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Busey Bank

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13F filer, CIK 1427202, URBANA, IL

Busey Bank reported $4,123,063,217 across 388 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 36.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001427202-26-000006

Period
2026-06-30
Reported value
$4.12B
Holdings
388
Top 10 weight
36.79%
New
29
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUadded+15,805$18.2M
APHadded+56,752$10M
IWFadded+77,623$9.64M
ZBRAadded+26,304$6.92M
DELLnew+14,614$6.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMATreduced-41,563-$30.1M
CMIreduced-9,540-$6.8M
CVXreduced-34,832-$5.77M
CCIreduced-70,101-$5.31M
HONexited-21,098-$4.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001427202-26-000006, largest first. % of portfolio is the value over $4,123,063,217, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024,113 shares; 2024Q4: 1,027,580 shares; 2025Q1: 1,026,259 shares; 2025Q2: 966,540 shares; 2025Q3: 954,572 shares; 2025Q4: 955,046 shares; 2026Q1: 959,110 shares; 2026Q2: 953,415 shares 953,415$276M6.69%-5,695Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836,617 shares; 2024Q4: 853,153 shares; 2025Q1: 886,328 shares; 2025Q2: 930,151 shares; 2025Q3: 934,126 shares; 2025Q4: 936,709 shares; 2026Q1: 954,998 shares; 2026Q2: 980,000 shares 980,000$196M4.76%+25,002Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,189 shares; 2024Q4: 588,721 shares; 2025Q1: 599,626 shares; 2025Q2: 592,265 shares; 2025Q3: 590,234 shares; 2025Q4: 588,306 shares; 2026Q1: 552,579 shares; 2026Q2: 554,524 shares 554,524$196M4.75%+1,945Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,040 shares; 2024Q4: 477,328 shares; 2025Q1: 486,210 shares; 2025Q2: 483,750 shares; 2025Q3: 482,507 shares; 2025Q4: 487,636 shares; 2026Q1: 497,280 shares; 2026Q2: 494,442 shares 494,442$184M4.47%-2,838Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,441 shares; 2024Q4: 550,726 shares; 2025Q1: 559,717 shares; 2025Q2: 555,491 shares; 2025Q3: 569,140 shares; 2025Q4: 577,663 shares; 2026Q1: 582,749 shares; 2026Q2: 587,636 shares 587,636$140M3.4%+4,887Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 6,227 shares; 2025Q1: 6,265 shares; 2025Q2: 310,500 shares; 2025Q3: 313,399 shares; 2025Q4: 317,120 shares; 2026Q1: 335,088 shares; 2026Q2: 336,136 shares 336,136$124M3.02%+1,048Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,888 shares; 2024Q4: 302,982 shares; 2025Q1: 312,341 shares; 2025Q2: 310,158 shares; 2025Q3: 292,056 shares; 2025Q4: 290,747 shares; 2026Q1: 292,232 shares; 2026Q2: 292,170 shares 292,170$110M2.68%-62Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,531 shares; 2024Q4: 128,263 shares; 2025Q1: 130,797 shares; 2025Q2: 129,405 shares; 2025Q3: 130,495 shares; 2025Q4: 130,366 shares; 2026Q1: 131,254 shares; 2026Q2: 132,734 shares 132,734$99.1M2.4%+1,480Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376,751 shares; 2024Q4: 2,423,386 shares; 2025Q1: 1,887,586 shares; 2025Q2: 1,841,278 shares; 2025Q3: 1,817,110 shares; 2025Q4: 1,802,175 shares; 2026Q1: 1,821,339 shares; 2026Q2: 1,831,639 shares 1,831,639$96M2.33%+10,300Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,741 shares; 2024Q4: 178,420 shares; 2025Q1: 179,335 shares; 2025Q2: 175,715 shares; 2025Q3: 174,921 shares; 2025Q4: 172,798 shares; 2026Q1: 172,609 shares; 2026Q2: 131,046 shares 131,046$94.7M2.3%-41,563Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,006 shares; 2024Q4: 94,953 shares; 2025Q1: 95,802 shares; 2025Q2: 95,295 shares; 2025Q3: 94,374 shares; 2025Q4: 91,750 shares; 2026Q1: 90,325 shares; 2026Q2: 86,659 shares 86,659$92.3M2.24%-3,666Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 5,844 shares; 2025Q3: 5,375 shares; 2025Q4: 240,737 shares; 2026Q1: 272,682 shares; 2026Q2: 286,146 shares 286,146$87.6M2.13%+13,464Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681,964 shares; 2024Q4: 706,770 shares; 2025Q1: 787,808 shares; 2025Q2: 836,071 shares; 2025Q3: 905,374 shares; 2025Q4: 968,022 shares; 2026Q1: 1,067,723 shares; 2026Q2: 1,095,725 shares 1,095,725$86.6M2.1%+28,002Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,121 shares; 2024Q4: 783,408 shares; 2025Q1: 813,114 shares; 2025Q2: 819,644 shares; 2025Q3: 839,329 shares; 2025Q4: 859,667 shares; 2026Q1: 903,265 shares; 2026Q2: 918,403 shares 918,403$75.9M1.84%+15,138Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,876 shares; 2024Q4: 129,599 shares; 2025Q1: 131,560 shares; 2025Q2: 130,648 shares; 2025Q3: 130,333 shares; 2025Q4: 129,812 shares; 2026Q1: 131,007 shares; 2026Q2: 131,346 shares 131,346$74M1.79%+339Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,365 shares; 2024Q4: 240,170 shares; 2025Q1: 220,709 shares; 2025Q2: 217,196 shares; 2025Q3: 218,190 shares; 2025Q4: 218,328 shares; 2026Q1: 220,718 shares; 2026Q2: 220,073 shares 220,073$72M1.75%-645Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,703 shares; 2024Q4: 267,386 shares; 2025Q1: 269,334 shares; 2025Q2: 267,530 shares; 2025Q3: 274,245 shares; 2025Q4: 274,029 shares; 2026Q1: 275,616 shares; 2026Q2: 277,214 shares 277,214$70.4M1.71%+1,598Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,464 shares; 2024Q4: 120,404 shares; 2025Q1: 122,718 shares; 2025Q2: 120,775 shares; 2025Q3: 121,276 shares; 2025Q4: 133,072 shares; 2026Q1: 133,293 shares; 2026Q2: 132,895 shares 132,895$66.5M1.61%-398Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,008 shares; 2024Q4: 178,243 shares; 2025Q1: 176,730 shares; 2025Q2: 172,502 shares; 2025Q3: 167,589 shares; 2025Q4: 166,945 shares; 2026Q1: 160,945 shares; 2026Q2: 155,329 shares 155,329$55.5M1.35%-5,616Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,513 shares; 2024Q4: 28,534 shares; 2025Q1: 28,518 shares; 2025Q2: 26,818 shares; 2025Q3: 25,720 shares; 2025Q4: 25,801 shares; 2026Q1: 25,940 shares; 2026Q2: 41,745 shares 41,745$48.2M1.17%+15,805Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,045 shares; 2024Q4: 73,679 shares; 2025Q1: 74,964 shares; 2025Q2: 73,916 shares; 2025Q3: 73,803 shares; 2025Q4: 73,512 shares; 2026Q1: 73,120 shares; 2026Q2: 63,580 shares 63,580$45.3M1.1%-9,540Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,042 shares; 2024Q4: 89,232 shares; 2025Q1: 89,380 shares; 2025Q2: 87,804 shares; 2025Q3: 87,458 shares; 2025Q4: 87,070 shares; 2026Q1: 88,213 shares; 2026Q2: 87,580 shares 87,580$45M1.09%-633Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,802 shares; 2024Q4: 351,248 shares; 2025Q1: 345,298 shares; 2025Q2: 341,514 shares; 2025Q3: 336,790 shares; 2025Q4: 334,971 shares; 2026Q1: 329,626 shares; 2026Q2: 324,477 shares 324,477$44.6M1.08%-5,149Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,495 shares; 2024Q4: 108,414 shares; 2025Q1: 107,971 shares; 2025Q2: 107,132 shares; 2025Q3: 105,188 shares; 2025Q4: 104,713 shares; 2026Q1: 104,619 shares; 2026Q2: 104,140 shares 104,140$42.6M1.03%-479Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,331 shares; 2024Q4: 23,275 shares; 2025Q1: 23,775 shares; 2025Q2: 24,376 shares; 2025Q3: 32,714 shares; 2025Q4: 32,745 shares; 2026Q1: 32,605 shares; 2026Q2: 33,809 shares 33,809$40.6M0.98%+1,204Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,643 shares; 2024Q4: 195,086 shares; 2025Q1: 198,097 shares; 2025Q2: 197,197 shares; 2025Q3: 199,766 shares; 2025Q4: 200,091 shares; 2026Q1: 200,058 shares; 2026Q2: 204,031 shares 204,031$38.7M0.94%+3,973Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,265 shares; 2024Q4: 36,332 shares; 2025Q1: 37,572 shares; 2025Q2: 36,853 shares; 2025Q3: 37,075 shares; 2025Q4: 36,924 shares; 2026Q1: 38,091 shares; 2026Q2: 38,010 shares 38,010$38.4M0.93%-81Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,485 shares; 2025Q3: 140,360 shares; 2025Q4: 139,300 shares; 2026Q1: 139,607 shares; 2026Q2: 196,359 shares 196,359$34.6M0.84%+56,752Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,809 shares; 2024Q4: 194,038 shares; 2025Q1: 199,627 shares; 2025Q2: 196,954 shares; 2025Q3: 166,496 shares; 2025Q4: 166,803 shares; 2026Q1: 165,896 shares; 2026Q2: 167,964 shares 167,964$30.4M0.74%+2,068Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,562 shares; 2024Q4: 217,003 shares; 2025Q1: 222,296 shares; 2025Q2: 221,377 shares; 2025Q3: 206,087 shares; 2025Q4: 204,994 shares; 2026Q1: 206,567 shares; 2026Q2: 204,960 shares 204,960$30M0.73%-1,607Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,443 shares; 2024Q4: 81,289 shares; 2025Q1: 81,910 shares; 2025Q2: 79,855 shares; 2025Q3: 79,969 shares; 2025Q4: 80,935 shares; 2026Q1: 81,787 shares; 2026Q2: 82,379 shares 82,379$29.8M0.72%+592Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,176 shares; 2024Q4: 194,072 shares; 2025Q1: 199,020 shares; 2025Q2: 194,547 shares; 2025Q3: 196,084 shares; 2025Q4: 197,313 shares; 2026Q1: 197,635 shares; 2026Q2: 200,627 shares 200,627$29.3M0.71%+2,992Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,336 shares; 2024Q4: 158,522 shares; 2025Q1: 161,238 shares; 2025Q2: 160,072 shares; 2025Q3: 159,733 shares; 2025Q4: 157,527 shares; 2026Q1: 160,681 shares; 2026Q2: 158,297 shares 158,297$29.3M0.71%-2,384Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,428 shares; 2024Q4: 118,977 shares; 2025Q1: 115,082 shares; 2025Q2: 105,617 shares; 2025Q3: 101,439 shares; 2025Q4: 100,189 shares; 2026Q1: 98,158 shares; 2026Q2: 97,160 shares 97,160$29.2M0.71%-998Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,016 shares; 2024Q4: 219,609 shares; 2025Q1: 230,302 shares; 2025Q2: 219,505 shares; 2025Q3: 217,983 shares; 2025Q4: 217,422 shares; 2026Q1: 215,096 shares; 2026Q2: 215,358 shares 215,358$29.2M0.71%+262Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,207 shares; 2024Q4: 189,779 shares; 2025Q1: 197,424 shares; 2025Q2: 195,995 shares; 2025Q3: 198,451 shares; 2025Q4: 198,703 shares; 2026Q1: 207,104 shares; 2026Q2: 207,625 shares 207,625$29.1M0.7%+521Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,598 shares; 2024Q4: 201,206 shares; 2025Q1: 204,415 shares; 2025Q2: 206,234 shares; 2025Q3: 215,185 shares; 2025Q4: 211,996 shares; 2026Q1: 210,367 shares; 2026Q2: 206,689 shares 206,689$28.3M0.69%-3,678Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,950 shares; 2025Q1: 64,318 shares; 2025Q2: 21,953 shares; 2025Q3: 34,292 shares; 2025Q4: 38,487 shares; 2026Q1: 38,952 shares; 2026Q2: 38,792 shares 38,792$26.6M0.65%-160Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,719 shares; 2024Q4: 185,984 shares; 2025Q1: 184,963 shares; 2025Q2: 182,850 shares; 2025Q3: 187,116 shares; 2025Q4: 182,107 shares; 2026Q1: 179,876 shares; 2026Q2: 176,651 shares 176,651$25.9M0.63%-3,225Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,930 shares; 2024Q4: 206,997 shares; 2025Q1: 208,774 shares; 2025Q2: 206,224 shares; 2025Q3: 205,684 shares; 2025Q4: 150,340 shares; 2026Q1: 151,381 shares; 2026Q2: 151,778 shares 151,778$25.7M0.62%+397Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,582 shares; 2024Q4: 220,607 shares; 2025Q1: 227,679 shares; 2025Q2: 223,251 shares; 2025Q3: 224,217 shares; 2025Q4: 258,962 shares; 2026Q1: 264,151 shares; 2026Q2: 264,590 shares 264,590$24.4M0.59%+439Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,224 shares; 2024Q4: 43,478 shares; 2025Q1: 44,231 shares; 2025Q2: 43,502 shares; 2025Q3: 44,062 shares; 2025Q4: 44,589 shares; 2026Q1: 45,221 shares; 2026Q2: 45,851 shares 45,851$23.8M0.58%+630Timeline
