IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,252,040 shares; 2024Q4: 1,243,032 shares; 2025Q1: 1,268,112 shares; 2025Q2: 1,288,976 shares; 2025Q3: 1,280,053 shares; 2025Q4: 1,297,149 shares; 2026Q1: 1,287,018 shares; 2026Q2: 1,281,418 shares 1,281,418 $525M 7.23% -5,600 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,877 shares; 2024Q4: 540,912 shares; 2025Q1: 572,570 shares; 2025Q2: 631,059 shares; 2025Q3: 593,288 shares; 2025Q4: 592,711 shares; 2026Q1: 608,453 shares; 2026Q2: 625,006 shares 625,006 $429M 5.92% +16,553 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873,740 shares; 2024Q4: 1,868,544 shares; 2025Q1: 1,883,557 shares; 2025Q2: 1,882,434 shares; 2025Q3: 1,891,408 shares; 2025Q4: 1,821,087 shares; 2026Q1: 1,821,309 shares; 2026Q2: 1,820,510 shares 1,820,510 $249M 3.43% -799 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917,789 shares; 2024Q4: 907,577 shares; 2025Q1: 854,302 shares; 2025Q2: 860,490 shares; 2025Q3: 867,536 shares; 2025Q4: 789,065 shares; 2026Q1: 773,249 shares; 2026Q2: 778,964 shares 778,964 $225M 3.11% +5,715 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314,055 shares; 2024Q4: 2,654,598 shares; 2025Q1: 3,116,442 shares; 2025Q2: 3,768,561 shares; 2025Q3: 3,705,919 shares; 2025Q4: 3,280,850 shares; 2026Q1: 3,385,545 shares; 2026Q2: 3,409,622 shares 3,409,622 $204M 2.81% +24,077 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185,711 shares; 2024Q4: 1,174,111 shares; 2025Q1: 1,056,925 shares; 2025Q2: 1,076,103 shares; 2025Q3: 1,026,643 shares; 2025Q4: 925,357 shares; 2026Q1: 918,744 shares; 2026Q2: 901,636 shares 901,636 $180M 2.49% -17,108 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 8,973 shares; 2025Q3: 861,253 shares; 2025Q4: 1,446,151 shares; 2026Q1: 1,527,156 shares; 2026Q2: 1,484,682 shares 1,484,682 $143M 1.97% -42,474 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,312 shares; 2024Q4: 423,437 shares; 2025Q1: 411,620 shares; 2025Q2: 404,218 shares; 2025Q3: 396,142 shares; 2025Q4: 357,060 shares; 2026Q1: 350,758 shares; 2026Q2: 360,589 shares 360,589 $135M 1.85% +9,831 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026,664 shares; 2024Q4: 2,075,398 shares; 2025Q1: 2,068,072 shares; 2025Q2: 1,705,387 shares; 2025Q3: 1,684,649 shares; 2025Q4: 1,676,690 shares; 2026Q1: 1,682,638 shares; 2026Q2: 1,687,739 shares 1,687,739 $130M 1.79% +5,101 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,859 shares; 2024Q4: 121,899 shares; 2025Q1: 125,277 shares; 2025Q2: 125,070 shares; 2025Q3: 129,079 shares; 2025Q4: 129,505 shares; 2026Q1: 133,798 shares; 2026Q2: 138,510 shares 138,510 $102M 1.41% +4,712 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,316 shares; 2024Q4: 489,650 shares; 2025Q1: 449,867 shares; 2025Q2: 449,035 shares; 2025Q3: 479,027 shares; 2025Q4: 432,908 shares; 2026Q1: 424,636 shares; 2026Q2: 427,560 shares 427,560 $102M 1.4% +2,924 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,141 shares; 2024Q4: 156,718 shares; 2025Q1: 131,554 shares; 2025Q2: 131,894 shares; 2025Q3: 131,595 shares; 2025Q4: 132,423 shares; 2026Q1: 131,903 shares; 2026Q2: 131,628 shares 131,628 $98.3M 1.36% -275 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,962 shares; 2024Q4: 123,162 shares; 2025Q1: 125,544 shares; 2025Q2: 129,513 shares; 2025Q3: 130,277 shares; 2025Q4: 130,151 shares; 2026Q1: 130,119 shares; 2026Q2: 131,220 shares 131,220 $98.3M 1.35% +1,101 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,754 shares; 2024Q4: 315,981 shares; 2025Q1: 289,333 shares; 2025Q2: 272,215 shares; 2025Q3: 275,969 shares; 2025Q4: 253,640 shares; 2026Q1: 243,441 shares; 2026Q2: 243,781 shares 243,781 $87.1M 1.2% +340 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681,522 shares; 2024Q4: 681,598 shares; 2025Q1: 681,598 shares; 2025Q2: 681,741 shares; 2025Q3: 681,598 shares; 2025Q4: 681,758 shares; 2026Q1: 681,678 shares; 2026Q2: 681,598 shares 681,598 $86.5M 1.19% -80 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,830 shares; 2024Q4: 333,488 shares; 2025Q1: 294,840 shares; 2025Q2: 281,943 shares; 2025Q3: 298,141 shares; 2025Q4: 269,452 shares; 2026Q1: 254,824 shares; 2026Q2: 242,983 shares 242,983 $85.9M 1.18% -11,841 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041,374 shares; 2024Q4: 1,011,582 shares; 2025Q1: 1,041,566 shares; 2025Q2: 1,114,964 shares; 2025Q3: 1,122,335 shares; 2025Q4: 1,083,730 shares; 2026Q1: 1,128,273 shares; 2026Q2: 1,190,853 shares 1,190,853 $84.8M 1.17% +62,580 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,334 shares; 2024Q4: 307,216 shares; 2025Q1: 270,310 shares; 2025Q2: 263,820 shares; 2025Q3: 265,920 shares; 2025Q4: 254,283 shares; 2026Q1: 227,144 shares; 2026Q2: 220,799 shares 220,799 $83.4M 1.15% -6,345 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764,885 shares; 2024Q4: 769,250 shares; 2025Q1: 775,128 shares; 2025Q2: 622,197 shares; 2025Q3: 563,654 shares; 2025Q4: 534,678 shares; 2026Q1: 539,004 shares; 2026Q2: 537,556 shares 537,556 $79.7M 1.1% -1,448 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951,118 shares; 2024Q4: 959,759 shares; 2025Q1: 969,717 shares; 2025Q2: 963,600 shares; 2025Q3: 966,636 shares; 2025Q4: 925,553 shares; 2026Q1: 919,102 shares; 2026Q2: 760,147 shares 760,147 $79M 1.09% -158,955 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,440 shares; 2024Q4: 127,392 shares; 2025Q1: 128,006 shares; 2025Q2: 147,397 shares; 2025Q3: 142,972 shares; 2025Q4: 140,202 shares; 2026Q1: 141,282 shares; 2026Q2: 853,996 shares 853,996 $73.6M 1.01% +712,714 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,560 shares; 2024Q4: 295,494 shares; 2025Q1: 247,008 shares; 2025Q2: 248,410 shares; 2025Q3: 251,173 shares; 2025Q4: 238,648 shares; 2026Q1: 224,107 shares; 2026Q2: 223,025 shares 223,025 $73M 1.01% -1,082 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,133 shares; 2024Q4: 57,337 shares; 2025Q1: 57,059 shares; 2025Q2: 56,449 shares; 2025Q3: 56,225 shares; 2025Q4: 52,330 shares; 2026Q1: 51,543 shares; 2026Q2: 51,087 shares 51,087 $61.3M 0.84% -456 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,949 shares; 2024Q4: 1,485,598 shares; 2025Q1: 1,606,063 shares; 2025Q2: 1,713,040 shares; 2025Q3: 1,729,288 shares; 2025Q4: 1,756,113 shares; 2026Q1: 1,810,667 shares; 2026Q2: 1,869,323 shares 1,869,323 $59.3M 0.82% +58,656 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,839 shares; 2024Q4: 595,905 shares; 2025Q1: 601,025 shares; 2025Q2: 548,463 shares; 2025Q3: 547,676 shares; 2025Q4: 532,112 shares; 2026Q1: 503,486 shares; 2026Q2: 502,347 shares 502,347 $56.9M 0.78% -1,139 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,674 shares; 2024Q4: 502,265 shares; 2025Q1: 503,060 shares; 2025Q2: 499,198 shares; 2025Q3: 482,994 shares; 2025Q4: 475,753 shares; 2026Q1: 482,566 shares; 2026Q2: 483,485 shares 483,485 $56.8M 0.78% +919 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 118,388 shares; 2025Q1: 120,588 shares; 2025Q2: 564,777 shares; 2025Q3: 558,431 shares; 2025Q4: 553,900 shares; 2026Q1: 825,398 shares; 2026Q2: 827,035 shares 827,035 $55.9M 0.77% +1,637 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,761 shares; 2024Q4: 412,309 shares; 2025Q1: 337,198 shares; 2025Q2: 334,015 shares; 2025Q3: 352,147 shares; 2025Q4: 532,779 shares; 2026Q1: 569,092 shares; 2026Q2: 534,439 shares 534,439 $52.9M 0.73% -34,653 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,294 shares; 2024Q4: 98,521 shares; 2025Q1: 88,998 shares; 2025Q2: 86,292 shares; 2025Q3: 83,263 shares; 2025Q4: 76,262 shares; 2026Q1: 72,148 shares; 2026Q2: 71,988 shares 71,988 $52M 0.72% -160 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,516 shares; 2024Q4: 40,967 shares; 2025Q1: 23,404 shares; 2025Q2: 44,988 shares; 2025Q3: 54,090 shares; 2025Q4: 50,567 shares; 2026Q1: 46,940 shares; 2026Q2: 45,057 shares 45,057 $52M 0.72% -1,883 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,606 shares; 2024Q4: 268,505 shares; 2025Q1: 250,179 shares; 2025Q2: 245,431 shares; 2025Q3: 237,009 shares; 2025Q4: 220,743 shares; 2026Q1: 201,240 shares; 2026Q2: 194,942 shares 194,942 $49.1M 0.68% -6,298 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,041 shares; 2024Q4: 97,707 shares; 2025Q1: 97,362 shares; 2025Q2: 96,867 shares; 2025Q3: 97,376 shares; 2025Q4: 101,393 shares; 2026Q1: 98,901 shares; 2026Q2: 388,327 shares 388,327 $48.2M 0.66% +289,426 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,776 shares; 2024Q4: 294,536 shares; 2025Q1: 297,911 shares; 2025Q2: 299,156 shares; 2025Q3: 300,344 shares; 2025Q4: 316,764 shares; 2026Q1: 348,184 shares; 2026Q2: 363,310 shares 363,310 $45.2M 0.62% +15,126 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,770 shares; 2024Q4: 545,755 shares; 2025Q1: 520,503 shares; 2025Q2: 515,633 shares; 2025Q3: 514,405 shares; 2025Q4: 437,027 shares; 2026Q1: 409,837 shares; 2026Q2: 364,399 shares 364,399 $42.8M 0.59% -45,438 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,734 shares; 2024Q4: 81,429 shares; 2025Q1: 43,379 shares; 2025Q2: 28,060 shares; 2025Q3: 30,052 shares; 2025Q4: 31,383 shares; 2026Q1: 70,418 shares; 2026Q2: 71,399 shares 71,399 $41.5M 0.57% +981 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,045 shares; 2024Q4: 372,700 shares; 2025Q1: 347,346 shares; 2025Q2: 321,034 shares; 2025Q3: 316,794 shares; 2025Q4: 387,565 shares; 2026Q1: 303,712 shares; 2026Q2: 299,207 shares 299,207 $41.1M 0.57% -4,505 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262,898 shares; 2024Q4: 1,439,926 shares; 2025Q1: 1,514,425 shares; 2025Q2: 1,523,072 shares; 2025Q3: 1,543,663 shares; 2025Q4: 1,533,068 shares; 2026Q1: 1,748,686 shares; 2026Q2: 1,744,546 shares 1,744,546 $40.9M 0.56% -4,140 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,701 shares; 2024Q4: 323,532 shares; 2025Q1: 321,739 shares; 2025Q2: 317,319 shares; 2025Q3: 313,135 shares; 2025Q4: 268,394 shares; 2026Q1: 268,987 shares; 2026Q2: 269,482 shares 269,482 $39.8M 0.55% +495 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,301 shares; 2024Q4: 94,880 shares; 2025Q1: 90,112 shares; 2025Q2: 91,644 shares; 2025Q3: 83,541 shares; 2025Q4: 79,210 shares; 2026Q1: 77,636 shares; 2026Q2: 78,826 shares 78,826 $39.4M 0.54% +1,190 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,403 shares; 2024Q4: 92,281 shares; 2025Q1: 81,661 shares; 2025Q2: 77,201 shares; 2025Q3: 80,224 shares; 2025Q4: 67,664 shares; 2026Q1: 71,403 shares; 2026Q2: 69,255 shares 69,255 $39M 0.54% -2,148 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,755 shares; 2024Q4: 176,795 shares; 2025Q1: 174,398 shares; 2025Q2: 175,328 shares; 2025Q3: 203,663 shares; 2025Q4: 205,289 shares; 2026Q1: 241,825 shares; 2026Q2: 232,326 shares 232,326 $38.5M 0.53% -9,499 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,829 shares; 2024Q4: 39,404 shares; 2025Q1: 37,473 shares; 2025Q2: 37,268 shares; 2025Q3: 35,416 shares; 2025Q4: 27,878 shares; 2026Q1: 28,763 shares; 2026Q2: 35,958 shares 35,958 $38.3M 0.53% +7,195 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,077 shares; 2024Q4: 19,807 shares; 2025Q1: 32,790 shares; 2025Q2: 27,127 shares; 2025Q3: 29,265 shares; 2025Q4: 36,459 shares; 2026Q1: 31,369 shares; 2026Q2: 32,168 shares 32,168 $37.8M 0.52% +799 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,259 shares; 2024Q4: 292,228 shares; 2025Q1: 287,187 shares; 2025Q2: 301,361 shares; 2025Q3: 284,680 shares; 2025Q4: 239,367 shares; 2026Q1: 262,249 shares; 2026Q2: 254,024 shares 254,024 $37.3M 0.51% -8,225 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 425,900 shares; 2025Q3: 578,260 shares; 2025Q4: 625,365 shares; 2026Q1: 643,708 shares; 2026Q2: 643,758 shares 643,758 $37.1M 0.51% +50 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,024 shares; 2024Q4: 416,236 shares; 2025Q1: 401,157 shares; 2025Q2: 436,564 shares; 2025Q3: 461,011 shares; 2025Q4: 444,639 shares; 2026Q1: 439,318 shares; 2026Q2: 445,972 shares 445,972 $36.2M 0.5% +6,654 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,839 shares; 2024Q4: 194,501 shares; 2025Q1: 186,673 shares; 2025Q2: 184,745 shares; 2025Q3: 168,123 shares; 2025Q4: 154,991 shares; 2026Q1: 146,373 shares; 2026Q2: 142,681 shares 142,681 $36.2M 0.5% -3,692 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,584 shares; 2024Q4: 78,805 shares; 2025Q1: 74,666 shares; 2025Q2: 80,453 shares; 2025Q3: 83,739 shares; 2025Q4: 88,127 shares; 2026Q1: 100,708 shares; 2026Q2: 443,574 shares 443,574 $35.7M 0.49% +342,866 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,124 shares; 2024Q4: 104,091 shares; 2025Q1: 95,483 shares; 2025Q2: 119,033 shares; 2025Q3: 121,781 shares; 2025Q4: 114,889 shares; 2026Q1: 138,533 shares; 2026Q2: 160,535 shares 160,535 $35M 0.48% +22,002 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,985 shares; 2024Q4: 347,556 shares; 2025Q1: 374,881 shares; 2025Q2: 366,680 shares; 2025Q3: 362,668 shares; 2025Q4: 354,423 shares; 2026Q1: 361,752 shares; 2026Q2: 389,350 shares 389,350 $33.9M 0.47% +27,598 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,361 shares; 2024Q4: 86,501 shares; 2025Q1: 79,859 shares; 2025Q2: 104,765 shares; 2025Q3: 112,607 shares; 2025Q4: 102,302 shares; 2026Q1: 99,401 shares; 2026Q2: 98,542 shares 98,542 $33.8M 0.47% -859 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,862 shares; 2024Q4: 133,676 shares; 2025Q1: 163,208 shares; 2025Q2: 173,998 shares; 2025Q3: 176,804 shares; 2025Q4: 184,476 shares; 2026Q1: 225,584 shares; 2026Q2: 222,647 shares 222,647 $32.6M 0.45% -2,937 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,663 shares; 2024Q4: 123,554 shares; 2025Q1: 206,109 shares; 2025Q2: 297,723 shares; 2025Q3: 334,534 shares; 2025Q4: 354,065 shares; 2026Q1: 366,784 shares; 2026Q2: 401,902 shares 401,902 $29.9M 0.41% +35,118 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,949 shares; 2024Q4: 380,212 shares; 2025Q1: 419,460 shares; 2025Q2: 445,175 shares; 2025Q3: 462,780 shares; 2025Q4: 487,439 shares; 2026Q1: 502,821 shares; 2026Q2: 527,355 shares 527,355 $29.8M 0.41% +24,534 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,100 shares; 2024Q4: 26,738 shares; 2025Q1: 25,526 shares; 2025Q2: 37,182 shares; 2025Q3: 42,336 shares; 2025Q4: 69,029 shares; 2026Q1: 95,854 shares; 2026Q2: 97,634 shares 97,634 $29.6M 0.41% +1,780 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,304 shares; 2024Q4: 56,786 shares; 2025Q1: 51,659 shares; 2025Q2: 51,483 shares; 2025Q3: 51,592 shares; 2025Q4: 46,433 shares; 2026Q1: 56,461 shares; 2026Q2: 56,311 shares 56,311 $28.9M 0.4% -150 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,883 shares; 2024Q4: 328,617 shares; 2025Q1: 324,834 shares; 2025Q2: 317,191 shares; 2025Q3: 318,419 shares; 2025Q4: 332,028 shares; 2026Q1: 348,591 shares; 2026Q2: 362,180 shares 362,180 $27.7M 0.38% +13,589 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,948 shares; 2024Q4: 32,722 shares; 2025Q1: 31,508 shares; 2025Q2: 29,921 shares; 2025Q3: 29,937 shares; 2025Q4: 26,593 shares; 2026Q1: 28,415 shares; 2026Q2: 29,111 shares 29,111 $27.2M 0.38% +696 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,147 shares; 2024Q4: 187,580 shares; 2025Q1: 137,164 shares; 2025Q2: 137,427 shares; 2025Q3: 135,744 shares; 2025Q4: 119,867 shares; 2026Q1: 245,795 shares; 2026Q2: 243,294 shares 243,294 $25.3M 0.35% -2,501 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,965 shares; 2024Q4: 59,205 shares; 2025Q1: 59,795 shares; 2025Q2: 47,880 shares; 2025Q3: 43,798 shares; 2025Q4: 36,432 shares; 2026Q1: 34,133 shares; 2026Q2: 59,274 shares 59,274 $24.6M 0.34% +25,141 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,922 shares; 2024Q4: 68,444 shares; 2025Q1: 67,593 shares; 2025Q2: 64,276 shares; 2025Q3: 68,705 shares; 2025Q4: 62,230 shares; 2026Q1: 61,424 shares; 2026Q2: 58,382 shares 58,382 $24.6M 0.34% -3,042 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,799 shares; 2024Q4: 70,841 shares; 2025Q1: 67,838 shares; 2025Q2: 76,846 shares; 2025Q3: 75,874 shares; 2025Q4: 69,470 shares; 2026Q1: 69,096 shares; 2026Q2: 67,477 shares 67,477 $24.4M 0.34% -1,619 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,097 shares; 2024Q4: 90,235 shares; 2025Q1: 84,410 shares; 2025Q2: 85,871 shares; 2025Q3: 86,386 shares; 2025Q4: 78,464 shares; 2026Q1: 73,838 shares; 2026Q2: 85,411 shares 85,411 $23.2M 0.32% +11,573 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,717 shares; 2024Q4: 107,646 shares; 2025Q1: 110,043 shares; 2025Q2: 105,507 shares; 2025Q3: 108,266 shares; 2025Q4: 102,727 shares; 2026Q1: 95,518 shares; 2026Q2: 85,837 shares 85,837 $23.2M 0.32% -9,681 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,812 shares; 2024Q4: 295,728 shares; 2025Q1: 306,133 shares; 2025Q2: 315,146 shares; 2025Q3: 312,656 shares; 2025Q4: 295,211 shares; 2026Q1: 306,341 shares; 2026Q2: 301,157 shares 301,157 $22.7M 0.31% -5,184 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,081 shares; 2024Q4: 147,555 shares; 2025Q1: 145,945 shares; 2025Q2: 116,045 shares; 2025Q3: 111,980 shares; 2025Q4: 105,330 shares; 2026Q1: 101,153 shares; 2026Q2: 108,364 shares 108,364 $22.7M 0.31% +7,211 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,885 shares; 2024Q4: 371,151 shares; 2025Q1: 419,722 shares; 2025Q2: 417,307 shares; 2025Q3: 428,583 shares; 2025Q4: 440,088 shares; 2026Q1: 481,203 shares; 2026Q2: 477,453 shares 477,453 $22.4M 0.31% -3,750 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,045 shares; 2024Q4: 2,648 shares; 2025Q1: 27,611 shares; 2025Q2: 115,632 shares; 2025Q3: 114,962 shares; 2025Q4: 105,972 shares; 2026Q1: 99,343 shares; 2026Q2: 98,587 shares 98,587 $22M 0.3% -756 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,889 shares; 2024Q4: 7,803 shares; 2025Q1: 7,318 shares; 2025Q2: 7,316 shares; 2025Q3: 8,534 shares; 2025Q4: 7,451 shares; 2026Q1: 7,230 shares; 2026Q2: 72,955 shares 72,955 $22M 0.3% +65,725 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,369 shares; 2024Q4: 33,484 shares; 2025Q1: 28,682 shares; 2025Q2: 48,246 shares; 2025Q3: 55,792 shares; 2025Q4: 55,292 shares; 2026Q1: 76,879 shares; 2026Q2: 84,716 shares 84,716 $21.7M 0.3% +7,837 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,976 shares; 2024Q4: 172,366 shares; 2025Q1: 185,417 shares; 2025Q2: 183,242 shares; 2025Q3: 182,944 shares; 2025Q4: 171,820 shares; 2026Q1: 168,469 shares; 2026Q2: 166,096 shares 166,096 $21M 0.29% -2,373 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,721 shares; 2024Q4: 130,432 shares; 2025Q1: 123,937 shares; 2025Q2: 100,117 shares; 2025Q3: 97,294 shares; 2025Q4: 135,668 shares; 2026Q1: 93,168 shares; 2026Q2: 88,933 shares 88,933 $20.2M 0.28% -4,235 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,347 shares; 2024Q4: 162,176 shares; 2025Q1: 132,616 shares; 2025Q2: 170,959 shares; 2025Q3: 263,877 shares; 2025Q4: 311,018 shares; 2026Q1: 269,934 shares; 2026Q2: 358,164 shares 358,164 $19.9M 0.27% +88,230 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,963 shares; 2024Q4: 135,962 shares; 2025Q1: 140,589 shares; 2025Q2: 160,323 shares; 2025Q3: 209,786 shares; 2025Q4: 261,568 shares; 2026Q1: 317,287 shares; 2026Q2: 331,278 shares 331,278 $19.3M 0.27% +13,991 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,934 shares; 2024Q4: 186,436 shares; 2025Q1: 158,281 shares; 2025Q2: 184,317 shares; 2025Q3: 169,129 shares; 2025Q4: 142,573 shares; 2026Q1: 139,313 shares; 2026Q2: 134,130 shares 134,130 $19.2M 0.26% -5,183 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,822 shares; 2024Q4: 29,363 shares; 2025Q1: 25,909 shares; 2025Q2: 25,477 shares; 2025Q3: 24,040 shares; 2025Q4: 22,479 shares; 2026Q1: 18,938 shares; 2026Q2: 18,852 shares 18,852 $19.1M 0.26% -86 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,108 shares; 2024Q4: 146,863 shares; 2025Q1: 142,357 shares; 2025Q2: 147,919 shares; 2025Q3: 137,208 shares; 2025Q4: 126,183 shares; 2026Q1: 104,684 shares; 2026Q2: 79,563 shares 79,563 $18.9M 0.26% -25,121 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,758 shares; 2024Q4: 191,209 shares; 2025Q1: 167,623 shares; 2025Q2: 167,557 shares; 2025Q3: 163,538 shares; 2025Q4: 270,276 shares; 2026Q1: 171,785 shares; 2026Q2: 166,518 shares 166,518 $18.4M 0.25% -5,267 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,660 shares; 2025Q1: 51,289 shares; 2025Q2: 50,570 shares; 2025Q3: 51,148 shares; 2025Q4: 43,661 shares; 2026Q1: 32,659 shares; 2026Q2: 42,094 shares 42,094 $18.2M 0.25% +9,435 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,964 shares; 2024Q4: 124,487 shares; 2025Q1: 124,487 shares; 2025Q2: 124,987 shares; 2025Q3: 122,149 shares; 2025Q4: 128,302 shares; 2026Q1: 127,017 shares; 2026Q2: 129,350 shares 129,350 $18M 0.25% +2,333 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,699 shares; 2024Q4: 108,478 shares; 2025Q1: 129,763 shares; 2025Q2: 126,504 shares; 2025Q3: 127,062 shares; 2025Q4: 123,425 shares; 2026Q1: 119,917 shares; 2026Q2: 128,246 shares 128,246 $17.5M 0.24% +8,329 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,291 shares; 2024Q4: 377,288 shares; 2025Q1: 309,856 shares; 2025Q2: 309,599 shares; 2025Q3: 307,451 shares; 2025Q4: 243,269 shares; 2026Q1: 240,885 shares; 2026Q2: 228,369 shares 228,369 $17.4M 0.24% -12,516 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,374 shares; 2024Q4: 102,194 shares; 2025Q1: 83,794 shares; 2025Q2: 81,715 shares; 2025Q3: 47,041 shares; 2025Q4: 41,205 shares; 2026Q1: 67,001 shares; 2026Q2: 124,224 shares 124,224 $17.3M 0.24% +57,223 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,575 shares; 2024Q4: 108,541 shares; 2025Q1: 104,707 shares; 2025Q2: 103,830 shares; 2025Q3: 113,756 shares; 2025Q4: 115,754 shares; 2026Q1: 158,270 shares; 2026Q2: 136,461 shares 136,461 $17.2M 0.24% -21,809 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,988 shares; 2024Q4: 64,776 shares; 2025Q1: 49,865 shares; 2025Q2: 51,609 shares; 2025Q3: 45,634 shares; 2025Q4: 40,936 shares; 2026Q1: 52,442 shares; 2026Q2: 50,369 shares 50,369 $17.2M 0.24% -2,073 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,496 shares; 2024Q4: 185,625 shares; 2025Q1: 183,461 shares; 2025Q2: 140,124 shares; 2025Q3: 137,048 shares; 2025Q4: 124,838 shares; 2026Q1: 122,765 shares; 2026Q2: 125,070 shares 125,070 $16.9M 0.23% +2,305 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,521 shares; 2024Q4: 212,371 shares; 2025Q1: 256,615 shares; 2025Q2: 295,935 shares; 2025Q3: 302,174 shares; 2025Q4: 322,036 shares; 2026Q1: 328,803 shares; 2026Q2: 327,784 shares 327,784 $16.6M 0.23% -1,019 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,502 shares; 2024Q4: 36,565 shares; 2025Q1: 41,439 shares; 2025Q2: 73,068 shares; 2025Q3: 75,478 shares; 2025Q4: 73,366 shares; 2026Q1: 81,214 shares; 2026Q2: 97,159 shares 97,159 $16.4M 0.23% +15,945 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,416 shares; 2024Q4: 110,911 shares; 2025Q1: 110,340 shares; 2025Q2: 110,033 shares; 2025Q3: 101,457 shares; 2025Q4: 102,079 shares; 2026Q1: 107,806 shares; 2026Q2: 107,452 shares 107,452 $16.4M 0.23% -354 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,744 shares; 2024Q4: 127,885 shares; 2025Q1: 122,570 shares; 2025Q2: 134,574 shares; 2025Q3: 160,865 shares; 2025Q4: 183,695 shares; 2026Q1: 208,230 shares; 2026Q2: 210,903 shares 210,903 $16.2M 0.22% +2,673 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,638 shares; 2024Q4: 299,344 shares; 2025Q1: 294,988 shares; 2025Q2: 296,597 shares; 2025Q3: 279,911 shares; 2025Q4: 287,530 shares; 2026Q1: 282,007 shares; 2026Q2: 282,784 shares 282,784 $16.1M 0.22% +777 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,258 shares; 2024Q4: 270,531 shares; 2025Q1: 359,455 shares; 2025Q2: 353,245 shares; 2025Q3: 353,625 shares; 2025Q4: 336,358 shares; 2026Q1: 328,322 shares; 2026Q2: 322,566 shares 322,566 $16.1M 0.22% -5,756 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,488 shares; 2024Q4: 58,085 shares; 2025Q1: 53,205 shares; 2025Q2: 51,987 shares; 2025Q3: 49,242 shares; 2025Q4: 56,336 shares; 2026Q1: 54,589 shares; 2026Q2: 53,077 shares 53,077 $15.9M 0.22% -1,512 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,612 shares; 2024Q4: 43,264 shares; 2025Q1: 43,096 shares; 2025Q2: 43,619 shares; 2025Q3: 50,165 shares; 2025Q4: 53,933 shares; 2026Q1: 44,553 shares; 2026Q2: 42,434 shares 42,434 $15.7M 0.22% -2,119 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,137 shares; 2024Q4: 62,756 shares; 2025Q1: 56,607 shares; 2025Q2: 55,813 shares; 2025Q3: 59,127 shares; 2025Q4: 57,383 shares; 2026Q1: 57,221 shares; 2026Q2: 82,497 shares 82,497 $15.7M 0.22% +25,276 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,303 shares; 2024Q4: 302,227 shares; 2025Q1: 364,453 shares; 2025Q2: 369,343 shares; 2025Q3: 366,448 shares; 2025Q4: 345,640 shares; 2026Q1: 333,743 shares; 2026Q2: 327,898 shares 327,898 $15.6M 0.21% -5,845 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,801 shares; 2024Q4: 18,473 shares; 2025Q1: 18,038 shares; 2025Q2: 17,623 shares; 2025Q3: 17,070 shares; 2025Q4: 16,394 shares; 2026Q1: 16,215 shares; 2026Q2: 128,916 shares 128,916 $15.4M 0.21% +112,701 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,972 shares; 2024Q4: 27,865 shares; 2025Q1: 29,947 shares; 2025Q2: 36,045 shares; 2025Q3: 38,183 shares; 2025Q4: 35,504 shares; 2026Q1: 42,356 shares; 2026Q2: 50,427 shares 50,427 $15.3M 0.21% +8,071 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,254 shares; 2024Q4: 85,974 shares; 2025Q1: 80,913 shares; 2025Q2: 77,983 shares; 2025Q3: 78,618 shares; 2025Q4: 72,824 shares; 2026Q1: 53,614 shares; 2026Q2: 42,538 shares 42,538 $15M 0.21% -11,076 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 55 shares; 2025Q1: 170,944 shares; 2025Q2: 230,545 shares; 2025Q3: 232,090 shares; 2025Q4: 225,702 shares; 2026Q1: 218,865 shares; 2026Q2: 212,690 shares 212,690 $14.9M 0.21% -6,175 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,747 shares; 2024Q4: 1,393 shares; 2025Q1: 13,999 shares; 2025Q2: 28,098 shares; 2025Q3: 30,029 shares; 2025Q4: 30,064 shares; 2026Q1: 47,098 shares; 2026Q2: 56,978 shares 56,978 $14.8M 0.2% +9,880 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,467 shares; 2024Q4: 64,452 shares; 2025Q1: 119,080 shares; 2025Q2: 119,080 shares; 2025Q3: 119,080 shares; 2025Q4: 139,273 shares; 2026Q1: 139,273 shares; 2026Q2: 139,273 shares 139,273 $14.8M 0.2% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,098 shares; 2024Q4: 342,550 shares; 2025Q1: 212,667 shares; 2025Q2: 193,475 shares; 2025Q3: 155,570 shares; 2025Q4: 127,249 shares; 2026Q1: 118,990 shares; 2026Q2: 114,907 shares 114,907 $14.8M 0.2% -4,083 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,486 shares; 2024Q4: 98,870 shares; 2025Q1: 94,388 shares; 2025Q2: 94,444 shares; 2025Q3: 92,040 shares; 2025Q4: 90,449 shares; 2026Q1: 88,741 shares; 2026Q2: 89,096 shares 89,096 $14.7M 0.2% +355 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,532 shares; 2024Q4: 63,065 shares; 2025Q1: 59,712 shares; 2025Q2: 88,747 shares; 2025Q3: 91,292 shares; 2025Q4: 85,051 shares; 2026Q1: 72,338 shares; 2026Q2: 51,261 shares 51,261 $14.4M 0.2% -21,077 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,565 shares; 2024Q4: 103,029 shares; 2025Q1: 115,659 shares; 2025Q2: 181,501 shares; 2025Q3: 264,580 shares; 2025Q4: 236,607 shares; 2026Q1: 245,008 shares; 2026Q2: 244,226 shares 244,226 $14.1M 0.19% -782 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,473 shares; 2024Q4: 63,252 shares; 2025Q1: 63,156 shares; 2025Q2: 68,535 shares; 2025Q3: 63,681 shares; 2025Q4: 73,003 shares; 2026Q1: 71,433 shares; 2026Q2: 71,101 shares 71,101 $14M 0.19% -332 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789,738 shares; 2024Q4: 839,738 shares; 2025Q1: 850,163 shares; 2025Q2: 686,163 shares; 2025Q3: 686,163 shares; 2025Q4: 701,794 shares; 2026Q1: 716,924 shares; 2026Q2: 717,524 shares 717,524 $13.7M 0.19% +600 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,226 shares; 2024Q4: 37,274 shares; 2025Q1: 43,397 shares; 2025Q2: 68,661 shares; 2025Q3: 69,197 shares; 2025Q4: 61,917 shares; 2026Q1: 60,524 shares; 2026Q2: 57,617 shares 57,617 $13.7M 0.19% -2,907 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 4 shares; 2025Q3: 272 shares; 2025Q4: 280 shares; 2026Q1: 16,504 shares; 2026Q2: 21,447 shares 21,447 $13.7M 0.19% +4,943 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,315 shares; 2024Q4: 73,194 shares; 2025Q1: 71,841 shares; 2025Q2: 66,946 shares; 2025Q3: 62,764 shares; 2025Q4: 63,872 shares; 2026Q1: 61,617 shares; 2026Q2: 76,488 shares 76,488 $13.5M 0.19% +14,871 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,083 shares; 2024Q4: 57,144 shares; 2025Q1: 56,896 shares; 2025Q2: 56,862 shares; 2025Q3: 56,203 shares; 2025Q4: 92,521 shares; 2026Q1: 56,053 shares; 2026Q2: 55,362 shares 55,362 $13.4M 0.19% -691 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,705 shares; 2026Q2: 5,874 shares 5,874 $13.4M 0.18% +1,169 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,949 shares; 2024Q4: 63,452 shares; 2025Q1: 60,902 shares; 2025Q2: 80,968 shares; 2025Q3: 88,296 shares; 2025Q4: 78,783 shares; 2026Q1: 77,542 shares; 2026Q2: 87,573 shares 87,573 $13.3M 0.18% +10,031 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,027 shares; 2024Q4: 25,438 shares; 2025Q1: 26,523 shares; 2025Q2: 31,237 shares; 2025Q3: 38,442 shares; 2025Q4: 42,582 shares; 2026Q1: 41,222 shares; 2026Q2: 42,617 shares 42,617 $13.1M 0.18% +1,395 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,319 shares; 2024Q4: 24,025 shares; 2025Q1: 23,814 shares; 