IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170,596 shares; 2024Q4: 6,512,721 shares; 2025Q1: 6,294,293 shares; 2025Q2: 6,456,904 shares; 2025Q3: 6,502,855 shares; 2025Q4: 6,536,789 shares; 2026Q1: 4,483,729 shares; 2026Q2: 4,791,453 shares 4,791,453 $3.62B 6.08% +307,724 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: 6,261,038 shares; 2024Q4: 7,134,996 shares; 2025Q1: 7,026,887 shares; 2025Q2: 7,551,499 shares; 2025Q3: 7,787,018 shares; 2025Q4: 7,814,046 shares; 2026Q1: 5,543,816 shares; 2026Q2: 6,393,572 shares 6,393,572 $1.87B 3.14% +849,756 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: 12,818,097 shares; 2024Q4: 14,334,897 shares; 2025Q1: 15,197,862 shares; 2025Q2: 16,505,965 shares; 2025Q3: 18,113,855 shares; 2025Q4: 19,621,070 shares; 2026Q1: 14,925,651 shares; 2026Q2: 16,602,475 shares 16,602,475 $1.62B 2.71% +1,676,824 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: 6,375,062 shares; 2024Q4: 7,170,359 shares; 2025Q1: 7,011,495 shares; 2025Q2: 7,575,703 shares; 2025Q3: 7,444,134 shares; 2025Q4: 7,757,490 shares; 2026Q1: 6,454,355 shares; 2026Q2: 7,300,993 shares 7,300,993 $1.33B 2.23% +846,638 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,862,866 shares; 2024Q4: 35,667,256 shares; 2025Q1: 38,822,260 shares; 2025Q2: 43,698,035 shares; 2025Q3: 49,333,372 shares; 2025Q4: 55,466,105 shares; 2026Q1: 42,086,273 shares; 2026Q2: 49,724,983 shares 49,724,983 $1.26B 2.11% +7,638,710 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: 2,285,791 shares; 2024Q4: 2,598,280 shares; 2025Q1: 2,688,111 shares; 2025Q2: 2,914,126 shares; 2025Q3: 2,944,451 shares; 2025Q4: 3,016,190 shares; 2026Q1: 2,358,353 shares; 2026Q2: 2,702,786 shares 2,702,786 $951M 1.6% +344,433 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: 14,168,112 shares; 2024Q4: 14,845,920 shares; 2025Q1: 15,697,319 shares; 2025Q2: 17,096,842 shares; 2025Q3: 17,755,887 shares; 2025Q4: 18,397,000 shares; 2026Q1: 12,959,833 shares; 2026Q2: 14,600,410 shares 14,600,410 $868M 1.46% +1,640,577 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,654,462 shares; 2024Q4: 17,952,297 shares; 2025Q1: 16,157,846 shares; 2025Q2: 16,921,668 shares; 2025Q3: 17,826,186 shares; 2025Q4: 18,458,748 shares; 2026Q1: 14,592,927 shares; 2026Q2: 16,409,142 shares 16,409,142 $859M 1.44% +1,816,215 Timeline USVM 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: 6,362 shares; 2024Q4: 32,392 shares; 2025Q1: 6,718,205 shares; 2025Q2: 7,468,966 shares; 2025Q3: 8,157,714 shares; 2025Q4: 8,775,986 shares; 2026Q1: 6,973,559 shares; 2026Q2: 7,950,998 shares 7,950,998 $855M 1.43% +977,439 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: 7,706,130 shares; 2024Q4: 8,166,120 shares; 2025Q1: 9,904,202 shares; 2025Q2: 9,645,590 shares; 2025Q3: 10,022,201 shares; 2025Q4: 10,377,165 shares; 2026Q1: 7,700,512 shares; 2026Q2: 9,226,406 shares 9,226,406 $843M 1.42% +1,525,894 Timeline JMOM 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: 9,619,219 shares; 2024Q4: 10,103,855 shares; 2025Q1: 11,633,460 shares; 2025Q2: 11,594,195 shares; 2025Q3: 11,896,007 shares; 2025Q4: 12,246,694 shares; 2026Q1: 9,124,355 shares; 2026Q2: 9,685,375 shares 9,685,375 $809M 1.36% +561,020 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: 2,912,705 shares; 2024Q4: 3,918,697 shares; 2025Q1: 3,135,806 shares; 2025Q2: 3,509,527 shares; 2025Q3: 3,656,926 shares; 2025Q4: 3,909,997 shares; 2026Q1: 2,927,864 shares; 2026Q2: 3,364,461 shares 3,364,461 $758M 1.27% +436,597 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: 2,154,907 shares; 2024Q4: 2,388,432 shares; 2025Q1: 2,508,914 shares; 2025Q2: 2,780,037 shares; 2025Q3: 2,802,666 shares; 2025Q4: 2,832,050 shares; 2026Q1: 2,102,382 shares; 2026Q2: 2,300,225 shares 2,300,225 $730M 1.23% +197,843 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,629,698 shares; 2024Q4: 19,664,249 shares; 2025Q1: 17,625,999 shares; 2025Q2: 18,286,649 shares; 2025Q3: 19,096,731 shares; 2025Q4: 19,865,565 shares; 2026Q1: 11,979,760 shares; 2026Q2: 13,428,393 shares 13,428,393 $704M 1.18% +1,448,633 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,852,128 shares; 2024Q4: 21,613,760 shares; 2025Q1: 23,633,284 shares; 2025Q2: 25,048,499 shares; 2025Q3: 27,236,673 shares; 2025Q4: 29,607,758 shares; 2026Q1: 22,955,036 shares; 2026Q2: 25,858,813 shares 25,858,813 $580M 0.97% +2,903,777 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: 318,110 shares; 2024Q4: 350,612 shares; 2025Q1: 87,176 shares; 2025Q2: 95,797 shares; 2025Q3: 127,000 shares; 2025Q4: 147,193 shares; 2026Q1: 192,019 shares; 2026Q2: 623,933 shares 623,933 $580M 0.97% +431,914 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: 7,834,480 shares; 2024Q4: 8,163,750 shares; 2025Q1: 7,640,588 shares; 2025Q2: 7,461,240 shares; 2025Q3: 7,661,969 shares; 2025Q4: 7,915,919 shares; 2026Q1: 5,507,331 shares; 2026Q2: 5,948,776 shares 5,948,776 $523M 0.88% +441,445 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,448,518 shares; 2024Q4: 7,300,696 shares; 2025Q1: 8,079,980 shares; 2025Q2: 8,961,125 shares; 2025Q3: 9,779,500 shares; 2025Q4: 10,912,606 shares; 2026Q1: 8,365,161 shares; 2026Q2: 9,761,860 shares 9,761,860 $493M 0.83% +1,396,699 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: 4,553,222 shares; 2024Q4: 4,890,241 shares; 2025Q1: 4,731,636 shares; 2025Q2: 4,728,205 shares; 2025Q3: 4,895,332 shares; 2025Q4: 5,102,049 shares; 2026Q1: 4,679,558 shares; 2026Q2: 5,369,195 shares 5,369,195 $479M 0.8% +689,637 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: 3,204,000 shares; 2024Q4: 3,271,611 shares; 2025Q1: 6,624,202 shares; 2025Q2: 6,675,665 shares; 2025Q3: 6,831,899 shares; 2025Q4: 6,977,742 shares; 2026Q1: 4,370,460 shares; 2026Q2: 4,702,673 shares 4,702,673 $459M 0.77% +332,213 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: 1,328,909 shares; 2024Q4: 1,600,222 shares; 2025Q1: 1,698,831 shares; 2025Q2: 1,724,086 shares; 2025Q3: 1,844,421 shares; 2025Q4: 1,936,788 shares; 2026Q1: 1,555,687 shares; 2026Q2: 1,833,813 shares 1,833,813 $429M 0.72% +278,126 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: 620,979 shares; 2024Q4: 655,510 shares; 2025Q1: 659,395 shares; 2025Q2: 670,291 shares; 2025Q3: 677,661 shares; 2025Q4: 693,353 shares; 2026Q1: 580,038 shares; 2026Q2: 592,442 shares 592,442 $424M 0.71% +12,404 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: 1,455,141 shares; 2024Q4: 1,603,327 shares; 2025Q1: 1,778,395 shares; 2025Q2: 2,031,381 shares; 2025Q3: 1,640,663 shares; 2025Q4: 1,645,183 shares; 2026Q1: 1,264,868 shares; 2026Q2: 1,335,236 shares 1,335,236 $398M 0.67% +70,368 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: 768,337 shares; 2024Q4: 800,436 shares; 2025Q1: 807,691 shares; 2025Q2: 875,114 shares; 2025Q3: 877,613 shares; 2025Q4: 881,778 shares; 2026Q1: 582,041 shares; 2026Q2: 573,085 shares 573,085 $394M 0.66% -8,956 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: 1,049,549 shares; 2024Q4: 1,304,370 shares; 2025Q1: 864,725 shares; 2025Q2: 960,695 shares; 2025Q3: 1,017,865 shares; 2025Q4: 8,079,491 shares; 2026Q1: 1,319,140 shares; 2026Q2: 1,382,139 shares 1,382,139 $357M 0.6% +62,999 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: 978,657 shares; 2024Q4: 1,127,476 shares; 2025Q1: 1,171,693 shares; 2025Q2: 1,049,335 shares; 2025Q3: 1,058,603 shares; 2025Q4: 1,080,217 shares; 2026Q1: 992,531 shares; 2026Q2: 723,113 shares 723,113 $347M 0.58% -269,418 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: 1,040,097 shares; 2024Q4: 1,581,967 shares; 2025Q1: 1,224,890 shares; 2025Q2: 1,205,624 shares; 2025Q3: 1,223,730 shares; 2025Q4: 1,252,930 shares; 2026Q1: 850,790 shares; 2026Q2: 1,011,090 shares 1,011,090 $342M 0.57% +160,300 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: 5,627,827 shares; 2024Q4: 17,473,484 shares; 2025Q1: 16,624,072 shares; 2025Q2: 19,566,506 shares; 2025Q3: 19,420,421 shares; 2025Q4: 19,086,174 shares; 2026Q1: 11,009,922 shares; 2026Q2: 11,231,423 shares 11,231,423 $334M 0.56% +221,501 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: 263,368 shares; 2025Q1: 300,193 shares; 2025Q2: 321,491 shares; 2025Q3: 300,913 shares; 2025Q4: 1,921,927 shares; 2026Q1: 1,075,725 shares; 2026Q2: 986,841 shares 986,841 $323M 0.54% -88,884 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: 935,371 shares; 2024Q4: 1,252,651 shares; 2025Q1: 1,413,464 shares; 2025Q2: 1,478,914 shares; 2025Q3: 1,479,777 shares; 2025Q4: 1,572,682 shares; 2026Q1: 1,147,118 shares; 2026Q2: 1,346,092 shares 1,346,092 $320M 0.54% +198,974 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: 1,028,623 shares; 2024Q4: 1,057,992 shares; 2025Q1: 1,161,108 shares; 2025Q2: 1,179,606 shares; 2025Q3: 1,221,713 shares; 2025Q4: 1,734,226 shares; 2026Q1: 1,446,101 shares; 2026Q2: 1,446,927 shares 1,446,927 $317M 0.53% +826 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: 306,518 shares; 2024Q4: 214,976 shares; 2025Q1: 226,950 shares; 2025Q2: 255,575 shares; 2025Q3: 196,747 shares; 2025Q4: 199,504 shares; 2026Q1: 295,014 shares; 2026Q2: 700,511 shares 700,511 $313M 0.52% +405,497 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: 451,355 shares; 2024Q4: 494,884 shares; 2025Q1: 514,600 shares; 2025Q2: 540,056 shares; 2025Q3: 569,530 shares; 2025Q4: 579,851 shares; 2026Q1: 429,463 shares; 2026Q2: 431,181 shares 431,181 $306M 0.51% +1,718 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: 1,878,691 shares; 2024Q4: 2,215,277 shares; 2025Q1: 2,172,413 shares; 2025Q2: 2,532,886 shares; 2025Q3: 2,800,124 shares; 2025Q4: 2,622,217 shares; 2026Q1: 1,828,424 shares; 2026Q2: 2,134,401 shares 2,134,401 $280M 0.47% +305,977 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: 2,316,752 shares; 2024Q4: 2,838,663 shares; 2025Q1: 2,400,752 shares; 2025Q2: 2,566,767 shares; 2025Q3: 2,785,399 shares; 2025Q4: 3,004,147 shares; 2026Q1: 1,955,094 shares; 2026Q2: 2,363,505 shares 2,363,505 $265M 0.44% +408,411 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: 534,897 shares; 2024Q4: 538,222 shares; 2025Q1: 599,364 shares; 2025Q2: 601,004 shares; 2025Q3: 593,913 shares; 2025Q4: 608,419 shares; 2026Q1: 467,125 shares; 2026Q2: 2,974,350 shares 2,974,350 $259M 0.43% +2,507,225 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: 855,666 shares; 2024Q4: 1,012,869 shares; 2025Q1: 1,070,903 shares; 2025Q2: 1,078,645 shares; 2025Q3: 1,078,233 shares; 2025Q4: 1,082,504 shares; 2026Q1: 678,991 shares; 2026Q2: 727,165 shares 727,165 $258M 0.43% +48,174 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: 1,457,528 shares; 2024Q4: 1,630,124 shares; 2025Q1: 1,125,021 shares; 2025Q2: 1,119,216 shares; 2025Q3: 1,129,960 shares; 2025Q4: 1,171,905 shares; 2026Q1: 852,166 shares; 2026Q2: 859,095 shares 859,095 $255M 0.43% +6,929 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: 1,195,698 shares; 2024Q4: 1,347,392 shares; 2025Q1: 1,356,364 shares; 2025Q2: 2,492,515 shares; 2025Q3: 2,447,448 shares; 2025Q4: 2,446,835 shares; 2026Q1: 1,462,756 shares; 2026Q2: 1,631,441 shares 1,631,441 $237M 0.4% +168,685 Timeline FLIA 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: 8,180,333 shares; 2024Q4: 9,302,450 shares; 2025Q1: 9,968,472 shares; 2025Q2: 10,619,579 shares; 2025Q3: 11,640,973 shares; 2025Q4: 13,034,397 shares; 2026Q1: 10,005,029 shares; 2026Q2: 11,587,212 shares 11,587,212 $234M 0.39% +1,582,183 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426,354 shares; 2024Q4: 1,763,706 shares; 2025Q1: 1,951,291 shares; 2025Q2: 3,425,956 shares; 2025Q3: 3,178,328 shares; 2025Q4: 3,324,859 shares; 2026Q1: 2,499,654 shares; 2026Q2: 2,618,622 shares 2,618,622 $222M 0.37% +118,968 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: 2,596,059 shares; 2024Q4: 3,133,361 shares; 2025Q1: 4,037,909 shares; 2025Q2: 3,953,763 shares; 2025Q3: 2,599,873 shares; 2025Q4: 2,700,893 shares; 2026Q1: 1,925,495 shares; 2026Q2: 1,921,618 shares 1,921,618 $221M 0.37% -3,877 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: 343,838 shares; 2024Q4: 419,162 shares; 2025Q1: 487,672 shares; 2025Q2: 599,490 shares; 2025Q3: 626,329 shares; 2025Q4: 716,911 shares; 2026Q1: 325,768 shares; 2026Q2: 374,203 shares 374,203 $218M 0.37% +48,435 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: 225,973 shares; 2024Q4: 277,972 shares; 2025Q1: 228,104 shares; 2025Q2: 284,689 shares; 2025Q3: 334,970 shares; 2025Q4: 406,365 shares; 2026Q1: 347,292 shares; 2026Q2: 648,956 shares 648,956 $207M 0.35% +301,664 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: 167,718 shares; 2024Q4: 138,172 shares; 2025Q1: 151,865 shares; 2025Q2: 187,931 shares; 2025Q3: 202,169 shares; 2025Q4: 213,986 shares; 2026Q1: 161,388 shares; 2026Q2: 183,702 shares 183,702 $197M 0.33% +22,314 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: 5,755,150 shares; 2024Q4: 5,082,038 shares; 2025Q1: 5,588,353 shares; 2025Q2: 6,853,875 shares; 2025Q3: 7,086,795 shares; 2025Q4: 5,695,603 shares; 2026Q1: 3,642,456 shares; 2026Q2: 3,883,899 shares 3,883,899 $196M 0.33% +241,443 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: 967,866 shares; 2024Q4: 943,286 shares; 2025Q1: 925,556 shares; 2025Q2: 1,018,853 shares; 2025Q3: 1,001,260 shares; 2025Q4: 981,507 shares; 2026Q1: 614,259 shares; 2026Q2: 607,622 shares 607,622 $196M 0.33% -6,637 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: 1,871,371 shares; 2024Q4: 2,090,321 shares; 2025Q1: 2,006,376 shares; 2025Q2: 2,555,298 shares; 2025Q3: 2,503,346 shares; 2025Q4: 2,520,192 shares; 2026Q1: 1,973,972 shares; 2026Q2: 1,993,012 shares 1,993,012 $193M 0.32% +19,040 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: 1,534,201 shares; 2024Q4: 1,671,883 shares; 2025Q1: 1,547,786 shares; 2025Q2: 1,593,343 shares; 2025Q3: 1,687,864 shares; 2025Q4: 1,718,923 shares; 2026Q1: 1,255,704 shares; 2026Q2: 1,411,990 shares 1,411,990 $192M 0.32% +156,286 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: 803,111 shares; 2024Q4: 706,543 shares; 2025Q1: 867,704 shares; 2025Q2: 1,039,172 shares; 2025Q3: 1,208,144 shares; 2025Q4: 1,326,990 shares; 2026Q1: 593,095 shares; 2026Q2: 611,261 shares 611,261 $189M 0.32% +18,166 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: 1,328,564 shares; 2024Q4: 1,560,491 shares; 2025Q1: 1,646,903 shares; 2025Q2: 1,662,739 shares; 2025Q3: 1,760,748 shares; 2025Q4: 1,797,434 shares; 2026Q1: 1,431,644 shares; 2026Q2: 1,625,531 shares 1,625,531 $184M 0.31% +193,887 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: 2,644,922 shares; 2024Q4: 2,734,817 shares; 2025Q1: 2,869,030 shares; 2025Q2: 3,073,670 shares; 2025Q3: 3,094,210 shares; 2025Q4: 3,191,019 shares; 2026Q1: 2,026,689 shares; 2026Q2: 2,164,896 shares 2,164,896 $182M 0.3% +138,207 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: 885,441 shares; 2024Q4: 1,297,050 shares; 2025Q1: 3,534,578 shares; 2025Q2: 4,456,511 shares; 2025Q3: 4,598,469 shares; 2025Q4: 4,637,090 shares; 2026Q1: 2,819,788 shares; 2026Q2: 2,831,310 shares 2,831,310 $175M 0.29% +11,522 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: 881,599 shares; 2024Q4: 1,029,649 shares; 2025Q1: 1,133,752 shares; 2025Q2: 1,037,632 shares; 2025Q3: 1,105,005 shares; 2025Q4: 1,358,751 shares; 2026Q1: 1,031,783 shares; 2026Q2: 1,131,012 shares 1,131,012 $174M 0.29% +99,229 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: 619,337 shares; 2024Q4: 925,279 shares; 2025Q1: 943,136 shares; 2025Q2: 938,040 shares; 2025Q3: 933,248 shares; 2025Q4: 1,348,726 shares; 2026Q1: 990,375 shares; 2026Q2: 1,188,743 shares 1,188,743 $172M 0.29% +198,368 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819,309 shares; 2024Q4: 814,181 shares; 2025Q1: 811,011 shares; 2025Q2: 813,979 shares; 2025Q3: 804,639 shares; 2025Q4: 734,365 shares; 2026Q1: 290,123 shares; 2026Q2: 379,977 shares 379,977 $170M 0.29% +89,854 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: 779,468 shares; 2024Q4: 908,083 shares; 2025Q1: 1,158,366 shares; 2025Q2: 1,095,434 shares; 2025Q3: 790,284 shares; 2025Q4: 806,561 shares; 2026Q1: 617,749 shares; 2026Q2: 665,812 shares 665,812 $170M 0.29% +48,063 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: 683,003 shares; 2024Q4: 904,286 shares; 2025Q1: 901,325 shares; 2025Q2: 1,716,119 shares; 2025Q3: 1,880,004 shares; 2025Q4: 2,125,547 shares; 2026Q1: 1,459,670 shares; 2026Q2: 1,670,089 shares 1,670,089 $168M 0.28% +210,419 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: 1,844,888 shares; 2024Q4: 1,901,961 shares; 2025Q1: 1,791,943 shares; 2025Q2: 3,174,782 shares; 2025Q3: 3,218,154 shares; 2025Q4: 3,254,229 shares; 2026Q1: 