MSBIMIDLAND STATES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759,286 shares; 2024Q4: 759,286 shares; 2025Q1: 759,286 shares; 2025Q2: 759,286 shares; 2025Q3: 759,286 shares; 2025Q4: 759,286 shares; 2026Q1: 759,286 shares; 2026Q2: 759,286 shares 759,286$23.6M0.57%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,415 shares; 2024Q4: 109,395 shares; 2025Q1: 110,111 shares; 2025Q2: 107,974 shares; 2025Q3: 106,493 shares; 2025Q4: 106,395 shares; 2026Q1: 105,839 shares; 2026Q2: 105,766 shares 105,766$23.3M0.57%-73Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,805 shares; 2024Q4: 173,502 shares; 2025Q1: 176,312 shares; 2025Q2: 172,681 shares; 2025Q3: 171,753 shares; 2025Q4: 171,289 shares; 2026Q1: 173,112 shares; 2026Q2: 172,932 shares 172,932$23.3M0.56%-180Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31$23.2M0.56%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,042 shares; 2024Q4: 166,536 shares; 2025Q1: 168,853 shares; 2025Q2: 168,369 shares; 2025Q3: 168,373 shares; 2025Q4: 166,255 shares; 2026Q1: 166,160 shares; 2026Q2: 131,328 shares 131,328$21.8M0.53%-34,832Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,711 shares; 2024Q4: 80,224 shares; 2025Q1: 82,356 shares; 2025Q2: 81,097 shares; 2025Q3: 81,344 shares; 2025Q4: 81,470 shares; 2026Q1: 81,760 shares; 2026Q2: 82,220 shares 82,220$21.4M0.52%+460Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,086 shares; 2024Q4: 79,561 shares; 2025Q1: 77,640 shares; 2025Q2: 75,576 shares; 2025Q3: 74,496 shares; 2025Q4: 74,615 shares; 2026Q1: 73,022 shares; 2026Q2: 70,325 shares 70,325$21M0.51%-2,697Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,937 shares; 2024Q4: 79,356 shares; 2025Q1: 79,894 shares; 2025Q2: 111,938 shares; 2025Q3: 112,165 shares; 2025Q4: 110,161 shares; 2026Q1: 111,511 shares; 2026Q2: 93,905 shares 93,905$20.9M0.51%-17,606Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,972 shares; 2024Q4: 2,636 shares; 2025Q1: 2,564 shares; 2025Q2: 98,474 shares; 2025Q3: 97,693 shares; 2025Q4: 96,874 shares; 2026Q1: 99,761 shares; 2026Q2: 99,363 shares 99,363$19.9M0.48%-398Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,444 shares; 2024Q4: 98,698 shares; 2025Q1: 100,019 shares; 2025Q2: 98,194 shares; 2025Q3: 97,788 shares; 2025Q4: 97,495 shares; 2026Q1: 98,809 shares; 2026Q2: 100,334 shares 100,334$19.1M0.46%+1,525Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,500 shares; 2024Q4: 81,792 shares; 2025Q1: 80,636 shares; 2025Q2: 80,292 shares; 2025Q3: 80,308 shares; 2025Q4: 78,929 shares; 2026Q1: 76,483 shares; 2026Q2: 74,669 shares 74,669$18.8M0.46%-1,814Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,187 shares; 2024Q4: 30,231 shares; 2025Q1: 30,715 shares; 2025Q2: 30,535 shares; 2025Q3: 35,542 shares; 2025Q4: 35,654 shares; 2026Q1: 36,995 shares; 2026Q2: 37,410 shares 37,410$18.8M0.45%+415Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,345 shares; 2024Q4: 99,933 shares; 2025Q1: 79,600 shares; 2025Q2: 80,501 shares; 2025Q3: 79,273 shares; 2025Q4: 78,240 shares; 2026Q1: 78,867 shares; 2026Q2: 75,466 shares 75,466$18.7M0.45%-3,401Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,154 shares; 2024Q4: 190,651 shares; 2025Q1: 192,266 shares; 2025Q2: 187,713 shares; 2025Q3: 188,264 shares; 2025Q4: 187,267 shares; 2026Q1: 187,820 shares; 2026Q2: 188,615 shares 188,615$18.2M0.44%+795Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 1,904 shares; 2025Q1: 2,505 shares; 2025Q2: 3,016 shares; 2025Q3: 3,256 shares; 2025Q4: 2,995 shares; 2026Q1: 28,458 shares; 2026Q2: 37,897 shares 37,897$18.1M0.44%+9,439Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,419 shares; 2024Q4: 62,560 shares; 2025Q1: 63,589 shares; 2025Q2: 62,505 shares; 2025Q3: 62,900 shares; 2025Q4: 63,260 shares; 2026Q1: 63,865 shares; 2026Q2: 64,361 shares 64,361$18M0.44%+496Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,575 shares; 2024Q4: 326,105 shares; 2025Q1: 335,032 shares; 2025Q2: 340,684 shares; 2025Q3: 350,484 shares; 2025Q4: 357,424 shares; 2026Q1: 367,572 shares; 2026Q2: 376,531 shares 376,531$17.6M0.43%+8,959Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,208 shares; 2024Q4: 96,688 shares; 2025Q1: 151,468 shares; 2025Q2: 151,767 shares; 2025Q3: 153,751 shares; 2025Q4: 154,664 shares; 2026Q1: 155,213 shares; 2026Q2: 157,276 shares 157,276$17.4M0.42%+2,063Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,503 shares; 2024Q4: 175,338 shares; 2025Q1: 171,711 shares; 2025Q2: 165,596 shares; 2025Q3: 156,101 shares; 2025Q4: 153,587 shares; 2026Q1: 150,037 shares; 2026Q2: 144,815 shares 144,815$17M0.41%-5,222Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,468 shares; 2024Q4: 47,532 shares; 2025Q1: 47,361 shares; 2025Q2: 46,587 shares; 2025Q3: 46,964 shares; 2025Q4: 46,786 shares; 2026Q1: 46,611 shares; 2026Q2: 47,034 shares 47,034$16.7M0.4%+423Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,708 shares; 2024Q4: 55,688 shares; 2025Q1: 57,355 shares; 2025Q2: 57,114 shares; 2025Q3: 58,375 shares; 2025Q4: 58,611 shares; 2026Q1: 60,028 shares; 2026Q2: 60,356 shares 60,356$16.6M0.4%+328Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,270 shares; 2024Q4: 346,442 shares; 2025Q1: 355,622 shares; 2025Q2: 358,170 shares; 2025Q3: 358,215 shares; 2025Q4: 352,219 shares; 2026Q1: 350,713 shares; 2026Q2: 351,194 shares 351,194$16.3M0.4%+481Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,613 shares; 2024Q4: 96,659 shares; 2025Q1: 98,602 shares; 2025Q2: 97,834 shares; 2025Q3: 98,073 shares; 2025Q4: 97,212 shares; 2026Q1: 98,229 shares; 2026Q2: 99,012 shares 99,012$16.1M0.39%+783Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,915 shares; 2024Q4: 167,988 shares; 2025Q1: 170,238 shares; 2025Q2: 170,412 shares; 2025Q3: 172,027 shares; 2025Q4: 172,172 shares; 2026Q1: 173,131 shares; 2026Q2: 175,379 shares 175,379$16.1M0.39%+2,248Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,820 shares; 2024Q4: 184,268 shares; 2025Q1: 192,997 shares; 2025Q2: 201,429 shares; 2025Q3: 208,000 shares; 2025Q4: 216,625 shares; 2026Q1: 219,450 shares; 2026Q2: 223,154 shares 223,154$16.1M0.39%+3,704Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620,170 shares; 2024Q4: 620,228 shares; 2025Q1: 636,688 shares; 2025Q2: 623,808 shares; 2025Q3: 632,689 shares; 2025Q4: 653,112 shares; 2026Q1: 658,964 shares; 2026Q2: 658,872 shares 658,872$15.9M0.38%-92Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,795 shares; 2024Q4: 155,084 shares; 2025Q1: 158,804 shares; 2025Q2: 160,261 shares; 2025Q3: 162,505 shares; 2025Q4: 162,999 shares; 2026Q1: 166,798 shares; 2026Q2: 167,695 shares 167,695$13.1M0.32%+897Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,825 shares; 2024Q4: 27,351 shares; 2025Q1: 27,291 shares; 2025Q2: 26,229 shares; 2025Q3: 26,394 shares; 2025Q4: 26,400 shares; 2026Q1: 26,428 shares; 2026Q2: 104,051 shares 104,051$12.9M0.31%+77,623Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,329 shares; 2024Q4: 162,569 shares; 2025Q1: 166,206 shares; 2025Q2: 163,564 shares; 2025Q3: 163,626 shares; 2025Q4: 162,713 shares; 2026Q1: 164,575 shares; 2026Q2: 166,922 shares 166,922$12.8M0.31%+2,347Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,801 shares; 2024Q4: 151,044 shares; 2025Q1: 150,916 shares; 2025Q2: 148,874 shares; 2025Q3: 146,591 shares; 2025Q4: 145,644 shares; 2026Q1: 145,651 shares; 2026Q2: 146,986 shares 146,986$12.7M0.31%+1,335Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,347 shares; 2024Q4: 11,668 shares; 2025Q1: 11,661 shares; 2025Q2: 11,483 shares; 2025Q3: 11,324 shares; 2025Q4: 10,797 shares; 2026Q1: 15,583 shares; 2026Q2: 16,960 shares 16,960$12.7M0.31%+1,377Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,632 shares; 2024Q4: 8,056 shares; 2025Q1: 8,250 shares; 2025Q2: 122,457 shares; 2025Q3: 123,709 shares; 2025Q4: 123,401 shares; 2026Q1: 124,962 shares; 2026Q2: 126,470 shares 126,470$11.6M0.28%+1,508Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,431 shares; 2024Q4: 44,021 shares; 2025Q1: 44,693 shares; 2025Q2: 44,312 shares; 2025Q3: 43,873 shares; 2025Q4: 45,554 shares; 2026Q1: 44,799 shares; 2026Q2: 42,574 shares 42,574$11.5M0.28%-2,225Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,095 shares; 2025Q1: 16,762 shares; 2025Q2: 16,797 shares; 2025Q3: 16,643 shares; 2025Q4: 16,673 shares; 2026Q1: 16,968 shares; 2026Q2: 43,272 shares 43,272$11.4M0.28%+26,304Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,731 shares; 2024Q4: 229,793 shares; 2025Q1: 225,354 shares; 2025Q2: 223,871 shares; 2025Q3: 219,165 shares; 2025Q4: 217,053 shares; 2026Q1: 213,017 shares; 2026Q2: 209,266 shares 209,266$11.2M0.27%-3,751Timeline
TPYPTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291,645 shares; 2025Q3: 282,156 shares; 2025Q4: 277,932 shares; 2026Q1: 277,382 shares; 2026Q2: 266,738 shares 266,738$11.2M0.27%-10,644Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,530 shares; 2024Q4: 168,412 shares; 2025Q1: 173,601 shares; 2025Q2: 177,596 shares; 2025Q3: 175,254 shares; 2025Q4: 170,331 shares; 2026Q1: 169,832 shares; 2026Q2: 164,793 shares 164,793$10.9M0.27%-5,039Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,636 shares; 2024Q4: 60,299 shares; 2025Q1: 59,934 shares; 2025Q2: 59,414 shares; 2025Q3: 58,985 shares; 2025Q4: 59,351 shares; 2026Q1: 59,058 shares; 2026Q2: 58,546 shares 58,546$10.8M0.26%-512Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,540 shares; 2024Q4: 99,208 shares; 2025Q1: 104,135 shares; 2025Q2: 109,166 shares; 2025Q3: 113,133 shares; 2025Q4: 114,718 shares; 2026Q1: 117,198 shares; 2026Q2: 119,892 shares 119,892$10.6M0.26%+2,694Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 4,544 shares; 2025Q4: 4,754 shares; 2026Q1: 4,968 shares; 2026Q2: 5,160 shares 5,160$10.3M0.25%+192Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,254 shares; 2024Q4: 45,262 shares; 2025Q1: 43,838 shares; 2025Q2: 44,708 shares; 2025Q3: 45,364 shares; 2025Q4: 43,520 shares; 2026Q1: 43,838 shares; 2026Q2: 44,078 shares 44,078$10.1M0.25%+240Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,778 shares; 2024Q4: 97,921 shares; 2025Q1: 99,175 shares; 2025Q2: 97,501 shares; 2025Q3: 96,929 shares; 2025Q4: 96,457 shares; 2026Q1: 98,103 shares; 2026Q2: 98,238 shares 98,238$10.1M0.25%+135Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,142 shares; 2024Q4: 107,031 shares; 2025Q1: 103,645 shares; 2025Q2: 103,014 shares; 2025Q3: 99,625 shares; 2025Q4: 193,400 shares; 2026Q1: 186,572 shares; 2026Q2: 187,335 shares 187,335$9.95M0.24%+763Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,402 shares; 2024Q4: 89,882 shares; 2025Q1: 86,966 shares; 