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: 3,639,084 shares; 2024Q4: 4,036,091 shares; 2025Q1: 3,924,173 shares; 2025Q2: 3,862,742 shares; 2025Q3: 3,948,787 shares; 2025Q4: 4,003,861 shares; 2026Q1: 4,134,274 shares; 2026Q2: 4,042,874 shares 4,042,874 $964M 17.92% -91,400 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: 647,548 shares; 2024Q4: 1,040,807 shares; 2025Q1: 788,622 shares; 2025Q2: 728,693 shares; 2025Q3: 710,647 shares; 2025Q4: 737,853 shares; 2026Q1: 843,324 shares; 2026Q2: 844,803 shares 844,803 $315M 5.86% +1,479 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: 468,107 shares; 2024Q4: 537,314 shares; 2025Q1: 514,585 shares; 2025Q2: 530,470 shares; 2025Q3: 533,728 shares; 2025Q4: 565,008 shares; 2026Q1: 569,999 shares; 2026Q2: 579,657 shares 579,657 $168M 3.12% +9,658 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: 289,086 shares; 2024Q4: 324,901 shares; 2025Q1: 384,901 shares; 2025Q2: 440,295 shares; 2025Q3: 472,894 shares; 2025Q4: 543,929 shares; 2026Q1: 691,406 shares; 2026Q2: 755,690 shares 755,690 $151M 2.81% +64,284 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: 260,792 shares; 2024Q4: 315,164 shares; 2025Q1: 282,525 shares; 2025Q2: 278,465 shares; 2025Q3: 294,473 shares; 2025Q4: 295,388 shares; 2026Q1: 290,697 shares; 2026Q2: 295,175 shares 295,175 $109M 2.03% +4,478 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,781 shares; 2024Q4: 349,827 shares; 2025Q1: 538,674 shares; 2025Q2: 644,970 shares; 2025Q3: 791,258 shares; 2025Q4: 870,286 shares; 2026Q1: 1,021,723 shares; 2026Q2: 1,176,212 shares 1,176,212 $96.4M 1.79% +154,489 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750,571 shares; 2024Q4: 1,997,000 shares; 2025Q1: 2,109,526 shares; 2025Q2: 2,219,008 shares; 2025Q3: 2,399,150 shares; 2025Q4: 2,611,200 shares; 2026Q1: 2,798,216 shares; 2026Q2: 3,030,424 shares 3,030,424 $87.8M 1.63% +232,208 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524,169 shares; 2024Q4: 1,749,670 shares; 2025Q1: 1,814,819 shares; 2025Q2: 1,901,625 shares; 2025Q3: 1,928,340 shares; 2025Q4: 1,887,933 shares; 2026Q1: 1,768,296 shares; 2026Q2: 1,970,881 shares 1,970,881 $87.4M 1.63% +202,585 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496,947 shares; 2024Q4: 1,696,149 shares; 2025Q1: 1,822,674 shares; 2025Q2: 1,883,911 shares; 2025Q3: 1,964,252 shares; 2025Q4: 2,019,943 shares; 2026Q1: 2,078,625 shares; 2026Q2: 2,222,157 shares 2,222,157 $82.8M 1.54% +143,532 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: 113,843 shares; 2024Q4: 120,253 shares; 2025Q1: 124,040 shares; 2025Q2: 117,686 shares; 2025Q3: 169,207 shares; 2025Q4: 174,798 shares; 2026Q1: 181,749 shares; 2026Q2: 214,796 shares 214,796 $75.9M 1.41% +33,047 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885,112 shares; 2024Q4: 1,073,196 shares; 2025Q1: 1,191,270 shares; 2025Q2: 1,260,981 shares; 2025Q3: 1,373,422 shares; 2025Q4: 1,481,005 shares; 2026Q1: 1,584,483 shares; 2026Q2: 1,660,158 shares 1,660,158 $68.5M 1.27% +75,675 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,535 shares; 2024Q4: 182,541 shares; 2025Q1: 178,427 shares; 2025Q2: 177,798 shares; 2025Q3: 176,984 shares; 2025Q4: 166,068 shares; 2026Q1: 161,066 shares; 2026Q2: 161,000 shares 161,000 $65.9M 1.23% -66 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: 106,220 shares; 2024Q4: 110,330 shares; 2025Q1: 118,562 shares; 2025Q2: 112,285 shares; 2025Q3: 115,949 shares; 2025Q4: 130,936 shares; 2026Q1: 142,176 shares; 2026Q2: 150,994 shares 150,994 $54M 1% +8,818 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,021 shares; 2024Q4: 255,365 shares; 2025Q1: 275,487 shares; 2025Q2: 289,399 shares; 2025Q3: 299,674 shares; 2025Q4: 315,207 shares; 2026Q1: 328,705 shares; 2026Q2: 340,759 shares 340,759 $53.5M 0.99% +12,054 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,958 shares; 2024Q4: 989,254 shares; 2025Q1: 940,221 shares; 2025Q2: 961,273 shares; 2025Q3: 977,428 shares; 2025Q4: 995,153 shares; 2026Q1: 995,411 shares; 2026Q2: 1,015,273 shares 1,015,273 $52.5M 0.98% +19,862 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,950 shares; 2025Q1: 121,527 shares; 2025Q2: 55,809 shares; 2025Q3: 202,465 shares; 2025Q4: 168,104 shares; 2026Q1: 197,253 shares; 2026Q2: 517,370 shares 517,370 $52.1M 0.97% +320,117 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707,492 shares; 2024Q4: 843,054 shares; 2025Q1: 917,363 shares; 2025Q2: 965,303 shares; 2025Q3: 1,025,394 shares; 2025Q4: 1,073,486 shares; 2026Q1: 1,127,131 shares; 2026Q2: 1,160,159 shares 1,160,159 $47.1M 0.88% +33,028 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: 55,817 shares; 2024Q4: 58,481 shares; 2025Q1: 54,862 shares; 2025Q2: 57,803 shares; 2025Q3: 57,743 shares; 2025Q4: not reported; 2026Q1: 60,915 shares; 2026Q2: 61,823 shares 61,823 $46.2M 0.86% +908 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,958,745 shares; 2024Q4: 3,175,680 shares; 2025Q1: 3,237,766 shares; 2025Q2: 3,274,148 shares; 2025Q3: 3,445,901 shares; 2025Q4: 3,578,397 shares; 2026Q1: 3,674,039 shares; 2026Q2: 3,867,693 shares 3,867,693 $44M 0.82% +193,654 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: 78,636 shares; 2024Q4: 87,929 shares; 2025Q1: 85,050 shares; 2025Q2: 86,397 shares; 2025Q3: 109,017 shares; 2025Q4: not reported; 2026Q1: 99,217 shares; 2026Q2: 95,186 shares 95,186 $40M 0.74% -4,031 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: 89,173 shares; 2024Q4: 85,512 shares; 2025Q1: 84,657 shares; 2025Q2: 83,580 shares; 2025Q3: 82,073 shares; 2025Q4: not reported; 2026Q1: 81,540 shares; 2026Q2: 321,419 shares 321,419 $39.9M 0.74% +239,879 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: 41,372 shares; 2024Q4: 39,685 shares; 2025Q1: 42,017 shares; 2025Q2: 45,994 shares; 2025Q3: 46,836 shares; 2025Q4: not reported; 2026Q1: 50,309 shares; 2026Q2: 51,860 shares 51,860 $38.8M 0.72% +1,551 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: 40,666 shares; 2024Q4: 39,351 shares; 2025Q1: 41,979 shares; 2025Q2: 45,641 shares; 2025Q3: 46,521 shares; 2025Q4: not reported; 2026Q1: 55,065 shares; 2026Q2: 67,518 shares 67,518 $33.8M 0.63% +12,453 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: 33,359 shares; 2024Q4: 38,348 shares; 2025Q1: 39,492 shares; 2025Q2: 36,218 shares; 2025Q3: 36,448 shares; 2025Q4: not reported; 2026Q1: 42,446 shares; 2026Q2: 45,301 shares 45,301 $33.4M 0.62% +2,855 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: 85,766 shares; 2024Q4: 85,443 shares; 2025Q1: 82,135 shares; 2025Q2: 83,353 shares; 2025Q3: 82,343 shares; 2025Q4: not reported; 2026Q1: 76,523 shares; 2026Q2: 76,042 shares 76,042 $32.4M 0.6% -481 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: 32,412 shares; 2024Q4: 34,524 shares; 2025Q1: 36,180 shares; 2025Q2: 37,963 shares; 2025Q3: 37,785 shares; 2025Q4: not reported; 2026Q1: 42,225 shares; 2026Q2: 45,789 shares 45,789 $31.4M 0.58% +3,564 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522,885 shares; 2024Q4: 568,757 shares; 2025Q1: 590,989 shares; 2025Q2: 621,073 shares; 2025Q3: 674,460 shares; 2025Q4: 668,678 shares; 2026Q1: 608,449 shares; 2026Q2: 840,321 shares 840,321 $31M 0.58% +231,872 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: 5,342 shares; 2024Q4: 6,318 shares; 2025Q1: 7,636 shares; 2025Q2: 7,784 shares; 2025Q3: 17,253 shares; 2025Q4: not reported; 2026Q1: 29,193 shares; 2026Q2: 25,764 shares 25,764 $29.7M 0.55% -3,429 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,981 shares; 2024Q4: 34,551 shares; 2025Q1: 39,296 shares; 2025Q2: 39,087 shares; 2025Q3: 39,940 shares; 2025Q4: not reported; 2026Q1: 47,956 shares; 2026Q2: 52,096 shares 52,096 $29.3M 0.55% +4,140 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,447 shares; 2024Q4: 487,353 shares; 2025Q1: 511,128 shares; 2025Q2: 562,899 shares; 2025Q3: 606,590 shares; 2025Q4: 651,493 shares; 2026Q1: 672,686 shares; 2026Q2: 698,559 shares 698,559 $28.1M 0.52% +25,873 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: 16,518 shares; 2024Q4: 45,956 shares; 2025Q1: 41,138 shares; 2025Q2: 41,161 shares; 2025Q3: 43,088 shares; 2025Q4: not reported; 2026Q1: 49,372 shares; 2026Q2: 47,875 shares 47,875 $27.8M 0.52% -1,497 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: 139,021 shares; 2024Q4: 132,178 shares; 2025Q1: 133,229 shares; 2025Q2: 186,750 shares; 2025Q3: 235,094 shares; 2025Q4: 237,384 shares; 2026Q1: 215,116 shares; 2026Q2: 192,202 shares 192,202 $26.8M 0.5% -22,914 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: 145,636 shares; 2024Q4: 152,297 shares; 2025Q1: 150,485 shares; 2025Q2: 155,070 shares; 2025Q3: 162,178 shares; 2025Q4: 156,612 shares; 2026Q1: 165,930 shares; 2026Q2: 162,554 shares 162,554 $26.7M 0.5% -3,376 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: 85,511 shares; 2024Q4: 87,732 shares; 2025Q1: 85,848 shares; 2025Q2: 85,757 shares; 2025Q3: 85,438 shares; 2025Q4: not reported; 2026Q1: 84,594 shares; 2026Q2: 86,283 shares 86,283 $25.9M 0.48% +1,689 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: 224,558 shares; 2024Q4: 236,460 shares; 2025Q1: 234,790 shares; 2025Q2: 248,064 shares; 2025Q3: 239,340 shares; 2025Q4: 240,119 shares; 2026Q1: 237,322 shares; 2026Q2: 240,359 shares 240,359 $25M 0.46% +3,037 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: 24,361 shares; 2024Q4: 29,683 shares; 2025Q1: 37,712 shares; 2025Q2: 43,178 shares; 2025Q3: 44,993 shares; 2025Q4: not reported; 2026Q1: 72,334 shares; 2026Q2: 66,036 shares 66,036 $24.9M 0.46% -6,298 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: 159,161 shares; 2024Q4: 203,814 shares; 2025Q1: 161,116 shares; 2025Q2: 154,909 shares; 2025Q3: 150,121 shares; 2025Q4: 144,333 shares; 2026Q1: 142,366 shares; 2026Q2: 144,218 shares 144,218 $24.2M 0.45% +1,852 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: 2,110 shares; 2024Q4: 3,011 shares; 2025Q1: 3,098 shares; 2025Q2: 5,415 shares; 2025Q3: 46,647 shares; 2025Q4: not reported; 2026Q1: 52,126 shares; 2026Q2: 55,733 shares 55,733 $24M 0.45% +3,607 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,653 shares; 2024Q4: 19,825 shares; 2025Q1: 22,379 shares; 2025Q2: 24,309 shares; 2025Q3: 23,670 shares; 2025Q4: not reported; 2026Q1: 24,575 shares; 2026Q2: 25,665 shares 25,665 $24M 0.45% +1,090 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: 43,891 shares; 2024Q4: 48,732 shares; 2025Q1: 50,920 shares; 2025Q2: 51,570 shares; 2025Q3: 63,816 shares; 2025Q4: not reported; 2026Q1: 68,160 shares; 2026Q2: 70,406 shares 70,406 $23M 0.43% +2,246 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: 130,734 shares; 2024Q4: 129,740 shares; 2025Q1: 136,290 shares; 2025Q2: 131,282 shares; 2025Q3: 133,148 shares; 2025Q4: 139,052 shares; 2026Q1: 160,235 shares; 2026Q2: 165,827 shares 165,827 $22.7M 0.42% +5,592 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: 94,770 shares; 2024Q4: 176,722 shares; 2025Q1: 169,778 shares; 2025Q2: 162,143 shares; 2025Q3: 162,923 shares; 2025Q4: 270,064 shares; 2026Q1: 269,504 shares; 2026Q2: 212,089 shares 212,089 $21.7M 0.4% -57,415 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: 7,867 shares; 2024Q4: 9,597 shares; 2025Q1: 10,421 shares; 2025Q2: 10,888 shares; 2025Q3: 11,909 shares; 2025Q4: not reported; 2026Q1: 15,617 shares; 2026Q2: 17,958 shares 17,958 $21.5M 0.4% +2,341 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: 32,565 shares; 2024Q4: 61,885 shares; 2025Q1: 48,207 shares; 2025Q2: 56,497 shares; 2025Q3: 71,893 shares; 2025Q4: not reported; 2026Q1: 63,458 shares; 2026Q2: 80,765 shares 80,765 $20.6M 0.38% +17,307 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: 445 shares; 2024Q4: 451 shares; 2025Q1: 32,438 shares; 2025Q2: 32,497 shares; 2025Q3: 32,532 shares; 2025Q4: not reported; 2026Q1: 32,427 shares; 2026Q2: 32,187 shares 32,187 $18.4M 0.34% -240 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: 135,973 shares; 2024Q4: 243,622 shares; 2025Q1: 245,792 shares; 2025Q2: 245,763 shares; 2025Q3: 252,891 shares; 2025Q4: 246,948 shares; 2026Q1: 257,436 shares; 2026Q2: 255,269 shares 255,269 $18.2M 0.34% -2,167 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $18M 0.33% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,716 shares 49,716 $17.6M 0.33% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,211 shares; 2024Q4: 98,150 shares; 2025Q1: 94,052 shares; 2025Q2: 93,514 shares; 2025Q3: 125,872 shares; 2025Q4: 145,421 shares; 2026Q1: 152,830 shares; 2026Q2: 146,865 shares 146,865 $16.6M 0.31% -5,965 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: 19,715 shares; 2024Q4: 26,918 shares; 2025Q1: 26,383 shares; 2025Q2: 28,212 shares; 2025Q3: 34,686 shares; 2025Q4: not reported; 2026Q1: 38,073 shares; 2026Q2: 42,808 shares 42,808 $15.1M 0.28% +4,735 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: 7,362 shares; 2024Q4: 6,138 shares; 2025Q1: 6,070 shares; 2025Q2: 5,905 shares; 2025Q3: 5,538 shares; 2025Q4: not reported; 2026Q1: 5,419 shares; 2026Q2: 49,814 shares 49,814 $15M 0.28% +44,395 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: 45,544 shares; 2024Q4: 51,876 shares; 2025Q1: 53,944 shares; 2025Q2: 57,751 shares; 2025Q3: 47,925 shares; 2025Q4: not reported; 2026Q1: 57,697 shares; 2026Q2: 57,725 shares 57,725 $14.7M 0.27% +28 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: 53,086 shares; 2024Q4: 153,580 shares; 2025Q1: 77,969 shares; 2025Q2: 78,618 shares; 2025Q3: 94,185 shares; 2025Q4: not reported; 2026Q1: 90,650 shares; 2026Q2: 97,196 shares 97,196 $14.2M 0.26% +6,546 Timeline RWO 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: 215,056 shares; 2024Q4: 355,538 shares; 2025Q1: 270,291 shares; 2025Q2: 279,256 shares; 2025Q3: 279,983 shares; 2025Q4: 279,630 shares; 2026Q1: 281,509 shares; 2026Q2: 282,843 shares 282,843 $14.1M 0.26% +1,334 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,818 shares; 2024Q4: 16,134 shares; 2025Q1: 13,394 shares; 2025Q2: 13,655 shares; 2025Q3: 14,342 shares; 2025Q4: not reported; 2026Q1: 12,442 shares; 2026Q2: 14,170 shares 