AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,397 shares; 2024Q4: 259,012 shares; 2025Q1: 257,805 shares; 2025Q2: 259,165 shares; 2025Q3: 258,697 shares; 2025Q4: 263,094 shares; 2026Q1: 348,678 shares; 2026Q2: 357,933 shares 357,933 $104M 3.39% +9,255 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,891 shares; 2024Q4: 138,945 shares; 2025Q1: 129,584 shares; 2025Q2: 129,532 shares; 2025Q3: 128,721 shares; 2025Q4: 129,938 shares; 2026Q1: 131,472 shares; 2026Q2: 124,631 shares 124,631 $91.8M 3% -6,841 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,407 shares; 2024Q4: 263,618 shares; 2025Q1: 265,068 shares; 2025Q2: 280,359 shares; 2025Q3: 287,708 shares; 2025Q4: 300,844 shares; 2026Q1: 398,381 shares; 2026Q2: 400,837 shares 400,837 $80.2M 2.62% +2,456 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,901 shares; 2024Q4: 199,575 shares; 2025Q1: 202,093 shares; 2025Q2: 208,704 shares; 2025Q3: 221,693 shares; 2025Q4: 284,358 shares; 2026Q1: 312,615 shares; 2026Q2: 252,021 shares 252,021 $76.4M 2.5% -60,594 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,392 shares; 2024Q4: 550,906 shares; 2025Q1: 609,470 shares; 2025Q2: 617,700 shares; 2025Q3: 629,054 shares; 2025Q4: 718,479 shares; 2026Q1: 717,248 shares; 2026Q2: 744,025 shares 744,025 $65.4M 2.14% +26,777 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,991 shares; 2024Q4: 409,149 shares; 2025Q1: 375,378 shares; 2025Q2: 756,871 shares; 2025Q3: 1,000,724 shares; 2025Q4: 1,036,355 shares; 2026Q1: 1,124,695 shares; 2026Q2: 1,117,504 shares 1,117,504 $55.1M 1.8% -7,191 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,849 shares; 2024Q4: 47,621 shares; 2025Q1: 40,264 shares; 2025Q2: 39,832 shares; 2025Q3: 49,879 shares; 2025Q4: 50,782 shares; 2026Q1: 62,017 shares; 2026Q2: 61,008 shares 61,008 $45.6M 1.49% -1,009 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,742 shares; 2024Q4: 138,825 shares; 2025Q1: 140,122 shares; 2025Q2: 143,399 shares; 2025Q3: 147,457 shares; 2025Q4: 151,124 shares; 2026Q1: 189,362 shares; 2026Q2: 190,131 shares 190,131 $45.3M 1.48% +769 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,671 shares; 2024Q4: 299,483 shares; 2025Q1: 333,401 shares; 2025Q2: 365,662 shares; 2025Q3: 367,992 shares; 2025Q4: 377,223 shares; 2026Q1: 392,110 shares; 2026Q2: 370,959 shares 370,959 $44.1M 1.44% -21,151 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,913 shares; 2024Q4: 80,824 shares; 2025Q1: 79,365 shares; 2025Q2: 80,211 shares; 2025Q3: 82,491 shares; 2025Q4: 90,108 shares; 2026Q1: 112,983 shares; 2026Q2: 117,370 shares 117,370 $43.8M 1.43% +4,387 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,958 shares; 2024Q4: 92,144 shares; 2025Q1: 93,198 shares; 2025Q2: 93,066 shares; 2025Q3: 90,368 shares; 2025Q4: 90,454 shares; 2026Q1: 88,993 shares; 2026Q2: 78,286 shares 78,286 $39.2M 1.28% -10,707 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,645 shares; 2024Q4: 85,617 shares; 2025Q1: 85,326 shares; 2025Q2: 87,031 shares; 2025Q3: 89,191 shares; 2025Q4: 92,042 shares; 2026Q1: 108,320 shares; 2026Q2: 106,320 shares 106,320 $38M 1.24% -2,000 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,133 shares; 2024Q4: 605,230 shares; 2025Q1: 645,713 shares; 2025Q2: 599,077 shares; 2025Q3: 651,887 shares; 2025Q4: 756,416 shares; 2026Q1: 849,178 shares; 2026Q2: 837,131 shares 837,131 $36.1M 1.18% -12,047 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,685 shares; 2024Q4: 73,824 shares; 2025Q1: 73,367 shares; 2025Q2: 73,110 shares; 2025Q3: 71,931 shares; 2025Q4: 71,335 shares; 2026Q1: 88,661 shares; 2026Q2: 86,418 shares 86,418 $32.6M 1.07% -2,243 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,547 shares; 2024Q4: 222,932 shares; 2025Q1: 224,622 shares; 2025Q2: 221,708 shares; 2025Q3: 219,649 shares; 2025Q4: 216,870 shares; 2026Q1: 235,361 shares; 2026Q2: 233,092 shares 233,092 $32.1M 1.05% -2,269 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,678 shares; 2024Q4: 34,519 shares; 2025Q1: 33,826 shares; 2025Q2: 33,836 shares; 2025Q3: 33,821 shares; 2025Q4: 33,121 shares; 2026Q1: 44,876 shares; 2026Q2: 42,201 shares 42,201 $31.6M 1.03% -2,675 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,491 shares; 2024Q4: 321,221 shares; 2025Q1: 324,386 shares; 2025Q2: 319,876 shares; 2025Q3: 325,070 shares; 2025Q4: 338,654 shares; 2026Q1: 353,709 shares; 2026Q2: 361,477 shares 361,477 $29.3M 0.96% +7,768 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,218 shares; 2024Q4: 24,561 shares; 2025Q1: 24,886 shares; 2025Q2: 24,981 shares; 2025Q3: 25,146 shares; 2025Q4: 35,004 shares; 2026Q1: 39,486 shares; 2026Q2: 41,070 shares 41,070 $28.2M 0.92% +1,584 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,496 shares; 2024Q4: 105,078 shares; 2025Q1: 103,394 shares; 2025Q2: 104,423 shares; 2025Q3: 101,886 shares; 2025Q4: 101,623 shares; 2026Q1: 108,062 shares; 2026Q2: 109,776 shares 109,776 $26M 0.85% +1,714 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,118 shares; 2024Q4: 44,878 shares; 2025Q1: 44,283 shares; 2025Q2: 45,014 shares; 2025Q3: 45,216 shares; 2025Q4: 58,772 shares; 2026Q1: 65,828 shares; 2026Q2: 66,260 shares 66,260 $24.5M 0.8% +432 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,049 shares; 2024Q4: 298,205 shares; 2025Q1: 301,889 shares; 2025Q2: 228,969 shares; 2025Q3: 242,937 shares; 2025Q4: 275,841 shares; 2026Q1: 291,411 shares; 2026Q2: 409,290 shares 409,290 $24.4M 0.8% +117,879 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,573 shares; 2024Q4: 503,057 shares; 2025Q1: 536,053 shares; 2025Q2: 422,552 shares; 2025Q3: 432,987 shares; 2025Q4: 442,600 shares; 2026Q1: 479,814 shares; 2026Q2: 388,134 shares 388,134 $23.6M 0.77% -91,680 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,862 shares; 2024Q4: 53,234 shares; 2025Q1: 55,129 shares; 2025Q2: 53,525 shares; 2025Q3: 47,029 shares; 2025Q4: 97,931 shares; 2026Q1: 113,857 shares; 2026Q2: 120,700 shares 120,700 $23M 0.75% +6,843 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,635 shares; 2024Q4: 37,327 shares; 2025Q1: 37,061 shares; 2025Q2: 37,912 shares; 2025Q3: 38,451 shares; 2025Q4: 40,362 shares; 2026Q1: 59,933 shares; 2026Q2: 60,005 shares 60,005 $21.2M 0.69% +72 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,927 shares; 2024Q4: 35,183 shares; 2025Q1: 36,278 shares; 2025Q2: 38,535 shares; 2025Q3: 39,472 shares; 2025Q4: 42,728 shares; 2026Q1: 63,689 shares; 2026Q2: 64,631 shares 64,631 $21.2M 0.69% +942 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,604 shares; 2024Q4: 113,583 shares; 2025Q1: 121,967 shares; 2025Q2: 126,033 shares; 2025Q3: 137,467 shares; 2025Q4: 110,457 shares; 2026Q1: 127,942 shares; 2026Q2: 227,132 shares 227,132 $20.6M 0.67% +99,190 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,295 shares; 2024Q4: 217,658 shares; 2025Q1: 212,821 shares; 2025Q2: 211,823 shares; 2025Q3: 212,780 shares; 2025Q4: 218,441 shares; 2026Q1: 271,697 shares; 2026Q2: 266,068 shares 266,068 $20.5M 0.67% -5,629 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,611 shares; 2024Q4: 14,293 shares; 2025Q1: 14,444 shares; 2025Q2: 14,922 shares; 2025Q3: 15,570 shares; 2025Q4: 16,731 shares; 2026Q1: 20,460 shares; 2026Q2: 168,022 shares 168,022 $20.1M 0.66% +147,562 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,689 shares; 2025Q3: 9,593 shares; 2025Q4: 14,955 shares; 2026Q1: 91,929 shares; 2026Q2: 300,758 shares 300,758 $19.9M 0.65% +208,829 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,031 shares; 2024Q4: 23,323 shares; 2025Q1: 23,604 shares; 2025Q2: 23,401 shares; 2025Q3: 24,896 shares; 2025Q4: 46,019 shares; 2026Q1: 49,670 shares; 2026Q2: 50,906 shares 50,906 $18.8M 0.61% +1,236 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,460 shares; 2024Q4: 14,684 shares; 2025Q1: 14,975 shares; 2025Q2: 15,088 shares; 2025Q3: 15,479 shares; 2025Q4: 15,862 shares; 2026Q1: 19,195 shares; 2026Q2: 19,506 shares 19,506 $18.2M 0.6% +311 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,050 shares; 2024Q4: 110,747 shares; 2025Q1: 115,451 shares; 2025Q2: 115,697 shares; 2025Q3: 115,648 shares; 2025Q4: 223,840 shares; 2026Q1: 277,773 shares; 2026Q2: 185,780 shares 185,780 $17.8M 0.58% -91,993 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,804 shares; 2024Q4: 144,553 shares; 2025Q1: 151,851 shares; 2025Q2: 164,165 shares; 2025Q3: 163,289 shares; 2025Q4: 200,356 shares; 2026Q1: 295,301 shares; 2026Q2: 336,424 shares 336,424 $17M 0.55% +41,123 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,907 shares; 2024Q4: 279,951 shares; 2025Q1: 227,015 shares; 2025Q2: 230,982 shares; 2025Q3: 231,432 shares; 2025Q4: 222,503 shares; 2026Q1: 279,669 shares; 2026Q2: 291,135 shares 291,135 $16.8M 0.55% +11,466 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,421 shares; 2024Q4: 18,131 shares; 2025Q1: 19,623 shares; 2025Q2: 21,258 shares; 2025Q3: 22,153 shares; 2025Q4: 22,904 shares; 2026Q1: 27,662 shares; 2026Q2: 28,182 shares 28,182 $15.9M 0.52% +520 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,918 shares; 2024Q4: 8,332 shares; 2025Q1: 8,315 shares; 2025Q2: 8,664 shares; 2025Q3: 8,461 shares; 2025Q4: 8,549 shares; 2026Q1: 13,214 shares; 2026Q2: 12,981 shares 12,981 $15.6M 0.51% -233 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,436 shares; 2024Q4: 12,967 shares; 2025Q1: 14,033 shares; 2025Q2: 14,031 shares; 2025Q3: 14,308 shares; 2025Q4: 15,542 shares; 2026Q1: 29,467 shares; 2026Q2: 174,075 shares 174,075 $15M 0.49% +144,608 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $15M 0.49% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,711 shares; 2024Q4: 32,170 shares; 2025Q1: 28,207 shares; 2025Q2: 26,994 shares; 2025Q3: 18,543 shares; 2025Q4: 20,670 shares; 2026Q1: 33,210 shares; 2026Q2: 33,789 shares 33,789 $14.2M 0.46% +579 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,922 shares; 2024Q4: 29,441 shares; 2025Q1: 30,041 shares; 2025Q2: 30,713 shares; 2025Q3: 31,788 shares; 2025Q4: 32,543 shares; 2026Q1: 39,691 shares; 2026Q2: 40,403 shares 40,403 $13.9M 0.45% +712 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,749 shares; 2024Q4: 40,312 shares; 2025Q1: 36,318 shares; 2025Q2: 51,828 shares; 2025Q3: 52,559 shares; 2025Q4: 54,465 shares; 2026Q1: 182,656 shares; 2026Q2: 193,126 shares 193,126 $13.8M 0.45% +10,470 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,068 shares; 2024Q4: 19,271 shares; 2025Q1: 19,801 shares; 2025Q2: 20,370 shares; 2025Q3: 21,417 shares; 2025Q4: 21,941 shares; 2026Q1: 27,954 shares; 2026Q2: 28,580 shares 28,580 $13.6M 0.45% +626 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,588 shares; 2024Q4: 33,044 shares; 2025Q1: 21,920 shares; 2025Q2: 22,261 shares; 2025Q3: 22,470 shares; 2025Q4: 24,377 shares; 2026Q1: 26,101 shares; 2026Q2: 102,796 shares 102,796 $12.8M 0.42% +76,695 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,913 shares; 2024Q4: 229,951 shares; 2025Q1: 191,098 shares; 2025Q2: 191,124 shares; 2025Q3: 190,315 shares; 2025Q4: 181,980 shares; 2026Q1: 216,438 shares; 2026Q2: 184,170 shares 184,170 $12.4M 0.41% -32,268 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,026 shares; 2024Q4: 221,749 shares; 2025Q1: 231,147 shares; 2025Q2: 233,397 shares; 2025Q3: 241,694 shares; 2025Q4: 247,771 shares; 2026Q1: 268,567 shares; 2026Q2: 266,044 shares 266,044 $12.2M 0.4% -2,523 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,176 shares; 2024Q4: 28,722 shares; 2025Q1: 21,008 shares; 2025Q2: 11,986 shares; 2025Q3: 11,260 shares; 2025Q4: 14,145 shares; 2026Q1: 19,107 shares; 2026Q2: 19,573 shares 19,573 $11.4M 0.37% +466 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,731 shares; 2024Q4: 372,138 shares; 2025Q1: 381,810 shares; 2025Q2: 387,317 shares; 2025Q3: 414,483 shares; 2025Q4: 434,584 shares; 2026Q1: 497,721 shares; 2026Q2: 455,724 shares 455,724 $11.3M 0.37% -41,997 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,584 shares; 2024Q4: 12,340 shares; 2025Q1: 12,225 shares; 2025Q2: 12,760 shares; 2025Q3: 12,539 shares; 2025Q4: 13,725 shares; 2026Q1: 17,376 shares; 2026Q2: 17,040 shares 17,040 $11.2M 0.37% -336 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,814 shares; 2024Q4: 56,499 shares; 2025Q1: 59,384 shares; 2025Q2: 56,847 shares; 2025Q3: 55,811 shares; 2025Q4: 58,573 shares; 2026Q1: 82,480 shares; 2026Q2: 81,050 shares 81,050 $11.1M 0.36% -1,430 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,123 shares; 2024Q4: 88,541 shares; 2025Q1: 135,221 shares; 2025Q2: 137,052 shares; 2025Q3: 147,762 shares; 2025Q4: 163,344 shares; 2026Q1: 204,452 shares; 2026Q2: 232,682 shares 232,682 $11M 0.36% +28,230 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,830 shares; 2024Q4: 97,226 shares; 2025Q1: 169,251 shares; 2025Q2: 164,483 shares; 2025Q3: 154,796 shares; 2025Q4: 191,213 shares; 2026Q1: 279,914 shares; 2026Q2: 296,853 shares 296,853 $10.8M 0.35% +16,939 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,469 shares; 2026Q2: 308,941 shares 308,941 $10.8M 0.35% +108,472 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,612 shares; 2024Q4: 38,144 shares; 2025Q1: 39,200 shares; 2025Q2: 43,316 shares; 2025Q3: 62,137 shares; 2025Q4: 68,482 shares; 2026Q1: 106,744 shares; 2026Q2: 209,203 shares 209,203 $10.6M 0.35% +102,459 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,815 shares; 2024Q4: 24,097 shares; 2025Q1: 24,820 shares; 2025Q2: 26,920 shares; 2025Q3: 28,027 shares; 2025Q4: 38,444 shares; 2026Q1: 58,975 shares; 2026Q2: 66,833 shares 66,833 $10.6M 0.35% +7,858 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,208 shares; 2024Q4: 34,925 shares; 2025Q1: 34,629 shares; 2025Q2: 36,071 shares; 2025Q3: 36,064 shares; 2025Q4: 36,141 shares; 2026Q1: 49,251 shares; 2026Q2: 63,776 shares 63,776 $10.5M 0.34% +14,525 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,157 