2025Q2: 85,362 shares; 2025Q3: 79,525 shares; 2025Q4: 81,548 shares; 2026Q1: 79,448 shares; 2026Q2: 76,140 shares 76,140$9.78M0.24%-3,308Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,487 shares; 2024Q4: 171,226 shares; 2025Q1: 171,113 shares; 2025Q2: 163,420 shares; 2025Q3: 164,089 shares; 2025Q4: 165,473 shares; 2026Q1: 166,998 shares; 2026Q2: 161,394 shares 161,394$9.75M0.24%-5,604Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,628 shares; 2024Q4: 72,670 shares; 2025Q1: 73,945 shares; 2025Q2: 73,874 shares; 2025Q3: 74,642 shares; 2025Q4: 74,153 shares; 2026Q1: 76,772 shares; 2026Q2: 77,534 shares 77,534$9.65M0.23%+762Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,441 shares; 2025Q3: 93,446 shares; 2025Q4: 92,630 shares; 2026Q1: 94,314 shares; 2026Q2: 95,608 shares 95,608$9.49M0.23%+1,294Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,931 shares; 2024Q4: 26,080 shares; 2025Q1: 26,488 shares; 2025Q2: 24,311 shares; 2025Q3: 24,128 shares; 2025Q4: 24,155 shares; 2026Q1: 139,505 shares; 2026Q2: 145,988 shares 145,988$9.18M0.22%+6,483Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,546 shares; 2024Q4: 13,516 shares; 2025Q1: 12,968 shares; 2025Q2: 12,968 shares; 2025Q3: 12,968 shares; 2025Q4: 13,070 shares; 2026Q1: 13,070 shares; 2026Q2: 12,968 shares 12,968$9.12M0.22%-102Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,617 shares; 2024Q4: 92,960 shares; 2025Q1: 94,372 shares; 2025Q2: 90,824 shares; 2025Q3: 88,818 shares; 2025Q4: 86,336 shares; 2026Q1: 81,457 shares; 2026Q2: 79,560 shares 79,560$9.01M0.22%-1,897Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,374 shares; 2024Q4: 68,457 shares; 2025Q1: 67,593 shares; 2025Q2: 67,270 shares; 2025Q3: 66,878 shares; 2025Q4: 66,290 shares; 2026Q1: 64,378 shares; 2026Q2: 62,312 shares 62,312$8.92M0.22%-2,066Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,385 shares; 2024Q4: 10,916 shares; 2025Q1: 10,469 shares; 2025Q2: 10,744 shares; 2025Q3: 10,688 shares; 2025Q4: 10,980 shares; 2026Q1: 12,043 shares; 2026Q2: 12,043 shares 12,043$8.87M0.22%0Timeline
PSIXPOWER SOLUTIONS INTL INCQuarterly 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: 220,000 shares; 2025Q4: 220,000 shares; 2026Q1: 220,000 shares; 2026Q2: 220,000 shares 220,000$8.56M0.21%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,535 shares; 2024Q4: 118,861 shares; 2025Q1: 108,707 shares; 2025Q2: 99,550 shares; 2025Q3: 64,899 shares; 2025Q4: 64,025 shares; 2026Q1: 62,928 shares; 2026Q2: 58,809 shares 58,809$8.21M0.2%-4,119Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 373 shares; 2025Q2: 573 shares; 2025Q3: 558 shares; 2025Q4: 10,322 shares; 2026Q1: 10,516 shares; 2026Q2: 10,810 shares 10,810$8.17M0.2%+294Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,986 shares; 2024Q4: 5,630 shares; 2025Q1: 6,641 shares; 2025Q2: 7,506 shares; 2025Q3: 7,658 shares; 2025Q4: 18,075 shares; 2026Q1: 18,684 shares; 2026Q2: 19,293 shares 19,293$8.11M0.2%+609Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,173 shares; 2024Q4: 26,966 shares; 2025Q1: 26,361 shares; 2025Q2: 26,014 shares; 2025Q3: 25,705 shares; 2025Q4: 25,462 shares; 2026Q1: 25,376 shares; 2026Q2: 24,681 shares 24,681$7.77M0.19%-695Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,131 shares; 2024Q4: 95,745 shares; 2025Q1: 91,253 shares; 2025Q2: 84,101 shares; 2025Q3: 80,173 shares; 2025Q4: 79,163 shares; 2026Q1: 80,210 shares; 2026Q2: 78,104 shares 78,104$7.53M0.18%-2,106Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,855 shares; 2024Q4: 90,335 shares; 2025Q1: 88,538 shares; 2025Q2: 86,430 shares; 2025Q3: 82,559 shares; 2025Q4: 77,493 shares; 2026Q1: 75,031 shares; 2026Q2: 72,055 shares 72,055$7.36M0.18%-2,976Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,059 shares; 2024Q4: 91,991 shares; 2025Q1: 89,980 shares; 2025Q2: 88,942 shares; 2025Q3: 88,626 shares; 2025Q4: 88,697 shares; 2026Q1: 83,760 shares; 2026Q2: 78,665 shares 78,665$7.14M0.17%-5,095Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,401 shares; 2024Q4: 54,435 shares; 2025Q1: 54,074 shares; 2025Q2: 54,973 shares; 2025Q3: 62,958 shares; 2025Q4: 67,351 shares; 2026Q1: 70,573 shares; 2026Q2: 70,437 shares 70,437$6.8M0.16%-136Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,471 shares; 2024Q4: 40,450 shares; 2025Q1: 40,507 shares; 2025Q2: 40,937 shares; 2025Q3: 40,900 shares; 2025Q4: 41,176 shares; 2026Q1: 40,960 shares; 2026Q2: 40,954 shares 40,954$6.5M0.16%-6Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,177 shares; 2025Q2: 81,013 shares; 2025Q3: 81,342 shares; 2025Q4: 81,812 shares; 2026Q1: 84,739 shares; 2026Q2: 87,421 shares 87,421$6.31M0.15%+2,682Timeline
DELLDELL TECHNOLOGIES INCQuarterly 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: 14,614 shares 14,614$6.31M0.15%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,314 shares; 2024Q4: 16,271 shares; 2025Q1: 15,674 shares; 2025Q2: 15,311 shares; 2025Q3: 15,171 shares; 2025Q4: 17,015 shares; 2026Q1: 16,930 shares; 2026Q2: 15,141 shares 15,141$6.29M0.15%-1,789Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,466 shares; 2024Q4: 44,758 shares; 2025Q1: 47,507 shares; 2025Q2: 47,277 shares; 2025Q3: 50,019 shares; 2025Q4: 46,571 shares; 2026Q1: 39,545 shares; 2026Q2: 39,545 shares 39,545$6.25M0.15%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,478 shares; 2025Q3: 3,547 shares; 2025Q4: 6,290 shares; 2026Q1: 6,277 shares; 2026Q2: 51,195 shares 51,195$6.12M0.15%+44,918Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,304 shares; 2024Q4: 71,354 shares; 2025Q1: 106,270 shares; 2025Q2: 106,846 shares; 2025Q3: 117,085 shares; 2025Q4: 109,483 shares; 2026Q1: 82,706 shares; 2026Q2: 76,922 shares 76,922$5.93M0.14%-5,784Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,135 shares; 2024Q4: 20,877 shares; 2025Q1: 20,276 shares; 2025Q2: 20,206 shares; 2025Q3: 20,746 shares; 2025Q4: 21,784 shares; 2026Q1: 21,537 shares; 2026Q2: 21,004 shares 21,004$5.91M0.14%-533Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810 shares; 2024Q4: 17,405 shares; 2025Q1: 17,150 shares; 2025Q2: 16,388 shares; 2025Q3: 15,587 shares; 2025Q4: 15,728 shares; 2026Q1: 15,401 shares; 2026Q2: 14,980 shares 14,980$5.28M0.13%-421Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,848 shares; 2024Q4: 21,044 shares; 2025Q1: 20,455 shares; 2025Q2: 18,875 shares; 2025Q3: 17,642 shares; 2025Q4: 17,592 shares; 2026Q1: 17,195 shares; 2026Q2: 16,771 shares 16,771$5.25M0.13%-424Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,900 shares; 2024Q4: 26,418 shares; 2025Q1: 25,969 shares; 2025Q2: 25,373 shares; 2025Q3: 24,923 shares; 2025Q4: 24,963 shares; 2026Q1: 24,523 shares; 2026Q2: 23,596 shares 23,596$5.21M0.13%-927Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,767 shares; 2024Q4: 11,538 shares; 2025Q1: 11,851 shares; 2025Q2: 11,848 shares; 2025Q3: 11,894 shares; 2025Q4: 11,943 shares; 2026Q1: 11,512 shares; 2026Q2: 11,503 shares 11,503$4.9M0.12%-9Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,151 shares; 2024Q4: 64,896 shares; 2025Q1: 58,422 shares; 2025Q2: 54,818 shares; 2025Q3: 57,917 shares; 2025Q4: 54,039 shares; 2026Q1: 54,619 shares; 2026Q2: 55,060 shares 55,060$4.83M0.12%+441Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,041 shares; 2024Q4: 15,462 shares; 2025Q1: 14,875 shares; 2025Q2: 15,702 shares; 2025Q3: 15,299 shares; 2025Q4: 15,223 shares; 2026Q1: 14,196 shares; 2026Q2: 13,966 shares 13,966$4.79M0.12%-230Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,922 shares; 2024Q4: 18,623 shares; 2025Q1: 18,623 shares; 2025Q2: 18,288 shares; 2025Q3: 18,305 shares; 2025Q4: 18,213 shares; 2026Q1: 18,213 shares; 2026Q2: 18,403 shares 18,403$4.46M0.11%+190Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,340 shares; 2025Q1: 1,406 shares; 2025Q2: 1,414 shares; 2025Q3: 1,487 shares; 2025Q4: 1,507 shares; 2026Q1: 27,135 shares; 2026Q2: 27,964 shares 27,964$4.38M0.11%+829Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,266 shares; 2024Q4: 9,278 shares; 2025Q1: 10,566 shares; 2025Q2: 9,752 shares; 2025Q3: 9,643 shares; 2025Q4: 9,671 shares; 2026Q1: 8,814 shares; 2026Q2: 8,465 shares 8,465$4.31M0.1%-349Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,828 shares; 2024Q4: 7,215 shares; 2025Q1: 7,585 shares; 2025Q2: 7,392 shares; 2025Q3: 7,407 shares; 2025Q4: 7,424 shares; 2026Q1: 7,091 shares; 2026Q2: 6,789 shares 6,789$4.31M0.1%-302Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,286 shares; 2024Q4: 11,123 shares; 2025Q1: 11,402 shares; 2025Q2: 11,266 shares; 2025Q3: 11,447 shares; 2025Q4: 11,586 shares; 2026Q1: 11,405 shares; 2026Q2: 11,478 shares 11,478$4.29M0.1%+73Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,255 shares; 2025Q1: 9,672 shares; 2025Q2: 9,672 shares; 2025Q3: 9,775 shares; 2025Q4: 10,239 shares; 2026Q1: 9,634 shares; 2026Q2: 9,471 shares 9,471$4.1M0.1%-163Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,773 shares; 2024Q4: 18,648 shares; 2025Q1: 18,177 shares; 2025Q2: 18,154 shares; 2025Q3: 18,107 shares; 2025Q4: 17,948 shares; 2026Q1: 17,893 shares; 2026Q2: 17,729 shares 17,729$3.97M0.1%-164Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,855 shares; 2024Q4: 4,797 shares; 2025Q1: 4,772 shares; 2025Q2: 4,963 shares; 2025Q3: 4,087 shares; 2025Q4: 7,368 shares; 2026Q1: 7,290 shares; 2026Q2: 45,024 shares 45,024$3.88M0.09%+37,734Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,398 shares; 2024Q4: 42,298 shares; 2025Q1: 43,071 shares; 2025Q2: 41,971 shares; 2025Q3: 44,365 shares; 2025Q4: 45,640 shares; 2026Q1: 44,559 shares; 2026Q2: 42,478 shares 42,478$3.45M0.08%-2,081Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 2,821 shares; 2025Q1: 2,885 shares; 2025Q2: 2,870 shares; 2025Q3: 2,886 shares; 2025Q4: 2,993 shares; 2026Q1: 2,901 shares; 2026Q2: 2,933 shares 2,933$3.45M0.08%+32Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,241 shares; 2024Q4: 29,734 shares; 2025Q1: 28,246 shares; 2025Q2: 29,826 shares; 2025Q3: 33,414 shares; 2025Q4: 37,828 shares; 2026Q1: 41,345 shares; 2026Q2: 41,369 shares 41,369$3.43M0.08%+24Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,762 shares; 2024Q4: 12,597 shares; 2025Q1: 12,689 shares; 2025Q2: 12,336 shares; 2025Q3: 12,369 shares; 2025Q4: 12,336 shares; 2026Q1: 12,328 shares; 2026Q2: 12,378 shares 12,378$3.16M0.08%+50Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,604 shares; 2025Q3: 7,602 shares; 2025Q4: 15,204 shares; 2026Q1: 15,158 shares; 2026Q2: 16,155 shares 16,155$3.08M0.07%+997Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,297 shares; 2024Q4: 18,788 shares; 2025Q1: 18,108 shares; 2025Q2: 18,567 shares; 2025Q3: 21,613 shares; 2025Q4: 23,067 shares; 2026Q1: 20,885 shares; 2026Q2: 20,299 shares 20,299$3.01M0.07%-586Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,539 shares; 2024Q4: 9,545 shares; 2025Q1: 9,567 shares; 2025Q2: 9,532 shares; 2025Q3: 9,565 shares; 2025Q4: 9,525 shares; 2026Q1: 9,411 shares; 2026Q2: 9,023 shares 9,023$2.99M0.07%-388Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,081 