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: 3,474,212 shares; 2024Q4: 3,646,211 shares; 2025Q1: 3,898,203 shares; 2025Q2: 4,281,559 shares; 2025Q3: 4,401,078 shares; 2025Q4: 4,684,615 shares; 2026Q1: 5,140,749 shares; 2026Q2: 5,299,979 shares 5,299,979 $3.63B 4.4% +159,230 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: 7,271,752 shares; 2024Q4: 7,339,778 shares; 2025Q1: 8,548,599 shares; 2025Q2: 8,850,687 shares; 2025Q3: 8,800,700 shares; 2025Q4: 9,120,631 shares; 2026Q1: 9,372,275 shares; 2026Q2: 9,612,893 shares 9,612,893 $2.78B 3.37% +240,618 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: 8,994,223 shares; 2024Q4: 9,279,637 shares; 2025Q1: 10,806,277 shares; 2025Q2: 10,910,206 shares; 2025Q3: 11,717,139 shares; 2025Q4: 12,589,530 shares; 2026Q1: 13,024,694 shares; 2026Q2: 13,610,763 shares 13,610,763 $2.72B 3.3% +586,069 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843,551 shares; 2024Q4: 1,987,322 shares; 2025Q1: 2,068,242 shares; 2025Q2: 2,264,625 shares; 2025Q3: 2,309,968 shares; 2025Q4: 2,547,714 shares; 2026Q1: 2,661,628 shares; 2026Q2: 2,803,692 shares 2,803,692 $2.1B 2.55% +142,064 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: 2,234,812 shares; 2024Q4: 2,206,917 shares; 2025Q1: 2,248,307 shares; 2025Q2: 2,205,136 shares; 2025Q3: 2,186,767 shares; 2025Q4: 2,062,749 shares; 2026Q1: 2,150,070 shares; 2026Q2: 2,266,287 shares 2,266,287 $1.66B 2.02% +116,217 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: 3,190,595 shares; 2024Q4: 3,122,622 shares; 2025Q1: 3,617,099 shares; 2025Q2: 3,691,254 shares; 2025Q3: 3,663,123 shares; 2025Q4: 3,803,858 shares; 2026Q1: 4,102,747 shares; 2026Q2: 4,142,310 shares 4,142,310 $1.55B 1.87% +39,563 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: 15,432,650 shares; 2024Q4: 16,706,732 shares; 2025Q1: 16,633,500 shares; 2025Q2: 17,482,679 shares; 2025Q3: 18,676,897 shares; 2025Q4: 19,343,762 shares; 2026Q1: 20,422,031 shares; 2026Q2: 21,440,111 shares 21,440,111 $1.53B 1.85% +1,018,080 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: 2,776,590 shares; 2024Q4: 2,835,419 shares; 2025Q1: 3,328,122 shares; 2025Q2: 3,477,919 shares; 2025Q3: 3,418,726 shares; 2025Q4: 3,504,667 shares; 2026Q1: 3,536,727 shares; 2026Q2: 3,589,269 shares 3,589,269 $1.28B 1.56% +52,542 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: 2,480,769 shares; 2024Q4: 2,371,758 shares; 2025Q1: 3,173,396 shares; 2025Q2: 3,283,668 shares; 2025Q3: 3,245,951 shares; 2025Q4: 3,360,889 shares; 2026Q1: 3,395,333 shares; 2026Q2: 3,461,072 shares 3,461,072 $1.22B 1.48% +65,739 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: 3,639,220 shares; 2024Q4: 3,612,090 shares; 2025Q1: 4,225,701 shares; 2025Q2: 4,315,439 shares; 2025Q3: 4,498,676 shares; 2025Q4: 4,741,160 shares; 2026Q1: 4,957,259 shares; 2026Q2: 5,095,736 shares 5,095,736 $1.21B 1.47% +138,477 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: 2,001,287 shares; 2024Q4: 1,908,930 shares; 2025Q1: 2,857,017 shares; 2025Q2: 2,879,439 shares; 2025Q3: 2,872,494 shares; 2025Q4: 2,968,332 shares; 2026Q1: 3,016,504 shares; 2026Q2: 3,055,390 shares 3,055,390 $1.15B 1.4% +38,886 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: 8,712,373 shares; 2024Q4: 8,975,341 shares; 2025Q1: 9,832,131 shares; 2025Q2: 11,680,694 shares; 2025Q3: 11,600,724 shares; 2025Q4: 11,216,043 shares; 2026Q1: 11,358,893 shares; 2026Q2: 11,603,700 shares 11,603,700 $1.12B 1.36% +244,807 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: 4,868,447 shares; 2024Q4: 5,847,781 shares; 2025Q1: 6,246,217 shares; 2025Q2: 6,704,353 shares; 2025Q3: 7,021,638 shares; 2025Q4: 7,991,803 shares; 2026Q1: 8,902,771 shares; 2026Q2: 9,922,031 shares 9,922,031 $982M 1.19% +1,019,260 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: 6,356,220 shares; 2024Q4: 6,439,118 shares; 2025Q1: 6,501,095 shares; 2025Q2: 6,533,700 shares; 2025Q3: 6,144,729 shares; 2025Q4: 6,117,187 shares; 2026Q1: 6,199,146 shares; 2026Q2: 6,189,386 shares 6,189,386 $908M 1.1% -9,760 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: 580,520 shares; 2024Q4: 580,815 shares; 2025Q1: 600,130 shares; 2025Q2: 607,198 shares; 2025Q3: 690,583 shares; 2025Q4: 708,180 shares; 2026Q1: 732,549 shares; 2026Q2: 747,548 shares 747,548 $897M 1.09% +14,999 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: 2,583,297 shares; 2024Q4: 2,690,956 shares; 2025Q1: 2,689,934 shares; 2025Q2: 3,755,880 shares; 2025Q3: 3,709,017 shares; 2025Q4: 3,527,690 shares; 2026Q1: 4,000,492 shares; 2026Q2: 3,854,424 shares 3,854,424 $846M 1.03% -146,068 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: 1,208,365 shares; 2024Q4: 1,574,001 shares; 2025Q1: 1,630,879 shares; 2025Q2: 1,671,202 shares; 2025Q3: 1,710,873 shares; 2025Q4: 1,876,008 shares; 2026Q1: 1,984,206 shares; 2026Q2: 2,416,651 shares 2,416,651 $828M 1% +432,445 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: 748,222 shares; 2024Q4: 705,638 shares; 2025Q1: 1,142,252 shares; 2025Q2: 880,958 shares; 2025Q3: 970,695 shares; 2025Q4: 1,092,345 shares; 2026Q1: 1,202,181 shares; 2026Q2: 1,258,578 shares 1,258,578 $709M 0.86% +56,397 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: 1,715,050 shares; 2024Q4: 1,651,743 shares; 2025Q1: 1,999,141 shares; 2025Q2: 1,997,882 shares; 2025Q3: 1,965,883 shares; 2025Q4: 2,050,821 shares; 2026Q1: 2,094,775 shares; 2026Q2: 2,130,829 shares 2,130,829 $697M 0.85% +36,054 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: 682,159 shares; 2024Q4: 681,967 shares; 2025Q1: 699,177 shares; 2025Q2: 731,557 shares; 2025Q3: 730,613 shares; 2025Q4: 751,154 shares; 2026Q1: 793,351 shares; 2026Q2: 834,551 shares 834,551 $615M 0.75% +41,200 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: 890,815 shares; 2024Q4: 1,201,016 shares; 2025Q1: 1,371,615 shares; 2025Q2: 1,701,457 shares; 2025Q3: 1,756,382 shares; 2025Q4: 1,963,478 shares; 2026Q1: 2,381,435 shares; 2026Q2: 2,804,149 shares 2,804,149 $597M 0.72% +422,714 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: 3,776,566 shares; 2024Q4: 3,919,736 shares; 2025Q1: 4,085,182 shares; 2025Q2: 4,444,636 shares; 2025Q3: 4,735,848 shares; 2025Q4: 5,286,074 shares; 2026Q1: 6,279,041 shares; 2026Q2: 7,028,267 shares 7,028,267 $582M 0.71% +749,226 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: 67,166 shares; 2024Q4: 64,094 shares; 2025Q1: 81,359 shares; 2025Q2: 492,107 shares; 2025Q3: 1,770,943 shares; 2025Q4: 3,476,958 shares; 2026Q1: 5,458,824 shares; 2026Q2: 6,375,948 shares 6,375,948 $568M 0.69% +917,124 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: 934,462 shares; 2024Q4: 943,518 shares; 2025Q1: 930,805 shares; 2025Q2: 884,860 shares; 2025Q3: 798,380 shares; 2025Q4: 964,215 shares; 2026Q1: 1,139,188 shares; 2026Q2: 4,560,693 shares 4,560,693 $566M 0.69% +3,421,505 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217,901 shares; 2024Q4: 18,460,760 shares; 2025Q1: 18,682,304 shares; 2025Q2: 18,731,019 shares; 2025Q3: 18,864,225 shares; 2025Q4: 18,990,659 shares; 2026Q1: 19,184,892 shares; 2026Q2: 18,504,081 shares 18,504,081 $545M 0.66% -680,811 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: 2,037,781 shares; 2024Q4: 2,447,744 shares; 2025Q1: 2,489,394 shares; 2025Q2: 3,754,934 shares; 2025Q3: 4,049,483 shares; 2025Q4: 3,658,671 shares; 2026Q1: 3,575,908 shares; 2026Q2: 3,587,574 shares 3,587,574 $532M 0.65% +11,666 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: 1,459,080 shares; 2024Q4: 1,439,967 shares; 2025Q1: 1,772,112 shares; 2025Q2: 1,811,564 shares; 2025Q3: 1,782,644 shares; 2025Q4: 1,806,885 shares; 2026Q1: 1,846,524 shares; 2026Q2: 1,872,006 shares 1,872,006 $475M 0.58% +25,482 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: 675,078 shares; 2024Q4: 721,597 shares; 2025Q1: 792,549 shares; 2025Q2: 921,472 shares; 2025Q3: 943,047 shares; 2025Q4: 1,117,113 shares; 2026Q1: 1,332,009 shares; 2026Q2: 5,787,723 shares 5,787,723 $466M 0.57% +4,455,714 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: 3,393,418 shares; 2024Q4: 3,957,615 shares; 2025Q1: 4,492,848 shares; 2025Q2: 4,406,810 shares; 2025Q3: 4,992,224 shares; 2025Q4: 5,102,306 shares; 2026Q1: 5,668,264 shares; 2026Q2: 6,009,259 shares 6,009,259 $463M 0.56% +340,995 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: 1,174,783 shares; 2024Q4: 1,113,167 shares; 2025Q1: 1,175,672 shares; 2025Q2: 2,473,988 shares; 2025Q3: 1,861,672 shares; 2025Q4: 3,943,067 shares; 2026Q1: 3,565,410 shares; 2026Q2: 4,545,424 shares 4,545,424 $458M 0.56% +980,014 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: 216,833 shares; 2024Q4: 351,687 shares; 2025Q1: 363,423 shares; 2025Q2: 394,581 shares; 2025Q3: 572,552 shares; 2025Q4: 556,035 shares; 2026Q1: 696,274 shares; 2026Q2: 5,261,607 shares 5,261,607 $453M 0.55% +4,565,333 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: 583,683 shares; 2024Q4: 621,027 shares; 2025Q1: 753,029 shares; 2025Q2: 892,606 shares; 2025Q3: 1,016,839 shares; 2025Q4: 1,333,021 shares; 2026Q1: 1,623,206 shares; 2026Q2: 1,970,185 shares 1,970,185 $429M 0.52% +346,979 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: 620,969 shares; 2024Q4: 633,681 shares; 2025Q1: 727,188 shares; 2025Q2: 774,995 shares; 2025Q3: 767,928 shares; 2025Q4: 782,056 shares; 2026Q1: 808,578 shares; 2026Q2: 842,055 shares 842,055 $421M 0.51% +33,477 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: 384,175 shares; 2024Q4: 372,150 shares; 2025Q1: 386,991 shares; 2025Q2: 393,707 shares; 2025Q3: 403,482 shares; 2025Q4: 405,773 shares; 2026Q1: 433,645 shares; 2026Q2: 438,863 shares 438,863 $411M 0.5% +5,218 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: 515,606 shares; 2024Q4: 431,932 shares; 2025Q1: 659,007 shares; 2025Q2: 632,282 shares; 2025Q3: 634,938 shares; 2025Q4: 676,784 