IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867,033 shares; 2024Q4: 918,204 shares; 2025Q1: 1,025,848 shares; 2025Q2: 1,105,028 shares; 2025Q3: 1,141,094 shares; 2025Q4: 1,191,579 shares; 2026Q1: 1,249,076 shares; 2026Q2: 1,297,944 shares 1,297,944 $972M 5.64% +48,868 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: 554,474 shares; 2024Q4: 679,778 shares; 2025Q1: 894,862 shares; 2025Q2: 900,513 shares; 2025Q3: 970,962 shares; 2025Q4: 1,188,506 shares; 2026Q1: 1,267,737 shares; 2026Q2: 1,467,543 shares 1,467,543 $425M 2.46% +199,806 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: 614,221 shares; 2024Q4: 636,852 shares; 2025Q1: 676,811 shares; 2025Q2: 716,569 shares; 2025Q3: 733,236 shares; 2025Q4: 736,666 shares; 2026Q1: 773,094 shares; 2026Q2: 4,770,796 shares 4,770,796 $411M 2.39% +3,997,702 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: 810,404 shares; 2024Q4: 840,124 shares; 2025Q1: 891,032 shares; 2025Q2: 917,465 shares; 2025Q3: 932,415 shares; 2025Q4: 1,216,612 shares; 2026Q1: 1,254,222 shares; 2026Q2: 1,371,321 shares 1,371,321 $324M 1.88% +117,099 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: 274,639 shares; 2024Q4: 714,717 shares; 2025Q1: 903,602 shares; 2025Q2: 902,972 shares; 2025Q3: 941,779 shares; 2025Q4: 1,205,761 shares; 2026Q1: 1,328,418 shares; 2026Q2: 1,443,734 shares 1,443,734 $289M 1.68% +115,316 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: 155,686 shares; 2024Q4: 208,882 shares; 2025Q1: 320,844 shares; 2025Q2: 326,326 shares; 2025Q3: 340,000 shares; 2025Q4: 474,910 shares; 2026Q1: 560,491 shares; 2026Q2: 689,804 shares 689,804 $257M 1.49% +129,313 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: 879,097 shares; 2024Q4: 973,523 shares; 2025Q1: 1,109,558 shares; 2025Q2: 1,183,354 shares; 2025Q3: 1,243,904 shares; 2025Q4: 1,312,548 shares; 2026Q1: 1,410,331 shares; 2026Q2: 1,801,650 shares 1,801,650 $225M 1.3% +391,319 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,095 shares; 2024Q4: 247,343 shares; 2025Q1: 267,536 shares; 2025Q2: 273,493 shares; 2025Q3: 261,198 shares; 2025Q4: 315,628 shares; 2026Q1: 334,843 shares; 2026Q2: 599,991 shares 599,991 $222M 1.29% +265,148 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: 4,064,672 shares; 2024Q4: 3,966,188 shares; 2025Q1: 3,881,638 shares; 2025Q2: 3,782,356 shares; 2025Q3: 3,758,372 shares; 2025Q4: 3,703,220 shares; 2026Q1: 3,659,575 shares; 2026Q2: 3,577,537 shares 3,577,537 $193M 1.12% -82,038 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,544 shares; 2024Q4: 422,393 shares; 2025Q1: 3,899,687 shares; 2025Q2: 4,015,141 shares; 2025Q3: 4,596,388 shares; 2025Q4: 5,080,421 shares; 2026Q1: 5,395,712 shares; 2026Q2: 5,749,007 shares 5,749,007 $192M 1.12% +353,295 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: 148,087 shares; 2024Q4: 188,941 shares; 2025Q1: 300,632 shares; 2025Q2: 308,480 shares; 2025Q3: 320,612 shares; 2025Q4: 481,844 shares; 2026Q1: 614,982 shares; 2026Q2: 781,164 shares 781,164 $186M 1.08% +166,182 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: 96,044 shares; 2024Q4: 106,935 shares; 2025Q1: 112,383 shares; 2025Q2: 108,643 shares; 2025Q3: 422,338 shares; 2025Q4: 591,509 shares; 2026Q1: 617,014 shares; 2026Q2: 3,836,584 shares 3,836,584 $175M 1.01% +3,219,570 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: 153,606 shares; 2024Q4: 161,620 shares; 2025Q1: 155,711 shares; 2025Q2: 155,524 shares; 2025Q3: 153,832 shares; 2025Q4: 200,563 shares; 2026Q1: 203,381 shares; 2026Q2: 1,393,291 shares 1,393,291 $173M 1% +1,189,910 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: 77,115 shares; 2024Q4: 91,908 shares; 2025Q1: 224,424 shares; 2025Q2: 233,122 shares; 2025Q3: 236,151 shares; 2025Q4: 290,192 shares; 2026Q1: 318,454 shares; 2026Q2: 469,872 shares 469,872 $166M 0.96% +151,418 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: 858,560 shares; 2024Q4: 964,906 shares; 2025Q1: 1,182,164 shares; 2025Q2: 1,351,013 shares; 2025Q3: 1,444,905 shares; 2025Q4: 1,535,309 shares; 2026Q1: 1,666,055 shares; 2026Q2: 1,754,726 shares 1,754,726 $160M 0.93% +88,671 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: 51,107 shares; 2024Q4: 59,501 shares; 2025Q1: 68,962 shares; 2025Q2: 72,041 shares; 2025Q3: 72,878 shares; 2025Q4: 193,364 shares; 2026Q1: 197,683 shares; 2026Q2: 232,429 shares 232,429 $160M 0.93% +34,746 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: 157,051 shares; 2024Q4: 177,779 shares; 2025Q1: 301,637 shares; 2025Q2: 307,746 shares; 2025Q3: 312,274 shares; 2025Q4: 385,200 shares; 2026Q1: 469,397 shares; 2026Q2: 443,092 shares 443,092 $158M 0.92% -26,305 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: 123,869 shares; 2024Q4: 160,295 shares; 2025Q1: 218,223 shares; 2025Q2: 221,884 shares; 2025Q3: 227,851 shares; 2025Q4: 318,878 shares; 2026Q1: 347,996 shares; 2026Q2: 462,140 shares 462,140 $151M 0.88% +114,144 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: 345,403 shares; 2024Q4: 391,743 shares; 2025Q1: 448,839 shares; 2025Q2: 1,543,714 shares; 2025Q3: 1,550,823 shares; 2025Q4: 1,471,057 shares; 2026Q1: 1,510,486 shares; 2026Q2: 1,464,822 shares 1,464,822 $147M 0.86% -45,664 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: 38,900 shares; 2024Q4: 85,059 shares; 2025Q1: 217,985 shares; 2025Q2: 214,937 shares; 2025Q3: 211,214 shares; 2025Q4: 260,187 shares; 2026Q1: 270,142 shares; 2026Q2: 350,604 shares 350,604 $132M 0.77% +80,462 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: 82,112 shares; 2024Q4: 90,904 shares; 2025Q1: 98,173 shares; 2025Q2: 102,093 shares; 2025Q3: 99,969 shares; 2025Q4: 108,799 shares; 2026Q1: 111,706 shares; 2026Q2: 178,557 shares 178,557 $131M 0.76% +66,851 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: 38,972 shares; 2024Q4: 164,341 shares; 2025Q1: 168,411 shares; 2025Q2: 172,630 shares; 2025Q3: 177,047 shares; 2025Q4: 933,429 shares; 2026Q1: 1,098,953 shares; 2026Q2: 1,187,415 shares 1,187,415 $131M 0.76% +88,462 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,365 shares; 2024Q4: 334,499 shares; 2025Q1: 331,951 shares; 2025Q2: 331,452 shares; 2025Q3: 328,073 shares; 2025Q4: 326,569 shares; 2026Q1: 319,023 shares; 2026Q2: 314,703 shares 314,703 $129M 0.75% -4,320 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,931 shares; 2024Q4: 84,772 shares; 2025Q1: 173,488 shares; 2025Q2: 94,509 shares; 2025Q3: 215,068 shares; 2025Q4: 220,573 shares; 2026Q1: 237,490 shares; 2026Q2: 2,495,518 shares 2,495,518 $126M 0.73% +2,258,028 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: 171,710 shares; 2024Q4: 700,613 shares; 2025Q1: 2,185,039 shares; 2025Q2: 2,384,385 shares; 2025Q3: 2,399,120 shares; 2025Q4: 2,523,361 shares; 2026Q1: 3,515,835 shares; 2026Q2: 3,660,774 shares 3,660,774 $124M 0.72% +144,939 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: 35,361 shares; 2024Q4: 42,377 shares; 2025Q1: 54,186 shares; 2025Q2: 54,930 shares; 2025Q3: 54,522 shares; 2025Q4: 343,322 shares; 2026Q1: 355,422 shares; 2026Q2: 1,537,251 shares 1,537,251 $124M 0.72% +1,181,829 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: 104,702 shares; 2024Q4: 124,949 shares; 2025Q1: 153,361 shares; 2025Q2: 149,627 shares; 2025Q3: 146,654 shares; 2025Q4: 156,699 shares; 2026Q1: 183,012 shares; 2026Q2: 164,845 shares 164,845 $123M 0.71% -18,167 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: 65,006 shares; 2024Q4: 234,736 shares; 2025Q1: 260,826 shares; 2025Q2: 233,951 shares; 2025Q3: 228,089 shares; 2025Q4: 640,890 shares; 2026Q1: 1,022,276 shares; 2026Q2: 1,332,448 shares 1,332,448 $123M 0.71% +310,172 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: 398,975 shares; 2024Q4: 987,428 shares; 2025Q1: 1,339,709 shares; 2025Q2: 1,757,302 shares; 2025Q3: 2,106,078 shares; 2025Q4: 2,276,189 shares; 2026Q1: 2,491,534 shares; 2026Q2: 2,667,808 shares 2,667,808 $123M 0.71% +176,274 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,615 shares; 2024Q4: 388,265 shares; 2025Q1: 389,787 shares; 2025Q2: 494,260 shares; 2025Q3: 612,321 shares; 2025Q4: 1,137,455 shares; 2026Q1: 1,757,191 shares; 2026Q2: 2,360,792 shares 2,360,792 $119M 0.69% +603,601 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: 20,790 shares; 2024Q4: 58,075 shares; 2025Q1: 58,071 shares; 2025Q2: 59,605 shares; 2025Q3: 63,529 shares; 2025Q4: 131,195 shares; 2026Q1: 120,415 shares; 2026Q2: 102,693 shares 102,693 $119M 0.69% -17,722 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: 17,340 shares; 2024Q4: 32,016 shares; 2025Q1: 36,803 shares; 2025Q2: 43,977 shares; 2025Q3: 51,086 shares; 2025Q4: 58,138 shares; 2026Q1: 61,378 shares; 2026Q2: 97,676 shares 97,676 $117M 0.68% +36,298 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,547 shares; 2026Q2: 4,417,609 shares 4,417,609 $117M 0.68% +4,404,062 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: 358,007 shares; 2024Q4: 755,565 shares; 2025Q1: 775,808 shares; 2025Q2: 786,880 shares; 2025Q3: 814,248 shares; 2025Q4: 929,551 shares; 2026Q1: 989,915 shares; 2026Q2: 983,337 shares 983,337 $117M 0.68% -6,578 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: 65,412 shares; 2024Q4: 82,698 shares; 2025Q1: 184,757 shares; 2025Q2: 182,194 shares; 2025Q3: 176,342 shares; 2025Q4: 166,287 shares; 2026Q1: 180,669 shares; 2026Q2: 240,719 shares 240,719 $115M 0.67% +60,050 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: 160,580 shares; 2024Q4: 166,199 shares; 2025Q1: 189,493 shares; 2025Q2: 189,087 shares; 2025Q3: 184,843 shares; 2025Q4: 201,436 shares; 2026Q1: 226,293 shares; 2026Q2: 219,872 shares 219,872 $110M 0.64% -6,421 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: 28,046 shares; 2024Q4: 27,906 shares; 2025Q1: 98,695 shares; 2025Q2: 229,834 shares; 2025Q3: 372,508 shares; 2025Q4: 645,440 shares; 2026Q1: 864,479 shares; 2026Q2: 1,222,477 shares 1,222,477 $109M 0.63% +357,998 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,610 shares; 2024Q4: 632,321 shares; 2025Q1: 612,076 shares; 2025Q2: 588,184 shares; 2025Q3: 570,947 shares; 2025Q4: 542,484 shares; 2026Q1: 529,934 shares; 2026Q2: 518,803 shares 518,803 $103M 0.6% -11,131 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,937 shares; 2024Q4: 1,183,899 shares; 2025Q1: 2,737,672 shares; 2025Q2: 2,773,692 shares; 2025Q3: 2,892,781 shares; 2025Q4: 3,019,866 shares; 2026Q1: 3,061,232 shares; 2026Q2: 3,529,934 shares 3,529,934 $102M 0.59% +468,702 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: 14,551 shares; 2024Q4: 21,529 shares; 2025Q1: 23,798 shares; 2025Q2: 24,300 shares; 2025Q3: 25,720 shares; 2025Q4: 48,166 shares; 2026Q1: 104,253 shares; 2026Q2: 94,324 shares 94,324 $100M 0.58% -9,929 Timeline VONE 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: 308,345 shares; 2024Q4: 301,309 shares; 2025Q1: 297,773 shares; 2025Q2: 297,817 shares; 2025Q3: 299,696 shares; 2025Q4: 298,808 shares; 2026Q1: 297,130 shares; 2026Q2: 294,301 shares 294,301 $99.7M 0.58% -2,829 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: 855,776 shares; 2024Q4: 933,535 shares; 2025Q1: 1,310,262 shares; 2025Q2: 1,287,178 shares; 2025Q3: 1,279,526 shares; 2025Q4: 1,418,311 shares; 2026Q1: 1,416,937 shares; 2026Q2: 1,397,237 shares 1,397,237 $99.6M 0.58% -19,700 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,862 shares; 2024Q4: 569,742 shares; 2025Q1: 584,437 shares; 2025Q2: 532,828 shares; 2025Q3: 495,033 shares; 2025Q4: 446,606 shares; 2026Q1: 472,602 shares; 2026Q2: 456,889 shares 456,889 $97.2M 0.56% -15,713 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: 117,422 shares; 2024Q4: 136,514 shares; 2025Q1: 193,497 shares; 2025Q2: 196,965 shares; 2025Q3: 197,928 shares; 2025Q4: 280,747 shares; 2026Q1: 272,542 shares; 2026Q2: 392,600 shares 392,600 $95.2M 0.55% +120,058 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,852 shares; 2024Q4: 16,552 shares; 2025Q1: 18,173 shares; 2025Q2: 20,235 shares; 2025Q3: 21,708 shares; 2025Q4: 27,824 shares; 2026Q1: 28,279 shares; 2026Q2: 4,637,273 shares 4,637,273 $94.4M 0.55% +4,608,994 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,760 shares; 2024Q4: 21,360 shares; 2025Q1: 22,439 shares; 2025Q2: 23,228 shares; 2025Q3: 24,765 shares; 2025Q4: 24,970 shares; 2026Q1: 25,315 shares; 2026Q2: 5,572,712 shares 5,572,712 $92.8M 0.54% +5,547,397 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: 120,884 shares; 2024Q4: 166,428 shares; 2025Q1: 171,937 shares; 2025Q2: 181,488 shares; 2025Q3: 186,095 shares; 2025Q4: 279,760 shares; 2026Q1: 320,086 shares; 2026Q2: 302,033 shares 302,033 $90.7M 0.53% -18,053 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,882 shares; 2024Q4: 183,509 shares; 2025Q1: 742,392 shares; 2025Q2: 762,109 shares; 2025Q3: 779,155 shares; 2025Q4: 840,955 shares; 2026Q1: 876,458 shares; 2026Q2: 1,034,551 shares 1,034,551 $86.6M 0.5% +158,093 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: 319,979 shares; 2024Q4: 326,486 shares; 2025Q1: 334,527 shares; 2025Q2: 339,085 shares; 2025Q3: 346,584 shares; 2025Q4: 342,801 shares; 2026Q1: 437,000 shares; 2026Q2: 544,941 shares 544,941 $86.1M 0.5% +107,941 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: 12,990 shares; 2024Q4: 15,320 shares; 2025Q1: 16,610 shares; 2025Q2: 17,069 shares; 2025Q3: 17,573 shares; 2025Q4: 35,982 shares; 2026Q1: 48,900 shares; 2026Q2: 87,623 shares 87,623 $82M 0.48% +38,723 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: 98,957 shares; 2024Q4: 114,340 shares; 2025Q1: 149,472 shares; 2025Q2: 159,887 shares; 2025Q3: 158,950 shares; 2025Q4: 218,876 shares; 2026Q1: 224,676 shares; 2026Q2: 322,558 shares 322,558 $81.2M 0.47% +97,882 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: 111,469 shares; 2024Q4: 136,438 shares; 2025Q1: 157,667 shares; 2025Q2: 158,972 shares; 2025Q3: 172,280 shares; 2025Q4: 267,760 shares; 2026Q1: 272,321 shares; 2026Q2: 314,877 shares 314,877 $80M 0.46% +42,556 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: 63,407 shares; 2024Q4: 88,097 shares; 2025Q1: 1,952,026 shares; 2025Q2: 2,182,429 shares; 2025Q3: 2,395,461 shares; 2025Q4: 2,490,895 shares; 2026Q1: 1,927,453 shares; 2026Q2: 1,694,704 shares 1,694,704 $79.5M 0.46% -232,749 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: 157,027 shares; 2024Q4: 208,090 shares; 2025Q1: 231,692 shares; 2025Q2: 228,476 shares; 2025Q3: 232,565 shares; 2025Q4: 419,782 shares; 2026Q1: 426,870 shares; 2026Q2: 676,689 shares 676,689 $79.5M 0.46% +249,819 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: 673,520 shares; 2024Q4: 768,953 shares; 2025Q1: 902,562 shares; 2025Q2: 894,894 shares; 2025Q3: 901,358 shares; 2025Q4: 882,128 shares; 2026Q1: 870,011 shares; 2026Q2: 1,027,514 shares 1,027,514 $79.2M 0.46% +157,503 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: 46,760 shares; 2024Q4: 60,546 shares; 2025Q1: 115,559 shares; 2025Q2: 113,147 shares; 2025Q3: 113,235 shares; 2025Q4: 131,040 shares; 2026Q1: 145,327 shares; 2026Q2: 215,041 shares 215,041 $73.8M 0.43% +69,714 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: 282,814 shares; 2024Q4: 274,029 shares; 2025Q1: 266,358 shares; 