14,170 $13.7M 0.25% +1,728 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: 9,927 shares; 2024Q4: 9,771 shares; 2025Q1: 8,374 shares; 2025Q2: 12,256 shares; 2025Q3: 14,925 shares; 2025Q4: not reported; 2026Q1: 23,015 shares; 2026Q2: 21,222 shares 21,222 $13.6M 0.25% -1,793 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: 18,256 shares; 2024Q4: 40,037 shares; 2025Q1: 40,158 shares; 2025Q2: 40,269 shares; 2025Q3: 40,377 shares; 2025Q4: not reported; 2026Q1: 39,293 shares; 2026Q2: 39,369 shares 39,369 $13.5M 0.25% +76 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: 35,106 shares; 2024Q4: 109,191 shares; 2025Q1: 109,296 shares; 2025Q2: 115,153 shares; 2025Q3: 120,231 shares; 2025Q4: 129,852 shares; 2026Q1: 151,312 shares; 2026Q2: 148,510 shares 148,510 $12.7M 0.24% -2,802 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,683 shares; 2024Q4: 70,228 shares; 2025Q1: 53,480 shares; 2025Q2: 100,176 shares; 2025Q3: 105,693 shares; 2025Q4: 124,418 shares; 2026Q1: 129,120 shares; 2026Q2: 87,027 shares 87,027 $12.5M 0.23% -42,093 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: 22,242 shares; 2024Q4: 27,468 shares; 2025Q1: 29,000 shares; 2025Q2: 28,785 shares; 2025Q3: 28,901 shares; 2025Q4: not reported; 2026Q1: 33,477 shares; 2026Q2: 34,281 shares 34,281 $12.4M 0.23% +804 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: 71,008 shares; 2024Q4: 70,512 shares; 2025Q1: 71,385 shares; 2025Q2: 71,640 shares; 2025Q3: 71,706 shares; 2025Q4: not reported; 2026Q1: 70,644 shares; 2026Q2: 68,451 shares 68,451 $12.3M 0.23% -2,193 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,747 shares; 2025Q3: 8,815 shares; 2025Q4: not reported; 2026Q1: 7,523 shares; 2026Q2: 5,318 shares 5,318 $12.1M 0.22% -2,205 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: 14,189 shares; 2025Q1: 14,811 shares; 2025Q2: 16,930 shares; 2025Q3: 19,287 shares; 2025Q4: not reported; 2026Q1: 27,624 shares; 2026Q2: 27,771 shares 27,771 $12M 0.22% +147 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: 100,335 shares; 2024Q4: 104,524 shares; 2025Q1: 105,971 shares; 2025Q2: 108,225 shares; 2025Q3: 108,360 shares; 2025Q4: 108,050 shares; 2026Q1: 108,462 shares; 2026Q2: 108,612 shares 108,612 $12M 0.22% +150 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: 29,568 shares; 2024Q4: 38,278 shares; 2025Q1: 39,137 shares; 2025Q2: 52,883 shares; 2025Q3: 72,969 shares; 2025Q4: not reported; 2026Q1: 89,649 shares; 2026Q2: 90,183 shares 90,183 $11.6M 0.22% +534 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: 4,890 shares; 2024Q4: 7,409 shares; 2025Q1: 7,431 shares; 2025Q2: 6,805 shares; 2025Q3: 8,475 shares; 2025Q4: not reported; 2026Q1: 10,428 shares; 2026Q2: 10,841 shares 10,841 $11.5M 0.21% +413 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705,007 shares; 2024Q4: 719,288 shares; 2025Q1: 718,476 shares; 2025Q2: 716,699 shares; 2025Q3: 696,732 shares; 2025Q4: 631,559 shares; 2026Q1: 636,631 shares; 2026Q2: 623,977 shares 623,977 $11.2M 0.21% -12,654 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,091 shares; 2024Q4: 31,032 shares; 2025Q1: 34,215 shares; 2025Q2: 94,582 shares; 2025Q3: 126,586 shares; 2025Q4: 126,743 shares; 2026Q1: 128,257 shares; 2026Q2: 131,417 shares 131,417 $11M 0.2% +3,160 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,441 shares; 2024Q4: 114,222 shares; 2025Q1: 138,557 shares; 2025Q2: 195,108 shares; 2025Q3: 182,094 shares; 2025Q4: 200,901 shares; 2026Q1: 204,667 shares; 2026Q2: 233,340 shares 233,340 $10.9M 0.2% +28,673 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: 8,669 shares; 2024Q4: 8,887 shares; 2025Q1: 10,369 shares; 2025Q2: 25,320 shares; 2025Q3: 25,346 shares; 2025Q4: not reported; 2026Q1: 26,000 shares; 2026Q2: 28,870 shares 28,870 $10.7M 0.2% +2,870 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: 49,625 shares; 2024Q4: 74,187 shares; 2025Q1: 75,219 shares; 2025Q2: 73,901 shares; 2025Q3: 82,687 shares; 2025Q4: not reported; 2026Q1: 91,098 shares; 2026Q2: 91,074 shares 91,074 $10.7M 0.2% -24 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: 88,711 shares; 2024Q4: 89,001 shares; 2025Q1: 87,866 shares; 2025Q2: 87,977 shares; 2025Q3: 88,793 shares; 2025Q4: not reported; 2026Q1: 88,990 shares; 2026Q2: 88,840 shares 88,840 $10.7M 0.2% -150 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: 16,052 shares; 2024Q4: 16,922 shares; 2025Q1: 16,408 shares; 2025Q2: 18,224 shares; 2025Q3: 19,446 shares; 2025Q4: not reported; 2026Q1: 20,697 shares; 2026Q2: 121,265 shares 121,265 $10.4M 0.19% +100,568 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: 16,018 shares; 2024Q4: 44,249 shares; 2025Q1: 29,291 shares; 2025Q2: 20,931 shares; 2025Q3: 26,167 shares; 2025Q4: not reported; 2026Q1: 22,325 shares; 2026Q2: 24,767 shares 24,767 $10.3M 0.19% +2,442 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: 3,342 shares; 2025Q4: not reported; 2026Q1: 5,473 shares; 2026Q2: 5,106 shares 5,106 $10.1M 0.19% -367 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: 113,535 shares; 2024Q4: 118,917 shares; 2025Q1: 117,938 shares; 2025Q2: 118,022 shares; 2025Q3: 116,681 shares; 2025Q4: 117,885 shares; 2026Q1: 118,810 shares; 2026Q2: 122,742 shares 122,742 $10.1M 0.19% +3,932 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 3,315 shares; 2025Q1: 3,232 shares; 2025Q2: 5,404 shares; 2025Q3: 6,225 shares; 2025Q4: not reported; 2026Q1: 8,292 shares; 2026Q2: 8,565 shares 8,565 $10.1M 0.19% +273 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: 9,587 shares; 2024Q4: 12,008 shares; 2025Q1: 11,873 shares; 2025Q2: 17,244 shares; 2025Q3: 20,888 shares; 2025Q4: not reported; 2026Q1: 26,348 shares; 2026Q2: 26,739 shares 26,739 $9.99M 0.19% +391 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: 9,903 shares; 2024Q4: 12,674 shares; 2025Q1: 14,906 shares; 2025Q2: 13,749 shares; 2025Q3: 13,355 shares; 2025Q4: not reported; 2026Q1: 15,550 shares; 2026Q2: 13,705 shares 13,705 $9.91M 0.18% -1,845 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: 52,818 shares; 2024Q4: 59,392 shares; 2025Q1: 57,318 shares; 2025Q2: 68,273 shares; 2025Q3: 79,474 shares; 2025Q4: not reported; 2026Q1: 82,602 shares; 2026Q2: 72,183 shares 72,183 $9.77M 0.18% -10,419 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: 74,519 shares; 2024Q4: 77,674 shares; 2025Q1: 83,244 shares; 2025Q2: 90,799 shares; 2025Q3: 88,791 shares; 2025Q4: not reported; 2026Q1: 97,485 shares; 2026Q2: 122,759 shares 122,759 $9.47M 0.18% +25,274 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: 13,752 shares; 2024Q4: 20,635 shares; 2025Q1: 21,118 shares; 2025Q2: 22,876 shares; 2025Q3: 22,733 shares; 2025Q4: not reported; 2026Q1: 26,247 shares; 2026Q2: 26,979 shares 26,979 $9.26M 0.17% +732 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,038 shares; 2024Q4: 10,930 shares; 2025Q1: 11,414 shares; 2025Q2: 11,778 shares; 2025Q3: 12,129 shares; 2025Q4: not reported; 2026Q1: 18,077 shares; 2026Q2: 18,720 shares 18,720 $8.94M 0.17% +643 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,724 shares; 2024Q4: 1,945 shares; 2025Q1: 2,090 shares; 2025Q2: 4,980 shares; 2025Q3: 8,950 shares; 2025Q4: not reported; 2026Q1: 26,541 shares; 2026Q2: 26,145 shares 26,145 $8.91M 0.17% -396 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: 5,386 shares; 2024Q4: 7,803 shares; 2025Q1: 7,864 shares; 2025Q2: 7,754 shares; 2025Q3: 7,776 shares; 2025Q4: not reported; 2026Q1: 7,342 shares; 2026Q2: 11,375 shares 11,375 $8.68M 0.16% +4,033 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: 39,509 shares; 2024Q4: 42,618 shares; 2025Q1: 42,914 shares; 2025Q2: 40,593 shares; 2025Q3: 41,075 shares; 2025Q4: not reported; 2026Q1: 38,079 shares; 2026Q2: 39,723 shares 39,723 $8.66M 0.16% +1,644 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: 33,682 shares; 2024Q4: 36,663 shares; 2025Q1: 31,982 shares; 2025Q2: 33,810 shares; 2025Q3: 34,090 shares; 2025Q4: not reported; 2026Q1: 35,515 shares; 2026Q2: 35,684 shares 35,684 $8.65M 0.16% +169 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,457 shares; 2024Q4: 228,625 shares; 2025Q1: 222,662 shares; 2025Q2: 225,514 shares; 2025Q3: 297,252 shares; 2025Q4: 304,302 shares; 2026Q1: 315,388 shares; 2026Q2: 292,527 shares 292,527 $8.47M 0.16% -22,861 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,551 shares; 2024Q4: 78,792 shares; 2025Q1: 81,636 shares; 2025Q2: 80,673 shares; 2025Q3: 80,430 shares; 2025Q4: not reported; 2026Q1: 84,253 shares; 2026Q2: 82,089 shares 82,089 $8.4M 0.16% -2,164 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: 19,511 shares; 2024Q4: 22,912 shares; 2025Q1: 27,350 shares; 2025Q2: 28,020 shares; 2025Q3: 28,557 shares; 2025Q4: not reported; 2026Q1: 32,484 shares; 2026Q2: 33,304 shares 33,304 $8.38M 0.16% +820 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 37,865 shares; 2025Q4: not reported; 2026Q1: 186,606 shares; 2026Q2: 417,453 shares 417,453 $8.2M 0.15% +230,847 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: 26,451 shares; 2024Q4: 40,068 shares; 2025Q1: 43,336 shares; 2025Q2: 42,200 shares; 2025Q3: 51,480 shares; 2025Q4: not reported; 2026Q1: 55,237 shares; 2026Q2: 54,325 shares 54,325 $7.97M 0.15% -912 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: 21,809 shares; 2024Q4: 21,617 shares; 2025Q1: 20,621 shares; 2025Q2: 21,639 shares; 2025Q3: 24,088 shares; 2025Q4: not reported; 2026Q1: 29,681 shares; 2026Q2: 36,680 shares 36,680 $7.94M 0.15% +6,999 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: 83,729 shares; 2024Q4: 108,872 shares; 2025Q1: 107,907 shares; 2025Q2: 114,492 shares; 2025Q3: 129,189 shares; 2025Q4: 133,382 shares; 2026Q1: 126,892 shares; 2026Q2: 137,977 shares 137,977 $7.86M 0.15% +11,085 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: 18,688 shares; 2024Q4: 21,011 shares; 2025Q1: 25,177 shares; 2025Q2: 25,042 shares; 2025Q3: 25,229 shares; 2025Q4: not reported; 2026Q1: 24,855 shares; 2026Q2: 27,739 shares 27,739 $7.8M 0.15% +2,884 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,655 shares; 2024Q4: 18,113 shares; 2025Q1: 16,885 shares; 2025Q2: 17,058 shares; 2025Q3: 23,248 shares; 2025Q4: not reported; 2026Q1: 30,338 shares; 2026Q2: 27,307 shares 27,307 $7.8M 0.14% -3,031 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: 11,448 shares; 2024Q4: 26,032 shares; 2025Q1: 25,709 shares; 2025Q2: 27,222 shares; 2025Q3: 24,129 shares; 2025Q4: not reported; 2026Q1: 21,805 shares; 2026Q2: 95,092 shares 95,092 $7.66M 0.14% +73,287 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,938 shares; 2024Q4: 12,054 shares; 2025Q1: 11,854 shares; 2025Q2: 10,569 shares; 2025Q3: 10,632 shares; 2025Q4: not reported; 2026Q1: 11,731 shares; 2026Q2: 14,554 shares 14,554 $7.6M 0.14% +2,823 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: 40,797 shares; 2024Q4: 66,233 shares; 2025Q1: 66,624 shares; 2025Q2: 69,194 shares; 2025Q3: 69,028 shares; 2025Q4: not reported; 2026Q1: 76,172 shares; 2026Q2: 91,922 shares 91,922 $7.6M 0.14% +15,750 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: 14,552 shares; 2024Q4: 31,965 shares; 2025Q1: 32,439 shares; 2025Q2: 32,707 shares; 2025Q3: 33,721 shares; 2025Q4: not reported; 2026Q1: 34,860 shares; 2026Q2: 34,353 shares 34,353 $7.57M 0.14% -507 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: 47,203 shares; 2024Q4: 45,034 shares; 2025Q1: 47,757 shares; 2025Q2: 53,522 shares; 2025Q3: 54,045 shares; 2025Q4: not reported; 2026Q1: 53,201 shares; 2026Q2: 54,468 shares 54,468 $7.49M 0.14% +1,267 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,280 shares; 2024Q4: 388,956 shares; 2025Q1: 332,420 shares; 2025Q2: 332,525 shares; 2025Q3: 332,570 shares; 2025Q4: 337,522 shares; 2026Q1: 348,109 shares; 2026Q2: 332,854 shares 332,854 $7.46M 0.14% -15,255 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,312 shares; 2024Q4: 28,047 shares; 2025Q1: 27,236 shares; 2025Q2: 26,616 shares; 2025Q3: 34,026 shares; 2025Q4: not reported; 2026Q1: 34,229 shares; 2026Q2: 43,856 shares 43,856 $7.27M 0.14% +9,627 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: 116,647 shares; 2024Q4: 118,587 shares; 2025Q1: 116,560 shares; 2025Q2: 117,013 shares; 2025Q3: 117,208 shares; 2025Q4: 112,030 shares; 2026Q1: 102,766 shares; 2026Q2: 103,664 shares 103,664 $7.09M 0.13% +898 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: 14,793 shares; 2024Q4: 19,728 shares; 2025Q1: 21,831 shares; 2025Q2: 24,828 shares; 2025Q3: 34,473 shares; 2025Q4: 110,540 shares; 2026Q1: 139,568 shares; 2026Q2: 122,001 shares 122,001 $7.03M 0.13% -17,567 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: 21,268 shares; 2024Q4: 33,923 shares; 2025Q1: 21,047 shares; 2025Q2: 21,427 shares; 2025Q3: 29,738 shares; 2025Q4: not reported; 2026Q1: 68,846 shares; 2026Q2: 59,969 shares 59,969 $7M 0.13% -8,877 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,342 shares; 2024Q4: 141,342 shares; 2025Q1: 141,678 shares; 2025Q2: 141,931 shares; 2025Q3: 142,050 shares; 2025Q4: 142,107 shares; 2026Q1: 142,111 shares; 2026Q2: 142,146 shares 142,146 $6.92M 0.13% +35 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: 3,159 shares; 2024Q4: 13,587 shares; 2025Q1: 13,796 shares; 2025Q2: 20,123 shares; 2025Q3: 22,426 shares; 2025Q4: not reported; 2026Q1: 27,497 shares; 2026Q2: 34,438 shares 34,438 $6.91M 0.13% +6,941 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: not reported; 2025Q1: 5,345 shares; 2025Q2: 20,180 shares; 2025Q3: 49,174 shares; 2025Q4: 139,542 shares; 2026Q1: 129,555 shares; 2026Q2: 106,754 shares 106,754 $6.85M 0.13% -22,801 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,994 shares; 2025Q4: not reported; 2026Q1: 86,114 shares; 2026Q2: 84,443 shares 84,443 $6.84M 0.13% -1,671 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,370 shares; 2025Q3: 35,640 shares; 2025Q4: not reported; 2026Q1: 94,130 shares; 2026Q2: 90,876 shares 90,876 $6.77M 0.13% -3,254 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: 45,012 shares; 2024Q4: 44,040 shares; 2025Q1: 45,264 shares; 2025Q2: 49,684 shares; 