2,187,334 shares; 2026Q2: 2,358,435 shares 2,358,435 $167M 0.28% +171,101 Timeline BOXX 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: 1,047,642 shares; 2024Q4: 1,442,726 shares; 2025Q1: 1,613,964 shares; 2025Q2: 1,679,613 shares; 2025Q3: 1,764,680 shares; 2025Q4: 2,418,045 shares; 2026Q1: 1,406,217 shares; 2026Q2: 1,383,612 shares 1,383,612 $162M 0.27% -22,605 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: 115,143 shares; 2024Q4: 123,473 shares; 2025Q1: 221,507 shares; 2025Q2: 226,476 shares; 2025Q3: 219,215 shares; 2025Q4: 228,502 shares; 2026Q1: 139,435 shares; 2026Q2: 153,511 shares 153,511 $162M 0.27% +14,076 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,929 shares; 2025Q2: 24,992 shares; 2025Q3: 30,194 shares; 2025Q4: 31,691 shares; 2026Q1: 30,842 shares; 2026Q2: 84,847 shares 84,847 $159M 0.27% +54,005 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: 1,262,613 shares; 2024Q4: 1,277,173 shares; 2025Q1: 1,300,954 shares; 2025Q2: 1,329,428 shares; 2025Q3: 1,332,788 shares; 2025Q4: 1,286,320 shares; 2026Q1: 863,573 shares; 2026Q2: 854,663 shares 854,663 $158M 0.27% -8,910 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: 3,629,338 shares; 2024Q4: 11,471,870 shares; 2025Q1: 11,654,619 shares; 2025Q2: 12,067,607 shares; 2025Q3: 11,576,470 shares; 2025Q4: 7,692,427 shares; 2026Q1: 4,979,785 shares; 2026Q2: 4,807,434 shares 4,807,434 $155M 0.26% -172,351 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: 397,062 shares; 2024Q4: 404,669 shares; 2025Q1: 410,733 shares; 2025Q2: 405,606 shares; 2025Q3: 396,994 shares; 2025Q4: 393,249 shares; 2026Q1: 311,547 shares; 2026Q2: 1,248,519 shares 1,248,519 $154M 0.26% +936,972 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: 4,096,236 shares; 2024Q4: 8,464,449 shares; 2025Q1: 9,353,612 shares; 2025Q2: 9,316,311 shares; 2025Q3: 9,213,008 shares; 2025Q4: 9,291,715 shares; 2026Q1: 5,609,716 shares; 2026Q2: 5,538,941 shares 5,538,941 $153M 0.26% -70,775 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: 546,343 shares; 2024Q4: 581,337 shares; 2025Q1: 643,659 shares; 2025Q2: 623,814 shares; 2025Q3: 625,882 shares; 2025Q4: 614,518 shares; 2026Q1: 394,518 shares; 2026Q2: 418,784 shares 418,784 $148M 0.25% +24,266 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583,048 shares; 2024Q4: 1,742,498 shares; 2025Q1: 1,665,942 shares; 2025Q2: 2,611,984 shares; 2025Q3: 2,602,981 shares; 2025Q4: 2,550,909 shares; 2026Q1: 2,014,496 shares; 2026Q2: 2,044,400 shares 2,044,400 $146M 0.25% +29,904 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: 521,945 shares; 2024Q4: 683,456 shares; 2025Q1: 327,396 shares; 2025Q2: 379,478 shares; 2025Q3: 402,299 shares; 2025Q4: 451,646 shares; 2026Q1: 344,515 shares; 2026Q2: 366,825 shares 366,825 $144M 0.24% +22,310 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: 325,976 shares; 2024Q4: 518,796 shares; 2025Q1: 385,168 shares; 2025Q2: 399,185 shares; 2025Q3: 400,586 shares; 2025Q4: 378,221 shares; 2026Q1: 388,718 shares; 2026Q2: 464,220 shares 464,220 $142M 0.24% +75,502 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: 162,177 shares; 2024Q4: 197,593 shares; 2025Q1: 228,483 shares; 2025Q2: 202,331 shares; 2025Q3: 306,895 shares; 2025Q4: 181,311 shares; 2026Q1: 236,710 shares; 2026Q2: 297,372 shares 297,372 $141M 0.24% +60,662 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495,574 shares; 2024Q4: 4,827,737 shares; 2025Q1: 4,557,403 shares; 2025Q2: 4,513,314 shares; 2025Q3: 4,408,392 shares; 2025Q4: 4,346,500 shares; 2026Q1: 2,983,695 shares; 2026Q2: 3,171,700 shares 3,171,700 $141M 0.24% +188,005 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: 307,437 shares; 2024Q4: 339,227 shares; 2025Q1: 337,657 shares; 2025Q2: 542,758 shares; 2025Q3: 524,376 shares; 2025Q4: 508,594 shares; 2026Q1: 333,625 shares; 2026Q2: 336,014 shares 336,014 $136M 0.23% +2,389 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: 998,967 shares; 2024Q4: 1,110,484 shares; 2025Q1: 1,067,990 shares; 2025Q2: 1,186,806 shares; 2025Q3: 1,279,697 shares; 2025Q4: 1,278,338 shares; 2026Q1: 984,358 shares; 2026Q2: 1,060,373 shares 1,060,373 $135M 0.23% +76,015 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: 1,050,742 shares; 2024Q4: 1,327,633 shares; 2025Q1: 1,641,090 shares; 2025Q2: 1,780,886 shares; 2025Q3: 1,991,584 shares; 2025Q4: 2,138,718 shares; 2026Q1: 2,831,757 shares; 2026Q2: 3,715,372 shares 3,715,372 $135M 0.23% +883,615 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: 768,550 shares; 2024Q4: 1,115,291 shares; 2025Q1: 1,329,262 shares; 2025Q2: 1,899,154 shares; 2025Q3: 2,540,890 shares; 2025Q4: 2,717,626 shares; 2026Q1: 2,268,233 shares; 2026Q2: 2,629,605 shares 2,629,605 $132M 0.22% +361,372 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: 1,672,558 shares; 2024Q4: 1,664,184 shares; 2025Q1: 1,578,299 shares; 2025Q2: 1,962,221 shares; 2025Q3: 1,973,730 shares; 2025Q4: 1,944,624 shares; 2026Q1: 1,405,129 shares; 2026Q2: 1,430,952 shares 1,430,952 $131M 0.22% +25,823 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: 3,192,120 shares; 2024Q4: 3,662,222 shares; 2025Q1: 2,868,514 shares; 2025Q2: 2,943,137 shares; 2025Q3: 3,001,534 shares; 2025Q4: 3,071,634 shares; 2026Q1: 4,047,031 shares; 2026Q2: 2,892,296 shares 2,892,296 $131M 0.22% -1,154,735 Timeline AUSF 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: 4,747,154 shares; 2024Q4: 4,725,670 shares; 2025Q1: 4,679,485 shares; 2025Q2: 4,563,502 shares; 2025Q3: 4,632,551 shares; 2025Q4: 4,679,763 shares; 2026Q1: 2,399,578 shares; 2026Q2: 2,613,518 shares 2,613,518 $131M 0.22% +213,940 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: 973,063 shares; 2024Q4: 974,647 shares; 2025Q1: 969,920 shares; 2025Q2: 982,218 shares; 2025Q3: 979,863 shares; 2025Q4: 971,456 shares; 2026Q1: 699,710 shares; 2026Q2: 730,082 shares 730,082 $130M 0.22% +30,372 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,540 shares; 2024Q4: 18,864 shares; 2025Q1: 28,838 shares; 2025Q2: 56,058 shares; 2025Q3: 65,747 shares; 2025Q4: 74,859 shares; 2026Q1: 94,398 shares; 2026Q2: 231,211 shares 231,211 $130M 0.22% +136,813 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: 2,549,611 shares; 2024Q4: 7,608,951 shares; 2025Q1: 6,969,917 shares; 2025Q2: 6,808,311 shares; 2025Q3: 6,581,229 shares; 2025Q4: 6,372,410 shares; 2026Q1: 3,812,136 shares; 2026Q2: 3,727,556 shares 3,727,556 $128M 0.22% -84,580 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: 881,103 shares; 2024Q4: 1,031,582 shares; 2025Q1: 1,404,053 shares; 2025Q2: 1,777,086 shares; 2025Q3: 1,922,662 shares; 2025Q4: 2,021,674 shares; 2026Q1: 1,706,244 shares; 2026Q2: 1,868,372 shares 1,868,372 $128M 0.21% +162,128 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: 484,518 shares; 2024Q4: 624,137 shares; 2025Q1: 482,578 shares; 2025Q2: 483,708 shares; 2025Q3: 461,301 shares; 2025Q4: 464,308 shares; 2026Q1: 273,391 shares; 2026Q2: 314,815 shares 314,815 $128M 0.21% +41,424 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: 595,437 shares; 2024Q4: 615,415 shares; 2025Q1: 598,985 shares; 2025Q2: 628,710 shares; 2025Q3: 846,767 shares; 2025Q4: 661,286 shares; 2026Q1: 506,076 shares; 2026Q2: 442,110 shares 442,110 $126M 0.21% -63,966 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: 543,877 shares; 2024Q4: 578,476 shares; 2025Q1: 198,808 shares; 2025Q2: 201,709 shares; 2025Q3: 210,261 shares; 2025Q4: 222,021 shares; 2026Q1: 297,168 shares; 2026Q2: 333,742 shares 333,742 $125M 0.21% +36,574 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037,215 shares; 2024Q4: 2,462,131 shares; 2025Q1: 2,792,511 shares; 2025Q2: 3,369,271 shares; 2025Q3: 3,578,359 shares; 2025Q4: 3,723,423 shares; 2026Q1: 3,059,294 shares; 2026Q2: 3,375,302 shares 3,375,302 $124M 0.21% +316,008 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090,363 shares; 2024Q4: 1,211,434 shares; 2025Q1: 1,517,183 shares; 2025Q2: 1,462,732 shares; 2025Q3: 1,503,860 shares; 2025Q4: 1,630,567 shares; 2026Q1: 999,682 shares; 2026Q2: 1,111,769 shares 1,111,769 $122M 0.21% +112,087 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: 662,070 shares; 2024Q4: 671,674 shares; 2025Q1: 695,968 shares; 2025Q2: 684,004 shares; 2025Q3: 650,121 shares; 2025Q4: 652,027 shares; 2026Q1: 497,878 shares; 2026Q2: 494,171 shares 494,171 $122M 0.2% -3,707 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: 1,385,317 shares; 2024Q4: 1,542,269 shares; 2025Q1: 1,516,676 shares; 2025Q2: 1,818,416 shares; 2025Q3: 1,797,572 shares; 2025Q4: 1,803,183 shares; 2026Q1: 1,574,732 shares; 2026Q2: 1,502,015 shares 1,502,015 $122M 0.2% -72,717 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: 134,491 shares; 2024Q4: 163,070 shares; 2025Q1: 191,640 shares; 2025Q2: 154,811 shares; 2025Q3: 158,970 shares; 2025Q4: 157,290 shares; 2026Q1: 173,461 shares; 2026Q2: 182,074 shares 182,074 $120M 0.2% +8,613 Timeline DSTL 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: 1,025,473 shares; 2024Q4: 1,114,070 shares; 2025Q1: 1,450,803 shares; 2025Q2: 2,258,144 shares; 2025Q3: 2,403,189 shares; 2025Q4: 2,530,366 shares; 2026Q1: 1,822,049 shares; 2026Q2: 1,999,136 shares 1,999,136 $119M 0.2% +177,087 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: 2,042,382 shares; 2024Q4: 6,089,280 shares; 2025Q1: 5,903,425 shares; 2025Q2: 5,797,612 shares; 2025Q3: 5,733,253 shares; 2025Q4: 5,748,603 shares; 2026Q1: 3,418,815 shares; 2026Q2: 3,315,880 shares 3,315,880 $119M 0.2% -102,935 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: 522,016 shares; 2024Q4: 574,306 shares; 2025Q1: 592,229 shares; 2025Q2: 504,955 shares; 2025Q3: 688,503 shares; 2025Q4: 793,346 shares; 2026Q1: 487,222 shares; 2026Q2: 565,065 shares 565,065 $118M 0.2% +77,843 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: 556,295 shares; 2024Q4: 524,365 shares; 2025Q1: 536,450 shares; 2025Q2: 554,650 shares; 2025Q3: 569,990 shares; 2025Q4: 636,710 shares; 2026Q1: 540,541 shares; 2026Q2: 576,543 shares 576,543 $117M 0.2% +36,002 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,357,586 shares; 2024Q4: 6,846,141 shares; 2025Q1: 2,519,657 shares; 2025Q2: 2,272,842 shares; 2025Q3: 2,143,422 shares; 2025Q4: 2,064,689 shares; 2026Q1: 1,285,715 shares; 2026Q2: 1,245,164 shares 1,245,164 $117M 0.2% -40,551 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: 484,455 shares; 2024Q4: 506,090 shares; 2025Q1: 524,510 shares; 2025Q2: 728,340 shares; 2025Q3: 739,030 shares; 2025Q4: 753,260 shares; 2026Q1: 605,245 shares; 2026Q2: 1,055,522 shares 1,055,522 $117M 0.2% +450,277 Timeline VGIT 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: 194,123 shares; 2024Q4: 242,302 shares; 2025Q1: 237,096 shares; 2025Q2: 210,420 shares; 2025Q3: 203,603 shares; 2025Q4: 200,204 shares; 2026Q1: 1,912,898 shares; 2026Q2: 1,948,930 shares 1,948,930 $114M 0.19% +36,032 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: 1,593,032 shares; 2024Q4: 2,397,772 shares; 2025Q1: 2,628,232 shares; 2025Q2: 3,112,865 shares; 2025Q3: 3,146,450 shares; 2025Q4: 3,369,867 shares; 2026Q1: 4,044,856 shares; 2026Q2: 5,454,848 shares 5,454,848 $113M 0.19% +1,409,992 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: 659,595 shares; 2024Q4: 985,262 shares; 2025Q1: 719,636 shares; 2025Q2: 746,430 shares; 2025Q3: 742,647 shares; 2025Q4: 745,859 shares; 2026Q1: 704,867 shares; 2026Q2: 739,028 shares 739,028 $111M 0.19% +34,161 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,385 shares; 2024Q4: 159,390 shares; 2025Q1: 162,322 shares; 2025Q2: 172,666 shares; 2025Q3: 195,493 shares; 2025Q4: 219,988 shares; 2026Q1: 171,859 shares; 2026Q2: 327,681 shares 327,681 $109M 0.18% +155,822 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: 1,885,583 shares; 2024Q4: 2,724,696 shares; 2025Q1: 1,991,573 shares; 2025Q2: 1,840,682 shares; 2025Q3: 1,835,975 shares; 2025Q4: 1,843,589 shares; 2026Q1: 1,217,072 shares; 2026Q2: 1,391,339 shares 1,391,339 $109M 0.18% +174,267 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: 1,048,220 shares; 2024Q4: 1,130,393 shares; 2025Q1: 1,074,844 shares; 2025Q2: 1,338,060 shares; 2025Q3: 1,411,819 shares; 2025Q4: 1,545,958 shares; 2026Q1: 1,203,269 shares; 2026Q2: 1,164,059 shares 1,164,059 $104M 0.17% -39,210 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: 490,191 shares; 2024Q4: 484,491 shares; 2025Q1: 495,548 shares; 2025Q2: 498,404 shares; 2025Q3: 500,846 shares; 2025Q4: 478,113 shares; 2026Q1: 312,358 shares; 2026Q2: 341,697 shares 341,697 $102M 0.17% +29,339 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: 29,909 shares; 2024Q4: 37,918 shares; 2025Q1: 93,654 shares; 2025Q2: 114,975 shares; 2025Q3: 122,493 shares; 2025Q4: 157,712 shares; 2026Q1: 127,322 shares; 2026Q2: 330,319 shares 330,319 $102M 0.17% +202,997 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910,296 shares; 2024Q4: 2,890,125 shares; 2025Q1: 2,838,771 shares; 2025Q2: 2,840,265 shares; 2025Q3: 2,784,461 shares; 2025Q4: 2,702,280 shares; 2026Q1: 1,806,666 shares; 2026Q2: 1,853,369 shares 1,853,369 $102M 0.17% +46,703 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: 792,056 shares; 2024Q4: 870,595 shares; 2025Q1: 646,449 shares; 2025Q2: 728,559 shares; 2025Q3: 700,230 shares; 2025Q4: 696,767 shares; 2026Q1: 578,684 shares; 2026Q2: 572,675 shares 572,675 $101M 0.17% -6,009 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: 1,462,895 shares; 2024Q4: 1,598,953 shares; 2025Q1: 1,606,373 shares; 2025Q2: 1,620,106 shares; 2025Q3: 1,643,497 shares; 2025Q4: 1,684,459 shares; 2026Q1: 1,218,901 shares; 2026Q2: 1,072,839 shares 1,072,839 $100M 0.17% -146,062 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: 884,382 shares; 2024Q4: 1,094,534 shares; 2025Q1: 1,151,849 shares; 2025Q2: 1,222,320 shares; 2025Q3: 988,649 shares; 2025Q4: 1,025,223 shares; 2026Q1: 1,022,278 shares; 2026Q2: 1,220,829 shares 1,220,829 $100M 0.17% +198,551 Timeline BRIF FIS TR More: the full row for FIS 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: 2,663,455 shares 2,663,455 $98.9M 0.17% new Timeline JMTG 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: 2,815,302 shares; 2025Q3: 2,924,059 shares; 2025Q4: 2,972,996 shares; 2026Q1: 1,860,571 shares; 2026Q2: 1,960,299 shares 1,960,299 $98.7M 0.17% +99,728 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: 651,237 shares; 2024Q4: 2,140,452 shares; 2025Q1: 1,396,302 shares; 2025Q2: 1,451,447 shares; 2025Q3: 2,744,373 shares; 2025Q4: 3,177,583 shares; 2026Q1: 3,409,345 shares; 2026Q2: 4,095,259 shares 4,095,259 $98.6M 0.17% +685,914 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293,747 shares; 2024Q4: 2,440,637 shares; 2025Q1: 2,985,587 shares; 2025Q2: 2,644,271 shares; 2025Q3: 2,714,808 shares; 2025Q4: 2,892,552 shares; 2026Q1: 1,737,458 shares; 2026Q2: 1,947,459 shares 1,947,459 $98M 0.16% +210,001 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: 1,406,613 shares; 2024Q4: 2,854,815 shares; 2025Q1: 2,782,555 shares; 2025Q2: 4,652,197 shares; 2025Q3: 4,549,282 shares; 2025Q4: 4,406,361 shares; 2026Q1: 2,688,510 shares; 2026Q2: 2,788,801 shares 2,788,801 $97.4M 0.16% +100,291 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,390,404 shares; 2024Q4: 3,889,666 shares; 2025Q1: 4,364,196 shares; 2025Q2: 4,331,301 shares; 2025Q3: 4,538,444 shares; 2025Q4: 4,878,745 shares; 2026Q1: 3,344,383 shares; 2026Q2: 3,539,167 shares 3,539,167 $96.9M 0.16% +194,784 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: 302,889 shares; 2024Q4: 278,843 shares; 2025Q1: 316,790 shares; 2025Q2: 369,640 shares; 2025Q3: 445,175 shares; 2025Q4: 259,438 shares; 2026Q1: 215,035 shares; 2026Q2: 234,497 shares 234,497 $96.4M 0.16% +19,462 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: 97,170 shares; 2024Q4: 118,319 shares; 2025Q1: 118,950 shares; 2025Q2: 146,525 shares; 2025Q3: 202,796 shares; 2025Q4: 245,285 shares; 2026Q1: 204,472 shares; 2026Q2: 369,307 shares 369,307 $89.8M 0.15% +164,835 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: 339,287 shares; 2024Q4: 341,756 shares; 2025Q1: 316,169 shares; 2025Q2: 293,565 shares; 2025Q3: 286,472 shares; 2025Q4: 289,464 shares; 2026Q1: 950,636 shares; 2026Q2: 937,292 shares 937,292 $89.8M 0.15% -13,344 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: 537,790 shares; 2024Q4: 596,523 shares; 2025Q1: 606,701 shares; 2025Q2: 615,606 shares; 2025Q3: 615,149 shares; 2025Q4: 598,634 shares; 2026Q1: 603,344 shares; 2026Q2: 647,650 shares 647,650 $89.8M 0.15% +44,306 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: 179,611 shares; 2024Q4: 175,702 shares; 2025Q1: 183,258 shares; 2025Q2: 185,788 shares; 