2025Q2: 257,449 shares; 2025Q3: 253,586 shares; 2025Q4: 249,113 shares; 2026Q1: 240,640 shares; 2026Q2: 236,426 shares 236,426 $72.4M 0.42% -4,214 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,674 shares; 2024Q4: 412,980 shares; 2025Q1: 1,327,058 shares; 2025Q2: 1,327,572 shares; 2025Q3: 1,369,693 shares; 2025Q4: 1,406,458 shares; 2026Q1: 2,560,398 shares; 2026Q2: 2,506,255 shares 2,506,255 $69.4M 0.4% -54,143 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: 108,860 shares; 2024Q4: 265,873 shares; 2025Q1: 292,519 shares; 2025Q2: 354,971 shares; 2025Q3: 371,513 shares; 2025Q4: 458,524 shares; 2026Q1: 454,852 shares; 2026Q2: 454,663 shares 454,663 $66.7M 0.39% -189 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: 265,432 shares; 2024Q4: 259,673 shares; 2025Q1: 254,543 shares; 2025Q2: 253,530 shares; 2025Q3: 248,979 shares; 2025Q4: 301,211 shares; 2026Q1: 322,584 shares; 2026Q2: 298,743 shares 298,743 $65.1M 0.38% -23,841 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: 465,514 shares; 2024Q4: 1,479,271 shares; 2025Q1: 1,594,056 shares; 2025Q2: 1,582,325 shares; 2025Q3: 1,667,785 shares; 2025Q4: 1,674,883 shares; 2026Q1: 1,746,418 shares; 2026Q2: 2,043,019 shares 2,043,019 $64.8M 0.38% +296,601 Timeline SCHM 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: 148,103 shares; 2024Q4: 459,414 shares; 2025Q1: 1,805,978 shares; 2025Q2: 1,780,735 shares; 2025Q3: 1,749,682 shares; 2025Q4: 1,741,785 shares; 2026Q1: 1,702,781 shares; 2026Q2: 1,699,550 shares 1,699,550 $62.7M 0.36% -3,231 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,512 shares; 2024Q4: 152,237 shares; 2025Q1: 156,190 shares; 2025Q2: 155,754 shares; 2025Q3: 153,402 shares; 2025Q4: 152,147 shares; 2026Q1: 149,844 shares; 2026Q2: 146,205 shares 146,205 $62.3M 0.36% -3,639 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,216 shares; 2024Q4: 493,314 shares; 2025Q1: 515,645 shares; 2025Q2: 529,774 shares; 2025Q3: 567,943 shares; 2025Q4: 803,642 shares; 2026Q1: 845,713 shares; 2026Q2: 996,736 shares 996,736 $60.6M 0.35% +151,023 Timeline PRFZ 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: 1,376,082 shares; 2024Q4: 1,321,060 shares; 2025Q1: 1,230,237 shares; 2025Q2: 1,188,631 shares; 2025Q3: 1,154,991 shares; 2025Q4: 1,127,581 shares; 2026Q1: 1,109,623 shares; 2026Q2: 1,071,783 shares 1,071,783 $59.8M 0.35% -37,840 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,632 shares; 2025Q1: 10,872 shares; 2025Q2: 13,972 shares; 2025Q3: 13,861 shares; 2025Q4: 722,543 shares; 2026Q1: 731,003 shares; 2026Q2: 734,273 shares 734,273 $55.9M 0.32% +3,270 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,126 shares; 2024Q4: 166,281 shares; 2025Q1: 469,774 shares; 2025Q2: 461,771 shares; 2025Q3: 459,418 shares; 2025Q4: 466,164 shares; 2026Q1: 455,053 shares; 2026Q2: 468,365 shares 468,365 $55M 0.32% +13,312 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: 16,968 shares; 2024Q4: 22,827 shares; 2025Q1: 24,486 shares; 2025Q2: 26,315 shares; 2025Q3: 27,928 shares; 2025Q4: 59,638 shares; 2026Q1: 94,910 shares; 2026Q2: 96,092 shares 96,092 $54.1M 0.31% +1,182 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,358 shares; 2024Q4: 21,584 shares; 2025Q1: 26,394 shares; 2025Q2: 25,872 shares; 2025Q3: 26,480 shares; 2025Q4: 27,663 shares; 2026Q1: 27,762 shares; 2026Q2: 469,902 shares 469,902 $53M 0.31% +442,140 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: 431,442 shares; 2024Q4: 419,542 shares; 2025Q1: 413,864 shares; 2025Q2: 406,416 shares; 2025Q3: 405,189 shares; 2025Q4: 400,195 shares; 2026Q1: 412,735 shares; 2026Q2: 407,458 shares 407,458 $52.2M 0.3% -5,277 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: 4,616 shares; 2024Q4: 17,533 shares; 2025Q1: 22,866 shares; 2025Q2: 28,468 shares; 2025Q3: 31,670 shares; 2025Q4: 34,320 shares; 2026Q1: 31,348 shares; 2026Q2: 171,271 shares 171,271 $51.9M 0.3% +139,923 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: 7,378 shares; 2024Q4: 12,566 shares; 2025Q1: 12,545 shares; 2025Q2: 12,544 shares; 2025Q3: 12,867 shares; 2025Q4: 21,686 shares; 2026Q1: 22,810 shares; 2026Q2: 50,896 shares 50,896 $51.5M 0.3% +28,086 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: 55,957 shares; 2024Q4: 68,995 shares; 2025Q1: 76,348 shares; 2025Q2: 77,277 shares; 2025Q3: 110,543 shares; 2025Q4: 138,152 shares; 2026Q1: 156,077 shares; 2026Q2: 144,880 shares 144,880 $51.1M 0.3% -11,197 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,738 shares; 2024Q4: 165,941 shares; 2025Q1: 164,274 shares; 2025Q2: 155,726 shares; 2025Q3: 160,960 shares; 2025Q4: 189,553 shares; 2026Q1: 199,793 shares; 2026Q2: 940,947 shares 940,947 $50.8M 0.3% +741,154 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: 293,134 shares; 2024Q4: 279,364 shares; 2025Q1: 622,748 shares; 2025Q2: 617,331 shares; 2025Q3: 615,292 shares; 2025Q4: 873,460 shares; 2026Q1: 866,151 shares; 2026Q2: 851,262 shares 851,262 $50.8M 0.29% -14,889 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: 69,515 shares; 2024Q4: 94,663 shares; 2025Q1: 93,904 shares; 2025Q2: 98,565 shares; 2025Q3: 102,651 shares; 2025Q4: 108,439 shares; 2026Q1: 368,630 shares; 2026Q2: 518,215 shares 518,215 $49.5M 0.29% +149,585 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: 357,647 shares; 2024Q4: 413,684 shares; 2025Q1: 456,131 shares; 2025Q2: 474,025 shares; 2025Q3: 493,145 shares; 2025Q4: 603,543 shares; 2026Q1: 615,075 shares; 2026Q2: 605,906 shares 605,906 $49.2M 0.29% -9,169 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: 165,538 shares; 2024Q4: 224,082 shares; 2025Q1: 249,894 shares; 2025Q2: 240,147 shares; 2025Q3: 274,108 shares; 2025Q4: 325,799 shares; 2026Q1: 355,189 shares; 2026Q2: 356,925 shares 356,925 $48.8M 0.28% +1,736 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: 92,311 shares; 2024Q4: 108,328 shares; 2025Q1: 122,654 shares; 2025Q2: 128,592 shares; 2025Q3: 139,232 shares; 2025Q4: 207,215 shares; 2026Q1: 217,708 shares; 2026Q2: 212,438 shares 212,438 $48.2M 0.28% -5,270 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: 198,479 shares; 2024Q4: 303,821 shares; 2025Q1: 301,483 shares; 2025Q2: 304,463 shares; 2025Q3: 316,598 shares; 2025Q4: 401,946 shares; 2026Q1: 400,457 shares; 2026Q2: 423,914 shares 423,914 $48M 0.28% +23,457 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: 8,949 shares; 2024Q4: 30,274 shares; 2025Q1: 124,858 shares; 2025Q2: 110,394 shares; 2025Q3: 110,740 shares; 2025Q4: 93,309 shares; 2026Q1: 92,127 shares; 2026Q2: 79,986 shares 79,986 $46.5M 0.27% -12,141 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: 27,313 shares; 2024Q4: 46,271 shares; 2025Q1: 100,818 shares; 2025Q2: 99,608 shares; 2025Q3: 106,975 shares; 2025Q4: 114,138 shares; 2026Q1: 121,733 shares; 2026Q2: 169,676 shares 169,676 $45.9M 0.27% +47,943 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947,267 shares 947,267 $45.7M 0.27% new Timeline VUSB 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: 427,052 shares; 2024Q4: 427,027 shares; 2025Q1: 425,862 shares; 2025Q2: 426,555 shares; 2025Q3: 418,926 shares; 2025Q4: 409,130 shares; 2026Q1: 521,180 shares; 2026Q2: 917,885 shares 917,885 $45.7M 0.27% +396,705 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,130 shares; 2025Q2: 1,310 shares; 2025Q3: 1,461 shares; 2025Q4: 1,726 shares; 2026Q1: 1,865 shares; 2026Q2: 62,953 shares 62,953 $45.3M 0.26% +61,088 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: 269,525 shares; 2024Q4: 511,027 shares; 2025Q1: 555,872 shares; 2025Q2: 568,746 shares; 2025Q3: 577,162 shares; 2025Q4: 576,825 shares; 2026Q1: 587,224 shares; 2026Q2: 513,535 shares 513,535 $45.1M 0.26% -73,689 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,312 shares; 2024Q4: 307,035 shares; 2025Q1: 492,403 shares; 2025Q2: 492,590 shares; 2025Q3: 493,189 shares; 2025Q4: 514,916 shares; 2026Q1: 1,501,411 shares; 2026Q2: 1,467,168 shares 1,467,168 $43.2M 0.25% -34,243 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: 122,044 shares; 2024Q4: 165,799 shares; 2025Q1: 185,273 shares; 2025Q2: 250,124 shares; 2025Q3: 263,774 shares; 2025Q4: 292,447 shares; 2026Q1: 316,406 shares; 2026Q2: 444,851 shares 444,851 $43M 0.25% +128,445 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: 186,470 shares; 2024Q4: 490,954 shares; 2025Q1: 497,787 shares; 2025Q2: 512,290 shares; 2025Q3: 525,677 shares; 2025Q4: 715,165 shares; 2026Q1: 706,261 shares; 2026Q2: 558,937 shares 558,937 $42.4M 0.25% -147,324 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: 7,253 shares; 2025Q1: 7,933 shares; 2025Q2: 7,449 shares; 2025Q3: 8,606 shares; 2025Q4: 23,203 shares; 2026Q1: 28,820 shares; 2026Q2: 93,909 shares 93,909 $40.7M 0.24% +65,089 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,071 shares; 2024Q4: 493,825 shares; 2025Q1: 551,182 shares; 2025Q2: 560,748 shares; 2025Q3: 686,393 shares; 2025Q4: 877,529 shares; 2026Q1: 1,521,242 shares; 2026Q2: 1,682,018 shares 1,682,018 $40.6M 0.24% +160,776 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: 36,182 shares; 2024Q4: 41,900 shares; 2025Q1: 46,847 shares; 2025Q2: 47,264 shares; 2025Q3: 52,300 shares; 2025Q4: 64,710 shares; 2026Q1: 60,657 shares; 2026Q2: 144,368 shares 144,368 $40.6M 0.24% +83,711 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: 391,103 shares; 2024Q4: 523,466 shares; 2025Q1: 513,678 shares; 2025Q2: 501,425 shares; 2025Q3: 518,892 shares; 2025Q4: 500,499 shares; 2026Q1: 505,340 shares; 2026Q2: 505,703 shares 505,703 $38.7M 0.22% +363 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: 34,792 shares; 2024Q4: 35,546 shares; 2025Q1: 41,831 shares; 2025Q2: 43,197 shares; 2025Q3: 44,201 shares; 2025Q4: 125,200 shares; 2026Q1: 126,695 shares; 2026Q2: 127,397 shares 127,397 $38.6M 0.22% +702 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: 72,330 shares; 2024Q4: 157,564 shares; 2025Q1: 215,398 shares; 2025Q2: 244,203 shares; 2025Q3: 238,748 shares; 2025Q4: 234,255 shares; 2026Q1: 252,466 shares; 2026Q2: 254,262 shares 254,262 $37.3M 0.22% +1,796 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,882 shares; 2024Q4: 111,972 shares; 2025Q1: 112,252 shares; 2025Q2: 111,713 shares; 2025Q3: 112,532 shares; 2025Q4: 111,746 shares; 2026Q1: 113,353 shares; 2026Q2: 127,577 shares 127,577 $37.1M 0.22% +14,224 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: 7,163 shares; 2025Q3: 7,163 shares; 2025Q4: 26,975 shares; 2026Q1: 953,728 shares; 2026Q2: 966,282 shares 966,282 $36.9M 0.21% +12,554 Timeline SCHE 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: 296,386 shares; 2024Q4: 181,292 shares; 2025Q1: 486,837 shares; 2025Q2: 488,200 shares; 2025Q3: 517,011 shares; 2025Q4: 506,867 shares; 2026Q1: 1,042,983 shares; 2026Q2: 1,017,905 shares 1,017,905 $36.9M 0.21% -25,078 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: 32,881 shares; 2024Q4: 52,750 shares; 2025Q1: 54,783 shares; 2025Q2: 63,078 shares; 2025Q3: 83,764 shares; 2025Q4: 171,528 shares; 2026Q1: 184,720 shares; 2026Q2: 193,506 shares 193,506 $36.9M 0.21% +8,786 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,913 shares; 2024Q4: 11,147 shares; 2025Q1: 14,367 shares; 2025Q2: 16,413 shares; 2025Q3: 17,633 shares; 2025Q4: 54,891 shares; 2026Q1: 59,099 shares; 2026Q2: 575,549 shares 575,549 $36.2M 0.21% +516,450 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,880 shares; 2024Q4: 216,878 shares; 2025Q1: 260,022 shares; 2025Q2: 263,818 shares; 2025Q3: 268,838 shares; 2025Q4: 271,716 shares; 2026Q1: 317,000 shares; 2026Q2: 294,285 shares 294,285 $35.7M 0.21% -22,715 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,248 shares; 2024Q4: 259,596 shares; 2025Q1: 265,524 shares; 2025Q2: 271,320 shares; 2025Q3: 283,744 shares; 2025Q4: 270,310 shares; 2026Q1: 260,176 shares; 2026Q2: 350,743 shares 350,743 $35.4M 0.21% +90,567 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: 27,470 shares; 2024Q4: 31,448 shares; 2025Q1: 73,987 shares; 2025Q2: 75,843 shares; 2025Q3: 72,385 shares; 2025Q4: 168,923 shares; 2026Q1: 155,528 shares; 2026Q2: 137,870 shares 137,870 $35.2M 0.2% -17,658 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: 315,923 shares; 2024Q4: 324,444 shares; 2025Q1: 350,857 shares; 2025Q2: 331,015 shares; 2025Q3: 341,017 shares; 2025Q4: 338,884 shares; 2026Q1: 348,479 shares; 2026Q2: 442,728 shares 442,728 $35M 0.2% +94,249 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: 217,319 shares; 2024Q4: 278,666 shares; 2025Q1: 330,115 shares; 2025Q2: 319,468 shares; 2025Q3: 320,536 shares; 2025Q4: 565,932 shares; 2026Q1: 582,978 shares; 2026Q2: 602,391 shares 602,391 $34.3M 0.2% +19,413 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: 395,715 shares; 2024Q4: 446,619 shares; 2025Q1: 452,951 shares; 2025Q2: 456,178 shares; 2025Q3: 471,211 shares; 2025Q4: 391,804 shares; 2026Q1: 390,395 shares; 2026Q2: 406,658 shares 406,658 $33.6M 0.2% +16,263 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: 97,792 shares; 2024Q4: 143,718 shares; 2025Q1: 131,222 shares; 2025Q2: 137,932 shares; 2025Q3: 131,980 shares; 2025Q4: 256,604 shares; 2026Q1: 258,634 shares; 2026Q2: 260,499 shares 260,499 $33.5M 0.19% +1,865 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: 166,869 shares; 2024Q4: 219,362 shares; 2025Q1: 225,037 shares; 2025Q2: 226,234 shares; 2025Q3: 240,397 shares; 2025Q4: 334,357 shares; 2026Q1: 335,427 shares; 2026Q2: 347,945 shares 347,945 $33.3M 0.19% +12,518 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: 39,380 shares; 2024Q4: 42,296 shares; 2025Q1: 81,269 shares; 2025Q2: 84,258 shares; 2025Q3: 85,620 shares; 2025Q4: 87,126 shares; 2026Q1: 91,809 shares; 2026Q2: 97,920 shares 97,920 $33.1M 0.19% +6,111 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: 1,317 shares; 2024Q4: 6,648 shares; 2025Q1: 50,030 shares; 2025Q2: 51,825 shares; 2025Q3: 60,217 shares; 2025Q4: 100,787 shares; 2026Q1: 126,130 shares; 2026Q2: 95,594 shares 95,594 $32.6M 0.19% -30,536 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: 115,700 shares; 2024Q4: 114,181 shares; 2025Q1: 114,627 shares; 2025Q2: 114,877 shares; 2025Q3: 114,957 shares; 2025Q4: 116,846 shares; 2026Q1: 117,563 shares; 2026Q2: 116,471 shares 116,471 $32.5M 0.19% -1,092 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,765 shares; 2024Q4: 302,094 shares; 2025Q1: 337,327 shares; 2025Q2: 354,542 shares; 2025Q3: 356,640 shares; 2025Q4: 415,474 shares; 2026Q1: 467,052 shares; 2026Q2: 478,595 shares 478,595 $32.3M 0.19% +11,543 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: 133,379 shares; 2024Q4: 259,386 shares; 2025Q1: 297,119 shares; 2025Q2: 288,079 shares; 2025Q3: 200,769 shares; 2025Q4: 201,591 shares; 2026Q1: 191,712 shares; 2026Q2: 321,460 shares 321,460 $31.8M 0.18% +129,748 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: 173,871 shares; 2024Q4: 230,197 shares; 2025Q1: 226,768 shares; 2025Q2: 235,399 shares; 2025Q3: 238,734 shares; 2025Q4: 282,022 shares; 2026Q1: 298,779 shares; 2026Q2: 304,435 shares 304,435 $31.6M 0.18% +5,656 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: 9,587 shares; 2024Q4: 19,405 shares; 2025Q1: 21,087 