AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 846,560 shares; 2025Q1: 869,377 shares; 2025Q2: 881,294 shares; 2025Q3: 847,956 shares; 2025Q4: 828,481 shares; 2026Q1: 821,346 shares; 2026Q2: 826,569 shares; 2026Q3: 817,787 shares 817,787 $272M 5.51% -8,782 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,736 shares; 2025Q1: 203,049 shares; 2025Q2: 206,654 shares; 2025Q3: 205,032 shares; 2025Q4: 202,575 shares; 2026Q1: 201,473 shares; 2026Q2: 204,448 shares; 2026Q3: 301,655 shares 301,655 $230M 4.66% +97,207 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 424,807 shares; 2025Q1: 433,058 shares; 2025Q2: 435,572 shares; 2025Q3: 430,923 shares; 2025Q4: 422,852 shares; 2026Q1: 421,032 shares; 2026Q2: 421,507 shares; 2026Q3: 420,659 shares 420,659 $216M 4.37% -848 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 795,668 shares; 2025Q1: 1,020,409 shares; 2025Q2: 982,007 shares; 2025Q3: 996,295 shares; 2025Q4: 914,400 shares; 2026Q1: 900,449 shares; 2026Q2: 876,120 shares; 2026Q3: 906,843 shares 906,843 $207M 4.19% +30,723 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 469,714 shares; 2025Q1: 470,990 shares; 2025Q2: 476,402 shares; 2025Q3: 468,592 shares; 2025Q4: 461,402 shares; 2026Q1: 442,209 shares; 2026Q2: 446,880 shares; 2026Q3: 445,618 shares 445,618 $153M 3.1% -1,262 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 437,720 shares; 2025Q1: 1,351,236 shares; 2025Q2: 1,386,025 shares; 2025Q3: 1,427,316 shares; 2025Q4: 1,272,638 shares; 2026Q1: 1,275,057 shares; 2026Q2: 1,283,581 shares; 2026Q3: 1,322,769 shares 1,322,769 $137M 2.78% +39,188 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,699 shares; 2025Q1: 111,687 shares; 2025Q2: 116,052 shares; 2025Q3: 113,704 shares; 2025Q4: 113,885 shares; 2026Q1: 113,467 shares; 2026Q2: 912,145 shares; 2026Q3: 877,429 shares 877,429 $110M 2.23% -34,716 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 672,909 shares; 2025Q1: 666,108 shares; 2025Q2: 666,045 shares; 2025Q3: 669,001 shares; 2025Q4: 734,057 shares; 2026Q1: 731,497 shares; 2026Q2: 734,610 shares; 2026Q3: 734,720 shares 734,720 $110M 2.22% +110 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 502,799 shares; 2025Q1: 66,813 shares; 2025Q2: 66,666 shares; 2025Q3: 65,905 shares; 2025Q4: 69,165 shares; 2026Q1: 67,723 shares; 2026Q2: 485,652 shares; 2026Q3: 492,591 shares 492,591 $103M 2.09% +6,939 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800,502 shares; 2025Q1: 793,901 shares; 2025Q2: 821,334 shares; 2025Q3: 794,632 shares; 2025Q4: 794,385 shares; 2026Q1: 810,969 shares; 2026Q2: 808,653 shares; 2026Q3: 814,008 shares 814,008 $78.9M 1.6% +5,355 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300,137 shares; 2025Q4: 1,450,504 shares; 2026Q1: 1,456,163 shares; 2026Q2: 1,511,914 shares; 2026Q3: 1,532,255 shares 1,532,255 $74.1M 1.5% +20,341 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 221,411 shares; 2025Q1: 213,498 shares; 2025Q2: 202,693 shares; 2025Q3: 205,904 shares; 2025Q4: 202,079 shares; 2026Q1: 199,297 shares; 2026Q2: 195,704 shares; 2026Q3: 194,820 shares 194,820 $72.9M 1.48% -884 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 267,904 shares; 2025Q1: 262,048 shares; 2025Q2: 264,471 shares; 2025Q3: 271,838 shares; 2025Q4: 258,962 shares; 2026Q1: 265,063 shares; 2026Q2: 265,938 shares; 2026Q3: 270,167 shares 270,167 $67.3M 1.36% +4,229 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236,518 shares; 2025Q1: 245,790 shares; 2025Q2: 246,697 shares; 2025Q3: 247,841 shares; 2025Q4: 249,231 shares; 2026Q1: 253,684 shares; 2026Q2: 257,473 shares; 2026Q3: 259,453 shares 259,453 $59.9M 1.21% +1,980 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,499 shares; 2025Q1: 164,116 shares; 2025Q2: 161,755 shares; 2025Q3: 161,431 shares; 2025Q4: 154,467 shares; 2026Q1: 152,808 shares; 2026Q2: 151,620 shares; 2026Q3: 154,974 shares 154,974 $55.7M 1.13% +3,354 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 141,561 shares; 2025Q1: 141,351 shares; 2025Q2: 140,786 shares; 2025Q3: 140,129 shares; 2025Q4: 127,890 shares; 2026Q1: 120,456 shares; 2026Q2: 117,803 shares; 2026Q3: 117,007 shares 117,007 $53.4M 1.08% -796 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,063,062 shares; 2025Q1: 1,152,134 shares; 2025Q2: 1,344,831 shares; 2025Q3: 1,434,753 shares; 2025Q4: 1,439,125 shares; 2026Q1: 1,234,606 shares; 2026Q2: 1,213,415 shares; 2026Q3: 985,226 shares 985,226 $53.3M 1.08% -228,189 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,315 shares; 2026Q3: 1,046,602 shares 1,046,602 $53M 1.07% +942,287 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,917 shares; 2025Q1: 66,184 shares; 2025Q2: 62,121 shares; 2025Q3: 109,440 shares; 2025Q4: 106,025 shares; 2026Q1: 115,814 shares; 2026Q2: 128,220 shares; 2026Q3: 131,115 shares 131,115 $52.1M 1.05% +2,895 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,750 shares; 2025Q1: 70,636 shares; 2025Q2: 71,189 shares; 2025Q3: 70,542 shares; 2025Q4: 69,847 shares; 2026Q1: 68,901 shares; 2026Q2: 68,986 shares; 2026Q3: 66,676 shares 66,676 $51.1M 1.03% -2,310 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 254,941 shares; 2025Q1: 92,434 shares; 2025Q2: 88,279 shares; 2025Q3: 227,269 shares; 2025Q4: 220,922 shares; 2026Q1: 68,691 shares; 2026Q2: 170,482 shares; 2026Q3: 67,858 shares 67,858 $50.2M 1.02% -102,624 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,866 shares; 2025Q1: 150,787 shares; 2025Q2: 163,323 shares; 2025Q3: 162,108 shares; 2025Q4: 154,817 shares; 2026Q1: 150,347 shares; 2026Q2: 151,505 shares; 2026Q3: 151,584 shares 151,584 $50.1M 1.01% +79 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,778 shares; 2025Q1: 97,847 shares; 2025Q2: 98,445 shares; 2025Q3: 100,487 shares; 2025Q4: 67,501 shares; 2026Q1: 65,575 shares; 2026Q2: 65,548 shares; 2026Q3: 65,755 shares 65,755 $46.1M 0.93% +207 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 552,812 shares; 2025Q1: 518,295 shares; 2025Q2: 512,822 shares; 2025Q3: 520,027 shares; 2025Q4: 540,697 shares; 2026Q1: 540,192 shares; 2026Q2: 547,454 shares; 2026Q3: 549,295 shares 549,295 $45.6M 0.92% +1,841 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,331 shares; 2025Q1: 65,718 shares; 2025Q2: 112,044 shares; 2025Q3: 114,374 shares; 2025Q4: 125,712 shares; 2026Q1: 121,051 shares; 2026Q2: 127,019 shares; 2026Q3: 128,433 shares 128,433 $45.1M 0.91% +1,414 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,087 shares; 2025Q1: 116,630 shares; 2025Q2: 118,632 shares; 2025Q3: 118,100 shares; 2025Q4: 233,201 shares; 2026Q1: 231,604 shares; 2026Q2: 231,511 shares; 2026Q3: 226,549 shares 226,549 $44.3M 0.9% -4,962 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,862 shares; 2025Q1: 82,269 shares; 2025Q2: 82,225 shares; 2025Q3: 82,361 shares; 2025Q4: 61,095 shares; 2026Q1: 59,891 shares; 2026Q2: 59,306 shares; 2026Q3: 58,789 shares 58,789 $42.6M 0.86% -517 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 931,471 shares; 2025Q1: 1,384,013 shares; 2025Q2: 1,359,378 shares; 2025Q3: 1,559,396 shares; 2025Q4: 1,879,087 shares; 2026Q1: 2,352,179 shares; 2026Q2: 1,767,056 shares; 2026Q3: 1,825,667 shares 1,825,667 $39.9M 0.81% +58,611 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135,207 shares; 2025Q1: 141,294 shares; 2025Q2: 154,306 shares; 2025Q3: 152,544 shares; 2025Q4: 149,439 shares; 2026Q1: 149,011 shares; 2026Q2: 147,802 shares; 2026Q3: 146,904 shares 146,904 $38.9M 0.79% -898 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,162 shares; 2025Q1: 24,601 shares; 2025Q2: 24,379 shares; 2025Q3: 23,132 shares; 2025Q4: 21,598 shares; 2026Q1: 19,571 shares; 2026Q2: 193,367 shares; 2026Q3: 190,150 shares 190,150 $37.1M 0.75% -3,217 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,906 shares; 2025Q1: 40,187 shares; 2025Q2: 41,017 shares; 2025Q3: 40,108 shares; 2025Q4: 39,354 shares; 2026Q1: 39,522 shares; 2026Q2: 40,082 shares; 2026Q3: 39,815 shares 39,815 $36.2M 0.73% -267 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 214,107 shares; 2025Q1: 214,325 shares; 2025Q2: 213,830 shares; 2025Q3: 195,419 shares; 2025Q4: 194,271 shares; 2026Q1: 190,960 shares; 2026Q2: 189,664 shares; 2026Q3: 187,790 shares 187,790 $35.3M 0.71% -1,874 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 735,933 shares; 2025Q1: 1,095,717 shares; 2025Q2: 1,341,884 shares; 2025Q3: 762,659 shares; 2025Q4: 794,545 shares; 2026Q1: 680,094 shares; 2026Q2: 653,474 shares; 2026Q3: 726,592 shares 726,592 $34.6M 0.7% +73,118 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 305,852 shares; 2025Q1: 287,942 shares; 2025Q2: 276,415 shares; 2025Q3: 273,214 shares; 2025Q4: 270,840 shares; 2026Q1: 269,055 shares; 2026Q2: 265,163 shares; 2026Q3: 262,114 shares 262,114 $33.6M 0.68% -3,049 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 325,708 shares; 2025Q1: 323,336 shares; 2025Q2: 317,261 shares; 2025Q3: 315,457 shares; 2025Q4: 310,893 shares; 2026Q1: 295,219 shares; 2026Q2: 107,198 shares; 2026Q3: 87,257 shares 87,257 $33.2M 0.67% -19,941 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,278 shares; 2025Q1: 94,724 shares; 2025Q2: 104,086 shares; 2025Q3: 100,373 shares; 2025Q4: 99,867 shares; 2026Q1: 96,749 shares; 2026Q2: 94,156 shares; 2026Q3: 93,259 shares 93,259 $31.8M 0.64% -897 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,946 shares; 2025Q1: 56,863 shares; 2025Q2: 55,795 shares; 2025Q3: 59,830 shares; 2025Q4: 57,435 shares; 2026Q1: 57,055 shares; 2026Q2: 57,880 shares; 2026Q3: 57,777 shares 57,777 $29.8M 0.6% -103 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,965 shares; 2025Q1: 27,606 shares; 2025Q2: 28,360 shares; 2025Q3: 27,700 shares; 2025Q4: 26,691 shares; 2026Q1: 26,729 shares; 2026Q2: 26,361 shares; 2026Q3: 26,363 shares 26,363 $27.9M 0.56% +2 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,068 shares; 2025Q1: 59,031 shares; 2025Q2: 58,490 shares; 2025Q3: 59,829 shares; 2025Q4: 58,918 shares; 2026Q1: 58,763 shares; 2026Q2: 60,055 shares; 2026Q3: 60,139 shares 60,139 $27.2M 0.55% +84 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 216,537 shares; 2025Q1: 223,879 shares; 2025Q2: 223,184 shares; 2025Q3: 215,563 shares; 2025Q4: 203,821 shares; 2026Q1: 203,696 shares; 2026Q2: 201,027 shares; 2026Q3: 198,846 shares 198,846 $26.3M 0.53% -2,181 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,842 shares; 2025Q1: 89,496 shares; 2025Q2: 93,483 shares; 2025Q3: 93,382 shares; 2025Q4: 90,342 shares; 2026Q1: 90,169 shares; 2026Q2: 89,412 shares; 2026Q3: 89,219 shares 89,219 $25.4M 0.51% -193 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,580 shares; 2025Q1: 90,731 shares; 2025Q2: 90,345 shares; 2025Q3: 101,166 shares; 2025Q4: 102,031 shares; 2026Q1: 116,823 shares; 2026Q2: 115,658 shares; 2026Q3: 113,814 shares 113,814 $25.2M 0.51% -1,844 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,813 shares; 2025Q1: 81,527 shares; 2025Q2: 80,757 shares; 2025Q3: 90,923 shares; 2025Q4: 40,568 shares; 2026Q1: 33,621 shares; 2026Q2: 38,629 shares; 2026Q3: 40,434 shares 40,434 $24.7M 0.5% +1,805 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,966 shares; 2025Q1: 58,919 shares; 2025Q2: 58,755 shares; 2025Q3: 58,744 shares; 2025Q4: 56,843 shares; 2026Q1: 57,306 shares; 2026Q2: 57,109 shares; 2026Q3: 56,762 shares 56,762 $24.4M 0.49% -347 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,077 shares; 2025Q1: 120,497 shares; 2025Q2: 122,787 shares; 2025Q3: 120,554 shares; 2025Q4: 101,031 shares; 2026Q1: 155,518 shares; 2026Q2: 186,711 shares; 2026Q3: 184,671 shares 184,671 $24.2M 0.49% -2,040 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,211 shares; 2025Q1: 87,286 shares; 2025Q2: 98,838 shares; 2025Q3: 114,967 shares; 2025Q4: 107,005 shares; 2026Q1: 123,855 shares; 2026Q2: 116,377 shares; 2026Q3: 115,460 shares 115,460 $23.6M 0.48% -917 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,665 shares; 2025Q1: 44,106 shares; 2025Q2: 43,314 shares; 2025Q3: 40,750 shares; 2025Q4: 27,258 shares; 2026Q1: 22,019 shares; 2026Q2: 20,946 shares; 2026Q3: 20,698 shares 20,698 $22M 0.45% -248 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,791 shares; 2025Q1: 135,464 shares; 2025Q2: 136,161 shares; 2025Q3: 137,638 shares; 2025Q4: 130,075 shares; 2026Q1: 135,740 shares; 2026Q2: 131,527 shares; 2026Q3: 129,139 shares 129,139 $21.8M 0.44% -2,388 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 412,320 shares; 2025Q1: 434,628 shares; 2025Q2: 461,726 shares; 2025Q3: 452,535 shares; 2025Q4: 307,238 shares; 2026Q1: 306,452 shares; 2026Q2: 304,447 shares; 2026Q3: 302,381 shares 302,381 $21.8M 0.44% -2,066 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 275,568 shares; 2025Q1: 278,160 shares; 2025Q2: 276,374 shares; 2025Q3: 291,725 shares; 2025Q4: 299,526 shares; 2026Q1: 307,596 shares; 2026Q2: 311,806 shares; 2026Q3: 307,089 shares 307,089 $21.7M 0.44% -4,717 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,525 shares; 2025Q1: 46,533 shares; 2025Q2: 49,458 shares; 2025Q3: 48,209 shares; 2025Q4: 49,565 shares; 2026Q1: 49,711 shares; 2026Q2: 49,586 shares; 2026Q3: 49,176 shares 49,176 $20.7M 0.42% -410 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500,025 shares; 2025Q1: 495,020 shares; 2025Q2: 484,734 shares; 2025Q3: 495,433 shares; 2025Q4: 303,791 shares; 2026Q1: 315,006 shares; 2026Q2: 325,238 shares; 2026Q3: 344,964 shares 344,964 $20.5M 0.41% +19,726 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,757 shares; 2025Q1: 189,021 shares; 2025Q2: 192,766 shares; 2025Q3: 176,603 shares; 2025Q4: 177,475 shares; 2026Q1: 178,891 shares; 2026Q2: 164,134 shares; 2026Q3: 163,308 shares 163,308 $20.4M 0.41% -826 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,261 shares; 2025Q1: 175,638 shares; 2025Q2: 204,185 shares; 2025Q3: 272,834 shares; 2025Q4: 294,024 shares; 2026Q1: 435,224 shares; 2026Q2: 