shares; 2024Q4: 109,554 shares; 2025Q1: 118,126 shares; 2025Q2: 126,571 shares; 2025Q3: 125,560 shares; 2025Q4: 133,860 shares; 2026Q1: 150,426 shares; 2026Q2: 152,422 shares 152,422 $10.3M 0.34% +1,996 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,749 shares; 2024Q4: 59,966 shares; 2025Q1: 62,774 shares; 2025Q2: 67,652 shares; 2025Q3: 65,835 shares; 2025Q4: 70,209 shares; 2026Q1: 91,670 shares; 2026Q2: 90,434 shares 90,434 $10.2M 0.34% -1,236 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 344,564 shares; 2026Q2: 369,826 shares 369,826 $10.2M 0.33% +25,262 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,096 shares; 2024Q4: 21,355 shares; 2025Q1: 21,492 shares; 2025Q2: 21,744 shares; 2025Q3: 21,829 shares; 2025Q4: 23,814 shares; 2026Q1: 36,815 shares; 2026Q2: 37,440 shares 37,440 $9.42M 0.31% +625 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,527 shares; 2024Q4: 123,527 shares; 2025Q1: 137,146 shares; 2025Q2: 139,145 shares; 2025Q3: 137,771 shares; 2025Q4: 140,257 shares; 2026Q1: 167,271 shares; 2026Q2: 174,997 shares 174,997 $9.38M 0.31% +7,726 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,366 shares; 2024Q4: 142,496 shares; 2025Q1: 114,822 shares; 2025Q2: 111,891 shares; 2025Q3: 111,446 shares; 2025Q4: 113,606 shares; 2026Q1: 110,997 shares; 2026Q2: 94,763 shares 94,763 $8.9M 0.29% -16,234 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,099 shares; 2024Q4: 5,035 shares; 2025Q1: 4,953 shares; 2025Q2: 4,967 shares; 2025Q3: 4,966 shares; 2025Q4: 77,824 shares; 2026Q1: 85,035 shares; 2026Q2: 90,624 shares 90,624 $8.84M 0.29% +5,589 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,128 shares; 2024Q4: 16,633 shares; 2025Q1: 16,186 shares; 2025Q2: 15,442 shares; 2025Q3: 16,010 shares; 2025Q4: 17,478 shares; 2026Q1: 40,306 shares; 2026Q2: 40,527 shares 40,527 $8.83M 0.29% +221 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,818 shares; 2026Q1: 19,883 shares; 2026Q2: 70,359 shares 70,359 $8.78M 0.29% +50,476 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,894 shares; 2024Q4: 3,575 shares; 2025Q1: 3,963 shares; 2025Q2: 4,303 shares; 2025Q3: 88,535 shares; 2025Q4: 93,504 shares; 2026Q1: 96,143 shares; 2026Q2: 87,995 shares 87,995 $8.68M 0.28% -8,148 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,713 shares; 2024Q4: 27,644 shares; 2025Q1: 37,257 shares; 2025Q2: 45,922 shares; 2025Q3: 31,336 shares; 2025Q4: 32,462 shares; 2026Q1: 98,262 shares; 2026Q2: 93,464 shares 93,464 $8.56M 0.28% -4,798 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,659 shares; 2024Q4: 13,199 shares; 2025Q1: 15,214 shares; 2025Q2: 16,815 shares; 2025Q3: 18,410 shares; 2025Q4: 20,456 shares; 2026Q1: 30,520 shares; 2026Q2: 125,889 shares 125,889 $8.56M 0.28% +95,369 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,183 shares; 2026Q2: 171,661 shares 171,661 $8.56M 0.28% -13,522 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,561 shares; 2024Q4: 28,474 shares; 2025Q1: 30,835 shares; 2025Q2: 29,448 shares; 2025Q3: 28,105 shares; 2025Q4: 25,474 shares; 2026Q1: 42,229 shares; 2026Q2: 38,747 shares 38,747 $8.5M 0.28% -3,482 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,613 shares; 2024Q4: 38,901 shares; 2025Q1: 38,171 shares; 2025Q2: 35,852 shares; 2025Q3: 47,506 shares; 2025Q4: 47,580 shares; 2026Q1: 76,372 shares; 2026Q2: 72,278 shares 72,278 $8.49M 0.28% -4,094 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,372 shares; 2026Q1: 152,757 shares; 2026Q2: 180,380 shares 180,380 $8.41M 0.28% +27,623 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,735 shares; 2024Q4: 71,228 shares; 2025Q1: 73,324 shares; 2025Q2: 66,954 shares; 2025Q3: 70,347 shares; 2025Q4: 65,332 shares; 2026Q1: 71,769 shares; 2026Q2: 86,047 shares 86,047 $8.31M 0.27% +14,278 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,014 shares; 2024Q4: 4,376 shares; 2025Q1: 4,500 shares; 2025Q2: 4,166 shares; 2025Q3: 4,092 shares; 2025Q4: 4,435 shares; 2026Q1: 7,366 shares; 2026Q2: 7,760 shares 7,760 $8.26M 0.27% +394 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,993 shares; 2024Q4: 50,523 shares; 2025Q1: 48,353 shares; 2025Q2: 47,281 shares; 2025Q3: 23,527 shares; 2025Q4: 29,147 shares; 2026Q1: 46,325 shares; 2026Q2: 55,348 shares 55,348 $8.21M 0.27% +9,023 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,169 shares; 2024Q4: 16,766 shares; 2025Q1: 14,732 shares; 2025Q2: 15,282 shares; 2025Q3: 15,373 shares; 2025Q4: 17,600 shares; 2026Q1: 31,555 shares; 2026Q2: 32,063 shares 32,063 $8.14M 0.27% +508 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,721 shares; 2024Q4: 12,958 shares; 2025Q1: 12,855 shares; 2025Q2: 12,701 shares; 2025Q3: 12,713 shares; 2025Q4: 12,646 shares; 2026Q1: 23,104 shares; 2026Q2: 22,977 shares 22,977 $8.1M 0.27% -127 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,486 shares; 2024Q4: 29,908 shares; 2025Q1: 32,887 shares; 2025Q2: 35,884 shares; 2025Q3: 38,217 shares; 2025Q4: 53,091 shares; 2026Q1: 55,593 shares; 2026Q2: 60,506 shares 60,506 $8.06M 0.26% +4,913 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,976 shares; 2024Q4: 54,374 shares; 2025Q1: 55,569 shares; 2025Q2: 65,278 shares; 2025Q3: 65,932 shares; 2025Q4: 67,067 shares; 2026Q1: 136,744 shares; 2026Q2: 153,947 shares 153,947 $7.97M 0.26% +17,203 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,523 shares; 2024Q4: not reported; 2025Q1: 7,663 shares; 2025Q2: 10,297 shares; 2025Q3: 20,415 shares; 2025Q4: 24,445 shares; 2026Q1: 48,789 shares; 2026Q2: 76,942 shares 76,942 $7.83M 0.26% +28,153 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,566 shares; 2024Q4: 21,635 shares; 2025Q1: 21,186 shares; 2025Q2: 24,922 shares; 2025Q3: 25,390 shares; 2025Q4: 25,812 shares; 2026Q1: 30,229 shares; 2026Q2: 29,937 shares 29,937 $7.65M 0.25% -292 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,392 shares; 2024Q4: 10,748 shares; 2025Q1: 9,812 shares; 2025Q2: 9,620 shares; 2025Q3: 10,430 shares; 2025Q4: 10,109 shares; 2026Q1: 9,935 shares; 2026Q2: 9,979 shares 9,979 $7.62M 0.25% +44 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,715 shares; 2024Q4: 52,917 shares; 2025Q1: 53,331 shares; 2025Q2: 51,464 shares; 2025Q3: 50,117 shares; 2025Q4: 51,797 shares; 2026Q1: 56,334 shares; 2026Q2: 47,904 shares 47,904 $7.6M 0.25% -8,430 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,488 shares; 2025Q3: 42,972 shares; 2025Q4: 62,082 shares; 2026Q1: 61,258 shares; 2026Q2: 70,934 shares 70,934 $7.57M 0.25% +9,676 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,721 shares; 2024Q4: 12,844 shares; 2025Q1: 13,357 shares; 2025Q2: 14,041 shares; 2025Q3: 14,095 shares; 2025Q4: 14,344 shares; 2026Q1: 19,591 shares; 2026Q2: 20,097 shares 20,097 $7.51M 0.25% +506 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,047 shares; 2024Q4: 118,585 shares; 2025Q1: 126,091 shares; 2025Q2: 110,942 shares; 2025Q3: 138,640 shares; 2025Q4: 152,161 shares; 2026Q1: 189,434 shares; 2026Q2: 216,066 shares 216,066 $7.23M 0.24% +26,632 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,111 shares; 2024Q4: 13,952 shares; 2025Q1: 13,890 shares; 2025Q2: 15,235 shares; 2025Q3: 17,692 shares; 2025Q4: 20,682 shares; 2026Q1: 38,101 shares; 2026Q2: 39,076 shares 39,076 $7.22M 0.24% +975 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,415 shares; 2024Q4: 24,437 shares; 2025Q1: 26,280 shares; 2025Q2: 28,043 shares; 2025Q3: 30,973 shares; 2025Q4: 53,737 shares; 2026Q1: 84,126 shares; 2026Q2: 85,748 shares 85,748 $7.1M 0.23% +1,622 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,555 shares; 2024Q4: 42,710 shares; 2025Q1: 45,309 shares; 2025Q2: 43,328 shares; 2025Q3: 29,854 shares; 2025Q4: 29,222 shares; 2026Q1: 42,817 shares; 2026Q2: 38,228 shares 38,228 $7.08M 0.23% -4,589 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,364 shares; 2024Q4: 125,629 shares; 2025Q1: 121,849 shares; 2025Q2: 122,113 shares; 2025Q3: 117,114 shares; 2025Q4: 122,945 shares; 2026Q1: 249,040 shares; 2026Q2: 238,728 shares 238,728 $7.03M 0.23% -10,312 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,534 shares; 2025Q4: 50,127 shares; 2026Q1: 98,589 shares; 2026Q2: 131,810 shares 131,810 $6.95M 0.23% +33,221 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,158 shares; 2025Q4: 21,760 shares; 2026Q1: 24,546 shares; 2026Q2: 211,642 shares 211,642 $6.95M 0.23% +187,096 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,724 shares; 2024Q4: 2,849 shares; 2025Q1: 3,603 shares; 2025Q2: 3,922 shares; 2025Q3: 4,567 shares; 2025Q4: 4,619 shares; 2026Q1: 5,615 shares; 2026Q2: 5,839 shares 5,839 $6.86M 0.22% +224 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,198 shares; 2024Q4: 10,302 shares; 2025Q1: 35,231 shares; 2025Q2: 40,075 shares; 2025Q3: 40,340 shares; 2025Q4: 47,878 shares; 2026Q1: 50,433 shares; 2026Q2: 126,420 shares 126,420 $6.76M 0.22% +75,987 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,851 shares; 2024Q4: 50,171 shares; 2025Q1: 59,955 shares; 2025Q2: 58,485 shares; 2025Q3: 57,817 shares; 2025Q4: 74,251 shares; 2026Q1: 75,105 shares; 2026Q2: 70,041 shares 70,041 $6.76M 0.22% -5,064 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: 2,399 shares; 2025Q2: 2,138 shares; 2025Q3: 2,173 shares; 2025Q4: 3,136 shares; 2026Q1: 5,206 shares; 2026Q2: 5,817 shares 5,817 $6.71M 0.22% +611 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,064 shares; 2024Q4: 10,271 shares; 2025Q1: 10,359 shares; 2025Q2: 10,147 shares; 2025Q3: 10,274 shares; 2025Q4: 10,299 shares; 2026Q1: 12,616 shares; 2026Q2: 12,547 shares 12,547 $6.44M 0.21% -69 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,524 shares; 2024Q4: 137,622 shares; 2025Q1: 120,082 shares; 2025Q2: 119,877 shares; 2025Q3: 138,815 shares; 2025Q4: 145,945 shares; 2026Q1: 144,113 shares; 2026Q2: 144,201 shares 144,201 $6.4M 0.21% +88 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,340 shares; 2024Q4: 32,758 shares; 2025Q1: 32,518 shares; 2025Q2: 33,237 shares; 2025Q3: 32,534 shares; 2025Q4: 39,172 shares; 2026Q1: 44,637 shares; 2026Q2: 43,360 shares 43,360 $6.36M 0.21% -1,277 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,490 shares; 2024Q4: 11,930 shares; 2025Q1: 12,011 shares; 2025Q2: 11,743 shares; 2025Q3: 12,345 shares; 2025Q4: 14,453 shares; 2026Q1: 18,263 shares; 2026Q2: 18,509 shares 18,509 $6.35M 0.21% +246 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,535 shares; 2026Q2: 129,699 shares 129,699 $6.34M 0.21% +76,164 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,461 shares; 2024Q4: 63,138 shares; 2025Q1: 63,619 shares; 2025Q2: 64,640 shares; 2025Q3: 65,632 shares; 2025Q4: 67,976 shares; 2026Q1: 69,041 shares; 2026Q2: 68,884 shares 68,884 $6.21M 0.2% -157 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,506 shares; 2024Q4: 126,746 shares; 2025Q1: 135,832 shares; 2025Q2: 176,901 shares; 2025Q3: 176,338 shares; 2025Q4: 210,069 shares; 2026Q1: 205,928 shares; 2026Q2: 214,507 shares 214,507 $6.09M 0.2% +8,579 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,073 shares; 2024Q4: 161,609 shares; 2025Q1: 161,626 shares; 2025Q2: 136,499 shares; 2025Q3: 143,746 shares; 2025Q4: 129,635 shares; 2026Q1: 201,072 shares; 2026Q2: 189,755 shares 189,755 $6.02M 0.2% -11,317 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,117 shares; 2025Q4: 51,359 shares; 2026Q1: 254,923 shares; 2026Q2: 177,133 shares 177,133 $5.99M 0.2% -77,790 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,552 shares; 2024Q4: 97,539 shares; 2025Q1: 106,944 shares; 2025Q2: 110,174 shares; 2025Q3: 121,142 shares; 2025Q4: 133,938 shares; 2026Q1: 136,806 shares; 2026Q2: 138,485 shares 138,485 $5.99M 0.2% +1,679 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,754 shares; 2024Q4: 12,444 shares; 2025Q1: 12,984 shares; 2025Q2: 12,998 shares; 2025Q3: 14,526 shares; 2025Q4: 15,380 shares; 2026Q1: 20,454 shares; 2026Q2: 17,506 shares 17,506 $5.97M 0.2% -2,948 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,340 shares; 2024Q4: 59,105 shares; 2025Q1: 51,177 shares; 2025Q2: 56,115 shares; 2025Q3: 125,794 shares; 2025Q4: 91,316 shares; 2026Q1: 102,797 shares; 2026Q2: 133,532 shares 133,532 $5.88M 0.19% +30,735 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,451 shares; 2026Q1: 95,271 shares; 2026Q2: 117,762 shares 117,762 $5.88M 0.19% +22,491 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 18,097 shares; 2025Q1: 18,082 shares; 2025Q2: 18,225 shares; 2025Q3: 18,678 shares; 2025Q4: 18,716 shares; 2026Q1: 21,707 shares; 2026Q2: 21,643 shares 21,643 $5.85M 0.19% -64 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,020 shares; 2024Q4: 41,314 shares; 2025Q1: 43,706 shares; 2025Q2: 43,353 shares; 2025Q3: 46,926 shares; 2025Q4: 57,065 shares; 2026Q1: 72,950 shares; 2026Q2: 77,133 shares 77,133 $5.85M 0.19% +4,183 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,790 shares; 2024Q4: 4,613 shares; 2025Q1: 5,074 shares; 2025Q2: 5,095 shares; 2025Q3: 5,547 shares; 2025Q4: 53,790 shares; 2026Q1: 74,925 shares; 2026Q2: 79,923 shares 79,923 $5.71M 0.19% +4,998 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,770 shares; 2024Q4: 34,369 shares; 2025Q1: 35,078 shares; 2025Q2: 36,555 shares; 2025Q3: 37,154 shares; 2025Q4: 36,820 shares; 2026Q1: 37,693 shares; 2026Q2: 38,903 shares 38,903 $5.69M 0.19% +1,210 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,085 shares; 2024Q4: 44,037 shares; 2025Q1: 42,200 shares; 2025Q2: 41,915 shares; 2025Q3: 42,986 shares; 2025Q4: 48,752 shares; 2026Q1: 70,192 shares; 2026Q2: 70,016 shares 70,016 $5.69M 0.19% -176 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,212 shares; 2024Q4: 41,079 shares; 2025Q1: 36,900 shares; 2025Q2: 40,067 shares; 2025Q3: 52,175 shares; 2025Q4: 51,374 shares; 2026Q1: 56,801 shares; 2026Q2: 48,685 shares 48,685 $5.68M 