shares; 2025Q2: 23,470 shares; 2025Q3: 24,073 shares; 2025Q4: 71,930 shares; 2026Q1: 100,176 shares; 2026Q2: 407,847 shares 407,847 $31.6M 0.18% +307,671 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: 13,041 shares; 2024Q4: 12,153 shares; 2025Q1: 12,462 shares; 2025Q2: 23,962 shares; 2025Q3: 24,344 shares; 2025Q4: 23,720 shares; 2026Q1: 25,199 shares; 2026Q2: 47,982 shares 47,982 $31.5M 0.18% +22,783 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: 3,858 shares; 2024Q4: 5,871 shares; 2025Q1: 59,099 shares; 2025Q2: 59,346 shares; 2025Q3: 58,742 shares; 2025Q4: 55,991 shares; 2026Q1: 47,456 shares; 2026Q2: 43,381 shares 43,381 $31.4M 0.18% -4,075 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: 1,668,805 shares; 2024Q4: 1,520,027 shares; 2025Q1: 1,569,119 shares; 2025Q2: 1,616,132 shares; 2025Q3: 1,664,333 shares; 2025Q4: 1,277,480 shares; 2026Q1: 1,180,666 shares; 2026Q2: 1,199,257 shares 1,199,257 $30.6M 0.18% +18,591 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,766 shares; 2024Q4: 71,721 shares; 2025Q1: 93,915 shares; 2025Q2: 95,362 shares; 2025Q3: 96,825 shares; 2025Q4: 104,605 shares; 2026Q1: 123,706 shares; 2026Q2: 132,053 shares 132,053 $29.4M 0.17% +8,347 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: 61,926 shares; 2024Q4: 77,200 shares; 2025Q1: 87,821 shares; 2025Q2: 98,412 shares; 2025Q3: 100,483 shares; 2025Q4: 141,458 shares; 2026Q1: 146,852 shares; 2026Q2: 177,024 shares 177,024 $29.3M 0.17% +30,172 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 3,610 shares; 2025Q1: 3,717 shares; 2025Q2: 3,844 shares; 2025Q3: 3,719 shares; 2025Q4: 3,539 shares; 2026Q1: 36,804 shares; 2026Q2: 164,536 shares 164,536 $28.9M 0.17% +127,732 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: 81,596 shares; 2024Q4: 212,559 shares; 2025Q1: 244,396 shares; 2025Q2: 222,599 shares; 2025Q3: 279,040 shares; 2025Q4: 312,040 shares; 2026Q1: 335,900 shares; 2026Q2: 342,946 shares 342,946 $28.4M 0.16% +7,046 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: 196,951 shares; 2024Q4: 175,400 shares; 2025Q1: 185,801 shares; 2025Q2: 198,513 shares; 2025Q3: 217,713 shares; 2025Q4: 219,470 shares; 2026Q1: 225,422 shares; 2026Q2: 201,768 shares 201,768 $28.2M 0.16% -23,654 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: 67,655 shares; 2024Q4: 193,155 shares; 2025Q1: 292,843 shares; 2025Q2: 300,636 shares; 2025Q3: 310,381 shares; 2025Q4: 340,430 shares; 2026Q1: 342,399 shares; 2026Q2: 380,234 shares 380,234 $27.9M 0.16% +37,835 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: 57,200 shares; 2024Q4: 673,996 shares; 2025Q1: 671,465 shares; 2025Q2: 624,180 shares; 2025Q3: 594,777 shares; 2025Q4: 602,056 shares; 2026Q1: 653,649 shares; 2026Q2: 536,744 shares 536,744 $27.1M 0.16% -116,905 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: 328,918 shares; 2024Q4: 368,690 shares; 2025Q1: 407,890 shares; 2025Q2: 451,445 shares; 2025Q3: 462,200 shares; 2025Q4: 487,802 shares; 2026Q1: 203,024 shares; 2026Q2: 196,898 shares 196,898 $27.1M 0.16% -6,126 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: 78,342 shares; 2024Q4: 85,042 shares; 2025Q1: 108,320 shares; 2025Q2: 92,362 shares; 2025Q3: 121,973 shares; 2025Q4: 209,109 shares; 2026Q1: 194,605 shares; 2026Q2: 199,811 shares 199,811 $27.1M 0.16% +5,206 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: 59,826 shares; 2024Q4: 73,554 shares; 2025Q1: 75,767 shares; 2025Q2: 107,069 shares; 2025Q3: 105,013 shares; 2025Q4: 85,726 shares; 2026Q1: 134,311 shares; 2026Q2: 122,910 shares 122,910 $27M 0.16% -11,401 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: 9,614 shares; 2024Q4: 14,768 shares; 2025Q1: 14,488 shares; 2025Q2: 13,781 shares; 2025Q3: 15,339 shares; 2025Q4: 92,695 shares; 2026Q1: 109,260 shares; 2026Q2: 353,400 shares 353,400 $26.7M 0.15% +244,140 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,933 shares; 2024Q4: 383,164 shares; 2025Q1: 1,303,694 shares; 2025Q2: 1,313,697 shares; 2025Q3: 1,288,808 shares; 2025Q4: 1,410,878 shares; 2026Q1: 1,725,843 shares; 2026Q2: 1,390,296 shares 1,390,296 $26.6M 0.15% -335,547 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: 21,750 shares; 2024Q4: 25,356 shares; 2025Q1: 71,294 shares; 2025Q2: 70,148 shares; 2025Q3: 69,799 shares; 2025Q4: 94,966 shares; 2026Q1: 108,059 shares; 2026Q2: 97,573 shares 97,573 $26.5M 0.15% -10,486 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 951,076 shares 951,076 $26M 0.15% new 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: 4,285 shares; 2024Q4: 16,987 shares; 2025Q1: 18,580 shares; 2025Q2: 19,961 shares; 2025Q3: 20,825 shares; 2025Q4: 21,833 shares; 2026Q1: 21,224 shares; 2026Q2: 72,813 shares 72,813 $25.8M 0.15% +51,589 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: 7,419 shares; 2024Q4: 11,617 shares; 2025Q1: 19,310 shares; 2025Q2: 21,770 shares; 2025Q3: 26,407 shares; 2025Q4: 34,248 shares; 2026Q1: 37,618 shares; 2026Q2: 185,178 shares 185,178 $25.3M 0.15% +147,560 Timeline SLYV 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: 55,407 shares; 2024Q4: 52,392 shares; 2025Q1: 50,972 shares; 2025Q2: 49,398 shares; 2025Q3: 46,020 shares; 2025Q4: 45,429 shares; 2026Q1: 235,509 shares; 2026Q2: 230,724 shares 230,724 $25.2M 0.15% -4,785 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: 68,135 shares; 2024Q4: 213,204 shares; 2025Q1: 531,480 shares; 2025Q2: 581,588 shares; 2025Q3: 590,019 shares; 2025Q4: 585,383 shares; 2026Q1: 718,686 shares; 2026Q2: 717,101 shares 717,101 $25M 0.14% -1,585 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,739 shares; 2024Q4: 354,551 shares; 2025Q1: 351,250 shares; 2025Q2: 349,454 shares; 2025Q3: 318,704 shares; 2025Q4: 319,193 shares; 2026Q1: 274,523 shares; 2026Q2: 272,566 shares 272,566 $24.7M 0.14% -1,957 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: 93,765 shares; 2024Q4: 95,226 shares; 2025Q1: 133,101 shares; 2025Q2: 134,098 shares; 2025Q3: 132,426 shares; 2025Q4: 260,509 shares; 2026Q1: 248,209 shares; 2026Q2: 240,127 shares 240,127 $24.5M 0.14% -8,082 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: 35,580 shares; 2024Q4: 40,306 shares; 2025Q1: 47,266 shares; 2025Q2: 48,383 shares; 2025Q3: 49,124 shares; 2025Q4: 57,117 shares; 2026Q1: 66,147 shares; 2026Q2: 58,174 shares 58,174 $24.5M 0.14% -7,973 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: 545,248 shares; 2024Q4: 557,679 shares; 2025Q1: 1,433,945 shares; 2025Q2: 967,366 shares; 2025Q3: 705,304 shares; 2025Q4: 733,901 shares; 2026Q1: 736,885 shares; 2026Q2: 812,437 shares 812,437 $24.4M 0.14% +75,552 Timeline BNDW 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: 303,269 shares; 2026Q1: 353,548 shares; 2026Q2: 354,661 shares 354,661 $24.3M 0.14% +1,113 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: 7,178 shares; 2024Q4: 11,073 shares; 2025Q1: 62,631 shares; 2025Q2: 63,342 shares; 2025Q3: 64,354 shares; 2025Q4: 71,605 shares; 2026Q1: 78,002 shares; 2026Q2: 65,940 shares 65,940 $24.3M 0.14% -12,062 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,242 shares; 2025Q3: 5,886 shares; 2025Q4: 10,556 shares; 2026Q1: 10,169 shares; 2026Q2: 269,223 shares 269,223 $24.3M 0.14% +259,054 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,701 shares; 2024Q4: 315,536 shares; 2025Q1: 354,590 shares; 2025Q2: 356,854 shares; 2025Q3: 388,889 shares; 2025Q4: 424,414 shares; 2026Q1: 451,585 shares; 2026Q2: 474,980 shares 474,980 $24M 0.14% +23,395 Timeline MGV 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: 4,918 shares; 2024Q4: 108,952 shares; 2025Q1: 109,929 shares; 2025Q2: 111,079 shares; 2025Q3: 112,360 shares; 2025Q4: 111,899 shares; 2026Q1: 113,403 shares; 2026Q2: 145,484 shares 145,484 $23.8M 0.14% +32,081 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,403 shares; 2024Q4: 9,846 shares; 2025Q1: 9,900 shares; 2025Q2: 9,959 shares; 2025Q3: 11,221 shares; 2025Q4: 13,462 shares; 2026Q1: 13,465 shares; 2026Q2: 332,200 shares 332,200 $23.8M 0.14% +318,735 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: 142,005 shares; 2024Q4: 250,521 shares; 2025Q1: 264,193 shares; 2025Q2: 270,343 shares; 2025Q3: 292,746 shares; 2025Q4: 526,680 shares; 2026Q1: 546,515 shares; 2026Q2: 560,776 shares 560,776 $23.7M 0.14% +14,261 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: 26,359 shares; 2024Q4: 37,487 shares; 2025Q1: 40,913 shares; 2025Q2: 41,006 shares; 2025Q3: 58,004 shares; 2025Q4: 138,359 shares; 2026Q1: 131,706 shares; 2026Q2: 127,861 shares 127,861 $23.6M 0.14% -3,845 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: 84,935 shares; 2024Q4: 150,428 shares; 2025Q1: 160,379 shares; 2025Q2: 172,169 shares; 2025Q3: 168,805 shares; 2025Q4: 210,665 shares; 2026Q1: 214,839 shares; 2026Q2: 219,269 shares 219,269 $23.6M 0.14% +4,430 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: 3,844 shares; 2024Q4: 6,605 shares; 2025Q1: 8,128 shares; 2025Q2: 8,631 shares; 2025Q3: 8,685 shares; 2025Q4: 87,033 shares; 2026Q1: 112,548 shares; 2026Q2: 109,842 shares 109,842 $23M 0.13% -2,706 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: 302,734 shares; 2024Q4: 339,011 shares; 2025Q1: 358,750 shares; 2025Q2: 342,903 shares; 2025Q3: 279,379 shares; 2025Q4: 463,356 shares; 2026Q1: 430,732 shares; 2026Q2: 1,107,515 shares 1,107,515 $22.9M 0.13% +676,783 Timeline IWX 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: 201,682 shares; 2025Q1: 204,237 shares; 2025Q2: 203,059 shares; 2025Q3: 207,652 shares; 2025Q4: 205,791 shares; 2026Q1: 210,040 shares; 2026Q2: 216,815 shares 216,815 $22.8M 0.13% +6,775 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: 32,847 shares; 2024Q4: 34,976 shares; 2025Q1: 33,165 shares; 2025Q2: 32,046 shares; 2025Q3: 32,223 shares; 2025Q4: 32,265 shares; 2026Q1: 32,762 shares; 2026Q2: 35,614 shares 35,614 $22.6M 0.13% +2,852 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: 119,336 shares; 2026Q2: 119,233 shares 119,233 $22.6M 0.13% -103 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $22.5M 0.13% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,645 shares; 2024Q4: 404,710 shares; 2025Q1: 424,730 shares; 2025Q2: 428,420 shares; 2025Q3: 435,795 shares; 2025Q4: 476,080 shares; 2026Q1: 459,812 shares; 2026Q2: 444,505 shares 444,505 $22.4M 0.13% -15,307 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: 9,992 shares; 2024Q4: 21,152 shares; 2025Q1: 22,956 shares; 2025Q2: 22,127 shares; 2025Q3: 25,002 shares; 2025Q4: 56,339 shares; 2026Q1: 57,619 shares; 2026Q2: 59,822 shares 59,822 $22.4M 0.13% +2,203 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: 45,552 shares; 2024Q4: 252,509 shares; 2025Q1: 260,361 shares; 2025Q2: 278,521 shares; 2025Q3: 293,851 shares; 2025Q4: 317,798 shares; 2026Q1: 344,213 shares; 2026Q2: 259,347 shares 259,347 $22.2M 0.13% -84,866 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,913 shares; 2024Q4: 191,459 shares; 2025Q1: 236,868 shares; 2025Q2: 246,970 shares; 2025Q3: 263,227 shares; 2025Q4: 289,236 shares; 2026Q1: 423,145 shares; 2026Q2: 360,324 shares 360,324 $22.1M 0.13% -62,821 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: 73,094 shares; 2024Q4: 106,815 shares; 2025Q1: 121,625 shares; 2025Q2: 127,828 shares; 2025Q3: 154,437 shares; 2025Q4: 320,585 shares; 2026Q1: 388,399 shares; 2026Q2: 419,563 shares 419,563 $22M 0.13% +31,164 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: 2,460 shares; 2024Q4: 4,859 shares; 2025Q1: 5,821 shares; 2025Q2: 6,418 shares; 2025Q3: 7,424 shares; 2025Q4: 16,466 shares; 2026Q1: 17,787 shares; 2026Q2: 18,651 shares 18,651 $21.9M 0.13% +864 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: 203,481 shares; 2024Q4: 198,317 shares; 2025Q1: 175,830 shares; 2025Q2: 175,512 shares; 2025Q3: 169,619 shares; 2025Q4: 163,289 shares; 2026Q1: 161,458 shares; 2026Q2: 791,070 shares 791,070 $21.7M 0.13% +629,612 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: 7,661 shares; 2024Q4: 11,558 shares; 2025Q1: 12,345 shares; 2025Q2: 12,687 shares; 2025Q3: 13,531 shares; 2025Q4: 36,187 shares; 2026Q1: 38,154 shares; 2026Q2: 49,690 shares 49,690 $21.2M 0.12% +11,536 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: 18,470 shares; 2024Q4: 30,600 shares; 2025Q1: 79,446 shares; 2025Q2: 110,140 shares; 2025Q3: 111,625 shares; 2025Q4: 170,605 shares; 2026Q1: 172,035 shares; 2026Q2: 150,991 shares 150,991 $21.1M 0.12% -21,044 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: 10,056 shares; 2024Q4: 16,314 shares; 2025Q1: 60,580 shares; 2025Q2: 60,870 shares; 2025Q3: 66,589 shares; 2025Q4: 129,623 shares; 2026Q1: 140,659 shares; 2026Q2: 134,727 shares 134,727 $21.1M 0.12% -5,932 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 835,217 shares 835,217 $21M 0.12% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,222 shares; 2025Q1: 20,280 shares; 2025Q2: 20,374 shares; 2025Q3: 20,429 shares; 2025Q4: 20,383 shares; 2026Q1: 21,609 shares; 2026Q2: 21,835 shares 21,835 $21M 0.12% +226 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: 37,899 shares; 2024Q4: 70,172 shares; 2025Q1: 111,890 shares; 2025Q2: 108,839 shares; 2025Q3: 108,351 shares; 2025Q4: 107,554 shares; 2026Q1: 107,304 shares; 2026Q2: 141,447 shares 141,447 $21M 0.12% +34,143 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: 555,779 shares; 2025Q4: 561,314 shares; 2026Q1: 559,186 shares; 2026Q2: 558,863 shares 558,863 $20.9M 0.12% -323 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: 50,233 shares; 2024Q4: 68,331 shares; 2025Q1: 70,881 shares; 2025Q2: 66,353 shares; 2025Q3: 67,911 shares; 2025Q4: 58,061 shares; 2026Q1: 794,905 shares; 2026Q2: 842,589 shares 842,589 $20.8M 0.12% +47,684 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,815 shares; 2024Q4: 19,415 shares; 2025Q1: 20,606 shares; 2025Q2: 21,403 shares; 2025Q3: 22,969 shares; 2025Q4: 23,010 shares; 2026Q1: 23,356 shares; 2026Q2: 1,255,637 shares 1,255,637 $20.6M 0.12% +1,232,281 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: 56,266 shares; 2024Q4: 53,841 shares; 2025Q1: 54,118 shares; 2025Q2: 55,088 shares; 2025Q3: 58,238 shares; 2025Q4: 56,167 shares; 2026Q1: 56,149 shares; 2026Q2: 59,470 shares 59,470 $20.4M 0.12% +3,321 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,377 shares; 2024Q4: 32,099 shares; 2025Q1: 39,397 shares; 2025Q2: 39,523 shares; 2025Q3: 43,529 shares; 2025Q4: 57,468 shares; 2026Q1: 85,970 shares; 2026Q2: 349,560 shares 349,560 $20.1M 0.12% +263,590 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: 80,057 shares; 2024Q4: 147,955 shares; 2025Q1: 146,038 shares; 2025Q2: 155,749 shares; 2025Q3: 165,109 shares; 2025Q4: 176,065 shares; 2026Q1: 173,669 shares; 2026Q2: 135,272 shares 135,272 $19.8M 0.11% -38,397 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431,441 shares; 2026Q1: 402,853 shares; 2026Q2: 369,950 shares 369,950 $19.7M 0.11% -32,903 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: 75,928 shares; 2024Q4: 77,900 shares; 2025Q1: 78,222 shares; 2025Q2: 81,206 shares; 2025Q3: 133,001 shares; 2025Q4: 141,316 shares; 2026Q1: 183,568 shares; 2026Q2: 200,019 shares 200,019 $19.6M 0.11% +16,451 Timeline