394,985 shares; 2026Q3: 394,791 shares 394,791 $19.9M 0.4% -194 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,294 shares; 2025Q1: 75,875 shares; 2025Q2: 74,473 shares; 2025Q3: 63,909 shares; 2025Q4: 60,224 shares; 2026Q1: 53,397 shares; 2026Q2: 53,368 shares; 2026Q3: 53,094 shares 53,094 $19.5M 0.39% -274 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,415 shares; 2025Q1: 37,947 shares; 2025Q2: 38,147 shares; 2025Q3: 34,639 shares; 2025Q4: 33,975 shares; 2026Q1: 37,862 shares; 2026Q2: 37,314 shares; 2026Q3: 36,870 shares 36,870 $19.3M 0.39% -444 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,942 shares; 2025Q1: 62,536 shares; 2025Q2: 62,422 shares; 2025Q3: 61,379 shares; 2025Q4: 60,213 shares; 2026Q1: 60,047 shares; 2026Q2: 58,736 shares; 2026Q3: 58,500 shares 58,500 $19M 0.39% -236 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,482 shares; 2025Q1: 12,157 shares; 2025Q2: 3,830 shares; 2025Q3: 3,205 shares; 2025Q4: not reported; 2026Q1: 5,210 shares; 2026Q2: 85,787 shares; 2026Q3: 211,247 shares 211,247 $18.9M 0.38% +125,460 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146,621 shares; 2025Q1: 147,922 shares; 2025Q2: 157,814 shares; 2025Q3: 153,953 shares; 2025Q4: 142,108 shares; 2026Q1: 137,399 shares; 2026Q2: 135,388 shares; 2026Q3: 129,164 shares 129,164 $18.8M 0.38% -6,224 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,408 shares; 2025Q1: 15,070 shares; 2025Q2: 15,230 shares; 2025Q3: 15,175 shares; 2025Q4: 79,350 shares; 2026Q1: 149,505 shares; 2026Q2: 138,674 shares; 2026Q3: 136,649 shares 136,649 $18.3M 0.37% -2,025 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,882 shares; 2025Q1: 23,918 shares; 2025Q2: 23,792 shares; 2025Q3: 24,927 shares; 2025Q4: 248,046 shares; 2026Q1: 241,902 shares; 2026Q2: 239,775 shares; 2026Q3: 257,981 shares 257,981 $18M 0.36% +18,206 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,859 shares; 2025Q1: 126,441 shares; 2025Q2: 135,010 shares; 2025Q3: 132,559 shares; 2025Q4: 132,313 shares; 2026Q1: 95,553 shares; 2026Q2: 94,203 shares; 2026Q3: 96,323 shares 96,323 $17.7M 0.36% +2,120 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,677 shares; 2025Q1: 54,340 shares; 2025Q2: 54,326 shares; 2025Q3: 54,220 shares; 2025Q4: 54,771 shares; 2026Q1: 54,657 shares; 2026Q2: 46,788 shares; 2026Q3: 45,713 shares 45,713 $17.7M 0.36% -1,075 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,679 shares; 2025Q1: 245,722 shares; 2025Q2: 1,894,392 shares; 2025Q3: 247,725 shares; 2025Q4: 247,528 shares; 2026Q1: 247,581 shares; 2026Q2: 246,168 shares; 2026Q3: 246,168 shares 246,168 $16.4M 0.33% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,711 shares; 2025Q1: 125,231 shares; 2025Q2: 124,073 shares; 2025Q3: 122,519 shares; 2025Q4: 121,596 shares; 2026Q1: 121,389 shares; 2026Q2: 121,227 shares; 2026Q3: 120,659 shares 120,659 $16.4M 0.33% -568 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,648 shares; 2025Q1: 40,648 shares; 2025Q2: 33,934 shares; 2025Q3: 33,985 shares; 2025Q4: 33,284 shares; 2026Q1: 35,234 shares; 2026Q2: 28,977 shares; 2026Q3: 33,461 shares 33,461 $16.3M 0.33% +4,484 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,364 shares; 2025Q3: 34,495 shares; 2025Q4: 41,920 shares; 2026Q1: 36,291 shares; 2026Q2: 77,868 shares; 2026Q3: 80,023 shares 80,023 $16.3M 0.33% +2,155 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,238 shares; 2025Q1: 123,557 shares; 2025Q2: 156,038 shares; 2025Q3: 156,167 shares; 2025Q4: 149,204 shares; 2026Q1: 154,972 shares; 2026Q2: 160,683 shares; 2026Q3: 150,949 shares 150,949 $16.2M 0.33% -9,734 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,045 shares; 2025Q1: 13,067 shares; 2025Q2: 12,990 shares; 2025Q3: 13,406 shares; 2025Q4: 12,772 shares; 2026Q1: 13,534 shares; 2026Q2: 13,510 shares; 2026Q3: 13,770 shares 13,770 $15.9M 0.32% +260 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,361,953 shares; 2026Q2: 1,439,724 shares; 2026Q3: 724,059 shares 724,059 $15.9M 0.32% -715,665 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,284 shares; 2025Q1: 69,056 shares; 2025Q2: 62,036 shares; 2025Q3: 61,428 shares; 2025Q4: 56,096 shares; 2026Q1: 55,806 shares; 2026Q2: 56,474 shares; 2026Q3: 56,154 shares 56,154 $15.7M 0.32% -320 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; 2024Q4: 292,442 shares; 2025Q1: 297,988 shares; 2025Q2: 280,699 shares; 2025Q3: 277,473 shares; 2025Q4: 282,988 shares; 2026Q1: 293,038 shares; 2026Q2: 256,587 shares; 2026Q3: 229,186 shares 229,186 $15.7M 0.32% -27,401 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; 2024Q4: 85,262 shares; 2025Q1: 85,879 shares; 2025Q2: 85,544 shares; 2025Q3: 83,152 shares; 2025Q4: 79,667 shares; 2026Q1: 79,721 shares; 2026Q2: 77,803 shares; 2026Q3: 76,677 shares 76,677 $15.6M 0.32% -1,126 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241,350 shares; 2025Q1: 206,094 shares; 2025Q2: 206,049 shares; 2025Q3: 206,804 shares; 2025Q4: 212,394 shares; 2026Q1: 205,696 shares; 2026Q2: 208,194 shares; 2026Q3: 205,699 shares 205,699 $15.6M 0.31% -2,495 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,690 shares; 2026Q3: 162,740 shares 162,740 $15.3M 0.31% +142,050 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,640 shares; 2025Q1: 6,682 shares; 2025Q2: 7,489 shares; 2025Q3: 7,899 shares; 2025Q4: 7,692 shares; 2026Q1: 7,605 shares; 2026Q2: 7,906 shares; 2026Q3: 8,239 shares 8,239 $14.9M 0.3% +333 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,463 shares; 2025Q1: 17,611 shares; 2025Q2: 29,304 shares; 2025Q3: 45,353 shares; 2025Q4: 56,246 shares; 2026Q1: 53,382 shares; 2026Q2: 55,207 shares; 2026Q3: 55,719 shares 55,719 $14.6M 0.29% +512 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,207 shares; 2025Q1: 40,947 shares; 2025Q2: 40,901 shares; 2025Q3: 39,736 shares; 2025Q4: 39,902 shares; 2026Q1: 56,661 shares; 2026Q2: 55,578 shares; 2026Q3: 55,212 shares 55,212 $14.5M 0.29% -366 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,795 shares; 2025Q1: 77,257 shares; 2025Q2: 75,997 shares; 2025Q3: 70,097 shares; 2025Q4: 69,384 shares; 2026Q1: 67,970 shares; 2026Q2: 66,702 shares; 2026Q3: 64,652 shares 64,652 $14.3M 0.29% -2,050 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 858,245 shares; 2025Q1: 1,036,968 shares; 2025Q2: 680,488 shares; 2025Q3: 59,705 shares; 2025Q4: 46,771 shares; 2026Q1: 336,927 shares; 2026Q2: 1,147,099 shares; 2026Q3: 282,617 shares 282,617 $14.3M 0.29% -864,482 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,104 shares; 2025Q1: 138,482 shares; 2025Q2: 131,412 shares; 2025Q3: 129,876 shares; 2025Q4: 129,460 shares; 2026Q1: 129,272 shares; 2026Q2: 129,623 shares; 2026Q3: 128,925 shares 128,925 $13.8M 0.28% -698 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,887 shares; 2025Q1: 59,663 shares; 2025Q2: 58,762 shares; 2025Q3: 58,782 shares; 2025Q4: 45,497 shares; 2026Q1: 39,688 shares; 2026Q2: 40,950 shares; 2026Q3: 41,378 shares 41,378 $13.6M 0.28% +428 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,368 shares; 2025Q1: 150,618 shares; 2025Q2: 166,888 shares; 2025Q3: 177,494 shares; 2025Q4: 197,825 shares; 2026Q1: 235,024 shares; 2026Q2: 251,570 shares; 2026Q3: 251,887 shares 251,887 $13.5M 0.27% +317 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,073 shares; 2025Q1: 131,039 shares; 2025Q2: 145,258 shares; 2025Q3: 151,831 shares; 2025Q4: 149,523 shares; 2026Q1: 149,587 shares; 2026Q2: 155,251 shares; 2026Q3: 156,250 shares 156,250 $13.5M 0.27% +999 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,297 shares; 2025Q1: 14,440 shares; 2025Q2: 19,795 shares; 2025Q3: 19,276 shares; 2025Q4: 19,655 shares; 2026Q1: 15,167 shares; 2026Q2: 16,943 shares; 2026Q3: 16,574 shares 16,574 $13.4M 0.27% -369 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,037 shares; 2025Q1: 28,654 shares; 2025Q2: 30,785 shares; 2025Q3: 30,596 shares; 2025Q4: 29,262 shares; 2026Q1: 28,970 shares; 2026Q2: 26,988 shares; 2026Q3: 26,758 shares 26,758 $13.3M 0.27% -230 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,867 shares; 2025Q1: 30,020 shares; 2025Q2: 30,681 shares; 2025Q3: 31,372 shares; 2025Q4: 31,748 shares; 2026Q1: 31,770 shares; 2026Q2: 31,329 shares; 2026Q3: 33,547 shares 33,547 $13.2M 0.27% +2,218 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 124,926 shares; 2025Q2: 127,218 shares; 2025Q3: 110,249 shares; 2025Q4: 112,826 shares; 2026Q1: 113,101 shares; 2026Q2: 125,583 shares; 2026Q3: 124,154 shares 124,154 $13.2M 0.27% -1,429 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,367 shares; 2025Q1: 27,453 shares; 2025Q2: 27,786 shares; 2025Q3: 29,663 shares; 2025Q4: 30,142 shares; 2026Q1: 27,896 shares; 2026Q2: 26,857 shares; 2026Q3: 25,345 shares 25,345 $13M 0.26% -1,512 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,187 shares; 2025Q1: 22,426 shares; 2025Q2: 16,434 shares; 2025Q3: 16,718 shares; 2025Q4: 14,221 shares; 2026Q1: 14,216 shares; 2026Q2: 12,601 shares; 2026Q3: 47,907 shares 47,907 $12.7M 0.26% +35,306 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,182 shares; 2025Q1: 35,912 shares; 2025Q2: 39,267 shares; 2025Q3: 40,017 shares; 2025Q4: 40,041 shares; 2026Q1: 39,868 shares; 2026Q2: 160,943 shares; 2026Q3: 159,301 shares 159,301 $12.5M 0.25% -1,642 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,509 shares; 2026Q2: 70,691 shares; 2026Q3: 74,666 shares 74,666 $12.1M 0.24% +3,975 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247,798 shares; 2025Q1: 151,213 shares; 2025Q2: 240,845 shares; 2025Q3: 234,205 shares; 2025Q4: 230,890 shares; 2026Q1: 190,635 shares; 2026Q2: 141,830 shares; 2026Q3: 241,625 shares 241,625 $12M 0.24% +99,795 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,958 shares; 2025Q1: 57,258 shares; 2025Q2: 63,014 shares; 2025Q3: 54,421 shares; 2025Q4: 49,138 shares; 2026Q1: 62,012 shares; 2026Q2: 58,019 shares; 2026Q3: 63,160 shares 63,160 $11.6M 0.23% +5,141 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,502 shares; 2025Q1: 102,183 shares; 2025Q2: 99,936 shares; 2025Q3: 97,450 shares; 2025Q4: 88,954 shares; 2026Q1: 88,868 shares; 2026Q2: 88,283 shares; 2026Q3: 87,405 shares 87,405 $11.3M 0.23% -878 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 211,044 shares; 2025Q1: 215,806 shares; 2025Q2: 213,721 shares; 2025Q3: 211,446 shares; 2025Q4: 213,468 shares; 2026Q1: 217,416 shares; 2026Q2: 222,809 shares; 2026Q3: 220,000 shares 220,000 $10.7M 0.22% -2,809 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 270,703 shares; 2025Q1: 235,847 shares; 2025Q2: 230,354 shares; 2025Q3: 227,180 shares; 2025Q4: 227,456 shares; 2026Q1: 226,900 shares; 2026Q2: 196,263 shares; 2026Q3: 195,035 shares 195,035 $10.6M 0.21% -1,228 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,436 shares; 2025Q1: 23,560 shares; 2025Q2: 23,557 shares; 2025Q3: 22,613 shares; 2025Q4: 21,737 shares; 2026Q1: 22,193 shares; 2026Q2: 22,266 shares; 2026Q3: 22,139 shares 22,139 $10.5M 0.21% -127 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,714 shares; 2025Q1: 65,810 shares; 2025Q2: 63,361 shares; 2025Q3: 63,649 shares; 2025Q4: 37,398 shares; 2026Q1: 37,398 shares; 2026Q2: 35,988 shares; 2026Q3: 37,801 shares 37,801 $10.5M 0.21% +1,813 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,124 shares; 2025Q1: 94,292 shares; 2025Q2: 101,276 shares; 2025Q3: 98,279 shares; 2025Q4: 97,628 shares; 2026Q1: 95,456 shares; 2026Q2: 94,508 shares; 2026Q3: 92,637 shares 92,637 $9.72M 0.2% -1,871 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,769 shares; 2025Q1: 73,876 shares; 2025Q2: 78,618 shares; 2025Q3: 78,609 shares; 2025Q4: 79,214 shares; 2026Q1: 79,238 shares; 2026Q2: 77,557 shares; 2026Q3: 73,766 shares 73,766 $9.35M 0.19% -3,791 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,981 shares; 2025Q1: 44,473 shares; 2025Q2: 39,559 shares; 2025Q3: 39,562 shares; 2025Q4: 44,744 shares; 2026Q1: 51,525 shares; 2026Q2: 37,201 shares; 2026Q3: 33,801 shares 33,801 $9.26M 0.19% -3,400 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,823 shares; 2025Q3: 78,415 shares; 2025Q4: 89,862 shares; 2026Q1: 104,179 shares; 2026Q2: 108,027 shares; 2026Q3: 108,167 shares 108,167 $9.16M 0.19% +140 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185,707 shares; 2025Q1: 182,684 shares; 2025Q2: 186,475 shares; 2025Q3: 183,102 shares; 2025Q4: 180,473 shares; 2026Q1: 179,698 shares; 2026Q2: 176,748 shares; 2026Q3: 173,769 shares 173,769 $9.04M 0.18% -2,979 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; 2024Q4: 35,650 shares; 2025Q1: 115,565 shares; 2025Q2: not reported; 2025Q3: 23,680 shares; 2025Q4: 152,145 shares; 2026Q1: 182,265 shares; 2026Q2: 163,185 shares; 2026Q3: 330,680 shares 330,680 $9.02M 0.18% +167,495 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,003 shares; 2025Q1: 42,331 shares; 2025Q2: 51,854 shares; 2025Q3: 50,742 shares; 2025Q4: 50,996 shares; 2026Q1: 48,055 shares; 2026Q2: 46,993 shares; 2026Q3: 46,592 shares 46,592 $9M 0.18% -401 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,288 shares; 2025Q3: 7,554 shares; 2025Q4: 11,005 shares; 2026Q1: 34,632 shares; 2026Q2: 32,724 shares; 2026Q3: 33,307 shares 33,307 $8.8M 0.18% +583 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,397 shares; 2025Q1: 52,930 shares; 2025Q2: 52,734 shares; 2025Q3: 50,552 shares; 2025Q4: 50,824 shares; 2026Q1: 38,652 shares; 2026Q2: 38,252 shares; 2026Q3: 38,038 shares 38,038 $8.45M 0.17% -214 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,859 shares; 2025Q1: 64,187 shares; 2025Q2: 64,354 shares; 2025Q3: 67,992 shares; 2025Q4: 66,672 shares; 2026Q1: 66,449 shares; 2026Q2: 63,802 shares; 2026Q3: 64,320 shares 64,320 $8.33M 0.17% +518 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301,657 shares; 2025Q1: 371,823 shares; 2025Q2: 371,216 shares; 2025Q3: 369,151 shares; 2025Q4: 367,702 shares; 2026Q1: 368,371 shares; 2026Q2: 