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: 686,907 shares; 2024Q4: 678,771 shares; 2025Q1: 1,792,898 shares; 2025Q2: 1,342,865 shares; 2025Q3: 1,366,766 shares; 2025Q4: 1,225,539 shares; 2026Q1: 1,624,460 shares; 2026Q2: 2,484,549 shares 2,484,549 $218M 6.53% +860,089 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: 180,371 shares; 2024Q4: 182,568 shares; 2025Q1: 806,123 shares; 2025Q2: 733,202 shares; 2025Q3: 693,464 shares; 2025Q4: 702,139 shares; 2026Q1: 732,503 shares; 2026Q2: 736,912 shares 736,912 $101M 3.03% +4,409 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,001 shares; 2024Q4: 158,846 shares; 2025Q1: 213,230 shares; 2025Q2: 183,577 shares; 2025Q3: 288,477 shares; 2025Q4: 292,896 shares; 2026Q1: 283,506 shares; 2026Q2: 289,109 shares 289,109 $83.7M 2.5% +5,603 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: 257,734 shares; 2024Q4: 256,428 shares; 2025Q1: 350,669 shares; 2025Q2: 282,785 shares; 2025Q3: 380,970 shares; 2025Q4: 380,735 shares; 2026Q1: 386,831 shares; 2026Q2: 406,095 shares 406,095 $81.3M 2.43% +19,264 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: 39,849 shares; 2024Q4: 42,303 shares; 2025Q1: 290,047 shares; 2025Q2: 305,852 shares; 2025Q3: 309,923 shares; 2025Q4: 426,679 shares; 2026Q1: 398,536 shares; 2026Q2: 342,445 shares 342,445 $77.8M 2.32% -56,091 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: 318,110 shares; 2024Q4: 326,953 shares; 2025Q1: 1,003,637 shares; 2025Q2: 1,038,131 shares; 2025Q3: 1,267,886 shares; 2025Q4: 1,293,230 shares; 2026Q1: 1,069,538 shares; 2026Q2: 1,111,944 shares 1,111,944 $75.6M 2.26% +42,406 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: 112,363 shares; 2024Q4: 119,644 shares; 2025Q1: 143,282 shares; 2025Q2: 151,859 shares; 2025Q3: 150,062 shares; 2025Q4: 154,815 shares; 2026Q1: 157,942 shares; 2026Q2: 153,792 shares 153,792 $55M 1.64% -4,150 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,303,555 shares; 2026Q2: 1,387,552 shares 1,387,552 $50.8M 1.52% +83,997 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: 91,152 shares; 2024Q4: 95,104 shares; 2025Q1: 117,788 shares; 2025Q2: 109,485 shares; 2025Q3: 140,611 shares; 2025Q4: 142,616 shares; 2026Q1: 142,169 shares; 2026Q2: 132,096 shares 132,096 $49.3M 1.47% -10,073 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: 41,544 shares; 2024Q4: 48,012 shares; 2025Q1: 403,075 shares; 2025Q2: 401,160 shares; 2025Q3: 374,003 shares; 2025Q4: 403,461 shares; 2026Q1: 416,280 shares; 2026Q2: 411,221 shares 411,221 $44.3M 1.32% -5,059 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: 199,836 shares; 2024Q4: 201,553 shares; 2025Q1: 375,968 shares; 2025Q2: 411,008 shares; 2025Q3: 412,908 shares; 2025Q4: 425,352 shares; 2026Q1: 437,958 shares; 2026Q2: 444,260 shares 444,260 $44M 1.31% +6,302 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: 459,952 shares; 2025Q3: 861,242 shares; 2025Q4: 925,958 shares; 2026Q1: 973,080 shares; 2026Q2: 806,289 shares 806,289 $42.5M 1.27% -166,791 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,861 shares; 2024Q4: 79,701 shares; 2025Q1: 434,797 shares; 2025Q2: 728,491 shares; 2025Q3: 849,426 shares; 2025Q4: 1,051,430 shares; 2026Q1: 718,431 shares; 2026Q2: 578,242 shares 578,242 $42.4M 1.27% -140,189 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: 99,653 shares; 2024Q4: 101,833 shares; 2025Q1: 143,071 shares; 2025Q2: 128,766 shares; 2025Q3: 164,841 shares; 2025Q4: 172,532 shares; 2026Q1: 170,544 shares; 2026Q2: 165,300 shares 165,300 $39.4M 1.18% -5,244 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: 5,186 shares; 2024Q4: 1,216 shares; 2025Q1: 91,147 shares; 2025Q2: 86,928 shares; 2025Q3: 70,924 shares; 2025Q4: 68,251 shares; 2026Q1: 66,857 shares; 2026Q2: 271,653 shares 271,653 $33.7M 1.01% +204,796 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,479 shares; 2025Q1: 154,037 shares; 2025Q2: 152,214 shares; 2025Q3: 150,056 shares; 2025Q4: 252,643 shares; 2026Q1: 266,464 shares; 2026Q2: 197,756 shares 197,756 $31.9M 0.96% -68,708 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: 121,706 shares; 2024Q4: 114,710 shares; 2025Q1: 188,978 shares; 2025Q2: 186,603 shares; 2025Q3: 200,288 shares; 2025Q4: 205,828 shares; 2026Q1: 1,279,312 shares; 2026Q2: 1,368,476 shares 1,368,476 $31.2M 0.93% +89,164 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: 48,634 shares; 2024Q4: 51,174 shares; 2025Q1: 76,286 shares; 2025Q2: 65,087 shares; 2025Q3: 79,966 shares; 2025Q4: 82,566 shares; 2026Q1: 81,761 shares; 2026Q2: 81,070 shares 81,070 $30.6M 0.92% -691 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: 33,412 shares; 2024Q4: 37,351 shares; 2025Q1: 50,879 shares; 2025Q2: 50,285 shares; 2025Q3: 53,622 shares; 2025Q4: 55,569 shares; 2026Q1: 57,236 shares; 2026Q2: 53,501 shares 53,501 $30.1M 0.9% -3,735 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: 89,761 shares; 2024Q4: 93,597 shares; 2025Q1: 221,589 shares; 2025Q2: 234,321 shares; 2025Q3: 247,057 shares; 2025Q4: 258,035 shares; 2026Q1: 277,250 shares; 2026Q2: 311,099 shares 311,099 $29.4M 0.88% +33,849 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: 2,315 shares; 2024Q4: 1,959 shares; 2025Q1: 51,124 shares; 2025Q2: 111,001 shares; 2025Q3: 85,229 shares; 2025Q4: 85,169 shares; 2026Q1: 79,353 shares; 2026Q2: 78,986 shares 78,986 $29.1M 0.87% -367 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: 60,830 shares; 2024Q4: 64,768 shares; 2025Q1: 90,477 shares; 2025Q2: 58,014 shares; 2025Q3: 95,368 shares; 2025Q4: 96,250 shares; 2026Q1: 84,890 shares; 2026Q2: 82,325 shares 82,325 $29.1M 0.87% -2,565 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: 22,039 shares; 2024Q4: 17,875 shares; 2025Q1: 30,965 shares; 2025Q2: 31,662 shares; 2025Q3: 31,773 shares; 2025Q4: 35,805 shares; 2026Q1: 35,790 shares; 2026Q2: 36,084 shares 36,084 $27M 0.81% +294 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: 59,127 shares; 2024Q4: 62,888 shares; 2025Q1: 74,425 shares; 2025Q2: 80,771 shares; 2025Q3: 81,249 shares; 2025Q4: 82,861 shares; 2026Q1: 82,567 shares; 2026Q2: 81,618 shares 81,618 $26.7M 0.8% -949 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,050 shares; 2025Q4: 233,933 shares; 2026Q1: 343,515 shares; 2026Q2: 444,378 shares 444,378 $26.5M 0.79% +100,863 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: 57,928 shares; 2025Q2: 708,623 shares; 2025Q3: 727,593 shares; 2025Q4: 743,855 shares; 2026Q1: 787,796 shares; 2026Q2: 582,808 shares 582,808 $25.1M 0.75% -204,988 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470,463 shares; 2026Q2: 472,934 shares 472,934 $23.8M 0.71% +2,471 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 819,283 shares 819,283 $23M 0.69% new 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: 103,166 shares; 2025Q1: 129,994 shares; 2025Q2: 143,850 shares; 2025Q3: 137,957 shares; 2025Q4: 149,057 shares; 2026Q1: 156,010 shares; 2026Q2: 134,857 shares 134,857 $22.9M 0.69% -21,153 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,282 shares; 2024Q4: 11,205 shares; 2025Q1: 14,900 shares; 2025Q2: 17,246 shares; 2025Q3: 17,821 shares; 2025Q4: 18,401 shares; 2026Q1: 17,302 shares; 2026Q2: 18,846 shares 18,846 $22.6M 0.68% +1,544 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: 32,061 shares; 2024Q4: 28,242 shares; 2025Q1: 80,570 shares; 2025Q2: 576,494 shares; 2025Q3: 492,034 shares; 2025Q4: 437,017 shares; 2026Q1: 446,290 shares; 2026Q2: 276,887 shares 276,887 $21.2M 0.63% -169,403 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: 47,024 shares; 2024Q4: 62,627 shares; 2025Q1: 73,313 shares; 2025Q2: 237,014 shares; 2025Q3: 185,038 shares; 2025Q4: 183,076 shares; 2026Q1: 234,801 shares; 2026Q2: 255,546 shares 255,546 $21M 0.63% +20,745 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: 127,824 shares; 2024Q4: 127,378 shares; 2025Q1: 141,067 shares; 2025Q2: 143,258 shares; 2025Q3: 180,306 shares; 2025Q4: 185,382 shares; 2026Q1: 181,199 shares; 2026Q2: 181,787 shares 181,787 $20.6M 0.62% +588 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 9,740 shares; 2025Q1: 196,209 shares; 2025Q2: 170,066 shares; 2025Q3: 159,626 shares; 2025Q4: 176,345 shares; 2026Q1: 187,832 shares; 2026Q2: 192,334 shares 192,334 $20.5M 0.61% +4,502 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: 25,303 shares; 2024Q4: 11,728 shares; 2025Q1: 395,168 shares; 2025Q2: 375,369 shares; 2025Q3: 344,932 shares; 2025Q4: 333,689 shares; 2026Q1: 329,480 shares; 2026Q2: 326,748 shares 326,748 $19.9M 0.59% -2,732 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,994 shares; 2024Q4: 104,801 shares; 2025Q1: 98,248 shares; 2025Q2: 458,440 shares; 2025Q3: 406,074 shares; 2025Q4: 406,105 shares; 2026Q1: 435,460 shares; 2026Q2: 409,962 shares 409,962 $19.9M 0.59% -25,498 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: 2,804 shares; 2024Q4: 2,753 shares; 2025Q1: 5,805 shares; 2025Q2: 4,964 shares; 2025Q3: 13,915 shares; 2025Q4: 14,853 shares; 2026Q1: 12,759 shares; 2026Q2: 17,083 shares 17,083 $19.7M 0.59% +4,324 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,912 shares; 2024Q4: 43,251 shares; 2025Q1: 553,083 shares; 2025Q2: 1,026,965 shares; 2025Q3: 1,095,354 shares; 2025Q4: 718,728 shares; 2026Q1: 762,045 shares; 2026Q2: 739,720 shares 739,720 $19.4M 0.58% -22,325 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: 13,150 shares; 2024Q4: 11,907 shares; 2025Q1: 18,494 shares; 2025Q2: 24,317 shares; 2025Q3: 34,914 shares; 2025Q4: 31,383 shares; 2026Q1: 30,058 shares; 2026Q2: 32,004 shares 32,004 $18.6M 0.56% +1,946 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: 11,540 shares; 2024Q4: 4,271 shares; 2025Q1: 127,175 shares; 2025Q2: 117,930 shares; 2025Q3: 80,380 shares; 2025Q4: 75,553 shares; 2026Q1: 73,831 shares; 2026Q2: 75,795 shares 75,795 $18.4M 0.55% +1,964 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,911 shares; 2024Q4: 369,562 shares; 2025Q1: 488,406 shares; 2025Q2: 261,989 shares; 2025Q3: 200,683 shares; 2025Q4: 203,351 shares; 2026Q1: 277,035 shares; 2026Q2: 359,827 shares 359,827 $18.2M 0.54% +82,792 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: 34,026 shares; 2024Q4: 33,715 shares; 2025Q1: 87,381 shares; 2025Q2: 69,172 shares; 2025Q3: 63,449 shares; 2025Q4: 68,009 shares; 2026Q1: 68,802 shares; 2026Q2: 70,352 shares 70,352 $17.9M 0.53% +1,550 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: 12,543 shares; 2024Q4: 11,437 shares; 2025Q1: 30,472 shares; 2025Q2: 29,790 shares; 2025Q3: 24,792 shares; 2025Q4: 25,878 shares; 2026Q1: 25,508 shares; 2026Q2: 25,522 shares 25,522 $17.5M 0.52% +14 Timeline EZU 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: 90,048 shares; 2026Q1: 174,149 shares; 2026Q2: 249,317 shares 249,317 $17.3M 0.52% +75,168 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: 19,363 shares; 2024Q4: 20,022 shares; 2025Q1: 26,474 shares; 2025Q2: 27,637 shares; 2025Q3: 37,783 shares; 2025Q4: 39,259 shares; 2026Q1: 38,560 shares; 2026Q2: 34,091 shares 34,091 $17.1M 0.51% -4,469 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: 46,613 shares; 2024Q4: 54,077 shares; 2025Q1: 112,893 shares; 2025Q2: 106,645 shares; 2025Q3: 132,216 shares; 2025Q4: 133,540 shares; 2026Q1: 134,742 shares; 2026Q2: 143,609 shares 143,609 $16.9M 0.5% +8,867 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: 9,485 shares; 2024Q4: 7,480 shares; 2025Q1: 186,711 shares; 2025Q2: 178,622 shares; 2025Q3: 147,472 shares; 2025Q4: 142,671 shares; 2026Q1: 141,041 shares; 2026Q2: 140,822 shares 140,822 $16.8M 0.5% -219 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: 39,823 shares; 2024Q4: 41,879 shares; 2025Q1: 60,580 shares; 2025Q2: 58,983 shares; 2025Q3: 54,988 shares; 2025Q4: 49,210 shares; 2026Q1: 48,140 shares; 2026Q2: 48,362 shares 48,362 $16.6M 0.5% +222 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,368 shares; 2025Q1: 6,654 shares; 2025Q2: 5,791 shares; 2025Q3: 7,687 shares; 2025Q4: 4,563 shares; 2026Q1: 4,210 shares; 2026Q2: 146,055 shares 146,055 $16M 0.48% +141,845 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: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 13,777 shares; 2025Q2: 104,787 shares; 2025Q3: 117,160 shares; 2025Q4: 127,527 shares; 2026Q1: 127,752 shares; 2026Q2: 144,542 shares 144,542 $15.9M 0.48% +16,790 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,276 shares; 2024Q4: 92,787 shares; 2025Q1: 94,902 shares; 2025Q2: 102,401 shares; 2025Q3: 118,013 shares; 2025Q4: 125,027 shares; 2026Q1: 128,789 shares; 2026Q2: 171,658 shares 171,658 $15.8M 0.47% +42,869 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: 78,243 shares; 2024Q4: 92,986 shares; 2025Q1: 277,663 shares; 2025Q2: 300,192 shares; 2025Q3: 333,660 shares; 2025Q4: 352,405 shares; 2026Q1: 327,525 shares; 2026Q2: 296,652 shares 296,652 $15.5M 0.46% -30,873 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,964 shares; 2024Q4: 358,746 shares; 2025Q1: 1,291,417 shares; 2025Q2: 708,480 shares; 2025Q3: 335,703 shares; 2025Q4: 628,347 shares; 2026Q1: 670,123 shares; 2026Q2: 633,680 shares 633,680 $14.7M 0.44% -36,443 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: 139,325 shares; 2024Q4: 141,889 shares; 2025Q1: 212,865 shares; 2025Q2: 156,133 shares; 2025Q3: 170,765 shares; 2025Q4: 186,242 shares; 2026Q1: 193,013 shares; 2026Q2: 337,135 shares 337,135 $14.3M 0.43% +144,122 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: 10,685 shares; 2024Q4: 10,926 shares; 2025Q1: 13,426 shares; 2025Q2: 13,279 shares; 2025Q3: 15,359 shares; 2025Q4: 14,709 shares; 2026Q1: 15,624 shares; 2026Q2: 15,213 shares 15,213 $14.2M 0.43% -411 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: 5,116 shares; 2024Q4: 5,147 shares; 2025Q1: 14,039 shares; 2025Q2: 27,140 shares; 2025Q3: 16,706 shares; 2025Q4: 16,454 shares; 2026Q1: 18,672 shares; 2026Q2: 29,746 shares 29,746 $14.2M 0.42% +11,074 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,335 shares; 2024Q4: 43,050 shares; 2025Q1: 74,626 shares; 2025Q2: 79,754 shares; 2025Q3: 74,947 shares; 2025Q4: 76,169 shares; 2026Q1: 75,521 shares; 2026Q2: 77,841 shares 77,841 $14.1M 0.42% +2,320 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: 23,168 shares; 2024Q4: 24,874 shares; 2025Q1: 26,749 shares; 2025Q2: 23,978 shares; 2025Q3: 28,190 shares; 2025Q4: 28,708 shares; 2026Q1: 29,431 shares; 2026Q2: 25,594 shares 25,594 $13.1M 0.39% -3,837 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,045 shares; 2024Q4: 39,122 shares; 2025Q1: 