DFAI 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: 148,062 shares; 2024Q4: 143,986 shares; 2025Q1: 143,156 shares; 2025Q2: 186,474 shares; 2025Q3: 176,189 shares; 2025Q4: 178,600 shares; 2026Q1: 450,308 shares; 2026Q2: 472,494 shares 472,494 $19.5M 0.11% +22,186 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,386 shares; 2025Q2: 11,386 shares; 2025Q3: 16,988 shares; 2025Q4: 11,386 shares; 2026Q1: 13,786 shares; 2026Q2: 782,901 shares 782,901 $19.5M 0.11% +769,115 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: 182,773 shares; 2024Q4: 184,161 shares; 2025Q1: 183,318 shares; 2025Q2: 178,329 shares; 2025Q3: 178,738 shares; 2025Q4: 157,139 shares; 2026Q1: 198,930 shares; 2026Q2: 201,204 shares 201,204 $19.4M 0.11% +2,274 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: 248,349 shares; 2024Q4: 263,307 shares; 2025Q1: 364,108 shares; 2025Q2: 378,855 shares; 2025Q3: 349,532 shares; 2025Q4: 352,499 shares; 2026Q1: 544,854 shares; 2026Q2: 338,122 shares 338,122 $19.1M 0.11% -206,732 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: 3,010 shares; 2024Q4: 5,771 shares; 2025Q1: 43,691 shares; 2025Q2: 43,644 shares; 2025Q3: 46,041 shares; 2025Q4: 52,664 shares; 2026Q1: 49,736 shares; 2026Q2: 47,826 shares 47,826 $19M 0.11% -1,910 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: 107,009 shares; 2024Q4: 95,323 shares; 2025Q1: 525,145 shares; 2025Q2: 537,751 shares; 2025Q3: 546,016 shares; 2025Q4: 542,575 shares; 2026Q1: 522,446 shares; 2026Q2: 514,978 shares 514,978 $18.9M 0.11% -7,468 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,153 shares; 2025Q2: 73,972 shares; 2025Q3: 80,522 shares; 2025Q4: 76,855 shares; 2026Q1: 72,796 shares; 2026Q2: 78,936 shares 78,936 $18.9M 0.11% +6,140 Timeline GGM NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 708,533 shares; 2025Q2: 686,606 shares; 2025Q3: 571,057 shares; 2025Q4: 539,448 shares; 2026Q1: 592,712 shares; 2026Q2: 623,655 shares 623,655 $18.8M 0.11% +30,943 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502,058 shares; 2025Q2: 495,199 shares; 2025Q3: 503,671 shares; 2025Q4: 503,982 shares; 2026Q1: 524,537 shares; 2026Q2: 545,649 shares 545,649 $18.6M 0.11% +21,112 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: 108,650 shares; 2024Q4: 109,248 shares; 2025Q1: 109,945 shares; 2025Q2: 121,895 shares; 2025Q3: 115,872 shares; 2025Q4: 134,890 shares; 2026Q1: 165,696 shares; 2026Q2: 327,137 shares 327,137 $18.4M 0.11% +161,441 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: 22,909 shares; 2024Q4: 27,761 shares; 2025Q1: 31,127 shares; 2025Q2: 32,668 shares; 2025Q3: 33,894 shares; 2025Q4: 87,583 shares; 2026Q1: 91,689 shares; 2026Q2: 101,276 shares 101,276 $18.3M 0.11% +9,587 Timeline SCHH 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: 27,056 shares; 2024Q4: 28,071 shares; 2025Q1: 32,485 shares; 2025Q2: 29,001 shares; 2025Q3: 24,395 shares; 2025Q4: 27,641 shares; 2026Q1: 746,140 shares; 2026Q2: 770,626 shares 770,626 $18.2M 0.11% +24,486 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: 28,817 shares; 2024Q4: 36,953 shares; 2025Q1: 103,557 shares; 2025Q2: 100,135 shares; 2025Q3: 107,747 shares; 2025Q4: 199,722 shares; 2026Q1: 188,333 shares; 2026Q2: 188,349 shares 188,349 $18.1M 0.11% +16 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: 91,446 shares; 2024Q4: 98,908 shares; 2025Q1: 96,150 shares; 2025Q2: 104,157 shares; 2025Q3: 101,167 shares; 2025Q4: 104,126 shares; 2026Q1: 107,964 shares; 2026Q2: 108,727 shares 108,727 $17.9M 0.1% +763 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,533 shares; 2024Q4: 110,631 shares; 2025Q1: 109,504 shares; 2025Q2: 107,436 shares; 2025Q3: 105,880 shares; 2025Q4: 107,597 shares; 2026Q1: 108,057 shares; 2026Q2: 107,050 shares 107,050 $17.6M 0.1% -1,007 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: not reported; 2024Q4: 3,608 shares; 2025Q1: 99,580 shares; 2025Q2: 99,965 shares; 2025Q3: 110,692 shares; 2025Q4: 117,907 shares; 2026Q1: 102,327 shares; 2026Q2: 58,652 shares 58,652 $17.5M 0.1% -43,675 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: 3,085 shares; 2024Q4: 3,448 shares; 2025Q1: 3,842 shares; 2025Q2: 5,490 shares; 2025Q3: 5,466 shares; 2025Q4: 10,616 shares; 2026Q1: 13,306 shares; 2026Q2: 145,966 shares 145,966 $17.4M 0.1% +132,660 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,538 shares; 2024Q4: 91,627 shares; 2025Q1: 87,915 shares; 2025Q2: 81,121 shares; 2025Q3: 78,883 shares; 2025Q4: 80,113 shares; 2026Q1: 79,742 shares; 2026Q2: 78,706 shares 78,706 $17.4M 0.1% -1,036 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: 122,142 shares; 2024Q4: 117,073 shares; 2025Q1: 130,181 shares; 2025Q2: 155,990 shares; 2025Q3: 207,113 shares; 2025Q4: 233,668 shares; 2026Q1: 257,838 shares; 2026Q2: 254,870 shares 254,870 $17.3M 0.1% -2,968 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,154 shares; 2024Q4: 258,466 shares; 2025Q1: 258,140 shares; 2025Q2: 254,349 shares; 2025Q3: 254,868 shares; 2025Q4: 247,953 shares; 2026Q1: 255,436 shares; 2026Q2: 246,729 shares 246,729 $17.1M 0.1% -8,707 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426,806 shares 426,806 $17.1M 0.1% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,504 shares; 2024Q4: 27,708 shares; 2025Q1: 29,138 shares; 2025Q2: 42,097 shares; 2025Q3: 30,800 shares; 2025Q4: 127,273 shares; 2026Q1: 138,051 shares; 2026Q2: 145,297 shares 145,297 $17.1M 0.1% +7,246 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,502 shares; 2024Q4: 18,522 shares; 2025Q1: 18,548 shares; 2025Q2: 18,576 shares; 2025Q3: 18,593 shares; 2025Q4: 16,492 shares; 2026Q1: 16,512 shares; 2026Q2: 224,439 shares 224,439 $17M 0.1% +207,927 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: 97,314 shares; 2024Q4: 142,155 shares; 2025Q1: 144,763 shares; 2025Q2: 143,454 shares; 2025Q3: 142,158 shares; 2025Q4: 147,355 shares; 2026Q1: 145,681 shares; 2026Q2: 144,718 shares 144,718 $17M 0.1% -963 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: 38,461 shares; 2024Q4: 47,597 shares; 2025Q1: 65,049 shares; 2025Q2: 68,520 shares; 2025Q3: 74,124 shares; 2025Q4: 171,403 shares; 2026Q1: 186,803 shares; 2026Q2: 193,331 shares 193,331 $17M 0.1% +6,528 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,467 shares; 2024Q4: 160,220 shares; 2025Q1: 154,554 shares; 2025Q2: 139,916 shares; 2025Q3: 130,836 shares; 2025Q4: 125,651 shares; 2026Q1: 128,124 shares; 2026Q2: 123,583 shares 123,583 $16.9M 0.1% -4,541 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,925 shares; 2024Q4: 165,063 shares; 2025Q1: 164,800 shares; 2025Q2: 163,889 shares; 2025Q3: 164,208 shares; 2025Q4: 158,839 shares; 2026Q1: 164,108 shares; 2026Q2: 162,299 shares 162,299 $16.7M 0.1% -1,809 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: 140,592 shares; 2024Q4: 165,812 shares; 2025Q1: 168,920 shares; 2025Q2: 157,936 shares; 2025Q3: 161,971 shares; 2025Q4: 122,422 shares; 2026Q1: 125,294 shares; 2026Q2: 133,691 shares 133,691 $16.6M 0.1% +8,397 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,449 shares; 2024Q4: 100,827 shares; 2025Q1: 108,523 shares; 2025Q2: 104,713 shares; 2025Q3: 104,303 shares; 2025Q4: 171,229 shares; 2026Q1: 170,143 shares; 2026Q2: 180,975 shares 180,975 $16.6M 0.1% +10,832 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: 49,956 shares; 2024Q4: 74,323 shares; 2025Q1: 64,737 shares; 2025Q2: 64,841 shares; 2025Q3: 67,957 shares; 2025Q4: 212,323 shares; 2026Q1: 459,636 shares; 2026Q2: 239,228 shares 239,228 $16.4M 0.09% -220,408 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,182 shares; 2025Q1: 99,292 shares; 2025Q2: 266,721 shares; 2025Q3: 358,793 shares; 2025Q4: 403,624 shares; 2026Q1: 223,569 shares; 2026Q2: 177,524 shares 177,524 $16.1M 0.09% -46,045 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,520 shares; 2024Q4: 67,854 shares; 2025Q1: 76,509 shares; 2025Q2: 88,161 shares; 2025Q3: 93,645 shares; 2025Q4: 105,647 shares; 2026Q1: 109,980 shares; 2026Q2: 126,743 shares 126,743 $16M 0.09% +16,763 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,740 shares; 2024Q4: 44,741 shares; 2025Q1: 43,908 shares; 2025Q2: 43,816 shares; 2025Q3: 43,564 shares; 2025Q4: 54,191 shares; 2026Q1: 43,347 shares; 2026Q2: 43,152 shares 43,152 $15.8M 0.09% -195 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: 43,613 shares; 2024Q4: 45,515 shares; 2025Q1: 44,112 shares; 2025Q2: 47,594 shares; 2025Q3: 51,952 shares; 2025Q4: 55,969 shares; 2026Q1: 59,094 shares; 2026Q2: 85,201 shares 85,201 $15.8M 0.09% +26,107 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: 20,177 shares; 2024Q4: 21,523 shares; 2025Q1: 23,505 shares; 2025Q2: 25,115 shares; 2025Q3: 25,331 shares; 2025Q4: 30,789 shares; 2026Q1: 35,833 shares; 2026Q2: 30,634 shares 30,634 $15.4M 0.09% -5,199 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,889 shares; 2024Q4: 14,572 shares; 2025Q1: 17,141 shares; 2025Q2: 18,377 shares; 2025Q3: 20,517 shares; 2025Q4: 21,971 shares; 2026Q1: 28,038 shares; 2026Q2: 30,129 shares 30,129 $15.3M 0.09% +2,091 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,208 shares; 2024Q4: 13,233 shares; 2025Q1: 13,379 shares; 2025Q2: 13,142 shares; 2025Q3: 13,703 shares; 2025Q4: 20,382 shares; 2026Q1: 19,730 shares; 2026Q2: 290,593 shares 290,593 $15.2M 0.09% +270,863 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: 26,311 shares; 2024Q4: 31,014 shares; 2025Q1: 32,331 shares; 2025Q2: 32,450 shares; 2025Q3: 32,011 shares; 2025Q4: 34,042 shares; 2026Q1: 41,386 shares; 2026Q2: 41,925 shares 41,925 $15.2M 0.09% +539 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: 657,504 shares; 2024Q4: 665,498 shares; 2025Q1: 709,406 shares; 2025Q2: 684,966 shares; 2025Q3: 723,556 shares; 2025Q4: 776,926 shares; 2026Q1: 804,883 shares; 2026Q2: 842,725 shares 842,725 $15.1M 0.09% +37,842 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,184 shares; 2024Q4: 25,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,375 shares; 2026Q1: 185,288 shares; 2026Q2: 180,690 shares 180,690 $15.1M 0.09% -4,598 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,402 shares; 2024Q4: 65,765 shares; 2025Q1: 71,178 shares; 2025Q2: 79,092 shares; 2025Q3: 78,956 shares; 2025Q4: 78,644 shares; 2026Q1: 77,816 shares; 2026Q2: 67,411 shares 67,411 $15M 0.09% -10,405 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: 16,367 shares; 2024Q4: 114,007 shares; 2025Q1: 113,863 shares; 2025Q2: 118,258 shares; 2025Q3: 126,980 shares; 2025Q4: 133,004 shares; 2026Q1: 151,802 shares; 2026Q2: 158,015 shares 158,015 $14.9M 0.09% +6,213 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 86,980 shares; 2025Q1: 85,919 shares; 2025Q2: 84,721 shares; 2025Q3: 85,702 shares; 2025Q4: 85,737 shares; 2026Q1: 85,446 shares; 2026Q2: 80,669 shares 80,669 $14.9M 0.09% -4,777 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,830 shares; 2024Q4: 107,193 shares; 2025Q1: 105,809 shares; 2025Q2: 108,752 shares; 2025Q3: 243,254 shares; 2025Q4: 259,344 shares; 2026Q1: 298,806 shares; 2026Q2: 293,880 shares 293,880 $14.9M 0.09% -4,926 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474,519 shares; 2026Q1: 498,235 shares; 2026Q2: 499,610 shares 499,610 $14.8M 0.09% +1,375 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,679 shares; 2024Q4: 69,197 shares; 2025Q1: 94,669 shares; 2025Q2: 97,416 shares; 2025Q3: 99,522 shares; 2025Q4: 107,257 shares; 2026Q1: 110,841 shares; 2026Q2: 117,866 shares 117,866 $14.7M 0.09% +7,025 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,495 shares; 2024Q4: 26,673 shares; 2025Q1: 41,599 shares; 2025Q2: 37,944 shares; 2025Q3: 38,187 shares; 2025Q4: 40,158 shares; 2026Q1: 39,042 shares; 2026Q2: 37,077 shares 37,077 $14.6M 0.08% -1,965 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: not reported; 2024Q4: 340 shares; 2025Q1: 1,542 shares; 2025Q2: 2,591 shares; 2025Q3: 4,950 shares; 2025Q4: 7,239 shares; 2026Q1: 7,534 shares; 2026Q2: 7,335 shares 7,335 $14.6M 0.08% -199 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,897 shares; 2024Q4: 197,102 shares; 2025Q1: 200,567 shares; 2025Q2: 206,216 shares; 2025Q3: 220,292 shares; 2025Q4: 222,163 shares; 2026Q1: 225,706 shares; 2026Q2: 230,558 shares 230,558 $14.5M 0.08% +4,852 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347,265 shares; 2025Q4: 360,542 shares; 2026Q1: 446,995 shares; 2026Q2: 528,430 shares 528,430 $14.4M 0.08% +81,435 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,966 shares; 2024Q4: 143,522 shares; 2025Q1: 144,413 shares; 2025Q2: 147,980 shares; 2025Q3: 146,389 shares; 2025Q4: 134,439 shares; 2026Q1: 138,998 shares; 2026Q2: 145,444 shares 145,444 $14.2M 0.08% +6,446 Timeline FSMB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701,965 shares 701,965 $14M 0.08% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 573,580 shares 573,580 $14M 0.08% new Timeline GLOF 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: 230,040 shares; 2026Q1: 257,783 shares; 2026Q2: 237,226 shares 237,226 $14M 0.08% -20,557 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,234 shares; 2024Q4: 81,502 shares; 2025Q1: 72,265 shares; 2025Q2: 68,185 shares; 2025Q3: 68,464 shares; 2025Q4: 64,555 shares; 2026Q1: 63,363 shares; 2026Q2: 61,849 shares 61,849 $13.9M 0.08% -1,514 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: 54,210 shares; 2024Q4: 68,313 shares; 2025Q1: 150,023 shares; 2025Q2: 151,218 shares; 2025Q3: 155,141 shares; 2025Q4: 165,683 shares; 2026Q1: 170,803 shares; 2026Q2: 168,266 shares 168,266 $13.9M 0.08% -2,537 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: 11,772 shares; 2024Q4: 24,371 shares; 2025Q1: 23,631 shares; 2025Q2: 62,136 shares; 2025Q3: 92,358 shares; 2025Q4: 211,416 shares; 2026Q1: 286,069 shares; 2026Q2: 260,263 shares 260,263 $13.8M 0.08% -25,806 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,191 shares; 2024Q4: 82,485 shares; 2025Q1: 602,610 shares; 2025Q2: 553,255 shares; 2025Q3: 520,454 shares; 2025Q4: 436,454 shares; 2026Q1: 408,316 shares; 2026Q2: 382,496 shares 382,496 $13.8M 0.08% -25,820 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: 835 shares; 2024Q4: 22,647 shares; 2025Q1: 24,433 shares; 2025Q2: 20,135 shares; 2025Q3: 27,243 shares; 2025Q4: 28,752 shares; 2026Q1: 27,186 shares; 2026Q2: 156,140 shares 156,140 $13.7M 0.08% +128,954 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 4,933 shares; 2025Q1: 41,060 shares; 2025Q2: 41,527 shares; 2025Q3: 42,050 shares; 2025Q4: 44,201 shares; 2026Q1: 45,828 shares; 2026Q2: 43,388 shares 43,388 $13.7M 0.08% -2,440 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,335 shares; 2025Q3: 3,865 shares; 2025Q4: 40,604 shares; 2026Q1: 41,234 shares; 2026Q2: 40,595 shares 40,595 $13.6M 0.08% -639 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,105 shares; 2024Q4: 37,648 shares; 2025Q1: 38,468 shares; 2025Q2: 38,761 shares; 2025Q3: 41,205 shares; 2025Q4: 244,313 shares; 2026Q1: 248,191 shares; 2026Q2: 250,637 shares 250,637 $13.6M 0.08% +2,446 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: 40,561 shares; 2024Q4: 37,738 shares; 2025Q1: 34,855 shares; 2025Q2: 