shares; 2024Q4: 39,042 shares; 2025Q1: 37,245 shares; 2025Q2: 37,095 shares; 2025Q3: 36,081 shares; 2025Q4: 36,349 shares; 2026Q1: 36,868 shares; 2026Q2: 36,654 shares 36,654$2.8M0.07%-214Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,224 shares; 2024Q4: 17,190 shares; 2025Q1: 16,846 shares; 2025Q2: 16,588 shares; 2025Q3: 16,288 shares; 2025Q4: 16,965 shares; 2026Q1: 16,304 shares; 2026Q2: 16,048 shares 16,048$2.79M0.07%-256Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,155 shares; 2024Q4: 3,992 shares; 2025Q1: 4,301 shares; 2025Q2: 4,738 shares; 2025Q3: 5,367 shares; 2025Q4: 5,482 shares; 2026Q1: 4,785 shares; 2026Q2: 4,717 shares 4,717$2.74M0.07%-68Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,715 shares; 2024Q4: 7,469 shares; 2025Q1: 7,493 shares; 2025Q2: 7,127 shares; 2025Q3: 7,060 shares; 2025Q4: 7,224 shares; 2026Q1: 9,572 shares; 2026Q2: 9,409 shares 9,409$2.56M0.06%-163Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,176 shares; 2024Q4: 37,294 shares; 2025Q1: 34,871 shares; 2025Q2: 34,626 shares; 2025Q3: 34,194 shares; 2025Q4: 34,585 shares; 2026Q1: 32,903 shares; 2026Q2: 30,000 shares 30,000$2.51M0.06%-2,903Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,856 shares; 2024Q4: 66,255 shares; 2025Q1: 67,211 shares; 2025Q2: 67,224 shares; 2025Q3: 66,989 shares; 2025Q4: 19,002 shares; 2026Q1: 17,104 shares; 2026Q2: 16,286 shares 16,286$2.46M0.06%-818Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,388 shares; 2024Q4: 25,854 shares; 2025Q1: 25,298 shares; 2025Q2: 25,162 shares; 2025Q3: 24,378 shares; 2025Q4: 24,336 shares; 2026Q1: 21,982 shares; 2026Q2: 21,797 shares 21,797$2.4M0.06%-185Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,259 shares; 2024Q4: 27,211 shares; 2025Q1: 26,882 shares; 2025Q2: 24,083 shares; 2025Q3: 21,403 shares; 2025Q4: 22,113 shares; 2026Q1: 22,041 shares; 2026Q2: 22,468 shares 22,468$2.33M0.06%+427Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,702 shares; 2024Q4: 3,083 shares; 2025Q1: 2,938 shares; 2025Q2: 2,640 shares; 2025Q3: 2,651 shares; 2025Q4: 2,580 shares; 2026Q1: 2,498 shares; 2026Q2: 2,453 shares 2,453$2.29M0.06%-45Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,571 shares; 2024Q4: 26,550 shares; 2025Q1: 26,623 shares; 2025Q2: 26,917 shares; 2025Q3: 26,897 shares; 2025Q4: 27,208 shares; 2026Q1: 26,777 shares; 2026Q2: 26,712 shares 26,712$2.22M0.05%-65Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,865 shares; 2024Q4: 48,777 shares; 2025Q1: 47,299 shares; 2025Q2: 45,570 shares; 2025Q3: 43,747 shares; 2025Q4: 43,691 shares; 2026Q1: 41,381 shares; 2026Q2: 40,842 shares 40,842$2.17M0.05%-539Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,582 shares; 2024Q4: 214,069 shares; 2025Q1: 214,132 shares; 2025Q2: 46,006 shares; 2025Q3: 44,345 shares; 2025Q4: 41,830 shares; 2026Q1: 39,239 shares; 2026Q2: 37,053 shares 37,053$2.13M0.05%-2,186Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,798 shares; 2024Q4: 40,692 shares; 2025Q1: 40,323 shares; 2025Q2: 39,398 shares; 2025Q3: 36,356 shares; 2025Q4: 39,176 shares; 2026Q1: 37,226 shares; 2026Q2: 37,240 shares 37,240$2.12M0.05%+14Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,165 shares; 2024Q4: 15,998 shares; 2025Q1: 15,983 shares; 2025Q2: 13,031 shares; 2025Q3: 13,064 shares; 2025Q4: 13,038 shares; 2026Q1: 12,513 shares; 2026Q2: 12,874 shares 12,874$2.08M0.05%+361Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,999 shares; 2024Q4: 54,033 shares; 2025Q1: 54,077 shares; 2025Q2: 53,968 shares; 2025Q3: 55,093 shares; 2025Q4: 51,772 shares; 2026Q1: 49,383 shares; 2026Q2: 48,386 shares 48,386$2.05M0.05%-997Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,513 shares; 2025Q1: 2,467 shares; 2025Q2: 2,389 shares; 2025Q3: 2,283 shares; 2025Q4: 2,257 shares; 2026Q1: 2,221 shares; 2026Q2: 2,097 shares 2,097$2.02M0.05%-124Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,554 shares; 2024Q4: 22,496 shares; 2025Q1: 17,855 shares; 2025Q2: 15,466 shares; 2025Q3: 14,206 shares; 2025Q4: 16,466 shares; 2026Q1: 20,697 shares; 2026Q2: 27,461 shares 27,461$1.96M0.05%+6,764Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,733 shares; 2024Q4: 6,705 shares; 2025Q1: 7,251 shares; 2025Q2: 7,199 shares; 2025Q3: 7,212 shares; 2025Q4: 7,390 shares; 2026Q1: 7,390 shares; 2026Q2: 7,632 shares 7,632$1.95M0.05%+242Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,149 shares; 2024Q4: 5,894 shares; 2025Q1: 6,080 shares; 2025Q2: 6,084 shares; 2025Q3: 6,075 shares; 2025Q4: 6,104 shares; 2026Q1: 6,103 shares; 2026Q2: 6,166 shares 6,166$1.94M0.05%+63Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,266 shares; 2024Q4: 6,129 shares; 2025Q1: 6,157 shares; 2025Q2: 5,968 shares; 2025Q3: 5,931 shares; 2025Q4: 5,927 shares; 2026Q1: 5,569 shares; 2026Q2: 5,515 shares 5,515$1.87M0.05%-54Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,920 shares; 2024Q4: 29,786 shares; 2025Q1: 25,870 shares; 2025Q2: 25,710 shares; 2025Q3: 40,282 shares; 2025Q4: 40,072 shares; 2026Q1: 39,767 shares; 2026Q2: 39,013 shares 39,013$1.85M0.04%-754Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,872 shares; 2024Q4: 4,079 shares; 2025Q1: 4,123 shares; 2025Q2: 4,123 shares; 2025Q3: 4,193 shares; 2025Q4: 4,264 shares; 2026Q1: 4,122 shares; 2026Q2: 4,883 shares 4,883$1.8M0.04%+761Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,664 shares; 2024Q4: 132,097 shares; 2025Q1: 130,379 shares; 2025Q2: 129,708 shares; 2025Q3: 126,511 shares; 2025Q4: 117,257 shares; 2026Q1: 92,170 shares; 2026Q2: 69,188 shares 69,188$1.77M0.04%-22,982Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,045 shares; 2024Q4: 16,348 shares; 2025Q1: 17,016 shares; 2025Q2: 16,850 shares; 2025Q3: 19,207 shares; 2025Q4: 22,895 shares; 2026Q1: 21,524 shares; 2026Q2: 20,957 shares 20,957$1.73M0.04%-567Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,112 shares; 2024Q4: 31,112 shares; 2025Q1: 31,112 shares; 2025Q2: 31,112 shares; 2025Q3: 31,112 shares; 2025Q4: 31,112 shares; 2026Q1: 31,165 shares; 2026Q2: 31,134 shares 31,134$1.71M0.04%-31Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,169 shares; 2024Q4: 6,273 shares; 2025Q1: 6,518 shares; 2025Q2: 6,732 shares; 2025Q3: 6,958 shares; 2025Q4: 7,074 shares; 2026Q1: 6,717 shares; 2026Q2: 7,789 shares 7,789$1.69M0.04%+1,072Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,944 shares; 2024Q4: 8,771 shares; 2025Q1: 9,284 shares; 2025Q2: 9,193 shares; 2025Q3: 9,313 shares; 2025Q4: 9,165 shares; 2026Q1: 8,414 shares; 2026Q2: 7,966 shares 7,966$1.67M0.04%-448Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,395 shares; 2024Q4: 6,448 shares; 2025Q1: 6,207 shares; 2025Q2: 6,154 shares; 2025Q3: 6,255 shares; 2025Q4: 6,184 shares; 2026Q1: 6,113 shares; 2026Q2: 6,121 shares 6,121$1.66M0.04%+8Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,236 shares; 2024Q4: 43,713 shares; 2025Q1: 35,922 shares; 2025Q2: 34,996 shares; 2025Q3: 34,041 shares; 2025Q4: 35,027 shares; 2026Q1: 36,496 shares; 2026Q2: 32,569 shares 32,569$1.65M0.04%-3,927Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 4,178 shares; 2026Q1: 4,079 shares; 2026Q2: 4,079 shares 4,079$1.62M0.04%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,684 shares; 2026Q1: 1,639 shares; 2026Q2: 1,639 shares 1,639$1.58M0.04%0Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,285 shares; 2024Q4: 15,266 shares; 2025Q1: 8,547 shares; 2025Q2: 8,547 shares; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares; 2026Q1: 8,223 shares; 2026Q2: 8,223 shares 8,223$1.56M0.04%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,227 shares; 2024Q4: 15,124 shares; 2025Q1: 15,069 shares; 2025Q2: 15,132 shares; 2025Q3: 15,132 shares; 2025Q4: 30,728 shares; 2026Q1: 30,598 shares; 2026Q2: 29,770 shares 29,770$1.51M0.04%-828Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 6,250 shares; 2025Q2: 6,248 shares; 2025Q3: 5,931 shares; 2025Q4: 6,485 shares; 2026Q1: 6,226 shares; 2026Q2: 6,382 shares 6,382$1.51M0.04%+156Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,795 shares; 2025Q4: 1,809 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810$1.44M0.03%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,388 shares; 2024Q4: 52,605 shares; 2025Q1: 37,261 shares; 2025Q2: 35,701 shares; 2025Q3: 36,936 shares; 2025Q4: 40,278 shares; 2026Q1: 38,313 shares; 2026Q2: 38,295 shares 38,295$1.41M0.03%-18Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,785 shares; 2024Q4: 19,651 shares; 2025Q1: 20,067 shares; 2025Q2: 20,710 shares; 2025Q3: 20,316 shares; 2025Q4: 23,318 shares; 2026Q1: 25,082 shares; 2026Q2: 23,325 shares 23,325$1.39M0.03%-1,757Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,199 shares; 2024Q4: 8,259 shares; 2025Q1: 8,360 shares; 2025Q2: 8,259 shares; 2025Q3: 9,993 shares; 2025Q4: 9,954 shares; 2026Q1: 24,184 shares; 2026Q2: 23,097 shares 23,097$1.3M0.03%-1,087Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,892 shares; 2024Q4: 18,392 shares; 2025Q1: 18,408 shares; 2025Q2: 18,478 shares; 2025Q3: 17,985 shares; 2025Q4: 18,685 shares; 2026Q1: 17,454 shares; 2026Q2: 16,966 shares 16,966$1.3M0.03%-488Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,430 shares 8,430$1.27M0.03%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 618 shares; 2025Q4: 612 shares; 2026Q1: 611 shares; 2026Q2: 930 shares 930$1.27M0.03%+319Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,076 shares; 2024Q4: 8,769 shares; 2025Q1: 8,156 shares; 2025Q2: 8,034 shares; 2025Q3: 8,423 shares; 2025Q4: 9,037 shares; 2026Q1: 8,910 shares; 2026Q2: 8,817 shares 8,817$1.21M0.03%-93Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,823 shares; 2024Q4: 39,282 shares; 2025Q1: 39,904 shares; 2025Q2: 39,134 shares; 2025Q3: 49,628 shares; 2025Q4: 51,137 shares; 2026Q1: 17,865 shares; 2026Q2: 5,778 shares 5,778$1.18M0.03%-12,087Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,497 shares; 2024Q4: 82,700 shares; 2025Q1: 82,835 shares; 2025Q2: 97,660 shares; 2025Q3: 105,182 shares; 2025Q4: 101,141 shares; 2026Q1: 87,264 shares; 2026Q2: 56,487 shares 56,487$1.17M0.03%-30,777Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,653 shares; 2024Q4: 11,766 shares; 2025Q1: 11,815 shares; 2025Q2: 12,474 shares; 2025Q3: 13,746 shares; 2025Q4: 14,579 shares; 2026Q1: 13,181 shares; 2026Q2: 12,197 shares 12,197$1.17M0.03%-984Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,754 shares; 2024Q4: 6,881 shares; 2025Q1: 6,961 shares; 2025Q2: 6,122 shares; 2025Q3: 5,751 shares; 2025Q4: 5,795 shares; 2026Q1: 5,440 shares; 2026Q2: 5,111 shares 5,111$1.16M0.03%-329Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,917 shares; 2024Q4: 21,917 shares; 2025Q1: 21,917 shares; 2025Q2: 21,917 shares; 2025Q3: 21,917 shares; 2025Q4: 26,077 shares; 2026Q1: 26,501 shares; 2026Q2: 26,130 shares 26,130$1.16M0.03%-371Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,801 shares; 2024Q4: 7,827 shares; 2025Q1: 7,827 shares; 2025Q2: 7,827 shares; 2025Q3: 7,757 shares; 2025Q4: 7,757 shares; 2026Q1: 7,757 shares; 2026Q2: 7,765 shares 7,765$1.13M0.03%+8Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,956 shares; 2024Q4: 6,969 shares; 2025Q1: 6,969 shares; 2025Q2: 7,265 shares; 2025Q3: 7,286 shares; 2025Q4: 7,265 shares; 2026Q1: 8,713 shares; 2026Q2: 8,713 shares 8,713$1.02M0.02%0Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,273 shares; 2024Q4: 12,753 shares; 2025Q1: 13,242 shares; 2025Q2: 13,310 shares; 2025Q3: 11,264 shares; 2025Q4: 10,890 shares; 2026Q1: 9,368 shares; 2026Q2: 9,053 shares 9,053$1.02M0.02%-315Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,415 shares; 2024Q4: 80,139 shares; 2025Q1: 81,090 shares; 2025Q2: 80,028 shares; 2025Q3: 81,239 shares; 2025Q4: 81,659 shares; 2026Q1: 83,434 shares; 2026Q2: 13,333 shares 13,333$1.01M0.02%-70,101Timeline
