IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,137,110 shares; 2024Q4: 3,426,869 shares; 2025Q1: 3,677,320 shares; 2025Q2: 3,878,929 shares; 2025Q3: 3,985,784 shares; 2025Q4: 4,095,469 shares; 2026Q1: 4,301,507 shares; 2026Q2: 4,652,450 shares 4,652,450 $3.48B 5.33% +350,943 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,934,005 shares; 2024Q4: 5,169,675 shares; 2025Q1: 6,117,842 shares; 2025Q2: 6,126,289 shares; 2025Q3: 6,157,714 shares; 2025Q4: 6,554,107 shares; 2026Q1: 7,788,222 shares; 2026Q2: 8,124,407 shares 8,124,407 $2.35B 3.6% +336,185 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,431,983 shares; 2024Q4: 18,947,484 shares; 2025Q1: 20,681,837 shares; 2025Q2: 24,996,434 shares; 2025Q3: 28,540,802 shares; 2025Q4: 30,166,421 shares; 2026Q1: 32,329,953 shares; 2026Q2: 30,587,929 shares 30,587,929 $2.18B 3.34% -1,742,024 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410,072 shares; 2024Q4: 4,825,403 shares; 2025Q1: 5,402,716 shares; 2025Q2: 5,577,843 shares; 2025Q3: 6,001,163 shares; 2025Q4: 6,338,378 shares; 2026Q1: 8,029,629 shares; 2026Q2: 8,797,901 shares 8,797,901 $1.76B 2.7% +768,272 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,465,842 shares; 2024Q4: 9,232,624 shares; 2025Q1: 10,240,707 shares; 2025Q2: 10,742,829 shares; 2025Q3: 17,024,325 shares; 2025Q4: 17,964,759 shares; 2026Q1: 19,190,886 shares; 2026Q2: 21,086,882 shares 21,086,882 $1.73B 2.65% +1,895,996 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,331,460 shares; 2024Q4: 5,506,158 shares; 2025Q1: 5,644,755 shares; 2025Q2: 5,865,616 shares; 2025Q3: 6,230,066 shares; 2025Q4: 6,385,243 shares; 2026Q1: 6,662,268 shares; 2026Q2: 6,787,174 shares 6,787,174 $1.48B 2.26% +124,906 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030,931 shares; 2024Q4: 2,123,871 shares; 2025Q1: 2,570,584 shares; 2025Q2: 2,562,617 shares; 2025Q3: 2,598,199 shares; 2025Q4: 2,770,608 shares; 2026Q1: 3,342,378 shares; 2026Q2: 3,623,847 shares 3,623,847 $1.35B 2.07% +281,469 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960,325 shares; 2024Q4: 2,072,908 shares; 2025Q1: 2,269,430 shares; 2025Q2: 2,447,861 shares; 2025Q3: 2,552,469 shares; 2025Q4: 2,594,348 shares; 2026Q1: 3,286,433 shares; 2026Q2: 3,501,923 shares 3,501,923 $1.25B 1.92% +215,490 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640,256 shares; 2024Q4: 635,640 shares; 2025Q1: 653,179 shares; 2025Q2: 6,045,597 shares; 2025Q3: 8,334,604 shares; 2025Q4: 10,749,069 shares; 2026Q1: 10,893,003 shares; 2026Q2: 10,690,453 shares 10,690,453 $1.02B 1.56% -202,550 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842,976 shares; 2024Q4: 2,017,114 shares; 2025Q1: 2,257,780 shares; 2025Q2: 2,351,562 shares; 2025Q3: 2,402,486 shares; 2025Q4: 2,711,564 shares; 2026Q1: 3,704,409 shares; 2026Q2: 3,900,375 shares 3,900,375 $930M 1.42% +195,966 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,641,312 shares; 2024Q4: 14,941,376 shares; 2025Q1: 15,532,802 shares; 2025Q2: 16,304,295 shares; 2025Q3: 17,023,084 shares; 2025Q4: 21,393,347 shares; 2026Q1: 27,495,487 shares; 2026Q2: 28,845,768 shares 28,845,768 $897M 1.37% +1,350,281 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942,941 shares; 2024Q4: 2,121,899 shares; 2025Q1: 2,259,038 shares; 2025Q2: 2,388,456 shares; 2025Q3: 2,513,129 shares; 2025Q4: 2,644,075 shares; 2026Q1: 2,832,448 shares; 2026Q2: 2,914,921 shares 2,914,921 $884M 1.35% +82,473 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109,489 shares; 2024Q4: 1,024,940 shares; 2025Q1: 1,067,483 shares; 2025Q2: 1,176,167 shares; 2025Q3: 1,189,249 shares; 2025Q4: 1,208,818 shares; 2026Q1: 1,174,750 shares; 2026Q2: 1,197,901 shares 1,197,901 $823M 1.26% +23,151 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647,641 shares; 2024Q4: 3,232,702 shares; 2025Q1: 3,508,588 shares; 2025Q2: 3,650,688 shares; 2025Q3: 5,643,321 shares; 2025Q4: 5,924,603 shares; 2026Q1: 6,258,233 shares; 2026Q2: 6,837,882 shares 6,837,882 $803M 1.23% +579,649 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,017,769 shares; 2024Q4: 6,915,494 shares; 2025Q1: 7,553,370 shares; 2025Q2: 8,141,336 shares; 2025Q3: 8,519,766 shares; 2025Q4: 9,541,588 shares; 2026Q1: 10,028,023 shares; 2026Q2: 9,506,342 shares 9,506,342 $788M 1.21% -521,681 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025,690 shares; 2024Q4: 1,108,219 shares; 2025Q1: 1,061,987 shares; 2025Q2: 1,133,446 shares; 2025Q3: 1,240,479 shares; 2025Q4: 1,236,730 shares; 2026Q1: 1,629,276 shares; 2026Q2: 2,069,516 shares 2,069,516 $782M 1.2% +440,240 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231,708 shares; 2024Q4: 1,208,562 shares; 2025Q1: 1,435,333 shares; 2025Q2: 1,486,447 shares; 2025Q3: 1,466,591 shares; 2025Q4: 1,310,572 shares; 2026Q1: 1,323,256 shares; 2026Q2: 8,516,080 shares 8,516,080 $734M 1.12% +7,192,824 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,207,707 shares; 2024Q4: 6,027,285 shares; 2025Q1: 7,685,672 shares; 2025Q2: 8,191,211 shares; 2025Q3: 5,401,273 shares; 2025Q4: 6,051,425 shares; 2026Q1: 6,239,080 shares; 2026Q2: 6,703,403 shares 6,703,403 $664M 1.02% +464,323 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786,770 shares; 2024Q4: 2,263,618 shares; 2025Q1: 17,815,938 shares; 2025Q2: 18,210,850 shares; 2025Q3: 18,482,949 shares; 2025Q4: 19,522,489 shares; 2026Q1: 20,183,412 shares; 2026Q2: 20,363,006 shares 20,363,006 $599M 0.92% +179,594 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050,646 shares; 2024Q4: 1,029,156 shares; 2025Q1: 1,069,378 shares; 2025Q2: 766,197 shares; 2025Q3: 744,273 shares; 2025Q4: 797,143 shares; 2026Q1: 788,251 shares; 2026Q2: 783,901 shares 783,901 $585M 0.9% -4,350 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489,698 shares; 2024Q4: 3,853,794 shares; 2025Q1: 5,035,112 shares; 2025Q2: 5,383,445 shares; 2025Q3: 5,902,832 shares; 2025Q4: 6,289,692 shares; 2026Q1: 6,435,212 shares; 2026Q2: 7,215,410 shares 7,215,410 $562M 0.86% +780,198 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,563,295 shares; 2024Q4: 8,364,669 shares; 2025Q1: 9,495,964 shares; 2025Q2: 9,991,736 shares; 2025Q3: 5,114,591 shares; 2025Q4: 5,781,000 shares; 2026Q1: 5,365,982 shares; 2026Q2: 5,768,269 shares 5,768,269 $546M 0.84% +402,287 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718,545 shares; 2024Q4: 720,467 shares; 2025Q1: 742,118 shares; 2025Q2: 759,573 shares; 2025Q3: 760,924 shares; 2025Q4: 839,990 shares; 2026Q1: 1,010,888 shares; 2026Q2: 1,065,734 shares 1,065,734 $533M 0.82% +54,846 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952,195 shares; 2024Q4: 936,323 shares; 2025Q1: 1,185,789 shares; 2025Q2: 1,173,874 shares; 2025Q3: 1,168,590 shares; 2025Q4: 1,164,954 shares; 2026Q1: 1,279,821 shares; 2026Q2: 1,270,498 shares 1,270,498 $520M 0.8% -9,323 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228,865 shares; 2024Q4: 1,295,297 shares; 2025Q1: 1,384,976 shares; 2025Q2: 1,436,527 shares; 2025Q3: 1,474,836 shares; 2025Q4: 1,487,949 shares; 2026Q1: 1,711,395 shares; 2026Q2: 1,817,391 shares 1,817,391 $457M 0.7% +105,996 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734,375 shares; 2024Q4: 755,654 shares; 2025Q1: 858,155 shares; 2025Q2: 860,562 shares; 2025Q3: 871,509 shares; 2025Q4: 875,280 shares; 2026Q1: 1,190,152 shares; 2026Q2: 1,342,164 shares 1,342,164 $439M 0.67% +152,012 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969,793 shares; 2024Q4: 3,172,304 shares; 2025Q1: 3,371,599 shares; 2025Q2: 3,634,474 shares; 2025Q3: 3,730,483 shares; 2025Q4: 3,917,245 shares; 2026Q1: 4,292,843 shares; 2026Q2: 4,399,109 shares 4,399,109 $434M 0.66% +106,266 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,113 shares; 2024Q4: 687,112 shares; 2025Q1: 854,821 shares; 2025Q2: 868,631 shares; 2025Q3: 867,374 shares; 2025Q4: 1,052,266 shares; 2026Q1: 1,125,486 shares; 2026Q2: 1,225,915 shares 1,225,915 $433M 0.66% +100,429 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,627 shares; 2024Q4: 790,820 shares; 2025Q1: 849,958 shares; 2025Q2: 875,010 shares; 2025Q3: 702,861 shares; 2025Q4: 693,266 shares; 2026Q1: 1,231,510 shares; 2026Q2: 1,217,668 shares 1,217,668 $415M 0.64% -13,842 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,198 shares; 2024Q4: 1,159,951 shares; 2025Q1: 1,184,678 shares; 2025Q2: 1,222,223 shares; 2025Q3: 1,243,904 shares; 2025Q4: 998,116 shares; 2026Q1: 902,539 shares; 2026Q2: 937,685 shares 937,685 $406M 0.62% +35,146 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,539 shares; 2024Q4: 201,498 shares; 2025Q1: 173,951 shares; 2025Q2: 171,331 shares; 2025Q3: 168,352 shares; 2025Q4: 165,789 shares; 2026Q1: 202,206 shares; 2026Q2: 308,951 shares 308,951 $371M 0.57% +106,745 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594,858 shares; 2024Q4: 1,637,452 shares; 2025Q1: 1,653,306 shares; 2025Q2: 1,668,738 shares; 2025Q3: 1,596,147 shares; 2025Q4: 1,063,914 shares; 2026Q1: 869,407 shares; 2026Q2: 4,197,480 shares 4,197,480 $369M 0.56% +3,328,073 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,447 shares; 2024Q4: 481,382 shares; 2025Q1: 509,677 shares; 2025Q2: 541,196 shares; 2025Q3: 545,182 shares; 2025Q4: 484,342 shares; 2026Q1: 598,601 shares; 2026Q2: 639,025 shares 639,025 $360M 0.55% +40,424 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879,518 shares; 2024Q4: 1,879,270 shares; 2025Q1: 1,934,659 shares; 2025Q2: 2,374,354 shares; 2025Q3: 2,453,654 shares; 2025Q4: 2,517,777 shares; 2026Q1: 3,021,766 shares; 2026Q2: 3,019,689 shares 3,019,689 $355M 0.54% -2,077 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,322 shares; 2024Q4: 182,543 shares; 2025Q1: 366,423 shares; 2025Q2: 381,092 shares; 2025Q3: 380,218 shares; 2025Q4: 435,995 shares; 2026Q1: 456,659 shares; 2026Q2: 463,873 shares 463,873 $342M 0.52% +7,214 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,165 shares; 2024Q4: 411,870 shares; 2025Q1: 530,761 shares; 2025Q2: 541,639 shares; 2025Q3: 555,527 shares; 2025Q4: 560,288 shares; 2026Q1: 604,654 shares; 2026Q2: 640,793 shares 640,793 $329M 0.5% +36,139 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,181,869 shares; 2025Q4: 4,623,078 shares; 2026Q1: 5,141,154 shares; 2026Q2: 6,077,220 shares 6,077,220 $325M 0.5% +936,066 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747,270 shares; 2024Q4: 2,932,031 shares; 2025Q1: 3,975,661 shares; 2025Q2: 4,205,973 shares; 2025Q3: 4,562,020 shares; 2025Q4: 4,838,714 shares; 2026Q1: 5,486,292 shares; 2026Q2: 6,086,054 shares 6,086,054 $319M 0.49% +599,762 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548,368 shares; 2024Q4: 1,693,990 shares; 2025Q1: 1,752,227 shares; 2025Q2: 1,136,586 shares; 2025Q3: 1,224,488 shares; 2025Q4: 1,236,013 shares; 2026Q1: 1,289,920 shares; 2026Q2: 1,294,112 shares 1,294,112 $314M 0.48% +4,192 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,652 shares; 2024Q4: 602,972 shares; 2025Q1: 666,306 shares; 2025Q2: 693,095 shares; 2025Q3: 699,064 shares; 2025Q4: 789,011 shares; 2026Q1: 799,543 shares; 2026Q2: 821,182 shares 821,182 $304M 0.47% +21,639 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288,671 shares; 2024Q4: 3,394,322 shares; 2025Q1: 3,290,409 shares; 2025Q2: 5,777,775 shares; 2025Q3: 3,808,482 shares; 2025Q4: 3,942,405 shares; 2026Q1: 3,886,561 shares; 2026Q2: 3,263,555 shares 3,263,555 $299M 0.46% -623,006 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025,174 shares; 2024Q4: 1,035,805 shares; 2025Q1: 1,168,349 shares; 2025Q2: 1,217,884 shares; 2025Q3: 1,210,404 shares; 2025Q4: 1,205,106 shares; 2026Q1: 1,231,858 shares; 2026Q2: 1,237,628 shares 1,237,628 $293M 0.45% +5,770 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,560 shares; 2024Q4: 276,936 shares; 2025Q1: 530,935 shares; 2025Q2: 568,306 shares; 2025Q3: 578,855 shares; 2025Q4: 664,101 shares; 2026Q1: 697,358 shares; 2026Q2: 839,642 shares 839,642 $288M 0.44% +142,284 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,822 shares; 2024Q4: 80,829 shares; 2025Q1: 87,622 shares; 2025Q2: 92,566 shares; 2025Q3: 186,888 shares; 2025Q4: 192,502 shares; 2026Q1: 590,555 shares; 2026Q2: 572,450 shares 572,450 $273M 0.42% -18,105 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102,540 shares; 2024Q4: 1,101,004 shares; 2025Q1: 1,170,029 shares; 2025Q2: 1,224,274 shares; 2025Q3: 1,238,450 shares; 2025Q4: 1,665,219 shares; 2026Q1: 1,842,858 shares; 2026Q2: 2,054,383 shares 2,054,383 $264M 0.4% +211,525 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775,484 shares; 2024Q4: 738,650 shares; 2025Q1: 683,791 shares; 2025Q2: 661,136 shares; 2025Q3: 611,939 shares; 2025Q4: 1,153,365 shares; 2026Q1: 1,079,699 shares; 2026Q2: 1,381,036 shares 1,381,036 $263M 0.4% +301,337 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,843 shares; 2024Q4: 428,283 shares; 2025Q1: 433,886 shares; 2025Q2: 476,161 shares; 2025Q3: 466,706 shares; 2025Q4: 466,486 shares; 2026Q1: 477,946 shares; 2026Q2: 2,115,746 shares 2,115,746 $263M 0.4% +1,637,800 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084,013 shares; 2024Q4: 1,158,508 shares; 2025Q1: 1,235,960 shares; 2025Q2: 1,257,834 shares; 2025Q3: 1,323,101 shares; 2025Q4: 1,371,010 shares; 2026Q1: 1,561,330 shares; 2026Q2: 1,569,921 shares 1,569,921 $260M 0.4% +8,591 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,353 shares; 2024Q4: 132,193 shares; 2025Q1: 135,012 shares; 2025Q2: 132,226 shares; 2025Q3: 134,088 shares; 2025Q4: 141,582 shares; 2026Q1: 209,300 shares; 2026Q2: 236,355 shares 236,355 $252M 0.39% +27,055 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,147 shares; 2024Q4: 272,008 shares; 2025Q1: 279,591 shares; 2025Q2: 283,483 shares; 2025Q3: 281,865 shares; 2025Q4: 1,506,277 shares; 2026Q1: 1,519,015 shares; 2026Q2: 1,490,952 shares 1,490,952 $245M 0.37% -28,063 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719,191 shares; 2024Q4: 1,738,518 shares; 2025Q1: 1,794,179 shares; 2025Q2: 1,809,441 shares; 2025Q3: 1,809,931 shares; 2025Q4: 1,896,507 shares; 2026Q1: 1,714,266 shares; 2026Q2: 1,617,446 shares 1,617,446 $237M 0.36% -96,820 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045,570 shares; 2024Q4: 1,028,484 shares; 2025Q1: 1,373,968 shares; 2025Q2: 1,781,074 shares; 2025Q3: 1,847,500 shares; 2025Q4: 2,007,142 shares; 2026Q1: 2,182,769 shares; 2026Q2: 2,306,528 shares 2,306,528 $232M 0.36% +123,759 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620,205 shares; 2024Q4: 2,729,982 shares; 2025Q1: 2,822,844 shares; 2025Q2: 2,899,176 shares; 2025Q3: 2,868,785 shares; 2025Q4: 2,935,796 shares; 2026Q1: 3,048,200 shares; 2026Q2: 4,018,292 shares 4,018,292 $229M 0.35% +970,092 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528,110 shares; 2024Q4: 3,753,977 shares; 2025Q1: 4,066,419 shares; 2025Q2: 4,268,785 shares; 2025Q3: 4,792,936 shares; 2025Q4: 5,169,200 shares; 2026Q1: 5,449,636 shares; 2026Q2: 5,732,633 shares 5,732,633 $225M 0.34% +282,997 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,680,699 shares; 2024Q4: 1,776,970 shares; 2025Q1: 1,827,055 shares; 2025Q2: 1,878,626 shares; 2025Q3: 1,908,126 shares; 2025Q4: 1,936,138 shares; 2026Q1: 1,771,496 shares; 2026Q2: 1,763,525 shares 1,763,525 $223M 0.34% -7,971 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,764 shares; 2024Q4: 449,123 shares; 2025Q1: 621,101 shares; 2025Q2: 2,611,073 shares; 2025Q3: 3,162,371 shares; 2025Q4: 3,399,322 shares; 2026Q1: 4,043,914 shares; 2026Q2: 4,210,160 shares 4,210,160 $222M 0.34% +166,246 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620,661 shares; 2024Q4: 645,402 shares; 2025Q1: 662,261 shares; 2025Q2: 818,776 shares; 2025Q3: 847,122 shares; 2025Q4: 874,376 shares; 2026Q1: 942,732 shares; 2026Q2: 946,038 shares 946,038 $221M 0.34% +3,306 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,847,514 shares; 2024Q4: 5,093,878 shares; 2025Q1: 6,273,301 shares; 2025Q2: 6,963,911 shares; 2025Q3: 7,079,067 shares; 2025Q4: 7,196,392 shares; 2026Q1: 5,254,391 shares; 2026Q2: 4,373,842 shares 4,373,842 $220M 0.34% -880,549 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,067 shares; 2024Q4: 48,258 shares; 2025Q1: 56,523 shares; 2025Q2: 68,870 