2025Q2: 23,565 shares; 2025Q3: 23,695 shares; 2025Q4: 18,996 shares; 2026Q1: 32,893 shares; 2026Q2: 32,483 shares 32,483 $12.8M 0.18% -410 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,137 shares; 2024Q4: 234,042 shares; 2025Q1: 375,807 shares; 2025Q2: 364,410 shares; 2025Q3: 369,736 shares; 2025Q4: 346,854 shares; 2026Q1: 338,839 shares; 2026Q2: 333,530 shares 333,530 $12.7M 0.17% -5,309 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,307 shares; 2024Q4: 220,599 shares; 2025Q1: 153,201 shares; 2025Q2: 157,094 shares; 2025Q3: 158,010 shares; 2025Q4: 147,637 shares; 2026Q1: 150,708 shares; 2026Q2: 152,798 shares 152,798 $12.6M 0.17% +2,090 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,077 shares; 2025Q1: 54,278 shares; 2025Q2: 83,752 shares; 2025Q3: 106,091 shares; 2025Q4: 73,103 shares; 2026Q1: 66,480 shares; 2026Q2: 74,240 shares 74,240 $12.6M 0.17% +7,760 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,145 shares; 2024Q4: 8,705 shares; 2025Q1: 9,191 shares; 2025Q2: 6,150 shares; 2025Q3: 12,630 shares; 2025Q4: 9,288 shares; 2026Q1: 9,105 shares; 2026Q2: 8,970 shares 8,970 $12.4M 0.17% -135 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,736 shares; 2024Q4: 3,764 shares; 2025Q1: 3,732 shares; 2025Q2: 3,743 shares; 2025Q3: 4,241 shares; 2025Q4: 3,951 shares; 2026Q1: 397,777 shares; 2026Q2: 380,690 shares 380,690 $12.4M 0.17% -17,087 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,815 shares; 2024Q4: 72,053 shares; 2025Q1: 67,374 shares; 2025Q2: 64,886 shares; 2025Q3: 74,040 shares; 2025Q4: 75,985 shares; 2026Q1: 90,450 shares; 2026Q2: 81,637 shares 81,637 $12M 0.16% -8,813 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,974 shares; 2024Q4: 3,560 shares; 2025Q1: 1,117 shares; 2025Q2: 1,312 shares; 2025Q3: 2,083 shares; 2025Q4: 1,891 shares; 2026Q1: 24,015 shares; 2026Q2: 31,656 shares 31,656 $11.7M 0.16% +7,641 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; 2024Q3: 7,753 shares; 2024Q4: 7,742 shares; 2025Q1: 7,526 shares; 2025Q2: 9,554 shares; 2025Q3: 9,445 shares; 2025Q4: 8,536 shares; 2026Q1: 13,163 shares; 2026Q2: 28,913 shares 28,913 $11.6M 0.16% +15,750 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,716 shares; 2024Q4: 40,088 shares; 2025Q1: 39,854 shares; 2025Q2: 39,008 shares; 2025Q3: 38,842 shares; 2025Q4: 36,111 shares; 2026Q1: 45,957 shares; 2026Q2: 48,304 shares 48,304 $11.5M 0.16% +2,347 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,267 shares; 2024Q4: 92,181 shares; 2025Q1: 90,956 shares; 2025Q2: 90,872 shares; 2025Q3: 90,972 shares; 2025Q4: 100,744 shares; 2026Q1: 101,399 shares; 2026Q2: 103,814 shares 103,814 $11.4M 0.16% +2,415 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,845 shares; 2024Q4: 24,882 shares; 2025Q1: 25,067 shares; 2025Q2: 18,706 shares; 2025Q3: 17,945 shares; 2025Q4: 17,504 shares; 2026Q1: 11,202 shares; 2026Q2: 46,618 shares 46,618 $11.1M 0.15% +35,416 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,743 shares; 2025Q1: 15,205 shares; 2025Q2: 12,709 shares; 2025Q3: 12,566 shares; 2025Q4: 11,927 shares; 2026Q1: 11,572 shares; 2026Q2: 11,544 shares 11,544 $11.1M 0.15% -28 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,645 shares; 2024Q4: 44,180 shares; 2025Q1: 58,064 shares; 2025Q2: 53,272 shares; 2025Q3: 7,421 shares; 2025Q4: 6,716 shares; 2026Q1: 285,650 shares; 2026Q2: 326,004 shares 326,004 $11.1M 0.15% +40,354 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,503 shares; 2024Q4: 198,745 shares; 2025Q1: 193,831 shares; 2025Q2: 205,952 shares; 2025Q3: 201,827 shares; 2025Q4: 186,885 shares; 2026Q1: 179,364 shares; 2026Q2: 182,307 shares 182,307 $11M 0.15% +2,943 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,587 shares; 2024Q4: 37,638 shares; 2025Q1: 43,917 shares; 2025Q2: 30,574 shares; 2025Q3: 44,235 shares; 2025Q4: 28,148 shares; 2026Q1: 27,288 shares; 2026Q2: 32,364 shares 32,364 $10.8M 0.15% +5,076 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,829 shares; 2024Q4: 78,376 shares; 2025Q1: 154,055 shares; 2025Q2: 152,325 shares; 2025Q3: 153,031 shares; 2025Q4: 146,414 shares; 2026Q1: 144,587 shares; 2026Q2: 141,275 shares 141,275 $10.8M 0.15% -3,312 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 36,649 shares; 2025Q2: 42,116 shares; 2025Q3: 40,648 shares; 2025Q4: 37,531 shares; 2026Q1: 30,815 shares; 2026Q2: 30,377 shares 30,377 $10.4M 0.14% -438 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,554 shares; 2024Q4: 66,172 shares; 2025Q1: 62,485 shares; 2025Q2: 55,771 shares; 2025Q3: 53,351 shares; 2025Q4: 25,610 shares; 2026Q1: 21,978 shares; 2026Q2: 19,760 shares 19,760 $10.1M 0.14% -2,218 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,910 shares; 2024Q4: 25,765 shares; 2025Q1: 20,649 shares; 2025Q2: 21,060 shares; 2025Q3: 22,721 shares; 2025Q4: 33,573 shares; 2026Q1: 45,208 shares; 2026Q2: 47,283 shares 47,283 $10.1M 0.14% +2,075 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,527 shares; 2024Q4: 36,765 shares; 2025Q1: 35,815 shares; 2025Q2: 37,394 shares; 2025Q3: 44,628 shares; 2025Q4: 39,152 shares; 2026Q1: 31,015 shares; 2026Q2: 33,682 shares 33,682 $10M 0.14% +2,667 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,052 shares; 2024Q4: 104,928 shares; 2025Q1: 102,216 shares; 2025Q2: 101,994 shares; 2025Q3: 100,169 shares; 2025Q4: 93,062 shares; 2026Q1: 91,492 shares; 2026Q2: 102,779 shares 102,779 $9.91M 0.14% +11,287 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,096 shares; 2024Q4: 54,081 shares; 2025Q1: 60,074 shares; 2025Q2: 59,468 shares; 2025Q3: 58,656 shares; 2025Q4: 57,335 shares; 2026Q1: 56,299 shares; 2026Q2: 27,674 shares 27,674 $9.8M 0.14% -28,625 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: 2,509 shares; 2025Q1: 2,190 shares; 2025Q2: 8,408 shares; 2025Q3: 8,764 shares; 2025Q4: 33,310 shares; 2026Q1: 38,870 shares; 2026Q2: 43,157 shares 43,157 $9.8M 0.14% +4,287 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,487 shares; 2024Q4: 88,013 shares; 2025Q1: 89,412 shares; 2025Q2: 87,268 shares; 2025Q3: 89,430 shares; 2025Q4: 73,659 shares; 2026Q1: 72,891 shares; 2026Q2: 71,269 shares 71,269 $9.74M 0.13% -1,622 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,923 shares; 2024Q4: 28,445 shares; 2025Q1: 28,375 shares; 2025Q2: 130,867 shares; 2025Q3: 31,015 shares; 2025Q4: 30,742 shares; 2026Q1: 283,828 shares; 2026Q2: 362,386 shares 362,386 $9.49M 0.13% +78,558 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,853 shares; 2024Q4: 143,485 shares; 2025Q1: 135,767 shares; 2025Q2: 135,486 shares; 2025Q3: 140,308 shares; 2025Q4: 147,016 shares; 2026Q1: 136,600 shares; 2026Q2: 100,270 shares 100,270 $9.1M 0.13% -36,330 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,604 shares; 2024Q4: 154,204 shares; 2025Q1: 145,184 shares; 2025Q2: 141,981 shares; 2025Q3: 141,937 shares; 2025Q4: 121,228 shares; 2026Q1: 110,906 shares; 2026Q2: 118,047 shares 118,047 $9.1M 0.13% +7,141 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,635 shares; 2024Q4: 313,714 shares; 2025Q1: 277,498 shares; 2025Q2: 274,106 shares; 2025Q3: 263,707 shares; 2025Q4: 227,946 shares; 2026Q1: 223,733 shares; 2026Q2: 214,761 shares 214,761 $9.09M 0.13% -8,972 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,806 shares; 2024Q4: 9,309 shares; 2025Q1: 9,289 shares; 2025Q2: 9,202 shares; 2025Q3: 6,419 shares; 2025Q4: 3,836 shares; 2026Q1: 3,554 shares; 2026Q2: 30,907 shares 30,907 $9.06M 0.12% +27,353 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,465 shares; 2024Q4: 33,086 shares; 2025Q1: 32,902 shares; 2025Q2: 32,528 shares; 2025Q3: 33,210 shares; 2025Q4: 34,556 shares; 2026Q1: 35,487 shares; 2026Q2: 35,434 shares 35,434 $9.05M 0.12% -53 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,802 shares; 2024Q4: 9,592 shares; 2025Q1: 8,690 shares; 2025Q2: 8,785 shares; 2025Q3: 8,905 shares; 2025Q4: 8,150 shares; 2026Q1: 9,420 shares; 2026Q2: 7,806 shares 7,806 $8.84M 0.12% -1,614 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 464 shares; 2025Q1: 484 shares; 2025Q2: 5,308 shares; 2025Q3: 5,334 shares; 2025Q4: 21,802 shares; 2026Q1: 21,928 shares; 2026Q2: 32,716 shares 32,716 $8.8M 0.12% +10,788 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,775 shares; 2024Q4: 108,276 shares; 2025Q1: 109,766 shares; 2025Q2: 107,816 shares; 2025Q3: 103,605 shares; 2025Q4: 99,309 shares; 2026Q1: 103,021 shares; 2026Q2: 98,620 shares 98,620 $8.66M 0.12% -4,401 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,145 shares; 2024Q4: 23,239 shares; 2025Q1: 43,964 shares; 2025Q2: 42,853 shares; 2025Q3: 63,815 shares; 2025Q4: 66,567 shares; 2026Q1: 71,609 shares; 2026Q2: 79,466 shares 79,466 $8.45M 0.12% +7,857 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,039 shares; 2024Q4: 25,179 shares; 2025Q1: 25,444 shares; 2025Q2: 26,219 shares; 2025Q3: 26,879 shares; 2025Q4: 25,221 shares; 2026Q1: 25,100 shares; 2026Q2: 24,481 shares 24,481 $8.28M 0.11% -619 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,802 shares; 2024Q4: 15,143 shares; 2025Q1: 16,248 shares; 2025Q2: 16,045 shares; 2025Q3: 17,085 shares; 2025Q4: 139,253 shares; 2026Q1: 112,408 shares; 2026Q2: 115,761 shares 115,761 $8.27M 0.11% +3,353 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,087 shares; 2024Q4: 29,404 shares; 2025Q1: 28,648 shares; 2025Q2: 26,410 shares; 2025Q3: 23,570 shares; 2025Q4: 17,437 shares; 2026Q1: 17,231 shares; 2026Q2: 16,427 shares 16,427 $8.24M 0.11% -804 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,074 shares; 2024Q4: 37,152 shares; 2025Q1: 35,211 shares; 2025Q2: 34,631 shares; 2025Q3: 28,647 shares; 2025Q4: 24,777 shares; 2026Q1: 25,339 shares; 2026Q2: 26,127 shares 26,127 $8.23M 0.11% +788 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,040 shares; 2024Q4: 103,880 shares; 2025Q1: 99,546 shares; 2025Q2: 98,900 shares; 2025Q3: 100,164 shares; 2025Q4: 85,631 shares; 2026Q1: 88,841 shares; 2026Q2: 89,672 shares 89,672 $8.22M 0.11% +831 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,298 shares; 2024Q4: 69,075 shares; 2025Q1: 66,363 shares; 2025Q2: 67,267 shares; 2025Q3: 64,466 shares; 2025Q4: 60,644 shares; 2026Q1: 57,485 shares; 2026Q2: 44,080 shares 44,080 $8.15M 0.11% -13,405 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,815 shares; 2024Q4: 40,094 shares; 2025Q1: 63,875 shares; 2025Q2: 33,806 shares; 2025Q3: 47,605 shares; 2025Q4: 62,703 shares; 2026Q1: 66,435 shares; 2026Q2: 68,514 shares 68,514 $7.99M 0.11% +2,079 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,038 shares; 2024Q4: 74,015 shares; 2025Q1: 64,585 shares; 2025Q2: 62,250 shares; 2025Q3: 59,301 shares; 2025Q4: 90,709 shares; 2026Q1: 53,865 shares; 2026Q2: 50,965 shares 50,965 $7.97M 0.11% -2,900 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,913 shares; 2024Q4: 40,294 shares; 2025Q1: 44,746 shares; 2025Q2: 43,162 shares; 2025Q3: 43,794 shares; 2025Q4: 41,195 shares; 2026Q1: 41,037 shares; 2026Q2: 43,936 shares 43,936 $7.85M 0.11% +2,899 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; 2024Q3: 205,157 shares; 2024Q4: 207,563 shares; 2025Q1: 204,542 shares; 2025Q2: 164,853 shares; 2025Q3: 125,322 shares; 2025Q4: 116,202 shares; 2026Q1: 78,852 shares; 2026Q2: 72,352 shares 72,352 $7.81M 0.11% -6,500 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,310 shares; 2024Q4: 33,039 shares; 2025Q1: 28,824 shares; 2025Q2: 27,771 shares; 2025Q3: 26,903 shares; 2025Q4: 51,466 shares; 2026Q1: 44,982 shares; 2026Q2: 40,249 shares 40,249 $7.67M 0.11% -4,733 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,593 shares; 2024Q4: 32,756 shares; 2025Q1: 126,419 shares; 2025Q2: 126,480 shares; 2025Q3: 124,556 shares; 2025Q4: 189,095 shares; 2026Q1: 156,170 shares; 2026Q2: 157,078 shares 157,078 $7.49M 0.1% +908 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,084 shares; 2024Q4: 25,842 shares; 2025Q1: 23,855 shares; 2025Q2: 22,013 shares; 2025Q3: 22,385 shares; 2025Q4: 19,822 shares; 2026Q1: 18,074 shares; 2026Q2: 18,181 shares 18,181 $7.4M 0.1% +107 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,170 shares; 2024Q4: 22,163 shares; 2025Q1: 21,647 shares; 2025Q2: 32,150 shares; 2025Q3: 31,845 shares; 2025Q4: 18,214 shares; 2026Q1: 18,014 shares; 2026Q2: 25,536 shares 25,536 $7.39M 0.1% +7,522 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,348 shares; 2024Q4: 115,017 shares; 2025Q1: 112,587 shares; 2025Q2: 113,584 shares; 2025Q3: 110,765 shares; 2025Q4: 111,561 shares; 2026Q1: 111,792 shares; 2026Q2: 107,991 shares 107,991 $7.39M 0.1% -3,801 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,169 shares; 2024Q4: 5,401 shares; 2025Q1: 4,895 shares; 2025Q2: 4,206 shares; 2025Q3: 5,139 shares; 2025Q4: 4,929 shares; 2026Q1: 10,722 shares; 2026Q2: 18,666 shares 18,666 $7.28M 0.1% +7,944 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,426 shares; 2024Q4: 76,651 shares; 2025Q1: 71,499 shares; 2025Q2: 68,927 shares; 2025Q3: 62,467 shares; 2025Q4: 57,682 shares; 2026Q1: 52,149 shares; 2026Q2: 50,160 shares 50,160 $7.25M 0.1% -1,989 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,776 shares; 2024Q4: 32,655 shares; 2025Q1: 32,189 shares; 2025Q2: 41,394 shares; 2025Q3: 54,653 shares; 2025Q4: 49,981 shares; 2026Q1: 47,522 shares; 2026Q2: 46,295 shares 46,295 $7.25M 0.1% -1,227 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,910 shares; 2024Q4: 134,310 shares; 2025Q1: 121,722 shares; 2025Q2: 121,670 shares; 2025Q3: 101,513 shares; 2025Q4: 95,280 shares; 2026Q1: 99,760 shares; 2026Q2: 83,000 shares 83,000 $7.03M 0.1% -16,760 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,454 shares; 2024Q4: 44,294 shares; 2025Q1: 18,220 shares; 2025Q2: 42,695 shares; 2025Q3: 36,308 shares; 2025Q4: 34,536 shares; 2026Q1: 34,480 shares; 2026Q2: 34,470 shares 34,470 $6.92M 0.1% -10 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,465 shares; 2024Q4: 21,510 shares; 2025Q1: 24,125 shares; 2025Q2: 19,620 shares; 2025Q3: 18,193 shares; 2025Q4: 20,661 shares; 2026Q1: 20,121 shares; 2026Q2: 19,606 shares 19,606 $6.86M 0.09% -515 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: 44,667 shares; 2025Q3: 38,841 shares; 2025Q4: 35,629 shares; 2026Q1: 47,006 shares; 2026Q2: 77,244 shares 77,244 $6.86M 0.09% +30,238 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,606 shares; 2025Q2: 153,123 shares; 2025Q3: 147,602 shares; 2025Q4: 107,955 shares; 2026Q1: 134,423 shares; 2026Q2: 215,041 shares 215,041 $6.78M 0.09% +80,618 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,488 shares; 2024Q4: 190,552 shares; 2025Q1: 152,171 shares; 2025Q2: 151,476 shares; 2025Q3: 153,287 shares; 2025Q4: 140,206 shares; 2026Q1: 142,754 shares; 2026Q2: 142,516 shares 142,516 $6.78M 0.09% -238 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,546 shares; 2024Q4: 28,409 shares; 2025Q1: 