0.19% -8,116 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,860 shares; 2024Q4: 53,104 shares; 2025Q1: 51,883 shares; 2025Q2: 50,570 shares; 2025Q3: 47,235 shares; 2025Q4: 97,039 shares; 2026Q1: 116,172 shares; 2026Q2: 106,921 shares 106,921 $5.68M 0.19% -9,251 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,331 shares; 2024Q4: 9,849 shares; 2025Q1: 9,756 shares; 2025Q2: 10,016 shares; 2025Q3: 11,198 shares; 2025Q4: 29,935 shares; 2026Q1: 26,860 shares; 2026Q2: 22,645 shares 22,645 $5.49M 0.18% -4,215 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,944 shares; 2024Q4: 82,828 shares; 2025Q1: 85,123 shares; 2025Q2: 90,319 shares; 2025Q3: 91,277 shares; 2025Q4: 91,247 shares; 2026Q1: 97,332 shares; 2026Q2: 95,913 shares 95,913 $5.47M 0.18% -1,419 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,511 shares; 2024Q4: 78,020 shares; 2025Q1: 126,650 shares; 2025Q2: 105,829 shares; 2025Q3: 112,720 shares; 2025Q4: 125,762 shares; 2026Q1: 154,893 shares; 2026Q2: 122,750 shares 122,750 $5.46M 0.18% -32,143 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,509 shares; 2025Q1: 58,772 shares; 2025Q2: 71,894 shares; 2025Q3: 74,900 shares; 2025Q4: 88,358 shares; 2026Q1: 173,183 shares; 2026Q2: 205,245 shares 205,245 $5.44M 0.18% +32,062 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,422 shares; 2025Q3: 19,240 shares; 2025Q4: 23,942 shares; 2026Q1: 30,131 shares; 2026Q2: 32,408 shares 32,408 $5.36M 0.18% +2,277 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,998 shares; 2024Q4: 3,616 shares; 2025Q1: 3,617 shares; 2025Q2: 3,877 shares; 2025Q3: 4,725 shares; 2025Q4: 5,722 shares; 2026Q1: 11,675 shares; 2026Q2: 12,346 shares 12,346 $5.26M 0.17% +671 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,007 shares; 2025Q1: 2,291 shares; 2025Q2: 2,585 shares; 2025Q3: 2,858 shares; 2025Q4: 3,147 shares; 2026Q1: 5,211 shares; 2026Q2: 5,463 shares 5,463 $5.25M 0.17% +252 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,678 shares; 2026Q2: 92,680 shares 92,680 $5.23M 0.17% -3,998 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,776 shares; 2024Q4: 11,955 shares; 2025Q1: 11,523 shares; 2025Q2: 11,523 shares; 2025Q3: 11,366 shares; 2025Q4: 11,472 shares; 2026Q1: 16,969 shares; 2026Q2: 17,199 shares 17,199 $5.17M 0.17% +230 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,366 shares; 2024Q4: 115,606 shares; 2025Q1: 111,024 shares; 2025Q2: 108,441 shares; 2025Q3: 105,652 shares; 2025Q4: 119,872 shares; 2026Q1: 108,184 shares; 2026Q2: 101,870 shares 101,870 $4.91M 0.16% -6,314 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,532 shares; 2024Q4: 86,396 shares; 2025Q1: 195,727 shares; 2025Q2: 109,247 shares; 2025Q3: 94,919 shares; 2025Q4: 101,365 shares; 2026Q1: 85,600 shares; 2026Q2: 97,129 shares 97,129 $4.89M 0.16% +11,529 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,631 shares; 2024Q4: 46,243 shares; 2025Q1: 45,921 shares; 2025Q2: 48,704 shares; 2025Q3: 55,963 shares; 2025Q4: 56,341 shares; 2026Q1: 113,719 shares; 2026Q2: 115,400 shares 115,400 $4.89M 0.16% +1,681 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,760 shares; 2024Q4: 8,447 shares; 2025Q1: 8,556 shares; 2025Q2: 8,855 shares; 2025Q3: 8,542 shares; 2025Q4: 8,537 shares; 2026Q1: 13,769 shares; 2026Q2: 11,736 shares 11,736 $4.88M 0.16% -2,033 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,898 shares; 2024Q4: 13,473 shares; 2025Q1: 18,880 shares; 2025Q2: 20,124 shares; 2025Q3: 19,977 shares; 2025Q4: 44,570 shares; 2026Q1: 121,637 shares; 2026Q2: 156,756 shares 156,756 $4.88M 0.16% +35,119 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,062 shares; 2024Q4: 59,363 shares; 2025Q1: 63,139 shares; 2025Q2: 64,975 shares; 2025Q3: 64,639 shares; 2025Q4: 67,277 shares; 2026Q1: 67,004 shares; 2026Q2: 67,073 shares 67,073 $4.85M 0.16% +69 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,430 shares; 2024Q4: 17,360 shares; 2025Q1: 16,984 shares; 2025Q2: 17,426 shares; 2025Q3: 16,372 shares; 2025Q4: 16,887 shares; 2026Q1: 29,135 shares; 2026Q2: 29,219 shares 29,219 $4.84M 0.16% +84 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,609 shares; 2026Q1: 7,145 shares; 2026Q2: 63,477 shares 63,477 $4.83M 0.16% +56,332 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,625 shares; 2024Q4: 7,702 shares; 2025Q1: 9,237 shares; 2025Q2: 8,449 shares; 2025Q3: 8,465 shares; 2025Q4: 9,215 shares; 2026Q1: 9,209 shares; 2026Q2: 9,039 shares 9,039 $4.72M 0.15% -170 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,639 shares; 2025Q3: 41,611 shares; 2025Q4: 58,041 shares; 2026Q1: 58,553 shares; 2026Q2: 60,673 shares 60,673 $4.62M 0.15% +2,120 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,081 shares; 2025Q2: 37,959 shares; 2025Q3: 38,819 shares; 2025Q4: 48,205 shares; 2026Q1: 61,050 shares; 2026Q2: 57,447 shares 57,447 $4.56M 0.15% -3,603 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,273 shares; 2024Q4: 8,662 shares; 2025Q1: 8,672 shares; 2025Q2: 8,682 shares; 2025Q3: 18,752 shares; 2025Q4: 40,031 shares; 2026Q1: 78,000 shares; 2026Q2: 91,759 shares 91,759 $4.55M 0.15% +13,759 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,381 shares; 2026Q1: 144,457 shares; 2026Q2: 170,937 shares 170,937 $4.53M 0.15% +26,480 Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,126 shares; 2026Q2: 218,599 shares 218,599 $4.52M 0.15% +84,473 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,879 shares; 2026Q1: 88,458 shares; 2026Q2: 117,014 shares 117,014 $4.51M 0.15% +28,556 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,161 shares; 2024Q4: 3,990 shares; 2025Q1: 3,706 shares; 2025Q2: 54,548 shares; 2025Q3: 56,015 shares; 2025Q4: 55,408 shares; 2026Q1: 54,592 shares; 2026Q2: 48,758 shares 48,758 $4.49M 0.15% -5,834 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,844 shares; 2024Q4: 27,947 shares; 2025Q1: 31,678 shares; 2025Q2: 34,422 shares; 2025Q3: 39,270 shares; 2025Q4: 44,956 shares; 2026Q1: 63,089 shares; 2026Q2: 58,235 shares 58,235 $4.4M 0.14% -4,854 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,539 shares; 2024Q4: 3,504 shares; 2025Q1: 4,314 shares; 2025Q2: 5,738 shares; 2025Q3: 4,923 shares; 2025Q4: 5,341 shares; 2026Q1: 9,820 shares; 2026Q2: 10,847 shares 10,847 $4.31M 0.14% +1,027 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,136 shares; 2024Q4: 26,479 shares; 2025Q1: 27,038 shares; 2025Q2: 27,752 shares; 2025Q3: 28,343 shares; 2025Q4: 27,443 shares; 2026Q1: 29,514 shares; 2026Q2: 29,597 shares 29,597 $4.27M 0.14% +83 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,339 shares; 2024Q4: 22,033 shares; 2025Q1: 22,558 shares; 2025Q2: 23,553 shares; 2025Q3: 14,547 shares; 2025Q4: 13,636 shares; 2026Q1: 17,175 shares; 2026Q2: 16,799 shares 16,799 $4.24M 0.14% -376 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,767 shares; 2024Q4: 28,596 shares; 2025Q1: 27,198 shares; 2025Q2: 24,964 shares; 2025Q3: 24,975 shares; 2025Q4: 21,541 shares; 2026Q1: 22,524 shares; 2026Q2: 22,519 shares 22,519 $4.24M 0.14% -5 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,956 shares; 2025Q3: 30,276 shares; 2025Q4: 33,304 shares; 2026Q1: 61,476 shares; 2026Q2: 79,979 shares 79,979 $4.23M 0.14% +18,503 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,939 shares; 2025Q2: 2,856 shares; 2025Q3: 2,889 shares; 2025Q4: 2,952 shares; 2026Q1: 10,091 shares; 2026Q2: 9,684 shares 9,684 $4.2M 0.14% -407 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,844 shares; 2024Q4: 299,305 shares; 2025Q1: 294,327 shares; 2025Q2: 286,378 shares; 2025Q3: 280,901 shares; 2025Q4: 273,749 shares; 2026Q1: 249,857 shares; 2026Q2: 234,136 shares 234,136 $4.19M 0.14% -15,721 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,311 shares; 2026Q1: 125,832 shares; 2026Q2: 159,279 shares 159,279 $4.13M 0.14% +33,447 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,152 shares; 2024Q4: 41,721 shares; 2025Q1: 39,022 shares; 2025Q2: 43,236 shares; 2025Q3: 46,002 shares; 2025Q4: 50,056 shares; 2026Q1: 84,506 shares; 2026Q2: 86,479 shares 86,479 $4.13M 0.13% +1,973 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,696 shares; 2024Q4: 121,950 shares; 2025Q1: 136,583 shares; 2025Q2: 173,723 shares; 2025Q3: 174,409 shares; 2025Q4: 192,914 shares; 2026Q1: 189,261 shares; 2026Q2: 183,412 shares 183,412 $4.09M 0.13% -5,849 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,964 shares; 2024Q4: 84,964 shares; 2025Q1: 84,964 shares; 2025Q2: 84,964 shares; 2025Q3: 84,964 shares; 2025Q4: 84,964 shares; 2026Q1: 84,964 shares; 2026Q2: 84,964 shares 84,964 $4.09M 0.13% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,721 shares; 2024Q4: 21,418 shares; 2025Q1: 20,548 shares; 2025Q2: 19,517 shares; 2025Q3: 19,668 shares; 2025Q4: 22,239 shares; 2026Q1: 31,978 shares; 2026Q2: 31,663 shares 31,663 $4.07M 0.13% -315 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,642 shares; 2024Q4: 13,944 shares; 2025Q1: 11,009 shares; 2025Q2: 11,546 shares; 2025Q3: 11,958 shares; 2025Q4: 38,188 shares; 2026Q1: 42,580 shares; 2026Q2: 40,981 shares 40,981 $4.06M 0.13% -1,599 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,629 shares; 2024Q4: 30,615 shares; 2025Q1: 28,588 shares; 2025Q2: 27,267 shares; 2025Q3: 27,267 shares; 2025Q4: 25,763 shares; 2026Q1: 27,738 shares; 2026Q2: 27,986 shares 27,986 $4.04M 0.13% +248 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,744 shares; 2024Q4: 48,370 shares; 2025Q1: 50,731 shares; 2025Q2: 16,621 shares; 2025Q3: 16,525 shares; 2025Q4: 16,298 shares; 2026Q1: 18,389 shares; 2026Q2: 17,678 shares 17,678 $4.01M 0.13% -711 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,622 shares; 2026Q1: 42,415 shares; 2026Q2: 48,768 shares 48,768 $4M 0.13% +6,353 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,267 shares; 2024Q4: 4,966 shares; 2025Q1: 4,925 shares; 2025Q2: 4,402 shares; 2025Q3: 3,674 shares; 2025Q4: 5,579 shares; 2026Q1: 5,840 shares; 2026Q2: 6,245 shares 6,245 $4M 0.13% +405 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,215 shares 21,215 $3.98M 0.13% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,165 shares; 2024Q4: 130,100 shares; 2025Q1: 136,125 shares; 2025Q2: 122,245 shares; 2025Q3: 122,399 shares; 2025Q4: 127,073 shares; 2026Q1: 167,656 shares; 2026Q2: 178,443 shares 178,443 $3.98M 0.13% +10,787 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,841 shares; 2024Q4: 34,410 shares; 2025Q1: 35,738 shares; 2025Q2: 50,277 shares; 2025Q3: 54,420 shares; 2025Q4: 50,646 shares; 2026Q1: 60,263 shares; 2026Q2: 36,397 shares 36,397 $3.9M 0.13% -23,866 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,064 shares; 2025Q1: 8,944 shares; 2025Q2: 14,724 shares; 2025Q3: 15,593 shares; 2025Q4: 15,665 shares; 2026Q1: 20,702 shares; 2026Q2: 22,691 shares 22,691 $3.85M 0.13% +1,989 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,087 shares; 2024Q4: 42,607 shares; 2025Q1: 44,038 shares; 2025Q2: 37,729 shares; 2025Q3: 36,869 shares; 2025Q4: 44,208 shares; 2026Q1: 44,571 shares; 2026Q2: 43,254 shares 43,254 $3.83M 0.13% -1,317 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,833 shares; 2024Q4: 15,862 shares; 2025Q1: 15,759 shares; 2025Q2: 15,538 shares; 2025Q3: 15,609 shares; 2025Q4: 15,769 shares; 2026Q1: 17,232 shares; 2026Q2: 15,809 shares 15,809 $3.83M 0.13% -1,423 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,116 shares; 2024Q4: 22,890 shares; 2025Q1: 20,864 shares; 2025Q2: 20,569 shares; 2025Q3: 20,427 shares; 2025Q4: 18,707 shares; 2026Q1: 18,672 shares; 2026Q2: 18,541 shares 18,541 $3.82M 0.13% -131 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,935 shares; 2024Q4: 14,205 shares; 2025Q1: 16,262 shares; 2025Q2: 21,371 shares; 2025Q3: 28,746 shares; 2025Q4: 27,847 shares; 2026Q1: 163,006 shares; 2026Q2: 94,309 shares 94,309 $3.8M 0.12% -68,697 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,381 shares; 2024Q4: 20,104 shares; 2025Q1: 32,726 shares; 2025Q2: 40,534 shares; 2025Q3: 100,648 shares; 2025Q4: 100,046 shares; 2026Q1: 96,003 shares; 2026Q2: 71,931 shares 71,931 $3.77M 0.12% -24,072 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,765 shares; 2024Q4: 3,910 shares; 2025Q1: 4,084 shares; 2025Q2: 4,251 shares; 2025Q3: 4,418 shares; 2025Q4: 29,987 shares; 2026Q1: 30,641 shares; 2026Q2: 39,806 shares 39,806 $3.76M 0.12% +9,165 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,853 shares; 2024Q4: 3,516 shares; 2025Q1: 3,817 shares; 2025Q2: 4,123 shares; 2025Q3: 4,164 shares; 2025Q4: 4,297 shares; 2026Q1: 10,207 shares; 2026Q2: 10,288 shares 10,288 $3.73M 0.12% +81 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,099 shares; 2024Q4: 7,466 shares; 2025Q1: 8,089 shares; 2025Q2: 7,911 shares; 2025Q3: 8,235 shares; 2025Q4: 13,152 shares; 2026Q1: 19,258 shares; 2026Q2: 20,934 shares 20,934 $3.7M 0.12% +1,676 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,896 shares; 2024Q4: 6,043 shares; 2025Q1: 6,164 shares; 2025Q2: 6,073 shares; 2025Q3: 5,950 shares; 2025Q4: 6,185 shares; 2026Q1: 6,747 shares; 2026Q2: 7,097 shares 7,097 $3.68M 0.12% +350 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,215 shares; 2025Q1: 20,071 shares; 2025Q2: 37,738 shares; 2025Q3: 39,800 shares; 2025Q4: 42,464 shares; 2026Q1: 104,598 shares; 2026Q2: 97,959 shares 97,959 $3.67M 0.12% -6,639 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,603 shares; 2024Q4: 6,380 shares; 2025Q1: 4,139 shares; 2025Q2: 4,710 shares; 2025Q3: 3,658 shares; 2025Q4: 3,847 shares; 2026Q1: 45,635 shares; 2026Q2: 47,741 shares 47,741 $3.66M 0.12% +2,106 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,136 shares; 2025Q4: 9,019 shares; 2026Q1: 86,925 shares; 2026Q2: 89,682 shares 89,682 $3.66M 0.12% +2,757 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,149 shares; 2024Q4: 11,139 shares; 2025Q1: 11,056 shares; 