IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,062,858 shares 5,062,858 $3.92B 5.85% +271,405 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,085,219 shares 7,085,219 $2.24B 3.34% +691,647 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; 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; 2026Q3: 73,099,748 shares 73,099,748 $1.8B 2.68% +23,374,765 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,327,826 shares 8,327,826 $1.65B 2.47% +1,026,833 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,157,174 shares 3,157,174 $1.51B 2.26% +454,388 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,080,463 shares 14,080,463 $1.33B 1.98% -2,522,012 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; 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; 2026Q3: 15,967,792 shares 15,967,792 $937M 1.4% +1,367,382 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; 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; 2026Q3: 17,513,402 shares 17,513,402 $921M 1.37% +1,104,260 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; 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; 2026Q3: 9,886,267 shares 9,886,267 $912M 1.36% +659,861 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; 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; 2026Q3: 3,888,179 shares 3,888,179 $908M 1.35% +523,718 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; 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; 2026Q3: 8,545,387 shares 8,545,387 $877M 1.31% +594,389 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,727,909 shares 2,727,909 $853M 1.27% +427,684 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; 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; 2026Q3: 10,026,352 shares 10,026,352 $843M 1.26% +340,977 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,373,925 shares 14,373,925 $744M 1.11% +945,532 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,443,754 shares 29,443,754 $643M 0.96% +3,584,941 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; 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; 2026Q3: 570,291 shares 570,291 $565M 0.84% -53,642 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; 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; 2026Q3: 6,273,230 shares 6,273,230 $535M 0.8% +324,454 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; 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; 2026Q3: 5,989,042 shares 5,989,042 $530M 0.79% +619,847 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; 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; 2026Q3: 773,009 shares 773,009 $511M 0.76% +398,806 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,976,002 shares 4,976,002 $496M 0.74% +273,329 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; 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; 2026Q3: 644,947 shares 644,947 $473M 0.71% +52,505 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,984,044 shares 1,984,044 $464M 0.69% +150,231 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; 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; 2026Q3: 648,401 shares 648,401 $458M 0.68% +75,316 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; 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; 2026Q3: 1,475,780 shares 1,475,780 $437M 0.65% +140,544 Timeline BGFI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,565,666 shares 17,565,666 $433M 0.65% new 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; 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; 2026Q3: 798,546 shares 798,546 $398M 0.59% +75,433 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,598,369 shares 1,598,369 $387M 0.58% +216,230 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,141,608 shares 1,141,608 $361M 0.54% +130,518 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,195,339 shares 2,195,339 $349M 0.52% new 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; 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; 2026Q3: 11,380,196 shares 11,380,196 $347M 0.52% +148,773 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; 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; 2026Q3: 6,915,865 shares 6,915,865 $344M 0.51% -2,845,995 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; 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; 2026Q3: 1,444,405 shares 1,444,405 $341M 0.51% +98,313 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; 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; 2026Q3: 466,199 shares 466,199 $341M 0.51% +35,018 Timeline ABI VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,608,492 shares 13,608,492 $333M 0.5% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,268,652 shares 3,268,652 $298M 0.44% +294,302 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 184,099 shares 184,099 $290M 0.43% +99,252 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; 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; 2026Q3: 1,313,968 shares 1,313,968 $288M 0.43% -132,959 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,733,316 shares 2,733,316 $286M 0.43% +369,811 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; 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; 2026Q3: 771,709 shares 771,709 $279M 0.42% +44,544 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; 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; 2026Q3: 862,863 shares 862,863 $264M 0.39% +3,768 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 803,050 shares 803,050 $256M 0.38% +154,094 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,335,052 shares 1,335,052 $250M 0.37% +204,040 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 715,209 shares 715,209 $242M 0.36% +103,948 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; 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; 2026Q3: 1,778,501 shares 1,778,501 $232M 0.35% +152,970 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; 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; 2026Q3: 1,611,264 shares 1,611,264 $223M 0.33% +199,274 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,200,596 shares 2,200,596 $221M 0.33% +530,507 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; 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; 2026Q3: 204,606 shares 204,606 $218M 0.33% +20,904 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; 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; 2026Q3: 1,997,070 shares 1,997,070 $217M 0.32% +75,452 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,037,353 shares 2,037,353 $195M 0.29% +44,341 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; 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; 2026Q3: 3,751,722 shares 3,751,722 $189M 0.28% -132,177 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 487,501 shares 487,501 $188M 0.28% +356,394 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; 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; 2026Q3: 1,421,037 shares 1,421,037 $188M 0.28% +232,294 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 588,631 shares 588,631 $187M 0.28% -18,991 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; 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; 2026Q3: 2,670,322 shares 2,670,322 $186M 0.28% +311,887 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; 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; 2026Q3: 2,248,370 shares 2,248,370 $186M 0.28% +83,474 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; 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; 2026Q3: 2,906,865 shares 2,906,865 $181M 0.27% +75,555 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 763,184 shares 763,184 $180M 0.27% +186,641 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; 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; 2026Q3: 5,341,071 shares 5,341,071 $176M 0.26% +533,637 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; 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; 2026Q3: 2,007,817 shares 2,007,817 $172M 0.26% -610,805 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,247,035 shares 1,247,035 $170M 0.25% -384,406 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; 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; 2026Q3: 893,850 shares 893,850 $169M 0.25% +601,204 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; 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; 2026Q3: 440,014 shares 440,014 $168M 0.25% +208,803 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; 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; 2026Q3: 3,634,909 shares 3,634,909 $164M 0.24% +463,209 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,296,214 shares 1,296,214 $163M 0.24% +47,695 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; 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; 2026Q3: 377,818 shares 377,818 $163M 0.24% +44,076 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 388,761 shares 388,761 $160M 0.24% +8,784 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; 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; 2026Q3: 159,694 shares 159,694 $154M 0.23% +6,183 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 425,548 shares 425,548 $152M 0.23% +58,723 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; 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; 