shares; 2025Q3: 72,160 shares; 2025Q4: 77,508 shares; 2026Q1: 198,639 shares; 2026Q2: 213,232 shares 213,232 $216M 0.33% +14,593 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,727 shares; 2024Q4: 533,600 shares; 2025Q1: 607,120 shares; 2025Q2: 608,661 shares; 2025Q3: 613,036 shares; 2025Q4: 629,513 shares; 2026Q1: 791,746 shares; 2026Q2: 783,288 shares 783,288 $199M 0.3% -8,458 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,761 shares; 2024Q4: 26,796 shares; 2025Q1: 6,330,372 shares; 2025Q2: 7,243,804 shares; 2025Q3: 7,464,403 shares; 2025Q4: 7,834,234 shares; 2026Q1: 8,527,007 shares; 2026Q2: 8,768,676 shares 8,768,676 $199M 0.3% +241,669 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,363 shares; 2024Q4: 140,860 shares; 2025Q1: 173,626 shares; 2025Q2: 177,051 shares; 2025Q3: 175,140 shares; 2025Q4: 186,667 shares; 2026Q1: 212,982 shares; 2026Q2: 207,760 shares 207,760 $194M 0.3% -5,222 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,626 shares; 2024Q4: 594,379 shares; 2025Q1: 454,597 shares; 2025Q2: 458,470 shares; 2025Q3: 485,703 shares; 2025Q4: 498,265 shares; 2026Q1: 528,574 shares; 2026Q2: 516,543 shares 516,543 $187M 0.29% -12,031 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767,729 shares; 2024Q4: 817,902 shares; 2025Q1: 828,509 shares; 2025Q2: 828,549 shares; 2025Q3: 841,287 shares; 2025Q4: 839,433 shares; 2026Q1: 866,762 shares; 2026Q2: 784,323 shares 784,323 $186M 0.29% -82,439 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,330 shares; 2024Q4: 610,972 shares; 2025Q1: 651,676 shares; 2025Q2: 763,228 shares; 2025Q3: 779,138 shares; 2025Q4: 1,161,390 shares; 2026Q1: 1,119,619 shares; 2026Q2: 985,056 shares 985,056 $182M 0.28% -134,563 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,702 shares; 2024Q4: 210,119 shares; 2025Q1: 225,236 shares; 2025Q2: 225,661 shares; 2025Q3: 222,099 shares; 2025Q4: 226,544 shares; 2026Q1: 300,682 shares; 2026Q2: 356,669 shares 356,669 $182M 0.28% +55,987 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841,774 shares; 2024Q4: 1,883,036 shares; 2025Q1: 1,909,354 shares; 2025Q2: 2,028,672 shares; 2025Q3: 2,062,619 shares; 2025Q4: 2,140,987 shares; 2026Q1: 2,131,346 shares; 2026Q2: 2,142,078 shares 2,142,078 $179M 0.27% +10,732 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744,365 shares; 2024Q4: 1,801,458 shares; 2025Q1: 1,857,336 shares; 2025Q2: 2,277,509 shares; 2025Q3: 2,444,241 shares; 2025Q4: 2,563,633 shares; 2026Q1: 2,656,027 shares; 2026Q2: 1,813,467 shares 1,813,467 $178M 0.27% -842,560 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669,891 shares; 2024Q4: 1,650,622 shares; 2025Q1: 2,223,498 shares; 2025Q2: 2,214,611 shares; 2025Q3: 2,237,996 shares; 2025Q4: 2,327,527 shares; 2026Q1: 2,276,302 shares; 2026Q2: 2,284,920 shares 2,284,920 $176M 0.27% +8,618 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,441 shares; 2024Q4: 23,665 shares; 2025Q1: 206,857 shares; 2025Q2: 209,731 shares; 2025Q3: 576,395 shares; 2025Q4: 655,644 shares; 2026Q1: 678,655 shares; 2026Q2: 682,683 shares 682,683 $172M 0.26% +4,028 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,131 shares; 2024Q4: 19,601 shares; 2025Q1: 27,355 shares; 2025Q2: 28,896 shares; 2025Q3: 30,939 shares; 2025Q4: 28,715 shares; 2026Q1: 50,478 shares; 2026Q2: 143,057 shares 143,057 $168M 0.26% +92,579 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027,052 shares; 2024Q4: 1,064,188 shares; 2025Q1: 1,112,720 shares; 2025Q2: 1,115,678 shares; 2025Q3: 1,147,470 shares; 2025Q4: 1,170,601 shares; 2026Q1: 1,235,877 shares; 2026Q2: 1,464,970 shares 1,464,970 $166M 0.25% +229,093 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182,410 shares; 2024Q4: 2,281,729 shares; 2025Q1: 2,434,632 shares; 2025Q2: 2,413,902 shares; 2025Q3: 2,399,841 shares; 2025Q4: 2,410,855 shares; 2026Q1: 2,416,160 shares; 2026Q2: 2,179,893 shares 2,179,893 $165M 0.25% -236,267 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957,696 shares; 2024Q4: 996,970 shares; 2025Q1: 979,525 shares; 2025Q2: 993,607 shares; 2025Q3: 1,061,377 shares; 2025Q4: 1,077,664 shares; 2026Q1: 1,156,990 shares; 2026Q2: 1,166,862 shares 1,166,862 $160M 0.25% +9,872 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,579 shares; 2024Q4: 12,579 shares; 2025Q1: 18,813 shares; 2025Q2: 20,303 shares; 2025Q3: 20,139 shares; 2025Q4: 21,520 shares; 2026Q1: 60,482 shares; 2026Q2: 80,167 shares 80,167 $159M 0.24% +19,685 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463,446 shares; 2024Q4: 1,511,323 shares; 2025Q1: 1,425,797 shares; 2025Q2: 1,369,256 shares; 2025Q3: 1,380,583 shares; 2025Q4: 1,403,628 shares; 2026Q1: 1,767,782 shares; 2026Q2: 1,815,825 shares 1,815,825 $155M 0.24% +48,043 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,365 shares; 2024Q4: 507,662 shares; 2025Q1: 532,189 shares; 2025Q2: 568,575 shares; 2025Q3: 567,770 shares; 2025Q4: 505,404 shares; 2026Q1: 564,746 shares; 2026Q2: 543,384 shares 543,384 $153M 0.23% -21,362 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720,088 shares; 2024Q4: 728,193 shares; 2025Q1: 780,612 shares; 2025Q2: 791,471 shares; 2025Q3: 798,012 shares; 2025Q4: 820,249 shares; 2026Q1: 856,648 shares; 2026Q2: 951,013 shares 951,013 $150M 0.23% +94,365 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212,348 shares; 2024Q4: 1,285,605 shares; 2025Q1: 1,319,670 shares; 2025Q2: 1,418,214 shares; 2025Q3: 1,224,596 shares; 2025Q4: 1,252,435 shares; 2026Q1: 1,296,728 shares; 2026Q2: 1,388,673 shares 1,388,673 $148M 0.23% +91,945 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300,401 shares; 2024Q4: 1,585,381 shares; 2025Q1: 1,564,857 shares; 2025Q2: 1,546,372 shares; 2025Q3: 1,525,895 shares; 2025Q4: 1,558,129 shares; 2026Q1: 1,867,326 shares; 2026Q2: 1,810,845 shares 1,810,845 $147M 0.23% -56,481 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048,318 shares; 2024Q4: 1,136,181 shares; 2025Q1: 1,216,314 shares; 2025Q2: 1,358,342 shares; 2025Q3: 1,204,010 shares; 2025Q4: 1,217,656 shares; 2026Q1: 1,271,750 shares; 2026Q2: 1,366,152 shares 1,366,152 $147M 0.23% +94,402 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335,771 shares; 2024Q4: 1,441,526 shares; 2025Q1: 1,380,012 shares; 2025Q2: 1,401,091 shares; 2025Q3: 1,424,960 shares; 2025Q4: 1,377,266 shares; 2026Q1: 1,355,041 shares; 2026Q2: 1,392,936 shares 1,392,936 $135M 0.21% +37,895 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,769 shares; 2024Q4: 251,065 shares; 2025Q1: 306,310 shares; 2025Q2: 279,699 shares; 2025Q3: 277,927 shares; 2025Q4: 267,636 shares; 2026Q1: 310,515 shares; 2026Q2: 380,089 shares 380,089 $134M 0.21% +69,574 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,698,856 shares; 2024Q4: 1,786,155 shares; 2025Q1: 1,808,541 shares; 2025Q2: 1,081,770 shares; 2025Q3: 1,081,907 shares; 2025Q4: 1,054,944 shares; 2026Q1: 2,320,896 shares; 2026Q2: 2,570,708 shares 2,570,708 $134M 0.21% +249,812 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741,708 shares; 2024Q4: 737,025 shares; 2025Q1: 861,169 shares; 2025Q2: 838,783 shares; 2025Q3: 843,456 shares; 2025Q4: 860,161 shares; 2026Q1: 856,289 shares; 2026Q2: 901,357 shares 901,357 $134M 0.2% +45,068 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,891 shares; 2024Q4: 564,640 shares; 2025Q1: 577,893 shares; 2025Q2: 603,385 shares; 2025Q3: 604,702 shares; 2025Q4: 608,084 shares; 2026Q1: 633,571 shares; 2026Q2: 601,809 shares 601,809 $133M 0.2% -31,762 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257,145 shares; 2024Q4: 1,220,076 shares; 2025Q1: 1,341,403 shares; 2025Q2: 1,284,860 shares; 2025Q3: 1,296,376 shares; 2025Q4: 1,298,571 shares; 2026Q1: 1,316,911 shares; 2026Q2: 1,275,923 shares 1,275,923 $133M 0.2% -40,988 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,681 shares; 2024Q4: 78,273 shares; 2025Q1: 97,822 shares; 2025Q2: 92,690 shares; 2025Q3: 97,634 shares; 2025Q4: 102,418 shares; 2026Q1: 269,610 shares; 2026Q2: 224,378 shares 224,378 $130M 0.2% -45,232 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935,171 shares; 2024Q4: 1,002,019 shares; 2025Q1: 1,008,784 shares; 2025Q2: 1,048,220 shares; 2025Q3: 1,055,042 shares; 2025Q4: 1,075,968 shares; 2026Q1: 895,539 shares; 2026Q2: 915,968 shares 915,968 $128M 0.2% +20,429 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,184,315 shares; 2024Q4: 9,575,089 shares; 2025Q1: 10,176,075 shares; 2025Q2: 4,611,782 shares; 2025Q3: 4,052,836 shares; 2025Q4: 3,883,153 shares; 2026Q1: 3,832,545 shares; 2026Q2: 3,701,592 shares 3,701,592 $128M 0.2% -130,953 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,215 shares; 2024Q4: 103,822 shares; 2025Q1: 101,538 shares; 2025Q2: 101,159 shares; 2025Q3: 123,890 shares; 2025Q4: 225,479 shares; 2026Q1: 358,564 shares; 2026Q2: 372,327 shares 372,327 $128M 0.2% +13,763 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,109,411 shares; 2024Q4: 2,441,580 shares; 2025Q1: 2,482,360 shares; 2025Q2: 2,743,113 shares; 2025Q3: 2,791,849 shares; 2025Q4: 2,782,775 shares; 2026Q1: 2,882,647 shares; 2026Q2: 2,261,184 shares 2,261,184 $126M 0.19% -621,463 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,036 shares; 2024Q4: 52,372 shares; 2025Q1: 387,870 shares; 2025Q2: 389,104 shares; 2025Q3: 390,480 shares; 2025Q4: 396,514 shares; 2026Q1: 330,883 shares; 2026Q2: 299,013 shares 299,013 $125M 0.19% -31,870 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,148 shares; 2024Q4: 296,680 shares; 2025Q1: 414,597 shares; 2025Q2: 404,654 shares; 2025Q3: 405,203 shares; 2025Q4: 432,528 shares; 2026Q1: 1,344,582 shares; 2026Q2: 1,381,141 shares 1,381,141 $121M 0.19% +36,559 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,077 shares; 2024Q4: 56,186 shares; 2025Q1: 819,906 shares; 2025Q2: 816,418 shares; 2025Q3: 827,600 shares; 2025Q4: 829,732 shares; 2026Q1: 789,366 shares; 2026Q2: 674,568 shares 674,568 $119M 0.18% -114,798 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,052 shares; 2024Q4: 299,275 shares; 2025Q1: 152,024 shares; 2025Q2: 146,910 shares; 2025Q3: 154,093 shares; 2025Q4: 162,489 shares; 2026Q1: 265,800 shares; 2026Q2: 275,306 shares 275,306 $116M 0.18% +9,506 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,676,070 shares; 2024Q4: 2,306,023 shares; 2025Q1: 3,144,387 shares; 2025Q2: 3,342,999 shares; 2025Q3: 3,567,636 shares; 2025Q4: 4,072,260 shares; 2026Q1: 4,130,218 shares; 2026Q2: 3,639,319 shares 3,639,319 $115M 0.18% -490,899 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,028 shares; 2024Q4: 305,957 shares; 2025Q1: 303,387 shares; 2025Q2: 303,135 shares; 2025Q3: 305,705 shares; 2025Q4: 295,794 shares; 2026Q1: 293,489 shares; 2026Q2: 294,291 shares 294,291 $115M 0.18% +802 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,504 shares; 2024Q4: 39,810 shares; 2025Q1: 48,818 shares; 2025Q2: 55,711 shares; 2025Q3: 68,292 shares; 2025Q4: 83,718 shares; 2026Q1: 100,253 shares; 2026Q2: 98,418 shares 98,418 $114M 0.17% -1,835 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,947 shares; 2024Q4: 9,995 shares; 2025Q1: 7,352 shares; 2025Q2: 2,576,169 shares; 2025Q3: 2,863,933 shares; 2025Q4: 3,191,444 shares; 2026Q1: 3,518,196 shares; 2026Q2: 3,280,003 shares 3,280,003 $113M 0.17% -238,193 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 3,263 shares; 2025Q1: 4,499 shares; 2025Q2: 5,118 shares; 2025Q3: 5,049 shares; 2025Q4: 17,055 shares; 2026Q1: 39,906 shares; 2026Q2: 375,229 shares 375,229 $113M 0.17% +335,323 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,587 shares; 2024Q4: 2,864,267 shares; 2025Q1: 38,395 shares; 2025Q2: 49,630 shares; 2025Q3: 68,111 shares; 2025Q4: 4,760,988 shares; 2026Q1: 4,862,785 shares; 2026Q2: 4,966,997 shares 4,966,997 $113M 0.17% +104,212 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,085 shares; 2024Q4: 393,897 shares; 2025Q1: 389,968 shares; 2025Q2: 343,668 shares; 2025Q3: 335,840 shares; 2025Q4: 331,262 shares; 2026Q1: 333,471 shares; 2026Q2: 1,402,905 shares 1,402,905 $113M 0.17% +1,069,434 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,505 shares; 2024Q4: 78,500 shares; 2025Q1: 1,544,893 shares; 2025Q2: 1,614,643 shares; 2025Q3: 3,197,538 shares; 2025Q4: 3,256,162 shares; 2026Q1: 2,829,433 shares; 2026Q2: 2,758,825 shares 2,758,825 $113M 0.17% -70,608 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,589 shares; 2024Q4: 370,305 shares; 2025Q1: 368,369 shares; 2025Q2: 427,355 shares; 2025Q3: 420,538 shares; 2025Q4: 414,312 shares; 2026Q1: 435,644 shares; 2026Q2: 461,550 shares 461,550 $112M 0.17% +25,906 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,863 shares; 2024Q4: 626,191 shares; 2025Q1: 635,616 shares; 2025Q2: 648,538 shares; 2025Q3: 641,395 shares; 2025Q4: 614,107 shares; 2026Q1: 780,690 shares; 2026Q2: 854,200 shares 854,200 $111M 0.17% +73,510 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,204 shares; 2024Q4: 55,654 shares; 2025Q1: 59,559 shares; 2025Q2: 59,931 shares; 2025Q3: 67,894 shares; 2025Q4: 67,868 shares; 2026Q1: 129,660 shares; 2026Q2: 144,712 shares 144,712 $110M 0.17% +15,052 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,464 shares; 2024Q4: 164,324 shares; 2025Q1: 147,409 shares; 2025Q2: 110,982 shares; 2025Q3: 123,325 shares; 2025Q4: 121,086 shares; 2026Q1: 232,248 shares; 2026Q2: 262,463 shares 262,463 $109M 0.17% +30,215 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,850 shares; 2024Q4: 152,239 shares; 2025Q1: 338,246 shares; 2025Q2: 348,641 shares; 2025Q3: 354,583 shares; 2025Q4: 377,813 shares; 2026Q1: 479,942 shares; 2026Q2: 578,586 shares 578,586 $107M 0.16% +98,644 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,225 shares; 2024Q4: 8,406 shares; 2025Q1: 8,803 shares; 2025Q2: 10,825 shares; 2025Q3: 10,459 shares; 2025Q4: 11,664 shares; 2026Q1: 197,471 shares; 2026Q2: 148,180 shares 148,180 $107M 0.16% -49,291 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141,005 shares; 2024Q4: 3,320,913 shares; 2025Q1: 3,385,610 shares; 2025Q2: 3,396,843 shares; 2025Q3: 3,387,483 shares; 2025Q4: 4,236,900 shares; 2026Q1: 4,047,483 shares; 2026Q2: 3,654,324 shares 3,654,324 $106M 0.16% -393,159 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777,242 shares; 2024Q4: 825,817 shares; 2025Q1: 875,398 shares; 2025Q2: 841,454 shares; 2025Q3: 2,885,250 shares; 2025Q4: 4,309,342 shares; 2026Q1: 4,178,442 shares; 2026Q2: 4,252,032 shares 4,252,032 $104M 0.16% +73,590 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,445 shares; 2024Q4: 426,665 shares; 2025Q1: 457,782 shares; 2025Q2: 553,934 shares; 2025Q3: 577,594 shares; 2025Q4: 561,068 shares; 2026Q1: 720,217 shares; 2026Q2: 893,038 shares 893,038 $104M 0.16% +172,821 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,690 shares; 2024Q4: 123,488 shares; 2025Q1: 112,145 shares; 2025Q2: 107,265 shares; 2025Q3: 110,691 shares; 2025Q4: 1,142,511 shares; 2026Q1: 1,417,561 shares; 2026Q2: 1,433,983 shares 1,433,983 $102M 0.16% +16,422 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,750 shares; 2024Q4: 254,711 shares; 2025Q1: 323,203 shares; 2025Q2: 324,160 shares; 2025Q3: 319,897 shares; 2025Q4: 331,937 shares; 2026Q1: 334,444 shares; 2026Q2: 338,229 shares 338,229 $102M 0.16% +3,785 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,069 shares; 2024Q4: 244,595 shares; 2025Q1: 303,401 shares; 2025Q2: 120,548 shares; 2025Q3: 109,158 shares; 2025Q4: 128,772 shares; 2026Q1: 327,636 shares; 2026Q2: 648,385 shares 648,385 $102M 0.16% +320,749 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,582 shares; 2024Q4: 11,712 shares; 2025Q1: 12,629 shares; 2025Q2: 15,212 shares; 2025Q3: 22,634 shares; 2025Q4: 673,730 shares; 2026Q1: 815,568 shares; 2026Q2: 878,174 shares 878,174 $101M 0.15% +62,606 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160,704 shares; 2024Q4: 2,150,062 shares; 2025Q1: 2,123,241 shares; 2025Q2: 2,137,497 shares; 2025Q3: 2,130,180 shares; 2025Q4: 2,097,527 shares; 2026Q1: 2,096,407 shares; 2026Q2: 2,036,912 shares 2,036,912 $101M 0.15% -59,495 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,879,641 shares; 2026Q1: 7,931,555 shares; 2026Q2: 7,712,982 shares 7,712,982 $100M 0.15% -218,573 