IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710,538 shares; 2024Q4: 814,862 shares; 2025Q1: 935,994 shares; 2025Q2: 927,199 shares; 2025Q3: 964,773 shares; 2025Q4: 1,127,525 shares; 2026Q1: 1,737,782 shares; 2026Q2: 2,471,912 shares 2,471,912 $1.85B 8.12% +734,130 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: 2,439,283 shares; 2024Q4: 2,459,104 shares; 2025Q1: 2,562,888 shares; 2025Q2: 2,463,006 shares; 2025Q3: 2,554,971 shares; 2025Q4: 2,961,618 shares; 2026Q1: 4,269,609 shares; 2026Q2: 10,822,791 shares 10,822,791 $1.05B 4.58% +6,553,182 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: 4,268,392 shares; 2024Q4: 4,243,553 shares; 2025Q1: 4,202,013 shares; 2025Q2: 3,491,476 shares; 2025Q3: 3,419,104 shares; 2025Q4: 3,015,402 shares; 2026Q1: 2,826,005 shares; 2026Q2: 2,684,233 shares 2,684,233 $948M 4.16% -141,772 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: 621,715 shares; 2024Q4: 613,095 shares; 2025Q1: 605,039 shares; 2025Q2: 599,383 shares; 2025Q3: 586,524 shares; 2025Q4: 433,890 shares; 2026Q1: 349,901 shares; 2026Q2: 3,031,649 shares 3,031,649 $915M 4.01% +2,681,748 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: 1,297,612 shares; 2024Q4: 1,297,568 shares; 2025Q1: 1,350,722 shares; 2025Q2: 2,303,823 shares; 2025Q3: 2,326,850 shares; 2025Q4: 2,331,459 shares; 2026Q1: 2,708,731 shares; 2026Q2: 2,770,126 shares 2,770,126 $802M 3.51% +61,395 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: 1,799,582 shares; 2024Q4: 1,796,545 shares; 2025Q1: 1,771,627 shares; 2025Q2: 1,879,860 shares; 2025Q3: 1,861,557 shares; 2025Q4: 1,863,079 shares; 2026Q1: 1,947,381 shares; 2026Q2: 2,057,067 shares 2,057,067 $767M 3.36% +109,686 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: 1,501,838 shares; 2024Q4: 1,358,665 shares; 2025Q1: 1,274,234 shares; 2025Q2: 1,233,438 shares; 2025Q3: 1,193,453 shares; 2025Q4: 1,123,985 shares; 2026Q1: 1,138,587 shares; 2026Q2: 1,144,496 shares 1,144,496 $573M 2.51% +5,909 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011,843 shares; 2024Q4: 2,002,629 shares; 2025Q1: 2,322,933 shares; 2025Q2: 2,348,131 shares; 2025Q3: 2,251,423 shares; 2025Q4: 2,243,192 shares; 2026Q1: 2,282,640 shares; 2026Q2: 2,283,765 shares 2,283,765 $544M 2.39% +1,125 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: 484,503 shares; 2024Q4: 743,774 shares; 2025Q1: 807,041 shares; 2025Q2: 1,122,822 shares; 2025Q3: 1,102,783 shares; 2025Q4: 1,073,220 shares; 2026Q1: 879,089 shares; 2026Q2: 667,312 shares 667,312 $482M 2.12% -211,777 Timeline BBHL BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,411,420 shares; 2026Q1: 27,973,649 shares; 2026Q2: 27,187,058 shares 27,187,058 $473M 2.07% -786,591 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: 387,864 shares; 2024Q4: 488,739 shares; 2025Q1: 632,262 shares; 2025Q2: 1,491,695 shares; 2025Q3: 1,534,622 shares; 2025Q4: 1,630,247 shares; 2026Q1: 1,898,205 shares; 2026Q2: 2,319,975 shares 2,319,975 $464M 2.04% +421,770 Timeline BBHM BBH TR More: the full row for BBH 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: 42,732,062 shares; 2026Q1: 42,028,437 shares; 2026Q2: 37,883,694 shares 37,883,694 $457M 2.01% -4,144,743 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 158,368 shares; 2025Q3: 941,210 shares; 2025Q4: 2,240,706 shares; 2026Q1: 8,089,207 shares; 2026Q2: 10,429,243 shares 10,429,243 $434M 1.9% +2,340,036 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,725,379 shares; 2026Q1: 11,994,065 shares; 2026Q2: 7,584,909 shares 7,584,909 $403M 1.77% -4,409,156 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: 1,202,894 shares; 2024Q4: 1,169,821 shares; 2025Q1: 1,149,418 shares; 2025Q2: 882,343 shares; 2025Q3: 752,005 shares; 2025Q4: 726,175 shares; 2026Q1: 723,725 shares; 2026Q2: 696,697 shares 696,697 $362M 1.59% -27,028 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: 1,088,084 shares; 2024Q4: 1,070,534 shares; 2025Q1: 1,051,259 shares; 2025Q2: 1,039,842 shares; 2025Q3: 1,024,056 shares; 2025Q4: 990,199 shares; 2026Q1: 724,865 shares; 2026Q2: 703,262 shares 703,262 $361M 1.58% -21,603 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: 2,104,963 shares; 2024Q4: 2,058,498 shares; 2025Q1: 2,028,431 shares; 2025Q2: 1,702,128 shares; 2025Q3: 1,674,477 shares; 2025Q4: 1,650,147 shares; 2026Q1: 1,650,235 shares; 2026Q2: 1,603,571 shares 1,603,571 $357M 1.57% -46,664 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: 118,491 shares; 2024Q4: 99,354 shares; 2025Q1: 96,003 shares; 2025Q2: 89,394 shares; 2025Q3: 93,677 shares; 2025Q4: 103,683 shares; 2026Q1: 5,745,120 shares; 2026Q2: 5,717,959 shares 5,717,959 $345M 1.51% -27,161 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: 21,668 shares; 2024Q4: 26,358 shares; 2025Q1: 118,838 shares; 2025Q2: 181,064 shares; 2025Q3: 181,851 shares; 2025Q4: 184,200 shares; 2026Q1: 245,599 shares; 2026Q2: 275,383 shares 275,383 $330M 1.45% +29,784 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401,880 shares; 2025Q3: 1,063,701 shares; 2025Q4: 2,396,201 shares; 2026Q1: 8,215,230 shares; 2026Q2: 10,030,295 shares 10,030,295 $323M 1.41% +1,815,065 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: 5,249 shares; 2024Q4: 11,870 shares; 2025Q1: 11,472 shares; 2025Q2: 13,107 shares; 2025Q3: 14,664 shares; 2025Q4: 16,004 shares; 2026Q1: 600,388 shares; 2026Q2: 821,125 shares 821,125 $280M 1.23% +220,737 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801,398 shares; 2024Q4: 1,460,259 shares; 2025Q1: 1,036,936 shares; 2025Q2: 1,029,350 shares; 2025Q3: 1,002,661 shares; 2025Q4: 1,039,336 shares; 2026Q1: 1,302,652 shares; 2026Q2: 1,272,892 shares 1,272,892 $278M 1.22% -29,760 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: 3,494,599 shares; 2024Q4: 3,416,780 shares; 2025Q1: 3,363,866 shares; 2025Q2: 3,354,755 shares; 2025Q3: 2,556,553 shares; 2025Q4: 2,241,899 shares; 2026Q1: 1,886,497 shares; 2026Q2: 1,850,035 shares 1,850,035 $271M 1.19% -36,462 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: 26,829 shares; 2024Q4: 27,295 shares; 2025Q1: 25,727 shares; 2025Q2: 25,727 shares; 2025Q3: 25,187 shares; 2025Q4: 125,868 shares; 2026Q1: 483,271 shares; 2026Q2: 832,435 shares 832,435 $250M 1.1% +349,164 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: 364,635 shares; 2024Q4: 355,495 shares; 2025Q1: 351,456 shares; 2025Q2: 366,275 shares; 2025Q3: 374,940 shares; 2025Q4: 376,910 shares; 2026Q1: 601,322 shares; 2026Q2: 953,567 shares 953,567 $242M 1.06% +352,245 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458,416 shares; 2024Q4: 1,420,137 shares; 2025Q1: 1,112,468 shares; 2025Q2: 1,103,478 shares; 2025Q3: 1,069,715 shares; 2025Q4: 1,025,195 shares; 2026Q1: 1,031,635 shares; 2026Q2: 1,000,945 shares 1,000,945 $230M 1.01% -30,690 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: 544,828 shares; 2024Q4: 577,953 shares; 2025Q1: 528,711 shares; 2025Q2: 526,446 shares; 2025Q3: 526,730 shares; 2025Q4: 541,924 shares; 2026Q1: 589,515 shares; 2026Q2: 626,552 shares 626,552 $224M 0.98% +37,037 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: 1,173,141 shares; 2024Q4: 1,155,175 shares; 2025Q1: 1,140,919 shares; 2025Q2: 873,721 shares; 2025Q3: 859,900 shares; 2025Q4: 832,688 shares; 2026Q1: 774,141 shares; 2026Q2: 743,529 shares 743,529 $222M 0.97% -30,612 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: 194,326 shares; 2024Q4: 203,511 shares; 2025Q1: 197,757 shares; 2025Q2: 1,192,295 shares; 2025Q3: 1,856,423 shares; 2025Q4: 1,889,825 shares; 2026Q1: 1,932,683 shares; 2026Q2: 1,899,863 shares 1,899,863 $215M 0.94% -32,820 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: 60,259 shares; 2024Q4: 68,033 shares; 2025Q1: 63,577 shares; 2025Q2: 69,912 shares; 2025Q3: 77,411 shares; 2025Q4: 100,473 shares; 2026Q1: 450,849 shares; 2026Q2: 567,850 shares 567,850 $215M 0.94% +117,001 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: 428,179 shares; 2024Q4: 416,439 shares; 2025Q1: 341,834 shares; 2025Q2: 242,109 shares; 2025Q3: 235,477 shares; 2025Q4: 231,797 shares; 2026Q1: 234,028 shares; 2026Q2: 228,630 shares 228,630 $214M 0.94% -5,398 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: 512 shares; 2024Q4: 541 shares; 2025Q1: 589 shares; 2025Q2: 649 shares; 2025Q3: 1,145 shares; 2025Q4: 1,568 shares; 2026Q1: 425,771 shares; 2026Q2: 414,272 shares 414,272 $205M 0.9% -11,499 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: 230,349 shares; 2024Q4: 241,523 shares; 2025Q1: 486,617 shares; 2025Q2: 490,276 shares; 2025Q3: 486,453 shares; 2025Q4: 535,892 shares; 2026Q1: 540,303 shares; 2026Q2: 535,714 shares 535,714 $201M 0.88% -4,589 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: 105,317 shares; 2024Q4: 111,870 shares; 2025Q1: 109,703 shares; 2025Q2: 116,234 shares; 2025Q3: 120,795 shares; 2025Q4: 132,513 shares; 2026Q1: 564,561 shares; 2026Q2: 583,009 shares 583,009 $191M 0.84% +18,448 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: 173,042 shares; 2024Q4: 228,924 shares; 2025Q1: 242,014 shares; 2025Q2: 251,435 shares; 2025Q3: 252,055 shares; 2025Q4: 255,042 shares; 2026Q1: 257,892 shares; 2026Q2: 239,762 shares 239,762 $179M 0.79% -18,130 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: 1,491 shares; 2024Q4: 1,646 shares; 2025Q1: 1,676 shares; 2025Q2: 1,737 shares; 2025Q3: 2,013 shares; 2025Q4: 3,266 shares; 2026Q1: 72,597 shares; 2026Q2: 160,647 shares 160,647 $157M 0.69% +88,050 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: 269,701 shares; 2024Q4: 297,312 shares; 2025Q1: 274,536 shares; 2025Q2: 279,986 shares; 2025Q3: 285,318 shares; 2025Q4: 290,309 shares; 2026Q1: 294,992 shares; 2026Q2: 1,775,176 shares 1,775,176 $137M 0.6% +1,480,184 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: 9,711 shares; 2024Q4: 29,128 shares; 2025Q1: 61,833 shares; 2025Q2: 247,822 shares; 2025Q3: 256,984 shares; 2025Q4: 264,320 shares; 2026Q1: 323,041 shares; 2026Q2: 320,344 shares 320,344 $127M 0.56% -2,697 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: 565,399 shares; 2024Q4: 555,491 shares; 2025Q1: 547,846 shares; 2025Q2: 542,279 shares; 2025Q3: 530,796 shares; 2025Q4: 521,171 shares; 2026Q1: 319,107 shares; 2026Q2: 309,910 shares 309,910 $126M 0.55% -9,197 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: 84,833 shares; 2024Q4: 64,187 shares; 2025Q1: 63,447 shares; 2025Q2: 62,800 shares; 2025Q3: 61,456 shares; 2025Q4: 59,896 shares; 2026Q1: 29,187 shares; 2026Q2: 706,656 shares 706,656 $126M 0.55% +677,469 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: 361,690 shares; 2024Q4: 383,272 shares; 2025Q1: 874,933 shares; 2025Q2: 908,628 shares; 2025Q3: 883,486 shares; 2025Q4: 771,420 shares; 2026Q1: 966,537 shares; 2026Q2: 776,618 shares 776,618 $114M 0.5% -189,919 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: 215,035 shares; 2024Q4: 218,894 shares; 2025Q1: 190,412 shares; 2025Q2: 719,061 shares; 2025Q3: 758,768 shares; 2025Q4: 1,063,724 shares; 2026Q1: 1,363,492 shares; 2026Q2: 1,375,945 shares 1,375,945 $112M 0.49% +12,453 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: 15,626 shares; 2024Q4: 16,981 shares; 2025Q1: 18,348 shares; 2025Q2: 20,602 shares; 2025Q3: 25,297 shares; 2025Q4: 31,500 shares; 2026Q1: 44,550 shares; 2026Q2: 190,337 shares 190,337 $107M 0.47% +145,787 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: 54,745 shares; 2024Q4: 64,224 shares; 2025Q1: 91,829 shares; 2025Q2: 98,558 shares; 2025Q3: 95,744 shares; 2025Q4: 113,110 shares; 2026Q1: 478,619 shares; 2026Q2: 1,220,703 shares 1,220,703 $101M 0.44% +742,084 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: 88,709 shares; 2024Q4: 104,065 shares; 2025Q1: 134,714 shares; 2025Q2: 166,066 shares; 2025Q3: 216,130 shares; 2025Q4: 307,428 shares; 2026Q1: 269,111 shares; 2026Q2: 284,044 shares 284,044 $97.5M 0.43% +14,933 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: 110,940 shares; 2024Q4: 118,555 shares; 2025Q1: 132,904 shares; 2025Q2: 343,316 shares; 2025Q3: 350,542 shares; 2025Q4: 355,939 shares; 2026Q1: 480,179 shares; 2026Q2: 356,482 shares 356,482 $96.4M 0.42% -123,697 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: 540,368 shares; 2024Q4: 529,494 shares; 2025Q1: 523,257 shares; 2025Q2: 522,586 shares; 2025Q3: 516,385 shares; 2025Q4: 459,960 shares; 2026Q1: 338,619 shares; 2026Q2: 191,956 shares 191,956 $96.2M 0.42% -146,663 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,013,447 shares; 2024Q4: 1,946,708 shares; 2025Q1: 1,926,779 shares; 2025Q2: 1,918,511 shares; 2025Q3: 1,875,126 shares; 2025Q4: 1,670,213 shares; 2026Q1: 1,416,566 shares; 2026Q2: 1,332,672 shares 1,332,672 $95.8M 0.42% -83,894 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: 222 shares; 2024Q4: 206 shares; 2025Q1: 194 shares; 2025Q2: 179 shares; 2025Q3: 142 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 127 shares 127 $95.1M 0.42% -10 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: 2,347,313 shares; 2024Q4: 2,289,091 shares; 2025Q1: 1,710,341 shares; 2025Q2: 1,708,219 shares; 2025Q3: 1,687,424 shares; 2025Q4: 1,558,207 shares; 2026Q1: 1,229,974 shares; 2026Q2: 967,464 shares 967,464 $87.8M 0.38% -262,510 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,703,158 shares; 2025Q1: 3,395,447 shares; 2025Q2: 3,395,447 shares; 2025Q3: 2,767,739 shares; 2025Q4: 2,259,089 shares; 2026Q1: 2,608,289 shares; 2026Q2: 2,403,457 shares 2,403,457 $85.7M 0.38% -204,832 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,917 shares; 2024Q4: 476,790 shares; 2025Q1: 438,109 shares; 2025Q2: 397,534 shares; 2025Q3: 369,293 shares; 2025Q4: 338,958 shares; 2026Q1: 239,421 shares; 2026Q2: 199,745 shares 199,745 $85M 0.37% -39,676 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,763 shares; 2024Q4: 132,393 shares; 2025Q1: 146,195 shares; 2025Q2: 154,520 shares; 2025Q3: 199,736 shares; 2025Q4: 230,992 shares; 2026Q1: 225,996 shares; 2026Q2: 203,204 shares 203,204 $84.7M 0.37% -22,792 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: 30,745 shares; 2025Q1: 34,628 shares; 2025Q2: 38,941 shares; 2025Q3: 36,096 shares; 2025Q4: 34,441 shares; 2026Q1: 58,785 shares; 2026Q2: 86,135 shares 86,135 $82.8M 0.36% +27,350 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: 35,821 shares; 2024Q4: 36,447 shares; 2025Q1: 35,193 shares; 2025Q2: 36,442 shares; 2025Q3: 38,778 shares; 2025Q4: 41,174 shares; 2026Q1: 142,219 shares; 2026Q2: 232,006 shares 232,006 $81.8M 0.36% +89,787 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,039 shares; 2024Q4: 511,742 shares; 2025Q1: 637,844 shares; 2025Q2: 674,561 shares; 2025Q3: 687,821 shares; 2025Q4: 598,387 shares; 2026Q1: 541,857 shares; 2026Q2: 454,329 shares 454,329 $81.7M 0.36% -87,528 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850,092 shares; 2024Q4: 803,213 shares; 2025Q1: 770,846 shares; 2025Q2: 728,213 shares; 2025Q3: 741,620 shares; 2025Q4: 731,627 shares; 