shares; 2026Q1: 662,704 shares; 2026Q2: 698,817 shares 698,817 $406M 0.49% +36,113 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: 937,705 shares; 2024Q4: 897,281 shares; 2025Q1: 1,095,778 shares; 2025Q2: 1,112,483 shares; 2025Q3: 1,110,186 shares; 2025Q4: 1,133,134 shares; 2026Q1: 1,146,777 shares; 2026Q2: 1,173,343 shares 1,173,343 $403M 0.49% +26,566 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: 1,073,907 shares; 2024Q4: 1,071,198 shares; 2025Q1: 1,071,106 shares; 2025Q2: 1,122,722 shares; 2025Q3: 1,151,952 shares; 2025Q4: 1,156,354 shares; 2026Q1: 1,183,078 shares; 2026Q2: 1,099,673 shares 1,099,673 $377M 0.46% -83,405 Timeline SPAB 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: 9,168,529 shares; 2024Q4: 9,394,590 shares; 2025Q1: 9,959,641 shares; 2025Q2: 10,533,231 shares; 2025Q3: 11,074,917 shares; 2025Q4: 11,679,296 shares; 2026Q1: 12,700,878 shares; 2026Q2: 14,403,756 shares 14,403,756 $368M 0.45% +1,702,878 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: 1,733,519 shares; 2024Q4: 1,767,365 shares; 2025Q1: 2,990,710 shares; 2025Q2: 2,950,448 shares; 2025Q3: 3,011,208 shares; 2025Q4: 3,171,875 shares; 2026Q1: 3,135,477 shares; 2026Q2: 3,076,049 shares 3,076,049 $348M 0.42% -59,428 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: 438,602 shares; 2024Q4: 819,398 shares; 2025Q1: 854,579 shares; 2025Q2: 873,126 shares; 2025Q3: 900,934 shares; 2025Q4: 949,186 shares; 2026Q1: 1,035,004 shares; 2026Q2: 1,012,015 shares 1,012,015 $345M 0.42% -22,989 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: 685,829 shares; 2024Q4: 738,053 shares; 2025Q1: 737,801 shares; 2025Q2: 749,361 shares; 2025Q3: 757,510 shares; 2025Q4: 745,035 shares; 2026Q1: 800,125 shares; 2026Q2: 815,660 shares 815,660 $334M 0.41% +15,535 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: 94,515 shares; 2024Q4: 89,917 shares; 2025Q1: 78,173 shares; 2025Q2: 103,745 shares; 2025Q3: 208,827 shares; 2025Q4: 220,275 shares; 2026Q1: 258,788 shares; 2026Q2: 288,481 shares 288,481 $333M 0.4% +29,693 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: 2,262,390 shares; 2024Q4: 2,353,732 shares; 2025Q1: 2,512,379 shares; 2025Q2: 2,571,824 shares; 2025Q3: 2,782,956 shares; 2025Q4: 3,124,733 shares; 2026Q1: 3,584,206 shares; 2026Q2: 3,923,687 shares 3,923,687 $329M 0.4% +339,481 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: 834,464 shares; 2024Q4: 873,918 shares; 2025Q1: 979,028 shares; 2025Q2: 1,132,136 shares; 2025Q3: 1,137,257 shares; 2025Q4: 1,199,683 shares; 2026Q1: 1,215,422 shares; 2026Q2: 1,275,203 shares 1,275,203 $321M 0.39% +59,781 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: 87,153 shares; 2024Q4: 85,427 shares; 2025Q1: 89,656 shares; 2025Q2: 92,033 shares; 2025Q3: 91,464 shares; 2025Q4: 101,859 shares; 2026Q1: 100,273 shares; 2026Q2: 1,061,884 shares 1,061,884 $320M 0.39% +961,611 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,428,982 shares; 2024Q4: 3,573,299 shares; 2025Q1: 3,878,818 shares; 2025Q2: 4,618,991 shares; 2025Q3: 4,601,128 shares; 2025Q4: 4,835,530 shares; 2026Q1: 5,216,459 shares; 2026Q2: 6,252,224 shares 6,252,224 $310M 0.38% +1,035,765 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: 88,573 shares; 2024Q4: 339,150 shares; 2025Q1: 365,254 shares; 2025Q2: 340,286 shares; 2025Q3: 383,625 shares; 2025Q4: 363,942 shares; 2026Q1: 2,346,533 shares; 2026Q2: 3,492,375 shares 3,492,375 $307M 0.37% +1,145,842 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: 501,521 shares; 2024Q4: 502,286 shares; 2025Q1: 568,710 shares; 2025Q2: 540,932 shares; 2025Q3: 560,077 shares; 2025Q4: 552,566 shares; 2026Q1: 624,170 shares; 2026Q2: 638,639 shares 638,639 $305M 0.37% +14,469 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: 2,291,226 shares; 2024Q4: 2,329,765 shares; 2025Q1: 2,527,046 shares; 2025Q2: 3,825,863 shares; 2025Q3: 3,815,434 shares; 2025Q4: 4,222,061 shares; 2026Q1: 4,783,237 shares; 2026Q2: 5,162,594 shares 5,162,594 $304M 0.37% +379,357 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: 2,185,707 shares; 2024Q4: 2,155,823 shares; 2025Q1: 2,100,645 shares; 2025Q2: 2,030,281 shares; 2025Q3: 2,016,646 shares; 2025Q4: 1,962,466 shares; 2026Q1: 1,864,476 shares; 2026Q2: 1,838,405 shares 1,838,405 $302M 0.37% -26,071 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: 2,435,685 shares; 2024Q4: 2,387,046 shares; 2025Q1: 2,465,316 shares; 2025Q2: 2,488,536 shares; 2025Q3: 2,515,793 shares; 2025Q4: 2,566,130 shares; 2026Q1: 2,604,207 shares; 2026Q2: 2,566,195 shares 2,566,195 $301M 0.37% -38,012 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: 233,874 shares; 2024Q4: 230,215 shares; 2025Q1: 294,869 shares; 2025Q2: 260,329 shares; 2025Q3: 257,954 shares; 2025Q4: 270,926 shares; 2026Q1: 275,414 shares; 2026Q2: 279,238 shares 279,238 $297M 0.36% +3,824 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: 673,876 shares; 2024Q4: 628,351 shares; 2025Q1: 726,317 shares; 2025Q2: 755,550 shares; 2025Q3: 762,518 shares; 2025Q4: 761,790 shares; 2026Q1: 777,287 shares; 2026Q2: 856,897 shares 856,897 $288M 0.35% +79,610 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: 3,376,630 shares; 2024Q4: 3,463,004 shares; 2025Q1: 3,666,884 shares; 2025Q2: 3,677,985 shares; 2025Q3: 3,961,733 shares; 2025Q4: 4,830,914 shares; 2026Q1: 5,265,965 shares; 2026Q2: 4,938,833 shares 4,938,833 $287M 0.35% -327,132 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880,236 shares; 2024Q4: 1,855,958 shares; 2025Q1: not reported; 2025Q2: 2,014,446 shares; 2025Q3: 1,999,860 shares; 2025Q4: 2,094,143 shares; 2026Q1: 2,191,719 shares; 2026Q2: 2,066,962 shares 2,066,962 $283M 0.34% -124,757 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: 376,544 shares; 2024Q4: 418,630 shares; 2025Q1: 577,434 shares; 2025Q2: 628,562 shares; 2025Q3: 650,785 shares; 2025Q4: 770,780 shares; 2026Q1: 863,565 shares; 2026Q2: 930,912 shares 930,912 $282M 0.34% +67,347 Timeline SCHP 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: 3,922,743 shares; 2024Q4: 8,004,393 shares; 2025Q1: 7,590,393 shares; 2025Q2: 7,767,777 shares; 2025Q3: 8,355,667 shares; 2025Q4: 9,291,730 shares; 2026Q1: 9,796,222 shares; 2026Q2: 10,579,829 shares 10,579,829 $280M 0.34% +783,607 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: 388,135 shares; 2024Q4: 393,754 shares; 2025Q1: 403,012 shares; 2025Q2: 457,134 shares; 2025Q3: 501,356 shares; 2025Q4: 1,081,545 shares; 2026Q1: 612,977 shares; 2026Q2: 1,831,467 shares 1,831,467 $278M 0.34% +1,218,490 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: 3,570,373 shares; 2024Q4: 4,557,975 shares; 2025Q1: 4,951,561 shares; 2025Q2: 5,231,134 shares; 2025Q3: 5,092,944 shares; 2025Q4: 4,882,933 shares; 2026Q1: 5,186,873 shares; 2026Q2: 5,448,316 shares 5,448,316 $276M 0.33% +261,443 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: 2,039,806 shares; 2024Q4: 2,246,483 shares; 2025Q1: 2,534,124 shares; 2025Q2: 2,604,203 shares; 2025Q3: 2,906,337 shares; 2025Q4: 3,293,170 shares; 2026Q1: 3,401,273 shares; 2026Q2: 3,512,006 shares 3,512,006 $274M 0.33% +110,733 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,848,504 shares; 2024Q4: 3,283,155 shares; 2025Q1: 3,028,283 shares; 2025Q2: 2,966,897 shares; 2025Q3: 3,258,896 shares; 2025Q4: 3,599,061 shares; 2026Q1: 4,201,293 shares; 2026Q2: 4,827,719 shares 4,827,719 $273M 0.33% +626,426 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: 1,201,040 shares; 2024Q4: 1,165,617 shares; 2025Q1: 1,357,137 shares; 2025Q2: 1,481,171 shares; 2025Q3: 1,483,153 shares; 2025Q4: 1,352,810 shares; 2026Q1: 1,410,675 shares; 2026Q2: 1,520,578 shares 1,520,578 $268M 0.33% +109,903 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,246 shares; 2024Q4: 380,770 shares; 2025Q1: 370,713 shares; 2025Q2: 381,584 shares; 2025Q3: 408,487 shares; 2025Q4: 492,190 shares; 2026Q1: 746,482 shares; 2026Q2: 883,746 shares 883,746 $268M 0.32% +137,264 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: 382,359 shares; 2024Q4: 394,571 shares; 2025Q1: 417,948 shares; 2025Q2: 449,938 shares; 2025Q3: 444,933 shares; 2025Q4: 450,601 shares; 2026Q1: 541,188 shares; 2026Q2: 2,984,072 shares 2,984,072 $262M 0.32% +2,442,884 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: 634,593 shares; 2024Q4: 761,649 shares; 2025Q1: 858,551 shares; 2025Q2: 748,054 shares; 2025Q3: 712,413 shares; 2025Q4: 811,830 shares; 2026Q1: 947,692 shares; 2026Q2: 1,062,300 shares 1,062,300 $262M 0.32% +114,608 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,602 shares; 2025Q1: 17,305 shares; 2025Q2: 2,207,273 shares; 2025Q3: 2,271,804 shares; 2025Q4: 2,511,491 shares; 2026Q1: 2,829,736 shares; 2026Q2: 2,726,265 shares 2,726,265 $249M 0.3% -103,471 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134,443 shares; 2024Q4: 2,194,942 shares; 2025Q1: 2,295,240 shares; 2025Q2: 2,615,107 shares; 2025Q3: 2,687,213 shares; 2025Q4: 2,886,258 shares; 2026Q1: 3,370,456 shares; 2026Q2: 2,558,075 shares 2,558,075 $247M 0.3% -812,381 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: 1,347,670 shares; 2024Q4: 1,302,915 shares; 2025Q1: 1,433,116 shares; 2025Q2: 1,430,975 shares; 2025Q3: 1,469,597 shares; 2025Q4: 3,013,077 shares; 2026Q1: 1,580,717 shares; 2026Q2: 1,603,385 shares 1,603,385 $243M 0.29% +22,668 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: 2,935,213 shares; 2024Q4: 2,766,900 shares; 2025Q1: not reported; 2025Q2: 3,991,164 shares; 2025Q3: 4,098,167 shares; 2025Q4: 4,269,266 shares; 2026Q1: 4,130,968 shares; 2026Q2: 4,215,750 shares 4,215,750 $240M 0.29% +84,782 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: 269,257 shares; 2024Q4: 266,611 shares; 2025Q1: 258,198 shares; 2025Q2: 257,863 shares; 2025Q3: 256,353 shares; 2025Q4: 251,932 shares; 2026Q1: 249,812 shares; 2026Q2: 2,005,312 shares 