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,111 shares; 2024Q4: 5,587 shares; 2025Q1: 126,596 shares; 2025Q2: 130,988 shares; 2025Q3: 296,937 shares; 2025Q4: 293,650 shares; 2026Q1: 297,197 shares; 2026Q2: 275,077 shares 275,077 $99.8M 0.15% -22,120 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,796 shares; 2024Q4: 345,087 shares; 2025Q1: 339,574 shares; 2025Q2: 340,996 shares; 2025Q3: 320,764 shares; 2025Q4: 305,708 shares; 2026Q1: 302,706 shares; 2026Q2: 394,966 shares 394,966 $99.6M 0.15% +92,260 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,691 shares; 2024Q4: 63,640 shares; 2025Q1: 70,834 shares; 2025Q2: 79,190 shares; 2025Q3: 79,850 shares; 2025Q4: 79,160 shares; 2026Q1: 102,102 shares; 2026Q2: 136,092 shares 136,092 $98.4M 0.15% +33,990 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,210 shares; 2024Q4: 83,284 shares; 2025Q1: 93,916 shares; 2025Q2: 94,685 shares; 2025Q3: 102,851 shares; 2025Q4: 103,873 shares; 2026Q1: 721,324 shares; 2026Q2: 718,033 shares 718,033 $98.2M 0.15% -3,291 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,148 shares; 2024Q4: 201,826 shares; 2025Q1: 214,197 shares; 2025Q2: 210,532 shares; 2025Q3: 206,268 shares; 2025Q4: 207,993 shares; 2026Q1: 347,942 shares; 2026Q2: 358,748 shares 358,748 $97.6M 0.15% +10,806 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,458 shares; 2024Q4: 259,334 shares; 2025Q1: 292,128 shares; 2025Q2: 297,769 shares; 2025Q3: 296,573 shares; 2025Q4: 303,566 shares; 2026Q1: 336,103 shares; 2026Q2: 499,875 shares 499,875 $94.8M 0.15% +163,772 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,499 shares; 2024Q4: 38,035 shares; 2025Q1: 26,786 shares; 2025Q2: 33,342 shares; 2025Q3: 31,415 shares; 2025Q4: 150,993 shares; 2026Q1: 815,733 shares; 2026Q2: 825,467 shares 825,467 $93.1M 0.14% +9,734 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,113 shares; 2024Q4: 74,708 shares; 2025Q1: 124,949 shares; 2025Q2: 123,435 shares; 2025Q3: 123,185 shares; 2025Q4: 106,507 shares; 2026Q1: 486,903 shares; 2026Q2: 414,377 shares 414,377 $92.8M 0.14% -72,526 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,171,229 shares; 2026Q1: 1,536,274 shares; 2026Q2: 1,509,491 shares 1,509,491 $90.8M 0.14% -26,783 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,303 shares; 2024Q4: 159,205 shares; 2025Q1: 169,965 shares; 2025Q2: 176,010 shares; 2025Q3: 185,851 shares; 2025Q4: 190,397 shares; 2026Q1: 192,997 shares; 2026Q2: 193,792 shares 193,792 $88.9M 0.14% +795 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665,042 shares; 2024Q4: 771,537 shares; 2025Q1: 791,317 shares; 2025Q2: 834,591 shares; 2025Q3: 829,865 shares; 2025Q4: 929,038 shares; 2026Q1: 1,088,041 shares; 2026Q2: 1,067,096 shares 1,067,096 $88.2M 0.14% -20,945 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,260 shares; 2024Q4: 223,577 shares; 2025Q1: 246,166 shares; 2025Q2: 246,168 shares; 2025Q3: 244,490 shares; 2025Q4: 247,164 shares; 2026Q1: 253,496 shares; 2026Q2: 254,810 shares 254,810 $87.6M 0.13% +1,314 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,565 shares; 2024Q4: 406,894 shares; 2025Q1: 428,247 shares; 2025Q2: 409,396 shares; 2025Q3: 406,933 shares; 2025Q4: 403,748 shares; 2026Q1: 402,442 shares; 2026Q2: 398,832 shares 398,832 $87.5M 0.13% -3,610 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412,507 shares; 2024Q4: 1,413,619 shares; 2025Q1: 6,216,821 shares; 2025Q2: 4,274,436 shares; 2025Q3: 4,237,347 shares; 2025Q4: 3,278,074 shares; 2026Q1: 3,485,448 shares; 2026Q2: 3,628,237 shares 3,628,237 $87.4M 0.13% +142,789 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,805 shares; 2024Q4: 249,646 shares; 2025Q1: 268,389 shares; 2025Q2: 245,266 shares; 2025Q3: 230,333 shares; 2025Q4: 233,380 shares; 2026Q1: 233,904 shares; 2026Q2: 234,993 shares 234,993 $86.6M 0.13% +1,089 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,142 shares; 2024Q4: 13,656 shares; 2025Q1: 212,544 shares; 2025Q2: 214,781 shares; 2025Q3: 218,961 shares; 2025Q4: 220,817 shares; 2026Q1: 365,997 shares; 2026Q2: 364,628 shares 364,628 $86.5M 0.13% -1,369 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,475 shares; 2024Q4: 237,306 shares; 2025Q1: 299,027 shares; 2025Q2: 226,273 shares; 2025Q3: 224,940 shares; 2025Q4: 250,978 shares; 2026Q1: 163,610 shares; 2026Q2: 202,285 shares 202,285 $86.3M 0.13% +38,675 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582,967 shares; 2024Q4: 722,782 shares; 2025Q1: 1,054,238 shares; 2025Q2: 1,135,167 shares; 2025Q3: 1,220,171 shares; 2025Q4: 1,240,395 shares; 2026Q1: 1,227,176 shares; 2026Q2: 1,084,020 shares 1,084,020 $84.7M 0.13% -143,156 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,182 shares; 2024Q4: 508,664 shares; 2025Q1: 539,161 shares; 2025Q2: 535,580 shares; 2025Q3: 554,798 shares; 2025Q4: 654,947 shares; 2026Q1: 675,130 shares; 2026Q2: 613,343 shares 613,343 $83M 0.13% -61,787 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,276 shares; 2024Q4: 16,653 shares; 2025Q1: 431,637 shares; 2025Q2: 521,946 shares; 2025Q3: 552,929 shares; 2025Q4: 558,732 shares; 2026Q1: 535,366 shares; 2026Q2: 375,091 shares 375,091 $82.8M 0.13% -160,275 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,405 shares; 2024Q4: 72,403 shares; 2025Q1: 99,588 shares; 2025Q2: 94,351 shares; 2025Q3: 97,887 shares; 2025Q4: 316,950 shares; 2026Q1: 329,623 shares; 2026Q2: 335,664 shares 335,664 $82.6M 0.13% +6,041 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,314 shares; 2024Q4: 285,630 shares; 2025Q1: 271,708 shares; 2025Q2: 272,362 shares; 2025Q3: 270,855 shares; 2025Q4: 2,898,200 shares; 2026Q1: 2,952,121 shares; 2026Q2: 2,231,887 shares 2,231,887 $82.2M 0.13% -720,234 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,726 shares; 2024Q4: 49,067 shares; 2025Q1: 37,377 shares; 2025Q2: 32,146 shares; 2025Q3: 32,441 shares; 2025Q4: 29,931 shares; 2026Q1: 1,626,980 shares; 2026Q2: 1,569,546 shares 1,569,546 $81.9M 0.13% -57,434 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,910 shares; 2024Q4: 58,253 shares; 2025Q1: 837,112 shares; 2025Q2: 737,052 shares; 2025Q3: 752,541 shares; 2025Q4: 762,520 shares; 2026Q1: 761,831 shares; 2026Q2: 856,123 shares 856,123 $81.9M 0.13% +94,292 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 430 shares; 2025Q1: 515 shares; 2025Q2: 6,153 shares; 2025Q3: 10,017 shares; 2025Q4: 9,755 shares; 2026Q1: 370,074 shares; 2026Q2: 423,429 shares 423,429 $80.8M 0.12% +53,355 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261,120 shares; 2024Q4: 1,170,473 shares; 2025Q1: 1,216,843 shares; 2025Q2: 1,259,850 shares; 2025Q3: 1,265,324 shares; 2025Q4: 1,278,622 shares; 2026Q1: 1,304,499 shares; 2026Q2: 1,346,359 shares 1,346,359 $80.4M 0.12% +41,860 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,649 shares; 2024Q4: 85,341 shares; 2025Q1: 95,255 shares; 2025Q2: 109,604 shares; 2025Q3: 110,581 shares; 2025Q4: 113,181 shares; 2026Q1: 322,394 shares; 2026Q2: 323,224 shares 323,224 $79.6M 0.12% +830 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,285 shares; 2024Q4: 320,108 shares; 2025Q1: 348,445 shares; 2025Q2: 353,007 shares; 2025Q3: 350,354 shares; 2025Q4: 447,262 shares; 2026Q1: 421,418 shares; 2026Q2: 523,406 shares 523,406 $79.3M 0.12% +101,988 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532,985 shares; 2024Q4: 1,599,262 shares; 2025Q1: 1,710,475 shares; 2025Q2: 1,828,484 shares; 2025Q3: 1,803,311 shares; 2025Q4: 1,768,853 shares; 2026Q1: 1,790,838 shares; 2026Q2: 1,769,882 shares 1,769,882 $78.7M 0.12% -20,956 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,874 shares; 2024Q4: 612,634 shares; 2025Q1: 1,453,160 shares; 2025Q2: 1,484,067 shares; 2025Q3: 1,478,814 shares; 2025Q4: 1,512,549 shares; 2026Q1: 1,119,263 shares; 2026Q2: 1,454,156 shares 1,454,156 $78M 0.12% +334,893 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,966 shares; 2024Q4: 55,503 shares; 2025Q1: 60,573 shares; 2025Q2: 60,289 shares; 2025Q3: 61,290 shares; 2025Q4: 66,276 shares; 2026Q1: 154,580 shares; 2026Q2: 180,184 shares 180,184 $76.8M 0.12% +25,604 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,190 shares; 2024Q4: 8,782 shares; 2025Q1: 252,071 shares; 2025Q2: 259,995 shares; 2025Q3: 268,096 shares; 2025Q4: 268,588 shares; 2026Q1: 324,420 shares; 2026Q2: 316,907 shares 316,907 $76.7M 0.12% -7,513 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,064 shares; 2025Q3: 1,061,229 shares; 2025Q4: 1,212,920 shares; 2026Q1: 1,282,009 shares; 2026Q2: 1,512,748 shares 1,512,748 $76.6M 0.12% +230,739 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277,485 shares; 2024Q4: 2,447,510 shares; 2025Q1: 2,430,562 shares; 2025Q2: 2,453,340 shares; 2025Q3: 2,460,899 shares; 2025Q4: 2,544,917 shares; 2026Q1: 2,531,940 shares; 2026Q2: 2,536,730 shares 2,536,730 $76.5M 0.12% +4,790 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805,581 shares; 2024Q4: 806,070 shares; 2025Q1: 804,552 shares; 2025Q2: 806,377 shares; 2025Q3: 811,350 shares; 2025Q4: 812,125 shares; 2026Q1: 831,645 shares; 2026Q2: 526,506 shares 526,506 $76.1M 0.12% -305,139 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,945 shares; 2024Q4: 180,399 shares; 2025Q1: 177,121 shares; 2025Q2: 175,309 shares; 2025Q3: 157,584 shares; 2025Q4: 932,281 shares; 2026Q1: 921,951 shares; 2026Q2: 922,805 shares 922,805 $75.6M 0.12% +854 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390,882 shares; 2024Q4: 1,367,336 shares; 2025Q1: 1,385,223 shares; 2025Q2: 1,422,454 shares; 2025Q3: 1,443,837 shares; 2025Q4: 1,411,172 shares; 2026Q1: 1,376,968 shares; 2026Q2: 1,797,525 shares 1,797,525 $74.3M 0.11% +420,557 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,743 shares; 2024Q4: 23,387 shares; 2025Q1: 17,918 shares; 2025Q2: 22,992 shares; 2025Q3: 23,756 shares; 2025Q4: 22,754 shares; 2026Q1: 22,203 shares; 2026Q2: 998,634 shares 998,634 $74.1M 0.11% +976,431 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084,023 shares; 2024Q4: 1,075,876 shares; 2025Q1: 1,164,274 shares; 2025Q2: 1,245,442 shares; 2025Q3: 1,312,993 shares; 2025Q4: 1,336,996 shares; 2026Q1: 1,490,284 shares; 2026Q2: 1,568,916 shares 1,568,916 $73.6M 0.11% +78,632 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,272 shares; 2024Q4: 27,779 shares; 2025Q1: 31,601 shares; 2025Q2: 34,040 shares; 2025Q3: 33,496 shares; 2025Q4: 72,666 shares; 2026Q1: 259,885 shares; 2026Q2: 266,954 shares 266,954 $73.6M 0.11% +7,069 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,786 shares; 2024Q4: 374,864 shares; 2025Q1: 391,153 shares; 2025Q2: 402,550 shares; 2025Q3: 407,239 shares; 2025Q4: 410,016 shares; 2026Q1: 435,479 shares; 2026Q2: 436,886 shares 436,886 $73.6M 0.11% +1,407 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044,221 shares; 2024Q4: 1,102,255 shares; 2025Q1: 1,128,706 shares; 2025Q2: 1,156,864 shares; 2025Q3: 1,160,650 shares; 2025Q4: 1,171,112 shares; 2026Q1: 1,216,270 shares; 2026Q2: 616,516 shares 616,516 $72.3M 0.11% -599,754 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,155 shares; 2024Q4: 55,425 shares; 2025Q1: 164,187 shares; 2025Q2: 163,335 shares; 2025Q3: 165,107 shares; 2025Q4: 167,038 shares; 2026Q1: 124,098 shares; 2026Q2: 136,606 shares 136,606 $71.4M 0.11% +12,508 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,519 shares; 2024Q4: 178,616 shares; 2025Q1: 189,349 shares; 2025Q2: 185,026 shares; 2025Q3: 184,670 shares; 2025Q4: 206,191 shares; 2026Q1: 277,363 shares; 2026Q2: 260,220 shares 260,220 $70.3M 0.11% -17,143 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911,396 shares; 2024Q4: 768,634 shares; 2025Q1: 802,897 shares; 2025Q2: 765,468 shares; 2025Q3: 760,024 shares; 2025Q4: 735,946 shares; 2026Q1: 715,391 shares; 2026Q2: 725,620 shares 725,620 $70M 0.11% +10,229 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033,931 shares; 2024Q4: 1,089,204 shares; 2025Q1: 1,047,756 shares; 2025Q2: 877,365 shares; 2025Q3: 893,012 shares; 2025Q4: 890,871 shares; 2026Q1: 857,041 shares; 2026Q2: 915,931 shares 915,931 $69.7M 0.11% +58,890 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,681 shares; 2024Q4: 432,472 shares; 2025Q1: 461,481 shares; 2025Q2: 524,063 shares; 2025Q3: 956,854 shares; 2025Q4: 1,047,846 shares; 2026Q1: 1,158,451 shares; 2026Q2: 1,370,095 shares 1,370,095 $69.2M 0.11% +211,644 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,123 shares; 2024Q4: 26,499 shares; 2025Q1: 27,749 shares; 2025Q2: 27,861 shares; 2025Q3: 27,966 shares; 2025Q4: 34,555 shares; 2026Q1: 143,337 shares; 2026Q2: 173,479 shares 173,479 $69M 0.11% +30,142 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,771 shares; 2024Q4: 453,014 shares; 2025Q1: 460,349 shares; 2025Q2: 475,910 shares; 2025Q3: 477,996 shares; 2025Q4: 479,409 shares; 2026Q1: 489,338 shares; 2026Q2: 500,578 shares 500,578 $68.8M 0.11% +11,240 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,832 shares; 2024Q4: 148,761 shares; 2025Q1: 156,119 shares; 2025Q2: 155,696 shares; 2025Q3: 159,906 shares; 2025Q4: 223,040 shares; 2026Q1: 205,156 shares; 2026Q2: 202,593 shares 202,593 $68.5M 0.1% -2,563 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: 7,038 shares; 2025Q1: 5,117 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 1,184,445 shares; 2026Q1: 1,198,576 shares; 2026Q2: 1,151,907 shares 1,151,907 $67.5M 0.1% -46,669 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,571 shares; 2024Q4: 29,448 shares; 2025Q1: 229,009 shares; 2025Q2: 241,131 shares; 2025Q3: 239,813 shares; 2025Q4: 229,571 shares; 2026Q1: 213,445 shares; 2026Q2: 195,895 shares 195,895 $67.5M 0.1% -17,550 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,537 shares; 2024Q4: 19,342 shares; 2025Q1: 27,437 shares; 2025Q2: 771,534 shares; 2025Q3: 842,106 shares; 2025Q4: 1,030,365 shares; 2026Q1: 1,095,162 shares; 2026Q2: 941,268 shares 941,268 $67.3M 0.1% -153,894 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,645 shares; 2024Q4: 11,920 shares; 2025Q1: 36,701 shares; 2025Q2: 476,494 shares; 2025Q3: 483,401 shares; 2025Q4: 603,684 shares; 2026Q1: 716,022 shares; 2026Q2: 729,197 shares 729,197 $67.2M 0.1% +13,175 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,615 shares; 2024Q4: 316,948 shares; 2025Q1: 233,334 shares; 2025Q2: 583,763 shares; 2025Q3: 528,948 shares; 2025Q4: 577,945 shares; 2026Q1: 588,709 shares; 2026Q2: 524,846 shares 524,846 $67.1M 0.1% -63,863 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737,181 shares; 2024Q4: 718,537 shares; 2025Q1: 718,091 shares; 2025Q2: 736,262 shares; 2025Q3: 690,230 shares; 2025Q4: 703,733 shares; 2026Q1: 1,049,150 shares; 2026Q2: 1,065,693 shares 1,065,693 $67M 0.1% +16,543 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520,764 shares; 2026Q2: 1,332,817 shares 1,332,817 $66.5M 0.1% -187,947 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,799 shares; 2024Q4: 56,447 shares; 2025Q1: 56,330 shares; 2025Q2: 58,692 shares; 2025Q3: 57,399 shares; 2025Q4: 60,371 shares; 2026Q1: 57,811 shares; 2026Q2: 285,776 shares 285,776 $65.6M 0.1% +227,965 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,983 shares; 2024Q4: 255,198 shares; 2025Q1: 278,120 shares; 2025Q2: 295,353 shares; 2025Q3: 312,646 shares; 2025Q4: 358,908 shares; 2026Q1: 266,275 shares; 2026Q2: 327,467 shares 327,467 $65.3M 0.1% +61,192 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 780 shares; 2025Q1: 77,514 shares; 2025Q2: 78,822 shares; 2025Q3: 73,347 shares; 2025Q4: 71,218 shares; 2026Q1: 56,812 shares; 2026Q2: 54,431 shares 54,431 $65M 0.1% -2,381 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,476 shares; 2024Q4: 6,242 shares; 2025Q1: 41,581 shares; 2025Q2: 62,032 shares; 2025Q3: 62,271 shares; 2025Q4: 114,304 shares; 2026Q1: 145,331 shares; 2026Q2: 142,881 shares 142,881 $64.7M 0.1% -2,450 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720,288 shares; 2024Q4: 749,659 shares; 2025Q1: 1,251,857 shares; 2025Q2: 1,268,124 shares; 2025Q3: 1,284,257 shares; 2025Q4: 1,286,568 shares; 2026Q1: 1,379,015 shares; 2026Q2: 1,399,236 shares 1,399,236 $63.9M 0.1% +20,221 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,248 shares; 2024Q4: 403,481 shares; 2025Q1: 418,872 