2026Q3: 5,615,934 shares 5,615,934 $152M 0.23% +76,993 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; 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; 2026Q3: 428,641 shares 428,641 $150M 0.22% +213,852 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,086,559 shares 2,086,559 $144M 0.22% +42,159 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; 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; 2026Q3: 339,177 shares 339,177 $143M 0.21% +24,362 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; 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; 2026Q3: 717,954 shares 717,954 $141M 0.21% +52,142 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; 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; 2026Q3: 2,834,785 shares 2,834,785 $140M 0.21% +221,267 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 336,769 shares 336,769 $140M 0.21% +755 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; 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; 2026Q3: 1,506,425 shares 1,506,425 $139M 0.21% +450,903 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,456,019 shares 1,456,019 $137M 0.2% +291,960 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; 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; 2026Q3: 1,964,855 shares 1,964,855 $137M 0.2% +96,483 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; 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; 2026Q3: 375,046 shares 375,046 $136M 0.2% +47,365 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; 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; 2026Q3: 3,585,186 shares 3,585,186 $136M 0.2% +209,884 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; 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; 2026Q3: 1,140,917 shares 1,140,917 $135M 0.2% -242,695 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; 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; 2026Q3: 490,081 shares 490,081 $135M 0.2% -496,760 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; 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; 2026Q3: 1,436,148 shares 1,436,148 $134M 0.2% +5,196 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; 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; 2026Q3: 494,634 shares 494,634 $131M 0.2% +52,524 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,088,904 shares 1,088,904 $129M 0.19% +28,531 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 423,841 shares 423,841 $127M 0.19% +5,057 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,584,397 shares 1,584,397 $127M 0.19% +82,382 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 846,709 shares 846,709 $127M 0.19% -7,954 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 498,898 shares 498,898 $126M 0.19% +4,727 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; 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; 2026Q3: 3,982,014 shares 3,982,014 $125M 0.19% +442,847 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; 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; 2026Q3: 3,681,499 shares 3,681,499 $124M 0.19% -46,057 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; 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; 2026Q3: 432,308 shares 432,308 $120M 0.18% +90,611 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; 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; 2026Q3: 2,959,026 shares 2,959,026 $120M 0.18% +66,730 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,090,591 shares 1,090,591 $120M 0.18% -21,178 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; 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; 2026Q3: 1,401,571 shares 1,401,571 $120M 0.18% +180,742 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; 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; 2026Q3: 3,438,314 shares 3,438,314 $119M 0.18% +122,434 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; 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; 2026Q3: 3,040,370 shares 3,040,370 $118M 0.18% -675,002 Timeline BRIF FIS TR More: the full row for FIS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,663,455 shares; 2026Q3: 3,091,014 shares 3,091,014 $117M 0.18% +427,559 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 203,716 shares 203,716 $117M 0.17% +21,642 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; 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; 2026Q3: 2,597,642 shares 2,597,642 $116M 0.17% +1,093,890 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 252,330 shares 252,330 $116M 0.17% +17,833 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; 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; 2026Q3: 1,258,328 shares 1,258,328 $113M 0.17% +13,164 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; 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; 2026Q3: 1,983,611 shares 1,983,611 $113M 0.17% +34,681 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 780,503 shares 780,503 $111M 0.17% +41,475 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,242,810 shares 1,242,810 $111M 0.17% +169,971 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 669,294 shares 669,294 $111M 0.17% +96,619 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 732,899 shares 732,899 $111M 0.16% +2,817 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; 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; 2026Q3: 1,982,111 shares 1,982,111 $110M 0.16% +128,742 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; 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; 2026Q3: 954,512 shares 954,512 $110M 0.16% +288,764 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 762,433 shares 762,433 $110M 0.16% +114,783 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; 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; 2026Q3: 1,476,373 shares 1,476,373 $109M 0.16% +85,034 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 340,323 shares 340,323 $109M 0.16% -123,897 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,132,122 shares 4,132,122 $107M 0.16% +973,547 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; 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; 2026Q3: 4,479,076 shares 4,479,076 $107M 0.16% +383,817 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; 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; 2026Q3: 2,055,817 shares 2,055,817 $104M 0.16% +291,122 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; 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; 2026Q3: 1,663,988 shares 1,663,988 $104M 0.15% -335,148 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; 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; 2026Q3: 4,033,589 shares 4,033,589 $102M 0.15% +1,712,040 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; 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; 2026Q3: 677,293 shares 677,293 $102M 0.15% +248,051 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 109,803 shares 109,803 $101M 0.15% +2,146 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; 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; 2026Q3: 2,020,932 shares 2,020,932 $101M 0.15% +1,187,689 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; 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; 2026Q3: 2,124,736 shares 2,124,736 $101M 0.15% -504,869 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; 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; 2026Q3: 406,622 shares 406,622 $99.8M 0.15% +29,748 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; 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; 2026Q3: 358,423 shares 358,423 $99.5M 0.15% +19,025 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; 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; 2026Q3: 524,808 shares 524,808 $99.3M 0.15% +31,977 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; 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; 2026Q3: 515,421 shares 515,421 $99.1M 0.15% +56,106 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,155 shares; 2025Q1: 115,461 shares; 2025Q2: 293,751 shares; 2025Q3: 179,967 shares; 2025Q4: 177,964 shares; 2026Q1: 166,303 shares; 2026Q2: 98,678 shares; 2026Q3: 444,323 shares 444,323 $98.9M 0.15% +345,645 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; 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; 2026Q3: 2,062,246 shares 2,062,246 $98.7M 0.15% +617,418 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; 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; 2026Q3: 232,837 shares 232,837 $98.3M 0.15% +94,851 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 439,548 shares 439,548 $97.5M 0.15% +70,241 Timeline GMUB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,995,871 shares 1,995,871 $97.2M 0.15% new 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; 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; 2026Q3: 3,496,136 shares 3,496,136 $97.1M 0.14% +396,925 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; 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; 2026Q3: 457,715 shares 457,715 $97M 0.14% +72,915 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; 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; 2026Q3: 1,748,128 shares 1,748,128 $96.6M 0.14% +297,154 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; 