2025Q3: 50,530 shares; 2025Q4: not reported; 2026Q1: 61,368 shares; 2026Q2: 68,853 shares 68,853 $6.65M 0.12% +7,485 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,133 shares; 2024Q4: 5,390 shares; 2025Q1: 4,985 shares; 2025Q2: 5,523 shares; 2025Q3: 5,675 shares; 2025Q4: not reported; 2026Q1: 77,455 shares; 2026Q2: 91,698 shares 91,698 $6.55M 0.12% +14,243 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: 17,957 shares; 2024Q4: 34,563 shares; 2025Q1: 20,225 shares; 2025Q2: 26,095 shares; 2025Q3: 23,363 shares; 2025Q4: not reported; 2026Q1: 26,484 shares; 2026Q2: 27,600 shares 27,600 $6.53M 0.12% +1,116 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: 6,962 shares; 2024Q4: 38,717 shares; 2025Q1: 41,470 shares; 2025Q2: 71,538 shares; 2025Q3: 72,622 shares; 2025Q4: not reported; 2026Q1: 82,568 shares; 2026Q2: 84,318 shares 84,318 $6.5M 0.12% +1,750 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,689 shares; 2025Q2: 24,849 shares; 2025Q3: 179,190 shares; 2025Q4: 339,516 shares; 2026Q1: 402,962 shares; 2026Q2: 378,855 shares 378,855 $6.37M 0.12% -24,107 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: 2,966 shares; 2024Q4: 3,474 shares; 2025Q1: 4,116 shares; 2025Q2: 3,621 shares; 2025Q3: 3,972 shares; 2025Q4: not reported; 2026Q1: 4,645 shares; 2026Q2: 6,291 shares 6,291 $6.36M 0.12% +1,646 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: 7,806 shares; 2025Q1: 19,610 shares; 2025Q2: 36,909 shares; 2025Q3: 40,520 shares; 2025Q4: not reported; 2026Q1: 47,932 shares; 2026Q2: 37,160 shares 37,160 $6.31M 0.12% -10,772 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: 7,491 shares; 2024Q4: 19,990 shares; 2025Q1: 20,972 shares; 2025Q2: 31,094 shares; 2025Q3: 33,911 shares; 2025Q4: not reported; 2026Q1: 42,419 shares; 2026Q2: 44,734 shares 44,734 $6.26M 0.12% +2,315 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,858 shares; 2024Q4: 411,070 shares; 2025Q1: 411,070 shares; 2025Q2: 411,183 shares; 2025Q3: 411,329 shares; 2025Q4: 311,340 shares; 2026Q1: 318,924 shares; 2026Q2: 301,552 shares 301,552 $6.25M 0.12% -17,372 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: 46,964 shares; 2024Q4: 51,719 shares; 2025Q1: 57,040 shares; 2025Q2: 58,664 shares; 2025Q3: 57,419 shares; 2025Q4: not reported; 2026Q1: 57,736 shares; 2026Q2: 67,673 shares 67,673 $6.14M 0.11% +9,937 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 11,246 shares; 2025Q1: 11,264 shares; 2025Q2: 11,785 shares; 2025Q3: 11,816 shares; 2025Q4: not reported; 2026Q1: 15,300 shares; 2026Q2: 16,479 shares 16,479 $6.07M 0.11% +1,179 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,791 shares; 2024Q4: 211,330 shares; 2025Q1: 219,121 shares; 2025Q2: 220,148 shares; 2025Q3: 220,868 shares; 2025Q4: 222,605 shares; 2026Q1: 216,373 shares; 2026Q2: 206,037 shares 206,037 $6.06M 0.11% -10,336 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: 3,057 shares; 2024Q4: 4,041 shares; 2025Q1: 4,469 shares; 2025Q2: 16,264 shares; 2025Q3: 23,218 shares; 2025Q4: not reported; 2026Q1: 23,477 shares; 2026Q2: 24,569 shares 24,569 $6.05M 0.11% +1,092 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,956 shares; 2026Q2: 224,624 shares 224,624 $5.96M 0.11% +196,668 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: 52,719 shares; 2024Q4: 53,985 shares; 2025Q1: 54,451 shares; 2025Q2: 53,811 shares; 2025Q3: 53,809 shares; 2025Q4: not reported; 2026Q1: 53,634 shares; 2026Q2: 47,348 shares 47,348 $5.89M 0.11% -6,286 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,018 shares; 2024Q4: 11,160 shares; 2025Q1: 11,624 shares; 2025Q2: 14,747 shares; 2025Q3: 14,381 shares; 2025Q4: not reported; 2026Q1: 15,107 shares; 2026Q2: 15,564 shares 15,564 $5.69M 0.11% +457 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: 6,508 shares; 2024Q4: 8,531 shares; 2025Q1: 23,114 shares; 2025Q2: 32,224 shares; 2025Q3: 31,647 shares; 2025Q4: not reported; 2026Q1: 27,566 shares; 2026Q2: 31,276 shares 31,276 $5.66M 0.11% +3,710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,012 shares; 2025Q3: 12,356 shares; 2025Q4: not reported; 2026Q1: 19,142 shares; 2026Q2: 19,511 shares 19,511 $5.65M 0.1% +369 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,792 shares; 2025Q3: 58,171 shares; 2025Q4: not reported; 2026Q1: 87,678 shares; 2026Q2: 84,926 shares 84,926 $5.63M 0.1% -2,752 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: 8,013 shares; 2024Q4: 17,356 shares; 2025Q1: 18,501 shares; 2025Q2: 27,679 shares; 2025Q3: 28,745 shares; 2025Q4: not reported; 2026Q1: 31,228 shares; 2026Q2: 30,301 shares 30,301 $5.6M 0.1% -927 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: 12,622 shares; 2024Q4: 16,840 shares; 2025Q1: 19,008 shares; 2025Q2: 16,081 shares; 2025Q3: 16,631 shares; 2025Q4: not reported; 2026Q1: 17,635 shares; 2026Q2: 18,750 shares 18,750 $5.59M 0.1% +1,115 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: 14,562 shares; 2024Q4: 19,930 shares; 2025Q1: 20,081 shares; 2025Q2: 20,490 shares; 2025Q3: 23,585 shares; 2025Q4: not reported; 2026Q1: 24,078 shares; 2026Q2: 27,941 shares 27,941 $5.52M 0.1% +3,863 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,340 shares; 2025Q3: 6,351 shares; 2025Q4: not reported; 2026Q1: 12,484 shares; 2026Q2: 11,390 shares 11,390 $5.51M 0.1% -1,094 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: 24,091 shares; 2024Q4: 29,944 shares; 2025Q1: 31,125 shares; 2025Q2: 33,046 shares; 2025Q3: 33,941 shares; 2025Q4: not reported; 2026Q1: 36,117 shares; 2026Q2: 37,132 shares 37,132 $5.51M 0.1% +1,015 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: 22,795 shares; 2024Q4: 23,239 shares; 2025Q1: 22,631 shares; 2025Q2: 22,001 shares; 2025Q3: 21,169 shares; 2025Q4: not reported; 2026Q1: 21,152 shares; 2026Q2: 22,237 shares 22,237 $5.4M 0.1% +1,085 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: 10,106 shares; 2024Q4: 10,327 shares; 2025Q1: 12,152 shares; 2025Q2: 24,761 shares; 2025Q3: 14,447 shares; 2025Q4: not reported; 2026Q1: 40,746 shares; 2026Q2: 34,818 shares 34,818 $5.35M 0.1% -5,928 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: 71,986 shares; 2024Q4: 74,460 shares; 2025Q1: 75,922 shares; 2025Q2: 76,762 shares; 2025Q3: 78,133 shares; 2025Q4: not reported; 2026Q1: 84,284 shares; 2026Q2: 73,227 shares 73,227 $5.28M 0.1% -11,057 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: 1,715 shares; 2024Q4: 2,313 shares; 2025Q1: 2,348 shares; 2025Q2: 3,058 shares; 2025Q3: 3,128 shares; 2025Q4: not reported; 2026Q1: 5,050 shares; 2026Q2: 43,824 shares 43,824 $5.24M 0.1% +38,774 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: 54,382 shares; 2024Q4: 81,641 shares; 2025Q1: 82,765 shares; 2025Q2: 84,768 shares; 2025Q3: 82,251 shares; 2025Q4: not reported; 2026Q1: 82,327 shares; 2026Q2: 86,820 shares 86,820 $5.18M 0.1% +4,493 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,385 shares 55,385 $5.18M 0.1% new 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: 11,925 shares; 2024Q4: 14,807 shares; 2025Q1: 14,267 shares; 2025Q2: 32,693 shares; 2025Q3: 35,084 shares; 2025Q4: not reported; 2026Q1: 74,182 shares; 2026Q2: 81,676 shares 81,676 $5.14M 0.1% +7,494 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: 7,037 shares; 2024Q4: 15,039 shares; 2025Q1: 14,885 shares; 2025Q2: 17,738 shares; 2025Q3: 20,027 shares; 2025Q4: not reported; 2026Q1: 34,723 shares; 2026Q2: 33,827 shares 33,827 $5.12M 0.1% -896 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: 13,686 shares; 2024Q4: 17,018 shares; 2025Q1: 18,960 shares; 2025Q2: 18,896 shares; 2025Q3: 19,339 shares; 2025Q4: not reported; 2026Q1: 24,629 shares; 2026Q2: 26,948 shares 26,948 $5.11M 0.1% +2,319 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: 4,796 shares; 2024Q4: 6,824 shares; 2025Q1: 6,955 shares; 2025Q2: 7,901 shares; 2025Q3: 8,968 shares; 2025Q4: not reported; 2026Q1: 8,768 shares; 2026Q2: 9,925 shares 9,925 $5.1M 0.09% +1,157 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 271,050 shares; 2026Q1: 298,006 shares; 2026Q2: 279,526 shares 279,526 $5.06M 0.09% -18,480 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: 2,029 shares; 2024Q4: 2,112 shares; 2025Q1: 2,473 shares; 2025Q2: 4,133 shares; 2025Q3: 5,144 shares; 2025Q4: not reported; 2026Q1: 6,861 shares; 2026Q2: 7,083 shares 7,083 $5.05M 0.09% +222 Timeline AIRO AIRO GROUP HLDGS INC More: the full row for AIRO GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682,191 shares; 2026Q2: 683,339 shares 683,339 $5.05M 0.09% +1,148 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: 3,804 shares; 2024Q4: 3,995 shares; 2025Q1: 4,191 shares; 2025Q2: 5,832 shares; 2025Q3: 5,724 shares; 2025Q4: not reported; 2026Q1: 10,904 shares; 2026Q2: 9,848 shares 9,848 $5.02M 0.09% -1,056 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,965 shares; 2024Q4: 38,612 shares; 2025Q1: 42,546 shares; 2025Q2: 71,970 shares; 2025Q3: 48,074 shares; 2025Q4: not reported; 2026Q1: 41,680 shares; 2026Q2: 28,782 shares 28,782 $5M 0.09% -12,898 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: 22,566 shares; 2024Q4: 25,668 shares; 2025Q1: 27,700 shares; 2025Q2: 32,209 shares; 2025Q3: 31,684 shares; 2025Q4: not reported; 2026Q1: 38,129 shares; 2026Q2: 31,864 shares 31,864 $4.99M 0.09% -6,265 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: 8,827 shares; 2024Q4: 11,500 shares; 2025Q1: 11,506 shares; 2025Q2: 11,602 shares; 2025Q3: 11,867 shares; 2025Q4: not reported; 2026Q1: 14,978 shares; 2026Q2: 16,139 shares 16,139 $4.94M 0.09% +1,161 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: 1,618 shares; 2024Q4: 1,825 shares; 2025Q1: 1,748 shares; 2025Q2: 4,451 shares; 2025Q3: 9,898 shares; 2025Q4: not reported; 2026Q1: 16,012 shares; 2026Q2: 15,752 shares 15,752 $4.93M 0.09% -260 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: 5,208 shares; 2024Q4: 6,481 shares; 2025Q1: 12,110 shares; 2025Q2: 11,697 shares; 2025Q3: 12,651 shares; 2025Q4: not reported; 2026Q1: 14,328 shares; 2026Q2: 14,395 shares 14,395 $4.87M 0.09% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,712 shares; 2025Q3: 9,920 shares; 2025Q4: not reported; 2026Q1: 15,349 shares; 2026Q2: 14,500 shares 14,500 $4.85M 0.09% -849 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,556 shares; 2024Q4: 57,300 shares; 2025Q1: 41,313 shares; 2025Q2: 43,366 shares; 2025Q3: 44,068 shares; 2025Q4: not reported; 2026Q1: 60,129 shares; 2026Q2: 57,654 shares 57,654 $4.78M 0.09% -2,475 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,797 shares; 2024Q4: 167,257 shares; 2025Q1: 161,403 shares; 2025Q2: 157,547 shares; 2025Q3: 165,891 shares; 2025Q4: 184,269 shares; 2026Q1: 193,142 shares; 2026Q2: 171,933 shares 171,933 $4.76M 0.09% -21,209 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,872 shares; 2024Q4: 9,174 shares; 2025Q1: 13,326 shares; 2025Q2: 32,900 shares; 2025Q3: 36,509 shares; 2025Q4: not reported; 2026Q1: 48,684 shares; 2026Q2: 50,525 shares 50,525 $4.73M 0.09% +1,841 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: 8,234 shares; 2024Q4: 17,624 shares; 2025Q1: 18,107 shares; 2025Q2: 20,613 shares; 2025Q3: 23,086 shares; 2025Q4: not reported; 2026Q1: 25,981 shares; 2026Q2: 26,752 shares 26,752 $4.72M 0.09% +771 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: 9,463 shares; 2024Q4: 9,209 shares; 2025Q1: 9,280 shares; 2025Q2: 9,470 shares; 2025Q3: 10,111 shares; 2025Q4: not reported; 2026Q1: 12,975 shares; 2026Q2: 16,414 shares 16,414 $4.46M 0.08% +3,439 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,164 shares; 2024Q4: 59,482 shares; 2025Q1: 64,482 shares; 2025Q2: 71,492 shares; 2025Q3: 72,881 shares; 2025Q4: not reported; 2026Q1: 82,127 shares; 2026Q2: 91,148 shares 91,148 $4.46M 0.08% +9,021 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: 8,399 shares; 2024Q4: 11,661 shares; 2025Q1: 7,457 shares; 2025Q2: 7,402 shares; 2025Q3: 7,578 shares; 2025Q4: not reported; 2026Q1: 52,951 shares; 2026Q2: 56,625 shares 56,625 $4.41M 0.08% +3,674 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,325 shares; 2024Q4: 53,420 shares; 2025Q1: 67,468 shares; 2025Q2: 70,677 shares; 2025Q3: 70,495 shares; 2025Q4: not reported; 2026Q1: 87,640 shares; 2026Q2: 97,777 shares 97,777 $4.41M 0.08% +10,137 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: 4,591 shares; 2024Q4: 6,705 shares; 2025Q1: 7,688 shares; 2025Q2: 17,567 shares; 2025Q3: 17,577 shares; 2025Q4: not reported; 2026Q1: 19,406 shares; 2026Q2: 17,252 shares 17,252 $4.41M 0.08% -2,154 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: 7,793 shares; 2024Q4: 9,477 shares; 2025Q1: 11,163 shares; 2025Q2: 10,624 shares; 2025Q3: 9,383 shares; 2025Q4: not reported; 2026Q1: 21,122 shares; 2026Q2: 23,070 shares 23,070 $4.4M 0.08% +1,948 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,871 shares; 2024Q4: 6,194 shares; 2025Q1: 6,149 shares; 2025Q2: 8,909 shares; 2025Q3: 8,481 shares; 2025Q4: not reported; 2026Q1: 8,132 shares; 2026Q2: 8,687 shares 8,687 $4.27M 0.08% +555 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: 8,778 shares; 2024Q4: 11,978 shares; 2025Q1: 12,143 shares; 2025Q2: 12,827 shares; 2025Q3: 12,925 shares; 2025Q4: not reported; 2026Q1: 13,650 shares; 2026Q2: 13,962 shares 13,962 $4.23M 0.08% +312 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: 3,666 shares; 2024Q4: 18,495 shares; 2025Q1: 18,647 shares; 2025Q2: 20,644 shares; 2025Q3: 20,953 shares; 2025Q4: not reported; 2026Q1: 22,550 shares; 2026Q2: 27,796 shares 27,796 $4.23M 0.08% +5,246 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,855 shares; 2025Q2: 29,609 shares; 2025Q3: 37,645 shares; 2025Q4: not reported; 2026Q1: 21,062 shares; 2026Q2: 77,444 shares 77,444 $4.21M 0.08% +56,382 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: 11,759 shares; 2024Q4: 13,606 shares; 2025Q1: 13,924 shares; 2025Q2: 21,572 shares; 2025Q3: 29,167 shares; 2025Q4: not reported; 2026Q1: 48,647 shares; 2026Q2: 44,894 shares 44,894 $4.19M 0.08% -3,753 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: 41,431 shares; 2024Q4: 202,411 