shares; 2025Q2: 437,782 shares; 2025Q3: 451,582 shares; 2025Q4: 462,474 shares; 2026Q1: 490,302 shares; 2026Q2: 501,296 shares 501,296 $63.5M 0.1% +10,994 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807,709 shares; 2024Q4: 836,620 shares; 2025Q1: 421,564 shares; 2025Q2: 417,368 shares; 2025Q3: 410,685 shares; 2025Q4: 374,256 shares; 2026Q1: 415,626 shares; 2026Q2: 428,059 shares 428,059 $62.7M 0.1% +12,433 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851,068 shares; 2024Q4: 898,002 shares; 2025Q1: 1,036,170 shares; 2025Q2: 1,209,719 shares; 2025Q3: 1,184,223 shares; 2025Q4: 1,190,095 shares; 2026Q1: 1,311,860 shares; 2026Q2: 1,316,937 shares 1,316,937 $62.2M 0.1% +5,077 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856,437 shares; 2024Q4: 903,606 shares; 2025Q1: 938,825 shares; 2025Q2: 929,672 shares; 2025Q3: 571,519 shares; 2025Q4: 543,933 shares; 2026Q1: 557,553 shares; 2026Q2: 1,023,876 shares 1,023,876 $62.1M 0.1% +466,323 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,397 shares; 2024Q4: 461,031 shares; 2025Q1: 467,645 shares; 2025Q2: 465,908 shares; 2025Q3: 460,066 shares; 2025Q4: 459,419 shares; 2026Q1: 446,393 shares; 2026Q2: 428,347 shares 428,347 $61.2M 0.09% -18,046 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,644 shares; 2024Q4: 101,324 shares; 2025Q1: 106,346 shares; 2025Q2: 105,096 shares; 2025Q3: 104,639 shares; 2025Q4: 105,334 shares; 2026Q1: 207,460 shares; 2026Q2: 203,746 shares 203,746 $60.7M 0.09% -3,714 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387,073 shares; 2024Q4: 2,579,778 shares; 2025Q1: 2,523,961 shares; 2025Q2: 2,520,977 shares; 2025Q3: 2,564,945 shares; 2025Q4: 2,580,568 shares; 2026Q1: 2,986,531 shares; 2026Q2: 2,906,672 shares 2,906,672 $60.2M 0.09% -79,859 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 56 shares; 2025Q3: 57 shares; 2025Q4: 73 shares; 2026Q1: 76 shares; 2026Q2: 80 shares 80 $59.9M 0.09% +4 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,240 shares; 2024Q4: 502,739 shares; 2025Q1: 750,726 shares; 2025Q2: 739,882 shares; 2025Q3: 644,003 shares; 2025Q4: 666,453 shares; 2026Q1: 679,524 shares; 2026Q2: 672,551 shares 672,551 $59.9M 0.09% -6,973 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561,416 shares; 2024Q4: 603,198 shares; 2025Q1: 631,268 shares; 2025Q2: 694,864 shares; 2025Q3: 699,652 shares; 2025Q4: 720,107 shares; 2026Q1: 795,480 shares; 2026Q2: 826,577 shares 826,577 $59.5M 0.09% +31,097 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,530 shares; 2024Q4: 37,266 shares; 2025Q1: 39,697 shares; 2025Q2: 40,541 shares; 2025Q3: 39,443 shares; 2025Q4: 42,423 shares; 2026Q1: 44,752 shares; 2026Q2: 78,612 shares 78,612 $59.4M 0.09% +33,860 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,939 shares; 2024Q4: 58,888 shares; 2025Q1: 60,693 shares; 2025Q2: 59,529 shares; 2025Q3: 56,871 shares; 2025Q4: 55,888 shares; 2026Q1: 57,011 shares; 2026Q2: 156,167 shares 156,167 $57.9M 0.09% +99,156 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 320,772 shares; 2025Q1: 369,197 shares; 2025Q2: 165,824 shares; 2025Q3: 168,000 shares; 2025Q4: 175,601 shares; 2026Q1: 355,277 shares; 2026Q2: 331,670 shares 331,670 $56.3M 0.09% -23,607 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,806 shares; 2024Q4: 306,867 shares; 2025Q1: 321,222 shares; 2025Q2: 375,126 shares; 2025Q3: 430,426 shares; 2025Q4: 450,747 shares; 2026Q1: 433,579 shares; 2026Q2: 400,518 shares 400,518 $55.9M 0.09% -33,061 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725,852 shares; 2024Q4: 628,574 shares; 2025Q1: 639,077 shares; 2025Q2: 906,410 shares; 2025Q3: 958,127 shares; 2025Q4: 1,184,363 shares; 2026Q1: 1,063,710 shares; 2026Q2: 1,104,176 shares 1,104,176 $55.8M 0.09% +40,466 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,657 shares; 2024Q4: 165,380 shares; 2025Q1: 157,701 shares; 2025Q2: 157,546 shares; 2025Q3: 156,420 shares; 2025Q4: 352,834 shares; 2026Q1: 339,398 shares; 2026Q2: 519,179 shares 519,179 $55.6M 0.09% +179,781 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,691 shares; 2024Q4: 314,857 shares; 2025Q1: 413,880 shares; 2025Q2: 416,327 shares; 2025Q3: 398,969 shares; 2025Q4: 405,428 shares; 2026Q1: 870,443 shares; 2026Q2: 802,767 shares 802,767 $54.9M 0.08% -67,676 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639,972 shares; 2024Q4: 636,257 shares; 2025Q1: 633,536 shares; 2025Q2: 670,450 shares; 2025Q3: 664,022 shares; 2025Q4: 629,249 shares; 2026Q1: 1,317,698 shares; 2026Q2: 1,291,973 shares 1,291,973 $54.7M 0.08% -25,725 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,680 shares; 2024Q4: 94,086 shares; 2025Q1: 94,134 shares; 2025Q2: 94,266 shares; 2025Q3: 94,426 shares; 2025Q4: 93,930 shares; 2026Q1: 93,934 shares; 2026Q2: 94,312 shares 94,312 $54M 0.08% +378 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,215 shares; 2024Q4: 1,661,944 shares; 2025Q1: 1,641,423 shares; 2025Q2: 1,606,125 shares; 2025Q3: 1,515,427 shares; 2025Q4: 1,468,737 shares; 2026Q1: 1,412,254 shares; 2026Q2: 1,588,057 shares 1,588,057 $53.7M 0.08% +175,803 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,100 shares; 2024Q4: 1,037,731 shares; 2025Q1: 1,244,744 shares; 2025Q2: 1,869,995 shares; 2025Q3: 1,699,384 shares; 2025Q4: 1,616,859 shares; 2026Q1: 1,668,997 shares; 2026Q2: 1,688,134 shares 1,688,134 $53.5M 0.08% +19,137 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,861 shares; 2024Q4: 40,627 shares; 2025Q1: 36,757 shares; 2025Q2: 46,458 shares; 2025Q3: 53,298 shares; 2025Q4: 1,642,866 shares; 2026Q1: 1,944,452 shares; 2026Q2: 2,015,710 shares 2,015,710 $53.5M 0.08% +71,258 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284,052 shares; 2025Q2: 584,589 shares; 2025Q3: 1,258,796 shares; 2025Q4: 1,470,159 shares; 2026Q1: 1,072,449 shares; 2026Q2: 1,054,864 shares 1,054,864 $53.1M 0.08% -17,585 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,977 shares; 2024Q4: 340,977 shares; 2025Q1: 1,320,822 shares; 2025Q2: 1,337,235 shares; 2025Q3: 1,358,564 shares; 2025Q4: 1,412,072 shares; 2026Q1: 1,403,065 shares; 2026Q2: 1,421,766 shares 1,421,766 $52.4M 0.08% +18,701 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,628 shares; 2024Q4: 198,141 shares; 2025Q1: 201,282 shares; 2025Q2: 208,204 shares; 2025Q3: 210,723 shares; 2025Q4: 210,147 shares; 2026Q1: 192,302 shares; 2026Q2: 191,096 shares 191,096 $52.3M 0.08% -1,206 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,993 shares; 2024Q4: 7,191 shares; 2025Q1: 7,736 shares; 2025Q2: 7,963 shares; 2025Q3: 7,837 shares; 2025Q4: 24,737 shares; 2026Q1: 25,753 shares; 2026Q2: 26,522 shares 26,522 $51.8M 0.08% +769 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,372 shares; 2024Q4: 135,199 shares; 2025Q1: 2,096,551 shares; 2025Q2: 2,084,585 shares; 2025Q3: 2,067,037 shares; 2025Q4: 2,320,462 shares; 2026Q1: 1,975,167 shares; 2026Q2: 1,812,732 shares 1,812,732 $51.1M 0.08% -162,435 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,937 shares; 2024Q4: 714,870 shares; 2025Q1: 709,791 shares; 2025Q2: 686,857 shares; 2025Q3: 667,130 shares; 2025Q4: 679,406 shares; 2026Q1: 687,861 shares; 2026Q2: 673,955 shares 673,955 $51.1M 0.08% -13,906 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,288 shares; 2025Q4: 5,160 shares; 2026Q1: 141,022 shares; 2026Q2: 105,029 shares 105,029 $50.7M 0.08% -35,993 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,951 shares; 2024Q4: 266,818 shares; 2025Q1: 263,539 shares; 2025Q2: 263,985 shares; 2025Q3: 251,930 shares; 2025Q4: 264,135 shares; 2026Q1: 390,440 shares; 2026Q2: 407,560 shares 407,560 $50.7M 0.08% +17,120 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,902 shares; 2024Q4: 809,707 shares; 2025Q1: 1,424,484 shares; 2025Q2: 1,615,193 shares; 2025Q3: 1,899,679 shares; 2025Q4: 1,986,057 shares; 2026Q1: 1,848,347 shares; 2026Q2: 1,895,527 shares 1,895,527 $50.3M 0.08% +47,180 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,958 shares; 2024Q4: 10,341 shares; 2025Q1: 430,957 shares; 2025Q2: 454,877 shares; 2025Q3: 473,329 shares; 2025Q4: 495,543 shares; 2026Q1: 515,592 shares; 2026Q2: 466,752 shares 466,752 $49.9M 0.08% -48,840 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483,171 shares; 2026Q2: 535,790 shares 535,790 $48.6M 0.07% +52,619 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,215 shares; 2024Q4: 61,863 shares; 2025Q1: 75,860 shares; 2025Q2: 73,269 shares; 2025Q3: 71,760 shares; 2025Q4: 67,994 shares; 2026Q1: 67,864 shares; 2026Q2: 67,963 shares 67,963 $47.8M 0.07% +99 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721,323 shares; 2024Q4: 706,735 shares; 2025Q1: 719,606 shares; 2025Q2: 726,435 shares; 2025Q3: 738,514 shares; 2025Q4: 769,890 shares; 2026Q1: 777,360 shares; 2026Q2: 757,999 shares 757,999 $47.7M 0.07% -19,361 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,663 shares; 2024Q4: 91,453 shares; 2025Q1: 261,690 shares; 2025Q2: 438,843 shares; 2025Q3: 637,108 shares; 2025Q4: 715,422 shares; 2026Q1: 526,259 shares; 2026Q2: 472,404 shares 472,404 $47.7M 0.07% -53,855 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,796 shares; 2024Q4: 617,452 shares; 2025Q1: 752,976 shares; 2025Q2: 916,258 shares; 2025Q3: 920,821 shares; 2025Q4: 941,618 shares; 2026Q1: 932,809 shares; 2026Q2: 960,004 shares 960,004 $47.3M 0.07% +27,195 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,760 shares; 2024Q4: 428,464 shares; 2025Q1: 439,440 shares; 2025Q2: 431,970 shares; 2025Q3: 431,355 shares; 2025Q4: 450,326 shares; 2026Q1: 451,060 shares; 2026Q2: 456,863 shares 456,863 $46.7M 0.07% +5,803 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,277 shares; 2024Q4: 23,232 shares; 2025Q1: 23,735 shares; 2025Q2: 25,180 shares; 2025Q3: 29,826 shares; 2025Q4: 30,109 shares; 2026Q1: 116,735 shares; 2026Q2: 157,639 shares 157,639 $46.5M 0.07% +40,904 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,190 shares; 2024Q4: 185,344 shares; 2025Q1: 192,342 shares; 2025Q2: 208,175 shares; 2025Q3: 205,642 shares; 2025Q4: 218,648 shares; 2026Q1: 251,685 shares; 2026Q2: 256,776 shares 256,776 $46.5M 0.07% +5,091 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,164 shares; 2024Q4: 674,546 shares; 2025Q1: 650,272 shares; 2025Q2: 656,713 shares; 2025Q3: 655,947 shares; 2025Q4: 650,150 shares; 2026Q1: 1,100,624 shares; 2026Q2: 1,333,572 shares 1,333,572 $46.4M 0.07% +232,948 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,557 shares; 2024Q4: 385,920 shares; 2025Q1: 448,320 shares; 2025Q2: 460,425 shares; 2025Q3: 466,721 shares; 2025Q4: 459,675 shares; 2026Q1: 451,752 shares; 2026Q2: 509,302 shares 509,302 $46.2M 0.07% +57,550 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,244 shares; 2024Q4: 71,594 shares; 2025Q1: 88,688 shares; 2025Q2: 92,200 shares; 2025Q3: 96,022 shares; 2025Q4: 103,104 shares; 2026Q1: 120,400 shares; 2026Q2: 122,713 shares 122,713 $45.9M 0.07% +2,313 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,161 shares; 2024Q4: 34,254 shares; 2025Q1: 359,124 shares; 2025Q2: 370,017 shares; 2025Q3: 379,511 shares; 2025Q4: 400,114 shares; 2026Q1: 471,504 shares; 2026Q2: 486,689 shares 486,689 $45.4M 0.07% +15,185 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,446 shares; 2024Q4: 66,763 shares; 2025Q1: 85,716 shares; 2025Q2: 86,685 shares; 2025Q3: 85,707 shares; 2025Q4: 86,732 shares; 2026Q1: 94,073 shares; 2026Q2: 90,308 shares 90,308 $45.3M 0.07% -3,765 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830,262 shares; 2024Q4: 1,150,656 shares; 2025Q1: 1,411,248 shares; 2025Q2: 1,540,954 shares; 2025Q3: 1,647,824 shares; 2025Q4: 1,655,925 shares; 2026Q1: 1,956,875 shares; 2026Q2: 2,028,738 shares 2,028,738 $45.2M 0.07% +71,863 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838,774 shares; 2024Q4: 808,447 shares; 2025Q1: 790,119 shares; 2025Q2: 796,681 shares; 2025Q3: 776,997 shares; 2025Q4: 726,480 shares; 2026Q1: 719,795 shares; 2026Q2: 697,411 shares 697,411 $45M 0.07% -22,384 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,184 shares; 2024Q4: 196,502 shares; 2025Q1: 208,701 shares; 2025Q2: 214,172 shares; 2025Q3: 224,984 shares; 2025Q4: 78,479 shares; 2026Q1: 72,372 shares; 2026Q2: 70,144 shares 70,144 $44.5M 0.07% -2,228 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,105 shares; 2024Q4: 16,743 shares; 2025Q1: 204,966 shares; 2025Q2: 201,785 shares; 2025Q3: 203,636 shares; 2025Q4: 202,314 shares; 2026Q1: 210,675 shares; 2026Q2: 209,519 shares 209,519 $44.1M 0.07% -1,156 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 4,856 shares; 2025Q1: 8,366 shares; 2025Q2: 8,196 shares; 2025Q3: 7,866 shares; 2025Q4: 7,931 shares; 2026Q1: 70,211 shares; 2026Q2: 68,232 shares 68,232 $43.7M 0.07% -1,979 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,964 shares; 2024Q4: 36,272 shares; 2025Q1: 58,325 shares; 2025Q2: 60,344 shares; 2025Q3: 61,532 shares; 2025Q4: 63,877 shares; 2026Q1: 76,454 shares; 2026Q2: 138,667 shares 138,667 $43.7M 0.07% +62,213 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,600 shares; 2024Q4: 142,123 shares; 2025Q1: 132,535 shares; 2025Q2: 244,854 shares; 2025Q3: 251,851 shares; 2025Q4: 230,276 shares; 2026Q1: 540,783 shares; 2026Q2: 471,968 shares 471,968 $43.5M 0.07% -68,815 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,364 shares; 2024Q4: 24,243 shares; 2025Q1: 22,467 shares; 2025Q2: 26,159 shares; 2025Q3: 32,297 shares; 2025Q4: 32,975 shares; 2026Q1: 38,585 shares; 2026Q2: 44,913 shares 44,913 $43.3M 0.07% +6,328 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,289 shares; 2024Q4: 98,780 shares; 2025Q1: 108,119 shares; 2025Q2: 118,516 shares; 2025Q3: 116,750 shares; 2025Q4: 153,149 shares; 2026Q1: 177,094 shares; 2026Q2: 169,284 shares 169,284 $43.2M 0.07% -7,810 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,234 shares; 2024Q4: 52,300 shares; 2025Q1: 480,252 shares; 2025Q2: 496,647 shares; 2025Q3: 513,522 shares; 2025Q4: 715,010 shares; 2026Q1: 763,045 shares; 2026Q2: 731,329 shares 731,329 $43.1M 0.07% -31,716 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,884 shares; 2024Q4: 20,952 shares; 2025Q1: 89,795 shares; 2025Q2: 93,459 shares; 2025Q3: 91,710 shares; 2025Q4: 100,208 shares; 2026Q1: 361,993 shares; 2026Q2: 350,253 shares 350,253 $43.1M 0.07% -11,740 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,951 shares; 2024Q4: 53,236 shares; 2025Q1: 56,027 shares; 2025Q2: 56,758 shares; 2025Q3: 58,917 shares; 2025Q4: 62,053 shares; 2026Q1: 59,739 shares; 2026Q2: 60,158 shares 60,158 $42.9M 0.07% +419 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710,719 shares; 2024Q4: 1,846,654 shares; 2025Q1: 1,926,927 shares; 2025Q2: 431,788 shares; 2025Q3: 400,732 shares; 2025Q4: 386,092 shares; 2026Q1: 372,543 shares; 2026Q2: 361,510 shares 361,510 $42.5M 0.07% -11,033 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,569 shares; 2025Q1: 174,842 shares; 2025Q2: 174,311 shares; 2025Q3: 176,353 shares; 2025Q4: 175,244 shares; 2026Q1: 170,053 shares; 2026Q2: 162,466 shares 162,466 $41.9M 0.06% -7,587 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,248 shares; 2024Q4: 70,490 shares; 2025Q1: 181,836 shares; 2025Q2: 184,643 shares; 2025Q3: 176,035 shares; 2025Q4: 220,738 shares; 2026Q1: 248,471 shares; 2026Q2: 255,660 shares 255,660 $41.8M 0.06% +7,189 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,282 shares; 2024Q4: 767,559 shares; 2025Q1: 941,078 shares; 2025Q2: 964,881 shares; 2025Q3: 983,263 shares; 2025Q4: 1,084,009 shares; 2026Q1: 1,106,106 shares; 2026Q2: 1,142,727 shares 1,142,727 $41.3M 0.06% +36,621 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,350 shares; 2024Q4: 260,779 shares; 2025Q1: 257,695 shares; 2025Q2: 266,231 shares; 2025Q3: 249,066 shares; 2025Q4: 270,663 shares; 2026Q1: 417,129 shares; 2026Q2: 425,480 shares 425,480 $41M 0.06% +8,351 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 985,755 shares; 2025Q4: 985,755 shares; 2026Q1: 1,016,192 shares; 2026Q2: 804,293 shares 804,293 $40.8M 0.06% -211,899 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,113 shares; 2024Q4: 188,379 shares; 2025Q1: 371,131 shares; 2025Q2: 658,661 shares; 