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; 2026Q3: 136,595 shares 136,595 $95.5M 0.14% +19,590 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 407,788 shares 407,788 $95.1M 0.14% +107,869 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 988,090 shares 988,090 $94M 0.14% +263,884 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; 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; 2026Q3: 1,119,789 shares 1,119,789 $93M 0.14% +77,978 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; 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; 2026Q3: 207,953 shares 207,953 $92.6M 0.14% -89,419 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; 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; 2026Q3: 2,816,617 shares 2,816,617 $92M 0.14% +27,816 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,825,566 shares 1,825,566 $91.8M 0.14% -121,893 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; 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; 2026Q3: 1,851,571 shares 1,851,571 $91.2M 0.14% +466,899 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 824,753 shares 824,753 $90.3M 0.13% +609,406 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; 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; 2026Q3: 235,463 shares 235,463 $90.3M 0.13% +15,027 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 998,361 shares 998,361 $90.1M 0.13% new 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; 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; 2026Q3: 397,402 shares 397,402 $89.4M 0.13% +18,191 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; 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; 2026Q3: 375,746 shares 375,746 $87.9M 0.13% +58,293 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; 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; 2026Q3: 1,804,052 shares 1,804,052 $87.2M 0.13% -156,247 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; 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; 2026Q3: 1,321,133 shares 1,321,133 $86.8M 0.13% +143,018 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; 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; 2026Q3: 2,331,297 shares 2,331,297 $86.4M 0.13% +735,977 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; 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; 2026Q3: 1,832,617 shares 1,832,617 $85.9M 0.13% +71,439 Timeline VCRM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,444 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,190,295 shares 1,190,295 $84.8M 0.13% new 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; 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; 2026Q3: 346,326 shares 346,326 $84.7M 0.13% -354,185 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; 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; 2026Q3: 961,845 shares 961,845 $84.7M 0.13% +24,553 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,062,502 shares 1,062,502 $84M 0.13% +141,041 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; 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; 2026Q3: 2,406,318 shares 2,406,318 $82.6M 0.12% +245,502 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; 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; 2026Q3: 1,599,541 shares 1,599,541 $81M 0.12% +185,368 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; 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; 2026Q3: 413,361 shares 413,361 $80.8M 0.12% +47,723 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 791,222 shares 791,222 $80.5M 0.12% +81,029 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; 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; 2026Q3: 64,264 shares 64,264 $79.7M 0.12% +48,643 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; 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; 2026Q3: 386,293 shares 386,293 $79.1M 0.12% -178,772 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; 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; 2026Q3: 3,329,160 shares 3,329,160 $79M 0.12% +279,629 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,610,876 shares 1,610,876 $79M 0.12% +557,193 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; 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; 2026Q3: 1,012,086 shares 1,012,086 $78.9M 0.12% +560,689 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; 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; 2026Q3: 3,268,981 shares 3,268,981 $78.6M 0.12% -2,185,867 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; 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; 2026Q3: 867,094 shares 867,094 $77.4M 0.12% +140,554 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; 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; 2026Q3: 2,673,929 shares 2,673,929 $77.1M 0.12% +173,721 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; 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; 2026Q3: 273,265 shares 273,265 $76M 0.11% +11,848 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 745,528 shares 745,528 $75.5M 0.11% +50,588 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; 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; 2026Q3: 261,454 shares 261,454 $75.2M 0.11% +13,861 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; 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; 2026Q3: 270,923 shares 270,923 $74.7M 0.11% +76,286 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; 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; 2026Q3: 621,231 shares 621,231 $74.6M 0.11% +154,331 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; 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; 2026Q3: 254,966 shares 254,966 $73.9M 0.11% +11,007 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 733,107 shares 733,107 $73.9M 0.11% +80,297 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; 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; 2026Q3: 1,574,269 shares 1,574,269 $72.8M 0.11% -90,440 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; 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; 2026Q3: 1,992,691 shares 1,992,691 $72.6M 0.11% +100,351 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,670 shares; 2025Q1: 8,216 shares; 2025Q2: 9,372 shares; 2025Q3: 9,045 shares; 2025Q4: 7,840 shares; 2026Q1: 10,016 shares; 2026Q2: 11,819 shares; 2026Q3: 71,305 shares 71,305 $72.6M 0.11% +59,486 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; 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; 2026Q3: 1,125,083 shares 1,125,083 $72.6M 0.11% -245,201 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; 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; 2026Q3: 760,217 shares 760,217 $72M 0.11% +27,464 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 724,340 shares 724,340 $71.5M 0.11% -3,125 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,149,807 shares 1,149,807 $71.4M 0.11% +203,852 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 435,986 shares 435,986 $70.7M 0.11% +43,057 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 935,238 shares 935,238 $70.6M 0.11% +475,497 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; 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; 2026Q3: 1,005,583 shares 1,005,583 $69.9M 0.1% -4,438 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; 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; 2026Q3: 7,174,509 shares 7,174,509 $69.7M 0.1% +461,865 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; 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; 2026Q3: 614,272 shares 614,272 $68.3M 0.1% +53,746 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; 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; 2026Q3: 183,155 shares 183,155 $67.8M 0.1% +12,396 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; 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; 2026Q3: 523,461 shares 523,461 $67.5M 0.1% +52,093 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,512,432 shares 1,512,432 $66.8M 0.1% +652,467 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; 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; 2026Q3: 1,693,634 shares 1,693,634 $66.5M 0.1% +247,772 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,308,920 shares 1,308,920 $66.1M 0.1% +95,648 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; 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; 2026Q3: 300,465 shares 300,465 $65.5M 0.1% +40,711 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; 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; 2026Q3: 174,342 shares 174,342 $64.7M 0.1% +57,299 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; 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; 2026Q3: 934,826 shares 934,826 $64.4M 0.1% -237,049 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; 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; 2026Q3: 877,832 shares 877,832 $64.1M 0.1% -136,737 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; 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; 2026Q3: 915,427 shares 915,427 $63.8M 0.1% +147,324 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; 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; 2026Q3: 1,847,291 shares 1,847,291 $63.4M 0.09% +20,161 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; 