35,684 shares; 2025Q3: 82,797 shares; 2025Q4: 245,852 shares; 2026Q1: 354,267 shares; 2026Q2: 298,862 shares 298,862 $13.6M 0.08% -55,405 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,091 shares; 2024Q4: 74,339 shares; 2025Q1: 79,647 shares; 2025Q2: 80,385 shares; 2025Q3: 78,828 shares; 2025Q4: 101,466 shares; 2026Q1: 101,800 shares; 2026Q2: 102,956 shares 102,956 $13.5M 0.08% +1,156 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258,434 shares; 2025Q2: 253,606 shares; 2025Q3: 246,114 shares; 2025Q4: 246,265 shares; 2026Q1: 240,925 shares; 2026Q2: 239,612 shares 239,612 $13.5M 0.08% -1,313 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 3,174 shares; 2025Q4: 52,732 shares; 2026Q1: 53,184 shares; 2026Q2: 52,707 shares 52,707 $13.5M 0.08% -477 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,277 shares; 2024Q4: 15,058 shares; 2025Q1: 43,188 shares; 2025Q2: 43,057 shares; 2025Q3: 46,572 shares; 2025Q4: 47,482 shares; 2026Q1: 44,090 shares; 2026Q2: 49,290 shares 49,290 $13.3M 0.08% +5,200 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: 321,220 shares; 2024Q4: 306,895 shares; 2025Q1: 304,093 shares; 2025Q2: 290,834 shares; 2025Q3: 279,963 shares; 2025Q4: 277,604 shares; 2026Q1: 272,865 shares; 2026Q2: 276,647 shares 276,647 $13.2M 0.08% +3,782 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,328 shares; 2024Q4: 51,565 shares; 2025Q1: 710,111 shares; 2025Q2: 679,083 shares; 2025Q3: 682,432 shares; 2025Q4: 676,024 shares; 2026Q1: 622,795 shares; 2026Q2: 592,342 shares 592,342 $13.2M 0.08% -30,453 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: 4,466 shares; 2024Q4: 16,369 shares; 2025Q1: 17,352 shares; 2025Q2: 19,184 shares; 2025Q3: 21,313 shares; 2025Q4: 49,252 shares; 2026Q1: 50,424 shares; 2026Q2: 53,415 shares 53,415 $13.2M 0.08% +2,991 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: 58,669 shares 58,669 $13.1M 0.08% new Timeline BDYN 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: 330,766 shares; 2025Q4: 362,567 shares; 2026Q1: 458,089 shares; 2026Q2: 473,249 shares 473,249 $13.1M 0.08% +15,160 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: 12,089 shares; 2024Q4: 20,522 shares; 2025Q1: 50,243 shares; 2025Q2: 28,042 shares; 2025Q3: 28,297 shares; 2025Q4: 29,212 shares; 2026Q1: 31,582 shares; 2026Q2: 31,173 shares 31,173 $13M 0.08% -409 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: 141,858 shares; 2024Q4: 144,229 shares; 2025Q1: 154,282 shares; 2025Q2: 160,360 shares; 2025Q3: 179,607 shares; 2025Q4: 217,444 shares; 2026Q1: 235,203 shares; 2026Q2: 249,966 shares 249,966 $12.9M 0.08% +14,763 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: 58,328 shares 58,328 $12.9M 0.07% new 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: 46,642 shares; 2024Q4: 50,520 shares; 2025Q1: 50,319 shares; 2025Q2: 51,754 shares; 2025Q3: 56,763 shares; 2025Q4: 70,610 shares; 2026Q1: 77,293 shares; 2026Q2: 81,747 shares 81,747 $12.8M 0.07% +4,454 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: 149,350 shares; 2024Q4: 91,505 shares; 2025Q1: 138,689 shares; 2025Q2: 138,588 shares; 2025Q3: 154,925 shares; 2025Q4: 420,267 shares; 2026Q1: 449,282 shares; 2026Q2: 531,671 shares 531,671 $12.8M 0.07% +82,389 Timeline CWI 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: 232,904 shares; 2024Q4: 232,772 shares; 2025Q1: 259,810 shares; 2025Q2: 275,064 shares; 2025Q3: 301,912 shares; 2025Q4: 298,280 shares; 2026Q1: 307,922 shares; 2026Q2: 314,489 shares 314,489 $12.8M 0.07% +6,567 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,131 shares; 2024Q4: 6,194 shares; 2025Q1: 6,239 shares; 2025Q2: 7,096 shares; 2025Q3: 7,650 shares; 2025Q4: 77,139 shares; 2026Q1: 77,029 shares; 2026Q2: 81,889 shares 81,889 $12.8M 0.07% +4,860 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,056 shares; 2024Q4: 78,884 shares; 2025Q1: 78,868 shares; 2025Q2: 78,974 shares; 2025Q3: 78,691 shares; 2025Q4: 75,983 shares; 2026Q1: 73,952 shares; 2026Q2: 75,194 shares 75,194 $12.8M 0.07% +1,242 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: 115,183 shares; 2024Q4: 114,697 shares; 2025Q1: 123,806 shares; 2025Q2: 125,314 shares; 2025Q3: 124,653 shares; 2025Q4: 117,485 shares; 2026Q1: 114,968 shares; 2026Q2: 116,781 shares 116,781 $12.6M 0.07% +1,813 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,663 shares; 2024Q4: 104,700 shares; 2025Q1: 102,489 shares; 2025Q2: 102,714 shares; 2025Q3: 91,632 shares; 2025Q4: 85,282 shares; 2026Q1: 85,006 shares; 2026Q2: 79,893 shares 79,893 $12.5M 0.07% -5,113 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: 73,213 shares; 2024Q4: 87,165 shares; 2025Q1: 94,606 shares; 2025Q2: 98,047 shares; 2025Q3: 101,169 shares; 2025Q4: 110,077 shares; 2026Q1: 128,054 shares; 2026Q2: 137,186 shares 137,186 $12.4M 0.07% +9,132 Timeline XLRE 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: 85,837 shares; 2025Q2: 19,865 shares; 2025Q3: 78,777 shares; 2025Q4: 117,323 shares; 2026Q1: 145,628 shares; 2026Q2: 276,975 shares 276,975 $12.2M 0.07% +131,347 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,551 shares; 2024Q4: 10,023 shares; 2025Q1: 10,101 shares; 2025Q2: 9,682 shares; 2025Q3: 10,115 shares; 2025Q4: 11,182 shares; 2026Q1: 11,199 shares; 2026Q2: 11,682 shares 11,682 $12.2M 0.07% +483 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: 2,735 shares; 2024Q4: 3,545 shares; 2025Q1: 6,108 shares; 2025Q2: 7,509 shares; 2025Q3: 7,790 shares; 2025Q4: 107,154 shares; 2026Q1: 257,549 shares; 2026Q2: 170,176 shares 170,176 $12.2M 0.07% -87,373 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 58,460 shares; 2025Q2: 53,756 shares; 2025Q3: 55,245 shares; 2025Q4: 54,945 shares; 2026Q1: 71,153 shares; 2026Q2: 72,335 shares 72,335 $12.1M 0.07% +1,182 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,268 shares; 2024Q4: 140,474 shares; 2025Q1: 140,984 shares; 2025Q2: 139,963 shares; 2025Q3: 129,256 shares; 2025Q4: 216,163 shares; 2026Q1: 219,820 shares; 2026Q2: 240,383 shares 240,383 $12.1M 0.07% +20,563 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: 312,028 shares; 2024Q4: 305,523 shares; 2025Q1: 302,910 shares; 2025Q2: 211,927 shares; 2025Q3: 213,548 shares; 2025Q4: 204,060 shares; 2026Q1: 172,764 shares; 2026Q2: 159,319 shares 159,319 $12M 0.07% -13,445 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,566 shares; 2025Q2: 33,323 shares; 2025Q3: 33,923 shares; 2025Q4: 35,180 shares; 2026Q1: 35,653 shares; 2026Q2: 35,981 shares 35,981 $12M 0.07% +328 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,255 shares; 2024Q4: 146,748 shares; 2025Q1: 146,032 shares; 2025Q2: 158,295 shares; 2025Q3: 156,917 shares; 2025Q4: 159,780 shares; 2026Q1: 136,429 shares; 2026Q2: 136,457 shares 136,457 $11.8M 0.07% +28 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,801 shares; 2024Q4: 160,051 shares; 2025Q1: 165,199 shares; 2025Q2: 167,347 shares; 2025Q3: 174,693 shares; 2025Q4: 183,560 shares; 2026Q1: 190,952 shares; 2026Q2: 241,835 shares 241,835 $11.8M 0.07% +50,883 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: 9,770 shares; 2024Q4: 12,415 shares; 2025Q1: 13,012 shares; 2025Q2: 13,781 shares; 2025Q3: 15,096 shares; 2025Q4: 34,623 shares; 2026Q1: 42,832 shares; 2026Q2: 38,967 shares 38,967 $11.6M 0.07% -3,865 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,676 shares; 2024Q4: 218,032 shares; 2025Q1: 217,075 shares; 2025Q2: 213,222 shares; 2025Q3: 211,013 shares; 2025Q4: 206,842 shares; 2026Q1: 208,749 shares; 2026Q2: 208,210 shares 208,210 $11.5M 0.07% -539 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: 12,068 shares; 2024Q4: 17,253 shares; 2025Q1: 18,817 shares; 2025Q2: 20,683 shares; 2025Q3: 22,705 shares; 2025Q4: 42,255 shares; 2026Q1: 49,787 shares; 2026Q2: 53,304 shares 53,304 $11.5M 0.07% +3,517 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: 539 shares; 2024Q4: 3,948 shares; 2025Q1: 19,836 shares; 2025Q2: 20,145 shares; 2025Q3: 20,248 shares; 2025Q4: 22,732 shares; 2026Q1: 23,055 shares; 2026Q2: 23,131 shares 23,131 $11.5M 0.07% +76 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: 8,487 shares; 2024Q4: 10,596 shares; 2025Q1: 32,024 shares; 2025Q2: 32,893 shares; 2025Q3: 33,095 shares; 2025Q4: 77,476 shares; 2026Q1: 87,505 shares; 2026Q2: 60,265 shares 60,265 $11.5M 0.07% -27,240 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 3,178 shares; 2026Q1: 39,111 shares; 2026Q2: 69,147 shares 69,147 $11.4M 0.07% +30,036 Timeline FNDA 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: 111,844 shares; 2024Q4: 249,823 shares; 2025Q1: 261,893 shares; 2025Q2: 269,061 shares; 2025Q3: 278,146 shares; 2025Q4: 281,555 shares; 2026Q1: 290,785 shares; 2026Q2: 298,409 shares 298,409 $11.4M 0.07% +7,624 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,115 shares; 2024Q4: 7,115 shares; 2025Q1: 7,269 shares; 2025Q2: 7,432 shares; 2025Q3: 7,266 shares; 2025Q4: 7,036 shares; 2026Q1: 111,764 shares; 2026Q2: 108,605 shares 108,605 $11.1M 0.06% -3,159 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: 26,325 shares; 2024Q4: 39,643 shares; 2025Q1: 42,619 shares; 2025Q2: 43,090 shares; 2025Q3: 43,958 shares; 2025Q4: 50,758 shares; 2026Q1: 56,875 shares; 2026Q2: 58,406 shares 58,406 $11.1M 0.06% +1,531 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535,320 shares; 2025Q2: 526,432 shares; 2025Q3: 508,440 shares; 2025Q4: 431,543 shares; 2026Q1: 353,743 shares; 2026Q2: 319,590 shares 319,590 $11M 0.06% -34,153 Timeline AVSU 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: 140,636 shares; 2024Q4: 139,519 shares; 2025Q1: 137,857 shares; 2025Q2: 134,616 shares; 2025Q3: 133,425 shares; 2025Q4: 133,249 shares; 2026Q1: 128,440 shares; 2026Q2: 124,225 shares 124,225 $11M 0.06% -4,215 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: 877 shares; 2024Q4: 1,842 shares; 2025Q1: 2,070 shares; 2025Q2: 2,314 shares; 2025Q3: 2,289 shares; 2025Q4: 28,135 shares; 2026Q1: 109,932 shares; 2026Q2: 110,680 shares 110,680 $11M 0.06% +748 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,196 shares; 2025Q2: 316,065 shares; 2025Q3: 306,738 shares; 2025Q4: 355,743 shares; 2026Q1: 253,319 shares; 2026Q2: 250,869 shares 250,869 $11M 0.06% -2,450 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: 19,669 shares; 2024Q4: 56,550 shares; 2025Q1: 55,588 shares; 2025Q2: 82,929 shares; 2025Q3: 98,966 shares; 2025Q4: 187,672 shares; 2026Q1: 151,211 shares; 2026Q2: 202,990 shares 202,990 $10.9M 0.06% +51,779 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,057 shares; 2024Q4: 32,410 shares; 2025Q1: 33,035 shares; 2025Q2: 34,293 shares; 2025Q3: 34,936 shares; 2025Q4: 34,204 shares; 2026Q1: 33,845 shares; 2026Q2: 34,180 shares 34,180 $10.9M 0.06% +335 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,423 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,261 shares; 2025Q3: 6,430 shares; 2025Q4: 6,451 shares; 2026Q1: 43,407 shares; 2026Q2: 36,108 shares 36,108 $10.9M 0.06% -7,299 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,190 shares; 2024Q4: 10,827 shares; 2025Q1: 21,465 shares; 2025Q2: 26,835 shares; 2025Q3: 47,649 shares; 2025Q4: 48,311 shares; 2026Q1: 49,039 shares; 2026Q2: 48,870 shares 48,870 $10.8M 0.06% -169 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,634 shares; 2025Q1: 150,329 shares; 2025Q2: 140,702 shares; 2025Q3: 153,959 shares; 2025Q4: 158,434 shares; 2026Q1: 158,504 shares; 2026Q2: 159,599 shares 159,599 $10.8M 0.06% +1,095 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 227,039 shares 227,039 $10.7M 0.06% new 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: 74,933 shares; 2024Q4: 74,652 shares; 2025Q1: 73,440 shares; 2025Q2: 72,898 shares; 2025Q3: 71,478 shares; 2025Q4: 118,025 shares; 2026Q1: 128,044 shares; 2026Q2: 119,112 shares 119,112 $10.5M 0.06% -8,932 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: 37,423 shares; 2024Q4: 39,442 shares; 2025Q1: 39,371 shares; 2025Q2: 38,466 shares; 2025Q3: 39,357 shares; 2025Q4: 117,971 shares; 2026Q1: 138,685 shares; 2026Q2: 135,573 shares 135,573 $10.4M 0.06% -3,112 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215,990 shares; 2025Q2: 211,162 shares; 2025Q3: 219,697 shares; 2025Q4: 281,356 shares; 2026Q1: 261,141 shares; 2026Q2: 254,691 shares 254,691 $10.4M 0.06% -6,450 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: 29,642 shares; 2024Q4: 28,417 shares; 2025Q1: 26,930 shares; 2025Q2: 26,438 shares; 2025Q3: 26,215 shares; 2025Q4: 29,167 shares; 2026Q1: 28,015 shares; 2026Q2: 28,266 shares 28,266 $10.3M 0.06% +251 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: 71,648 shares; 2024Q4: 78,194 shares; 2025Q1: 78,613 shares; 2025Q2: 86,537 shares; 2025Q3: 87,186 shares; 2025Q4: 192,559 shares; 2026Q1: 196,487 shares; 2026Q2: 205,565 shares 205,565 $10.2M 0.06% +9,078 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302,956 shares; 2025Q2: 160,551 shares; 2025Q3: 165,647 shares; 2025Q4: 440,279 shares; 2026Q1: 457,330 shares; 2026Q2: 444,256 shares 444,256 $10.1M 0.06% -13,074 Timeline BDVL 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: 293,827 shares; 2025Q4: 323,822 shares; 2026Q1: 349,455 shares; 2026Q2: 388,782 shares 388,782 $10.1M 0.06% +39,327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,399 shares; 2026Q1: 29,214 shares; 2026Q2: 30,095 shares 30,095 $10.1M 0.06% +881 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,184 shares; 2024Q4: 22,020 shares; 2025Q1: 22,082 shares; 2025Q2: 16,340 shares; 2025Q3: 16,772 shares; 2025Q4: 23,186 shares; 2026Q1: 22,971 shares; 2026Q2: 52,515 shares 52,515 $9.99M 0.06% +29,544 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: 2,381 shares; 2024Q4: 5,676 shares; 2025Q1: 13,293 shares; 2025Q2: 13,254 shares; 2025Q3: 14,562 shares; 2025Q4: 16,019 shares; 2026Q1: 16,884 shares; 2026Q2: 19,431 shares 19,431 $9.98M 0.06% +2,547 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: 8,491 shares; 2024Q4: 24,428 shares; 2025Q1: 49,435 shares; 2025Q2: 43,917 shares; 2025Q3: 45,747 shares; 2025Q4: 56,609 shares; 2026Q1: 70,652 shares; 2026Q2: 65,783 shares 65,783 $9.97M 0.06% -4,869 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: 206,254 shares; 2026Q2: 270,176 shares 270,176 $9.89M 0.06% +63,922 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 5,164 shares; 2025Q1: 11,426 shares; 2025Q2: 11,690 shares; 2025Q3: 12,210 shares; 2025Q4: 12,547 shares; 2026Q1: 12,125 shares; 2026Q2: 14,018 shares 14,018 $9.86M 0.06% +1,893 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,866 shares; 2024Q4: 187,056 shares; 2025Q1: 187,103 shares; 2025Q2: 179,428 shares; 2025Q3: 185,599 shares; 2025Q4: 180,486 shares; 2026Q1: 182,819 shares; 2026Q2: 182,189 shares 182,189 $9.55M 0.06% -630 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,437 shares; 2024Q4: 50,764 shares; 2025Q1: 56,401 shares; 2025Q2: 57,131 shares; 2025Q3: 54,429 shares; 2025Q4: 61,570 shares; 2026Q1: 62,581 shares; 2026Q2: 60,054 shares 60,054 $9.53M 0.06% -2,527 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: 57,559 shares; 2024Q4: 61,533 shares; 2025Q1: 63,641 shares; 2025Q2: 63,796 