GRMNGARMIN LTDQuarterly 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: 9,844 shares; 2026Q1: 9,319 shares; 2026Q2: 4,243 shares 4,243$1.01M0.02%-5,076Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,077 shares; 2025Q2: 6,026 shares; 2025Q3: 6,026 shares; 2025Q4: 6,249 shares; 2026Q1: 5,849 shares; 2026Q2: 5,600 shares 5,600$990K0.02%-249Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 2,229 shares; 2025Q1: 2,152 shares; 2025Q2: 1,998 shares; 2025Q3: 1,887 shares; 2025Q4: 1,834 shares; 2026Q1: 1,734 shares; 2026Q2: 1,701 shares 1,701$981K0.02%-33Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,338 shares; 2025Q1: 2,278 shares; 2025Q2: 1,590 shares; 2025Q3: 1,574 shares; 2025Q4: 1,593 shares; 2026Q1: 1,407 shares; 2026Q2: 1,360 shares 1,360$979K0.02%-47Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 857 shares; 2025Q4: 3,057 shares; 2026Q1: 3,057 shares; 2026Q2: 3,246 shares 3,246$971K0.02%+189Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,602 shares; 2024Q4: 3,575 shares; 2025Q1: 3,567 shares; 2025Q2: 3,324 shares; 2025Q3: 3,339 shares; 2025Q4: 3,324 shares; 2026Q1: 3,343 shares; 2026Q2: 3,326 shares 3,326$967K0.02%-17Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,096 shares; 2024Q4: 12,013 shares; 2025Q1: 12,013 shares; 2025Q2: 11,897 shares; 2025Q3: 11,897 shares; 2025Q4: 11,554 shares; 2026Q1: 11,554 shares; 2026Q2: 11,431 shares 11,431$957K0.02%-123Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,279 shares; 2024Q4: 12,279 shares; 2025Q1: 12,279 shares; 2025Q2: 13,261 shares; 2025Q3: 13,246 shares; 2025Q4: 14,184 shares; 2026Q1: 13,352 shares; 2026Q2: 11,563 shares 11,563$951K0.02%-1,789Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,791 shares; 2024Q4: 2,617 shares; 2025Q1: 2,466 shares; 2025Q2: 2,579 shares; 2025Q3: 2,224 shares; 2025Q4: 2,193 shares; 2026Q1: 2,751 shares; 2026Q2: 2,718 shares 2,718$932K0.02%-33Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,863 shares; 2024Q4: 10,310 shares; 2025Q1: 9,827 shares; 2025Q2: 9,777 shares; 2025Q3: 9,544 shares; 2025Q4: 9,369 shares; 2026Q1: 9,369 shares; 2026Q2: 9,334 shares 9,334$917K0.02%-35Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,065 shares; 2024Q4: 7,096 shares; 2025Q1: 7,177 shares; 2025Q2: 7,178 shares; 2025Q3: 7,180 shares; 2025Q4: 7,550 shares; 2026Q1: 7,549 shares; 2026Q2: 7,642 shares 7,642$896K0.02%+93Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,597 shares; 2024Q4: 17,442 shares; 2025Q1: 17,471 shares; 2025Q2: 15,871 shares; 2025Q3: 15,543 shares; 2025Q4: 15,306 shares; 2026Q1: 13,766 shares; 2026Q2: 15,481 shares 15,481$895K0.02%+1,715Timeline
EFSCENTERPRISE FINL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 6,046 shares; 2025Q1: 16,684 shares; 2025Q2: 16,648 shares; 2025Q3: 16,548 shares; 2025Q4: 15,341 shares; 2026Q1: 15,241 shares; 2026Q2: 13,557 shares 13,557$893K0.02%-1,684Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,634 shares; 2024Q4: 47,041 shares; 2025Q1: 45,534 shares; 2025Q2: 39,017 shares; 2025Q3: 35,499 shares; 2025Q4: 35,347 shares; 2026Q1: 35,184 shares; 2026Q2: 34,641 shares 34,641$890K0.02%-543Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,699 shares; 2025Q1: 4,610 shares; 2025Q2: 3,717 shares; 2025Q3: 3,384 shares; 2025Q4: 3,263 shares; 2026Q1: 3,095 shares; 2026Q2: 3,078 shares 3,078$871K0.02%-17Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,510 shares; 2024Q4: 17,510 shares; 2025Q1: 17,510 shares; 2025Q2: 17,510 shares; 2025Q3: 17,510 shares; 2025Q4: 17,510 shares; 2026Q1: 17,510 shares; 2026Q2: 17,510 shares 17,510$863K0.02%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,017 shares; 2024Q4: 13,987 shares; 2025Q1: 14,023 shares; 2025Q2: 11,696 shares; 2025Q3: 11,726 shares; 2025Q4: 9,413 shares; 2026Q1: 8,699 shares; 2026Q2: 8,209 shares 8,209$853K0.02%-490Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,096 shares; 2024Q4: 25,646 shares; 2025Q1: 26,063 shares; 2025Q2: 25,656 shares; 2025Q3: 25,652 shares; 2025Q4: 25,634 shares; 2026Q1: 25,778 shares; 2026Q2: 26,024 shares 26,024$832K0.02%+246Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,673 shares; 2024Q4: 7,885 shares; 2025Q1: 7,562 shares; 2025Q2: 9,822 shares; 2025Q3: 9,769 shares; 2025Q4: 9,713 shares; 2026Q1: 9,189 shares; 2026Q2: 9,095 shares 9,095$823K0.02%-94Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares 1,272$815K0.02%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,037 shares; 2024Q4: 6,037 shares; 2025Q1: 6,037 shares; 2025Q2: 6,037 shares; 2025Q3: 6,037 shares; 2025Q4: 5,947 shares; 2026Q1: 5,947 shares; 2026Q2: 5,739 shares 5,739$784K0.02%-208Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,610 shares; 2024Q4: 6,582 shares; 2025Q1: 6,582 shares; 2025Q2: 6,695 shares; 2025Q3: 7,295 shares; 2025Q4: 7,283 shares; 2026Q1: 7,283 shares; 2026Q2: 7,283 shares 7,283$780K0.02%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,387 shares; 2025Q1: 5,386 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares; 2025Q4: 5,368 shares; 2026Q1: 4,696 shares; 2026Q2: 4,445 shares 4,445$780K0.02%-251Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,891 shares; 2024Q4: 2,891 shares; 2025Q1: 2,891 shares; 2025Q2: 2,891 shares; 2025Q3: 2,752 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,130 shares 2,130$779K0.02%-350Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,108 shares; 2024Q4: 15,307 shares; 2025Q1: 10,589 shares; 2025Q2: 9,616 shares; 2025Q3: 9,909 shares; 2025Q4: 9,909 shares; 2026Q1: 9,464 shares; 2026Q2: 8,894 shares 8,894$773K0.02%-570Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,093 shares; 2025Q2: 6,391 shares; 2025Q3: 5,872 shares; 2025Q4: 4,023 shares; 2026Q1: 3,574 shares; 2026Q2: 3,862 shares 3,862$763K0.02%+288Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,252 shares; 2025Q1: 3,265 shares; 2025Q2: 2,989 shares; 2025Q3: 2,835 shares; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares; 2026Q2: 3,127 shares 3,127$760K0.02%-13Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,205 shares; 2024Q4: 25,328 shares; 2025Q1: 8,164 shares; 2025Q2: 7,452 shares; 2025Q3: 7,347 shares; 2025Q4: 7,682 shares; 2026Q1: 6,363 shares; 2026Q2: 5,717 shares 5,717$747K0.02%-646Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,392 shares; 2024Q4: 15,641 shares; 2025Q1: 15,133 shares; 2025Q2: 14,783 shares; 2025Q3: 14,329 shares; 2025Q4: 15,161 shares; 2026Q1: 14,993 shares; 2026Q2: 14,769 shares 14,769$736K0.02%-224Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 1,946 shares; 2025Q1: 1,909 shares; 2025Q2: 2,349 shares; 2025Q3: 2,325 shares; 2025Q4: 2,336 shares; 2026Q1: 2,211 shares; 2026Q2: 8,912 shares 8,912$718K0.02%+6,701Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,138 shares; 2024Q4: 12,532 shares; 2025Q1: 10,799 shares; 2025Q2: 10,011 shares; 2025Q3: 9,822 shares; 2025Q4: 9,957 shares; 2026Q1: 9,790 shares; 2026Q2: 9,663 shares 9,663$709K0.02%-127Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,003 shares; 2024Q4: 34,003 shares; 2025Q1: 30,297 shares; 2025Q2: 28,207 shares; 2025Q3: 27,703 shares; 2025Q4: 27,203 shares; 2026Q1: 27,203 shares; 2026Q2: 27,337 shares 27,337$708K0.02%+134Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,835 shares; 2026Q1: 2,888 shares; 2026Q2: 2,859 shares 2,859$704K0.02%-29Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,026 shares; 2025Q4: 10,026 shares; 2026Q1: 10,026 shares; 2026Q2: 10,026 shares 10,026$697K0.02%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,656 shares; 2025Q1: 5,684 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares; 2026Q2: 4,184 shares 4,184$689K0.02%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 4,064 shares; 2025Q2: 4,066 shares; 2025Q3: 4,062 shares; 2025Q4: 4,353 shares; 2026Q1: 4,353 shares; 2026Q2: 4,060 shares 4,060$689K0.02%-293Timeline
GALSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,028 shares; 2025Q4: 13,028 shares; 2026Q1: 13,028 shares; 2026Q2: 13,028 shares 13,028$688K0.02%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,992 shares; 2024Q4: 3,833 shares; 2025Q1: 3,340 shares; 2025Q2: 3,201 shares; 2025Q3: 3,254 shares; 2025Q4: 3,249 shares; 2026Q1: 3,103 shares; 2026Q2: 3,078 shares 3,078$686K0.02%-25Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,890 shares; 2024Q4: 3,705 shares; 2025Q1: 4,094 shares; 2025Q2: 5,126 shares; 2025Q3: 6,691 shares; 2025Q4: 6,304 shares; 2026Q1: 6,009 shares; 2026Q2: 5,774 shares 5,774$679K0.02%-235Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,702 shares; 2024Q4: 3,702 shares; 2025Q1: 3,702 shares; 2025Q2: 3,702 shares; 2025Q3: 3,702 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares; 2026Q2: 3,026 shares 3,026$675K0.02%-371Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,607 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,731 shares; 2025Q4: 1,741 shares; 2026Q1: 1,731 shares; 2026Q2: 1,718 shares 1,718$664K0.02%-13Timeline