2025Q3: 704,030 shares; 2025Q4: 748,872 shares; 2026Q1: 1,487,279 shares; 2026Q2: 1,556,633 shares 1,556,633 $40.8M 0.06% +69,354 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,915 shares; 2024Q4: 154,100 shares; 2025Q1: 143,818 shares; 2025Q2: 174,316 shares; 2025Q3: 147,147 shares; 2025Q4: 168,365 shares; 2026Q1: 198,562 shares; 2026Q2: 191,216 shares 191,216 $40.7M 0.06% -7,346 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,346 shares; 2024Q4: 274,011 shares; 2025Q1: 280,556 shares; 2025Q2: 249,806 shares; 2025Q3: 257,610 shares; 2025Q4: 369,806 shares; 2026Q1: 384,718 shares; 2026Q2: 392,564 shares 392,564 $40.6M 0.06% +7,846 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,804 shares; 2024Q4: 114,865 shares; 2025Q1: 115,655 shares; 2025Q2: 113,680 shares; 2025Q3: 121,588 shares; 2025Q4: 124,594 shares; 2026Q1: 126,965 shares; 2026Q2: 128,784 shares 128,784 $40.3M 0.06% +1,819 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,566 shares; 2024Q4: 582,493 shares; 2025Q1: 795,254 shares; 2025Q2: 915,875 shares; 2025Q3: 933,163 shares; 2025Q4: 945,652 shares; 2026Q1: 987,300 shares; 2026Q2: 951,959 shares 951,959 $40.3M 0.06% -35,341 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 827,999 shares; 2026Q2: 882,053 shares 882,053 $39.7M 0.06% +54,054 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,961 shares; 2024Q4: 161,943 shares; 2025Q1: 162,384 shares; 2025Q2: 164,629 shares; 2025Q3: 159,306 shares; 2025Q4: 159,639 shares; 2026Q1: 165,928 shares; 2026Q2: 248,509 shares 248,509 $39.4M 0.06% +82,581 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312,776 shares; 2024Q4: 1,322,897 shares; 2025Q1: 1,108,548 shares; 2025Q2: 890,705 shares; 2025Q3: 788,883 shares; 2025Q4: 732,213 shares; 2026Q1: 628,227 shares; 2026Q2: 588,058 shares 588,058 $39.2M 0.06% -40,169 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,012 shares; 2024Q4: 23,934 shares; 2025Q1: 407,913 shares; 2025Q2: 405,397 shares; 2025Q3: 407,023 shares; 2025Q4: 408,361 shares; 2026Q1: 387,642 shares; 2026Q2: 285,243 shares 285,243 $39.1M 0.06% -102,399 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,047 shares; 2024Q4: 351,295 shares; 2025Q1: 374,742 shares; 2025Q2: 376,931 shares; 2025Q3: 368,581 shares; 2025Q4: 359,800 shares; 2026Q1: 356,993 shares; 2026Q2: 354,020 shares 354,020 $39.1M 0.06% -2,973 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,271 shares; 2024Q4: 414,160 shares; 2025Q1: 547,350 shares; 2025Q2: 848,317 shares; 2025Q3: 848,818 shares; 2025Q4: 859,092 shares; 2026Q1: 886,985 shares; 2026Q2: 876,248 shares 876,248 $38.4M 0.06% -10,737 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,640 shares; 2024Q4: 8,037 shares; 2025Q1: 17,645 shares; 2025Q2: 17,185 shares; 2025Q3: 17,664 shares; 2025Q4: 17,870 shares; 2026Q1: 20,049 shares; 2026Q2: 39,779 shares 39,779 $38.2M 0.06% +19,730 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,040 shares; 2024Q4: 36,344 shares; 2025Q1: 42,619 shares; 2025Q2: 34,286 shares; 2025Q3: 32,848 shares; 2025Q4: 43,603 shares; 2026Q1: 166,652 shares; 2026Q2: 127,842 shares 127,842 $38.1M 0.06% -38,810 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,952 shares 166,952 $37.4M 0.06% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,692 shares; 2025Q2: 923,440 shares; 2025Q3: 997,496 shares; 2025Q4: 1,035,503 shares; 2026Q1: 1,112,599 shares; 2026Q2: 1,131,525 shares 1,131,525 $37.3M 0.06% +18,926 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167,752 shares 167,752 $37.1M 0.06% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,600 shares; 2025Q1: 3,194 shares; 2025Q2: 5,436 shares; 2025Q3: 6,401 shares; 2025Q4: 14,076 shares; 2026Q1: 17,469 shares; 2026Q2: 18,634 shares 18,634 $36.9M 0.06% +1,165 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,900 shares; 2024Q4: 158,299 shares; 2025Q1: 168,883 shares; 2025Q2: 168,430 shares; 2025Q3: 160,232 shares; 2025Q4: 169,329 shares; 2026Q1: 176,075 shares; 2026Q2: 176,155 shares 176,155 $36.8M 0.06% +80 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,840 shares; 2024Q4: 220,423 shares; 2025Q1: 236,391 shares; 2025Q2: 234,304 shares; 2025Q3: 231,996 shares; 2025Q4: 245,824 shares; 2026Q1: 266,922 shares; 2026Q2: 256,172 shares 256,172 $36.7M 0.06% -10,750 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,425 shares; 2024Q4: 589,568 shares; 2025Q1: 705,786 shares; 2025Q2: 767,151 shares; 2025Q3: 901,136 shares; 2025Q4: 1,360,874 shares; 2026Q1: 1,455,970 shares; 2026Q2: 1,512,130 shares 1,512,130 $36.6M 0.06% +56,160 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,946 shares; 2024Q4: 195,831 shares; 2025Q1: 196,917 shares; 2025Q2: 187,379 shares; 2025Q3: 188,237 shares; 2025Q4: 192,600 shares; 2026Q1: 209,117 shares; 2026Q2: 204,482 shares 204,482 $36.5M 0.06% -4,635 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798,987 shares; 2024Q4: 837,566 shares; 2025Q1: 851,168 shares; 2025Q2: 845,551 shares; 2025Q3: 841,977 shares; 2025Q4: 839,263 shares; 2026Q1: 830,067 shares; 2026Q2: 815,457 shares 815,457 $36.2M 0.06% -14,610 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,020 shares; 2024Q4: 12,766 shares; 2025Q1: 21,959 shares; 2025Q2: 30,617 shares; 2025Q3: 19,959 shares; 2025Q4: 40,787 shares; 2026Q1: 41,779 shares; 2026Q2: 672,988 shares 672,988 $35.8M 0.05% +631,209 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,077 shares; 2024Q4: 494,851 shares; 2025Q1: 497,704 shares; 2025Q2: 516,143 shares; 2025Q3: 583,340 shares; 2025Q4: 467,918 shares; 2026Q1: 474,030 shares; 2026Q2: 464,429 shares 464,429 $35.6M 0.05% -9,601 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,762 shares; 2024Q4: 132,078 shares; 2025Q1: 137,095 shares; 2025Q2: 146,235 shares; 2025Q3: 143,696 shares; 2025Q4: 131,988 shares; 2026Q1: 131,173 shares; 2026Q2: 134,960 shares 134,960 $35.2M 0.05% +3,787 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,106 shares; 2024Q4: 531,335 shares; 2025Q1: 543,361 shares; 2025Q2: 523,325 shares; 2025Q3: 457,522 shares; 2025Q4: 541,683 shares; 2026Q1: 676,445 shares; 2026Q2: 607,026 shares 607,026 $35M 0.05% -69,419 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,327 shares; 2024Q4: 232,438 shares; 2025Q1: 207,769 shares; 2025Q2: 381,597 shares; 2025Q3: 386,643 shares; 2025Q4: 307,315 shares; 2026Q1: 339,962 shares; 2026Q2: 328,544 shares 328,544 $34.9M 0.05% -11,418 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 692,020 shares; 2024Q4: 886,426 shares; 2025Q1: 1,171,737 shares; 2025Q2: 1,406,620 shares; 2025Q3: 1,498,487 shares; 2025Q4: 2,917,315 shares; 2026Q1: 1,544,174 shares; 2026Q2: 1,415,924 shares 1,415,924 $34.3M 0.05% -128,250 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761,953 shares; 2024Q4: 762,130 shares; 2025Q1: 735,983 shares; 2025Q2: 731,977 shares; 2025Q3: 738,290 shares; 2025Q4: 734,736 shares; 2026Q1: 721,661 shares; 2026Q2: 680,372 shares 680,372 $33.9M 0.05% -41,289 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,415 shares; 2024Q4: 56,876 shares; 2025Q1: 56,790 shares; 2025Q2: 164,533 shares; 2025Q3: 181,358 shares; 2025Q4: 180,574 shares; 2026Q1: 103,667 shares; 2026Q2: 201,895 shares 201,895 $33.9M 0.05% +98,228 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,289 shares; 2024Q4: 129,703 shares; 2025Q1: 221,914 shares; 2025Q2: 209,834 shares; 2025Q3: 208,464 shares; 2025Q4: 203,623 shares; 2026Q1: 197,482 shares; 2026Q2: 188,922 shares 188,922 $33.7M 0.05% -8,560 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,319 shares; 2024Q4: 210,501 shares; 2025Q1: 212,983 shares; 2025Q2: 214,400 shares; 2025Q3: 220,418 shares; 2025Q4: 225,197 shares; 2026Q1: 227,567 shares; 2026Q2: 234,058 shares 234,058 $33.2M 0.05% +6,491 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,253 shares; 2024Q4: 204,772 shares; 2025Q1: 209,071 shares; 2025Q2: 213,423 shares; 2025Q3: 220,267 shares; 2025Q4: 224,867 shares; 2026Q1: 228,110 shares; 2026Q2: 234,669 shares 234,669 $32.9M 0.05% +6,559 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: 2,822 shares; 2025Q1: 86,704 shares; 2025Q2: 86,291 shares; 2025Q3: 85,954 shares; 2025Q4: 85,798 shares; 2026Q1: 90,769 shares; 2026Q2: 87,450 shares 87,450 $32.8M 0.05% -3,319 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,759 shares; 2024Q4: 99,482 shares; 2025Q1: 107,499 shares; 2025Q2: 105,113 shares; 2025Q3: 99,881 shares; 2025Q4: 101,038 shares; 2026Q1: 104,548 shares; 2026Q2: 104,204 shares 104,204 $32.8M 0.05% -344 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,843 shares; 2024Q4: 90,475 shares; 2025Q1: 86,645 shares; 2025Q2: 60,157 shares; 2025Q3: 61,074 shares; 2025Q4: 65,560 shares; 2026Q1: 289,047 shares; 2026Q2: 299,492 shares 299,492 $32.7M 0.05% +10,445 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,193 shares; 2024Q4: 97,754 shares; 2025Q1: 123,772 shares; 2025Q2: 169,996 shares; 2025Q3: 167,245 shares; 2025Q4: 175,747 shares; 2026Q1: 396,033 shares; 2026Q2: 394,021 shares 394,021 $32.6M 0.05% -2,012 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,891 shares; 2024Q4: 266,342 shares; 2025Q1: 282,730 shares; 2025Q2: 291,020 shares; 2025Q3: 287,613 shares; 2025Q4: 330,455 shares; 2026Q1: 370,692 shares; 2026Q2: 352,763 shares 352,763 $32.5M 0.05% -17,929 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,899 shares; 2024Q4: 102,990 shares; 2025Q1: 261,615 shares; 2025Q2: 261,638 shares; 2025Q3: 261,469 shares; 2025Q4: 268,737 shares; 2026Q1: 278,942 shares; 2026Q2: 170,806 shares 170,806 $32.5M 0.05% -108,136 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,527 shares; 2024Q4: 214,687 shares; 2025Q1: 197,870 shares; 2025Q2: 171,612 shares; 2025Q3: 146,339 shares; 2025Q4: 258,332 shares; 2026Q1: 526,661 shares; 2026Q2: 610,935 shares 610,935 $32.4M 0.05% +84,274 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 656 shares; 2025Q1: 8,721 shares; 2025Q2: 21,344 shares; 2025Q3: 21,462 shares; 2025Q4: 30,580 shares; 2026Q1: 29,451 shares; 2026Q2: 25,355 shares 25,355 $32.4M 0.05% -4,096 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,694 shares; 2024Q4: 22,253 shares; 2025Q1: 30,131 shares; 2025Q2: 24,183 shares; 2025Q3: 25,108 shares; 2025Q4: 31,642 shares; 2026Q1: 58,300 shares; 2026Q2: 270,953 shares 270,953 $32.4M 0.05% +212,653 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652,368 shares; 2024Q4: 1,240,994 shares; 2025Q1: 1,209,458 shares; 2025Q2: 1,219,371 shares; 2025Q3: 1,145,331 shares; 2025Q4: 1,164,797 shares; 2026Q1: 1,172,413 shares; 2026Q2: 1,167,782 shares 1,167,782 $32.3M 0.05% -4,631 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,243 shares; 2024Q4: 6,548 shares; 2025Q1: 525,606 shares; 2025Q2: 539,087 shares; 2025Q3: 567,956 shares; 2025Q4: 580,139 shares; 2026Q1: 614,798 shares; 2026Q2: 628,294 shares 628,294 $32.2M 0.05% +13,496 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,690 shares; 2024Q4: 245,967 shares; 2025Q1: 262,071 shares; 2025Q2: 271,016 shares; 2025Q3: 264,767 shares; 2025Q4: 291,532 shares; 2026Q1: 319,035 shares; 2026Q2: 333,976 shares 333,976 $32.1M 0.05% +14,941 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,043 shares; 2024Q4: 164,727 shares; 2025Q1: 179,814 shares; 2025Q2: 92,166 shares; 2025Q3: 103,827 shares; 2025Q4: 108,883 shares; 2026Q1: 87,294 shares; 2026Q2: 84,951 shares 84,951 $32M 0.05% -2,343 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,790 shares; 2024Q4: 64,766 shares; 2025Q1: 60,584 shares; 2025Q2: 76,662 shares; 2025Q3: 75,847 shares; 2025Q4: 79,275 shares; 2026Q1: 79,550 shares; 2026Q2: 79,296 shares 79,296 $31.2M 0.05% -254 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,666 shares; 2024Q4: 298,324 shares; 2025Q1: 296,894 shares; 2025Q2: 296,622 shares; 2025Q3: 283,538 shares; 2025Q4: 282,431 shares; 2026Q1: 306,613 shares; 2026Q2: 325,851 shares 325,851 $31.2M 0.05% +19,238 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,524 shares; 2024Q4: 78,721 shares; 2025Q1: 79,501 shares; 2025Q2: 78,507 shares; 2025Q3: 78,234 shares; 2025Q4: 78,115 shares; 2026Q1: 175,172 shares; 2026Q2: 173,022 shares 173,022 $31.1M 0.05% -2,150 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,923 shares; 2024Q4: 132,830 shares; 2025Q1: 132,767 shares; 2025Q2: 135,640 shares; 2025Q3: 133,822 shares; 2025Q4: 129,449 shares; 2026Q1: 130,653 shares; 2026Q2: 136,727 shares 136,727 $31M 0.05% +6,074 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,737 shares; 2024Q4: 63,621 shares; 2025Q1: 63,268 shares; 2025Q2: 355,394 shares; 2025Q3: 365,864 shares; 2025Q4: 398,073 shares; 2026Q1: 399,186 shares; 2026Q2: 403,393 shares 403,393 $30.9M 0.05% +4,207 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,881 shares; 2024Q4: 59,111 shares; 2025Q1: 62,975 shares; 2025Q2: 67,688 shares; 2025Q3: 73,693 shares; 2025Q4: 84,600 shares; 2026Q1: 91,760 shares; 2026Q2: 90,743 shares 90,743 $30.9M 0.05% -1,017 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,460 shares; 2024Q4: 31,648 shares; 2025Q1: 64,579 shares; 2025Q2: 64,266 shares; 2025Q3: 65,810 shares; 2025Q4: 67,602 shares; 2026Q1: 132,471 shares; 2026Q2: 145,127 shares 145,127 $30.9M 0.05% +12,656 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,130 shares; 2024Q4: 5,191 shares; 2025Q1: 5,374 shares; 2025Q2: 5,485 shares; 2025Q3: 5,307 shares; 2025Q4: 5,455 shares; 2026Q1: 5,753 shares; 2026Q2: 22,489 shares 22,489 $30.6M 0.05% +16,736 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,458 shares; 2024Q4: 43,409 shares; 2025Q1: 53,979 shares; 2025Q2: 56,195 shares; 2025Q3: 55,902 shares; 2025Q4: 46,747 shares; 2026Q1: 56,574 shares; 2026Q2: 58,934 shares 58,934 $30.6M 0.05% +2,360 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,072 shares; 2024Q4: 238,361 shares; 2025Q1: 268,258 shares; 2025Q2: 545,264 shares; 2025Q3: 534,331 shares; 2025Q4: 556,633 shares; 2026Q1: 561,100 shares; 2026Q2: 636,530 shares 636,530 $30.6M 0.05% +75,430 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,688 shares; 2024Q4: 2,721 shares; 2025Q1: 239,633 shares; 2025Q2: 240,795 shares; 2025Q3: 247,931 shares; 2025Q4: 252,172 shares; 2026Q1: 239,515 shares; 2026Q2: 214,245 shares 214,245 $30.4M 0.05% -25,270 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,762 shares; 2024Q4: 196,468 shares; 2025Q1: 224,353 shares; 2025Q2: 228,944 shares; 2025Q3: 228,572 shares; 2025Q4: 227,153 shares; 2026Q1: 160,640 shares; 2026Q2: 155,280 shares 155,280 $30.4M 0.05% -5,360 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,888 shares; 2024Q4: 301,929 shares; 2025Q1: 298,022 shares; 2025Q2: 335,882 shares; 2025Q3: 354,849 shares; 2025Q4: 355,904 shares; 2026Q1: 362,073 shares; 2026Q2: 368,474 shares 368,474 $30.3M 0.05% +6,401 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,710 shares; 2024Q4: 125,041 shares; 2025Q1: 127,077 shares; 2025Q2: 127,418 shares; 2025Q3: 125,487 shares; 2025Q4: 129,712 shares; 2026Q1: 132,215 shares; 2026Q2: 127,397 shares 127,397 $30.3M 0.05% -4,818 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,677 shares; 2024Q4: 408,899 shares; 2025Q1: 410,145 shares; 2025Q2: 413,225 shares; 2025Q3: 409,643 shares; 2025Q4: 377,716 shares; 2026Q1: 433,805 shares; 2026Q2: 406,571 shares 406,571 $29.8M 0.05% -27,234 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,666 shares; 2024Q4: 260,377 shares; 2025Q1: 278,915 shares; 2025Q2: 354,704 shares; 2025Q3: 346,062 shares; 2025Q4: 330,128 shares; 2026Q1: 374,948 shares; 2026Q2: 373,746 shares 373,746 $29.5M 0.05% -1,202 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,500 shares; 2024Q4: 50,229 shares; 2025Q1: 57,501 shares; 2025Q2: 60,339 shares; 2025Q3: 57,885 shares; 2025Q4: 60,106 shares; 2026Q1: 184,901 shares; 2026Q2: 348,732 shares 348,732 $29.5M 0.05% +163,831 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,426 shares; 2024Q4: 113,653 shares; 2025Q1: 124,688 shares; 2025Q2: 123,754 shares; 2025Q3: 122,496 shares; 2025Q4: 129,958 shares; 2026Q1: 129,970 shares; 2026Q2: 131,418 shares 131,418 $29.3M 0.04% +1,448 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,490 shares; 2024Q4: 392,325 shares; 2025Q1: 404,617 shares; 2025Q2: 482,920 