2025Q2: 10,878 shares; 2025Q3: 10,917 shares; 2025Q4: 10,682 shares; 2026Q1: 10,372 shares; 2026Q2: 9,992 shares 9,992 $3.65M 0.12% -380 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,723 shares; 2024Q4: 7,201 shares; 2025Q1: 14,662 shares; 2025Q2: 25,516 shares; 2025Q3: 42,150 shares; 2025Q4: 41,618 shares; 2026Q1: 45,949 shares; 2026Q2: 50,032 shares 50,032 $3.61M 0.12% +4,083 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,448 shares; 2024Q4: 23,608 shares; 2025Q1: 21,699 shares; 2025Q2: 22,161 shares; 2025Q3: 22,293 shares; 2025Q4: 22,895 shares; 2026Q1: 22,993 shares; 2026Q2: 23,318 shares 23,318 $3.53M 0.12% +325 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,718 shares; 2024Q4: 20,686 shares; 2025Q1: 20,430 shares; 2025Q2: 20,128 shares; 2025Q3: 20,503 shares; 2025Q4: 21,371 shares; 2026Q1: 23,133 shares; 2026Q2: 23,063 shares 23,063 $3.51M 0.11% -70 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,672 shares; 2024Q4: 52,768 shares; 2025Q1: 60,804 shares; 2025Q2: 61,510 shares; 2025Q3: 61,708 shares; 2025Q4: 64,055 shares; 2026Q1: 72,177 shares; 2026Q2: 75,887 shares 75,887 $3.5M 0.11% +3,710 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,060 shares; 2024Q4: 63,626 shares; 2025Q1: 63,523 shares; 2025Q2: 51,864 shares; 2025Q3: 43,855 shares; 2025Q4: 42,648 shares; 2026Q1: 38,551 shares; 2026Q2: 33,621 shares 33,621 $3.5M 0.11% -4,930 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,689 shares; 2024Q4: 40,063 shares; 2025Q1: 42,748 shares; 2025Q2: 40,820 shares; 2025Q3: 42,578 shares; 2025Q4: 40,646 shares; 2026Q1: 42,366 shares; 2026Q2: 46,451 shares 46,451 $3.48M 0.11% +4,085 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,868 shares; 2024Q4: 26,440 shares; 2025Q1: 26,265 shares; 2025Q2: 23,470 shares; 2025Q3: 22,949 shares; 2025Q4: 21,756 shares; 2026Q1: 21,389 shares; 2026Q2: 22,162 shares 22,162 $3.46M 0.11% +773 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,863 shares; 2024Q4: 40,782 shares; 2025Q1: 68,765 shares; 2025Q2: 70,261 shares; 2025Q3: 78,148 shares; 2025Q4: 82,981 shares; 2026Q1: 97,252 shares; 2026Q2: 100,038 shares 100,038 $3.46M 0.11% +2,786 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,120 shares; 2024Q4: 104,818 shares; 2025Q1: 90,337 shares; 2025Q2: 86,891 shares; 2025Q3: 89,849 shares; 2025Q4: 94,968 shares; 2026Q1: 94,712 shares; 2026Q2: 93,980 shares 93,980 $3.46M 0.11% -732 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,707 shares; 2024Q4: 19,822 shares; 2025Q1: 19,620 shares; 2025Q2: 16,354 shares; 2025Q3: 21,638 shares; 2025Q4: 22,961 shares; 2026Q1: 50,427 shares; 2026Q2: 55,995 shares 55,995 $3.44M 0.11% +5,568 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,068 shares; 2024Q4: 10,109 shares; 2025Q1: 10,269 shares; 2025Q2: 8,735 shares; 2025Q3: 24,654 shares; 2025Q4: 27,291 shares; 2026Q1: 50,371 shares; 2026Q2: 54,266 shares 54,266 $3.42M 0.11% +3,895 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,915 shares; 2024Q4: 33,315 shares; 2025Q1: 31,706 shares; 2025Q2: 31,065 shares; 2025Q3: 22,073 shares; 2025Q4: 26,248 shares; 2026Q1: 37,980 shares; 2026Q2: 38,790 shares 38,790 $3.4M 0.11% +810 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,562 shares; 2024Q4: 14,826 shares; 2025Q1: 24,958 shares; 2025Q2: 25,130 shares; 2025Q3: 25,201 shares; 2025Q4: 26,161 shares; 2026Q1: 26,265 shares; 2026Q2: 26,545 shares 26,545 $3.39M 0.11% +280 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,860 shares; 2024Q4: 36,501 shares; 2025Q1: 23,639 shares; 2025Q2: 21,463 shares; 2025Q3: 20,029 shares; 2025Q4: 18,772 shares; 2026Q1: 17,950 shares; 2026Q2: 17,471 shares 17,471 $3.39M 0.11% -479 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,371 shares; 2024Q4: 3,236 shares; 2025Q1: 3,206 shares; 2025Q2: 2,985 shares; 2025Q3: 3,800 shares; 2025Q4: 4,369 shares; 2026Q1: 11,300 shares; 2026Q2: 11,333 shares 11,333 $3.38M 0.11% +33 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,042 shares; 2025Q3: 103,611 shares; 2025Q4: 159,380 shares; 2026Q1: 55,526 shares; 2026Q2: 55,099 shares 55,099 $3.37M 0.11% -427 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,667 shares; 2024Q4: 25,509 shares; 2025Q1: 23,981 shares; 2025Q2: 27,160 shares; 2025Q3: 28,922 shares; 2025Q4: 30,562 shares; 2026Q1: 31,740 shares; 2026Q2: 35,111 shares 35,111 $3.37M 0.11% +3,371 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 3,048 shares; 2025Q1: 3,104 shares; 2025Q2: 3,235 shares; 2025Q3: 3,303 shares; 2025Q4: 3,403 shares; 2026Q1: 3,379 shares; 2026Q2: 3,446 shares 3,446 $3.37M 0.11% +67 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,642 shares; 2024Q4: 50,588 shares; 2025Q1: 49,336 shares; 2025Q2: 38,350 shares; 2025Q3: 35,620 shares; 2025Q4: 39,156 shares; 2026Q1: 53,000 shares; 2026Q2: 57,134 shares 57,134 $3.37M 0.11% +4,134 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,646 shares; 2026Q2: 36,339 shares 36,339 $3.35M 0.11% +693 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,596 shares; 2024Q4: 3,626 shares; 2025Q1: 3,735 shares; 2025Q2: 4,243 shares; 2025Q3: 4,023 shares; 2025Q4: 4,160 shares; 2026Q1: 4,829 shares; 2026Q2: 4,598 shares 4,598 $3.32M 0.11% -231 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,510 shares 4,510 $3.32M 0.11% new XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,130 shares; 2024Q4: 35,160 shares; 2025Q1: 3,485 shares; 2025Q2: 4,003 shares; 2025Q3: 5,582 shares; 2025Q4: 27,753 shares; 2026Q1: 24,327 shares; 2026Q2: 29,215 shares 29,215 $3.3M 0.11% +4,888 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,846 shares; 2024Q4: 4,732 shares; 2025Q1: 4,638 shares; 2025Q2: 4,643 shares; 2025Q3: 4,371 shares; 2025Q4: 10,193 shares; 2026Q1: 72,629 shares; 2026Q2: 65,423 shares 65,423 $3.26M 0.11% -7,206 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,715 shares; 2024Q4: 23,070 shares; 2025Q1: 25,875 shares; 2025Q2: 27,895 shares; 2025Q3: 22,500 shares; 2025Q4: 33,505 shares; 2026Q1: 36,069 shares; 2026Q2: 32,741 shares 32,741 $3.25M 0.11% -3,328 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,612 shares; 2024Q4: 17,182 shares; 2025Q1: 17,382 shares; 2025Q2: 19,080 shares; 2025Q3: 20,407 shares; 2025Q4: 68,207 shares; 2026Q1: 59,855 shares; 2026Q2: 60,454 shares 60,454 $3.23M 0.11% +599 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,913 shares; 2024Q4: 6,097 shares; 2025Q1: 6,584 shares; 2025Q2: 7,232 shares; 2025Q3: 6,711 shares; 2025Q4: 7,804 shares; 2026Q1: 11,213 shares; 2026Q2: 11,470 shares 11,470 $3.23M 0.11% +257 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,527 shares; 2024Q4: 8,080 shares; 2025Q1: 8,068 shares; 2025Q2: 8,473 shares; 2025Q3: 8,451 shares; 2025Q4: 8,429 shares; 2026Q1: 9,716 shares; 2026Q2: 9,397 shares 9,397 $3.18M 0.1% -319 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,643 shares; 2024Q4: 2,753 shares; 2025Q1: 2,926 shares; 2025Q2: 2,692 shares; 2025Q3: 3,390 shares; 2025Q4: 4,494 shares; 2026Q1: 5,918 shares; 2026Q2: 6,333 shares 6,333 $3.17M 0.1% +415 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,297 shares; 2024Q4: 25,556 shares; 2025Q1: 25,216 shares; 2025Q2: 24,239 shares; 2025Q3: 24,453 shares; 2025Q4: 22,884 shares; 2026Q1: 20,139 shares; 2026Q2: 18,651 shares 18,651 $3.17M 0.1% -1,488 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,037 shares; 2026Q2: 77,080 shares 77,080 $3.16M 0.1% +5,043 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,855 shares; 2024Q4: 41,080 shares; 2025Q1: 38,652 shares; 2025Q2: 37,991 shares; 2025Q3: 37,860 shares; 2025Q4: 50,563 shares; 2026Q1: 50,011 shares; 2026Q2: 50,422 shares 50,422 $3.15M 0.1% +411 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,579 shares; 2024Q4: 86,464 shares; 2025Q1: 102,858 shares; 2025Q2: 107,262 shares; 2025Q3: 115,805 shares; 2025Q4: 121,364 shares; 2026Q1: 135,369 shares; 2026Q2: 120,272 shares 120,272 $3.15M 0.1% -15,097 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,934 shares; 2025Q3: 10,235 shares; 2025Q4: 11,824 shares; 2026Q1: 20,211 shares; 2026Q2: 26,928 shares 26,928 $3.12M 0.1% +6,717 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,564 shares; 2024Q4: 14,378 shares; 2025Q1: 14,637 shares; 2025Q2: 14,943 shares; 2025Q3: 24,060 shares; 2025Q4: 21,478 shares; 2026Q1: 18,167 shares; 2026Q2: 26,414 shares 26,414 $3.11M 0.1% +8,247 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,908 shares; 2026Q2: 61,073 shares 61,073 $3.1M 0.1% +53,165 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,174 shares; 2025Q1: 30,604 shares; 2025Q2: 31,960 shares; 2025Q3: 33,819 shares; 2025Q4: 34,202 shares; 2026Q1: 33,031 shares; 2026Q2: 37,389 shares 37,389 $3.08M 0.1% +4,358 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,769 shares; 2024Q4: 34,081 shares; 2025Q1: 42,581 shares; 2025Q2: 43,581 shares; 2025Q3: 41,437 shares; 2025Q4: 41,437 shares; 2026Q1: 41,370 shares; 2026Q2: 105,618 shares 105,618 $3.06M 0.1% +64,248 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,387 shares; 2026Q1: 150,731 shares; 2026Q2: 161,762 shares 161,762 $3.05M 0.1% +11,031 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,795 shares; 2025Q1: 2,959 shares; 2025Q2: 4,592 shares; 2025Q3: 5,925 shares; 2025Q4: 6,378 shares; 2026Q1: 8,493 shares; 2026Q2: 9,515 shares 9,515 $3M 0.1% +1,022 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,599 shares; 2024Q4: 37,813 shares; 2025Q1: 39,263 shares; 2025Q2: 39,224 shares; 2025Q3: 37,915 shares; 2025Q4: 37,221 shares; 2026Q1: 47,219 shares; 2026Q2: 49,450 shares 49,450 $2.99M 0.1% +2,231 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares; 2025Q4: 38,804 shares; 2026Q1: 47,358 shares; 2026Q2: 53,296 shares 53,296 $2.96M 0.1% +5,938 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,643 shares; 2024Q4: 6,320 shares; 2025Q1: 6,413 shares; 2025Q2: 6,389 shares; 2025Q3: 6,059 shares; 2025Q4: 6,291 shares; 2026Q1: 52,792 shares; 2026Q2: 53,787 shares 53,787 $2.94M 0.1% +995 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,787 shares 78,787 $2.93M 0.1% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,136 shares; 2024Q4: 16,884 shares; 2025Q1: 14,205 shares; 2025Q2: 15,186 shares; 2025Q3: 14,974 shares; 2025Q4: 15,033 shares; 2026Q1: 29,642 shares; 2026Q2: 30,225 shares 30,225 $2.91M 0.1% +583 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,212 shares; 2024Q4: 13,457 shares; 2025Q1: 21,207 shares; 2025Q2: 20,670 shares; 2025Q3: 17,571 shares; 2025Q4: 13,459 shares; 2026Q1: 21,223 shares; 2026Q2: 20,824 shares 20,824 $2.91M 0.1% -399 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,668 shares; 2025Q4: 6,422 shares; 2026Q1: 19,900 shares; 2026Q2: 31,808 shares 31,808 $2.9M 0.09% +11,908 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,158 shares; 2024Q4: 4,373 shares; 2025Q1: 3,933 shares; 2025Q2: 3,774 shares; 2025Q3: 3,735 shares; 2025Q4: 3,721 shares; 2026Q1: 10,570 shares; 2026Q2: 10,645 shares 10,645 $2.9M 0.09% +75 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,856 shares; 2024Q4: 4,716 shares; 2025Q1: 4,381 shares; 2025Q2: 4,437 shares; 2025Q3: 4,345 shares; 2025Q4: 5,620 shares; 2026Q1: 8,822 shares; 2026Q2: 35,716 shares 35,716 $2.88M 0.09% +26,894 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 5,271 shares; 2025Q1: 5,143 shares; 2025Q2: 5,485 shares; 2025Q3: 4,885 shares; 2025Q4: 9,079 shares; 2026Q1: 9,461 shares; 2026Q2: 9,466 shares 9,466 $2.87M 0.09% +5 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,389 shares; 2025Q1: 8,547 shares; 2025Q2: 19,892 shares; 2025Q3: 24,531 shares; 2025Q4: 37,130 shares; 2026Q1: 36,791 shares; 2026Q2: 35,934 shares 35,934 $2.85M 0.09% -857 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,095 shares; 2024Q4: 1,897 shares; 2025Q1: 1,769 shares; 2025Q2: 1,691 shares; 2025Q3: 1,680 shares; 2025Q4: 11,636 shares; 2026Q1: 11,626 shares; 2026Q2: 11,511 shares 11,511 $2.83M 0.09% -115 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,211 shares; 2024Q4: 26,158 shares; 2025Q1: 26,932 shares; 2025Q2: 27,382 shares; 2025Q3: 26,394 shares; 2025Q4: 31,775 shares; 2026Q1: 38,572 shares; 2026Q2: 34,075 shares 34,075 $2.83M 0.09% -4,497 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,558 shares; 2024Q4: 3,176 shares; 2025Q1: 3,294 shares; 2025Q2: 3,363 shares; 2025Q3: 3,558 shares; 2025Q4: 14,493 shares; 2026Q1: 19,660 shares; 2026Q2: 28,399 shares 28,399 $2.82M 0.09% +8,739 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,796 shares; 2024Q4: 5,606 shares; 2025Q1: 6,218 shares; 2025Q2: 6,533 shares; 2025Q3: 8,163 shares; 2025Q4: 7,390 shares; 2026Q1: 7,360 shares; 2026Q2: 9,443 shares 9,443 $2.81M 0.09% +2,083 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,164 shares; 2024Q4: 11,307 shares; 2025Q1: 9,719 shares; 2025Q2: 9,495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,232 shares; 2026Q2: 60,785 shares 60,785 $2.81M 0.09% +52,553 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 10,420 shares; 2025Q1: 12,464 shares; 2025Q2: 12,985 shares; 2025Q3: 13,803 shares; 2025Q4: 9,507 shares; 2026Q1: 14,951 shares; 2026Q2: 19,141 shares 19,141 $2.81M 0.09% +4,190 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,422 shares; 2024Q4: 1,452 shares; 2025Q1: 1,725 shares; 2025Q2: 1,110 shares; 2025Q3: 1,169 shares; 2025Q4: 1,215 shares; 2026Q1: 2,718 shares; 2026Q2: 2,764 shares 2,764 $2.8M 0.09% +46 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,879 shares; 2024Q4: 3,605 shares; 2025Q1: 4,355 shares; 2025Q2: 4,340 shares; 2025Q3: 4,337 shares; 2025Q4: 4,379 shares; 2026Q1: 5,554 shares; 2026Q2: 5,478 shares 5,478 $2.79M 0.09% -76 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,988 shares; 2025Q4: 2,922 shares; 2026Q1: 3,351 shares; 2026Q2: 3,325 shares 3,325 $2.76M 0.09% -26 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,278 