WATWATERS CORPQuarterly 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: 1,861 shares; 2026Q2: 1,768 shares 1,768$663K0.02%-93Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,549 shares; 2024Q4: 31,389 shares; 2025Q1: 27,367 shares; 2025Q2: 27,131 shares; 2025Q3: 24,181 shares; 2025Q4: 23,575 shares; 2026Q1: 23,151 shares; 2026Q2: 21,645 shares 21,645$660K0.02%-1,506Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,279 shares; 2025Q1: 18,270 shares; 2025Q2: 18,305 shares; 2025Q3: 18,738 shares; 2025Q4: 19,711 shares; 2026Q1: 19,326 shares; 2026Q2: 19,406 shares 19,406$646K0.02%+80Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 1,490 shares; 2025Q1: 1,451 shares; 2025Q2: 1,338 shares; 2025Q3: 1,194 shares; 2025Q4: 1,160 shares; 2026Q1: 1,054 shares; 2026Q2: 1,031 shares 1,031$643K0.02%-23Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,842 shares; 2024Q4: 6,623 shares; 2025Q1: 6,390 shares; 2025Q2: 6,111 shares; 2025Q3: 3,455 shares; 2025Q4: 4,086 shares; 2026Q1: 4,085 shares; 2026Q2: 3,757 shares 3,757$635K0.02%-328Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,393 shares; 2024Q4: 5,144 shares; 2025Q1: 5,565 shares; 2025Q2: 4,936 shares; 2025Q3: 5,144 shares; 2025Q4: 5,830 shares; 2026Q1: 4,854 shares; 2026Q2: 4,999 shares 4,999$633K0.02%+145Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,394 shares; 2024Q4: 216,054 shares; 2025Q1: 218,817 shares; 2025Q2: 21,885 shares; 2025Q3: 21,283 shares; 2025Q4: 19,979 shares; 2026Q1: 15,896 shares; 2026Q2: 15,311 shares 15,311$629K0.02%-585Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 491 shares; 2025Q1: 538 shares; 2025Q2: 480 shares; 2025Q3: 610 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 616 shares 616$603K0.01%+1Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,599 shares; 2024Q4: 7,172 shares; 2025Q1: 7,172 shares; 2025Q2: 7,172 shares; 2025Q3: 6,777 shares; 2025Q4: 6,108 shares; 2026Q1: 5,979 shares; 2026Q2: 5,419 shares 5,419$593K0.01%-560Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,030 shares; 2024Q4: 3,896 shares; 2025Q1: 3,881 shares; 2025Q2: 4,167 shares; 2025Q3: 3,211 shares; 2025Q4: 3,512 shares; 2026Q1: 3,274 shares; 2026Q2: 2,711 shares 2,711$591K0.01%-563Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,852 shares; 2024Q4: 9,266 shares; 2025Q1: 8,542 shares; 2025Q2: 6,677 shares; 2025Q3: 6,465 shares; 2025Q4: 6,484 shares; 2026Q1: 5,811 shares; 2026Q2: 5,702 shares 5,702$590K0.01%-109Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 1,432 shares; 2025Q1: 1,077 shares; 2025Q2: 1,615 shares; 2025Q3: 1,592 shares; 2025Q4: 1,597 shares; 2026Q1: 1,914 shares; 2026Q2: 1,930 shares 1,930$585K0.01%+16Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,546 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares; 2026Q2: 3,469 shares 3,469$570K0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 5,127 shares; 2025Q3: 5,989 shares; 2025Q4: 6,795 shares; 2026Q1: 6,793 shares; 2026Q2: 6,687 shares 6,687$566K0.01%-106Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,102 shares; 2024Q4: 11,695 shares; 2025Q1: 11,721 shares; 2025Q2: 10,802 shares; 2025Q3: 11,026 shares; 2025Q4: 12,339 shares; 2026Q1: 7,747 shares; 2026Q2: 7,216 shares 7,216$560K0.01%-531Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,022 shares; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 8,424 shares; 2025Q4: 8,424 shares; 2026Q1: 7,542 shares; 2026Q2: 6,524 shares 6,524$558K0.01%-1,018Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,058 shares; 2024Q4: 8,601 shares; 2025Q1: 9,571 shares; 2025Q2: 8,709 shares; 2025Q3: 11,533 shares; 2025Q4: 11,253 shares; 2026Q1: 10,849 shares; 2026Q2: 10,186 shares 10,186$552K0.01%-663Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,313 shares; 2024Q4: 5,449 shares; 2025Q1: 5,564 shares; 2025Q2: 5,434 shares; 2025Q3: 5,966 shares; 2025Q4: 5,690 shares; 2026Q1: 5,308 shares; 2026Q2: 4,929 shares 4,929$541K0.01%-379Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 553 shares; 2025Q1: 590 shares; 2025Q2: 697 shares; 2025Q3: 705 shares; 2025Q4: 7,232 shares; 2026Q1: 6,987 shares; 2026Q2: 7,512 shares 7,512$536K0.01%+525Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,067 shares; 2024Q4: 1,886 shares; 2025Q1: 1,820 shares; 2025Q2: 1,604 shares; 2025Q3: 1,462 shares; 2025Q4: 1,573 shares; 2026Q1: 1,421 shares; 2026Q2: 1,661 shares 1,661$529K0.01%+240Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 807 shares; 2025Q1: 812 shares; 2025Q2: 977 shares; 2025Q3: 1,009 shares; 2025Q4: 1,006 shares; 2026Q1: 1,002 shares; 2026Q2: 1,025 shares 1,025$522K0.01%+23Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,089 shares; 2024Q4: 5,812 shares; 2025Q1: 5,886 shares; 2025Q2: 2,940 shares; 2025Q3: 1,873 shares; 2025Q4: 2,096 shares; 2026Q1: 2,116 shares; 2026Q2: 3,404 shares 3,404$516K0.01%+1,288Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,277 shares; 2025Q1: 1,332 shares; 2025Q2: 1,768 shares; 2025Q3: 1,663 shares; 2025Q4: 1,706 shares; 2026Q1: 1,564 shares; 2026Q2: 1,558 shares 1,558$514K0.01%-6Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 3,582 shares; 2025Q1: 3,527 shares; 2025Q2: 4,088 shares; 2025Q3: 3,006 shares; 2025Q4: 2,451 shares; 2026Q1: 2,328 shares; 2026Q2: 2,328 shares 2,328$511K0.01%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,214 shares; 2026Q2: 7,214 shares 7,214$509K0.01%0Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000$508K0.01%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,807 shares; 2025Q3: 4,122 shares; 2025Q4: 4,074 shares; 2026Q1: 4,235 shares; 2026Q2: 4,342 shares 4,342$507K0.01%+107Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,201 shares; 2026Q1: 2,201 shares; 2026Q2: 2,179 shares 2,179$495K0.01%-22Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 4,970 shares; 2025Q3: 4,935 shares; 2025Q4: 6,082 shares; 2026Q1: 5,999 shares; 2026Q2: 5,989 shares 5,989$491K0.01%-10Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,235 shares; 2024Q4: 13,792 shares; 2025Q1: 14,522 shares; 2025Q2: 14,251 shares; 2025Q3: 14,516 shares; 2025Q4: 16,124 shares; 2026Q1: 13,630 shares; 2026Q2: 13,096 shares 13,096$484K0.01%-534Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,335 shares; 2024Q4: 4,325 shares; 2025Q1: 3,824 shares; 2025Q2: 3,456 shares; 2025Q3: 3,183 shares; 2025Q4: 3,855 shares; 2026Q1: 2,808 shares; 2026Q2: 2,708 shares 2,708$484K0.01%-100Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares; 2026Q1: 3,272 shares; 2026Q2: 3,272 shares 3,272$479K0.01%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,713 shares; 2025Q1: 1,773 shares; 2025Q2: 1,754 shares; 2025Q3: 1,711 shares; 2025Q4: 1,849 shares; 2026Q1: 1,736 shares; 2026Q2: 1,684 shares 1,684$473K0.01%-52Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares; 2025Q4: 6,446 shares; 2026Q1: 6,446 shares; 2026Q2: 6,700 shares 6,700$468K0.01%+254Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,954 shares; 2024Q4: 31,419 shares; 2025Q1: 30,106 shares; 2025Q2: 34,439 shares; 2025Q3: 35,540 shares; 2025Q4: 33,860 shares; 2026Q1: 33,360 shares; 2026Q2: 33,346 shares 33,346$464K0.01%-14Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,003 shares; 2024Q4: 4,766 shares; 2025Q1: 4,582 shares; 2025Q2: 4,601 shares; 2025Q3: 5,008 shares; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares; 2026Q2: 4,989 shares 4,989$455K0.01%-19Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,134 shares; 2024Q4: 7,160 shares; 2025Q1: 6,662 shares; 2025Q2: 6,419 shares; 2025Q3: 6,803 shares; 2025Q4: 6,563 shares; 2026Q1: 6,563 shares; 2026Q2: 6,563 shares 6,563$448K0.01%0Timeline
SUREADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000$447K0.01%0Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,287 shares; 2024Q4: 5,692 shares; 2025Q1: 5,719 shares; 2025Q2: 5,687 shares; 2025Q3: 6,636 shares; 2025Q4: 6,636 shares; 2026Q1: 5,800 shares; 2026Q2: 5,759 shares 5,759$439K0.01%-41Timeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500$438K0.01%0Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,209 shares; 2025Q1: 5,120 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,060 shares; 2026Q1: 5,018 shares; 2026Q2: 5,018 shares 5,018$432K0.01%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,888 shares; 2024Q4: 3,795 shares; 2025Q1: 4,159 shares; 2025Q2: 4,122 shares; 2025Q3: 3,973 shares; 2025Q4: 3,979 shares; 2026Q1: 3,377 shares; 2026Q2: 3,184 shares 3,184$431K0.01%-193Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,196 shares; 2025Q1: 1,161 shares; 2025Q2: 1,131 shares; 2025Q3: 1,110 shares; 2025Q4: 1,309 shares; 2026Q1: 1,089 shares; 2026Q2: 1,067 shares 1,067$429K0.01%-22Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 1,596 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares; 2026Q2: 1,773 shares 1,773$421K0.01%-1Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 3,817 shares; 2025Q1: 3,817 shares; 2025Q2: 2,897 shares; 2025Q3: 2,848 shares; 2025Q4: 2,848 shares; 2026Q1: 2,692 shares; 2026Q2: 2,692 shares 2,692$421K0.01%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 7,176 shares; 2026Q1: 5,575 shares; 2026Q2: 5,485 shares 5,485$414K0.01%-90Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 820 shares; 2025Q1: 833 shares; 2025Q2: 964 shares; 2025Q3: 1,056 shares; 2025Q4: 1,118 shares; 2026Q1: 1,045 shares; 2026Q2: 1,203 shares 1,203$410K0.01%+158Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,449 shares; 2025Q1: 1,451 shares; 2025Q2: 1,387 shares; 2025Q3: 1,357 shares; 2025Q4: 1,225 shares; 2026Q1: 1,187 shares; 2026Q2: 1,182 shares 1,182$407K0.01%-5Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares; 2026Q2: 1,507 shares 1,507$405K0.01%+128Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,588 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408$402K0.01%0Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: 3,221 shares; 2025Q1: 3,286 shares; 2025Q2: 3,143 shares; 2025Q3: 4,331 shares; 2025Q4: 4,685 shares; 2026Q1: 4,308 shares; 2026Q2: 4,313 shares 4,313$400K0.01%+5Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,293 shares; 2024Q4: 8,293 shares; 2025Q1: 8,293 shares; 2025Q2: 8,293 shares; 2025Q3: 8,293 shares; 2025Q4: 8,293 shares; 2026Q1: 8,293 shares; 2026Q2: 8,293 shares 8,293$399K0.01%0Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 934 shares; 2025Q1: 919 shares; 2025Q2: 846 shares; 2025Q3: 871 shares; 2025Q4: 870 shares; 2026Q1: 799 shares; 2026Q2: 801 shares 801$393K0.01%+2Timeline
CWCURTISS WRIGHT CORPQuarterly 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: 516 shares 516$391K0.01%newTimeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 787 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 789 shares; 2026Q2: 789 shares 789$391K0.01%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,723 shares; 2025Q2: 4,011 shares; 2025Q3: 4,429 shares; 2025Q4: 4,429 shares; 2026Q1: 7,354 shares; 2026Q2: 3,578 shares 3,578$385K0.01%-3,776Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,850 shares; 2025Q1: 3,083 shares; 2025Q2: 2,889 shares; 2025Q3: 2,780 shares; 2025Q4: 2,509 shares; 2026Q1: 2,452 shares; 2026Q2: 2,452 shares 2,452$384K0.01%0Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,549 shares; 2025Q3: 2,564 shares; 2025Q4: 2,549 shares; 2026Q1: 2,549 shares; 2026Q2: 2,549 shares 2,549$377K0.01%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,054 shares; 2024Q4: 106,434 shares; 2025Q1: 116,533 shares; 2025Q2: 121,639 shares; 2025Q3: 15,053 shares; 2025Q4: 11,295 shares; 2026Q1: 8,460 shares; 2026Q2: 7,825 shares 7,825$375K0.01%-635Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,256 shares; 2024Q4: 14,467 shares; 2025Q1: 14,621 shares; 2025Q2: 14,187 shares; 2025Q3: 14,584 shares; 2025Q4: 14,100 shares; 2026Q1: 13,732 shares; 2026Q2: 13,969 shares 13,969$372K0.01%+237Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,155 shares 2,155$368K0.01%newTimeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,055 shares; 2024Q4: 12,055 shares; 2025Q1: 11,105 shares; 2025Q2: 12,292 shares; 2025Q3: 6,792 shares; 2025Q4: 6,792 shares; 2026Q1: 6,792 shares; 2026Q2: 6,792 shares 6,792$367K0.01%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,984 shares; 2024Q4: 11,973 shares; 2025Q1: 11,973 shares; 2025Q2: 11,973 shares; 2025Q3: 11,973 shares; 2025Q4: 11,952 shares; 2026Q1: 11,952 shares; 2026Q2: 9,936 shares 9,936$366K0.01%-2,016Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852 shares; 2024Q4: 2,965 shares; 2025Q1: 2,984 shares; 2025Q2: 2,935 shares; 2025Q3: 2,996 shares; 2025Q4: 3,208 shares; 2026Q1: 2,976 shares; 2026Q2: 2,972 shares 2,972$366K0.01%-4Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,584 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares; 2025Q4: 2,559 shares; 2026Q1: 2,559 shares; 2026Q2: 2,559 shares 2,559$363K0.01%0Timeline