2026Q1: 706,244 shares; 2026Q2: 658,636 shares 658,636 $81M 0.36% -47,608 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: 110,316 shares; 2024Q4: 113,546 shares; 2025Q1: 115,209 shares; 2025Q2: 117,386 shares; 2025Q3: 117,552 shares; 2025Q4: 120,334 shares; 2026Q1: 125,904 shares; 2026Q2: 126,799 shares 126,799 $80.4M 0.35% +895 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: 556 shares; 2024Q4: 728 shares; 2025Q1: 762 shares; 2025Q2: 1,146 shares; 2025Q3: 1,460 shares; 2025Q4: 3,521 shares; 2026Q1: 208,278 shares; 2026Q2: 242,795 shares 242,795 $80.2M 0.35% +34,517 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: 742,604 shares; 2024Q4: 574,249 shares; 2025Q1: 492,033 shares; 2025Q2: 482,077 shares; 2025Q3: 452,286 shares; 2025Q4: 449,289 shares; 2026Q1: 410,938 shares; 2026Q2: 412,485 shares 412,485 $74.6M 0.33% +1,547 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 94,988 shares; 2025Q1: 150,671 shares; 2025Q2: 202,418 shares; 2025Q3: 247,356 shares; 2025Q4: 240,691 shares; 2026Q1: 228,415 shares; 2026Q2: 206,212 shares 206,212 $74M 0.32% -22,203 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: 454,610 shares; 2025Q1: 499,223 shares; 2025Q2: 532,556 shares; 2025Q3: 554,691 shares; 2025Q4: 550,220 shares; 2026Q1: 538,886 shares; 2026Q2: 426,155 shares 426,155 $72.4M 0.32% -112,731 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: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares; 2026Q2: 458,174 shares 458,174 $71.9M 0.32% +455,825 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: 451,027 shares; 2024Q4: 451,009 shares; 2025Q1: 463,294 shares; 2025Q2: 470,850 shares; 2025Q3: 473,957 shares; 2025Q4: 466,039 shares; 2026Q1: 466,003 shares; 2026Q2: 471,009 shares 471,009 $69.9M 0.31% +5,006 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637,349 shares; 2025Q4: 1,580,593 shares; 2026Q1: 2,151,588 shares; 2026Q2: 2,820,964 shares 2,820,964 $68.2M 0.3% +669,376 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022,125 shares; 2024Q4: 3,951,415 shares; 2025Q1: 3,881,166 shares; 2025Q2: 2,474,460 shares; 2025Q3: 2,421,968 shares; 2025Q4: 2,341,885 shares; 2026Q1: 2,052,229 shares; 2026Q2: 1,015,513 shares 1,015,513 $68.1M 0.3% -1,036,716 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: 1,460 shares; 2024Q4: 742 shares; 2025Q1: 198,957 shares; 2025Q2: 282,005 shares; 2025Q3: 286,215 shares; 2025Q4: 281,060 shares; 2026Q1: 271,410 shares; 2026Q2: 193,467 shares 193,467 $67.7M 0.3% -77,943 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476,556 shares; 2024Q4: 543,622 shares; 2025Q1: 628,356 shares; 2025Q2: 666,622 shares; 2025Q3: 684,687 shares; 2025Q4: 797,350 shares; 2026Q1: 891,739 shares; 2026Q2: 798,521 shares 798,521 $67.2M 0.29% -93,218 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,529,784 shares; 2025Q2: 6,524,124 shares; 2025Q3: 6,524,647 shares; 2025Q4: 6,545,624 shares; 2026Q1: 6,623,564 shares; 2026Q2: 12,490,320 shares 12,490,320 $64.5M 0.28% +5,866,756 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,814 shares; 2024Q4: 359,111 shares; 2025Q1: 447,066 shares; 2025Q2: 470,499 shares; 2025Q3: 484,790 shares; 2025Q4: 474,214 shares; 2026Q1: 455,614 shares; 2026Q2: 405,502 shares 405,502 $63.6M 0.28% -50,112 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 282 shares; 2025Q1: 275 shares; 2025Q2: 308 shares; 2025Q3: 267,893 shares; 2025Q4: 315,268 shares; 2026Q1: 329,768 shares; 2026Q2: 319,391 shares 319,391 $63.2M 0.28% -10,377 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,401 shares; 2024Q4: 63,597 shares; 2025Q1: 61,462 shares; 2025Q2: 62,250 shares; 2025Q3: 62,230 shares; 2025Q4: 169,806 shares; 2026Q1: 231,375 shares; 2026Q2: 223,002 shares 223,002 $62.1M 0.27% -8,373 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 681 shares; 2026Q1: 3,567,200 shares; 2026Q2: 3,567,173 shares 3,567,173 $61.7M 0.27% -27 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968,267 shares; 2024Q4: 1,006,623 shares; 2025Q1: 1,194,045 shares; 2025Q2: 1,444,027 shares; 2025Q3: 1,472,381 shares; 2025Q4: 1,417,603 shares; 2026Q1: 1,368,285 shares; 2026Q2: 1,216,483 shares 1,216,483 $61.7M 0.27% -151,802 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,457 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares; 2026Q1: 2,442 shares; 2026Q2: 268,066 shares 268,066 $59.8M 0.26% +265,624 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: 435,169 shares; 2024Q4: 487,133 shares; 2025Q1: 551,789 shares; 2025Q2: 579,705 shares; 2025Q3: 598,613 shares; 2025Q4: 593,339 shares; 2026Q1: 490,368 shares; 2026Q2: 442,342 shares 442,342 $59.6M 0.26% -48,026 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,080 shares; 2024Q4: 201,603 shares; 2025Q1: 235,726 shares; 2025Q2: 223,278 shares; 2025Q3: 231,312 shares; 2025Q4: 227,522 shares; 2026Q1: 218,444 shares; 2026Q2: 226,912 shares 226,912 $58.5M 0.26% +8,468 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: 214,102 shares; 2024Q4: 214,232 shares; 2025Q1: 210,292 shares; 2025Q2: 209,572 shares; 2025Q3: 205,542 shares; 2025Q4: 205,240 shares; 2026Q1: 210,750 shares; 2026Q2: 213,794 shares 213,794 $58.2M 0.25% +3,044 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,737 shares; 2024Q4: 157,584 shares; 2025Q1: 184,054 shares; 2025Q2: 195,578 shares; 2025Q3: 202,829 shares; 2025Q4: 200,741 shares; 2026Q1: 213,929 shares; 2026Q2: 195,063 shares 195,063 $57.5M 0.25% -18,866 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271,161 shares; 2024Q4: 1,531,244 shares; 2025Q1: 1,728,582 shares; 2025Q2: 1,815,420 shares; 2025Q3: 1,871,190 shares; 2025Q4: 1,804,927 shares; 2026Q1: 1,728,734 shares; 2026Q2: 1,532,754 shares 1,532,754 $56.4M 0.25% -195,980 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: 2,659 shares; 2024Q4: 3,373 shares; 2025Q1: 3,366 shares; 2025Q2: 3,875 shares; 2025Q3: 4,035 shares; 2025Q4: 5,552 shares; 2026Q1: 115,476 shares; 2026Q2: 141,046 shares 141,046 $56.1M 0.25% +25,570 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: 218,319 shares; 2024Q4: 251,194 shares; 2025Q1: 293,554 shares; 2025Q2: 310,121 shares; 2025Q3: 320,547 shares; 2025Q4: 316,734 shares; 2026Q1: 233,301 shares; 2026Q2: 217,106 shares 217,106 $54.3M 0.24% -16,195 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665,352 shares; 2025Q2: 695,963 shares; 2025Q3: 713,888 shares; 2025Q4: 705,018 shares; 2026Q1: 592,408 shares; 2026Q2: 529,075 shares 529,075 $53.9M 0.24% -63,333 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988,769 shares; 2024Q4: 1,279,907 shares; 2025Q1: 1,441,241 shares; 2025Q2: 1,510,696 shares; 2025Q3: 1,546,291 shares; 2025Q4: 1,394,737 shares; 2026Q1: 1,178,628 shares; 2026Q2: 972,324 shares 972,324 $53.1M 0.23% -206,304 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,076 shares; 2024Q4: 38,107 shares; 2025Q1: 14,909 shares; 2025Q2: 11,025 shares; 2025Q3: 10,871 shares; 2025Q4: 8,907 shares; 2026Q1: 317,423 shares; 2026Q2: 675,686 shares 675,686 $51.1M 0.22% +358,263 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 1,108,767 shares; 2025Q4: 1,108,767 shares; 2026Q1: 1,217,949 shares; 2026Q2: 1,999,330 shares 1,999,330 $50.4M 0.22% +781,381 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,029 shares; 2024Q4: 149,581 shares; 2025Q1: 149,379 shares; 2025Q2: 149,390 shares; 2025Q3: 149,390 shares; 2025Q4: 149,390 shares; 2026Q1: 149,432 shares; 2026Q2: 134,982 shares 134,982 $49M 0.21% -14,450 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018,536 shares; 2024Q4: 1,035,358 shares; 2025Q1: 1,088,274 shares; 2025Q2: 1,481,384 shares; 2025Q3: 1,702,585 shares; 2025Q4: 1,215,939 shares; 2026Q1: 778,135 shares; 2026Q2: 670,926 shares 670,926 $48M 0.21% -107,209 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,959 shares; 2024Q4: 157,035 shares; 2025Q1: 137,314 shares; 2025Q2: 137,314 shares; 2025Q3: 137,364 shares; 2025Q4: 151,840 shares; 2026Q1: 151,837 shares; 2026Q2: 151,837 shares 151,837 $47.7M 0.21% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 191 shares; 2025Q1: 51 shares; 2025Q2: 189 shares; 2025Q3: 321 shares; 2025Q4: 541 shares; 2026Q1: 54,171 shares; 2026Q2: 90,619 shares 90,619 $47.4M 0.21% +36,448 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: 2,179,486 shares; 2024Q4: 1,941,213 shares; 2025Q1: 2,123,014 shares; 2025Q2: 2,067,369 shares; 2025Q3: 2,521,679 shares; 2025Q4: 2,803,916 shares; 2026Q1: 2,879,404 shares; 2026Q2: 1,135,474 shares 1,135,474 $46.6M 0.2% -1,743,930 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: 313,427 shares; 2024Q4: 297,263 shares; 2025Q1: 306,590 shares; 2025Q2: 13,765 shares; 2025Q3: 17,271 shares; 2025Q4: 94,200 shares; 2026Q1: 97,531 shares; 2026Q2: 108,565 shares 108,565 $45.1M 0.2% +11,034 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 24 shares; 2026Q2: 173,078 shares 173,078 $42.4M 0.19% +173,054 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 235 shares; 2025Q1: 117 shares; 2025Q2: 346 shares; 2025Q3: 361 shares; 2025Q4: 305,929 shares; 2026Q1: 351,431 shares; 2026Q2: 424,571 shares 424,571 $42.3M 0.19% +73,140 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 527 shares; 2025Q1: 646 shares; 2025Q2: 653 shares; 2025Q3: 372,138 shares; 2025Q4: 560,737 shares; 2026Q1: 536,755 shares; 2026Q2: 477,774 shares 477,774 $41.7M 0.18% -58,981 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,587 shares; 2024Q4: 312,955 shares; 2025Q1: 366,484 shares; 2025Q2: 389,082 shares; 2025Q3: 401,170 shares; 2025Q4: 331,380 shares; 2026Q1: 358,102 shares; 2026Q2: 320,811 shares 320,811 $40.2M 0.18% -37,291 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: 217,735 shares; 2024Q4: 215,146 shares; 2025Q1: 199,869 shares; 2025Q2: 206,025 shares; 2025Q3: 210,893 shares; 2025Q4: 215,141 shares; 2026Q1: 270,246 shares; 2026Q2: 283,379 shares 283,379 $38.7M 0.17% +13,133 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: 170,052 shares; 2024Q4: 142,966 shares; 2025Q1: 132,248 shares; 2025Q2: 132,025 shares; 2025Q3: 140,059 shares; 2025Q4: 141,008 shares; 2026Q1: 132,593 shares; 2026Q2: 494,308 shares 494,308 $38.7M 0.17% +361,715 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 837,400 shares; 2025Q1: 931,444 shares; 2025Q2: 1,308,791 shares; 2025Q3: 1,752,230 shares; 2025Q4: 1,572,778 shares; 2026Q1: 1,485,036 shares; 2026Q2: 1,332,857 shares 1,332,857 $38.5M 0.17% -152,179 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,979 shares; 2024Q4: 171,766 shares; 2025Q1: 175,487 shares; 2025Q2: 184,742 shares; 2025Q3: 190,358 shares; 2025Q4: 187,084 shares; 2026Q1: 146,193 shares; 2026Q2: 131,278 shares 131,278 $37M 0.16% -14,915 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 3,171 shares; 2025Q1: 2,870 shares; 2025Q2: 4,118 shares; 2025Q3: 6,295 shares; 2025Q4: 10,172 shares; 2026Q1: 18,305 shares; 2026Q2: 31,662 shares 31,662 $36.5M 0.16% +13,357 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,789 shares; 2024Q4: 228,228 shares; 2025Q1: 228,194 shares; 2025Q2: 228,682 shares; 2025Q3: 219,333 shares; 2025Q4: 203,608 shares; 2026Q1: 204,800 shares; 2026Q2: 204,417 shares 204,417 $34.7M 0.15% -383 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: 153,667 shares; 2024Q4: 149,902 shares; 2025Q1: 145,099 shares; 2025Q2: 137,473 shares; 2025Q3: 135,174 shares; 2025Q4: 126,702 shares; 2026Q1: 124,163 shares; 2026Q2: 122,605 shares 122,605 $33.2M 0.15% -1,558 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: 234,454 shares; 2024Q4: 228,022 shares; 2025Q1: 211,517 shares; 2025Q2: 208,092 shares; 2025Q3: 215,555 shares; 2025Q4: 230,359 shares; 2026Q1: 239,838 shares; 2026Q2: 257,653 shares 257,653 $33.1M 0.15% +17,815 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: 2,906 shares; 2024Q4: 3,022 shares; 2025Q1: 2,963 shares; 2025Q2: 3,632 shares; 2025Q3: 3,484 shares; 2025Q4: 4,046 shares; 2026Q1: 84,475 shares; 2026Q2: 84,298 shares 84,298 $32.9M 0.14% -177 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: 88,786 shares; 2024Q4: 106,091 shares; 2025Q1: 79,659 shares; 2025Q2: 86,999 shares; 2025Q3: 90,866 shares; 2025Q4: 99,006 shares; 2026Q1: 106,401 shares; 2026Q2: 127,844 shares 127,844 $32.2M 0.14% +21,443 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,458 shares; 2025Q1: 1,294 shares; 2025Q2: 1,389 shares; 2025Q3: 1,809 shares; 2025Q4: 1,840 shares; 2026Q1: 165,445 shares; 2026Q2: 234,286 shares 234,286 $32.1M 0.14% +68,841 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,831 shares; 2024Q4: 577,455 shares; 2025Q1: 640,661 shares; 2025Q2: 630,158 shares; 2025Q3: 788,715 shares; 2025Q4: 672,458 shares; 2026Q1: 663,762 shares; 2026Q2: 484,058 shares 484,058 $31.1M 0.14% -179,704 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 210,000 shares; 2026Q2: 385,799 shares 385,799 $31M 0.14% +175,799 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: 10,491 shares; 2024Q4: 11,066 shares; 2025Q1: 14,861 shares; 2025Q2: 16,236 shares; 2025Q3: 16,340 shares; 2025Q4: 19,944 shares; 2026Q1: 30,786 shares; 2026Q2: 51,834 shares 51,834 $30.1M 0.13% +21,048 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: 93,755 shares; 2024Q4: 93,013 shares; 2025Q1: 89,898 shares; 2025Q2: 93,038 shares; 2025Q3: 95,578 shares; 2025Q4: 98,997 shares; 2026Q1: 138,841 shares; 2026Q2: 157,970 shares 157,970 $30M 0.13% +19,129 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: 12,553 shares; 2024Q4: 12,757 shares; 2025Q1: 6,965 shares; 2025Q2: 11,300 shares; 2025Q3: 17,445 shares; 2025Q4: 27,590 shares; 2026Q1: 45,207 shares; 2026Q2: 69,846 shares 69,846 $29.4M 0.13% +24,639 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,170 shares; 2025Q1: 1,827 shares; 2025Q2: 2,301 shares; 2025Q3: 125,269 shares; 2025Q4: 736,146 shares; 2026Q1: 301,180 shares; 2026Q2: 277,245 shares 277,245 $27.5M 0.12% -23,935 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: 24,780 shares; 2024Q4: 25,848 shares; 2025Q1: 27,290 shares; 2025Q2: 28,271 shares; 2025Q3: 32,558 shares; 2025Q4: 55,702 shares; 2026Q1: 34,932 shares; 2026Q2: 38,860 shares 38,860 $26.7M 0.12% +3,928 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: 7,795 shares; 2024Q4: 7,820 shares; 2025Q1: 7,628 shares; 2025Q2: 7,697 shares; 2025Q3: 7,738 shares; 2025Q4: 7,784 shares; 2026Q1: 7,787 shares; 2026Q2: 7,794 shares 7,794 $24.9M 0.11% +7 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: 118,163 shares; 2024Q4: 132,074 shares; 2025Q1: 132,156 shares; 2025Q2: 126,448 shares; 2025Q3: 120,212 shares; 2025Q4: 142,384 shares; 2026Q1: 188,656 shares; 2026Q2: 210,292 shares 210,292 $24.7M 0.11% +21,636 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,849 shares; 2024Q4: 571,577 shares; 2025Q1: 671,299 shares; 2025Q2: 951,619 shares; 2025Q3: 1,068,801 shares; 2025Q4: 891,981 shares; 2026Q1: 688,502 shares; 2026Q2: 501,121 shares 501,121 $24.4M 0.11% -187,381 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: 