41,927 shares; 2025Q2: 45,248 shares; 2025Q3: 87,039 shares; 2025Q4: 92,837 shares; 2026Q1: 95,947 shares; 2026Q2: 97,518 shares 97,518 $13.1M 0.39% +1,571 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: 1,866 shares; 2024Q4: 1,908 shares; 2025Q1: 4,851 shares; 2025Q2: 4,061 shares; 2025Q3: 6,067 shares; 2025Q4: 6,633 shares; 2026Q1: 6,965 shares; 2026Q2: 10,305 shares 10,305 $12.1M 0.36% +3,340 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: 13,937 shares; 2024Q4: 14,479 shares; 2025Q1: 26,988 shares; 2025Q2: 26,871 shares; 2025Q3: 27,889 shares; 2025Q4: 27,806 shares; 2026Q1: 27,567 shares; 2026Q2: 28,617 shares 28,617 $12M 0.36% +1,050 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451 shares; 2024Q4: 2,359 shares; 2025Q1: 3,389 shares; 2025Q2: 3,110 shares; 2025Q3: 3,659 shares; 2025Q4: 3,780 shares; 2026Q1: 3,822 shares; 2026Q2: 39,532 shares 39,532 $11.9M 0.36% +35,710 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: 62,207 shares; 2024Q4: 66,942 shares; 2025Q1: 71,069 shares; 2025Q2: 80,703 shares; 2025Q3: 84,749 shares; 2025Q4: 81,977 shares; 2026Q1: 75,917 shares; 2026Q2: 80,751 shares 80,751 $11.8M 0.35% +4,834 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,585 shares; 2024Q4: 8,118 shares; 2025Q1: 10,470 shares; 2025Q2: 12,773 shares; 2025Q3: 16,148 shares; 2025Q4: 24,027 shares; 2026Q1: 26,329 shares; 2026Q2: 35,364 shares 35,364 $11.7M 0.35% +9,035 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,013 shares; 2025Q1: 256,372 shares; 2025Q2: 243,055 shares; 2025Q3: 338,918 shares; 2025Q4: 324,901 shares; 2026Q1: 135,446 shares; 2026Q2: 149,714 shares 149,714 $11.3M 0.34% +14,268 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: 33,826 shares; 2024Q4: 36,842 shares; 2025Q1: 37,151 shares; 2025Q2: 33,818 shares; 2025Q3: 39,209 shares; 2025Q4: 41,117 shares; 2026Q1: 41,963 shares; 2026Q2: 51,342 shares 51,342 $11.2M 0.34% +9,379 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: 37,478 shares; 2024Q4: 31,577 shares; 2025Q1: 169,216 shares; 2025Q2: 165,104 shares; 2025Q3: 113,944 shares; 2025Q4: 118,930 shares; 2026Q1: 116,191 shares; 2026Q2: 115,606 shares 115,606 $11.2M 0.33% -585 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: 6,870 shares; 2024Q4: 3,523 shares; 2025Q1: 149,898 shares; 2025Q2: 147,085 shares; 2025Q3: 109,177 shares; 2025Q4: 106,575 shares; 2026Q1: 105,902 shares; 2026Q2: 106,628 shares 106,628 $11.1M 0.33% +726 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: 1,138 shares; 2024Q4: 1,639 shares; 2025Q1: 4,467 shares; 2025Q2: 3,260 shares; 2025Q3: 6,136 shares; 2025Q4: 7,438 shares; 2026Q1: 6,363 shares; 2026Q2: 10,359 shares 10,359 $11M 0.33% +3,996 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429,124 shares; 2025Q3: 131,154 shares; 2025Q4: 127,374 shares; 2026Q1: 127,199 shares; 2026Q2: 124,996 shares 124,996 $11M 0.33% -2,203 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: 1,148 shares; 2024Q4: not reported; 2025Q1: 13,120 shares; 2025Q2: 33,128 shares; 2025Q3: 33,727 shares; 2025Q4: 32,180 shares; 2026Q1: 33,014 shares; 2026Q2: 36,455 shares 36,455 $11M 0.33% +3,441 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,537 shares; 2025Q2: not reported; 2025Q3: 42,769 shares; 2025Q4: 48,794 shares; 2026Q1: 51,048 shares; 2026Q2: 77,879 shares 77,879 $10.9M 0.33% +26,831 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,025 shares; 2024Q4: 9,374 shares; 2025Q1: 15,177 shares; 2025Q2: 16,818 shares; 2025Q3: 17,331 shares; 2025Q4: 18,387 shares; 2026Q1: 19,143 shares; 2026Q2: 20,413 shares 20,413 $10.8M 0.32% +1,270 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,676 shares; 2025Q4: 175,256 shares; 2026Q1: 164,783 shares; 2026Q2: 159,348 shares 159,348 $10.7M 0.32% -5,435 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: 60,651 shares; 2024Q4: 59,284 shares; 2025Q1: 98,529 shares; 2025Q2: 78,557 shares; 2025Q3: 78,495 shares; 2025Q4: 70,907 shares; 2026Q1: 66,872 shares; 2026Q2: 77,454 shares 77,454 $10.6M 0.32% +10,582 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: 184,457 shares; 2024Q4: 175,907 shares; 2025Q1: 297,204 shares; 2025Q2: 283,787 shares; 2025Q3: 161,415 shares; 2025Q4: 145,511 shares; 2026Q1: 143,061 shares; 2026Q2: 146,086 shares 146,086 $10.4M 0.31% +3,025 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: 31,964 shares; 2024Q4: 25,642 shares; 2025Q1: 162,020 shares; 2025Q2: 163,360 shares; 2025Q3: 148,923 shares; 2025Q4: 134,924 shares; 2026Q1: 125,774 shares; 2026Q2: 124,084 shares 124,084 $10.3M 0.31% -1,690 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: 6,630 shares; 2024Q4: 7,060 shares; 2025Q1: 8,780 shares; 2025Q2: 9,533 shares; 2025Q3: 13,709 shares; 2025Q4: 14,323 shares; 2026Q1: 28,513 shares; 2026Q2: 30,121 shares 30,121 $10.2M 0.3% +1,608 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: 28,625 shares; 2024Q4: 28,831 shares; 2025Q1: 29,530 shares; 2025Q2: 27,398 shares; 2025Q3: 30,192 shares; 2025Q4: 27,411 shares; 2026Q1: 28,872 shares; 2026Q2: 28,781 shares 28,781 $10.2M 0.3% -91 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 2,270 shares; 2025Q1: 2,335 shares; 2025Q2: 2,242 shares; 2025Q3: 1,535 shares; 2025Q4: 20,362 shares; 2026Q1: 22,374 shares; 2026Q2: 24,089 shares 24,089 $10M 0.3% +1,715 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: 47,960 shares; 2024Q4: 46,139 shares; 2025Q1: 102,768 shares; 2025Q2: 103,083 shares; 2025Q3: 108,477 shares; 2025Q4: 111,905 shares; 2026Q1: 104,388 shares; 2026Q2: 103,258 shares 103,258 $9.85M 0.29% -1,130 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,245 shares; 2024Q4: 24,866 shares; 2025Q1: 28,169 shares; 2025Q2: 31,138 shares; 2025Q3: 32,102 shares; 2025Q4: 34,016 shares; 2026Q1: 35,359 shares; 2026Q2: 37,682 shares 37,682 $9.72M 0.29% +2,323 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,781 shares; 2025Q4: 89,360 shares; 2026Q1: 383,878 shares; 2026Q2: 407,832 shares 407,832 $9.59M 0.29% +23,954 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,149 shares; 2026Q1: 71,482 shares; 2026Q2: 102,374 shares 102,374 $9.55M 0.29% +30,892 Timeline USHY 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: 123,359 shares; 2025Q2: 126,250 shares; 2025Q3: 160,779 shares; 2025Q4: 168,492 shares; 2026Q1: 171,834 shares; 2026Q2: 253,314 shares 253,314 $9.38M 0.28% +81,480 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: 12,422 shares; 2025Q2: 11,835 shares; 2025Q3: 21,883 shares; 2025Q4: 23,368 shares; 2026Q1: 20,566 shares; 2026Q2: 21,627 shares 21,627 $9.37M 0.28% +1,061 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: 29,893 shares; 2024Q4: 31,552 shares; 2025Q1: 41,040 shares; 2025Q2: 39,769 shares; 2025Q3: 58,582 shares; 2025Q4: 58,451 shares; 2026Q1: 56,784 shares; 2026Q2: 55,402 shares 55,402 $9.18M 0.27% -1,382 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: 24,547 shares; 2024Q4: 25,936 shares; 2025Q1: 24,576 shares; 2025Q2: 21,621 shares; 2025Q3: 32,261 shares; 2025Q4: 33,285 shares; 2026Q1: 33,359 shares; 2026Q2: 35,888 shares 35,888 $9.03M 0.27% +2,529 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: 36,035 shares; 2024Q4: 38,186 shares; 2025Q1: 79,631 shares; 2025Q2: 70,997 shares; 2025Q3: 59,752 shares; 2025Q4: 60,520 shares; 2026Q1: 58,952 shares; 2026Q2: 59,383 shares 59,383 $9M 0.27% +431 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: 9,249 shares; 2024Q4: 7,222 shares; 2025Q1: 26,824 shares; 2025Q2: 26,139 shares; 2025Q3: 24,591 shares; 2025Q4: 24,321 shares; 2026Q1: 22,034 shares; 2026Q2: 24,508 shares 24,508 $8.97M 0.27% +2,474 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,629 shares; 2025Q2: 53,748 shares; 2025Q3: 55,629 shares; 2025Q4: 59,138 shares; 2026Q1: 61,525 shares; 2026Q2: 65,577 shares 65,577 $8.32M 0.25% +4,052 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: 33,545 shares; 2024Q4: 36,505 shares; 2025Q1: 43,085 shares; 2025Q2: 48,426 shares; 2025Q3: 63,339 shares; 2025Q4: 65,860 shares; 2026Q1: 62,056 shares; 2026Q2: 58,481 shares 58,481 $8.18M 0.24% -3,575 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: 12,684 shares; 2024Q4: 12,652 shares; 2025Q1: 11,018 shares; 2025Q2: 7,907 shares; 2025Q3: 13,728 shares; 2025Q4: 14,312 shares; 2026Q1: 11,443 shares; 2026Q2: 11,311 shares 11,311 $8.18M 0.24% -132 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: 21,746 shares; 2024Q4: 21,805 shares; 2025Q1: 26,535 shares; 2025Q2: 15,950 shares; 2025Q3: 21,913 shares; 2025Q4: 21,857 shares; 2026Q1: 16,805 shares; 2026Q2: 19,555 shares 19,555 $8.13M 0.24% +2,750 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: 16,673 shares; 2024Q4: 21,108 shares; 2025Q1: 32,308 shares; 2025Q2: 49,324 shares; 2025Q3: 61,250 shares; 2025Q4: 62,887 shares; 2026Q1: 62,184 shares; 2026Q2: 63,356 shares 63,356 $8M 0.24% +1,172 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: 3,446 shares; 2024Q4: 3,296 shares; 2025Q1: 17,976 shares; 2025Q2: 17,995 shares; 2025Q3: 10,420 shares; 2025Q4: 10,285 shares; 2026Q1: 10,555 shares; 2026Q2: 10,618 shares 10,618 $7.93M 0.24% +63 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: 47,579 shares; 2024Q4: 47,043 shares; 2025Q1: 47,897 shares; 2025Q2: 25,172 shares; 2025Q3: 27,611 shares; 2025Q4: 27,422 shares; 2026Q1: 26,798 shares; 2026Q2: 25,720 shares 25,720 $7.88M 0.24% -1,078 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: 9,746 shares; 2024Q4: 10,788 shares; 2025Q1: 15,013 shares; 2025Q2: 14,917 shares; 2025Q3: 13,832 shares; 2025Q4: 13,533 shares; 2026Q1: 14,316 shares; 2026Q2: 14,858 shares 14,858 $7.71M 0.23% +542 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: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares; 2025Q2: 8,374 shares; 2025Q3: 5,767 shares; 2025Q4: 6,226 shares; 2026Q1: 7,657 shares; 2026Q2: 9,586 shares 9,586 $7.32M 0.22% +1,929 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 2,496 shares; 2025Q1: 4,105 shares; 2025Q2: 4,704 shares; 2025Q3: 15,569 shares; 2025Q4: 16,714 shares; 2026Q1: 16,627 shares; 2026Q2: 21,173 shares 21,173 $7.22M 0.22% +4,546 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: 76,030 shares; 2024Q4: 72,702 shares; 2025Q1: 82,461 shares; 2025Q2: 75,104 shares; 2025Q3: 88,849 shares; 2025Q4: 94,892 shares; 2026Q1: 92,175 shares; 2026Q2: 88,228 shares 88,228 $7.17M 0.21% -3,947 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: 130,483 shares; 2024Q4: 148,969 shares; 2025Q1: 123,126 shares; 2025Q2: 106,561 shares; 2025Q3: 129,092 shares; 2025Q4: 132,044 shares; 2026Q1: 127,301 shares; 2026Q2: 125,408 shares 125,408 $7.15M 0.21% -1,893 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: 18,111 shares; 2024Q4: 19,555 shares; 2025Q1: 17,806 shares; 2025Q2: 14,392 shares; 2025Q3: 18,217 shares; 2025Q4: 18,815 shares; 2026Q1: 17,692 shares; 2026Q2: 19,103 shares 19,103 $7.14M 0.21% +1,411 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,470 shares; 2024Q4: 11,947 shares; 2025Q1: 11,732 shares; 2025Q2: 8,950 shares; 2025Q3: 7,523 shares; 2025Q4: 7,785 shares; 2026Q1: 6,636 shares; 2026Q2: 7,394 shares 7,394 $7.14M 0.21% +758 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,762 shares; 2026Q2: 93,782 shares 93,782 $7.02M 0.21% +80,020 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: 14,671 shares; 2024Q4: 19,163 shares; 2025Q1: 39,893 shares; 2025Q2: 33,763 shares; 2025Q3: 30,862 shares; 2025Q4: 30,898 shares; 2026Q1: 29,008 shares; 2026Q2: 36,867 shares 36,867 $6.99M 0.21% +7,859 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,686 shares; 2024Q4: 23,357 shares; 2025Q1: 26,316 shares; 2025Q2: 29,173 shares; 2025Q3: 29,987 shares; 2025Q4: 31,898 shares; 2026Q1: 27,876 shares; 2026Q2: 29,765 shares 29,765 $6.84M 0.2% +1,889 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,594 shares; 2025Q4: 6,095 shares; 2026Q1: 9,300 shares; 2026Q2: 10,479 shares 10,479 $6.69M 0.2% +1,179 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: 152,853 shares; 2024Q4: 154,102 shares; 2025Q1: 143,176 shares; 2025Q2: 152,926 shares; 2025Q3: 161,113 shares; 2025Q4: 149,468 shares; 2026Q1: 169,344 shares; 2026Q2: 157,218 shares 157,218 $6.66M 0.2% -12,126 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: 66,367 shares; 2024Q4: 60,261 shares; 2025Q1: 172,035 shares; 2025Q2: 166,852 shares; 2025Q3: 119,045 shares; 2025Q4: 112,640 shares; 2026Q1: 110,067 shares; 2026Q2: 111,200 shares 111,200 $6.64M 0.2% +1,133 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,135 shares; 2026Q1: 72,794 shares; 2026Q2: 74,419 shares 74,419 $6.6M 0.2% +1,625 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: 84,904 shares; 2024Q4: 88,186 shares; 2025Q1: 135,656 shares; 2025Q2: 154,061 shares; 2025Q3: 111,220 shares; 2025Q4: 91,162 shares; 2026Q1: 92,922 shares; 2026Q2: 90,290 shares 90,290 $6.5M 0.19% -2,632 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: 68,615 shares; 2024Q4: 66,094 shares; 2025Q1: 69,794 shares; 2025Q2: 64,735 shares; 2025Q3: 34,873 shares; 2025Q4: 31,040 shares; 2026Q1: 30,656 shares; 2026Q2: 29,092 shares 29,092 $6.34M 0.19% -1,564 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: 12,697 shares; 2024Q4: 12,399 shares; 2025Q1: 12,133 shares; 2025Q2: 13,500 shares; 2025Q3: 23,842 shares; 2025Q4: 22,754 shares; 2026Q1: 79,490 shares; 2026Q2: 75,733 shares 75,733 $6.25M 0.19% -3,757 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: 16,113 shares; 2024Q4: 12,265 shares; 2025Q1: 94,549 shares; 2025Q2: 82,208 shares; 2025Q3: 79,717 shares; 2025Q4: 76,636 shares; 2026Q1: 72,159 shares; 2026Q2: 84,524 shares 84,524 $6.2M 0.19% +12,365 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: 1,751 shares; 2024Q4: 2,154 shares; 2025Q1: 3,961 shares; 2025Q2: 3,256 shares; 2025Q3: 5,759 shares; 2025Q4: 5,976 shares; 2026Q1: 5,607 shares; 2026Q2: 6,121 shares 6,121 $6.19M 0.19% +514 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: 75,410 shares; 2024Q4: 72,137 shares; 2025Q1: 67,982 shares; 2025Q2: 60,195 shares; 2025Q3: 89,984 shares; 2025Q4: 85,912 shares; 2026Q1: 85,479 shares; 2026Q2: 74,357 shares 74,357 $5.95M 0.18% -11,122 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: 125,979 shares; 2024Q4: 154,289 shares; 2025Q1: 301,077 shares; 2025Q2: 310,547 shares; 2025Q3: 296,090 shares; 2025Q4: 274,823 shares; 2026Q1: 272,889 shares; 2026Q2: 282,760 shares 282,760 $5.85M 0.18% +9,871 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,621 shares; 2025Q1: 6,097 shares; 2025Q2: 7,840 shares; 2025Q3: 