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; 2026Q3: 2,564,424 shares 2,564,424 $62.5M 0.09% -72,319 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; 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; 2026Q3: 1,791,969 shares 1,791,969 $62.5M 0.09% +55,050 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; 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; 2026Q3: 1,141,339 shares 1,141,339 $62.2M 0.09% -27,407 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; 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; 2026Q3: 500,407 shares 500,407 $62M 0.09% +140,588 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; 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; 2026Q3: 417,884 shares 417,884 $61.6M 0.09% -22,378 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 559,150 shares 559,150 $60.9M 0.09% -3,881 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; 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; 2026Q3: 651,272 shares 651,272 $60.8M 0.09% +166,789 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; 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; 2026Q3: 287,712 shares 287,712 $60.6M 0.09% +102,112 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; 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; 2026Q3: 301,853 shares 301,853 $60.6M 0.09% +12,954 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,153,743 shares 1,153,743 $59.4M 0.09% +627,475 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 394,576 shares 394,576 $59.3M 0.09% +225,718 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; 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; 2026Q3: 374,233 shares 374,233 $59.2M 0.09% +21,076 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 599,483 shares 599,483 $59.1M 0.09% +77,215 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; 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; 2026Q3: 276,755 shares 276,755 $58.7M 0.09% -14,266 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; 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; 2026Q3: 847,024 shares 847,024 $58.3M 0.09% +20,058 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 433,031 shares 433,031 $58.2M 0.09% -68,784 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; 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; 2026Q3: 638,784 shares 638,784 $57.6M 0.09% -228,625 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; 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; 2026Q3: 1,155,919 shares 1,155,919 $56.8M 0.08% +2,151 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 250,753 shares 250,753 $56.7M 0.08% +7,008 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; 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; 2026Q3: 1,293,640 shares 1,293,640 $55.9M 0.08% +59,975 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 651,173 shares 651,173 $54.3M 0.08% +80,675 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; 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; 2026Q3: 2,168,475 shares 2,168,475 $54.3M 0.08% +249,123 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 200,060 shares 200,060 $54.3M 0.08% +41,840 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; 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; 2026Q3: 32,993 shares 32,993 $54.1M 0.08% +2,595 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 340,260 shares 340,260 $53.9M 0.08% +2,361 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 165,535 shares 165,535 $52.6M 0.08% +3,399 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; 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; 2026Q3: 1,269,738 shares 1,269,738 $52.6M 0.08% +47,999 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; 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; 2026Q3: 1,168,211 shares 1,168,211 $52.3M 0.08% -160,453 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 182,095 shares 182,095 $51.9M 0.08% +31,261 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 574,772 shares 574,772 $51.6M 0.08% -19,698 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,331,117 shares 1,331,117 $50.7M 0.08% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 319,887 shares 319,887 $50.7M 0.08% +21,929 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; 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; 2026Q3: 543,384 shares 543,384 $50.7M 0.08% +139,816 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 224,596 shares 224,596 $50.1M 0.07% +57,033 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; 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; 2026Q3: 2,267,776 shares 2,267,776 $50.1M 0.07% +96,631 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,705,612 shares 1,705,612 $50.1M 0.07% -264,347 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; 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; 2026Q3: 904,098 shares 904,098 $50.1M 0.07% +21,253 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; 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; 2026Q3: 620,817 shares 620,817 $49.9M 0.07% +26,238 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 410,462 shares 410,462 $49.8M 0.07% +6,189 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; 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; 2026Q3: 1,557,709 shares 1,557,709 $49.8M 0.07% +132,957 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; 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; 2026Q3: 349,016 shares 349,016 $49.7M 0.07% +38,109 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; 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; 2026Q3: 1,006,998 shares 1,006,998 $49.7M 0.07% +93,761 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,105,755 shares 6,105,755 $49.6M 0.07% new 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; 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; 2026Q3: 1,198,423 shares 1,198,423 $49.2M 0.07% +36,538 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; 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; 2026Q3: 349,841 shares 349,841 $49.1M 0.07% +110,291 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; 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; 2026Q3: 397,535 shares 397,535 $49M 0.07% +95,309 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 176,304 shares 176,304 $48.7M 0.07% +58,604 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; 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; 2026Q3: 1,363,677 shares 1,363,677 $48.6M 0.07% +51,941 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; 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; 2026Q3: 609,986 shares 609,986 $48.5M 0.07% +32,344 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; 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; 2026Q3: 135,777 shares 135,777 $48.2M 0.07% +2,619 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; 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; 2026Q3: 179,605 shares 179,605 $48.2M 0.07% +3,908 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,123,892 shares 1,123,892 $47.7M 0.07% new 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; 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; 2026Q3: 178,794 shares 178,794 $47.3M 0.07% +83,913 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 297,713 shares 297,713 $46.5M 0.07% +22,795 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,442 shares; 2026Q3: 293,508 shares 293,508 $46.4M 0.07% +176,066 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; 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; 2026Q3: 185,231 shares 185,231 $46.1M 0.07% +7,751 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 898,755 shares 898,755 $46.1M 0.07% +58,566 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 288,288 shares 288,288 $46.1M 0.07% +10,327 Timeline BRIB FIS TR More: the full row for FIS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,481,683 shares; 2026Q3: 1,893,797 shares 1,893,797 $45.9M 0.07% +412,114 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; 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; 2026Q3: 522,827 shares 522,827 $45.4M 0.07% +204,159 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; 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; 2026Q3: 345,158 shares 345,158 $45.4M 0.07% -106,602 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; 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; 2026Q3: 2,292,765 shares 2,292,765 $45.1M 0.07% -227,767 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; 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; 2026Q3: 103,062 shares 103,062 $45M 0.07% +12,212 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 486,084 shares 486,084 $44.8M 0.07% +187,741 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; 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; 2026Q3: 103,702 shares 103,702 $44.3M 0.07% -3,385 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; 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; 2026Q3: 622,252 shares 622,252 $44.2M 0.07% -3,906 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 392,932 shares 392,932 $44.1M 0.07% +1,375 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 106,628 shares 106,628 $44M 0.07% +5,874 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; 