13,250 shares; 2024Q4: 13,308 shares; 2025Q1: 13,306 shares; 2025Q2: 13,704 shares; 2025Q3: 15,349 shares; 2025Q4: 14,308 shares; 2026Q1: 17,264 shares; 2026Q2: 21,850 shares 21,850 $23.3M 0.1% +4,586 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 12,140 shares; 2025Q2: 11,605 shares; 2025Q3: 10,620 shares; 2025Q4: 10,658 shares; 2026Q1: 10,605 shares; 2026Q2: 10,605 shares 10,605 $22.1M 0.1% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 152 shares; 2025Q1: 231 shares; 2025Q2: 905 shares; 2025Q3: 403,078 shares; 2025Q4: 404,424 shares; 2026Q1: 409,229 shares; 2026Q2: 414,310 shares 414,310 $22M 0.1% +5,081 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: 187,801 shares; 2024Q4: 222,801 shares; 2025Q1: 237,106 shares; 2025Q2: 242,370 shares; 2025Q3: 236,114 shares; 2025Q4: 199,363 shares; 2026Q1: 263,344 shares; 2026Q2: 206,830 shares 206,830 $21.5M 0.09% -56,514 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: 54,857 shares; 2024Q4: 81,856 shares; 2025Q1: 78,414 shares; 2025Q2: 79,540 shares; 2025Q3: 85,483 shares; 2025Q4: 86,259 shares; 2026Q1: 122,903 shares; 2026Q2: 126,577 shares 126,577 $21M 0.09% +3,674 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: 117,357 shares; 2024Q4: 112,450 shares; 2025Q1: 106,316 shares; 2025Q2: 107,760 shares; 2025Q3: 136,179 shares; 2025Q4: 122,804 shares; 2026Q1: 126,349 shares; 2026Q2: 125,714 shares 125,714 $21M 0.09% -635 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,880 shares; 2024Q4: 253,880 shares; 2025Q1: 250,146 shares; 2025Q2: 250,938 shares; 2025Q3: 250,239 shares; 2025Q4: 253,431 shares; 2026Q1: 254,774 shares; 2026Q2: 258,388 shares 258,388 $20.5M 0.09% +3,614 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,221 shares; 2024Q4: 134,947 shares; 2025Q1: 141,651 shares; 2025Q2: 127,296 shares; 2025Q3: 129,080 shares; 2025Q4: 111,003 shares; 2026Q1: 112,422 shares; 2026Q2: 76,824 shares 76,824 $20.2M 0.09% -35,598 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: 214,770 shares; 2024Q4: 224,023 shares; 2025Q1: 215,228 shares; 2025Q2: 231,969 shares; 2025Q3: 237,825 shares; 2025Q4: 257,406 shares; 2026Q1: 266,555 shares; 2026Q2: 333,678 shares 333,678 $19M 0.08% +67,123 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: 48,461 shares; 2024Q4: 35,583 shares; 2025Q1: 34,796 shares; 2025Q2: 40,384 shares; 2025Q3: 31,690 shares; 2025Q4: 38,004 shares; 2026Q1: 69,424 shares; 2026Q2: 129,240 shares 129,240 $18M 0.08% +59,816 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: 41,569 shares; 2024Q4: 41,690 shares; 2025Q1: 40,311 shares; 2025Q2: 41,401 shares; 2025Q3: 43,011 shares; 2025Q4: 44,289 shares; 2026Q1: 47,462 shares; 2026Q2: 53,222 shares 53,222 $18M 0.08% +5,760 Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627,150 shares; 2024Q4: 627,150 shares; 2025Q1: 627,150 shares; 2025Q2: 627,150 shares; 2025Q3: 662,544 shares; 2025Q4: 662,544 shares; 2026Q1: 662,544 shares; 2026Q2: 662,544 shares 662,544 $17.6M 0.08% 0 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: 40,743 shares; 2024Q4: 46,098 shares; 2025Q1: 51,298 shares; 2025Q2: 60,758 shares; 2025Q3: 62,118 shares; 2025Q4: 84,416 shares; 2026Q1: 79,763 shares; 2026Q2: 82,042 shares 82,042 $17.5M 0.08% +2,279 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: 40,590 shares; 2024Q4: 39,653 shares; 2025Q1: 39,639 shares; 2025Q2: 40,629 shares; 2025Q3: 43,922 shares; 2025Q4: 46,605 shares; 2026Q1: 47,271 shares; 2026Q2: 47,357 shares 47,357 $17.4M 0.08% +86 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: 9,380 shares; 2025Q1: 10,293 shares; 2025Q2: 12,799 shares; 2025Q3: 15,871 shares; 2025Q4: 20,947 shares; 2026Q1: 28,050 shares; 2026Q2: 40,030 shares 40,030 $17.3M 0.08% +11,980 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: 45,488 shares; 2024Q4: 44,188 shares; 2025Q1: 42,062 shares; 2025Q2: 43,810 shares; 2025Q3: 45,008 shares; 2025Q4: 46,577 shares; 2026Q1: 53,909 shares; 2026Q2: 60,922 shares 60,922 $17.1M 0.08% +7,013 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: 52,778 shares; 2024Q4: 53,838 shares; 2025Q1: 53,793 shares; 2025Q2: 54,761 shares; 2025Q3: 54,761 shares; 2025Q4: 57,487 shares; 2026Q1: 54,471 shares; 2026Q2: 46,531 shares 46,531 $17M 0.07% -7,940 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: 7,818 shares; 2024Q4: 7,853 shares; 2025Q1: 7,178 shares; 2025Q2: 12,626 shares; 2025Q3: 38,242 shares; 2025Q4: 43,730 shares; 2026Q1: 45,784 shares; 2026Q2: 45,994 shares 45,994 $17M 0.07% +210 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: 10,864 shares; 2024Q4: 14,592 shares; 2025Q1: 17,580 shares; 2025Q2: 19,075 shares; 2025Q3: 16,021 shares; 2025Q4: 17,242 shares; 2026Q1: 15,413 shares; 2026Q2: 22,486 shares 22,486 $16.6M 0.07% +7,073 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,377 shares; 2024Q4: 168,491 shares; 2025Q1: 92,344 shares; 2025Q2: 73,101 shares; 2025Q3: 66,896 shares; 2025Q4: 56,112 shares; 2026Q1: 209,615 shares; 2026Q2: 198,949 shares 198,949 $16M 0.07% -10,666 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876,688 shares; 2024Q4: 1,876,688 shares; 2025Q1: 1,876,688 shares; 2025Q2: 1,876,688 shares; 2025Q3: 1,876,688 shares; 2025Q4: 1,876,688 shares; 2026Q1: 1,876,688 shares; 2026Q2: 1,876,688 shares 1,876,688 $15.2M 0.07% 0 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,906 shares; 2026Q1: 563,519 shares; 2026Q2: 507,989 shares 507,989 $14.6M 0.06% -55,530 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: 14,910 shares; 2024Q4: 15,490 shares; 2025Q1: 14,201 shares; 2025Q2: 15,056 shares; 2025Q3: 17,395 shares; 2025Q4: 21,487 shares; 2026Q1: 26,383 shares; 2026Q2: 38,603 shares 38,603 $14.4M 0.06% +12,220 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: 190,837 shares; 2024Q4: 196,963 shares; 2025Q1: 258,704 shares; 2025Q2: 148,857 shares; 2025Q3: 80,721 shares; 2025Q4: 88,241 shares; 2026Q1: 95,001 shares; 2026Q2: 95,641 shares 95,641 $12.9M 0.06% +640 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: 3,784 shares; 2024Q4: 3,931 shares; 2025Q1: 3,648 shares; 2025Q2: 3,829 shares; 2025Q3: 4,392 shares; 2025Q4: 5,641 shares; 2026Q1: 7,679 shares; 2026Q2: 10,428 shares 10,428 $12.3M 0.05% +2,749 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,976 shares; 2024Q4: 222,606 shares; 2025Q1: 221,912 shares; 2025Q2: 221,912 shares; 2025Q3: 222,029 shares; 2025Q4: 221,912 shares; 2026Q1: 217,335 shares; 2026Q2: 217,335 shares 217,335 $12.2M 0.05% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,667 shares; 2025Q1: 36,667 shares; 2025Q2: 36,667 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 942,550 shares; 2026Q2: 942,550 shares 942,550 $12.1M 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,719 shares; 2024Q4: 35,867 shares; 2025Q1: 35,906 shares; 2025Q2: 37,269 shares; 2025Q3: 36,926 shares; 2025Q4: 37,956 shares; 2026Q1: 100,359 shares; 2026Q2: 110,348 shares 110,348 $12.1M 0.05% +9,989 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: 123,022 shares; 2024Q4: 126,639 shares; 2025Q1: 118,221 shares; 2025Q2: 116,095 shares; 2025Q3: 118,375 shares; 2025Q4: 119,491 shares; 2026Q1: 148,288 shares; 2026Q2: 165,290 shares 165,290 $11.9M 0.05% +17,002 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: 38,973 shares; 2024Q4: 38,400 shares; 2025Q1: 42,589 shares; 2025Q2: 46,730 shares; 2025Q3: 46,003 shares; 2025Q4: 51,533 shares; 2026Q1: 51,012 shares; 2026Q2: 49,953 shares 49,953 $11.8M 0.05% -1,059 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND 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: 108,578 shares; 2025Q4: 339,978 shares; 2026Q1: 921,978 shares; 2026Q2: 921,978 shares 921,978 $11.5M 0.05% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,902 shares; 2024Q4: 87,921 shares; 2025Q1: 77,014 shares; 2025Q2: 77,426 shares; 2025Q3: 76,583 shares; 2025Q4: 78,884 shares; 2026Q1: 84,788 shares; 2026Q2: 86,164 shares 86,164 $11.3M 0.05% +1,376 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK 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: 141,628 shares; 2025Q3: 141,628 shares; 2025Q4: 141,628 shares; 2026Q1: 141,628 shares; 2026Q2: 141,628 shares 141,628 $11.3M 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,308 shares; 2024Q4: 704,237 shares; 2025Q1: 704,688 shares; 2025Q2: 758,495 shares; 2025Q3: 747,361 shares; 2025Q4: 710,103 shares; 2026Q1: 41,259 shares; 2026Q2: 50,158 shares 50,158 $11.2M 0.05% +8,899 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,921 shares; 2025Q3: 9,921 shares; 2025Q4: 9,921 shares; 2026Q1: 331,921 shares; 2026Q2: 472,521 shares 472,521 $11.2M 0.05% +140,600 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 187 shares; 2025Q2: 172,187 shares; 2025Q3: 172,187 shares; 2025Q4: 165,307 shares; 2026Q1: 165,307 shares; 2026Q2: 155,362 shares 155,362 $11.2M 0.05% -9,945 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: 17,152 shares; 2024Q4: 17,305 shares; 2025Q1: 17,236 shares; 2025Q2: 17,211 shares; 2025Q3: 17,129 shares; 2025Q4: 17,272 shares; 2026Q1: 16,948 shares; 2026Q2: 15,676 shares 15,676 $11M 0.05% -1,272 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: 4,643 shares; 2024Q4: 5,552 shares; 2025Q1: 4,991 shares; 2025Q2: 5,505 shares; 2025Q3: 6,015 shares; 2025Q4: 6,516 shares; 2026Q1: 7,688 shares; 2026Q2: 10,887 shares 10,887 $11M 0.05% +3,199 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: 18,700 shares; 2024Q4: 19,529 shares; 2025Q1: 18,123 shares; 2025Q2: 21,943 shares; 2025Q3: 23,260 shares; 2025Q4: 28,792 shares; 2026Q1: 34,887 shares; 2026Q2: 52,510 shares 52,510 $11M 0.05% +17,623 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: 20,393 shares; 2024Q4: 18,196 shares; 2025Q1: 17,568 shares; 2025Q2: 18,593 shares; 2025Q3: 17,907 shares; 2025Q4: 20,484 shares; 2026Q1: 25,937 shares; 2026Q2: 29,505 shares 29,505 $10.7M 0.05% +3,568 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,501 shares; 2024Q4: 21,941 shares; 2025Q1: 21,366 shares; 2025Q2: 18,785 shares; 2025Q3: 28,211 shares; 2025Q4: 206,152 shares; 2026Q1: 221,012 shares; 2026Q2: 229,088 shares 229,088 $10.7M 0.05% +8,076 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 8,963 shares; 2025Q1: 33,836 shares; 2025Q2: 45,308 shares; 2025Q3: 51,299 shares; 2025Q4: 54,268 shares; 2026Q1: 86,447 shares; 2026Q2: 110,886 shares 110,886 $9.81M 0.04% +24,439 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: 19,227 shares; 2024Q4: 17,499 shares; 2025Q1: 17,154 shares; 2025Q2: 17,182 shares; 2025Q3: 17,874 shares; 2025Q4: 19,708 shares; 2026Q1: 19,395 shares; 2026Q2: 20,014 shares 20,014 $9.56M 0.04% +619 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 852,000 shares; 2026Q2: 852,000 shares 852,000 $9.26M 0.04% 0 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: 400,390 shares; 2024Q4: 390,769 shares; 2025Q1: 372,565 shares; 2025Q2: 373,589 shares; 2025Q3: 377,440 shares; 2025Q4: 382,505 shares; 2026Q1: 436,327 shares; 2026Q2: 376,227 shares 376,227 $9.24M 0.04% -60,100 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: 48,497 shares; 2024Q4: 50,076 shares; 2025Q1: 49,238 shares; 2025Q2: 50,702 shares; 2025Q3: 50,947 shares; 2025Q4: 57,452 shares; 2026Q1: 59,443 shares; 2026Q2: 63,440 shares 63,440 $9.08M 0.04% +3,997 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: 23 shares; 2025Q3: 114 shares; 2025Q4: 746 shares; 2026Q1: 2,211 shares; 2026Q2: 3,909 shares 3,909 $8.89M 0.04% +1,698 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: 25,693 shares; 2024Q4: 26,693 shares; 2025Q1: 24,581 shares; 2025Q2: 25,764 shares; 2025Q3: 27,217 shares; 2025Q4: 32,823 shares; 2026Q1: 37,461 shares; 2026Q2: 47,418 shares 47,418 $8.76M 0.04% +9,957 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: 53,446 shares; 2024Q4: 53,490 shares; 2025Q1: 49,172 shares; 2025Q2: 52,910 shares; 2025Q3: 52,158 shares; 2025Q4: 52,607 shares; 2026Q1: 104,347 shares; 2026Q2: 113,812 shares 113,812 $8.35M 0.04% +9,465 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: 613,015 shares; 2024Q4: 532,083 shares; 2025Q1: 448,683 shares; 2025Q2: 335,759 shares; 2025Q3: 319,329 shares; 2025Q4: 309,376 shares; 2026Q1: 294,912 shares; 2026Q2: 289,618 shares 289,618 $8.16M 0.04% -5,294 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN 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: 539,662 shares 539,662 $8.16M 0.04% new 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: 9,056 shares; 2024Q4: 9,441 shares; 2025Q1: 9,409 shares; 2025Q2: 11,421 shares; 2025Q3: 11,744 shares; 2025Q4: 18,964 shares; 2026Q1: 24,586 shares; 2026Q2: 31,858 shares 31,858 $8.14M 0.04% +7,272 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: 62,002 shares; 2024Q4: 56,304 shares; 2025Q1: 50,817 shares; 2025Q2: 53,215 shares; 2025Q3: 54,566 shares; 2025Q4: 50,583 shares; 2026Q1: 58,501 shares; 2026Q2: 61,529 shares 61,529 $7.98M 0.04% +3,028 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: 52,932 shares; 2024Q4: 63,045 shares; 2025Q1: 61,539 shares; 2025Q2: 50,177 shares; 2025Q3: 48,940 shares; 2025Q4: 50,762 shares; 2026Q1: 59,318 shares; 2026Q2: 50,794 shares 50,794 $7.96M 0.03% -8,524 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,500 shares; 2024Q4: 43,500 shares; 2025Q1: 43,500 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 43,546 shares; 2026Q1: 37,546 shares; 2026Q2: 37,546 shares 37,546 $7.94M 0.03% 0 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: 210,927 shares; 2024Q4: 177,073 shares; 2025Q1: 161,561 shares; 2025Q2: 185,373 shares; 2025Q3: 189,248 shares; 2025Q4: 209,603 shares; 2026Q1: 344,489 shares; 2026Q2: 327,905 shares 327,905 $7.9M 0.03% -16,584 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: 6,162 shares; 2024Q4: 6,214 shares; 2025Q1: 6,134 shares; 2025Q2: 6,816 shares; 2025Q3: 7,313 shares; 2025Q4: 7,852 shares; 2026Q1: 9,553 shares; 2026Q2: 10,866 shares 10,866 $7.82M 0.03% +1,313 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: 24,492 shares; 2024Q4: 38,873 shares; 2025Q1: 27,217 shares; 2025Q2: 27,565 shares; 2025Q3: 24,107 shares; 2025Q4: 26,380 shares; 2026Q1: 37,911 shares; 2026Q2: 35,313 shares 35,313 $7.64M 0.03% -2,598 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: 28,956 shares; 2024Q4: 28,545 shares; 2025Q1: 26,396 shares; 2025Q2: 26,881 shares; 2025Q3: 30,574 shares; 2025Q4: 34,874 shares; 2026Q1: 33,492 shares; 2026Q2: 34,442 shares 34,442 $7.59M 0.03% +950 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: 20,110 shares; 2024Q4: 21,644 shares; 2025Q1: 21,136 shares; 2025Q2: 22,849 shares; 2025Q3: 26,392 shares; 2025Q4: 33,143 shares; 2026Q1: 40,702 shares; 2026Q2: 49,706 shares 49,706 $7.53M 0.03% +9,004 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,387 shares; 2024Q4: 325,387 shares; 2025Q1: 314,786 shares; 2025Q2: 309,889 shares; 2025Q3: 310,719 shares; 2025Q4: 304,357 shares; 2026Q1: 288,449 shares; 2026Q2: 288,449 