15,915 shares; 2025Q4: 18,521 shares; 2026Q1: 19,694 shares; 2026Q2: 27,020 shares 27,020 $5.85M 0.17% +7,326 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: 15,941 shares; 2024Q4: 15,831 shares; 2025Q1: 17,524 shares; 2025Q2: 16,439 shares; 2025Q3: 21,250 shares; 2025Q4: 21,641 shares; 2026Q1: 21,647 shares; 2026Q2: 21,529 shares 21,529 $5.82M 0.17% -118 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: 7,178 shares; 2024Q4: 7,327 shares; 2025Q1: 109,486 shares; 2025Q2: 118,893 shares; 2025Q3: 124,782 shares; 2025Q4: 120,992 shares; 2026Q1: 111,148 shares; 2026Q2: 114,787 shares 114,787 $5.81M 0.17% +3,639 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: 13,273 shares; 2024Q4: 15,133 shares; 2025Q1: 15,726 shares; 2025Q2: 13,659 shares; 2025Q3: 15,029 shares; 2025Q4: 16,987 shares; 2026Q1: 19,473 shares; 2026Q2: 21,101 shares 21,101 $5.74M 0.17% +1,628 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,666 shares; 2024Q4: 12,600 shares; 2025Q1: 13,210 shares; 2025Q2: 13,492 shares; 2025Q3: 12,744 shares; 2025Q4: 12,422 shares; 2026Q1: 11,642 shares; 2026Q2: 11,587 shares 11,587 $5.69M 0.17% -55 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: 8,096 shares; 2024Q4: 7,397 shares; 2025Q1: 8,851 shares; 2025Q2: 7,844 shares; 2025Q3: 10,963 shares; 2025Q4: 11,576 shares; 2026Q1: 11,221 shares; 2026Q2: 11,305 shares 11,305 $5.67M 0.17% +84 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: 42,837 shares; 2024Q4: 36,197 shares; 2025Q1: 31,804 shares; 2025Q2: 31,088 shares; 2025Q3: 42,508 shares; 2025Q4: 45,372 shares; 2026Q1: 44,459 shares; 2026Q2: 41,317 shares 41,317 $5.59M 0.17% -3,142 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,304 shares; 2024Q4: 6,380 shares; 2025Q1: 6,122 shares; 2025Q2: 5,451 shares; 2025Q3: 6,296 shares; 2025Q4: 32,205 shares; 2026Q1: 65,676 shares; 2026Q2: 96,454 shares 96,454 $5.56M 0.17% +30,778 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: 33,264 shares; 2024Q4: 28,465 shares; 2025Q1: 26,514 shares; 2025Q2: 24,051 shares; 2025Q3: 13,428 shares; 2025Q4: 11,162 shares; 2026Q1: 10,799 shares; 2026Q2: 63,933 shares 63,933 $5.51M 0.16% +53,134 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,186 shares; 2025Q2: 22,041 shares; 2025Q3: 21,785 shares; 2025Q4: 24,081 shares; 2026Q1: 23,065 shares; 2026Q2: 23,986 shares 23,986 $5.44M 0.16% +921 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: 2,915 shares; 2024Q4: 2,972 shares; 2025Q1: 4,099 shares; 2025Q2: 9,249 shares; 2025Q3: 6,979 shares; 2025Q4: 7,235 shares; 2026Q1: 6,765 shares; 2026Q2: 7,035 shares 7,035 $5.32M 0.16% +270 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: 45,931 shares; 2024Q4: 43,010 shares; 2025Q1: 54,516 shares; 2025Q2: 16,467 shares; 2025Q3: 35,310 shares; 2025Q4: 37,629 shares; 2026Q1: 37,190 shares; 2026Q2: 41,325 shares 41,325 $5.31M 0.16% +4,135 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: 2,112 shares; 2024Q4: 1,854 shares; 2025Q1: 14,903 shares; 2025Q2: 14,767 shares; 2025Q3: 14,649 shares; 2025Q4: 15,660 shares; 2026Q1: 15,344 shares; 2026Q2: 65,457 shares 65,457 $5.27M 0.16% +50,113 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: 87,520 shares; 2024Q4: 88,446 shares; 2025Q1: 247,954 shares; 2025Q2: 258,158 shares; 2025Q3: 231,253 shares; 2025Q4: 115,100 shares; 2026Q1: 119,952 shares; 2026Q2: 23,987 shares 23,987 $5.26M 0.16% -95,965 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: 45,218 shares; 2024Q4: 45,171 shares; 2025Q1: 158,880 shares; 2025Q2: 144,290 shares; 2025Q3: 22,563 shares; 2025Q4: 21,618 shares; 2026Q1: 20,941 shares; 2026Q2: 20,600 shares 20,600 $5.2M 0.16% -341 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,831 shares; 2026Q1: 71,696 shares; 2026Q2: 112,159 shares 112,159 $5.18M 0.15% +40,463 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: 24,710 shares; 2024Q4: 25,251 shares; 2025Q1: 35,846 shares; 2025Q2: 74,611 shares; 2025Q3: 95,914 shares; 2025Q4: 99,914 shares; 2026Q1: 102,828 shares; 2026Q2: 107,654 shares 107,654 $5.17M 0.15% +4,826 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: 20,057 shares; 2024Q4: 16,485 shares; 2025Q1: 25,336 shares; 2025Q2: 308,114 shares; 2025Q3: 111,812 shares; 2025Q4: 105,520 shares; 2026Q1: 96,445 shares; 2026Q2: 53,081 shares 53,081 $5.12M 0.15% -43,364 Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,996 shares; 2025Q1: 43,883 shares; 2025Q2: 48,547 shares; 2025Q3: 90,402 shares; 2025Q4: 102,402 shares; 2026Q1: 174,442 shares; 2026Q2: 212,310 shares 212,310 $5.11M 0.15% +37,868 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: 5,009 shares; 2024Q4: 5,089 shares; 2025Q1: 6,860 shares; 2025Q2: 8,432 shares; 2025Q3: 7,409 shares; 2025Q4: 72,762 shares; 2026Q1: 81,781 shares; 2026Q2: 71,230 shares 71,230 $5.09M 0.15% -10,551 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: 13,079 shares; 2024Q4: 14,808 shares; 2025Q1: 16,998 shares; 2025Q2: 15,373 shares; 2025Q3: 19,670 shares; 2025Q4: 19,109 shares; 2026Q1: 18,260 shares; 2026Q2: 17,621 shares 17,621 $4.96M 0.15% -639 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: 3,867 shares; 2024Q4: 4,083 shares; 2025Q1: 5,734 shares; 2025Q2: 5,809 shares; 2025Q3: 13,038 shares; 2025Q4: 13,113 shares; 2026Q1: 12,951 shares; 2026Q2: 15,162 shares 15,162 $4.77M 0.14% +2,211 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 4,449 shares; 2025Q1: 5,032 shares; 2025Q2: 1,951 shares; 2025Q3: 2,121 shares; 2025Q4: 1,975 shares; 2026Q1: 1,996 shares; 2026Q2: 2,397 shares 2,397 $4.77M 0.14% +401 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: 7,490 shares; 2024Q4: 7,534 shares; 2025Q1: 14,298 shares; 2025Q2: 15,417 shares; 2025Q3: 16,419 shares; 2025Q4: 16,988 shares; 2026Q1: 18,894 shares; 2026Q2: 21,200 shares 21,200 $4.73M 0.14% +2,306 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: 27,672 shares; 2024Q4: 26,518 shares; 2025Q1: 28,126 shares; 2025Q2: 28,291 shares; 2025Q3: 32,934 shares; 2025Q4: 32,956 shares; 2026Q1: 33,336 shares; 2026Q2: 27,740 shares 27,740 $4.72M 0.14% -5,596 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: 14,315 shares; 2024Q4: 15,525 shares; 2025Q1: 32,607 shares; 2025Q2: 35,444 shares; 2025Q3: 36,178 shares; 2025Q4: 37,172 shares; 2026Q1: 31,441 shares; 2026Q2: 31,578 shares 31,578 $4.63M 0.14% +137 Timeline EPP 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: 24,237 shares; 2026Q1: 61,947 shares; 2026Q2: 86,728 shares 86,728 $4.62M 0.14% +24,781 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,257 shares; 2024Q4: 12,790 shares; 2025Q1: 18,578 shares; 2025Q2: 18,434 shares; 2025Q3: 20,820 shares; 2025Q4: 20,170 shares; 2026Q1: 19,112 shares; 2026Q2: 18,857 shares 18,857 $4.58M 0.14% -255 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: 27,787 shares; 2024Q4: 27,889 shares; 2025Q1: 30,655 shares; 2025Q2: 31,183 shares; 2025Q3: 31,809 shares; 2025Q4: 30,579 shares; 2026Q1: 32,681 shares; 2026Q2: 32,913 shares 32,913 $4.5M 0.13% +232 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: 4,656 shares; 2024Q4: 4,139 shares; 2025Q1: 4,692 shares; 2025Q2: 4,417 shares; 2025Q3: 4,606 shares; 2025Q4: 4,611 shares; 2026Q1: 4,505 shares; 2026Q2: 37,398 shares 37,398 $4.47M 0.13% +32,893 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,784 shares; 2024Q4: 43,807 shares; 2025Q1: 43,899 shares; 2025Q2: 27,789 shares; 2025Q3: 30,176 shares; 2025Q4: 28,077 shares; 2026Q1: 26,883 shares; 2026Q2: 26,936 shares 26,936 $4.43M 0.13% +53 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 24,314 shares; 2026Q1: 28,571 shares; 2026Q2: 30,817 shares 30,817 $4.38M 0.13% +2,246 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,212 shares; 2024Q4: 14,070 shares; 2025Q1: 12,167 shares; 2025Q2: 11,930 shares; 2025Q3: 12,501 shares; 2025Q4: 12,181 shares; 2026Q1: 15,862 shares; 2026Q2: 94,240 shares 94,240 $4.32M 0.13% +78,378 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,472 shares; 2024Q4: 6,918 shares; 2025Q1: 11,533 shares; 2025Q2: 10,950 shares; 2025Q3: 10,416 shares; 2025Q4: 10,219 shares; 2026Q1: 10,431 shares; 2026Q2: 10,506 shares 10,506 $4.3M 0.13% +75 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: 55,046 shares; 2024Q4: 55,381 shares; 2025Q1: 62,322 shares; 2025Q2: 62,231 shares; 2025Q3: 64,748 shares; 2025Q4: 67,034 shares; 2026Q1: 69,654 shares; 2026Q2: 70,481 shares 70,481 $4.26M 0.13% +827 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,769 shares; 2024Q4: 17,693 shares; 2025Q1: 24,372 shares; 2025Q2: 23,511 shares; 2025Q3: 34,833 shares; 2025Q4: 30,328 shares; 2026Q1: 29,476 shares; 2026Q2: 32,807 shares 32,807 $4.26M 0.13% +3,331 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: 5,979 shares; 2024Q4: 4,740 shares; 2025Q1: 7,022 shares; 2025Q2: 8,731 shares; 2025Q3: 11,484 shares; 2025Q4: 11,156 shares; 2026Q1: 11,223 shares; 2026Q2: 11,498 shares 11,498 $4.25M 0.13% +275 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,032 shares; 2024Q4: 23,193 shares; 2025Q1: 24,194 shares; 2025Q2: 16,312 shares; 2025Q3: 22,290 shares; 2025Q4: 22,167 shares; 2026Q1: 21,615 shares; 2026Q2: 21,151 shares 21,151 $4.18M 0.12% -464 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: 5,451 shares; 2024Q4: 5,818 shares; 2025Q1: 6,102 shares; 2025Q2: 11,358 shares; 2025Q3: 13,540 shares; 2025Q4: 14,247 shares; 2026Q1: 13,861 shares; 2026Q2: 10,484 shares 10,484 $4.17M 0.12% -3,377 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,568 shares; 2024Q4: 9,493 shares; 2025Q1: 9,606 shares; 2025Q2: 9,652 shares; 2025Q3: 7,723 shares; 2025Q4: 5,704 shares; 2026Q1: 5,920 shares; 2026Q2: 5,774 shares 5,774 $4.16M 0.12% -146 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 8,311 shares; 2025Q1: 10,790 shares; 2025Q2: 10,728 shares; 2025Q3: 13,339 shares; 2025Q4: 12,493 shares; 2026Q1: 14,938 shares; 2026Q2: 16,868 shares 16,868 $4.15M 0.12% +1,930 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,380 shares; 2024Q4: 37,101 shares; 2025Q1: 31,191 shares; 2025Q2: 34,151 shares; 2025Q3: 35,693 shares; 2025Q4: 29,159 shares; 2026Q1: 29,178 shares; 2026Q2: 24,757 shares 24,757 $4.15M 0.12% -4,421 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: 58,171 shares; 2024Q4: 68,002 shares; 2025Q1: 15,256 shares; 2025Q2: 10,983 shares; 2025Q3: 22,563 shares; 2025Q4: 24,285 shares; 2026Q1: 22,587 shares; 2026Q2: 23,433 shares 23,433 $4.13M 0.12% +846 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: 22,173 shares; 2024Q4: 17,446 shares; 2025Q1: 57,192 shares; 2025Q2: 49,780 shares; 2025Q3: 44,314 shares; 2025Q4: 42,743 shares; 2026Q1: 34,837 shares; 2026Q2: 32,906 shares 32,906 $4.09M 0.12% -1,931 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: 9,665 shares; 2024Q4: 10,574 shares; 2025Q1: 7,040 shares; 2025Q2: 6,766 shares; 2025Q3: 18,532 shares; 2025Q4: 20,624 shares; 2026Q1: 18,925 shares; 2026Q2: 22,035 shares 22,035 $4.07M 0.12% +3,110 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,457 shares; 2024Q4: 16,390 shares; 2025Q1: 21,317 shares; 2025Q2: 25,512 shares; 2025Q3: 30,415 shares; 2025Q4: 36,321 shares; 2026Q1: 38,328 shares; 2026Q2: 44,199 shares 44,199 $4.05M 0.12% +5,871 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: 10,888 shares; 2024Q4: 10,727 shares; 2025Q1: 15,857 shares; 2025Q2: 18,988 shares; 2025Q3: 36,538 shares; 2025Q4: 39,185 shares; 2026Q1: 42,424 shares; 2026Q2: 40,304 shares 40,304 $3.97M 0.12% -2,120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,516 shares; 2025Q4: 3,352 shares; 2026Q1: 5,528 shares; 2026Q2: 15,436 shares 15,436 $3.94M 0.12% +9,908 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: 2,016 shares; 2024Q4: 2,144 shares; 2025Q1: 2,645 shares; 2025Q2: 50,819 shares; 2025Q3: 54,241 shares; 2025Q4: 54,039 shares; 2026Q1: 52,939 shares; 2026Q2: 42,642 shares 42,642 $3.93M 0.12% -10,297 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,432 shares; 2024Q4: 87,937 shares; 2025Q1: 82,546 shares; 2025Q2: 89,875 shares; 2025Q3: 292,317 shares; 2025Q4: 358,511 shares; 2026Q1: 362,854 shares; 2026Q2: 278,987 shares 278,987 $3.88M 0.12% -83,867 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: 52,035 shares; 2024Q4: 56,228 shares; 2025Q1: 43,029 shares; 2025Q2: 32,269 shares; 2025Q3: 47,657 shares; 2025Q4: 46,915 shares; 2026Q1: 45,447 shares; 2026Q2: 46,888 shares 46,888 $3.87M 0.12% +1,441 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: 25,080 shares; 2024Q4: 27,504 shares; 2025Q1: 30,989 shares; 2025Q2: 100,442 shares; 2025Q3: 91,161 shares; 2025Q4: 90,986 shares; 2026Q1: 111,002 shares; 2026Q2: 32,857 shares 32,857 $3.86M 0.12% -78,145 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: 14,030 shares; 2024Q4: 14,678 shares; 2025Q1: 20,492 shares; 2025Q2: 21,450 shares; 2025Q3: 47,740 shares; 2025Q4: 51,131 shares; 2026Q1: 49,921 shares; 2026Q2: 48,460 shares 48,460 $3.85M 0.12% -1,461 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,556 shares; 2024Q4: 72,772 shares; 2025Q1: 80,481 shares; 2025Q2: 79,398 shares; 2025Q3: 66,464 shares; 2025Q4: 57,729 shares; 2026Q1: 47,577 shares; 2026Q2: 51,529 shares 51,529 $3.83M 0.11% +3,952 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,661 shares; 2024Q4: 64,293 shares; 2025Q1: 68,980 shares; 2025Q2: 68,769 shares; 2025Q3: 92,283 shares; 2025Q4: 91,139 shares; 2026Q1: 82,563 shares; 2026Q2: 54,049 shares 54,049 $3.79M 0.11% -28,514 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: 62,712 shares; 2024Q4: 69,637 shares; 2025Q1: 102,350 shares; 2025Q2: 93,343 shares; 2025Q3: 164,124 shares; 2025Q4: 197,114 shares; 2026Q1: 184,580 shares; 2026Q2: 157,175 shares 157,175 $3.78M 0.11% -27,405 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: 20,077 shares; 2024Q4: 21,659 shares; 2025Q1: 17,876 shares; 2025Q2: 19,574 shares; 2025Q3: 26,726 shares; 2025Q4: 27,166 shares; 2026Q1: 25,548 shares; 2026Q2: 18,630 shares 18,630 $3.74M 0.11% -6,918 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: not reported; 2024Q4: not reported; 2025Q1: 9,464 shares; 2025Q2: 8,717 shares; 2025Q3: 20,849 shares; 2025Q4: 21,510 shares; 2026Q1: 25,053 shares; 2026Q2: 32,008 shares 32,008 $3.73M 0.11% +6,955 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: 48,561 shares; 2024Q4: 54,256 shares; 2025Q1: 69,835 shares; 2025Q2: 71,104 shares; 2025Q3: 78,819 shares; 2025Q4: 73,796 shares; 2026Q1: 74,896 shares; 2026Q2: 70,900 shares 70,900 $3.72M 0.11% -3,996 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: 8,357 shares; 2024Q4: 