2025Q3: 183,753 shares; 2025Q4: 181,793 shares; 2026Q1: 106,615 shares; 2026Q2: 107,657 shares 107,657 $86.3M 0.14% +1,042 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774,712 shares; 2024Q4: 1,088,412 shares; 2025Q1: 2,505,947 shares; 2025Q2: 2,428,269 shares; 2025Q3: 2,412,194 shares; 2025Q4: 2,419,940 shares; 2026Q1: 1,445,107 shares; 2026Q2: 1,370,284 shares 1,370,284 $84.9M 0.14% -74,823 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: 1,637,530 shares; 2024Q4: 1,634,374 shares; 2025Q1: 1,607,085 shares; 2025Q2: 1,634,690 shares; 2025Q3: 1,598,482 shares; 2025Q4: 1,576,055 shares; 2026Q1: 1,028,531 shares; 2026Q2: 1,041,811 shares 1,041,811 $84.7M 0.14% +13,280 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: 350,334 shares; 2024Q4: 470,526 shares; 2025Q1: 550,613 shares; 2025Q2: 888,182 shares; 2025Q3: 1,214,457 shares; 2025Q4: 1,533,355 shares; 2026Q1: 1,635,544 shares; 2026Q2: 1,764,695 shares 1,764,695 $84.2M 0.14% +129,151 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133,860 shares; 2024Q4: 1,656,183 shares; 2025Q1: 1,501,736 shares; 2025Q2: 1,513,380 shares; 2025Q3: 1,421,991 shares; 2025Q4: 1,441,348 shares; 2026Q1: 1,144,831 shares; 2026Q2: 1,171,875 shares 1,171,875 $84M 0.14% +27,044 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: 383,016 shares; 2024Q4: 585,311 shares; 2025Q1: 511,669 shares; 2025Q2: 418,007 shares; 2025Q3: 420,563 shares; 2025Q4: 249,920 shares; 2026Q1: 200,899 shares; 2026Q2: 214,789 shares 214,789 $83.6M 0.14% +13,890 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: 519,395 shares; 2024Q4: 612,351 shares; 2025Q1: 590,120 shares; 2025Q2: 581,706 shares; 2025Q3: 568,546 shares; 2025Q4: 567,165 shares; 2026Q1: 390,349 shares; 2026Q2: 384,800 shares 384,800 $82.5M 0.14% -5,549 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: 1,506,086 shares; 2024Q4: 1,930,517 shares; 2025Q1: 1,606,782 shares; 2025Q2: 1,722,114 shares; 2025Q3: 1,757,460 shares; 2025Q4: 1,817,280 shares; 2026Q1: 1,291,956 shares; 2026Q2: 1,664,709 shares 1,664,709 $82.3M 0.14% +372,753 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230,752 shares; 2024Q4: 2,475,735 shares; 2025Q1: 2,590,073 shares; 2025Q2: 2,716,198 shares; 2025Q3: 2,724,657 shares; 2025Q4: 2,743,905 shares; 2026Q1: 1,940,940 shares; 2026Q2: 1,761,178 shares 1,761,178 $81.4M 0.14% -179,762 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: 365,663 shares; 2024Q4: 437,959 shares; 2025Q1: 411,606 shares; 2025Q2: 412,295 shares; 2025Q3: 426,363 shares; 2025Q4: 419,510 shares; 2026Q1: 253,086 shares; 2026Q2: 299,919 shares 299,919 $81.2M 0.14% +46,833 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: 1,909,848 shares; 2024Q4: 1,984,964 shares; 2025Q1: 1,995,650 shares; 2025Q2: 2,065,036 shares; 2025Q3: 2,093,013 shares; 2025Q4: 2,019,437 shares; 2026Q1: 1,196,765 shares; 2026Q2: 1,450,974 shares 1,450,974 $80.4M 0.13% +254,209 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: 309,259 shares; 2024Q4: 382,701 shares; 2025Q1: 362,362 shares; 2025Q2: 327,745 shares; 2025Q3: 320,889 shares; 2025Q4: 326,407 shares; 2026Q1: 232,619 shares; 2026Q2: 243,959 shares 243,959 $80.3M 0.13% +11,340 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: 299,018 shares; 2024Q4: 351,451 shares; 2025Q1: 439,082 shares; 2025Q2: 498,082 shares; 2025Q3: 549,481 shares; 2025Q4: 592,681 shares; 2026Q1: 510,848 shares; 2026Q2: 459,315 shares 459,315 $80.2M 0.13% -51,533 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,828 shares; 2024Q4: 292,957 shares; 2025Q1: 269,870 shares; 2025Q2: 270,888 shares; 2025Q3: 271,541 shares; 2025Q4: 284,418 shares; 2026Q1: 194,122 shares; 2026Q2: 220,436 shares 220,436 $79.7M 0.13% +26,314 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348,951 shares; 2024Q4: 2,271,842 shares; 2025Q1: 2,165,412 shares; 2025Q2: 2,171,151 shares; 2025Q3: 2,113,784 shares; 2025Q4: 2,013,264 shares; 2026Q1: 1,078,809 shares; 2026Q2: 1,178,115 shares 1,178,115 $79.6M 0.13% +99,306 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,350 shares; 2024Q4: 250,691 shares; 2025Q1: 314,416 shares; 2025Q2: 754,876 shares; 2025Q3: 821,270 shares; 2025Q4: 861,417 shares; 2026Q1: 813,173 shares; 2026Q2: 867,409 shares 867,409 $79.5M 0.13% +54,236 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: 1,610,345 shares; 2024Q4: 1,708,551 shares; 2025Q1: 1,762,045 shares; 2025Q2: 1,979,402 shares; 2025Q3: 2,002,575 shares; 2025Q4: 1,497,010 shares; 2026Q1: 939,709 shares; 2026Q2: 1,014,569 shares 1,014,569 $77.1M 0.13% +74,860 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: 315,228 shares; 2024Q4: 331,345 shares; 2025Q1: 326,772 shares; 2025Q2: 480,301 shares; 2025Q3: 460,904 shares; 2025Q4: 455,082 shares; 2026Q1: 324,522 shares; 2026Q2: 317,453 shares 317,453 $76.8M 0.13% -7,069 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: 122,992 shares; 2024Q4: 137,322 shares; 2025Q1: 147,961 shares; 2025Q2: 156,861 shares; 2025Q3: 158,507 shares; 2025Q4: 126,402 shares; 2026Q1: 116,363 shares; 2026Q2: 117,005 shares 117,005 $76.1M 0.13% +642 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,001 shares; 2024Q4: 10,384 shares; 2025Q1: 33,641 shares; 2025Q2: 84,576 shares; 2025Q3: 2,300,749 shares; 2025Q4: 2,892,787 shares; 2026Q1: 2,105,728 shares; 2026Q2: 3,099,211 shares 3,099,211 $75.4M 0.13% +993,483 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: 216,328 shares; 2024Q4: 532,433 shares; 2025Q1: 456,850 shares; 2025Q2: 466,496 shares; 2025Q3: 473,814 shares; 2025Q4: 460,550 shares; 2026Q1: 370,373 shares; 2026Q2: 339,398 shares 339,398 $75.3M 0.13% -30,975 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: 190,952 shares; 2024Q4: 240,186 shares; 2025Q1: 205,145 shares; 2025Q2: 223,500 shares; 2025Q3: 224,989 shares; 2025Q4: 236,527 shares; 2026Q1: 350,225 shares; 2026Q2: 379,211 shares 379,211 $75.3M 0.13% +28,986 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,880,013 shares; 2025Q2: 3,111,185 shares; 2025Q3: 3,120,253 shares; 2025Q4: 3,151,182 shares; 2026Q1: 1,866,122 shares; 2026Q2: 2,160,816 shares 2,160,816 $75.1M 0.13% +294,694 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: 1,524,578 shares; 2024Q4: 1,676,443 shares; 2025Q1: 2,606,123 shares; 2025Q2: 3,085,720 shares; 2025Q3: 3,309,180 shares; 2025Q4: 3,414,548 shares; 2026Q1: 2,695,731 shares; 2026Q2: 3,158,575 shares 3,158,575 $74.9M 0.13% +462,844 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: 1,060,996 shares; 2024Q4: 3,324,717 shares; 2025Q1: 2,270,896 shares; 2025Q2: 2,265,354 shares; 2025Q3: 2,319,974 shares; 2025Q4: 2,680,531 shares; 2026Q1: 2,584,356 shares; 2026Q2: 3,049,531 shares 3,049,531 $74.7M 0.13% +465,175 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: 937,303 shares; 2024Q4: 992,019 shares; 2025Q1: 1,087,355 shares; 2025Q2: 1,113,723 shares; 2025Q3: 1,129,079 shares; 2025Q4: 1,152,841 shares; 2026Q1: 705,118 shares; 2026Q2: 732,753 shares 732,753 $74M 0.12% +27,635 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: 198,349 shares; 2024Q4: 220,939 shares; 2025Q1: 251,025 shares; 2025Q2: 384,718 shares; 2025Q3: 390,154 shares; 2025Q4: 398,194 shares; 2026Q1: 228,029 shares; 2026Q2: 247,593 shares 247,593 $73.8M 0.12% +19,564 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: 921,261 shares; 2024Q4: 942,376 shares; 2025Q1: 996,046 shares; 2025Q2: 1,043,430 shares; 2025Q3: 1,078,612 shares; 2025Q4: 1,114,057 shares; 2026Q1: 691,834 shares; 2026Q2: 710,193 shares 710,193 $73.4M 0.12% +18,359 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: 198,576 shares; 2024Q4: 227,109 shares; 2025Q1: 310,258 shares; 2025Q2: 321,048 shares; 2025Q3: 348,657 shares; 2025Q4: 399,219 shares; 2026Q1: 988,226 shares; 2026Q2: 1,010,021 shares 1,010,021 $73.2M 0.12% +21,795 Timeline FMHI 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: 1,521,354 shares; 2024Q4: 1,151,317 shares; 2025Q1: 1,303,252 shares; 2025Q2: 1,468,443 shares; 2025Q3: 1,552,746 shares; 2025Q4: 1,604,484 shares; 2026Q1: 1,330,827 shares; 2026Q2: 1,503,752 shares 1,503,752 $72.7M 0.12% +172,925 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: 506,285 shares; 2024Q4: 553,174 shares; 2025Q1: 559,131 shares; 2025Q2: 582,680 shares; 2025Q3: 595,848 shares; 2025Q4: 640,661 shares; 2026Q1: 676,657 shares; 2026Q2: 440,262 shares 440,262 $72.4M 0.12% -236,395 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: 28,825 shares; 2024Q4: 59,612 shares; 2025Q1: 35,193 shares; 2025Q2: 36,695 shares; 2025Q3: 98,071 shares; 2025Q4: 136,173 shares; 2026Q1: 90,231 shares; 2026Q2: 137,986 shares 137,986 $72.3M 0.12% +47,755 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: 422,807 shares; 2024Q4: 477,177 shares; 2025Q1: 575,124 shares; 2025Q2: 908,649 shares; 2025Q3: 811,936 shares; 2025Q4: 917,304 shares; 2026Q1: 797,655 shares; 2026Q2: 694,940 shares 694,940 $71.4M 0.12% -102,715 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: 595,609 shares; 2024Q4: 573,876 shares; 2025Q1: 631,566 shares; 2025Q2: 679,597 shares; 2025Q3: 710,998 shares; 2025Q4: 735,080 shares; 2026Q1: 584,863 shares; 2026Q2: 665,748 shares 665,748 $71.2M 0.12% +80,885 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: 266,575 shares; 2024Q4: 408,455 shares; 2025Q1: 278,404 shares; 2025Q2: 326,284 shares; 2025Q3: 336,929 shares; 2025Q4: 340,307 shares; 2026Q1: 254,284 shares; 2026Q2: 291,021 shares 291,021 $71M 0.12% +36,737 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: 391,176 shares; 2024Q4: 493,997 shares; 2025Q1: 666,600 shares; 2025Q2: 702,059 shares; 2025Q3: 902,012 shares; 2025Q4: 857,225 shares; 2026Q1: 856,020 shares; 2026Q2: 724,206 shares 724,206 $70.7M 0.12% -131,814 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: 1,087,888 shares; 2024Q4: 1,191,119 shares; 2025Q1: 1,211,226 shares; 2025Q2: 1,157,920 shares; 2025Q3: 1,222,919 shares; 2025Q4: 1,225,780 shares; 2026Q1: 716,773 shares; 2026Q2: 727,465 shares 727,465 $70.6M 0.12% +10,692 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: 579,749 shares; 2024Q4: 1,916,503 shares; 2025Q1: 2,095,500 shares; 2025Q2: 2,260,548 shares; 2025Q3: 2,455,959 shares; 2025Q4: 2,775,960 shares; 2026Q1: 2,320,383 shares; 2026Q2: 2,500,208 shares 2,500,208 $70.6M 0.12% +179,825 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,766 shares; 2025Q1: 1,234,555 shares; 2025Q2: 1,513,303 shares; 2025Q3: 1,741,567 shares; 2025Q4: 1,911,699 shares; 2026Q1: 1,169,944 shares; 2026Q2: 1,414,173 shares 1,414,173 $70.3M 0.12% +244,229 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: 673,802 shares; 2024Q4: 1,166,387 shares; 2025Q1: 737,512 shares; 2025Q2: 761,845 shares; 2025Q3: 791,223 shares; 2025Q4: 821,289 shares; 2026Q1: 492,231 shares; 2026Q2: 652,810 shares 652,810 $69.9M 0.12% +160,579 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: 361,409 shares; 2024Q4: 477,719 shares; 2025Q1: 531,059 shares; 2025Q2: 570,014 shares; 2025Q3: 812,251 shares; 2025Q4: 855,915 shares; 2026Q1: 763,139 shares; 2026Q2: 921,461 shares 921,461 $69.7M 0.12% +158,322 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: 270,910 shares; 2024Q4: 275,604 shares; 2025Q1: 274,501 shares; 2025Q2: 275,606 shares; 2025Q3: 273,265 shares; 2025Q4: 275,311 shares; 2026Q1: 263,083 shares; 2026Q2: 261,417 shares 261,417 $69.6M 0.12% -1,666 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: 1,373,229 shares; 2024Q4: 1,532,393 shares; 2025Q1: 1,619,216 shares; 2025Q2: 1,651,638 shares; 2025Q3: 1,732,963 shares; 2025Q4: 1,818,650 shares; 2026Q1: 1,298,302 shares; 2026Q2: 1,384,672 shares 1,384,672 $68.5M 0.12% +86,370 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: 1,210,534 shares; 2024Q4: 1,924,157 shares; 2025Q1: 2,007,955 shares; 2025Q2: 2,032,202 shares; 2025Q3: 2,062,976 shares; 2025Q4: 2,123,336 shares; 2026Q1: 1,400,678 shares; 2026Q2: 1,444,828 shares 1,444,828 $68M 0.11% +44,150 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: 286,589 shares; 2024Q4: 315,387 shares; 2025Q1: 306,296 shares; 2025Q2: 320,873 shares; 2025Q3: 320,538 shares; 2025Q4: 597,132 shares; 2026Q1: 335,304 shares; 2026Q2: 365,638 shares 365,638 $67.3M 0.11% +30,334 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,912 shares; 2024Q4: 621,285 shares; 2025Q1: 517,961 shares; 2025Q2: 554,604 shares; 2025Q3: 559,658 shares; 2025Q4: 569,423 shares; 2026Q1: 315,704 shares; 2026Q2: 451,760 shares 451,760 $66.7M 0.11% +136,056 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: 3,918,255 shares; 2024Q4: 4,595,619 shares; 2025Q1: 3,760,641 shares; 2025Q2: 3,629,531 shares; 2025Q3: 3,644,978 shares; 2025Q4: 3,698,930 shares; 2026Q1: 2,673,437 shares; 2026Q2: 2,636,743 shares 2,636,743 $66.7M 0.11% -36,694 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,342,735 shares; 2026Q1: 6,217,136 shares; 2026Q2: 6,712,644 shares 6,712,644 $66.6M 0.11% +495,508 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: 17,155 shares; 2025Q1: 259,821 shares; 2025Q2: 428,698 shares; 2025Q3: 499,910 shares; 2025Q4: 594,032 shares; 2026Q1: 317,849 shares; 2026Q2: 429,242 shares 429,242 $66M 0.11% +111,393 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: 859,124 shares; 2024Q4: 3,246,949 shares; 2025Q1: 3,065,521 shares; 2025Q2: 3,144,561 shares; 2025Q3: 3,084,753 shares; 2025Q4: 3,109,536 shares; 2026Q1: 1,849,267 shares; 2026Q2: 1,892,340 shares 1,892,340 $65.6M 0.11% +43,073 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,011 shares; 2024Q4: 279,772 shares; 2025Q1: 292,966 shares; 2025Q2: 484,018 shares; 2025Q3: 595,236 shares; 2025Q4: 633,185 shares; 2026Q1: 489,770 shares; 2026Q2: 603,836 shares 603,836 $65.3M 0.11% +114,066 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: 172,141 shares; 2024Q4: 267,617 shares; 2025Q1: 162,167 shares; 2025Q2: 138,905 shares; 2025Q3: 140,568 shares; 2025Q4: 137,612 shares; 2026Q1: 91,044 shares; 2026Q2: 376,874 shares 376,874 $65.3M 0.11% +285,830 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877,223 shares; 2024Q4: 1,874,833 shares; 2025Q1: 1,862,411 shares; 2025Q2: 2,050,767 shares; 2025Q3: 2,238,504 shares; 2025Q4: 2,249,793 shares; 2026Q1: 1,166,594 shares; 2026Q2: 1,168,746 shares 1,168,746 $64M 0.11% +2,152 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: 292,670 shares; 2024Q4: 573,291 shares; 2025Q1: 396,663 shares; 2025Q2: 419,155 shares; 2025Q3: 537,643 shares; 2025Q4: 1,352,130 shares; 2026Q1: 1,072,369 shares; 2026Q2: 1,213,272 shares 1,213,272 $63.9M 0.11% +140,903 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: 448,467 shares; 2024Q4: 672,792 shares; 2025Q1: 478,859 shares; 2025Q2: 354,501 shares; 2025Q3: 351,751 shares; 2025Q4: 351,872 shares; 2026Q1: 276,924 shares; 2026Q2: 337,899 shares 337,899 $63.6M 0.11% +60,975 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: 1,071,899 shares; 2024Q4: 1,370,428 shares; 2025Q1: 1,184,958 shares; 2025Q2: 1,229,537 shares; 2025Q3: 572,304 shares; 2025Q4: 574,114 shares; 2026Q1: 613,906 shares; 2026Q2: 755,696 shares 755,696 $63.3M 0.11% +141,790 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: 176,858 shares; 2024Q4: 200,115 shares; 2025Q1: 250,469 shares; 2025Q2: 235,503 shares; 2025Q3: 252,427 shares; 2025Q4: 287,762 shares; 2026Q1: 186,533 shares; 2026Q2: 170,759 shares 170,759 $63M 0.11% -15,774 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,547,829 shares; 2025Q3: 2,515,421 shares; 2025Q4: 2,499,150 shares; 2026Q1: 1,813,286 shares; 2026Q2: 1,827,130 shares 1,827,130 $62M 0.1% +13,844 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: 826,480 shares; 2024Q4: 822,824 shares; 2025Q1: 837,097 shares; 2025Q2: 828,507 shares; 2025Q3: 826,751 shares; 2025Q4: 858,615 shares; 2026Q1: 554,428 shares; 2026Q2: 563,031 shares 563,031 $61.9M 0.1% +8,603 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: 7,945 shares; 2024Q4: 9,116 shares; 2025Q1: 236,640 shares; 2025Q2: 255,602 shares; 2025Q3: 297,484 shares; 2025Q4: 2,137,936 shares; 2026Q1: 1,186,981 shares; 2026Q2: 1,328,664 shares 1,328,664 $61.8M 0.1% +141,683 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: 211,978 shares; 2024Q4: 270,685 shares; 2025Q1: 598,401 shares; 2025Q2: 832,495 shares; 2025Q3: 630,324 shares; 2025Q4: 643,543 shares; 2026Q1: 374,879 shares; 2026Q2: 392,929 shares 392,929 $61.6M 0.1% +18,050 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: 404,265 shares; 2024Q4: 447,181 shares; 2025Q1: 423,859 shares; 2025Q2: 372,625 shares; 2025Q3: 726,080 shares; 2025Q4: 3,200,786 shares; 2026Q1: 2,129,910 shares; 2026Q2: 2,321,549 shares 2,321,549 $61.1M 0.1% +191,639 