shares 288,449 $7.47M 0.03% 0 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: 42,703 shares; 2024Q4: 46,876 shares; 2025Q1: 33,385 shares; 2025Q2: 36,030 shares; 2025Q3: 43,671 shares; 2025Q4: 54,794 shares; 2026Q1: 56,339 shares; 2026Q2: 89,502 shares 89,502 $7.4M 0.03% +33,163 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,211 shares; 2024Q4: 9,898 shares; 2025Q1: 9,968 shares; 2025Q2: 12,873 shares; 2025Q3: 17,741 shares; 2025Q4: 21,447 shares; 2026Q1: 34,314 shares; 2026Q2: 52,837 shares 52,837 $7.4M 0.03% +18,523 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: 122,698 shares; 2024Q4: 88,692 shares; 2025Q1: 67,120 shares; 2025Q2: 52,236 shares; 2025Q3: 54,416 shares; 2025Q4: 55,818 shares; 2026Q1: 59,582 shares; 2026Q2: 68,242 shares 68,242 $7.34M 0.03% +8,660 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,848 shares; 2024Q4: 7,772 shares; 2025Q1: 7,543 shares; 2025Q2: 8,832 shares; 2025Q3: 9,225 shares; 2025Q4: 9,105 shares; 2026Q1: 13,305 shares; 2026Q2: 17,025 shares 17,025 $7.25M 0.03% +3,720 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: 35,032 shares; 2024Q4: 34,020 shares; 2025Q1: 33,462 shares; 2025Q2: 37,434 shares; 2025Q3: 38,018 shares; 2025Q4: 42,572 shares; 2026Q1: 45,400 shares; 2026Q2: 45,400 shares 45,400 $7.17M 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: 2,526 shares; 2025Q1: 3,203 shares; 2025Q2: 4,692 shares; 2025Q3: 4,577 shares; 2025Q4: 46,823 shares; 2026Q1: 89,138 shares; 2026Q2: 100,367 shares 100,367 $7.17M 0.03% +11,229 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,626 shares; 2024Q4: 94,441 shares; 2025Q1: 88,017 shares; 2025Q2: 89,985 shares; 2025Q3: 91,160 shares; 2025Q4: 91,584 shares; 2026Q1: 99,869 shares; 2026Q2: 92,184 shares 92,184 $7.15M 0.03% -7,685 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: 22,755 shares; 2024Q4: 24,925 shares; 2025Q1: 44,919 shares; 2025Q2: 44,020 shares; 2025Q3: 24,363 shares; 2025Q4: 15,349 shares; 2026Q1: 15,048 shares; 2026Q2: 57,160 shares 57,160 $7.1M 0.03% +42,112 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: 16,345 shares; 2024Q4: 16,233 shares; 2025Q1: 17,402 shares; 2025Q2: 18,043 shares; 2025Q3: 18,725 shares; 2025Q4: 19,607 shares; 2026Q1: 21,106 shares; 2026Q2: 22,568 shares 22,568 $7.07M 0.03% +1,462 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: 14,747 shares; 2024Q4: 15,025 shares; 2025Q1: 14,803 shares; 2025Q2: 14,743 shares; 2025Q3: 13,762 shares; 2025Q4: 13,784 shares; 2026Q1: 13,604 shares; 2026Q2: 81,624 shares 81,624 $7.03M 0.03% +68,020 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: 21,653 shares; 2024Q4: 21,633 shares; 2025Q1: 21,534 shares; 2025Q2: 21,628 shares; 2025Q3: 11,402 shares; 2025Q4: 12,269 shares; 2026Q1: 22,659 shares; 2026Q2: 27,248 shares 27,248 $6.71M 0.03% +4,589 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: 33,743 shares; 2024Q4: 38,169 shares; 2025Q1: 34,897 shares; 2025Q2: 40,620 shares; 2025Q3: 44,928 shares; 2025Q4: 51,893 shares; 2026Q1: 70,966 shares; 2026Q2: 73,955 shares 73,955 $6.49M 0.03% +2,989 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: 254 shares; 2024Q4: 763 shares; 2025Q1: 349 shares; 2025Q2: 1,105 shares; 2025Q3: 1,294 shares; 2025Q4: 1,965 shares; 2026Q1: 3,789 shares; 2026Q2: 8,326 shares 8,326 $6.35M 0.03% +4,537 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 5,154 shares; 2025Q1: 5,077 shares; 2025Q2: 5,044 shares; 2025Q3: 4,950 shares; 2025Q4: 14,790 shares; 2026Q1: 15,165 shares; 2026Q2: 14,511 shares 14,511 $6.35M 0.03% -654 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: 29,930 shares; 2024Q4: 32,296 shares; 2025Q1: 40,950 shares; 2025Q2: 40,887 shares; 2025Q3: 28,165 shares; 2025Q4: 28,953 shares; 2026Q1: 28,110 shares; 2026Q2: 26,116 shares 26,116 $6.33M 0.03% -1,994 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,962 shares; 2024Q4: 43,036 shares; 2025Q1: 42,835 shares; 2025Q2: 47,556 shares; 2025Q3: 47,796 shares; 2025Q4: 48,686 shares; 2026Q1: 54,964 shares; 2026Q2: 50,969 shares 50,969 $6.27M 0.03% -3,995 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,440 shares; 2024Q4: 51,440 shares; 2025Q1: 51,440 shares; 2025Q2: 51,440 shares; 2025Q3: 51,440 shares; 2025Q4: 64,859 shares; 2026Q1: 64,578 shares; 2026Q2: 64,578 shares 64,578 $6.22M 0.03% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 2,848 shares; 2025Q1: 2,651 shares; 2025Q2: 2,650 shares; 2025Q3: 3,622 shares; 2025Q4: 3,836 shares; 2026Q1: 3,991 shares; 2026Q2: 4,559 shares 4,559 $6.2M 0.03% +568 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: 26,250 shares 26,250 $6.08M 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,378 shares; 2024Q4: 11,291 shares; 2025Q1: 11,752 shares; 2025Q2: 15,443 shares; 2025Q3: 17,323 shares; 2025Q4: 19,450 shares; 2026Q1: 11,418 shares; 2026Q2: 11,799 shares 11,799 $6.01M 0.03% +381 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: 32,904 shares; 2024Q4: 32,919 shares; 2025Q1: 29,658 shares; 2025Q2: 30,705 shares; 2025Q3: 30,643 shares; 2025Q4: 37,863 shares; 2026Q1: 37,894 shares; 2026Q2: 37,854 shares 37,854 $6.01M 0.03% -40 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: 48,221 shares; 2024Q4: 44,275 shares; 2025Q1: 42,852 shares; 2025Q2: 40,472 shares; 2025Q3: 39,510 shares; 2025Q4: 45,208 shares; 2026Q1: 54,145 shares; 2026Q2: 64,928 shares 64,928 $5.95M 0.03% +10,783 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: 19 shares; 2024Q4: 57 shares; 2025Q1: 4,543 shares; 2025Q2: 5,585 shares; 2025Q3: 6,128 shares; 2025Q4: 6,268 shares; 2026Q1: 10,239 shares; 2026Q2: 13,689 shares 13,689 $5.91M 0.03% +3,450 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: 103 shares; 2024Q4: 306 shares; 2025Q1: 88 shares; 2025Q2: 837 shares; 2025Q3: 1,745 shares; 2025Q4: 2,977 shares; 2026Q1: 5,725 shares; 2026Q2: 9,230 shares 9,230 $5.9M 0.03% +3,505 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: 24,095 shares; 2024Q4: 24,158 shares; 2025Q1: 25,382 shares; 2025Q2: 26,949 shares; 2025Q3: 28,402 shares; 2025Q4: 38,282 shares; 2026Q1: 40,982 shares; 2026Q2: 50,062 shares 50,062 $5.89M 0.03% +9,080 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: 41,184 shares; 2024Q4: 41,386 shares; 2025Q1: 38,238 shares; 2025Q2: 39,067 shares; 2025Q3: 38,422 shares; 2025Q4: 45,484 shares; 2026Q1: 48,472 shares; 2026Q2: 61,136 shares 61,136 $5.88M 0.03% +12,664 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: 3,070 shares; 2024Q4: 926 shares; 2025Q1: 870 shares; 2025Q2: 822 shares; 2025Q3: 1,180 shares; 2025Q4: 1,868 shares; 2026Q1: 3,553 shares; 2026Q2: 6,055 shares 6,055 $5.84M 0.03% +2,502 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: 25,223 shares; 2024Q4: 17,168 shares; 2025Q1: 8,949 shares; 2025Q2: 11,357 shares; 2025Q3: 14,835 shares; 2025Q4: 20,754 shares; 2026Q1: 97,496 shares; 2026Q2: 122,035 shares 122,035 $5.8M 0.03% +24,539 Timeline IOO 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: 34,039 shares; 2025Q1: 45,245 shares; 2025Q2: 45,245 shares; 2025Q3: 43,980 shares; 2025Q4: 43,150 shares; 2026Q1: 42,371 shares; 2026Q2: 41,610 shares 41,610 $5.68M 0.02% -761 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: 37,683 shares; 2024Q4: 37,625 shares; 2025Q1: 37,625 shares; 2025Q2: 37,625 shares; 2025Q3: 37,364 shares; 2025Q4: 37,364 shares; 2026Q1: 39,809 shares; 2026Q2: 37,307 shares 37,307 $5.68M 0.02% -2,502 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 9,643 shares; 2025Q1: 14,278 shares; 2025Q2: 25,172 shares; 2025Q3: 28,702 shares; 2025Q4: 33,644 shares; 2026Q1: 11,841 shares; 2026Q2: 12,477 shares 12,477 $5.65M 0.02% +636 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: 86,429 shares; 2024Q4: 80,832 shares; 2025Q1: 72,806 shares; 2025Q2: 77,687 shares; 2025Q3: 77,279 shares; 2025Q4: 84,502 shares; 2026Q1: 98,428 shares; 2026Q2: 97,895 shares 97,895 $5.64M 0.02% -533 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,203 shares; 2024Q4: 17,203 shares; 2025Q1: 17,203 shares; 2025Q2: 17,203 shares; 2025Q3: 206,053 shares; 2025Q4: 226,684 shares; 2026Q1: 172,924 shares; 2026Q2: 184,501 shares 184,501 $5.57M 0.02% +11,577 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: 6,875 shares; 2024Q4: 8,181 shares; 2025Q1: 8,325 shares; 2025Q2: 10,886 shares; 2025Q3: 14,633 shares; 2025Q4: 21,799 shares; 2026Q1: 37,077 shares; 2026Q2: 47,537 shares 47,537 $5.55M 0.02% +10,460 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: 106,264 shares; 2024Q4: 104,097 shares; 2025Q1: 104,741 shares; 2025Q2: 107,272 shares; 2025Q3: 107,641 shares; 2025Q4: 107,531 shares; 2026Q1: 98,697 shares; 2026Q2: 91,267 shares 91,267 $5.45M 0.02% -7,430 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: 9,295 shares; 2024Q4: 9,495 shares; 2025Q1: 9,445 shares; 2025Q2: 11,605 shares; 2025Q3: 12,720 shares; 2025Q4: 15,601 shares; 2026Q1: 16,342 shares; 2026Q2: 27,116 shares 27,116 $5.44M 0.02% +10,774 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: 7,433 shares; 2024Q4: 7,812 shares; 2025Q1: 7,438 shares; 2025Q2: 8,635 shares; 2025Q3: 8,452 shares; 2025Q4: 10,065 shares; 2026Q1: 14,406 shares; 2026Q2: 17,207 shares 17,207 $5.42M 0.02% +2,801 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 7,253 shares; 2025Q1: 5,227 shares; 2025Q2: 5,858 shares; 2025Q3: 7,380 shares; 2025Q4: 12,795 shares; 2026Q1: 46,673 shares; 2026Q2: 52,071 shares 52,071 $5.41M 0.02% +5,398 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: 23,663 shares; 2024Q4: 24,567 shares; 2025Q1: 25,006 shares; 2025Q2: 25,802 shares; 2025Q3: 26,157 shares; 2025Q4: 26,553 shares; 2026Q1: 28,429 shares; 2026Q2: 32,913 shares 32,913 $5.33M 0.02% +4,484 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,992 shares; 2024Q4: 22,558 shares; 2025Q1: 21,726 shares; 2025Q2: 24,506 shares; 2025Q3: 25,211 shares; 2025Q4: 24,437 shares; 2026Q1: 32,884 shares; 2026Q2: 54,466 shares 54,466 $5.21M 0.02% +21,582 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: 3,539 shares; 2024Q4: 3,718 shares; 2025Q1: 3,683 shares; 2025Q2: 3,881 shares; 2025Q3: 4,379 shares; 2025Q4: 5,410 shares; 2026Q1: 6,092 shares; 2026Q2: 7,216 shares 7,216 $5.15M 0.02% +1,124 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: 67,200 shares; 2024Q4: 67,200 shares; 2025Q1: 67,200 shares; 2025Q2: 70,102 shares; 2025Q3: 70,102 shares; 2025Q4: 70,102 shares; 2026Q1: 56,841 shares; 2026Q2: 56,841 shares 56,841 $5.12M 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,126 shares; 2024Q4: 161,760 shares; 2025Q1: 145,144 shares; 2025Q2: 81,645 shares; 2025Q3: 51,880 shares; 2025Q4: 52,867 shares; 2026Q1: 48,836 shares; 2026Q2: 61,274 shares 61,274 $5.12M 0.02% +12,438 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: 15,222 shares; 2024Q4: 11,841 shares; 2025Q1: 7,860 shares; 2025Q2: 8,238 shares; 2025Q3: 7,969 shares; 2025Q4: 9,824 shares; 2026Q1: 13,831 shares; 2026Q2: 15,018 shares 15,018 $5.12M 0.02% +1,187 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,715 shares; 2024Q4: 56,715 shares; 2025Q1: 56,517 shares; 2025Q2: 56,561 shares; 2025Q3: 56,617 shares; 2025Q4: 56,175 shares; 2026Q1: 55,723 shares; 2026Q2: 55,393 shares 55,393 $5.03M 0.02% -330 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: 8,280 shares; 2024Q4: 8,421 shares; 2025Q1: 8,973 shares; 2025Q2: 13,378 shares; 2025Q3: 15,881 shares; 2025Q4: 20,883 shares; 2026Q1: 19,424 shares; 2026Q2: 60,705 shares 60,705 $4.89M 0.02% +41,281 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: 8,452 shares; 2024Q4: 8,522 shares; 2025Q1: 13,285 shares; 2025Q2: 11,093 shares; 2025Q3: 10,714 shares; 2025Q4: 10,374 shares; 2026Q1: 10,374 shares; 2026Q2: 11,868 shares 11,868 $4.86M 0.02% +1,494 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,050 shares; 2024Q4: 20,877 shares; 2025Q1: 19,981 shares; 2025Q2: 20,678 shares; 2025Q3: 23,214 shares; 2025Q4: 22,755 shares; 2026Q1: 29,656 shares; 2026Q2: 38,320 shares 38,320 $4.85M 0.02% +8,664 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: 28,872 shares; 2024Q4: 27,505 shares; 2025Q1: 27,226 shares; 2025Q2: 28,034 shares; 2025Q3: 27,359 shares; 2025Q4: 32,819 shares; 2026Q1: 40,571 shares; 2026Q2: 46,999 shares 46,999 $4.8M 0.02% +6,428 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: 1,891 shares; 2024Q4: 4,963 shares; 2025Q1: 4,983 shares; 2025Q2: 5,038 shares; 2025Q3: 5,020 shares; 2025Q4: 5,191 shares; 2026Q1: 2,592 shares; 2026Q2: 3,583 shares 3,583 $4.77M 0.02% +991 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: 35,032 shares; 2024Q4: 99,273 shares; 2025Q1: 99,273 shares; 2025Q2: 99,273 shares; 2025Q3: 95,070 shares; 2025Q4: 141,560 shares; 2026Q1: 148,013 shares; 2026Q2: 148,062 shares 148,062 $4.7M 0.02% +49 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: 34,009 shares; 2024Q4: 35,307 shares; 2025Q1: 35,967 shares; 2025Q2: 37,101 shares; 2025Q3: 37,382 shares; 2025Q4: 40,508 shares; 2026Q1: 46,155 shares; 2026Q2: 62,439 shares 62,439 $4.64M 0.02% +16,284 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: 44,701 shares; 2024Q4: 45,128 shares; 2025Q1: 43,360 shares; 2025Q2: 44,369 shares; 2025Q3: 44,790 shares; 2025Q4: 50,281 shares; 2026Q1: 54,113 shares; 2026Q2: 54,801 shares 54,801 $4.64M 0.02% +688 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: 1,437 shares; 2024Q4: 1,565 shares; 2025Q1: 1,559 shares; 2025Q2: 1,782 shares; 2025Q3: 1,728 shares; 2025Q4: 2,117 shares; 2026Q1: 2,158 shares; 2026Q2: 2,310 shares 2,310 $4.6M 0.02% +152 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: 15,000 shares; 2024Q4: 15,694 shares; 2025Q1: 15,229 shares; 2025Q2: 16,189 shares; 2025Q3: 15,646 shares; 2025Q4: 17,717 shares; 2026Q1: 17,656 shares; 2026Q2: 24,120 shares 24,120 $4.59M 0.02% +6,464 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,721 shares; 2024Q4: 10,852 shares; 2025Q1: 9,899 shares; 2025Q2: 10,064 shares; 2025Q3: 11,071 shares; 2025Q4: 10,050 shares; 2026Q1: 10,959 shares; 2026Q2: 13,266 shares 13,266 $4.57M 0.02% +2,307 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: 13,446 shares; 2024Q4: 13,607 shares; 2025Q1: 13,899 shares; 2025Q2: 11,335 shares; 2025Q3: 11,596 shares; 2025Q4: 12,375 shares; 2026Q1: 12,935 shares; 2026Q2: 16,401 shares 16,401 $4.52M 0.02% +3,466 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: 498 shares; 2024Q4: 1,154 shares; 2025Q1: 1,170 shares; 2025Q2: 3,556 shares; 2025Q3: 5,066 shares; 2025Q4: 8,529 shares; 2026Q1: 14,857 shares; 2026Q2: 25,264 shares 25,264 $4.45M 0.02% +10,407 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: 4,456 shares; 2024Q4: 4,763 shares; 2025Q1: 4,334 shares; 2025Q2: 4,872 shares; 2025Q3: 5,292 shares; 2025Q4: 6,971 shares; 2026Q1: 9,349 shares; 2026Q2: 11,956 shares 11,956 $4.43M 0.02% +2,607 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 74 shares; 2026Q1: 27,489 shares; 2026Q2: 27,489 shares 27,489 $4.42M 0.02% 0 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: 