8,480 shares; 2025Q1: 8,489 shares; 2025Q2: 9,510 shares; 2025Q3: 7,866 shares; 2025Q4: 7,028 shares; 2026Q1: 6,635 shares; 2026Q2: 7,259 shares 7,259 $3.7M 0.11% +624 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: 3,520 shares; 2024Q4: 3,990 shares; 2025Q1: 4,315 shares; 2025Q2: 4,848 shares; 2025Q3: 5,675 shares; 2025Q4: 6,298 shares; 2026Q1: 7,100 shares; 2026Q2: 7,354 shares 7,354 $3.64M 0.11% +254 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: 8,369 shares; 2024Q4: 9,550 shares; 2025Q1: 17,616 shares; 2025Q2: 16,354 shares; 2025Q3: 17,368 shares; 2025Q4: 18,107 shares; 2026Q1: 14,285 shares; 2026Q2: 16,101 shares 16,101 $3.61M 0.11% +1,816 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: 51,617 shares; 2024Q4: 54,400 shares; 2025Q1: 94,846 shares; 2025Q2: 93,487 shares; 2025Q3: 106,768 shares; 2025Q4: 114,391 shares; 2026Q1: 35,129 shares; 2026Q2: 37,354 shares 37,354 $3.6M 0.11% +2,225 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: 12,527 shares; 2024Q4: 12,343 shares; 2025Q1: 20,013 shares; 2025Q2: 20,637 shares; 2025Q3: 27,126 shares; 2025Q4: 30,536 shares; 2026Q1: 34,458 shares; 2026Q2: 35,133 shares 35,133 $3.59M 0.11% +675 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: not reported; 2024Q4: not reported; 2025Q1: 24,462 shares; 2025Q2: 110,578 shares; 2025Q3: 117,479 shares; 2025Q4: 9,132 shares; 2026Q1: 12,668 shares; 2026Q2: 67,688 shares 67,688 $3.4M 0.1% +55,020 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: 14,995 shares; 2024Q4: 17,010 shares; 2025Q1: 23,444 shares; 2025Q2: 29,388 shares; 2025Q3: 31,288 shares; 2025Q4: 30,418 shares; 2026Q1: 31,273 shares; 2026Q2: 30,784 shares 30,784 $3.4M 0.1% -489 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: 15,138 shares; 2024Q4: 7,721 shares; 2025Q1: 21,314 shares; 2025Q2: 4,547 shares; 2025Q3: 9,011 shares; 2025Q4: 11,203 shares; 2026Q1: 10,122 shares; 2026Q2: 8,474 shares 8,474 $3.37M 0.1% -1,648 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,527 shares; 2025Q1: 15,795 shares; 2025Q2: 17,380 shares; 2025Q3: 51,134 shares; 2025Q4: 59,643 shares; 2026Q1: 68,709 shares; 2026Q2: 61,748 shares 61,748 $3.3M 0.1% -6,961 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: 2,465 shares; 2024Q4: 3,129 shares; 2025Q1: 9,938 shares; 2025Q2: 10,381 shares; 2025Q3: 18,380 shares; 2025Q4: 17,974 shares; 2026Q1: 15,591 shares; 2026Q2: 15,659 shares 15,659 $3.27M 0.1% +68 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: 32,242 shares; 2024Q4: 44,469 shares; 2025Q1: 53,190 shares; 2025Q2: 53,506 shares; 2025Q3: 15,656 shares; 2025Q4: 20,575 shares; 2026Q1: 38,067 shares; 2026Q2: 55,716 shares 55,716 $3.21M 0.1% +17,649 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,804 shares; 2025Q2: 15,062 shares; 2025Q3: 2,669 shares; 2025Q4: 3,492 shares; 2026Q1: 4,284 shares; 2026Q2: 10,762 shares 10,762 $3.21M 0.1% +6,478 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: 12,666 shares; 2024Q4: 15,405 shares; 2025Q1: 23,477 shares; 2025Q2: 13,244 shares; 2025Q3: 15,358 shares; 2025Q4: 15,105 shares; 2026Q1: 17,076 shares; 2026Q2: 21,818 shares 21,818 $3.16M 0.09% +4,742 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: 13,822 shares; 2024Q4: 16,969 shares; 2025Q1: 21,833 shares; 2025Q2: 22,413 shares; 2025Q3: 12,854 shares; 2025Q4: 13,891 shares; 2026Q1: 15,087 shares; 2026Q2: 14,268 shares 14,268 $3.15M 0.09% -819 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,182 shares; 2024Q4: 30,763 shares; 2025Q1: 33,920 shares; 2025Q2: 35,284 shares; 2025Q3: 39,376 shares; 2025Q4: 46,164 shares; 2026Q1: 47,714 shares; 2026Q2: 45,689 shares 45,689 $3.12M 0.09% -2,025 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: 5,049 shares; 2024Q4: 5,351 shares; 2025Q1: 2,823 shares; 2025Q2: 4,281 shares; 2025Q3: 6,880 shares; 2025Q4: 7,423 shares; 2026Q1: 7,145 shares; 2026Q2: 7,258 shares 7,258 $3.09M 0.09% +113 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,963 shares; 2024Q4: 5,537 shares; 2025Q1: 29,591 shares; 2025Q2: 31,179 shares; 2025Q3: 32,185 shares; 2025Q4: 33,868 shares; 2026Q1: 33,830 shares; 2026Q2: 34,128 shares 34,128 $3.05M 0.09% +298 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,008 shares; 2024Q4: 8,466 shares; 2025Q1: 9,454 shares; 2025Q2: 10,447 shares; 2025Q3: 10,734 shares; 2025Q4: 11,465 shares; 2026Q1: 11,991 shares; 2026Q2: 12,824 shares 12,824 $3.04M 0.09% +833 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: 3,501 shares; 2024Q4: 3,697 shares; 2025Q1: 4,477 shares; 2025Q2: 4,507 shares; 2025Q3: 4,514 shares; 2025Q4: 3,604 shares; 2026Q1: 3,169 shares; 2026Q2: 3,101 shares 3,101 $3.03M 0.09% -68 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,981 shares; 2024Q4: 10,419 shares; 2025Q1: 11,430 shares; 2025Q2: 13,289 shares; 2025Q3: 55,842 shares; 2025Q4: 58,343 shares; 2026Q1: 68,757 shares; 2026Q2: 63,693 shares 63,693 $2.99M 0.09% -5,064 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: 8,098 shares; 2024Q4: 8,032 shares; 2025Q1: 8,184 shares; 2025Q2: 8,136 shares; 2025Q3: 21,369 shares; 2025Q4: 21,335 shares; 2026Q1: 18,991 shares; 2026Q2: 18,226 shares 18,226 $2.98M 0.09% -765 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 20,798 shares; 2025Q4: 34,229 shares; 2026Q1: 37,865 shares; 2026Q2: 39,859 shares 39,859 $2.97M 0.09% +1,994 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: 21,702 shares; 2024Q4: 22,439 shares; 2025Q1: 28,029 shares; 2025Q2: 29,377 shares; 2025Q3: 43,098 shares; 2025Q4: 45,120 shares; 2026Q1: 40,191 shares; 2026Q2: 41,121 shares 41,121 $2.97M 0.09% +930 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: 18,156 shares; 2024Q4: 18,812 shares; 2025Q1: 32,279 shares; 2025Q2: 31,278 shares; 2025Q3: 30,202 shares; 2025Q4: 30,087 shares; 2026Q1: 29,297 shares; 2026Q2: 32,662 shares 32,662 $2.96M 0.09% +3,365 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,734 shares; 2024Q4: 10,518 shares; 2025Q1: 8,350 shares; 2025Q2: 5,651 shares; 2025Q3: 10,096 shares; 2025Q4: 10,795 shares; 2026Q1: 10,770 shares; 2026Q2: 9,856 shares 9,856 $2.94M 0.09% -914 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: 16,189 shares; 2024Q4: 12,081 shares; 2025Q1: 22,018 shares; 2025Q2: 18,172 shares; 2025Q3: 17,481 shares; 2025Q4: 19,699 shares; 2026Q1: 19,459 shares; 2026Q2: 19,533 shares 19,533 $2.9M 0.09% +74 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: 1,691 shares; 2024Q4: 1,378 shares; 2025Q1: 2,168 shares; 2025Q2: 2,301 shares; 2025Q3: 4,243 shares; 2025Q4: 4,184 shares; 2026Q1: 4,214 shares; 2026Q2: 4,565 shares 4,565 $2.9M 0.09% +351 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,168 shares; 2024Q4: 5,085 shares; 2025Q1: 5,777 shares; 2025Q2: 6,116 shares; 2025Q3: 6,805 shares; 2025Q4: 8,521 shares; 2026Q1: 11,097 shares; 2026Q2: 10,353 shares 10,353 $2.88M 0.09% -744 Timeline JPLD 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: 27,592 shares; 2025Q3: 26,054 shares; 2025Q4: 26,054 shares; 2026Q1: 30,822 shares; 2026Q2: 54,982 shares 54,982 $2.87M 0.09% +24,160 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,626 shares; 2024Q4: 15,813 shares; 2025Q1: 17,698 shares; 2025Q2: 19,000 shares; 2025Q3: 29,532 shares; 2025Q4: 28,773 shares; 2026Q1: 26,554 shares; 2026Q2: 24,497 shares 24,497 $2.86M 0.09% -2,057 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 5,252 shares; 2025Q1: 6,549 shares; 2025Q2: 6,959 shares; 2025Q3: 7,282 shares; 2025Q4: 7,590 shares; 2026Q1: 7,717 shares; 2026Q2: 8,615 shares 8,615 $2.84M 0.09% +898 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: 11,512 shares; 2024Q4: 11,448 shares; 2025Q1: 14,939 shares; 2025Q2: 6,591 shares; 2025Q3: 9,894 shares; 2025Q4: 9,412 shares; 2026Q1: 7,925 shares; 2026Q2: 7,847 shares 7,847 $2.84M 0.08% -78 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: 16,002 shares; 2024Q4: 16,187 shares; 2025Q1: 16,039 shares; 2025Q2: 14,662 shares; 2025Q3: 23,355 shares; 2025Q4: 22,376 shares; 2026Q1: 19,618 shares; 2026Q2: 18,077 shares 18,077 $2.83M 0.08% -1,541 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,003 shares; 2024Q4: 16,531 shares; 2025Q1: 16,131 shares; 2025Q2: 16,107 shares; 2025Q3: 19,395 shares; 2025Q4: 19,822 shares; 2026Q1: 20,440 shares; 2026Q2: 21,299 shares 21,299 $2.82M 0.08% +859 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,181 shares; 2025Q2: 35,150 shares; 2025Q3: 21,573 shares; 2025Q4: 25,226 shares; 2026Q1: 25,374 shares; 2026Q2: 26,244 shares 26,244 $2.82M 0.08% +870 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,155 shares; 2024Q4: 9,987 shares; 2025Q1: 7,410 shares; 2025Q2: 9,067 shares; 2025Q3: 8,788 shares; 2025Q4: 11,785 shares; 2026Q1: 12,389 shares; 2026Q2: 13,249 shares 13,249 $2.82M 0.08% +860 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: 8,783 shares; 2024Q4: 8,808 shares; 2025Q1: 9,607 shares; 2025Q2: 10,086 shares; 2025Q3: 9,419 shares; 2025Q4: 7,896 shares; 2026Q1: 7,429 shares; 2026Q2: 7,126 shares 7,126 $2.78M 0.08% -303 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 2,555 shares; 2025Q1: 4,540 shares; 2025Q2: 5,760 shares; 2025Q3: 5,724 shares; 2025Q4: 6,092 shares; 2026Q1: 6,846 shares; 2026Q2: 8,086 shares 8,086 $2.76M 0.08% +1,240 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,492 shares; 2024Q4: 30,247 shares; 2025Q1: 32,850 shares; 2025Q2: 33,991 shares; 2025Q3: 34,648 shares; 2025Q4: 32,618 shares; 2026Q1: 30,418 shares; 2026Q2: 32,418 shares 32,418 $2.74M 0.08% +2,000 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,753 shares; 2024Q4: 9,008 shares; 2025Q1: 5,847 shares; 2025Q2: 4,794 shares; 2025Q3: 5,289 shares; 2025Q4: 5,737 shares; 2026Q1: 6,556 shares; 2026Q2: 7,724 shares 7,724 $2.74M 0.08% +1,168 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,382 shares; 2024Q4: 14,932 shares; 2025Q1: 14,429 shares; 2025Q2: 11,841 shares; 2025Q3: 16,129 shares; 2025Q4: 20,457 shares; 2026Q1: 19,116 shares; 2026Q2: 21,921 shares 21,921 $2.73M 0.08% +2,805 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 3,950 shares; 2025Q1: 5,213 shares; 2025Q2: 5,372 shares; 2025Q3: 8,280 shares; 2025Q4: 8,291 shares; 2026Q1: 8,480 shares; 2026Q2: 8,535 shares 8,535 $2.68M 0.08% +55 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: 51,354 shares; 2024Q4: 53,652 shares; 2025Q1: 53,618 shares; 2025Q2: 52,954 shares; 2025Q3: 56,213 shares; 2025Q4: 55,042 shares; 2026Q1: 40,365 shares; 2026Q2: 30,432 shares 30,432 $2.67M 0.08% -9,933 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: 14,906 shares; 2024Q4: 5,603 shares; 2025Q1: 6,705 shares; 2025Q2: 6,167 shares; 2025Q3: 15,607 shares; 2025Q4: 16,779 shares; 2026Q1: 17,797 shares; 2026Q2: 19,347 shares 19,347 $2.62M 0.08% +1,550 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 34,720 shares; 2025Q3: 33,242 shares; 2025Q4: 34,016 shares; 2026Q1: 39,427 shares; 2026Q2: 57,249 shares 57,249 $2.6M 0.08% +17,822 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,492 shares; 2024Q4: 32,885 shares; 2025Q1: 49,303 shares; 2025Q2: 47,134 shares; 2025Q3: 38,239 shares; 2025Q4: 33,418 shares; 2026Q1: 10,889 shares; 2026Q2: 10,702 shares 10,702 $2.59M 0.08% -187 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: 1,109 shares; 2024Q4: 1,022 shares; 2025Q1: 1,007 shares; 2025Q2: 996 shares; 2025Q3: 8,484 shares; 2025Q4: 7,964 shares; 2026Q1: 6,679 shares; 2026Q2: 29,441 shares 29,441 $2.59M 0.08% +22,762 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: 17,786 shares; 2024Q4: 17,347 shares; 2025Q1: 16,954 shares; 2025Q2: 16,808 shares; 2025Q3: 16,279 shares; 2025Q4: 16,341 shares; 2026Q1: 16,334 shares; 2026Q2: 16,202 shares 16,202 $2.56M 0.08% -132 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,246 shares; 2024Q4: 25,093 shares; 2025Q1: 14,822 shares; 2025Q2: 12,632 shares; 2025Q3: 31,598 shares; 2025Q4: 30,007 shares; 2026Q1: 26,081 shares; 2026Q2: 24,622 shares 24,622 $2.56M 0.08% -1,459 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,918 shares; 2024Q4: 20,578 shares; 2025Q1: 22,012 shares; 2025Q2: 21,317 shares; 2025Q3: 26,936 shares; 2025Q4: 39,508 shares; 2026Q1: 41,400 shares; 2026Q2: 50,923 shares 50,923 $2.54M 0.08% +9,523 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,528 shares; 2024Q4: 27,197 shares; 2025Q1: 69,273 shares; 2025Q2: 60,310 shares; 2025Q3: 71,292 shares; 2025Q4: 72,402 shares; 2026Q1: 63,714 shares; 2026Q2: 52,529 shares 52,529 $2.52M 0.08% -11,185 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,084 shares; 2025Q3: 38,628 shares; 2025Q4: 41,311 shares; 2026Q1: 44,758 shares; 2026Q2: 54,024 shares 54,024 $2.52M 0.08% +9,266 Timeline BBAG 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: 18,090 shares; 2024Q4: 9,142 shares; 2025Q1: 11,526 shares; 2025Q2: 13,399 shares; 2025Q3: 53,450 shares; 2025Q4: 56,708 shares; 2026Q1: 63,020 shares; 2026Q2: 54,228 shares 54,228 $2.49M 0.07% -8,792 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,827 shares; 2025Q4: 10,397 shares; 2026Q1: 12,008 shares; 2026Q2: 14,005 shares 14,005 $2.46M 0.07% +1,997 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,099 shares; 2024Q4: 4,739 shares; 2025Q1: 7,453 shares; 2025Q2: 6,868 shares; 2025Q3: 6,129 shares; 2025Q4: 6,374 shares; 2026Q1: 7,921 shares; 2026Q2: 9,095 shares 9,095 $2.46M 0.07% +1,174 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,436 shares; 2024Q4: 66,744 shares; 2025Q1: 74,751 shares; 2025Q2: 79,344 shares; 2025Q3: 82,841 shares; 2025Q4: 80,472 shares; 2026Q1: 85,101 shares; 2026Q2: 81,451 shares 81,451 $2.46M 0.07% -3,650 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: 23,925 shares; 2024Q4: 21,235 shares; 2025Q1: 37,740 shares; 2025Q2: 35,145 shares; 2025Q3: 19,260 shares; 2025Q4: 16,909 shares; 2026Q1: 16,421 shares; 2026Q2: 31,998 shares 31,998 $2.45M 0.07% +15,577 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: 4,517 shares; 2024Q4: 5,710 shares; 2025Q1: 6,800 shares; 2025Q2: 6,376 shares; 2025Q3: 8,076 shares; 2025Q4: 8,509 shares; 2026Q1: 8,522 shares; 2026Q2: 9,385 shares 9,385 $2.44M 0.07% +863 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,426 shares; 2024Q4: 13,450 shares; 2025Q1: 36,138 shares; 2025Q2: 34,218 shares; 2025Q3: 15,775 shares; 2025Q4: 16,344 shares; 2026Q1: 20,194 shares; 2026Q2: 21,684 shares 21,684 $2.42M 0.07% +1,490 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 8,048 shares; 2025Q4: 7,891 shares; 2026Q1: 6,495 shares; 2026Q2: 8,999 shares 8,999 $2.42M 0.07% +2,504 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: 