364,051 shares; 2026Q3: 302,256 shares 302,256 $8.3M 0.17% -61,795 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,034 shares; 2025Q1: 25,487 shares; 2025Q2: 24,749 shares; 2025Q3: 23,871 shares; 2025Q4: 24,594 shares; 2026Q1: 23,783 shares; 2026Q2: 23,585 shares; 2026Q3: 22,544 shares 22,544 $8.22M 0.17% -1,041 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,445 shares; 2025Q1: 88,074 shares; 2025Q2: 99,808 shares; 2025Q3: 99,858 shares; 2025Q4: 93,322 shares; 2026Q1: 86,009 shares; 2026Q2: 83,493 shares; 2026Q3: 83,131 shares 83,131 $8.22M 0.17% -362 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,105 shares; 2025Q1: 37,061 shares; 2025Q2: 37,549 shares; 2025Q3: 37,281 shares; 2025Q4: 37,918 shares; 2026Q1: 36,873 shares; 2026Q2: 35,846 shares; 2026Q3: 35,521 shares 35,521 $8.2M 0.17% -325 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,798 shares; 2025Q1: 106,172 shares; 2025Q2: 103,789 shares; 2025Q3: 100,459 shares; 2025Q4: 100,651 shares; 2026Q1: 101,697 shares; 2026Q2: 100,711 shares; 2026Q3: 104,612 shares 104,612 $8.16M 0.17% +3,901 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,125 shares; 2025Q1: 84,923 shares; 2025Q2: 90,470 shares; 2025Q3: 92,044 shares; 2025Q4: 91,130 shares; 2026Q1: 92,874 shares; 2026Q2: 94,663 shares; 2026Q3: 95,122 shares 95,122 $8.08M 0.16% +459 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,538 shares; 2025Q1: 113,786 shares; 2025Q2: 92,727 shares; 2025Q3: 97,516 shares; 2025Q4: 86,723 shares; 2026Q1: 74,770 shares; 2026Q2: 54,691 shares; 2026Q3: 66,313 shares 66,313 $7.97M 0.16% +11,622 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,101 shares; 2025Q1: 63,081 shares; 2025Q2: 61,081 shares; 2025Q3: 68,086 shares; 2025Q4: 55,060 shares; 2026Q1: 55,061 shares; 2026Q2: 80,061 shares; 2026Q3: 81,518 shares 81,518 $7.94M 0.16% +1,457 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240,655 shares; 2026Q3: 150,524 shares 150,524 $7.68M 0.16% -90,131 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; 2024Q4: 204,025 shares; 2025Q1: 205,262 shares; 2025Q2: 205,537 shares; 2025Q3: 203,447 shares; 2025Q4: 202,156 shares; 2026Q1: 213,197 shares; 2026Q2: 187,342 shares; 2026Q3: 173,433 shares 173,433 $7.57M 0.15% -13,909 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,797 shares; 2025Q1: 103,644 shares; 2025Q2: 110,097 shares; 2025Q3: 112,858 shares; 2025Q4: 112,391 shares; 2026Q1: 126,515 shares; 2026Q2: 133,396 shares; 2026Q3: 131,389 shares 131,389 $7.52M 0.15% -2,007 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153,335 shares; 2025Q1: 152,656 shares; 2025Q2: 153,662 shares; 2025Q3: 184,063 shares; 2025Q4: 130,662 shares; 2026Q1: 91,987 shares; 2026Q2: 86,581 shares; 2026Q3: 82,785 shares 82,785 $7.42M 0.15% -3,796 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,808 shares; 2025Q1: 121,912 shares; 2025Q2: 124,804 shares; 2025Q3: 136,646 shares; 2025Q4: 138,280 shares; 2026Q1: 143,228 shares; 2026Q2: 147,917 shares; 2026Q3: 147,274 shares 147,274 $7.29M 0.15% -643 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,964 shares; 2025Q1: 25,601 shares; 2025Q2: 27,758 shares; 2025Q3: 24,321 shares; 2025Q4: 25,138 shares; 2026Q1: 23,241 shares; 2026Q2: 24,668 shares; 2026Q3: 23,025 shares 23,025 $7.28M 0.15% -1,643 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,136 shares; 2026Q2: 76,833 shares; 2026Q3: 75,937 shares 75,937 $6.99M 0.14% -896 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42,910 shares 42,910 $6.98M 0.14% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,890 shares; 2025Q1: 61,877 shares; 2025Q2: 63,189 shares; 2025Q3: 70,692 shares; 2025Q4: 72,130 shares; 2026Q1: 75,331 shares; 2026Q2: 76,869 shares; 2026Q3: 76,751 shares 76,751 $6.81M 0.14% -118 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,427 shares; 2025Q1: 18,463 shares; 2025Q2: 18,863 shares; 2025Q3: 18,888 shares; 2025Q4: 18,963 shares; 2026Q1: 18,963 shares; 2026Q2: 18,963 shares; 2026Q3: 18,963 shares 18,963 $6.77M 0.14% 0 Timeline CALI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares; 2026Q2: 57,765 shares; 2026Q3: 132,246 shares 132,246 $6.59M 0.13% +74,481 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; 2024Q4: 146,280 shares; 2025Q1: 137,394 shares; 2025Q2: 138,654 shares; 2025Q3: 133,691 shares; 2025Q4: 133,477 shares; 2026Q1: 130,018 shares; 2026Q2: 130,020 shares; 2026Q3: 123,344 shares 123,344 $6.59M 0.13% -6,676 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,998 shares; 2025Q1: 11,480 shares; 2025Q2: 17,647 shares; 2025Q3: 18,889 shares; 2025Q4: 19,912 shares; 2026Q1: 19,344 shares; 2026Q2: 21,163 shares; 2026Q3: 25,242 shares 25,242 $6.51M 0.13% +4,079 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 221,390 shares; 2025Q1: 219,215 shares; 2025Q2: 218,534 shares; 2025Q3: 216,776 shares; 2025Q4: 215,359 shares; 2026Q1: 213,765 shares; 2026Q2: 212,469 shares; 2026Q3: 211,623 shares 211,623 $6.35M 0.13% -846 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; 2024Q4: 17,203 shares; 2025Q1: 17,673 shares; 2025Q2: 16,519 shares; 2025Q3: 18,579 shares; 2025Q4: 19,462 shares; 2026Q1: 19,438 shares; 2026Q2: 18,891 shares; 2026Q3: 19,212 shares 19,212 $6.34M 0.13% +321 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,312 shares; 2025Q1: 10,408 shares; 2025Q2: 23,933 shares; 2025Q3: 22,396 shares; 2025Q4: 21,389 shares; 2026Q1: 19,233 shares; 2026Q2: 20,131 shares; 2026Q3: 20,615 shares 20,615 $6.27M 0.13% +484 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,518 shares; 2025Q1: 27,703 shares; 2025Q2: 27,723 shares; 2025Q3: 26,783 shares; 2025Q4: 24,651 shares; 2026Q1: 24,853 shares; 2026Q2: 23,299 shares; 2026Q3: 22,159 shares 22,159 $6.1M 0.12% -1,140 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,575 shares; 2025Q1: 48,050 shares; 2025Q2: 42,076 shares; 2025Q3: 43,173 shares; 2025Q4: 43,374 shares; 2026Q1: 43,392 shares; 2026Q2: 39,529 shares; 2026Q3: 39,529 shares 39,529 $5.86M 0.12% 0 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; 2024Q4: 22,881 shares; 2025Q1: 29,341 shares; 2025Q2: 28,543 shares; 2025Q3: 35,887 shares; 2025Q4: 34,096 shares; 2026Q1: 33,999 shares; 2026Q2: 36,714 shares; 2026Q3: 39,077 shares 39,077 $5.65M 0.11% +2,363 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,086 shares; 2025Q1: 63,946 shares; 2025Q2: 64,317 shares; 2025Q3: 63,903 shares; 2025Q4: 64,285 shares; 2026Q1: 66,652 shares; 2026Q2: 70,108 shares; 2026Q3: 69,582 shares 69,582 $5.54M 0.11% -526 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,945 shares; 2025Q1: 107,337 shares; 2025Q2: 105,860 shares; 2025Q3: 106,720 shares; 2025Q4: 114,349 shares; 2026Q1: 107,136 shares; 2026Q2: 104,287 shares; 2026Q3: 101,834 shares 101,834 $5.52M 0.11% -2,453 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,532 shares; 2025Q1: 33,335 shares; 2025Q2: 33,701 shares; 2025Q3: 33,690 shares; 2025Q4: 34,814 shares; 2026Q1: 35,471 shares; 2026Q2: 35,511 shares; 2026Q3: 35,390 shares 35,390 $5.49M 0.11% -121 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; 2024Q4: 23,167 shares; 2025Q1: 23,339 shares; 2025Q2: 23,340 shares; 2025Q3: 22,790 shares; 2025Q4: 22,945 shares; 2026Q1: 23,056 shares; 2026Q2: 22,984 shares; 2026Q3: 22,507 shares 22,507 $5.33M 0.11% -477 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,970 shares; 2025Q1: 5,316 shares; 2025Q2: 40,853 shares; 2025Q3: 33,789 shares; 2025Q4: 25,628 shares; 2026Q1: 26,644 shares; 2026Q2: 33,379 shares; 2026Q3: 33,987 shares 33,987 $5.23M 0.11% +608 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,988 shares; 2025Q1: 32,525 shares; 2025Q2: 32,461 shares; 2025Q3: 32,777 shares; 2025Q4: 31,255 shares; 2026Q1: 32,629 shares; 2026Q2: 18,366 shares; 2026Q3: 18,887 shares 18,887 $5.21M 0.11% +521 Timeline EMCR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,202 shares; 2025Q1: 108,738 shares; 2025Q2: 113,059 shares; 2025Q3: 112,605 shares; 2025Q4: 117,984 shares; 2026Q1: 121,060 shares; 2026Q2: 124,908 shares; 2026Q3: 120,445 shares 120,445 $5.19M 0.11% -4,463 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,750 shares; 2025Q1: 48,216 shares; 2025Q2: 48,480 shares; 2025Q3: 52,179 shares; 2025Q4: 52,723 shares; 2026Q1: 47,289 shares; 2026Q2: 46,317 shares; 2026Q3: 44,099 shares 44,099 $5.13M 0.1% -2,218 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,561 shares; 2025Q1: 28,398 shares; 2025Q2: 27,926 shares; 2025Q3: 27,409 shares; 2025Q4: 23,702 shares; 2026Q1: 23,130 shares; 2026Q2: 23,022 shares; 2026Q3: 23,021 shares 23,021 $5.11M 0.1% -1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,347 shares; 2025Q1: 69,101 shares; 2025Q2: 69,096 shares; 2025Q3: 67,565 shares; 2025Q4: 67,421 shares; 2026Q1: 68,143 shares; 2026Q2: 67,929 shares; 2026Q3: 67,148 shares 67,148 $5.09M 0.1% -781 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,394 shares; 2025Q1: 33,289 shares; 2025Q2: 33,289 shares; 2025Q3: 45,379 shares; 2025Q4: 64,023 shares; 2026Q1: 1,016,257 shares; 2026Q2: 38,429 shares; 2026Q3: 55,391 shares 55,391 $5.08M 0.1% +16,962 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,089 shares; 2025Q1: 53,537 shares; 2025Q2: 21,399 shares; 2025Q3: 21,611 shares; 2025Q4: 22,189 shares; 2026Q1: 22,906 shares; 2026Q2: 23,059 shares; 2026Q3: 24,297 shares 24,297 $5.05M 0.1% +1,238 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,454 shares; 2025Q1: 47,819 shares; 2025Q2: 56,287 shares; 2025Q3: 55,418 shares; 2025Q4: 53,166 shares; 2026Q1: 52,897 shares; 2026Q2: 51,322 shares; 2026Q3: 50,611 shares 50,611 $4.95M 0.1% -711 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,447 shares; 2025Q1: 34,281 shares; 2025Q2: 30,685 shares; 2025Q3: 30,751 shares; 2025Q4: 30,946 shares; 2026Q1: 31,855 shares; 2026Q2: 31,664 shares; 2026Q3: 33,429 shares 33,429 $4.89M 0.1% +1,765 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,000 shares; 2026Q3: 34,000 shares 34,000 $4.88M 0.1% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,645 shares; 2026Q1: 539,401 shares; 2026Q2: 536,041 shares; 2026Q3: 255,957 shares 255,957 $4.86M 0.1% -280,084 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,593 shares; 2025Q1: 1,838 shares; 2025Q2: 4,107 shares; 2025Q3: 4,620 shares; 2025Q4: 5,603 shares; 2026Q1: 5,614 shares; 2026Q2: 5,526 shares; 2026Q3: 5,396 shares 5,396 $4.86M 0.1% -130 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,094 shares; 2025Q1: 76,882 shares; 2025Q2: 80,982 shares; 2025Q3: 83,991 shares; 2025Q4: 62,727 shares; 2026Q1: 31,745 shares; 2026Q2: 33,625 shares; 2026Q3: 34,233 shares 34,233 $4.7M 0.1% +608 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,074 shares; 2025Q1: 39,992 shares; 2025Q2: 40,408 shares; 2025Q3: 40,349 shares; 2025Q4: 42,311 shares; 2026Q1: 42,316 shares; 2026Q2: 42,307 shares; 2026Q3: 41,751 shares 41,751 $4.67M 0.09% -556 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; 2024Q4: 15,549 shares; 2025Q1: 14,722 shares; 2025Q2: 15,436 shares; 2025Q3: 15,346 shares; 2025Q4: 16,139 shares; 2026Q1: 14,903 shares; 2026Q2: 14,853 shares; 2026Q3: 14,199 shares 14,199 $4.55M 0.09% -654 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,124 shares; 2025Q1: 19,744 shares; 2025Q2: 19,566 shares; 2025Q3: 21,386 shares; 2025Q4: 14,926 shares; 2026Q1: 14,847 shares; 2026Q2: 16,071 shares; 2026Q3: 19,691 shares 19,691 $4.52M 0.09% +3,620 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,668 shares; 2025Q1: 36,242 shares; 2025Q2: 37,857 shares; 2025Q3: 37,860 shares; 2025Q4: 39,482 shares; 2026Q1: 40,129 shares; 2026Q2: 40,116 shares; 2026Q3: 40,735 shares 40,735 $4.49M 0.09% +619 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,998 shares; 2025Q1: 39,569 shares; 2025Q2: 39,901 shares; 2025Q3: 58,812 shares; 2025Q4: 89,186 shares; 2026Q1: 85,971 shares; 2026Q2: 84,678 shares; 2026Q3: 86,173 shares 86,173 $4.35M 0.09% +1,495 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,260 shares; 2025Q1: 47,208 shares; 2025Q2: 75,231 shares; 2025Q3: 75,400 shares; 2025Q4: 74,575 shares; 2026Q1: 75,949 shares; 2026Q2: 75,791 shares; 2026Q3: 75,265 shares 75,265 $4.35M 0.09% -526 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,458 shares; 2025Q1: 14,109 shares; 2025Q2: 18,613 shares; 2025Q3: 16,483 shares; 2025Q4: 15,655 shares; 2026Q1: 15,766 shares; 2026Q2: 16,167 shares; 2026Q3: 15,952 shares 15,952 $4.34M 0.09% -215 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,072 shares; 2025Q1: 21,996 shares; 2025Q2: 22,030 shares; 2025Q3: 21,585 shares; 2025Q4: 21,987 shares; 2026Q1: 22,224 shares; 2026Q2: 22,630 shares; 2026Q3: 22,399 shares 22,399 $4.34M 0.09% -231 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,092 shares; 2026Q2: 11,065 shares; 2026Q3: 10,878 shares 10,878 $4.3M 0.09% -187 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,475,003 shares; 2025Q1: 1,433,078 shares; 2025Q2: 1,418,951 shares; 2025Q3: 74,480 shares; 2025Q4: 96,761 shares; 2026Q1: 98,520 shares; 2026Q2: 99,510 shares; 2026Q3: 101,500 shares 101,500 $4.29M 0.09% +1,990 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,177 shares; 2025Q1: 49,749 shares; 2025Q2: 59,085 shares; 2025Q3: 29,044 shares; 2025Q4: 26,080 shares; 2026Q1: 24,509 shares; 2026Q2: 26,669 shares; 2026Q3: 28,801 shares 28,801 $4.19M 0.08% +2,132 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,672 shares; 2025Q1: 2,825 shares; 2025Q2: 6,849 shares; 2025Q3: 6,835 shares; 2025Q4: 6,871 shares; 2026Q1: 6,651 shares; 2026Q2: 6,041 shares; 2026Q3: 6,143 shares 6,143 $4.15M 0.08% +102 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,736 shares; 2025Q3: 195,736 shares; 2025Q4: 170,000 shares; 2026Q1: 168,000 shares; 2026Q2: 168,000 shares; 2026Q3: 168,000 shares 168,000 $4.05M 0.08% 0 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; 2024Q4: 6,663 shares; 2025Q1: 6,614 shares; 2025Q2: 6,663 shares; 2025Q3: 19,163 shares; 2025Q4: 