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; 2026Q3: 1,075,599 shares 1,075,599 $43.9M 0.07% +288,407 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; 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; 2026Q3: 93,202 shares 93,202 $43.8M 0.07% +8,963 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 565,899 shares 565,899 $43.5M 0.06% +154,461 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 174,760 shares 174,760 $43.3M 0.06% +9,427 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; 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; 2026Q3: 290,914 shares 290,914 $42.7M 0.06% +91,760 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 386,802 shares 386,802 $42.4M 0.06% +46,867 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; 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; 2026Q3: 560,206 shares 560,206 $42.3M 0.06% +83,689 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; 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; 2026Q3: 216,751 shares 216,751 $42.2M 0.06% +1,888 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; 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; 2026Q3: 871,944 shares 871,944 $42M 0.06% +933 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,334,975 shares 1,334,975 $41.1M 0.06% +180,583 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; 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; 2026Q3: 253,231 shares 253,231 $40.8M 0.06% +68,187 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; 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; 2026Q3: 495,488 shares 495,488 $40.6M 0.06% +67,143 Timeline VTEI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 5,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,844 shares; 2026Q3: 421,981 shares 421,981 $40.2M 0.06% +415,137 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,532 shares; 2025Q1: 47,322 shares; 2025Q2: 29,208 shares; 2025Q3: 29,283 shares; 2025Q4: 67,146 shares; 2026Q1: 22,596 shares; 2026Q2: 25,586 shares; 2026Q3: 114,463 shares 114,463 $40.1M 0.06% +88,877 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 211,135 shares 211,135 $40M 0.06% +18,704 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,731 shares; 2025Q1: 65,145 shares; 2025Q2: 28,787 shares; 2025Q3: 28,073 shares; 2025Q4: 80,319 shares; 2026Q1: 35,389 shares; 2026Q2: 43,929 shares; 2026Q3: 1,756,537 shares 1,756,537 $40M 0.06% +1,712,608 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; 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; 2026Q3: 271,028 shares 271,028 $40M 0.06% +1,131 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; 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; 2026Q3: 169,952 shares 169,952 $39.9M 0.06% -160,367 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; 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; 2026Q3: 797,506 shares 797,506 $39.9M 0.06% +61,211 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 178,568 shares 178,568 $39.8M 0.06% +16,634 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 112,067 shares 112,067 $39.6M 0.06% -9,906 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; 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; 2026Q3: 78,741 shares 78,741 $39.4M 0.06% +12,473 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 365,420 shares 365,420 $39.2M 0.06% +109,389 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,522,575 shares; 2026Q3: 1,880,745 shares 1,880,745 $39M 0.06% +358,170 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; 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; 2026Q3: 100,325 shares 100,325 $38.8M 0.06% +6,652 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 450,302 shares 450,302 $38.8M 0.06% +3,759 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; 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; 2026Q3: 358,001 shares 358,001 $38.7M 0.06% -245,835 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; 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; 2026Q3: 844,701 shares 844,701 $38.1M 0.06% +290,158 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; 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; 2026Q3: 541,045 shares 541,045 $37.9M 0.06% +200,364 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 372,246 shares 372,246 $37.9M 0.06% +185,768 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 275,070 shares; 2025Q1: 266,981 shares; 2025Q2: 282,024 shares; 2025Q3: 308,872 shares; 2025Q4: 319,935 shares; 2026Q1: 325,468 shares; 2026Q2: 377,423 shares; 2026Q3: 937,240 shares 937,240 $37.8M 0.06% +559,817 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; 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; 2026Q3: 78,559 shares 78,559 $37.8M 0.06% +5,334 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 484,194 shares 484,194 $37.8M 0.06% +71,542 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; 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; 2026Q3: 1,431,506 shares 1,431,506 $37.7M 0.06% +130,157 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; 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; 2026Q3: 919,037 shares 919,037 $37.6M 0.06% +48,323 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; 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; 2026Q3: 644,499 shares 644,499 $37.5M 0.06% +26,150 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; 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; 2026Q3: 518,944 shares 518,944 $37.2M 0.06% -236,752 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; 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; 2026Q3: 852,389 shares 852,389 $37.2M 0.06% +367,486 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; 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; 2026Q3: 368,690 shares 368,690 $37.1M 0.06% +30,466 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 55,868 shares 55,868 $37.1M 0.06% +5,494 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; 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; 2026Q3: 654,235 shares 654,235 $37.1M 0.06% +30,285 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; 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; 2026Q3: 832,530 shares 832,530 $37M 0.06% -7,806 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 219,270 shares 219,270 $36.9M 0.06% +14,112 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 335,335 shares 335,335 $36.8M 0.05% +46,177 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; 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; 2026Q3: 55,261 shares 55,261 $36.8M 0.05% +6,151 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; 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; 2026Q3: 319,858 shares 319,858 $36.8M 0.05% +37,041 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 488,836 shares 488,836 $36.7M 0.05% +54,122 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; 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; 2026Q3: 23,323 shares 23,323 $36.5M 0.05% -2,311 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,244,404 shares 1,244,404 $35.9M 0.05% +93,070 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 169,162 shares 169,162 $35.7M 0.05% -7,774 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 644,414 shares 644,414 $35.7M 0.05% +61,918 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; 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; 2026Q3: 529,381 shares 529,381 $35.6M 0.05% +45,727 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; 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; 2026Q3: 1,106,977 shares 1,106,977 $35.6M 0.05% -25,242 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; 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; 2026Q3: 1,323,900 shares 1,323,900 $35.5M 0.05% +328,776 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; 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; 2026Q3: 802,177 shares 802,177 $35.2M 0.05% +76,771 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; 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; 2026Q3: 820,263 shares 820,263 $34.8M 0.05% -343,059 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; 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; 2026Q3: 2,206,705 shares 2,206,705 $34.8M 0.05% +195,860 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; 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; 2026Q3: 120,606 shares 120,606 $34.6M 0.05% +28,296 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; 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; 2026Q3: 681,344 shares 681,344 $34.4M 0.05% +97,704 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,503 shares 60,503 $34.1M 0.05% +179 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 162,543 shares 162,543 $33.8M 0.05% +27,508 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; 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; 2026Q3: 331,675 shares 331,675 $33.8M 0.05% +116,419 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; 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; 2026Q3: 225,882 shares 225,882 $33.7M 0.05% +1,676 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; 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; 2026Q3: 629,154 shares 629,154 $33.7M 0.05% +7,712 