1,906 shares; 2024Q4: 2,035 shares; 2025Q1: 2,045 shares; 2025Q2: 1,602 shares; 2025Q3: 3,175 shares; 2025Q4: 16,043 shares; 2026Q1: 28,268 shares; 2026Q2: 24,154 shares 24,154 $2.4M 0.07% -4,114 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: 9,587 shares; 2024Q4: 11,100 shares; 2025Q1: 15,584 shares; 2025Q2: 20,507 shares; 2025Q3: 22,033 shares; 2025Q4: 20,130 shares; 2026Q1: 20,724 shares; 2026Q2: 24,882 shares 24,882 $2.35M 0.07% +4,158 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,865 shares; 2024Q4: 39,823 shares; 2025Q1: 93,840 shares; 2025Q2: 84,993 shares; 2025Q3: 43,147 shares; 2025Q4: 44,569 shares; 2026Q1: 47,860 shares; 2026Q2: 49,162 shares 49,162 $2.34M 0.07% +1,302 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,087 shares; 2025Q1: 1,249 shares; 2025Q2: 1,325 shares; 2025Q3: 1,481 shares; 2025Q4: 1,634 shares; 2026Q1: 1,662 shares; 2026Q2: 1,748 shares 1,748 $2.33M 0.07% +86 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: 4,169 shares; 2024Q4: 4,322 shares; 2025Q1: 6,394 shares; 2025Q2: 6,658 shares; 2025Q3: 11,958 shares; 2025Q4: 14,239 shares; 2026Q1: 13,340 shares; 2026Q2: 10,552 shares 10,552 $2.33M 0.07% -2,788 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 2,472 shares; 2025Q3: 5,563 shares; 2025Q4: 4,901 shares; 2026Q1: 5,003 shares; 2026Q2: 17,800 shares 17,800 $2.32M 0.07% +12,797 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: 8,448 shares; 2024Q4: 8,522 shares; 2025Q1: 12,410 shares; 2025Q2: 12,708 shares; 2025Q3: 19,999 shares; 2025Q4: 24,134 shares; 2026Q1: 24,826 shares; 2026Q2: 19,755 shares 19,755 $2.32M 0.07% -5,071 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,274 shares; 2024Q4: 9,880 shares; 2025Q1: 12,710 shares; 2025Q2: 12,728 shares; 2025Q3: 14,298 shares; 2025Q4: 12,678 shares; 2026Q1: 13,107 shares; 2026Q2: 20,892 shares 20,892 $2.29M 0.07% +7,785 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: 60,652 shares; 2024Q4: 48,377 shares; 2025Q1: 45,929 shares; 2025Q2: 39,832 shares; 2025Q3: 46,850 shares; 2025Q4: 48,794 shares; 2026Q1: 50,329 shares; 2026Q2: 48,162 shares 48,162 $2.29M 0.07% -2,167 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,376 shares; 2024Q4: 9,186 shares; 2025Q1: 9,881 shares; 2025Q2: 8,863 shares; 2025Q3: 8,710 shares; 2025Q4: 8,631 shares; 2026Q1: 8,616 shares; 2026Q2: 8,885 shares 8,885 $2.27M 0.07% +269 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,978 shares; 2024Q4: 5,718 shares; 2025Q1: 8,034 shares; 2025Q2: 8,001 shares; 2025Q3: 8,442 shares; 2025Q4: 8,732 shares; 2026Q1: 6,563 shares; 2026Q2: 6,755 shares 6,755 $2.24M 0.07% +192 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: not reported; 2024Q4: not reported; 2025Q1: 7,813 shares; 2025Q2: 13,657 shares; 2025Q3: 17,197 shares; 2025Q4: 23,575 shares; 2026Q1: 23,813 shares; 2026Q2: 23,900 shares 23,900 $2.23M 0.07% +87 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,822 shares; 2024Q4: 68,214 shares; 2025Q1: 55,180 shares; 2025Q2: 47,620 shares; 2025Q3: 68,991 shares; 2025Q4: 57,777 shares; 2026Q1: 54,842 shares; 2026Q2: 60,603 shares 60,603 $2.2M 0.07% +5,761 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,056 shares; 2024Q4: 12,632 shares; 2025Q1: 7,056 shares; 2025Q2: 8,016 shares; 2025Q3: 6,517 shares; 2025Q4: 6,941 shares; 2026Q1: 7,657 shares; 2026Q2: 8,092 shares 8,092 $2.18M 0.07% +435 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,529 shares; 2024Q4: 4,865 shares; 2025Q1: 17,933 shares; 2025Q2: 19,063 shares; 2025Q3: 9,822 shares; 2025Q4: 9,054 shares; 2026Q1: 10,129 shares; 2026Q2: 10,232 shares 10,232 $2.18M 0.07% +103 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,563 shares; 2025Q2: 48,809 shares; 2025Q3: 33,442 shares; 2025Q4: 34,738 shares; 2026Q1: 16,000 shares; 2026Q2: 27,630 shares 27,630 $2.18M 0.07% +11,630 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,433 shares; 2024Q4: 19,663 shares; 2025Q1: 21,161 shares; 2025Q2: 21,725 shares; 2025Q3: 28,365 shares; 2025Q4: 30,587 shares; 2026Q1: 32,070 shares; 2026Q2: 30,054 shares 30,054 $2.17M 0.06% -2,016 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: 64,227 shares; 2024Q4: 63,544 shares; 2025Q1: 84,269 shares; 2025Q2: 43,462 shares; 2025Q3: 54,388 shares; 2025Q4: 62,576 shares; 2026Q1: 55,979 shares; 2026Q2: 42,530 shares 42,530 $2.14M 0.06% -13,449 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,569 shares; 2024Q4: 67,000 shares; 2025Q1: 92,443 shares; 2025Q2: 98,197 shares; 2025Q3: 75,808 shares; 2025Q4: 76,975 shares; 2026Q1: 66,108 shares; 2026Q2: 60,086 shares 60,086 $2.09M 0.06% -6,022 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,711 shares; 2024Q4: 30,766 shares; 2025Q1: 65,076 shares; 2025Q2: 7,521 shares; 2025Q3: 23,013 shares; 2025Q4: 24,048 shares; 2026Q1: 20,899 shares; 2026Q2: 21,714 shares 21,714 $2.09M 0.06% +815 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: 16,397 shares; 2024Q4: 15,061 shares; 2025Q1: 14,552 shares; 2025Q2: 14,214 shares; 2025Q3: 15,484 shares; 2025Q4: 15,058 shares; 2026Q1: 14,329 shares; 2026Q2: 46,958 shares 46,958 $2.08M 0.06% +32,629 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 5,813 shares; 2025Q1: 5,801 shares; 2025Q2: 7,310 shares; 2025Q3: 10,623 shares; 2025Q4: 11,187 shares; 2026Q1: 12,015 shares; 2026Q2: 15,172 shares 15,172 $2.08M 0.06% +3,157 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,445 shares; 2024Q4: 13,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,048 shares; 2025Q4: 86,970 shares; 2026Q1: 89,862 shares; 2026Q2: 117,198 shares 117,198 $2.08M 0.06% +27,336 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: not reported; 2024Q4: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,401 shares; 2025Q3: 5,115 shares; 2025Q4: 6,226 shares; 2026Q1: 7,296 shares; 2026Q2: 7,074 shares 7,074 $2.07M 0.06% -222 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 1,161 shares; 2025Q3: 1,130 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,573 shares 8,573 $2.05M 0.06% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,946 shares; 2024Q4: 12,871 shares; 2025Q1: 19,326 shares; 2025Q2: 22,753 shares; 2025Q3: 23,040 shares; 2025Q4: 24,261 shares; 2026Q1: 24,315 shares; 2026Q2: 25,464 shares 25,464 $2.04M 0.06% +1,149 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: 24,670 shares; 2024Q4: 19,073 shares; 2025Q1: 23,072 shares; 2025Q2: 21,441 shares; 2025Q3: 21,125 shares; 2025Q4: 23,611 shares; 2026Q1: 24,576 shares; 2026Q2: 26,467 shares 26,467 $2.04M 0.06% +1,891 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: 2,270 shares; 2024Q4: 1,812 shares; 2025Q1: 4,491 shares; 2025Q2: 4,490 shares; 2025Q3: 9,912 shares; 2025Q4: 12,723 shares; 2026Q1: 11,160 shares; 2026Q2: 10,710 shares 10,710 $2.04M 0.06% -450 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: 68,882 shares; 2024Q4: 58,808 shares; 2025Q1: 56,032 shares; 2025Q2: 38,257 shares; 2025Q3: 41,830 shares; 2025Q4: 39,886 shares; 2026Q1: 38,693 shares; 2026Q2: 39,260 shares 39,260 $2.03M 0.06% +567 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,691 shares; 2024Q4: 6,848 shares; 2025Q1: 14,024 shares; 2025Q2: 14,121 shares; 2025Q3: 13,125 shares; 2025Q4: 13,120 shares; 2026Q1: 13,293 shares; 2026Q2: 12,806 shares 12,806 $2.01M 0.06% -487 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,350 shares; 2024Q4: 19,569 shares; 2025Q1: 20,955 shares; 2025Q2: 20,890 shares; 2025Q3: 20,680 shares; 2025Q4: 19,891 shares; 2026Q1: 20,333 shares; 2026Q2: 22,399 shares 22,399 $2M 0.06% +2,066 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,077 shares; 2024Q4: 2,726 shares; 2025Q1: 2,921 shares; 2025Q2: 2,829 shares; 2025Q3: 2,633 shares; 2025Q4: 2,555 shares; 2026Q1: 10,898 shares; 2026Q2: 10,003 shares 10,003 $2M 0.06% -895 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,680 shares; 2025Q1: 3,384 shares; 2025Q2: 4,029 shares; 2025Q3: 5,251 shares; 2025Q4: 5,982 shares; 2026Q1: 6,114 shares; 2026Q2: 5,795 shares 5,795 $2M 0.06% -319 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: not reported; 2024Q4: 5,887 shares; 2025Q1: 14,542 shares; 2025Q2: 14,514 shares; 2025Q3: 13,233 shares; 2025Q4: 13,109 shares; 2026Q1: 13,109 shares; 2026Q2: 13,109 shares 13,109 $1.99M 0.06% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,878 shares; 2024Q4: 62,860 shares; 2025Q1: 61,406 shares; 2025Q2: 58,966 shares; 2025Q3: 54,396 shares; 2025Q4: 52,754 shares; 2026Q1: 49,877 shares; 2026Q2: 48,715 shares 48,715 $1.98M 0.06% -1,162 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 5,331 shares; 2025Q1: 5,029 shares; 2025Q2: 7,952 shares; 2025Q3: 12,946 shares; 2025Q4: 17,157 shares; 2026Q1: 21,120 shares; 2026Q2: 20,397 shares 20,397 $1.96M 0.06% -723 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,706 shares; 2024Q4: 39,292 shares; 2025Q1: 12,667 shares; 2025Q2: 12,771 shares; 2025Q3: 35,128 shares; 2025Q4: 39,447 shares; 2026Q1: 32,574 shares; 2026Q2: 25,241 shares 25,241 $1.95M 0.06% -7,333 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,860 shares; 2024Q4: 38,973 shares; 2025Q1: 39,814 shares; 2025Q2: 40,129 shares; 2025Q3: 34,729 shares; 2025Q4: 27,522 shares; 2026Q1: 21,329 shares; 2026Q2: 16,886 shares 16,886 $1.94M 0.06% -4,443 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,572 shares; 2024Q4: 31,241 shares; 2025Q1: 31,693 shares; 2025Q2: 31,759 shares; 2025Q3: 26,801 shares; 2025Q4: 23,032 shares; 2026Q1: 15,689 shares; 2026Q2: 23,880 shares 23,880 $1.94M 0.06% +8,191 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,110 shares; 2025Q2: 12,021 shares; 2025Q3: 6,338 shares; 2025Q4: 8,076 shares; 2026Q1: 7,955 shares; 2026Q2: 7,755 shares 7,755 $1.85M 0.06% -200 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,796 shares; 2024Q4: 10,787 shares; 2025Q1: 9,442 shares; 2025Q2: 8,652 shares; 2025Q3: 6,619 shares; 2025Q4: 5,495 shares; 2026Q1: 4,410 shares; 2026Q2: 3,701 shares 3,701 $1.84M 0.05% -709 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: 45,425 shares; 2024Q4: 31,149 shares; 2025Q1: 25,160 shares; 2025Q2: 22,798 shares; 2025Q3: 23,210 shares; 2025Q4: 23,022 shares; 2026Q1: 20,822 shares; 2026Q2: 21,599 shares 21,599 $1.81M 0.05% +777 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: 20,090 shares; 2024Q4: 19,571 shares; 2025Q1: 19,486 shares; 2025Q2: 19,231 shares; 2025Q3: 18,636 shares; 2025Q4: 13,916 shares; 2026Q1: 10,151 shares; 2026Q2: 9,740 shares 9,740 $1.8M 0.05% -411 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: 16,894 shares; 2024Q4: 17,074 shares; 2025Q1: 19,986 shares; 2025Q2: 18,086 shares; 2025Q3: 16,596 shares; 2025Q4: 16,156 shares; 2026Q1: 15,714 shares; 2026Q2: 15,261 shares 15,261 $1.79M 0.05% -453 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: 383 shares; 2025Q2: 437 shares; 2025Q3: 1,273 shares; 2025Q4: 1,366 shares; 2026Q1: 1,634 shares; 2026Q2: 1,715 shares 1,715 $1.79M 0.05% +81 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: 24,952 shares; 2024Q4: 23,932 shares; 2025Q1: 28,078 shares; 2025Q2: 28,465 shares; 2025Q3: 28,810 shares; 2025Q4: 27,475 shares; 2026Q1: 27,446 shares; 2026Q2: 14,118 shares 14,118 $1.79M 0.05% -13,328 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: 9,693 shares; 2024Q4: 9,317 shares; 2025Q1: 10,265 shares; 2025Q2: 9,679 shares; 2025Q3: 10,983 shares; 2025Q4: 11,973 shares; 2026Q1: 13,591 shares; 2026Q2: 12,484 shares 12,484 $1.79M 0.05% -1,107 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: not reported; 2024Q4: not reported; 2025Q1: 2,815 shares; 2025Q2: 5,844 shares; 2025Q3: 7,261 shares; 2025Q4: 10,815 shares; 2026Q1: 11,970 shares; 2026Q2: 15,934 shares 15,934 $1.76M 0.05% +3,964 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: 9,054 shares; 2024Q4: 8,272 shares; 2025Q1: 7,409 shares; 2025Q2: 12,674 shares; 2025Q3: 16,163 shares; 2025Q4: 16,244 shares; 2026Q1: 16,173 shares; 2026Q2: 20,470 shares 20,470 $1.75M 0.05% +4,297 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,545 shares; 2024Q4: 5,884 shares; 2025Q1: 6,179 shares; 2025Q2: 4,770 shares; 2025Q3: 7,055 shares; 2025Q4: 6,619 shares; 2026Q1: 7,020 shares; 2026Q2: 7,618 shares 7,618 $1.75M 0.05% +598 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,990 shares; 2024Q4: 11,285 shares; 2025Q1: 13,834 shares; 2025Q2: 16,077 shares; 2025Q3: 17,035 shares; 2025Q4: 17,325 shares; 2026Q1: 15,038 shares; 2026Q2: 14,735 shares 14,735 $1.72M 0.05% -303 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: 4,302 shares; 2024Q4: 4,419 shares; 2025Q1: 5,168 shares; 2025Q2: 5,860 shares; 2025Q3: 4,483 shares; 2025Q4: 3,811 shares; 2026Q1: 3,483 shares; 2026Q2: 3,328 shares 3,328 $1.7M 0.05% -155 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: 1,380 shares; 2024Q4: 1,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,235 shares; 2025Q3: 2,068 shares; 2025Q4: 2,212 shares; 2026Q1: 2,303 shares; 2026Q2: 2,374 shares 2,374 $1.69M 0.05% +71 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: 3,544 shares; 2025Q1: 3,479 shares; 2025Q2: 17,843 shares; 2025Q3: 17,215 shares; 2025Q4: 17,599 shares; 2026Q1: 20,267 shares; 2026Q2: 18,312 shares 18,312 $1.69M 0.05% -1,955 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,210 shares; 2024Q4: 12,606 shares; 2025Q1: 15,346 shares; 2025Q2: 13,642 shares; 2025Q3: 19,492 shares; 2025Q4: 22,107 shares; 2026Q1: 21,416 shares; 2026Q2: 22,072 shares 22,072 $1.68M 0.05% +656 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,278 shares; 2024Q4: 31,142 shares; 2025Q1: 31,790 shares; 2025Q2: 31,525 shares; 2025Q3: 31,656 shares; 2025Q4: 31,031 shares; 2026Q1: 29,767 shares; 2026Q2: 35,538 shares 35,538 $1.68M 0.05% +5,771 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: not reported; 2025Q1: 2,592 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,405 shares; 2026Q1: 19,034 shares; 2026Q2: 22,915 shares 22,915 $1.67M 0.05% +3,881 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: 49,979 shares; 2024Q4: 48,610 shares; 2025Q1: 41,918 shares; 2025Q2: 39,405 shares; 2025Q3: 6,661 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,276 shares 21,276 $1.66M 0.05% new 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: not reported; 2024Q4: 2,824 shares; 2025Q1: 5,897 shares; 2025Q2: 4,682 shares; 2025Q3: 20,516 shares; 2025Q4: 31,472 shares; 2026Q1: 34,062 shares; 2026Q2: 40,329 shares 40,329 $1.66M 0.05% +6,267 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: 19,823 shares; 2024Q4: 20,068 