shares; 2025Q3: 484,398 shares; 2025Q4: 494,673 shares; 2026Q1: 469,115 shares; 2026Q2: 467,498 shares 467,498 $29.1M 0.04% -1,617 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,172 shares; 2024Q4: 77,240 shares; 2025Q1: 77,438 shares; 2025Q2: 78,625 shares; 2025Q3: 78,998 shares; 2025Q4: 79,146 shares; 2026Q1: 78,387 shares; 2026Q2: 78,860 shares 78,860 $28.9M 0.04% +473 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,526 shares; 2024Q4: 118,254 shares; 2025Q1: 121,569 shares; 2025Q2: 120,148 shares; 2025Q3: 120,364 shares; 2025Q4: 123,187 shares; 2026Q1: 123,389 shares; 2026Q2: 144,801 shares 144,801 $28.6M 0.04% +21,412 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,350 shares; 2025Q1: 75,176 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,365 shares; 2026Q1: 766,442 shares; 2026Q2: 843,007 shares 843,007 $28.6M 0.04% +76,565 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670,086 shares; 2024Q4: 645,236 shares; 2025Q1: 617,967 shares; 2025Q2: 618,234 shares; 2025Q3: 606,430 shares; 2025Q4: 585,318 shares; 2026Q1: 588,374 shares; 2026Q2: 598,965 shares 598,965 $28.5M 0.04% +10,591 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,774 shares; 2024Q4: 22,431 shares; 2025Q1: 31,363 shares; 2025Q2: 30,548 shares; 2025Q3: 31,032 shares; 2025Q4: 32,572 shares; 2026Q1: 42,860 shares; 2026Q2: 69,661 shares 69,661 $28.4M 0.04% +26,801 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371,009 shares; 2025Q2: 379,635 shares; 2025Q3: 387,255 shares; 2025Q4: 400,298 shares; 2026Q1: 430,764 shares; 2026Q2: 436,804 shares 436,804 $28.3M 0.04% +6,040 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,152 shares; 2024Q4: 112,434 shares; 2025Q1: 120,977 shares; 2025Q2: 123,717 shares; 2025Q3: 129,074 shares; 2025Q4: 136,394 shares; 2026Q1: 140,026 shares; 2026Q2: 146,059 shares 146,059 $28M 0.04% +6,033 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,890 shares; 2024Q4: 242,118 shares; 2025Q1: 286,875 shares; 2025Q2: 274,745 shares; 2025Q3: 274,389 shares; 2025Q4: 277,073 shares; 2026Q1: 270,991 shares; 2026Q2: 269,372 shares 269,372 $28M 0.04% -1,619 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,475 shares; 2024Q4: 448,464 shares; 2025Q1: 437,871 shares; 2025Q2: 440,177 shares; 2025Q3: 437,214 shares; 2025Q4: 441,931 shares; 2026Q1: 538,203 shares; 2026Q2: 537,851 shares 537,851 $27.9M 0.04% -352 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,953 shares; 2024Q4: 108,726 shares; 2025Q1: 110,633 shares; 2025Q2: 109,816 shares; 2025Q3: 100,537 shares; 2025Q4: 101,669 shares; 2026Q1: 102,555 shares; 2026Q2: 102,987 shares 102,987 $27.6M 0.04% +432 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,435 shares; 2024Q4: 16,879 shares; 2025Q1: 24,020 shares; 2025Q2: 24,437 shares; 2025Q3: 24,820 shares; 2025Q4: 23,500 shares; 2026Q1: 26,554 shares; 2026Q2: 110,040 shares 110,040 $27.3M 0.04% +83,486 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,045 shares; 2024Q4: 121,664 shares; 2025Q1: 139,591 shares; 2025Q2: 151,265 shares; 2025Q3: 154,149 shares; 2025Q4: 161,252 shares; 2026Q1: 161,008 shares; 2026Q2: 173,384 shares 173,384 $27.2M 0.04% +12,376 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,122 shares; 2024Q4: 91,198 shares; 2025Q1: 93,452 shares; 2025Q2: 93,718 shares; 2025Q3: 90,650 shares; 2025Q4: 105,805 shares; 2026Q1: 110,780 shares; 2026Q2: 105,889 shares 105,889 $27.1M 0.04% -4,891 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,261 shares; 2024Q4: 342,810 shares; 2025Q1: 478,753 shares; 2025Q2: 534,083 shares; 2025Q3: 577,943 shares; 2025Q4: 630,281 shares; 2026Q1: 715,222 shares; 2026Q2: 722,533 shares 722,533 $27.1M 0.04% +7,311 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,491 shares; 2024Q4: 396,325 shares; 2025Q1: 457,054 shares; 2025Q2: 504,847 shares; 2025Q3: 740,071 shares; 2025Q4: 869,275 shares; 2026Q1: 989,358 shares; 2026Q2: 1,070,569 shares 1,070,569 $27M 0.04% +81,211 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,177 shares; 2024Q4: 11,674 shares; 2025Q1: 14,920 shares; 2025Q2: 24,741 shares; 2025Q3: 27,398 shares; 2025Q4: 32,637 shares; 2026Q1: 40,576 shares; 2026Q2: 42,232 shares 42,232 $27M 0.04% +1,656 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,101 shares; 2024Q4: 23,152 shares; 2025Q1: 23,507 shares; 2025Q2: 23,578 shares; 2025Q3: 23,223 shares; 2025Q4: 24,160 shares; 2026Q1: 23,679 shares; 2026Q2: 23,718 shares 23,718 $26.9M 0.04% +39 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,835 shares; 2024Q4: 73,632 shares; 2025Q1: 650,098 shares; 2025Q2: 498,559 shares; 2025Q3: 510,244 shares; 2025Q4: 485,153 shares; 2026Q1: 442,729 shares; 2026Q2: 416,244 shares 416,244 $26.7M 0.04% -26,485 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,218 shares; 2024Q4: 11,413 shares; 2025Q1: 15,033 shares; 2025Q2: 11,294 shares; 2025Q3: 11,996 shares; 2025Q4: 15,804 shares; 2026Q1: 46,664 shares; 2026Q2: 55,170 shares 55,170 $26.7M 0.04% +8,506 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,246 shares; 2024Q4: 435,080 shares; 2025Q1: 830,940 shares; 2025Q2: 739,363 shares; 2025Q3: 897,311 shares; 2025Q4: 863,617 shares; 2026Q1: 762,945 shares; 2026Q2: 787,692 shares 787,692 $26.7M 0.04% +24,747 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,309 shares; 2024Q4: 28,906 shares; 2025Q1: 30,428 shares; 2025Q2: 33,525 shares; 2025Q3: 37,778 shares; 2025Q4: 54,200 shares; 2026Q1: 65,367 shares; 2026Q2: 61,171 shares 61,171 $26.4M 0.04% -4,196 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951,552 shares; 2024Q4: 796,317 shares; 2025Q1: 803,623 shares; 2025Q2: 769,181 shares; 2025Q3: 768,266 shares; 2025Q4: 255,142 shares; 2026Q1: 211,691 shares; 2026Q2: 207,991 shares 207,991 $26.3M 0.04% -3,700 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,690 shares; 2024Q4: 219,005 shares; 2025Q1: 219,897 shares; 2025Q2: 255,911 shares; 2025Q3: 256,458 shares; 2025Q4: 506,750 shares; 2026Q1: 531,154 shares; 2026Q2: 578,365 shares 578,365 $26.2M 0.04% +47,211 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,718 shares; 2026Q1: 20,608 shares; 2026Q2: 1,321,951 shares 1,321,951 $26.2M 0.04% +1,301,343 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,292 shares; 2024Q4: 90,108 shares; 2025Q1: 83,747 shares; 2025Q2: 129,235 shares; 2025Q3: 126,319 shares; 2025Q4: 113,370 shares; 2026Q1: 110,499 shares; 2026Q2: 117,434 shares 117,434 $26M 0.04% +6,935 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,852 shares; 2024Q4: 126,177 shares; 2025Q1: 125,347 shares; 2025Q2: 125,031 shares; 2025Q3: 135,922 shares; 2025Q4: 153,788 shares; 2026Q1: 151,904 shares; 2026Q2: 150,014 shares 150,014 $25.4M 0.04% -1,890 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,975 shares; 2024Q4: 155,554 shares; 2025Q1: 195,219 shares; 2025Q2: 195,308 shares; 2025Q3: 152,304 shares; 2025Q4: 156,676 shares; 2026Q1: 162,387 shares; 2026Q2: 156,483 shares 156,483 $25.3M 0.04% -5,904 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,644 shares; 2024Q4: 144,556 shares; 2025Q1: 148,797 shares; 2025Q2: 151,893 shares; 2025Q3: 148,974 shares; 2025Q4: 179,531 shares; 2026Q1: 174,144 shares; 2026Q2: 177,439 shares 177,439 $25.3M 0.04% +3,295 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,096 shares; 2024Q4: 57,759 shares; 2025Q1: 66,569 shares; 2025Q2: 76,096 shares; 2025Q3: 56,661 shares; 2025Q4: 69,443 shares; 2026Q1: 164,859 shares; 2026Q2: 164,151 shares 164,151 $25.2M 0.04% -708 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,676 shares; 2025Q1: 2,238 shares; 2025Q2: 2,478 shares; 2025Q3: 2,635 shares; 2025Q4: 2,983 shares; 2026Q1: 6,217 shares; 2026Q2: 138,418 shares 138,418 $24.7M 0.04% +132,201 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,120 shares; 2024Q4: 268,402 shares; 2025Q1: 262,203 shares; 2025Q2: 165,778 shares; 2025Q3: 159,354 shares; 2025Q4: 626,658 shares; 2026Q1: 570,639 shares; 2026Q2: 601,607 shares 601,607 $24.5M 0.04% +30,968 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,879 shares; 2024Q4: 94,727 shares; 2025Q1: 89,777 shares; 2025Q2: 89,340 shares; 2025Q3: 81,337 shares; 2025Q4: 81,382 shares; 2026Q1: 83,199 shares; 2026Q2: 80,846 shares 80,846 $24.2M 0.04% -2,353 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,660 shares; 2024Q4: 223,310 shares; 2025Q1: 234,153 shares; 2025Q2: 244,675 shares; 2025Q3: 253,072 shares; 2025Q4: 254,579 shares; 2026Q1: 255,634 shares; 2026Q2: 269,039 shares 269,039 $24.1M 0.04% +13,405 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,291 shares; 2024Q4: 48,999 shares; 2025Q1: 115,548 shares; 2025Q2: 154,216 shares; 2025Q3: 185,854 shares; 2025Q4: 203,167 shares; 2026Q1: 209,694 shares; 2026Q2: 235,300 shares 235,300 $23.7M 0.04% +25,606 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,805 shares; 2024Q4: 43,630 shares; 2025Q1: 41,895 shares; 2025Q2: 43,806 shares; 2025Q3: 43,571 shares; 2025Q4: 40,567 shares; 2026Q1: 49,353 shares; 2026Q2: 51,112 shares 51,112 $23.5M 0.04% +1,759 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,013 shares; 2024Q4: 126,206 shares; 2025Q1: 113,653 shares; 2025Q2: 113,386 shares; 2025Q3: 94,684 shares; 2025Q4: 88,140 shares; 2026Q1: 88,376 shares; 2026Q2: 77,358 shares 77,358 $23.4M 0.04% -11,018 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,545 shares; 2024Q4: 396,611 shares; 2025Q1: 402,751 shares; 2025Q2: 394,538 shares; 2025Q3: 392,641 shares; 2025Q4: 383,933 shares; 2026Q1: 374,158 shares; 2026Q2: 369,010 shares 369,010 $23.3M 0.04% -5,148 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,940 shares; 2024Q4: 22,512 shares; 2025Q1: 27,630 shares; 2025Q2: 33,770 shares; 2025Q3: 34,524 shares; 2025Q4: 194,110 shares; 2026Q1: 182,240 shares; 2026Q2: 232,833 shares 232,833 $23.2M 0.04% +50,593 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,670 shares; 2024Q4: 7,596 shares; 2025Q1: 7,845 shares; 2025Q2: 8,391 shares; 2025Q3: 8,227 shares; 2025Q4: 8,537 shares; 2026Q1: 25,857 shares; 2026Q2: 27,937 shares 27,937 $23.2M 0.04% +2,080 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,745 shares; 2024Q4: 221,032 shares; 2025Q1: 242,670 shares; 2025Q2: 259,789 shares; 2025Q3: 326,379 shares; 2025Q4: 345,163 shares; 2026Q1: 387,231 shares; 2026Q2: 406,844 shares 406,844 $23M 0.04% +19,613 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,458 shares; 2024Q4: 532,789 shares; 2025Q1: 522,334 shares; 2025Q2: 563,799 shares; 2025Q3: 550,401 shares; 2025Q4: 581,753 shares; 2026Q1: 600,242 shares; 2026Q2: 623,026 shares 623,026 $22.9M 0.04% +22,784 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,304 shares; 2024Q4: 144,634 shares; 2025Q1: 150,140 shares; 2025Q2: 154,109 shares; 2025Q3: 154,840 shares; 2025Q4: 161,910 shares; 2026Q1: 171,179 shares; 2026Q2: 175,093 shares 175,093 $22.9M 0.04% +3,914 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639 shares; 2024Q4: 2,352 shares; 2025Q1: 44,680 shares; 2025Q2: 43,742 shares; 2025Q3: 45,297 shares; 2025Q4: 43,928 shares; 2026Q1: 43,055 shares; 2026Q2: 40,771 shares 40,771 $22.8M 0.03% -2,284 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,056 shares; 2024Q4: 21,919 shares; 2025Q1: 24,335 shares; 2025Q2: 26,248 shares; 2025Q3: 25,490 shares; 2025Q4: 31,191 shares; 2026Q1: 38,482 shares; 2026Q2: 68,638 shares 68,638 $22.8M 0.03% +30,156 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,446 shares; 2024Q4: 117,157 shares; 2025Q1: 142,419 shares; 2025Q2: 158,980 shares; 2025Q3: 172,084 shares; 2025Q4: 182,658 shares; 2026Q1: 208,592 shares; 2026Q2: 193,361 shares 193,361 $22.8M 0.03% -15,231 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,253 shares; 2024Q4: 336,808 shares; 2025Q1: 523,135 shares; 2025Q2: 523,262 shares; 2025Q3: 513,435 shares; 2025Q4: 513,537 shares; 2026Q1: 466,980 shares; 2026Q2: 467,107 shares 467,107 $22.7M 0.03% +127 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,130 shares; 2024Q4: 9,916 shares; 2025Q1: 14,288 shares; 2025Q2: 10,723 shares; 2025Q3: 14,417 shares; 2025Q4: 21,179 shares; 2026Q1: 38,502 shares; 2026Q2: 36,464 shares 36,464 $22.7M 0.03% -2,038 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,056 shares; 2024Q4: 5,699 shares; 2025Q1: 6,373 shares; 2025Q2: 40,572 shares; 2025Q3: 44,575 shares; 2025Q4: 45,357 shares; 2026Q1: 44,565 shares; 2026Q2: 42,922 shares 42,922 $22.7M 0.03% -1,643 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,910 shares; 2024Q4: 242,743 shares; 2025Q1: 269,996 shares; 2025Q2: 275,501 shares; 2025Q3: 279,526 shares; 2025Q4: 302,492 shares; 2026Q1: 404,649 shares; 2026Q2: 375,575 shares 375,575 $22.7M 0.03% -29,074 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,465 shares; 2025Q2: 8,117 shares; 2025Q3: 13,741 shares; 2025Q4: 14,918 shares; 2026Q1: 11,854 shares; 2026Q2: 9,923 shares 9,923 $22.6M 0.03% -1,931 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,924 shares; 2025Q1: 324,461 shares; 2025Q2: 248,891 shares; 2025Q3: 267,372 shares; 2025Q4: 267,982 shares; 2026Q1: 274,559 shares; 2026Q2: 281,951 shares 281,951 $22.3M 0.03% +7,392 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,341 shares; 2024Q4: 195,506 shares; 2025Q1: 182,772 shares; 2025Q2: 243,386 shares; 2025Q3: 198,860 shares; 2025Q4: 177,171 shares; 2026Q1: 142,350 shares; 2026Q2: 118,245 shares 118,245 $22.2M 0.03% -24,105 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,767 shares; 2024Q4: 60,497 shares; 2025Q1: 61,909 shares; 2025Q2: 61,967 shares; 2025Q3: 62,911 shares; 2025Q4: 73,405 shares; 2026Q1: 88,231 shares; 2026Q2: 102,505 shares 102,505 $22.2M 0.03% +14,274 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 2,052 shares; 2025Q1: 54,987 shares; 2025Q2: 54,114 shares; 2025Q3: 55,915 shares; 2025Q4: 56,576 shares; 2026Q1: 56,940 shares; 2026Q2: 47,885 shares 47,885 $22.2M 0.03% -9,055 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,157 shares; 2024Q4: 249,546 shares; 2025Q1: 243,149 shares; 2025Q2: 514,531 shares; 2025Q3: 520,670 shares; 2025Q4: 471,243 shares; 2026Q1: 738,492 shares; 2026Q2: 559,128 shares 559,128 $22.1M 0.03% -179,364 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,476 shares; 2026Q1: 149,384 shares; 2026Q2: 226,925 shares 226,925 $21.9M 0.03% +77,541 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,865 shares; 2024Q4: 139,834 shares; 2025Q1: 141,619 shares; 2025Q2: 141,762 shares; 2025Q3: 137,149 shares; 2025Q4: 135,966 shares; 2026Q1: 145,619 shares; 2026Q2: 143,320 shares 143,320 $21.8M 0.03% -2,299 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,808 shares; 2024Q4: 151,021 shares; 2025Q1: 205,640 shares; 2025Q2: 342,904 shares; 2025Q3: 303,447 shares; 2025Q4: 351,386 shares; 2026Q1: 356,431 shares; 2026Q2: 378,084 shares 378,084 $21.8M 0.03% +21,653 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,366 shares; 2024Q4: 143,487 shares; 2025Q1: 148,078 shares; 2025Q2: 158,581 shares; 2025Q3: 153,401 shares; 2025Q4: 125,262 shares; 2026Q1: 128,659 shares; 2026Q2: 132,040 shares 132,040 $21.7M 0.03% +3,381 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,211 shares; 2024Q4: 143,783 shares; 2025Q1: 59,557 shares; 2025Q2: 57,901 shares; 2025Q3: 58,026 shares; 2025Q4: 48,272 shares; 2026Q1: 47,668 shares; 2026Q2: 42,165 shares 42,165 $21.7M 0.03% -5,503 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,827 shares; 2024Q4: 48,228 shares; 2025Q1: 55,703 shares; 2025Q2: 63,625 shares; 2025Q3: 75,420 shares; 2025Q4: 87,529 shares; 2026Q1: 97,228 shares; 2026Q2: 88,242 shares 88,242 $21.6M 0.03% -8,986 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 19,480 shares; 2025Q1: 26,995 shares; 2025Q2: 24,499 shares; 2025Q3: 32,533 shares; 2025Q4: 46,490 shares; 2026Q1: 65,081 shares; 2026Q2: 151,243 shares 151,243 $21.6M 0.03% +86,162 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,921 shares; 2024Q4: 114,563 shares; 2025Q1: 112,736 shares; 2025Q2: 118,624 shares; 2025Q3: 120,950 shares; 2025Q4: 138,194 shares; 2026Q1: 188,307 shares; 2026Q2: 299,817 shares 299,817 $21.6M 0.03% +111,510 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629,542 shares; 2024Q4: 639,854 shares; 2025Q1: 117,341 shares; 2025Q2: 