2,005,312 $240M 0.29% +1,755,500 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: 680,484 shares; 2024Q4: 692,455 shares; 2025Q1: 1,108,843 shares; 2025Q2: 1,134,598 shares; 2025Q3: 1,127,670 shares; 2025Q4: 1,207,620 shares; 2026Q1: 1,209,485 shares; 2026Q2: 1,237,321 shares 1,237,321 $235M 0.28% +27,836 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: 583,939 shares; 2024Q4: 638,877 shares; 2025Q1: 631,052 shares; 2025Q2: 651,453 shares; 2025Q3: 668,963 shares; 2025Q4: 857,698 shares; 2026Q1: 933,619 shares; 2026Q2: 988,361 shares 988,361 $234M 0.28% +54,742 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: 2,035,960 shares; 2024Q4: 2,209,001 shares; 2025Q1: 2,329,857 shares; 2025Q2: 1,799,516 shares; 2025Q3: 1,846,448 shares; 2025Q4: 1,954,658 shares; 2026Q1: 1,968,957 shares; 2026Q2: 1,959,885 shares 1,959,885 $230M 0.28% -9,072 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: 1,153,440 shares; 2024Q4: 1,205,747 shares; 2025Q1: 1,245,218 shares; 2025Q2: 1,223,425 shares; 2025Q3: 1,285,825 shares; 2025Q4: 1,204,393 shares; 2026Q1: 1,251,179 shares; 2026Q2: 1,372,649 shares 1,372,649 $228M 0.28% +121,470 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: 3,235,937 shares; 2024Q4: 3,998,830 shares; 2025Q1: 4,109,767 shares; 2025Q2: 4,152,644 shares; 2025Q3: 4,214,984 shares; 2025Q4: 4,039,189 shares; 2026Q1: 4,401,851 shares; 2026Q2: 4,415,366 shares 4,415,366 $223M 0.27% +13,515 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: 272,460 shares; 2024Q4: 274,868 shares; 2025Q1: 278,179 shares; 2025Q2: 286,305 shares; 2025Q3: 282,207 shares; 2025Q4: 286,710 shares; 2026Q1: 291,489 shares; 2026Q2: 292,657 shares 292,657 $223M 0.27% +1,168 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: 3,434,863 shares; 2024Q4: 3,436,633 shares; 2025Q1: 3,438,461 shares; 2025Q2: 3,455,643 shares; 2025Q3: 3,472,564 shares; 2025Q4: 3,569,519 shares; 2026Q1: 3,601,934 shares; 2026Q2: 3,664,076 shares 3,664,076 $223M 0.27% +62,142 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: 3,244,343 shares; 2024Q4: 3,271,594 shares; 2025Q1: 3,264,440 shares; 2025Q2: 3,059,854 shares; 2025Q3: 3,129,037 shares; 2025Q4: 3,282,216 shares; 2026Q1: 3,158,609 shares; 2026Q2: 2,933,050 shares 2,933,050 $221M 0.27% -225,559 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: 319,518 shares; 2024Q4: 316,048 shares; 2025Q1: 392,177 shares; 2025Q2: 412,447 shares; 2025Q3: 430,337 shares; 2025Q4: 481,946 shares; 2026Q1: 537,505 shares; 2026Q2: 571,112 shares 571,112 $213M 0.26% +33,607 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 331,170 shares; 2025Q1: 430,948 shares; 2025Q2: 445,467 shares; 2025Q3: 517,526 shares; 2025Q4: 534,938 shares; 2026Q1: 491,086 shares; 2026Q2: 485,639 shares 485,639 $210M 0.26% -5,447 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: 5,247,227 shares; 2024Q4: 5,305,626 shares; 2025Q1: 5,385,430 shares; 2025Q2: 3,897,165 shares; 2025Q3: 3,959,969 shares; 2025Q4: 4,037,300 shares; 2026Q1: 4,073,067 shares; 2026Q2: 5,164,485 shares 5,164,485 $209M 0.25% +1,091,418 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: 196,038 shares; 2024Q4: 229,773 shares; 2025Q1: 221,946 shares; 2025Q2: 217,131 shares; 2025Q3: 214,755 shares; 2025Q4: 452,281 shares; 2026Q1: 815,582 shares; 2026Q2: 848,030 shares 848,030 $206M 0.25% +32,448 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: 373,570 shares; 2024Q4: 369,151 shares; 2025Q1: 362,048 shares; 2025Q2: 395,636 shares; 2025Q3: 392,203 shares; 2025Q4: 402,032 shares; 2026Q1: 395,703 shares; 2026Q2: 397,899 shares 397,899 $204M 0.25% +2,196 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: 2,294,254 shares; 2024Q4: 2,397,520 shares; 2025Q1: 2,471,323 shares; 2025Q2: 2,511,067 shares; 2025Q3: 2,617,150 shares; 2025Q4: 2,657,363 shares; 2026Q1: 2,503,641 shares; 2026Q2: 2,479,279 shares 2,479,279 $204M 0.25% -24,362 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: 1,887,812 shares; 2024Q4: 1,774,281 shares; 2025Q1: 1,985,822 shares; 2025Q2: 1,986,725 shares; 2025Q3: 1,709,626 shares; 2025Q4: 1,719,450 shares; 2026Q1: 1,639,510 shares; 2026Q2: 1,567,712 shares 1,567,712 $201M 0.24% -71,798 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: 2,264,769 shares; 2024Q4: 6,714,292 shares; 2025Q1: 6,908,231 shares; 2025Q2: 6,003,923 shares; 2025Q3: 5,436,349 shares; 2025Q4: 5,437,844 shares; 2026Q1: 5,510,804 shares; 2026Q2: 5,729,822 shares 5,729,822 $198M 0.24% +219,018 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: 248,369 shares; 2024Q4: 903,710 shares; 2025Q1: 930,037 shares; 2025Q2: 947,224 shares; 2025Q3: 922,437 shares; 2025Q4: 841,877 shares; 2026Q1: 760,289 shares; 2026Q2: 732,515 shares 732,515 $198M 0.24% -27,774 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: 4,190,205 shares; 2024Q4: 4,176,321 shares; 2025Q1: 4,223,927 shares; 2025Q2: 4,094,600 shares; 2025Q3: 4,038,467 shares; 2025Q4: 3,995,456 shares; 2026Q1: 4,461,856 shares; 2026Q2: 4,429,007 shares 4,429,007 $196M 0.24% -32,849 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: 2,474,519 shares; 2024Q4: 2,563,927 shares; 2025Q1: 2,657,547 shares; 2025Q2: 2,766,692 shares; 2025Q3: 2,953,818 shares; 2025Q4: 3,077,484 shares; 2026Q1: 3,212,707 shares; 2026Q2: 3,631,961 shares 3,631,961 $196M 0.24% +419,254 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: 3,156,087 shares; 2024Q4: 6,433,068 shares; 2025Q1: 6,633,518 shares; 2025Q2: 6,655,981 shares; 2025Q3: 6,686,521 shares; 2025Q4: 6,703,358 shares; 2026Q1: 6,885,220 shares; 2026Q2: 7,384,337 shares 7,384,337 $191M 0.23% +499,117 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: 257,636 shares; 2024Q4: 235,416 shares; 2025Q1: 246,310 shares; 2025Q2: 268,579 shares; 2025Q3: 197,634 shares; 2025Q4: 208,201 shares; 2026Q1: 236,660 shares; 2026Q2: 260,363 shares 260,363 $188M 0.23% +23,703 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: 40,195 shares; 2024Q4: 36,991 shares; 2025Q1: 70,460 shares; 2025Q2: 77,318 shares; 2025Q3: 85,018 shares; 2025Q4: 91,185 shares; 2026Q1: 92,351 shares; 2026Q2: 94,239 shares 94,239 $187M 0.23% +1,888 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: 79,404 shares; 2024Q4: 80,301 shares; 2025Q1: 177,514 shares; 2025Q2: 175,609 shares; 2025Q3: 180,301 shares; 2025Q4: 186,287 shares; 2026Q1: 183,357 shares; 2026Q2: 184,881 shares 184,881 $187M 0.23% +1,524 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: 842,573 shares; 2024Q4: 875,963 shares; 2025Q1: 1,065,217 shares; 2025Q2: 1,240,343 shares; 2025Q3: 1,579,838 shares; 2025Q4: 1,625,886 shares; 2026Q1: 1,529,547 shares; 2026Q2: 1,326,665 shares 1,326,665 $185M 0.22% -202,882 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: 1,399,650 shares; 2024Q4: 1,654,670 shares; 2025Q1: 1,665,392 shares; 2025Q2: 1,596,824 shares; 2025Q3: 1,584,181 shares; 2025Q4: 1,645,587 shares; 2026Q1: 1,861,287 shares; 2026Q2: 2,257,242 shares 2,257,242 $181M 0.22% +395,955 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: 885,270 shares; 2024Q4: 848,151 shares; 2025Q1: 1,021,466 shares; 2025Q2: 1,041,970 shares; 2025Q3: 1,065,726 shares; 2025Q4: 1,183,991 shares; 2026Q1: 1,171,690 shares; 2026Q2: 1,223,064 shares 1,223,064 $179M 0.22% +51,374 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: 527,601 shares; 2024Q4: 546,009 shares; 2025Q1: 570,372 shares; 2025Q2: 537,357 shares; 2025Q3: 525,001 shares; 2025Q4: 535,711 shares; 2026Q1: 535,723 shares; 2026Q2: 592,421 shares 592,421 $178M 0.22% +56,698 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: 3,366,439 shares; 2024Q4: 3,427,830 shares; 2025Q1: 3,533,369 shares; 2025Q2: 3,578,528 shares; 2025Q3: 4,173,527 shares; 2025Q4: 4,133,960 shares; 2026Q1: 5,034,565 shares; 2026Q2: 5,087,343 shares 5,087,343 $176M 0.21% +52,778 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: 1,480,164 shares; 2024Q4: 1,440,275 shares; 2025Q1: not reported; 2025Q2: 1,618,159 shares; 2025Q3: 1,607,941 shares; 2025Q4: 1,612,846 shares; 2026Q1: 1,682,792 shares; 2026Q2: 2,008,850 shares 2,008,850 $176M 0.21% +326,058 Timeline SPEM 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: 2,104,925 shares; 2024Q4: 2,220,674 shares; 2025Q1: 2,766,398 shares; 2025Q2: 2,670,904 shares; 2025Q3: 2,688,945 shares; 2025Q4: 2,773,927 shares; 2026Q1: 3,259,172 shares; 2026Q2: 3,376,307 shares 3,376,307 $175M 0.21% +117,135 Timeline DFSV 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: 662,806 shares; 2024Q4: 789,402 shares; 2025Q1: 933,182 shares; 2025Q2: 3,035,274 shares; 2025Q3: 3,458,191 shares; 2025Q4: 3,806,878 shares; 2026Q1: 4,307,741 shares; 2026Q2: 4,469,361 shares 4,469,361 $173M 0.21% +161,620 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196,943 shares; 2024Q4: 1,259,291 shares; 2025Q1: 1,309,664 shares; 2025Q2: 1,317,162 shares; 2025Q3: 1,326,229 shares; 2025Q4: 1,333,932 shares; 2026Q1: 1,423,552 shares; 2026Q2: 1,632,319 shares 1,632,319 $168M 0.2% +208,767 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: 1,276,262 shares; 2024Q4: 1,380,432 shares; 2025Q1: 1,405,293 shares; 2025Q2: 1,442,903 shares; 2025Q3: 1,556,338 shares; 2025Q4: 1,742,393 shares; 2026Q1: 1,790,600 shares; 2026Q2: 2,075,356 shares 2,075,356 $164M 0.2% +284,756 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,403 shares; 2025Q1: 138,207 shares; 2025Q2: 137,607 shares; 2025Q3: 139,072 shares; 2025Q4: 147,415 shares; 2026Q1: 166,688 shares; 2026Q2: 169,709 shares 169,709 $163M 0.2% +3,021 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: 106,520 shares; 2024Q4: 160,970 shares; 2025Q1: 153,558 shares; 2025Q2: 165,026 shares; 2025Q3: 169,987 shares; 2025Q4: 798,927 shares; 2026Q1: 881,245 shares; 2026Q2: 850,475 shares 850,475 $162M 0.2% -30,770 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: 307,818 shares; 