shares; 2025Q1: 71,466 shares; 2025Q2: 67,772 shares; 2025Q3: 104,791 shares; 2025Q4: not reported; 2026Q1: 119,714 shares; 2026Q2: 101,331 shares 101,331 $4.16M 0.08% -18,383 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,404 shares; 2024Q4: 3,384 shares; 2025Q1: 3,391 shares; 2025Q2: 4,541 shares; 2025Q3: 13,148 shares; 2025Q4: not reported; 2026Q1: 13,081 shares; 2026Q2: 17,998 shares 17,998 $4.12M 0.08% +4,917 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,116 shares; 2025Q3: 37,963 shares; 2025Q4: not reported; 2026Q1: 40,351 shares; 2026Q2: 36,050 shares 36,050 $4.09M 0.08% -4,301 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: 34,481 shares; 2024Q4: 39,072 shares; 2025Q1: 40,682 shares; 2025Q2: 39,544 shares; 2025Q3: 40,493 shares; 2025Q4: not reported; 2026Q1: 45,730 shares; 2026Q2: 50,046 shares 50,046 $4.07M 0.08% +4,316 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,445 shares; 2025Q3: 7,702 shares; 2025Q4: not reported; 2026Q1: 8,647 shares; 2026Q2: 8,279 shares 8,279 $4.06M 0.08% -368 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: 3,025 shares; 2024Q4: 10,239 shares; 2025Q1: 11,408 shares; 2025Q2: 5,841 shares; 2025Q3: 12,396 shares; 2025Q4: not reported; 2026Q1: 21,109 shares; 2026Q2: 24,019 shares 24,019 $4.06M 0.08% +2,910 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: 11,411 shares; 2024Q4: 48,274 shares; 2025Q1: 36,273 shares; 2025Q2: 39,436 shares; 2025Q3: 55,734 shares; 2025Q4: not reported; 2026Q1: 67,095 shares; 2026Q2: 66,421 shares 66,421 $4.01M 0.07% -674 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: 3,848 shares; 2024Q4: 4,427 shares; 2025Q1: 6,421 shares; 2025Q2: 4,559 shares; 2025Q3: 4,693 shares; 2025Q4: not reported; 2026Q1: 6,756 shares; 2026Q2: 8,048 shares 8,048 $4M 0.07% +1,292 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,399 shares 77,399 $3.98M 0.07% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,005 shares; 2024Q4: 10,028 shares; 2025Q1: 12,010 shares; 2025Q2: 14,482 shares; 2025Q3: 14,152 shares; 2025Q4: not reported; 2026Q1: 16,303 shares; 2026Q2: 17,639 shares 17,639 $3.87M 0.07% +1,336 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: 10,293 shares; 2024Q4: 9,937 shares; 2025Q1: 10,139 shares; 2025Q2: 10,230 shares; 2025Q3: 10,475 shares; 2025Q4: not reported; 2026Q1: 9,670 shares; 2026Q2: 9,802 shares 9,802 $3.86M 0.07% +132 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: 5,045 shares; 2024Q4: 24,240 shares; 2025Q1: 24,856 shares; 2025Q2: 31,181 shares; 2025Q3: 35,717 shares; 2025Q4: not reported; 2026Q1: 44,317 shares; 2026Q2: 41,755 shares 41,755 $3.85M 0.07% -2,562 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,296 shares; 2024Q4: 3,341 shares; 2025Q1: 3,505 shares; 2025Q2: 3,448 shares; 2025Q3: 3,357 shares; 2025Q4: not reported; 2026Q1: 4,374 shares; 2026Q2: 9,010 shares 9,010 $3.84M 0.07% +4,636 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 921 shares; 2025Q1: 962 shares; 2025Q2: 1,131 shares; 2025Q3: 1,153 shares; 2025Q4: not reported; 2026Q1: 4,251 shares; 2026Q2: 8,515 shares 8,515 $3.8M 0.07% +4,264 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,275 shares; 2024Q4: 19,822 shares; 2025Q1: 19,483 shares; 2025Q2: 19,980 shares; 2025Q3: 20,034 shares; 2025Q4: not reported; 2026Q1: 19,037 shares; 2026Q2: 17,810 shares 17,810 $3.79M 0.07% -1,227 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: 48,201 shares; 2024Q4: 666,318 shares; 2025Q1: 661,719 shares; 2025Q2: 542,777 shares; 2025Q3: 558,023 shares; 2025Q4: 435,487 shares; 2026Q1: 140,565 shares; 2026Q2: 155,516 shares 155,516 $3.74M 0.07% +14,951 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: 2,468 shares; 2024Q4: 2,885 shares; 2025Q1: 2,908 shares; 2025Q2: 4,967 shares; 2025Q3: 9,077 shares; 2025Q4: not reported; 2026Q1: 12,560 shares; 2026Q2: 10,451 shares 10,451 $3.7M 0.07% -2,109 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: 2,941 shares; 2024Q4: 3,672 shares; 2025Q1: 3,787 shares; 2025Q2: 5,047 shares; 2025Q3: 4,860 shares; 2025Q4: not reported; 2026Q1: 8,940 shares; 2026Q2: 9,308 shares 9,308 $3.7M 0.07% +368 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: 24,863 shares; 2024Q4: 26,767 shares; 2025Q1: 28,464 shares; 2025Q2: 28,265 shares; 2025Q3: 29,971 shares; 2025Q4: not reported; 2026Q1: 42,858 shares; 2026Q2: 37,370 shares 37,370 $3.6M 0.07% -5,488 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,441 shares; 2024Q4: 7,279 shares; 2025Q1: 7,308 shares; 2025Q2: 6,993 shares; 2025Q3: 7,269 shares; 2025Q4: not reported; 2026Q1: 6,329 shares; 2026Q2: 10,813 shares 10,813 $3.59M 0.07% +4,484 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: 7,637 shares; 2024Q4: 9,286 shares; 2025Q1: 10,778 shares; 2025Q2: 11,128 shares; 2025Q3: 11,148 shares; 2025Q4: not reported; 2026Q1: 12,907 shares; 2026Q2: 13,142 shares 13,142 $3.55M 0.07% +235 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,436 shares; 2024Q4: 21,374 shares; 2025Q1: 20,375 shares; 2025Q2: 20,562 shares; 2025Q3: 20,260 shares; 2025Q4: not reported; 2026Q1: 22,690 shares; 2026Q2: 22,362 shares 22,362 $3.51M 0.07% -328 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120,663 shares; 2025Q1: 120,663 shares; 2025Q2: 120,663 shares; 2025Q3: 120,663 shares; 2025Q4: 120,663 shares; 2026Q1: 120,663 shares; 2026Q2: 120,663 shares 120,663 $3.49M 0.06% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,551 shares; 2024Q4: 5,885 shares; 2025Q1: 5,777 shares; 2025Q2: 6,262 shares; 2025Q3: 6,349 shares; 2025Q4: not reported; 2026Q1: 9,874 shares; 2026Q2: 9,147 shares 9,147 $3.46M 0.06% -727 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: 3,421 shares; 2024Q4: 4,409 shares; 2025Q1: 4,690 shares; 2025Q2: 4,975 shares; 2025Q3: 5,063 shares; 2025Q4: not reported; 2026Q1: 6,327 shares; 2026Q2: 6,871 shares 6,871 $3.44M 0.06% +544 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: not reported; 2024Q4: 2,192 shares; 2025Q1: 2,431 shares; 2025Q2: 11,323 shares; 2025Q3: 16,311 shares; 2025Q4: not reported; 2026Q1: 14,287 shares; 2026Q2: 13,304 shares 13,304 $3.4M 0.06% -983 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: 103,228 shares; 2024Q4: 81,855 shares; 2025Q1: 86,578 shares; 2025Q2: 90,338 shares; 2025Q3: 78,160 shares; 2025Q4: not reported; 2026Q1: 33,662 shares; 2026Q2: 40,705 shares 40,705 $3.4M 0.06% +7,043 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 2,616 shares; 2026Q2: 5,511 shares 5,511 $3.4M 0.06% +2,895 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: 11,597 shares; 2024Q4: 12,782 shares; 2025Q1: 13,382 shares; 2025Q2: 12,164 shares; 2025Q3: 12,711 shares; 2025Q4: not reported; 2026Q1: 14,517 shares; 2026Q2: 16,168 shares 16,168 $3.38M 0.06% +1,651 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,447 shares; 2025Q3: 2,009 shares; 2025Q4: not reported; 2026Q1: 4,001 shares; 2026Q2: 4,072 shares 4,072 $3.38M 0.06% +71 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: 19,293 shares; 2024Q4: 30,762 shares; 2025Q1: 29,251 shares; 2025Q2: 31,143 shares; 2025Q3: 34,933 shares; 2025Q4: not reported; 2026Q1: 34,040 shares; 2026Q2: 34,755 shares 34,755 $3.35M 0.06% +715 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,659 shares; 2024Q4: 16,836 shares; 2025Q1: 17,759 shares; 2025Q2: 22,382 shares; 2025Q3: 15,964 shares; 2025Q4: not reported; 2026Q1: 20,635 shares; 2026Q2: 21,185 shares 21,185 $3.35M 0.06% +550 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: 1,575 shares; 2025Q1: 1,574 shares; 2025Q2: 1,699 shares; 2025Q3: 1,595 shares; 2025Q4: not reported; 2026Q1: 3,447 shares; 2026Q2: 3,480 shares 3,480 $3.35M 0.06% +33 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,572 shares; 2025Q1: 4,498 shares; 2025Q2: 4,764 shares; 2025Q3: 5,645 shares; 2025Q4: not reported; 2026Q1: 6,133 shares; 2026Q2: 6,371 shares 6,371 $3.31M 0.06% +238 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: 26,442 shares; 2024Q4: 28,282 shares; 2025Q1: 29,314 shares; 2025Q2: 30,135 shares; 2025Q3: 30,551 shares; 2025Q4: not reported; 2026Q1: 37,055 shares; 2026Q2: 37,564 shares 37,564 $3.3M 0.06% +509 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: 23,802 shares; 2024Q4: 19,284 shares; 2025Q1: 17,704 shares; 2025Q2: 18,061 shares; 2025Q3: 17,351 shares; 2025Q4: not reported; 2026Q1: 22,207 shares; 2026Q2: 22,341 shares 22,341 $3.27M 0.06% +134 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,945 shares; 2026Q2: 63,429 shares 63,429 $3.26M 0.06% +54,484 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 10,838 shares; 2025Q4: not reported; 2026Q1: 18,383 shares; 2026Q2: 44,790 shares 44,790 $3.24M 0.06% +26,407 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: 3,270 shares; 2024Q4: 4,548 shares; 2025Q1: 4,219 shares; 2025Q2: 4,319 shares; 2025Q3: 4,416 shares; 2025Q4: not reported; 2026Q1: 4,934 shares; 2026Q2: 5,098 shares 5,098 $3.23M 0.06% +164 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,822 shares 41,822 $3.23M 0.06% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,033 shares; 2024Q4: 3,176 shares; 2025Q1: 3,238 shares; 2025Q2: 4,034 shares; 2025Q3: 4,070 shares; 2025Q4: not reported; 2026Q1: 10,465 shares; 2026Q2: 7,905 shares 7,905 $3.22M 0.06% -2,560 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: 2,890 shares; 2024Q4: 3,277 shares; 2025Q1: 3,742 shares; 2025Q2: 4,736 shares; 2025Q3: 6,269 shares; 2025Q4: not reported; 2026Q1: 9,242 shares; 2026Q2: 9,691 shares 9,691 $3.2M 0.06% +449 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: 20,469 shares; 2024Q4: 20,670 shares; 2025Q1: 19,626 shares; 2025Q2: 19,957 shares; 2025Q3: 20,599 shares; 2025Q4: not reported; 2026Q1: 18,934 shares; 2026Q2: 19,031 shares 19,031 $3.13M 0.06% +97 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: 9,565 shares; 2024Q4: 9,479 shares; 2025Q1: 10,980 shares; 2025Q2: 16,600 shares; 2025Q3: 13,396 shares; 2025Q4: not reported; 2026Q1: 12,269 shares; 2026Q2: 10,447 shares 10,447 $3.11M 0.06% -1,822 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,344 shares; 2025Q3: 16,030 shares; 2025Q4: not reported; 2026Q1: 19,829 shares; 2026Q2: 17,689 shares 17,689 $3.11M 0.06% -2,140 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: 7,270 shares; 2024Q4: 7,516 shares; 2025Q1: 8,359 shares; 2025Q2: 9,916 shares; 2025Q3: 9,865 shares; 2025Q4: not reported; 2026Q1: 13,626 shares; 2026Q2: 14,558 shares 14,558 $3.1M 0.06% +932 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: not reported; 2025Q1: not reported; 2025Q2: 6,042 shares; 2025Q3: 8,555 shares; 2025Q4: not reported; 2026Q1: 11,699 shares; 2026Q2: 11,391 shares 11,391 $3.09M 0.06% -308 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: 5,778 shares; 2024Q4: 8,738 shares; 2025Q1: 10,105 shares; 2025Q2: 10,194 shares; 2025Q3: 12,119 shares; 2025Q4: not reported; 2026Q1: 20,678 shares; 2026Q2: 18,527 shares 18,527 $3.09M 0.06% -2,151 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,176 shares; 2026Q2: 74,292 shares 74,292 $3.06M 0.06% +69,116 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,063 shares; 2026Q2: 62,114 shares 62,114 $3.06M 0.06% +58,051 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,984 shares; 2024Q4: 10,397 shares; 2025Q1: 13,176 shares; 2025Q2: 19,562 shares; 2025Q3: 23,752 shares; 2025Q4: not reported; 2026Q1: 29,303 shares; 2026Q2: 29,268 shares 29,268 $3.04M 0.06% -35 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,376 shares; 2024Q4: 52,998 shares; 2025Q1: 50,543 shares; 2025Q2: 50,712 shares; 2025Q3: 51,235 shares; 2025Q4: not reported; 2026Q1: 55,448 shares; 2026Q2: 55,270 shares 55,270 $2.96M 0.06% -178 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,533 shares; 2024Q4: 18,438 shares; 2025Q1: 18,260 shares; 2025Q2: 17,588 shares; 2025Q3: 19,436 shares; 2025Q4: not reported; 2026Q1: 19,114 shares; 2026Q2: 23,758 shares 23,758 $2.96M 0.05% +4,644 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: 7,403 shares; 2024Q4: 12,126 shares; 2025Q1: 13,376 shares; 2025Q2: 17,917 shares; 2025Q3: 16,535 shares; 2025Q4: not reported; 2026Q1: 31,115 shares; 2026Q2: 27,262 shares 27,262 $2.93M 0.05% -3,853 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: 3,810 shares; 2024Q4: 4,988 shares; 2025Q1: 6,076 shares; 2025Q2: 11,463 shares; 2025Q3: 11,506 shares; 2025Q4: not reported; 2026Q1: 11,489 shares; 2026Q2: 11,452 shares 11,452 $2.93M 0.05% -37 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,123 shares; 2026Q2: 27,924 shares 27,924 $2.92M 0.05% +3,801 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 821 shares; 2025Q1: 675 shares; 2025Q2: 771 shares; 2025Q3: 897 shares; 2025Q4: not reported; 2026Q1: 1,297 shares; 2026Q2: 1,433 shares 1,433 $2.85M 0.05% +136 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,809 shares; 2025Q1: 3,985 shares; 2025Q2: 12,239 shares; 2025Q3: 12,740 shares; 2025Q4: not reported; 2026Q1: 17,090 shares; 2026Q2: 19,104 shares 19,104 $2.79M 0.05% +2,014 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 16,694 shares 16,694 $2.78M 0.05% new 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: 5,218 shares; 2024Q4: 10,026 shares; 2025Q1: 8,765 shares; 2025Q2: 9,446 shares; 2025Q3: 9,963 shares; 2025Q4: not reported; 2026Q1: 11,669 shares; 2026Q2: 12,417 shares 12,417 $2.78M 0.05% +748 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,730 shares; 2024Q4: 6,761 shares; 2025Q1: 6,677 shares; 2025Q2: 10,703 shares; 2025Q3: 9,805 shares; 2025Q4: not reported; 2026Q1: 7,703 shares; 2026Q2: 8,112 shares 8,112 $2.77M 0.05% +409 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS 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: 36,707 shares; 2025Q3: 51,803 shares; 2025Q4: not reported; 2026Q1: 51,380 shares; 2026Q2: 109,450 shares 109,450 $2.76M 0.05% +58,070 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,482 shares; 2025Q3: 37,325 shares; 2025Q4: not reported; 2026Q1: 43,967 shares; 2026Q2: 41,545 shares 41,545 $2.76M 0.05% -2,422 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 971 