22,129 shares; 2025Q2: 20,930 shares; 2025Q3: 15,941 shares; 2025Q4: 11,995 shares; 2026Q1: 42,536 shares; 2026Q2: 51,851 shares 51,851 $6.77M 0.09% +9,315 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,108 shares; 2024Q4: 59,135 shares; 2025Q1: 58,131 shares; 2025Q2: 57,967 shares; 2025Q3: 55,130 shares; 2025Q4: 51,897 shares; 2026Q1: 50,900 shares; 2026Q2: 51,094 shares 51,094 $6.77M 0.09% +194 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,420 shares; 2024Q4: 46,811 shares; 2025Q1: 45,324 shares; 2025Q2: 45,749 shares; 2025Q3: 45,897 shares; 2025Q4: 72,140 shares; 2026Q1: 70,488 shares; 2026Q2: 71,588 shares 71,588 $6.69M 0.09% +1,100 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,002 shares; 2024Q4: 9,000 shares; 2025Q1: 12,799 shares; 2025Q2: 9,344 shares; 2025Q3: 9,401 shares; 2025Q4: 8,256 shares; 2026Q1: 8,260 shares; 2026Q2: 8,769 shares 8,769 $6.64M 0.09% +509 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,497 shares; 2026Q2: 7,578 shares 7,578 $6.5M 0.09% +1,081 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,190 shares; 2024Q4: 58,399 shares; 2025Q1: 58,208 shares; 2025Q2: 59,850 shares; 2025Q3: 81,957 shares; 2025Q4: 81,634 shares; 2026Q1: 75,815 shares; 2026Q2: 75,021 shares 75,021 $6.41M 0.09% -794 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,304 shares; 2024Q4: 146,081 shares; 2025Q1: 139,153 shares; 2025Q2: 101,278 shares; 2025Q3: 109,941 shares; 2025Q4: 138,368 shares; 2026Q1: 178,639 shares; 2026Q2: 116,078 shares 116,078 $6.17M 0.09% -62,561 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,821 shares; 2024Q4: 48,049 shares; 2025Q1: 43,941 shares; 2025Q2: 36,313 shares; 2025Q3: 37,714 shares; 2025Q4: 23,954 shares; 2026Q1: 23,266 shares; 2026Q2: 16,294 shares 16,294 $6.12M 0.08% -6,972 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,923 shares; 2024Q4: 37,681 shares; 2025Q1: 37,334 shares; 2025Q2: 36,996 shares; 2025Q3: 39,384 shares; 2025Q4: 34,633 shares; 2026Q1: 34,916 shares; 2026Q2: 33,319 shares 33,319 $6.03M 0.08% -1,597 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,930 shares; 2025Q1: 75 shares; 2025Q2: 184,528 shares; 2025Q3: 236,412 shares; 2025Q4: 219,768 shares; 2026Q1: 214,858 shares; 2026Q2: 212,913 shares 212,913 $6M 0.08% -1,945 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,484 shares; 2024Q4: 18,949 shares; 2025Q1: 26,840 shares; 2025Q2: 49,752 shares; 2025Q3: 59,628 shares; 2025Q4: 55,012 shares; 2026Q1: 59,022 shares; 2026Q2: 63,347 shares 63,347 $5.85M 0.08% +4,325 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,721 shares; 2024Q4: 108,441 shares; 2025Q1: 101,627 shares; 2025Q2: 99,749 shares; 2025Q3: 99,949 shares; 2025Q4: 107,883 shares; 2026Q1: 101,708 shares; 2026Q2: 114,324 shares 114,324 $5.83M 0.08% +12,616 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,972 shares; 2024Q4: 7,629 shares; 2025Q1: 7,474 shares; 2025Q2: 19,850 shares; 2025Q3: 19,428 shares; 2025Q4: 18,009 shares; 2026Q1: 17,902 shares; 2026Q2: 18,031 shares 18,031 $5.65M 0.08% +129 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,030 shares; 2026Q1: 230 shares; 2026Q2: 100,049 shares 100,049 $5.6M 0.08% +99,819 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,814 shares; 2024Q4: 20,172 shares; 2025Q1: 19,821 shares; 2025Q2: 26,685 shares; 2025Q3: 39,097 shares; 2025Q4: 34,434 shares; 2026Q1: 35,783 shares; 2026Q2: 36,391 shares 36,391 $5.59M 0.08% +608 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,868 shares; 2024Q4: 38,861 shares; 2025Q1: 42,731 shares; 2025Q2: 42,324 shares; 2025Q3: 41,647 shares; 2025Q4: 38,925 shares; 2026Q1: 54,963 shares; 2026Q2: 55,037 shares 55,037 $5.56M 0.08% +74 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,180 shares; 2024Q4: 10,802 shares; 2025Q1: 10,025 shares; 2025Q2: 13,068 shares; 2025Q3: 15,243 shares; 2025Q4: 14,245 shares; 2026Q1: 15,584 shares; 2026Q2: 14,588 shares 14,588 $5.45M 0.08% -996 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,213 shares; 2024Q4: 13,834 shares; 2025Q1: 14,092 shares; 2025Q2: 15,892 shares; 2025Q3: 14,846 shares; 2025Q4: 12,942 shares; 2026Q1: 14,032 shares; 2026Q2: 12,720 shares 12,720 $5.28M 0.07% -1,312 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,205 shares; 2024Q4: 46,329 shares; 2025Q1: 45,069 shares; 2025Q2: 39,130 shares; 2025Q3: 32,439 shares; 2025Q4: 29,430 shares; 2026Q1: 28,543 shares; 2026Q2: 27,704 shares 27,704 $5.28M 0.07% -839 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,537 shares; 2024Q4: 27,995 shares; 2025Q1: 28,032 shares; 2025Q2: 28,232 shares; 2025Q3: 29,250 shares; 2025Q4: 27,880 shares; 2026Q1: 49,997 shares; 2026Q2: 67,739 shares 67,739 $5.22M 0.07% +17,742 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,466 shares; 2024Q4: 22,081 shares; 2025Q1: 17,150 shares; 2025Q2: 23,203 shares; 2025Q3: 18,049 shares; 2025Q4: 14,810 shares; 2026Q1: 13,307 shares; 2026Q2: 12,992 shares 12,992 $5.17M 0.07% -315 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,854 shares; 2024Q4: 56,572 shares; 2025Q1: 59,133 shares; 2025Q2: 59,095 shares; 2025Q3: 58,699 shares; 2025Q4: 53,244 shares; 2026Q1: 53,936 shares; 2026Q2: 54,266 shares 54,266 $5.14M 0.07% +330 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,606 shares; 2024Q4: 9,371 shares; 2025Q1: 9,351 shares; 2025Q2: 9,003 shares; 2025Q3: 8,993 shares; 2025Q4: 7,980 shares; 2026Q1: 7,653 shares; 2026Q2: 7,272 shares 7,272 $5.11M 0.07% -381 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 6,353 shares; 2025Q1: 64,349 shares; 2025Q2: 133,953 shares; 2025Q3: 119,369 shares; 2025Q4: 103,201 shares; 2026Q1: 96,428 shares; 2026Q2: 104,788 shares 104,788 $5.03M 0.07% +8,360 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,367 shares; 2024Q4: 308,430 shares; 2025Q1: 297,428 shares; 2025Q2: 296,602 shares; 2025Q3: 296,702 shares; 2025Q4: 247,249 shares; 2026Q1: 248,524 shares; 2026Q2: 242,075 shares 242,075 $5.01M 0.07% -6,449 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 36,212 shares; 2026Q1: 48,202 shares; 2026Q2: 51,914 shares 51,914 $5.01M 0.07% +3,712 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,098 shares; 2024Q4: 7,155 shares; 2025Q1: 7,086 shares; 2025Q2: 6,761 shares; 2025Q3: 16,858 shares; 2025Q4: 15,526 shares; 2026Q1: 14,915 shares; 2026Q2: 15,105 shares 15,105 $4.99M 0.07% +190 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,453 shares; 2024Q4: 26,921 shares; 2025Q1: 25,044 shares; 2025Q2: 24,604 shares; 2025Q3: 24,341 shares; 2025Q4: 27,992 shares; 2026Q1: 23,258 shares; 2026Q2: 22,528 shares 22,528 $4.98M 0.07% -730 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,859 shares; 2024Q4: 8,782 shares; 2025Q1: 8,128 shares; 2025Q2: 6,967 shares; 2025Q3: 5,814 shares; 2025Q4: 5,476 shares; 2026Q1: 8,505 shares; 2026Q2: 7,840 shares 7,840 $4.97M 0.07% -665 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,036 shares; 2024Q4: 4,152 shares; 2025Q1: 19,110 shares; 2025Q2: 24,996 shares; 2025Q3: 24,199 shares; 2025Q4: 24,184 shares; 2026Q1: 19,721 shares; 2026Q2: 5,876 shares 5,876 $4.93M 0.07% -13,845 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,559 shares; 2024Q4: 42,467 shares; 2025Q1: 40,177 shares; 2025Q2: 40,800 shares; 2025Q3: 40,591 shares; 2025Q4: 34,655 shares; 2026Q1: 31,442 shares; 2026Q2: 28,626 shares 28,626 $4.87M 0.07% -2,816 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,654 shares; 2024Q4: 79,738 shares; 2025Q1: 100,193 shares; 2025Q2: 94,465 shares; 2025Q3: 94,447 shares; 2025Q4: 83,684 shares; 2026Q1: 34,210 shares; 2026Q2: 31,381 shares 31,381 $4.86M 0.07% -2,829 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,943 shares; 2024Q4: 20,275 shares; 2025Q1: 14,464 shares; 2025Q2: 13,631 shares; 2025Q3: 13,599 shares; 2025Q4: 28,927 shares; 2026Q1: 22,638 shares; 2026Q2: 19,088 shares 19,088 $4.8M 0.07% -3,550 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,543 shares; 2024Q4: 9,223 shares; 2025Q1: 10,725 shares; 2025Q2: 9,006 shares; 2025Q3: 9,376 shares; 2025Q4: 8,695 shares; 2026Q1: 9,146 shares; 2026Q2: 9,208 shares 9,208 $4.74M 0.07% +62 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,911 shares; 2024Q4: 18,359 shares; 2025Q1: 17,371 shares; 2025Q2: 21,007 shares; 2025Q3: 20,862 shares; 2025Q4: 16,636 shares; 2026Q1: 17,097 shares; 2026Q2: 16,964 shares 16,964 $4.68M 0.06% -133 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 2,953 shares; 2025Q4: 393,456 shares; 2026Q1: 393,456 shares; 2026Q2: 355,577 shares 355,577 $4.61M 0.06% -37,879 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,754 shares; 2024Q4: 193,402 shares; 2025Q1: 176,016 shares; 2025Q2: 169,078 shares; 2025Q3: 160,662 shares; 2025Q4: 102,464 shares; 2026Q1: 48,056 shares; 2026Q2: 47,468 shares 47,468 $4.57M 0.06% -588 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,271 shares; 2024Q4: 22,945 shares; 2025Q1: 22,238 shares; 2025Q2: 21,696 shares; 2025Q3: 22,394 shares; 2025Q4: 21,171 shares; 2026Q1: 20,616 shares; 2026Q2: 16,397 shares 16,397 $4.57M 0.06% -4,219 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,813 shares; 2024Q4: 14,755 shares; 2025Q1: 12,906 shares; 2025Q2: 29,019 shares; 2025Q3: 18,524 shares; 2025Q4: 16,921 shares; 2026Q1: 16,527 shares; 2026Q2: 17,007 shares 17,007 $4.56M 0.06% +480 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,078 shares; 2024Q4: 37,773 shares; 2025Q1: 37,717 shares; 2025Q2: 37,542 shares; 2025Q3: 35,872 shares; 2025Q4: 29,570 shares; 2026Q1: 29,506 shares; 2026Q2: 27,826 shares 27,826 $4.51M 0.06% -1,680 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,120 shares; 2024Q4: 15,757 shares; 2025Q1: 13,962 shares; 2025Q2: 14,037 shares; 2025Q3: 14,713 shares; 2025Q4: 62,512 shares; 2026Q1: 50,999 shares; 2026Q2: 45,367 shares 45,367 $4.5M 0.06% -5,632 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,950 shares; 2024Q4: 81,848 shares; 2025Q1: 55,746 shares; 2025Q2: 50,082 shares; 2025Q3: 62,713 shares; 2025Q4: 61,175 shares; 2026Q1: 69,942 shares; 2026Q2: 61,825 shares 61,825 $4.46M 0.06% -8,117 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,375 shares; 2024Q4: 44,170 shares; 2025Q1: 45,729 shares; 2025Q2: 55,999 shares; 2025Q3: 57,588 shares; 2025Q4: 62,373 shares; 2026Q1: 62,106 shares; 2026Q2: 59,216 shares 59,216 $4.35M 0.06% -2,890 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,720 shares; 2024Q4: 29,417 shares; 2025Q1: 29,540 shares; 2025Q2: 28,279 shares; 2025Q3: 21,357 shares; 2025Q4: 18,795 shares; 2026Q1: 18,143 shares; 2026Q2: 74,754 shares 74,754 $4.32M 0.06% +56,611 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,247 shares; 2024Q4: 67,585 shares; 2025Q1: 68,467 shares; 2025Q2: 69,385 shares; 2025Q3: 70,369 shares; 2025Q4: 70,369 shares; 2026Q1: 68,569 shares; 2026Q2: 82,433 shares 82,433 $4.32M 0.06% +13,864 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 8,167 shares; 2025Q3: 13,792 shares; 2025Q4: 12,885 shares; 2026Q1: 12,730 shares; 2026Q2: 12,508 shares 12,508 $4.23M 0.06% -222 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,256 shares; 2024Q4: 17,809 shares; 2025Q1: 16,306 shares; 2025Q2: 16,362 shares; 2025Q3: 15,913 shares; 2025Q4: 12,681 shares; 2026Q1: 13,144 shares; 2026Q2: 19,392 shares 19,392 $4.2M 0.06% +6,248 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,845 shares; 2024Q4: 6,298 shares; 2025Q1: 6,185 shares; 2025Q2: 6,355 shares; 2025Q3: 7,194 shares; 2025Q4: 24,822 shares; 2026Q1: 29,431 shares; 2026Q2: 29,953 shares 29,953 $4.19M 0.06% +522 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,352 shares; 2024Q4: 9,311 shares; 2025Q1: 13,919 shares; 2025Q2: 13,693 shares; 2025Q3: 13,230 shares; 2025Q4: 12,159 shares; 2026Q1: 11,246 shares; 2026Q2: 11,085 shares 11,085 $4.18M 0.06% -161 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,818 shares; 2024Q4: 22,908 shares; 2025Q1: 35,313 shares; 2025Q2: 34,523 shares; 2025Q3: 29,296 shares; 2025Q4: 26,111 shares; 2026Q1: 26,408 shares; 2026Q2: 25,914 shares 25,914 $4.11M 0.06% -494 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,648 shares; 2024Q4: 54,746 shares; 2025Q1: 53,022 shares; 2025Q2: 50,832 shares; 2025Q3: 49,653 shares; 2025Q4: 45,798 shares; 2026Q1: 45,619 shares; 2026Q2: 44,884 shares 44,884 $4.09M 0.06% -735 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,490 shares; 2024Q4: 22,375 shares; 2025Q1: 22,174 shares; 2025Q2: 28,942 shares; 2025Q3: 29,401 shares; 2025Q4: 24,883 shares; 2026Q1: 24,441 shares; 2026Q2: 34,410 shares 34,410 $4.05M 0.06% +9,969 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,502 shares; 2024Q4: 138,925 shares; 2025Q1: 105,454 shares; 2025Q2: 70,869 shares; 2025Q3: 63,847 shares; 2025Q4: 54,171 shares; 2026Q1: 53,296 shares; 2026Q2: 51,284 shares 51,284 $4.04M 0.06% -2,012 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,769 shares; 2024Q4: 16,780 shares; 2025Q1: 15,894 shares; 2025Q2: 15,839 shares; 2025Q3: 16,269 shares; 2025Q4: 15,604 shares; 2026Q1: 16,571 shares; 2026Q2: 16,389 shares 16,389 $4.04M 0.06% -182 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,207 shares; 2024Q4: 37,881 shares; 2025Q1: 34,547 shares; 2025Q2: 35,019 shares; 2025Q3: 40,316 shares; 2025Q4: 33,930 shares; 2026Q1: 33,088 shares; 2026Q2: 32,690 shares 32,690 $4.02M 0.06% -398 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,452 shares; 2024Q4: 30,575 shares; 2025Q1: 27,633 shares; 2025Q2: 26,147 shares; 2025Q3: 26,687 shares; 2025Q4: 24,285 shares; 2026Q1: 26,197 shares; 2026Q2: 18,249 shares 18,249 $4.02M 0.06% -7,948 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,095 shares; 2024Q4: 23,095 shares; 2025Q1: 25,095 shares; 2025Q2: 26,231 shares; 2025Q3: 21,395 shares; 2025Q4: 19,245 shares; 2026Q1: 19,095 shares; 2026Q2: 20,090 shares 20,090 $3.91M 0.05% +995 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,931 shares; 2024Q4: 18,105 shares; 2025Q1: 11,458 shares; 2025Q2: 11,069 shares; 2025Q3: 10,730 shares; 2025Q4: 9,930 shares; 2026Q1: 7,191 shares; 2026Q2: 15,119 shares 15,119 $3.87M 0.05% +7,928 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,776 shares; 2024Q4: 71,417 shares; 2025Q1: 102,120 shares; 2025Q2: 100,520 shares; 2025Q3: 103,745 shares; 2025Q4: 104,469 shares; 2026Q1: 105,241 shares; 2026Q2: 104,782 shares 104,782 $3.85M 0.05% -459 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,706 shares; 2025Q1: 14,072 shares; 2025Q2: 110,155 shares; 2025Q3: 163,896 shares; 2025Q4: 147,390 shares; 2026Q1: 142,677 shares; 2026Q2: 140,113 shares 140,113 $3.85M 0.05% -2,564 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,469 shares; 2024Q4: 47,048 shares; 2025Q1: 50,139 shares; 2025Q2: 47,922 shares; 2025Q3: 45,548 shares; 2025Q4: 70,118 shares; 2026Q1: 69,535 shares; 2026Q2: 67,466 shares 67,466 $3.8M 0.05% -2,069 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,609 