2,478 shares; 2024Q4: 2,842 shares; 2025Q1: 2,830 shares; 2025Q2: 2,922 shares; 2025Q3: 3,119 shares; 2025Q4: 4,518 shares; 2026Q1: 5,838 shares; 2026Q2: 8,785 shares 8,785 $4.36M 0.02% +2,947 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,690 shares; 2025Q2: 51,459 shares; 2025Q3: 50,347 shares; 2025Q4: 53,314 shares; 2026Q1: 53,314 shares; 2026Q2: 53,900 shares 53,900 $4.28M 0.02% +586 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: 19,902 shares; 2024Q4: 19,128 shares; 2025Q1: 20,131 shares; 2025Q2: 21,513 shares; 2025Q3: 23,790 shares; 2025Q4: 28,494 shares; 2026Q1: 33,995 shares; 2026Q2: 27,151 shares 27,151 $4.25M 0.02% -6,844 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: 7,454 shares; 2025Q1: 7,454 shares; 2025Q2: 29,406 shares; 2025Q3: 33,085 shares; 2025Q4: 34,384 shares; 2026Q1: 32,465 shares; 2026Q2: 32,465 shares 32,465 $4.15M 0.02% 0 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: 3,816 shares; 2024Q4: 4,428 shares; 2025Q1: 4,288 shares; 2025Q2: 4,973 shares; 2025Q3: 6,162 shares; 2025Q4: 8,709 shares; 2026Q1: 17,442 shares; 2026Q2: 26,915 shares 26,915 $4.13M 0.02% +9,473 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 351,158 shares; 2026Q2: 351,158 shares 351,158 $4.07M 0.02% 0 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: 33,514 shares; 2024Q4: 31,009 shares; 2025Q1: 27,769 shares; 2025Q2: 23,875 shares; 2025Q3: 21,485 shares; 2025Q4: 22,036 shares; 2026Q1: 25,718 shares; 2026Q2: 30,854 shares 30,854 $4.03M 0.02% +5,136 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,877 shares; 2025Q4: 65,877 shares; 2026Q1: 65,877 shares; 2026Q2: 65,877 shares 65,877 $4.03M 0.02% 0 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: 7,959 shares; 2024Q4: 9,246 shares; 2025Q1: 8,345 shares; 2025Q2: 13,682 shares; 2025Q3: 15,250 shares; 2025Q4: 22,866 shares; 2026Q1: 35,544 shares; 2026Q2: 43,530 shares 43,530 $4.02M 0.02% +7,986 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: 92,000 shares; 2024Q4: 72,000 shares; 2025Q1: 72,000 shares; 2025Q2: 72,000 shares; 2025Q3: 52,000 shares; 2025Q4: 47,000 shares; 2026Q1: 58,000 shares; 2026Q2: 48,000 shares 48,000 $3.95M 0.02% -10,000 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: 46,871 shares; 2024Q4: 40,015 shares; 2025Q1: 24,627 shares; 2025Q2: 27,754 shares; 2025Q3: 37,774 shares; 2025Q4: 47,300 shares; 2026Q1: 84,678 shares; 2026Q2: 92,600 shares 92,600 $3.92M 0.02% +7,922 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: 96,031 shares; 2024Q4: 100,437 shares; 2025Q1: 103,005 shares; 2025Q2: 114,623 shares; 2025Q3: 125,693 shares; 2025Q4: 124,947 shares; 2026Q1: 196,420 shares; 2026Q2: 186,031 shares 186,031 $3.85M 0.02% -10,389 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 3,098 shares; 2026Q1: 434,588 shares; 2026Q2: 433,098 shares 433,098 $3.79M 0.02% -1,490 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: 5,591 shares; 2024Q4: 2,503 shares; 2025Q1: 3,557 shares; 2025Q2: 7,244 shares; 2025Q3: 9,768 shares; 2025Q4: 13,192 shares; 2026Q1: 17,453 shares; 2026Q2: 36,029 shares 36,029 $3.73M 0.02% +18,576 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: 3,219 shares; 2024Q4: 3,340 shares; 2025Q1: 3,337 shares; 2025Q2: 4,105 shares; 2025Q3: 4,355 shares; 2025Q4: 4,173 shares; 2026Q1: 5,970 shares; 2026Q2: 7,498 shares 7,498 $3.68M 0.02% +1,528 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: 29,346 shares; 2024Q4: 54,390 shares; 2025Q1: 50,699 shares; 2025Q2: 49,514 shares; 2025Q3: 49,912 shares; 2025Q4: 51,377 shares; 2026Q1: 51,172 shares; 2026Q2: 51,172 shares 51,172 $3.65M 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,430 shares; 2024Q4: 17,132 shares; 2025Q1: 15,086 shares; 2025Q2: 15,404 shares; 2025Q3: 11,695 shares; 2025Q4: 11,617 shares; 2026Q1: 13,351 shares; 2026Q2: 12,428 shares 12,428 $3.64M 0.02% -923 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 15,460 shares; 2025Q1: 14,273 shares; 2025Q2: 14,569 shares; 2025Q3: 14,975 shares; 2025Q4: 17,493 shares; 2026Q1: 30,674 shares; 2026Q2: 32,060 shares 32,060 $3.63M 0.02% +1,386 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: 2,871 shares; 2024Q4: 3,252 shares; 2025Q1: 3,320 shares; 2025Q2: 3,935 shares; 2025Q3: 4,337 shares; 2025Q4: 5,782 shares; 2026Q1: 7,636 shares; 2026Q2: 10,227 shares 10,227 $3.62M 0.02% +2,591 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: 2,776 shares; 2024Q4: 3,282 shares; 2025Q1: 6,758 shares; 2025Q2: 8,181 shares; 2025Q3: 4,716 shares; 2025Q4: 5,521 shares; 2026Q1: 4,702 shares; 2026Q2: 11,902 shares 11,902 $3.61M 0.02% +7,200 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 432 shares; 2025Q4: 1,842 shares; 2026Q1: 3,922 shares; 2026Q2: 6,947 shares 6,947 $3.58M 0.02% +3,025 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: 14,390 shares; 2024Q4: 14,411 shares; 2025Q1: 14,599 shares; 2025Q2: 14,867 shares; 2025Q3: 15,253 shares; 2025Q4: 15,468 shares; 2026Q1: 18,153 shares; 2026Q2: 20,445 shares 20,445 $3.55M 0.02% +2,292 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: 300 shares; 2024Q4: 397 shares; 2025Q1: 746 shares; 2025Q2: 2,244 shares; 2025Q3: 3,332 shares; 2025Q4: 8,921 shares; 2026Q1: 15,883 shares; 2026Q2: 24,306 shares 24,306 $3.51M 0.02% +8,423 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 971 shares; 2025Q1: 853 shares; 2025Q2: 8,265 shares; 2025Q3: 8,910 shares; 2025Q4: 9,049 shares; 2026Q1: 9,524 shares; 2026Q2: 11,169 shares 11,169 $3.51M 0.02% +1,645 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,205 shares; 2024Q4: 124,632 shares; 2025Q1: 92,948 shares; 2025Q2: 66,014 shares; 2025Q3: 59,658 shares; 2025Q4: 59,698 shares; 2026Q1: 57,164 shares; 2026Q2: 56,007 shares 56,007 $3.51M 0.02% -1,157 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: 560,318 shares; 2024Q4: 541,310 shares; 2025Q1: 554,288 shares; 2025Q2: 551,782 shares; 2025Q3: 542,095 shares; 2025Q4: 337,326 shares; 2026Q1: 20,067 shares; 2026Q2: 16,997 shares 16,997 $3.48M 0.02% -3,070 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: 6,075 shares; 2024Q4: 5,859 shares; 2025Q1: 5,677 shares; 2025Q2: 9,889 shares; 2025Q3: 9,963 shares; 2025Q4: 9,963 shares; 2026Q1: 9,963 shares; 2026Q2: 9,963 shares 9,963 $3.43M 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,332 shares; 2024Q4: 5,332 shares; 2025Q1: 4,937 shares; 2025Q2: 5,140 shares; 2025Q3: 5,441 shares; 2025Q4: 6,032 shares; 2026Q1: 7,577 shares; 2026Q2: 12,558 shares 12,558 $3.37M 0.01% +4,981 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,321 shares; 2024Q4: 79,321 shares; 2025Q1: 79,321 shares; 2025Q2: 79,321 shares; 2025Q3: 79,321 shares; 2025Q4: 79,321 shares; 2026Q1: 79,321 shares; 2026Q2: 79,321 shares 79,321 $3.36M 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,521 shares; 2024Q4: 13,025 shares; 2025Q1: 12,405 shares; 2025Q2: 15,822 shares; 2025Q3: 16,979 shares; 2025Q4: 26,621 shares; 2026Q1: 27,020 shares; 2026Q2: 34,872 shares 34,872 $3.35M 0.01% +7,852 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: 653 shares; 2024Q4: 1,103 shares; 2025Q1: 283 shares; 2025Q2: 556 shares; 2025Q3: 1,321 shares; 2025Q4: 1,723 shares; 2026Q1: 1,668 shares; 2026Q2: 8,661 shares 8,661 $3.35M 0.01% +6,993 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: 20,834 shares; 2024Q4: 21,155 shares; 2025Q1: 33,569 shares; 2025Q2: 55,229 shares; 2025Q3: 55,900 shares; 2025Q4: 55,562 shares; 2026Q1: 65,134 shares; 2026Q2: 104,447 shares 104,447 $3.34M 0.01% +39,313 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,272 shares; 2024Q4: 25,272 shares; 2025Q1: 27,308 shares; 2025Q2: 27,201 shares; 2025Q3: 27,201 shares; 2025Q4: 27,240 shares; 2026Q1: 27,240 shares; 2026Q2: 27,240 shares 27,240 $3.31M 0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,603 shares; 2024Q4: 8,826 shares; 2025Q1: 8,830 shares; 2025Q2: 9,078 shares; 2025Q3: 9,128 shares; 2025Q4: 9,608 shares; 2026Q1: 9,626 shares; 2026Q2: 9,897 shares 9,897 $3.3M 0.01% +271 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: 44,700 shares; 2024Q4: 46,140 shares; 2025Q1: 45,969 shares; 2025Q2: 45,243 shares; 2025Q3: 45,871 shares; 2025Q4: 26,625 shares; 2026Q1: 23,913 shares; 2026Q2: 23,913 shares 23,913 $3.29M 0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,281 shares; 2024Q4: 86,462 shares; 2025Q1: 86,723 shares; 2025Q2: 87,678 shares; 2025Q3: 87,205 shares; 2025Q4: 88,637 shares; 2026Q1: 91,191 shares; 2026Q2: 105,116 shares 105,116 $3.18M 0.01% +13,925 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: 2,500 shares; 2024Q4: 2,507 shares; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 237 shares; 2025Q4: 208 shares; 2026Q1: 3,302 shares; 2026Q2: 9,426 shares 9,426 $3.16M 0.01% +6,124 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: 5,335 shares; 2024Q4: 4,393 shares; 2025Q1: 4,451 shares; 2025Q2: 4,597 shares; 2025Q3: 5,111 shares; 2025Q4: 5,232 shares; 2026Q1: 7,650 shares; 2026Q2: 12,317 shares 12,317 $3.15M 0.01% +4,667 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: 9,741 shares; 2024Q4: 9,741 shares; 2025Q1: 18,845 shares; 2025Q2: 18,921 shares; 2025Q3: 18,928 shares; 2025Q4: 19,137 shares; 2026Q1: 19,130 shares; 2026Q2: 19,130 shares 19,130 $3.15M 0.01% 0 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: 20,023 shares; 2024Q4: 19,613 shares; 2025Q1: 20,119 shares; 2025Q2: 24,689 shares; 2025Q3: 24,998 shares; 2025Q4: 30,751 shares; 2026Q1: 41,438 shares; 2026Q2: 62,765 shares 62,765 $3.13M 0.01% +21,327 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,703 shares; 2024Q4: 30,855 shares; 2025Q1: 30,955 shares; 2025Q2: 30,928 shares; 2025Q3: 30,926 shares; 2025Q4: 31,845 shares; 2026Q1: 32,496 shares; 2026Q2: 32,496 shares 32,496 $3.12M 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,107 shares; 2024Q4: 33,542 shares; 2025Q1: 33,977 shares; 2025Q2: 34,862 shares; 2025Q3: 35,827 shares; 2025Q4: 36,613 shares; 2026Q1: 44,207 shares; 2026Q2: 55,167 shares 55,167 $3.11M 0.01% +10,960 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: 14,045 shares 14,045 $3.11M 0.01% new Timeline OBT ORANGE CNTY BANCORP INC More: the full row for ORANGE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,374 shares; 2025Q3: 84,374 shares; 2025Q4: 84,374 shares; 2026Q1: 84,374 shares; 2026Q2: 84,374 shares 84,374 $3.1M 0.01% 0 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: 15,591 shares; 2024Q4: 21,314 shares; 2025Q1: 21,254 shares; 2025Q2: 37,671 shares; 2025Q3: 41,942 shares; 2025Q4: 41,942 shares; 2026Q1: 40,911 shares; 2026Q2: 40,911 shares 40,911 $3.1M 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,343 shares; 2024Q4: 16,343 shares; 2025Q1: 16,343 shares; 2025Q2: 16,343 shares; 2025Q3: 23,221 shares; 2025Q4: 27,997 shares; 2026Q1: 29,771 shares; 2026Q2: 29,771 shares 29,771 $3.06M 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,269 shares; 2024Q4: 26,815 shares; 2025Q1: 22,594 shares; 2025Q2: 22,443 shares; 2025Q3: 20,204 shares; 2025Q4: 14,893 shares; 2026Q1: 17,560 shares; 2026Q2: 18,702 shares 18,702 $3.06M 0.01% +1,142 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 10,953 shares; 2025Q2: 9,050 shares; 2025Q3: 9,122 shares; 2025Q4: 9,122 shares; 2026Q1: 34,650 shares; 2026Q2: 34,650 shares 34,650 $3.06M 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 1,927 shares; 2025Q1: 2,243 shares; 2025Q2: 2,442 shares; 2025Q3: 2,549 shares; 2025Q4: 4,069 shares; 2026Q1: 4,807 shares; 2026Q2: 6,740 shares 6,740 $3.01M 0.01% +1,933 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,132 shares; 2024Q4: 1,532 shares; 2025Q1: 1,037 shares; 2025Q2: 2,613 shares; 2025Q3: 4,878 shares; 2025Q4: 7,869 shares; 2026Q1: 14,604 shares; 2026Q2: 22,010 shares 22,010 $2.98M 0.01% +7,406 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: 9,180 shares; 2024Q4: 8,342 shares; 2025Q1: 8,594 shares; 2025Q2: 9,609 shares; 2025Q3: 11,235 shares; 2025Q4: 12,297 shares; 2026Q1: 16,097 shares; 2026Q2: 20,380 shares 20,380 $2.98M 0.01% +4,283 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: 4,526 shares; 2024Q4: 3,457 shares; 2025Q1: 14,100 shares; 2025Q2: 19,936 shares; 2025Q3: 22,747 shares; 2025Q4: 23,715 shares; 2026Q1: 30,267 shares; 2026Q2: 31,708 shares 31,708 $2.96M 0.01% +1,441 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 15,053 shares; 2026Q1: 7,553 shares; 2026Q2: 7,553 shares 7,553 $2.96M 0.01% 0 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: 51 shares; 2024Q4: 141 shares; 2025Q1: 136 shares; 2025Q2: 1,109 shares; 2025Q3: 2,508 shares; 2025Q4: 3,997 shares; 2026Q1: 9,236 shares; 2026Q2: 12,934 shares 12,934 $2.94M 0.01% +3,698 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: 6,294 shares; 2024Q4: 6,297 shares; 2025Q1: 6,255 shares; 2025Q2: 6,686 shares; 2025Q3: 7,130 shares; 2025Q4: 9,352 shares; 2026Q1: 10,324 shares; 2026Q2: 12,006 shares 12,006 $2.9M 0.01% +1,682 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: 11,233 shares; 2024Q4: 11,297 shares; 2025Q1: 11,444 shares; 2025Q2: 12,960 shares; 2025Q3: 13,235 shares; 2025Q4: 16,297 shares; 2026Q1: 18,077 shares; 2026Q2: 24,731 shares 24,731 $2.9M 0.01% +6,654 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: 93 shares; 2024Q4: 115 shares; 2025Q1: 105 shares; 2025Q2: 320 shares; 2025Q3: 1,234 shares; 2025Q4: 1,265 shares; 2026Q1: 6,498 shares; 2026Q2: 10,975 shares 10,975 $2.86M 0.01% +4,477 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 463 shares; 2025Q1: 282 shares; 2025Q2: 1,300 shares; 2025Q3: 1,777 shares; 2025Q4: 2,974 shares; 2026Q1: 5,587 shares; 2026Q2: 10,594 shares 10,594 $2.85M 0.01% +5,007 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: 6,114 shares; 2024Q4: 6,114 shares; 2025Q1: 6,105 shares; 2025Q2: 5,955 shares; 2025Q3: 5,955 shares; 2025Q4: 28,318 shares; 2026Q1: 30,920 shares; 2026Q2: 33,083 shares 33,083 $2.83M 0.01% +2,163 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 15,000 shares; 2026Q2: 15,000 shares 15,000 $2.81M 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 2,232 shares; 2025Q1: 2,264 shares; 2025Q2: 3,628 shares; 2025Q3: 4,436 shares; 2025Q4: 4,778 shares; 2026Q1: 7,230 shares; 2026Q2: 10,735 shares 10,735 $2.8M 0.01% +3,505 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: 12,041 shares; 2024Q4: 41,463 shares; 2025Q1: 37,635 shares; 2025Q2: 84,986 shares; 2025Q3: 84,935 shares; 2025Q4: 93,745 shares; 2026Q1: 94,520 shares; 2026Q2: 94,520 shares 94,520 $2.78M 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 69,105 shares; 2025Q3: 85,305 shares; 2025Q4: 89,026 shares; 2026Q1: 89,026 shares; 2026Q2: 89,094 shares 89,094 $2.77M 0.01% +68 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: 4,121 shares; 2024Q4: 5,349 shares; 2025Q1: 5,019 shares; 2025Q2: 5,189 shares; 2025Q3: 5,785 shares; 2025Q4: 6,220 shares; 2026Q1: 8,722 shares; 2026Q2: 11,533 shares 11,533 $2.74M 0.01% +2,811 