2024Q4: 326,865 shares; 2025Q1: 284,169 shares; 2025Q2: 346,693 shares; 2025Q3: 641,069 shares; 2025Q4: 829,764 shares; 2026Q1: 991,753 shares; 2026Q2: 1,266,738 shares 1,266,738 $162M 0.2% +274,985 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: 395,273 shares; 2024Q4: 389,138 shares; 2025Q1: 406,047 shares; 2025Q2: 423,019 shares; 2025Q3: 416,182 shares; 2025Q4: 411,873 shares; 2026Q1: 433,555 shares; 2026Q2: 444,842 shares 444,842 $161M 0.2% +11,287 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823,185 shares; 2024Q4: 836,605 shares; 2025Q1: 993,409 shares; 2025Q2: 1,066,263 shares; 2025Q3: 1,203,258 shares; 2025Q4: 1,181,571 shares; 2026Q1: 1,267,461 shares; 2026Q2: 2,003,763 shares 2,003,763 $159M 0.19% +736,302 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: 440,649 shares; 2024Q4: 440,013 shares; 2025Q1: 442,205 shares; 2025Q2: 426,750 shares; 2025Q3: 428,548 shares; 2025Q4: 438,250 shares; 2026Q1: 430,049 shares; 2026Q2: 423,832 shares 423,832 $156M 0.19% -6,217 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: 967,938 shares; 2024Q4: 1,006,068 shares; 2025Q1: 1,507,268 shares; 2025Q2: 1,538,380 shares; 2025Q3: 1,530,328 shares; 2025Q4: 1,579,648 shares; 2026Q1: 1,587,219 shares; 2026Q2: 1,799,915 shares 1,799,915 $156M 0.19% +212,696 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989,609 shares; 2024Q4: 900,243 shares; 2025Q1: 901,608 shares; 2025Q2: 907,585 shares; 2025Q3: 969,152 shares; 2025Q4: 942,890 shares; 2026Q1: 952,453 shares; 2026Q2: 944,121 shares 944,121 $154M 0.19% -8,332 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: 860,907 shares; 2024Q4: 883,960 shares; 2025Q1: 925,613 shares; 2025Q2: 995,346 shares; 2025Q3: 1,029,530 shares; 2025Q4: 1,079,242 shares; 2026Q1: 1,103,143 shares; 2026Q2: 1,099,020 shares 1,099,020 $154M 0.19% -4,123 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099,484 shares; 2024Q4: 1,083,511 shares; 2025Q1: 1,114,792 shares; 2025Q2: 1,364,614 shares; 2025Q3: 1,393,859 shares; 2025Q4: 1,407,963 shares; 2026Q1: 1,434,258 shares; 2026Q2: 1,363,934 shares 1,363,934 $150M 0.18% -70,324 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: 251,521 shares; 2024Q4: 333,299 shares; 2025Q1: 322,954 shares; 2025Q2: 321,673 shares; 2025Q3: 287,129 shares; 2025Q4: 517,762 shares; 2026Q1: 1,030,500 shares; 2026Q2: 1,074,898 shares 1,074,898 $148M 0.18% +44,398 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510,125 shares; 2024Q4: 2,486,370 shares; 2025Q1: 2,418,447 shares; 2025Q2: 2,630,826 shares; 2025Q3: 2,513,989 shares; 2025Q4: 2,476,371 shares; 2026Q1: 2,532,792 shares; 2026Q2: 2,644,308 shares 2,644,308 $145M 0.18% +111,516 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: 295,081 shares; 2024Q4: 259,952 shares; 2025Q1: 285,888 shares; 2025Q2: 315,630 shares; 2025Q3: 346,658 shares; 2025Q4: 410,448 shares; 2026Q1: 423,812 shares; 2026Q2: 425,907 shares 425,907 $145M 0.18% +2,095 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: 106,252 shares; 2024Q4: 106,834 shares; 2025Q1: 119,627 shares; 2025Q2: 126,561 shares; 2025Q3: 128,316 shares; 2025Q4: 125,433 shares; 2026Q1: 127,140 shares; 2026Q2: 126,289 shares 126,289 $143M 0.17% -851 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: 1,086,616 shares; 2024Q4: 1,080,580 shares; 2025Q1: 1,108,183 shares; 2025Q2: 1,103,363 shares; 2025Q3: 1,102,326 shares; 2025Q4: 1,113,249 shares; 2026Q1: 1,413,351 shares; 2026Q2: 1,544,223 shares 1,544,223 $142M 0.17% +130,872 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: 507,077 shares; 2024Q4: 476,992 shares; 2025Q1: 443,059 shares; 2025Q2: 307,432 shares; 2025Q3: 263,964 shares; 2025Q4: 266,341 shares; 2026Q1: 313,762 shares; 2026Q2: 333,274 shares 333,274 $139M 0.17% +19,512 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: 53,533 shares; 2024Q4: 55,200 shares; 2025Q1: 75,652 shares; 2025Q2: 76,294 shares; 2025Q3: 86,748 shares; 2025Q4: 95,149 shares; 2026Q1: 112,564 shares; 2026Q2: 117,368 shares 117,368 $138M 0.17% +4,804 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: 2,260,557 shares; 2024Q4: 4,646,799 shares; 2025Q1: 4,783,873 shares; 2025Q2: 3,890,531 shares; 2025Q3: 3,776,607 shares; 2025Q4: 3,757,082 shares; 2026Q1: 3,844,244 shares; 2026Q2: 4,000,364 shares 4,000,364 $136M 0.17% +156,120 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: 133,885 shares; 2024Q4: 136,752 shares; 2025Q1: 138,327 shares; 2025Q2: 144,092 shares; 2025Q3: 142,896 shares; 2025Q4: 190,143 shares; 2026Q1: 182,483 shares; 2026Q2: 188,952 shares 188,952 $136M 0.17% +6,469 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890,700 shares; 2024Q4: 1,943,273 shares; 2025Q1: 2,009,680 shares; 2025Q2: 2,048,387 shares; 2025Q3: 2,132,331 shares; 2025Q4: 2,247,308 shares; 2026Q1: 2,370,787 shares; 2026Q2: 2,795,524 shares 2,795,524 $136M 0.16% +424,737 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: 255,439 shares; 2024Q4: 247,923 shares; 2025Q1: 260,460 shares; 2025Q2: 262,331 shares; 2025Q3: 303,069 shares; 2025Q4: 305,787 shares; 2026Q1: 328,689 shares; 2026Q2: 340,330 shares 340,330 $135M 0.16% +11,641 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: 299,691 shares; 2024Q4: 306,706 shares; 2025Q1: 329,317 shares; 2025Q2: 339,775 shares; 2025Q3: 346,407 shares; 2025Q4: 375,636 shares; 2026Q1: 460,315 shares; 2026Q2: 646,294 shares 646,294 $134M 0.16% +185,979 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134,175 shares; 2024Q4: 2,099,340 shares; 2025Q1: 2,182,869 shares; 2025Q2: 1,121,739 shares; 2025Q3: 1,173,137 shares; 2025Q4: 1,222,695 shares; 2026Q1: 1,326,083 shares; 2026Q2: 1,373,229 shares 1,373,229 $132M 0.16% +47,146 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: 448,676 shares; 2024Q4: 453,804 shares; 2025Q1: 491,929 shares; 2025Q2: 483,749 shares; 2025Q3: 482,692 shares; 2025Q4: 504,941 shares; 2026Q1: 515,095 shares; 2026Q2: 489,118 shares 489,118 $132M 0.16% -25,977 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: 1,261,124 shares; 2024Q4: 1,184,426 shares; 2025Q1: 1,298,524 shares; 2025Q2: 1,366,565 shares; 2025Q3: 1,369,415 shares; 2025Q4: 1,444,225 shares; 2026Q1: 1,480,454 shares; 2026Q2: 1,493,361 shares 1,493,361 $131M 0.16% +12,907 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: 944,940 shares; 2024Q4: 895,928 shares; 2025Q1: 962,264 shares; 2025Q2: 938,159 shares; 2025Q3: 990,905 shares; 2025Q4: 1,038,712 shares; 2026Q1: 1,034,978 shares; 2026Q2: 944,926 shares 944,926 $128M 0.16% -90,052 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: 378,141 shares; 2024Q4: 383,813 shares; 2025Q1: 387,897 shares; 2025Q2: 379,296 shares; 2025Q3: 372,036 shares; 2025Q4: 758,635 shares; 2026Q1: 405,840 shares; 2026Q2: 429,200 shares 429,200 $128M 0.16% +23,360 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: 229,042 shares; 2024Q4: 238,029 shares; 2025Q1: 252,924 shares; 2025Q2: 263,692 shares; 2025Q3: 258,808 shares; 2025Q4: 261,553 shares; 2026Q1: 296,654 shares; 2026Q2: 255,874 shares 255,874 $127M 0.15% -40,780 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: 213,850 shares; 2024Q4: 220,318 shares; 2025Q1: 462,671 shares; 2025Q2: 495,125 shares; 2025Q3: 556,235 shares; 2025Q4: 585,829 shares; 2026Q1: 579,392 shares; 2026Q2: 566,718 shares 566,718 $126M 0.15% -12,674 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: 565,579 shares; 2024Q4: 608,845 shares; 2025Q1: 607,208 shares; 2025Q2: 565,520 shares; 2025Q3: 560,018 shares; 2025Q4: 761,565 shares; 2026Q1: 774,708 shares; 2026Q2: 798,791 shares 798,791 $126M 0.15% +24,083 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: 791,861 shares; 2024Q4: 799,735 shares; 2025Q1: 876,441 shares; 2025Q2: 852,447 shares; 2025Q3: 828,587 shares; 2025Q4: 938,202 shares; 2026Q1: 1,521,366 shares; 2026Q2: 1,658,498 shares 1,658,498 $126M 0.15% +137,132 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: 728,275 shares; 2024Q4: 755,548 shares; 2025Q1: 747,721 shares; 2025Q2: 923,726 shares; 2025Q3: 867,825 shares; 2025Q4: 999,229 shares; 2026Q1: 1,070,265 shares; 2026Q2: 1,101,170 shares 1,101,170 $119M 0.14% +30,905 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802,413 shares; 2024Q4: 2,849,242 shares; 2025Q1: 2,950,734 shares; 2025Q2: 3,046,620 shares; 2025Q3: 3,171,491 shares; 2025Q4: 3,334,783 shares; 2026Q1: 3,485,369 shares; 2026Q2: 3,970,297 shares 3,970,297 $116M 0.14% +484,928 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: 1,026,383 shares; 2024Q4: 1,005,008 shares; 2025Q1: 1,122,567 shares; 2025Q2: 1,152,806 shares; 2025Q3: 1,153,875 shares; 2025Q4: 1,186,769 shares; 2026Q1: 1,212,665 shares; 2026Q2: 1,205,463 shares 1,205,463 $116M 0.14% -7,202 Timeline DFLV 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: 385,166 shares; 2024Q4: 572,686 shares; 2025Q1: 845,838 shares; 2025Q2: 969,393 shares; 2025Q3: 1,359,716 shares; 2025Q4: 1,760,605 shares; 2026Q1: 2,166,874 shares; 2026Q2: 2,877,128 shares 2,877,128 $114M 0.14% +710,254 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: 796,255 shares; 2024Q4: 2,919,588 shares; 2025Q1: 3,044,472 shares; 2025Q2: 3,119,923 shares; 2025Q3: 3,044,766 shares; 2025Q4: 3,065,447 shares; 2026Q1: 3,195,653 shares; 2026Q2: 3,902,668 shares 3,902,668 $113M 0.14% +707,015 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: 324,806 shares; 2024Q4: 301,697 shares; 2025Q1: 337,409 shares; 2025Q2: 342,876 shares; 2025Q3: 332,416 shares; 2025Q4: 361,550 shares; 2026Q1: 396,584 shares; 2026Q2: 591,658 shares 591,658 $113M 0.14% +195,074 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: 730,874 shares; 2024Q4: 719,747 shares; 2025Q1: 765,685 shares; 2025Q2: 771,548 shares; 2025Q3: 753,558 shares; 2025Q4: 783,721 shares; 2026Q1: 789,721 shares; 2026Q2: 774,947 shares 774,947 $111M 0.13% -14,774 