12,568 shares; 2026Q1: 15,287 shares; 2026Q2: 15,063 shares; 2026Q3: 14,921 shares 14,921 $4.01M 0.08% -142 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,639 shares; 2025Q1: 69,679 shares; 2025Q2: 67,347 shares; 2025Q3: 70,755 shares; 2025Q4: 68,842 shares; 2026Q1: 78,189 shares; 2026Q2: 85,084 shares; 2026Q3: 82,600 shares 82,600 $3.99M 0.08% -2,484 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,282 shares; 2025Q3: 54,996 shares; 2025Q4: 55,783 shares; 2026Q1: 59,931 shares; 2026Q2: 50,639 shares; 2026Q3: 50,844 shares 50,844 $3.95M 0.08% +205 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,636 shares; 2025Q1: 65,569 shares; 2025Q2: 64,144 shares; 2025Q3: 66,493 shares; 2025Q4: 66,812 shares; 2026Q1: 52,836 shares; 2026Q2: 55,213 shares; 2026Q3: 56,344 shares 56,344 $3.93M 0.08% +1,131 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,478 shares; 2025Q1: 6,381 shares; 2025Q2: 6,731 shares; 2025Q3: 6,374 shares; 2025Q4: 6,019 shares; 2026Q1: 6,012 shares; 2026Q2: 5,978 shares; 2026Q3: 5,972 shares 5,972 $3.92M 0.08% -6 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,517 shares; 2025Q1: 49,203 shares; 2025Q2: 48,289 shares; 2025Q3: 45,751 shares; 2025Q4: 45,157 shares; 2026Q1: 44,932 shares; 2026Q2: 45,165 shares; 2026Q3: 44,131 shares 44,131 $3.91M 0.08% -1,034 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,524 shares; 2025Q1: 34,992 shares; 2025Q2: 37,194 shares; 2025Q3: 37,773 shares; 2025Q4: 37,920 shares; 2026Q1: 38,433 shares; 2026Q2: 38,460 shares; 2026Q3: 37,823 shares 37,823 $3.86M 0.08% -637 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,498 shares; 2025Q1: 3,721 shares; 2025Q2: 17,342 shares; 2025Q3: 17,267 shares; 2025Q4: 17,594 shares; 2026Q1: 18,122 shares; 2026Q2: 18,062 shares; 2026Q3: 16,537 shares 16,537 $3.86M 0.08% -1,525 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,501 shares; 2025Q1: 43,551 shares; 2025Q2: 44,096 shares; 2025Q3: 44,051 shares; 2025Q4: 46,818 shares; 2026Q1: 46,844 shares; 2026Q2: 46,852 shares; 2026Q3: 46,098 shares 46,098 $3.82M 0.08% -754 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,207 shares; 2025Q1: 30,039 shares; 2025Q2: 30,492 shares; 2025Q3: 30,108 shares; 2025Q4: 35,286 shares; 2026Q1: 36,653 shares; 2026Q2: 36,895 shares; 2026Q3: 36,343 shares 36,343 $3.75M 0.08% -552 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,247 shares; 2025Q1: 24,350 shares; 2025Q2: 22,868 shares; 2025Q3: 23,069 shares; 2025Q4: 23,439 shares; 2026Q1: 23,947 shares; 2026Q2: 23,001 shares; 2026Q3: 23,610 shares 23,610 $3.68M 0.07% +609 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,504 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,515 shares; 2026Q3: 35,515 shares 35,515 $3.61M 0.07% +15,000 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,771 shares; 2025Q1: 9,019 shares; 2025Q2: 9,120 shares; 2025Q3: 9,112 shares; 2025Q4: 9,965 shares; 2026Q1: 9,968 shares; 2026Q2: 9,982 shares; 2026Q3: 9,839 shares 9,839 $3.58M 0.07% -143 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,156 shares; 2025Q1: 82,753 shares; 2025Q2: 25,851 shares; 2025Q3: 25,030 shares; 2025Q4: 22,911 shares; 2026Q1: 22,733 shares; 2026Q2: 22,739 shares; 2026Q3: 22,515 shares 22,515 $3.53M 0.07% -224 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,842 shares; 2025Q1: 44,800 shares; 2025Q2: 45,349 shares; 2025Q3: 45,300 shares; 2025Q4: 45,018 shares; 2026Q1: 45,026 shares; 2026Q2: 45,046 shares; 2026Q3: 44,317 shares 44,317 $3.48M 0.07% -729 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,780 shares; 2025Q1: 14,323 shares; 2025Q2: 12,030 shares; 2025Q3: 13,407 shares; 2025Q4: 14,191 shares; 2026Q1: 14,196 shares; 2026Q2: 15,175 shares; 2026Q3: 15,602 shares 15,602 $3.43M 0.07% +427 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,166 shares; 2026Q2: 3,616 shares; 2026Q3: 3,681 shares 3,681 $3.4M 0.07% +65 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,184 shares; 2025Q1: 7,231 shares; 2025Q2: 7,124 shares; 2025Q3: 6,978 shares; 2025Q4: 6,895 shares; 2026Q1: 6,874 shares; 2026Q2: 6,846 shares; 2026Q3: 6,847 shares 6,847 $3.31M 0.07% +1 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,484 shares; 2025Q1: 4,490 shares; 2025Q2: 5,264 shares; 2025Q3: 4,546 shares; 2025Q4: 4,578 shares; 2026Q1: 10,846 shares; 2026Q2: 12,039 shares; 2026Q3: 11,896 shares 11,896 $3.31M 0.07% -143 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 7,435 shares; 2026Q2: 7,425 shares; 2026Q3: 11,431 shares 11,431 $3.29M 0.07% +4,006 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 1,356 shares; 2025Q3: 1,432 shares; 2025Q4: 1,472 shares; 2026Q1: 2,880 shares; 2026Q2: 1,498 shares; 2026Q3: 3,451 shares 3,451 $3.28M 0.07% +1,953 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,043 shares; 2025Q1: 15,443 shares; 2025Q2: 16,961 shares; 2025Q3: 15,911 shares; 2025Q4: 18,030 shares; 2026Q1: 15,788 shares; 2026Q2: 15,949 shares; 2026Q3: 14,990 shares 14,990 $3.27M 0.07% -959 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,257 shares; 2026Q3: 14,998 shares 14,998 $3.16M 0.06% +741 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302,609 shares; 2025Q1: 302,057 shares; 2025Q2: 304,540 shares; 2025Q3: 303,120 shares; 2025Q4: 242,428 shares; 2026Q1: 148,074 shares; 2026Q2: 134,876 shares; 2026Q3: 122,440 shares 122,440 $3.16M 0.06% -12,436 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,401 shares; 2025Q1: 5,950 shares; 2025Q2: 5,760 shares; 2025Q3: 18,176 shares; 2025Q4: 20,646 shares; 2026Q1: 20,829 shares; 2026Q2: 26,044 shares; 2026Q3: 27,740 shares 27,740 $3.15M 0.06% +1,696 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,439 shares; 2025Q1: 30,991 shares; 2025Q2: 29,346 shares; 2025Q3: 29,445 shares; 2025Q4: 30,260 shares; 2026Q1: 30,190 shares; 2026Q2: 30,190 shares; 2026Q3: 30,256 shares 30,256 $3.14M 0.06% +66 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,106 shares; 2025Q1: 22,145 shares; 2025Q2: 22,378 shares; 2025Q3: 22,447 shares; 2025Q4: 20,386 shares; 2026Q1: 23,046 shares; 2026Q2: 23,085 shares; 2026Q3: 22,787 shares 22,787 $3.14M 0.06% -298 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; 2024Q4: 57,178 shares; 2025Q1: 57,363 shares; 2025Q2: 58,076 shares; 2025Q3: 57,982 shares; 2025Q4: 61,882 shares; 2026Q1: 61,890 shares; 2026Q2: 61,987 shares; 2026Q3: 60,887 shares 60,887 $3.08M 0.06% -1,100 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,354 shares; 2025Q1: 16,251 shares; 2025Q2: 15,615 shares; 2025Q3: 15,988 shares; 2025Q4: 13,495 shares; 2026Q1: 13,307 shares; 2026Q2: 13,553 shares; 2026Q3: 14,759 shares 14,759 $3.08M 0.06% +1,206 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,927 shares; 2025Q1: 4,120 shares; 2025Q2: 4,380 shares; 2025Q3: 19,411 shares; 2025Q4: 19,410 shares; 2026Q1: 19,355 shares; 2026Q2: 19,356 shares; 2026Q3: 19,355 shares 19,355 $3.06M 0.06% -1 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; 2024Q4: 11,316 shares; 2025Q1: 12,002 shares; 2025Q2: 14,952 shares; 2025Q3: 14,951 shares; 2025Q4: 16,392 shares; 2026Q1: 14,394 shares; 2026Q2: 14,372 shares; 2026Q3: 14,440 shares 14,440 $3.05M 0.06% +68 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,520 shares; 2025Q1: 51,520 shares; 2025Q2: 51,520 shares; 2025Q3: 51,520 shares; 2025Q4: 51,520 shares; 2026Q1: 82,068 shares; 2026Q2: 78,280 shares; 2026Q3: 77,059 shares 77,059 $2.97M 0.06% -1,221 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,216 shares; 2025Q1: 6,729 shares; 2025Q2: 6,516 shares; 2025Q3: 8,820 shares; 2025Q4: 9,899 shares; 2026Q1: 9,802 shares; 2026Q2: 12,098 shares; 2026Q3: 12,873 shares 12,873 $2.96M 0.06% +775 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,160 shares; 2025Q1: 5,532 shares; 2025Q2: 5,332 shares; 2025Q3: 7,605 shares; 2025Q4: 10,313 shares; 2026Q1: 10,199 shares; 2026Q2: 12,291 shares; 2026Q3: 12,976 shares 12,976 $2.96M 0.06% +685 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,868 shares; 2025Q1: 26,869 shares; 2025Q2: 25,913 shares; 2025Q3: 24,489 shares; 2025Q4: 18,033 shares; 2026Q1: 11,845 shares; 2026Q2: 11,826 shares; 2026Q3: 18,834 shares 18,834 $2.94M 0.06% +7,008 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,269 shares; 2025Q1: 20,866 shares; 2025Q2: 16,818 shares; 2025Q3: 2,584 shares; 2025Q4: 2,580 shares; 2026Q1: not reported; 2026Q2: 3,158 shares; 2026Q3: 16,241 shares 16,241 $2.91M 0.06% +13,083 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,847 shares; 2026Q2: 14,848 shares; 2026Q3: 48,226 shares 48,226 $2.9M 0.06% +33,378 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,955 shares; 2025Q1: 45,955 shares; 2025Q2: 45,955 shares; 2025Q3: 45,955 shares; 2025Q4: 45,955 shares; 2026Q1: 45,955 shares; 2026Q2: 45,955 shares; 2026Q3: 45,955 shares 45,955 $2.83M 0.06% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 704 shares; 2025Q1: 753 shares; 2025Q2: 733 shares; 2025Q3: 940 shares; 2025Q4: 1,702 shares; 2026Q1: 1,682 shares; 2026Q2: 2,117 shares; 2026Q3: 2,260 shares 2,260 $2.82M 0.06% +143 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,388 shares; 2025Q1: 21,353 shares; 2025Q2: 21,647 shares; 2025Q3: 21,647 shares; 2025Q4: 23,057 shares; 2026Q1: 23,066 shares; 2026Q2: 23,120 shares; 2026Q3: 22,731 shares 22,731 $2.78M 0.06% -389 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,132 shares; 2025Q1: 35,115 shares; 2025Q2: 35,242 shares; 2025Q3: 34,992 shares; 2025Q4: 9,233 shares; 2026Q1: 9,233 shares; 2026Q2: 9,233 shares; 2026Q3: 9,760 shares 9,760 $2.78M 0.06% +527 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 33,942 shares; 2025Q2: 34,692 shares; 2025Q3: 46,222 shares; 2025Q4: 46,724 shares; 2026Q1: 46,963 shares; 2026Q2: 35,451 shares; 2026Q3: 35,451 shares 35,451 $2.77M 0.06% 0 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,391 shares; 2025Q4: 8,939 shares; 2026Q1: 42,329 shares; 2026Q2: 27,931 shares; 2026Q3: 27,931 shares 27,931 $2.71M 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,721 shares; 2025Q1: 23,767 shares; 2025Q2: 32,224 shares; 2025Q3: 31,835 shares; 2025Q4: 30,563 shares; 2026Q1: 30,718 shares; 2026Q2: 30,261 shares; 2026Q3: 28,820 shares 28,820 $2.71M 0.05% -1,441 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,098 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 14,763 shares; 2025Q4: 14,724 shares; 2026Q1: 14,553 shares; 2026Q2: 10,837 shares; 2026Q3: 10,523 shares 10,523 $2.71M 0.05% -314 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,804 shares; 2025Q1: 36,783 shares; 2025Q2: 35,560 shares; 2025Q3: 46,297 shares; 2025Q4: 52,150 shares; 2026Q1: 51,411 shares; 2026Q2: 65,002 shares; 2026Q3: 69,360 shares 69,360 $2.71M 0.05% +4,358 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,642 shares; 2025Q1: 43,891 shares; 2025Q2: 38,814 shares; 2025Q3: 37,035 shares; 2025Q4: 35,229 shares; 2026Q1: 33,590 shares; 2026Q2: 11,196 shares; 2026Q3: 11,265 shares 11,265 $2.7M 0.05% +69 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,070 shares; 2025Q1: 1,055 shares; 2025Q2: 1,017 shares; 2025Q3: 1,007 shares; 2025Q4: 969 shares; 2026Q1: 964 shares; 2026Q2: 956 shares; 2026Q3: 951 shares 951 $2.69M 0.05% -5 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,950 shares; 2025Q1: 76,486 shares; 2025Q2: 77,691 shares; 2025Q3: 52,722 shares; 2025Q4: 45,463 shares; 2026Q1: 37,804 shares; 2026Q2: 53,451 shares; 2026Q3: 58,593 shares 58,593 $2.69M 0.05% +5,142 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,146 shares 10,146 $2.67M 0.05% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 788,846 shares; 2025Q1: 659,607 shares; 2025Q2: 125,079 shares; 2025Q3: 3,095,899 shares; 2025Q4: 2,824,210 shares; 2026Q1: 1,606,184 shares; 2026Q2: 148,872 shares; 2026Q3: 115,813 shares 115,813 $2.65M 0.05% -33,059 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; 2024Q4: 6,012 shares; 2025Q1: 6,349 shares; 2025Q2: 6,084 shares; 2025Q3: 12,560 shares; 2025Q4: 10,564 shares; 2026Q1: 12,467 shares; 2026Q2: 11,001 shares; 2026Q3: 11,898 shares 11,898 $2.65M 0.05% +897 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,764 shares; 2025Q1: 60,737 shares; 2025Q2: 59,062 shares; 2025Q3: 49,450 shares; 2025Q4: 67,325 shares; 2026Q1: 61,856 shares; 2026Q2: 74,331 shares; 2026Q3: 55,676 shares 55,676 $2.64M 0.05% -18,655 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,066 shares; 2025Q1: 2,266 shares; 2025Q2: 2,406 shares; 2025Q3: 2,418 shares; 2025Q4: 2,193 shares; 2026Q1: 2,077 shares; 2026Q2: 1,859 shares; 2026Q3: 16,042 shares 16,042 $2.62M 0.05% +14,183 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,479 shares; 2026Q3: 19,186 shares 19,186 $2.61M 0.05% +707 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,443 shares; 2025Q1: 128,537 shares; 2025Q2: 125,364 shares; 2025Q3: 114,649 shares; 2025Q4: 113,339 shares; 2026Q1: 109,125 shares; 2026Q2: 112,061 shares; 2026Q3: 112,705 shares 112,705 $2.6M 0.05% +644 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,975 shares; 2025Q1: 22,987 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares; 2025Q4: 19,164 shares; 2026Q1: 18,612 shares; 2026Q2: 18,562 shares; 2026Q3: 18,092 shares 18,092 $2.57M 0.05% -470 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,422 shares; 2025Q1: 4,034 shares; 2025Q2: 3,601 shares; 2025Q3: 3,479 shares; 2025Q4: 3,374 shares; 2026Q1: 3,378 shares; 2026Q2: 3,376 shares; 2026Q3: 3,376 shares 3,376 $2.56M 0.05% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,689 shares; 2025Q1: 10,331 shares; 2025Q2: 10,131 shares; 2025Q3: 11,245 shares; 2025Q4: 7,074 shares; 2026Q1: 6,976 shares; 2026Q2: 8,655 shares; 2026Q3: 9,242 shares 9,242 $2.54M 0.05% +587 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,014 shares; 2025Q1: 4,172 shares; 2025Q2: 3,910 shares; 2025Q3: 3,915 shares; 2025Q4: 3,966 shares; 2026Q1: 3,902 shares; 2026Q2: 3,764 shares; 2026Q3: 3,765 shares 