shares; 2025Q1: not reported; 2025Q2: 1,483 shares; 2025Q3: 1,760 shares; 2025Q4: not reported; 2026Q1: 4,291 shares; 2026Q2: 4,161 shares 4,161 $2.73M 0.05% -130 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: 10,748 shares; 2024Q4: 17,702 shares; 2025Q1: 35,981 shares; 2025Q2: 36,331 shares; 2025Q3: 39,604 shares; 2025Q4: not reported; 2026Q1: 36,110 shares; 2026Q2: 37,885 shares 37,885 $2.73M 0.05% +1,775 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: 262 shares; 2024Q4: 948 shares; 2025Q1: 1,003 shares; 2025Q2: 571 shares; 2025Q3: 2,906 shares; 2025Q4: not reported; 2026Q1: 6,131 shares; 2026Q2: 4,325 shares 4,325 $2.7M 0.05% -1,806 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: 8,862 shares; 2024Q4: 14,570 shares; 2025Q1: 14,639 shares; 2025Q2: 14,669 shares; 2025Q3: 16,157 shares; 2025Q4: not reported; 2026Q1: 20,303 shares; 2026Q2: 22,923 shares 22,923 $2.69M 0.05% +2,620 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,644 shares; 2025Q4: not reported; 2026Q1: 21,779 shares; 2026Q2: 21,799 shares 21,799 $2.68M 0.05% +20 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,501 shares; 2024Q4: 44,781 shares; 2025Q1: 40,852 shares; 2025Q2: 42,598 shares; 2025Q3: 40,774 shares; 2025Q4: not reported; 2026Q1: 49,767 shares; 2026Q2: 51,538 shares 51,538 $2.67M 0.05% +1,771 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,860 shares; 2024Q4: 21,266 shares; 2025Q1: 22,915 shares; 2025Q2: 24,248 shares; 2025Q3: 27,664 shares; 2025Q4: not reported; 2026Q1: 28,247 shares; 2026Q2: 27,703 shares 27,703 $2.64M 0.05% -544 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: 20,827 shares; 2024Q4: 105,089 shares; 2025Q1: 104,646 shares; 2025Q2: 96,418 shares; 2025Q3: 92,210 shares; 2025Q4: not reported; 2026Q1: 92,461 shares; 2026Q2: 82,170 shares 82,170 $2.61M 0.05% -10,291 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,465 shares; 2025Q1: not reported; 2025Q2: 6,544 shares; 2025Q3: 6,248 shares; 2025Q4: not reported; 2026Q1: 8,137 shares; 2026Q2: 10,003 shares 10,003 $2.6M 0.05% +1,866 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,014 shares; 2024Q4: 12,213 shares; 2025Q1: 13,009 shares; 2025Q2: 13,244 shares; 2025Q3: 12,941 shares; 2025Q4: not reported; 2026Q1: 11,988 shares; 2026Q2: 13,837 shares 13,837 $2.6M 0.05% +1,849 Timeline WRD WERIDE INC More: the full row for WERIDE 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: 444,823 shares; 2025Q4: 444,723 shares; 2026Q1: 444,723 shares; 2026Q2: 444,723 shares 444,723 $2.59M 0.05% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,859 shares; 2024Q4: 25,650 shares; 2025Q1: 25,251 shares; 2025Q2: 25,821 shares; 2025Q3: 26,089 shares; 2025Q4: not reported; 2026Q1: 26,929 shares; 2026Q2: 27,121 shares 27,121 $2.56M 0.05% +192 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,466 shares; 2026Q2: 33,779 shares 33,779 $2.56M 0.05% -21,687 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: not reported; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 7,919 shares; 2025Q3: 10,177 shares; 2025Q4: not reported; 2026Q1: 5,935 shares; 2026Q2: 10,107 shares 10,107 $2.54M 0.05% +4,172 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,592 shares; 2024Q4: 21,176 shares; 2025Q1: 18,787 shares; 2025Q2: 16,434 shares; 2025Q3: 14,660 shares; 2025Q4: not reported; 2026Q1: 15,508 shares; 2026Q2: 22,263 shares 22,263 $2.54M 0.05% +6,755 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 1,642 shares; 2025Q1: 1,644 shares; 2025Q2: 1,648 shares; 2025Q3: 1,651 shares; 2025Q4: not reported; 2026Q1: 3,138 shares; 2026Q2: 3,961 shares 3,961 $2.54M 0.05% +823 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 4,387 shares; 2025Q3: 6,785 shares; 2025Q4: not reported; 2026Q1: 15,411 shares; 2026Q2: 32,606 shares 32,606 $2.54M 0.05% +17,195 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: 9,506 shares; 2024Q4: 10,601 shares; 2025Q1: 9,672 shares; 2025Q2: 10,013 shares; 2025Q3: 16,473 shares; 2025Q4: not reported; 2026Q1: 17,904 shares; 2026Q2: 18,426 shares 18,426 $2.52M 0.05% +522 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,233 shares 11,233 $2.52M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares; 2025Q2: 13,892 shares; 2025Q3: 17,663 shares; 2025Q4: not reported; 2026Q1: 35,833 shares; 2026Q2: 35,456 shares 35,456 $2.48M 0.05% -377 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,030 shares; 2024Q4: 68,950 shares; 2025Q1: 69,342 shares; 2025Q2: 71,943 shares; 2025Q3: 67,305 shares; 2025Q4: not reported; 2026Q1: 68,286 shares; 2026Q2: 90,975 shares 90,975 $2.43M 0.05% +22,689 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,695 shares; 2026Q2: 2,810 shares 2,810 $2.41M 0.04% +115 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 2,523 shares; 2025Q1: 2,453 shares; 2025Q2: 3,265 shares; 2025Q3: 2,973 shares; 2025Q4: not reported; 2026Q1: 3,562 shares; 2026Q2: 3,186 shares 3,186 $2.41M 0.04% -376 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: 11,909 shares; 2024Q4: 14,359 shares; 2025Q1: 15,050 shares; 2025Q2: 17,258 shares; 2025Q3: 17,634 shares; 2025Q4: not reported; 2026Q1: 18,108 shares; 2026Q2: 18,796 shares 18,796 $2.37M 0.04% +688 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: 3,021 shares; 2024Q4: 6,080 shares; 2025Q1: 6,834 shares; 2025Q2: 6,528 shares; 2025Q3: 7,610 shares; 2025Q4: not reported; 2026Q1: 16,778 shares; 2026Q2: 18,137 shares 18,137 $2.37M 0.04% +1,359 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,808 shares; 2025Q1: 1,815 shares; 2025Q2: 1,938 shares; 2025Q3: 1,727 shares; 2025Q4: not reported; 2026Q1: 1,947 shares; 2026Q2: 2,411 shares 2,411 $2.36M 0.04% +464 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,057 shares; 2024Q4: 6,500 shares; 2025Q1: 6,646 shares; 2025Q2: 7,930 shares; 2025Q3: 8,246 shares; 2025Q4: not reported; 2026Q1: 9,770 shares; 2026Q2: 9,897 shares 9,897 $2.35M 0.04% +127 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: 27,150 shares; 2024Q4: 27,376 shares; 2025Q1: 27,464 shares; 2025Q2: 31,841 shares; 2025Q3: 28,559 shares; 2025Q4: not reported; 2026Q1: 46,988 shares; 2026Q2: 55,109 shares 55,109 $2.35M 0.04% +8,121 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,565 shares 10,565 $2.34M 0.04% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,529 shares; 2024Q4: 9,336 shares; 2025Q1: 9,829 shares; 2025Q2: 17,309 shares; 2025Q3: 23,144 shares; 2025Q4: not reported; 2026Q1: 13,554 shares; 2026Q2: 12,634 shares 12,634 $2.33M 0.04% -920 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: 27,282 shares; 2024Q4: 43,986 shares; 2025Q1: 44,774 shares; 2025Q2: 41,358 shares; 2025Q3: 42,758 shares; 2025Q4: not reported; 2026Q1: 50,956 shares; 2026Q2: 54,565 shares 54,565 $2.31M 0.04% +3,609 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,375 shares; 2024Q4: 50,375 shares; 2025Q1: 41,209 shares; 2025Q2: 41,209 shares; 2025Q3: 41,209 shares; 2025Q4: not reported; 2026Q1: 41,209 shares; 2026Q2: 41,209 shares 41,209 $2.31M 0.04% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,486 shares; 2025Q3: 3,847 shares; 2025Q4: not reported; 2026Q1: 7,319 shares; 2026Q2: 6,853 shares 6,853 $2.3M 0.04% -466 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 28,513 shares 28,513 $2.29M 0.04% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,498 shares; 2025Q2: 13,766 shares; 2025Q3: 20,351 shares; 2025Q4: not reported; 2026Q1: 17,941 shares; 2026Q2: 15,500 shares 15,500 $2.27M 0.04% -2,441 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,986 shares; 2025Q2: 18,813 shares; 2025Q3: 22,486 shares; 2025Q4: not reported; 2026Q1: 37,562 shares; 2026Q2: 32,294 shares 32,294 $2.26M 0.04% -5,268 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,648 shares; 2025Q2: 25,131 shares; 2025Q3: 24,717 shares; 2025Q4: not reported; 2026Q1: 47,148 shares; 2026Q2: 49,922 shares 49,922 $2.25M 0.04% +2,774 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,665 shares; 2025Q1: 1,803 shares; 2025Q2: 4,504 shares; 2025Q3: 5,681 shares; 2025Q4: not reported; 2026Q1: 5,603 shares; 2026Q2: 5,397 shares 5,397 $2.25M 0.04% -206 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: 253 shares; 2024Q4: 326 shares; 2025Q1: 300 shares; 2025Q2: 567 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 1,877 shares; 2026Q2: 2,138 shares 2,138 $2.23M 0.04% +261 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: 4,620 shares; 2024Q4: 4,652 shares; 2025Q1: 4,641 shares; 2025Q2: 7,895 shares; 2025Q3: 10,030 shares; 2025Q4: not reported; 2026Q1: 9,993 shares; 2026Q2: 9,966 shares 9,966 $2.22M 0.04% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,275 shares; 2025Q3: 18,518 shares; 2025Q4: not reported; 2026Q1: 41,884 shares; 2026Q2: 40,712 shares 40,712 $2.22M 0.04% -1,172 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: 4,541 shares; 2024Q4: 6,861 shares; 2025Q1: 6,848 shares; 2025Q2: 6,666 shares; 2025Q3: 7,026 shares; 2025Q4: not reported; 2026Q1: 8,902 shares; 2026Q2: 9,844 shares 9,844 $2.19M 0.04% +942 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 13,182 shares; 2025Q3: 23,511 shares; 2025Q4: not reported; 2026Q1: 39,852 shares; 2026Q2: 42,927 shares 42,927 $2.19M 0.04% +3,075 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: 5,883 shares; 2024Q4: 5,916 shares; 2025Q1: 5,932 shares; 2025Q2: 5,946 shares; 2025Q3: 5,960 shares; 2025Q4: not reported; 2026Q1: 6,013 shares; 2026Q2: 6,044 shares 6,044 $2.18M 0.04% +31 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: 18,471 shares; 2024Q4: 18,777 shares; 2025Q1: 18,914 shares; 2025Q2: 19,071 shares; 2025Q3: 19,210 shares; 2025Q4: not reported; 2026Q1: 13,718 shares; 2026Q2: 14,487 shares 14,487 $2.17M 0.04% +769 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,207 shares; 2024Q4: 6,188 shares; 2025Q1: 7,055 shares; 2025Q2: 10,390 shares; 2025Q3: 11,671 shares; 2025Q4: not reported; 2026Q1: 22,915 shares; 2026Q2: 11,393 shares 11,393 $2.17M 0.04% -11,522 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: 6,297 shares; 2024Q4: 6,183 shares; 2025Q1: 6,451 shares; 2025Q2: 7,576 shares; 2025Q3: 9,891 shares; 2025Q4: not reported; 2026Q1: 13,884 shares; 2026Q2: 14,998 shares 14,998 $2.17M 0.04% +1,114 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 2,753 shares; 2025Q1: 2,714 shares; 2025Q2: 3,342 shares; 2025Q3: 2,902 shares; 2025Q4: not reported; 2026Q1: 42,949 shares; 2026Q2: 21,788 shares 21,788 $2.16M 0.04% -21,161 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,993 shares; 2025Q2: 9,354 shares; 2025Q3: 8,353 shares; 2025Q4: not reported; 2026Q1: 13,899 shares; 2026Q2: 11,191 shares 11,191 $2.16M 0.04% -2,708 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 10,216 shares; 2025Q4: not reported; 2026Q1: 18,872 shares; 2026Q2: 12,830 shares 12,830 $2.16M 0.04% -6,042 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: 66,279 shares; 2024Q4: 166,265 shares; 2025Q1: 111,716 shares; 2025Q2: 119,924 shares; 2025Q3: 131,247 shares; 2025Q4: 106,716 shares; 2026Q1: 106,044 shares; 2026Q2: 87,842 shares 87,842 $2.16M 0.04% -18,202 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: 186 shares; 2024Q4: 251 shares; 2025Q1: 266 shares; 2025Q2: 353 shares; 2025Q3: 447 shares; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 12,026 shares 12,026 $2.14M 0.04% +11,059 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: 6,542 shares; 2024Q4: 11,392 shares; 2025Q1: 10,887 shares; 2025Q2: 11,648 shares; 2025Q3: 11,720 shares; 2025Q4: not reported; 2026Q1: 14,256 shares; 2026Q2: 14,817 shares 14,817 $2.12M 0.04% +561 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: 42,510 shares; 2024Q4: not reported; 2025Q1: 5,653 shares; 2025Q2: 29,878 shares; 2025Q3: 43,669 shares; 2025Q4: not reported; 2026Q1: 34,834 shares; 2026Q2: 51,328 shares 51,328 $2.12M 0.04% +16,494 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: not reported; 2024Q4: 11,253 shares; 2025Q1: 12,976 shares; 2025Q2: 14,761 shares; 2025Q3: 44,185 shares; 2025Q4: not reported; 2026Q1: 67,481 shares; 2026Q2: 66,023 shares 66,023 $2.11M 0.04% -1,458 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: 13,922 shares; 2024Q4: 14,034 shares; 2025Q1: 12,710 shares; 2025Q2: 12,674 shares; 2025Q3: 12,816 shares; 2025Q4: not reported; 2026Q1: 12,856 shares; 2026Q2: 9,259 shares 9,259 $2.1M 0.04% -3,597 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,391 shares; 2024Q4: 8,258 shares; 2025Q1: 21,074 shares; 2025Q2: 15,208 shares; 2025Q3: 27,836 shares; 2025Q4: not reported; 2026Q1: 27,294 shares; 2026Q2: 27,466 shares 27,466 $2.09M 0.04% +172 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: 2,267 shares; 2024Q4: 2,328 shares; 2025Q1: 2,771 shares; 2025Q2: 5,346 shares; 2025Q3: 5,622 shares; 2025Q4: not reported; 2026Q1: 6,386 shares; 2026Q2: 7,994 shares 7,994 $2.08M 0.04% +1,608 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: 1,816 shares; 2024Q4: 2,944 shares; 2025Q1: 3,004 shares; 2025Q2: 4,630 shares; 2025Q3: 6,871 shares; 2025Q4: not reported; 2026Q1: 9,222 shares; 2026Q2: 9,267 shares 9,267 $2.08M 0.04% +45 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: 4,520 shares; 2024Q4: 5,710 shares; 2025Q1: 6,883 shares; 2025Q2: 6,954 shares; 2025Q3: 6,936 shares; 2025Q4: not reported; 2026Q1: 13,939 shares; 2026Q2: 21,124 shares 21,124 $2.08M 0.04% +7,185 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,639 shares; 2024Q4: 58,132 shares; 2025Q1: 52,331 shares; 2025Q2: 52,188 shares; 2025Q3: 59,732 shares; 2025Q4: not reported; 2026Q1: 55,680 shares; 2026Q2: 67,309 shares 67,309 $2.05M 0.04% +11,629 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: 3,418 shares; 2024Q4: 3,736 shares; 2025Q1: 3,724 shares; 2025Q2: 4,354 shares; 2025Q3: 3,781 shares; 2025Q4: not reported; 2026Q1: 9,981 shares; 2026Q2: 7,333 shares 7,333 $2.02M 0.04% -2,648 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,836 shares; 2025Q3: 11,780 shares; 2025Q4: not reported; 2026Q1: 24,515 shares; 2026Q2: 21,810 shares 21,810 $2M 0.04% -2,705 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,427 