KLACKLA CORPQuarterly 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: 1,180 shares 1,180$356K0.01%newTimeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 3,814 shares; 2025Q3: 3,801 shares; 2025Q4: 3,785 shares; 2026Q1: 2,228 shares; 2026Q2: 2,226 shares 2,226$356K0.01%-2Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 4,157 shares; 2025Q1: 2,906 shares; 2025Q2: 3,639 shares; 2025Q3: 3,574 shares; 2025Q4: 3,445 shares; 2026Q1: 3,512 shares; 2026Q2: 3,666 shares 3,666$354K0.01%+154Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 6,445 shares; 2026Q2: 3,306 shares 3,306$352K0.01%-3,139Timeline
SMHVANECK ETF TRUSTQuarterly 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: 521 shares 521$342K0.01%newTimeline
CINFCINCINNATI FINL CORPQuarterly 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: 1,842 shares; 2026Q2: 1,841 shares 1,841$341K0.01%-1Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,115 shares; 2026Q1: 2,974 shares; 2026Q2: 2,346 shares 2,346$339K0.01%-628Timeline
MGKVANGUARD WORLD FDQuarterly 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: 777 shares; 2025Q4: 777 shares; 2026Q1: 773 shares; 2026Q2: 3,853 shares 3,853$339K0.01%+3,080Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,482 shares; 2026Q2: 3,482 shares 3,482$336K0.01%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly 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: 4,203 shares; 2026Q1: 7,151 shares; 2026Q2: 6,101 shares 6,101$330K0.01%-1,050Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 704 shares; 2025Q1: 772 shares; 2025Q2: 773 shares; 2025Q3: 782 shares; 2025Q4: 880 shares; 2026Q1: 782 shares; 2026Q2: 788 shares 788$327K0.01%+6Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 785 shares; 2025Q1: 834 shares; 2025Q2: 803 shares; 2025Q3: 868 shares; 2025Q4: 772 shares; 2026Q1: 734 shares; 2026Q2: 711 shares 711$326K0.01%-23Timeline
QQNITY ELECTRONICS INCQuarterly 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: 1,957 shares; 2026Q2: 1,979 shares 1,979$323K0.01%+22Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,489 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,183 shares 4,183$320K0.01%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 739 shares; 2025Q1: 808 shares; 2025Q2: 765 shares; 2025Q3: 762 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 783 shares 783$319K0.01%+29Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares; 2026Q2: 3,181 shares 3,181$316K0.01%+49Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 2,912 shares; 2025Q2: 2,907 shares; 2025Q3: 2,904 shares; 2025Q4: 2,904 shares; 2026Q1: 2,951 shares; 2026Q2: 2,899 shares 2,899$312K0.01%-52Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares; 2025Q4: 2,287 shares; 2026Q1: 2,347 shares; 2026Q2: 2,288 shares 2,288$311K0.01%-59Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,161 shares; 2024Q4: 5,187 shares; 2025Q1: 4,895 shares; 2025Q2: 4,927 shares; 2025Q3: 4,945 shares; 2025Q4: 5,061 shares; 2026Q1: 2,477 shares; 2026Q2: 2,448 shares 2,448$309K0.01%-29Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,589 shares; 2026Q1: 1,390 shares; 2026Q2: 1,242 shares 1,242$306K0.01%-148Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,273 shares; 2025Q2: 4,013 shares; 2025Q3: 4,003 shares; 2025Q4: 4,062 shares; 2026Q1: 4,043 shares; 2026Q2: 4,051 shares 4,051$301K0.01%+8Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares; 2026Q2: 2,563 shares 2,563$301K0.01%-2Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 2,422 shares; 2025Q3: 2,501 shares; 2025Q4: 2,730 shares; 2026Q1: 2,629 shares; 2026Q2: 2,562 shares 2,562$299K0.01%-67Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares 1,395$299K0.01%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,506 shares; 2024Q4: 2,147 shares; 2025Q1: 1,964 shares; 2025Q2: 1,618 shares; 2025Q3: 1,271 shares; 2025Q4: 1,267 shares; 2026Q1: 1,223 shares; 2026Q2: 1,131 shares 1,131$296K0.01%-92Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,089 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 1,979 shares; 2026Q2: 1,525 shares 1,525$295K0.01%-454Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares; 2026Q1: 1,001 shares; 2026Q2: 1,003 shares 1,003$294K0.01%+2Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 3,825 shares; 2026Q2: 3,825 shares 3,825$294K0.01%0Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 2,833 shares; 2025Q1: 3,029 shares; 2025Q2: 2,148 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405$291K0.01%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,778 shares; 2025Q4: 2,812 shares; 2026Q1: 2,778 shares; 2026Q2: 2,681 shares 2,681$289K0.01%-97Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: 1,997 shares; 2025Q2: 1,843 shares; 2025Q3: 2,407 shares; 2025Q4: 2,398 shares; 2026Q1: 2,172 shares; 2026Q2: 2,170 shares 2,170$286K0.01%-2Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,499 shares; 2026Q1: 3,431 shares; 2026Q2: 3,431 shares 3,431$283K0.01%0Timeline
CRVLCORVEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,679 shares; 2025Q3: 5,679 shares; 2025Q4: 5,016 shares; 2026Q1: 4,442 shares; 2026Q2: 4,442 shares 4,442$278K0.01%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,177 shares; 2024Q4: 7,074 shares; 2025Q1: 6,229 shares; 2025Q2: 5,141 shares; 2025Q3: 6,341 shares; 2025Q4: 10,980 shares; 2026Q1: 9,205 shares; 2026Q2: 7,867 shares 7,867$274K0.01%-1,338Timeline
ADIANALOG DEVICES INCQuarterly 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: 793 shares; 2026Q1: 692 shares; 2026Q2: 686 shares 686$272K0.01%-6Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly 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: 911 shares 911$271K0.01%newTimeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly 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: 4,437 shares; 2026Q1: 3,463 shares; 2026Q2: 3,056 shares 3,056$271K0.01%-407Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,800 shares; 2025Q1: 16,081 shares; 2025Q2: 16,179 shares; 2025Q3: 16,179 shares; 2025Q4: 12,390 shares; 2026Q1: 12,390 shares; 2026Q2: 9,714 shares 9,714$269K0.01%-2,676Timeline
VVVANGUARD INDEX FDSQuarterly 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: 772 shares 772$265K0.01%newTimeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,882 shares; 2024Q4: 11,516 shares; 2025Q1: 11,465 shares; 2025Q2: 13,041 shares; 2025Q3: 13,518 shares; 2025Q4: 15,034 shares; 2026Q1: 13,327 shares; 2026Q2: 10,749 shares 10,749$264K0.01%-2,578Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560$263K0.01%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,951 shares; 2024Q4: 4,264 shares; 2025Q1: 4,027 shares; 2025Q2: 3,849 shares; 2025Q3: 3,799 shares; 2025Q4: 4,053 shares; 2026Q1: 3,635 shares; 2026Q2: 3,632 shares 3,632$260K0.01%-3Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,091 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,721 shares; 2026Q2: 8,721 shares 8,721$257K0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 557 shares; 2025Q1: 564 shares; 2025Q2: 554 shares; 2025Q3: 557 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563$255K0.01%0Timeline
ANETARISTA NETWORKS INCQuarterly 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: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: not reported; 2026Q2: 1,494 shares 1,494$254K0.01%newTimeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,567 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,634 shares; 2026Q2: 1,664 shares 1,664$253K0.01%+30Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412$253K0.01%newTimeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares; 2026Q2: 3,065 shares 3,065$252K0.01%0Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 1,854 shares; 2025Q2: 1,748 shares; 2025Q3: 1,548 shares; 2025Q4: 1,532 shares; 2026Q1: 1,475 shares; 2026Q2: 1,396 shares 1,396$251K0.01%-79Timeline
MARMARRIOTT INTL INC NEWQuarterly 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: 666 shares; 2026Q1: 666 shares; 2026Q2: 666 shares 666$247K0.01%0Timeline
BWXTBWX TECHNOLOGIES INCQuarterly 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: 1,272 shares; 2025Q4: 1,262 shares; 2026Q1: 1,262 shares; 2026Q2: 1,262 shares 1,262$246K0.01%0Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,305 shares 3,305$246K0.01%newTimeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,924 shares; 2025Q4: 2,853 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835$245K0.01%0Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,750 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,100 shares 4,100$242K0.01%-200Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,353 shares; 2024Q4: 50,353 shares; 2025Q1: 50,353 shares; 2025Q2: 50,353 shares; 2025Q3: 4,853 shares; 2025Q4: 4,853 shares; 2026Q1: 4,853 shares; 2026Q2: 4,853 shares 4,853$242K0.01%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,213 shares; 2025Q1: 1,249 shares; 2025Q2: 1,184 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,162 shares; 2026Q2: 1,156 shares 1,156$238K0.01%-6Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 1,885 shares; 2025Q1: 1,772 shares; 2025Q2: 1,708 shares; 2025Q3: 1,641 shares; 2025Q4: 2,437 shares; 2026Q1: 1,537 shares; 2026Q2: 1,439 shares 1,439$234K0.01%-98Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly 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: 1,750 shares 1,750$233K0.01%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136$231K0.01%0Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,703 shares; 2026Q1: 1,703 shares; 2026Q2: 1,701 shares 1,701$230K0.01%-2Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,145 shares; 2024Q4: 5,145 shares; 2025Q1: 4,981 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares; 2025Q4: 4,981 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600$227K0.01%0Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,247 shares 3,247$226K0.01%newTimeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,646 shares; 2024Q4: 7,539 shares; 2025Q1: 8,454 shares; 2025Q2: 8,610 shares; 2025Q3: 10,605 shares; 2025Q4: 10,262 shares; 2026Q1: 4,901 shares; 2026Q2: 4,295 shares 4,295$225K0.01%-606Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly 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: 293 shares 293$224K0.01%newTimeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,346 shares; 2025Q2: not reported; 2025Q3: 5,654 shares; 2025Q4: 6,005 shares; 2026Q1: 6,109 shares; 2026Q2: 6,102 shares 6,102$222K0.01%-7Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,657 shares; 2025Q3: 15,901 shares; 2025Q4: 14,657 shares; 2026Q1: 14,657 shares; 2026Q2: 14,657 shares 14,657$220K0.01%0Timeline