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; 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; 2026Q3: 445,034 shares 445,034 $33.5M 0.05% -14,410 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 121,583 shares 121,583 $33.4M 0.05% -784 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; 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; 2026Q3: 111,905 shares 111,905 $33.3M 0.05% +24,077 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; 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; 2026Q3: 633,413 shares 633,413 $33.1M 0.05% +45,758 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; 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; 2026Q3: 715,250 shares 715,250 $33.1M 0.05% -292,739 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 154,432 shares 154,432 $33M 0.05% -4,713 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 488,073 shares 488,073 $32.9M 0.05% +28,487 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; 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; 2026Q3: 841,513 shares 841,513 $32.8M 0.05% +67,622 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; 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; 2026Q3: 1,480,102 shares 1,480,102 $32.7M 0.05% +618,058 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; 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; 2026Q3: 395,966 shares 395,966 $32.5M 0.05% +25,879 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; 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; 2026Q3: 669,201 shares 669,201 $32.5M 0.05% +81,418 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; 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; 2026Q3: 385,381 shares 385,381 $32.4M 0.05% +33,288 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,335,214 shares 2,335,214 $31.9M 0.05% +376,048 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; 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; 2026Q3: 285,086 shares 285,086 $31.9M 0.05% +31,733 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; 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; 2026Q3: 628,928 shares 628,928 $31.8M 0.05% +104,665 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; 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; 2026Q3: 655,531 shares 655,531 $31.7M 0.05% +156,996 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 50,364 shares 50,364 $31.6M 0.05% +7,093 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 177,212 shares 177,212 $31.5M 0.05% +16,164 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; 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; 2026Q3: 258,960 shares 258,960 $31.4M 0.05% +10,555 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; 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; 2026Q3: 837,306 shares 837,306 $31.3M 0.05% -270,156 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 748,917 shares; 2026Q2: 821,261 shares; 2026Q3: 646,426 shares 646,426 $31.3M 0.05% -174,835 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 98,458 shares 98,458 $31.2M 0.05% +1,196 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; 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; 2026Q3: 733,521 shares 733,521 $31.1M 0.05% +272,111 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; 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; 2026Q3: 1,462,511 shares 1,462,511 $31.1M 0.05% +23,362 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,073,108 shares 1,073,108 $31.1M 0.05% +35,201 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; 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; 2026Q3: 293,562 shares 293,562 $31M 0.05% -28,227 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 512,984 shares 512,984 $31M 0.05% +56,110 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; 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; 2026Q3: 235,964 shares 235,964 $30.9M 0.05% +776 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; 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; 2026Q3: 559,765 shares 559,765 $30.8M 0.05% +222,470 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; 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; 2026Q3: 801,898 shares 801,898 $30.6M 0.05% +44,235 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; 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; 2026Q3: 462,153 shares 462,153 $30.3M 0.05% +29,703 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; 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; 2026Q3: 115,237 shares 115,237 $30.2M 0.04% -61,668 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 291,135 shares 291,135 $30.2M 0.04% +35,072 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; 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; 2026Q3: 817,468 shares 817,468 $30M 0.04% +28,609 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164,857 shares; 2025Q1: 55,071 shares; 2025Q2: 262,037 shares; 2025Q3: 587,154 shares; 2025Q4: 219,149 shares; 2026Q1: 427,701 shares; 2026Q2: 341,825 shares; 2026Q3: 702,811 shares 702,811 $30M 0.04% +360,986 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; 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; 2026Q3: 139,466 shares 139,466 $29.8M 0.04% +5 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; 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; 2026Q3: 790,238 shares 790,238 $29.8M 0.04% +95,262 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; 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; 2026Q3: 185,478 shares 185,478 $29.8M 0.04% +55,479 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; 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; 2026Q3: 993,111 shares 993,111 $29.7M 0.04% +57,230 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,567 shares; 2025Q1: 21,407 shares; 2025Q2: 20,865 shares; 2025Q3: 25,872 shares; 2025Q4: 110,650 shares; 2026Q1: 64,797 shares; 2026Q2: 146,438 shares; 2026Q3: 161,267 shares 161,267 $29.7M 0.04% +14,829 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 248,595 shares 248,595 $29.6M 0.04% +51,780 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; 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; 2026Q3: 508,715 shares 508,715 $29.5M 0.04% -816 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; 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; 2026Q3: 64,892 shares 64,892 $29.4M 0.04% +20,018 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,054,634 shares; 2026Q3: 1,209,710 shares 1,209,710 $29.2M 0.04% +155,076 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 199,297 shares 199,297 $28.9M 0.04% +24,605 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 719,197 shares; 2026Q1: 523,382 shares; 2026Q2: 530,243 shares; 2026Q3: 533,774 shares 533,774 $28.8M 0.04% +3,531 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; 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; 2026Q3: 347,098 shares 347,098 $28.8M 0.04% +28,969 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; 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; 2026Q3: 160,292 shares 160,292 $28.6M 0.04% +55,326 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,859 shares; 2025Q1: 102,095 shares; 2025Q2: 100,209 shares; 2025Q3: 106,120 shares; 2025Q4: 102,538 shares; 2026Q1: 137,402 shares; 2026Q2: 157,333 shares; 2026Q3: 381,746 shares 381,746 $28.6M 0.04% +224,413 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 276,189 shares 276,189 $28.5M 0.04% +21,627 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; 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; 2026Q3: 158,662 shares 158,662 $28.4M 0.04% +3,879 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; 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; 2026Q3: 770,249 shares 770,249 $28.3M 0.04% +192,556 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; 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; 2026Q3: 202,025 shares 202,025 $28.2M 0.04% +37,493 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,888 shares; 2025Q1: 109,614 shares; 2025Q2: 103,869 shares; 2025Q3: 112,075 shares; 2025Q4: 88,560 shares; 2026Q1: 157,886 shares; 2026Q2: 220,235 shares; 2026Q3: 502,228 shares 502,228 $28.2M 0.04% +281,993 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; 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; 2026Q3: 457,982 shares 457,982 $28M 0.04% +33,224 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; 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; 2026Q3: 258,316 shares 258,316 $27.8M 0.04% +89,593 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 400,849 shares 400,849 $27.7M 0.04% +1,491 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; 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; 2026Q3: 601,694 shares 601,694 $27.6M 0.04% -4,598 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 201,167 shares 201,167 $27.5M 0.04% -195 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; 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; 2026Q3: 396,455 shares 396,455 $27.3M 0.04% +19,738 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; 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; 2026Q3: 135,604 shares 135,604 $27.3M 0.04% -6,955 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; 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; 2026Q3: 