shares; 2024Q4: 14,492 shares; 2025Q1: 12,068 shares; 2025Q2: 12,284 shares; 2025Q3: 11,149 shares; 2025Q4: not reported; 2026Q1: 11,017 shares; 2026Q2: 14,851 shares 14,851 $2M 0.04% +3,834 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: 7,901 shares; 2024Q4: 8,068 shares; 2025Q1: 7,505 shares; 2025Q2: 10,750 shares; 2025Q3: 15,094 shares; 2025Q4: not reported; 2026Q1: 14,191 shares; 2026Q2: 9,672 shares 9,672 $1.98M 0.04% -4,519 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 7,588 shares; 2025Q4: not reported; 2026Q1: 22,954 shares; 2026Q2: 17,190 shares 17,190 $1.98M 0.04% -5,764 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: 6,057 shares; 2024Q4: 5,981 shares; 2025Q1: 6,002 shares; 2025Q2: 5,928 shares; 2025Q3: 5,819 shares; 2025Q4: not reported; 2026Q1: 7,853 shares; 2026Q2: 6,567 shares 6,567 $1.96M 0.04% -1,286 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: 5,446 shares; 2024Q4: 5,449 shares; 2025Q1: 5,137 shares; 2025Q2: 6,083 shares; 2025Q3: 7,307 shares; 2025Q4: not reported; 2026Q1: 29,084 shares; 2026Q2: 56,399 shares 56,399 $1.96M 0.04% +27,315 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: 49,583 shares; 2024Q4: 49,922 shares; 2025Q1: 46,404 shares; 2025Q2: 73,556 shares; 2025Q3: 77,900 shares; 2025Q4: not reported; 2026Q1: 78,227 shares; 2026Q2: 69,425 shares 69,425 $1.96M 0.04% -8,802 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 2,488 shares; 2025Q4: not reported; 2026Q1: 10,923 shares; 2026Q2: 11,170 shares 11,170 $1.94M 0.04% +247 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 947 shares; 2025Q3: 1,129 shares; 2025Q4: not reported; 2026Q1: 4,416 shares; 2026Q2: 7,760 shares 7,760 $1.94M 0.04% +3,344 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,933 shares; 2024Q4: 3,941 shares; 2025Q1: 4,173 shares; 2025Q2: 2,775 shares; 2025Q3: 3,132 shares; 2025Q4: not reported; 2026Q1: 4,253 shares; 2026Q2: 7,879 shares 7,879 $1.93M 0.04% +3,626 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,663 shares; 2026Q2: 8,361 shares 8,361 $1.92M 0.04% +6,698 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,130 shares; 2024Q4: 20,904 shares; 2025Q1: 21,613 shares; 2025Q2: 21,652 shares; 2025Q3: 21,693 shares; 2025Q4: not reported; 2026Q1: 21,780 shares; 2026Q2: 21,818 shares 21,818 $1.92M 0.04% +38 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: 7,026 shares; 2024Q4: 8,898 shares; 2025Q1: 9,847 shares; 2025Q2: 11,236 shares; 2025Q3: 11,580 shares; 2025Q4: not reported; 2026Q1: 12,188 shares; 2026Q2: 11,874 shares 11,874 $1.92M 0.04% -314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,366 shares; 2025Q3: 3,629 shares; 2025Q4: not reported; 2026Q1: 4,427 shares; 2026Q2: 5,630 shares 5,630 $1.92M 0.04% +1,203 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: 1,862 shares; 2024Q4: 3,966 shares; 2025Q1: 3,511 shares; 2025Q2: 8,730 shares; 2025Q3: 8,821 shares; 2025Q4: not reported; 2026Q1: 6,898 shares; 2026Q2: 11,700 shares 11,700 $1.91M 0.04% +4,802 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: 10,688 shares; 2024Q4: 12,212 shares; 2025Q1: 11,343 shares; 2025Q2: 11,418 shares; 2025Q3: 11,825 shares; 2025Q4: not reported; 2026Q1: 12,133 shares; 2026Q2: 12,219 shares 12,219 $1.91M 0.04% +86 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: 6,444 shares; 2024Q4: 15,278 shares; 2025Q1: 15,435 shares; 2025Q2: 15,179 shares; 2025Q3: 14,454 shares; 2025Q4: not reported; 2026Q1: 21,330 shares; 2026Q2: 21,945 shares 21,945 $1.91M 0.04% +615 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,994 shares; 2024Q4: 4,016 shares; 2025Q1: 5,132 shares; 2025Q2: 5,553 shares; 2025Q3: 11,961 shares; 2025Q4: not reported; 2026Q1: 14,066 shares; 2026Q2: 16,134 shares 16,134 $1.91M 0.04% +2,068 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,307 shares; 2025Q3: 8,256 shares; 2025Q4: not reported; 2026Q1: 16,230 shares; 2026Q2: 13,930 shares 13,930 $1.89M 0.04% -2,300 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,313 shares; 2025Q4: not reported; 2026Q1: 34,403 shares; 2026Q2: 33,019 shares 33,019 $1.88M 0.03% -1,384 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,481 shares; 2025Q3: 17,691 shares; 2025Q4: not reported; 2026Q1: 24,904 shares; 2026Q2: 21,713 shares 21,713 $1.87M 0.03% -3,191 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: 4,393 shares; 2024Q4: 4,663 shares; 2025Q1: 4,784 shares; 2025Q2: 9,068 shares; 2025Q3: 9,498 shares; 2025Q4: not reported; 2026Q1: 11,965 shares; 2026Q2: 14,103 shares 14,103 $1.87M 0.03% +2,138 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: 27,195 shares; 2024Q4: 32,620 shares; 2025Q1: 32,559 shares; 2025Q2: 36,760 shares; 2025Q3: 37,127 shares; 2025Q4: not reported; 2026Q1: 53,087 shares; 2026Q2: 50,870 shares 50,870 $1.87M 0.03% -2,217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,712 shares; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 2,464 shares 2,464 $1.87M 0.03% -36 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,102 shares; 2025Q3: 6,514 shares; 2025Q4: not reported; 2026Q1: 8,051 shares; 2026Q2: 8,636 shares 8,636 $1.87M 0.03% +585 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,649 shares; 2025Q1: 5,730 shares; 2025Q2: 11,775 shares; 2025Q3: 15,646 shares; 2025Q4: not reported; 2026Q1: 22,041 shares; 2026Q2: 24,706 shares 24,706 $1.87M 0.03% +2,665 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: 13,555 shares; 2024Q4: 13,200 shares; 2025Q1: 13,664 shares; 2025Q2: 14,160 shares; 2025Q3: 14,780 shares; 2025Q4: not reported; 2026Q1: 18,390 shares; 2026Q2: 19,463 shares 19,463 $1.86M 0.03% +1,073 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: 5,242 shares; 2024Q4: 5,519 shares; 2025Q1: 5,485 shares; 2025Q2: 5,585 shares; 2025Q3: 6,219 shares; 2025Q4: not reported; 2026Q1: 5,952 shares; 2026Q2: 6,834 shares 6,834 $1.85M 0.03% +882 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,892 shares; 2025Q3: 11,980 shares; 2025Q4: not reported; 2026Q1: 42,593 shares; 2026Q2: 36,500 shares 36,500 $1.85M 0.03% -6,093 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: 7,865 shares; 2024Q4: 7,630 shares; 2025Q1: 9,124 shares; 2025Q2: 10,795 shares; 2025Q3: 19,542 shares; 2025Q4: not reported; 2026Q1: 18,801 shares; 2026Q2: 17,821 shares 17,821 $1.84M 0.03% -980 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,517 shares; 2025Q1: 11,045 shares; 2025Q2: 10,723 shares; 2025Q3: 16,631 shares; 2025Q4: not reported; 2026Q1: 18,755 shares; 2026Q2: 20,943 shares 20,943 $1.84M 0.03% +2,188 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,955 shares; 2024Q4: 4,564 shares; 2025Q1: 4,483 shares; 2025Q2: 4,840 shares; 2025Q3: 4,809 shares; 2025Q4: not reported; 2026Q1: 7,823 shares; 2026Q2: 5,839 shares 5,839 $1.84M 0.03% -1,984 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: 1,436 shares; 2024Q4: 1,474 shares; 2025Q1: 1,647 shares; 2025Q2: 1,869 shares; 2025Q3: 2,938 shares; 2025Q4: not reported; 2026Q1: 6,808 shares; 2026Q2: 8,617 shares 8,617 $1.83M 0.03% +1,809 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,629 shares; 2025Q3: 17,180 shares; 2025Q4: not reported; 2026Q1: 21,123 shares; 2026Q2: 18,740 shares 18,740 $1.83M 0.03% -2,383 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,691 shares; 2025Q3: 17,944 shares; 2025Q4: not reported; 2026Q1: 19,078 shares; 2026Q2: 39,211 shares 39,211 $1.82M 0.03% +20,133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,849 shares; 2025Q3: 35,775 shares; 2025Q4: not reported; 2026Q1: 49,914 shares; 2026Q2: 53,552 shares 53,552 $1.82M 0.03% +3,638 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,651 shares; 2025Q3: 4,600 shares; 2025Q4: not reported; 2026Q1: 5,237 shares; 2026Q2: 11,399 shares 11,399 $1.81M 0.03% +6,162 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 36,870 shares; 2026Q2: 28,830 shares 28,830 $1.81M 0.03% -8,040 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN 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: 10,081 shares; 2025Q4: not reported; 2026Q1: 9,854 shares; 2026Q2: 9,563 shares 9,563 $1.8M 0.03% -291 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: not reported; 2024Q4: 943 shares; 2025Q1: 1,822 shares; 2025Q2: 1,953 shares; 2025Q3: 2,002 shares; 2025Q4: not reported; 2026Q1: 2,155 shares; 2026Q2: 2,497 shares 2,497 $1.8M 0.03% +342 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: 5,882 shares; 2024Q4: 7,917 shares; 2025Q1: 8,111 shares; 2025Q2: 7,792 shares; 2025Q3: 8,488 shares; 2025Q4: not reported; 2026Q1: 14,903 shares; 2026Q2: 15,209 shares 15,209 $1.79M 0.03% +306 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: 3,134 shares; 2024Q4: 3,152 shares; 2025Q1: 3,214 shares; 2025Q2: 4,208 shares; 2025Q3: 4,061 shares; 2025Q4: not reported; 2026Q1: 4,608 shares; 2026Q2: 5,029 shares 5,029 $1.76M 0.03% +421 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,098 shares; 2025Q3: 6,212 shares; 2025Q4: not reported; 2026Q1: 6,600 shares; 2026Q2: 11,460 shares 11,460 $1.76M 0.03% +4,860 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: 1,163 shares; 2024Q4: 1,184 shares; 2025Q1: 1,322 shares; 2025Q2: 5,078 shares; 2025Q3: 4,691 shares; 2025Q4: not reported; 2026Q1: 4,664 shares; 2026Q2: 5,304 shares 5,304 $1.75M 0.03% +640 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: 4,636 shares; 2024Q4: 16,582 shares; 2025Q1: 17,009 shares; 2025Q2: 17,917 shares; 2025Q3: 18,013 shares; 2025Q4: not reported; 2026Q1: 27,052 shares; 2026Q2: 25,988 shares 25,988 $1.75M 0.03% -1,064 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN 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: 21,448 shares; 2026Q2: 34,653 shares 34,653 $1.73M 0.03% +13,205 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 4,050 shares; 2026Q2: 12,428 shares 12,428 $1.73M 0.03% +8,378 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 6,250 shares 6,250 $1.73M 0.03% new Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,900 shares; 2024Q4: 72,900 shares; 2025Q1: 72,900 shares; 2025Q2: 72,900 shares; 2025Q3: 72,900 shares; 2025Q4: not reported; 2026Q1: 72,900 shares; 2026Q2: 74,363 shares 74,363 $1.7M 0.03% +1,463 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,724 shares; 2024Q4: 39,989 shares; 2025Q1: 41,676 shares; 2025Q2: 7,650 shares; 2025Q3: 14,297 shares; 2025Q4: not reported; 2026Q1: 9,762 shares; 2026Q2: 21,632 shares 21,632 $1.69M 0.03% +11,870 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,314 shares; 2025Q4: not reported; 2026Q1: 20,123 shares; 2026Q2: 18,737 shares 18,737 $1.66M 0.03% -1,386 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: 2,224 shares; 2024Q4: 4,661 shares; 2025Q1: 4,699 shares; 2025Q2: 3,034 shares; 2025Q3: 4,212 shares; 2025Q4: not reported; 2026Q1: 17,719 shares; 2026Q2: 18,078 shares 18,078 $1.66M 0.03% +359 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,867 shares; 2025Q1: 1,998 shares; 2025Q2: 2,389 shares; 2025Q3: 3,131 shares; 2025Q4: not reported; 2026Q1: 3,749 shares; 2026Q2: 4,116 shares 4,116 $1.63M 0.03% +367 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 3,552 shares; 2025Q1: 3,881 shares; 2025Q2: 4,052 shares; 2025Q3: 4,194 shares; 2025Q4: not reported; 2026Q1: 8,648 shares; 2026Q2: 6,248 shares 6,248 $1.63M 0.03% -2,400 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,192 shares; 2024Q4: 45,387 shares; 2025Q1: 45,347 shares; 2025Q2: 45,505 shares; 2025Q3: 45,568 shares; 2025Q4: not reported; 2026Q1: 47,872 shares; 2026Q2: 44,884 shares 44,884 $1.63M 0.03% -2,988 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,100 shares; 2025Q3: 8,039 shares; 2025Q4: not reported; 2026Q1: 9,203 shares; 2026Q2: 9,106 shares 9,106 $1.63M 0.03% -97 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,236 shares; 2025Q3: 9,412 shares; 2025Q4: not reported; 2026Q1: 9,556 shares; 2026Q2: 9,867 shares 9,867 $1.63M 0.03% +311 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: not reported; 2024Q4: 3,402 shares; 2025Q1: 3,458 shares; 2025Q2: 3,636 shares; 2025Q3: 3,934 shares; 2025Q4: not reported; 2026Q1: 4,437 shares; 2026Q2: 4,148 shares 4,148 $1.62M 0.03% -289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 4,060 shares; 2025Q4: not reported; 2026Q1: 4,542 shares; 2026Q2: 3,051 shares 3,051 $1.62M 0.03% -1,491 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP 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: 33,585 shares; 2025Q4: not reported; 2026Q1: 47,242 shares; 2026Q2: 42,409 shares 42,409 $1.61M 0.03% -4,833 Timeline CWB 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: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: not reported; 2026Q1: 9,900 shares; 2026Q2: 14,950 shares 14,950 $1.61M 0.03% +5,050 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,655 shares; 2026Q2: 30,517 shares 30,517 $1.61M 0.03% +16,862 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,448 shares; 2024Q4: 57,719 shares; 2025Q1: 53,303 shares; 2025Q2: 56,873 shares; 2025Q3: 56,555 shares; 2025Q4: not reported; 2026Q1: 44,130 shares; 2026Q2: 44,339 shares 44,339 $1.6M 0.03% +209 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 6,385 shares; 2026Q2: 5,056 shares 5,056 $1.6M 0.03% -1,329 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,050 shares; 2025Q1: 1,100 shares; 2025Q2: 1,129 shares; 2025Q3: 1,191 shares; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 1,201 shares 1,201 $1.6M 0.03% +66 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 349,109 shares; 2025Q1: 349,163 shares; 2025Q2: 348,575 shares; 2025Q3: 348,549 shares; 2025Q4: not reported; 2026Q1: 291,465 shares; 2026Q2: 294,096 shares 294,096 $1.59M 0.03% +2,631 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,736 shares; 2025Q1: 5,904 shares; 2025Q2: 6,078 shares; 2025Q3: 6,106 shares; 2025Q4: not reported; 2026Q1: 7,498 shares; 2026Q2: 7,886 shares 7,886 $1.59M 0.03% +388 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: 3,828 shares; 2024Q4: 15,588 shares; 2025Q1: 15,622 shares; 2025Q2: 14,696 shares; 2025Q3: 17,128 shares; 2025Q4: not reported; 2026Q1: 18,241 shares; 2026Q2: 18,752 shares 18,752 $1.59M 0.03% +511 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 11,997 shares; 2025Q1: 11,974 shares; 2025Q2: 12,033 shares; 2025Q3: 12,145 shares; 2025Q4: not reported; 2026Q1: 12,058 shares; 2026Q2: 12,064 shares 12,064 $1.59M 0.03% +6 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 18,824 shares; 2026Q2: 15,691 shares 15,691 $1.58M 0.03% -3,133 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: 7,529 shares; 2024Q4: 7,630 shares; 2025Q1: 7,667 shares; 2025Q2: 7,813 shares; 2025Q3: 9,017 shares; 2025Q4: not reported; 2026Q1: 8,303 shares; 2026Q2: 19,475 shares 19,475 $1.58M 0.03% +11,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,502 shares; 2025Q4: not reported; 2026Q1: 3,120 shares; 2026Q2: 2,916 shares 2,916 $1.58M 0.03% -204 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,490 shares; 2025Q3: 9,196 shares; 2025Q4: not reported; 2026Q1: 45,288 shares; 2026Q2: 29,735 shares 29,735 $1.57M 0.03% -15,553 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: 3,352 shares; 2024Q4: 3,343 shares; 2025Q1: 3,177 shares; 2025Q2: 3,023 shares; 2025Q3: 4,628 shares; 2025Q4: not reported; 2026Q1: 3,360 shares; 2026Q2: 4,060 shares 4,060 $1.57M 0.03% +700 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 4,493 shares; 2025Q4: not reported; 2026Q1: 5,620 shares; 2026Q2: 6,484 shares 6,484 $1.57M 0.03% +864 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,942 shares; 2025Q4: not reported; 2026Q1: 52,819 shares; 2026Q2: 66,072 shares 66,072 $1.57M 0.03% +13,253 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: 1,038 shares; 2024Q4: 3,575 shares; 2025Q1: 3,631 shares; 2025Q2: 5,810 shares; 2025Q3: 7,408 shares; 2025Q4: not reported; 2026Q1: 6,392 shares; 2026Q2: 8,093 shares 8,093 $1.56M 0.03% +1,701 Timeline ATI ATI INC More: the full row for ATI 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: 7,566 shares; 2026Q2: 7,922 shares 7,922 $1.56M 0.03% +356 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,987 shares 18,987 $1.56M 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,045 shares; 2025Q4: not reported; 2026Q1: 12,152 shares; 2026Q2: 12,604 shares 12,604 $1.56M 0.03% +452 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,843 shares; 2025Q3: 41,802 shares; 2025Q4: not reported; 2026Q1: 58,774 shares; 2026Q2: 58,860 shares 58,860 $1.55M 0.03% +86 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 15,564 shares; 2026Q2: 28,193 shares 28,193 $1.55M 0.03% +12,629 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: 7,682 shares; 2024Q4: 9,662 shares; 2025Q1: 11,010 shares; 2025Q2: 10,556 shares; 2025Q3: 10,745 shares; 2025Q4: not reported; 2026Q1: 10,224 shares; 2026Q2: 9,745 shares 9,745 $1.55M 0.03% -479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 5,746 shares; 2025Q4: not reported; 2026Q1: 13,010 shares; 2026Q2: 12,727 shares 12,727 $1.54M 0.03% -283 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 79 shares; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: 71 shares; 2026Q2: 226 shares 226 $1.54M 0.03% +155 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,797 shares; 2024Q4: 3,948 shares; 2025Q1: 4,176 shares; 2025Q2: 6,911 shares; 2025Q3: 17,013 shares; 2025Q4: not reported; 2026Q1: 17,146 shares; 2026Q2: 17,046 shares 17,046 $1.54M 0.03% -100 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: 3,906 shares; 2024Q4: 4,185 shares; 2025Q1: 4,223 shares; 2025Q2: 5,365 shares; 2025Q3: 6,923 shares; 2025Q4: not reported; 2026Q1: 7,099 shares; 2026Q2: 6,751 shares 6,751 $1.53M 0.03% -348 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 9,176 shares; 2025Q1: 9,170 shares; 2025Q2: 9,183 shares; 2025Q3: 9,765 shares; 2025Q4: not reported; 2026Q1: 13,208 shares; 2026Q2: 13,276 shares 13,276 $1.52M 0.03% +68 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,328 shares; 2025Q4: not reported; 2026Q1: 24,006 shares; 2026Q2: 31,336 shares 31,336 $1.52M 0.03% +7,330 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,436 shares; 2024Q4: 27,147 shares; 2025Q1: 29,514 shares; 2025Q2: 31,929 shares; 2025Q3: 38,089 shares; 2025Q4: not reported; 2026Q1: 34,857 shares; 2026Q2: 40,940 shares 40,940 $1.52M 0.03% +6,083 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,383 shares; 2024Q4: 99,544 shares; 2025Q1: 99,633 shares; 2025Q2: 99,774 shares; 2025Q3: 100,431 shares; 2025Q4: not reported; 2026Q1: 100,050 shares; 2026Q2: 100,394 shares 100,394 $1.51M 0.03% +344 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: 1,075 shares; 2024Q4: 2,970 shares; 2025Q1: 2,810 shares; 2025Q2: 3,513 shares; 2025Q3: 3,545 shares; 2025Q4: not reported; 2026Q1: 3,239 shares; 2026Q2: 2,953 shares 2,953 $1.5M 0.03% -286 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: 38,391 shares; 2024Q4: 48,579 shares; 2025Q1: 46,793 shares; 2025Q2: 60,910 shares; 2025Q3: 65,066 shares; 2025Q4: not reported; 2026Q1: 67,887 shares; 2026Q2: 72,609 shares 72,609 $1.5M 0.03% +4,722 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: 7,278 shares; 2024Q4: 7,861 shares; 2025Q1: 8,745 shares; 2025Q2: 8,759 shares; 2025Q3: 9,003 shares; 2025Q4: not reported; 2026Q1: 9,009 shares; 2026Q2: 9,395 shares 9,395 $1.5M 0.03% +386 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,369 shares 52,369 $1.5M 0.03% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,616 shares; 2025Q3: 15,438 shares; 2025Q4: not reported; 2026Q1: 8,570 shares; 2026Q2: 28,273 shares 28,273 $1.49M 0.03% +19,703 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: 13,753 shares; 2024Q4: 14,855 shares; 2025Q1: 13,880 shares; 2025Q2: 13,906 shares; 2025Q3: 13,584 shares; 2025Q4: not reported; 2026Q1: 13,228 shares; 2026Q2: 13,650 shares 13,650 $1.49M 0.03% +422 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,467 shares; 2025Q3: 11,086 shares; 2025Q4: not reported; 2026Q1: 9,208 shares; 2026Q2: 9,092 shares 9,092 $1.49M 0.03% -116 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 2,297 shares 2,297 $1.48M 0.03% +304 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,209 shares; 2025Q2: 1,032 shares; 2025Q3: 4,941 shares; 2025Q4: not reported; 2026Q1: 5,699 shares; 2026Q2: 4,898 shares 4,898 $1.47M 0.03% -801 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,632 shares; 2025Q3: 5,627 shares; 2025Q4: not reported; 2026Q1: 5,692 shares; 2026Q2: 19,588 shares 19,588 $1.47M 0.03% +13,896 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,742 shares; 2025Q3: 19,169 shares; 2025Q4: not reported; 2026Q1: 22,980 shares; 2026Q2: 21,107 shares 21,107 $1.47M 0.03% -1,873 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,277 shares; 2025Q1: 30,715 shares; 2025Q2: 47,426 shares; 2025Q3: 44,948 shares; 2025Q4: not reported; 2026Q1: 43,343 shares; 2026Q2: 49,402 shares 49,402 $1.46M 0.03% +6,059 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,745 shares; 2025Q4: not reported; 2026Q1: 6,126 shares; 2026Q2: 5,473 shares 5,473 $1.45M 0.03% -653 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,630 shares; 2025Q3: 27,053 shares; 2025Q4: not reported; 2026Q1: 32,272 shares; 2026Q2: 27,789 shares 27,789 $1.44M 0.03% -4,483 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,837 shares; 2024Q4: 1,828 shares; 2025Q1: 2,044 shares; 2025Q2: 3,506 shares; 2025Q3: 3,524 shares; 2025Q4: not reported; 2026Q1: 4,038 shares; 2026Q2: 3,192 shares 3,192 $1.44M 0.03% -846 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,880 shares; 2025Q3: 8,789 shares; 2025Q4: not reported; 2026Q1: 11,006 shares; 2026Q2: 8,108 shares 8,108 $1.44M 0.03% -2,898 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,044 shares; 2025Q4: not reported; 2026Q1: 18,061 shares; 2026Q2: 18,718 shares 18,718 $1.43M 0.03% +657 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,227 shares; 2025Q2: 12,227 shares; 2025Q3: 12,227 shares; 2025Q4: not reported; 2026Q1: 12,227 shares; 2026Q2: 12,227 shares 12,227 $1.43M 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: not reported; 2026Q1: 10,675 shares; 2026Q2: 11,319 shares 11,319 $1.43M 0.03% +644 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,865 shares; 2025Q4: not reported; 2026Q1: 2,749 shares; 2026Q2: 9,370 shares 9,370 $1.43M 0.03% +6,621 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,573 shares; 2025Q3: 19,324 shares; 2025Q4: not reported; 2026Q1: 33,172 shares; 2026Q2: 24,863 shares 24,863 $1.42M 0.03% -8,309 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 3,638 shares; 2025Q1: 3,665 shares; 2025Q2: 3,723 shares; 2025Q3: 4,048 shares; 2025Q4: not reported; 2026Q1: 9,026 shares; 2026Q2: 8,967 shares 8,967 $1.42M 0.03% -59 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,817 shares; 2024Q4: 5,862 shares; 2025Q1: 5,888 shares; 2025Q2: 6,137 shares; 2025Q3: 6,135 shares; 2025Q4: not reported; 2026Q1: 6,180 shares; 2026Q2: 6,216 shares 6,216 $1.42M 0.03% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 2,329 shares; 2025Q4: not reported; 2026Q1: 4,243 shares; 2026Q2: 3,536 shares 3,536 $1.42M 0.03% -707 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,466 shares; 2025Q3: 2,884 shares; 2025Q4: not reported; 2026Q1: 9,578 shares; 2026Q2: 7,886 shares 7,886 $1.42M 0.03% -1,692 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: 9,711 shares; 2024Q4: 13,680 shares; 2025Q1: 14,259 shares; 2025Q2: 22,845 shares; 2025Q3: 26,374 shares; 2025Q4: not reported; 2026Q1: 19,416 shares; 2026Q2: 18,865 shares 18,865 $1.4M 0.03% -551 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: 97 shares; 2024Q4: 111 shares; 2025Q1: 123 shares; 2025Q2: 297 shares; 2025Q3: 522 shares; 2025Q4: not reported; 2026Q1: 307 shares; 2026Q2: 435 shares 435 $1.39M 0.03% +128 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181 shares; 2025Q2: 1,722 shares; 2025Q3: 3,258 shares; 2025Q4: not reported; 2026Q1: 5,050 shares; 2026Q2: 5,151 shares 5,151 $1.39M 0.03% +101 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: 727 shares; 2024Q4: 777 shares; 2025Q1: 1,575 shares; 2025Q2: 1,810 shares; 2025Q3: 1,945 shares; 2025Q4: not reported; 2026Q1: 5,384 shares; 2026Q2: 3,001 shares 3,001 $1.38M 0.03% -2,383 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,389 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,168 shares; 2026Q2: 80,964 shares 80,964 $1.37M 0.03% +13,796 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,887 shares; 2026Q2: 70,843 shares 70,843 $1.37M 0.03% -75,044 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,071 shares; 2024Q4: 8,359 shares; 2025Q1: 7,579 shares; 2025Q2: 7,584 shares; 2025Q3: 8,099 shares; 2025Q4: not reported; 2026Q1: 22,222 shares; 2026Q2: 30,780 shares 30,780 $1.37M 0.03% +8,558 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 6,153 shares; 2025Q1: 6,007 shares; 2025Q2: 6,002 shares; 2025Q3: 6,679 shares; 2025Q4: not reported; 2026Q1: 7,581 shares; 2026Q2: 8,709 shares 8,709 $1.36M 0.03% +1,128 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: 9,488 shares; 2024Q4: 23,581 shares; 2025Q1: 23,068 shares; 2025Q2: 25,565 shares; 2025Q3: 30,748 shares; 2025Q4: not reported; 2026Q1: 25,958 shares; 2026Q2: 27,378 shares 27,378 $1.36M 0.03% +1,420 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,980 shares; 2025Q1: 15,209 shares; 2025Q2: 18,693 shares; 2025Q3: 15,954 shares; 2025Q4: not reported; 2026Q1: 16,061 shares; 2026Q2: 18,297 shares 18,297 $1.36M 0.03% +2,236 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: 843 shares; 2024Q4: 1,519 shares; 2025Q1: 1,003 shares; 2025Q2: 2,741 shares; 2025Q3: 2,979 shares; 2025Q4: not reported; 2026Q1: 2,895 shares; 2026Q2: 3,629 shares 3,629 $1.36M 0.03% +734 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,232 shares; 2024Q4: 25,177 shares; 2025Q1: 24,291 shares; 2025Q2: 25,811 shares; 2025Q3: 25,751 shares; 2025Q4: not reported; 2026Q1: 24,534 shares; 2026Q2: 24,248 shares 24,248 $1.35M 0.03% -286 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,108 shares; 2024Q4: 7,958 shares; 2025Q1: 9,303 shares; 2025Q2: 9,730 shares; 2025Q3: 9,974 shares; 2025Q4: not reported; 2026Q1: 17,488 shares; 2026Q2: 18,433 shares 18,433 $1.35M 0.03% +945 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 693 shares; 2025Q4: not reported; 2026Q1: 1,994 shares; 2026Q2: 2,979 shares 2,979 $1.35M 0.03% +985 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: 893 shares; 2024Q4: 1,770 shares; 2025Q1: 1,885 shares; 2025Q2: 6,737 shares; 2025Q3: 8,544 shares; 2025Q4: not reported; 2026Q1: 10,949 shares; 2026Q2: 8,884 shares 8,884 $1.34M 0.02% -2,065 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,070 shares; 2025Q3: 9,328 shares; 2025Q4: not reported; 2026Q1: 8,240 shares; 2026Q2: 8,588 shares 8,588 $1.34M 0.02% +348 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 1,509 shares; 2025Q1: 1,081 shares; 2025Q2: 1,086 shares; 2025Q3: 3,023 shares; 2025Q4: not reported; 2026Q1: 2,932 shares; 2026Q2: 15,217 shares 15,217 $1.34M 0.02% +12,285 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,049 shares; 2025Q3: 22,114 shares; 2025Q4: not reported; 2026Q1: 32,832 shares; 2026Q2: 38,006 shares 38,006 $1.34M 0.02% +5,174 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,943 shares; 2025Q1: 2,184 shares; 2025Q2: 6,269 shares; 2025Q3: 8,135 shares; 2025Q4: not reported; 2026Q1: 4,634 shares; 2026Q2: 5,615 shares 5,615 $1.33M 0.02% +981 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: 7,606 shares; 2024Q4: 14,631 shares; 2025Q1: 23,971 shares; 2025Q2: 24,818 shares; 2025Q3: 23,786 shares; 2025Q4: not reported; 2026Q1: 21,299 shares; 2026Q2: 22,944 shares 22,944 $1.33M 0.02% +1,645 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,180 shares; 2024Q4: 10,297 shares; 2025Q1: 10,199 shares; 2025Q2: 10,258 shares; 2025Q3: 10,258 shares; 2025Q4: not reported; 2026Q1: 10,374 shares; 2026Q2: 10,355 shares 10,355 $1.33M 0.02% -19 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,484 shares; 2024Q4: 12,414 shares; 2025Q1: 9,243 shares; 2025Q2: 10,401 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,925 