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 692 shares; 2025Q1: 782 shares; 2025Q2: 34,065 shares; 2025Q3: 34,653 shares; 2025Q4: 35,045 shares; 2026Q1: 36,861 shares; 2026Q2: 40,410 shares 40,410 $2.68M 0.01% +3,549 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,141 shares; 2025Q4: 46,009 shares; 2026Q1: 54,611 shares; 2026Q2: 67,158 shares 67,158 $2.67M 0.01% +12,547 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: 21,976 shares; 2025Q3: 26,681 shares; 2025Q4: 42,681 shares; 2026Q1: 42,681 shares; 2026Q2: 42,681 shares 42,681 $2.65M 0.01% 0 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: 6,401 shares; 2024Q4: 7,134 shares; 2025Q1: 7,088 shares; 2025Q2: 8,685 shares; 2025Q3: 8,807 shares; 2025Q4: 10,816 shares; 2026Q1: 14,582 shares; 2026Q2: 30,500 shares 30,500 $2.65M 0.01% +15,918 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: 12,603 shares; 2024Q4: 12,800 shares; 2025Q1: 12,696 shares; 2025Q2: 14,302 shares; 2025Q3: 14,124 shares; 2025Q4: 13,971 shares; 2026Q1: 17,009 shares; 2026Q2: 19,288 shares 19,288 $2.64M 0.01% +2,279 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: 6,340 shares; 2024Q4: 5,765 shares; 2025Q1: 4,971 shares; 2025Q2: 4,790 shares; 2025Q3: 8,184 shares; 2025Q4: 12,657 shares; 2026Q1: 26,441 shares; 2026Q2: 41,941 shares 41,941 $2.64M 0.01% +15,500 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: 24,666 shares; 2024Q4: 24,666 shares; 2025Q1: 24,666 shares; 2025Q2: 24,666 shares; 2025Q3: 26,765 shares; 2025Q4: 35,472 shares; 2026Q1: 31,065 shares; 2026Q2: 34,445 shares 34,445 $2.6M 0.01% +3,380 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,300 shares; 2026Q2: 49,581 shares 49,581 $2.6M 0.01% -7,719 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,428 shares; 2025Q3: 48,372 shares; 2025Q4: 49,049 shares; 2026Q1: 49,049 shares; 2026Q2: 49,066 shares 49,066 $2.59M 0.01% +17 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: 3,613 shares; 2024Q4: 4,369 shares; 2025Q1: 2,534 shares; 2025Q2: 5,021 shares; 2025Q3: 13,073 shares; 2025Q4: 11,950 shares; 2026Q1: 28,664 shares; 2026Q2: 35,646 shares 35,646 $2.57M 0.01% +6,982 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: 151 shares; 2024Q4: 240 shares; 2025Q1: 336 shares; 2025Q2: 384 shares; 2025Q3: 456 shares; 2025Q4: 476 shares; 2026Q1: 1,669 shares; 2026Q2: 2,441 shares 2,441 $2.54M 0.01% +772 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,649 shares; 2026Q1: 12,880 shares; 2026Q2: 15,447 shares 15,447 $2.52M 0.01% +2,567 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,638 shares; 2024Q4: 7,709 shares; 2025Q1: 7,709 shares; 2025Q2: 7,714 shares; 2025Q3: 8,300 shares; 2025Q4: 6,638 shares; 2026Q1: 6,634 shares; 2026Q2: 6,736 shares 6,736 $2.51M 0.01% +102 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: 14,460 shares; 2024Q4: 14,460 shares; 2025Q1: 19,500 shares; 2025Q2: 16,700 shares; 2025Q3: 16,710 shares; 2025Q4: 17,014 shares; 2026Q1: 17,004 shares; 2026Q2: 17,004 shares 17,004 $2.49M 0.01% 0 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: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 1,265 shares; 2025Q4: 1,959 shares; 2026Q1: 3,991 shares; 2026Q2: 13,402 shares 13,402 $2.47M 0.01% +9,411 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 4,013 shares; 2025Q1: 1,102 shares; 2025Q2: 4,281 shares; 2025Q3: 5,288 shares; 2025Q4: 6,187 shares; 2026Q1: 8,455 shares; 2026Q2: 15,177 shares 15,177 $2.47M 0.01% +6,722 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,761 shares; 2024Q4: 7,973 shares; 2025Q1: 8,111 shares; 2025Q2: 8,789 shares; 2025Q3: 9,158 shares; 2025Q4: 10,127 shares; 2026Q1: 13,020 shares; 2026Q2: 11,152 shares 11,152 $2.46M 0.01% -1,868 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: 290 shares; 2024Q4: 4,957 shares; 2025Q1: 6,306 shares; 2025Q2: 6,290 shares; 2025Q3: 6,282 shares; 2025Q4: 6,282 shares; 2026Q1: 5,667 shares; 2026Q2: 5,772 shares 5,772 $2.46M 0.01% +105 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,864 shares; 2025Q2: 29,864 shares; 2025Q3: 29,864 shares; 2025Q4: 29,864 shares; 2026Q1: 29,864 shares; 2026Q2: 29,864 shares 29,864 $2.45M 0.01% 0 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: 15,151 shares; 2024Q4: 4,016 shares; 2025Q1: 3,967 shares; 2025Q2: 4,133 shares; 2025Q3: 4,617 shares; 2025Q4: 5,630 shares; 2026Q1: 6,577 shares; 2026Q2: 7,373 shares 7,373 $2.45M 0.01% +796 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: 9,881 shares; 2024Q4: 9,840 shares; 2025Q1: 9,838 shares; 2025Q2: 11,617 shares; 2025Q3: 3,153 shares; 2025Q4: 4,590 shares; 2026Q1: 9,396 shares; 2026Q2: 24,766 shares 24,766 $2.44M 0.01% +15,370 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 4,187 shares; 2025Q1: 3,846 shares; 2025Q2: 4,934 shares; 2025Q3: 4,941 shares; 2025Q4: 6,315 shares; 2026Q1: 6,186 shares; 2026Q2: 8,651 shares 8,651 $2.43M 0.01% +2,465 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,387 shares; 2025Q1: 1,413 shares; 2025Q2: 2,421 shares; 2025Q3: 2,653 shares; 2025Q4: 5,038 shares; 2026Q1: 7,058 shares; 2026Q2: 8,985 shares 8,985 $2.42M 0.01% +1,927 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,798 shares; 2024Q4: 9,798 shares; 2025Q1: 9,798 shares; 2025Q2: 9,798 shares; 2025Q3: 9,777 shares; 2025Q4: 9,777 shares; 2026Q1: 9,764 shares; 2026Q2: 9,755 shares 9,755 $2.4M 0.01% -9 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: 21,907 shares; 2024Q4: 15,976 shares; 2025Q1: 14,979 shares; 2025Q2: 17,903 shares; 2025Q3: 18,674 shares; 2025Q4: 16,344 shares; 2026Q1: 26,173 shares; 2026Q2: 41,465 shares 41,465 $2.4M 0.01% +15,292 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: 840 shares; 2024Q4: 730 shares; 2025Q1: 896 shares; 2025Q2: 2,714 shares; 2025Q3: 4,792 shares; 2025Q4: 9,954 shares; 2026Q1: 19,494 shares; 2026Q2: 18,962 shares 18,962 $2.4M 0.01% -532 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: 11,141 shares; 2024Q4: 11,295 shares; 2025Q1: 11,283 shares; 2025Q2: 12,635 shares; 2025Q3: 14,504 shares; 2025Q4: 17,583 shares; 2026Q1: 19,947 shares; 2026Q2: 28,262 shares 28,262 $2.39M 0.01% +8,315 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,310 shares; 2024Q4: 9,901 shares; 2025Q1: 10,035 shares; 2025Q2: 10,851 shares; 2025Q3: 11,379 shares; 2025Q4: 10,793 shares; 2026Q1: 11,301 shares; 2026Q2: 14,051 shares 14,051 $2.39M 0.01% +2,750 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: 58,510 shares; 2024Q4: 63,843 shares; 2025Q1: 67,256 shares; 2025Q2: 63,012 shares; 2025Q3: 55,465 shares; 2025Q4: 52,198 shares; 2026Q1: 57,398 shares; 2026Q2: 64,737 shares 64,737 $2.38M 0.01% +7,339 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,499 shares; 2024Q4: 36,899 shares; 2025Q1: 36,499 shares; 2025Q2: 37,649 shares; 2025Q3: 45,849 shares; 2025Q4: 55,927 shares; 2026Q1: 55,771 shares; 2026Q2: 55,771 shares 55,771 $2.38M 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,139 shares; 2024Q4: 13,429 shares; 2025Q1: 13,479 shares; 2025Q2: 12,197 shares; 2025Q3: 14,435 shares; 2025Q4: 13,638 shares; 2026Q1: 18,738 shares; 2026Q2: 34,522 shares 34,522 $2.36M 0.01% +15,784 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: 222 shares; 2024Q4: 626 shares; 2025Q1: 98 shares; 2025Q2: 490 shares; 2025Q3: 540 shares; 2025Q4: 371 shares; 2026Q1: 433 shares; 2026Q2: 7,821 shares 7,821 $2.33M 0.01% +7,388 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,658 shares; 2024Q4: 17,689 shares; 2025Q1: 16,473 shares; 2025Q2: 34,820 shares; 2025Q3: 36,830 shares; 2025Q4: 37,899 shares; 2026Q1: 44,296 shares; 2026Q2: 48,286 shares 48,286 $2.32M 0.01% +3,990 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 165 shares; 2025Q1: 161 shares; 2025Q2: 934 shares; 2025Q3: 1,753 shares; 2025Q4: 3,530 shares; 2026Q1: 6,271 shares; 2026Q2: 10,346 shares 10,346 $2.31M 0.01% +4,075 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: 6,219 shares; 2024Q4: 6,183 shares; 2025Q1: 6,151 shares; 2025Q2: 7,206 shares; 2025Q3: 8,355 shares; 2025Q4: 10,624 shares; 2026Q1: 9,894 shares; 2026Q2: 11,288 shares 11,288 $2.28M 0.01% +1,394 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: 725 shares; 2024Q4: 816 shares; 2025Q1: 838 shares; 2025Q2: 2,170 shares; 2025Q3: 2,339 shares; 2025Q4: 2,378 shares; 2026Q1: 2,378 shares; 2026Q2: 19,024 shares 19,024 $2.27M 0.01% +16,646 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: 7,233 shares; 2024Q4: 14,452 shares; 2025Q1: 14,326 shares; 2025Q2: 14,432 shares; 2025Q3: 15,002 shares; 2025Q4: 15,261 shares; 2026Q1: 17,136 shares; 2026Q2: 19,713 shares 19,713 $2.26M 0.01% +2,577 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: 6,315 shares; 2024Q4: 7,733 shares; 2025Q1: 6,950 shares; 2025Q2: 7,189 shares; 2025Q3: 8,078 shares; 2025Q4: 8,756 shares; 2026Q1: 13,634 shares; 2026Q2: 13,327 shares 13,327 $2.24M 0.01% -307 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: 3,807 shares; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: 3,719 shares; 2025Q3: 3,851 shares; 2025Q4: 10,257 shares; 2026Q1: 10,240 shares; 2026Q2: 10,242 shares 10,242 $2.23M 0.01% +2 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,033 shares; 2024Q4: 38,033 shares; 2025Q1: 38,033 shares; 2025Q2: 38,033 shares; 2025Q3: 38,033 shares; 2025Q4: 38,033 shares; 2026Q1: 38,033 shares; 2026Q2: 38,033 shares 38,033 $2.21M 0.01% 0 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: 3,076 shares; 2024Q4: 3,978 shares; 2025Q1: 3,478 shares; 2025Q2: 3,536 shares; 2025Q3: 5,806 shares; 2025Q4: 11,171 shares; 2026Q1: 16,565 shares; 2026Q2: 27,925 shares 27,925 $2.15M 0.01% +11,360 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: 49,622 shares; 2024Q4: 44,282 shares; 2025Q1: 44,365 shares; 2025Q2: 43,069 shares; 2025Q3: 41,264 shares; 2025Q4: 40,818 shares; 2026Q1: 40,375 shares; 2026Q2: 61,844 shares 61,844 $2.15M 0.01% +21,469 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP 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: 165 shares; 2026Q1: 80,665 shares; 2026Q2: 80,665 shares 80,665 $2.14M 0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 883 shares; 2025Q2: 21,359 shares; 2025Q3: 65,319 shares; 2025Q4: 67,710 shares; 2026Q1: 78,775 shares; 2026Q2: 80,726 shares 80,726 $2.14M 0.01% +1,951 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: 5,233 shares; 2024Q4: 5,719 shares; 2025Q1: 6,121 shares; 2025Q2: 5,891 shares; 2025Q3: 6,237 shares; 2025Q4: 6,060 shares; 2026Q1: 7,647 shares; 2026Q2: 10,041 shares 10,041 $2.14M 0.01% +2,394 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: 1,805 shares; 2024Q4: 833 shares; 2025Q1: 835 shares; 2025Q2: 1,265 shares; 2025Q3: 1,308 shares; 2025Q4: 1,709 shares; 2026Q1: 2,610 shares; 2026Q2: 2,830 shares 2,830 $2.14M 0.01% +220 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,864 shares; 2025Q1: 2,354 shares; 2025Q2: 2,726 shares; 2025Q3: 3,301 shares; 2025Q4: 3,572 shares; 2026Q1: 3,703 shares; 2026Q2: 3,697 shares 3,697 $2.13M 0.01% -6 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: 5,992 shares; 2024Q4: 6,330 shares; 2025Q1: 3,485 shares; 2025Q2: 5,416 shares; 2025Q3: 7,322 shares; 2025Q4: 9,414 shares; 2026Q1: 29,660 shares; 2026Q2: 47,247 shares 47,247 $2.13M 0.01% +17,587 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 77 shares; 2025Q3: 1,718 shares; 2025Q4: 2,145 shares; 2026Q1: 2,813 shares; 2026Q2: 5,302 shares 5,302 $2.11M 0.01% +2,489 Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,118 shares; 2026Q1: 46,118 shares; 2026Q2: 46,118 shares 46,118 $2.08M 0.01% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,084 shares; 2026Q2: 18,084 shares 18,084 $2.07M 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 115 shares; 2025Q1: 173 shares; 2025Q2: 520 shares; 2025Q3: 1,031 shares; 2025Q4: 2,049 shares; 2026Q1: 3,506 shares; 2026Q2: 6,462 shares 6,462 $2.05M 0.01% +2,956 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: 3,682 shares; 2024Q4: 3,851 shares; 2025Q1: 3,499 shares; 2025Q2: 1,629 shares; 2025Q3: 3,317 shares; 2025Q4: 8,623 shares; 2026Q1: 10,749 shares; 2026Q2: 49,469 shares 49,469 $2.04M 0.01% +38,720 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: 561 shares; 2024Q4: 744 shares; 2025Q1: 761 shares; 2025Q2: 1,323 shares; 2025Q3: 1,917 shares; 2025Q4: 2,263 shares; 2026Q1: 4,222 shares; 2026Q2: 6,176 shares 6,176 $2.04M 0.01% +1,954 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: 12,609 shares; 2024Q4: 12,979 shares; 2025Q1: 12,139 shares; 2025Q2: 10,974 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares; 2026Q1: 8,939 shares; 2026Q2: 8,939 shares 8,939 $2.03M 0.01% 0 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: 4,971 shares; 2024Q4: 4,613 shares; 2025Q1: 4,464 shares; 2025Q2: 5,123 shares; 2025Q3: 4,696 shares; 2025Q4: 4,984 shares; 2026Q1: 6,293 shares; 2026Q2: 9,312 shares 9,312 $2.01M 0.01% +3,019 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,752 shares; 2025Q2: 2,846 shares; 2025Q3: 2,900 shares; 2025Q4: 3,049 shares; 2026Q1: 4,095 shares; 2026Q2: 5,163 shares 5,163 $1.99M 0.01% +1,068 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 546 shares; 2025Q1: 483 shares; 2025Q2: 533 shares; 2025Q3: 769 shares; 2025Q4: 864 shares; 2026Q1: 3,045 shares; 2026Q2: 5,306 shares 5,306 $1.99M 0.01% +2,261 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: 4,439 shares; 2024Q4: 4,474 shares; 2025Q1: 3,887 shares; 2025Q2: 4,322 shares; 2025Q3: 5,960 shares; 2025Q4: 8,546 shares; 2026Q1: 14,002 shares; 2026Q2: 21,133 shares 21,133 $1.98M 0.01% +7,131 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,896 shares; 2024Q4: 113,896 shares; 2025Q1: 113,896 shares; 2025Q2: 113,896 shares; 2025Q3: 113,896 shares; 2025Q4: 114,050 shares; 2026Q1: 114,050 shares; 2026Q2: 116,729 shares 116,729 $1.98M 0.01% +2,679 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: 1,640 shares; 2024Q4: 1,660 shares; 2025Q1: 1,683 shares; 2025Q2: 1,962 shares; 2025Q3: 2,443 shares; 2025Q4: 3,262 shares; 2026Q1: 5,291 shares; 2026Q2: 8,841 shares 8,841 $1.97M 0.01% +3,550 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: 6,329 shares; 2025Q1: 6,003 shares; 2025Q2: 6,352 shares; 2025Q3: 6,783 shares; 2025Q4: 8,523 shares; 2026Q1: 11,981 shares; 2026Q2: 17,578 shares 17,578 $1.96M 0.01% +5,597 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: 3,572 shares; 2025Q1: 3,659 shares; 2025Q2: 3,685 shares; 2025Q3: 3,956 shares; 2025Q4: 4,169 shares; 2026Q1: 5,490 shares; 2026Q2: 8,227 shares 8,227 $1.96M 0.01% +2,737 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 212 shares; 2025Q1: 116 shares; 2025Q2: 203 shares; 2025Q3: 1,118 shares; 2025Q4: 3,570 shares; 2026Q1: 10,670 shares; 2026Q2: 19,441 shares 19,441 $1.95M 0.01% +8,771 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,887 shares; 2024Q4: 9,887 shares; 2025Q1: 9,887 shares; 2025Q2: 9,887 shares; 2025Q3: 9,950 shares; 2025Q4: 28,245 shares; 2026Q1: 28,246 shares; 2026Q2: 