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153,227 shares; 2024Q4: 1,592,644 shares; 2025Q1: 1,737,175 shares; 2025Q2: 1,796,522 shares; 2025Q3: 1,937,897 shares; 2025Q4: 2,029,102 shares; 2026Q1: 1,348,871 shares; 2026Q2: 1,595,320 shares 1,595,320 $60.1M 0.1% +246,449 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: 632,482 shares; 2024Q4: 649,011 shares; 2025Q1: 584,065 shares; 2025Q2: 601,310 shares; 2025Q3: 608,444 shares; 2025Q4: 601,966 shares; 2026Q1: 455,156 shares; 2026Q2: 471,368 shares 471,368 $60M 0.1% +16,212 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706,398 shares; 2024Q4: 1,869,268 shares; 2025Q1: 2,045,305 shares; 2025Q2: 1,872,601 shares; 2025Q3: 1,952,396 shares; 2025Q4: 2,015,534 shares; 2026Q1: 1,392,172 shares; 2026Q2: 1,445,862 shares 1,445,862 $59.3M 0.1% +53,690 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: 624,287 shares; 2024Q4: 675,203 shares; 2025Q1: 1,771,140 shares; 2025Q2: 651,114 shares; 2025Q3: 1,758,504 shares; 2025Q4: 1,764,195 shares; 2026Q1: 462,800 shares; 2026Q2: 492,831 shares 492,831 $59.2M 0.1% +30,031 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: 402,266 shares; 2024Q4: 420,860 shares; 2025Q1: 386,563 shares; 2025Q2: 367,714 shares; 2025Q3: 371,834 shares; 2025Q4: 415,787 shares; 2026Q1: 406,905 shares; 2026Q2: 466,900 shares 466,900 $57.9M 0.1% +59,995 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: 2,133,919 shares; 2024Q4: 2,335,776 shares; 2025Q1: 2,357,550 shares; 2025Q2: 2,025,569 shares; 2025Q3: 1,855,964 shares; 2025Q4: 2,018,443 shares; 2026Q1: 1,187,270 shares; 2026Q2: 1,153,768 shares 1,153,768 $57.7M 0.1% -33,502 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,552,387 shares; 2024Q4: 2,725,795 shares; 2025Q1: 2,787,052 shares; 2025Q2: 2,762,427 shares; 2025Q3: 2,822,926 shares; 2025Q4: 2,874,696 shares; 2026Q1: 1,590,662 shares; 2026Q2: 1,736,919 shares 1,736,919 $57.6M 0.1% +146,257 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: 154,897 shares; 2024Q4: 209,893 shares; 2025Q1: 172,361 shares; 2025Q2: 181,142 shares; 2025Q3: 190,521 shares; 2025Q4: 192,131 shares; 2026Q1: 175,442 shares; 2026Q2: 194,637 shares 194,637 $57.5M 0.1% +19,195 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: 74,921 shares; 2024Q4: 73,202 shares; 2025Q1: 91,054 shares; 2025Q2: 74,171 shares; 2025Q3: 103,110 shares; 2025Q4: 942,443 shares; 2026Q1: 858,391 shares; 2026Q2: 945,955 shares 945,955 $57.5M 0.1% +87,564 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: 1,089,798 shares; 2024Q4: 1,309,347 shares; 2025Q1: 1,058,872 shares; 2025Q2: 964,662 shares; 2025Q3: 970,769 shares; 2025Q4: 968,401 shares; 2026Q1: 688,965 shares; 2026Q2: 726,540 shares 726,540 $57M 0.1% +37,575 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: 396,979 shares; 2024Q4: 440,680 shares; 2025Q1: 499,133 shares; 2025Q2: 489,308 shares; 2025Q3: 489,614 shares; 2025Q4: 493,191 shares; 2026Q1: 345,479 shares; 2026Q2: 353,157 shares 353,157 $56.9M 0.1% +7,678 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: 60,490 shares; 2024Q4: 71,859 shares; 2025Q1: 60,528 shares; 2025Q2: 80,558 shares; 2025Q3: 84,335 shares; 2025Q4: 83,687 shares; 2026Q1: 61,356 shares; 2026Q2: 560,526 shares 560,526 $56.9M 0.1% +499,170 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,252 shares; 2024Q4: 85,875 shares; 2025Q1: 80,922 shares; 2025Q2: 82,645 shares; 2025Q3: 90,046 shares; 2025Q4: 90,434 shares; 2026Q1: 215,237 shares; 2026Q2: 259,754 shares 259,754 $56.3M 0.09% +44,517 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,603 shares; 2024Q4: 140,964 shares; 2025Q1: 114,956 shares; 2025Q2: 128,882 shares; 2025Q3: 176,296 shares; 2025Q4: 1,921,158 shares; 2026Q1: 1,515,077 shares; 2026Q2: 1,969,959 shares 1,969,959 $56M 0.09% +454,882 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,538 shares; 2024Q4: 207,197 shares; 2025Q1: 187,975 shares; 2025Q2: 191,582 shares; 2025Q3: 205,752 shares; 2025Q4: 213,449 shares; 2026Q1: 561,646 shares; 2026Q2: 594,470 shares 594,470 $55.7M 0.09% +32,824 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: 136,505 shares; 2024Q4: 250,006 shares; 2025Q1: 359,794 shares; 2025Q2: 380,856 shares; 2025Q3: 393,399 shares; 2025Q4: 409,000 shares; 2026Q1: 473,307 shares; 2026Q2: 522,268 shares 522,268 $54.9M 0.09% +48,961 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: 354,547 shares; 2024Q4: 482,143 shares; 2025Q1: 657,229 shares; 2025Q2: 779,672 shares; 2025Q3: 860,241 shares; 2025Q4: 908,286 shares; 2026Q1: 686,449 shares; 2026Q2: 768,103 shares 768,103 $54.6M 0.09% +81,654 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: 388,595 shares; 2024Q4: 525,485 shares; 2025Q1: 539,504 shares; 2025Q2: 608,418 shares; 2025Q3: 652,111 shares; 2025Q4: 681,942 shares; 2026Q1: 466,295 shares; 2026Q2: 570,498 shares 570,498 $53.7M 0.09% +104,203 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: 314,899 shares; 2024Q4: 318,748 shares; 2025Q1: 334,343 shares; 2025Q2: 346,964 shares; 2025Q3: 343,794 shares; 2025Q4: 344,822 shares; 2026Q1: 274,217 shares; 2026Q2: 243,745 shares 243,745 $53.5M 0.09% -30,472 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: 66,447 shares; 2024Q4: 93,367 shares; 2025Q1: 68,244 shares; 2025Q2: 74,220 shares; 2025Q3: 77,285 shares; 2025Q4: 426,331 shares; 2026Q1: 407,986 shares; 2026Q2: 501,815 shares 501,815 $53.1M 0.09% +93,829 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: 1,888,102 shares; 2024Q4: 2,394,761 shares; 2025Q1: 1,587,793 shares; 2025Q2: 1,493,230 shares; 2025Q3: 1,449,498 shares; 2025Q4: 1,401,445 shares; 2026Q1: 785,815 shares; 2026Q2: 826,966 shares 826,966 $53M 0.09% +41,151 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,765 shares; 2025Q1: 71,832 shares; 2025Q2: 148,764 shares; 2025Q3: 239,292 shares; 2025Q4: 1,893,478 shares; 2026Q1: 1,073,162 shares; 2026Q2: 1,163,322 shares 1,163,322 $52M 0.09% +90,160 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: 1,163,266 shares; 2024Q4: 1,508,718 shares; 2025Q1: 1,684,008 shares; 2025Q2: 1,779,596 shares; 2025Q3: 1,974,318 shares; 2025Q4: 2,151,801 shares; 2026Q1: 1,241,328 shares; 2026Q2: 1,233,665 shares 1,233,665 $51.7M 0.09% -7,663 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: 659,002 shares; 2024Q4: 740,084 shares; 2025Q1: 883,677 shares; 2025Q2: 927,008 shares; 2025Q3: 914,086 shares; 2025Q4: 899,231 shares; 2026Q1: 1,642,849 shares; 2026Q2: 2,239,306 shares 2,239,306 $51.6M 0.09% +596,457 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: 520,832 shares; 2025Q1: 271,727 shares; 2025Q2: 263,838 shares; 2025Q3: 273,982 shares; 2025Q4: 288,438 shares; 2026Q1: 242,551 shares; 2026Q2: 288,899 shares 288,899 $51.3M 0.09% +46,348 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: 34,098 shares; 2024Q4: 33,655 shares; 2025Q1: 34,418 shares; 2025Q2: 35,777 shares; 2025Q3: 34,345 shares; 2025Q4: 34,766 shares; 2026Q1: 14,383 shares; 2026Q2: 30,398 shares 30,398 $50.3M 0.08% +16,015 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: 982,471 shares; 2024Q4: 1,468,944 shares; 2025Q1: 1,965,014 shares; 2025Q2: 2,042,832 shares; 2025Q3: 2,134,703 shares; 2025Q4: 2,572,462 shares; 2026Q1: 1,706,509 shares; 2026Q2: 1,919,352 shares 1,919,352 $50M 0.08% +212,843 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: 1,732,248 shares; 2024Q4: 3,436,591 shares; 2025Q1: 3,691,159 shares; 2025Q2: 3,579,337 shares; 2025Q3: 3,630,218 shares; 2025Q4: 3,951,537 shares; 2026Q1: 2,192,525 shares; 2026Q2: 2,171,145 shares 2,171,145 $49.8M 0.08% -21,380 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: 53,227 shares; 2024Q4: 102,647 shares; 2025Q1: 91,609 shares; 2025Q2: 109,569 shares; 2025Q3: 90,629 shares; 2025Q4: 95,023 shares; 2026Q1: 147,338 shares; 2026Q2: 176,905 shares 176,905 $49.4M 0.08% +29,567 Timeline PMBS 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: 1,561,056 shares; 2025Q4: 1,608,419 shares; 2026Q1: 898,129 shares; 2026Q2: 1,007,989 shares 1,007,989 $49.4M 0.08% +109,860 Timeline ONOF 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: 2,834,335 shares; 2024Q4: 2,839,749 shares; 2025Q1: 2,713,560 shares; 2025Q2: 2,688,610 shares; 2025Q3: 2,656,474 shares; 2025Q4: 2,666,611 shares; 2026Q1: 1,278,106 shares; 2026Q2: 1,221,739 shares 1,221,739 $49.2M 0.08% -56,367 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,769 shares; 2024Q4: 11,882 shares; 2025Q1: 14,773 shares; 2025Q2: 15,755 shares; 2025Q3: 17,494 shares; 2025Q4: 19,465 shares; 2026Q1: 192,310 shares; 2026Q2: 283,749 shares 283,749 $49.2M 0.08% +91,439 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,077 shares; 2024Q4: 271,638 shares; 2025Q1: 273,522 shares; 2025Q2: 277,770 shares; 2025Q3: 279,905 shares; 2025Q4: 277,768 shares; 2026Q1: 156,972 shares; 2026Q2: 162,136 shares 162,136 $48.6M 0.08% +5,164 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: 1,503,138 shares; 2024Q4: 1,675,028 shares; 2025Q1: 1,563,655 shares; 2025Q2: 1,711,164 shares; 2025Q3: 1,893,592 shares; 2025Q4: 1,925,835 shares; 2026Q1: 1,112,895 shares; 2026Q2: 1,161,885 shares 1,161,885 $48.3M 0.08% +48,990 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: 142,710 shares; 2024Q4: 152,288 shares; 2025Q1: 194,666 shares; 2025Q2: 216,223 shares; 2025Q3: 223,497 shares; 2025Q4: 228,092 shares; 2026Q1: 149,324 shares; 2026Q2: 594,579 shares 594,579 $48.1M 0.08% +445,255 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: 2,587,564 shares; 2024Q4: 2,593,528 shares; 2025Q1: 2,677,635 shares; 2025Q2: 2,690,682 shares; 2025Q3: 2,715,950 shares; 2025Q4: 2,589,251 shares; 2026Q1: 822,040 shares; 2026Q2: 882,845 shares 882,845 $48.1M 0.08% +60,805 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: 357,774 shares; 2024Q4: 397,390 shares; 2025Q1: 417,824 shares; 2025Q2: 426,656 shares; 2025Q3: 426,125 shares; 2025Q4: 405,559 shares; 2026Q1: 299,005 shares; 2026Q2: 310,907 shares 310,907 $47.8M 0.08% +11,902 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: 28,786 shares; 2024Q4: 33,006 shares; 2025Q1: 52,383 shares; 2025Q2: 61,884 shares; 2025Q3: 68,555 shares; 2025Q4: 68,906 shares; 2026Q1: 52,179 shares; 2026Q2: 269,468 shares 269,468 $47.7M 0.08% +217,289 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: 167,632 shares; 2024Q4: 234,623 shares; 2025Q1: 364,694 shares; 2025Q2: 855,561 shares; 2025Q3: 945,111 shares; 2025Q4: 1,474,717 shares; 2026Q1: 866,487 shares; 2026Q2: 1,053,683 shares 1,053,683 $47.6M 0.08% +187,196 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,273 shares; 2024Q4: 253,399 shares; 2025Q1: 268,992 shares; 2025Q2: 274,770 shares; 2025Q3: 668,820 shares; 2025Q4: 749,649 shares; 2026Q1: 460,409 shares; 2026Q2: 750,135 shares 750,135 $47M 0.08% +289,726 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: 2,314,572 shares; 2024Q4: 2,343,233 shares; 2025Q1: 2,317,743 shares; 2025Q2: 2,256,257 shares; 2025Q3: 2,240,681 shares; 2025Q4: 2,234,723 shares; 2026Q1: 1,288,013 shares; 2026Q2: 1,311,736 shares 1,311,736 $47M 0.08% +23,723 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: 184,890 shares; 2024Q4: 189,143 shares; 2025Q1: 180,809 shares; 2025Q2: 181,980 shares; 2025Q3: 176,147 shares; 2025Q4: 179,568 shares; 2026Q1: 136,407 shares; 2026Q2: 121,973 shares 121,973 $46.9M 0.08% -14,434 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: 344,795 shares; 2024Q4: 201,096 shares; 2025Q1: 243,765 shares; 2025Q2: 254,418 shares; 2025Q3: 251,997 shares; 2025Q4: 259,715 shares; 2026Q1: 1,560,039 shares; 2026Q2: 526,268 shares 526,268 $46.7M 0.08% -1,033,771 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: 149,226 shares; 2024Q4: 262,407 shares; 2025Q1: 254,976 shares; 2025Q2: 242,829 shares; 2025Q3: 285,147 shares; 2025Q4: 293,601 shares; 2026Q1: 370,701 shares; 2026Q2: 577,642 shares 577,642 $46.4M 0.08% +206,941 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: 416,100 shares; 2024Q4: 466,314 shares; 2025Q1: 465,567 shares; 2025Q2: 471,707 shares; 2025Q3: 458,480 shares; 2025Q4: 459,541 shares; 2026Q1: 288,164 shares; 2026Q2: 297,958 shares 297,958 $46.2M 0.08% +9,794 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377,728 shares; 2024Q4: 1,521,584 shares; 2025Q1: 1,541,377 shares; 2025Q2: 1,650,329 shares; 2025Q3: 1,687,620 shares; 2025Q4: 1,800,573 shares; 2026Q1: 1,535,170 shares; 2026Q2: 1,424,752 shares 1,424,752 $46M 0.08% -110,418 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,862 shares; 2024Q4: 214,040 shares; 2025Q1: 188,549 shares; 2025Q2: 186,108 shares; 2025Q3: 185,767 shares; 2025Q4: 187,270 shares; 2026Q1: 133,685 shares; 2026Q2: 133,158 shares 133,158 $45.9M 0.08% -527 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: 150,131 shares; 2024Q4: 183,884 shares; 2025Q1: 186,366 shares; 2025Q2: 195,868 shares; 2025Q3: 195,325 shares; 2025Q4: 195,088 shares; 2026Q1: 148,471 shares; 2026Q2: 158,220 shares 158,220 $45.6M 0.08% +9,749 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,255 shares; 2024Q4: 9,255 shares; 2025Q1: 37,661 shares; 2025Q2: 28,399 shares; 2025Q3: 28,719 shares; 2025Q4: 42,611 shares; 2026Q1: 53,875 shares; 2026Q2: 131,107 shares 131,107 $44.4M 0.07% +77,232 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292,618 shares; 2024Q4: 1,326,235 shares; 2025Q1: 1,457,378 shares; 2025Q2: 1,416,223 shares; 2025Q3: 1,382,081 shares; 2025Q4: 1,296,940 shares; 2026Q1: 742,233 shares; 2026Q2: 913,237 shares 913,237 $44.1M 0.07% +171,004 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: 234,140 shares; 2024Q4: 280,030 shares; 2025Q1: 276,771 shares; 2025Q2: 279,639 shares; 2025Q3: 300,669 shares; 2025Q4: 305,603 shares; 2026Q1: 277,582 shares; 2026Q2: 277,961 shares 277,961 $43.8M 0.07% +379 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: 1,117,844 shares; 2024Q4: 1,796,834 shares; 2025Q1: 1,150,724 shares; 2025Q2: 1,120,405 shares; 2025Q3: 630,455 shares; 2025Q4: 673,413 shares; 2026Q1: 729,994 shares; 2026Q2: 840,189 shares 840,189 $43.8M 0.07% +110,195 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475,826 shares; 2024Q4: 474,028 shares; 2025Q1: 457,178 shares; 2025Q2: 460,242 shares; 2025Q3: 458,001 shares; 2025Q4: 451,423 shares; 2026Q1: 390,733 shares; 2026Q2: 391,557 shares 391,557 $43.7M 0.07% +824 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: 91,781 shares; 2024Q4: 146,134 shares; 2025Q1: 98,008 shares; 2025Q2: 118,312 shares; 2025Q3: 71,083 shares; 2025Q4: 64,795 shares; 2026Q1: 136,841 shares; 2026Q2: 84,239 shares 84,239 $43.6M 0.07% -52,602 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: 2,204,349 shares; 2024Q4: 2,726,718 shares; 2025Q1: 2,532,676 shares; 2025Q2: 2,438,182 shares; 2025Q3: 2,266,089 shares; 2025Q4: 2,117,423 shares; 2026Q1: 1,202,762 shares; 2026Q2: 1,107,462 shares 1,107,462 $43.4M 0.07% -95,300 Timeline OMFL 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: 1,232,464 shares; 2024Q4: 1,100,252 shares; 2025Q1: 1,081,225 shares; 2025Q2: 1,049,713 shares; 2025Q3: 996,718 shares; 2025Q4: 983,699 shares; 2026Q1: 620,871 shares; 2026Q2: 626,158 shares 626,158 $43.3M 0.07% +5,287 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: 403,799 shares; 2024Q4: 580,572 shares; 2025Q1: 593,721 shares; 2025Q2: 562,712 shares; 2025Q3: 555,110 shares; 2025Q4: 551,537 shares; 2026Q1: 376,549 shares; 2026Q2: 359,819 shares 359,819 $43.2M 0.07% -16,730 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,520 shares; 2024Q4: 682,348 shares; 2025Q1: 681,161 shares; 2025Q2: 729,734 shares; 2025Q3: 736,261 shares; 2025Q4: 723,855 shares; 2026Q1: 1,892,064 shares; 2026Q2: 1,959,166 shares 1,959,166 $43M 0.07% +67,102 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: 22,013 shares; 2024Q4: 22,131 shares; 2025Q1: 23,221 shares; 2025Q2: 25,111 shares; 2025Q3: 24,303 shares; 2025Q4: 29,233 shares; 2026Q1: 123,174 shares; 2026Q2: 192,431 shares 192,431 $42.9M 0.07% +69,257 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: 176,838 shares; 2024Q4: 183,700 shares; 2025Q1: 184,669 shares; 2025Q2: 167,333 shares; 2025Q3: 132,143 shares; 2025Q4: 138,870 shares; 2026Q1: 93,820 shares; 2026Q2: 484,483 shares 484,483 $42.5M 0.07% +390,663 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: 385,473 shares; 2024Q4: 384,038 shares; 2025Q1: 388,557 shares; 2025Q2: 400,127 shares; 2025Q3: 401,747 shares; 2025Q4: 414,847 shares; 2026Q1: 332,328 shares; 2026Q2: 339,935 shares 339,935 $42.3M 0.07% +7,607 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: 226,770 shares; 2024Q4: 230,369 shares; 2025Q1: 250,836 shares; 2025Q2: 251,568 shares; 2025Q3: 250,265 shares; 2025Q4: 238,037 shares; 2026Q1: 