shares; 2025Q3: 63,262 shares; 2025Q4: 71,720 shares; 2026Q1: 95,720 shares; 2026Q2: 98,701 shares 98,701 $9.52M 0.06% +2,981 Timeline SHM 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: 36,006 shares; 2024Q4: 35,517 shares; 2025Q1: 34,363 shares; 2025Q2: 30,118 shares; 2025Q3: 29,021 shares; 2025Q4: 27,289 shares; 2026Q1: 178,906 shares; 2026Q2: 197,418 shares 197,418 $9.47M 0.05% +18,512 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: 48,931 shares; 2024Q4: 59,132 shares; 2025Q1: 329,915 shares; 2025Q2: 319,718 shares; 2025Q3: 270,260 shares; 2025Q4: 223,090 shares; 2026Q1: 183,323 shares; 2026Q2: 185,230 shares 185,230 $9.38M 0.05% +1,907 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,679 shares; 2024Q4: 19,071 shares; 2025Q1: 27,807 shares; 2025Q2: 22,263 shares; 2025Q3: 25,761 shares; 2025Q4: 80,920 shares; 2026Q1: 83,970 shares; 2026Q2: 90,642 shares 90,642 $9.38M 0.05% +6,672 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: 334,238 shares 334,238 $9.38M 0.05% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,521 shares; 2025Q2: 29,074 shares; 2025Q3: 29,902 shares; 2025Q4: 30,199 shares; 2026Q1: 31,109 shares; 2026Q2: 29,337 shares 29,337 $9.29M 0.05% -1,772 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: 1,160 shares; 2024Q4: 1,833 shares; 2025Q1: 5,078 shares; 2025Q2: 77,631 shares; 2025Q3: 77,856 shares; 2025Q4: 103,311 shares; 2026Q1: 103,768 shares; 2026Q2: 100,024 shares 100,024 $9.21M 0.05% -3,744 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,264 shares; 2025Q2: 260,137 shares; 2025Q3: 299,659 shares; 2025Q4: 299,867 shares; 2026Q1: 272,718 shares; 2026Q2: 223,617 shares 223,617 $9.19M 0.05% -49,101 Timeline ONEY 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: 60,858 shares; 2026Q1: 65,654 shares; 2026Q2: 71,713 shares 71,713 $9.19M 0.05% +6,059 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: 9,928 shares; 2024Q4: 26,419 shares; 2025Q1: 79,200 shares; 2025Q2: 79,009 shares; 2025Q3: 54,318 shares; 2025Q4: 104,525 shares; 2026Q1: 106,239 shares; 2026Q2: 116,780 shares 116,780 $9.14M 0.05% +10,541 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: 4,473 shares; 2024Q4: 18,093 shares; 2025Q1: 17,293 shares; 2025Q2: 18,392 shares; 2025Q3: 17,836 shares; 2025Q4: 31,026 shares; 2026Q1: 32,003 shares; 2026Q2: 30,799 shares 30,799 $9.03M 0.05% -1,204 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,578 shares; 2025Q2: 77,701 shares; 2025Q3: 75,655 shares; 2025Q4: 125,451 shares; 2026Q1: 132,058 shares; 2026Q2: 133,448 shares 133,448 $9.01M 0.05% +1,390 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: 18,534 shares; 2024Q4: 17,945 shares; 2025Q1: 19,865 shares; 2025Q2: 20,513 shares; 2025Q3: 21,172 shares; 2025Q4: 38,177 shares; 2026Q1: 38,961 shares; 2026Q2: 40,344 shares 40,344 $8.9M 0.05% +1,383 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 3,248 shares; 2025Q1: 3,508 shares; 2025Q2: 3,527 shares; 2025Q3: 4,243 shares; 2025Q4: 53,799 shares; 2026Q1: 54,349 shares; 2026Q2: 73,901 shares 73,901 $8.88M 0.05% +19,552 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: 81,399 shares; 2024Q4: 71,338 shares; 2025Q1: 72,753 shares; 2025Q2: 71,639 shares; 2025Q3: 71,413 shares; 2025Q4: 69,573 shares; 2026Q1: 103,002 shares; 2026Q2: 107,804 shares 107,804 $8.85M 0.05% +4,802 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,495 shares; 2025Q1: 15,552 shares; 2025Q2: 17,435 shares; 2025Q3: 16,191 shares; 2025Q4: 190,851 shares; 2026Q1: 189,914 shares; 2026Q2: 190,192 shares 190,192 $8.84M 0.05% +278 Timeline DFLV 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: 194,130 shares; 2024Q4: 191,396 shares; 2025Q1: 197,044 shares; 2025Q2: 189,077 shares; 2025Q3: 190,338 shares; 2025Q4: 190,915 shares; 2026Q1: 225,065 shares; 2026Q2: 221,536 shares 221,536 $8.76M 0.05% -3,529 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,383 shares; 2025Q2: 73,910 shares; 2025Q3: 59,134 shares; 2025Q4: 59,843 shares; 2026Q1: 46,082 shares; 2026Q2: 44,418 shares 44,418 $8.75M 0.05% -1,664 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,464 shares; 2024Q4: 6,068 shares; 2025Q1: 26,296 shares; 2025Q2: 33,278 shares; 2025Q3: 37,537 shares; 2025Q4: 40,904 shares; 2026Q1: 45,679 shares; 2026Q2: 53,328 shares 53,328 $8.72M 0.05% +7,649 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,781 shares; 2025Q2: 69,006 shares; 2025Q3: 68,525 shares; 2025Q4: 72,827 shares; 2026Q1: 70,531 shares; 2026Q2: 68,424 shares 68,424 $8.65M 0.05% -2,107 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: 37,736 shares; 2024Q4: 40,169 shares; 2025Q1: 80,882 shares; 2025Q2: 90,879 shares; 2025Q3: 93,558 shares; 2025Q4: 89,919 shares; 2026Q1: 127,577 shares; 2026Q2: 93,682 shares 93,682 $8.64M 0.05% -33,895 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,818 shares; 2024Q4: 11,516 shares; 2025Q1: 12,827 shares; 2025Q2: 12,846 shares; 2025Q3: 13,227 shares; 2025Q4: 17,517 shares; 2026Q1: 16,737 shares; 2026Q2: 16,576 shares 16,576 $8.6M 0.05% -161 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,608 shares; 2024Q4: 11,210 shares; 2025Q1: 11,201 shares; 2025Q2: 11,359 shares; 2025Q3: 11,101 shares; 2025Q4: 24,763 shares; 2026Q1: 24,150 shares; 2026Q2: 30,132 shares 30,132 $8.55M 0.05% +5,982 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,023 shares; 2024Q4: 37,680 shares; 2025Q1: 37,725 shares; 2025Q2: 38,620 shares; 2025Q3: 45,077 shares; 2025Q4: 56,624 shares; 2026Q1: 64,543 shares; 2026Q2: 167,312 shares 167,312 $8.48M 0.05% +102,769 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: 12,624 shares; 2024Q4: 19,496 shares; 2025Q1: 23,789 shares; 2025Q2: 23,949 shares; 2025Q3: 110,157 shares; 2025Q4: 300,617 shares; 2026Q1: 333,788 shares; 2026Q2: 227,828 shares 227,828 $8.42M 0.05% -105,960 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,282 shares; 2024Q4: 8,148 shares; 2025Q1: 12,952 shares; 2025Q2: 38,072 shares; 2025Q3: 33,429 shares; 2025Q4: 26,429 shares; 2026Q1: 23,580 shares; 2026Q2: 27,939 shares 27,939 $8.35M 0.05% +4,359 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,954 shares; 2024Q4: 79,205 shares; 2025Q1: 79,836 shares; 2025Q2: 79,923 shares; 2025Q3: 82,435 shares; 2025Q4: 105,590 shares; 2026Q1: 87,774 shares; 2026Q2: 92,862 shares 92,862 $8.34M 0.05% +5,088 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: not reported; 2024Q4: 735 shares; 2025Q1: 716 shares; 2025Q2: 700 shares; 2025Q3: 729 shares; 2025Q4: 949 shares; 2026Q1: 10,244 shares; 2026Q2: 38,682 shares 38,682 $8.31M 0.05% +28,438 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,686 shares; 2025Q1: 42,318 shares; 2025Q2: 42,672 shares; 2025Q3: 43,588 shares; 2025Q4: 52,288 shares; 2026Q1: 52,198 shares; 2026Q2: 54,515 shares 54,515 $8.29M 0.05% +2,317 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; 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: 81,608 shares; 2026Q1: 79,538 shares; 2026Q2: 77,403 shares 77,403 $8.26M 0.05% -2,135 Timeline DFAE 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: 192,267 shares; 2026Q2: 202,320 shares 202,320 $8.14M 0.05% +10,053 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: 5,188 shares; 2024Q4: 7,190 shares; 2025Q1: 7,585 shares; 2025Q2: 8,539 shares; 2025Q3: 10,396 shares; 2025Q4: 23,287 shares; 2026Q1: 25,203 shares; 2026Q2: 23,531 shares 23,531 $8.02M 0.05% -1,672 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: 38,854 shares; 2024Q4: 43,846 shares; 2025Q1: 52,650 shares; 2025Q2: 54,255 shares; 2025Q3: 58,034 shares; 2025Q4: 78,260 shares; 2026Q1: 95,137 shares; 2026Q2: 111,031 shares 111,031 $7.99M 0.05% +15,894 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,033 shares; 2024Q4: 51,708 shares; 2025Q1: 52,038 shares; 2025Q2: 49,886 shares; 2025Q3: 54,024 shares; 2025Q4: 54,501 shares; 2026Q1: 54,075 shares; 2026Q2: 53,675 shares 53,675 $7.96M 0.05% -400 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,850 shares; 2026Q2: 127,894 shares 127,894 $7.93M 0.05% +44 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,298 shares; 2024Q4: 25,945 shares; 2025Q1: 24,694 shares; 2025Q2: 24,866 shares; 2025Q3: 23,877 shares; 2025Q4: 78,428 shares; 2026Q1: 113,145 shares; 2026Q2: 85,199 shares 85,199 $7.82M 0.05% -27,946 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: not reported; 2024Q4: 3,361 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 32,535 shares; 2026Q1: 32,410 shares; 2026Q2: 35,928 shares 35,928 $7.8M 0.05% +3,518 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: 32,267 shares; 2024Q4: 39,526 shares; 2025Q1: 41,589 shares; 2025Q2: 44,647 shares; 2025Q3: 52,829 shares; 2025Q4: 56,886 shares; 2026Q1: 55,948 shares; 2026Q2: 147,442 shares 147,442 $7.76M 0.05% +91,494 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182,452 shares; 2025Q2: 203,270 shares; 2025Q3: 210,745 shares; 2025Q4: 208,476 shares; 2026Q1: 203,785 shares; 2026Q2: 198,183 shares 198,183 $7.74M 0.04% -5,602 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: 206,929 shares; 2024Q4: 199,104 shares; 2025Q1: 198,255 shares; 2025Q2: 184,984 shares; 2025Q3: 191,177 shares; 2025Q4: 191,982 shares; 2026Q1: 187,324 shares; 2026Q2: 178,657 shares 178,657 $7.62M 0.04% -8,667 Timeline CBSE ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,458 shares; 2025Q2: 181,283 shares; 2025Q3: 181,317 shares; 2025Q4: 182,912 shares; 2026Q1: 189,271 shares; 2026Q2: 145,146 shares 145,146 $7.6M 0.04% -44,125 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,991 shares; 2024Q4: 123,748 shares; 2025Q1: 154,595 shares; 2025Q2: 160,823 shares; 2025Q3: 208,629 shares; 2025Q4: 233,963 shares; 2026Q1: 245,991 shares; 2026Q2: 257,034 shares 257,034 $7.46M 0.04% +11,043 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: not reported; 2024Q4: 6,875 shares; 2025Q1: 6,955 shares; 2025Q2: 13,646 shares; 2025Q3: 13,801 shares; 2025Q4: 155,647 shares; 2026Q1: 164,578 shares; 2026Q2: 155,196 shares 155,196 $7.45M 0.04% -9,382 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,678 shares; 2024Q4: 6,659 shares; 2025Q1: 7,054 shares; 2025Q2: 6,982 shares; 2025Q3: 7,815 shares; 2025Q4: 85,787 shares; 2026Q1: 93,635 shares; 2026Q2: 98,342 shares 98,342 $7.45M 0.04% +4,707 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: 22,925 shares; 2024Q4: 28,922 shares; 2025Q1: 131,149 shares; 2025Q2: 132,226 shares; 2025Q3: 131,703 shares; 2025Q4: 140,829 shares; 2026Q1: 127,679 shares; 2026Q2: 128,475 shares 128,475 $7.43M 0.04% +796 Timeline PCY 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: 307,746 shares; 2024Q4: 305,393 shares; 2025Q1: 317,217 shares; 2025Q2: 312,664 shares; 2025Q3: 328,168 shares; 2025Q4: 341,267 shares; 2026Q1: 336,376 shares; 2026Q2: 338,938 shares 338,938 $7.34M 0.04% +2,562 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 122,469 shares; 2026Q1: 122,544 shares; 2026Q2: 121,688 shares 121,688 $7.32M 0.04% -856 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: 9,735 shares; 2024Q4: 11,799 shares; 2025Q1: 12,097 shares; 2025Q2: 12,454 shares; 2025Q3: 14,079 shares; 2025Q4: 17,887 shares; 2026Q1: 17,827 shares; 2026Q2: 18,385 shares 18,385 $7.31M 0.04% +558 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: 14,392 shares; 2024Q4: 14,784 shares; 2025Q1: 17,390 shares; 2025Q2: 18,138 shares; 2025Q3: 21,101 shares; 2025Q4: 96,882 shares; 2026Q1: 98,748 shares; 2026Q2: 106,769 shares 106,769 $7.29M 0.04% +8,021 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: 11,643 shares; 2024Q4: 13,805 shares; 2025Q1: 49,628 shares; 2025Q2: 50,689 shares; 2025Q3: 41,112 shares; 2025Q4: 35,800 shares; 2026Q1: 33,966 shares; 2026Q2: 31,880 shares 31,880 $7.24M 0.04% -2,086 Timeline PKW 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: 13,996 shares; 2024Q4: 41,596 shares; 2025Q1: 45,769 shares; 2025Q2: 45,256 shares; 2025Q3: 45,737 shares; 2025Q4: 48,893 shares; 2026Q1: 50,413 shares; 2026Q2: 51,046 shares 51,046 $7.23M 0.04% +633 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: 2,068 shares; 2025Q4: 47,842 shares; 2026Q1: 55,500 shares; 2026Q2: 44,492 shares 44,492 $7.19M 0.04% -11,008 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,705 shares; 2024Q4: 114,114 shares; 2025Q1: 115,115 shares; 2025Q2: 108,451 shares; 2025Q3: 112,159 shares; 2025Q4: 112,595 shares; 2026Q1: 120,589 shares; 2026Q2: 123,955 shares 123,955 $7.15M 0.04% +3,366 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: 5,311 shares; 2024Q4: 14,651 shares; 2025Q1: 51,614 shares; 2025Q2: 69,445 shares; 2025Q3: 69,522 shares; 2025Q4: 69,284 shares; 2026Q1: 73,090 shares; 2026Q2: 66,583 shares 66,583 $7.13M 0.04% -6,507 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,760 shares; 2024Q4: 38,420 shares; 2025Q1: 42,448 shares; 2025Q2: 40,033 shares; 2025Q3: 43,516 shares; 2025Q4: 55,322 shares; 2026Q1: 64,690 shares; 2026Q2: 68,452 shares 68,452 $7.12M 0.04% +3,762 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,426 shares; 2025Q2: 50,599 shares; 2025Q3: 51,997 shares; 2025Q4: 54,282 shares; 2026Q1: 53,973 shares; 2026Q2: 51,668 shares 51,668 $7.09M 0.04% -2,305 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,109 shares; 2025Q1: 7,629 shares; 2025Q2: 6,780 shares; 2025Q3: 9,980 shares; 2025Q4: 36,201 shares; 2026Q1: 46,230 shares; 2026Q2: 143,161 shares 143,161 $7.05M 0.04% +96,931 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,995 shares; 2024Q4: 11,174 shares; 2025Q1: 63,518 shares; 2025Q2: 65,713 shares; 2025Q3: 70,664 shares; 2025Q4: 150,188 shares; 2026Q1: 162,989 shares; 2026Q2: 164,689 shares 164,689 $7.03M 0.04% +1,700 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,852 shares; 2024Q4: 104,689 shares; 2025Q1: 106,136 shares; 2025Q2: 106,370 shares; 2025Q3: 110,355 shares; 2025Q4: 129,417 shares; 2026Q1: 130,057 shares; 2026Q2: 126,022 shares 126,022 $7M 0.04% -4,035 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: 2,569 shares; 2024Q4: 5,232 shares; 2025Q1: 30,137 shares; 2025Q2: 30,407 shares; 2025Q3: 29,866 shares; 2025Q4: 32,037 shares; 2026Q1: 63,934 shares; 2026Q2: 32,006 shares 32,006 $6.99M 0.04% -31,928 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,226 shares; 2025Q3: 4,537 shares; 2025Q4: 17,465 shares; 2026Q1: 34,266 shares; 2026Q2: 36,379 shares 36,379 $6.98M 0.04% +2,113 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,930 shares; 2026Q2: 334,757 shares 334,757 $6.96M 0.04% +323,827 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,883 shares; 2024Q4: 64,627 shares; 2025Q1: 71,532 shares; 2025Q2: 71,306 shares; 2025Q3: 76,378 shares; 2025Q4: 78,441 shares; 2026Q1: 74,941 shares; 2026Q2: 74,406 shares 74,406 $6.95M 0.04% -535 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,075 shares; 2024Q4: 32,706 shares; 2025Q1: 32,083 shares; 2025Q2: 32,290 shares; 2025Q3: 32,161 shares; 2025Q4: 45,224 shares; 2026Q1: 61,856 shares; 2026Q2: 63,334 shares 63,334 $6.93M 0.04% +1,478 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: 13,235 shares; 2024Q4: 14,249 shares; 2025Q1: 13,843 shares; 2025Q2: 13,340 shares; 2025Q3: 12,800 shares; 2025Q4: 21,491 shares; 