shares; 2024Q4: 5,588 shares; 2025Q1: 7,749 shares; 2025Q2: 7,892 shares; 2025Q3: 7,766 shares; 2025Q4: 7,147 shares; 2026Q1: 6,974 shares; 2026Q2: 6,977 shares 6,977 $3.78M 0.05% +3 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,074 shares; 2024Q4: 23,662 shares; 2025Q1: 24,432 shares; 2025Q2: 22,780 shares; 2025Q3: 21,692 shares; 2025Q4: 21,217 shares; 2026Q1: 20,856 shares; 2026Q2: 22,844 shares 22,844 $3.75M 0.05% +1,988 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,956 shares; 2025Q4: 31,454 shares; 2026Q1: 47,426 shares; 2026Q2: 46,975 shares 46,975 $3.75M 0.05% -451 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,263 shares; 2024Q4: 64,417 shares; 2025Q1: 64,093 shares; 2025Q2: 60,652 shares; 2025Q3: 55,969 shares; 2025Q4: 48,539 shares; 2026Q1: 47,803 shares; 2026Q2: 46,570 shares 46,570 $3.67M 0.05% -1,233 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,396 shares; 2024Q4: 36,087 shares; 2025Q1: 33,507 shares; 2025Q2: 20,356 shares; 2025Q3: 21,375 shares; 2025Q4: 21,228 shares; 2026Q1: 11,417 shares; 2026Q2: 11,317 shares 11,317 $3.56M 0.05% -100 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,488 shares; 2024Q4: 282,582 shares; 2025Q1: 421,611 shares; 2025Q2: 696,613 shares; 2025Q3: 685,983 shares; 2025Q4: 369,805 shares; 2026Q1: 228,383 shares; 2026Q2: 222,511 shares 222,511 $3.53M 0.05% -5,872 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,958 shares; 2024Q4: 24,821 shares; 2025Q1: 22,249 shares; 2025Q2: 23,867 shares; 2025Q3: 24,014 shares; 2025Q4: 19,123 shares; 2026Q1: 17,513 shares; 2026Q2: 16,110 shares 16,110 $3.52M 0.05% -1,403 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,060 shares; 2024Q4: 23,643 shares; 2025Q1: 23,878 shares; 2025Q2: 17,559 shares; 2025Q3: 17,816 shares; 2025Q4: 11,254 shares; 2026Q1: 13,149 shares; 2026Q2: 11,691 shares 11,691 $3.48M 0.05% -1,458 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,260 shares; 2024Q4: 43,968 shares; 2025Q1: 40,858 shares; 2025Q2: 40,565 shares; 2025Q3: 41,026 shares; 2025Q4: 36,145 shares; 2026Q1: 38,477 shares; 2026Q2: 37,959 shares 37,959 $3.48M 0.05% -518 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,115 shares; 2024Q4: 23,766 shares; 2025Q1: 20,857 shares; 2025Q2: 16,405 shares; 2025Q3: 16,488 shares; 2025Q4: 15,231 shares; 2026Q1: 15,776 shares; 2026Q2: 15,537 shares 15,537 $3.46M 0.05% -239 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,853 shares; 2024Q4: 155,586 shares; 2025Q1: 190,558 shares; 2025Q2: 184,558 shares; 2025Q3: 179,134 shares; 2025Q4: 157,191 shares; 2026Q1: 150,314 shares; 2026Q2: 149,085 shares 149,085 $3.44M 0.05% -1,229 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,982 shares; 2024Q4: 2,951 shares; 2025Q1: 2,940 shares; 2025Q2: 2,948 shares; 2025Q3: 2,634 shares; 2025Q4: 2,544 shares; 2026Q1: 2,529 shares; 2026Q2: 2,512 shares 2,512 $3.42M 0.05% -17 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,418 shares; 2024Q4: 23,269 shares; 2025Q1: 22,380 shares; 2025Q2: 22,515 shares; 2025Q3: 19,590 shares; 2025Q4: 17,237 shares; 2026Q1: 16,832 shares; 2026Q2: 15,222 shares 15,222 $3.41M 0.05% -1,610 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: 114 shares; 2025Q1: not reported; 2025Q2: 143,327 shares; 2025Q3: 141,978 shares; 2025Q4: 84,393 shares; 2026Q1: 132,485 shares; 2026Q2: 158,731 shares 158,731 $3.4M 0.05% +26,246 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,316 shares; 2024Q4: 5,398 shares; 2025Q1: 5,338 shares; 2025Q2: 8,725 shares; 2025Q3: 9,505 shares; 2025Q4: 8,480 shares; 2026Q1: 8,535 shares; 2026Q2: 8,552 shares 8,552 $3.4M 0.05% +17 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,303 shares; 2024Q4: 8,793 shares; 2025Q1: 8,062 shares; 2025Q2: 5,622 shares; 2025Q3: 5,290 shares; 2025Q4: 2,970 shares; 2026Q1: 8,455 shares; 2026Q2: 10,221 shares 10,221 $3.38M 0.05% +1,766 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,334 shares; 2024Q4: 57,919 shares; 2025Q1: 57,414 shares; 2025Q2: 56,294 shares; 2025Q3: 55,354 shares; 2025Q4: 62,013 shares; 2026Q1: 61,790 shares; 2026Q2: 61,437 shares 61,437 $3.36M 0.05% -353 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,706 shares; 2024Q4: 132,022 shares; 2025Q1: 130,098 shares; 2025Q2: 59,076 shares; 2025Q3: 46,206 shares; 2025Q4: 42,372 shares; 2026Q1: 42,012 shares; 2026Q2: 41,074 shares 41,074 $3.33M 0.05% -938 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,485 shares; 2024Q4: 27,080 shares; 2025Q1: 27,020 shares; 2025Q2: 26,354 shares; 2025Q3: 25,755 shares; 2025Q4: 25,685 shares; 2026Q1: 25,547 shares; 2026Q2: 25,161 shares 25,161 $3.31M 0.05% -386 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,610 shares; 2024Q4: 12,510 shares; 2025Q1: 13,241 shares; 2025Q2: 14,359 shares; 2025Q3: 16,239 shares; 2025Q4: 19,463 shares; 2026Q1: 19,929 shares; 2026Q2: 26,527 shares 26,527 $3.31M 0.05% +6,598 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 8,442 shares; 2025Q3: 8,105 shares; 2025Q4: 7,315 shares; 2026Q1: 7,067 shares; 2026Q2: 6,829 shares 6,829 $3.3M 0.05% -238 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,853 shares; 2024Q4: 7,785 shares; 2025Q1: 7,100 shares; 2025Q2: 8,254 shares; 2025Q3: 7,038 shares; 2025Q4: 5,867 shares; 2026Q1: 5,935 shares; 2026Q2: 6,560 shares 6,560 $3.26M 0.04% +625 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,252 shares; 2024Q4: 1,303 shares; 2025Q1: 2,136 shares; 2025Q2: 2,836 shares; 2025Q3: 811 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 73,930 shares 73,930 $3.26M 0.04% +73,274 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,127 shares; 2024Q4: 15,222 shares; 2025Q1: 13,849 shares; 2025Q2: 13,833 shares; 2025Q3: 14,366 shares; 2025Q4: 12,507 shares; 2026Q1: 12,078 shares; 2026Q2: 11,930 shares 11,930 $3.23M 0.04% -148 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 4,415 shares; 2025Q1: 4,341 shares; 2025Q2: 4,561 shares; 2025Q3: 4,424 shares; 2025Q4: 4,328 shares; 2026Q1: 4,257 shares; 2026Q2: 4,290 shares 4,290 $3.06M 0.04% +33 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,405 shares; 2024Q4: 23,508 shares; 2025Q1: 23,480 shares; 2025Q2: 23,579 shares; 2025Q3: 23,880 shares; 2025Q4: 22,264 shares; 2026Q1: 19,127 shares; 2026Q2: 19,109 shares 19,109 $3.04M 0.04% -18 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 3,003 shares; 2025Q1: 5,800 shares; 2025Q2: 9,484 shares; 2025Q3: 6,953 shares; 2025Q4: 5,617 shares; 2026Q1: 5,694 shares; 2026Q2: 5,763 shares 5,763 $3.02M 0.04% +69 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 15,150 shares; 2025Q2: 63,975 shares; 2025Q3: 63,543 shares; 2025Q4: 53,849 shares; 2026Q1: 56,331 shares; 2026Q2: 55,213 shares 55,213 $3M 0.04% -1,118 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,355 shares; 2026Q1: 55,355 shares; 2026Q2: 55,355 shares 55,355 $2.94M 0.04% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,533 shares; 2024Q4: 23,512 shares; 2025Q1: 23,448 shares; 2025Q2: 22,642 shares; 2025Q3: 25,104 shares; 2025Q4: 25,140 shares; 2026Q1: 24,116 shares; 2026Q2: 24,911 shares 24,911 $2.92M 0.04% +795 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,197 shares; 2024Q4: 71,612 shares; 2025Q1: 72,006 shares; 2025Q2: 71,867 shares; 2025Q3: 69,310 shares; 2025Q4: 65,973 shares; 2026Q1: 61,236 shares; 2026Q2: 60,812 shares 60,812 $2.87M 0.04% -424 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,685 shares; 2025Q4: 9,673 shares; 2026Q1: 6,088 shares; 2026Q2: 5,872 shares 5,872 $2.84M 0.04% -216 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,423 shares; 2024Q4: 10,339 shares; 2025Q1: 9,669 shares; 2025Q2: 8,505 shares; 2025Q3: 7,791 shares; 2025Q4: 8,414 shares; 2026Q1: 6,576 shares; 2026Q2: 44,894 shares 44,894 $2.82M 0.04% +38,318 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,007 shares; 2025Q4: 36,007 shares; 2026Q1: 36,054 shares; 2026Q2: 36,000 shares 36,000 $2.82M 0.04% -54 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,238 shares; 2024Q4: 27,547 shares; 2025Q1: 27,262 shares; 2025Q2: 27,066 shares; 2025Q3: 24,407 shares; 2025Q4: 21,289 shares; 2026Q1: 19,996 shares; 2026Q2: 12,775 shares 12,775 $2.82M 0.04% -7,221 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; 2024Q3: 8,960 shares; 2024Q4: 7,550 shares; 2025Q1: 7,477 shares; 2025Q2: 7,398 shares; 2025Q3: 7,269 shares; 2025Q4: 7,189 shares; 2026Q1: 7,104 shares; 2026Q2: 7,099 shares 7,099 $2.82M 0.04% -5 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,099 shares; 2024Q4: 9,066 shares; 2025Q1: 9,081 shares; 2025Q2: 8,901 shares; 2025Q3: 18,385 shares; 2025Q4: 12,466 shares; 2026Q1: 15,900 shares; 2026Q2: 15,537 shares 15,537 $2.79M 0.04% -363 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,560 shares; 2024Q4: 33,119 shares; 2025Q1: 25,674 shares; 2025Q2: 25,578 shares; 2025Q3: 25,278 shares; 2025Q4: 23,346 shares; 2026Q1: 12,232 shares; 2026Q2: 11,957 shares 11,957 $2.79M 0.04% -275 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,488 shares; 2024Q4: 26,648 shares; 2025Q1: 18,062 shares; 2025Q2: 18,705 shares; 2025Q3: 19,860 shares; 2025Q4: 16,155 shares; 2026Q1: 16,619 shares; 2026Q2: 13,529 shares 13,529 $2.77M 0.04% -3,090 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,767 shares; 2026Q2: 117,212 shares 117,212 $2.77M 0.04% +35,445 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 862 shares; 2025Q3: 1,812 shares; 2025Q4: 1,529 shares; 2026Q1: 1,524 shares; 2026Q2: 6,422 shares 6,422 $2.77M 0.04% +4,898 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,341 shares; 2024Q4: 24,493 shares; 2025Q1: 23,716 shares; 2025Q2: 26,806 shares; 2025Q3: 27,055 shares; 2025Q4: 11,866 shares; 2026Q1: 13,523 shares; 2026Q2: 25,708 shares 25,708 $2.76M 0.04% +12,185 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,438 shares; 2024Q4: 17,029 shares; 2025Q1: 13,955 shares; 2025Q2: 13,693 shares; 2025Q3: 17,529 shares; 2025Q4: 14,213 shares; 2026Q1: 11,682 shares; 2026Q2: 10,506 shares 10,506 $2.74M 0.04% -1,176 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; 2024Q3: 40,367 shares; 2024Q4: 40,259 shares; 2025Q1: 40,503 shares; 2025Q2: 39,355 shares; 2025Q3: 39,357 shares; 2025Q4: 37,529 shares; 2026Q1: 35,769 shares; 2026Q2: 35,476 shares 35,476 $2.74M 0.04% -293 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,641 shares; 2024Q4: 36,404 shares; 2025Q1: 35,004 shares; 2025Q2: 34,518 shares; 2025Q3: 34,499 shares; 2025Q4: 31,475 shares; 2026Q1: 30,139 shares; 2026Q2: 28,580 shares 28,580 $2.74M 0.04% -1,559 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; 2024Q3: 10,051 shares; 2024Q4: 9,574 shares; 2025Q1: 9,426 shares; 2025Q2: 9,422 shares; 2025Q3: 8,991 shares; 2025Q4: 9,158 shares; 2026Q1: 9,091 shares; 2026Q2: 9,086 shares 9,086 $2.72M 0.04% -5 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 8,117 shares; 2025Q3: 7,917 shares; 2025Q4: 5,880 shares; 2026Q1: 7,251 shares; 2026Q2: 6,474 shares 6,474 $2.69M 0.04% -777 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; 2024Q3: 22,334 shares; 2024Q4: 21,938 shares; 2025Q1: 21,908 shares; 2025Q2: 19,093 shares; 2025Q3: 18,150 shares; 2025Q4: 17,989 shares; 2026Q1: 17,920 shares; 2026Q2: 17,920 shares 17,920 $2.69M 0.04% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 11,000 shares; 2026Q2: 16,000 shares 16,000 $2.69M 0.04% +5,000 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,684 shares; 2024Q4: 98,444 shares; 2025Q1: 202,586 shares; 2025Q2: 104,597 shares; 2025Q3: 209,672 shares; 2025Q4: 338,504 shares; 2026Q1: 345,813 shares; 2026Q2: 83,612 shares 83,612 $2.67M 0.04% -262,201 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,599 shares; 2024Q4: 64,623 shares; 2025Q1: 57,289 shares; 2025Q2: 47,143 shares; 2025Q3: 49,489 shares; 2025Q4: 33,705 shares; 2026Q1: 36,858 shares; 2026Q2: 37,061 shares 37,061 $2.66M 0.04% +203 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,048 shares 112,048 $2.66M 0.04% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,773 shares; 2024Q4: 12,669 shares; 2025Q1: 11,258 shares; 2025Q2: 11,357 shares; 2025Q3: 10,741 shares; 2025Q4: 10,000 shares; 2026Q1: 8,215 shares; 2026Q2: 5,777 shares 5,777 $2.65M 0.04% -2,438 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,652 shares; 2024Q4: 96,462 shares; 2025Q1: 91,741 shares; 2025Q2: 90,637 shares; 2025Q3: 59,707 shares; 2025Q4: 54,865 shares; 2026Q1: 53,474 shares; 2026Q2: 53,553 shares 53,553 $2.55M 0.04% +79 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,915 shares; 2024Q4: 19,838 shares; 2025Q1: 15,991 shares; 2025Q2: 13,757 shares; 2025Q3: 12,415 shares; 2025Q4: 9,266 shares; 2026Q1: 3,092 shares; 2026Q2: 3,320 shares 3,320 $2.53M 0.03% +228 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,850 shares; 2024Q4: 23,850 shares; 2025Q1: 23,850 shares; 2025Q2: 23,850 shares; 2025Q3: 23,850 shares; 2025Q4: 23,850 shares; 2026Q1: 23,850 shares; 2026Q2: 23,850 shares 23,850 $2.52M 0.03% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,912 shares; 2024Q4: 8,889 shares; 2025Q1: 8,974 shares; 2025Q2: 8,622 shares; 2025Q3: 8,173 shares; 2025Q4: 7,376 shares; 2026Q1: 6,937 shares; 2026Q2: 6,700 shares 6,700 $2.5M 0.03% -237 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,297 shares; 2025Q1: 3,171 shares; 2025Q2: 2,988 shares; 2025Q3: 3,042 shares; 2025Q4: 3,066 shares; 2026Q1: 20,702 shares; 2026Q2: 20,641 shares 20,641 $2.5M 0.03% -61 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,702 shares; 2024Q4: 31,569 shares; 2025Q1: 28,477 shares; 2025Q2: 26,431 shares; 2025Q3: 25,254 shares; 2025Q4: 24,344 shares; 2026Q1: 24,015 shares; 2026Q2: 24,023 shares 24,023 $2.49M 0.03% +8 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 1,200 shares; 2025Q1: 1,006 shares; 2025Q2: 1,026 shares; 2025Q3: 1,044 shares; 2025Q4: 908 shares; 2026Q1: 494 shares; 2026Q2: 13,887 shares 13,887 $2.48M 0.03% +13,393 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,470 shares; 2024Q4: 6,995 shares; 2025Q1: 7,128 shares; 2025Q2: 7,039 shares; 2025Q3: 6,683 shares; 2025Q4: 6,216 shares; 2026Q1: 6,514 shares; 2026Q2: 6,768 shares 6,768 $2.48M 0.03% +254 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; 2024Q3: 47,462 shares; 2024Q4: 46,942 shares; 2025Q1: 46,937 shares; 2025Q2: 46,774 shares; 2025Q3: 43,940 shares; 2025Q4: 45,762 shares; 2026Q1: 45,606 shares; 2026Q2: 49,511 shares 49,511 $2.48M 0.03% +3,905 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,677 shares; 2025Q1: 4,311 shares; 2025Q2: 58,132 shares; 2025Q3: 41,090 shares; 2025Q4: 37,022 shares; 2026Q1: 27,512 shares; 2026Q2: 26,801 shares 26,801 $2.47M 0.03% -711 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 18,798 shares; 2025Q3: 18,805 shares; 2025Q4: 16,491 shares; 2026Q1: 16,145 shares; 2026Q2: 16,429 shares 16,429 $2.44M 0.03% +284 