shares; 2026Q2: 131,722 shares 131,722 $2.74M 0.09% +75,444 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,528 shares; 2024Q4: 10,222 shares; 2025Q1: 10,051 shares; 2025Q2: 9,679 shares; 2025Q3: 9,455 shares; 2025Q4: 11,041 shares; 2026Q1: 33,040 shares; 2026Q2: 34,609 shares 34,609 $2.74M 0.09% +1,569 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,917 shares; 2024Q4: 18,247 shares; 2025Q1: 17,703 shares; 2025Q2: 17,600 shares; 2025Q3: 19,281 shares; 2025Q4: 26,447 shares; 2026Q1: 26,930 shares; 2026Q2: 28,860 shares 28,860 $2.73M 0.09% +1,930 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,053 shares; 2024Q4: 9,241 shares; 2025Q1: 10,768 shares; 2025Q2: 9,590 shares; 2025Q3: 10,271 shares; 2025Q4: 9,588 shares; 2026Q1: 12,188 shares; 2026Q2: 12,733 shares 12,733 $2.71M 0.09% +545 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,964 shares; 2026Q2: 55,108 shares 55,108 $2.7M 0.09% +3,144 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,985 shares 59,985 $2.7M 0.09% new Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,733 shares; 2025Q4: 24,623 shares; 2026Q1: 69,115 shares; 2026Q2: 71,558 shares 71,558 $2.67M 0.09% +2,443 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,505 shares; 2024Q4: 21,483 shares; 2025Q1: 21,215 shares; 2025Q2: 20,403 shares; 2025Q3: 16,439 shares; 2025Q4: 18,659 shares; 2026Q1: 25,599 shares; 2026Q2: 25,629 shares 25,629 $2.66M 0.09% +30 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,693 shares; 2024Q4: 16,647 shares; 2025Q1: 16,633 shares; 2025Q2: 16,951 shares; 2025Q3: 16,651 shares; 2025Q4: 20,339 shares; 2026Q1: 21,473 shares; 2026Q2: 95,580 shares 95,580 $2.62M 0.09% +74,107 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,620 shares; 2025Q3: 31,665 shares; 2025Q4: 58,861 shares; 2026Q1: 71,808 shares; 2026Q2: 63,738 shares 63,738 $2.62M 0.09% -8,070 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 2,285 shares; 2025Q1: 2,355 shares; 2025Q2: 2,525 shares; 2025Q3: 2,429 shares; 2025Q4: 2,834 shares; 2026Q1: 7,988 shares; 2026Q2: 9,208 shares 9,208 $2.61M 0.09% +1,220 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: 805 shares; 2025Q3: 871 shares; 2025Q4: 815 shares; 2026Q1: 12,488 shares; 2026Q2: 11,765 shares 11,765 $2.6M 0.08% -723 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,075 shares; 2024Q4: 9,128 shares; 2025Q1: 9,126 shares; 2025Q2: 8,527 shares; 2025Q3: 8,325 shares; 2025Q4: 8,237 shares; 2026Q1: 8,236 shares; 2026Q2: 8,218 shares 8,218 $2.57M 0.08% -18 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,512 shares; 2024Q4: 65,818 shares; 2025Q1: 66,818 shares; 2025Q2: 68,253 shares; 2025Q3: 67,719 shares; 2025Q4: 66,907 shares; 2026Q1: 66,814 shares; 2026Q2: 20,101 shares 20,101 $2.57M 0.08% -46,713 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,380 shares; 2024Q4: 4,498 shares; 2025Q1: 4,259 shares; 2025Q2: 4,093 shares; 2025Q3: 4,100 shares; 2025Q4: 4,376 shares; 2026Q1: 15,202 shares; 2026Q2: 15,166 shares 15,166 $2.56M 0.08% -36 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,668 shares; 2024Q4: 25,527 shares; 2025Q1: 25,213 shares; 2025Q2: 23,573 shares; 2025Q3: 26,515 shares; 2025Q4: 31,812 shares; 2026Q1: 30,081 shares; 2026Q2: 34,844 shares 34,844 $2.56M 0.08% +4,763 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,572 shares; 2024Q4: 12,959 shares; 2025Q1: 12,601 shares; 2025Q2: 12,468 shares; 2025Q3: 12,460 shares; 2025Q4: 11,356 shares; 2026Q1: 15,737 shares; 2026Q2: 15,760 shares 15,760 $2.55M 0.08% +23 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,412 shares; 2024Q4: 15,164 shares; 2025Q1: 15,109 shares; 2025Q2: 15,292 shares; 2025Q3: 15,433 shares; 2025Q4: 15,657 shares; 2026Q1: 17,389 shares; 2026Q2: 17,445 shares 17,445 $2.55M 0.08% +56 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,886 shares; 2025Q4: 60,402 shares; 2026Q1: 61,396 shares; 2026Q2: 61,964 shares 61,964 $2.54M 0.08% +568 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,858 shares; 2024Q4: 4,078 shares; 2025Q1: 4,541 shares; 2025Q2: 4,914 shares; 2025Q3: 5,327 shares; 2025Q4: 5,194 shares; 2026Q1: 6,761 shares; 2026Q2: 6,205 shares 6,205 $2.53M 0.08% -556 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,514 shares; 2024Q4: 42,459 shares; 2025Q1: 48,791 shares; 2025Q2: 48,106 shares; 2025Q3: 48,893 shares; 2025Q4: 50,965 shares; 2026Q1: 55,168 shares; 2026Q2: 24,067 shares 24,067 $2.5M 0.08% -31,101 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,116 shares; 2024Q4: 14,854 shares; 2025Q1: 18,948 shares; 2025Q2: 26,904 shares; 2025Q3: 28,276 shares; 2025Q4: 30,108 shares; 2026Q1: 30,986 shares; 2026Q2: 40,284 shares 40,284 $2.48M 0.08% +9,298 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,945 shares; 2024Q4: 29,482 shares; 2025Q1: 29,465 shares; 2025Q2: 29,323 shares; 2025Q3: 29,908 shares; 2025Q4: 30,777 shares; 2026Q1: 34,404 shares; 2026Q2: 34,472 shares 34,472 $2.48M 0.08% +68 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,392 shares; 2024Q4: 12,557 shares; 2025Q1: 13,092 shares; 2025Q2: 13,307 shares; 2025Q3: 14,137 shares; 2025Q4: 15,615 shares; 2026Q1: 18,497 shares; 2026Q2: 13,067 shares 13,067 $2.48M 0.08% -5,430 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,304 shares; 2024Q4: 7,652 shares; 2025Q1: 7,817 shares; 2025Q2: 7,618 shares; 2025Q3: 7,625 shares; 2025Q4: 15,334 shares; 2026Q1: 21,511 shares; 2026Q2: 21,067 shares 21,067 $2.47M 0.08% -444 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,787 shares; 2024Q4: 12,709 shares; 2025Q1: 13,261 shares; 2025Q2: 13,490 shares; 2025Q3: 13,613 shares; 2025Q4: 16,374 shares; 2026Q1: 27,294 shares; 2026Q2: 27,156 shares 27,156 $2.46M 0.08% -138 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,273 shares; 2024Q4: 66,743 shares; 2025Q1: 65,058 shares; 2025Q2: 65,158 shares; 2025Q3: 64,053 shares; 2025Q4: 63,290 shares; 2026Q1: 103,898 shares; 2026Q2: 85,075 shares 85,075 $2.46M 0.08% -18,823 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,845 shares; 2024Q4: 12,599 shares; 2025Q1: 12,005 shares; 2025Q2: 11,167 shares; 2025Q3: 10,319 shares; 2025Q4: 10,758 shares; 2026Q1: 23,675 shares; 2026Q2: 23,676 shares 23,676 $2.42M 0.08% +1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,331 shares; 2024Q4: 43,746 shares; 2025Q1: 41,305 shares; 2025Q2: 39,385 shares; 2025Q3: 34,860 shares; 2025Q4: 49,047 shares; 2026Q1: 41,370 shares; 2026Q2: 38,804 shares 38,804 $2.41M 0.08% -2,566 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,071 shares; 2024Q4: 18,783 shares; 2025Q1: 18,832 shares; 2025Q2: 18,917 shares; 2025Q3: 17,840 shares; 2025Q4: 20,940 shares; 2026Q1: 24,027 shares; 2026Q2: 46,840 shares 46,840 $2.39M 0.08% +22,813 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,390 shares; 2026Q1: 66,716 shares; 2026Q2: 63,604 shares 63,604 $2.39M 0.08% -3,112 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,029 shares; 2024Q4: 7,726 shares; 2025Q1: 7,650 shares; 2025Q2: 8,362 shares; 2025Q3: 8,218 shares; 2025Q4: 8,336 shares; 2026Q1: 10,984 shares; 2026Q2: 11,034 shares 11,034 $2.39M 0.08% +50 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,534 shares; 2024Q4: 10,150 shares; 2025Q1: 10,150 shares; 2025Q2: 10,150 shares; 2025Q3: 10,150 shares; 2025Q4: 10,416 shares; 2026Q1: 28,575 shares; 2026Q2: 116,355 shares 116,355 $2.37M 0.08% +87,780 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,461 shares; 2024Q4: 10,363 shares; 2025Q1: 11,901 shares; 2025Q2: 11,611 shares; 2025Q3: 11,535 shares; 2025Q4: 11,387 shares; 2026Q1: 54,371 shares; 2026Q2: 57,607 shares 57,607 $2.34M 0.08% +3,236 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,598 shares; 2025Q4: 8,313 shares; 2026Q1: 60,569 shares; 2026Q2: 78,640 shares 78,640 $2.34M 0.08% +18,071 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,436 shares; 2024Q4: 23,086 shares; 2025Q1: 22,733 shares; 2025Q2: 19,753 shares; 2025Q3: 18,622 shares; 2025Q4: 20,629 shares; 2026Q1: 21,026 shares; 2026Q2: 21,166 shares 21,166 $2.33M 0.08% +140 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,096 shares; 2025Q4: 20,710 shares; 2026Q1: 29,089 shares; 2026Q2: 31,348 shares 31,348 $2.33M 0.08% +2,259 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,613 shares; 2024Q4: 7,838 shares; 2025Q1: 7,912 shares; 2025Q2: 7,817 shares; 2025Q3: 7,954 shares; 2025Q4: 8,238 shares; 2026Q1: 8,833 shares; 2026Q2: 8,002 shares 8,002 $2.33M 0.08% -831 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,850 shares; 2025Q4: 32,510 shares; 2026Q1: 36,870 shares; 2026Q2: 40,138 shares 40,138 $2.31M 0.08% +3,268 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,427 shares; 2024Q4: 17,815 shares; 2025Q1: 18,426 shares; 2025Q2: 21,243 shares; 2025Q3: 22,106 shares; 2025Q4: 47,951 shares; 2026Q1: 58,030 shares; 2026Q2: 50,979 shares 50,979 $2.31M 0.08% -7,051 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,362 shares; 2024Q4: 35,387 shares; 2025Q1: 42,187 shares; 2025Q2: 42,187 shares; 2025Q3: 61,999 shares; 2025Q4: 72,486 shares; 2026Q1: 95,347 shares; 2026Q2: 76,929 shares 76,929 $2.31M 0.08% -18,418 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,934 shares; 2025Q4: 5,168 shares; 2026Q1: 42,930 shares; 2026Q2: 45,258 shares 45,258 $2.29M 0.07% +2,328 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,566 shares; 2024Q4: 97,466 shares; 2025Q1: 95,143 shares; 2025Q2: 101,278 shares; 2025Q3: 100,681 shares; 2025Q4: 100,354 shares; 2026Q1: 114,867 shares; 2026Q2: 110,454 shares 110,454 $2.29M 0.07% -4,413 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,587 shares; 2026Q2: 22,509 shares 22,509 $2.28M 0.07% +6,922 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,254 shares 13,254 $2.26M 0.07% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,191 shares; 2024Q4: 13,581 shares; 2025Q1: 13,129 shares; 2025Q2: 12,370 shares; 2025Q3: 13,725 shares; 2025Q4: 15,513 shares; 2026Q1: 23,582 shares; 2026Q2: 23,485 shares 23,485 $2.25M 0.07% -97 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,043 shares; 2024Q4: 10,999 shares; 2025Q1: 11,011 shares; 2025Q2: 12,159 shares; 2025Q3: 10,832 shares; 2025Q4: 13,365 shares; 2026Q1: 16,227 shares; 2026Q2: 16,584 shares 16,584 $2.25M 0.07% +357 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,572 shares; 2026Q2: 48,245 shares 48,245 $2.22M 0.07% +2,673 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,894 shares; 2024Q4: 46,711 shares; 2025Q1: 44,707 shares; 2025Q2: 44,873 shares; 2025Q3: 44,404 shares; 2025Q4: 58,964 shares; 2026Q1: 71,580 shares; 2026Q2: 74,930 shares 74,930 $2.2M 0.07% +3,350 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,075 shares; 2026Q2: 44,646 shares 44,646 $2.17M 0.07% +2,571 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,384 shares; 2024Q4: 3,703 shares; 2025Q1: 4,732 shares; 2025Q2: 3,954 shares; 2025Q3: 4,004 shares; 2025Q4: 4,671 shares; 2026Q1: 24,092 shares; 2026Q2: 19,408 shares 19,408 $2.14M 0.07% -4,684 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 2,748 shares; 2025Q1: 2,751 shares; 2025Q2: 2,908 shares; 2025Q3: 2,885 shares; 2025Q4: 2,848 shares; 2026Q1: 2,799 shares; 2026Q2: 2,818 shares 2,818 $2.13M 0.07% +19 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,349 shares; 2024Q4: 9,014 shares; 2025Q1: 8,232 shares; 2025Q2: 7,898 shares; 2025Q3: 7,592 shares; 2025Q4: 7,843 shares; 2026Q1: 7,733 shares; 2026Q2: 7,462 shares 7,462 $2.13M 0.07% -271 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,519 shares; 2026Q2: 35,978 shares 35,978 $2.12M 0.07% -5,541 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,972 shares; 2024Q4: 13,984 shares; 2025Q1: 14,847 shares; 2025Q2: 14,582 shares; 2025Q3: 10,466 shares; 2025Q4: 84,835 shares; 2026Q1: 38,493 shares; 2026Q2: 36,357 shares 36,357 $2.12M 0.07% -2,136 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,862 shares; 2024Q4: 13,098 shares; 2025Q1: 13,809 shares; 2025Q2: 14,029 shares; 2025Q3: 14,820 shares; 2025Q4: 19,629 shares; 2026Q1: 20,093 shares; 2026Q2: 23,506 shares 23,506 $2.11M 0.07% +3,413 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,650 shares; 2024Q4: 27,034 shares; 2025Q1: 30,099 shares; 2025Q2: 30,105 shares; 2025Q3: 29,462 shares; 2025Q4: 28,904 shares; 2026Q1: 69,227 shares; 2026Q2: 67,186 shares 67,186 $2.07M 0.07% -2,041 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,660 shares; 2024Q4: 7,893 shares; 2025Q1: 8,532 shares; 2025Q2: 11,832 shares; 2025Q3: 15,777 shares; 2025Q4: 17,590 shares; 2026Q1: 24,308 shares; 2026Q2: 26,993 shares 26,993 $2.07M 0.07% +2,685 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,794 shares; 2024Q4: 5,034 shares; 2025Q1: 4,781 shares; 2025Q2: 4,074 shares; 2025Q3: 3,992 shares; 2025Q4: 3,797 shares; 2026Q1: 6,969 shares; 2026Q2: 15,134 shares 15,134 $2.05M 0.07% +8,165 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,478 shares; 2025Q3: 9,570 shares; 2025Q4: 9,099 shares; 2026Q1: 35,995 shares; 2026Q2: 38,588 shares 38,588 $2.04M 0.07% +2,593 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,112 shares; 2024Q4: 14,447 shares; 2025Q1: 14,000 shares; 2025Q2: 14,003 shares; 2025Q3: 13,772 shares; 2025Q4: 25,449 shares; 2026Q1: 14,772 shares; 2026Q2: 13,882 shares 13,882 $2.03M 0.07% -890 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,830 shares; 2024Q4: 6,105 shares; 2025Q1: 6,445 shares; 2025Q2: 7,715 shares; 2025Q3: 6,527 shares; 2025Q4: 8,099 shares; 2026Q1: 36,190 shares; 2026Q2: 37,443 shares 37,443 $2.03M 0.07% +1,253 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,080 shares; 2024Q4: 7,406 shares; 2025Q1: 7,147 shares; 2025Q2: 7,163 shares; 2025Q3: 7,095 shares; 2025Q4: 6,666 shares; 2026Q1: 37,161 shares; 2026Q2: 43,341 shares 43,341 $2.03M 0.07% +6,180 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,889 shares; 2024Q4: 