28,245 shares 28,245 $1.94M 0.01% -1 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 82 shares; 2026Q1: 1,724 shares; 2026Q2: 4,917 shares 4,917 $1.94M 0.01% +3,193 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: 473 shares; 2024Q4: 774 shares; 2025Q1: 705 shares; 2025Q2: 1,531 shares; 2025Q3: 2,474 shares; 2025Q4: 6,974 shares; 2026Q1: 6,829 shares; 2026Q2: 9,104 shares 9,104 $1.94M 0.01% +2,275 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: 11,538 shares; 2024Q4: 11,844 shares; 2025Q1: 11,578 shares; 2025Q2: 11,450 shares; 2025Q3: 12,296 shares; 2025Q4: 15,029 shares; 2026Q1: 14,937 shares; 2026Q2: 15,496 shares 15,496 $1.93M 0.01% +559 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: 10,033 shares; 2024Q4: 10,333 shares; 2025Q1: 10,033 shares; 2025Q2: 10,088 shares; 2025Q3: 10,088 shares; 2025Q4: 27,611 shares; 2026Q1: 22,976 shares; 2026Q2: 22,976 shares 22,976 $1.92M 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,420 shares; 2024Q4: 24,511 shares; 2025Q1: 20,345 shares; 2025Q2: 23,011 shares; 2025Q3: 24,823 shares; 2025Q4: 25,176 shares; 2026Q1: 31,761 shares; 2026Q2: 30,870 shares 30,870 $1.91M 0.01% -891 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: 2,702 shares; 2024Q4: 2,697 shares; 2025Q1: 1,532 shares; 2025Q2: 2,662 shares; 2025Q3: 2,332 shares; 2025Q4: 3,681 shares; 2026Q1: 6,799 shares; 2026Q2: 11,290 shares 11,290 $1.91M 0.01% +4,491 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902 shares; 2024Q4: 1,988 shares; 2025Q1: 609 shares; 2025Q2: 631 shares; 2025Q3: 1,278 shares; 2025Q4: 2,309 shares; 2026Q1: 13,166 shares; 2026Q2: 13,521 shares 13,521 $1.88M 0.01% +355 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,599 shares; 2024Q4: 215,381 shares; 2025Q1: 265,151 shares; 2025Q2: 364,821 shares; 2025Q3: 368,643 shares; 2025Q4: 289,433 shares; 2026Q1: 1,303 shares; 2026Q2: 10,806 shares 10,806 $1.88M 0.01% +9,503 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: 19,654 shares; 2024Q4: 18,100 shares; 2025Q1: 17,119 shares; 2025Q2: 13,102 shares; 2025Q3: 10,533 shares; 2025Q4: 18,834 shares; 2026Q1: 16,673 shares; 2026Q2: 20,438 shares 20,438 $1.86M 0.01% +3,765 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103 shares; 2024Q4: 1,354 shares; 2025Q1: 1,142 shares; 2025Q2: 1,650 shares; 2025Q3: 3,985 shares; 2025Q4: 3,475 shares; 2026Q1: 6,129 shares; 2026Q2: 10,166 shares 10,166 $1.86M 0.01% +4,037 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,387 shares; 2024Q4: 19,388 shares; 2025Q1: 19,525 shares; 2025Q2: 19,425 shares; 2025Q3: 19,388 shares; 2025Q4: 19,529 shares; 2026Q1: 19,528 shares; 2026Q2: 19,528 shares 19,528 $1.85M 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,260 shares; 2024Q4: 20,120 shares; 2025Q1: 22,762 shares; 2025Q2: 19,586 shares; 2025Q3: 17,260 shares; 2025Q4: 17,260 shares; 2026Q1: 17,260 shares; 2026Q2: 32,692 shares 32,692 $1.84M 0.01% +15,432 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,183 shares; 2025Q1: 681 shares; 2025Q2: 1,566 shares; 2025Q3: 1,893 shares; 2025Q4: 4,892 shares; 2026Q1: 11,098 shares; 2026Q2: 20,292 shares 20,292 $1.84M 0.01% +9,194 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: 4,102 shares; 2024Q4: 4,102 shares; 2025Q1: 3,848 shares; 2025Q2: 5,084 shares; 2025Q3: 5,088 shares; 2025Q4: 9,596 shares; 2026Q1: 9,767 shares; 2026Q2: 9,632 shares 9,632 $1.84M 0.01% -135 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: 2,622 shares; 2024Q4: 2,678 shares; 2025Q1: 2,768 shares; 2025Q2: 3,272 shares; 2025Q3: 3,623 shares; 2025Q4: 5,458 shares; 2026Q1: 7,830 shares; 2026Q2: 11,362 shares 11,362 $1.82M 0.01% +3,532 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 8,614 shares; 2025Q3: 10,100 shares; 2025Q4: 10,155 shares; 2026Q1: 10,155 shares; 2026Q2: 10,155 shares 10,155 $1.79M 0.01% 0 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: 325 shares; 2024Q4: 557 shares; 2025Q1: 178 shares; 2025Q2: 310 shares; 2025Q3: 568 shares; 2025Q4: 1,850 shares; 2026Q1: 2,791 shares; 2026Q2: 3,686 shares 3,686 $1.78M 0.01% +895 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,003 shares; 2024Q4: 2,050 shares; 2025Q1: 1,935 shares; 2025Q2: 2,213 shares; 2025Q3: 2,236 shares; 2025Q4: 2,672 shares; 2026Q1: 4,715 shares; 2026Q2: 5,235 shares 5,235 $1.77M 0.01% +520 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: 1,114 shares; 2025Q1: 1,109 shares; 2025Q2: 1,268 shares; 2025Q3: 2,121 shares; 2025Q4: 3,431 shares; 2026Q1: 6,159 shares; 2026Q2: 19,473 shares 19,473 $1.76M 0.01% +13,314 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,299 shares; 2024Q4: 26,299 shares; 2025Q1: 26,299 shares; 2025Q2: 26,404 shares; 2025Q3: 26,554 shares; 2025Q4: 26,666 shares; 2026Q1: 26,427 shares; 2026Q2: 34,221 shares 34,221 $1.75M 0.01% +7,794 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,031 shares; 2024Q4: 10,031 shares; 2025Q1: 10,031 shares; 2025Q2: 10,031 shares; 2025Q3: 10,231 shares; 2025Q4: 10,271 shares; 2026Q1: 10,934 shares; 2026Q2: 21,274 shares 21,274 $1.75M 0.01% +10,340 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: 11,384 shares 11,384 $1.72M 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,005 shares; 2025Q1: 3,463 shares; 2025Q2: 3,827 shares; 2025Q3: 4,264 shares; 2025Q4: 4,320 shares; 2026Q1: 7,700 shares; 2026Q2: 11,106 shares 11,106 $1.72M 0.01% +3,406 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,269 shares; 2026Q2: 8,968 shares 8,968 $1.7M 0.01% +699 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 242 shares; 2025Q1: 173 shares; 2025Q2: 275 shares; 2025Q3: 1,567 shares; 2025Q4: 1,640 shares; 2026Q1: 5,821 shares; 2026Q2: 7,821 shares 7,821 $1.69M 0.01% +2,000 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,994 shares; 2025Q1: 788 shares; 2025Q2: 43,332 shares; 2025Q3: 43,301 shares; 2025Q4: 44,168 shares; 2026Q1: 44,168 shares; 2026Q2: 42,339 shares 42,339 $1.68M 0.01% -1,829 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 756 shares; 2025Q1: 789 shares; 2025Q2: 1,209 shares; 2025Q3: 1,786 shares; 2025Q4: 2,840 shares; 2026Q1: 4,330 shares; 2026Q2: 8,159 shares 8,159 $1.67M 0.01% +3,829 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,375 shares; 2025Q1: 4,377 shares; 2025Q2: 4,388 shares; 2025Q3: 5,229 shares; 2025Q4: 6,103 shares; 2026Q1: 8,734 shares; 2026Q2: 12,120 shares 12,120 $1.66M 0.01% +3,386 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,458 shares; 2024Q4: 20,797 shares; 2025Q1: 20,827 shares; 2025Q2: 20,511 shares; 2025Q3: 20,700 shares; 2025Q4: 21,705 shares; 2026Q1: 17,594 shares; 2026Q2: 12,162 shares 12,162 $1.64M 0.01% -5,432 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 425 shares; 2025Q1: 440 shares; 2025Q2: 7,825 shares; 2025Q3: 11,547 shares; 2025Q4: 10,977 shares; 2026Q1: 14,150 shares; 2026Q2: 17,779 shares 17,779 $1.64M 0.01% +3,629 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 81 shares; 2025Q1: 86 shares; 2025Q2: 136 shares; 2025Q3: 314 shares; 2025Q4: 329 shares; 2026Q1: 739 shares; 2026Q2: 1,438 shares 1,438 $1.63M 0.01% +699 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,652 shares; 2025Q1: 10,645 shares; 2025Q2: 10,645 shares; 2025Q3: 10,897 shares; 2025Q4: 10,897 shares; 2026Q1: 9,757 shares; 2026Q2: 9,757 shares 9,757 $1.62M 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,336 shares; 2024Q4: 41,605 shares; 2025Q1: 40,532 shares; 2025Q2: 38,820 shares; 2025Q3: 37,860 shares; 2025Q4: 36,105 shares; 2026Q1: 41,127 shares; 2026Q2: 37,247 shares 37,247 $1.61M 0.01% -3,880 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,928 shares; 2024Q4: 9,263 shares; 2025Q1: 9,293 shares; 2025Q2: 15,591 shares; 2025Q3: 27,782 shares; 2025Q4: 39,931 shares; 2026Q1: 54,492 shares; 2026Q2: 115,568 shares 115,568 $1.61M 0.01% +61,076 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 1,914 shares; 2025Q1: 1,747 shares; 2025Q2: 2,582 shares; 2025Q3: 2,762 shares; 2025Q4: 4,497 shares; 2026Q1: 4,188 shares; 2026Q2: 5,635 shares 5,635 $1.59M 0.01% +1,447 Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,370 shares; 2025Q3: 33,370 shares; 2025Q4: 33,370 shares; 2026Q1: 33,370 shares; 2026Q2: 33,370 shares 33,370 $1.59M 0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,958 shares; 2024Q4: 12,230 shares; 2025Q1: 12,230 shares; 2025Q2: 12,230 shares; 2025Q3: 13,039 shares; 2025Q4: 14,044 shares; 2026Q1: 14,044 shares; 2026Q2: 14,044 shares 14,044 $1.59M 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,999 shares; 2024Q4: 5,119 shares; 2025Q1: 4,614 shares; 2025Q2: 5,355 shares; 2025Q3: 4,105 shares; 2025Q4: 5,661 shares; 2026Q1: 7,177 shares; 2026Q2: 6,066 shares 6,066 $1.58M 0.01% -1,111 Timeline FNDB 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: 17,057 shares; 2024Q4: 51,171 shares; 2025Q1: 51,171 shares; 2025Q2: 51,171 shares; 2025Q3: 51,171 shares; 2025Q4: 51,171 shares; 2026Q1: 51,171 shares; 2026Q2: 51,171 shares 51,171 $1.56M 0.01% 0 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: 46,747 shares; 2025Q3: 46,747 shares; 2025Q4: 45,787 shares; 2026Q1: 45,787 shares; 2026Q2: 45,787 shares 45,787 $1.56M 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,370 shares; 2026Q1: 16,056 shares; 2026Q2: 16,286 shares 16,286 $1.55M 0.01% +230 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,493 shares; 2024Q4: 2,826 shares; 2025Q1: 2,797 shares; 2025Q2: 3,462 shares; 2025Q3: 3,795 shares; 2025Q4: 6,397 shares; 2026Q1: 8,272 shares; 2026Q2: 13,047 shares 13,047 $1.54M 0.01% +4,775 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,869 shares; 2024Q4: 16,869 shares; 2025Q1: 16,869 shares; 2025Q2: 16,869 shares; 2025Q3: 16,869 shares; 2025Q4: 16,869 shares; 2026Q1: 16,868 shares; 2026Q2: 16,868 shares 16,868 $1.53M 0.01% 0 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: 7,423 shares; 2024Q4: 7,454 shares; 2025Q1: 7,345 shares; 2025Q2: 8,578 shares; 2025Q3: 8,609 shares; 2025Q4: 9,704 shares; 2026Q1: 12,091 shares; 2026Q2: 18,811 shares 18,811 $1.53M 0.01% +6,720 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: 10,949 shares; 2024Q4: 10,837 shares; 2025Q1: 10,837 shares; 2025Q2: 11,192 shares; 2025Q3: 11,192 shares; 2025Q4: 11,192 shares; 2026Q1: 11,228 shares; 2026Q2: 13,759 shares 13,759 $1.52M 0.01% +2,531 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: 1,427 shares; 2024Q4: 1,554 shares; 2025Q1: 1,595 shares; 2025Q2: 1,613 shares; 2025Q3: 1,574 shares; 2025Q4: 2,201 shares; 2026Q1: 3,126 shares; 2026Q2: 3,290 shares 3,290 $1.51M 0.01% +164 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,453 shares; 2024Q4: 8,530 shares; 2025Q1: 8,610 shares; 2025Q2: 8,805 shares; 2025Q3: 9,649 shares; 2025Q4: 10,423 shares; 2026Q1: 11,940 shares; 2026Q2: 11,369 shares 11,369 $1.51M 0.01% -571 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: 294 shares; 2024Q4: 445 shares; 2025Q1: 1,773 shares; 2025Q2: 9,394 shares; 2025Q3: 8,255 shares; 2025Q4: 16,758 shares; 2026Q1: 16,832 shares; 2026Q2: 6,832 shares 6,832 $1.5M 0.01% -10,000 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,253 shares; 2024Q4: 4,098 shares; 2025Q1: 3,411 shares; 2025Q2: 4,876 shares; 2025Q3: 5,473 shares; 2025Q4: 8,752 shares; 2026Q1: 19,559 shares; 2026Q2: 32,135 shares 32,135 $1.5M 0.01% +12,576 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: 10,176 shares; 2024Q4: 9,993 shares; 2025Q1: 9,446 shares; 2025Q2: 7,422 shares; 2025Q3: 8,474 shares; 2025Q4: 9,617 shares; 2026Q1: 10,008 shares; 2026Q2: 9,867 shares 9,867 $1.49M 0.01% -141 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 6 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 231 shares; 2026Q1: 401 shares; 2026Q2: 749 shares 749 $1.48M 0.01% +348 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: 531 shares; 2024Q4: 78 shares; 2025Q1: 250 shares; 2025Q2: 588 shares; 2025Q3: 969 shares; 2025Q4: 2,062 shares; 2026Q1: 7,170 shares; 2026Q2: 10,258 shares 10,258 $1.47M 0.01% +3,088 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,262 shares; 2025Q1: 3,242 shares; 2025Q2: 3,748 shares; 2025Q3: 4,469 shares; 2025Q4: 4,435 shares; 2026Q1: 6,373 shares; 2026Q2: 9,128 shares 9,128 $1.45M 0.01% +2,755 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: 2,988 shares; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 3,238 shares; 2025Q3: 3,502 shares; 2025Q4: 3,861 shares; 2026Q1: 4,861 shares; 2026Q2: 6,203 shares 6,203 $1.45M 0.01% +1,342 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: 99 shares; 2024Q4: 437 shares; 2025Q1: 276 shares; 2025Q2: 2,892 shares; 2025Q3: 1,882 shares; 2025Q4: 12,130 shares; 2026Q1: 14,103 shares; 2026Q2: 44,039 shares 44,039 $1.44M 0.01% +29,936 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: 950 shares; 2024Q4: 982 shares; 2025Q1: 1,027 shares; 2025Q2: 1,386 shares; 2025Q3: 2,339 shares; 2025Q4: 4,205 shares; 2026Q1: 6,991 shares; 2026Q2: 12,997 shares 12,997 $1.44M 0.01% +6,006 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 5,001 shares; 2025Q1: 5,464 shares; 2025Q2: 5,699 shares; 2025Q3: 6,092 shares; 2025Q4: 6,220 shares; 2026Q1: 8,332 shares; 2026Q2: 12,637 shares 12,637 $1.44M 0.01% +4,305 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: 1,322 shares; 2024Q4: 1,406 shares; 2025Q1: 1,093 shares; 2025Q2: 1,394 shares; 2025Q3: 1,514 shares; 2025Q4: 2,138 shares; 2026Q1: 3,190 shares; 2026Q2: 2,818 shares 2,818 $1.44M 0.01% -372 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: 1,106 shares; 2024Q4: 1,083 shares; 2025Q1: 1,124 shares; 2025Q2: 1,917 shares; 2025Q3: 2,481 shares; 2025Q4: 2,370 shares; 2026Q1: 6,097 shares; 2026Q2: 7,985 shares 7,985 $1.43M 0.01% +1,888 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: 646 shares; 2024Q4: 1,033 shares; 2025Q1: 1,035 shares; 2025Q2: 1,393 shares; 2025Q3: 2,478 shares; 2025Q4: 2,942 shares; 2026Q1: 4,725 shares; 2026Q2: 10,646 shares 10,646 $1.41M 0.01% +5,921 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,378 shares; 2024Q4: 3,339 shares; 2025Q1: 3,312 shares; 2025Q2: 3,701 shares; 2025Q3: 4,084 shares; 2025Q4: 5,423 shares; 2026Q1: 5,529 shares; 2026Q2: 7,600 shares 7,600 $1.41M 0.01% +2,071 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,521 shares; 2024Q4: 4,551 shares; 2025Q1: 4,198 shares; 2025Q2: 4,573 shares; 2025Q3: 4,970 shares; 2025Q4: 6,738 shares; 2026Q1: 9,708 shares; 2026Q2: 7,207 shares 7,207 $1.4M 0.01% -2,501 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 25 shares; 2025Q1: 27 shares; 2025Q2: 160 shares; 2025Q3: 246 shares; 2025Q4: 361 shares; 2026Q1: 699 shares; 2026Q2: 1,013 shares 1,013 $1.4M 0.01% +314 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 522 shares; 2025Q2: 1,188 shares; 2025Q3: 1,756 shares; 2025Q4: 11,105 shares; 2026Q1: 16,529 shares; 2026Q2: 56,154 shares 56,154 $1.4M 0.01% +39,625 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,658 shares 22,658 $1.38M 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,607 