165,200 shares; 2026Q2: 175,697 shares 175,697 $42.2M 0.07% +10,497 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: 171,387 shares; 2024Q4: 286,990 shares; 2025Q1: 149,247 shares; 2025Q2: 138,318 shares; 2025Q3: 396,368 shares; 2025Q4: 436,076 shares; 2026Q1: 367,097 shares; 2026Q2: 428,345 shares 428,345 $41.8M 0.07% +61,248 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693,870 shares; 2024Q4: 1,027,840 shares; 2025Q1: 1,080,789 shares; 2025Q2: 1,422,449 shares; 2025Q3: 1,742,743 shares; 2025Q4: 1,855,333 shares; 2026Q1: 849,566 shares; 2026Q2: 833,243 shares 833,243 $41.6M 0.07% -16,323 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045,522 shares; 2024Q4: 1,107,249 shares; 2025Q1: 1,151,608 shares; 2025Q2: 1,093,867 shares; 2025Q3: 1,061,808 shares; 2025Q4: 1,168,793 shares; 2026Q1: 2,430,144 shares; 2026Q2: 2,520,532 shares 2,520,532 $41.4M 0.07% +90,388 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: 2,624 shares; 2024Q4: 3,731 shares; 2025Q1: 7,375 shares; 2025Q2: 12,816 shares; 2025Q3: 15,277 shares; 2025Q4: 18,706 shares; 2026Q1: 25,728 shares; 2026Q2: 25,634 shares 25,634 $41.1M 0.07% -94 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: 155,880 shares; 2024Q4: 264,033 shares; 2025Q1: 125,299 shares; 2025Q2: 131,807 shares; 2025Q3: 135,757 shares; 2025Q4: 140,963 shares; 2026Q1: 99,823 shares; 2026Q2: 117,043 shares 117,043 $41M 0.07% +17,220 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 748,917 shares; 2026Q2: 821,261 shares 821,261 $41M 0.07% +72,344 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,714 shares; 2024Q4: 287,324 shares; 2025Q1: 285,044 shares; 2025Q2: 270,110 shares; 2025Q3: 269,738 shares; 2025Q4: 486,699 shares; 2026Q1: 333,470 shares; 2026Q2: 214,863 shares 214,863 $40.9M 0.07% -118,607 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,170 shares; 2024Q4: 101,634 shares; 2025Q1: 77,906 shares; 2025Q2: 125,825 shares; 2025Q3: 149,607 shares; 2025Q4: 182,453 shares; 2026Q1: 111,997 shares; 2026Q2: 302,226 shares 302,226 $39.9M 0.07% +190,229 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,881 shares; 2024Q4: 234,870 shares; 2025Q1: 269,154 shares; 2025Q2: 254,564 shares; 2025Q3: 266,118 shares; 2025Q4: 282,461 shares; 2026Q1: 242,010 shares; 2026Q2: 404,273 shares 404,273 $39.7M 0.07% +162,263 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,198 shares; 2024Q4: 212,164 shares; 2025Q1: 129,218 shares; 2025Q2: 101,288 shares; 2025Q3: 122,087 shares; 2025Q4: 140,801 shares; 2026Q1: 654,806 shares; 2026Q2: 859,965 shares 859,965 $39.3M 0.07% +205,159 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776,829 shares; 2024Q4: 1,122,351 shares; 2025Q1: 1,168,797 shares; 2025Q2: 1,183,612 shares; 2025Q3: 1,224,727 shares; 2025Q4: 1,311,166 shares; 2026Q1: 800,121 shares; 2026Q2: 840,336 shares 840,336 $39M 0.07% +40,215 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,050 shares; 2024Q4: 15,258 shares; 2025Q1: 70,017 shares; 2025Q2: 70,758 shares; 2025Q3: 122,062 shares; 2025Q4: 308,091 shares; 2026Q1: 252,058 shares; 2026Q2: 150,834 shares 150,834 $38.9M 0.07% -101,224 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: 260,684 shares; 2024Q4: 262,751 shares; 2025Q1: 252,395 shares; 2025Q2: 260,176 shares; 2025Q3: 249,879 shares; 2025Q4: 245,809 shares; 2026Q1: 211,095 shares; 2026Q2: 176,936 shares 176,936 $38.9M 0.07% -34,159 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570,603 shares; 2024Q4: 578,302 shares; 2025Q1: 630,096 shares; 2025Q2: 510,081 shares; 2025Q3: 504,437 shares; 2025Q4: 500,324 shares; 2026Q1: 273,151 shares; 2026Q2: 269,897 shares 269,897 $38.8M 0.07% -3,254 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,117,302 shares; 2024Q4: 6,444,120 shares; 2025Q1: 4,202,898 shares; 2025Q2: 4,154,304 shares; 2025Q3: 4,389,816 shares; 2025Q4: 4,516,029 shares; 2026Q1: 405,687 shares; 2026Q2: 321,789 shares 321,789 $38.5M 0.06% -83,898 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,946 shares; 2024Q4: 74,741 shares; 2025Q1: 72,156 shares; 2025Q2: 95,184 shares; 2025Q3: 62,673 shares; 2025Q4: 80,357 shares; 2026Q1: 120,984 shares; 2026Q2: 385,850 shares 385,850 $38.4M 0.06% +264,866 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: 261,125 shares; 2024Q4: 267,563 shares; 2025Q1: 263,288 shares; 2025Q2: 258,834 shares; 2025Q3: 285,484 shares; 2025Q4: 269,271 shares; 2026Q1: 302,901 shares; 2026Q2: 403,568 shares 403,568 $38M 0.06% +100,667 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,994,475 shares; 2024Q4: 1,938,761 shares; 2025Q1: 1,855,302 shares; 2025Q2: 1,815,048 shares; 2025Q3: 1,782,429 shares; 2025Q4: 1,753,407 shares; 2026Q1: 1,135,843 shares; 2026Q2: 1,132,219 shares 1,132,219 $38M 0.06% -3,624 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: 53,075 shares; 2024Q4: 57,589 shares; 2025Q1: 61,427 shares; 2025Q2: 60,125 shares; 2025Q3: 76,551 shares; 2025Q4: 81,554 shares; 2026Q1: 107,265 shares; 2026Q2: 117,700 shares 117,700 $37.8M 0.06% +10,435 Timeline JSI 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: 260,067 shares; 2024Q4: 291,966 shares; 2025Q1: 1,036,789 shares; 2025Q2: 1,003,479 shares; 2025Q3: 1,226,476 shares; 2025Q4: 1,306,604 shares; 2026Q1: 708,635 shares; 2026Q2: 736,295 shares 736,295 $37.7M 0.06% +27,660 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567,212 shares; 2024Q4: 2,696,058 shares; 2025Q1: 2,755,707 shares; 2025Q2: 2,872,164 shares; 2025Q3: 2,812,853 shares; 2025Q4: 2,812,155 shares; 2026Q1: 1,552,236 shares; 2026Q2: 898,765 shares 898,765 $37.6M 0.06% -653,471 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: 120,134 shares; 2024Q4: 121,080 shares; 2025Q1: 131,503 shares; 2025Q2: 135,853 shares; 2025Q3: 149,838 shares; 2025Q4: 195,052 shares; 2026Q1: 275,111 shares; 2026Q2: 161,934 shares 161,934 $37.5M 0.06% -113,177 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,949 shares; 2024Q4: 91,015 shares; 2025Q1: 136,178 shares; 2025Q2: 73,959 shares; 2025Q3: 353,911 shares; 2025Q4: 473,768 shares; 2026Q1: 547,558 shares; 2026Q2: 618,349 shares 618,349 $37.5M 0.06% +70,791 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,668 shares; 2024Q4: 638,953 shares; 2025Q1: 640,983 shares; 2025Q2: 575,263 shares; 2025Q3: 580,165 shares; 2025Q4: 595,961 shares; 2026Q1: 571,011 shares; 2026Q2: 870,714 shares 870,714 $37.2M 0.06% +299,703 Timeline BRIB FIS TR More: the full row for FIS 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: 1,481,683 shares 1,481,683 $36.9M 0.06% new 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: 84,352 shares; 2024Q4: 85,548 shares; 2025Q1: 89,050 shares; 2025Q2: 88,468 shares; 2025Q3: 89,614 shares; 2025Q4: 98,635 shares; 2026Q1: 181,105 shares; 2026Q2: 167,563 shares 167,563 $36.9M 0.06% -13,542 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: 404,524 shares; 2024Q4: 409,458 shares; 2025Q1: 461,855 shares; 2025Q2: 429,844 shares; 2025Q3: 446,638 shares; 2025Q4: 493,398 shares; 2026Q1: 415,505 shares; 2026Q2: 476,517 shares 476,517 $36.5M 0.06% +61,012 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: 460,301 shares; 2024Q4: 446,667 shares; 2025Q1: 472,776 shares; 2025Q2: 456,034 shares; 2025Q3: 434,565 shares; 2025Q4: 438,313 shares; 2026Q1: 439,705 shares; 2026Q2: 434,714 shares 434,714 $36.4M 0.06% -4,991 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 3,880 shares; 2025Q4: 6,336 shares; 2026Q1: 80,861 shares; 2026Q2: 446,543 shares 446,543 $36.4M 0.06% +365,682 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,101 shares; 2024Q4: 76,477 shares; 2025Q1: 92,967 shares; 2025Q2: 107,956 shares; 2025Q3: 126,645 shares; 2025Q4: 133,262 shares; 2026Q1: 113,696 shares; 2026Q2: 122,367 shares 122,367 $36.4M 0.06% +8,671 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427,817 shares; 2024Q4: 3,026,396 shares; 2025Q1: 1,912,888 shares; 2025Q2: 2,029,369 shares; 2025Q3: 2,044,081 shares; 2025Q4: 1,327,530 shares; 2026Q1: 897,678 shares; 2026Q2: 871,011 shares 871,011 $36.3M 0.06% -26,667 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: 128,938 shares; 2024Q4: 175,853 shares; 2025Q1: 177,377 shares; 2025Q2: 274,118 shares; 2025Q3: 338,998 shares; 2025Q4: 433,312 shares; 2026Q1: 268,090 shares; 2026Q2: 159,145 shares 159,145 $36M 0.06% -108,945 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,411 shares; 2024Q4: 243,145 shares; 2025Q1: 250,014 shares; 2025Q2: 276,457 shares; 2025Q3: 295,838 shares; 2025Q4: 312,494 shares; 2026Q1: 225,546 shares; 2026Q2: 338,224 shares 338,224 $35.9M 0.06% +112,678 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: 85,909 shares; 2024Q4: 87,394 shares; 2025Q1: 90,020 shares; 2025Q2: 95,705 shares; 2025Q3: 97,993 shares; 2025Q4: 97,917 shares; 2026Q1: 100,267 shares; 2026Q2: 100,754 shares 100,754 $35.9M 0.06% +487 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: 304,287 shares; 2024Q4: 282,028 shares; 2025Q1: 355,516 shares; 2025Q2: 421,794 shares; 2025Q3: 443,149 shares; 2025Q4: 439,742 shares; 2026Q1: 339,972 shares; 2026Q2: 282,817 shares 282,817 $35.9M 0.06% -57,155 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475,360 shares; 2024Q4: 477,158 shares; 2025Q1: 552,713 shares; 2025Q2: 593,102 shares; 2025Q3: 584,313 shares; 2025Q4: 584,258 shares; 2026Q1: 569,085 shares; 2026Q2: 587,783 shares 587,783 $35.7M 0.06% +18,698 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: 1,293,693 shares; 2024Q4: 1,598,305 shares; 2025Q1: 1,818,245 shares; 2025Q2: 1,825,546 shares; 2025Q3: 1,668,564 shares; 2025Q4: 1,728,042 shares; 2026Q1: 1,270,920 shares; 2026Q2: 1,301,349 shares 1,301,349 $35.5M 0.06% +30,429 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: 833,161 shares; 2024Q4: 1,023,602 shares; 2025Q1: 852,467 shares; 2025Q2: 809,299 shares; 2025Q3: 824,047 shares; 2025Q4: 899,397 shares; 2026Q1: 581,710 shares; 2026Q2: 582,496 shares 582,496 $35.4M 0.06% +786 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: 1,407,505 shares; 2024Q4: 1,579,987 shares; 2025Q1: 1,710,856 shares; 2025Q2: 1,527,917 shares; 2025Q3: 1,512,366 shares; 2025Q4: 1,373,826 shares; 2026Q1: 769,455 shares; 2026Q2: 623,950 shares 623,950 $35.4M 0.06% -145,505 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,323 shares; 2024Q4: 93,331 shares; 2025Q1: 131,411 shares; 2025Q2: 133,842 shares; 2025Q3: 756,651 shares; 2025Q4: 169,966 shares; 2026Q1: 261,458 shares; 2026Q2: 274,918 shares 274,918 $35.3M 0.06% +13,460 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 13,979 shares; 2025Q3: 66,133 shares; 2025Q4: 1,453,327 shares; 2026Q1: 955,518 shares; 2026Q2: 1,154,392 shares 1,154,392 $35.2M 0.06% +198,874 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,400 shares; 2024Q4: 54,152 shares; 2025Q1: 59,429 shares; 2025Q2: 92,294 shares; 2025Q3: 160,189 shares; 2025Q4: 93,521 shares; 2026Q1: 106,706 shares; 2026Q2: 107,087 shares 107,087 $35.1M 0.06% +381 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,689 shares; 2024Q4: 29,577 shares; 2025Q1: 27,433 shares; 2025Q2: 43,283 shares; 2025Q3: 42,493 shares; 2025Q4: 44,260 shares; 2026Q1: 57,515 shares; 2026Q2: 60,324 shares 60,324 $35.1M 0.06% +2,809 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650,613 shares; 2024Q4: 653,513 shares; 2025Q1: 702,568 shares; 2025Q2: 725,789 shares; 2025Q3: 731,678 shares; 2025Q4: 732,794 shares; 2026Q1: 418,666 shares; 2026Q2: 459,586 shares 459,586 $34.9M 0.06% +40,920 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,722 shares; 2024Q4: 368,825 shares; 2025Q1: 370,787 shares; 2025Q2: 374,733 shares; 2025Q3: 378,417 shares; 2025Q4: 372,401 shares; 2026Q1: 223,643 shares; 2026Q2: 224,206 shares 224,206 $34.6M 0.06% +563 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,680 shares; 2024Q4: 101,431 shares; 2025Q1: 107,496 shares; 2025Q2: 116,596 shares; 2025Q3: 113,353 shares; 2025Q4: 99,157 shares; 2026Q1: 66,005 shares; 2026Q2: 66,268 shares 66,268 $34M 0.06% +263 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: 81,142 shares; 2024Q4: 86,535 shares; 2025Q1: 81,630 shares; 2025Q2: 80,953 shares; 2025Q3: 85,625 shares; 2025Q4: 86,951 shares; 2026Q1: 45,685 shares; 2026Q2: 49,110 shares 49,110 $33.9M 0.06% +3,425 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,346 shares; 2024Q4: 202,143 shares; 2025Q1: 205,203 shares; 2025Q2: 209,748 shares; 2025Q3: 210,749 shares; 2025Q4: 210,381 shares; 2026Q1: 192,355 shares; 2026Q2: 205,158 shares 205,158 $33.8M 0.06% +12,803 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,280,376 shares; 2025Q1: 712,499 shares; 2025Q2: 1,027,830 shares; 2025Q3: 965,435 shares; 2025Q4: 951,598 shares; 2026Q1: 416,919 shares; 2026Q2: 510,774 shares 510,774 $33.7M 0.06% +93,855 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: 174,986 shares; 2024Q4: 143,861 shares; 2025Q1: 162,314 shares; 2025Q2: 158,373 shares; 2025Q3: 161,724 shares; 2025Q4: 156,467 shares; 2026Q1: 181,198 shares; 2026Q2: 185,600 shares 185,600 $33.6M 0.06% +4,402 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: 303,702 shares; 2024Q4: 304,952 shares; 2025Q1: 304,756 shares; 2025Q2: 341,708 shares; 2025Q3: 344,052 shares; 2025Q4: 343,048 shares; 2026Q1: 239,665 shares; 2026Q2: 248,405 shares 248,405 $33.6M 0.06% +8,740 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 632,735 shares; 2025Q1: 630,913 shares; 2025Q2: 702,894 shares; 2025Q3: 654,676 shares; 2025Q4: 634,385 shares; 2026Q1: 530,591 shares; 2026Q2: 459,444 shares 459,444 $33.3M 0.06% -71,147 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: 366,779 shares; 2024Q4: 522,104 shares; 2025Q1: 429,838 shares; 2025Q2: 425,730 shares; 2025Q3: 410,805 shares; 2025Q4: 567,526 shares; 2026Q1: 441,671 shares; 2026Q2: 459,741 shares 459,741 $33.1M 0.06% +18,070 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,807 shares; 2024Q4: 659,015 shares; 2025Q1: 694,501 shares; 2025Q2: 775,802 shares; 2025Q3: 788,356 shares; 2025Q4: 796,011 shares; 2026Q1: 433,869 shares; 2026Q2: 483,654 shares 483,654 $33.1M 0.06% +49,785 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: 99,189 shares; 2024Q4: 120,493 shares; 2025Q1: 117,385 shares; 2025Q2: 127,791 shares; 2025Q3: 159,287 shares; 2025Q4: 154,598 shares; 2026Q1: 60,651 shares; 2026Q2: 185,044 shares 185,044 $32.6M 0.05% +124,393 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: 273,680 shares; 2024Q4: 312,917 shares; 2025Q1: 326,903 shares; 2025Q2: 307,024 shares; 2025Q3: 314,259 shares; 2025Q4: 346,209 shares; 2026Q1: 517,474 shares; 2026Q2: 412,652 shares 412,652 $32.3M 0.05% -104,822 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,894 shares; 2024Q4: 1,088,013 shares; 2025Q1: 1,080,078 shares; 2025Q2: 1,000,662 shares; 2025Q3: 995,591 shares; 2025Q4: 1,013,832 shares; 2026Q1: 699,896 shares; 2026Q2: 621,442 shares 621,442 $32.2M 0.05% -78,454 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: 655,992 shares; 2024Q4: 871,438 shares; 2025Q1: 698,888 shares; 2025Q2: 1,040,031 shares; 2025Q3: 785,515 shares; 2025Q4: 1,135,863 shares; 2026Q1: 1,473,918 shares; 2026Q2: 1,560,475 shares 1,560,475 $32.1M 0.05% +86,557 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564,427 shares; 2024Q4: 727,961 shares; 2025Q1: 784,338 shares; 2025Q2: 895,938 shares; 2025Q3: 1,000,208 shares; 2025Q4: 980,120 shares; 2026Q1: 689,521 shares; 2026Q2: 826,860 shares 826,860 $32.1M 0.05% +137,339 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459,675 shares; 2024Q4: 1,537,231 shares; 2025Q1: 1,553,363 shares; 2025Q2: 1,555,988 shares; 2025Q3: 1,362,975 shares; 2025Q4: 1,481,704 shares; 2026Q1: 1,328,773 shares; 2026Q2: 1,439,149 shares 1,439,149 $31.9M 0.05% +110,376 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: 245,873 shares; 2024Q4: 268,533 shares; 2025Q1: 259,668 shares; 2025Q2: 249,621 shares; 2025Q3: 259,160 shares; 2025Q4: 266,753 shares; 2026Q1: 223,646 shares; 2026Q2: 1,151,334 shares 1,151,334 $31.9M 0.05% +927,688 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: 386,662 shares; 2024Q4: 399,308 shares; 2025Q1: 472,344 shares; 2025Q2: 521,980 shares; 2025Q3: 560,306 shares; 2025Q4: 572,498 shares; 2026Q1: 366,164 shares; 2026Q2: 401,620 shares 401,620 $31.8M 0.05% +35,456 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: 518,640 shares; 2024Q4: 614,583 shares; 2025Q1: 622,905 shares; 2025Q2: 616,231 shares; 2025Q3: 581,909 shares; 2025Q4: 580,068 shares; 2026Q1: 388,086 shares; 2026Q2: 411,438 shares 411,438 $31.7M 0.05% +23,352 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: 51,845 shares; 2024Q4: 66,291 shares; 2025Q1: 68,770 shares; 2025Q2: 69,118 