3,765 $2.53M 0.05% +1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,681 shares; 2025Q1: 11,186 shares; 2025Q2: 6,472 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares; 2026Q1: 6,453 shares; 2026Q2: 6,453 shares; 2026Q3: 6,453 shares 6,453 $2.47M 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,624 shares; 2025Q1: 1,368 shares; 2025Q2: 2,119 shares; 2025Q3: 1,894 shares; 2025Q4: 1,750 shares; 2026Q1: 14,044 shares; 2026Q2: 13,511 shares; 2026Q3: 12,766 shares 12,766 $2.38M 0.05% -745 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; 2024Q4: 44,206 shares; 2025Q1: 44,170 shares; 2025Q2: 46,961 shares; 2025Q3: 52,453 shares; 2025Q4: 55,719 shares; 2026Q1: 47,667 shares; 2026Q2: 47,985 shares; 2026Q3: 53,785 shares 53,785 $2.36M 0.05% +5,800 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,638 shares; 2026Q3: 12,072 shares 12,072 $2.35M 0.05% +3,434 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,540 shares; 2026Q1: 5,193 shares; 2026Q2: 6,217 shares; 2026Q3: 6,104 shares 6,104 $2.35M 0.05% -113 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,397 shares; 2025Q1: 34,047 shares; 2025Q2: 34,510 shares; 2025Q3: 34,497 shares; 2025Q4: 35,749 shares; 2026Q1: 29,351 shares; 2026Q2: 30,906 shares; 2026Q3: 31,006 shares 31,006 $2.34M 0.05% +100 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,448 shares; 2025Q4: 19,518 shares; 2026Q1: 15,916 shares; 2026Q2: 11,224 shares; 2026Q3: 11,225 shares 11,225 $2.33M 0.05% +1 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,646 shares; 2025Q1: 23,023 shares; 2025Q2: 22,679 shares; 2025Q3: 24,453 shares; 2025Q4: 20,484 shares; 2026Q1: 20,387 shares; 2026Q2: 22,124 shares; 2026Q3: 22,652 shares 22,652 $2.29M 0.05% +528 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,216 shares; 2025Q1: 13,237 shares; 2025Q2: 30,881 shares; 2025Q3: 30,945 shares; 2025Q4: 29,484 shares; 2026Q1: 28,325 shares; 2026Q2: 28,258 shares; 2026Q3: 28,621 shares 28,621 $2.29M 0.05% +363 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,615 shares; 2025Q1: 11,096 shares; 2025Q2: 12,341 shares; 2025Q3: 12,362 shares; 2025Q4: 12,636 shares; 2026Q1: 14,158 shares; 2026Q2: 102,967 shares; 2026Q3: 16,526 shares 16,526 $2.24M 0.05% -86,441 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,948 shares; 2025Q3: 2,563 shares; 2025Q4: 3,042 shares; 2026Q1: 2,153 shares; 2026Q2: 3,995 shares; 2026Q3: 4,280 shares 4,280 $2.24M 0.05% +285 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,196 shares; 2025Q2: 12,825 shares; 2025Q3: 16,803 shares; 2025Q4: 18,808 shares; 2026Q1: 18,771 shares; 2026Q2: 23,608 shares; 2026Q3: 25,450 shares 25,450 $2.23M 0.05% +1,842 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,743 shares; 2025Q1: 71,844 shares; 2025Q2: 68,694 shares; 2025Q3: 65,522 shares; 2025Q4: 66,376 shares; 2026Q1: 69,310 shares; 2026Q2: 69,311 shares; 2026Q3: 67,874 shares 67,874 $2.21M 0.04% -1,437 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 182,091 shares; 2025Q1: 166,072 shares; 2025Q2: 215,228 shares; 2025Q3: 220,146 shares; 2025Q4: 191,272 shares; 2026Q1: 92,819 shares; 2026Q2: 59,514 shares; 2026Q3: 43,126 shares 43,126 $2.21M 0.04% -16,388 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,434 shares; 2025Q1: 9,243 shares; 2025Q2: 9,142 shares; 2025Q3: 8,853 shares; 2025Q4: 8,844 shares; 2026Q1: 8,792 shares; 2026Q2: 8,527 shares; 2026Q3: 8,202 shares 8,202 $2.19M 0.04% -325 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,250 shares; 2025Q1: 8,147 shares; 2025Q2: 8,580 shares; 2025Q3: 8,604 shares; 2025Q4: 9,033 shares; 2026Q1: 9,401 shares; 2026Q2: 9,885 shares; 2026Q3: 9,789 shares 9,789 $2.18M 0.04% -96 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,963 shares; 2025Q1: 10,123 shares; 2025Q2: 10,703 shares; 2025Q3: 12,121 shares; 2025Q4: 14,426 shares; 2026Q1: 13,282 shares; 2026Q2: 13,869 shares; 2026Q3: 15,119 shares 15,119 $2.16M 0.04% +1,250 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,888 shares; 2025Q1: 20,439 shares; 2025Q2: 22,268 shares; 2025Q3: 4,751 shares; 2025Q4: 23,404 shares; 2026Q1: 23,413 shares; 2026Q2: 23,465 shares; 2026Q3: 23,061 shares 23,061 $2.15M 0.04% -404 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,508 shares; 2025Q1: 11,746 shares; 2025Q2: 11,741 shares; 2025Q3: 11,835 shares; 2025Q4: 5,777 shares; 2026Q1: 5,686 shares; 2026Q2: 5,658 shares; 2026Q3: 5,893 shares 5,893 $2.09M 0.04% +235 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; 2024Q4: 21,808 shares; 2025Q1: 21,965 shares; 2025Q2: 21,552 shares; 2025Q3: 10,249 shares; 2025Q4: 17,953 shares; 2026Q1: 17,500 shares; 2026Q2: 21,965 shares; 2026Q3: 23,661 shares 23,661 $2.09M 0.04% +1,696 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,812 shares; 2025Q1: 63,012 shares; 2025Q2: 57,812 shares; 2025Q3: 57,812 shares; 2025Q4: 58,524 shares; 2026Q1: 57,852 shares; 2026Q2: 57,852 shares; 2026Q3: 57,852 shares 57,852 $2.08M 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,266 shares; 2025Q1: 7,797 shares; 2025Q2: 7,699 shares; 2025Q3: 8,741 shares; 2025Q4: 9,455 shares; 2026Q1: 9,405 shares; 2026Q2: 10,768 shares; 2026Q3: 11,251 shares 11,251 $2.07M 0.04% +483 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,651 shares; 2025Q1: 34,651 shares; 2025Q2: 34,502 shares; 2025Q3: 34,515 shares; 2025Q4: 21,533 shares; 2026Q1: 19,174 shares; 2026Q2: 19,173 shares; 2026Q3: 19,175 shares 19,175 $2.03M 0.04% +2 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,896 shares; 2025Q1: 2,417 shares; 2025Q2: 2,216 shares; 2025Q3: 2,816 shares; 2025Q4: 3,166 shares; 2026Q1: 4,354 shares; 2026Q2: 9,544 shares; 2026Q3: 6,430 shares 6,430 $1.99M 0.04% -3,114 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,012 shares; 2025Q1: 2,043 shares; 2025Q2: 2,235 shares; 2025Q3: 2,214 shares; 2025Q4: 2,271 shares; 2026Q1: 2,242 shares; 2026Q2: 2,296 shares; 2026Q3: 2,303 shares 2,303 $1.97M 0.04% +7 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,520 shares; 2025Q1: 3,667 shares; 2025Q2: 4,729 shares; 2025Q3: 4,707 shares; 2025Q4: 3,334 shares; 2026Q1: 3,357 shares; 2026Q2: 3,262 shares; 2026Q3: 3,032 shares 3,032 $1.95M 0.04% -230 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,749 shares; 2026Q3: 1,894 shares 1,894 $1.92M 0.04% +145 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,392 shares; 2025Q1: 9,065 shares; 2025Q2: 8,757 shares; 2025Q3: 11,558 shares; 2025Q4: 13,001 shares; 2026Q1: 12,904 shares; 2026Q2: 16,314 shares; 2026Q3: 36,035 shares 36,035 $1.91M 0.04% +19,721 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,837 shares; 2025Q1: 14,258 shares; 2025Q2: 13,805 shares; 2025Q3: 17,924 shares; 2025Q4: 20,524 shares; 2026Q1: 19,844 shares; 2026Q2: 25,128 shares; 2026Q3: 27,052 shares 27,052 $1.91M 0.04% +1,924 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 711 shares; 2025Q4: 608 shares; 2026Q1: 610 shares; 2026Q2: 3,776 shares; 2026Q3: 3,712 shares 3,712 $1.89M 0.04% -64 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,881 shares; 2025Q1: 8,021 shares; 2025Q2: 9,222 shares; 2025Q3: 9,033 shares; 2025Q4: 10,093 shares; 2026Q1: 9,242 shares; 2026Q2: 9,003 shares; 2026Q3: 9,793 shares 9,793 $1.87M 0.04% +790 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,352 shares; 2025Q1: 6,914 shares; 2025Q2: 8,096 shares; 2025Q3: 9,713 shares; 2025Q4: 11,015 shares; 2026Q1: 10,905 shares; 2026Q2: 13,536 shares; 2026Q3: 14,459 shares 14,459 $1.86M 0.04% +923 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,081 shares; 2025Q1: 19,229 shares; 2025Q2: 34,031 shares; 2025Q3: 27,813 shares; 2025Q4: 54,032 shares; 2026Q1: 53,865 shares; 2026Q2: 68,108 shares; 2026Q3: 74,115 shares 74,115 $1.81M 0.04% +6,007 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,698 shares; 2025Q3: 7,605 shares; 2025Q4: 7,323 shares; 2026Q1: 7,325 shares; 2026Q2: 7,550 shares; 2026Q3: 7,900 shares 7,900 $1.8M 0.04% +350 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,963 shares; 2025Q1: 5,386 shares; 2025Q2: 5,464 shares; 2025Q3: 5,452 shares; 2025Q4: 5,835 shares; 2026Q1: 6,048 shares; 2026Q2: 6,885 shares; 2026Q3: 6,457 shares 6,457 $1.76M 0.04% -428 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,814 shares; 2025Q1: 18,695 shares; 2025Q2: 19,523 shares; 2025Q3: 19,446 shares; 2025Q4: 20,438 shares; 2026Q1: 20,868 shares; 2026Q2: 20,868 shares; 2026Q3: 21,425 shares 21,425 $1.74M 0.04% +557 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,035 shares; 2025Q1: 14,714 shares; 2025Q2: 14,528 shares; 2025Q3: 17,471 shares; 2025Q4: 17,104 shares; 2026Q1: 16,621 shares; 2026Q2: 16,673 shares; 2026Q3: 18,930 shares 18,930 $1.72M 0.03% +2,257 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,374 shares; 2025Q1: 55,214 shares; 2025Q2: 55,233 shares; 2025Q3: 54,073 shares; 2025Q4: 43,360 shares; 2026Q1: 42,754 shares; 2026Q2: 51,454 shares; 2026Q3: 60,099 shares 60,099 $1.71M 0.03% +8,645 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,248 shares; 2025Q1: 54,174 shares; 2025Q2: 50,199 shares; 2025Q3: 50,199 shares; 2025Q4: 50,347 shares; 2026Q1: 51,335 shares; 2026Q2: 52,250 shares; 2026Q3: 46,709 shares 46,709 $1.7M 0.03% -5,541 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,853 shares; 2026Q3: 45,853 shares 45,853 $1.69M 0.03% 0 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; 2024Q4: 20,084 shares; 2025Q1: 20,083 shares; 2025Q2: 20,106 shares; 2025Q3: 20,122 shares; 2025Q4: 20,106 shares; 2026Q1: 20,142 shares; 2026Q2: 20,143 shares; 2026Q3: 40,300 shares 40,300 $1.68M 0.03% +20,157 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 603,985 shares; 2025Q1: 279,125 shares; 2025Q2: 76,010 shares; 2025Q3: 80,525 shares; 2025Q4: 88,718 shares; 2026Q1: 75,443 shares; 2026Q2: 84,418 shares; 2026Q3: 58,433 shares 58,433 $1.68M 0.03% -25,985 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,119 shares; 2025Q1: 64,119 shares; 2025Q2: 63,541 shares; 2025Q3: 57,341 shares; 2025Q4: 27,022 shares; 2026Q1: 23,700 shares; 2026Q2: 23,700 shares; 2026Q3: 23,700 shares 23,700 $1.65M 0.03% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,223 shares; 2026Q3: 14,620 shares 14,620 $1.64M 0.03% +1,397 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,930 shares; 2025Q1: 10,434 shares; 2025Q2: 9,949 shares; 2025Q3: 9,101 shares; 2025Q4: 8,432 shares; 2026Q1: 7,676 shares; 2026Q2: 7,439 shares; 2026Q3: 7,178 shares 7,178 $1.64M 0.03% -261 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,782 shares; 2025Q1: 41,352 shares; 2025Q2: 39,451 shares; 2025Q3: 37,482 shares; 2025Q4: 38,023 shares; 2026Q1: 37,668 shares; 2026Q2: 36,279 shares; 2026Q3: 35,838 shares 35,838 $1.63M 0.03% -441 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,256 shares; 2025Q1: 44,256 shares; 2025Q2: 44,256 shares; 2025Q3: 44,256 shares; 2025Q4: 43,881 shares; 2026Q1: 42,546 shares; 2026Q2: 41,141 shares; 2026Q3: 40,081 shares 40,081 $1.62M 0.03% -1,060 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,560 shares; 2025Q1: 4,699 shares; 2025Q2: 5,218 shares; 2025Q3: 4,820 shares; 2025Q4: 4,524 shares; 2026Q1: 4,601 shares; 2026Q2: 8,287 shares; 2026Q3: 8,744 shares 8,744 $1.6M 0.03% +457 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,043 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,468 shares; 2026Q2: 6,425 shares; 2026Q3: 6,425 shares 6,425 $1.59M 0.03% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,323 shares; 2025Q1: 5,242 shares; 2025Q2: 4,937 shares; 2025Q3: 4,883 shares; 2025Q4: 4,679 shares; 2026Q1: 4,504 shares; 2026Q2: 4,471 shares; 2026Q3: 4,162 shares 4,162 $1.59M 0.03% -309 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,524 shares; 2025Q1: 3,199 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,071 shares; 2026Q1: 3,092 shares; 2026Q2: 12,418 shares; 2026Q3: 12,518 shares 12,518 $1.57M 0.03% +100 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,928 shares; 2025Q1: 7,710 shares; 2025Q2: 8,520 shares; 2025Q3: 8,731 shares; 2025Q4: 8,501 shares; 2026Q1: 8,786 shares; 2026Q2: 9,308 shares; 2026Q3: 9,308 shares 9,308 $1.57M 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,966 shares; 2025Q1: 7,170 shares; 2025Q2: 6,708 shares; 2025Q3: 5,732 shares; 2025Q4: 6,331 shares; 2026Q1: 6,285 shares; 2026Q2: 8,923 shares; 2026Q3: 9,570 shares 9,570 $1.57M 0.03% +647 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,946 shares; 2025Q1: 63,077 shares; 2025Q2: 63,388 shares; 2025Q3: 60,158 shares; 2025Q4: 58,808 shares; 2026Q1: 56,274 shares; 2026Q2: 54,711 shares; 2026Q3: 53,264 shares 53,264 $1.56M 0.03% -1,447 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,780 shares; 2025Q1: 9,621 shares; 2025Q2: 14,375 shares; 2025Q3: 13,702 shares; 2025Q4: 26,840 shares; 2026Q1: 26,392 shares; 2026Q2: 24,515 shares; 2026Q3: 25,209 shares 25,209 $1.55M 0.03% +694 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; 2024Q4: 1,677 shares; 2025Q1: 1,793 shares; 2025Q2: 3,214 shares; 2025Q3: 4,085 shares; 2025Q4: 4,717 shares; 2026Q1: 4,551 shares; 2026Q2: 3,725 shares; 2026Q3: 3,955 shares 3,955 $1.54M 0.03% +230 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; 2024Q4: 36,767 shares; 2025Q1: 36,264 shares; 2025Q2: 35,880 shares; 2025Q3: 32,289 shares; 2025Q4: 31,157 shares; 2026Q1: 30,281 shares; 2026Q2: 31,504 shares; 2026Q3: 31,795 shares 31,795 $1.53M 0.03% +291 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,215 shares; 2025Q1: 54,387 shares; 2025Q2: 63,978 shares; 2025Q3: 25,823 shares; 2025Q4: 23,478 shares; 2026Q1: 22,031 shares; 2026Q2: 17,586 shares; 2026Q3: 15,061 shares 15,061 $1.52M 0.03% -2,525 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 294,738 shares; 2025Q1: 294,738 shares; 2025Q2: 294,738 shares; 2025Q3: 98,168 shares; 2025Q4: 97,668 shares; 2026Q1: 97,366 shares; 2026Q2: 97,366 shares; 2026Q3: 48,484 shares 48,484 $1.52M 0.03% -48,882 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 