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: 83,471 shares; 2024Q4: 83,051 shares; 2025Q1: 110,176 shares; 2025Q2: 132,591 shares; 2025Q3: 144,157 shares; 2025Q4: 1,339,726 shares; 2026Q1: 1,504,236 shares; 2026Q2: 1,534,571 shares 1,534,571 $110M 0.13% +30,335 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: 72,382 shares; 2024Q4: 77,391 shares; 2025Q1: 80,578 shares; 2025Q2: 100,448 shares; 2025Q3: 103,432 shares; 2025Q4: 193,628 shares; 2026Q1: 517,501 shares; 2026Q2: 477,313 shares 477,313 $108M 0.13% -40,188 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: 513,818 shares; 2024Q4: 521,929 shares; 2025Q1: 528,368 shares; 2025Q2: 545,681 shares; 2025Q3: 442,515 shares; 2025Q4: 430,982 shares; 2026Q1: 416,500 shares; 2026Q2: 423,265 shares 423,265 $108M 0.13% +6,765 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: 115,274 shares; 2024Q4: 111,375 shares; 2025Q1: 183,894 shares; 2025Q2: 181,274 shares; 2025Q3: 158,462 shares; 2025Q4: 165,800 shares; 2026Q1: 170,767 shares; 2026Q2: 169,446 shares 169,446 $107M 0.13% -1,321 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: 691,132 shares; 2024Q4: 736,150 shares; 2025Q1: 778,073 shares; 2025Q2: 829,814 shares; 2025Q3: 852,310 shares; 2025Q4: 859,813 shares; 2026Q1: 898,470 shares; 2026Q2: 969,045 shares 969,045 $107M 0.13% +70,575 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: 546,331 shares; 2024Q4: 630,088 shares; 2025Q1: 741,836 shares; 2025Q2: 774,507 shares; 2025Q3: 789,096 shares; 2025Q4: 824,134 shares; 2026Q1: 866,938 shares; 2026Q2: 909,588 shares 909,588 $106M 0.13% +42,650 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: 115,542 shares; 2024Q4: 116,663 shares; 2025Q1: 124,990 shares; 2025Q2: 117,677 shares; 2025Q3: 128,728 shares; 2025Q4: 129,751 shares; 2026Q1: 148,751 shares; 2026Q2: 147,538 shares 147,538 $105M 0.13% -1,213 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: 396,630 shares; 2024Q4: 385,277 shares; 2025Q1: 397,567 shares; 2025Q2: 371,632 shares; 2025Q3: 379,722 shares; 2025Q4: 378,292 shares; 2026Q1: 382,823 shares; 2026Q2: 385,332 shares 385,332 $105M 0.13% +2,509 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569,015 shares; 2024Q4: 895,123 shares; 2025Q1: 890,536 shares; 2025Q2: 1,107,843 shares; 2025Q3: 1,467,592 shares; 2025Q4: 1,728,541 shares; 2026Q1: 2,317,535 shares; 2026Q2: 2,553,687 shares 2,553,687 $103M 0.12% +236,152 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: 833,711 shares; 2024Q4: 849,566 shares; 2025Q1: 884,082 shares; 2025Q2: 939,515 shares; 2025Q3: 957,620 shares; 2025Q4: 991,660 shares; 2026Q1: 1,051,839 shares; 2026Q2: 1,224,833 shares 1,224,833 $101M 0.12% +172,994 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: 774,093 shares; 2024Q4: 868,597 shares; 2025Q1: 1,006,020 shares; 2025Q2: 915,207 shares; 2025Q3: 903,812 shares; 2025Q4: 971,307 shares; 2026Q1: 983,964 shares; 2026Q2: 1,061,624 shares 1,061,624 $100M 0.12% +77,660 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: 181,424 shares; 2024Q4: 161,515 shares; 2025Q1: 226,777 shares; 2025Q2: 224,635 shares; 2025Q3: 209,086 shares; 2025Q4: 411,042 shares; 2026Q1: 200,486 shares; 2026Q2: 199,575 shares 199,575 $100M 0.12% -911 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: 530,923 shares; 2024Q4: 521,366 shares; 2025Q1: 584,334 shares; 2025Q2: 539,087 shares; 2025Q3: 495,602 shares; 2025Q4: 488,685 shares; 2026Q1: 518,888 shares; 2026Q2: 689,576 shares 689,576 $99.4M 0.12% +170,688 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,025 shares; 2024Q4: 670,240 shares; 2025Q1: 600,157 shares; 2025Q2: 682,694 shares; 2025Q3: 575,587 shares; 2025Q4: 1,234,103 shares; 2026Q1: 2,090,453 shares; 2026Q2: 1,967,939 shares 1,967,939 $99.2M 0.12% -122,514 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,367 shares; 2024Q4: 307,105 shares; 2025Q1: 346,949 shares; 2025Q2: 358,046 shares; 2025Q3: 610,291 shares; 2025Q4: 609,724 shares; 2026Q1: 616,834 shares; 2026Q2: 630,139 shares 630,139 $98.9M 0.12% +13,305 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: 97,549 shares; 2024Q4: 101,612 shares; 2025Q1: 132,087 shares; 2025Q2: 128,923 shares; 2025Q3: 123,960 shares; 2025Q4: 131,552 shares; 2026Q1: 138,738 shares; 2026Q2: 139,760 shares 139,760 $98.3M 0.12% +1,022 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: 590,705 shares; 2024Q4: 716,746 shares; 2025Q1: 793,116 shares; 2025Q2: 835,852 shares; 2025Q3: 910,352 shares; 2025Q4: 1,112,851 shares; 2026Q1: 1,208,682 shares; 2026Q2: 1,276,358 shares 1,276,358 $97.9M 0.12% +67,676 Timeline VONE 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: 248,652 shares; 2024Q4: 209,088 shares; 2025Q1: 209,093 shares; 2025Q2: 186,028 shares; 2025Q3: 165,873 shares; 2025Q4: 164,974 shares; 2026Q1: 290,154 shares; 2026Q2: 287,674 shares 287,674 $97.4M 0.12% -2,480 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: 235,383 shares; 2024Q4: 230,929 shares; 2025Q1: 271,069 shares; 2025Q2: 314,580 shares; 2025Q3: 317,999 shares; 2025Q4: 305,753 shares; 2026Q1: 314,456 shares; 2026Q2: 306,865 shares 306,865 $96.6M 0.12% -7,591 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 1,423,340 shares; 2025Q4: 2,119,609 shares; 2026Q1: 3,118,620 shares; 2026Q2: 3,359,852 shares 3,359,852 $94.6M 0.11% +241,232 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707,737 shares; 2024Q4: 693,270 shares; 2025Q1: 690,494 shares; 2025Q2: 1,100,761 shares; 2025Q3: 1,062,293 shares; 2025Q4: 1,072,273 shares; 2026Q1: 1,125,679 shares; 2026Q2: 1,335,533 shares 1,335,533 $93.4M 0.11% +209,854 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: 932,102 shares; 2024Q4: 922,995 shares; 2025Q1: 1,037,937 shares; 2025Q2: 1,067,609 shares; 2025Q3: 1,033,518 shares; 2025Q4: 1,122,341 shares; 2026Q1: 1,134,215 shares; 2026Q2: 1,142,308 shares 1,142,308 $92.8M 0.11% +8,093 Timeline SPTS 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: 2,856,924 shares; 2024Q4: 2,914,528 shares; 2025Q1: 2,839,763 shares; 2025Q2: 2,767,999 shares; 2025Q3: 2,781,660 shares; 2025Q4: 3,048,181 shares; 2026Q1: 3,128,412 shares; 2026Q2: 3,196,896 shares 3,196,896 $92.7M 0.11% +68,484 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: 151,561 shares; 2024Q4: 95,047 shares; 2025Q1: 97,167 shares; 2025Q2: 128,372 shares; 2025Q3: 154,830 shares; 2025Q4: 180,595 shares; 2026Q1: 173,004 shares; 2026Q2: 144,262 shares 144,262 $92.1M 0.11% -28,742 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139,008 shares; 2025Q1: 134,298 shares; 2025Q2: 129,968 shares; 2025Q3: 135,400 shares; 2025Q4: 126,589 shares; 2026Q1: 1,326,415 shares; 2026Q2: 1,341,644 shares 1,341,644 $91.2M 0.11% +15,229 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: 11,371 shares; 2024Q4: 9,988 shares; 2025Q1: 331,756 shares; 2025Q2: 336,360 shares; 2025Q3: 348,904 shares; 2025Q4: 459,052 shares; 2026Q1: 204,235 shares; 2026Q2: 186,605 shares 186,605 $90.3M 0.11% -17,630 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: 1,095,920 shares; 2024Q4: 1,164,450 shares; 2025Q1: 1,229,643 shares; 2025Q2: 1,313,393 shares; 2025Q3: 1,364,351 shares; 2025Q4: 1,366,320 shares; 2026Q1: 1,286,453 shares; 2026Q2: 1,953,987 shares 1,953,987 $89.3M 0.11% +667,534 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: 181,868 shares; 2024Q4: 178,371 shares; 2025Q1: 174,442 shares; 2025Q2: 194,357 shares; 2025Q3: 194,144 shares; 2025Q4: 199,261 shares; 2026Q1: 226,304 shares; 2026Q2: 218,586 shares 218,586 $89M 0.11% -7,718 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,781 shares; 2024Q4: 553,496 shares; 2025Q1: 561,808 shares; 2025Q2: 600,944 shares; 2025Q3: 651,001 shares; 2025Q4: 644,577 shares; 2026Q1: 706,033 shares; 2026Q2: 1,741,550 shares 1,741,550 $87.5M 0.11% +1,035,517 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: 1,745,599 shares; 2024Q4: 1,759,344 shares; 2025Q1: 1,683,335 shares; 2025Q2: 1,637,262 shares; 2025Q3: 838,255 shares; 2025Q4: 976,109 shares; 2026Q1: 1,036,060 shares; 2026Q2: 1,475,322 shares 1,475,322 $86.9M 0.11% +439,262 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,675 shares; 2024Q4: 555,631 shares; 2025Q1: 566,683 shares; 2025Q2: 544,223 shares; 2025Q3: 490,353 shares; 2025Q4: 524,081 shares; 2026Q1: 508,340 shares; 2026Q2: 497,727 shares 497,727 $86.5M 0.1% -10,613 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: 138,011 shares; 2024Q4: 147,875 shares; 2025Q1: 156,183 shares; 2025Q2: 167,064 shares; 2025Q3: 153,970 shares; 2025Q4: 144,698 shares; 2026Q1: 165,139 shares; 2026Q2: 168,032 shares 168,032 $85.6M 0.1% +2,893 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: 430,206 shares; 2024Q4: 572,367 shares; 2025Q1: 814,107 shares; 2025Q2: 989,037 shares; 2025Q3: 1,005,344 shares; 2025Q4: 1,053,066 shares; 2026Q1: 1,167,261 shares; 2026Q2: 1,175,117 shares 1,175,117 $84.8M 0.1% +7,856 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,251 shares; 2024Q4: 105,131 shares; 2025Q1: 102,292 shares; 2025Q2: 314,450 shares; 2025Q3: 318,509 shares; 2025Q4: 846,935 shares; 2026Q1: 1,369,917 shares; 2026Q2: 1,710,245 shares 1,710,245 $82.8M 0.1% +340,328 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231,013 shares; 2024Q4: 1,393,182 shares; 2025Q1: 1,574,329 shares; 2025Q2: 1,536,717 shares; 2025Q3: 1,698,774 shares; 2025Q4: 1,789,351 shares; 2026Q1: 1,962,075 shares; 2026Q2: 2,210,463 shares 2,210,463 $81.8M 0.1% +248,388 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: 129,896 shares; 2024Q4: 430,133 shares; 2025Q1: 463,829 shares; 2025Q2: 544,600 shares; 2025Q3: 617,245 shares; 2025Q4: 663,248 shares; 2026Q1: 1,275,994 shares; 2026Q2: 1,961,478 shares 1,961,478 $80.9M 0.1% +685,484 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: 16,617 shares; 2024Q4: 17,476 shares; 2025Q1: 17,841 shares; 2025Q2: 27,102 