shares; 2025Q1: 16,941 shares; 2025Q2: 17,096 shares; 2025Q3: 16,700 shares; 2025Q4: 16,834 shares; 2026Q1: 16,944 shares; 2026Q2: 16,854 shares 16,854 $1.66M 0.05% -90 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: 3,607 shares; 2024Q4: 4,083 shares; 2025Q1: 9,707 shares; 2025Q2: 10,347 shares; 2025Q3: 12,877 shares; 2025Q4: 14,699 shares; 2026Q1: 15,272 shares; 2026Q2: 17,256 shares 17,256 $1.65M 0.05% +1,984 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: 8,539 shares; 2024Q4: 8,968 shares; 2025Q1: 9,011 shares; 2025Q2: 9,051 shares; 2025Q3: 6,844 shares; 2025Q4: 6,683 shares; 2026Q1: 3,958 shares; 2026Q2: 4,053 shares 4,053 $1.65M 0.05% +95 Timeline HYD 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: not reported; 2026Q2: 31,542 shares 31,542 $1.62M 0.05% new 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: 34,534 shares; 2024Q4: 27,294 shares; 2025Q1: 32,688 shares; 2025Q2: 29,286 shares; 2025Q3: 32,706 shares; 2025Q4: 37,459 shares; 2026Q1: 57,285 shares; 2026Q2: 66,041 shares 66,041 $1.62M 0.05% +8,756 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,288 shares; 2024Q4: 15,297 shares; 2025Q1: 49,942 shares; 2025Q2: 45,148 shares; 2025Q3: 39,571 shares; 2025Q4: 35,769 shares; 2026Q1: 34,601 shares; 2026Q2: 37,895 shares 37,895 $1.62M 0.05% +3,294 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: 13,402 shares; 2024Q4: 26,547 shares; 2025Q1: 30,091 shares; 2025Q2: 11,846 shares; 2025Q3: 7,318 shares; 2025Q4: 6,400 shares; 2026Q1: 6,000 shares; 2026Q2: 5,261 shares 5,261 $1.59M 0.05% -739 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,843 shares; 2024Q4: 16,427 shares; 2025Q1: 21,127 shares; 2025Q2: 20,150 shares; 2025Q3: 18,646 shares; 2025Q4: 14,661 shares; 2026Q1: 15,302 shares; 2026Q2: 9,457 shares 9,457 $1.58M 0.05% -5,845 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: 2,630 shares; 2024Q4: 2,665 shares; 2025Q1: 2,897 shares; 2025Q2: 3,092 shares; 2025Q3: 4,021 shares; 2025Q4: 4,031 shares; 2026Q1: 4,097 shares; 2026Q2: 4,075 shares 4,075 $1.57M 0.05% -22 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: 656 shares; 2026Q2: 682 shares 682 $1.55M 0.05% +26 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 2,430 shares; 2025Q1: 3,101 shares; 2025Q2: 3,392 shares; 2025Q3: 4,317 shares; 2025Q4: 4,610 shares; 2026Q1: 5,423 shares; 2026Q2: 5,992 shares 5,992 $1.53M 0.05% +569 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,530 shares 13,530 $1.52M 0.05% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,256 shares; 2026Q2: 8,010 shares 8,010 $1.52M 0.05% -246 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,699 shares; 2026Q1: 7,796 shares; 2026Q2: 14,173 shares 14,173 $1.51M 0.05% +6,377 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: 10,587 shares; 2024Q4: 10,494 shares; 2025Q1: 12,741 shares; 2025Q2: 3,587 shares; 2025Q3: 8,540 shares; 2025Q4: 7,868 shares; 2026Q1: 7,541 shares; 2026Q2: 9,244 shares 9,244 $1.51M 0.05% +1,703 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,982 shares; 2024Q4: 3,972 shares; 2025Q1: 4,109 shares; 2025Q2: 6,600 shares; 2025Q3: 5,434 shares; 2025Q4: 5,475 shares; 2026Q1: 6,286 shares; 2026Q2: 6,363 shares 6,363 $1.51M 0.05% +77 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: 5,286 shares; 2024Q4: 8,083 shares; 2025Q1: 17,263 shares; 2025Q2: 38,301 shares; 2025Q3: 17,137 shares; 2025Q4: 21,754 shares; 2026Q1: 20,686 shares; 2026Q2: 19,265 shares 19,265 $1.51M 0.05% -1,421 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,004 shares; 2024Q4: 20,604 shares; 2025Q1: 20,483 shares; 2025Q2: 19,469 shares; 2025Q3: 28,458 shares; 2025Q4: 26,662 shares; 2026Q1: 28,596 shares; 2026Q2: 20,971 shares 20,971 $1.49M 0.04% -7,625 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,948 shares; 2025Q4: 6,034 shares; 2026Q1: 6,836 shares; 2026Q2: 6,852 shares 6,852 $1.48M 0.04% +16 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,585 shares; 2024Q4: 132,039 shares; 2025Q1: 292,623 shares; 2025Q2: 25,191 shares; 2025Q3: 14,787 shares; 2025Q4: 14,482 shares; 2026Q1: 14,387 shares; 2026Q2: 14,415 shares 14,415 $1.47M 0.04% +28 Timeline JNK 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: 17,720 shares; 2024Q4: 23,756 shares; 2025Q1: 11,968 shares; 2025Q2: 14,322 shares; 2025Q3: 17,305 shares; 2025Q4: 11,626 shares; 2026Q1: 12,881 shares; 2026Q2: 15,214 shares 15,214 $1.47M 0.04% +2,333 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 1,466 shares; 2025Q1: 1,071 shares; 2025Q2: 1,030 shares; 2025Q3: 3,263 shares; 2025Q4: 3,442 shares; 2026Q1: 4,694 shares; 2026Q2: 5,022 shares 5,022 $1.46M 0.04% +328 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: not reported; 2024Q4: not reported; 2025Q1: 7,938 shares; 2025Q2: 7,089 shares; 2025Q3: 7,209 shares; 2025Q4: 7,150 shares; 2026Q1: 8,937 shares; 2026Q2: 8,882 shares 8,882 $1.46M 0.04% -55 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: 6,205 shares; 2024Q4: 4,830 shares; 2025Q1: 5,425 shares; 2025Q2: 4,771 shares; 2025Q3: 4,598 shares; 2025Q4: 9,742 shares; 2026Q1: 8,618 shares; 2026Q2: 7,634 shares 7,634 $1.45M 0.04% -984 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,833 shares; 2024Q4: 8,822 shares; 2025Q1: 12,586 shares; 2025Q2: 13,454 shares; 2025Q3: 5,716 shares; 2025Q4: 5,542 shares; 2026Q1: 5,636 shares; 2026Q2: 5,086 shares 5,086 $1.44M 0.04% -550 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,569 shares; 2024Q4: 17,612 shares; 2025Q1: 25,866 shares; 2025Q2: 26,245 shares; 2025Q3: 26,291 shares; 2025Q4: 24,888 shares; 2026Q1: 24,391 shares; 2026Q2: 23,089 shares 23,089 $1.43M 0.04% -1,302 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,495 shares; 2024Q4: 29,890 shares; 2025Q1: 46,658 shares; 2025Q2: 45,919 shares; 2025Q3: 45,998 shares; 2025Q4: 25,513 shares; 2026Q1: 20,526 shares; 2026Q2: 24,187 shares 24,187 $1.4M 0.04% +3,661 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,281 shares; 2024Q4: 11,750 shares; 2025Q1: 31,411 shares; 2025Q2: 20,604 shares; 2025Q3: 24,502 shares; 2025Q4: 30,816 shares; 2026Q1: 23,348 shares; 2026Q2: 11,456 shares 11,456 $1.39M 0.04% -11,892 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 2,287 shares; 2025Q4: 2,334 shares; 2026Q1: 2,309 shares; 2026Q2: 2,400 shares 2,400 $1.38M 0.04% +91 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,847 shares; 2024Q4: 23,359 shares; 2025Q1: 33,150 shares; 2025Q2: 31,509 shares; 2025Q3: 12,153 shares; 2025Q4: 13,129 shares; 2026Q1: 13,729 shares; 2026Q2: 14,261 shares 14,261 $1.38M 0.04% +532 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,214 shares; 2025Q2: 8,623 shares; 2025Q3: 10,344 shares; 2025Q4: 12,371 shares; 2026Q1: 12,840 shares; 2026Q2: 17,040 shares 17,040 $1.38M 0.04% +4,200 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: 3,176 shares; 2024Q4: 3,827 shares; 2025Q1: 5,341 shares; 2025Q2: 5,248 shares; 2025Q3: 6,055 shares; 2025Q4: 6,898 shares; 2026Q1: 7,264 shares; 2026Q2: 8,499 shares 8,499 $1.38M 0.04% +1,235 Timeline CMS CMS ENERGY CORP More: the full row for CMS 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: 2,972 shares; 2025Q3: 24,594 shares; 2025Q4: 22,091 shares; 2026Q1: 16,798 shares; 2026Q2: 17,891 shares 17,891 $1.37M 0.04% +1,093 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: 12,048 shares; 2024Q4: 12,053 shares; 2025Q1: 12,806 shares; 2025Q2: 12,172 shares; 2025Q3: 12,856 shares; 2025Q4: 12,498 shares; 2026Q1: 13,100 shares; 2026Q2: 11,101 shares 11,101 $1.37M 0.04% -1,999 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,843 shares; 2024Q4: 5,109 shares; 2025Q1: 5,626 shares; 2025Q2: 5,044 shares; 2025Q3: 4,832 shares; 2025Q4: 4,689 shares; 2026Q1: 4,540 shares; 2026Q2: 5,744 shares 5,744 $1.37M 0.04% +1,204 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,047 shares; 2024Q4: 45,111 shares; 2025Q1: 51,985 shares; 2025Q2: 35,589 shares; 2025Q3: 31,952 shares; 2025Q4: 16,447 shares; 2026Q1: 16,750 shares; 2026Q2: 61,440 shares 61,440 $1.35M 0.04% +44,690 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,753 shares; 2024Q4: 56,453 shares; 2025Q1: 58,387 shares; 2025Q2: 59,560 shares; 2025Q3: 57,877 shares; 2025Q4: 38,590 shares; 2026Q1: 24,090 shares; 2026Q2: 28,199 shares 28,199 $1.34M 0.04% +4,109 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,321 shares; 2024Q4: 15,476 shares; 2025Q1: 21,448 shares; 2025Q2: 3,058 shares; 2025Q3: 10,315 shares; 2025Q4: 11,180 shares; 2026Q1: 8,431 shares; 2026Q2: 8,213 shares 8,213 $1.34M 0.04% -218 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,795 shares; 2026Q1: 18,389 shares; 2026Q2: 17,213 shares 17,213 $1.34M 0.04% -1,176 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 7,819 shares; 2025Q3: 9,019 shares; 2025Q4: 9,254 shares; 2026Q1: 10,121 shares; 2026Q2: 9,127 shares 9,127 $1.34M 0.04% -994 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,495 shares; 2025Q1: 2,680 shares; 2025Q2: 1,584 shares; 2025Q3: 8,564 shares; 2025Q4: 8,810 shares; 2026Q1: 5,905 shares; 2026Q2: 6,150 shares 6,150 $1.33M 0.04% +245 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: 5,140 shares; 2024Q4: 4,915 shares; 2025Q1: 4,242 shares; 2025Q2: 3,970 shares; 2025Q3: 6,548 shares; 2025Q4: 6,351 shares; 2026Q1: 6,020 shares; 2026Q2: 5,392 shares 5,392 $1.33M 0.04% -628 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 193 shares; 2025Q1: 323 shares; 2025Q2: 299 shares; 2025Q3: 389 shares; 2025Q4: 359 shares; 2026Q1: 293 shares; 2026Q2: 7,448 shares 7,448 $1.33M 0.04% +7,155 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,477 shares; 2025Q2: 3,914 shares; 2025Q3: 8,181 shares; 2025Q4: 14,067 shares; 2026Q1: 17,752 shares; 2026Q2: 15,252 shares 15,252 $1.33M 0.04% -2,500 Timeline VSS 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: 2,874 shares; 2024Q4: 1,980 shares; 2025Q1: 21,687 shares; 2025Q2: 16,199 shares; 2025Q3: 9,238 shares; 2025Q4: 8,625 shares; 2026Q1: 8,373 shares; 2026Q2: 8,496 shares 8,496 $1.31M 0.04% +123 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,424 shares; 2025Q2: 13,872 shares; 2025Q3: 12,032 shares; 2025Q4: 12,356 shares; 2026Q1: 13,489 shares; 2026Q2: 13,647 shares 13,647 $1.3M 0.04% +158 Timeline IGM 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: 10,534 shares; 2025Q2: 9,004 shares; 2025Q3: 10,701 shares; 2025Q4: 8,229 shares; 2026Q1: 8,220 shares; 2026Q2: 7,931 shares 7,931 $1.3M 0.04% -289 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: 27,573 shares; 2024Q4: 8,545 shares; 2025Q1: 13,060 shares; 2025Q2: 21,654 shares; 2025Q3: 17,514 shares; 2025Q4: 16,176 shares; 2026Q1: 16,251 shares; 2026Q2: 28,089 shares 28,089 $1.3M 0.04% +11,838 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: 2,605 shares; 2025Q1: 2,050 shares; 2025Q2: 1,353 shares; 2025Q3: 1,345 shares; 2025Q4: 1,385 shares; 2026Q1: 1,336 shares; 2026Q2: 1,347 shares 1,347 $1.3M 0.04% +11 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,645 shares; 2024Q4: 19,102 shares; 2025Q1: 18,740 shares; 2025Q2: 74,871 shares; 2025Q3: 26,685 shares; 2025Q4: 21,313 shares; 2026Q1: 20,632 shares; 2026Q2: 23,275 shares 23,275 $1.29M 0.04% +2,643 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,838 shares; 2024Q4: 10,908 shares; 2025Q1: 11,506 shares; 2025Q2: 10,926 shares; 2025Q3: 10,342 shares; 2025Q4: 10,556 shares; 2026Q1: 11,083 shares; 2026Q2: 11,947 shares 11,947 $1.29M 0.04% +864 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: 3,290 shares; 2024Q4: 2,315 shares; 2025Q1: 9,475 shares; 2025Q2: 9,420 shares; 2025Q3: 5,973 shares; 2025Q4: 6,072 shares; 2026Q1: 6,394 shares; 2026Q2: 5,433 shares 5,433 $1.29M 0.04% -961 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,227 shares; 2025Q1: 9,820 shares; 2025Q2: 7,623 shares; 2025Q3: 11,327 shares; 2025Q4: 11,718 shares; 2026Q1: 13,400 shares; 2026Q2: 14,437 shares 14,437 $1.28M 0.04% +1,037 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,849 shares; 2025Q1: 6,655 shares; 2025Q2: 7,737 shares; 2025Q3: 8,399 shares; 2025Q4: 8,106 shares; 2026Q1: 7,915 shares; 2026Q2: 7,370 shares 7,370 $1.28M 0.04% -545 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: 15,917 shares; 2024Q4: 14,876 shares; 2025Q1: 14,405 shares; 2025Q2: 15,052 shares; 2025Q3: 17,277 shares; 2025Q4: 16,962 shares; 2026Q1: 16,719 shares; 2026Q2: 34,624 shares 34,624 $1.28M 0.04% +17,905 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,736 shares; 2024Q4: 15,985 shares; 2025Q1: 27,633 shares; 2025Q2: 15,863 shares; 2025Q3: 8,437 shares; 2025Q4: 7,509 shares; 2026Q1: 7,091 shares; 2026Q2: 7,968 shares 7,968 $1.26M 0.04% +877 Timeline BBIN 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: 19,486 shares; 2024Q4: 17,823 shares; 2025Q1: 21,802 shares; 2025Q2: 24,347 shares; 2025Q3: 61,369 shares; 2025Q4: 66,966 shares; 2026Q1: 16,260 shares; 2026Q2: 16,077 shares 16,077 $1.26M 0.04% -183 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,598 shares; 2025Q4: 45,006 shares; 2026Q1: 48,613 shares; 2026Q2: 54,243 shares 54,243 $1.25M 0.04% +5,630 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,131 shares; 2024Q4: 13,564 shares; 2025Q1: 13,627 shares; 2025Q2: 13,119 shares; 2025Q3: 13,221 shares; 2025Q4: 10,145 shares; 2026Q1: 6,991 shares; 2026Q2: 6,075 shares 6,075 $1.25M 0.04% -916 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,246 shares; 2024Q4: 1,997 shares; 2025Q1: 2,505 shares; 2025Q2: 2,462 shares; 2025Q3: 2,886 shares; 2025Q4: 3,637 shares; 2026Q1: 4,518 shares; 2026Q2: 3,355 shares 3,355 $1.24M 0.04% -1,163 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: 1,527 shares; 2024Q4: 1,412 shares; 2025Q1: 1,566 shares; 2025Q2: 1,472 shares; 2025Q3: 1,512 shares; 2025Q4: 1,712 shares; 2026Q1: 1,660 shares; 2026Q2: 1,682 shares 1,682 $1.24M 0.04% +22 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,339 shares; 2025Q2: 6,740 shares; 2025Q3: 6,900 shares; 2025Q4: 9,084 shares; 2026Q1: 9,207 shares; 2026Q2: 11,879 shares 11,879 $1.23M 0.04% +2,672 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,884 shares; 2024Q4: 5,970 shares; 2025Q1: 4,774 shares; 2025Q2: 3,346 shares; 2025Q3: 3,202 shares; 2025Q4: 3,398 shares; 2026Q1: 3,359 shares; 2026Q2: 2,810 shares 2,810 $1.21M 0.04% -549 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,243 shares; 2025Q4: 16,977 shares; 2026Q1: 21,495 shares; 2026Q2: 26,144 shares 26,144 $1.21M 0.04% +4,649 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,795 shares; 2025Q3: 7,435 shares; 2025Q4: 7,628 shares; 