1,518 shares; 2025Q1: 1,629 shares; 2025Q2: 1,636 shares; 2025Q3: 1,617 shares; 2025Q4: 3,542 shares; 2026Q1: 6,206 shares; 2026Q2: 22,891 shares 22,891 $2.01M 0.07% +16,685 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,494 shares; 2024Q4: 10,987 shares; 2025Q1: 11,049 shares; 2025Q2: 11,059 shares; 2025Q3: 11,116 shares; 2025Q4: 11,518 shares; 2026Q1: 11,476 shares; 2026Q2: 11,744 shares 11,744 $2M 0.07% +268 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,967 shares; 2024Q4: 35,313 shares; 2025Q1: 38,045 shares; 2025Q2: 47,071 shares; 2025Q3: 52,599 shares; 2025Q4: 62,185 shares; 2026Q1: 77,933 shares; 2026Q2: 82,496 shares 82,496 $1.99M 0.06% +4,563 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,531 shares; 2026Q2: 62,442 shares 62,442 $1.98M 0.06% +28,911 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,762 shares; 2024Q4: 6,416 shares; 2025Q1: 6,816 shares; 2025Q2: 7,310 shares; 2025Q3: 7,267 shares; 2025Q4: 7,365 shares; 2026Q1: 14,267 shares; 2026Q2: 14,370 shares 14,370 $1.97M 0.06% +103 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,620 shares; 2026Q2: 91,594 shares 91,594 $1.96M 0.06% -8,026 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,146 shares; 2024Q4: not reported; 2025Q1: 739 shares; 2025Q2: 753 shares; 2025Q3: 679 shares; 2025Q4: 658 shares; 2026Q1: 2,704 shares; 2026Q2: 2,749 shares 2,749 $1.96M 0.06% +45 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,676 shares; 2024Q4: 20,391 shares; 2025Q1: 20,301 shares; 2025Q2: 20,298 shares; 2025Q3: 22,429 shares; 2025Q4: 23,007 shares; 2026Q1: 18,874 shares; 2026Q2: 20,826 shares 20,826 $1.95M 0.06% +1,952 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,018 shares; 2024Q4: 11,151 shares; 2025Q1: 8,827 shares; 2025Q2: 11,330 shares; 2025Q3: 45,480 shares; 2025Q4: 48,174 shares; 2026Q1: 43,153 shares; 2026Q2: 44,567 shares 44,567 $1.92M 0.06% +1,414 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,484 shares; 2024Q4: 34,430 shares; 2025Q1: 31,990 shares; 2025Q2: 31,749 shares; 2025Q3: 30,611 shares; 2025Q4: 27,690 shares; 2026Q1: 29,579 shares; 2026Q2: 27,827 shares 27,827 $1.91M 0.06% -1,752 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,685 shares; 2024Q4: 30,711 shares; 2025Q1: 30,803 shares; 2025Q2: 31,289 shares; 2025Q3: 31,409 shares; 2025Q4: 31,927 shares; 2026Q1: 31,780 shares; 2026Q2: 31,987 shares 31,987 $1.9M 0.06% +207 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 6,340 shares; 2025Q1: 5,769 shares; 2025Q2: 7,855 shares; 2025Q3: 7,863 shares; 2025Q4: 7,984 shares; 2026Q1: 9,263 shares; 2026Q2: 9,099 shares 9,099 $1.9M 0.06% -164 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,864 shares; 2024Q4: 46,825 shares; 2025Q1: 41,622 shares; 2025Q2: 39,831 shares; 2025Q3: 38,341 shares; 2025Q4: 69,499 shares; 2026Q1: 70,567 shares; 2026Q2: 70,295 shares 70,295 $1.9M 0.06% -272 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,937 shares; 2024Q4: 12,148 shares; 2025Q1: 9,900 shares; 2025Q2: 9,609 shares; 2025Q3: 8,205 shares; 2025Q4: 13,330 shares; 2026Q1: 23,503 shares; 2026Q2: 24,396 shares 24,396 $1.9M 0.06% +893 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,528 shares; 2024Q4: 4,522 shares; 2025Q1: 4,496 shares; 2025Q2: 4,186 shares; 2025Q3: 4,362 shares; 2025Q4: 13,359 shares; 2026Q1: 20,845 shares; 2026Q2: 22,153 shares 22,153 $1.89M 0.06% +1,308 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 530 shares; 2025Q1: 500 shares; 2025Q2: 586 shares; 2025Q3: 543 shares; 2025Q4: 596 shares; 2026Q1: 916 shares; 2026Q2: 947 shares 947 $1.88M 0.06% +31 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,005 shares; 2026Q1: 18,052 shares; 2026Q2: 19,125 shares 19,125 $1.88M 0.06% +1,073 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,283 shares; 2026Q2: 44,272 shares 44,272 $1.88M 0.06% -2,011 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,400 shares; 2024Q4: 51,111 shares; 2025Q1: 49,059 shares; 2025Q2: 45,850 shares; 2025Q3: 41,156 shares; 2025Q4: 40,046 shares; 2026Q1: 43,971 shares; 2026Q2: 36,430 shares 36,430 $1.87M 0.06% -7,541 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,227 shares; 2024Q4: 8,407 shares; 2025Q1: 8,380 shares; 2025Q2: 8,227 shares; 2025Q3: 8,254 shares; 2025Q4: 8,497 shares; 2026Q1: 9,480 shares; 2026Q2: 8,454 shares 8,454 $1.86M 0.06% -1,026 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,368 shares; 2026Q1: 147,117 shares; 2026Q2: 143,212 shares 143,212 $1.86M 0.06% -3,905 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,819 shares; 2024Q4: 6,796 shares; 2025Q1: 6,690 shares; 2025Q2: 7,204 shares; 2025Q3: 7,164 shares; 2025Q4: 7,170 shares; 2026Q1: 6,823 shares; 2026Q2: 6,794 shares 6,794 $1.83M 0.06% -29 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,198 shares; 2026Q2: 39,789 shares 39,789 $1.81M 0.06% +591 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,721 shares; 2024Q4: 17,379 shares; 2025Q1: 15,891 shares; 2025Q2: 12,050 shares; 2025Q3: 13,048 shares; 2025Q4: 13,779 shares; 2026Q1: 71,828 shares; 2026Q2: 73,274 shares 73,274 $1.8M 0.06% +1,446 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,078 shares; 2024Q4: 48,119 shares; 2025Q1: 49,563 shares; 2025Q2: 54,045 shares; 2025Q3: 54,474 shares; 2025Q4: 54,273 shares; 2026Q1: 55,155 shares; 2026Q2: 55,095 shares 55,095 $1.79M 0.06% -60 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,603 shares; 2024Q4: 4,603 shares; 2025Q1: 4,603 shares; 2025Q2: 4,603 shares; 2025Q3: 4,626 shares; 2025Q4: 4,599 shares; 2026Q1: 4,576 shares; 2026Q2: 4,526 shares 4,526 $1.79M 0.06% -50 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,255 shares; 2024Q4: 35,607 shares; 2025Q1: 32,705 shares; 2025Q2: 36,710 shares; 2025Q3: 36,758 shares; 2025Q4: 37,779 shares; 2026Q1: 37,668 shares; 2026Q2: 37,233 shares 37,233 $1.77M 0.06% -435 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 1,562 shares; 2025Q3: 1,817 shares; 2025Q4: 1,419 shares; 2026Q1: 1,645 shares; 2026Q2: 1,696 shares 1,696 $1.77M 0.06% +51 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,864 shares; 2024Q4: 3,889 shares; 2025Q1: 3,985 shares; 2025Q2: 4,412 shares; 2025Q3: 5,630 shares; 2025Q4: 9,081 shares; 2026Q1: 37,154 shares; 2026Q2: 26,351 shares 26,351 $1.75M 0.06% -10,803 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,102 shares; 2026Q2: 44,211 shares 44,211 $1.75M 0.06% +34,109 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,894 shares; 2024Q4: 6,891 shares; 2025Q1: 7,402 shares; 2025Q2: 7,476 shares; 2025Q3: 7,529 shares; 2025Q4: 7,467 shares; 2026Q1: 7,451 shares; 2026Q2: 7,855 shares 7,855 $1.75M 0.06% +404 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,018 shares; 2026Q2: 4,511 shares 4,511 $1.74M 0.06% -507 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,146 shares; 2025Q4: 23,726 shares; 2026Q1: 30,825 shares; 2026Q2: 35,560 shares 35,560 $1.74M 0.06% +4,735 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 421 shares; 2025Q1: 467 shares; 2025Q2: 488 shares; 2025Q3: 497 shares; 2025Q4: 903 shares; 2026Q1: 1,411 shares; 2026Q2: 1,525 shares 1,525 $1.73M 0.06% +114 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,675 shares 74,675 $1.73M 0.06% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,137 shares 47,137 $1.72M 0.06% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,037 shares; 2024Q4: 9,296 shares; 2025Q1: 10,440 shares; 2025Q2: 11,952 shares; 2025Q3: 11,179 shares; 2025Q4: 10,758 shares; 2026Q1: 12,493 shares; 2026Q2: 12,279 shares 12,279 $1.72M 0.06% -214 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,823 shares; 2025Q3: 27,480 shares; 2025Q4: 29,592 shares; 2026Q1: 32,245 shares; 2026Q2: 33,891 shares 33,891 $1.72M 0.06% +1,646 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,725 shares; 2024Q4: 9,947 shares; 2025Q1: 9,603 shares; 2025Q2: 9,605 shares; 2025Q3: 10,138 shares; 2025Q4: 10,849 shares; 2026Q1: 11,861 shares; 2026Q2: 11,750 shares 11,750 $1.7M 0.06% -111 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 4,418 shares; 2025Q1: 8,538 shares; 2025Q2: 8,388 shares; 2025Q3: 6,948 shares; 2025Q4: 40,729 shares; 2026Q1: 13,483 shares; 2026Q2: 16,776 shares 16,776 $1.69M 0.06% +3,293 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,012 shares; 2025Q1: 967 shares; 2025Q2: 1,103 shares; 2025Q3: 1,109 shares; 2025Q4: 1,060 shares; 2026Q1: 3,121 shares; 2026Q2: 20,396 shares 20,396 $1.69M 0.06% +17,275 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,161 shares; 2025Q4: 34,685 shares; 2026Q1: 43,873 shares; 2026Q2: 44,351 shares 44,351 $1.68M 0.06% +478 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,258 shares; 2025Q4: 9,259 shares; 2026Q1: 9,259 shares; 2026Q2: 9,079 shares 9,079 $1.68M 0.05% -180 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,402 shares; 2024Q4: 7,014 shares; 2025Q1: 6,866 shares; 2025Q2: 7,966 shares; 2025Q3: 7,675 shares; 2025Q4: 27,075 shares; 2026Q1: 19,860 shares; 2026Q2: 17,421 shares 17,421 $1.68M 0.05% -2,439 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,949 shares; 2024Q4: 13,716 shares; 2025Q1: 12,708 shares; 2025Q2: 11,605 shares; 2025Q3: 10,181 shares; 2025Q4: 11,690 shares; 2026Q1: 11,705 shares; 2026Q2: 15,570 shares 15,570 $1.68M 0.05% +3,865 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,152 shares; 2024Q4: 15,985 shares; 2025Q1: 16,101 shares; 2025Q2: 15,684 shares; 2025Q3: 14,770 shares; 2025Q4: 14,796 shares; 2026Q1: 14,914 shares; 2026Q2: 15,139 shares 15,139 $1.67M 0.05% +225 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,586 shares; 2024Q4: 28,187 shares; 2025Q1: 32,100 shares; 2025Q2: 30,423 shares; 2025Q3: 28,100 shares; 2025Q4: 32,556 shares; 2026Q1: 32,323 shares; 2026Q2: 34,388 shares 34,388 $1.67M 0.05% +2,065 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,120 shares; 2024Q4: 68,533 shares; 2025Q1: 70,072 shares; 2025Q2: 73,112 shares; 2025Q3: 73,545 shares; 2025Q4: 86,434 shares; 2026Q1: 86,328 shares; 2026Q2: 87,271 shares 87,271 $1.67M 0.05% +943 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,061 shares 32,061 $1.67M 0.05% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $1.65M 0.05% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,043 shares; 2024Q4: 5,927 shares; 2025Q1: 6,092 shares; 2025Q2: 9,439 shares; 2025Q3: 19,276 shares; 2025Q4: 20,571 shares; 2026Q1: 21,645 shares; 2026Q2: 13,829 shares 13,829 $1.65M 0.05% -7,816 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,627 shares; 2024Q4: 8,370 shares; 2025Q1: 8,684 shares; 2025Q2: 8,742 shares; 2025Q3: 8,742 shares; 2025Q4: 11,720 shares; 2026Q1: 11,549 shares; 2026Q2: 15,874 shares 15,874 $1.63M 0.05% +4,325 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,384 shares; 2025Q2: 10,384 shares; 2025Q3: 10,384 shares; 2025Q4: 19,060 shares; 2026Q1: 32,336 shares; 2026Q2: 58,273 shares 58,273 $1.63M 0.05% +25,937 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,619 shares; 2024Q4: 6,379 shares; 2025Q1: 6,248 shares; 2025Q2: 6,191 shares; 2025Q3: 6,348 shares; 2025Q4: 6,486 shares; 2026Q1: 7,590 shares; 2026Q2: 7,443 shares 7,443 $1.63M 0.05% -147 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,890 shares; 2024Q4: 20,854 shares; 2025Q1: 22,783 shares; 2025Q2: 19,460 shares; 2025Q3: 19,809 shares; 2025Q4: 20,210 shares; 2026Q1: 21,769 shares; 2026Q2: 31,062 shares 31,062 $1.63M 0.05% +9,293 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,019 shares; 2024Q4: 4,898 shares; 2025Q1: 5,628 shares; 2025Q2: 4,713 shares; 2025Q3: 4,928 shares; 2025Q4: 5,491 shares; 2026Q1: 20,382 shares; 2026Q2: 20,693 shares 20,693 $1.62M 0.05% +311 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,827 shares; 2024Q4: 22,148 shares; 2025Q1: 21,875 shares; 2025Q2: 21,429 shares; 2025Q3: 21,432 shares; 2025Q4: 21,332 shares; 2026Q1: 21,019 shares; 2026Q2: 21,157 shares 21,157 $1.61M 0.05% +138 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,093 shares; 2024Q4: 15,573 shares; 2025Q1: 16,150 shares; 2025Q2: 22,028 shares; 2025Q3: 24,121 shares; 2025Q4: 25,050 shares; 2026Q1: 25,298 shares; 2026Q2: 25,512 shares 25,512 $1.6M 0.05% +214 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,151 shares; 2026Q1: 18,246 shares; 2026Q2: 18,016 shares 18,016 $1.6M 0.05% -230 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,362 shares; 2025Q1: 11,663 shares; 2025Q2: 11,544 shares; 2025Q3: 26,997 shares; 2025Q4: 27,910 shares; 2026Q1: 36,618 shares; 2026Q2: 37,566 shares 37,566 $1.59M 0.05% +948 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,511 shares; 2024Q4: 17,847 shares; 2025Q1: 15,611 shares; 2025Q2: 14,943 shares; 2025Q3: 15,919 shares; 2025Q4: 14,809 shares; 2026Q1: 15,546 shares; 2026Q2: 16,599 shares 16,599 $1.58M 0.05% +1,053 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,026 shares; 2024Q4: 13,835 shares; 2025Q1: 15,904 shares; 2025Q2: 16,031 shares; 2025Q3: 20,029 shares; 2025Q4: 31,101 shares; 2026Q1: 59,505 shares; 2026Q2: 57,477 shares 57,477 $1.58M 0.05% -2,028 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,921 shares; 2024Q4: 23,199 shares; 2025Q1: 19,647 shares; 2025Q2: 22,866 shares; 2025Q3: 30,375 shares; 2025Q4: 35,566 shares; 2026Q1: 53,563 shares; 2026Q2: 68,549 shares 68,549 $1.56M 0.05% +14,986 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,306 shares; 2024Q4: 9,036 shares; 2025Q1: 8,194 shares; 2025Q2: 8,075 shares; 2025Q3: 8,265 shares; 2025Q4: 7,017 shares; 2026Q1: 17,302 shares; 2026Q2: 31,673 shares 31,673 $1.56M 0.05% +14,371 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,810 shares; 2026Q2: 22,823 shares 22,823 $1.55M 0.05% +13 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,918 shares; 2024Q4: 11,314 shares; 2025Q1: 12,050 shares; 2025Q2: 11,643 shares; 2025Q3: 9,752 shares; 2025Q4: 9,864 shares; 2026Q1: 14,663 shares; 2026Q2: 9,795 