shares; 2025Q3: 69,136 shares; 2025Q4: 71,161 shares; 2026Q1: 68,113 shares; 2026Q2: 73,225 shares 73,225 $31.5M 0.05% +5,112 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: 728,014 shares; 2024Q4: 841,429 shares; 2025Q1: 969,107 shares; 2025Q2: 1,091,263 shares; 2025Q3: 1,204,193 shares; 2025Q4: 1,205,696 shares; 2026Q1: 686,190 shares; 2026Q2: 787,192 shares 787,192 $31.5M 0.05% +101,002 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: 142,083 shares; 2024Q4: 145,248 shares; 2025Q1: 148,356 shares; 2025Q2: 147,884 shares; 2025Q3: 153,133 shares; 2025Q4: 155,263 shares; 2026Q1: 137,419 shares; 2026Q2: 135,035 shares 135,035 $31.4M 0.05% -2,384 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,522,575 shares 1,522,575 $31.4M 0.05% new 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: 492,786 shares; 2024Q4: 853,013 shares; 2025Q1: 709,902 shares; 2025Q2: 759,177 shares; 2025Q3: 802,815 shares; 2025Q4: 812,388 shares; 2026Q1: 597,995 shares; 2026Q2: 606,292 shares 606,292 $31.3M 0.05% +8,297 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203,397 shares; 2024Q4: 3,135,318 shares; 2025Q1: 3,163,875 shares; 2025Q2: 3,224,664 shares; 2025Q3: 3,141,954 shares; 2025Q4: 3,202,544 shares; 2026Q1: 1,818,306 shares; 2026Q2: 2,010,845 shares 2,010,845 $31M 0.05% +192,539 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: 33,309 shares; 2025Q1: 35,049 shares; 2025Q2: 36,383 shares; 2025Q3: 36,750 shares; 2025Q4: 37,038 shares; 2026Q1: 49,242 shares; 2026Q2: 50,374 shares 50,374 $31M 0.05% +1,132 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,291 shares; 2024Q4: 14,613 shares; 2025Q1: 17,162 shares; 2025Q2: 224,140 shares; 2025Q3: 225,209 shares; 2025Q4: 223,905 shares; 2026Q1: 118,707 shares; 2026Q2: 725,406 shares 725,406 $30.9M 0.05% +606,699 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: 503,213 shares; 2024Q4: 530,845 shares; 2025Q1: 479,914 shares; 2025Q2: 431,699 shares; 2025Q3: 447,562 shares; 2025Q4: 517,743 shares; 2026Q1: 365,300 shares; 2026Q2: 370,087 shares 370,087 $30.9M 0.05% +4,787 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,748 shares; 2024Q4: 6,543 shares; 2025Q1: 8,188 shares; 2025Q2: 80,356 shares; 2025Q3: 14,268 shares; 2025Q4: 13,963 shares; 2026Q1: 38,072 shares; 2026Q2: 138,543 shares 138,543 $30.9M 0.05% +100,471 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: 867,037 shares; 2024Q4: 945,319 shares; 2025Q1: 942,846 shares; 2025Q2: 833,782 shares; 2025Q3: 799,593 shares; 2025Q4: 808,235 shares; 2026Q1: 984,773 shares; 2026Q2: 1,037,907 shares 1,037,907 $30.7M 0.05% +53,134 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: 1,099,981 shares; 2024Q4: 1,283,197 shares; 2025Q1: 1,212,516 shares; 2025Q2: 1,241,762 shares; 2025Q3: 1,230,463 shares; 2025Q4: 1,256,826 shares; 2026Q1: 763,514 shares; 2026Q2: 773,891 shares 773,891 $30.5M 0.05% +10,377 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,121 shares; 2024Q4: 379,772 shares; 2025Q1: 376,801 shares; 2025Q2: 370,251 shares; 2025Q3: 363,722 shares; 2025Q4: 359,871 shares; 2026Q1: 240,818 shares; 2026Q2: 235,188 shares 235,188 $30M 0.05% -5,630 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: 197,830 shares; 2024Q4: 231,406 shares; 2025Q1: 238,295 shares; 2025Q2: 500,447 shares; 2025Q3: 828,516 shares; 2025Q4: 327,432 shares; 2026Q1: 245,374 shares; 2026Q2: 292,646 shares 292,646 $29.8M 0.05% +47,272 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,783 shares; 2025Q1: 26,001 shares; 2025Q2: 124,984 shares; 2025Q3: 594,072 shares; 2025Q4: 639,142 shares; 2026Q1: 499,826 shares; 2026Q2: 509,531 shares 509,531 $29.6M 0.05% +9,705 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: 4,195,271 shares; 2024Q4: 4,569,070 shares; 2025Q1: 4,198,106 shares; 2025Q2: 4,053,852 shares; 2025Q3: 2,682,986 shares; 2025Q4: 1,105,734 shares; 2026Q1: 569,919 shares; 2026Q2: 583,640 shares 583,640 $29.5M 0.05% +13,721 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,986 shares; 2024Q4: 117,916 shares; 2025Q1: 162,603 shares; 2025Q2: 218,275 shares; 2025Q3: 240,693 shares; 2025Q4: 223,689 shares; 2026Q1: 183,940 shares; 2026Q2: 239,550 shares 239,550 $29.5M 0.05% +55,610 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: 108,112 shares; 2024Q4: 243,749 shares; 2025Q1: 265,740 shares; 2025Q2: 315,022 shares; 2025Q3: 414,044 shares; 2025Q4: 461,480 shares; 2026Q1: 379,518 shares; 2026Q2: 424,758 shares 424,758 $29.5M 0.05% +45,240 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: 220,300 shares; 2024Q4: 303,233 shares; 2025Q1: 357,429 shares; 2025Q2: 413,772 shares; 2025Q3: 448,732 shares; 2025Q4: 459,391 shares; 2026Q1: 600,475 shares; 2026Q2: 587,655 shares 587,655 $29.4M 0.05% -12,820 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: 961,389 shares; 2024Q4: 1,068,284 shares; 2025Q1: 1,116,068 shares; 2025Q2: 1,163,897 shares; 2025Q3: 1,173,227 shares; 2025Q4: 1,194,956 shares; 2026Q1: 838,506 shares; 2026Q2: 788,859 shares 788,859 $29.4M 0.05% -49,647 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,927 shares; 2024Q4: 324,243 shares; 2025Q1: 174,422 shares; 2025Q2: 172,596 shares; 2025Q3: 177,521 shares; 2025Q4: 192,210 shares; 2026Q1: 285,278 shares; 2026Q2: 298,343 shares 298,343 $29.4M 0.05% +13,065 Timeline DFVX 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: 178,369 shares; 2025Q2: 183,222 shares; 2025Q3: 191,317 shares; 2025Q4: 214,005 shares; 2026Q1: 322,120 shares; 2026Q2: 352,093 shares 352,093 $29.3M 0.05% +29,973 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: 719,197 shares; 2026Q1: 523,382 shares; 2026Q2: 530,243 shares 530,243 $29.2M 0.05% +6,861 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: 140,426 shares; 2024Q4: 459,955 shares; 2025Q1: 457,870 shares; 2025Q2: 442,461 shares; 2025Q3: 439,267 shares; 2025Q4: 483,862 shares; 2026Q1: 309,290 shares; 2026Q2: 318,668 shares 318,668 $29.1M 0.05% +9,378 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,517 shares; 2024Q4: 77,357 shares; 2025Q1: 79,452 shares; 2025Q2: 196,942 shares; 2025Q3: 178,374 shares; 2025Q4: 347,162 shares; 2026Q1: 225,030 shares; 2026Q2: 256,031 shares 256,031 $28.9M 0.05% +31,001 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: 429,735 shares; 2024Q4: 454,675 shares; 2025Q1: 453,706 shares; 2025Q2: 472,152 shares; 2025Q3: 463,051 shares; 2025Q4: 465,613 shares; 2026Q1: 233,763 shares; 2026Q2: 256,063 shares 256,063 $28.9M 0.05% +22,300 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: 217,732 shares; 2024Q4: 239,094 shares; 2025Q1: 245,441 shares; 2025Q2: 242,873 shares; 2025Q3: 241,365 shares; 2025Q4: 245,109 shares; 2026Q1: 148,588 shares; 2026Q2: 142,559 shares 142,559 $28.7M 0.05% -6,029 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: 17,355 shares; 2024Q4: 23,397 shares; 2025Q1: 31,658 shares; 2025Q2: 46,145 shares; 2025Q3: 51,160 shares; 2025Q4: 52,065 shares; 2026Q1: 48,526 shares; 2026Q2: 44,354 shares 44,354 $28.7M 0.05% -4,172 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559,407 shares; 2024Q4: 566,304 shares; 2025Q1: 590,079 shares; 2025Q2: 634,244 shares; 2025Q3: 651,189 shares; 2025Q4: 708,917 shares; 2026Q1: 532,483 shares; 2026Q2: 694,976 shares 694,976 $28.4M 0.05% +162,493 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,299 shares; 2024Q4: 52,692 shares; 2025Q1: 123,851 shares; 2025Q2: 132,866 shares; 2025Q3: 169,261 shares; 2025Q4: 299,205 shares; 2026Q1: 394,379 shares; 2026Q2: 410,379 shares 410,379 $28.3M 0.05% +16,000 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: 136,730 shares; 2024Q4: 95,111 shares; 2025Q1: 174,983 shares; 2025Q2: 217,344 shares; 2025Q3: 236,864 shares; 2025Q4: 123,369 shares; 2026Q1: 140,131 shares; 2026Q2: 154,783 shares 154,783 $28.2M 0.05% +14,652 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: 125,716 shares; 2024Q4: 127,272 shares; 2025Q1: 127,150 shares; 2025Q2: 131,408 shares; 2025Q3: 131,621 shares; 2025Q4: 133,345 shares; 2026Q1: 90,575 shares; 2026Q2: 93,673 shares 93,673 $28.2M 0.05% +3,098 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622,701 shares; 2024Q4: 644,094 shares; 2025Q1: 639,859 shares; 2025Q2: 657,234 shares; 2025Q3: 665,526 shares; 2025Q4: 659,616 shares; 2026Q1: 391,367 shares; 2026Q2: 399,358 shares 399,358 $27.9M 0.05% +7,991 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: 432,815 shares; 2024Q4: 424,062 shares; 2025Q1: 412,807 shares; 2025Q2: 433,673 shares; 2025Q3: 472,835 shares; 2025Q4: 488,586 shares; 2026Q1: 417,520 shares; 2026Q2: 456,874 shares 456,874 $27.7M 0.05% +39,354 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: 94,990 shares; 2024Q4: 97,193 shares; 2025Q1: 93,905 shares; 2025Q2: 93,880 shares; 2025Q3: 95,030 shares; 2025Q4: 100,451 shares; 2026Q1: 77,540 shares; 2026Q2: 77,969 shares 77,969 $27.6M 0.05% +429 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: 758,189 shares; 2024Q4: 769,203 shares; 2025Q1: 783,043 shares; 2025Q2: 764,580 shares; 2025Q3: 774,301 shares; 2025Q4: 736,031 shares; 2026Q1: 409,698 shares; 2026Q2: 432,450 shares 432,450 $27.4M 0.05% +22,752 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: 12,679 shares; 2024Q4: 14,511 shares; 2025Q1: 17,122 shares; 2025Q2: 24,175 shares; 2025Q3: 24,420 shares; 2025Q4: 24,388 shares; 2026Q1: 25,223 shares; 2026Q2: 31,530 shares 31,530 $27.4M 0.05% +6,307 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,169 shares; 2025Q1: 1,324,089 shares; 2025Q2: 1,406,598 shares; 2025Q3: 1,470,142 shares; 2025Q4: 1,541,924 shares; 2026Q1: 870,987 shares; 2026Q2: 935,881 shares 935,881 $27.3M 0.05% +64,894 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: 123,288 shares; 2024Q4: 132,109 shares; 2025Q1: 158,934 shares; 2025Q2: 185,958 shares; 2025Q3: 137,188 shares; 2025Q4: 151,226 shares; 2026Q1: 144,581 shares; 2026Q2: 165,333 shares 165,333 $27.2M 0.05% +20,752 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,297 shares; 2024Q4: 24,645 shares; 2025Q1: 25,655 shares; 2025Q2: 24,824 shares; 2025Q3: 25,321 shares; 2025Q4: 262,765 shares; 2026Q1: 294,561 shares; 2026Q2: 365,666 shares 365,666 $27.1M 0.05% +71,105 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,326 shares; 2024Q4: 24,535 shares; 2025Q1: 25,124 shares; 2025Q2: 72,807 shares; 2025Q3: 77,451 shares; 2025Q4: 103,760 shares; 2026Q1: 142,262 shares; 2026Q2: 141,296 shares 141,296 $27.1M 0.05% -966 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: 198,902 shares; 2024Q4: 199,262 shares; 2025Q1: 207,169 shares; 2025Q2: 210,828 shares; 2025Q3: 214,555 shares; 2025Q4: 226,455 shares; 2026Q1: 163,689 shares; 2026Q2: 139,461 shares 139,461 $27.1M 0.05% -24,228 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610,928 shares; 2024Q4: 1,618,145 shares; 2025Q1: 1,498,303 shares; 2025Q2: 1,561,266 shares; 2025Q3: 1,575,963 shares; 2025Q4: 1,621,230 shares; 2026Q1: 949,772 shares; 2026Q2: 995,124 shares 995,124 $27M 0.05% +45,352 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,703 shares; 2024Q4: 136,413 shares; 2025Q1: 131,335 shares; 2025Q2: 104,715 shares; 2025Q3: 103,480 shares; 2025Q4: 103,060 shares; 2026Q1: 162,334 shares; 2026Q2: 177,480 shares 177,480 $26.9M 0.05% +15,146 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,348 shares; 2024Q4: 244,252 shares; 2025Q1: 236,047 shares; 2025Q2: 245,390 shares; 2025Q3: 250,843 shares; 2025Q4: 252,049 shares; 2026Q1: 244,683 shares; 2026Q2: 261,607 shares 261,607 $26.7M 0.04% +16,924 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,928 shares; 2024Q4: 316,817 shares; 2025Q1: 303,361 shares; 2025Q2: 782,821 shares; 2025Q3: 1,070,471 shares; 2025Q4: 1,268,731 shares; 2026Q1: 393,842 shares; 2026Q2: 524,263 shares 524,263 $26.7M 0.04% +130,421 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 2,990 shares; 2025Q4: 454,950 shares; 2026Q1: 337,311 shares; 2026Q2: 451,397 shares 451,397 $26.7M 0.04% +114,086 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,389 shares; 2024Q4: 63,750 shares; 2025Q1: 24,644 shares; 2025Q2: 51,686 shares; 2025Q3: 143,518 shares; 2025Q4: 168,449 shares; 2026Q1: 110,855 shares; 2026Q2: 377,811 shares 377,811 $26.7M 0.04% +266,956 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: 261,315 shares; 2024Q4: 341,391 shares; 2025Q1: 290,761 shares; 2025Q2: 231,557 shares; 2025Q3: 241,871 shares; 2025Q4: 264,654 shares; 2026Q1: 197,812 shares; 2026Q2: 254,562 shares 254,562 $26.6M 0.04% +56,750 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,145 shares; 2024Q4: 234,266 shares; 2025Q1: 240,183 shares; 2025Q2: 241,388 shares; 2025Q3: 244,862 shares; 2025Q4: 254,439 shares; 2026Q1: 202,161 shares; 2026Q2: 201,362 shares 201,362 $26.6M 0.04% -799 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: 138,200 shares; 2024Q4: 137,820 shares; 2025Q1: 141,128 shares; 2025Q2: 145,843 shares; 2025Q3: 147,291 shares; 2025Q4: 149,851 shares; 2026Q1: 88,835 shares; 2026Q2: 87,828 shares 87,828 $26.5M 0.04% -1,007 Timeline RMHY 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: not reported; 2026Q2: 1,054,634 shares 1,054,634 $26.4M 0.04% new 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: 155,212 shares 155,212 $26.4M 0.04% new 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: 142,583 shares; 2024Q4: 185,833 shares; 2025Q1: 190,069 shares; 2025Q2: 212,357 shares; 2025Q3: 226,390 shares; 2025Q4: 280,920 shares; 2026Q1: 304,744 shares; 2026Q2: 289,158 shares 289,158 $26.4M 0.04% -15,586 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,053 shares; 2024Q4: 281,270 shares; 2025Q1: 294,969 shares; 2025Q2: 375,117 shares; 2025Q3: 329,221 shares; 2025Q4: 338,605 shares; 2026Q1: 346,298 shares; 2026Q2: 318,129 shares 318,129 $26.3M 0.04% -28,169 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: 489,859 shares; 2024Q4: 488,382 shares; 2025Q1: 497,768 shares; 2025Q2: 590,650 shares; 2025Q3: 592,573 shares; 2025Q4: 591,815 shares; 2026Q1: 403,682 shares; 2026Q2: 460,102 shares 460,102 $26.2M 0.04% +56,420 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: 115,072 shares; 2024Q4: 111,553 shares; 2025Q1: 269,101 shares; 2025Q2: 357,482 shares; 2025Q3: 621,719 shares; 2025Q4: 572,116 shares; 2026Q1: 679,650 shares; 2026Q2: 807,705 shares 807,705 $26.1M 0.04% +128,055 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,109 shares; 2024Q4: 5,120 shares; 2025Q1: 4,285 shares; 2025Q2: 4,359 shares; 2025Q3: 4,474 shares; 2025Q4: 351,911 shares; 2026Q1: 237,958 shares; 2026Q2: 248,743 shares 248,743 $26M 0.04% +10,785 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,265 shares; 2024Q4: 525,830 shares; 2025Q1: 531,411 shares; 2025Q2: 528,638 shares; 2025Q3: 538,163 shares; 2025Q4: 529,102 shares; 2026Q1: 343,200 shares; 2026Q2: 337,295 shares 337,295 $25.7M 0.04% -5,905 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: 149,912 shares 149,912 $25.7M 0.04% new 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: 1,007,600 shares; 2024Q4: 1,020,932 shares; 2025Q1: 1,051,535 shares; 2025Q2: 1,063,229 shares; 2025Q3: 1,047,371 shares; 2025Q4: 1,033,738 shares; 2026Q1: 850,228 shares; 2026Q2: 874,523 shares 874,523 $25.4M 0.04% +24,295 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,306 shares; 2024Q4: 370,735 shares; 2025Q1: 372,953 shares; 2025Q2: 356,869 shares; 2025Q3: 486,671 shares; 2025Q4: 607,996 shares; 2026Q1: 940,081 shares; 2026Q2: 976,237 shares 976,237 $25.4M 0.04% +36,156 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,004 shares; 2024Q4: 26,230 shares; 2025Q1: 31,129 shares; 2025Q2: 111,986 shares; 2025Q3: 113,614 shares; 2025Q4: 135,865 shares; 2026Q1: 181,530 shares; 2026Q2: 199,154 shares 199,154 $25.4M 0.04% +17,624 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,120 shares; 2025Q1: 724,415 shares; 2025Q2: 781,458 shares; 2025Q3: 832,158 shares; 2025Q4: 898,723 shares; 2026Q1: 523,380 shares; 2026Q2: 586,660 shares 586,660 $25.3M 0.04% +63,280 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,686 shares; 2024Q4: 96,265 shares; 2025Q1: 85,740 shares; 2025Q2: 76,174 shares; 2025Q3: 70,125 shares; 2025Q4: 59,019 shares; 2026Q1: 34,275 shares; 2026Q2: 215,256 shares 215,256 $25.1M 0.04% +180,981 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: 254,923 shares; 2024Q4: 266,407 shares; 2025Q1: 329,826 shares; 2025Q2: 349,177 shares; 2025Q3: 358,814 shares; 2025Q4: 301,550 shares; 2026Q1: 221,810 shares; 2026Q2: 282,450 shares 282,450 $25.1M 0.04% +60,640 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,537 shares; 2024Q4: 533,907 shares; 2025Q1: 532,833 shares; 2025Q2: 398,233 shares; 2025Q3: 392,918 shares; 2025Q4: 