2026Q1: 8,652 shares; 2026Q2: 9,514 shares 9,514 $1.2M 0.04% +862 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 5,041 shares; 2025Q2: 5,637 shares; 2025Q3: 5,191 shares; 2025Q4: 5,096 shares; 2026Q1: 5,491 shares; 2026Q2: 5,805 shares 5,805 $1.2M 0.04% +314 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,951 shares; 2024Q4: 7,614 shares; 2025Q1: 12,166 shares; 2025Q2: 5,358 shares; 2025Q3: 31,729 shares; 2025Q4: 32,459 shares; 2026Q1: 21,947 shares; 2026Q2: 24,652 shares 24,652 $1.2M 0.04% +2,705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares; 2025Q4: 3,357 shares; 2026Q1: 3,883 shares; 2026Q2: 7,047 shares 7,047 $1.19M 0.04% +3,164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,915 shares; 2026Q1: 1,854 shares; 2026Q2: 4,151 shares 4,151 $1.18M 0.04% +2,297 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,437 shares; 2024Q4: 9,500 shares; 2025Q1: 12,291 shares; 2025Q2: 11,587 shares; 2025Q3: 11,033 shares; 2025Q4: 9,409 shares; 2026Q1: 12,055 shares; 2026Q2: 11,694 shares 11,694 $1.17M 0.04% -361 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,531 shares; 2024Q4: 35,353 shares; 2025Q1: 28,106 shares; 2025Q2: 26,272 shares; 2025Q3: 20,833 shares; 2025Q4: 17,510 shares; 2026Q1: 13,996 shares; 2026Q2: 12,652 shares 12,652 $1.17M 0.04% -1,344 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 4,134 shares; 2025Q1: 3,831 shares; 2025Q2: 10,634 shares; 2025Q3: 16,394 shares; 2025Q4: 16,039 shares; 2026Q1: 15,329 shares; 2026Q2: 13,095 shares 13,095 $1.17M 0.03% -2,234 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,179 shares 5,179 $1.16M 0.03% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,481 shares; 2024Q4: 62,382 shares; 2025Q1: 63,653 shares; 2025Q2: 64,106 shares; 2025Q3: 62,915 shares; 2025Q4: 16,486 shares; 2026Q1: 19,898 shares; 2026Q2: 20,251 shares 20,251 $1.14M 0.03% +353 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,994 shares; 2024Q4: 12,558 shares; 2025Q1: 11,513 shares; 2025Q2: 14,518 shares; 2025Q3: 13,567 shares; 2025Q4: 12,427 shares; 2026Q1: 11,717 shares; 2026Q2: 10,450 shares 10,450 $1.14M 0.03% -1,267 Timeline SMB 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: 26,885 shares; 2025Q2: 49,004 shares; 2025Q3: 41,510 shares; 2025Q4: 45,538 shares; 2026Q1: 42,990 shares; 2026Q2: 65,349 shares 65,349 $1.13M 0.03% +22,359 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,061 shares 5,061 $1.12M 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 2,038 shares; 2025Q3: 2,929 shares; 2025Q4: 3,359 shares; 2026Q1: 3,318 shares; 2026Q2: 3,498 shares 3,498 $1.11M 0.03% +180 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,081 shares; 2024Q4: 4,778 shares; 2025Q1: 4,647 shares; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 5,909 shares; 2026Q1: 5,756 shares; 2026Q2: 5,805 shares 5,805 $1.1M 0.03% +49 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,383 shares; 2025Q1: 9,952 shares; 2025Q2: 7,452 shares; 2025Q3: 5,667 shares; 2025Q4: 18,876 shares; 2026Q1: 16,441 shares; 2026Q2: 17,968 shares 17,968 $1.1M 0.03% +1,527 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: not reported; 2025Q1: 3,357 shares; 2025Q2: not reported; 2025Q3: 6,012 shares; 2025Q4: 5,905 shares; 2026Q1: 13,268 shares; 2026Q2: 14,486 shares 14,486 $1.09M 0.03% +1,218 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 1,853 shares; 2025Q1: 4,612 shares; 2025Q2: 4,143 shares; 2025Q3: 4,853 shares; 2025Q4: 6,412 shares; 2026Q1: 7,220 shares; 2026Q2: 6,738 shares 6,738 $1.08M 0.03% -482 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: 16,409 shares; 2024Q4: 17,677 shares; 2025Q1: 13,743 shares; 2025Q2: 14,939 shares; 2025Q3: 20,193 shares; 2025Q4: 17,775 shares; 2026Q1: 18,219 shares; 2026Q2: 10,930 shares 10,930 $1.07M 0.03% -7,289 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 5,296 shares; 2025Q4: 5,339 shares; 2026Q1: 4,043 shares; 2026Q2: 4,000 shares 4,000 $1.07M 0.03% -43 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,002 shares; 2025Q1: 1,536 shares; 2025Q2: 1,678 shares; 2025Q3: 2,804 shares; 2025Q4: 2,709 shares; 2026Q1: 2,606 shares; 2026Q2: 2,406 shares 2,406 $1.07M 0.03% -200 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,536 shares; 2025Q4: 9,564 shares; 2026Q1: 8,036 shares; 2026Q2: 11,414 shares 11,414 $1.07M 0.03% +3,378 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,840 shares; 2024Q4: 10,802 shares; 2025Q1: 8,226 shares; 2025Q2: 5,961 shares; 2025Q3: 13,847 shares; 2025Q4: 15,174 shares; 2026Q1: 12,639 shares; 2026Q2: 14,039 shares 14,039 $1.07M 0.03% +1,400 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,157 shares; 2025Q2: 30,424 shares; 2025Q3: 28,865 shares; 2025Q4: 28,327 shares; 2026Q1: 28,692 shares; 2026Q2: 25,402 shares 25,402 $1.06M 0.03% -3,290 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,245 shares; 2025Q2: 4,549 shares; 2025Q3: 4,532 shares; 2025Q4: 5,018 shares; 2026Q1: 6,269 shares; 2026Q2: 7,266 shares 7,266 $1.06M 0.03% +997 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: 12,895 shares; 2024Q4: 11,256 shares; 2025Q1: 8,235 shares; 2025Q2: 7,170 shares; 2025Q3: 7,598 shares; 2025Q4: 6,026 shares; 2026Q1: 5,987 shares; 2026Q2: 6,425 shares 6,425 $1.05M 0.03% +438 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,175 shares; 2024Q4: 8,110 shares; 2025Q1: 8,390 shares; 2025Q2: 8,946 shares; 2025Q3: 9,517 shares; 2025Q4: 9,587 shares; 2026Q1: 9,306 shares; 2026Q2: 8,771 shares 8,771 $1.04M 0.03% -535 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,923 shares; 2024Q4: 26,734 shares; 2025Q1: 23,501 shares; 2025Q2: 28,435 shares; 2025Q3: 29,289 shares; 2025Q4: 29,154 shares; 2026Q1: 26,512 shares; 2026Q2: 23,067 shares 23,067 $1.04M 0.03% -3,445 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,137 shares; 2024Q4: 5,553 shares; 2025Q1: 4,963 shares; 2025Q2: 3,197 shares; 2025Q3: 3,116 shares; 2025Q4: 3,173 shares; 2026Q1: 2,216 shares; 2026Q2: 2,018 shares 2,018 $1.04M 0.03% -198 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: 11,743 shares; 2024Q4: 14,385 shares; 2025Q1: 32,411 shares; 2025Q2: 31,436 shares; 2025Q3: 31,125 shares; 2025Q4: 30,926 shares; 2026Q1: 31,561 shares; 2026Q2: 36,447 shares 36,447 $1.03M 0.03% +4,886 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: 7,328 shares; 2024Q4: 5,870 shares; 2025Q1: 8,369 shares; 2025Q2: 8,161 shares; 2025Q3: 13,459 shares; 2025Q4: 11,041 shares; 2026Q1: 10,928 shares; 2026Q2: 10,195 shares 10,195 $1.03M 0.03% -733 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 3,246 shares; 2025Q1: 3,537 shares; 2025Q2: 3,114 shares; 2025Q3: 3,295 shares; 2025Q4: 3,906 shares; 2026Q1: 3,811 shares; 2026Q2: 4,213 shares 4,213 $1.02M 0.03% +402 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,246 shares; 2025Q4: 13,410 shares; 2026Q1: 10,345 shares; 2026Q2: 12,411 shares 12,411 $1.02M 0.03% +2,066 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,260 shares; 2024Q4: 6,962 shares; 2025Q1: 19,784 shares; 2025Q2: 15,311 shares; 2025Q3: 17,262 shares; 2025Q4: 20,628 shares; 2026Q1: 25,417 shares; 2026Q2: 24,560 shares 24,560 $1.01M 0.03% -857 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,691 shares; 2025Q4: 9,317 shares; 2026Q1: 9,115 shares; 2026Q2: 9,925 shares 9,925 $1.01M 0.03% +810 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 10,993 shares; 2025Q4: 11,729 shares; 2026Q1: 9,391 shares; 2026Q2: 9,413 shares 9,413 $1.01M 0.03% +22 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,541 shares; 2024Q4: 7,134 shares; 2025Q1: 15,718 shares; 2025Q2: 24,568 shares; 2025Q3: 21,758 shares; 2025Q4: 20,269 shares; 2026Q1: 21,931 shares; 2026Q2: 22,658 shares 22,658 $1M 0.03% +727 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: 9,816 shares; 2024Q4: 9,148 shares; 2025Q1: 8,232 shares; 2025Q2: 3,005 shares; 2025Q3: 3,696 shares; 2025Q4: 3,534 shares; 2026Q1: 3,560 shares; 2026Q2: 2,907 shares 2,907 $996K 0.03% -653 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,008 shares; 2024Q4: 12,917 shares; 2025Q1: 13,574 shares; 2025Q2: 13,677 shares; 2025Q3: 8,568 shares; 2025Q4: 7,646 shares; 2026Q1: 7,771 shares; 2026Q2: 6,535 shares 6,535 $996K 0.03% -1,236 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: 7,770 shares; 2024Q4: 7,519 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,397 shares; 2025Q4: 7,464 shares; 2026Q1: 7,377 shares; 2026Q2: 7,453 shares 7,453 $981K 0.03% +76 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: 5,143 shares; 2025Q1: 8,305 shares; 2025Q2: 5,947 shares; 2025Q3: 6,958 shares; 2025Q4: 7,018 shares; 2026Q1: 6,945 shares; 2026Q2: 9,243 shares 9,243 $981K 0.03% +2,298 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 713 shares; 2025Q1: 735 shares; 2025Q2: 824 shares; 2025Q3: 1,069 shares; 2025Q4: 1,054 shares; 2026Q1: 1,142 shares; 2026Q2: 1,291 shares 1,291 $978K 0.03% +149 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,924 shares; 2024Q4: 7,422 shares; 2025Q1: 50,517 shares; 2025Q2: 44,067 shares; 2025Q3: 24,516 shares; 2025Q4: 37,585 shares; 2026Q1: 29,054 shares; 2026Q2: 25,208 shares 25,208 $976K 0.03% -3,846 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,566 shares; 2024Q4: 16,998 shares; 2025Q1: 19,125 shares; 2025Q2: 1,471 shares; 2025Q3: 2,454 shares; 2025Q4: 2,403 shares; 2026Q1: 3,317 shares; 2026Q2: 4,030 shares 4,030 $959K 0.03% +713 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,089 shares; 2024Q4: 15,879 shares; 2025Q1: 6,836 shares; 2025Q2: 5,994 shares; 2025Q3: 6,084 shares; 2025Q4: 6,046 shares; 2026Q1: 5,578 shares; 2026Q2: 6,196 shares 6,196 $959K 0.03% +618 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 383 shares; 2025Q1: 493 shares; 2025Q2: 401 shares; 2025Q3: 374 shares; 2025Q4: 363 shares; 2026Q1: 346 shares; 2026Q2: 300 shares 300 $959K 0.03% -46 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $952K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,142 shares; 2025Q1: 1,602 shares; 2025Q2: 2,133 shares; 2025Q3: 3,177 shares; 2025Q4: 4,037 shares; 2026Q1: 3,500 shares; 2026Q2: 3,633 shares 3,633 $948K 0.03% +133 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: 5,024 shares; 2024Q4: 5,092 shares; 2025Q1: 7,516 shares; 2025Q2: 7,440 shares; 2025Q3: 9,864 shares; 2025Q4: 11,590 shares; 2026Q1: 13,542 shares; 2026Q2: 23,441 shares 23,441 $944K 0.03% +9,899 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5,652 shares; 2025Q1: 1,803 shares; 2025Q2: 3,037 shares; 2025Q3: 2,841 shares; 2025Q4: 2,960 shares; 2026Q1: 3,212 shares; 2026Q2: 3,413 shares 3,413 $941K 0.03% +201 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,069 shares; 2025Q2: 50,885 shares; 2025Q3: 30,928 shares; 2025Q4: 31,552 shares; 2026Q1: 31,132 shares; 2026Q2: 31,354 shares 31,354 $940K 0.03% +222 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,147 shares; 2024Q4: 6,745 shares; 2025Q1: 6,475 shares; 2025Q2: 3,807 shares; 2025Q3: 4,742 shares; 2025Q4: 4,701 shares; 2026Q1: 4,654 shares; 2026Q2: 4,556 shares 4,556 $939K 0.03% -98 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,792 shares; 2025Q2: 17,370 shares; 2025Q3: 13,074 shares; 2025Q4: 14,093 shares; 2026Q1: 18,324 shares; 2026Q2: 20,706 shares 20,706 $934K 0.03% +2,382 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,837 shares; 2026Q1: 17,553 shares; 2026Q2: 26,908 shares 26,908 $929K 0.03% +9,355 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,550 shares; 2024Q4: 19,380 shares; 2025Q1: 21,004 shares; 2025Q2: 23,030 shares; 2025Q3: 25,588 shares; 2025Q4: 27,076 shares; 2026Q1: 29,888 shares; 2026Q2: 32,929 shares 32,929 $916K 0.03% +3,041 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,810 shares; 2025Q2: 5,977 shares; 2025Q3: 8,170 shares; 2025Q4: 8,507 shares; 2026Q1: 7,553 shares; 2026Q2: 6,719 shares 6,719 $914K 0.03% -834 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,554 shares; 2025Q2: 56,691 shares; 2025Q3: 58,489 shares; 2025Q4: 66,482 shares; 2026Q1: 70,905 shares; 2026Q2: 65,528 shares 65,528 $904K 0.03% -5,377 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,865 shares; 2024Q4: 36,562 shares; 2025Q1: 34,089 shares; 2025Q2: 32,948 shares; 2025Q3: 15,809 shares; 2025Q4: 13,568 shares; 2026Q1: 13,101 shares; 2026Q2: 13,106 shares 13,106 $903K 0.03% +5 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: 22,280 shares; 2024Q4: 21,814 shares; 2025Q1: 12,353 shares; 2025Q2: 17,130 shares; 2025Q3: 26,388 shares; 2025Q4: 20,418 shares; 2026Q1: 16,608 shares; 2026Q2: 15,656 shares 15,656 $903K 0.03% -952 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,783 shares; 2024Q4: 51,792 shares; 2025Q1: 55,141 shares; 2025Q2: 55,628 shares; 2025Q3: 40,336 shares; 2025Q4: 10,633 shares; 2026Q1: 9,410 shares; 2026Q2: 23,639 shares 23,639 $901K 0.03% +14,229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,420 shares; 2025Q4: 5,808 shares; 2026Q1: 5,784 shares; 2026Q2: 6,433 shares 6,433 $895K 0.03% +649 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: 20,595 shares; 2024Q4: 20,236 shares; 2025Q1: 21,454 shares; 2025Q2: 21,369 shares; 2025Q3: 24,761 shares; 2025Q4: 25,054 shares; 2026Q1: 29,913 shares; 2026Q2: 32,559 shares 32,559 $894K 0.03% +2,646 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,149 shares; 2024Q4: 7,333 shares; 2025Q1: 10,874 shares; 2025Q2: 9,725 shares; 2025Q3: 5,035 shares; 2025Q4: 2,843 shares; 2026Q1: 2,540 shares; 2026Q2: 2,640 shares 2,640 $893K 0.03% +100 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 11,292 shares; 2025Q3: 16,828 shares; 2025Q4: 17,256 shares; 2026Q1: 16,855 shares; 2026Q2: 16,874 shares 16,874 $880K 0.03% +19 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,950 shares; 2024Q4: 8,689 shares; 2025Q1: 9,365 shares; 2025Q2: 10,264 shares; 2025Q3: 11,208 shares; 2025Q4: 11,699 shares; 2026Q1: 12,447 shares; 2026Q2: 12,934 shares 12,934 $871K 0.03% +487 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 2,817 shares; 2025Q3: 2,149 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares 2,022 $862K 0.03% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 4,416 shares; 2025Q3: 4,934 shares; 2025Q4: 5,111 shares; 2026Q1: 4,119 shares; 2026Q2: 4,148 shares 4,148 $856K 0.03% +29 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: 17,440 shares; 2024Q4: 23,152 shares; 2025Q1: 19,778 shares; 2025Q2: 15,919 shares; 2025Q3: 16,320 shares; 2025Q4: 19,051 shares; 2026Q1: 17,282 shares; 2026Q2: 15,916 shares 15,916 $853K 0.03% -1,366 