shares; 2026Q2: 47,604 shares 47,604 $1.3M 0.02% -7,321 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: 7,037 shares; 2024Q4: 5,751 shares; 2025Q1: 5,987 shares; 2025Q2: 2,754 shares; 2025Q3: 3,106 shares; 2025Q4: not reported; 2026Q1: 3,804 shares; 2026Q2: 10,026 shares 10,026 $1.3M 0.02% +6,222 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: 5,984 shares; 2024Q4: 7,269 shares; 2025Q1: 7,350 shares; 2025Q2: 7,469 shares; 2025Q3: 12,105 shares; 2025Q4: not reported; 2026Q1: 11,189 shares; 2026Q2: 11,067 shares 11,067 $1.3M 0.02% -122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,791 shares; 2025Q3: 8,686 shares; 2025Q4: not reported; 2026Q1: 17,492 shares; 2026Q2: 17,710 shares 17,710 $1.29M 0.02% +218 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: 10,128 shares; 2024Q4: 10,578 shares; 2025Q1: 10,801 shares; 2025Q2: 10,972 shares; 2025Q3: 11,262 shares; 2025Q4: not reported; 2026Q1: 10,976 shares; 2026Q2: 14,002 shares 14,002 $1.28M 0.02% +3,026 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 26,716 shares; 2026Q2: 24,589 shares 24,589 $1.28M 0.02% -2,127 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: 6,182 shares; 2024Q4: 9,363 shares; 2025Q1: 9,870 shares; 2025Q2: 8,871 shares; 2025Q3: 8,399 shares; 2025Q4: not reported; 2026Q1: 24,612 shares; 2026Q2: 24,115 shares 24,115 $1.28M 0.02% -497 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,634 shares; 2024Q4: 22,568 shares; 2025Q1: 22,628 shares; 2025Q2: 23,233 shares; 2025Q3: 23,291 shares; 2025Q4: not reported; 2026Q1: 23,489 shares; 2026Q2: 23,444 shares 23,444 $1.27M 0.02% -45 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,263 shares; 2024Q4: 18,858 shares; 2025Q1: 19,129 shares; 2025Q2: 18,910 shares; 2025Q3: 18,964 shares; 2025Q4: not reported; 2026Q1: 23,012 shares; 2026Q2: 23,570 shares 23,570 $1.26M 0.02% +558 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,097 shares; 2024Q4: 31,764 shares; 2025Q1: 31,961 shares; 2025Q2: 31,729 shares; 2025Q3: 32,088 shares; 2025Q4: not reported; 2026Q1: 33,984 shares; 2026Q2: 33,910 shares 33,910 $1.25M 0.02% -74 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: 4,237 shares; 2024Q4: 3,907 shares; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: 8,611 shares; 2025Q4: not reported; 2026Q1: 12,445 shares; 2026Q2: 13,730 shares 13,730 $1.25M 0.02% +1,285 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,380 shares; 2025Q3: 3,462 shares; 2025Q4: not reported; 2026Q1: 2,573 shares; 2026Q2: 2,812 shares 2,812 $1.25M 0.02% +239 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: not reported; 2026Q1: 807 shares; 2026Q2: 3,317 shares 3,317 $1.25M 0.02% +2,510 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,671 shares; 2026Q2: 4,665 shares 4,665 $1.25M 0.02% -6 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 637 shares; 2025Q1: 668 shares; 2025Q2: 997 shares; 2025Q3: 4,562 shares; 2025Q4: not reported; 2026Q1: 10,852 shares; 2026Q2: 9,604 shares 9,604 $1.24M 0.02% -1,248 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: not reported; 2024Q4: 5,668 shares; 2025Q1: 5,634 shares; 2025Q2: 9,361 shares; 2025Q3: 12,872 shares; 2025Q4: not reported; 2026Q1: 18,150 shares; 2026Q2: 15,005 shares 15,005 $1.24M 0.02% -3,145 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: 1,812 shares; 2024Q4: 2,040 shares; 2025Q1: 1,995 shares; 2025Q2: 1,926 shares; 2025Q3: 1,925 shares; 2025Q4: not reported; 2026Q1: 1,697 shares; 2026Q2: 1,759 shares 1,759 $1.24M 0.02% +62 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,635 shares 4,635 $1.24M 0.02% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 8,537 shares; 2026Q2: 14,586 shares 14,586 $1.23M 0.02% +6,049 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 9,092 shares; 2025Q4: not reported; 2026Q1: 40,065 shares; 2026Q2: 38,238 shares 38,238 $1.23M 0.02% -1,827 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,464 shares; 2025Q1: 2,483 shares; 2025Q2: 3,399 shares; 2025Q3: 4,873 shares; 2025Q4: not reported; 2026Q1: 7,397 shares; 2026Q2: 11,693 shares 11,693 $1.22M 0.02% +4,296 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,398 shares; 2024Q4: 14,215 shares; 2025Q1: 14,729 shares; 2025Q2: 16,644 shares; 2025Q3: 24,049 shares; 2025Q4: not reported; 2026Q1: 48,740 shares; 2026Q2: 43,318 shares 43,318 $1.22M 0.02% -5,422 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,182 shares; 2024Q4: 28,185 shares; 2025Q1: 36,729 shares; 2025Q2: 35,565 shares; 2025Q3: 28,194 shares; 2025Q4: not reported; 2026Q1: 28,793 shares; 2026Q2: 29,136 shares 29,136 $1.22M 0.02% +343 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares; 2026Q2: 2,606 shares 2,606 $1.21M 0.02% +1,966 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,755 shares; 2025Q3: 27,665 shares; 2025Q4: not reported; 2026Q1: 53,491 shares; 2026Q2: 36,891 shares 36,891 $1.21M 0.02% -16,600 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: 4,050 shares; 2024Q4: 4,118 shares; 2025Q1: 4,457 shares; 2025Q2: 4,760 shares; 2025Q3: 4,655 shares; 2025Q4: not reported; 2026Q1: 5,046 shares; 2026Q2: 5,050 shares 5,050 $1.2M 0.02% +4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,343 shares; 2026Q2: 3,538 shares 3,538 $1.2M 0.02% +1,195 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,504 shares; 2024Q4: 3,513 shares; 2025Q1: 4,323 shares; 2025Q2: 4,405 shares; 2025Q3: 3,935 shares; 2025Q4: not reported; 2026Q1: 3,730 shares; 2026Q2: 3,234 shares 3,234 $1.18M 0.02% -496 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: 11,486 shares; 2024Q4: 11,092 shares; 2025Q1: 19,411 shares; 2025Q2: 21,205 shares; 2025Q3: 20,641 shares; 2025Q4: not reported; 2026Q1: 61,475 shares; 2026Q2: 34,768 shares 34,768 $1.18M 0.02% -26,707 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,580 shares; 2025Q3: 35,344 shares; 2025Q4: not reported; 2026Q1: 30,819 shares; 2026Q2: 55,522 shares 55,522 $1.18M 0.02% +24,703 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,768 shares; 2025Q1: 6,926 shares; 2025Q2: 7,271 shares; 2025Q3: 7,371 shares; 2025Q4: not reported; 2026Q1: 9,882 shares; 2026Q2: 7,254 shares 7,254 $1.18M 0.02% -2,628 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 2,835 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,779 shares 13,779 $1.17M 0.02% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES 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: 4,406 shares; 2025Q4: not reported; 2026Q1: 4,760 shares; 2026Q2: 20,151 shares 20,151 $1.16M 0.02% +15,391 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,148 shares; 2024Q4: 7,248 shares; 2025Q1: 7,415 shares; 2025Q2: 7,798 shares; 2025Q3: 8,546 shares; 2025Q4: not reported; 2026Q1: 10,291 shares; 2026Q2: 12,421 shares 12,421 $1.15M 0.02% +2,130 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,405 shares; 2025Q1: 9,176 shares; 2025Q2: 11,521 shares; 2025Q3: 14,099 shares; 2025Q4: not reported; 2026Q1: 30,275 shares; 2026Q2: 34,577 shares 34,577 $1.15M 0.02% +4,302 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: 7,620 shares 7,620 $1.15M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,365 shares; 2026Q2: 34,126 shares 34,126 $1.14M 0.02% +15,761 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: 1,283 shares; 2024Q4: 4,284 shares; 2025Q1: 4,276 shares; 2025Q2: 4,524 shares; 2025Q3: 2,108 shares; 2025Q4: not reported; 2026Q1: 2,424 shares; 2026Q2: 3,927 shares 3,927 $1.14M 0.02% +1,503 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: 5,506 shares; 2024Q4: 6,742 shares; 2025Q1: 6,106 shares; 2025Q2: 6,184 shares; 2025Q3: 6,057 shares; 2025Q4: not reported; 2026Q1: 6,003 shares; 2026Q2: 4,884 shares 4,884 $1.14M 0.02% -1,119 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 2,766 shares; 2025Q1: 2,945 shares; 2025Q2: 3,511 shares; 2025Q3: 5,015 shares; 2025Q4: not reported; 2026Q1: 6,884 shares; 2026Q2: 10,204 shares 10,204 $1.13M 0.02% +3,320 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,061 shares; 2025Q3: 13,558 shares; 2025Q4: not reported; 2026Q1: 13,410 shares; 2026Q2: 11,724 shares 11,724 $1.13M 0.02% -1,686 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,931 shares; 2026Q2: 28,083 shares 28,083 $1.12M 0.02% +20,152 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 1,416 shares; 2025Q2: 1,387 shares; 2025Q3: 1,473 shares; 2025Q4: not reported; 2026Q1: 2,195 shares; 2026Q2: 2,253 shares 2,253 $1.12M 0.02% +58 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,889 shares; 2024Q4: 4,240 shares; 2025Q1: 4,536 shares; 2025Q2: 5,902 shares; 2025Q3: 10,437 shares; 2025Q4: not reported; 2026Q1: 10,431 shares; 2026Q2: 13,158 shares 13,158 $1.11M 0.02% +2,727 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: 3,532 shares; 2024Q4: 3,623 shares; 2025Q1: 3,622 shares; 2025Q2: 4,603 shares; 2025Q3: 4,973 shares; 2025Q4: not reported; 2026Q1: 4,985 shares; 2026Q2: 4,995 shares 4,995 $1.1M 0.02% +10 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 17,475 shares; 2025Q1: 8,173 shares; 2025Q2: 5,573 shares; 2025Q3: 6,602 shares; 2025Q4: not reported; 2026Q1: 7,984 shares; 2026Q2: 8,138 shares 8,138 $1.1M 0.02% +154 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: 18,746 shares; 2024Q4: 37,423 shares; 2025Q1: 9,485 shares; 2025Q2: 9,067 shares; 2025Q3: 8,629 shares; 2025Q4: not reported; 2026Q1: 19,715 shares; 2026Q2: 14,920 shares 14,920 $1.1M 0.02% -4,795 Timeline TREX TREX INC More: the full row for TREX 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: 5,147 shares; 2025Q4: not reported; 2026Q1: 19,191 shares; 2026Q2: 21,848 shares 21,848 $1.09M 0.02% +2,657 Timeline SIXH EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,347 shares; 2024Q4: 52,347 shares; 2025Q1: 41,364 shares; 2025Q2: 25,448 shares; 2025Q3: 25,448 shares; 2025Q4: not reported; 2026Q1: 25,448 shares; 2026Q2: 25,448 shares 25,448 $1.09M 0.02% 0 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: 6,054 shares; 2024Q4: 6,754 shares; 2025Q1: 5,878 shares; 2025Q2: 6,039 shares; 2025Q3: 7,014 shares; 2025Q4: not reported; 2026Q1: 7,645 shares; 2026Q2: 8,599 shares 8,599 $1.09M 0.02% +954 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,755 shares; 2024Q4: 23,293 shares; 2025Q1: 22,841 shares; 2025Q2: 30,694 shares; 2025Q3: 30,009 shares; 2025Q4: not reported; 2026Q1: 30,452 shares; 2026Q2: 29,509 shares 29,509 $1.09M 0.02% -943 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: 15,405 shares; 2024Q4: 16,254 shares; 2025Q1: 17,580 shares; 2025Q2: 20,420 shares; 2025Q3: 22,049 shares; 2025Q4: not reported; 2026Q1: 22,578 shares; 2026Q2: 22,801 shares 22,801 $1.08M 0.02% +223 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,935 shares; 2025Q1: 3,429 shares; 2025Q2: 3,618 shares; 2025Q3: 3,944 shares; 2025Q4: not reported; 2026Q1: 9,866 shares; 2026Q2: 10,045 shares 10,045 $1.08M 0.02% +179 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: 3,548 shares; 2024Q4: 3,681 shares; 2025Q1: 3,852 shares; 2025Q2: 2,580 shares; 2025Q3: 3,333 shares; 2025Q4: not reported; 2026Q1: 5,021 shares; 2026Q2: 10,006 shares 10,006 $1.08M 0.02% +4,985 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,133 shares; 2025Q3: 10,470 shares; 2025Q4: not reported; 2026Q1: 4,138 shares; 2026Q2: 5,040 shares 5,040 $1.08M 0.02% +902 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,766 shares; 2024Q4: 50,503 shares; 2025Q1: 30,078 shares; 2025Q2: 32,571 shares; 2025Q3: 31,247 shares; 2025Q4: not reported; 2026Q1: 13,179 shares; 2026Q2: 15,245 shares 15,245 $1.08M 0.02% +2,066 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 12,146 shares; 2026Q2: 14,873 shares 14,873 $1.07M 0.02% +2,727 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 162 shares; 2025Q3: 152 shares; 2025Q4: not reported; 2026Q1: 266 shares; 2026Q2: 626 shares 626 $1.06M 0.02% +360 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 6,696 shares; 2025Q1: 9,218 shares; 2025Q2: 9,130 shares; 2025Q3: 8,228 shares; 2025Q4: not reported; 2026Q1: 11,682 shares; 2026Q2: 14,023 shares 14,023 $1.06M 0.02% +2,341 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: 7,252 shares; 2024Q4: 7,688 shares; 2025Q1: 7,721 shares; 2025Q2: 7,456 shares; 2025Q3: 7,474 shares; 2025Q4: not reported; 2026Q1: 7,718 shares; 2026Q2: 7,730 shares 7,730 $1.06M 0.02% +12 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,047 shares; 2026Q2: 11,068 shares 11,068 $1.05M 0.02% +21 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,541 shares; 2024Q4: 27,251 shares; 2025Q1: 37,467 shares; 2025Q2: 37,818 shares; 2025Q3: 38,089 shares; 2025Q4: not reported; 2026Q1: 39,028 shares; 2026Q2: 40,221 shares 40,221 $1.04M 0.02% +1,193 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,106 shares; 2024Q4: 14,106 shares; 2025Q1: 14,106 shares; 2025Q2: 14,108 shares; 2025Q3: 14,133 shares; 2025Q4: not reported; 2026Q1: 13,498 shares; 2026Q2: 13,500 shares 13,500 $1.04M 0.02% +2 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: 7,935 shares; 2024Q4: 6,674 shares; 2025Q1: 6,827 shares; 2025Q2: 6,420 shares; 2025Q3: 6,589 shares; 2025Q4: not reported; 2026Q1: 7,162 shares; 2026Q2: 7,079 shares 7,079 $1.03M 0.02% -83 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,888 shares; 2025Q3: 1,569 shares; 2025Q4: not reported; 2026Q1: 6,274 shares; 2026Q2: 4,839 shares 4,839 $1.03M 0.02% -1,435 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: 3,809 shares; 2024Q4: 5,797 shares; 2025Q1: 4,265 shares; 2025Q2: 5,042 shares; 2025Q3: 6,715 shares; 2025Q4: not reported; 2026Q1: 6,943 shares; 2026Q2: 6,905 shares 6,905 $1.02M 0.02% -38 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939,580 shares; 2024Q4: 939,320 shares; 2025Q1: 629,635 shares; 2025Q2: 626,584 shares; 2025Q3: 627,597 shares; 2025Q4: 628,046 shares; 2026Q1: 633,595 shares; 2026Q2: 82,402 shares 82,402 $1.02M 0.02% -551,193 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,446 shares; 2025Q4: not reported; 2026Q1: 6,336 shares; 2026Q2: 16,605 shares 16,605 $1.01M 0.02% +10,269 Timeline