shares; 2025Q3: 33,014 shares; 2025Q4: 41,391 shares; 2026Q1: 45,536 shares; 2026Q2: 40,591 shares 40,591 $80.4M 0.1% -4,945 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: 1,183,950 shares; 2024Q4: 5,635,367 shares; 2025Q1: 5,620,573 shares; 2025Q2: 5,594,469 shares; 2025Q3: 6,599,938 shares; 2025Q4: 5,432,741 shares; 2026Q1: 2,502,403 shares; 2026Q2: 2,522,251 shares 2,522,251 $80M 0.1% +19,848 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: 98,094 shares; 2025Q1: 270,726 shares; 2025Q2: not reported; 2025Q3: 306,282 shares; 2025Q4: 354,943 shares; 2026Q1: 531,231 shares; 2026Q2: 470,492 shares 470,492 $79.9M 0.1% -60,739 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457,833 shares; 2024Q4: 1,459,365 shares; 2025Q1: 1,462,249 shares; 2025Q2: 1,441,496 shares; 2025Q3: 1,448,347 shares; 2025Q4: 1,445,802 shares; 2026Q1: 1,309,679 shares; 2026Q2: 1,307,227 shares 1,307,227 $79.4M 0.1% -2,452 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: 251,888 shares; 2024Q4: 294,960 shares; 2025Q1: 304,597 shares; 2025Q2: 328,179 shares; 2025Q3: 344,524 shares; 2025Q4: 711,035 shares; 2026Q1: 398,224 shares; 2026Q2: 429,078 shares 429,078 $77.6M 0.09% +30,854 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: 152,770 shares; 2024Q4: 146,251 shares; 2025Q1: 162,877 shares; 2025Q2: 182,829 shares; 2025Q3: 205,318 shares; 2025Q4: 130,185 shares; 2026Q1: 147,861 shares; 2026Q2: 149,191 shares 149,191 $77.4M 0.09% +1,330 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: 110,319 shares; 2024Q4: 111,262 shares; 2025Q1: 150,855 shares; 2025Q2: 162,051 shares; 2025Q3: 169,576 shares; 2025Q4: 172,627 shares; 2026Q1: 176,399 shares; 2026Q2: 181,485 shares 181,485 $77.3M 0.09% +5,086 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: 93,562 shares; 2024Q4: 91,339 shares; 2025Q1: 104,263 shares; 2025Q2: 313,895 shares; 2025Q3: 330,408 shares; 2025Q4: 347,759 shares; 2026Q1: 342,482 shares; 2026Q2: 381,508 shares 381,508 $76.5M 0.09% +39,026 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: 64,659 shares; 2024Q4: 63,065 shares; 2025Q1: 63,769 shares; 2025Q2: 84,396 shares; 2025Q3: 86,437 shares; 2025Q4: 95,932 shares; 2026Q1: 96,834 shares; 2026Q2: 197,493 shares 197,493 $76.4M 0.09% +100,659 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 670,740 shares; 2025Q1: 657,309 shares; 2025Q2: 691,229 shares; 2025Q3: 823,699 shares; 2025Q4: 829,051 shares; 2026Q1: 857,498 shares; 2026Q2: 846,764 shares 846,764 $75.5M 0.09% -10,734 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,671 shares; 2025Q3: 71,138 shares; 2025Q4: 67,591 shares; 2026Q1: 52,382 shares; 2026Q2: 32,985 shares 32,985 $75M 0.09% -19,397 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: 862,823 shares; 2024Q4: 861,469 shares; 2025Q1: 863,748 shares; 2025Q2: 604,725 shares; 2025Q3: 603,729 shares; 2025Q4: 596,195 shares; 2026Q1: 626,007 shares; 2026Q2: 771,016 shares 771,016 $74.4M 0.09% +145,009 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: 150,765 shares; 2024Q4: 152,682 shares; 2025Q1: 177,648 shares; 2025Q2: 189,746 shares; 2025Q3: 186,335 shares; 2025Q4: 198,900 shares; 2026Q1: 215,387 shares; 2026Q2: 218,769 shares 218,769 $74M 0.09% +3,382 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: 61,016 shares; 2024Q4: 60,118 shares; 2025Q1: 98,751 shares; 2025Q2: 101,042 shares; 2025Q3: 81,453 shares; 2025Q4: 116,819 shares; 2026Q1: 99,587 shares; 2026Q2: 247,552 shares 247,552 $73.7M 0.09% +147,965 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: 891,305 shares; 2024Q4: 902,704 shares; 2025Q1: 913,691 shares; 2025Q2: 862,623 shares; 2025Q3: 942,270 shares; 2025Q4: 1,417,346 shares; 2026Q1: 1,392,773 shares; 2026Q2: 1,277,451 shares 1,277,451 $73.6M 0.09% -115,322 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: 697,059 shares; 2024Q4: 725,231 shares; 2025Q1: 729,100 shares; 2025Q2: 740,430 shares; 2025Q3: 1,019,410 shares; 2025Q4: 1,194,353 shares; 2026Q1: 1,251,708 shares; 2026Q2: 1,217,564 shares 1,217,564 $73.5M 0.09% -34,144 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163,576 shares; 2024Q4: 2,124,467 shares; 2025Q1: 2,138,923 shares; 2025Q2: 2,132,498 shares; 2025Q3: 2,095,865 shares; 2025Q4: 2,112,948 shares; 2026Q1: 2,172,820 shares; 2026Q2: 2,203,400 shares 2,203,400 $73.5M 0.09% +30,580 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: 102,869 shares; 2024Q4: 125,146 shares; 2025Q1: 119,027 shares; 2025Q2: 116,786 shares; 2025Q3: 115,961 shares; 2025Q4: 208,500 shares; 2026Q1: 212,324 shares; 2026Q2: 211,164 shares 211,164 $72.6M 0.09% -1,160 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: 121,379 shares; 2024Q4: 122,449 shares; 2025Q1: 130,126 shares; 2025Q2: 221,268 shares; 2025Q3: 239,536 shares; 2025Q4: 449,781 shares; 2026Q1: 253,073 shares; 2026Q2: 291,239 shares 291,239 $71.7M 0.09% +38,166 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: 379,214 shares; 2024Q4: 383,142 shares; 2025Q1: 380,807 shares; 2025Q2: 370,878 shares; 2025Q3: 392,308 shares; 2025Q4: 421,280 shares; 2026Q1: 603,398 shares; 2026Q2: 606,509 shares 606,509 $71.4M 0.09% +3,111 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,850 shares; 2024Q4: 142,793 shares; 2025Q1: 229,434 shares; 2025Q2: 247,226 shares; 2025Q3: 251,461 shares; 2025Q4: 250,826 shares; 2026Q1: 240,449 shares; 2026Q2: 249,820 shares 249,820 $69.6M 0.08% +9,371 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: 112,288 shares; 2024Q4: 122,280 shares; 2025Q1: 119,472 shares; 2025Q2: 131,425 shares; 2025Q3: 147,578 shares; 2025Q4: 213,976 shares; 2026Q1: 263,185 shares; 2026Q2: 320,584 shares 320,584 $69.4M 0.08% +57,399 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611,784 shares; 2024Q4: 607,946 shares; 2025Q1: 614,794 shares; 2025Q2: 746,593 shares; 2025Q3: 758,426 shares; 2025Q4: 755,295 shares; 2026Q1: 731,689 shares; 2026Q2: 797,119 shares 797,119 $69.3M 0.08% +65,430 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: 168,114 shares; 2024Q4: 179,934 shares; 2025Q1: 325,023 shares; 2025Q2: 308,986 shares; 2025Q3: 364,824 shares; 2025Q4: 431,905 shares; 2026Q1: 458,365 shares; 2026Q2: 480,324 shares 480,324 $68.7M 0.08% +21,959 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: 1,459,961 shares; 2024Q4: 1,442,675 shares; 2025Q1: 1,452,774 shares; 2025Q2: 1,428,753 shares; 2025Q3: 1,449,842 shares; 2025Q4: 1,314,401 shares; 2026Q1: 1,456,371 shares; 2026Q2: 1,621,719 shares 1,621,719 $68.7M 0.08% +165,348 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: 35,794 shares; 2024Q4: 31,284 shares; 2025Q1: 29,165 shares; 2025Q2: 36,682 shares; 2025Q3: 46,542 shares; 2025Q4: 54,912 shares; 2026Q1: 60,381 shares; 2026Q2: 70,952 shares 70,952 $68.5M 0.08% +10,571 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: 139,175 shares; 2024Q4: 162,397 shares; 2025Q1: 160,934 shares; 2025Q2: 164,538 shares; 2025Q3: 164,357 shares; 2025Q4: 172,941 shares; 2026Q1: 199,217 shares; 2026Q2: 171,226 shares 171,226 $68.1M 0.08% -27,991 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588,526 shares; 2024Q4: 609,820 shares; 2025Q1: 607,596 shares; 2025Q2: 698,419 shares; 2025Q3: 700,721 shares; 2025Q4: 746,393 shares; 2026Q1: 742,992 shares; 2026Q2: 733,767 shares 733,767 $66.6M 0.08% -9,225 Timeline SCHH 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: 3,294,126 shares; 2024Q4: 2,991,044 shares; 2025Q1: 2,720,664 shares; 2025Q2: 2,650,816 shares; 2025Q3: 2,635,665 shares; 2025Q4: 2,655,805 shares; 2026Q1: 2,659,675 shares; 2026Q2: 2,724,095 shares 2,724,095 $64.5M 0.08% +64,420 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: 286,044 shares 286,044 $64.1M 0.08% new Timeline DISV 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: 771,928 shares; 2024Q4: 841,997 shares; 2025Q1: 952,278 shares; 2025Q2: 1,033,796 shares; 2025Q3: 1,201,683 shares; 2025Q4: 1,275,292 shares; 2026Q1: 1,419,318 shares; 2026Q2: 1,592,790 shares 1,592,790 $63.9M 0.08% +173,472 Timeline VGK 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: 247,374 shares; 2024Q4: 243,845 shares; 2025Q1: 658,913 shares; 2025Q2: 658,459 shares; 2025Q3: 651,511 shares; 2025Q4: 683,175 shares; 2026Q1: 705,516 shares; 2026Q2: 720,641 shares 720,641 $63.8M 0.08% +15,125 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: 495,049 shares; 2024Q4: 508,371 shares; 2025Q1: 531,296 shares; 2025Q2: 531,367 shares; 2025Q3: 498,874 shares; 2025Q4: 500,799 shares; 2026Q1: 530,687 shares; 2026Q2: 536,489 shares 536,489 $63M 0.08% +5,802 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,629 shares; 2024Q4: 761,887 shares; 2025Q1: 755,457 shares; 2025Q2: 719,850 shares; 2025Q3: 723,891 shares; 2025Q4: 687,721 shares; 2026Q1: 659,185 shares; 2026Q2: 623,764 shares 623,764 $62.6M 0.08% -35,421 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: 255,874 shares; 2024Q4: 351,178 shares; 2025Q1: 333,017 shares; 2025Q2: 839,331 shares; 2025Q3: 870,659 shares; 2025Q4: 871,899 shares; 2026Q1: 915,687 shares; 2026Q2: 940,273 shares 940,273 $62.5M 0.08% +24,586 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: 282,206 shares 282,206 $62.4M 0.08% new 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: 243,308 shares; 2024Q4: 257,968 shares; 2025Q1: 573,034 shares; 2025Q2: 608,936 shares; 2025Q3: 701,904 shares; 2025Q4: 791,015 shares; 2026Q1: 756,044 shares; 2026Q2: 788,907 shares 788,907 $61.7M 0.07% +32,863 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: 534,132 shares; 2025Q4: 859,097 shares; 2026Q1: 1,145,674 shares; 2026Q2: 1,460,978 shares 1,460,978 $61.6M 0.07% +315,304 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: 27 shares; 2024Q4: 30 shares; 2025Q1: 61 shares; 2025Q2: 76 shares; 2025Q3: 78 shares; 2025Q4: 85 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $61.4M 