105,889 shares; 2025Q3: 100,158 shares; 2025Q4: 97,320 shares; 2026Q1: 96,595 shares; 2026Q2: 95,909 shares 95,909 $21.4M 0.03% -686 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087,635 shares; 2024Q4: 1,033,951 shares; 2025Q1: 1,006,410 shares; 2025Q2: 990,079 shares; 2025Q3: 302,774 shares; 2025Q4: 307,172 shares; 2026Q1: 303,477 shares; 2026Q2: 311,470 shares 311,470 $21.3M 0.03% +7,993 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,896 shares; 2024Q4: 64,845 shares; 2025Q1: 77,298 shares; 2025Q2: 82,194 shares; 2025Q3: 91,117 shares; 2025Q4: 82,667 shares; 2026Q1: 93,238 shares; 2026Q2: 81,726 shares 81,726 $21.3M 0.03% -11,512 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,550 shares; 2024Q4: 41,583 shares; 2025Q1: 38,742 shares; 2025Q2: 33,795 shares; 2025Q3: 34,696 shares; 2025Q4: 56,680 shares; 2026Q1: 82,513 shares; 2026Q2: 211,497 shares 211,497 $21.3M 0.03% +128,984 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,868 shares; 2024Q4: 113,826 shares; 2025Q1: 142,796 shares; 2025Q2: 175,705 shares; 2025Q3: 182,711 shares; 2025Q4: 197,877 shares; 2026Q1: 223,896 shares; 2026Q2: 241,389 shares 241,389 $21.2M 0.03% +17,493 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,299 shares; 2024Q4: 95,044 shares; 2025Q1: 96,625 shares; 2025Q2: 96,819 shares; 2025Q3: 92,397 shares; 2025Q4: 91,495 shares; 2026Q1: 93,676 shares; 2026Q2: 124,587 shares 124,587 $21.2M 0.03% +30,911 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,935 shares; 2024Q4: 17,718 shares; 2025Q1: 15,755 shares; 2025Q2: 14,381 shares; 2025Q3: 13,812 shares; 2025Q4: 165,253 shares; 2026Q1: 169,034 shares; 2026Q2: 177,519 shares 177,519 $21.2M 0.03% +8,485 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,321 shares; 2024Q4: 12,385 shares; 2025Q1: 22,792 shares; 2025Q2: 23,003 shares; 2025Q3: 22,311 shares; 2025Q4: 93,298 shares; 2026Q1: 97,619 shares; 2026Q2: 99,208 shares 99,208 $21.1M 0.03% +1,589 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,682 shares; 2024Q4: 298,489 shares; 2025Q1: 304,742 shares; 2025Q2: 373,704 shares; 2025Q3: 376,124 shares; 2025Q4: 363,535 shares; 2026Q1: 364,797 shares; 2026Q2: 414,814 shares 414,814 $21M 0.03% +50,017 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,542 shares; 2024Q4: 223,169 shares; 2025Q1: 291,711 shares; 2025Q2: 331,184 shares; 2025Q3: 357,165 shares; 2025Q4: 366,323 shares; 2026Q1: 382,502 shares; 2026Q2: 411,148 shares 411,148 $21M 0.03% +28,646 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576,385 shares; 2024Q4: 583,109 shares; 2025Q1: 581,935 shares; 2025Q2: 591,319 shares; 2025Q3: 590,969 shares; 2025Q4: 584,858 shares; 2026Q1: 575,117 shares; 2026Q2: 571,280 shares 571,280 $20.9M 0.03% -3,837 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,357 shares; 2024Q4: 28,066 shares; 2025Q1: 13,600 shares; 2025Q2: 512,784 shares; 2025Q3: 645,652 shares; 2025Q4: 674,977 shares; 2026Q1: 110,428 shares; 2026Q2: 101,020 shares 101,020 $20.8M 0.03% -9,408 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,250 shares; 2024Q4: 39,918 shares; 2025Q1: 48,122 shares; 2025Q2: 84,586 shares; 2025Q3: 80,554 shares; 2025Q4: 93,022 shares; 2026Q1: 110,712 shares; 2026Q2: 103,091 shares 103,091 $20.7M 0.03% -7,621 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,897 shares; 2024Q4: 28,121 shares; 2025Q1: 21,953 shares; 2025Q2: 19,698 shares; 2025Q3: 19,947 shares; 2025Q4: 20,216 shares; 2026Q1: 28,309 shares; 2026Q2: 27,258 shares 27,258 $20.7M 0.03% -1,051 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,869 shares; 2024Q4: 58,164 shares; 2025Q1: 69,911 shares; 2025Q2: 69,067 shares; 2025Q3: 73,293 shares; 2025Q4: 75,612 shares; 2026Q1: 102,493 shares; 2026Q2: 100,313 shares 100,313 $20.6M 0.03% -2,180 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,010 shares; 2024Q4: 349,780 shares; 2025Q1: 342,502 shares; 2025Q2: 358,303 shares; 2025Q3: 355,249 shares; 2025Q4: 345,832 shares; 2026Q1: 367,670 shares; 2026Q2: 377,469 shares 377,469 $20.5M 0.03% +9,799 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,629 shares; 2024Q4: 200,510 shares; 2025Q1: 345,703 shares; 2025Q2: 396,171 shares; 2025Q3: 412,883 shares; 2025Q4: 449,655 shares; 2026Q1: 492,122 shares; 2026Q2: 509,621 shares 509,621 $20.5M 0.03% +17,499 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,063 shares; 2024Q4: 102,995 shares; 2025Q1: 90,402 shares; 2025Q2: 126,342 shares; 2025Q3: 137,312 shares; 2025Q4: 101,288 shares; 2026Q1: 104,701 shares; 2026Q2: 97,958 shares 97,958 $20.3M 0.03% -6,743 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,390 shares; 2024Q4: 97,451 shares; 2025Q1: 122,702 shares; 2025Q2: 129,003 shares; 2025Q3: 134,518 shares; 2025Q4: 141,272 shares; 2026Q1: 231,208 shares; 2026Q2: 258,603 shares 258,603 $20.2M 0.03% +27,395 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,828 shares; 2024Q4: 375,826 shares; 2025Q1: 402,666 shares; 2025Q2: 405,828 shares; 2025Q3: 405,287 shares; 2025Q4: 423,312 shares; 2026Q1: 431,553 shares; 2026Q2: 425,401 shares 425,401 $20.2M 0.03% -6,152 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,885 shares; 2024Q4: 14,452 shares; 2025Q1: 17,457 shares; 2025Q2: 17,299 shares; 2025Q3: 17,181 shares; 2025Q4: 25,317 shares; 2026Q1: 93,277 shares; 2026Q2: 95,054 shares 95,054 $20.1M 0.03% +1,777 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,110 shares; 2024Q4: 418,055 shares; 2025Q1: 410,784 shares; 2025Q2: 407,700 shares; 2025Q3: 395,430 shares; 2025Q4: 406,341 shares; 2026Q1: 399,782 shares; 2026Q2: 417,548 shares 417,548 $20.1M 0.03% +17,766 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,209 shares; 2024Q4: 169,222 shares; 2025Q1: 173,905 shares; 2025Q2: 183,828 shares; 2025Q3: 195,730 shares; 2025Q4: 160,799 shares; 2026Q1: 188,802 shares; 2026Q2: 188,629 shares 188,629 $20M 0.03% -173 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,680 shares; 2024Q4: 154,302 shares; 2025Q1: 191,711 shares; 2025Q2: 159,492 shares; 2025Q3: 155,081 shares; 2025Q4: 186,170 shares; 2026Q1: 193,266 shares; 2026Q2: 343,225 shares 343,225 $20M 0.03% +149,959 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,338 shares; 2024Q4: 17,396 shares; 2025Q1: 20,324 shares; 2025Q2: 20,950 shares; 2025Q3: 20,007 shares; 2025Q4: 38,401 shares; 2026Q1: 44,424 shares; 2026Q2: 169,768 shares 169,768 $19.9M 0.03% +125,344 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,057 shares; 2024Q4: 7,672 shares; 2025Q1: 29,347 shares; 2025Q2: 38,699 shares; 2025Q3: 45,700 shares; 2025Q4: 50,114 shares; 2026Q1: 54,033 shares; 2026Q2: 68,512 shares 68,512 $19.8M 0.03% +14,479 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,456 shares; 2024Q4: 32,287 shares; 2025Q1: 181,552 shares; 2025Q2: 178,630 shares; 2025Q3: 180,025 shares; 2025Q4: 170,955 shares; 2026Q1: 74,070 shares; 2026Q2: 67,523 shares 67,523 $19.8M 0.03% -6,547 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,777 shares; 2024Q4: 31,092 shares; 2025Q1: 30,987 shares; 2025Q2: 30,814 shares; 2025Q3: 29,042 shares; 2025Q4: 33,309 shares; 2026Q1: 38,557 shares; 2026Q2: 34,256 shares 34,256 $19.8M 0.03% -4,301 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,945 shares; 2024Q4: 215,354 shares; 2025Q1: 213,290 shares; 2025Q2: 217,688 shares; 2025Q3: 218,028 shares; 2025Q4: 973,407 shares; 2026Q1: 953,077 shares; 2026Q2: 950,646 shares 950,646 $19.6M 0.03% -2,431 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,783 shares; 2024Q4: 329,342 shares; 2025Q1: 312,009 shares; 2025Q2: 336,570 shares; 2025Q3: 348,825 shares; 2025Q4: 488,797 shares; 2026Q1: 492,260 shares; 2026Q2: 362,647 shares 362,647 $19.6M 0.03% -129,613 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,621 shares; 2024Q4: 344,172 shares; 2025Q1: 611,412 shares; 2025Q2: 728,735 shares; 2025Q3: 803,298 shares; 2025Q4: 860,845 shares; 2026Q1: 712,535 shares; 2026Q2: 738,981 shares 738,981 $19.5M 0.03% +26,446 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,486 shares; 2024Q4: 493,926 shares; 2025Q1: 478,207 shares; 2025Q2: 512,118 shares; 2025Q3: 517,061 shares; 2025Q4: 762,872 shares; 2026Q1: 798,230 shares; 2026Q2: 1,011,197 shares 1,011,197 $19.3M 0.03% +212,967 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,004 shares; 2024Q4: 36,717 shares; 2025Q1: 40,356 shares; 2025Q2: 42,143 shares; 2025Q3: 45,513 shares; 2025Q4: 51,253 shares; 2026Q1: 60,178 shares; 2026Q2: 53,953 shares 53,953 $19.1M 0.03% -6,225 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,328 shares; 2024Q4: 14,829 shares; 2025Q1: 12,087 shares; 2025Q2: 12,613 shares; 2025Q3: 11,815 shares; 2025Q4: 13,944 shares; 2026Q1: 143,760 shares; 2026Q2: 337,298 shares 337,298 $18.9M 0.03% +193,538 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,170 shares; 2024Q4: 81,260 shares; 2025Q1: 82,077 shares; 2025Q2: 81,170 shares; 2025Q3: 82,707 shares; 2025Q4: 82,000 shares; 2026Q1: 85,936 shares; 2026Q2: 83,300 shares 83,300 $18.9M 0.03% -2,636 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,108 shares; 2024Q4: 250,044 shares; 2025Q1: 428,747 shares; 2025Q2: 581,680 shares; 2025Q3: 603,296 shares; 2025Q4: 634,034 shares; 2026Q1: 715,278 shares; 2026Q2: 926,463 shares 926,463 $18.9M 0.03% +211,185 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,278 shares; 2024Q4: 72,554 shares; 2025Q1: 73,514 shares; 2025Q2: 88,666 shares; 2025Q3: 56,849 shares; 2025Q4: 49,312 shares; 2026Q1: 58,414 shares; 2026Q2: 56,334 shares 56,334 $18.9M 0.03% -2,080 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,542 shares; 2024Q4: 9,605 shares; 2025Q1: 24,844 shares; 2025Q2: 25,412 shares; 2025Q3: 32,104 shares; 2025Q4: 29,268 shares; 2026Q1: 74,060 shares; 2026Q2: 78,324 shares 78,324 $18.7M 0.03% +4,264 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,354 shares; 2024Q4: 186,712 shares; 2025Q1: 300,814 shares; 2025Q2: 313,213 shares; 2025Q3: 339,322 shares; 2025Q4: 370,254 shares; 2026Q1: 351,575 shares; 2026Q2: 349,986 shares 349,986 $18.7M 0.03% -1,589 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,334 shares; 2024Q4: 149,768 shares; 2025Q1: 150,603 shares; 2025Q2: 153,410 shares; 2025Q3: 150,315 shares; 2025Q4: 116,309 shares; 2026Q1: 121,014 shares; 2026Q2: 127,771 shares 127,771 $18.7M 0.03% +6,757 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,670 shares; 2024Q4: 30,786 shares; 2025Q1: 31,544 shares; 2025Q2: 33,362 shares; 2025Q3: 36,273 shares; 2025Q4: 38,437 shares; 2026Q1: 53,850 shares; 2026Q2: 46,903 shares 46,903 $18.6M 0.03% -6,947 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,747 shares; 2024Q4: 5,825 shares; 2025Q1: 9,571 shares; 2025Q2: 10,134 shares; 2025Q3: 9,063 shares; 2025Q4: 29,424 shares; 2026Q1: 32,128 shares; 2026Q2: 35,025 shares 35,025 $18.4M 0.03% +2,897 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,509 shares; 2024Q4: 48,091 shares; 2025Q1: 51,330 shares; 2025Q2: 52,196 shares; 2025Q3: 51,277 shares; 2025Q4: 57,558 shares; 2026Q1: 58,740 shares; 2026Q2: 63,430 shares 63,430 $18.4M 0.03% +4,690 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,725 shares; 2024Q4: 25,221 shares; 2025Q1: 29,717 shares; 2025Q2: 31,574 shares; 2025Q3: 31,359 shares; 2025Q4: 38,143 shares; 2026Q1: 37,285 shares; 2026Q2: 37,187 shares 37,187 $18.4M 0.03% -98 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,539 shares; 2024Q4: 64,285 shares; 2025Q1: 167,895 shares; 2025Q2: 176,275 shares; 2025Q3: 178,632 shares; 2025Q4: 202,494 shares; 2026Q1: 204,104 shares; 2026Q2: 195,233 shares 195,233 $18.2M 0.03% -8,871 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,573 shares; 2024Q4: 68,191 shares; 2025Q1: 73,267 shares; 2025Q2: 67,667 shares; 2025Q3: 62,985 shares; 2025Q4: 118,802 shares; 2026Q1: 161,093 shares; 2026Q2: 185,341 shares 185,341 $18.2M 0.03% +24,248 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,895 shares; 2024Q4: 135,476 shares; 2025Q1: 175,549 shares; 2025Q2: 208,591 shares; 2025Q3: 225,878 shares; 2025Q4: 244,201 shares; 2026Q1: 273,603 shares; 2026Q2: 273,818 shares 273,818 $18.2M 0.03% +215 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,469 shares; 2024Q4: 49,399 shares; 2025Q1: 50,961 shares; 2025Q2: 48,229 shares; 2025Q3: 46,696 shares; 2025Q4: 48,040 shares; 2026Q1: 48,307 shares; 2026Q2: 49,248 shares 49,248 $18M 0.03% +941 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,446 shares; 2024Q4: 100,640 shares; 2025Q1: 104,185 shares; 2025Q2: 104,316 shares; 2025Q3: 111,525 shares; 2025Q4: 122,708 shares; 2026Q1: 123,320 shares; 2026Q2: 114,622 shares 114,622 $18M 0.03% -8,698 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,311 shares; 2024Q4: 357,840 shares; 2025Q1: 339,797 shares; 2025Q2: 336,933 shares; 2025Q3: 337,542 shares; 2025Q4: 333,482 shares; 2026Q1: 331,339 shares; 2026Q2: 332,152 shares 332,152 $17.9M 0.03% +813 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,458 shares; 2024Q4: 8,499 shares; 2025Q1: 23,327 shares; 2025Q2: 23,559 shares; 2025Q3: 25,664 shares; 2025Q4: 23,570 shares; 2026Q1: 187,427 shares; 2026Q2: 188,290 shares 188,290 $17.9M 0.03% +863 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,662 shares; 2024Q4: not reported; 2025Q1: 26,182 shares; 2025Q2: 26,172 shares; 2025Q3: 29,782 shares; 2025Q4: 203,484 shares; 2026Q1: 292,639 shares; 2026Q2: 1,013,954 shares 1,013,954 $17.9M 0.03% +721,315 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,019 shares; 2024Q4: 72,333 shares; 2025Q1: 72,113 shares; 2025Q2: 68,158 shares; 2025Q3: 68,652 shares; 2025Q4: 71,904 shares; 2026Q1: 157,936 shares; 2026Q2: 149,296 shares 149,296 $17.8M 0.03% -8,640 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,699 shares; 2026Q2: 143,494 shares 143,494 $17.8M 0.03% -10,205 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,487 shares; 2024Q4: 31,493 shares; 2025Q1: 45,842 shares; 2025Q2: 49,762 shares; 2025Q3: 117,545 shares; 2025Q4: 46,914 shares; 2026Q1: 34,503 shares; 2026Q2: 115,068 shares 115,068 $17.7M 0.03% +80,565 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,451 shares; 2024Q4: 355,527 shares; 2025Q1: 402,933 shares; 2025Q2: 403,174 shares; 2025Q3: 511,634 shares; 2025Q4: 590,443 shares; 2026Q1: 653,285 shares; 2026Q2: 764,126 shares 764,126 $17.7M 0.03% +110,841 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,409 shares; 2024Q4: 12,048 shares; 2025Q1: 13,530 shares; 2025Q2: 13,312 shares; 2025Q3: 12,074 shares; 2025Q4: 13,804 shares; 2026Q1: 32,092 shares; 2026Q2: 35,471 shares 35,471 $17.6M 0.03% +3,379 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,719 shares; 2024Q4: 92,154 shares; 2025Q1: 99,654 shares; 2025Q2: 99,141 shares; 2025Q3: 98,530 shares; 2025Q4: 106,894 shares; 2026Q1: 105,316 shares; 2026Q2: 109,771 shares 109,771 $17.5M 0.03% +4,455 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,664 shares; 2024Q4: 50,281 shares; 2025Q1: 47,851 shares; 2025Q2: 47,151 shares; 2025Q3: 46,046 shares; 2025Q4: 45,966 shares; 2026Q1: 43,858 shares; 2026Q2: 57,109 shares 57,109 $17.5M 0.03% +13,251 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,229 shares; 2024Q4: 33,110 shares; 2025Q1: 40,246 shares; 2025Q2: 42,701 shares; 2025Q3: 42,336 shares; 2025Q4: 42,698 shares; 2026Q1: 52,832 shares; 2026Q2: 52,249 shares 52,249 $17.2M 0.03% -583 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636,613 shares; 2024Q4: 618,081 shares; 2025Q1: 584,742 shares; 2025Q2: 582,376 shares; 2025Q3: 519,820 shares; 2025Q4: 443,947 shares; 2026Q1: 443,559 shares; 2026Q2: 417,786 shares 417,786 $17.2M 0.03% -25,773 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,806 shares; 2024Q4: 18,519 shares; 2025Q1: 19,313 shares; 2025Q2: 20,074 shares; 2025Q3: 20,885 shares; 2025Q4: 20,627 shares; 2026Q1: 6,047 shares; 2026Q2: 5,381 shares 5,381 $17.2M 0.03% -666 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,089 shares; 2024Q4: 43,248 shares; 2025Q1: 978,973 shares; 2025Q2: 958,384 shares; 2025Q3: 953,454 shares; 2025Q4: 948,168 shares; 2026Q1: 240,875 shares; 2026Q2: 243,134 shares 243,134 $17.1M 0.03% +2,259 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,227 shares; 2024Q4: 499,870 shares; 2025Q1: 483,304 