CNICANADIAN NATL RY COQuarterly 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: 1,843 shares 1,843$220K0.01%newTimeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 3,720 shares; 2025Q1: 3,757 shares; 2025Q2: 3,067 shares; 2025Q3: 3,035 shares; 2025Q4: 2,974 shares; 2026Q1: not reported; 2026Q2: 2,838 shares 2,838$219K0.01%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 8,269 shares; 2025Q1: 7,770 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares; 2025Q4: 9,552 shares; 2026Q1: 6,837 shares; 2026Q2: 6,837 shares 6,837$217K0.01%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,241 shares 2,241$214K0.01%newTimeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968 shares; 2024Q4: 875 shares; 2025Q1: 814 shares; 2025Q2: 743 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 727 shares; 2026Q2: 725 shares 725$213K0.01%-2Timeline
ETRENTERGY CORP NEWQuarterly 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: 1,853 shares; 2026Q2: 1,850 shares 1,850$212K0.01%-3Timeline
VISVANGUARD WORLD FDQuarterly 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: 584 shares 584$210K0.01%newTimeline
QTUMETF SER SOLUTIONSQuarterly 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: 1,272 shares 1,272$210K0.01%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,197 shares; 2025Q3: 2,247 shares; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares; 2026Q2: 2,214 shares 2,214$209K0.01%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: not reported; 2025Q1: 1,307 shares; 2025Q2: 995 shares; 2025Q3: 1,406 shares; 2025Q4: 1,599 shares; 2026Q1: 1,275 shares; 2026Q2: 1,280 shares 1,280$209K0.01%+5Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,165 shares 2,165$209K0.01%0Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,044 shares; 2025Q2: 4,044 shares; 2025Q3: 4,073 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,073 shares 4,073$208K0.01%newTimeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares; 2026Q2: 2,033 shares 2,033$208K0.01%0Timeline
IRMIRON MTN INC DELQuarterly 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: 1,638 shares 1,638$207K0.01%newTimeline
BPOPPOPULAR INCQuarterly 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: 1,254 shares 1,254$206K<0.01%newTimeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,770 shares; 2024Q4: 13,757 shares; 2025Q1: 13,456 shares; 2025Q2: 13,118 shares; 2025Q3: 13,451 shares; 2025Q4: 13,130 shares; 2026Q1: 13,055 shares; 2026Q2: 12,964 shares 12,964$206K<0.01%-91Timeline
TELTE CONNECTIVITY PLCQuarterly 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: 1,023 shares; 2025Q4: 1,017 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011$204K<0.01%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly 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: 390 shares 390$204K<0.01%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 562 shares; 2025Q3: 557 shares; 2025Q4: 469 shares; 2026Q1: not reported; 2026Q2: 456 shares 456$203K<0.01%newTimeline
WDCWESTERN DIGITAL CORPQuarterly 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: 316 shares 316$202K<0.01%newTimeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,861 shares 4,861$201K<0.01%newTimeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,942 shares; 2025Q1: 14,967 shares; 2025Q2: 14,967 shares; 2025Q3: 15,154 shares; 2025Q4: 15,154 shares; 2026Q1: 15,154 shares; 2026Q2: 15,154 shares 15,154$194K<0.01%0Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,755 shares; 2024Q4: 21,755 shares; 2025Q1: 21,755 shares; 2025Q2: 21,755 shares; 2025Q3: 21,755 shares; 2025Q4: 21,755 shares; 2026Q1: 18,381 shares; 2026Q2: 18,381 shares 18,381$169K<0.01%0Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,069 shares; 2025Q4: 11,118 shares; 2026Q1: 11,118 shares; 2026Q2: 11,118 shares 11,118$141K<0.01%0Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,617 shares; 2026Q2: 10,617 shares 10,617$125K<0.01%0Timeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,602 shares; 2025Q3: 13,602 shares; 2025Q4: 14,978 shares; 2026Q1: 14,978 shares; 2026Q2: 14,978 shares 14,978$124K<0.01%0Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,021 shares 10,021$120K<0.01%newTimeline
ONDSONDAS INCQuarterly 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: 11,350 shares; 2025Q4: 11,350 shares; 2026Q1: 11,350 shares; 2026Q2: 13,850 shares 13,850$114K<0.01%+2,500Timeline
ETWEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,113 shares; 2025Q3: 11,113 shares; 2025Q4: 11,113 shares; 2026Q1: 11,113 shares; 2026Q2: 11,113 shares 11,113$107K<0.01%0Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,081 shares 10,081$94.7K<0.01%newTimeline
AIRGAIRGAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$63K<0.01%0Timeline
NGENNERVGEN PHARMA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000$51.5K<0.01%0Timeline
HFFGHF FOODS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,424 shares; 2026Q2: 25,424 shares 25,424$35.8K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC21,098$4.77Mshares
BOXXEA SERIES TRUST9,600$1.12Mshares
TFLOISHARES TR7,332$371Kshares
INTUINTUIT648$280Kshares
FISVFISERV INC4,641$259Kshares
DOWDOW HLDGS INC5,660$236Kshares
BSXBOSTON SCIENTIFIC CORP3,700$232Kshares
METMETLIFE INC3,168$224Kshares
MRSHMARSH & MCLENNAN COS INC1,291$224Kshares
SPYMSPDR SERIES TRUST2,808$215Kshares
OXYOCCIDENTAL PETE CORP3,259$212Kshares
MPTMEDICAL PROPERTIES TRUST INC11,347$52.5Kshares
LABSTANDARD BIOTOOLS INC15,594$14.3Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001427202-26-000006 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001427202-26-000006 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001427202-26-000005 Quarter ended 2026-03-312026-04-28acceptance time not in the bulk data set
13F-HR 0001427202-26-000002 Quarter ended 2025-12-312026-01-27acceptance time not in the bulk data set
13F-HR 0001427202-25-000010 Quarter ended 2025-09-302025-10-15acceptance time not in the bulk data set
13F-HR 0001427202-25-000005 Quarter ended 2025-06-302025-07-11acceptance time not in the bulk data set
13F-HR 0001427202-25-000004 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001427202-25-000001 Quarter ended 2024-12-312025-01-23acceptance time not in the bulk data set
13F-HR 0001427202-24-000008 Quarter ended 2024-09-302024-10-23acceptance time not in the bulk data set
13F-HR 0001427202-24-000005 Quarter ended 2024-06-302024-07-23acceptance time not in the bulk data set
13F-HR 0001427202-24-000003 Quarter ended 2024-03-312024-04-23acceptance time not in the bulk data set
13F-HR 0001427202-24-000001 Quarter ended 2023-12-312024-01-25acceptance time not in the bulk data set
13F-HR 0001427202-23-000010 Quarter ended 2023-09-302023-10-23acceptance time not in the bulk data set
13F-HR 0001427202-23-000004 Quarter ended 2023-06-302023-07-21acceptance time not in the bulk data set
13F-HR 0001427202-23-000003 Quarter ended 2023-03-312023-04-25acceptance time not in the bulk data set
13F-HR 0001427202-23-000001 Quarter ended 2022-12-312023-01-23acceptance time not in the bulk data set
13F-HR 0001427202-22-000005 Quarter ended 2022-09-302022-10-24acceptance time not in the bulk data set
13F-HR/A 0001427202-22-000004 Quarter ended 2022-06-302022-08-03acceptance time not in the bulk data set
13F-HR 0001427202-22-000003 Quarter ended 2022-06-302022-08-01acceptance time not in the bulk data set
13F-HR 0001427202-22-000002 Quarter ended 2022-03-312022-04-21acceptance time not in the bulk data set
13F-HR 0001427202-22-000001 Quarter ended 2021-12-312022-01-25acceptance time not in the bulk data set
13F-HR 0001427202-21-000004 Quarter ended 2021-09-302021-10-29acceptance time not in the bulk data set
13F-HR 0001427202-21-000003 Quarter ended 2021-06-302021-07-22acceptance time not in the bulk data set
13F-HR 0001427202-21-000002 Quarter ended 2021-03-312021-04-20acceptance time not in the bulk data set
13F-HR 0001427202-21-000001 Quarter ended 2020-12-312021-01-20acceptance time not in the bulk data set
13F-HR 0001427202-20-000003 Quarter ended 2020-09-302020-10-16acceptance time not in the bulk data set
13F-HR 0001427202-20-000002 Quarter ended 2020-06-302020-07-21acceptance time not in the bulk data set
13F-HR 0001427202-20-000001 Quarter ended 2020-03-312020-04-17acceptance time not in the bulk data set
13F-HR 0001104659-20-015279 Quarter ended 2019-12-312020-02-11acceptance time not in the bulk data set
13F-HR 0001104659-19-062296 Quarter ended 2019-09-302019-11-12acceptance time not in the bulk data set
13F-HR 0001427202-19-000006 Quarter ended 2019-06-302019-07-24acceptance time not in the bulk data set
13F-HR 0001427202-19-000005 Quarter ended 2019-03-312019-04-16acceptance time not in the bulk data set
13F-HR 0001427202-19-000004 Quarter ended 2018-12-312019-02-06acceptance time not in the bulk data set
13F-HR 0001427202-18-000007 Quarter ended 2018-09-302018-10-12acceptance time not in the bulk data set
13F-HR 0001427202-18-000005 Quarter ended 2018-06-302018-07-24acceptance time not in the bulk data set
13F-HR 0001427202-18-000003 Quarter ended 2018-03-312018-05-04acceptance time not in the bulk data set
13F-HR 0001427202-18-000001 Quarter ended 2017-12-312018-02-12acceptance time not in the bulk data set
13F-HR 0001427202-17-000009 Quarter ended 2017-09-302017-10-13acceptance time not in the bulk data set
13F-HR 0001427202-17-000008 Quarter ended 2017-06-302017-07-28acceptance time not in the bulk data set
13F-HR 0001427202-17-000007 Quarter ended 2017-03-312017-05-04acceptance time not in the bulk data set
13F-HR 0001427202-17-000005 Quarter ended 2016-12-312017-01-30acceptance time not in the bulk data set
13F-HR 0001104659-16-156794 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001104659-16-139720 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001104659-16-120869 Quarter ended 2016-03-312016-05-13acceptance time not in the bulk data set
13F-HR 0001104659-16-093829 Quarter ended 2015-12-312016-02-04acceptance time not in the bulk data set
13F-HR 0001104659-15-078083 Quarter ended 2015-09-302015-11-12acceptance time not in the bulk data set
13F-HR 0001104659-15-059855 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001104659-15-038544 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001104659-15-011146 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0001104659-14-080887 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0001104659-14-060976 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0001104659-14-039221 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001104659-14-010481 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001104659-13-084876 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0001104659-13-064299 Quarter ended 2013-06-302013-08-15acceptance time not in the bulk data set