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,959 shares; 2024Q4: 30,499 shares; 2025Q1: 30,451 shares; 2025Q2: 23,193 shares; 2025Q3: 20,878 shares; 2025Q4: 20,340 shares; 2026Q1: 20,123 shares; 2026Q2: 20,761 shares 20,761 $2.43M 0.03% +638 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,039 shares; 2024Q4: 6,916 shares; 2025Q1: 6,916 shares; 2025Q2: 6,916 shares; 2025Q3: 6,780 shares; 2025Q4: 6,775 shares; 2026Q1: 6,760 shares; 2026Q2: 6,753 shares 6,753 $2.43M 0.03% -7 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,838 shares; 2024Q4: not reported; 2025Q1: 148,846 shares; 2025Q2: 148,806 shares; 2025Q3: 145,132 shares; 2025Q4: 135,340 shares; 2026Q1: 116,439 shares; 2026Q2: 114,350 shares 114,350 $2.43M 0.03% -2,089 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,759 shares; 2025Q4: 29,342 shares; 2026Q1: 46,489 shares; 2026Q2: 59,394 shares 59,394 $2.38M 0.03% +12,905 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,765 shares; 2024Q4: 16,820 shares; 2025Q1: 15,996 shares; 2025Q2: 9,350 shares; 2025Q3: 9,238 shares; 2025Q4: 8,578 shares; 2026Q1: 8,190 shares; 2026Q2: 8,169 shares 8,169 $2.37M 0.03% -21 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,827 shares; 2024Q4: 14,860 shares; 2025Q1: 12,527 shares; 2025Q2: 15,157 shares; 2025Q3: 15,127 shares; 2025Q4: 14,524 shares; 2026Q1: 13,745 shares; 2026Q2: 10,927 shares 10,927 $2.37M 0.03% -2,818 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,995 shares; 2024Q4: 65,797 shares; 2025Q1: 63,832 shares; 2025Q2: 60,915 shares; 2025Q3: 64,555 shares; 2025Q4: 59,224 shares; 2026Q1: 93,807 shares; 2026Q2: 32,831 shares 32,831 $2.36M 0.03% -60,976 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,105 shares; 2024Q4: 51,105 shares; 2025Q1: 49,525 shares; 2025Q2: 50,525 shares; 2025Q3: 48,536 shares; 2025Q4: 51,536 shares; 2026Q1: 48,374 shares; 2026Q2: 48,339 shares 48,339 $2.35M 0.03% -35 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 33,045 shares; 2026Q2: 32,101 shares 32,101 $2.32M 0.03% -944 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,783 shares; 2024Q4: 9,767 shares; 2025Q1: 9,584 shares; 2025Q2: 7,801 shares; 2025Q3: 6,400 shares; 2025Q4: 5,465 shares; 2026Q1: 5,374 shares; 2026Q2: 98,297 shares 98,297 $2.32M 0.03% +92,923 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 20,794 shares; 2025Q2: 20,064 shares; 2025Q3: 19,424 shares; 2025Q4: 17,342 shares; 2026Q1: 50,821 shares; 2026Q2: 50,224 shares 50,224 $2.32M 0.03% -597 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,762 shares; 2024Q4: 40,786 shares; 2025Q1: 33,323 shares; 2025Q2: 32,005 shares; 2025Q3: 30,313 shares; 2025Q4: 27,424 shares; 2026Q1: 26,737 shares; 2026Q2: 25,799 shares 25,799 $2.31M 0.03% -938 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,761 shares; 2024Q4: 190,470 shares; 2025Q1: 127,484 shares; 2025Q2: 102,784 shares; 2025Q3: 103,725 shares; 2025Q4: 93,176 shares; 2026Q1: 93,914 shares; 2026Q2: 92,856 shares 92,856 $2.28M 0.03% -1,058 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,282 shares; 2024Q4: 28,262 shares; 2025Q1: 10,424 shares; 2025Q2: 6,045 shares; 2025Q3: 7,224 shares; 2025Q4: 6,778 shares; 2026Q1: 7,360 shares; 2026Q2: 7,092 shares 7,092 $2.26M 0.03% -268 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,941 shares; 2025Q1: 20,410 shares; 2025Q2: 17,622 shares; 2025Q3: 16,982 shares; 2025Q4: 15,221 shares; 2026Q1: 14,991 shares; 2026Q2: 11,580 shares 11,580 $2.26M 0.03% -3,411 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,400 shares; 2024Q4: 92,400 shares; 2025Q1: 101,660 shares; 2025Q2: 100,720 shares; 2025Q3: 100,720 shares; 2025Q4: 100,720 shares; 2026Q1: 100,720 shares; 2026Q2: 100,720 shares 100,720 $2.24M 0.03% 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; 2024Q3: 49,226 shares; 2024Q4: 47,631 shares; 2025Q1: 39,609 shares; 2025Q2: 34,096 shares; 2025Q3: 31,831 shares; 2025Q4: 23,373 shares; 2026Q1: 21,680 shares; 2026Q2: 21,248 shares 21,248 $2.17M 0.03% -432 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,467 shares; 2024Q4: 12,468 shares; 2025Q1: 12,249 shares; 2025Q2: 11,842 shares; 2025Q3: 11,405 shares; 2025Q4: 10,909 shares; 2026Q1: 7,678 shares; 2026Q2: 7,715 shares 7,715 $2.16M 0.03% +37 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 16 shares; 2025Q1: 19,536 shares; 2025Q2: 19,924 shares; 2025Q3: 20,093 shares; 2025Q4: 9,902 shares; 2026Q1: 18,531 shares; 2026Q2: 18,242 shares 18,242 $2.16M 0.03% -289 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 50,547 shares; 2025Q2: 53,634 shares; 2025Q3: 53,235 shares; 2025Q4: 38,092 shares; 2026Q1: 17,130 shares; 2026Q2: 17,220 shares 17,220 $2.13M 0.03% +90 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,815 shares; 2025Q4: 9,212 shares; 2026Q1: 21,381 shares; 2026Q2: 70,785 shares 70,785 $2.12M 0.03% +49,404 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,089 shares; 2026Q2: 13,151 shares 13,151 $2.11M 0.03% +62 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,496 shares; 2026Q1: 53,892 shares; 2026Q2: 23,938 shares 23,938 $2.08M 0.03% -29,954 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,975 shares; 2024Q4: 12,475 shares; 2025Q1: 17,593 shares; 2025Q2: 10,431 shares; 2025Q3: 9,356 shares; 2025Q4: 5,732 shares; 2026Q1: 8,808 shares; 2026Q2: 7,963 shares 7,963 $2.07M 0.03% -845 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,525 shares; 2024Q4: 54,096 shares; 2025Q1: 49,144 shares; 2025Q2: 49,788 shares; 2025Q3: 49,646 shares; 2025Q4: 45,550 shares; 2026Q1: 53,930 shares; 2026Q2: 53,177 shares 53,177 $2.07M 0.03% -753 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,811 shares; 2026Q1: 2,510 shares; 2026Q2: 12,641 shares 12,641 $2.06M 0.03% +10,131 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,752 shares; 2025Q1: 3,285 shares; 2025Q2: 2,395 shares; 2025Q3: 2,377 shares; 2025Q4: 1,884 shares; 2026Q1: 1,668 shares; 2026Q2: 1,716 shares 1,716 $2.05M 0.03% +48 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,724 shares; 2025Q3: 1,672 shares; 2025Q4: 1,660 shares; 2026Q1: 1,563 shares; 2026Q2: 8,018 shares 8,018 $2.04M 0.03% +6,455 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,794 shares; 2024Q4: 27,846 shares; 2025Q1: 27,099 shares; 2025Q2: 26,659 shares; 2025Q3: 26,264 shares; 2025Q4: 24,180 shares; 2026Q1: 17,226 shares; 2026Q2: 17,438 shares 17,438 $2.04M 0.03% +212 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,039 shares; 2024Q4: 45,329 shares; 2025Q1: 33,924 shares; 2025Q2: 30,151 shares; 2025Q3: 27,785 shares; 2025Q4: 26,119 shares; 2026Q1: 20,093 shares; 2026Q2: 12,000 shares 12,000 $2.01M 0.03% -8,093 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,295 shares; 2024Q4: 52,457 shares; 2025Q1: 30,857 shares; 2025Q2: 29,730 shares; 2025Q3: 28,639 shares; 2025Q4: 19,733 shares; 2026Q1: 28,111 shares; 2026Q2: 20,545 shares 20,545 $1.99M 0.03% -7,566 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,073 shares; 2024Q4: 124,661 shares; 2025Q1: 118,651 shares; 2025Q2: 116,490 shares; 2025Q3: 131,359 shares; 2025Q4: 120,049 shares; 2026Q1: 93,196 shares; 2026Q2: 82,045 shares 82,045 $1.98M 0.03% -11,151 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,076 shares; 2024Q4: 113,045 shares; 2025Q1: 101,801 shares; 2025Q2: 103,387 shares; 2025Q3: 31,274 shares; 2025Q4: 136,555 shares; 2026Q1: 126,546 shares; 2026Q2: 40,131 shares 40,131 $1.94M 0.03% -86,415 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,209 shares; 2024Q4: 20,852 shares; 2025Q1: 22,662 shares; 2025Q2: 21,411 shares; 2025Q3: 20,280 shares; 2025Q4: 14,868 shares; 2026Q1: 9,719 shares; 2026Q2: 8,918 shares 8,918 $1.93M 0.03% -801 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,409 shares; 2024Q4: 175,382 shares; 2025Q1: 5,382 shares; 2025Q2: 341,182 shares; 2025Q3: 379,807 shares; 2025Q4: 353,993 shares; 2026Q1: 388,966 shares; 2026Q2: 103,966 shares 103,966 $1.91M 0.03% -285,000 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,827 shares; 2024Q4: 3,677 shares; 2025Q1: 3,666 shares; 2025Q2: 3,670 shares; 2025Q3: 3,351 shares; 2025Q4: 3,292 shares; 2026Q1: 4,078 shares; 2026Q2: 4,211 shares 4,211 $1.91M 0.03% +133 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,750 shares; 2025Q3: 50,874 shares; 2025Q4: 39,480 shares; 2026Q1: 36,460 shares; 2026Q2: 36,265 shares 36,265 $1.91M 0.03% -195 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,329 shares; 2026Q1: 62,693 shares; 2026Q2: 21,515 shares 21,515 $1.91M 0.03% -41,178 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,955 shares; 2024Q4: 28,038 shares; 2025Q1: 25,360 shares; 2025Q2: 27,153 shares; 2025Q3: 27,311 shares; 2025Q4: 26,025 shares; 2026Q1: 14,968 shares; 2026Q2: 14,517 shares 14,517 $1.88M 0.03% -451 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,088 shares; 2024Q4: 24,500 shares; 2025Q1: 24,053 shares; 2025Q2: 10,499 shares; 2025Q3: 10,178 shares; 2025Q4: 3,317 shares; 2026Q1: 5,308 shares; 2026Q2: 5,148 shares 5,148 $1.87M 0.03% -160 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,972 shares; 2024Q4: 28,851 shares; 2025Q1: 27,464 shares; 2025Q2: 27,516 shares; 2025Q3: 27,372 shares; 2025Q4: 24,372 shares; 2026Q1: 16,917 shares; 2026Q2: 16,735 shares 16,735 $1.84M 0.03% -182 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,821 shares; 2024Q4: 3,710 shares; 2025Q1: 2,715 shares; 2025Q2: 2,750 shares; 2025Q3: 1,851 shares; 2025Q4: 1,793 shares; 2026Q1: 1,753 shares; 2026Q2: 1,758 shares 1,758 $1.83M 0.03% +5 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,566 shares; 2024Q4: 8,836 shares; 2025Q1: 9,000 shares; 2025Q2: 8,994 shares; 2025Q3: 8,597 shares; 2025Q4: 7,773 shares; 2026Q1: 7,489 shares; 2026Q2: 7,494 shares 7,494 $1.82M 0.03% +5 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,115 shares; 2024Q4: 8,161 shares; 2025Q1: 8,177 shares; 2025Q2: 8,158 shares; 2025Q3: 8,252 shares; 2025Q4: 7,987 shares; 2026Q1: 7,990 shares; 2026Q2: 8,079 shares 8,079 $1.81M 0.02% +89 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,254 shares; 2024Q4: 25,281 shares; 2025Q1: 25,332 shares; 2025Q2: 24,352 shares; 2025Q3: 23,062 shares; 2025Q4: 20,684 shares; 2026Q1: 16,696 shares; 2026Q2: 16,067 shares 16,067 $1.81M 0.02% -629 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,716 shares; 2024Q4: 9,501 shares; 2025Q1: 9,369 shares; 2025Q2: 7,419 shares; 2025Q3: 8,375 shares; 2025Q4: 7,864 shares; 2026Q1: 7,714 shares; 2026Q2: 7,564 shares 7,564 $1.79M 0.02% -150 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,950 shares; 2024Q4: 2,548 shares; 2025Q1: 1,993 shares; 2025Q2: 1,834 shares; 2025Q3: 3,585 shares; 2025Q4: 4,875 shares; 2026Q1: 9,239 shares; 2026Q2: 18,418 shares 18,418 $1.78M 0.02% +9,179 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,693 shares; 2024Q4: 63,281 shares; 2025Q1: 67,224 shares; 2025Q2: 65,109 shares; 2025Q3: 61,812 shares; 2025Q4: 43,487 shares; 2026Q1: 54,635 shares; 2026Q2: 53,000 shares 53,000 $1.78M 0.02% -1,635 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,166 shares; 2024Q4: 5,279 shares; 2025Q1: 8,944 shares; 2025Q2: 7,736 shares; 2025Q3: 7,168 shares; 2025Q4: 7,301 shares; 2026Q1: 9,942 shares; 2026Q2: 3,142 shares 3,142 $1.76M 0.02% -6,800 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,882 shares; 2024Q4: 26,408 shares; 2025Q1: 12,290 shares; 2025Q2: 11,985 shares; 2025Q3: 12,436 shares; 2025Q4: 10,939 shares; 2026Q1: 10,437 shares; 2026Q2: 10,916 shares 10,916 $1.75M 0.02% +479 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,218 shares; 2024Q4: 105,884 shares; 2025Q1: 105,094 shares; 2025Q2: 40,706 shares; 2025Q3: 39,291 shares; 2025Q4: 29,345 shares; 2026Q1: 29,623 shares; 2026Q2: 15,999 shares 15,999 $1.73M 0.02% -13,624 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,020 shares; 2024Q4: 31,891 shares; 2025Q1: 25,466 shares; 2025Q2: 13,718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,502 shares; 2026Q2: 4,377 shares 4,377 $1.73M 0.02% -125 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; 2024Q3: 43,642 shares; 2024Q4: 43,604 shares; 2025Q1: 41,500 shares; 2025Q2: 27,376 shares; 2025Q3: 27,343 shares; 2025Q4: 20,403 shares; 2026Q1: 7,750 shares; 2026Q2: 8,111 shares 8,111 $1.72M 0.02% +361 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares; 2025Q4: 2,871 shares; 2026Q1: 2,831 shares; 2026Q2: 4,169 shares 4,169 $1.67M 0.02% +1,338 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; 2024Q3: 3,275 shares; 2024Q4: 3,246 shares; 2025Q1: 2,785 shares; 2025Q2: 2,807 shares; 2025Q3: 2,704 shares; 2025Q4: 2,370 shares; 2026Q1: 2,969 shares; 2026Q2: 3,164 shares 3,164 $1.67M 0.02% +195 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203 shares; 2025Q4: not reported; 2026Q1: 21,720 shares; 2026Q2: 21,734 shares 21,734 $1.66M 0.02% +14 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,904 shares; 2024Q4: 28,643 shares; 2025Q1: 30,783 shares; 2025Q2: 18,575 shares; 2025Q3: 14,297 shares; 2025Q4: 28,576 shares; 2026Q1: 28,841 shares; 2026Q2: 31,217 shares 31,217 $1.66M 0.02% +2,376 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683 shares; 2024Q4: 681 shares; 2025Q1: 680 shares; 2025Q2: 486 shares; 2025Q3: 504 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 517 shares 517 $1.65M 0.02% +37 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,075 shares; 2024Q4: 7,106 shares; 2025Q1: 7,120 shares; 2025Q2: 6,838 shares; 2025Q3: 6,515 shares; 2025Q4: 5,907 shares; 2026Q1: 5,766 shares; 2026Q2: 5,557 shares 5,557 $1.64M 0.02% -209 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,971 shares; 2024Q4: 3,967 shares; 2025Q1: 3,975 shares; 2025Q2: 3,769 shares; 2025Q3: 3,630 shares; 2025Q4: 3,723 shares; 2026Q1: 6,350 shares; 2026Q2: 11,194 shares 11,194 $1.64M 0.02% +4,844 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,899 shares; 2024Q4: 3,875 shares; 2025Q1: 3,381 shares; 2025Q2: 3,439 shares; 2025Q3: 3,461 shares; 2025Q4: 3,070 shares; 2026Q1: 2,950 shares; 2026Q2: 2,920 shares 2,920 $1.64M 0.02% -30 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,698 shares; 2024Q4: 24,583 shares; 2025Q1: 23,872 shares; 2025Q2: 19,049 shares; 2025Q3: 18,825 shares; 2025Q4: 7,100 shares; 2026Q1: 7,098 shares; 2026Q2: 6,813 shares 6,813 $1.62M 0.02% -285 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,547 shares; 2024Q4: 34,603 shares; 2025Q1: 16,121 shares; 2025Q2: 14,848 shares; 2025Q3: 13,015 shares; 2025Q4: 10,173 shares; 2026Q1: 11,587 shares; 2026Q2: 11,409 shares 11,409 $1.6M 0.02% -178 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,080 shares; 2026Q2: 34,858 shares 34,858 $1.6M 0.02% +778 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,904 shares; 2024Q4: 18,909 shares; 2025Q1: 17,752 shares; 2025Q2: 26,031 shares; 2025Q3: 22,901 shares; 2025Q4: 24,356 shares; 2026Q1: 