2,724 shares; 2026Q2: 3,387 shares; 2026Q3: 3,455 shares 3,455 $1.5M 0.03% +68 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,402 shares; 2025Q1: 94,278 shares; 2025Q2: 10,534 shares; 2025Q3: 13,764 shares; 2025Q4: 17,789 shares; 2026Q1: 22,164 shares; 2026Q2: 47,989 shares; 2026Q3: 50,202 shares 50,202 $1.49M 0.03% +2,213 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,987 shares; 2026Q1: 15,946 shares; 2026Q2: 16,704 shares; 2026Q3: 17,114 shares 17,114 $1.46M 0.03% +410 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; 2024Q4: 15,198 shares; 2025Q1: 17,157 shares; 2025Q2: 16,566 shares; 2025Q3: 21,456 shares; 2025Q4: 23,973 shares; 2026Q1: 23,719 shares; 2026Q2: 19,820 shares; 2026Q3: 21,408 shares 21,408 $1.44M 0.03% +1,588 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,996 shares; 2025Q1: 8,656 shares; 2025Q2: 8,400 shares; 2025Q3: 11,025 shares; 2025Q4: 12,431 shares; 2026Q1: 12,288 shares; 2026Q2: 15,437 shares; 2026Q3: 16,665 shares 16,665 $1.44M 0.03% +1,228 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,348 shares; 2025Q1: 4,454 shares; 2025Q2: 4,685 shares; 2025Q3: 4,515 shares; 2025Q4: 4,547 shares; 2026Q1: 4,375 shares; 2026Q2: 4,150 shares; 2026Q3: 4,025 shares 4,025 $1.43M 0.03% -125 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,156 shares; 2025Q1: 4,161 shares; 2025Q2: 8,294 shares; 2025Q3: 34,648 shares; 2025Q4: 38,447 shares; 2026Q1: 28,200 shares; 2026Q2: 28,362 shares; 2026Q3: 28,837 shares 28,837 $1.43M 0.03% +475 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,046 shares; 2026Q1: 5,545 shares; 2026Q2: 5,681 shares; 2026Q3: 6,016 shares 6,016 $1.4M 0.03% +335 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,305 shares; 2025Q1: 62,468 shares; 2025Q2: 43,494 shares; 2025Q3: not reported; 2025Q4: 137,341 shares; 2026Q1: 84,761 shares; 2026Q2: 83,364 shares; 2026Q3: 89,981 shares 89,981 $1.39M 0.03% +6,617 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,599 shares; 2025Q1: 58,420 shares; 2025Q2: 60,621 shares; 2025Q3: 57,566 shares; 2025Q4: 50,265 shares; 2026Q1: 35,568 shares; 2026Q2: 34,746 shares; 2026Q3: 33,636 shares 33,636 $1.38M 0.03% -1,110 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,275 shares; 2026Q2: 9,962 shares; 2026Q3: 11,598 shares 11,598 $1.34M 0.03% +1,636 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,968 shares; 2025Q1: 10,197 shares; 2025Q2: 10,300 shares; 2025Q3: 22,724 shares; 2025Q4: 25,200 shares; 2026Q1: 25,063 shares; 2026Q2: 21,360 shares; 2026Q3: 22,968 shares 22,968 $1.32M 0.03% +1,608 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,092 shares; 2025Q1: 16,828 shares; 2025Q2: 16,357 shares; 2025Q3: 21,241 shares; 2025Q4: 24,028 shares; 2026Q1: 23,748 shares; 2026Q2: 29,979 shares; 2026Q3: 32,597 shares 32,597 $1.32M 0.03% +2,618 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,446 shares; 2025Q1: 20,246 shares; 2025Q2: 20,104 shares; 2025Q3: 20,104 shares; 2025Q4: 14,204 shares; 2026Q1: 14,204 shares; 2026Q2: 14,204 shares; 2026Q3: 14,204 shares 14,204 $1.3M 0.03% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,509 shares; 2025Q1: 22,193 shares; 2025Q2: 21,515 shares; 2025Q3: 21,271 shares; 2025Q4: 21,105 shares; 2026Q1: 21,590 shares; 2026Q2: 21,590 shares; 2026Q3: 20,468 shares 20,468 $1.29M 0.03% -1,122 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,537 shares; 2025Q1: 13,294 shares; 2025Q2: 13,718 shares; 2025Q3: 12,178 shares; 2025Q4: 12,306 shares; 2026Q1: 12,549 shares; 2026Q2: 13,219 shares; 2026Q3: 13,462 shares 13,462 $1.27M 0.03% +243 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162,212 shares; 2025Q1: 94,714 shares; 2025Q2: 60,779 shares; 2025Q3: 61,726 shares; 2025Q4: 56,238 shares; 2026Q1: 53,078 shares; 2026Q2: 53,796 shares; 2026Q3: 53,279 shares 53,279 $1.25M 0.03% -517 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,478 shares; 2025Q1: 35,420 shares; 2025Q2: 39,055 shares; 2025Q3: 32,203 shares; 2025Q4: 32,007 shares; 2026Q1: 33,136 shares; 2026Q2: 34,597 shares; 2026Q3: 35,060 shares 35,060 $1.24M 0.03% +463 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,255 shares; 2025Q1: 4,297 shares; 2025Q2: 4,227 shares; 2025Q3: 4,462 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares; 2026Q2: 4,098 shares; 2026Q3: 4,016 shares 4,016 $1.24M 0.03% -82 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,613 shares; 2025Q1: 12,139 shares; 2025Q2: 12,739 shares; 2025Q3: 11,434 shares; 2025Q4: 11,229 shares; 2026Q1: 11,229 shares; 2026Q2: 11,229 shares; 2026Q3: 11,130 shares 11,130 $1.24M 0.02% -99 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,375 shares; 2025Q1: 7,733 shares; 2025Q2: 6,400 shares; 2025Q3: 7,308 shares; 2025Q4: 4,446 shares; 2026Q1: 4,426 shares; 2026Q2: 5,484 shares; 2026Q3: 5,888 shares 5,888 $1.23M 0.02% +404 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,753 shares; 2025Q1: 8,099 shares; 2025Q2: 7,725 shares; 2025Q3: 9,873 shares; 2025Q4: 9,895 shares; 2026Q1: 12,064 shares; 2026Q2: 13,927 shares; 2026Q3: 16,151 shares 16,151 $1.22M 0.02% +2,224 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,300 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 13,281 shares; 2026Q1: 13,981 shares; 2026Q2: 12,881 shares; 2026Q3: 12,881 shares 12,881 $1.22M 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 12,731 shares; 2025Q3: 12,413 shares; 2025Q4: 13,276 shares; 2026Q1: 11,751 shares; 2026Q2: 9,942 shares; 2026Q3: 4,180 shares 4,180 $1.21M 0.02% -5,762 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,281 shares; 2025Q1: 14,745 shares; 2025Q2: 13,546 shares; 2025Q3: 12,221 shares; 2025Q4: 12,395 shares; 2026Q1: 13,110 shares; 2026Q2: 13,998 shares; 2026Q3: 14,263 shares 14,263 $1.21M 0.02% +265 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,001 shares; 2025Q1: 29,801 shares; 2025Q2: 26,738 shares; 2025Q3: 22,738 shares; 2025Q4: 18,465 shares; 2026Q1: 13,965 shares; 2026Q2: 13,965 shares; 2026Q3: 13,965 shares 13,965 $1.21M 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,502 shares; 2025Q1: 7,063 shares; 2025Q2: 6,717 shares; 2025Q3: 6,513 shares; 2025Q4: 6,412 shares; 2026Q1: 6,369 shares; 2026Q2: 6,370 shares; 2026Q3: 6,463 shares 6,463 $1.2M 0.02% +93 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 18,700 shares; 2025Q3: 5,814 shares; 2025Q4: 19,800 shares; 2026Q1: 18,300 shares; 2026Q2: 19,300 shares; 2026Q3: 20,000 shares 20,000 $1.19M 0.02% +700 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,321 shares; 2025Q1: 2,992 shares; 2025Q2: 3,871 shares; 2025Q3: 3,888 shares; 2025Q4: 3,609 shares; 2026Q1: 3,632 shares; 2026Q2: 3,631 shares; 2026Q3: 3,784 shares 3,784 $1.18M 0.02% +153 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,764 shares; 2025Q1: 7,606 shares; 2025Q2: 7,628 shares; 2025Q3: 7,485 shares; 2025Q4: 7,427 shares; 2026Q1: 7,199 shares; 2026Q2: 7,288 shares; 2026Q3: 6,785 shares 6,785 $1.16M 0.02% -503 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,227 shares; 2025Q1: 28,420 shares; 2025Q2: 25,499 shares; 2025Q3: 25,696 shares; 2025Q4: 24,926 shares; 2026Q1: 24,569 shares; 2026Q2: 22,073 shares; 2026Q3: 21,860 shares 21,860 $1.15M 0.02% -213 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,207 shares; 2025Q1: 61,812 shares; 2025Q2: 61,289 shares; 2025Q3: 61,289 shares; 2025Q4: 39,589 shares; 2026Q1: 39,589 shares; 2026Q2: 36,407 shares; 2026Q3: 36,407 shares 36,407 $1.14M 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,224 shares; 2026Q2: 16,898 shares; 2026Q3: 7,507 shares 7,507 $1.14M 0.02% -9,391 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,900 shares; 2025Q4: 17,300 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares; 2026Q3: 14,000 shares 14,000 $1.14M 0.02% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,870 shares 50,870 $1.14M 0.02% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares; 2026Q3: 22,000 shares 22,000 $1.13M 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,550 shares; 2025Q1: 5,561 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,563 shares; 2026Q1: 5,462 shares; 2026Q2: 5,462 shares; 2026Q3: 5,345 shares 5,345 $1.13M 0.02% -117 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,100 shares; 2025Q2: 25,100 shares; 2025Q3: 27,700 shares; 2025Q4: 21,900 shares; 2026Q1: 22,300 shares; 2026Q2: 20,900 shares; 2026Q3: 20,900 shares 20,900 $1.12M 0.02% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares; 2025Q4: 180,000 shares; 2026Q1: 185,400 shares; 2026Q2: 130,000 shares; 2026Q3: 130,000 shares 130,000 $1.11M 0.02% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: not reported; 2026Q1: 22,200 shares; 2026Q2: 22,100 shares; 2026Q3: 20,100 shares 20,100 $1.11M 0.02% -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; 2024Q4: 3,572 shares; 2025Q1: 3,506 shares; 2025Q2: 3,401 shares; 2025Q3: 3,368 shares; 2025Q4: 3,360 shares; 2026Q1: 3,317 shares; 2026Q2: 3,316 shares; 2026Q3: 3,315 shares 3,315 $1.1M 0.02% -1 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42,206 shares 42,206 $1.1M 0.02% new Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,925 shares; 2026Q1: 112,825 shares; 2026Q2: 119,825 shares; 2026Q3: 119,825 shares 119,825 $1.1M 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,909 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,879 shares; 2025Q4: 6,879 shares; 2026Q1: 6,879 shares; 2026Q2: 6,809 shares; 2026Q3: 6,809 shares 6,809 $1.09M 0.02% 0 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; 2024Q4: 9,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,700 shares; 2025Q4: 16,000 shares; 2026Q1: 22,300 shares; 2026Q2: 22,300 shares; 2026Q3: 22,300 shares 22,300 $1.09M 0.02% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,337 shares; 2025Q1: 46,720 shares; 2025Q2: 46,720 shares; 2025Q3: 48,020 shares; 2025Q4: 46,720 shares; 2026Q1: 50,692 shares; 2026Q2: not reported; 2026Q3: 54,592 shares 54,592 $1.08M 0.02% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,609 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,624 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares; 2026Q3: 31,800 shares 31,800 $1.07M 0.02% +19,800 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,498 shares; 2025Q1: 10,568 shares; 2025Q2: 7,900 shares; 2025Q3: 11,600 shares; 2025Q4: 12,300 shares; 2026Q1: 11,000 shares; 2026Q2: 11,100 shares; 2026Q3: 11,100 shares 11,100 $1.07M 0.02% 0 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; 2024Q4: not reported; 2025Q1: 5,886 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares; 2026Q1: 6,022 shares; 2026Q2: 6,022 shares; 2026Q3: 6,880 shares 6,880 $1.07M 0.02% +858 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,688 shares; 2025Q1: 3,947 shares; 2025Q2: 4,032 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,195 shares; 2026Q3: 8,540 shares 8,540 $1.07M 0.02% +345 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,359 shares; 2025Q1: 27,736 shares; 2025Q2: 28,935 shares; 2025Q3: 27,056 shares; 2025Q4: 26,942 shares; 2026Q1: 28,791 shares; 2026Q2: 26,496 shares; 2026Q3: 25,750 shares 25,750 $1.06M 0.02% -746 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,069 shares; 2025Q1: 4,821 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 10,340 shares; 2026Q1: 10,286 shares; 2026Q2: 10,172 shares; 2026Q3: 9,680 shares 9,680 $1.05M 0.02% -492 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,174 shares; 2025Q1: 86,639 shares; 2025Q2: 57,531 shares; 2025Q3: 40,955 shares; 2025Q4: 41,707 shares; 2026Q1: 49,502 shares; 2026Q2: 49,612 shares; 2026Q3: 32,540 shares 32,540 $1.05M 0.02% -17,072 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,968 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 10,975 shares; 2025Q4: 10,781 shares; 2026Q1: 10,781 shares; 2026Q2: 10,781 shares; 2026Q3: 10,781 shares 10,781 $1.02M 0.02% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,651 shares; 2025Q1: 53,551 shares; 2025Q2: 41,312 shares; 2025Q3: 45,312 shares; 2025Q4: 33,312 shares; 2026Q1: 28,412 shares; 2026Q2: 28,412 shares; 2026Q3: 28,412 shares 28,412 $1.02M 0.02% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,404 shares; 2025Q1: 43,404 shares; 2025Q2: 43,000 shares; 2025Q3: 43,013 shares; 2025Q4: 26,800 shares; 2026Q1: 26,845 shares; 2026Q2: 26,846 shares; 2026Q3: 26,845 shares 26,845 $1.01M 0.02% -1 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,413 shares; 2026Q1: 6,413 shares; 2026Q2: 6,414 shares; 2026Q3: 6,334 shares 6,334 $1.01M 0.02% -80 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,400 shares; 2026Q2: 87,700 shares; 2026Q3: 89,100 shares 89,100 $999K 0.02% +1,400 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,680 shares 5,680 $995K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,799 shares; 2025Q1: 16,674 shares; 2025Q2: 16,474 shares; 2025Q3: 16,503 shares; 2025Q4: 11,520 shares; 2026Q1: 11,520 shares; 2026Q2: 11,520 shares; 2026Q3: 11,532 shares 11,532 $988K 0.02% +12 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,400 shares; 2026Q2: 14,689 shares; 2026Q3: 14,689 shares 14,689 $984K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,051 shares; 2025Q1: 19,069 shares; 2025Q2: 21,321 shares; 2025Q3: 18,936 shares; 2025Q4: 17,977 shares; 2026Q1: 18,617 shares; 2026Q2: 19,945 shares; 2026Q3: 20,336 shares 20,336 $980K 0.02% +391 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,523 shares; 2025Q1: 8,503 shares; 2025Q2: 8,553 shares; 2025Q3: 38,422 shares; 2025Q4: 28,516 shares; 2026Q1: 30,169 shares; 2026Q2: 29,923 shares; 2026Q3: 30,602 shares 30,602 $978K 0.02% +679 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,885 shares; 2025Q2: 46,552 shares; 2025Q3: 23,085 shares; 2025Q4: 35,252 shares; 2026Q1: 33,094 shares; 2026Q2: 33,094 shares; 2026Q3: 34,894 shares 34,894 $968K 0.02% +1,800 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,666 