shares; 2025Q2: 469,214 shares; 2025Q3: 460,080 shares; 2025Q4: 446,025 shares; 2026Q1: 430,630 shares; 2026Q2: 424,032 shares 424,032 $17.1M 0.03% -6,598 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,974 shares; 2024Q4: 41,180 shares; 2025Q1: 43,692 shares; 2025Q2: 42,536 shares; 2025Q3: 42,653 shares; 2025Q4: 43,217 shares; 2026Q1: 42,635 shares; 2026Q2: 44,169 shares 44,169 $17.1M 0.03% +1,534 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,221 shares; 2024Q4: 16,645 shares; 2025Q1: 19,063 shares; 2025Q2: 19,536 shares; 2025Q3: 18,736 shares; 2025Q4: 20,423 shares; 2026Q1: 20,881 shares; 2026Q2: 34,759 shares 34,759 $17.1M 0.03% +13,878 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,772 shares; 2024Q4: 84,398 shares; 2025Q1: 82,823 shares; 2025Q2: 80,687 shares; 2025Q3: 80,277 shares; 2025Q4: 88,167 shares; 2026Q1: 88,164 shares; 2026Q2: 90,059 shares 90,059 $16.9M 0.03% +1,895 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,079 shares; 2024Q4: 14,401 shares; 2025Q1: 401,326 shares; 2025Q2: 338,896 shares; 2025Q3: 346,396 shares; 2025Q4: 338,217 shares; 2026Q1: 355,773 shares; 2026Q2: 405,096 shares 405,096 $16.9M 0.03% +49,323 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,138 shares; 2024Q4: 124,168 shares; 2025Q1: 103,036 shares; 2025Q2: 106,829 shares; 2025Q3: 106,693 shares; 2025Q4: 453,359 shares; 2026Q1: 361,236 shares; 2026Q2: 395,612 shares 395,612 $16.8M 0.03% +34,376 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,951 shares; 2024Q4: 142,621 shares; 2025Q1: 159,512 shares; 2025Q2: 153,275 shares; 2025Q3: 135,399 shares; 2025Q4: 135,622 shares; 2026Q1: 162,717 shares; 2026Q2: 164,716 shares 164,716 $16.8M 0.03% +1,999 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,430 shares; 2024Q4: 55,457 shares; 2025Q1: 63,817 shares; 2025Q2: 70,746 shares; 2025Q3: 75,293 shares; 2025Q4: 99,099 shares; 2026Q1: 312,296 shares; 2026Q2: 303,042 shares 303,042 $16.5M 0.03% -9,254 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,323 shares; 2024Q4: 72,784 shares; 2025Q1: 81,769 shares; 2025Q2: 86,831 shares; 2025Q3: 89,357 shares; 2025Q4: 92,880 shares; 2026Q1: 100,011 shares; 2026Q2: 112,546 shares 112,546 $16.4M 0.03% +12,535 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,704 shares; 2024Q4: 41,225 shares; 2025Q1: 52,541 shares; 2025Q2: 52,586 shares; 2025Q3: 51,264 shares; 2025Q4: 52,126 shares; 2026Q1: 56,911 shares; 2026Q2: 60,677 shares 60,677 $16.4M 0.03% +3,766 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,761 shares; 2024Q4: 9,141 shares; 2025Q1: 9,492 shares; 2025Q2: 9,213 shares; 2025Q3: 8,969 shares; 2025Q4: 19,358 shares; 2026Q1: 19,598 shares; 2026Q2: 68,944 shares 68,944 $16.4M 0.03% +49,346 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,170 shares; 2024Q4: 57,182 shares; 2025Q1: 73,111 shares; 2025Q2: 108,213 shares; 2025Q3: 135,066 shares; 2025Q4: 169,040 shares; 2026Q1: 175,065 shares; 2026Q2: 283,009 shares 283,009 $16.4M 0.03% +107,944 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 4,092 shares; 2025Q1: 6,403 shares; 2025Q2: 21,287 shares; 2025Q3: 22,399 shares; 2025Q4: 27,222 shares; 2026Q1: 97,558 shares; 2026Q2: 99,369 shares 99,369 $16.4M 0.03% +1,811 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,036 shares; 2024Q4: 88,003 shares; 2025Q1: 110,711 shares; 2025Q2: 137,500 shares; 2025Q3: 165,811 shares; 2025Q4: 192,370 shares; 2026Q1: 190,472 shares; 2026Q2: 172,850 shares 172,850 $15.9M 0.02% -17,622 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,649 shares; 2024Q4: 417,865 shares; 2025Q1: 421,984 shares; 2025Q2: 377,052 shares; 2025Q3: 311,007 shares; 2025Q4: 302,244 shares; 2026Q1: 334,728 shares; 2026Q2: 309,081 shares 309,081 $15.8M 0.02% -25,647 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,221 shares; 2024Q4: 66,256 shares; 2025Q1: 65,704 shares; 2025Q2: 56,000 shares; 2025Q3: 62,512 shares; 2025Q4: 69,338 shares; 2026Q1: 139,129 shares; 2026Q2: 136,917 shares 136,917 $15.7M 0.02% -2,212 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,733 shares; 2024Q4: 3,848 shares; 2025Q1: 5,832 shares; 2025Q2: 9,098 shares; 2025Q3: 7,832 shares; 2025Q4: 81,786 shares; 2026Q1: 94,765 shares; 2026Q2: 96,483 shares 96,483 $15.7M 0.02% +1,718 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,973 shares; 2025Q3: 141,772 shares; 2025Q4: 196,873 shares; 2026Q1: 250,150 shares; 2026Q2: 204,000 shares 204,000 $15.5M 0.02% -46,150 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,682 shares; 2024Q4: 92,644 shares; 2025Q1: 90,081 shares; 2025Q2: 90,409 shares; 2025Q3: 90,619 shares; 2025Q4: 89,002 shares; 2026Q1: 91,571 shares; 2026Q2: 99,362 shares 99,362 $15.5M 0.02% +7,791 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,864 shares; 2024Q4: 357,370 shares; 2025Q1: 367,195 shares; 2025Q2: 359,116 shares; 2025Q3: 355,691 shares; 2025Q4: 343,166 shares; 2026Q1: 365,861 shares; 2026Q2: 380,508 shares 380,508 $15.5M 0.02% +14,647 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,166 shares; 2024Q4: 21,635 shares; 2025Q1: 23,037 shares; 2025Q2: 19,851 shares; 2025Q3: 17,448 shares; 2025Q4: 90,604 shares; 2026Q1: 118,153 shares; 2026Q2: 114,148 shares 114,148 $15.4M 0.02% -4,005 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,291 shares; 2024Q4: 721,469 shares; 2025Q1: 752,983 shares; 2025Q2: 784,423 shares; 2025Q3: 928,577 shares; 2025Q4: 993,145 shares; 2026Q1: 999,758 shares; 2026Q2: 783,227 shares 783,227 $15.4M 0.02% -216,531 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,679 shares; 2024Q4: 29,170 shares; 2025Q1: 35,432 shares; 2025Q2: 39,678 shares; 2025Q3: 48,665 shares; 2025Q4: 26,921 shares; 2026Q1: 28,843 shares; 2026Q2: 18,232 shares 18,232 $15.3M 0.02% -10,611 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,181 shares; 2024Q4: 130,101 shares; 2025Q1: 158,280 shares; 2025Q2: 163,601 shares; 2025Q3: 168,319 shares; 2025Q4: 174,973 shares; 2026Q1: 199,782 shares; 2026Q2: 165,846 shares 165,846 $15.2M 0.02% -33,936 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,265 shares; 2025Q2: 150,437 shares; 2025Q3: 162,633 shares; 2025Q4: 181,716 shares; 2026Q1: 311,902 shares; 2026Q2: 353,215 shares 353,215 $15.2M 0.02% +41,313 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,927 shares; 2024Q4: 226,395 shares; 2025Q1: 239,994 shares; 2025Q2: 250,952 shares; 2025Q3: 263,710 shares; 2025Q4: 268,963 shares; 2026Q1: 82,508 shares; 2026Q2: 77,874 shares 77,874 $15.1M 0.02% -4,634 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833,695 shares; 2024Q4: 834,146 shares; 2025Q1: 831,351 shares; 2025Q2: 357,540 shares; 2025Q3: 330,581 shares; 2025Q4: 348,333 shares; 2026Q1: 318,842 shares; 2026Q2: 302,201 shares 302,201 $15.1M 0.02% -16,641 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,341 shares; 2024Q4: 117,292 shares; 2025Q1: 140,285 shares; 2025Q2: 149,829 shares; 2025Q3: 151,468 shares; 2025Q4: 166,424 shares; 2026Q1: 178,716 shares; 2026Q2: 180,570 shares 180,570 $15.1M 0.02% +1,854 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,725 shares; 2024Q4: 247,378 shares; 2025Q1: 262,208 shares; 2025Q2: 261,245 shares; 2025Q3: 264,287 shares; 2025Q4: 275,747 shares; 2026Q1: 285,691 shares; 2026Q2: 301,382 shares 301,382 $15M 0.02% +15,691 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,326 shares; 2024Q4: 166,934 shares; 2025Q1: 154,567 shares; 2025Q2: 158,519 shares; 2025Q3: 155,219 shares; 2025Q4: 166,445 shares; 2026Q1: 210,301 shares; 2026Q2: 163,713 shares 163,713 $14.9M 0.02% -46,588 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,145 shares; 2024Q4: 96,414 shares; 2025Q1: 100,278 shares; 2025Q2: 98,449 shares; 2025Q3: 98,662 shares; 2025Q4: 108,772 shares; 2026Q1: 129,552 shares; 2026Q2: 126,692 shares 126,692 $14.8M 0.02% -2,860 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,586,758 shares; 2026Q2: 1,617,042 shares 1,617,042 $14.8M 0.02% +30,284 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,505 shares; 2024Q4: 26,515 shares; 2025Q1: 30,795 shares; 2025Q2: 34,614 shares; 2025Q3: 38,184 shares; 2025Q4: 39,186 shares; 2026Q1: 70,865 shares; 2026Q2: 100,799 shares 100,799 $14.8M 0.02% +29,934 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,248 shares; 2026Q1: 78,954 shares; 2026Q2: 77,194 shares 77,194 $14.6M 0.02% -1,760 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,403 shares; 2024Q4: 230,106 shares; 2025Q1: 227,310 shares; 2025Q2: 476,690 shares; 2025Q3: 480,762 shares; 2025Q4: 424,343 shares; 2026Q1: 586,460 shares; 2026Q2: 431,689 shares 431,689 $14.6M 0.02% -154,771 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,201 shares; 2024Q4: 63,434 shares; 2025Q1: 54,634 shares; 2025Q2: 59,129 shares; 2025Q3: 54,723 shares; 2025Q4: 55,074 shares; 2026Q1: 57,199 shares; 2026Q2: 54,809 shares 54,809 $14.5M 0.02% -2,390 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,927 shares; 2024Q4: 43,547 shares; 2025Q1: 46,115 shares; 2025Q2: 49,985 shares; 2025Q3: 53,965 shares; 2025Q4: 57,835 shares; 2026Q1: 66,929 shares; 2026Q2: 271,535 shares 271,535 $14.5M 0.02% +204,606 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874,150 shares; 2024Q4: 1,900,839 shares; 2025Q1: 1,914,399 shares; 2025Q2: 1,765,731 shares; 2025Q3: 1,761,032 shares; 2025Q4: 772,613 shares; 2026Q1: 642,844 shares; 2026Q2: 656,048 shares 656,048 $14.4M 0.02% +13,204 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,245 shares; 2024Q4: 75,906 shares; 2025Q1: 72,741 shares; 2025Q2: 71,921 shares; 2025Q3: 72,806 shares; 2025Q4: 75,216 shares; 2026Q1: 229,218 shares; 2026Q2: 231,892 shares 231,892 $14.1M 0.02% +2,674 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,689 shares; 2024Q4: 6,234 shares; 2025Q1: 14,055 shares; 2025Q2: 13,987 shares; 2025Q3: 13,405 shares; 2025Q4: 102,238 shares; 2026Q1: 101,165 shares; 2026Q2: 101,656 shares 101,656 $14M 0.02% +491 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,183 shares; 2024Q4: 454,419 shares; 2025Q1: 491,246 shares; 2025Q2: 476,855 shares; 2025Q3: 481,551 shares; 2025Q4: 462,313 shares; 2026Q1: 493,002 shares; 2026Q2: 545,914 shares 545,914 $13.9M 0.02% +52,912 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,018 shares; 2024Q4: 11,563 shares; 2025Q1: 14,768 shares; 2025Q2: 14,417 shares; 2025Q3: 14,182 shares; 2025Q4: 13,582 shares; 2026Q1: 13,995 shares; 2026Q2: 13,332 shares 13,332 $13.9M 0.02% -663 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,406 shares; 2024Q4: 14,821 shares; 2025Q1: 12,381 shares; 2025Q2: 13,121 shares; 2025Q3: 15,666 shares; 2025Q4: 17,539 shares; 2026Q1: 22,009 shares; 2026Q2: 24,736 shares 24,736 $13.9M 0.02% +2,727 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,093 shares; 2024Q4: 318,482 shares; 2025Q1: 341,396 shares; 2025Q2: 340,262 shares; 2025Q3: 386,724 shares; 2025Q4: 398,231 shares; 2026Q1: 433,427 shares; 2026Q2: 433,120 shares 433,120 $13.8M 0.02% -307 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,306 shares; 2024Q4: 258,765 shares; 2025Q1: 250,632 shares; 2025Q2: 254,886 shares; 2025Q3: 250,363 shares; 2025Q4: 251,507 shares; 2026Q1: 252,480 shares; 2026Q2: 247,800 shares 247,800 $13.8M 0.02% -4,680 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732,031 shares; 2024Q4: 740,965 shares; 2025Q1: 750,303 shares; 2025Q2: 180,094 shares; 2025Q3: 152,271 shares; 2025Q4: 140,933 shares; 2026Q1: 135,613 shares; 2026Q2: 128,921 shares 128,921 $13.8M 0.02% -6,692 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,762 shares; 2024Q4: 222,461 shares; 2025Q1: 221,712 shares; 2025Q2: 204,987 shares; 2025Q3: 203,777 shares; 2025Q4: 199,605 shares; 2026Q1: 189,335 shares; 2026Q2: 182,820 shares 182,820 $13.8M 0.02% -6,515 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,739 shares; 2024Q4: 198,202 shares; 2025Q1: 197,215 shares; 2025Q2: 198,252 shares; 2025Q3: 196,124 shares; 2025Q4: 206,441 shares; 2026Q1: 205,752 shares; 2026Q2: 201,862 shares 201,862 $13.8M 0.02% -3,890 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,899 shares; 2024Q4: 21,318 shares; 2025Q1: 25,930 shares; 2025Q2: 24,601 shares; 2025Q3: 25,002 shares; 2025Q4: 25,320 shares; 2026Q1: 26,095 shares; 2026Q2: 27,048 shares 27,048 $13.8M 0.02% +953 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,561 shares; 2024Q4: 105,707 shares; 2025Q1: 90,765 shares; 2025Q2: 81,195 shares; 2025Q3: 78,111 shares; 2025Q4: 82,752 shares; 2026Q1: 82,919 shares; 2026Q2: 100,598 shares 100,598 $13.7M 0.02% +17,679 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,579 shares; 2024Q4: 104,066 shares; 2025Q1: 104,021 shares; 2025Q2: 102,232 shares; 2025Q3: 110,375 shares; 2025Q4: 138,364 shares; 2026Q1: 186,501 shares; 2026Q2: 196,039 shares 196,039 $13.7M 0.02% +9,538 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: 8,853 shares; 2025Q2: 11,700 shares; 2025Q3: 13,939 shares; 2025Q4: 23,174 shares; 2026Q1: 217,144 shares; 2026Q2: 222,389 shares 222,389 $13.7M 0.02% +5,245 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 8,096 shares; 2025Q1: 16,357 shares; 2025Q2: 12,774 shares; 2025Q3: 11,087 shares; 2025Q4: 9,232 shares; 2026Q1: 34,732 shares; 2026Q2: 39,146 shares 39,146 $13.5M 0.02% +4,414 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,988 shares; 2024Q4: 50,205 shares; 2025Q1: 71,655 shares; 2025Q2: 71,482 shares; 2025Q3: 75,351 shares; 2025Q4: 97,467 shares; 2026Q1: 131,371 shares; 2026Q2: 124,742 shares 124,742 $13.4M 0.02% -6,629 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,206 shares; 2024Q4: 151,986 shares; 2025Q1: 156,650 shares; 2025Q2: 157,557 shares; 2025Q3: 149,987 shares; 2025Q4: 157,743 shares; 2026Q1: 160,176 shares; 2026Q2: 162,894 shares 162,894 $13.4M 0.02% +2,718 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,291 shares; 2024Q4: 142,441 shares; 2025Q1: 171,581 shares; 2025Q2: 147,154 shares; 2025Q3: 146,653 shares; 2025Q4: 173,662 shares; 2026Q1: 335,963 shares; 2026Q2: 286,447 shares 286,447 $13.3M 0.02% -49,516 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,664 shares; 2024Q4: 292,626 shares; 2025Q1: 298,871 shares; 2025Q2: 284,978 shares; 2025Q3: 269,729 shares; 2025Q4: 273,675 shares; 2026Q1: 185,644 shares; 2026Q2: 176,718 shares 176,718 $13.3M 0.02% -8,926 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,813 shares; 2024Q4: 184,603 shares; 2025Q1: 166,231 shares; 2025Q2: 160,260 shares; 2025Q3: 164,806 shares; 2025Q4: 170,134 shares; 2026Q1: 182,336 shares; 2026Q2: 195,071 shares 195,071 $13.1M 0.02% +12,735 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,878 shares; 2025Q3: 308,381 shares; 2025Q4: 278,733 shares; 2026Q1: 256,491 shares; 2026Q2: 261,833 shares 261,833 $13M 0.02% +5,342 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,631 shares; 2024Q4: 92,408 shares; 2025Q1: 92,387 shares; 2025Q2: 91,856 shares; 2025Q3: 90,613 shares; 2025Q4: 96,558 shares; 2026Q1: 95,567 shares; 2026Q2: 475,468 shares 475,468 $13M 0.02% +379,901 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,227 shares; 2024Q4: 6,137 shares; 2025Q1: 38,859 shares; 2025Q2: 45,403 shares; 2025Q3: 54,074 shares; 2025Q4: 61,226 shares; 2026Q1: 66,526 shares; 2026Q2: 78,684 shares 78,684 $13M 0.02% +12,158 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,370 shares; 2024Q4: 148,453 shares; 2025Q1: 157,795 shares; 2025Q2: 163,475 shares; 2025Q3: 164,699 shares; 2025Q4: 177,810 shares; 2026Q1: 184,540 shares; 2026Q2: 186,689 shares 186,689 $12.9M 0.02% +2,149 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498,362 shares; 2025Q4: 498,362 shares; 2026Q1: 500,637 shares; 2026Q2: 507,214 shares 507,214 $12.9M 0.02% +6,577 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,088 shares; 2024Q4: 14,257 shares; 2025Q1: 18,416 shares; 2025Q2: 21,062 shares; 2025Q3: 18,278 shares; 2025Q4: 22,706 shares; 2026Q1: 30,816 shares; 2026Q2: 45,433 shares 45,433 $12.9M 0.02% +14,617 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,101 shares; 2024Q4: 128,350 shares; 2025Q1: 129,907 shares; 2025Q2: 137,086 shares; 2025Q3: 138,501 shares; 2025Q4: 180,630 shares; 2026Q1: 182,454 shares; 2026Q2: 165,033 shares 165,033 $12.8M 0.02% -17,421 Timeline