2026Q1: 27,123 shares; 2026Q2: 28,200 shares 28,200 $6.85M 0.04% +1,077 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,182 shares; 2024Q4: 7,338 shares; 2025Q1: 50,438 shares; 2025Q2: 48,014 shares; 2025Q3: 41,366 shares; 2025Q4: 34,807 shares; 2026Q1: 34,340 shares; 2026Q2: 40,457 shares 40,457 $6.84M 0.04% +6,117 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: 23,629 shares; 2025Q2: 25,470 shares; 2025Q3: 27,852 shares; 2025Q4: 36,661 shares; 2026Q1: 34,788 shares; 2026Q2: 32,456 shares 32,456 $6.83M 0.04% -2,332 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: 1,118 shares; 2024Q4: 1,121 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,215 shares; 2025Q4: 29,170 shares; 2026Q1: 19,626 shares; 2026Q2: 25,293 shares 25,293 $6.7M 0.04% +5,667 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: 317,440 shares; 2024Q4: 309,602 shares; 2025Q1: 314,013 shares; 2025Q2: 309,918 shares; 2025Q3: 211,199 shares; 2025Q4: 207,960 shares; 2026Q1: 211,957 shares; 2026Q2: 196,162 shares 196,162 $6.69M 0.04% -15,795 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,862 shares; 2025Q2: 108,117 shares; 2025Q3: 99,311 shares; 2025Q4: 100,584 shares; 2026Q1: 99,144 shares; 2026Q2: 95,345 shares 95,345 $6.66M 0.04% -3,799 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,986 shares; 2025Q2: 54,782 shares; 2025Q3: 54,610 shares; 2025Q4: 62,761 shares; 2026Q1: 61,055 shares; 2026Q2: 73,569 shares 73,569 $6.64M 0.04% +12,514 Timeline IDMO 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: 1,293 shares; 2026Q2: 109,942 shares 109,942 $6.63M 0.04% +108,649 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,925 shares; 2024Q4: 50,912 shares; 2025Q1: 81,522 shares; 2025Q2: 78,354 shares; 2025Q3: 75,656 shares; 2025Q4: 47,173 shares; 2026Q1: 42,885 shares; 2026Q2: 32,223 shares 32,223 $6.61M 0.04% -10,662 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 8,112 shares; 2026Q1: 34,364 shares; 2026Q2: 39,578 shares 39,578 $6.55M 0.04% +5,214 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 4,310 shares; 2025Q1: 5,108 shares; 2025Q2: 6,002 shares; 2025Q3: 15,895 shares; 2025Q4: 13,356 shares; 2026Q1: 13,662 shares; 2026Q2: 14,639 shares 14,639 $6.53M 0.04% +977 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,798 shares; 2025Q1: 24,365 shares; 2025Q2: 27,186 shares; 2025Q3: 29,549 shares; 2025Q4: 31,394 shares; 2026Q1: 33,336 shares; 2026Q2: 35,166 shares 35,166 $6.5M 0.04% +1,830 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,634 shares; 2025Q2: 28,527 shares; 2025Q3: 29,557 shares; 2025Q4: 27,616 shares; 2026Q1: 24,559 shares; 2026Q2: 18,102 shares 18,102 $6.47M 0.04% -6,457 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: 83,773 shares; 2024Q4: 120,321 shares; 2025Q1: 126,301 shares; 2025Q2: 136,700 shares; 2025Q3: 157,621 shares; 2025Q4: 150,921 shares; 2026Q1: 178,155 shares; 2026Q2: 202,088 shares 202,088 $6.46M 0.04% +23,933 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,789 shares; 2024Q4: 94,670 shares; 2025Q1: 94,113 shares; 2025Q2: 94,626 shares; 2025Q3: 96,139 shares; 2025Q4: 89,174 shares; 2026Q1: 84,638 shares; 2026Q2: 83,636 shares 83,636 $6.41M 0.04% -1,002 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,856 shares; 2024Q4: 144,687 shares; 2025Q1: 160,295 shares; 2025Q2: 164,027 shares; 2025Q3: 179,462 shares; 2025Q4: 199,195 shares; 2026Q1: 210,632 shares; 2026Q2: 286,215 shares 286,215 $6.39M 0.04% +75,583 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: not reported; 2026Q1: 231,686 shares; 2026Q2: 248,986 shares 248,986 $6.36M 0.04% +17,300 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,398 shares; 2024Q4: 43,503 shares; 2025Q1: 42,570 shares; 2025Q2: 41,669 shares; 2025Q3: 39,544 shares; 2025Q4: 42,574 shares; 2026Q1: 38,949 shares; 2026Q2: 84,895 shares 84,895 $6.36M 0.04% +45,946 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,021 shares; 2024Q4: 140,030 shares; 2025Q1: 144,672 shares; 2025Q2: 141,598 shares; 2025Q3: 141,715 shares; 2025Q4: 142,884 shares; 2026Q1: 140,150 shares; 2026Q2: 133,923 shares 133,923 $6.31M 0.04% -6,227 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: 5,459 shares; 2024Q4: 52,350 shares; 2025Q1: 53,955 shares; 2025Q2: 51,475 shares; 2025Q3: 74,312 shares; 2025Q4: 74,574 shares; 2026Q1: 70,737 shares; 2026Q2: 65,438 shares 65,438 $6.26M 0.04% -5,299 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: 46,030 shares; 2024Q4: 57,875 shares; 2025Q1: 59,978 shares; 2025Q2: 68,359 shares; 2025Q3: 72,573 shares; 2025Q4: 81,121 shares; 2026Q1: 109,183 shares; 2026Q2: 75,117 shares 75,117 $6.24M 0.04% -34,066 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly shares; 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: 94,095 shares; 2026Q1: 95,419 shares; 2026Q2: 91,872 shares 91,872 $6.22M 0.04% -3,547 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,812 shares; 2024Q4: 3,227 shares; 2025Q1: 3,372 shares; 2025Q2: 3,461 shares; 2025Q3: 3,815 shares; 2025Q4: 40,201 shares; 2026Q1: 39,280 shares; 2026Q2: 36,385 shares 36,385 $6.17M 0.04% -2,895 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: 16,394 shares; 2024Q4: 20,198 shares; 2025Q1: 20,423 shares; 2025Q2: 24,719 shares; 2025Q3: 25,606 shares; 2025Q4: 53,539 shares; 2026Q1: 55,157 shares; 2026Q2: 52,532 shares 52,532 $6.16M 0.04% -2,625 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: 10,826 shares; 2024Q4: 9,199 shares; 2025Q1: 9,397 shares; 2025Q2: 9,452 shares; 2025Q3: 9,560 shares; 2025Q4: 20,797 shares; 2026Q1: 20,406 shares; 2026Q2: 19,581 shares 19,581 $6.16M 0.04% -825 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: 51,908 shares; 2024Q4: 53,509 shares; 2025Q1: 51,651 shares; 2025Q2: 51,244 shares; 2025Q3: 50,788 shares; 2025Q4: 51,686 shares; 2026Q1: 55,582 shares; 2026Q2: 57,827 shares 57,827 $6.16M 0.04% +2,245 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,992 shares; 2025Q4: 4,159 shares; 2026Q1: not reported; 2026Q2: 122,682 shares 122,682 $6.15M 0.04% new 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: 12,404 shares; 2024Q4: 12,103 shares; 2025Q1: 12,047 shares; 2025Q2: 12,150 shares; 2025Q3: 11,626 shares; 2025Q4: 66,027 shares; 2026Q1: 71,401 shares; 2026Q2: 65,858 shares 65,858 $6.14M 0.04% -5,543 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,577 shares; 2024Q4: 121,150 shares; 2025Q1: 114,861 shares; 2025Q2: 110,612 shares; 2025Q3: 108,948 shares; 2025Q4: 81,340 shares; 2026Q1: 77,682 shares; 2026Q2: 74,463 shares 74,463 $6.13M 0.04% -3,219 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: 12,600 shares; 2024Q4: 13,100 shares; 2025Q1: 15,546 shares; 2025Q2: 32,543 shares; 2025Q3: 31,651 shares; 2025Q4: 32,126 shares; 2026Q1: 130,947 shares; 2026Q2: 133,649 shares 133,649 $6.12M 0.04% +2,702 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: 1,067 shares; 2024Q4: 2,124 shares; 2025Q1: 3,033 shares; 2025Q2: 3,530 shares; 2025Q3: 3,692 shares; 2025Q4: 7,892 shares; 2026Q1: 14,090 shares; 2026Q2: 7,963 shares 7,963 $6.08M 0.04% -6,127 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262,987 shares; 2025Q2: 246,785 shares; 2025Q3: 247,943 shares; 2025Q4: 241,203 shares; 2026Q1: 258,057 shares; 2026Q2: 249,530 shares 249,530 $6.06M 0.04% -8,527 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,245 shares; 2025Q1: 3,670 shares; 2025Q2: 5,674 shares; 2025Q3: 10,572 shares; 2025Q4: 10,901 shares; 2026Q1: 60,883 shares; 2026Q2: 62,382 shares 62,382 $6.04M 0.04% +1,499 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: not reported; 2024Q4: 2,505 shares; 2025Q1: 3,349 shares; 2025Q2: 2,931 shares; 2025Q3: 2,498 shares; 2025Q4: 4,179 shares; 2026Q1: 24,293 shares; 2026Q2: 22,479 shares 22,479 $6.04M 0.04% -1,814 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: not reported; 2026Q1: 3,598 shares; 2026Q2: 74,407 shares 74,407 $6.03M 0.04% +70,809 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 20,035 shares; 2025Q1: 20,856 shares; 2025Q2: 21,048 shares; 2025Q3: 21,201 shares; 2025Q4: 22,915 shares; 2026Q1: 25,154 shares; 2026Q2: 23,569 shares 23,569 $6.03M 0.03% -1,585 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,955 shares; 2024Q4: 17,340 shares; 2025Q1: 20,213 shares; 2025Q2: 20,295 shares; 2025Q3: 20,492 shares; 2025Q4: 20,461 shares; 2026Q1: 20,992 shares; 2026Q2: 20,397 shares 20,397 $6.02M 0.03% -595 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 8,868 shares; 2025Q1: 15,650 shares; 2025Q2: 14,858 shares; 2025Q3: 14,376 shares; 2025Q4: 17,333 shares; 2026Q1: 19,701 shares; 2026Q2: 20,703 shares 20,703 $6.02M 0.03% +1,002 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: not reported; 2024Q4: 4,196 shares; 2025Q1: 5,583 shares; 2025Q2: 5,734 shares; 2025Q3: 8,082 shares; 2025Q4: 27,340 shares; 2026Q1: 31,493 shares; 2026Q2: 34,005 shares 34,005 $6M 0.03% +2,512 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,430 shares; 2024Q4: 37,820 shares; 2025Q1: 40,193 shares; 2025Q2: 39,809 shares; 2025Q3: 39,707 shares; 2025Q4: 39,706 shares; 2026Q1: 40,633 shares; 2026Q2: 40,491 shares 40,491 $5.98M 0.03% -142 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: 4,405 shares; 2024Q4: 8,096 shares; 2025Q1: 8,525 shares; 2025Q2: 8,888 shares; 2025Q3: 9,268 shares; 2025Q4: 69,735 shares; 2026Q1: 68,493 shares; 2026Q2: 73,580 shares 73,580 $5.91M 0.03% +5,087 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,607 shares 176,607 $5.9M 0.03% new Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,971 shares; 2025Q2: 82,509 shares; 2025Q3: 81,758 shares; 2025Q4: 87,545 shares; 2026Q1: 67,345 shares; 2026Q2: 65,556 shares 65,556 $5.89M 0.03% -1,789 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: 1,497 shares; 2025Q1: 1,557 shares; 2025Q2: 1,827 shares; 2025Q3: 1,967 shares; 2025Q4: 2,460 shares; 2026Q1: 2,685 shares; 2026Q2: 2,969 shares 2,969 $5.88M 0.03% +284 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP 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: 201,028 shares; 2026Q1: 210,448 shares; 2026Q2: 210,662 shares 210,662 $5.84M 0.03% +214 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,712 shares; 2024Q4: 6,340 shares; 2025Q1: 22,571 shares; 2025Q2: 29,475 shares; 2025Q3: 29,860 shares; 2025Q4: 32,721 shares; 2026Q1: 29,660 shares; 2026Q2: 28,373 shares 28,373 $5.82M 0.03% -1,287 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,828 shares; 2025Q2: 125,107 shares; 2025Q3: 134,016 shares; 2025Q4: 141,148 shares; 2026Q1: 135,209 shares; 2026Q2: 147,004 shares 147,004 $5.8M 0.03% +11,795 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,301 shares; 2024Q4: 8,850 shares; 2025Q1: 13,749 shares; 2025Q2: 13,449 shares; 2025Q3: 13,812 shares; 2025Q4: 17,856 shares; 2026Q1: 77,687 shares; 2026Q2: 66,689 shares 66,689 $5.8M 0.03% -10,998 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,598 shares; 2024Q4: 105,088 shares; 2025Q1: 117,692 shares; 2025Q2: 116,319 shares; 2025Q3: 116,719 shares; 2025Q4: 112,981 shares; 2026Q1: 116,599 shares; 2026Q2: 122,603 shares 122,603 $5.73M 0.03% +6,004 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,108 shares; 2024Q4: 58,145 shares; 2025Q1: 62,220 shares; 2025Q2: 61,928 shares; 2025Q3: 61,954 shares; 2025Q4: 69,744 shares; 2026Q1: 69,769 shares; 2026Q2: 69,930 shares 69,930 $5.73M 0.03% +161 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: not reported; 2024Q4: 5,621 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,490 shares; 2025Q4: 20,667 shares; 2026Q1: 22,831 shares; 2026Q2: 20,314 shares 20,314 $5.71M 0.03% -2,517 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: 87,483 shares; 2024Q4: 86,614 shares; 2025Q1: 63,960 shares; 2025Q2: 45,716 shares; 2025Q3: 40,729 shares; 2025Q4: 44,098 shares; 2026Q1: 45,431 shares; 2026Q2: 48,242 shares 48,242 $5.63M 0.03% +2,811 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,390 shares; 2024Q4: 32,886 shares; 2025Q1: 32,829 shares; 2025Q2: 30,493 shares; 2025Q3: 30,186 shares; 2025Q4: 64,543 shares; 2026Q1: 61,808 shares; 2026Q2: 58,290 shares 58,290 $5.62M 0.03% -3,518 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,498 shares; 2025Q2: 55,421 shares; 2025Q3: 57,277 shares; 2025Q4: 56,057 shares; 2026Q1: 54,948 shares; 2026Q2: 80,543 shares 80,543 $5.58M 0.03% +25,595 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,665 shares; 2025Q2: 41,916 shares; 2025Q3: 51,518 shares; 2025Q4: 63,108 shares; 2026Q1: 63,720 shares; 2026Q2: 63,861 shares 63,861 $5.57M 0.03% +141 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,878 shares; 2024Q4: 45,486 shares; 2025Q1: 39,336 shares; 2025Q2: 39,287 shares; 2025Q3: 39,155 shares; 2025Q4: 37,073 shares; 2026Q1: 37,392 shares; 2026Q2: 38,398 shares 38,398 $5.55M 0.03% +1,006 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: 86,306 shares; 2026Q2: 109,509 shares 109,509 $5.52M 0.03% +23,203 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 8,035 shares; 2025Q3: 11,951 shares; 2025Q4: 12,687 shares; 2026Q1: 17,177 shares; 2026Q2: 80,279 shares 80,279 $5.47M 0.03% +63,102 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: 21,381 shares; 2024Q4: 16,839 shares; 2025Q1: 16,880 shares; 2025Q2: 17,155 shares; 2025Q3: 14,825 shares; 2025Q4: 15,066 shares; 2026Q1: 15,819 shares; 2026Q2: 22,105 shares 22,105 $5.44M 0.03% +6,286 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 72,367 shares; 2026Q1: 72,359 shares; 2026Q2: 71,606 shares 71,606 $5.43M 0.03% -753 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: 95,032 shares; 2024Q4: 103,290 shares; 2025Q1: 103,768 shares; 2025Q2: 103,043 shares; 2025Q3: 103,258 shares; 2025Q4: 103,375 shares; 2026Q1: 106,701 shares; 2026Q2: 107,010 shares 107,010 $5.39M 0.03% +309 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,036 shares; 2026Q1: 104,332 shares; 2026Q2: 104,132 shares 104,132 $5.35M 0.03% -200 Timeline EES 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: 79,965 shares; 2025Q1: 79,765 shares; 2025Q2: 79,765 shares; 2025Q3: 79,265 shares; 2025Q4: 79,105 shares; 2026Q1: 78,904 shares; 2026Q2: 78,844 shares 78,844 $5.34M 0.03% -60 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: not reported; 2024Q4: 704 shares; 2025Q1: 718 shares; 2025Q2: 757 shares; 2025Q3: 925 shares; 2025Q4: 1,161 shares; 2026Q1: 1,333 shares; 2026Q2: 17,677 shares 17,677 $5.33M 0.03% +16,344 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,991 shares; 2024Q4: 23,024 shares; 2025Q1: 41,353 shares; 2025Q2: 45,782 shares; 2025Q3: 49,342 shares; 2025Q4: 49,389 shares; 2026Q1: 65,971 shares; 2026Q2: 62,853 shares 62,853 $5.32M 0.03% -3,118 Timeline EWZ 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: 97,125 shares; 2025Q4: 141,929 shares; 2026Q1: 146,344 shares; 2026Q2: 153,870 shares 153,870 $5.31M 0.03% +7,526 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: 611 shares; 2024Q4: 1,228 shares; 2025Q1: 8,865 shares; 2025Q2: 9,019 shares; 2025Q3: 9,400 shares; 2025Q4: 9,513 shares; 2026Q1: 10,231 shares; 2026Q2: 10,405 shares 10,405 $5.3M 0.03% +174 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,359 shares; 2024Q4: 