534,103 shares 534,103 $27.3M 0.04% +23,329 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 296,992 shares; 2025Q1: 274,659 shares; 2025Q2: 412,063 shares; 2025Q3: 386,302 shares; 2025Q4: 368,627 shares; 2026Q1: 135,948 shares; 2026Q2: 151,955 shares; 2026Q3: 529,145 shares 529,145 $27.1M 0.04% +377,190 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,373 shares; 2025Q1: 35,172 shares; 2025Q2: 15,729 shares; 2025Q3: 16,476 shares; 2025Q4: 20,461 shares; 2026Q1: 30,079 shares; 2026Q2: 28,634 shares; 2026Q3: 78,878 shares 78,878 $26.8M 0.04% +50,244 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 266,189 shares 266,189 $26.8M 0.04% +4,582 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; 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; 2026Q3: 78,400 shares 78,400 $26.7M 0.04% +431 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; 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; 2026Q3: 1,301,878 shares 1,301,878 $26.7M 0.04% -937,428 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 255,493 shares 255,493 $26.6M 0.04% +6,750 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; 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; 2026Q3: 54,539 shares 54,539 $26.6M 0.04% +8,362 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; 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; 2026Q3: 649,541 shares 649,541 $26.6M 0.04% +62,881 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162,357 shares; 2025Q1: 179,426 shares; 2025Q2: 177,618 shares; 2025Q3: 188,586 shares; 2025Q4: 199,339 shares; 2026Q1: 190,781 shares; 2026Q2: 163,367 shares; 2026Q3: 188,805 shares 188,805 $26.4M 0.04% +25,438 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818,004 shares; 2025Q1: 780,738 shares; 2025Q2: 799,787 shares; 2025Q3: 776,225 shares; 2025Q4: 761,791 shares; 2026Q1: 313,738 shares; 2026Q2: 302,889 shares; 2026Q3: 523,152 shares 523,152 $26.4M 0.04% +220,263 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; 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; 2026Q3: 157,743 shares 157,743 $26.3M 0.04% +26,749 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,788 shares 113,788 $26.2M 0.04% +9,130 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; 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; 2026Q3: 1,387,239 shares 1,387,239 $26.1M 0.04% +134,446 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,839 shares; 2025Q1: 109,240 shares; 2025Q2: 168,738 shares; 2025Q3: 265,724 shares; 2025Q4: 198,907 shares; 2026Q1: 31,025 shares; 2026Q2: 89,507 shares; 2026Q3: 251,726 shares 251,726 $26.1M 0.04% +162,219 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 488,647 shares 488,647 $25.9M 0.04% +76 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 476,678 shares 476,678 $25.9M 0.04% +41,904 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; 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; 2026Q3: 253,598 shares 253,598 $25.9M 0.04% +3,731 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282,941 shares; 2025Q1: 307,790 shares; 2025Q2: 413,364 shares; 2025Q3: 489,266 shares; 2025Q4: 523,922 shares; 2026Q1: 218,150 shares; 2026Q2: 156,295 shares; 2026Q3: 429,924 shares 429,924 $25.8M 0.04% +273,629 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; 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; 2026Q3: 304,312 shares 304,312 $25.7M 0.04% +21,862 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; 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; 2026Q3: 327,900 shares 327,900 $25.7M 0.04% +19,353 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,849 shares; 2026Q2: 289,383 shares; 2026Q3: 710,086 shares 710,086 $25.5M 0.04% +420,703 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 91,748 shares 91,748 $25.5M 0.04% +2,651 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 51,091 shares 51,091 $25.4M 0.04% +6,737 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,242 shares; 2025Q1: 91,470 shares; 2025Q2: 75,656 shares; 2025Q3: 74,968 shares; 2025Q4: 63,090 shares; 2026Q1: 55,186 shares; 2026Q2: 61,812 shares; 2026Q3: 164,425 shares 164,425 $25.2M 0.04% +102,613 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 236,316 shares 236,316 $25.1M 0.04% +84,811 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,447 shares; 2025Q1: 159,741 shares; 2025Q2: 228,305 shares; 2025Q3: 318,724 shares; 2025Q4: 451,831 shares; 2026Q1: 320,720 shares; 2026Q2: 140,169 shares; 2026Q3: 792,107 shares 792,107 $25.1M 0.04% +651,938 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,701 shares; 2025Q1: 74,702 shares; 2025Q2: 78,059 shares; 2025Q3: 76,707 shares; 2025Q4: 83,514 shares; 2026Q1: 77,670 shares; 2026Q2: 79,496 shares; 2026Q3: 152,867 shares 152,867 $25M 0.04% +73,371 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; 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; 2026Q3: 1,343,817 shares 1,343,817 $24.9M 0.04% -216,658 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 102,333 shares 102,333 $24.9M 0.04% -5,457 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 868,199 shares 868,199 $24.8M 0.04% +60,494 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372,262 shares; 2025Q1: 379,925 shares; 2025Q2: 371,285 shares; 2025Q3: 214,916 shares; 2025Q4: 216,645 shares; 2026Q1: 175,742 shares; 2026Q2: 141,614 shares; 2026Q3: 288,912 shares 288,912 $24.7M 0.04% +147,298 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; 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; 2026Q3: 33,376 shares 33,376 $24.6M 0.04% +1,846 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; 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; 2026Q3: 243,911 shares 243,911 $24.6M 0.04% +89,386 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155,212 shares; 2026Q3: 159,936 shares 159,936 $24.4M 0.04% +4,724 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; 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; 2026Q3: 262,580 shares 262,580 $24.4M 0.04% +15,092 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 258,345 shares 258,345 $24.3M 0.04% +4,736 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 90,624 shares 90,624 $24.2M 0.04% -2,352 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; 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; 2026Q3: 192,900 shares 192,900 $24.2M 0.04% -3,934 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; 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; 2026Q3: 388,863 shares 388,863 $23.9M 0.04% -3,390 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; 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; 2026Q3: 391,598 shares 391,598 $23.9M 0.04% +32,938 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 849,891 shares 849,891 $23.7M 0.04% -24,632 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; 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; 2026Q3: 366,670 shares 366,670 $23.6M 0.04% +35,458 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; 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; 2026Q3: 465,545 shares 465,545 $23.6M 0.04% +10,292 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; 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; 2026Q3: 936,462 shares 936,462 $23.5M 0.04% -39,775 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 550,777 shares 550,777 $23.2M 0.03% +8,094 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 157,254 shares 157,254 $23.2M 0.03% -2,834 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; 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; 2026Q3: 89,710 shares 89,710 $23.1M 0.03% +9,771 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; 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; 2026Q3: 65,798 shares 65,798 $23M 0.03% +3,493 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; 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; 2026Q3: 905,411 shares 905,411 $22.9M 0.03% +259,356 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; 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; 2026Q3: 73,202 shares 73,202 $22.9M 0.03% +11,090 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; 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; 2026Q3: 313,509 shares 313,509 $22.8M 0.03% -88,111 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; 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; 2026Q3: 459,845 shares 459,845 $22.7M 0.03% -35,660 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; 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; 2026Q3: 428,374 shares 428,374 $22.6M 0.03% +5,948 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; 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; 2026Q3: 64,160 shares 64,160 $22.6M 0.03% +7,467 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; 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; 2026Q3: 70,915 shares 70,915 $22.4M 0.03% +25,026 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; 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; 2026Q3: 121,724 shares 121,724 $22.4M 0.03% +12,187 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; 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; 2026Q3: 372,660 shares 372,660 $22.3M 0.03% +31,683 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,680 shares; 2025Q1: 4,555 shares; 2025Q2: 8,733 shares; 2025Q3: 21,076 shares; 2025Q4: 