24,758 shares; 2026Q2: 20,571 shares 20,571 $1.6M 0.02% -4,187 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,128 shares; 2026Q1: 23,856 shares; 2026Q2: 34,705 shares 34,705 $1.6M 0.02% +10,849 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,328 shares; 2025Q1: 4,596 shares; 2025Q2: 4,021 shares; 2025Q3: 4,678 shares; 2025Q4: 4,613 shares; 2026Q1: 4,613 shares; 2026Q2: 4,613 shares 4,613 $1.59M 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 2,836 shares; 2025Q1: 8,354 shares; 2025Q2: 12,600 shares; 2025Q3: 23,151 shares; 2025Q4: 14,471 shares; 2026Q1: 21,015 shares; 2026Q2: 30,026 shares 30,026 $1.58M 0.02% +9,011 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,937 shares; 2025Q1: 20,836 shares; 2025Q2: 21,047 shares; 2025Q3: 21,666 shares; 2025Q4: 13,956 shares; 2026Q1: 17,286 shares; 2026Q2: 17,065 shares 17,065 $1.57M 0.02% -221 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,775 shares; 2024Q4: 8,963 shares; 2025Q1: 8,329 shares; 2025Q2: 7,990 shares; 2025Q3: 7,759 shares; 2025Q4: 4,837 shares; 2026Q1: 7,208 shares; 2026Q2: 6,957 shares 6,957 $1.55M 0.02% -251 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,951 shares; 2024Q4: 12,296 shares; 2025Q1: 17,971 shares; 2025Q2: 17,804 shares; 2025Q3: 16,947 shares; 2025Q4: 15,328 shares; 2026Q1: 10,188 shares; 2026Q2: 10,110 shares 10,110 $1.53M 0.02% -78 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; 2024Q3: 26,495 shares; 2024Q4: 22,691 shares; 2025Q1: 23,071 shares; 2025Q2: 2,016 shares; 2025Q3: 2,214 shares; 2025Q4: 2,067 shares; 2026Q1: 2,019 shares; 2026Q2: 16,899 shares 16,899 $1.53M 0.02% +14,880 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 3,007 shares; 2025Q3: 5,712 shares; 2025Q4: 13,476 shares; 2026Q1: 57,218 shares; 2026Q2: 12,560 shares 12,560 $1.49M 0.02% -44,658 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,544 shares; 2024Q4: 12,694 shares; 2025Q1: 12,713 shares; 2025Q2: 12,775 shares; 2025Q3: 12,706 shares; 2025Q4: 12,225 shares; 2026Q1: 12,250 shares; 2026Q2: 12,238 shares 12,238 $1.48M 0.02% -12 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 10,843 shares; 2025Q2: 10,920 shares; 2025Q3: 10,785 shares; 2025Q4: 10,173 shares; 2026Q1: 9,902 shares; 2026Q2: 9,956 shares 9,956 $1.48M 0.02% +54 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 264 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 125 shares; 2026Q2: 10,740 shares 10,740 $1.48M 0.02% +10,615 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,450 shares; 2024Q4: 20,000 shares; 2025Q1: 21,070 shares; 2025Q2: 21,070 shares; 2025Q3: 20,750 shares; 2025Q4: 20,000 shares; 2026Q1: 20,810 shares; 2026Q2: 20,200 shares 20,200 $1.48M 0.02% -610 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,757 shares; 2026Q1: 15,310 shares; 2026Q2: 16,470 shares 16,470 $1.47M 0.02% +1,160 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 4,366 shares; 2025Q1: 4,565 shares; 2025Q2: 5,607 shares; 2025Q3: 5,786 shares; 2025Q4: 13,409 shares; 2026Q1: 8,776 shares; 2026Q2: 5,857 shares 5,857 $1.45M 0.02% -2,919 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,833 shares; 2024Q4: 12,853 shares; 2025Q1: 12,105 shares; 2025Q2: 10,839 shares; 2025Q3: 8,277 shares; 2025Q4: 7,405 shares; 2026Q1: 7,152 shares; 2026Q2: 6,819 shares 6,819 $1.45M 0.02% -333 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 724 shares; 2025Q1: 11,375 shares; 2025Q2: 10,822 shares; 2025Q3: 10,426 shares; 2025Q4: 9,113 shares; 2026Q1: 9,198 shares; 2026Q2: 8,542 shares 8,542 $1.45M 0.02% -656 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,438 shares; 2024Q4: 125,679 shares; 2025Q1: 45,850 shares; 2025Q2: 16,486 shares; 2025Q3: 15,233 shares; 2025Q4: 9,519 shares; 2026Q1: 13,410 shares; 2026Q2: 12,740 shares 12,740 $1.45M 0.02% -670 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,113 shares; 2024Q4: 16,152 shares; 2025Q1: 11,464 shares; 2025Q2: 17,013 shares; 2025Q3: 12,841 shares; 2025Q4: 8,199 shares; 2026Q1: 8,408 shares; 2026Q2: 11,287 shares 11,287 $1.44M 0.02% +2,879 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,222 shares; 2025Q1: 3,253 shares; 2025Q2: 3,146 shares; 2025Q3: 2,941 shares; 2025Q4: 2,626 shares; 2026Q1: 2,573 shares; 2026Q2: 2,502 shares 2,502 $1.43M 0.02% -71 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,979 shares; 2024Q4: 15,103 shares; 2025Q1: 13,518 shares; 2025Q2: 11,261 shares; 2025Q3: 11,430 shares; 2025Q4: 10,768 shares; 2026Q1: 6,802 shares; 2026Q2: 6,915 shares 6,915 $1.42M 0.02% +113 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,745 shares; 2025Q3: 12,744 shares; 2025Q4: 10,548 shares; 2026Q1: 10,863 shares; 2026Q2: 10,547 shares 10,547 $1.41M 0.02% -316 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,254 shares; 2025Q4: 1,036 shares; 2026Q1: 8,539 shares; 2026Q2: 8,723 shares 8,723 $1.4M 0.02% +184 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,635 shares; 2024Q4: 2,595 shares; 2025Q1: 3,939 shares; 2025Q2: 3,966 shares; 2025Q3: 2,974 shares; 2025Q4: 2,868 shares; 2026Q1: 2,736 shares; 2026Q2: 2,731 shares 2,731 $1.39M 0.02% -5 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,841 shares; 2024Q4: 65,770 shares; 2025Q1: 48,502 shares; 2025Q2: 44,375 shares; 2025Q3: 45,206 shares; 2025Q4: 43,484 shares; 2026Q1: 30,201 shares; 2026Q2: 33,330 shares 33,330 $1.38M 0.02% +3,129 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,000 shares; 2026Q2: 98,000 shares 98,000 $1.37M 0.02% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,517 shares; 2024Q4: 9,758 shares; 2025Q1: 10,235 shares; 2025Q2: 9,909 shares; 2025Q3: 10,055 shares; 2025Q4: 6,429 shares; 2026Q1: 6,519 shares; 2026Q2: 5,622 shares 5,622 $1.36M 0.02% -897 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,347 shares; 2024Q4: 27,225 shares; 2025Q1: 24,502 shares; 2025Q2: 49,115 shares; 2025Q3: 37,353 shares; 2025Q4: 37,885 shares; 2026Q1: 25,952 shares; 2026Q2: 25,612 shares 25,612 $1.35M 0.02% -340 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,829 shares; 2024Q4: 28,601 shares; 2025Q1: 27,647 shares; 2025Q2: 26,549 shares; 2025Q3: 21,437 shares; 2025Q4: 18,581 shares; 2026Q1: 17,108 shares; 2026Q2: 16,761 shares 16,761 $1.35M 0.02% -347 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,900 shares 8,900 $1.34M 0.02% new Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $1.33M 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,839 shares; 2024Q4: 22,582 shares; 2025Q1: 22,642 shares; 2025Q2: 19,370 shares; 2025Q3: 13,779 shares; 2025Q4: 7,203 shares; 2026Q1: 5,883 shares; 2026Q2: 38,200 shares 38,200 $1.33M 0.02% +32,317 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,216 shares; 2024Q4: 13,271 shares; 2025Q1: 19,680 shares; 2025Q2: 19,289 shares; 2025Q3: 18,779 shares; 2025Q4: 16,658 shares; 2026Q1: 16,370 shares; 2026Q2: 9,519 shares 9,519 $1.33M 0.02% -6,851 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,850 shares; 2024Q4: 26,346 shares; 2025Q1: 25,873 shares; 2025Q2: 17,626 shares; 2025Q3: 16,783 shares; 2025Q4: 14,752 shares; 2026Q1: 14,795 shares; 2026Q2: 14,510 shares 14,510 $1.31M 0.02% -285 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,420 shares; 2024Q4: 11,027 shares; 2025Q1: 10,864 shares; 2025Q2: 9,133 shares; 2025Q3: 9,114 shares; 2025Q4: 9,069 shares; 2026Q1: 6,504 shares; 2026Q2: 5,445 shares 5,445 $1.31M 0.02% -1,059 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,446 shares; 2024Q4: 44,446 shares; 2025Q1: 46,086 shares; 2025Q2: 44,446 shares; 2025Q3: 44,446 shares; 2025Q4: 54,446 shares; 2026Q1: 54,446 shares; 2026Q2: 54,446 shares 54,446 $1.31M 0.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 18,758 shares; 2025Q3: 18,447 shares; 2025Q4: 17,252 shares; 2026Q1: 17,339 shares; 2026Q2: 17,185 shares 17,185 $1.3M 0.02% -154 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $1.3M 0.02% 0 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 595,894 shares; 2025Q1: 595,894 shares; 2025Q2: 595,894 shares; 2025Q3: 595,894 shares; 2025Q4: 387,331 shares; 2026Q1: 357,536 shares; 2026Q2: 357,536 shares 357,536 $1.29M 0.02% 0 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 31,000 shares 31,000 $1.28M 0.02% +6,000 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,153 shares; 2024Q4: 2,979 shares; 2025Q1: 2,972 shares; 2025Q2: 2,925 shares; 2025Q3: 2,715 shares; 2025Q4: 2,256 shares; 2026Q1: 935 shares; 2026Q2: 944 shares 944 $1.26M 0.02% +9 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,613 shares; 2025Q3: 2,049 shares; 2025Q4: 1,362 shares; 2026Q1: 3,920 shares; 2026Q2: 18,511 shares 18,511 $1.22M 0.02% +14,591 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,671 shares; 2024Q4: 9,586 shares; 2025Q1: 8,110 shares; 2025Q2: 8,882 shares; 2025Q3: 7,645 shares; 2025Q4: 2,941 shares; 2026Q1: 3,140 shares; 2026Q2: 3,148 shares 3,148 $1.22M 0.02% +8 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 100 shares; 2025Q1: 7,754 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 16,050 shares; 2026Q1: 14,954 shares; 2026Q2: 15,525 shares 15,525 $1.22M 0.02% +571 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,597 shares; 2024Q4: 23,597 shares; 2025Q1: 23,597 shares; 2025Q2: 23,597 shares; 2025Q3: 24,634 shares; 2025Q4: 24,634 shares; 2026Q1: 23,597 shares; 2026Q2: 23,597 shares 23,597 $1.19M 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,071 shares; 2024Q4: 12,752 shares; 2025Q1: 13,941 shares; 2025Q2: 5,207 shares; 2025Q3: 5,256 shares; 2025Q4: 5,288 shares; 2026Q1: 5,198 shares; 2026Q2: 5,197 shares 5,197 $1.16M 0.02% -1 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,893 shares; 2025Q4: 1,748 shares; 2026Q1: 3,062 shares; 2026Q2: 3,025 shares 3,025 $1.13M 0.02% -37 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,099 shares; 2024Q4: 12,524 shares; 2025Q1: 12,153 shares; 2025Q2: 15,356 shares; 2025Q3: 12,410 shares; 2025Q4: 6,953 shares; 2026Q1: 6,525 shares; 2026Q2: 6,275 shares 6,275 $1.13M 0.02% -250 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 22,716 shares; 2025Q3: 21,564 shares; 2025Q4: 19,559 shares; 2026Q1: 18,999 shares; 2026Q2: 18,338 shares 18,338 $1.12M 0.02% -661 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,469 shares; 2025Q3: 3,485 shares; 2025Q4: 3,455 shares; 2026Q1: 1,580 shares; 2026Q2: 1,400 shares 1,400 $1.12M 0.02% -180 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,264 shares; 2024Q4: 15,143 shares; 2025Q1: 11,910 shares; 2025Q2: 9,916 shares; 2025Q3: 9,299 shares; 2025Q4: 7,376 shares; 2026Q1: 6,553 shares; 2026Q2: 6,246 shares 6,246 $1.11M 0.02% -307 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 11,173 shares; 2026Q2: 10,839 shares 10,839 $1.1M 0.02% -334 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,661 shares; 2025Q2: 7,676 shares; 2025Q3: 7,730 shares; 2025Q4: 7,449 shares; 2026Q1: 7,505 shares; 2026Q2: 7,496 shares 7,496 $1.1M 0.02% -9 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,674 shares; 2024Q4: 4,699 shares; 2025Q1: 4,699 shares; 2025Q2: 2,960 shares; 2025Q3: 2,961 shares; 2025Q4: 2,936 shares; 2026Q1: 2,940 shares; 2026Q2: 2,935 shares 2,935 $1.09M 0.02% -5 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,543 shares; 2024Q4: 13,375 shares; 2025Q1: 13,323 shares; 2025Q2: 13,140 shares; 2025Q3: 13,150 shares; 2025Q4: 12,831 shares; 2026Q1: 13,441 shares; 2026Q2: 13,298 shares 13,298 $1.09M 0.02% -143 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; 2024Q3: 1,664 shares; 2024Q4: 2,536 shares; 2025Q1: 2,388 shares; 2025Q2: 2,916 shares; 2025Q3: 2,899 shares; 2025Q4: 2,125 shares; 2026Q1: 2,420 shares; 2026Q2: 2,349 shares 2,349 $1.09M 0.02% -71 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,492 shares; 2024Q4: 13,777 shares; 2025Q1: 13,394 shares; 2025Q2: 12,242 shares; 2025Q3: 12,220 shares; 2025Q4: 12,156 shares; 2026Q1: 10,058 shares; 2026Q2: 12,535 shares 12,535 $1.09M 0.02% +2,477 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,565 shares; 2024Q4: 14,957 shares; 2025Q1: 14,835 shares; 2025Q2: 15,175 shares; 2025Q3: 11,414 shares; 2025Q4: 9,452 shares; 2026Q1: 9,084 shares; 2026Q2: 9,068 shares 9,068 $1.09M 0.02% -16 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,843 shares; 2024Q4: 6,719 shares; 2025Q1: 2,613 shares; 2025Q2: 2,522 shares; 2025Q3: 2,542 shares; 2025Q4: 2,127 shares; 2026Q1: 2,125 shares; 2026Q2: 2,047 shares 2,047 $1.08M 0.01% -78 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,125 shares; 2024Q4: 27,649 shares; 2025Q1: 27,765 shares; 2025Q2: 27,872 shares; 2025Q3: 28,031 shares; 2025Q4: 26,855 shares; 2026Q1: 28,376 shares; 2026Q2: 27,621 shares 27,621 $1.07M 0.01% -755 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,787 shares; 2024Q4: 34,603 shares; 2025Q1: 31,755 shares; 2025Q2: 30,831 shares; 2025Q3: 30,119 shares; 2025Q4: 11,552 shares; 2026Q1: 11,858 shares; 2026Q2: 11,509 shares 11,509 $1.07M 0.01% -349 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 2,559 shares; 2025Q1: 1,219 shares; 2025Q2: 1,204 shares; 2025Q3: 1,185 shares; 2025Q4: 1,039 shares; 2026Q1: 1,183 shares; 2026Q2: 1,471 shares 1,471 $1.06M 0.01% +288 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,149 shares; 2025Q1: 1,139 shares; 2025Q2: 1,082 shares; 2025Q3: 986 shares; 2025Q4: 895 shares; 2026Q1: 860 shares; 2026Q2: 829 shares 829 $1.06M 0.01% -31 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 29,792 shares; 2025Q3: 28,265 shares; 2025Q4: 16,424 shares; 2026Q1: 24,730 shares; 2026Q2: 24,003 shares 24,003 $1.05M 0.01% -727 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,268 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 18,857 shares; 2026Q1: 16,942 shares; 2026Q2: 17,837 shares 17,837 $1.05M 0.01% +895 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,468 shares; 2024Q4: 20,863 shares; 2025Q1: 20,584 shares; 2025Q2: 11,075 shares; 2025Q3: 10,643 shares; 2025Q4: 10,016 shares; 2026Q1: 10,272 shares; 2026Q2: 10,123 shares 10,123 $1.04M 0.01% -149 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,250 shares; 2024Q4: 10,132 shares; 2025Q1: 10,670 shares; 2025Q2: 29,164 shares; 2025Q3: 28,338 shares; 2025Q4: 19,779 shares; 2026Q1: 15,787 shares; 2026Q2: 15,283 shares 15,283 $1.04M 0.01% -504 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,743 shares; 2024Q4: 27,645 shares; 2025Q1: 28,490 shares; 2025Q2: 27,735 shares; 2025Q3: 27,423 shares; 2025Q4: 25,546 shares; 2026Q1: 25,460 shares; 2026Q2: 25,458 shares 25,458 $1.04M 0.01% -2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,858 shares; 2024Q4: 11,880 shares; 2025Q1: 11,280 shares; 2025Q2: 11,797 shares; 2025Q3: 18,077 shares; 2025Q4: 15,229 shares; 2026Q1: 16,182 shares; 2026Q2: 15,073 shares 15,073 $1.03M 0.01% -1,109 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,185 shares; 2026Q2: 28,816 shares 