186,556 shares; 2025Q1: 158,228 shares; 2025Q2: 137,246 shares; 2025Q3: 121,141 shares; 2025Q4: 109,874 shares; 2026Q1: 107,294 shares; 2026Q2: 103,919 shares 103,919 $5.28M 0.03% -3,375 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,537 shares; 2024Q4: 51,087 shares; 2025Q1: 53,806 shares; 2025Q2: 127,626 shares; 2025Q3: 127,393 shares; 2025Q4: 131,787 shares; 2026Q1: 109,700 shares; 2026Q2: 102,081 shares 102,081 $5.28M 0.03% -7,619 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,967 shares; 2025Q2: 19,477 shares; 2025Q3: 19,895 shares; 2025Q4: 20,358 shares; 2026Q1: 19,568 shares; 2026Q2: 17,793 shares 17,793 $5.27M 0.03% -1,775 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 136,770 shares; 2026Q1: 137,837 shares; 2026Q2: 138,087 shares 138,087 $5.26M 0.03% +250 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,739 shares; 2024Q4: 8,988 shares; 2025Q1: 12,495 shares; 2025Q2: 13,670 shares; 2025Q3: 14,341 shares; 2025Q4: 17,926 shares; 2026Q1: 20,891 shares; 2026Q2: 20,135 shares 20,135 $5.26M 0.03% -756 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: 4,699 shares; 2024Q4: 5,347 shares; 2025Q1: 5,595 shares; 2025Q2: 5,765 shares; 2025Q3: 6,126 shares; 2025Q4: 7,029 shares; 2026Q1: 7,369 shares; 2026Q2: 7,364 shares 7,364 $5.25M 0.03% -5 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 28,049 shares; 2026Q1: 52,619 shares; 2026Q2: 68,979 shares 68,979 $5.22M 0.03% +16,360 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,999 shares; 2024Q4: 79,206 shares; 2025Q1: 81,770 shares; 2025Q2: 94,285 shares; 2025Q3: 99,828 shares; 2025Q4: 99,946 shares; 2026Q1: 100,209 shares; 2026Q2: 97,750 shares 97,750 $5.2M 0.03% -2,459 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,985 shares; 2024Q4: 51,196 shares; 2025Q1: 65,010 shares; 2025Q2: 69,562 shares; 2025Q3: 71,110 shares; 2025Q4: 75,565 shares; 2026Q1: 105,494 shares; 2026Q2: 97,716 shares 97,716 $5.19M 0.03% -7,778 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: 10,068 shares; 2024Q4: 11,956 shares; 2025Q1: 82,541 shares; 2025Q2: 86,241 shares; 2025Q3: 78,280 shares; 2025Q4: 110,619 shares; 2026Q1: 107,923 shares; 2026Q2: 107,764 shares 107,764 $5.14M 0.03% -159 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: 196,714 shares; 2024Q4: 340,511 shares; 2025Q1: 343,005 shares; 2025Q2: 337,430 shares; 2025Q3: 261,204 shares; 2025Q4: 232,165 shares; 2026Q1: 230,373 shares; 2026Q2: 222,234 shares 222,234 $5.14M 0.03% -8,139 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 117,144 shares; 2026Q1: 117,724 shares; 2026Q2: 117,469 shares 117,469 $5.13M 0.03% -255 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,637 shares; 2025Q2: 12,979 shares; 2025Q3: 13,628 shares; 2025Q4: 14,518 shares; 2026Q1: 14,334 shares; 2026Q2: 13,627 shares 13,627 $5.11M 0.03% -707 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: 9,680 shares; 2025Q3: 10,459 shares; 2025Q4: 11,226 shares; 2026Q1: 84,612 shares; 2026Q2: 91,876 shares 91,876 $5.11M 0.03% +7,264 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: 2,053 shares; 2025Q4: 21,705 shares; 2026Q1: 22,192 shares; 2026Q2: 21,098 shares 21,098 $5.1M 0.03% -1,094 Timeline BBHL BBH TR More: the full row for BBH 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: 301,709 shares; 2026Q1: 296,131 shares; 2026Q2: 293,168 shares 293,168 $5.1M 0.03% -2,963 Timeline PXF 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: 68,707 shares; 2024Q4: 70,064 shares; 2025Q1: 68,579 shares; 2025Q2: 68,445 shares; 2025Q3: 67,197 shares; 2025Q4: 67,203 shares; 2026Q1: 67,287 shares; 2026Q2: 67,414 shares 67,414 $5.1M 0.03% +127 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,087 shares; 2025Q1: 33,604 shares; 2025Q2: 32,998 shares; 2025Q3: 41,093 shares; 2025Q4: 186,524 shares; 2026Q1: 193,603 shares; 2026Q2: 198,859 shares 198,859 $5.1M 0.03% +5,256 Timeline IYR 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: 6,899 shares; 2025Q1: 14,069 shares; 2025Q2: 26,805 shares; 2025Q3: 34,912 shares; 2025Q4: 28,960 shares; 2026Q1: 31,493 shares; 2026Q2: 49,766 shares 49,766 $5.09M 0.03% +18,273 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,755 shares; 2024Q4: 55,066 shares; 2025Q1: 52,148 shares; 2025Q2: 56,297 shares; 2025Q3: 58,960 shares; 2025Q4: 75,003 shares; 2026Q1: 82,115 shares; 2026Q2: 84,243 shares 84,243 $5.09M 0.03% +2,128 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,303 shares; 2025Q3: 4,268 shares; 2025Q4: 4,397 shares; 2026Q1: 5,151 shares; 2026Q2: 108,298 shares 108,298 $5.08M 0.03% +103,147 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,798 shares; 2024Q4: 40,892 shares; 2025Q1: 113,225 shares; 2025Q2: 116,005 shares; 2025Q3: 97,511 shares; 2025Q4: 92,890 shares; 2026Q1: 65,035 shares; 2026Q2: 81,498 shares 81,498 $5.07M 0.03% +16,463 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,438 shares; 2026Q2: 205,206 shares 205,206 $5.06M 0.03% +16,768 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,445 shares; 2024Q4: 23,858 shares; 2025Q1: 33,905 shares; 2025Q2: 34,222 shares; 2025Q3: 41,492 shares; 2025Q4: 70,478 shares; 2026Q1: 146,269 shares; 2026Q2: 152,004 shares 152,004 $5.06M 0.03% +5,735 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,599 shares; 2024Q4: 21,398 shares; 2025Q1: 20,433 shares; 2025Q2: 16,409 shares; 2025Q3: 53,986 shares; 2025Q4: 154,876 shares; 2026Q1: 177,379 shares; 2026Q2: 184,632 shares 184,632 $5.05M 0.03% +7,253 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,577 shares 29,577 $5.03M 0.03% new Timeline SCHY 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: 108,596 shares; 2024Q4: 82,936 shares; 2025Q1: 94,529 shares; 2025Q2: 101,302 shares; 2025Q3: 109,714 shares; 2025Q4: 123,675 shares; 2026Q1: 148,830 shares; 2026Q2: 157,475 shares 157,475 $5M 0.03% +8,645 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: 42,655 shares; 2024Q4: 52,296 shares; 2025Q1: 200,976 shares; 2025Q2: 196,868 shares; 2025Q3: 191,297 shares; 2025Q4: 195,178 shares; 2026Q1: 193,135 shares; 2026Q2: 187,465 shares 187,465 $4.97M 0.03% -5,670 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,064 shares; 2025Q1: 8,754 shares; 2025Q2: 25,566 shares; 2025Q3: 32,231 shares; 2025Q4: 36,159 shares; 2026Q1: 66,679 shares; 2026Q2: 63,818 shares 63,818 $4.8M 0.03% -2,861 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,397 shares; 2024Q4: 9,410 shares; 2025Q1: 17,945 shares; 2025Q2: 16,754 shares; 2025Q3: 16,600 shares; 2025Q4: 20,296 shares; 2026Q1: 23,891 shares; 2026Q2: 102,569 shares 102,569 $4.78M 0.03% +78,678 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,069 shares; 2024Q4: 31,192 shares; 2025Q1: 31,158 shares; 2025Q2: 30,464 shares; 2025Q3: 33,989 shares; 2025Q4: 34,422 shares; 2026Q1: 36,018 shares; 2026Q2: 37,733 shares 37,733 $4.77M 0.03% +1,715 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: 43,833 shares; 2024Q4: 90,042 shares; 2025Q1: 109,178 shares; 2025Q2: 104,493 shares; 2025Q3: 96,234 shares; 2025Q4: 201,211 shares; 2026Q1: 201,269 shares; 2026Q2: 192,769 shares 192,769 $4.73M 0.03% -8,500 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: 31,847 shares; 2024Q4: 189,654 shares; 2025Q1: 201,059 shares; 2025Q2: 213,483 shares; 2025Q3: 212,619 shares; 2025Q4: 236,496 shares; 2026Q1: 232,222 shares; 2026Q2: 235,064 shares 235,064 $4.72M 0.03% +2,842 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,022 shares; 2024Q4: 32,200 shares; 2025Q1: 31,763 shares; 2025Q2: 30,017 shares; 2025Q3: 31,333 shares; 2025Q4: 34,413 shares; 2026Q1: 35,348 shares; 2026Q2: 35,984 shares 35,984 $4.7M 0.03% +636 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 2,275 shares; 2025Q1: 3,567 shares; 2025Q2: 3,608 shares; 2025Q3: 3,499 shares; 2025Q4: 5,051 shares; 2026Q1: 4,914 shares; 2026Q2: 6,208 shares 6,208 $4.69M 0.03% +1,294 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,585 shares; 2024Q4: 26,443 shares; 2025Q1: 28,797 shares; 2025Q2: 27,874 shares; 2025Q3: 27,151 shares; 2025Q4: 29,825 shares; 2026Q1: 28,723 shares; 2026Q2: 28,732 shares 28,732 $4.65M 0.03% +9 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,976 shares; 2024Q4: 185,812 shares; 2025Q1: 215,176 shares; 2025Q2: 192,781 shares; 2025Q3: 204,814 shares; 2025Q4: 125,689 shares; 2026Q1: 136,163 shares; 2026Q2: 132,545 shares 132,545 $4.64M 0.03% -3,618 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,293 shares; 2024Q4: 104,799 shares; 2025Q1: 109,138 shares; 2025Q2: 111,707 shares; 2025Q3: 111,711 shares; 2025Q4: 113,581 shares; 2026Q1: 116,707 shares; 2026Q2: 114,675 shares 114,675 $4.62M 0.03% -2,032 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: 2,615 shares; 2025Q1: 2,581 shares; 2025Q2: 2,704 shares; 2025Q3: 3,069 shares; 2025Q4: 3,685 shares; 2026Q1: 4,030 shares; 2026Q2: 4,788 shares 4,788 $4.62M 0.03% +758 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,040 shares; 2025Q4: 139,568 shares; 2026Q1: 128,221 shares; 2026Q2: 92,087 shares 92,087 $4.59M 0.03% -36,134 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,386 shares; 2024Q4: 17,407 shares; 2025Q1: 34,962 shares; 2025Q2: 17,523 shares; 2025Q3: 17,763 shares; 2025Q4: 17,728 shares; 2026Q1: 18,490 shares; 2026Q2: 18,777 shares 18,777 $4.55M 0.03% +287 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: 18,771 shares; 2024Q4: 24,372 shares; 2025Q1: 26,108 shares; 2025Q2: 24,076 shares; 2025Q3: 24,095 shares; 2025Q4: 29,736 shares; 2026Q1: 29,815 shares; 2026Q2: 31,686 shares 31,686 $4.54M 0.03% +1,871 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,104 shares; 2024Q4: 24,074 shares; 2025Q1: 26,049 shares; 2025Q2: 26,149 shares; 2025Q3: 27,207 shares; 2025Q4: 29,097 shares; 2026Q1: 29,655 shares; 2026Q2: 34,450 shares 34,450 $4.53M 0.03% +4,795 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: 4,470 shares; 2026Q2: 75,519 shares 75,519 $4.51M 0.03% +71,049 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: 26,310 shares 26,310 $4.5M 0.03% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,432 shares; 2025Q2: 20,332 shares; 2025Q3: 30,437 shares; 2025Q4: 30,812 shares; 2026Q1: 29,742 shares; 2026Q2: 32,751 shares 32,751 $4.47M 0.03% +3,009 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,119 shares; 2024Q4: 14,369 shares; 2025Q1: 14,601 shares; 2025Q2: 12,795 shares; 2025Q3: 13,259 shares; 2025Q4: 49,875 shares; 2026Q1: 53,180 shares; 2026Q2: 52,683 shares 52,683 $4.46M 0.03% -497 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,317 shares; 2024Q4: 12,964 shares; 2025Q1: 13,215 shares; 2025Q2: 13,629 shares; 2025Q3: 14,706 shares; 2025Q4: 14,359 shares; 2026Q1: 14,548 shares; 2026Q2: 18,658 shares 18,658 $4.45M 0.03% +4,110 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,491 shares; 2024Q4: 44,785 shares; 2025Q1: 45,448 shares; 2025Q2: 46,848 shares; 2025Q3: 32,326 shares; 2025Q4: 32,704 shares; 2026Q1: 73,527 shares; 2026Q2: 88,400 shares 88,400 $4.44M 0.03% +14,873 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: 2,820 shares; 2024Q4: 14,014 shares; 2025Q1: 14,834 shares; 2025Q2: 14,151 shares; 2025Q3: 14,520 shares; 2025Q4: 26,249 shares; 2026Q1: 18,238 shares; 2026Q2: 18,443 shares 18,443 $4.39M 0.03% +205 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,115 shares; 2024Q4: 43,786 shares; 2025Q1: 47,264 shares; 2025Q2: 53,708 shares; 2025Q3: 57,129 shares; 2025Q4: 58,752 shares; 2026Q1: 59,333 shares; 2026Q2: 58,886 shares 58,886 $4.38M 0.03% -447 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,083 shares; 2025Q2: 3,049 shares; 2025Q3: 47,838 shares; 2025Q4: 27,583 shares; 2026Q1: 54,733 shares; 2026Q2: 64,920 shares 64,920 $4.37M 0.03% +10,187 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: 46,847 shares; 2024Q4: 91,145 shares; 2025Q1: 82,358 shares; 2025Q2: 81,483 shares; 2025Q3: 81,572 shares; 2025Q4: 92,348 shares; 2026Q1: 93,144 shares; 2026Q2: 91,594 shares 91,594 $4.35M 0.03% -1,550 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,538 shares; 2024Q4: 158,763 shares; 2025Q1: 155,608 shares; 2025Q2: 152,373 shares; 2025Q3: 154,596 shares; 2025Q4: 140,280 shares; 2026Q1: 140,355 shares; 2026Q2: 142,061 shares 142,061 $4.33M 0.03% +1,706 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: 12,609 shares; 2025Q1: 15,944 shares; 2025Q2: 17,413 shares; 2025Q3: 16,094 shares; 2025Q4: 19,952 shares; 2026Q1: 23,505 shares; 2026Q2: 25,464 shares 25,464 $4.33M 0.03% +1,959 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,810 shares; 2025Q1: 119,195 shares; 2025Q2: 118,763 shares; 2025Q3: 118,558 shares; 2025Q4: 118,409 shares; 2026Q1: 117,635 shares; 2026Q2: 117,668 shares 117,668 $4.29M 0.02% +33 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: 6,505 shares; 2024Q4: 12,001 shares; 2025Q1: 13,960 shares; 2025Q2: 13,779 shares; 2025Q3: 14,858 shares; 2025Q4: 19,181 shares; 2026Q1: 18,874 shares; 2026Q2: 19,052 shares 19,052 $4.27M 0.02% +178 Timeline EWU 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: 79,591 shares; 2026Q1: 80,570 shares; 2026Q2: 91,744 shares 91,744 $4.23M 0.02% +11,174 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: not reported; 2024Q4: 922 shares; 2025Q1: 1,974 shares; 2025Q2: 1,356 shares; 2025Q3: 1,308 shares; 2025Q4: 2,953 shares; 2026Q1: 2,970 shares; 2026Q2: 4,327 shares 4,327 $4.23M 0.02% +1,357 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,080 shares; 2025Q4: 76,349 shares; 2026Q1: 64,774 shares; 2026Q2: 64,451 shares 64,451 $4.23M 0.02% -323 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,475 shares; 2024Q4: 51,411 shares; 2025Q1: 49,501 shares; 2025Q2: 49,114 shares; 2025Q3: 48,866 shares; 2025Q4: 47,967 shares; 2026Q1: 65,884 shares; 2026Q2: 58,163 shares 58,163 $4.22M 0.02% -7,721 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,203 shares; 2024Q4: 19,655 shares; 2025Q1: 19,528 shares; 2025Q2: 19,320 shares; 2025Q3: 19,181 shares; 2025Q4: 19,880 shares; 2026Q1: 20,772 shares; 2026Q2: 26,940 shares 26,940 $4.21M 0.02% +6,168 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,035 shares; 2024Q4: 73,281 shares; 2025Q1: 75,044 shares; 2025Q2: 77,284 shares; 2025Q3: 78,469 shares; 2025Q4: 83,485 shares; 2026Q1: 84,825 shares; 2026Q2: 84,372 shares 84,372 $4.21M 0.02% -453 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 11,400 shares; 2025Q1: 11,727 shares; 2025Q2: 11,275 shares; 2025Q3: 11,211 shares; 2025Q4: 13,746 shares; 2026Q1: 15,011 shares; 2026Q2: 15,214 shares 15,214 $4.19M 0.02% +203 Timeline BLV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,887 shares; 2026Q1: 61,522 shares; 2026Q2: 60,824 shares 60,824 $4.19M 0.02% -698 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,713 shares; 2024Q4: 62,840 shares; 2025Q1: 60,961 shares; 2025Q2: 59,044 shares; 2025Q3: 62,293 shares; 2025Q4: 62,106 shares; 2026Q1: 62,852 shares; 2026Q2: 63,069 shares 63,069 $4.19M 0.02% +217 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: 3,275 shares; 2024Q4: 3,592 shares; 2025Q1: 3,404 shares; 2025Q2: 3,385 shares; 2025Q3: 3,383 shares; 2025Q4: 6,541 shares; 2026Q1: 7,030 shares; 2026Q2: 6,220 shares 6,220 $4.15M 0.02% -810 Timeline