12,381 shares; 2026Q1: 14,483 shares; 2026Q2: 17,406 shares; 2026Q3: 62,295 shares 62,295 $21.9M 0.03% +44,889 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; 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; 2026Q3: 454,299 shares 454,299 $21.8M 0.03% +38,621 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,745 shares; 2025Q1: 62,690 shares; 2025Q2: 58,140 shares; 2025Q3: 52,455 shares; 2025Q4: 22,966 shares; 2026Q1: 15,459 shares; 2026Q2: 16,880 shares; 2026Q3: 93,906 shares 93,906 $21.7M 0.03% +77,026 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 157,626 shares 157,626 $21.7M 0.03% +9,089 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; 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; 2026Q3: 282,158 shares 282,158 $21.5M 0.03% +16,999 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; 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; 2026Q3: 347,137 shares 347,137 $21.4M 0.03% +89,987 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; 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; 2026Q3: 160,550 shares 160,550 $21.3M 0.03% -56,246 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,652 shares; 2025Q1: 32,268 shares; 2025Q2: 36,045 shares; 2025Q3: 37,253 shares; 2025Q4: 36,872 shares; 2026Q1: 34,396 shares; 2026Q2: 55,509 shares; 2026Q3: 66,590 shares 66,590 $21.3M 0.03% +11,081 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; 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; 2026Q3: 211,856 shares 211,856 $21.3M 0.03% +48,843 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 478,785 shares 478,785 $21.2M 0.03% -65,863 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,498 shares; 2025Q1: 45,843 shares; 2025Q2: 48,859 shares; 2025Q3: 51,304 shares; 2025Q4: 54,354 shares; 2026Q1: 40,500 shares; 2026Q2: 42,485 shares; 2026Q3: 76,907 shares 76,907 $21.1M 0.03% +34,422 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; 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; 2026Q3: 278,822 shares 278,822 $21.1M 0.03% +6,447 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; 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; 2026Q3: 55,001 shares 55,001 $21M 0.03% +1,906 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; 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; 2026Q3: 107,715 shares 107,715 $20.8M 0.03% +6,995 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; 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; 2026Q3: 354,051 shares 354,051 $20.7M 0.03% -106,051 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,013,478 shares; 2025Q1: 993,540 shares; 2025Q2: 848,565 shares; 2025Q3: 944,912 shares; 2025Q4: 896,414 shares; 2026Q1: 528,565 shares; 2026Q2: 533,704 shares; 2026Q3: 869,531 shares 869,531 $20.7M 0.03% +335,827 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; 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; 2026Q3: 82,242 shares 82,242 $20.7M 0.03% +12,722 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 326,190 shares 326,190 $20.6M 0.03% +14,493 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,493 shares; 2025Q1: 19,346 shares; 2025Q2: 28,323 shares; 2025Q3: 36,411 shares; 2025Q4: 45,835 shares; 2026Q1: 51,147 shares; 2026Q2: 55,459 shares; 2026Q3: 57,984 shares 57,984 $20.6M 0.03% +2,525 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; 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; 2026Q3: 627,425 shares 627,425 $20.5M 0.03% -18,652 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; 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; 2026Q3: 472,319 shares 472,319 $20.5M 0.03% +72,375 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 333,598 shares 333,598 $20.4M 0.03% +77,804 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319,052 shares; 2025Q1: 140,270 shares; 2025Q2: 602,335 shares; 2025Q3: 623,372 shares; 2025Q4: 538,835 shares; 2026Q1: 79,167 shares; 2026Q2: 132,344 shares; 2026Q3: 434,530 shares 434,530 $20.4M 0.03% +302,186 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,752 shares; 2025Q1: 6,847 shares; 2025Q2: 7,293 shares; 2025Q3: 8,389 shares; 2025Q4: 14,171 shares; 2026Q1: 12,777 shares; 2026Q2: 49,610 shares; 2026Q3: 63,176 shares 63,176 $20.4M 0.03% +13,566 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; 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; 2026Q3: 279,689 shares 279,689 $20.4M 0.03% -1,008 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 98,998 shares 98,998 $20.3M 0.03% +9,181 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,979 shares; 2025Q1: 4,999 shares; 2025Q2: 5,494 shares; 2025Q3: 32,384 shares; 2025Q4: 126,787 shares; 2026Q1: 115,791 shares; 2026Q2: 248,109 shares; 2026Q3: 352,322 shares 352,322 $20M 0.03% +104,213 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; 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; 2026Q3: 426,103 shares 426,103 $20M 0.03% +44,252 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; 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; 2026Q3: 276,410 shares 276,410 $19.9M 0.03% -19,702 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; 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; 2026Q3: 693,314 shares 693,314 $19.9M 0.03% +67,873 Timeline LSAF 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 362,589 shares 362,589 $19.8M 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,991 shares; 2025Q1: 33,745 shares; 2025Q2: 9,662 shares; 2025Q3: 17,585 shares; 2025Q4: 22,363 shares; 2026Q1: 37,596 shares; 2026Q2: 33,880 shares; 2026Q3: 37,200 shares 37,200 $19.6M 0.03% +3,320 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; 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; 2026Q3: 944,051 shares 944,051 $19.5M 0.03% +66,395 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; 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; 2026Q3: 623,444 shares 623,444 $19.5M 0.03% -39,231 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 327,397 shares 327,397 $19.4M 0.03% -358 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; 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; 2026Q3: 189,936 shares 189,936 $19.4M 0.03% -7,692 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; 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; 2026Q3: 84,065 shares 84,065 $19.4M 0.03% +1,393 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,000 shares; 2025Q1: 57,318 shares; 2025Q2: 78,710 shares; 2025Q3: 117,782 shares; 2025Q4: 151,156 shares; 2026Q1: 247,483 shares; 2026Q2: 613,745 shares; 2026Q3: 899,723 shares 899,723 $19.3M 0.03% +285,978 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,639 shares; 2025Q1: 68,662 shares; 2025Q2: 69,114 shares; 2025Q3: 89,433 shares; 2025Q4: 98,947 shares; 2026Q1: 89,936 shares; 2026Q2: 199,906 shares; 2026Q3: 381,432 shares 381,432 $19.3M 0.03% +181,526 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 162,220 shares 162,220 $19.2M 0.03% -2,179 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; 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; 2026Q3: 362,715 shares 362,715 $19.2M 0.03% -19,398 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,681 shares; 2025Q1: 71,463 shares; 2025Q2: 67,849 shares; 2025Q3: 69,811 shares; 2025Q4: 68,259 shares; 2026Q1: 97,775 shares; 2026Q2: 100,997 shares; 2026Q3: 114,616 shares 114,616 $19M 0.03% +13,619 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201,429 shares; 2025Q1: 198,707 shares; 2025Q2: 195,474 shares; 2025Q3: 280,434 shares; 2025Q4: 283,193 shares; 2026Q1: 235,644 shares; 2026Q2: 455,872 shares; 2026Q3: 703,230 shares 703,230 $18.9M 0.03% +247,358 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; 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; 2026Q3: 343,433 shares 343,433 $18.6M 0.03% -406,702 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; 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; 2026Q3: 351,967 shares 351,967 $18.5M 0.03% +6,429 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,241 shares; 2026Q2: 2,220 shares; 2026Q3: 201,009 shares 201,009 $18.5M 0.03% +198,789 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,173 shares; 2026Q2: 169,730 shares; 2026Q3: 370,215 shares 370,215 $18.5M 0.03% +200,485 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; 2024Q4: 30 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 66 shares; 2026Q1: 33 shares; 2026Q2: 27 shares; 2026Q3: 28 shares 28 $18.4M 0.03% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,912 shares; 2026Q3: 153,441 shares 153,441 $18.4M 0.03% +3,529 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 167,516 shares; 2025Q1: 162,349 shares; 2025Q2: 116,978 shares; 2025Q3: 167,642 shares; 2025Q4: 171,556 shares; 2026Q1: 99,738 shares; 2026Q2: 66,100 shares; 2026Q3: 389,274 shares 389,274 $18.4M 0.03% +323,174 Timeline CATF 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 389,094 shares 389,094 $18.3M 0.03% new 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; 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; 2026Q3: 428,358 shares 428,358 $18.2M 0.03% -16,922 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,366 shares; 2025Q1: 160,424 shares; 2025Q2: 160,939 shares; 2025Q3: 167,793 shares; 2025Q4: 196,883 shares; 2026Q1: 183,152 shares; 2026Q2: 199,444 shares; 2026Q3: 217,620 shares 217,620 $18.2M 0.03% +18,176 Timeline