28,816 $1.02M 0.01% +631 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,309 shares; 2024Q4: 22,295 shares; 2025Q1: 19,723 shares; 2025Q2: 19,201 shares; 2025Q3: 14,941 shares; 2025Q4: 13,036 shares; 2026Q1: 12,123 shares; 2026Q2: 12,096 shares 12,096 $1.01M 0.01% -27 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 15,979 shares; 2025Q2: 17,262 shares; 2025Q3: 17,412 shares; 2025Q4: 11,555 shares; 2026Q1: 10,372 shares; 2026Q2: 10,085 shares 10,085 $1M 0.01% -287 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,804 shares; 2024Q4: 18,552 shares; 2025Q1: 17,291 shares; 2025Q2: 17,014 shares; 2025Q3: 14,805 shares; 2025Q4: 13,341 shares; 2026Q1: 12,354 shares; 2026Q2: 10,043 shares 10,043 $988K 0.01% -2,311 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 100,268 shares; 2025Q2: 197,725 shares; 2025Q3: 196,822 shares; 2025Q4: 144,061 shares; 2026Q1: 40,470 shares; 2026Q2: 39,011 shares 39,011 $971K 0.01% -1,459 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,211 shares; 2024Q4: 12,443 shares; 2025Q1: 10,969 shares; 2025Q2: 10,924 shares; 2025Q3: 11,477 shares; 2025Q4: 8,599 shares; 2026Q1: 8,529 shares; 2026Q2: 5,823 shares 5,823 $971K 0.01% -2,706 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 10,660 shares 10,660 $968K 0.01% +7,660 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,214 shares; 2024Q4: 4,752 shares; 2025Q1: 4,752 shares; 2025Q2: 3,445 shares; 2025Q3: 2,457 shares; 2025Q4: 1,835 shares; 2026Q1: 311 shares; 2026Q2: 8,808 shares 8,808 $961K 0.01% +8,497 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 7,506 shares; 2025Q1: 8,998 shares; 2025Q2: 8,697 shares; 2025Q3: 7,439 shares; 2025Q4: 2,990 shares; 2026Q1: 2,897 shares; 2026Q2: 2,838 shares 2,838 $960K 0.01% -59 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,952 shares; 2024Q4: 17,991 shares; 2025Q1: 19,844 shares; 2025Q2: 32,922 shares; 2025Q3: 31,391 shares; 2025Q4: 26,923 shares; 2026Q1: 28,678 shares; 2026Q2: 27,661 shares 27,661 $958K 0.01% -1,017 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 15,974 shares; 2025Q2: 14,986 shares; 2025Q3: 14,205 shares; 2025Q4: 12,870 shares; 2026Q1: 12,333 shares; 2026Q2: 11,888 shares 11,888 $939K 0.01% -445 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,019 shares; 2024Q4: 11,004 shares; 2025Q1: 5,173 shares; 2025Q2: 5,201 shares; 2025Q3: 5,200 shares; 2025Q4: 5,033 shares; 2026Q1: 5,022 shares; 2026Q2: 5,014 shares 5,014 $938K 0.01% -8 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,717 shares; 2024Q4: 5,612 shares; 2025Q1: 6,848 shares; 2025Q2: 8,261 shares; 2025Q3: 8,300 shares; 2025Q4: 7,898 shares; 2026Q1: 8,150 shares; 2026Q2: 12,063 shares 12,063 $936K 0.01% +3,913 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,282 shares; 2026Q2: 11,854 shares 11,854 $936K 0.01% +572 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 1,058 shares; 2025Q3: 1,063 shares; 2025Q4: 3,189 shares; 2026Q1: 1,946 shares; 2026Q2: 2,133 shares 2,133 $933K 0.01% +187 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 15,766 shares; 2025Q3: 15,239 shares; 2025Q4: 13,330 shares; 2026Q1: 12,923 shares; 2026Q2: 12,735 shares 12,735 $924K 0.01% -188 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,233 shares; 2025Q2: 7,246 shares; 2025Q3: 7,281 shares; 2025Q4: 6,797 shares; 2026Q1: 6,180 shares; 2026Q2: 10,101 shares 10,101 $917K 0.01% +3,921 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 3,139 shares; 2025Q3: 3,153 shares; 2025Q4: 3,136 shares; 2026Q1: 1,633 shares; 2026Q2: 1,786 shares 1,786 $903K 0.01% +153 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,541 shares; 2024Q4: 6,541 shares; 2025Q1: 5,620 shares; 2025Q2: 4,670 shares; 2025Q3: 4,686 shares; 2025Q4: 5,968 shares; 2026Q1: 5,918 shares; 2026Q2: 5,678 shares 5,678 $901K 0.01% -240 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,201 shares; 2025Q3: 9,245 shares; 2025Q4: 9,197 shares; 2026Q1: 4,122 shares; 2026Q2: 9,021 shares 9,021 $894K 0.01% +4,899 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,373 shares; 2024Q4: 7,457 shares; 2025Q1: 7,071 shares; 2025Q2: 5,131 shares; 2025Q3: 28,061 shares; 2025Q4: 30,691 shares; 2026Q1: 26,418 shares; 2026Q2: 20,845 shares 20,845 $890K 0.01% -5,573 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,181 shares; 2024Q4: 7,178 shares; 2025Q1: 7,200 shares; 2025Q2: 6,660 shares; 2025Q3: 6,961 shares; 2025Q4: 6,522 shares; 2026Q1: 5,131 shares; 2026Q2: 5,163 shares 5,163 $889K 0.01% +32 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; 2024Q3: 133,350 shares; 2024Q4: 124,314 shares; 2025Q1: 106,832 shares; 2025Q2: 86,736 shares; 2025Q3: 76,432 shares; 2025Q4: 47,607 shares; 2026Q1: 27,198 shares; 2026Q2: 25,751 shares 25,751 $876K 0.01% -1,447 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,034 shares; 2024Q4: 10,744 shares; 2025Q1: 6,906 shares; 2025Q2: 6,890 shares; 2025Q3: 7,290 shares; 2025Q4: 7,255 shares; 2026Q1: 7,255 shares; 2026Q2: 7,255 shares 7,255 $863K 0.01% 0 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,641 shares; 2024Q4: 5,978 shares; 2025Q1: 8,878 shares; 2025Q2: 8,248 shares; 2025Q3: 8,285 shares; 2025Q4: 6,220 shares; 2026Q1: 8,163 shares; 2026Q2: 9,740 shares 9,740 $853K 0.01% +1,577 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 11,039 shares; 2025Q1: 10,527 shares; 2025Q2: 10,098 shares; 2025Q3: 10,295 shares; 2025Q4: 10,291 shares; 2026Q1: 10,191 shares; 2026Q2: 10,191 shares 10,191 $847K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,883 shares; 2024Q4: 6,868 shares; 2025Q1: 3,705 shares; 2025Q2: 3,532 shares; 2025Q3: 3,365 shares; 2025Q4: 3,012 shares; 2026Q1: 2,945 shares; 2026Q2: 2,846 shares 2,846 $843K 0.01% -99 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 3,203 shares; 2025Q1: 2,171 shares; 2025Q2: 2,185 shares; 2025Q3: 1,548 shares; 2025Q4: 1,376 shares; 2026Q1: 1,351 shares; 2026Q2: 1,346 shares 1,346 $839K 0.01% -5 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,077 shares; 2024Q4: 16,084 shares; 2025Q1: 16,616 shares; 2025Q2: 15,854 shares; 2025Q3: 15,124 shares; 2025Q4: 11,636 shares; 2026Q1: 13,383 shares; 2026Q2: 12,968 shares 12,968 $836K 0.01% -415 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,321 shares; 2024Q4: 15,188 shares; 2025Q1: 15,900 shares; 2025Q2: 16,102 shares; 2025Q3: 15,710 shares; 2025Q4: 15,685 shares; 2026Q1: 15,707 shares; 2026Q2: 16,005 shares 16,005 $834K 0.01% +298 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 2,065 shares; 2025Q1: 1,597 shares; 2025Q2: 1,737 shares; 2025Q3: 5,914 shares; 2025Q4: 4,522 shares; 2026Q1: 5,059 shares; 2026Q2: 5,056 shares 5,056 $827K 0.01% -3 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,710 shares; 2025Q2: 3,792 shares; 2025Q3: 16,565 shares; 2025Q4: 16,031 shares; 2026Q1: 42,404 shares; 2026Q2: 13,572 shares 13,572 $825K 0.01% -28,832 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,993 shares; 2024Q4: 8,993 shares; 2025Q1: 12,293 shares; 2025Q2: 12,293 shares; 2025Q3: 12,183 shares; 2025Q4: 12,183 shares; 2026Q1: 12,183 shares; 2026Q2: 12,183 shares 12,183 $822K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 3,664 shares; 2025Q3: 3,733 shares; 2025Q4: 3,136 shares; 2026Q1: 3,135 shares; 2026Q2: 3,019 shares 3,019 $820K 0.01% -116 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,688 shares; 2024Q4: 6,452 shares; 2025Q1: 5,856 shares; 2025Q2: 6,828 shares; 2025Q3: 6,860 shares; 2025Q4: 6,766 shares; 2026Q1: 4,146 shares; 2026Q2: 4,218 shares 4,218 $811K 0.01% +72 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,898 shares 1,898 $809K 0.01% -102 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,252 shares; 2024Q4: 5,069 shares; 2025Q1: 4,903 shares; 2025Q2: 3,846 shares; 2025Q3: 3,837 shares; 2025Q4: 3,783 shares; 2026Q1: 5,434 shares; 2026Q2: 5,701 shares 5,701 $808K 0.01% +267 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; 2024Q3: 3,995 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 4,015 shares; 2025Q3: 3,684 shares; 2025Q4: 3,669 shares; 2026Q1: 3,629 shares; 2026Q2: 3,580 shares 3,580 $807K 0.01% -49 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,070 shares; 2024Q4: 39,426 shares; 2025Q1: 36,438 shares; 2025Q2: 33,890 shares; 2025Q3: 24,629 shares; 2025Q4: 23,241 shares; 2026Q1: 21,772 shares; 2026Q2: 19,517 shares 19,517 $801K 0.01% -2,255 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; 2024Q3: 3,409 shares; 2024Q4: 4,790 shares; 2025Q1: 3,940 shares; 2025Q2: 4,534 shares; 2025Q3: 4,555 shares; 2025Q4: 3,432 shares; 2026Q1: 5,956 shares; 2026Q2: 6,565 shares 6,565 $800K 0.01% +609 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 7,606 shares; 2025Q1: 7,681 shares; 2025Q2: 7,380 shares; 2025Q3: 7,202 shares; 2025Q4: 6,423 shares; 2026Q1: 6,623 shares; 2026Q2: 5,993 shares 5,993 $796K 0.01% -630 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,407 shares; 2024Q4: 10,178 shares; 2025Q1: 10,406 shares; 2025Q2: 9,976 shares; 2025Q3: 9,507 shares; 2025Q4: 6,928 shares; 2026Q1: 8,434 shares; 2026Q2: 8,144 shares 8,144 $793K 0.01% -290 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 2,480 shares; 2025Q1: 2,474 shares; 2025Q2: 2,621 shares; 2025Q3: 6,703 shares; 2025Q4: 3,981 shares; 2026Q1: 1,978 shares; 2026Q2: 1,899 shares 1,899 $791K 0.01% -79 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,221 shares; 2026Q2: 4,166 shares 4,166 $789K 0.01% -2,055 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,073 shares; 2024Q4: 7,194 shares; 2025Q1: 8,173 shares; 2025Q2: 7,862 shares; 2025Q3: 7,866 shares; 2025Q4: 5,847 shares; 2026Q1: 7,108 shares; 2026Q2: 6,986 shares 6,986 $786K 0.01% -122 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,341 shares; 2025Q2: 1,182 shares; 2025Q3: 22,603 shares; 2025Q4: 21,041 shares; 2026Q1: 20,015 shares; 2026Q2: 15,869 shares 15,869 $782K 0.01% -4,146 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,236 shares; 2024Q4: 7,688 shares; 2025Q1: 6,699 shares; 2025Q2: 12,898 shares; 2025Q3: 12,928 shares; 2025Q4: 10,033 shares; 2026Q1: 31,081 shares; 2026Q2: 31,743 shares 31,743 $778K 0.01% +662 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,709 shares 57,709 $778K 0.01% new Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,909 shares; 2024Q4: 23,695 shares; 2025Q1: 30,132 shares; 2025Q2: 32,398 shares; 2025Q3: 32,548 shares; 2025Q4: 31,278 shares; 2026Q1: 13,346 shares; 2026Q2: 23,868 shares 23,868 $776K 0.01% +10,522 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: 2,014 shares; 2025Q1: 2,372 shares; 2025Q2: 1,777 shares; 2025Q3: 2,907 shares; 2025Q4: 2,564 shares; 2026Q1: 2,244 shares; 2026Q2: 2,248 shares 2,248 $774K 0.01% +4 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,374 shares; 2025Q2: 2,813 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares; 2026Q1: 2,802 shares; 2026Q2: 2,802 shares 2,802 $774K 0.01% 0 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,006 shares; 2024Q4: 12,134 shares; 2025Q1: 14,783 shares; 2025Q2: 11,745 shares; 2025Q3: 11,783 shares; 2025Q4: 9,737 shares; 2026Q1: 13,426 shares; 2026Q2: 14,799 shares 14,799 $771K 0.01% +1,373 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996 shares; 2026Q2: 1,994 shares 1,994 $766K 0.01% -2 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,788 shares; 2024Q4: 6,722 shares; 2025Q1: 6,646 shares; 2025Q2: 6,964 shares; 2025Q3: 7,000 shares; 2025Q4: 6,368 shares; 2026Q1: 6,625 shares; 2026Q2: 5,955 shares 5,955 $766K 0.01% -670 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,513 shares; 2024Q4: 13,348 shares; 2025Q1: 13,434 shares; 2025Q2: 12,819 shares; 2025Q3: 11,890 shares; 2025Q4: 10,781 shares; 2026Q1: 10,451 shares; 2026Q2: 10,103 shares 10,103 $764K 0.01% -348 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,603 shares; 2024Q4: 25,401 shares; 2025Q1: 19,462 shares; 2025Q2: 18,134 shares; 2025Q3: 18,104 shares; 2025Q4: 18,012 shares; 2026Q1: 22,105 shares; 2026Q2: 28,774 shares 28,774 $764K 0.01% +6,669 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 4,152 shares; 2025Q1: 3,020 shares; 2025Q2: 2,742 shares; 2025Q3: 2,738 shares; 2025Q4: 2,725 shares; 2026Q1: 1,435 shares; 2026Q2: 2,640 shares 2,640 $747K 0.01% +1,205 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,739 shares; 2024Q4: 9,739 shares; 2025Q1: 42,725 shares; 2025Q2: 43,280 shares; 2025Q3: 43,233 shares; 2025Q4: 41,109 shares; 2026Q1: 40,387 shares; 2026Q2: 8,498 shares 8,498 $745K 0.01% -31,889 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,846 shares; 2024Q4: 30,766 shares; 2025Q1: 11,706 shares; 2025Q2: 13,941 shares; 2025Q3: 12,225 shares; 2025Q4: 3,770 shares; 2026Q1: 3,650 shares; 2026Q2: 3,793 shares 3,793 $733K 0.01% +143 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,354 shares; 2024Q4: 13,337 shares; 2025Q1: 13,057 shares; 2025Q2: 25,447 shares; 2025Q3: 21,714 shares; 2025Q4: 19,975 shares; 2026Q1: 20,760 shares; 2026Q2: 18,863 shares 18,863 $731K 0.01% -1,897 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,347 shares; 2024Q4: 4,325 shares; 2025Q1: 4,376 shares; 2025Q2: 4,202 shares; 2025Q3: 3,987 shares; 2025Q4: 3,615 shares; 2026Q1: 3,512 shares; 2026Q2: 3,387 shares 3,387 $725K 0.01% -125 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,885 shares; 2024Q4: 4,853 shares; 2025Q1: 9,078 shares; 2025Q2: 13,063 shares; 2025Q3: 12,809 shares; 2025Q4: 35,314 shares; 2026Q1: 16,046 shares; 2026Q2: 10,748 shares 10,748 $724K 0.01% -5,298 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,901 shares; 2024Q4: 7,928 shares; 2025Q1: 7,928 shares; 2025Q2: 7,871 shares; 2025Q3: 9,136 shares; 2025Q4: 8,948 shares; 2026Q1: 8,808 shares; 2026Q2: 8,832 shares 8,832 $719K 0.01% +24 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; 2024Q3: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 17,553 shares; 2025Q2: 17,553 shares; 2025Q3: 17,553 shares; 2025Q4: 17,553 shares; 2026Q1: 17,553 shares; 2026Q2: 17,553 shares 17,553 $714K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,731 shares; 2024Q4: 10,558 shares; 2025Q1: 10,771 shares; 2025Q2: 10,363 shares; 2025Q3: 9,957 shares; 2025Q4: 8,836 shares; 2026Q1: 8,682 shares; 2026Q2: 8,608 shares 8,608 $711K 0.01% -74 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,702 shares; 2026Q2: 9,491 shares 9,491 $708K 0.01% -211 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,985 shares; 2024Q4: 7,516 shares; 2025Q1: 9,120 shares; 2025Q2: 9,693 shares; 2025Q3: 9,727 shares; 2025Q4: 8,464 shares; 2026Q1: 6,496 shares; 2026Q2: 4,885 shares 4,885 $701K 0.01% -1,611 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,426 shares; 2024Q4: 55,042 shares; 2025Q1: 64,690 shares; 2025Q2: 62,854 shares; 2025Q3: 59,567 shares; 2025Q4: 33,270 shares; 2026Q1: 53,435 shares; 2026Q2: 51,729 shares 51,729 $700K 0.01% -1,706 Timeline