shares 9,795 $1.53M 0.05% -4,868 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: not reported; 2025Q4: 2,973 shares; 2026Q1: 19,171 shares; 2026Q2: 18,996 shares 18,996 $1.52M 0.05% -175 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,371 shares; 2024Q4: 7,093 shares; 2025Q1: 6,652 shares; 2025Q2: 6,788 shares; 2025Q3: 6,697 shares; 2025Q4: 6,221 shares; 2026Q1: 5,831 shares; 2026Q2: 5,679 shares 5,679 $1.5M 0.05% -152 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 4,252 shares; 2025Q1: 4,148 shares; 2025Q2: 6,915 shares; 2025Q3: 7,029 shares; 2025Q4: 7,021 shares; 2026Q1: 7,345 shares; 2026Q2: 7,463 shares 7,463 $1.5M 0.05% +118 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,634 shares; 2026Q2: 9,814 shares 9,814 $1.49M 0.05% +180 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,030 shares; 2026Q1: 22,938 shares; 2026Q2: 24,816 shares 24,816 $1.47M 0.05% +1,878 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,338 shares; 2024Q4: 14,896 shares; 2025Q1: 14,171 shares; 2025Q2: 13,845 shares; 2025Q3: 13,830 shares; 2025Q4: 19,488 shares; 2026Q1: 18,846 shares; 2026Q2: 18,302 shares 18,302 $1.47M 0.05% -544 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,853 shares; 2026Q1: 9,961 shares; 2026Q2: 16,521 shares 16,521 $1.47M 0.05% +6,560 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,099 shares; 2024Q4: 26,002 shares; 2025Q1: 21,028 shares; 2025Q2: 16,486 shares; 2025Q3: 14,557 shares; 2025Q4: 17,992 shares; 2026Q1: 42,020 shares; 2026Q2: 48,098 shares 48,098 $1.47M 0.05% +6,078 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 932 shares; 2025Q1: 918 shares; 2025Q2: 891 shares; 2025Q3: 930 shares; 2025Q4: 1,222 shares; 2026Q1: 3,738 shares; 2026Q2: 3,786 shares 3,786 $1.46M 0.05% +48 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,925 shares; 2025Q4: 22,841 shares; 2026Q1: 55,064 shares; 2026Q2: 33,773 shares 33,773 $1.46M 0.05% -21,291 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,444 shares; 2025Q1: 4,420 shares; 2025Q2: 4,470 shares; 2025Q3: 5,088 shares; 2025Q4: 8,708 shares; 2026Q1: 11,122 shares; 2026Q2: 12,337 shares 12,337 $1.44M 0.05% +1,215 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,656 shares; 2025Q3: 6,645 shares; 2025Q4: 15,151 shares; 2026Q1: 36,115 shares; 2026Q2: 36,710 shares 36,710 $1.44M 0.05% +595 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,604 shares; 2026Q2: 4,758 shares 4,758 $1.44M 0.05% +154 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,160 shares; 2024Q4: 4,784 shares; 2025Q1: 5,218 shares; 2025Q2: 5,970 shares; 2025Q3: 6,974 shares; 2025Q4: 7,495 shares; 2026Q1: 7,868 shares; 2026Q2: 8,093 shares 8,093 $1.43M 0.05% +225 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,904 shares; 2024Q4: 2,753 shares; 2025Q1: 2,156 shares; 2025Q2: 2,090 shares; 2025Q3: 1,929 shares; 2025Q4: 2,333 shares; 2026Q1: 11,881 shares; 2026Q2: 12,062 shares 12,062 $1.41M 0.05% +181 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,929 shares; 2024Q4: 25,360 shares; 2025Q1: 30,944 shares; 2025Q2: 29,235 shares; 2025Q3: 28,863 shares; 2025Q4: 39,641 shares; 2026Q1: 38,509 shares; 2026Q2: 38,220 shares 38,220 $1.41M 0.05% -289 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,151 shares; 2024Q4: 940 shares; 2025Q1: 1,493 shares; 2025Q2: 1,869 shares; 2025Q3: 2,305 shares; 2025Q4: 3,036 shares; 2026Q1: 4,675 shares; 2026Q2: 2,769 shares 2,769 $1.41M 0.05% -1,906 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,786 shares; 2024Q4: 16,249 shares; 2025Q1: 16,418 shares; 2025Q2: 16,368 shares; 2025Q3: 17,381 shares; 2025Q4: 17,683 shares; 2026Q1: 17,510 shares; 2026Q2: 18,510 shares 18,510 $1.4M 0.05% +1,000 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2,039 shares; 2025Q1: 2,040 shares; 2025Q2: 1,574 shares; 2025Q3: 2,505 shares; 2025Q4: 5,415 shares; 2026Q1: 5,211 shares; 2026Q2: 7,264 shares 7,264 $1.39M 0.05% +2,053 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,198 shares; 2026Q1: 21,192 shares; 2026Q2: 21,202 shares 21,202 $1.39M 0.05% +10 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,452 shares; 2026Q2: 12,378 shares 12,378 $1.38M 0.05% -74 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,515 shares; 2025Q4: 3,728 shares; 2026Q1: 3,781 shares; 2026Q2: 3,800 shares 3,800 $1.37M 0.04% +19 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,700 shares; 2024Q4: 72,216 shares; 2025Q1: 74,258 shares; 2025Q2: 72,888 shares; 2025Q3: 69,345 shares; 2025Q4: 64,214 shares; 2026Q1: 78,341 shares; 2026Q2: 81,936 shares 81,936 $1.37M 0.04% +3,595 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,247 shares; 2024Q4: 25,295 shares; 2025Q1: 25,175 shares; 2025Q2: 24,902 shares; 2025Q3: 29,729 shares; 2025Q4: 29,246 shares; 2026Q1: 63,922 shares; 2026Q2: 56,491 shares 56,491 $1.36M 0.04% -7,431 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,512 shares; 2024Q4: 49,332 shares; 2025Q1: 56,212 shares; 2025Q2: 55,062 shares; 2025Q3: 66,057 shares; 2025Q4: 66,759 shares; 2026Q1: 76,957 shares; 2026Q2: 73,575 shares 73,575 $1.36M 0.04% -3,382 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,187 shares; 2024Q4: 16,204 shares; 2025Q1: 16,220 shares; 2025Q2: 17,112 shares; 2025Q3: 18,895 shares; 2025Q4: 24,569 shares; 2026Q1: 24,423 shares; 2026Q2: 25,196 shares 25,196 $1.36M 0.04% +773 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,647 shares; 2024Q4: 41,799 shares; 2025Q1: 43,624 shares; 2025Q2: 44,348 shares; 2025Q3: 43,539 shares; 2025Q4: 50,351 shares; 2026Q1: 54,326 shares; 2026Q2: 52,860 shares 52,860 $1.36M 0.04% -1,466 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689 shares; 2024Q4: 3,570 shares; 2025Q1: 3,454 shares; 2025Q2: 3,633 shares; 2025Q3: 3,630 shares; 2025Q4: 3,593 shares; 2026Q1: 3,505 shares; 2026Q2: 3,486 shares 3,486 $1.36M 0.04% -19 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,836 shares; 2024Q4: 11,169 shares; 2025Q1: 13,076 shares; 2025Q2: 15,619 shares; 2025Q3: 15,251 shares; 2025Q4: 16,647 shares; 2026Q1: 33,030 shares; 2026Q2: 33,099 shares 33,099 $1.36M 0.04% +69 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,847 shares; 2024Q4: 32,498 shares; 2025Q1: 36,222 shares; 2025Q2: 34,236 shares; 2025Q3: 38,311 shares; 2025Q4: 49,695 shares; 2026Q1: 42,301 shares; 2026Q2: 31,119 shares 31,119 $1.36M 0.04% -11,182 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,731 shares; 2026Q2: 31,700 shares 31,700 $1.35M 0.04% +11,969 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 6,744 shares; 2025Q4: 7,854 shares; 2026Q1: 11,929 shares; 2026Q2: 14,335 shares 14,335 $1.35M 0.04% +2,406 Timeline BUFX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,943 shares; 2026Q2: 60,894 shares 60,894 $1.35M 0.04% -49 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 3,548 shares; 2025Q1: 9,857 shares; 2025Q2: 10,437 shares; 2025Q3: 10,703 shares; 2025Q4: 11,097 shares; 2026Q1: 11,388 shares; 2026Q2: 11,409 shares 11,409 $1.34M 0.04% +21 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,461 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,642 shares; 2026Q2: 5,744 shares 5,744 $1.34M 0.04% +102 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,925 shares; 2024Q4: 9,111 shares; 2025Q1: 8,601 shares; 2025Q2: 8,912 shares; 2025Q3: 8,847 shares; 2025Q4: 9,877 shares; 2026Q1: 10,412 shares; 2026Q2: 10,480 shares 10,480 $1.33M 0.04% +68 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,831 shares; 2024Q4: 27,043 shares; 2025Q1: 30,265 shares; 2025Q2: 28,890 shares; 2025Q3: 25,387 shares; 2025Q4: 34,673 shares; 2026Q1: 28,766 shares; 2026Q2: 26,182 shares 26,182 $1.33M 0.04% -2,584 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 1,059 shares; 2026Q1: 960 shares; 2026Q2: 962 shares 962 $1.31M 0.04% +2 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,936 shares; 2026Q2: 6,900 shares 6,900 $1.31M 0.04% -36 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,553 shares; 2024Q4: 16,781 shares; 2025Q1: 15,676 shares; 2025Q2: 15,003 shares; 2025Q3: 14,666 shares; 2025Q4: 15,148 shares; 2026Q1: 14,010 shares; 2026Q2: 13,421 shares 13,421 $1.3M 0.04% -589 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,513 shares; 2024Q4: 13,213 shares; 2025Q1: 14,150 shares; 2025Q2: 14,498 shares; 2025Q3: 14,507 shares; 2025Q4: 19,268 shares; 2026Q1: 21,132 shares; 2026Q2: 21,202 shares 21,202 $1.3M 0.04% +70 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,771 shares; 2024Q4: 3,484 shares; 2025Q1: 2,280 shares; 2025Q2: 1,688 shares; 2025Q3: 7,800 shares; 2025Q4: 9,060 shares; 2026Q1: 9,066 shares; 2026Q2: 11,004 shares 11,004 $1.29M 0.04% +1,938 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,644 shares; 2024Q4: 5,923 shares; 2025Q1: 5,730 shares; 2025Q2: 5,476 shares; 2025Q3: 5,471 shares; 2025Q4: 5,445 shares; 2026Q1: 15,914 shares; 2026Q2: 16,914 shares 16,914 $1.29M 0.04% +1,000 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares; 2026Q1: 11,499 shares; 2026Q2: 12,055 shares 12,055 $1.29M 0.04% +556 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,908 shares; 2026Q2: 13,350 shares 13,350 $1.29M 0.04% -558 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,455 shares; 2026Q2: 51,678 shares 51,678 $1.28M 0.04% -6,777 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,413 shares; 2025Q4: 15,016 shares; 2026Q1: 31,899 shares; 2026Q2: 31,052 shares 31,052 $1.28M 0.04% -847 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,303 shares; 2024Q4: 13,228 shares; 2025Q1: 13,362 shares; 2025Q2: 13,104 shares; 2025Q3: 13,107 shares; 2025Q4: 13,339 shares; 2026Q1: 13,335 shares; 2026Q2: 13,543 shares 13,543 $1.27M 0.04% +208 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,717 shares; 2024Q4: 20,712 shares; 2025Q1: 20,123 shares; 2025Q2: 15,663 shares; 2025Q3: 15,860 shares; 2025Q4: 14,118 shares; 2026Q1: 24,899 shares; 2026Q2: 54,030 shares 54,030 $1.27M 0.04% +29,131 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556 shares 556 $1.26M 0.04% new Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,802 shares; 2026Q1: 31,437 shares; 2026Q2: 43,113 shares 43,113 $1.26M 0.04% +11,676 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,249 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,796 shares; 2026Q2: 7,036 shares 7,036 $1.26M 0.04% +240 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 7,784 shares; 2025Q1: 7,807 shares; 2025Q2: 8,131 shares; 2025Q3: 8,732 shares; 2025Q4: 10,981 shares; 2026Q1: 11,492 shares; 2026Q2: 9,864 shares 9,864 $1.26M 0.04% -1,628 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,979 shares; 2024Q4: 19,986 shares; 2025Q1: 19,750 shares; 2025Q2: 22,673 shares; 2025Q3: 22,812 shares; 2025Q4: 22,373 shares; 2026Q1: 22,129 shares; 2026Q2: 21,798 shares 21,798 $1.26M 0.04% -331 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,216 shares; 2024Q4: 12,140 shares; 2025Q1: 13,775 shares; 2025Q2: 12,952 shares; 2025Q3: 12,179 shares; 2025Q4: 12,227 shares; 2026Q1: 15,871 shares; 2026Q2: 15,120 shares 15,120 $1.25M 0.04% -751 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,358 shares; 2024Q4: 13,670 shares; 2025Q1: 13,492 shares; 2025Q2: 25,864 shares; 2025Q3: 25,064 shares; 2025Q4: 26,222 shares; 2026Q1: 26,228 shares; 2026Q2: 26,011 shares 26,011 $1.25M 0.04% -217 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,355 shares; 2024Q4: 3,258 shares; 2025Q1: 2,908 shares; 2025Q2: 2,785 shares; 2025Q3: 2,772 shares; 2025Q4: 4,190 shares; 2026Q1: 7,342 shares; 2026Q2: 7,597 shares 7,597 $1.24M 0.04% +255 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,708 shares; 2025Q4: 17,787 shares; 2026Q1: 27,400 shares; 2026Q2: 27,182 shares 27,182 $1.24M 0.04% -218 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,491 shares; 2025Q1: 5,506 shares; 2025Q2: 5,465 shares; 2025Q3: 5,187 shares; 2025Q4: 5,266 shares; 2026Q1: not reported; 2026Q2: 26,124 shares 26,124 $1.23M 0.04% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: not reported; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 4,739 shares; 2026Q1: 4,762 shares; 2026Q2: 4,912 shares 4,912 $1.22M 0.04% +150 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,709 shares; 2024Q4: 10,962 shares; 2025Q1: 10,759 shares; 2025Q2: 9,318 shares; 2025Q3: 8,850 shares; 2025Q4: 8,675 shares; 2026Q1: 8,675 shares; 2026Q2: 11,157 shares 11,157 $1.22M 0.04% +2,482 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,391 shares; 2025Q2: 5,544 shares; 2025Q3: 6,084 shares; 2025Q4: 6,024 shares; 2026Q1: 6,309 shares; 2026Q2: 6,254 shares 6,254 $1.22M 0.04% -55 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 5,110 shares; 2025Q1: 5,441 shares; 2025Q2: 5,841 shares; 2025Q3: 5,966 shares; 2025Q4: 6,765 shares; 2026Q1: 7,484 shares; 2026Q2: 13,395 shares 13,395 $1.21M 0.04% +5,911 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,749 shares; 2026Q2: 12,340 shares 12,340 $1.21M 0.04% -409 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,152 shares; 2024Q4: 7,111 shares; 2025Q1: 8,006 shares; 2025Q2: 8,093 shares; 2025Q3: 8,222 shares; 2025Q4: 12,166 shares; 2026Q1: 13,573 shares; 2026Q2: 14,545 shares 14,545 $1.2M 0.04% +972 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,923 shares; 2024Q4: 4,382 shares; 2025Q1: 4,446 shares; 2025Q2: 4,982 shares; 2025Q3: 5,221 shares; 2025Q4: 5,115 shares; 2026Q1: 6,591 shares; 2026Q2: 6,618 shares 6,618 $1.2M 0.04% +27 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,674 shares; 2024Q4: 7,629 shares; 2025Q1: 7,200 shares; 2025Q2: 7,698 shares; 2025Q3: 7,159 shares; 2025Q4: 10,844 shares; 2026Q1: 10,717 shares; 2026Q2: 10,795 shares 10,795 $1.18M 0.04% +78 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,131 shares; 2026Q2: 37,162 shares 37,162 $1.18M 0.04% -969 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 2,923 