shares; 2025Q2: 10,437 shares; 2025Q3: 12,337 shares; 2025Q4: 13,336 shares; 2026Q1: 13,330 shares; 2026Q2: 15,484 shares; 2026Q3: 4,573 shares 4,573 $961K 0.02% -10,911 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,192 shares; 2025Q2: 31,192 shares; 2025Q3: not reported; 2025Q4: 31,992 shares; 2026Q1: 30,192 shares; 2026Q2: 32,492 shares; 2026Q3: 34,692 shares 34,692 $957K 0.02% +2,200 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,878 shares; 2025Q1: 3,906 shares; 2025Q2: 3,963 shares; 2025Q3: 4,002 shares; 2025Q4: 3,785 shares; 2026Q1: 3,816 shares; 2026Q2: 3,853 shares; 2026Q3: 4,710 shares 4,710 $954K 0.02% +857 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,270 shares; 2026Q3: 12,670 shares 12,670 $952K 0.02% +4,400 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 4,713 shares; 2026Q2: 4,652 shares; 2026Q3: 4,652 shares 4,652 $949K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,600 shares; 2025Q4: not reported; 2026Q1: 8,318 shares; 2026Q2: 15,115 shares; 2026Q3: 15,115 shares 15,115 $947K 0.02% 0 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,303 shares; 2025Q1: 13,303 shares; 2025Q2: 13,303 shares; 2025Q3: 13,303 shares; 2025Q4: 13,603 shares; 2026Q1: 13,603 shares; 2026Q2: 13,903 shares; 2026Q3: 12,803 shares 12,803 $946K 0.02% -1,100 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,416 shares; 2026Q1: 8,200 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $944K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,564 shares; 2025Q1: 32,438 shares; 2025Q2: 28,538 shares; 2025Q3: 28,538 shares; 2025Q4: 28,537 shares; 2026Q1: 28,537 shares; 2026Q2: 28,538 shares; 2026Q3: 29,029 shares 29,029 $944K 0.02% +491 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,415 shares; 2025Q2: 19,700 shares; 2025Q3: 20,515 shares; 2025Q4: 21,200 shares; 2026Q1: 21,200 shares; 2026Q2: 21,800 shares; 2026Q3: 18,998 shares 18,998 $942K 0.02% -2,802 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,600 shares; 2026Q2: 12,600 shares; 2026Q3: 12,600 shares 12,600 $932K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,928 shares; 2025Q1: 2,874 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares; 2026Q3: 2,648 shares 2,648 $932K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,306 shares; 2025Q3: 2,181 shares; 2025Q4: 2,080 shares; 2026Q1: 1,830 shares; 2026Q2: 1,827 shares; 2026Q3: 1,827 shares 1,827 $929K 0.02% 0 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,400 shares; 2026Q3: 23,800 shares 23,800 $928K 0.02% +10,400 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,936 shares; 2025Q1: 25,936 shares; 2025Q2: 26,736 shares; 2025Q3: 27,836 shares; 2025Q4: 27,836 shares; 2026Q1: 21,836 shares; 2026Q2: 25,834 shares; 2026Q3: 25,834 shares 25,834 $927K 0.02% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,464 shares; 2025Q1: 12,764 shares; 2025Q2: 12,764 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,183 shares; 2026Q2: 33,583 shares; 2026Q3: 32,283 shares 32,283 $925K 0.02% -1,300 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,715 shares; 2025Q1: 21,815 shares; 2025Q2: 21,800 shares; 2025Q3: 19,815 shares; 2025Q4: 19,800 shares; 2026Q1: 18,031 shares; 2026Q2: 18,031 shares; 2026Q3: 17,431 shares 17,431 $922K 0.02% -600 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,900 shares; 2025Q1: 68,379 shares; 2025Q2: 67,771 shares; 2025Q3: 67,771 shares; 2025Q4: 42,071 shares; 2026Q1: 42,071 shares; 2026Q2: 42,071 shares; 2026Q3: 42,071 shares 42,071 $920K 0.02% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,700 shares; 2026Q2: 47,400 shares; 2026Q3: 49,700 shares 49,700 $919K 0.02% +2,300 Timeline HAFC HANMI FINL CORP More: the full row for HANMI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,623 shares; 2025Q1: 35,623 shares; 2025Q2: 35,623 shares; 2025Q3: 34,623 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,800 shares; 2026Q3: 29,670 shares 29,670 $917K 0.02% +22,870 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,800 shares; 2025Q2: 6,300 shares; 2025Q3: 5,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares; 2026Q3: 11,100 shares 11,100 $916K 0.02% +6,800 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,000 shares; 2025Q1: 25,100 shares; 2025Q2: 26,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,000 shares; 2026Q3: 25,000 shares 25,000 $914K 0.02% +3,000 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,300 shares; 2025Q1: 43,300 shares; 2025Q2: not reported; 2025Q3: 42,200 shares; 2025Q4: 32,500 shares; 2026Q1: 35,300 shares; 2026Q2: 35,300 shares; 2026Q3: 35,300 shares 35,300 $908K 0.02% 0 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,200 shares; 2026Q1: 8,700 shares; 2026Q2: 8,800 shares; 2026Q3: 43,849 shares 43,849 $908K 0.02% +35,049 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,100 shares; 2026Q2: 15,500 shares; 2026Q3: 14,500 shares 14,500 $905K 0.02% -1,000 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,171 shares; 2025Q3: 8,171 shares; 2025Q4: 8,171 shares; 2026Q1: 8,171 shares; 2026Q2: 8,171 shares; 2026Q3: 8,171 shares 8,171 $899K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,865 shares; 2026Q1: 13,414 shares; 2026Q2: 14,547 shares; 2026Q3: 14,793 shares 14,793 $898K 0.02% +246 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,985 shares 8,985 $895K 0.02% new Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,600 shares; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: not reported; 2025Q4: 30,136 shares; 2026Q1: not reported; 2026Q2: 36,900 shares; 2026Q3: 36,900 shares 36,900 $894K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,500 shares; 2025Q1: 8,149 shares; 2025Q2: 8,133 shares; 2025Q3: 9,065 shares; 2025Q4: 8,026 shares; 2026Q1: 7,950 shares; 2026Q2: 8,087 shares; 2026Q3: 7,970 shares 7,970 $893K 0.02% -117 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; 2024Q4: 8,057 shares; 2025Q1: 7,942 shares; 2025Q2: 7,942 shares; 2025Q3: 7,949 shares; 2025Q4: 7,942 shares; 2026Q1: 7,942 shares; 2026Q2: 7,942 shares; 2026Q3: 7,942 shares 7,942 $881K 0.02% 0 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; 2024Q4: 9,243 shares; 2025Q1: 8,811 shares; 2025Q2: 9,884 shares; 2025Q3: 9,460 shares; 2025Q4: 9,411 shares; 2026Q1: 9,219 shares; 2026Q2: 8,904 shares; 2026Q3: 6,744 shares 6,744 $877K 0.02% -2,160 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 4,779 shares; 2026Q1: 4,779 shares; 2026Q2: 4,079 shares; 2026Q3: 4,079 shares 4,079 $877K 0.02% 0 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,100 shares; 2025Q3: 13,800 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares; 2026Q3: 10,700 shares 10,700 $866K 0.02% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 56,100 shares 56,100 $865K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,116 shares; 2025Q1: 11,622 shares; 2025Q2: 7,276 shares; 2025Q3: 16,412 shares; 2025Q4: 5,722 shares; 2026Q1: 5,620 shares; 2026Q2: 7,830 shares; 2026Q3: 5,570 shares 5,570 $864K 0.02% -2,260 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,200 shares 8,200 $863K 0.02% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,800 shares; 2026Q3: 37,900 shares 37,900 $863K 0.02% +5,100 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 50,200 shares; 2026Q1: 50,285 shares; 2026Q2: 40,285 shares; 2026Q3: 40,285 shares 40,285 $854K 0.02% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,744 shares; 2026Q1: 4,644 shares; 2026Q2: 4,244 shares; 2026Q3: 4,644 shares 4,644 $852K 0.02% +400 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,600 shares; 2026Q2: 9,115 shares; 2026Q3: 24,815 shares 24,815 $845K 0.02% +15,700 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,693 shares; 2025Q2: 25,370 shares; 2025Q3: 28,328 shares; 2025Q4: 20,529 shares; 2026Q1: 25,773 shares; 2026Q2: 23,994 shares; 2026Q3: 25,427 shares 25,427 $844K 0.02% +1,433 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,091 shares; 2025Q1: 43,991 shares; 2025Q2: 185,745 shares; 2025Q3: 122,291 shares; 2025Q4: 199,528 shares; 2026Q1: 174,632 shares; 2026Q2: 104,008 shares; 2026Q3: 8,034 shares 8,034 $840K 0.02% -95,974 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,100 shares; 2026Q1: 28,000 shares; 2026Q2: 20,600 shares; 2026Q3: 24,600 shares 24,600 $840K 0.02% +4,000 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,703 shares; 2025Q1: 27,404 shares; 2025Q2: 28,246 shares; 2025Q3: 35,396 shares; 2025Q4: 38,371 shares; 2026Q1: 36,414 shares; 2026Q2: 35,290 shares; 2026Q3: 32,395 shares 32,395 $839K 0.02% -2,895 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,500 shares; 2026Q3: 65,600 shares 65,600 $839K 0.02% +49,100 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,300 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 6,000 shares; 2026Q2: 6,200 shares; 2026Q3: 6,200 shares 6,200 $838K 0.02% 0 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 22,360 shares; 2025Q3: 23,260 shares; 2025Q4: 23,260 shares; 2026Q1: 25,460 shares; 2026Q2: 27,860 shares; 2026Q3: 23,560 shares 23,560 $830K 0.02% -4,300 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,266 shares; 2025Q1: 4,847 shares; 2025Q2: 4,855 shares; 2025Q3: 4,789 shares; 2025Q4: 4,788 shares; 2026Q1: 4,788 shares; 2026Q2: 4,759 shares; 2026Q3: 4,859 shares 4,859 $811K 0.02% +100 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; 2024Q4: not reported; 2025Q1: 18,262 shares; 2025Q2: 16,262 shares; 2025Q3: 16,262 shares; 2025Q4: 16,270 shares; 2026Q1: 16,270 shares; 2026Q2: 16,270 shares; 2026Q3: 16,270 shares 16,270 $811K 0.02% 0 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,300 shares; 2025Q1: 18,020 shares; 2025Q2: not reported; 2025Q3: 11,200 shares; 2025Q4: 18,300 shares; 2026Q1: 27,400 shares; 2026Q2: 35,200 shares; 2026Q3: 35,200 shares 35,200 $809K 0.02% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,792 shares 6,792 $802K 0.02% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,355 shares; 2025Q1: 39,355 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 24,200 shares; 2026Q1: 24,200 shares; 2026Q2: 24,200 shares; 2026Q3: 24,200 shares 24,200 $797K 0.02% 0 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,500 shares 29,500 $795K 0.02% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,968 shares; 2026Q3: 18,912 shares 18,912 $794K 0.02% +1,944 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares; 2026Q3: 8,100 shares 8,100 $792K 0.02% +1,600 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,811 shares; 2025Q1: 15,811 shares; 2025Q2: 15,811 shares; 2025Q3: 15,227 shares; 2025Q4: 15,059 shares; 2026Q1: 14,759 shares; 2026Q2: 14,759 shares; 2026Q3: 14,395 shares 14,395 $792K 0.02% -364 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,500 shares 24,500 $792K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 8,500 shares; 2026Q3: 8,500 shares 8,500 $788K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,800 shares; 2026Q2: 27,588 shares; 2026Q3: 28,173 shares 28,173 $785K 0.02% +585 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,200 shares; 2026Q2: not reported; 2026Q3: 47,900 shares 47,900 $782K 0.02% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 974 shares; 2026Q1: 1,137 shares; 2026Q2: 6,827 shares; 2026Q3: 8,674 shares 8,674 $782K 0.02% +1,847 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,800 shares; 2026Q3: 14,000 shares 14,000 $775K 0.02% +1,200 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,100 shares; 2026Q2: 23,100 shares; 2026Q3: 23,100 shares 23,100 $774K 0.02% 0 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 9,300 shares; 2025Q3: 11,400 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares; 2026Q2: 11,800 shares; 2026Q3: 12,600 shares 12,600 $771K 0.02% +800 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 24,000 shares; 2026Q2: 24,000 shares; 2026Q3: 24,000 shares 24,000 $771K 0.02% 0 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,800 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares; 2026Q3: 7,920 shares 7,920 $768K 0.02% +1,420 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,151 shares; 2025Q1: 5,773 shares; 2025Q2: 5,789 shares; 2025Q3: 3,589 shares; 2025Q4: 7,418 shares; 2026Q1: 4,710 shares; 2026Q2: 4,442 shares; 2026Q3: 4,417 shares 4,417 $760K 0.02% -25 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; 2024Q4: not reported; 2025Q1: 3,318 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares; 2026Q2: 3,270 shares; 2026Q3: 3,270 shares 3,270 $757K 0.02% 0 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,600 shares; 2026Q2: 13,100 shares; 2026Q3: 18,700 shares 18,700 $752K 0.02% +5,600 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,937 shares; 2025Q1: 9,637 shares; 2025Q2: 9,037 shares; 2025Q3: 9,037 shares; 2025Q4: 9,037 shares; 2026Q1: 7,789 shares; 2026Q2: 9,889 shares; 2026Q3: 9,889 shares 9,889 $750K 0.02% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.02% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 39,708 shares 39,708 $745K 0.02% new 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; 2024Q4: not reported; 2025Q1: 12,758 shares; 2025Q2: 12,482 shares; 2025Q3: 12,505 shares; 2025Q4: 12,482 shares; 2026Q1: 12,483 shares; 2026Q2: 12,438 shares; 2026Q3: 13,565 shares 13,565 $745K 0.02% +1,127 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,200 shares; 2026Q2: 53,595 shares; 2026Q3: 49,532 shares 49,532 $744K 0.02% -4,063 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,862 shares; 2025Q1: 15,869 shares; 2025Q2: 15,841 shares; 2025Q3: 15,847 shares; 2025Q4: 16,454 shares; 2026Q1: 15,867 shares; 2026Q2: 15,867 shares; 2026Q3: 15,883 shares 15,883 $739K 0.01% +16 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,958 shares; 2025Q1: 5,958 shares; 2025Q2: 5,900 shares; 2025Q3: 5,904 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares; 