355,411 shares; 2026Q1: 284,664 shares; 2026Q2: 249,867 shares 249,867 $25M 0.04% -34,797 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,020 shares; 2024Q4: 596,414 shares; 2025Q1: 689,632 shares; 2025Q2: 842,230 shares; 2025Q3: 788,939 shares; 2025Q4: 724,387 shares; 2026Q1: 497,057 shares; 2026Q2: 495,505 shares 495,505 $25M 0.04% -1,552 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,139 shares; 2024Q4: 307,821 shares; 2025Q1: 484,437 shares; 2025Q2: 524,361 shares; 2025Q3: 540,210 shares; 2025Q4: 571,004 shares; 2026Q1: 497,773 shares; 2026Q2: 544,648 shares 544,648 $24.9M 0.04% +46,875 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562,662 shares; 2024Q4: 616,535 shares; 2025Q1: 681,280 shares; 2025Q2: 673,845 shares; 2025Q3: 685,906 shares; 2025Q4: 700,200 shares; 2026Q1: 523,034 shares; 2026Q2: 554,543 shares 554,543 $24.8M 0.04% +31,509 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,307 shares; 2024Q4: 30,676 shares; 2025Q1: 32,535 shares; 2025Q2: 39,329 shares; 2025Q3: 48,895 shares; 2025Q4: 42,819 shares; 2026Q1: 128,770 shares; 2026Q2: 161,048 shares 161,048 $24.7M 0.04% +32,278 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,712 shares; 2024Q4: 106,585 shares; 2025Q1: 254,549 shares; 2025Q2: 139,400 shares; 2025Q3: 607,280 shares; 2025Q4: 1,007,138 shares; 2026Q1: 1,494,739 shares; 2026Q2: 1,594,747 shares 1,594,747 $24.7M 0.04% +100,008 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: 33,261 shares; 2024Q4: 11,267 shares; 2025Q1: 16,397 shares; 2025Q2: 21,369 shares; 2025Q3: 24,429 shares; 2025Q4: 25,863 shares; 2026Q1: 83,599 shares; 2026Q2: 122,688 shares 122,688 $24.7M 0.04% +39,089 Timeline WCMI 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: 131,334 shares; 2025Q4: 1,177,458 shares; 2026Q1: 872,126 shares; 2026Q2: 1,252,793 shares 1,252,793 $24.6M 0.04% +380,667 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,448 shares; 2024Q4: 87,391 shares; 2025Q1: 106,876 shares; 2025Q2: 103,727 shares; 2025Q3: 207,523 shares; 2025Q4: 253,111 shares; 2026Q1: 381,748 shares; 2026Q2: 392,253 shares 392,253 $24.4M 0.04% +10,505 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,145 shares; 2024Q4: 19,888 shares; 2025Q1: 5,454 shares; 2025Q2: 5,730 shares; 2025Q3: 37,649 shares; 2025Q4: 42,489 shares; 2026Q1: 5,192 shares; 2026Q2: 92,310 shares 92,310 $24.3M 0.04% +87,118 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: 153,265 shares; 2024Q4: 190,615 shares; 2025Q1: 200,247 shares; 2025Q2: 209,165 shares; 2025Q3: 207,240 shares; 2025Q4: 212,133 shares; 2026Q1: 163,287 shares; 2026Q2: 160,088 shares 160,088 $24.3M 0.04% -3,199 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: 86,113 shares; 2024Q4: 108,060 shares; 2025Q1: 110,599 shares; 2025Q2: 122,557 shares; 2025Q3: 123,108 shares; 2025Q4: 124,746 shares; 2026Q1: 95,543 shares; 2026Q2: 90,850 shares 90,850 $24.3M 0.04% -4,693 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: 158,417 shares; 2024Q4: 180,623 shares; 2025Q1: 199,068 shares; 2025Q2: 246,739 shares; 2025Q3: 250,281 shares; 2025Q4: 351,015 shares; 2026Q1: 715,416 shares; 2026Q2: 757,663 shares 757,663 $24.2M 0.04% +42,247 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: 357,757 shares; 2024Q4: 373,950 shares; 2025Q1: 405,806 shares; 2025Q2: 367,587 shares; 2025Q3: 372,629 shares; 2025Q4: 377,912 shares; 2026Q1: 241,717 shares; 2026Q2: 253,609 shares 253,609 $24.2M 0.04% +11,892 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: 153,227 shares; 2024Q4: 166,464 shares; 2025Q1: 161,692 shares; 2025Q2: 153,661 shares; 2025Q3: 152,781 shares; 2025Q4: 153,034 shares; 2026Q1: 176,422 shares; 2026Q2: 196,815 shares 196,815 $24.1M 0.04% +20,393 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,780 shares; 2024Q4: 305,704 shares; 2025Q1: 403,829 shares; 2025Q2: 421,195 shares; 2025Q3: 408,385 shares; 2025Q4: 391,532 shares; 2026Q1: 272,193 shares; 2026Q2: 272,375 shares 272,375 $24.1M 0.04% +182 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: 104,930 shares; 2024Q4: 100,745 shares; 2025Q1: 120,176 shares; 2025Q2: 127,835 shares; 2025Q3: 127,708 shares; 2025Q4: 121,274 shares; 2026Q1: 91,506 shares; 2026Q2: 89,097 shares 89,097 $24.1M 0.04% -2,409 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: 353,051 shares; 2024Q4: 300,765 shares; 2025Q1: 347,763 shares; 2025Q2: 334,903 shares; 2025Q3: 336,707 shares; 2025Q4: 337,079 shares; 2026Q1: 236,761 shares; 2026Q2: 253,353 shares 253,353 $24.1M 0.04% +16,592 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,019 shares; 2024Q4: 71,973 shares; 2025Q1: 76,718 shares; 2025Q2: 118,250 shares; 2025Q3: 93,886 shares; 2025Q4: 664,946 shares; 2026Q1: 391,704 shares; 2026Q2: 488,571 shares 488,571 $23.9M 0.04% +96,867 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,023 shares; 2024Q4: 37,121 shares; 2025Q1: 46,547 shares; 2025Q2: 65,322 shares; 2025Q3: 97,894 shares; 2025Q4: 97,397 shares; 2026Q1: 67,924 shares; 2026Q2: 97,262 shares 97,262 $23.5M 0.04% +29,338 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,753 shares; 2025Q1: 26,235 shares; 2025Q2: 2,503 shares; 2025Q3: 45,284 shares; 2025Q4: 155,916 shares; 2026Q1: 118,046 shares; 2026Q2: 43,271 shares 43,271 $23.4M 0.04% -74,775 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,599 shares; 2024Q4: 362,241 shares; 2025Q1: 380,899 shares; 2025Q2: 401,289 shares; 2025Q3: 428,079 shares; 2025Q4: 469,488 shares; 2026Q1: 393,304 shares; 2026Q2: 434,774 shares 434,774 $23.4M 0.04% +41,470 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,770 shares; 2024Q4: 52,493 shares; 2025Q1: 73,246 shares; 2025Q2: 51,267 shares; 2025Q3: 78,944 shares; 2025Q4: 108,607 shares; 2026Q1: 153,004 shares; 2026Q2: 174,692 shares 174,692 $23.4M 0.04% +21,688 Timeline VIGI 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: 172,350 shares; 2024Q4: 217,050 shares; 2025Q1: 211,530 shares; 2025Q2: 208,964 shares; 2025Q3: 203,274 shares; 2025Q4: 197,946 shares; 2026Q1: 154,232 shares; 2026Q2: 247,488 shares 247,488 $23.3M 0.04% +93,256 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: 1,061,635 shares; 2024Q4: 1,024,841 shares; 2025Q1: 879,660 shares; 2025Q2: 863,739 shares; 2025Q3: 810,438 shares; 2025Q4: 792,835 shares; 2026Q1: 491,528 shares; 2026Q2: 455,253 shares 455,253 $23.3M 0.04% -36,275 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,565 shares; 2024Q4: 127,506 shares; 2025Q1: 143,291 shares; 2025Q2: 119,336 shares; 2025Q3: 119,719 shares; 2025Q4: 119,953 shares; 2026Q1: 92,017 shares; 2026Q2: 92,976 shares 92,976 $23.3M 0.04% +959 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: 218,544 shares; 2024Q4: 240,665 shares; 2025Q1: 290,937 shares; 2025Q2: 259,834 shares; 2025Q3: 243,901 shares; 2025Q4: 275,868 shares; 2026Q1: 234,479 shares; 2026Q2: 258,294 shares 258,294 $23.2M 0.04% +23,815 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: 21,580 shares; 2024Q4: 24,321 shares; 2025Q1: 21,796 shares; 2025Q2: 18,415 shares; 2025Q3: 27,867 shares; 2025Q4: 53,986 shares; 2026Q1: 324,046 shares; 2026Q2: 340,681 shares 340,681 $23.2M 0.04% +16,635 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,843 shares; 2024Q4: 906,037 shares; 2025Q1: 687,431 shares; 2025Q2: 663,855 shares; 2025Q3: 652,875 shares; 2025Q4: 639,161 shares; 2026Q1: 515,584 shares; 2026Q2: 542,683 shares 542,683 $23.1M 0.04% +27,099 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: 1,277,860 shares; 2024Q4: 535,494 shares; 2025Q1: 525,359 shares; 2025Q2: 471,556 shares; 2025Q3: 489,691 shares; 2025Q4: 579,102 shares; 2026Q1: 412,078 shares; 2026Q2: 422,426 shares 422,426 $23.1M 0.04% +10,348 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,971 shares; 2024Q4: 74,520 shares; 2025Q1: 155,554 shares; 2025Q2: 196,143 shares; 2025Q3: 235,793 shares; 2025Q4: 242,157 shares; 2026Q1: 280,148 shares; 2026Q2: 308,547 shares 308,547 $23M 0.04% +28,399 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: 427,327 shares; 2024Q4: 818,836 shares; 2025Q1: 839,124 shares; 2025Q2: 673,664 shares; 2025Q3: 474,863 shares; 2025Q4: 463,832 shares; 2026Q1: 510,122 shares; 2026Q2: 498,535 shares 498,535 $22.6M 0.04% -11,587 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: 365,198 shares; 2024Q4: 459,973 shares; 2025Q1: 544,684 shares; 2025Q2: 417,852 shares; 2025Q3: 429,001 shares; 2025Q4: 394,966 shares; 2026Q1: 267,894 shares; 2026Q2: 296,112 shares 296,112 $22.5M 0.04% +28,218 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,594 shares; 2024Q4: 237,634 shares; 2025Q1: 264,037 shares; 2025Q2: 1,286,810 shares; 2025Q3: 718,175 shares; 2025Q4: 891,188 shares; 2026Q1: 569,366 shares; 2026Q2: 862,044 shares 862,044 $22.1M 0.04% +292,678 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,258 shares; 2024Q4: 62,335 shares; 2025Q1: 156,690 shares; 2025Q2: 147,557 shares; 2025Q3: 127,623 shares; 2025Q4: 235,038 shares; 2026Q1: 264,716 shares; 2026Q2: 216,796 shares 216,796 $21.9M 0.04% -47,920 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: 113,968 shares; 2024Q4: 126,538 shares; 2025Q1: 261,940 shares; 2025Q2: 240,942 shares; 2025Q3: 249,247 shares; 2025Q4: 270,784 shares; 2026Q1: 180,904 shares; 2026Q2: 215,347 shares 215,347 $21.8M 0.04% +34,443 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: 684,924 shares; 2024Q4: 1,059,209 shares; 2025Q1: 1,209,337 shares; 2025Q2: 1,201,435 shares; 2025Q3: 834,892 shares; 2025Q4: 601,260 shares; 2026Q1: 380,831 shares; 2026Q2: 358,660 shares 358,660 $21.7M 0.04% -22,171 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: 282,469 shares; 2024Q4: 275,328 shares; 2025Q1: 276,533 shares; 2025Q2: 290,752 shares; 2025Q3: 277,165 shares; 2025Q4: 203,968 shares; 2026Q1: 213,093 shares; 2026Q2: 129,999 shares 129,999 $21.7M 0.04% -83,094 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: 155,730 shares; 2024Q4: 166,086 shares; 2025Q1: 159,587 shares; 2025Q2: 142,533 shares; 2025Q3: 145,080 shares; 2025Q4: 175,443 shares; 2026Q1: 155,750 shares; 2026Q2: 168,858 shares 168,858 $21.6M 0.04% +13,108 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,939 shares; 2024Q4: 33,604 shares; 2025Q1: 42,826 shares; 2025Q2: 52,102 shares; 2025Q3: 56,433 shares; 2025Q4: 66,000 shares; 2026Q1: 87,986 shares; 2026Q2: 104,658 shares 104,658 $21.6M 0.04% +16,672 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,100 shares; 2024Q4: 89,920 shares; 2025Q1: 109,977 shares; 2025Q2: 182,790 shares; 2025Q3: 198,218 shares; 2025Q4: 223,170 shares; 2026Q1: 264,949 shares; 2026Q2: 265,159 shares 265,159 $21.5M 0.04% +210 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: 101,891 shares; 2024Q4: 80,189 shares; 2025Q1: 80,189 shares; 2025Q2: 82,641 shares; 2025Q3: 73,469 shares; 2025Q4: 81,246 shares; 2026Q1: 40,668 shares; 2026Q2: 45,889 shares 45,889 $21.5M 0.04% +5,221 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,628 shares; 2025Q1: 22,170 shares; 2025Q2: 27,385 shares; 2025Q3: 178,204 shares; 2025Q4: 172,238 shares; 2026Q1: 118,342 shares; 2026Q2: 148,537 shares 148,537 $21.5M 0.04% +30,195 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: 98,619 shares; 2024Q4: 121,859 shares; 2025Q1: 133,627 shares; 2025Q2: 140,416 shares; 2025Q3: 143,684 shares; 2025Q4: 152,196 shares; 2026Q1: 82,808 shares; 2026Q2: 89,817 shares 89,817 $21.5M 0.04% +7,009 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,044 shares; 2024Q4: 325,470 shares; 2025Q1: 318,742 shares; 2025Q2: 313,019 shares; 2025Q3: 309,408 shares; 2025Q4: 305,744 shares; 2026Q1: 196,477 shares; 2026Q2: 196,834 shares 196,834 $21.5M 0.04% +357 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,441 shares; 2024Q4: 85,628 shares; 2025Q1: 86,794 shares; 2025Q2: 90,729 shares; 2025Q3: 95,184 shares; 2025Q4: 88,899 shares; 2026Q1: 61,491 shares; 2026Q2: 53,095 shares 53,095 $21.4M 0.04% -8,396 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,717 shares; 2025Q4: 828,462 shares; 2026Q1: 831,115 shares; 2026Q2: 646,077 shares 646,077 $21.4M 0.04% -185,038 Timeline DFAX 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: 818,682 shares; 2024Q4: 867,159 shares; 2025Q1: 819,862 shares; 2025Q2: 803,499 shares; 2025Q3: 770,365 shares; 2025Q4: 750,940 shares; 2026Q1: 593,257 shares; 2026Q2: 577,693 shares 577,693 $21.3M 0.04% -15,564 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,367 shares; 2024Q4: 23,660 shares; 2025Q1: 25,854 shares; 2025Q2: 31,923 shares; 2025Q3: 32,024 shares; 2025Q4: 34,234 shares; 2026Q1: 30,171 shares; 2026Q2: 100,720 shares 100,720 $21.3M 0.04% +70,549 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: 105,859 shares; 2024Q4: 105,505 shares; 2025Q1: 101,935 shares; 2025Q2: 101,207 shares; 2025Q3: 99,181 shares; 2025Q4: 97,516 shares; 2026Q1: 63,779 shares; 2026Q2: 62,305 shares 62,305 $21.3M 0.04% -1,474 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,036 shares; 2024Q4: 6,102 shares; 2025Q1: 6,596 shares; 2025Q2: 25,147 shares; 2025Q3: 38,970 shares; 2025Q4: 56,809 shares; 2026Q1: 74,611 shares; 2026Q2: 85,047 shares 85,047 $21.2M 0.04% +10,436 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,418 shares; 2024Q4: 145,836 shares; 2025Q1: 140,753 shares; 2025Q2: 146,533 shares; 2025Q3: 180,188 shares; 2025Q4: 186,406 shares; 2026Q1: 147,794 shares; 2026Q2: 150,656 shares 150,656 $21.2M 0.04% +2,862 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: 106,146 shares; 2024Q4: 123,174 shares; 2025Q1: 120,687 shares; 2025Q2: 160,477 shares; 2025Q3: 156,319 shares; 2025Q4: 166,161 shares; 2026Q1: 115,890 shares; 2026Q2: 130,994 shares 130,994 $21.1M 0.04% +15,104 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,826 shares; 2024Q4: 15,701 shares; 2025Q1: 33,917 shares; 2025Q2: 17,520 shares; 2025Q3: 17,360 shares; 2025Q4: 54,215 shares; 2026Q1: 13,477 shares; 2026Q2: 15,621 shares 15,621 $21.1M 0.04% +2,144 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: 557,421 shares; 2024Q4: 551,216 shares; 2025Q1: 550,712 shares; 2025Q2: 465,960 shares; 2025Q3: 424,070 shares; 2025Q4: 401,850 shares; 2026Q1: 211,783 shares; 2026Q2: 197,628 shares 197,628 $21.1M 0.04% -14,155 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,225 shares; 2024Q4: 56,772 shares; 2025Q1: 94,756 shares; 2025Q2: 103,002 shares; 2025Q3: 106,345 shares; 2025Q4: 106,711 shares; 2026Q1: 146,593 shares; 2026Q2: 164,532 shares 164,532 $21M 0.04% +17,939 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: 61,766 shares; 2024Q4: 64,452 shares; 2025Q1: 105,044 shares; 2025Q2: 104,325 shares; 2025Q3: 103,055 shares; 2025Q4: 223,986 shares; 2026Q1: 170,856 shares; 2026Q2: 94,881 shares 94,881 $20.8M 0.03% -75,975 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,405 shares; 2024Q4: 41,446 shares; 2025Q1: 41,877 shares; 2025Q2: 45,547 shares; 2025Q3: 46,280 shares; 2025Q4: 47,709 shares; 2026Q1: 46,767 shares; 2026Q2: 56,693 shares 56,693 $20.8M 0.03% +9,926 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,965 shares; 2024Q4: 74,457 shares; 2025Q1: 84,841 shares; 2025Q2: 97,986 shares; 2025Q3: 109,359 shares; 2025Q4: 110,106 shares; 2026Q1: 55,083 shares; 2026Q2: 62,112 shares 62,112 $20.7M 0.03% +7,029 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,092 shares; 2024Q4: 81,325 shares; 2025Q1: 53,541 shares; 2025Q2: 50,686 shares; 2025Q3: 51,681 shares; 2025Q4: 52,339 shares; 2026Q1: 40,013 shares; 2026Q2: 44,874 shares 44,874 $20.7M 0.03% +4,861 Timeline JPIN 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: 584,290 shares; 2024Q4: 556,019 shares; 2025Q1: 501,889 shares; 2025Q2: 488,451 shares; 2025Q3: 482,607 shares; 2025Q4: 470,166 shares; 2026Q1: 286,350 shares; 2026Q2: 280,697 shares 280,697 $20.6M 0.03% -5,653 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,532 shares; 2024Q4: 507,185 shares; 2025Q1: 1,172,384 shares; 2025Q2: 1,162,641 shares; 2025Q3: 1,198,630 shares; 2025Q4: 1,171,451 shares; 2026Q1: 1,112,010 shares; 2026Q2: 662,675 shares 662,675 $20.5M 0.03% -449,335 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: 204,089 shares; 2024Q4: 195,003 shares; 2025Q1: 162,436 shares; 2025Q2: 260,149 shares; 2025Q3: 268,078 shares; 2025Q4: 295,821 shares; 2026Q1: 319,921 shares; 2026Q2: 340,977 shares 340,977 $20.5M 0.03% +21,056 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: 235,219 shares; 2024Q4: 367,858 shares; 2025Q1: 219,810 shares; 2025Q2: 253,869 shares; 2025Q3: 250,495 shares; 2025Q4: 241,953 shares; 2026Q1: 172,451 shares; 2026Q2: 82,672 shares 82,672 $20.4M 0.03% -89,779 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,173 shares; 2024Q4: 22,637 