0.07% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,478 shares; 2024Q4: 403,378 shares; 2025Q1: 404,872 shares; 2025Q2: 402,741 shares; 2025Q3: 452,834 shares; 2025Q4: 450,508 shares; 2026Q1: 446,747 shares; 2026Q2: 442,935 shares 442,935 $60.9M 0.07% -3,812 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: 258,619 shares; 2024Q4: 256,293 shares; 2025Q1: 241,559 shares; 2025Q2: 253,816 shares; 2025Q3: 255,634 shares; 2025Q4: 266,186 shares; 2026Q1: 267,392 shares; 2026Q2: 248,766 shares 248,766 $60.4M 0.07% -18,626 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: 159,901 shares; 2024Q4: 180,721 shares; 2025Q1: 174,306 shares; 2025Q2: 170,459 shares; 2025Q3: 167,272 shares; 2025Q4: 166,759 shares; 2026Q1: 166,480 shares; 2026Q2: 165,087 shares 165,087 $60.4M 0.07% -1,393 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,215 shares; 2026Q2: 318,625 shares 318,625 $60.3M 0.07% +17,410 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,275 shares; 2024Q4: 65,997 shares; 2025Q1: 292,715 shares; 2025Q2: 429,367 shares; 2025Q3: 475,966 shares; 2025Q4: 746,817 shares; 2026Q1: 858,826 shares; 2026Q2: 809,682 shares 809,682 $60.3M 0.07% -49,144 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: 91,508 shares; 2024Q4: 86,228 shares; 2025Q1: 87,802 shares; 2025Q2: 93,835 shares; 2025Q3: 99,467 shares; 2025Q4: 567,101 shares; 2026Q1: 616,014 shares; 2026Q2: 604,392 shares 604,392 $60M 0.07% -11,622 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: 553,626 shares; 2024Q4: 533,151 shares; 2025Q1: 609,279 shares; 2025Q2: 654,015 shares; 2025Q3: 643,039 shares; 2025Q4: 533,938 shares; 2026Q1: 601,125 shares; 2026Q2: 380,070 shares 380,070 $59.5M 0.07% -221,055 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: 607,878 shares; 2024Q4: 573,756 shares; 2025Q1: 569,064 shares; 2025Q2: 574,599 shares; 2025Q3: 550,430 shares; 2025Q4: 363,373 shares; 2026Q1: 690,457 shares; 2026Q2: 718,664 shares 718,664 $58.9M 0.07% +28,207 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,792 shares; 2024Q4: 5,858 shares; 2025Q1: 5,864 shares; 2025Q2: 104,876 shares; 2025Q3: 107,213 shares; 2025Q4: 109,329 shares; 2026Q1: 115,914 shares; 2026Q2: 711,922 shares 711,922 $58.8M 0.07% +596,008 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: 274,158 shares; 2024Q4: 277,230 shares; 2025Q1: 348,400 shares; 2025Q2: 350,350 shares; 2025Q3: 267,987 shares; 2025Q4: 356,949 shares; 2026Q1: 430,179 shares; 2026Q2: 382,110 shares 382,110 $58.7M 0.07% -48,069 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,954 shares; 2024Q4: 47,928 shares; 2025Q1: 52,168 shares; 2025Q2: 61,260 shares; 2025Q3: 65,852 shares; 2025Q4: 103,629 shares; 2026Q1: 121,711 shares; 2026Q2: 130,991 shares 130,991 $58.4M 0.07% +9,280 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: 408,939 shares; 2024Q4: 449,235 shares; 2025Q1: 475,668 shares; 2025Q2: 549,865 shares; 2025Q3: 521,252 shares; 2025Q4: 547,569 shares; 2026Q1: 568,932 shares; 2026Q2: 704,902 shares 704,902 $58M 0.07% +135,970 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,282 shares; 2024Q4: 57,021 shares; 2025Q1: 56,430 shares; 2025Q2: 56,575 shares; 2025Q3: 55,454 shares; 2025Q4: 54,945 shares; 2026Q1: 54,034 shares; 2026Q2: 58,958 shares 58,958 $57.7M 0.07% +4,924 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: 336,027 shares; 2024Q4: 341,000 shares; 2025Q1: 387,141 shares; 2025Q2: 356,450 shares; 2025Q3: 430,889 shares; 2025Q4: 747,731 shares; 2026Q1: 775,409 shares; 2026Q2: 814,688 shares 814,688 $57.5M 0.07% +39,279 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: 247,677 shares; 2024Q4: 235,340 shares; 2025Q1: 230,309 shares; 2025Q2: 237,331 shares; 2025Q3: 252,506 shares; 2025Q4: 275,699 shares; 2026Q1: 258,915 shares; 2026Q2: 278,616 shares 278,616 $57.1M 0.07% +19,701 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: 203,318 shares; 2024Q4: 181,425 shares; 2025Q1: 178,771 shares; 2025Q2: 177,451 shares; 2025Q3: 175,300 shares; 2025Q4: 180,588 shares; 2026Q1: 179,563 shares; 2026Q2: 181,220 shares 181,220 $57M 0.07% +1,657 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: 443,795 shares; 2024Q4: 418,758 shares; 2025Q1: 423,935 shares; 2025Q2: 429,440 shares; 2025Q3: 407,996 shares; 2025Q4: 521,361 shares; 2026Q1: 532,115 shares; 2026Q2: 525,032 shares 525,032 $56.4M 0.07% -7,083 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,950 shares; 2024Q4: 8,489 shares; 2025Q1: 8,327 shares; 2025Q2: 8,396 shares; 2025Q3: 9,715 shares; 2025Q4: 15,452 shares; 2026Q1: 260,748 shares; 2026Q2: 343,974 shares 343,974 $56.3M 0.07% +83,226 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: 108,520 shares; 2024Q4: 93,230 shares; 2025Q1: 94,146 shares; 2025Q2: 94,708 shares; 2025Q3: 91,100 shares; 2025Q4: 234,668 shares; 2026Q1: 130,638 shares; 2026Q2: 203,538 shares 203,538 $56.1M 0.07% +72,900 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: 83,174 shares; 2024Q4: 185,488 shares; 2025Q1: 179,113 shares; 2025Q2: 198,239 shares; 2025Q3: 157,345 shares; 2025Q4: 150,573 shares; 2026Q1: 1,042,366 shares; 2026Q2: 732,006 shares 732,006 $56M 0.07% -310,360 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,839 shares; 2024Q4: 217,237 shares; 2025Q1: 599,782 shares; 2025Q2: 651,402 shares; 2025Q3: 629,833 shares; 2025Q4: 603,554 shares; 2026Q1: 560,825 shares; 2026Q2: 606,320 shares 606,320 $55.6M 0.07% +45,495 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: 226,114 shares; 2024Q4: 227,414 shares; 2025Q1: 228,584 shares; 2025Q2: 234,918 shares; 2025Q3: 236,328 shares; 2025Q4: 245,423 shares; 2026Q1: 247,551 shares; 2026Q2: 243,378 shares 243,378 $55.2M 0.07% -4,173 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: 184,177 shares; 2024Q4: 184,281 shares; 2025Q1: not reported; 2025Q2: 237,656 shares; 2025Q3: 237,320 shares; 2025Q4: 250,259 shares; 2026Q1: 232,064 shares; 2026Q2: 246,431 shares 246,431 $55.2M 0.07% +14,367 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: 278,021 shares; 2024Q4: 299,570 shares; 2025Q1: 329,593 shares; 2025Q2: 340,414 shares; 2025Q3: 355,871 shares; 2025Q4: 361,974 shares; 2026Q1: 440,326 shares; 2026Q2: 433,711 shares 433,711 $54.9M 0.07% -6,615 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: 44,729 shares; 2024Q4: 48,622 shares; 2025Q1: 68,670 shares; 2025Q2: 88,559 shares; 2025Q3: 108,969 shares; 2025Q4: 130,760 shares; 2026Q1: 167,482 shares; 2026Q2: 163,653 shares 163,653 $54.8M 0.07% -3,829 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: 61,176 shares; 2024Q4: 61,240 shares; 2025Q1: 56,588 shares; 2025Q2: 51,683 shares; 2025Q3: 21,930 shares; 2025Q4: 25,026 shares; 2026Q1: 124,611 shares; 2026Q2: 127,832 shares 127,832 $54.5M 0.07% +3,221 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: 348,311 shares; 2024Q4: 378,751 shares; 2025Q1: 352,053 shares; 2025Q2: 343,779 shares; 2025Q3: 334,178 shares; 2025Q4: 757,688 shares; 2026Q1: 1,008,305 shares; 2026Q2: 1,024,331 shares 1,024,331 $54.4M 0.07% +16,026 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: 221,946 shares; 2024Q4: 231,585 shares; 2025Q1: 302,071 shares; 2025Q2: 349,051 shares; 2025Q3: 345,916 shares; 2025Q4: 1,035,999 shares; 2026Q1: 1,020,232 shares; 2026Q2: 1,006,584 shares 1,006,584 $54M 0.07% -13,648 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: 278,281 shares; 2024Q4: 280,440 shares; 2025Q1: 291,617 shares; 2025Q2: 298,748 shares; 2025Q3: 281,844 shares; 2025Q4: 275,933 shares; 2026Q1: 273,823 shares; 2026Q2: 300,536 shares 300,536 $53.7M 0.07% +26,713 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711,882 shares; 2024Q4: 637,509 shares; 2025Q1: 1,290,879 shares; 2025Q2: 1,301,504 shares; 2025Q3: 1,226,179 shares; 2025Q4: 1,265,524 shares; 2026Q1: 1,263,755 shares; 2026Q2: 1,250,901 shares 1,250,901 $53.4M 0.06% -12,854 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: 210,662 shares; 2024Q4: 208,572 shares; 2025Q1: 220,063 shares; 2025Q2: 225,648 shares; 2025Q3: 233,039 shares; 2025Q4: 259,865 shares; 2026Q1: 255,402 shares; 2026Q2: 240,799 shares 240,799 $53.1M 0.06% -14,603 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,291 shares; 2024Q4: 837,301 shares; 2025Q1: 1,068,719 shares; 2025Q2: 892,808 shares; 2025Q3: 923,575 shares; 2025Q4: 2,680,839 shares; 2026Q1: 1,136,263 shares; 2026Q2: 2,377,477 shares 2,377,477 $52.9M 0.06% +1,241,214 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: 335,189 shares; 2024Q4: 401,151 shares; 2025Q1: 415,891 shares; 2025Q2: 411,285 shares; 2025Q3: 426,875 shares; 2025Q4: 477,090 shares; 2026Q1: 518,240 shares; 2026Q2: 492,533 shares 492,533 $52.4M 0.06% -25,707 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: 315,488 shares; 2024Q4: 310,489 shares; 2025Q1: 337,373 shares; 2025Q2: 338,755 shares; 2025Q3: 332,682 shares; 2025Q4: 294,770 shares; 2026Q1: 329,910 shares; 2026Q2: 334,595 shares 334,595 $52.4M 0.06% +4,685 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,505 shares; 2024Q4: 342,999 shares; 2025Q1: 398,381 shares; 2025Q2: 1,038,059 shares; 2025Q3: 1,571,557 shares; 2025Q4: 1,154,677 shares; 2026Q1: 1,746,165 shares; 2026Q2: 1,566,627 shares 1,566,627 $52.2M 0.06% -179,538 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,569 shares; 2024Q4: 87,890 shares; 2025Q1: 108,387 shares; 2025Q2: 115,875 shares; 2025Q3: 131,693 shares; 2025Q4: 283,592 shares; 2026Q1: 411,855 shares; 2026Q2: 464,903 shares 464,903 $52M 0.06% +53,048 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,443 shares; 2024Q4: 1,038,626 shares; 2025Q1: 1,204,471 shares; 2025Q2: 1,411,828 shares; 2025Q3: 2,033,329 shares; 2025Q4: 5,405,573 shares; 2026Q1: 3,150,747 shares; 2026Q2: 3,082,638 shares 3,082,638 $51.8M 0.06% -68,109 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,206 shares; 2024Q4: 