2026Q3: 3,700 shares 3,700 $738K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,113 shares; 2025Q4: 100,703 shares; 2026Q1: 77,042 shares; 2026Q2: 74,103 shares; 2026Q3: 66,755 shares 66,755 $738K 0.01% -7,348 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: 17,300 shares; 2025Q3: 19,200 shares; 2025Q4: 17,200 shares; 2026Q1: 20,600 shares; 2026Q2: 14,000 shares; 2026Q3: 12,100 shares 12,100 $735K 0.01% -1,900 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,354 shares; 2025Q1: 70,249 shares; 2025Q2: 69,494 shares; 2025Q3: 69,494 shares; 2025Q4: 7,718 shares; 2026Q1: 7,718 shares; 2026Q2: 7,718 shares; 2026Q3: 7,718 shares 7,718 $734K 0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,207 shares; 2025Q1: 8,407 shares; 2025Q2: 7,100 shares; 2025Q3: 9,110 shares; 2025Q4: 10,000 shares; 2026Q1: 11,800 shares; 2026Q2: 11,800 shares; 2026Q3: 11,800 shares 11,800 $733K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares; 2026Q2: 2,406 shares; 2026Q3: 3,371 shares 3,371 $728K 0.01% +965 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,229 shares; 2025Q1: 22,229 shares; 2025Q2: 22,229 shares; 2025Q3: 22,229 shares; 2025Q4: 22,229 shares; 2026Q1: 19,429 shares; 2026Q2: 18,986 shares; 2026Q3: 18,986 shares 18,986 $725K 0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,270 shares; 2025Q1: 17,719 shares; 2025Q2: 32,600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,500 shares; 2026Q2: 27,500 shares; 2026Q3: 66,300 shares 66,300 $724K 0.01% +38,800 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares; 2026Q2: 2,547 shares; 2026Q3: 2,547 shares 2,547 $719K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,496 shares; 2025Q1: 5,196 shares; 2025Q2: 5,188 shares; 2025Q3: 5,199 shares; 2025Q4: 4,818 shares; 2026Q1: 4,828 shares; 2026Q2: 4,828 shares; 2026Q3: 4,835 shares 4,835 $719K 0.01% +7 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $707K 0.01% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,200 shares; 2025Q3: 49,100 shares; 2025Q4: 46,100 shares; 2026Q1: 37,900 shares; 2026Q2: 29,100 shares; 2026Q3: 29,100 shares 29,100 $704K 0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,007 shares; 2026Q2: 7,007 shares; 2026Q3: 9,007 shares 9,007 $702K 0.01% +2,000 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,245 shares; 2025Q1: 10,265 shares; 2025Q2: 7,765 shares; 2025Q3: 9,265 shares; 2025Q4: 5,023 shares; 2026Q1: 5,026 shares; 2026Q2: 6,527 shares; 2026Q3: 6,526 shares 6,526 $702K 0.01% -1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,977 shares; 2025Q1: 7,867 shares; 2025Q2: 7,710 shares; 2025Q3: 7,533 shares; 2025Q4: 6,995 shares; 2026Q1: 6,975 shares; 2026Q2: 6,718 shares; 2026Q3: 6,724 shares 6,724 $702K 0.01% +6 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,800 shares; 2026Q3: 39,600 shares 39,600 $693K 0.01% -6,200 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,659 shares; 2025Q1: 5,030 shares; 2025Q2: 5,021 shares; 2025Q3: 5,025 shares; 2025Q4: 4,856 shares; 2026Q1: 4,862 shares; 2026Q2: 4,861 shares; 2026Q3: 4,993 shares 4,993 $691K 0.01% +132 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,388 shares; 2025Q1: 2,950 shares; 2025Q2: 3,498 shares; 2025Q3: 3,024 shares; 2025Q4: 3,711 shares; 2026Q1: 3,229 shares; 2026Q2: 3,197 shares; 2026Q3: 3,157 shares 3,157 $689K 0.01% -40 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,008 shares; 2025Q1: 23,008 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares; 2026Q2: 14,200 shares; 2026Q3: 14,200 shares 14,200 $684K 0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,338 shares; 2025Q1: 25,087 shares; 2025Q2: 23,974 shares; 2025Q3: 23,974 shares; 2025Q4: 23,631 shares; 2026Q1: 21,259 shares; 2026Q2: 33,668 shares; 2026Q3: 30,996 shares 30,996 $683K 0.01% -2,672 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,988 shares; 2025Q4: 68,452 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,905 shares 50,905 $677K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,900 shares; 2026Q3: 43,900 shares 43,900 $670K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,959 shares; 2025Q3: 4,929 shares; 2025Q4: 4,929 shares; 2026Q1: 4,929 shares; 2026Q2: 4,859 shares; 2026Q3: 4,859 shares 4,859 $669K 0.01% 0 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 10,700 shares; 2026Q2: 12,500 shares; 2026Q3: 12,500 shares 12,500 $657K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,718 shares; 2025Q1: 15,841 shares; 2025Q2: 16,994 shares; 2025Q3: 15,704 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares; 2026Q3: 10,512 shares 10,512 $653K 0.01% +712 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,074 shares; 2025Q1: 4,426 shares; 2025Q2: 4,240 shares; 2025Q3: 5,201 shares; 2025Q4: 4,666 shares; 2026Q1: 4,560 shares; 2026Q2: 5,411 shares; 2026Q3: 1,184 shares 1,184 $653K 0.01% -4,227 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,623 shares; 2025Q4: 13,923 shares; 2026Q1: 13,923 shares; 2026Q2: 13,923 shares; 2026Q3: 13,923 shares 13,923 $650K 0.01% 0 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,500 shares; 2026Q3: 53,793 shares 53,793 $647K 0.01% -31,707 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,639 shares; 2025Q1: 48,639 shares; 2025Q2: 48,487 shares; 2025Q3: 48,487 shares; 2025Q4: 30,000 shares; 2026Q1: 59,500 shares; 2026Q2: 30,000 shares; 2026Q3: 30,000 shares 30,000 $640K 0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,200 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 10,100 shares; 2025Q4: 10,600 shares; 2026Q1: 9,326 shares; 2026Q2: 9,326 shares; 2026Q3: 9,326 shares 9,326 $638K 0.01% 0 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares; 2026Q2: 6,500 shares; 2026Q3: 8,100 shares 8,100 $633K 0.01% +1,600 Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,464 shares; 2025Q2: 14,403 shares; 2025Q3: not reported; 2025Q4: 17,257 shares; 2026Q1: 17,257 shares; 2026Q2: 16,478 shares; 2026Q3: 16,478 shares 16,478 $630K 0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,350 shares; 2025Q1: 3,355 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares; 2026Q3: 3,350 shares 3,350 $627K 0.01% 0 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,300 shares; 2025Q3: 16,469 shares; 2025Q4: 14,169 shares; 2026Q1: 12,569 shares; 2026Q2: 7,741 shares; 2026Q3: 7,741 shares 7,741 $626K 0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,100 shares; 2025Q3: 17,800 shares; 2025Q4: 17,800 shares; 2026Q1: 17,800 shares; 2026Q2: 17,800 shares; 2026Q3: 17,800 shares 17,800 $625K 0.01% 0 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 6,600 shares; 2026Q3: 6,600 shares 6,600 $622K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,306 shares; 2026Q1: 2,306 shares; 2026Q2: 2,347 shares; 2026Q3: 2,347 shares 2,347 $622K 0.01% 0 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,679 shares; 2025Q1: 24,779 shares; 2025Q2: 24,779 shares; 2025Q3: 18,679 shares; 2025Q4: 18,679 shares; 2026Q1: 18,679 shares; 2026Q2: 18,679 shares; 2026Q3: 18,679 shares 18,679 $619K 0.01% 0 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,201 shares; 2025Q1: 49,201 shares; 2025Q2: 49,201 shares; 2025Q3: 45,501 shares; 2025Q4: 43,101 shares; 2026Q1: 43,501 shares; 2026Q2: 50,501 shares; 2026Q3: 50,501 shares 50,501 $619K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,330 shares; 2025Q1: 4,709 shares; 2025Q2: 4,669 shares; 2025Q3: 4,717 shares; 2025Q4: 3,700 shares; 2026Q1: 8,700 shares; 2026Q2: 3,938 shares; 2026Q3: 3,274 shares 3,274 $612K 0.01% -664 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,519 shares 4,519 $607K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,506 shares; 2025Q1: 3,926 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares; 2025Q4: 4,857 shares; 2026Q1: 4,383 shares; 2026Q2: 4,383 shares; 2026Q3: 4,383 shares 4,383 $604K 0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,200 shares; 2025Q3: 49,500 shares; 2025Q4: 25,200 shares; 2026Q1: 25,200 shares; 2026Q2: 25,200 shares; 2026Q3: 25,200 shares 25,200 $599K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares; 2025Q4: 9,091 shares; 2026Q1: 13,347 shares; 2026Q2: 13,347 shares; 2026Q3: 19,347 shares 19,347 $594K 0.01% +6,000 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,906 shares; 2026Q1: not reported; 2026Q2: 11,200 shares; 2026Q3: 18,140 shares 18,140 $584K 0.01% +6,940 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,100 shares; 2025Q1: 41,469 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares; 2025Q4: 50,001 shares; 2026Q1: 74,100 shares; 2026Q2: 102,800 shares; 2026Q3: 86,000 shares 86,000 $583K 0.01% -16,800 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,000 shares 23,000 $579K 0.01% new Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,400 shares; 2026Q3: 41,400 shares 41,400 $579K 0.01% -1,000 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,011 shares; 2025Q1: 2,014 shares; 2025Q2: 2,049 shares; 2025Q3: 2,050 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares; 2026Q2: 2,009 shares; 2026Q3: 2,011 shares 2,011 $578K 0.01% +2 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,712 shares; 2025Q2: 16,312 shares; 2025Q3: 16,312 shares; 2025Q4: 16,353 shares; 2026Q1: 16,353 shares; 2026Q2: 16,353 shares; 2026Q3: 16,353 shares 16,353 $572K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,978 shares; 2025Q3: 6,991 shares; 2025Q4: 4,378 shares; 2026Q1: 4,380 shares; 2026Q2: 4,380 shares; 2026Q3: 4,383 shares 4,383 $567K 0.01% +3 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,395 shares; 2025Q1: 12,295 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 9,900 shares; 2026Q1: 7,600 shares; 2026Q2: 7,600 shares; 2026Q3: 7,600 shares 7,600 $566K 0.01% 0 Timeline CDNA CAREDX INC More: the full row for CAREDX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,700 shares; 2026Q3: 8,700 shares 8,700 $566K 0.01% 0 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 11,209 shares; 2026Q1: 11,209 shares; 2026Q2: 13,309 shares; 2026Q3: 13,309 shares 13,309 $560K 0.01% 0 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares; 2025Q4: 5,418 shares; 2026Q1: 6,718 shares; 2026Q2: 6,518 shares; 2026Q3: 6,518 shares 6,518 $552K 0.01% 0 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 30,863 shares; 2025Q2: 44,747 shares; 2025Q3: 23,047 shares; 2025Q4: 30,847 shares; 2026Q1: 30,547 shares; 2026Q2: 30,547 shares; 2026Q3: 37,547 shares 37,547 $552K 0.01% +7,000 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,759 shares; 2025Q1: 38,759 shares; 2025Q2: 38,410 shares; 2025Q3: 38,410 shares; 2025Q4: 23,910 shares; 2026Q1: 23,910 shares; 2026Q2: 23,910 shares; 2026Q3: 23,910 shares 23,910 $550K 0.01% 0 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,818 shares; 2025Q3: 19,818 shares; 2025Q4: 17,618 shares; 2026Q1: 17,618 shares; 2026Q2: 17,618 shares; 2026Q3: 17,618 shares 17,618 $542K 0.01% 0 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,892 shares; 2025Q1: 12,892 shares; 2025Q2: 12,892 shares; 2025Q3: 12,891 shares; 2025Q4: 12,891 shares; 2026Q1: 12,891 shares; 2026Q2: 12,891 shares; 2026Q3: 10,261 shares 10,261 $541K 0.01% -2,630 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,476 shares; 2025Q1: 9,776 shares; 2025Q2: 5,427 shares; 2025Q3: 5,427 shares; 2025Q4: 3,827 shares; 2026Q1: 3,827 shares; 2026Q2: 3,827 shares; 2026Q3: 6,427 shares 6,427 $534K 0.01% +2,600 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,810 shares; 2025Q1: 9,814 shares; 2025Q2: 9,795 shares; 2025Q3: 9,818 shares; 2025Q4: 9,795 shares; 2026Q1: 9,802 shares; 2026Q2: 9,802 shares; 2026Q3: 9,802 shares 9,802 $532K 0.01% 0 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,100 shares 8,100 $532K 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 13,468 shares; 2026Q1: 13,468 shares; 2026Q2: 13,468 shares; 2026Q3: 13,468 shares 13,468 $531K 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,503 shares; 2025Q3: 29,524 shares; 2025Q4: 47,342 shares; 2026Q1: 48,096 shares; 2026Q2: not reported; 2026Q3: 35,600 shares 35,600 $522K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,990 shares; 2025Q1: 3,990 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 3,127 shares; 2026Q1: 3,127 shares; 2026Q2: 3,127 shares; 2026Q3: 3,127 shares 3,127 $522K 0.01% 0 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,801 shares; 2025Q1: 14,201 shares; 2025Q2: 16,101 shares; 2025Q3: 17,001 shares; 2025Q4: 18,501 shares; 2026Q1: 17,401 shares; 2026Q2: 17,601 shares; 2026Q3: 8,922 shares 8,922 $520K 0.01% -8,679 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,100 shares; 2025Q4: 40,500 shares; 2026Q1: 40,500 shares; 2026Q2: 83,100 shares; 2026Q3: 40,500 shares 40,500 $518K 0.01% -42,600 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,600 shares; 2026Q1: 29,900 shares; 2026Q2: 29,900 shares; 2026Q3: 29,900 shares 29,900 $510K 0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,416 shares; 2025Q1: 32,360 shares; 2025Q2: 15,616 shares; 2025Q3: 15,526 shares; 2025Q4: 8,632 shares; 2026Q1: 8,232 shares; 2026Q2: 8,147 shares; 2026Q3: 8,147 shares 8,147 $509K 0.01% 0 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,300 shares; 2026Q3: 36,200 shares 36,200 $506K 0.01% +20,900 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,800 shares; 2025Q4: 6,260 shares; 2026Q1: 6,260 shares; 2026Q2: 7,860 shares; 2026Q3: 9,960 shares 9,960 $506K 0.01% +2,100 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,800 shares 7,800 $506K 0.01% new Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,522 shares; 2025Q1: 28,522 shares; 2025Q2: 28,265 shares; 2025Q3: 28,265 shares; 2025Q4: 17,565 shares; 2026Q1: 17,565 shares; 2026Q2: 17,565 shares; 2026Q3: 17,565 shares 17,565 $504K 0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,250 shares; 2026Q3: 3,195 shares 3,195 $495K 0.01% -11,055 Timeline