shares; 2025Q1: 49,930 shares; 2025Q2: 35,444 shares; 2025Q3: 124,102 shares; 2025Q4: 760,417 shares; 2026Q1: 465,136 shares; 2026Q2: 484,903 shares 484,903 $20.3M 0.03% +19,767 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,306 shares; 2024Q4: 32,686 shares; 2025Q1: 15,446 shares; 2025Q2: 16,388 shares; 2025Q3: 17,288 shares; 2025Q4: 17,971 shares; 2026Q1: 37,747 shares; 2026Q2: 84,778 shares 84,778 $20.3M 0.03% +47,031 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,440 shares; 2024Q4: 81,154 shares; 2025Q1: 88,101 shares; 2025Q2: 119,170 shares; 2025Q3: 171,168 shares; 2025Q4: 220,196 shares; 2026Q1: 303,957 shares; 2026Q2: 311,697 shares 311,697 $20.2M 0.03% +7,740 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,091 shares; 2024Q4: 137,158 shares; 2025Q1: 191,511 shares; 2025Q2: 193,244 shares; 2025Q3: 198,975 shares; 2025Q4: 202,440 shares; 2026Q1: 97,668 shares; 2026Q2: 109,537 shares 109,537 $20.2M 0.03% +11,869 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,226 shares; 2024Q4: 338,773 shares; 2025Q1: 418,118 shares; 2025Q2: 429,258 shares; 2025Q3: 412,985 shares; 2025Q4: 434,195 shares; 2026Q1: 374,509 shares; 2026Q2: 382,113 shares 382,113 $20.1M 0.03% +7,604 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: 512,945 shares; 2024Q4: 523,599 shares; 2025Q1: 493,782 shares; 2025Q2: 495,503 shares; 2025Q3: 468,884 shares; 2025Q4: 488,351 shares; 2026Q1: 420,291 shares; 2026Q2: 299,168 shares 299,168 $20M 0.03% -121,123 Timeline DFSU 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: 404,096 shares; 2024Q4: 416,575 shares; 2025Q1: 412,711 shares; 2025Q2: 407,806 shares; 2025Q3: 470,365 shares; 2025Q4: 483,033 shares; 2026Q1: 429,942 shares; 2026Q2: 415,678 shares 415,678 $19.7M 0.03% -14,264 Timeline ITM 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: 802,854 shares; 2024Q4: 750,540 shares; 2025Q1: 688,408 shares; 2025Q2: 643,409 shares; 2025Q3: 589,811 shares; 2025Q4: 593,125 shares; 2026Q1: 403,370 shares; 2026Q2: 418,825 shares 418,825 $19.6M 0.03% +15,455 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,715 shares; 2024Q4: 465,062 shares; 2025Q1: 491,369 shares; 2025Q2: 437,657 shares; 2025Q3: 479,715 shares; 2025Q4: 477,701 shares; 2026Q1: 323,446 shares; 2026Q2: 327,755 shares 327,755 $19.4M 0.03% +4,309 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: 30,619 shares; 2024Q4: 42,241 shares; 2025Q1: 140,883 shares; 2025Q2: 204,117 shares; 2025Q3: 238,423 shares; 2025Q4: 59,999 shares; 2026Q1: 238,320 shares; 2026Q2: 84,580 shares 84,580 $19.3M 0.03% -153,740 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: 525,590 shares; 2024Q4: 767,498 shares; 2025Q1: 783,768 shares; 2025Q2: 579,615 shares; 2025Q3: 576,642 shares; 2025Q4: 544,325 shares; 2026Q1: 336,883 shares; 2026Q2: 345,538 shares 345,538 $19.3M 0.03% +8,655 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,729 shares; 2024Q4: 97,017 shares; 2025Q1: 97,998 shares; 2025Q2: 100,967 shares; 2025Q3: 102,675 shares; 2025Q4: 102,335 shares; 2026Q1: 155,875 shares; 2026Q2: 164,399 shares 164,399 $19.2M 0.03% +8,524 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,342 shares; 2024Q4: 28,346 shares; 2025Q1: 36,501 shares; 2025Q2: 101,487 shares; 2025Q3: 157,918 shares; 2025Q4: 170,222 shares; 2026Q1: 165,009 shares; 2026Q2: 208,692 shares 208,692 $19.1M 0.03% +43,683 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: 478,420 shares; 2024Q4: 572,203 shares; 2025Q1: 586,876 shares; 2025Q2: 594,791 shares; 2025Q3: 613,975 shares; 2025Q4: 652,916 shares; 2026Q1: 412,626 shares; 2026Q2: 428,008 shares 428,008 $19M 0.03% +15,382 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,565 shares; 2024Q4: 89,971 shares; 2025Q1: 119,291 shares; 2025Q2: 260,506 shares; 2025Q3: 121,260 shares; 2025Q4: 202,446 shares; 2026Q1: 141,573 shares; 2026Q2: 186,478 shares 186,478 $19M 0.03% +44,905 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: 27,753 shares; 2024Q4: 28,008 shares; 2025Q1: 27,174 shares; 2025Q2: 32,971 shares; 2025Q3: 32,855 shares; 2025Q4: 33,126 shares; 2026Q1: 43,222 shares; 2026Q2: 46,177 shares 46,177 $19M 0.03% +2,955 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860,146 shares; 2024Q4: 869,869 shares; 2025Q1: 867,825 shares; 2025Q2: 887,874 shares; 2025Q3: 897,223 shares; 2025Q4: 896,994 shares; 2026Q1: 498,513 shares; 2026Q2: 514,791 shares 514,791 $19M 0.03% +16,278 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,776 shares; 2024Q4: 20,197 shares; 2025Q1: 33,437 shares; 2025Q2: 81,168 shares; 2025Q3: 91,165 shares; 2025Q4: 105,237 shares; 2026Q1: 113,057 shares; 2026Q2: 107,790 shares 107,790 $18.9M 0.03% -5,267 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: 22,120 shares; 2024Q4: 19,923 shares; 2025Q1: 23,195 shares; 2025Q2: 166,860 shares; 2025Q3: 365,378 shares; 2025Q4: 198,961 shares; 2026Q1: 214,884 shares; 2026Q2: 238,530 shares 238,530 $18.9M 0.03% +23,646 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,153 shares; 2024Q4: 546,307 shares; 2025Q1: 589,099 shares; 2025Q2: 625,156 shares; 2025Q3: 627,788 shares; 2025Q4: 617,133 shares; 2026Q1: 414,158 shares; 2026Q2: 461,410 shares 461,410 $18.9M 0.03% +47,252 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,453 shares; 2024Q4: 5,961 shares; 2025Q1: 7,261 shares; 2025Q2: 5,939 shares; 2025Q3: 6,250 shares; 2025Q4: 5,746 shares; 2026Q1: 5,685 shares; 2026Q2: 6,190 shares 6,190 $18.8M 0.03% +505 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,693 shares; 2024Q4: 114,674 shares; 2025Q1: 82,829 shares; 2025Q2: 125,582 shares; 2025Q3: 90,962 shares; 2025Q4: 97,665 shares; 2026Q1: 141,734 shares; 2026Q2: 151,330 shares 151,330 $18.7M 0.03% +9,596 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,638 shares; 2024Q4: 55,176 shares; 2025Q1: 50,303 shares; 2025Q2: 170,580 shares; 2025Q3: 164,834 shares; 2025Q4: 39,569 shares; 2026Q1: not reported; 2026Q2: 445,280 shares 445,280 $18.5M 0.03% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,514,698 shares; 2024Q4: 599,423 shares; 2025Q1: 530,532 shares; 2025Q2: 454,228 shares; 2025Q3: 448,739 shares; 2025Q4: 549,181 shares; 2026Q1: 334,315 shares; 2026Q2: 342,500 shares 342,500 $18.5M 0.03% +8,185 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: 145,388 shares; 2024Q4: 201,509 shares; 2025Q1: 207,509 shares; 2025Q2: 211,494 shares; 2025Q3: 310,200 shares; 2025Q4: 317,530 shares; 2026Q1: 154,486 shares; 2026Q2: 257,150 shares 257,150 $18.4M 0.03% +102,664 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,105 shares; 2024Q4: 358,204 shares; 2025Q1: 382,985 shares; 2025Q2: 368,666 shares; 2025Q3: 390,156 shares; 2025Q4: 395,960 shares; 2026Q1: 327,290 shares; 2026Q2: 381,851 shares 381,851 $18.4M 0.03% +54,561 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,948 shares; 2024Q4: 12,486 shares; 2025Q1: 15,953 shares; 2025Q2: 16,804 shares; 2025Q3: 17,302 shares; 2025Q4: 14,916 shares; 2026Q1: 20,235 shares; 2026Q2: 34,007 shares 34,007 $18.3M 0.03% +13,772 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,886 shares; 2024Q4: 220,966 shares; 2025Q1: 143,328 shares; 2025Q2: 205,107 shares; 2025Q3: 217,865 shares; 2025Q4: 238,919 shares; 2026Q1: 156,375 shares; 2026Q2: 173,886 shares 173,886 $18.3M 0.03% +17,511 Timeline INCM 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: 782,216 shares; 2024Q4: 956,616 shares; 2025Q1: 955,017 shares; 2025Q2: 500,873 shares; 2025Q3: 541,285 shares; 2025Q4: 718,490 shares; 2026Q1: 626,845 shares; 2026Q2: 625,441 shares 625,441 $18.2M 0.03% -1,404 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,177 shares; 2024Q4: 60,605 shares; 2025Q1: 61,218 shares; 2025Q2: 61,403 shares; 2025Q3: 71,851 shares; 2025Q4: 103,348 shares; 2026Q1: 102,953 shares; 2026Q2: 140,661 shares 140,661 $18.2M 0.03% +37,708 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549,317 shares; 2024Q4: 652,356 shares; 2025Q1: 550,254 shares; 2025Q2: 524,878 shares; 2025Q3: 580,162 shares; 2025Q4: 711,186 shares; 2026Q1: 442,986 shares; 2026Q2: 642,536 shares 642,536 $18.1M 0.03% +199,550 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,741 shares; 2024Q4: 154,342 shares; 2025Q1: 253,658 shares; 2025Q2: 336,918 shares; 2025Q3: 354,658 shares; 2025Q4: 381,458 shares; 2026Q1: 283,530 shares; 2026Q2: 283,885 shares 283,885 $18.1M 0.03% +355 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: 142,192 shares; 2024Q4: 157,196 shares; 2025Q1: 147,743 shares; 2025Q2: 150,385 shares; 2025Q3: 159,022 shares; 2025Q4: 202,474 shares; 2026Q1: 356,723 shares; 2026Q2: 399,944 shares 399,944 $18.1M 0.03% +43,221 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: 116,849 shares; 2024Q4: 121,782 shares; 2025Q1: 124,352 shares; 2025Q2: 141,579 shares; 2025Q3: 169,917 shares; 2025Q4: 129,680 shares; 2026Q1: 106,626 shares; 2026Q2: 138,233 shares 138,233 $18.1M 0.03% +31,607 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: 154,775 shares; 2024Q4: 225,702 shares; 2025Q1: 230,468 shares; 2025Q2: 226,210 shares; 2025Q3: 228,996 shares; 2025Q4: 497,537 shares; 2026Q1: 332,681 shares; 2026Q2: 331,212 shares 331,212 $18M 0.03% -1,469 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,443 shares; 2024Q4: 256,513 shares; 2025Q1: 252,193 shares; 2025Q2: 251,710 shares; 2025Q3: 209,282 shares; 2025Q4: 168,205 shares; 2026Q1: 112,951 shares; 2026Q2: 64,260 shares 64,260 $18M 0.03% -48,691 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,803 shares; 2024Q4: 203,283 shares; 2025Q1: 175,923 shares; 2025Q2: 205,136 shares; 2025Q3: 214,118 shares; 2025Q4: 248,350 shares; 2026Q1: 354,854 shares; 2026Q2: 376,717 shares 376,717 $17.8M 0.03% +21,863 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,346 shares; 2024Q4: 210,030 shares; 2025Q1: 245,016 shares; 2025Q2: 278,401 shares; 2025Q3: 296,340 shares; 2025Q4: 293,171 shares; 2026Q1: 174,547 shares; 2026Q2: 154,525 shares 154,525 $17.8M 0.03% -20,022 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: 10,030 shares; 2024Q4: 26,617 shares; 2025Q1: 31,604 shares; 2025Q2: 45,355 shares; 2025Q3: 60,794 shares; 2025Q4: 71,273 shares; 2026Q1: 60,855 shares; 2026Q2: 69,520 shares 69,520 $17.8M 0.03% +8,665 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: 49,345 shares; 2024Q4: 57,701 shares; 2025Q1: 89,378 shares; 2025Q2: 84,057 shares; 2025Q3: 66,372 shares; 2025Q4: 91,667 shares; 2026Q1: 65,750 shares; 2026Q2: 79,939 shares 79,939 $17.7M 0.03% +14,189 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: 140,039 shares; 2024Q4: 138,255 shares; 2025Q1: 136,807 shares; 2025Q2: 136,023 shares; 2025Q3: 144,182 shares; 2025Q4: 152,279 shares; 2026Q1: 94,900 shares; 2026Q2: 168,723 shares 168,723 $17.6M 0.03% +73,823 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,090 shares; 2024Q4: 465,151 shares; 2025Q1: 389,417 shares; 2025Q2: 407,632 shares; 2025Q3: 387,382 shares; 2025Q4: 396,997 shares; 2026Q1: 302,773 shares; 2026Q2: 269,115 shares 269,115 $17.6M 0.03% -33,658 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,597 shares; 2024Q4: 5,565 shares; 2025Q1: 6,230 shares; 2025Q2: 6,740 shares; 2025Q3: 23,476 shares; 2025Q4: 28,071 shares; 2026Q1: 55,172 shares; 2026Q2: 145,054 shares 145,054 $17.5M 0.03% +89,882 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,056 shares; 2024Q4: 389,071 shares; 2025Q1: 436,040 shares; 2025Q2: 430,606 shares; 2025Q3: 415,407 shares; 2025Q4: 409,706 shares; 2026Q1: 323,915 shares; 2026Q2: 292,458 shares 292,458 $17.5M 0.03% -31,457 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: 240,944 shares; 2024Q4: 340,236 shares; 2025Q1: 352,656 shares; 2025Q2: 374,435 shares; 2025Q3: 368,057 shares; 2025Q4: 391,135 shares; 2026Q1: 327,673 shares; 2026Q2: 363,271 shares 363,271 $17.5M 0.03% +35,598 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: 235,386 shares; 2024Q4: 214,112 shares; 2025Q1: 226,878 shares; 2025Q2: 246,903 shares; 2025Q3: 238,303 shares; 2025Q4: 225,867 shares; 2026Q1: 180,449 shares; 2026Q2: 216,268 shares 216,268 $17.4M 0.03% +35,819 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,101 shares; 2024Q4: 52,639 shares; 2025Q1: 47,426 shares; 2025Q2: 64,544 shares; 2025Q3: 100,388 shares; 2025Q4: 101,872 shares; 2026Q1: 146,419 shares; 2026Q2: 255,794 shares 255,794 $17.4M 0.03% +109,375 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: 718,823 shares; 2024Q4: 764,632 shares; 2025Q1: 941,444 shares; 2025Q2: 1,024,606 shares; 2025Q3: 1,124,192 shares; 2025Q4: 1,091,436 shares; 2026Q1: 817,514 shares; 2026Q2: 877,656 shares 877,656 $17.3M 0.03% +60,142 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,775 shares; 2024Q4: 173,522 shares; 2025Q1: 179,461 shares; 2025Q2: 166,562 shares; 2025Q3: 165,875 shares; 2025Q4: 165,492 shares; 2026Q1: 168,688 shares; 2026Q2: 164,364 shares 164,364 $17.2M 0.03% -4,324 Timeline GBIL 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: 63,231 shares; 2024Q4: 83,279 shares; 2025Q1: 85,090 shares; 2025Q2: 85,385 shares; 2025Q3: 95,877 shares; 2025Q4: 100,929 shares; 2026Q1: 78,791 shares; 2026Q2: 171,413 shares 171,413 $17.1M 0.03% +92,622 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: 28 shares; 2024Q4: 30 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 66 shares; 2026Q1: 33 shares; 2026Q2: 27 shares 27 $17M 0.03% -6 Timeline PIZ 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: 635,848 shares; 2024Q4: 712,320 shares; 2025Q1: 577,452 shares; 2025Q2: 563,947 shares; 2025Q3: 547,941 shares; 2025Q4: 537,373 shares; 2026Q1: 317,195 shares; 2026Q2: 313,971 shares 313,971 $17M 0.03% -3,224 Timeline MGC 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: 39,914 shares; 2024Q4: 38,838 shares; 2025Q1: 79,888 shares; 2025Q2: 88,581 shares; 2025Q3: 90,398 shares; 2025Q4: 92,420 shares; 2026Q1: 60,470 shares; 2026Q2: 61,076 shares 61,076 $16.9M 0.03% +606 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: 693,685 shares; 2024Q4: 892,248 shares; 2025Q1: 1,149,292 shares; 2025Q2: 1,057,990 shares; 2025Q3: 916,230 shares; 2025Q4: 867,769 shares; 2026Q1: 895,264 shares; 2026Q2: 820,897 shares 820,897 $16.9M 0.03% -74,367 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: 117,442 shares 117,442 $16.8M 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,101 shares; 2024Q4: 315,936 shares; 2025Q1: 402,967 shares; 2025Q2: 440,815 shares; 2025Q3: 440,248 shares; 2025Q4: 416,911 shares; 2026Q1: 220,894 shares; 2026Q2: 223,075 shares 223,075 $16.7M 0.03% +2,181 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,467 shares; 2024Q4: 217,729 shares; 2025Q1: 171,376 shares; 2025Q2: 187,146 shares; 2025Q3: 214,697 shares; 2025Q4: 263,466 shares; 2026Q1: 330,981 shares; 2026Q2: 490,177 shares 490,177 $16.7M 0.03% +159,196 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,643 shares; 2024Q4: 51,333 shares; 2025Q1: 103,551 shares; 2025Q2: 141,029 shares; 2025Q3: 191,398 shares; 2025Q4: 86,438 shares; 2026Q1: 109,862 shares; 2026Q2: 96,143 shares 96,143 $16.7M 0.03% -13,719 Timeline CGSD 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: 115,875 shares; 2024Q4: 305,828 shares; 2025Q1: 466,899 shares; 2025Q2: 640,707 shares; 2025Q3: 749,658 shares; 2025Q4: 828,597 shares; 2026Q1: 588,870 shares; 2026Q2: 646,055 shares 646,055 $16.6M 0.03% +57,185 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,421 shares; 2024Q4: 173,070 shares; 2025Q1: 223,438 shares; 2025Q2: 190,653 shares; 2025Q3: 335,522 shares; 2025Q4: 424,838 shares; 2026Q1: 225,281 shares; 2026Q2: 112,489 shares 112,489 $16.5M 0.03% -112,792 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: 353,223 shares; 2024Q4: 402,471 shares; 2025Q1: 456,449 shares; 2025Q2: 434,489 shares; 2025Q3: 425,896 shares; 2025Q4: 433,295 shares; 2026Q1: 146,024 shares; 2026Q2: 163,013 shares 163,013 $16.4M 0.03% +16,989 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,832 shares; 2024Q4: 104,847 shares; 2025Q1: 160,855 shares; 2025Q2: 187,685 shares; 2025Q3: 196,331 shares; 2025Q4: 207,392 shares; 2026Q1: 90,652 shares; 2026Q2: 104,966 shares 104,966 $16.3M 0.03% +14,314 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,533 shares; 2024Q4: 47,884 shares; 2025Q1: 79,735 shares; 2025Q2: 82,835 shares; 2025Q3: 106,789 shares; 2025Q4: 127,777 shares; 2026Q1: 146,306 shares; 2026Q2: 151,505 shares 151,505 $16.3M 0.03% +5,199 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,409 shares; 2024Q4: 287,437 shares; 2025Q1: 285,872 shares; 2025Q2: 322,275 shares; 2025Q3: 312,868 shares; 2025Q4: 252,663 shares; 2026Q1: 216,420 shares; 2026Q2: 132,532 shares 132,532 $16.2M 0.03% -83,888 Timeline