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,001 shares; 2024Q4: 22,080 shares; 2025Q1: 34,333 shares; 2025Q2: 37,912 shares; 2025Q3: 34,536 shares; 2025Q4: 38,666 shares; 2026Q1: 36,266 shares; 2026Q2: 33,971 shares 33,971 $851K 0.03% -2,295 Timeline FNDC 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: 17,246 shares; 2025Q2: 17,246 shares; 2025Q3: 17,246 shares; 2025Q4: 17,246 shares; 2026Q1: 17,246 shares; 2026Q2: 17,246 shares 17,246 $837K 0.03% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,183 shares; 2026Q2: 1,704 shares 1,704 $836K 0.02% +521 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,190 shares; 2024Q4: 20,177 shares; 2025Q1: 59,968 shares; 2025Q2: 61,364 shares; 2025Q3: 60,706 shares; 2025Q4: 63,229 shares; 2026Q1: 53,879 shares; 2026Q2: 55,417 shares 55,417 $833K 0.02% +1,538 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 598 shares; 2025Q3: 743 shares; 2025Q4: 796 shares; 2026Q1: 1,088 shares; 2026Q2: 1,478 shares 1,478 $828K 0.02% +390 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,913 shares; 2024Q4: 15,787 shares; 2025Q1: 11,690 shares; 2025Q2: 14,175 shares; 2025Q3: 16,555 shares; 2025Q4: 9,981 shares; 2026Q1: 10,055 shares; 2026Q2: 14,615 shares 14,615 $824K 0.02% +4,560 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: 10,192 shares; 2024Q4: 28,441 shares; 2025Q1: 28,911 shares; 2025Q2: 43,374 shares; 2025Q3: 25,994 shares; 2025Q4: 26,499 shares; 2026Q1: 26,180 shares; 2026Q2: 27,977 shares 27,977 $823K 0.02% +1,797 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,508 shares; 2024Q4: 10,613 shares; 2025Q1: 15,233 shares; 2025Q2: 15,251 shares; 2025Q3: 15,300 shares; 2025Q4: 16,368 shares; 2026Q1: 17,237 shares; 2026Q2: 16,580 shares 16,580 $822K 0.02% -657 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 2,557 shares; 2025Q3: 3,112 shares; 2025Q4: 4,531 shares; 2026Q1: 4,797 shares; 2026Q2: 5,020 shares 5,020 $818K 0.02% +223 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 3,903 shares; 2025Q3: 3,527 shares; 2025Q4: 3,559 shares; 2026Q1: 3,456 shares; 2026Q2: 3,696 shares 3,696 $818K 0.02% +240 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: 8,284 shares; 2025Q1: 12,509 shares; 2025Q2: 10,359 shares; 2025Q3: 8,674 shares; 2025Q4: 8,961 shares; 2026Q1: 13,938 shares; 2026Q2: 14,709 shares 14,709 $816K 0.02% +771 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: 935 shares; 2024Q4: 933 shares; 2025Q1: 903 shares; 2025Q2: 763 shares; 2025Q3: 1,116 shares; 2025Q4: 1,082 shares; 2026Q1: 1,008 shares; 2026Q2: 975 shares 975 $809K 0.02% -33 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 5,638 shares; 2025Q1: 8,389 shares; 2025Q2: 8,093 shares; 2025Q3: 7,743 shares; 2025Q4: 8,014 shares; 2026Q1: 7,980 shares; 2026Q2: 7,525 shares 7,525 $805K 0.02% -455 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,379 shares; 2025Q1: 18,622 shares; 2025Q2: 14,922 shares; 2025Q3: 33,398 shares; 2025Q4: 23,009 shares; 2026Q1: 17,064 shares; 2026Q2: 33,874 shares 33,874 $800K 0.02% +16,810 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,946 shares; 2025Q4: 16,120 shares; 2026Q1: 15,770 shares; 2026Q2: 15,900 shares 15,900 $792K 0.02% +130 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,072 shares; 2024Q4: 22,118 shares; 2025Q1: 26,276 shares; 2025Q2: 26,806 shares; 2025Q3: 18,239 shares; 2025Q4: 12,563 shares; 2026Q1: 13,549 shares; 2026Q2: 10,866 shares 10,866 $781K 0.02% -2,683 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,232 shares; 2024Q4: 5,598 shares; 2025Q1: 12,441 shares; 2025Q2: 2,025 shares; 2025Q3: 5,615 shares; 2025Q4: 5,620 shares; 2026Q1: 5,016 shares; 2026Q2: 2,329 shares 2,329 $770K 0.02% -2,687 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 4,532 shares; 2025Q3: 5,141 shares; 2025Q4: 6,085 shares; 2026Q1: 9,633 shares; 2026Q2: 12,402 shares 12,402 $768K 0.02% +2,769 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,206 shares; 2026Q2: 28,970 shares 28,970 $765K 0.02% +19,764 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: 12,418 shares; 2024Q4: 22,551 shares; 2025Q1: 16,992 shares; 2025Q2: 6,095 shares; 2025Q3: 5,553 shares; 2025Q4: 2,751 shares; 2026Q1: 12,993 shares; 2026Q2: 8,309 shares 8,309 $761K 0.02% -4,684 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 692 shares; 2024Q4: 687 shares; 2025Q1: 1,465 shares; 2025Q2: 1,244 shares; 2025Q3: 1,080 shares; 2025Q4: 1,151 shares; 2026Q1: 1,455 shares; 2026Q2: 1,454 shares 1,454 $761K 0.02% -1 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: 16,555 shares; 2024Q4: 14,925 shares; 2025Q1: 13,631 shares; 2025Q2: 12,988 shares; 2025Q3: 12,737 shares; 2025Q4: 12,412 shares; 2026Q1: 12,000 shares; 2026Q2: 11,245 shares 11,245 $760K 0.02% -755 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,188 shares; 2025Q1: 1,398 shares; 2025Q2: 1,867 shares; 2025Q3: 2,473 shares; 2025Q4: 2,383 shares; 2026Q1: 1,986 shares; 2026Q2: 2,009 shares 2,009 $754K 0.02% +23 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,285 shares; 2024Q4: 6,507 shares; 2025Q1: 4,959 shares; 2025Q2: 2,465 shares; 2025Q3: 3,826 shares; 2025Q4: 3,822 shares; 2026Q1: 4,511 shares; 2026Q2: 4,369 shares 4,369 $753K 0.02% -142 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares; 2026Q2: 2,103 shares 2,103 $746K 0.02% +286 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,849 shares; 2024Q4: 10,849 shares; 2025Q1: 10,849 shares; 2025Q2: 10,849 shares; 2025Q3: 10,849 shares; 2025Q4: 10,849 shares; 2026Q1: 10,849 shares; 2026Q2: 13,522 shares 13,522 $744K 0.02% +2,673 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,811 shares; 2025Q4: 25,973 shares; 2026Q1: 25,802 shares; 2026Q2: 28,469 shares 28,469 $736K 0.02% +2,667 Timeline CERY 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: 13,329 shares; 2025Q1: 27,380 shares; 2025Q2: 15,460 shares; 2025Q3: 25,541 shares; 2025Q4: 16,730 shares; 2026Q1: 22,216 shares; 2026Q2: 21,863 shares 21,863 $731K 0.02% -353 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: 2,012 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares; 2026Q2: 2,014 shares 2,014 $726K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 7,266 shares; 2025Q4: 8,577 shares; 2026Q1: 8,499 shares; 2026Q2: 8,582 shares 8,582 $717K 0.02% +83 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,449 shares; 2026Q2: 13,502 shares 13,502 $717K 0.02% +4,053 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: 6,156 shares; 2024Q4: 6,258 shares; 2025Q1: 6,759 shares; 2025Q2: 5,267 shares; 2025Q3: 3,376 shares; 2025Q4: 3,188 shares; 2026Q1: 1,478 shares; 2026Q2: 1,843 shares 1,843 $713K 0.02% +365 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,268 shares; 2025Q2: 133,093 shares; 2025Q3: 33,218 shares; 2025Q4: 65,478 shares; 2026Q1: 64,438 shares; 2026Q2: 76,122 shares 76,122 $710K 0.02% +11,684 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,601 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,693 shares 6,693 $695K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,625 shares; 2025Q1: 2,979 shares; 2025Q2: 2,740 shares; 2025Q3: 2,423 shares; 2025Q4: 1,883 shares; 2026Q1: 1,702 shares; 2026Q2: 1,670 shares 1,670 $694K 0.02% -32 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: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,477 shares; 2025Q2: 5,477 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares; 2026Q1: 5,345 shares; 2026Q2: 8,410 shares 8,410 $693K 0.02% +3,065 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,110 shares; 2025Q3: 14,514 shares; 2025Q4: 16,683 shares; 2026Q1: 18,732 shares; 2026Q2: 18,791 shares 18,791 $690K 0.02% +59 Timeline IEV 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: 10,488 shares; 2025Q2: 11,144 shares; 2025Q3: 10,604 shares; 2025Q4: 10,369 shares; 2026Q1: 9,910 shares; 2026Q2: 9,455 shares 9,455 $689K 0.02% -455 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 693 shares; 2025Q1: 1,735 shares; 2025Q2: 1,879 shares; 2025Q3: 1,506 shares; 2025Q4: 1,473 shares; 2026Q1: 1,430 shares; 2026Q2: 1,505 shares 1,505 $682K 0.02% +75 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,622 shares; 2025Q4: 3,649 shares; 2026Q1: 3,517 shares; 2026Q2: 9,665 shares 9,665 $676K 0.02% +6,148 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,376 shares; 2025Q2: 6,275 shares; 2025Q3: 5,918 shares; 2025Q4: 6,062 shares; 2026Q1: 6,318 shares; 2026Q2: 5,906 shares 5,906 $674K 0.02% -412 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,246 shares; 2025Q2: 5,383 shares; 2025Q3: 4,924 shares; 2025Q4: 4,790 shares; 2026Q1: 5,329 shares; 2026Q2: 5,533 shares 5,533 $672K 0.02% +204 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 667 shares; 2025Q1: 718 shares; 2025Q2: 874 shares; 2025Q3: 1,344 shares; 2025Q4: 1,352 shares; 2026Q1: 1,256 shares; 2026Q2: 1,220 shares 1,220 $661K 0.02% -36 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 2,677 shares; 2025Q1: 3,324 shares; 2025Q2: 2,469 shares; 2025Q3: 2,447 shares; 2025Q4: 2,714 shares; 2026Q1: 2,757 shares; 2026Q2: 2,942 shares 2,942 $658K 0.02% +185 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,050 shares 4,050 $656K 0.02% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,386 shares; 2024Q4: 4,506 shares; 2025Q1: 4,727 shares; 2025Q2: 1,402 shares; 2025Q3: 1,534 shares; 2025Q4: 1,738 shares; 2026Q1: 2,109 shares; 2026Q2: 2,239 shares 2,239 $656K 0.02% +130 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,014 shares; 2024Q4: 20,865 shares; 2025Q1: 49,106 shares; 2025Q2: 46,015 shares; 2025Q3: 13,354 shares; 2025Q4: 12,851 shares; 2026Q1: 9,056 shares; 2026Q2: 7,467 shares 7,467 $655K 0.02% -1,589 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,498 shares; 2025Q1: 14,903 shares; 2025Q2: 11,409 shares; 2025Q3: 9,940 shares; 2025Q4: 9,576 shares; 2026Q1: 9,548 shares; 2026Q2: 9,481 shares 9,481 $649K 0.02% -67 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,437 shares; 2025Q2: 2,476 shares; 2025Q3: 2,228 shares; 2025Q4: 2,288 shares; 2026Q1: 2,296 shares; 2026Q2: 2,483 shares 2,483 $646K 0.02% +187 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,762 shares; 2026Q2: 5,681 shares 5,681 $646K 0.02% +1,919 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: 19,617 shares; 2024Q4: 16,020 shares; 2025Q1: 17,117 shares; 2025Q2: 16,387 shares; 2025Q3: 13,427 shares; 2025Q4: 13,536 shares; 2026Q1: 13,354 shares; 2026Q2: 12,864 shares 12,864 $634K 0.02% -490 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; 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: 17,860 shares 17,860 $631K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,298 shares; 2026Q2: 1,303 shares 1,303 $630K 0.02% +5 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,812 shares; 2025Q2: 8,416 shares; 2025Q3: 8,293 shares; 2025Q4: 8,465 shares; 2026Q1: 8,472 shares; 2026Q2: 14,042 shares 14,042 $621K 0.02% +5,570 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,940 shares; 2024Q4: 7,224 shares; 2025Q1: 6,860 shares; 2025Q2: 6,476 shares; 2025Q3: 9,042 shares; 2025Q4: 8,846 shares; 2026Q1: 7,812 shares; 2026Q2: 7,501 shares 7,501 $620K 0.02% -311 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,688 shares; 2025Q3: 3,684 shares; 2025Q4: 3,781 shares; 2026Q1: 3,915 shares; 2026Q2: 4,027 shares 4,027 $619K 0.02% +112 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: 1,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,286 shares; 2025Q3: 4,433 shares; 2025Q4: 4,510 shares; 2026Q1: 4,309 shares; 2026Q2: 3,946 shares 3,946 $617K 0.02% -363 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 2,149 shares; 2025Q4: 2,194 shares; 2026Q1: 2,400 shares; 2026Q2: 2,510 shares 2,510 $616K 0.02% +110 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,072 shares; 2024Q4: 20,342 shares; 2025Q1: 34,941 shares; 2025Q2: 29,210 shares; 2025Q3: 27,599 shares; 2025Q4: 18,832 shares; 2026Q1: 12,991 shares; 2026Q2: 13,210 shares 13,210 $614K 0.02% +219 Timeline LCTU 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: 9,296 shares; 2024Q4: 7,685 shares; 2025Q1: 10,587 shares; 2025Q2: 10,202 shares; 2025Q3: 9,798 shares; 2025Q4: 7,553 shares; 2026Q1: 6,853 shares; 2026Q2: 7,653 shares 7,653 $613K 0.02% +800 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: 16,625 shares; 2024Q4: 16,063 shares; 2025Q1: 17,808 shares; 2025Q2: 17,295 shares; 2025Q3: 14,854 shares; 2025Q4: 15,110 shares; 2026Q1: 14,462 shares; 2026Q2: 13,747 shares 13,747 $611K 0.02% -715 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,612 shares; 2024Q4: 6,360 shares; 2025Q1: 5,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,018 shares; 2026Q2: 5,175 shares 5,175 $611K 0.02% +3,157 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: not reported; 2025Q1: 9,073 shares; 2025Q2: 8,454 shares; 2025Q3: 8,308 shares; 2025Q4: 8,098 shares; 2026Q1: 8,050 shares; 2026Q2: 7,390 shares 7,390 $608K 0.02% -660 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS 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: 3,137 shares 3,137 $606K 0.02% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 696 shares 696 $597K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: 3,722 shares; 2025Q1: 3,268 shares; 2025Q2: 2,724 shares; 2025Q3: 2,501 shares; 2025Q4: 2,170 shares; 2026Q1: 1,862 shares; 2026Q2: 1,628 shares 1,628 $594K 0.02% -234 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,657 shares; 2025Q3: 7,239 shares; 2025Q4: 4,339 shares; 2026Q1: 6,193 shares; 2026Q2: 7,012 shares 7,012 $594K 0.02% +819 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,193 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,065 shares 25,065 $588K 0.02% new 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: 5,988 shares; 2024Q4: 6,419 shares; 2025Q1: 3,968 shares; 2025Q2: 3,988 shares; 2025Q3: not reported; 2025Q4: 1,428 shares; 2026Q1: 2,286 shares; 2026Q2: 1,873 shares 1,873 $586K 0.02% -413 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: 2,577 shares; 2025Q2: 2,027 shares; 2025Q3: 2,814 shares; 2025Q4: 3,014 shares; 2026Q1: 2,894 shares; 2026Q2: 2,894 shares 2,894 $583K 0.02% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,054 shares; 2025Q1: 10,465 shares; 2025Q2: 9,241 shares; 2025Q3: 7,237 shares; 2025Q4: 7,538 shares; 2026Q1: 7,928 shares; 2026Q2: 7,400 shares 7,400 $583K 0.02% -528 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,190 shares; 2025Q4: 17,428 shares; 2026Q1: 17,187 shares; 2026Q2: 16,533 shares 16,533 $583K 0.02% -654 Timeline