shares; 2024Q4: 7,505 shares; 2025Q1: 7,434 shares; 2025Q2: 7,877 shares; 2025Q3: 8,450 shares; 2025Q4: 11,595 shares; 2026Q1: 13,477 shares; 2026Q2: 16,942 shares 16,942 $1.38M 0.01% +3,465 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,467 shares; 2025Q3: 2,544 shares; 2025Q4: 4,098 shares; 2026Q1: 8,384 shares; 2026Q2: 12,344 shares 12,344 $1.37M 0.01% +3,960 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,966 shares; 2025Q1: 55,966 shares; 2025Q2: 55,966 shares; 2025Q3: 63,166 shares; 2025Q4: 68,130 shares; 2026Q1: 56,030 shares; 2026Q2: 56,030 shares 56,030 $1.37M 0.01% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.36M 0.01% 0 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: 2,514 shares; 2024Q4: 2,791 shares; 2025Q1: 2,835 shares; 2025Q2: 2,795 shares; 2025Q3: 2,744 shares; 2025Q4: 129 shares; 2026Q1: 109 shares; 2026Q2: 199 shares 199 $1.36M 0.01% +90 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: 621 shares; 2024Q4: 545 shares; 2025Q1: 535 shares; 2025Q2: 665 shares; 2025Q3: 719 shares; 2025Q4: 608 shares; 2026Q1: 4,440 shares; 2026Q2: 7,601 shares 7,601 $1.35M 0.01% +3,161 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,055 shares; 2025Q4: 12,500 shares; 2026Q1: 12,907 shares; 2026Q2: 13,281 shares 13,281 $1.35M 0.01% +374 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,891 shares; 2024Q4: 18,045 shares; 2025Q1: 17,630 shares; 2025Q2: 18,032 shares; 2025Q3: 16,897 shares; 2025Q4: 18,143 shares; 2026Q1: 22,341 shares; 2026Q2: 24,222 shares 24,222 $1.35M 0.01% +1,881 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,512 shares; 2024Q4: 3,584 shares; 2025Q1: 2,962 shares; 2025Q2: 3,738 shares; 2025Q3: 4,907 shares; 2025Q4: 6,324 shares; 2026Q1: 12,583 shares; 2026Q2: 14,427 shares 14,427 $1.34M 0.01% +1,844 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,317 shares; 2024Q4: 21,582 shares; 2025Q1: 22,517 shares; 2025Q2: 20,547 shares; 2025Q3: 23,820 shares; 2025Q4: 20,439 shares; 2026Q1: 30,393 shares; 2026Q2: 43,934 shares 43,934 $1.33M 0.01% +13,541 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,403 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,814 shares; 2025Q3: 4,201 shares; 2025Q4: 5,808 shares; 2026Q1: 14,630 shares; 2026Q2: 13,669 shares 13,669 $1.33M 0.01% -961 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 440 shares; 2025Q1: 260 shares; 2025Q2: 761 shares; 2025Q3: 974 shares; 2025Q4: 2,474 shares; 2026Q1: 3,649 shares; 2026Q2: 7,522 shares 7,522 $1.32M 0.01% +3,873 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,276 shares; 2024Q4: 18,436 shares; 2025Q1: 18,525 shares; 2025Q2: 18,953 shares; 2025Q3: 18,453 shares; 2025Q4: 6,348 shares; 2026Q1: 6,348 shares; 2026Q2: 6,348 shares 6,348 $1.31M 0.01% 0 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: 188 shares; 2024Q4: 122 shares; 2025Q1: 487 shares; 2025Q2: 523 shares; 2025Q3: 541 shares; 2025Q4: 711 shares; 2026Q1: 786 shares; 2026Q2: 772 shares 772 $1.31M 0.01% -14 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,401 shares; 2024Q4: 82,383 shares; 2025Q1: 85,283 shares; 2025Q2: 82,383 shares; 2025Q3: 68,871 shares; 2025Q4: 62,716 shares; 2026Q1: 68,509 shares; 2026Q2: 68,509 shares 68,509 $1.31M 0.01% 0 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: 119 shares; 2026Q1: 568 shares; 2026Q2: 1,516 shares 1,516 $1.3M 0.01% +948 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,336 shares; 2024Q4: 1,756 shares; 2025Q1: 1,781 shares; 2025Q2: 2,005 shares; 2025Q3: 1,875 shares; 2025Q4: 2,317 shares; 2026Q1: 2,986 shares; 2026Q2: 6,275 shares 6,275 $1.29M 0.01% +3,289 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,300 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 15,389 shares; 2026Q1: 15,386 shares; 2026Q2: 15,386 shares 15,386 $1.29M 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 9,458 shares 9,458 $1.28M 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 5,911 shares; 2025Q1: 6,714 shares; 2025Q2: 4,346 shares; 2025Q3: 10,986 shares; 2025Q4: 8,896 shares; 2026Q1: 31,652 shares; 2026Q2: 55,533 shares 55,533 $1.28M 0.01% +23,881 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 680 shares; 2025Q1: 685 shares; 2025Q2: 768 shares; 2025Q3: 779 shares; 2025Q4: 959 shares; 2026Q1: 1,720 shares; 2026Q2: 2,259 shares 2,259 $1.27M 0.01% +539 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,935 shares; 2024Q4: 23,070 shares; 2025Q1: 23,060 shares; 2025Q2: 22,033 shares; 2025Q3: 23,320 shares; 2025Q4: 22,830 shares; 2026Q1: 27,379 shares; 2026Q2: 32,823 shares 32,823 $1.25M 0.01% +5,444 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: 1,312 shares; 2024Q4: 1,600 shares; 2025Q1: 1,591 shares; 2025Q2: 2,718 shares; 2025Q3: 3,567 shares; 2025Q4: 5,738 shares; 2026Q1: 10,941 shares; 2026Q2: 13,608 shares 13,608 $1.25M 0.01% +2,667 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 58 shares; 2025Q2: 100 shares; 2025Q3: 460 shares; 2025Q4: 904 shares; 2026Q1: 2,301 shares; 2026Q2: 3,905 shares 3,905 $1.24M 0.01% +1,604 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: 4,762 shares; 2024Q4: 5,364 shares; 2025Q1: 4,395 shares; 2025Q2: 4,475 shares; 2025Q3: 4,890 shares; 2025Q4: 6,912 shares; 2026Q1: 10,244 shares; 2026Q2: 10,319 shares 10,319 $1.24M 0.01% +75 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,871 shares; 2025Q1: 1,293 shares; 2025Q2: 1,689 shares; 2025Q3: 2,315 shares; 2025Q4: 4,235 shares; 2026Q1: 6,618 shares; 2026Q2: 4,986 shares 4,986 $1.24M 0.01% -1,632 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,967 shares; 2024Q4: 684 shares; 2025Q1: 714 shares; 2025Q2: 990 shares; 2025Q3: 3,241 shares; 2025Q4: 3,347 shares; 2026Q1: 5,523 shares; 2026Q2: 10,570 shares 10,570 $1.23M 0.01% +5,047 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: 335 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 29 shares; 2025Q3: 225 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 4,518 shares 4,518 $1.21M 0.01% +4,489 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,694 shares; 2026Q2: 2,462 shares 2,462 $1.21M 0.01% +768 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 204 shares; 2025Q1: 236 shares; 2025Q2: 278 shares; 2025Q3: 525 shares; 2025Q4: 1,101 shares; 2026Q1: 2,874 shares; 2026Q2: 5,229 shares 5,229 $1.2M 0.01% +2,355 Timeline RSPT 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 19,350 shares; 2025Q2: 19,350 shares; 2025Q3: 19,350 shares; 2025Q4: 19,350 shares; 2026Q1: 18,600 shares; 2026Q2: 18,600 shares 18,600 $1.2M 0.01% 0 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: 254 shares; 2024Q4: 346 shares; 2025Q1: 196 shares; 2025Q2: 491 shares; 2025Q3: 910 shares; 2025Q4: 1,001 shares; 2026Q1: 5,261 shares; 2026Q2: 8,177 shares 8,177 $1.2M 0.01% +2,916 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 34,200 shares; 2025Q4: 34,200 shares; 2026Q1: 34,200 shares; 2026Q2: 34,200 shares 34,200 $1.19M 0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,320 shares; 2026Q1: 50,303 shares; 2026Q2: 50,303 shares 50,303 $1.19M 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 610 shares; 2025Q1: 620 shares; 2025Q2: 664 shares; 2025Q3: 724 shares; 2025Q4: 815 shares; 2026Q1: 944 shares; 2026Q2: 930 shares 930 $1.19M 0.01% -14 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: not reported; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 2,667 shares; 2026Q1: 2,667 shares; 2026Q2: 13,335 shares 13,335 $1.17M 0.01% +10,668 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,724 shares; 2024Q4: 20,359 shares; 2025Q1: 19,235 shares; 2025Q2: 15,461 shares; 2025Q3: 10,062 shares; 2025Q4: 10,098 shares; 2026Q1: 10,098 shares; 2026Q2: 10,887 shares 10,887 $1.17M 0.01% +789 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 116 shares; 2025Q3: 203 shares; 2025Q4: 427 shares; 2026Q1: 965 shares; 2026Q2: 2,088 shares 2,088 $1.17M 0.01% +1,123 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: 8,151 shares; 2024Q4: 7,552 shares; 2025Q1: 7,426 shares; 2025Q2: 6,188 shares; 2025Q3: 7,452 shares; 2025Q4: 8,583 shares; 2026Q1: 13,432 shares; 2026Q2: 23,690 shares 23,690 $1.15M 0.01% +10,258 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: 624 shares; 2024Q4: 1,242 shares; 2025Q1: 1,236 shares; 2025Q2: 1,454 shares; 2025Q3: 1,513 shares; 2025Q4: 3,317 shares; 2026Q1: 4,336 shares; 2026Q2: 5,114 shares 5,114 $1.15M 0.01% +778 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,367 shares; 2024Q4: 60,121 shares; 2025Q1: 453,455 shares; 2025Q2: 457,186 shares; 2025Q3: 453,639 shares; 2025Q4: 354,954 shares; 2026Q1: 433,278 shares; 2026Q2: 23,925 shares 23,925 $1.15M 0.01% -409,353 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 415 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 3,785 shares 3,785 $1.15M 0.01% +3,372 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: 1,408 shares; 2024Q4: 1,506 shares; 2025Q1: 1,512 shares; 2025Q2: 2,514 shares; 2025Q3: 3,073 shares; 2025Q4: 4,493 shares; 2026Q1: 4,847 shares; 2026Q2: 10,560 shares 10,560 $1.14M <0.01% +5,713 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 734 shares; 2025Q1: 718 shares; 2025Q2: 966 shares; 2025Q3: 1,075 shares; 2025Q4: 1,286 shares; 2026Q1: 2,178 shares; 2026Q2: 2,162 shares 2,162 $1.14M <0.01% -16 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 15,230 shares; 2025Q1: 15,230 shares; 2025Q2: 15,429 shares; 2025Q3: 15,429 shares; 2025Q4: 16,711 shares; 2026Q1: 40,104 shares; 2026Q2: 22,842 shares 22,842 $1.13M <0.01% -17,262 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: 6,057 shares; 2024Q4: 5,799 shares; 2025Q1: 5,857 shares; 2025Q2: 6,023 shares; 2025Q3: 6,062 shares; 2025Q4: 7,048 shares; 2026Q1: 6,510 shares; 2026Q2: 7,952 shares 7,952 $1.1M <0.01% +1,442 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,421 shares; 2024Q4: 7,807 shares; 2025Q1: 636 shares; 2025Q2: 2,544 shares; 2025Q3: 3,422 shares; 2025Q4: 3,818 shares; 2026Q1: 8,484 shares; 2026Q2: 12,681 shares 12,681 $1.1M <0.01% +4,197 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 3,635 shares; 2025Q1: 3,536 shares; 2025Q2: 3,638 shares; 2025Q3: 3,628 shares; 2025Q4: 3,522 shares; 2026Q1: 3,844 shares; 2026Q2: 4,620 shares 4,620 $1.1M <0.01% +776 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,461 shares; 2024Q4: 22,461 shares; 2025Q1: 22,461 shares; 2025Q2: 22,461 shares; 2025Q3: 22,461 shares; 2025Q4: 22,461 shares; 2026Q1: 22,461 shares; 2026Q2: 22,461 shares 22,461 $1.1M <0.01% 0 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 41,800 shares 41,800 $1.08M <0.01% +41,474 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 2,407 shares; 2025Q1: 1,525 shares; 2025Q2: 1,700 shares; 2025Q3: 2,306 shares; 2025Q4: 2,856 shares; 2026Q1: 5,183 shares; 2026Q2: 6,025 shares 6,025 $1.08M <0.01% +842 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 1,013 shares; 2025Q1: 686 shares; 2025Q2: 932 shares; 2025Q3: 1,025 shares; 2025Q4: 1,340 shares; 2026Q1: 2,674 shares; 2026Q2: 2,580 shares 2,580 $1.07M <0.01% -94 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: 2,483 shares; 2024Q4: 2,737 shares; 2025Q1: 2,593 shares; 2025Q2: 2,538 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares; 2026Q1: 1,707 shares; 2026Q2: 1,627 shares 1,627 $1.07M <0.01% -80 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 401 shares; 2025Q1: 683 shares; 2025Q2: 632 shares; 2025Q3: 767 shares; 2025Q4: 1,727 shares; 2026Q1: 1,983 shares; 2026Q2: 2,642 shares 2,642 $1.06M <0.01% +659 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: 5,573 shares; 2024Q4: 6,886 shares; 2025Q1: 7,439 shares; 2025Q2: 7,903 shares; 2025Q3: 7,810 shares; 2025Q4: 11,121 shares; 2026Q1: 9,718 shares; 2026Q2: 15,073 shares 15,073 $1.06M <0.01% +5,355 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: 8,567 shares; 2024Q4: 8,567 shares; 2025Q1: 8,567 shares; 2025Q2: 8,567 shares; 2025Q3: 8,567 shares; 2025Q4: 8,567 shares; 2026Q1: 7,014 shares; 2026Q2: 7,726 shares 7,726 $1.06M <0.01% +712 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,002 shares; 2024Q4: 8,166 shares; 2025Q1: 8,083 shares; 2025Q2: 8,266 shares; 2025Q3: 8,408 shares; 2025Q4: 8,272 shares; 2026Q1: 9,109 shares; 2026Q2: 9,735 shares 9,735 $1.05M <0.01% +626 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: 9,467 shares; 2024Q4: 9,234 shares; 2025Q1: 8,339 shares; 2025Q2: 8,488 shares; 2025Q3: 11,148 shares; 2025Q4: 21,511 shares; 2026Q1: 35,201 shares; 2026Q2: 39,363 shares 39,363 $1.05M <0.01% +4,162 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,000 shares; 2024Q4: 113,622 shares; 2025Q1: 111,000 shares; 2025Q2: 111,134 shares; 2025Q3: 111,134 shares; 2025Q4: 46,296 shares; 2026Q1: 47,296 shares; 2026Q2: 63,911 shares 63,911 $1.05M <0.01% +16,615 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,589 shares; 2024Q4: 317,046 shares; 2025Q1: 284,917 shares; 2025Q2: 282,827 shares; 2025Q3: 19,513 shares; 2025Q4: 26,707 shares; 2026Q1: 39,862 shares; 2026Q2: 54,685 shares 54,685 $1.05M <0.01% +14,823 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 7,538 shares; 2025Q1: 7,505 shares; 2025Q2: 6,854 shares; 2025Q3: 4,987 shares; 2025Q4: 5,967 shares; 2026Q1: 6,472 shares; 2026Q2: 6,408 shares 6,408 $1.04M <0.01% -64 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 1,824 shares; 2025Q1: 610 shares; 2025Q2: 1,761 shares; 2025Q3: 4,586 shares; 2025Q4: 5,078 shares; 2026Q1: 12,513 shares; 2026Q2: 18,778 shares 18,778 $1.04M <0.01% +6,265 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: 1,759 shares; 2024Q4: 1,269 shares; 2025Q1: 1,429 shares; 2025Q2: 1,786 shares; 2025Q3: 7,599 shares; 2025Q4: 12,189 shares; 2026Q1: 21,969 shares; 2026Q2: 30,650 shares 30,650 $1.04M <0.01% +8,681 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: 8,535 shares; 2024Q4: 5,557 shares; 2025Q1: 4,980 shares; 2025Q2: 5,495 shares; 2025Q3: 1,680 shares; 2025Q4: 2,094 shares; 2026Q1: 5,231 shares; 2026Q2: 8,157 shares 8,157 $1.03M <0.01% +2,926 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,445 shares; 2024Q4: 11,950 shares; 2025Q1: 12,146 shares; 2025Q2: 13,161 shares; 2025Q3: 13,178 shares; 2025Q4: 15,639 shares; 2026Q1: 26,029 shares; 2026Q2: 30,963 shares 30,963 $1.03M <0.01% +4,934 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: 10,013 shares; 2024Q4: 1,302 shares; 2025Q1: 1,319 shares; 2025Q2: 789 shares; 2025Q3: 2,906 shares; 2025Q4: 3,122 shares; 2026Q1: 9,661 shares; 2026Q2: 14,645 shares 14,645 $1.03M <0.01% +4,984 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: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 687 shares; 2025Q4: 1,426 shares; 2026Q1: 2,866 shares; 2026Q2: 4,304 shares 4,304 $1.02M <0.01% +1,438 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,614 shares; 2025Q2: 18,614 shares; 2025Q3: 18,614 shares; 2025Q4: 18,614 shares; 2026Q1: 18,553 shares; 2026Q2: 18,553 shares 18,553 $1.02M <0.01% 0 Timeline