shares; 2025Q1: 2,880 shares; 2025Q2: 2,653 shares; 2025Q3: 2,581 shares; 2025Q4: 2,491 shares; 2026Q1: 2,373 shares; 2026Q2: 2,377 shares 2,377 $1.18M 0.04% +4 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,360 shares; 2024Q4: 6,110 shares; 2025Q1: 7,779 shares; 2025Q2: 8,425 shares; 2025Q3: 8,492 shares; 2025Q4: 11,216 shares; 2026Q1: 10,866 shares; 2026Q2: 10,666 shares 10,666 $1.18M 0.04% -200 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,995 shares; 2024Q4: 15,417 shares; 2025Q1: 15,682 shares; 2025Q2: 17,414 shares; 2025Q3: 19,556 shares; 2025Q4: 19,708 shares; 2026Q1: 92,692 shares; 2026Q2: 26,270 shares 26,270 $1.18M 0.04% -66,422 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,743 shares; 2026Q1: 22,126 shares; 2026Q2: 22,128 shares 22,128 $1.17M 0.04% +2 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,362 shares; 2025Q3: 23,762 shares; 2025Q4: 25,719 shares; 2026Q1: 21,123 shares; 2026Q2: 21,901 shares 21,901 $1.17M 0.04% +778 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,885 shares; 2025Q4: 44,067 shares; 2026Q1: 51,969 shares; 2026Q2: 52,217 shares 52,217 $1.16M 0.04% +248 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,195 shares; 2025Q3: 11,679 shares; 2025Q4: 15,648 shares; 2026Q1: 19,368 shares; 2026Q2: 28,547 shares 28,547 $1.16M 0.04% +9,179 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,564 shares; 2026Q1: 23,000 shares; 2026Q2: 23,173 shares 23,173 $1.15M 0.04% +173 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,839 shares; 2024Q4: 16,188 shares; 2025Q1: 14,266 shares; 2025Q2: 14,022 shares; 2025Q3: 13,784 shares; 2025Q4: 13,421 shares; 2026Q1: 19,108 shares; 2026Q2: 22,565 shares 22,565 $1.14M 0.04% +3,457 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,339 shares; 2026Q2: 16,761 shares 16,761 $1.14M 0.04% +11,422 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,460 shares; 2024Q4: 16,221 shares; 2025Q1: 15,436 shares; 2025Q2: 16,378 shares; 2025Q3: 17,600 shares; 2025Q4: 20,700 shares; 2026Q1: 15,267 shares; 2026Q2: 15,053 shares 15,053 $1.14M 0.04% -214 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,701 shares; 2024Q4: 17,954 shares; 2025Q1: 17,955 shares; 2025Q2: 17,123 shares; 2025Q3: 16,499 shares; 2025Q4: 16,499 shares; 2026Q1: 16,500 shares; 2026Q2: 17,700 shares 17,700 $1.13M 0.04% +1,200 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,829 shares; 2024Q4: 35,209 shares; 2025Q1: 34,468 shares; 2025Q2: 8,813 shares; 2025Q3: 12,070 shares; 2025Q4: 20,110 shares; 2026Q1: 27,515 shares; 2026Q2: 22,285 shares 22,285 $1.13M 0.04% -5,230 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 1,002 shares; 2025Q1: 1,138 shares; 2025Q2: 1,011 shares; 2025Q3: 1,052 shares; 2025Q4: 1,285 shares; 2026Q1: 3,837 shares; 2026Q2: 3,830 shares 3,830 $1.12M 0.04% -7 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,869 shares; 2026Q1: 19,366 shares; 2026Q2: 20,386 shares 20,386 $1.11M 0.04% +1,020 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 887 shares; 2025Q1: 1,111 shares; 2025Q2: 1,169 shares; 2025Q3: 1,152 shares; 2025Q4: 1,346 shares; 2026Q1: 1,771 shares; 2026Q2: 1,747 shares 1,747 $1.11M 0.04% -24 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,530 shares; 2024Q4: 8,697 shares; 2025Q1: 10,084 shares; 2025Q2: 9,941 shares; 2025Q3: 8,927 shares; 2025Q4: 9,865 shares; 2026Q1: 16,506 shares; 2026Q2: 13,226 shares 13,226 $1.11M 0.04% -3,280 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,474 shares 21,474 $1.11M 0.04% new Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,471 shares 34,471 $1.1M 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,033 shares; 2024Q4: 6,036 shares; 2025Q1: 5,812 shares; 2025Q2: 6,368 shares; 2025Q3: 6,188 shares; 2025Q4: 6,208 shares; 2026Q1: 5,935 shares; 2026Q2: 5,797 shares 5,797 $1.1M 0.04% -138 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,967 shares; 2024Q4: 4,564 shares; 2025Q1: 5,175 shares; 2025Q2: 5,261 shares; 2025Q3: 4,537 shares; 2025Q4: 6,296 shares; 2026Q1: 6,273 shares; 2026Q2: 7,665 shares 7,665 $1.09M 0.04% +1,392 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,718 shares; 2024Q4: 2,479 shares; 2025Q1: 2,453 shares; 2025Q2: 2,476 shares; 2025Q3: 2,463 shares; 2025Q4: 2,387 shares; 2026Q1: 8,952 shares; 2026Q2: 8,841 shares 8,841 $1.09M 0.04% -111 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,461 shares 18,461 $1.08M 0.04% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,097 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,485 shares; 2026Q2: 17,413 shares 17,413 $1.08M 0.04% -3,072 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,486 shares; 2025Q3: 4,486 shares; 2025Q4: 6,581 shares; 2026Q1: 13,870 shares; 2026Q2: 15,737 shares 15,737 $1.08M 0.04% +1,867 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 5,682 shares; 2025Q1: 4,887 shares; 2025Q2: 4,943 shares; 2025Q3: 3,770 shares; 2025Q4: 3,505 shares; 2026Q1: 8,669 shares; 2026Q2: 8,610 shares 8,610 $1.07M 0.04% -59 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,715 shares; 2024Q4: 9,867 shares; 2025Q1: 7,251 shares; 2025Q2: 6,443 shares; 2025Q3: 7,442 shares; 2025Q4: 12,907 shares; 2026Q1: 21,249 shares; 2026Q2: 17,874 shares 17,874 $1.07M 0.03% -3,375 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,385 shares; 2025Q4: 16,331 shares; 2026Q1: 10,130 shares; 2026Q2: 9,496 shares 9,496 $1.06M 0.03% -634 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,207 shares; 2025Q1: 4,171 shares; 2025Q2: 3,632 shares; 2025Q3: 3,630 shares; 2025Q4: 3,683 shares; 2026Q1: 3,552 shares; 2026Q2: 3,456 shares 3,456 $1.06M 0.03% -96 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 3,088 shares; 2025Q1: 3,160 shares; 2025Q2: 3,144 shares; 2025Q3: 3,166 shares; 2025Q4: 4,518 shares; 2026Q1: 4,474 shares; 2026Q2: 4,337 shares 4,337 $1.05M 0.03% -137 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,481 shares; 2026Q1: 32,659 shares; 2026Q2: 34,489 shares 34,489 $1.05M 0.03% +1,830 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,502 shares; 2024Q4: 1,785 shares; 2025Q1: 1,777 shares; 2025Q2: 1,699 shares; 2025Q3: 1,700 shares; 2025Q4: 1,692 shares; 2026Q1: 4,840 shares; 2026Q2: 3,337 shares 3,337 $1.04M 0.03% -1,503 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,373 shares; 2024Q4: 3,088 shares; 2025Q1: 3,087 shares; 2025Q2: 3,341 shares; 2025Q3: 3,472 shares; 2025Q4: 4,641 shares; 2026Q1: 4,605 shares; 2026Q2: 2,839 shares 2,839 $1.04M 0.03% -1,766 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,581 shares; 2024Q4: 8,414 shares; 2025Q1: 9,105 shares; 2025Q2: 10,329 shares; 2025Q3: 10,347 shares; 2025Q4: 9,838 shares; 2026Q1: 9,560 shares; 2026Q2: 24,141 shares 24,141 $1.03M 0.03% +14,581 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,217 shares; 2024Q4: 5,451 shares; 2025Q1: 5,340 shares; 2025Q2: 5,224 shares; 2025Q3: 5,145 shares; 2025Q4: 7,485 shares; 2026Q1: 7,673 shares; 2026Q2: 7,131 shares 7,131 $1.02M 0.03% -542 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,125 shares; 2026Q1: 14,061 shares; 2026Q2: 15,100 shares 15,100 $1.02M 0.03% +1,039 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 3,901 shares; 2025Q1: 3,900 shares; 2025Q2: 4,196 shares; 2025Q3: 3,524 shares; 2025Q4: 4,143 shares; 2026Q1: 4,065 shares; 2026Q2: 3,903 shares 3,903 $1.02M 0.03% -162 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,126 shares; 2024Q4: 17,433 shares; 2025Q1: 17,452 shares; 2025Q2: 17,422 shares; 2025Q3: 16,198 shares; 2025Q4: 20,240 shares; 2026Q1: 19,881 shares; 2026Q2: 19,953 shares 19,953 $1.01M 0.03% +72 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,802 shares; 2025Q1: 1,712 shares; 2025Q2: 1,674 shares; 2025Q3: 1,697 shares; 2025Q4: 1,706 shares; 2026Q1: 2,729 shares; 2026Q2: 2,551 shares 2,551 $1.01M 0.03% -178 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,615 shares; 2024Q4: 8,561 shares; 2025Q1: 8,354 shares; 2025Q2: 8,267 shares; 2025Q3: 8,232 shares; 2025Q4: 8,259 shares; 2026Q1: 8,260 shares; 2026Q2: 7,656 shares 7,656 $1.01M 0.03% -604 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,746 shares; 2024Q4: 10,428 shares; 2025Q1: 10,311 shares; 2025Q2: 10,226 shares; 2025Q3: 8,756 shares; 2025Q4: 8,474 shares; 2026Q1: 7,550 shares; 2026Q2: 7,486 shares 7,486 $1.01M 0.03% -64 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,472 shares; 2024Q4: 3,810 shares; 2025Q1: 3,840 shares; 2025Q2: 3,863 shares; 2025Q3: 3,869 shares; 2025Q4: 3,881 shares; 2026Q1: 7,949 shares; 2026Q2: 7,933 shares 7,933 $1M 0.03% -16 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,325 shares; 2025Q2: 27,327 shares; 2025Q3: 29,127 shares; 2025Q4: 34,847 shares; 2026Q1: 38,280 shares; 2026Q2: 39,063 shares 39,063 $999K 0.03% +783 Timeline SPTU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,437 shares; 2026Q2: 39,812 shares 39,812 $998K 0.03% +2,375 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,693 shares; 2024Q4: 16,729 shares; 2025Q1: 16,876 shares; 2025Q2: 23,774 shares; 2025Q3: 25,732 shares; 2025Q4: 32,552 shares; 2026Q1: 31,768 shares; 2026Q2: 31,116 shares 31,116 $995K 0.03% -652 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,946 shares; 2024Q4: 1,672 shares; 2025Q1: 1,470 shares; 2025Q2: 1,592 shares; 2025Q3: 3,522 shares; 2025Q4: 2,913 shares; 2026Q1: 2,956 shares; 2026Q2: 2,888 shares 2,888 $993K 0.03% -68 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,541 shares; 2024Q4: 6,977 shares; 2025Q1: 7,081 shares; 2025Q2: 7,826 shares; 2025Q3: 7,043 shares; 2025Q4: 17,221 shares; 2026Q1: 17,778 shares; 2026Q2: 19,726 shares 19,726 $991K 0.03% +1,948 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,884 shares; 2026Q1: 9,459 shares; 2026Q2: 16,815 shares 16,815 $991K 0.03% +7,356 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,369 shares 35,369 $989K 0.03% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,927 shares; 2025Q2: 39,285 shares; 2025Q3: 36,388 shares; 2025Q4: 31,933 shares; 2026Q1: 28,214 shares; 2026Q2: 24,621 shares 24,621 $988K 0.03% -3,593 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,658 shares; 2025Q4: 62,879 shares; 2026Q1: 16,587 shares; 2026Q2: 18,712 shares 18,712 $981K 0.03% +2,125 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,636 shares; 2024Q4: 3,929 shares; 2025Q1: 4,599 shares; 2025Q2: 5,290 shares; 2025Q3: 5,395 shares; 2025Q4: 5,292 shares; 2026Q1: 7,386 shares; 2026Q2: 5,607 shares 5,607 $973K 0.03% -1,779 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,417 shares; 2026Q1: 18,403 shares; 2026Q2: 18,403 shares 18,403 $969K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,804 shares; 2025Q1: 2,814 shares; 2025Q2: 3,262 shares; 2025Q3: 3,597 shares; 2025Q4: 4,821 shares; 2026Q1: 4,443 shares; 2026Q2: 4,322 shares 4,322 $968K 0.03% -121 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 2,595 shares; 2025Q1: 2,598 shares; 2025Q2: 2,602 shares; 2025Q3: 2,585 shares; 2025Q4: 3,090 shares; 2026Q1: 4,378 shares; 2026Q2: 4,343 shares 4,343 $968K 0.03% -35 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,190 shares; 2026Q1: 16,105 shares; 2026Q2: 19,645 shares 19,645 $967K 0.03% +3,540 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,143 shares; 2024Q4: 10,345 shares; 2025Q1: 10,385 shares; 2025Q2: 10,516 shares; 2025Q3: 10,564 shares; 2025Q4: 12,134 shares; 2026Q1: 10,487 shares; 2026Q2: 10,531 shares 10,531 $967K 0.03% +44 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,373 shares; 2025Q1: 11,158 shares; 2025Q2: 13,018 shares; 2025Q3: 13,438 shares; 2025Q4: 24,417 shares; 2026Q1: 24,659 shares; 2026Q2: 25,244 shares 25,244 $965K 0.03% +585 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,888 shares; 2024Q4: 16,004 shares; 2025Q1: 16,214 shares; 2025Q2: 15,769 shares; 2025Q3: 15,812 shares; 2025Q4: 15,685 shares; 2026Q1: 15,010 shares; 2026Q2: 11,694 shares 11,694 $958K 0.03% -3,316 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,177 shares; 2024Q4: 9,338 shares; 2025Q1: 11,446 shares; 2025Q2: 11,455 shares; 2025Q3: 14,426 shares; 2025Q4: 14,430 shares; 2026Q1: 12,954 shares; 2026Q2: 11,002 shares 11,002 $956K 0.03% -1,952 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,723 shares; 2024Q4: 178,588 shares; 2025Q1: 196,035 shares; 2025Q2: 198,790 shares; 2025Q3: 218,820 shares; 2025Q4: 223,032 shares; 2026Q1: 244,193 shares; 2026Q2: 18,840 shares 18,840 $955K 0.03% -225,353 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,570 shares 32,570 $955K 0.03% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,287 shares; 2024Q4: 40,315 shares; 2025Q1: 40,945 shares; 2025Q2: 41,563 shares; 2025Q3: 40,814 shares; 2025Q4: 37,763 shares; 2026Q1: 37,124 shares; 2026Q2: 37,127 shares 37,127 $951K 0.03% +3 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,519 shares; 2026Q2: 6,822 shares 6,822 $949K 0.03% -697 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 4,055 shares; 2025Q1: 4,511 shares; 2025Q2: 4,296 shares; 2025Q3: 4,423 shares; 2025Q4: 5,688 shares; 2026Q1: 5,712 shares; 2026Q2: 5,761 shares 5,761 $942K 0.03% +49 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,353 shares; 2024Q4: 12,356 shares; 2025Q1: 12,359 shares; 2025Q2: 12,362 shares; 2025Q3: 12,365 shares; 2025Q4: 12,292 shares; 2026Q1: 12,297 shares; 2026Q2: 12,299 shares 12,299 $942K 0.03% +2 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,538 shares; 2024Q4: 5,595 shares; 2025Q1: 5,209 shares; 2025Q2: 5,259 shares; 2025Q3: 4,247 shares; 2025Q4: 6,089 shares; 2026Q1: 5,951 shares; 2026Q2: 5,753 shares 5,753 $942K 0.03% -198 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,227 shares; 2024Q4: 79,436 shares; 2025Q1: 87,050 shares; 2025Q2: 91,511 shares; 2025Q3: 91,110 shares; 2025Q4: 85,981 shares; 2026Q1: 103,909 shares; 2026Q2: 108,814 shares 108,814 $941K 0.03% +4,905 Timeline