187,376 shares; 2025Q1: 203,324 shares; 2025Q2: 206,749 shares; 2025Q3: 192,558 shares; 2025Q4: 213,865 shares; 2026Q1: 233,200 shares; 2026Q2: 234,718 shares 234,718 $51.3M 0.06% +1,518 Timeline VPL 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: 133,149 shares; 2024Q4: 122,154 shares; 2025Q1: 466,935 shares; 2025Q2: 466,346 shares; 2025Q3: 448,658 shares; 2025Q4: 467,255 shares; 2026Q1: 445,929 shares; 2026Q2: 442,813 shares 442,813 $51.2M 0.06% -3,116 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,101 shares; 2024Q4: 290,943 shares; 2025Q1: 331,745 shares; 2025Q2: 380,511 shares; 2025Q3: 401,646 shares; 2025Q4: 398,787 shares; 2026Q1: 352,289 shares; 2026Q2: 408,453 shares 408,453 $50.8M 0.06% +56,164 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: 176,960 shares; 2024Q4: 193,920 shares; 2025Q1: 185,775 shares; 2025Q2: 180,637 shares; 2025Q3: 193,425 shares; 2025Q4: 197,590 shares; 2026Q1: 204,679 shares; 2026Q2: 197,580 shares 197,580 $50.5M 0.06% -7,099 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,752 shares; 2024Q4: 39,704 shares; 2025Q1: 90,736 shares; 2025Q2: 115,307 shares; 2025Q3: 99,329 shares; 2025Q4: 95,605 shares; 2026Q1: 114,420 shares; 2026Q2: 192,403 shares 192,403 $50.1M 0.06% +77,983 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: 44,224 shares; 2024Q4: 44,913 shares; 2025Q1: 56,606 shares; 2025Q2: 57,774 shares; 2025Q3: 56,955 shares; 2025Q4: 64,166 shares; 2026Q1: 67,737 shares; 2026Q2: 66,102 shares 66,102 $49.9M 0.06% -1,635 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,006 shares; 2024Q4: 61,951 shares; 2025Q1: 61,625 shares; 2025Q2: 56,119 shares; 2025Q3: 57,206 shares; 2025Q4: 62,833 shares; 2026Q1: 67,570 shares; 2026Q2: 61,404 shares 61,404 $48.8M 0.06% -6,166 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382,195 shares; 2025Q3: 387,486 shares; 2025Q4: 383,757 shares; 2026Q1: 385,638 shares; 2026Q2: 381,264 shares 381,264 $48.7M 0.06% -4,374 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,295 shares; 2024Q4: 338,397 shares; 2025Q1: 497,222 shares; 2025Q2: 487,070 shares; 2025Q3: 569,931 shares; 2025Q4: 579,240 shares; 2026Q1: 630,081 shares; 2026Q2: 628,148 shares 628,148 $48.4M 0.06% -1,933 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: 11,066 shares; 2024Q4: 11,366 shares; 2025Q1: 12,326 shares; 2025Q2: 12,241 shares; 2025Q3: 13,278 shares; 2025Q4: 14,588 shares; 2026Q1: 14,173 shares; 2026Q2: 271,238 shares 271,238 $48.3M 0.06% +257,065 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: 21,137 shares; 2024Q4: 74,123 shares; 2025Q1: 75,764 shares; 2025Q2: 93,714 shares; 2025Q3: 78,477 shares; 2025Q4: 74,527 shares; 2026Q1: 376,901 shares; 2026Q2: 386,872 shares 386,872 $48.1M 0.06% +9,971 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,587 shares; 2024Q4: 118,726 shares; 2025Q1: 195,420 shares; 2025Q2: 95,640 shares; 2025Q3: 403,479 shares; 2025Q4: 955,876 shares; 2026Q1: 946,919 shares; 2026Q2: 748,023 shares 748,023 $48M 0.06% -198,896 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: 375,895 shares; 2024Q4: 1,175,220 shares; 2025Q1: 1,108,983 shares; 2025Q2: 1,143,261 shares; 2025Q3: 1,122,640 shares; 2025Q4: 1,120,531 shares; 2026Q1: 1,301,632 shares; 2026Q2: 1,654,810 shares 1,654,810 $47.9M 0.06% +353,178 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,271,393 shares; 2026Q2: 1,289,022 shares 1,289,022 $47.2M 0.06% +17,629 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: 305,535 shares; 2024Q4: 298,402 shares; 2025Q1: 285,464 shares; 2025Q2: 264,460 shares; 2025Q3: 250,332 shares; 2025Q4: 882,955 shares; 2026Q1: 950,858 shares; 2026Q2: 897,036 shares 897,036 $47M 0.06% -53,822 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: 359,846 shares; 2024Q4: 355,338 shares; 2025Q1: 356,794 shares; 2025Q2: 353,702 shares; 2025Q3: 357,225 shares; 2025Q4: 364,763 shares; 2026Q1: 422,426 shares; 2026Q2: 476,046 shares 476,046 $46.8M 0.06% +53,620 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: 126,719 shares; 2024Q4: 138,055 shares; 2025Q1: 143,129 shares; 2025Q2: 142,554 shares; 2025Q3: 125,636 shares; 2025Q4: 245,002 shares; 2026Q1: 256,232 shares; 2026Q2: 251,043 shares 251,043 $46.5M 0.06% -5,189 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: 60,345 shares; 2024Q4: 62,520 shares; 2025Q1: 62,859 shares; 2025Q2: 75,404 shares; 2025Q3: 95,083 shares; 2025Q4: 120,781 shares; 2026Q1: 145,961 shares; 2026Q2: 147,103 shares 147,103 $46.1M 0.06% +1,142 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,722 shares; 2024Q4: 200,915 shares; 2025Q1: 214,197 shares; 2025Q2: 240,663 shares; 2025Q3: 240,292 shares; 2025Q4: 288,719 shares; 2026Q1: 417,968 shares; 2026Q2: 388,650 shares 388,650 $46M 0.06% -29,318 Timeline SCHZ 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: 178,681 shares; 2024Q4: 607,649 shares; 2025Q1: 592,758 shares; 2025Q2: 583,187 shares; 2025Q3: 628,623 shares; 2025Q4: 621,726 shares; 2026Q1: 1,790,371 shares; 2026Q2: 2,345,726 shares 2,345,726 $45.8M 0.06% +555,355 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: 69,643 shares; 2024Q4: 80,836 shares; 2025Q1: 81,433 shares; 2025Q2: 91,471 shares; 2025Q3: 90,610 shares; 2025Q4: 87,348 shares; 2026Q1: 93,128 shares; 2026Q2: 86,213 shares 86,213 $45M 0.05% -6,915 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: 617,980 shares; 2024Q4: 518,731 shares; 2025Q1: 648,266 shares; 2025Q2: 432,095 shares; 2025Q3: 536,496 shares; 2025Q4: 446,887 shares; 2026Q1: 440,706 shares; 2026Q2: 435,153 shares 435,153 $45M 0.05% -5,553 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792,858 shares; 2024Q4: 818,073 shares; 2025Q1: 950,324 shares; 2025Q2: 958,780 shares; 2025Q3: 935,545 shares; 2025Q4: 899,935 shares; 2026Q1: 805,744 shares; 2026Q2: 771,498 shares 771,498 $44.6M 0.05% -34,246 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,801 shares; 2025Q2: 9,211 shares; 2025Q3: not reported; 2025Q4: 5,289 shares; 2026Q1: 923,926 shares; 2026Q2: 973,365 shares 973,365 $44.6M 0.05% +49,439 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,226 shares; 2024Q4: 321,242 shares; 2025Q1: 315,757 shares; 2025Q2: 365,795 shares; 2025Q3: 374,613 shares; 2025Q4: 425,654 shares; 2026Q1: 543,849 shares; 2026Q2: 474,578 shares 474,578 $44.4M 0.05% -69,271 Timeline DFIS 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: 427,338 shares; 2024Q4: 455,782 shares; 2025Q1: 488,856 shares; 2025Q2: 526,925 shares; 2025Q3: 602,113 shares; 2025Q4: 638,091 shares; 2026Q1: 688,365 shares; 2026Q2: 1,268,108 shares 1,268,108 $44.4M 0.05% +579,743 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: 87,093 shares; 2024Q4: 71,384 shares; 2025Q1: 85,583 shares; 2025Q2: 82,325 shares; 2025Q3: 82,164 shares; 2025Q4: 82,900 shares; 2026Q1: 81,434 shares; 2026Q2: 90,239 shares 90,239 $44.3M 0.05% +8,805 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,329 shares; 2024Q4: 337,878 shares; 2025Q1: 406,580 shares; 2025Q2: 343,397 shares; 2025Q3: 340,697 shares; 2025Q4: 438,282 shares; 2026Q1: 451,517 shares; 2026Q2: 424,765 shares 424,765 $44.2M 0.05% -26,752 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: 14,486 shares; 2024Q4: 14,077 shares; 2025Q1: 20,900 shares; 2025Q2: 34,608 shares; 2025Q3: 90,589 shares; 2025Q4: 131,549 shares; 2026Q1: 149,882 shares; 2026Q2: 152,338 shares 152,338 $44.1M 0.05% +2,456 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,153 shares; 2024Q4: 169,283 shares; 2025Q1: 177,296 shares; 2025Q2: 176,595 shares; 2025Q3: 89,370 shares; 2025Q4: 57,167 shares; 2026Q1: 541,480 shares; 2026Q2: 953,130 shares 953,130 $44M 0.05% +411,650 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: 1,984,016 shares; 2024Q4: 1,898,337 shares; 2025Q1: 1,871,667 shares; 2025Q2: 1,836,333 shares; 2025Q3: 1,738,649 shares; 2025Q4: 3,187,455 shares; 2026Q1: 1,698,192 shares; 2026Q2: 1,816,537 shares 1,816,537 $43.7M 0.05% +118,345 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: 122,105 shares; 2024Q4: 75,456 shares; 2025Q1: 62,230 shares; 2025Q2: 66,167 shares; 2025Q3: 64,335 shares; 2025Q4: 304,466 shares; 2026Q1: 270,453 shares; 2026Q2: 275,041 shares 275,041 $43.6M 0.05% +4,588 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: 150,721 shares; 2024Q4: 148,988 shares; 2025Q1: 234,450 shares; 2025Q2: 270,185 shares; 2025Q3: 279,951 shares; 2025Q4: 265,663 shares; 2026Q1: 262,248 shares; 2026Q2: 276,375 shares 276,375 $43.4M 0.05% +14,127 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624,222 shares; 2026Q1: 672,838 shares; 2026Q2: 729,813 shares 729,813 $43.3M 0.05% +56,975 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,045 shares; 2024Q4: 109,229 shares; 2025Q1: 380,742 shares; 2025Q2: 331,714 shares; 2025Q3: 339,738 shares; 2025Q4: 371,419 shares; 2026Q1: 341,775 shares; 2026Q2: 362,316 shares 362,316 $42.8M 0.05% +20,541 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: 176,584 shares; 2024Q4: 150,931 shares; 2025Q1: 138,537 shares; 2025Q2: 196,949 shares; 2025Q3: 213,626 shares; 2025Q4: 300,587 shares; 2026Q1: 333,589 shares; 2026Q2: 327,857 shares 327,857 $42.8M 0.05% -5,732 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: 73,777 shares; 2024Q4: 75,462 shares; 2025Q1: 88,427 shares; 2025Q2: 102,911 shares; 2025Q3: 110,568 shares; 2025Q4: 114,708 shares; 2026Q1: 124,627 shares; 2026Q2: 128,901 shares 128,901 $42.6M 0.05% +4,274 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,005 shares; 2024Q4: 140,891 shares; 2025Q1: not reported; 2025Q2: 191,066 shares; 2025Q3: 207,045 shares; 2025Q4: 208,473 shares; 2026Q1: 219,668 shares; 2026Q2: 160,046 shares 160,046 $41.8M 0.05% -59,622 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: 83,214 shares; 2024Q4: 82,206 shares; 2025Q1: 136,052 shares; 2025Q2: 118,996 shares; 2025Q3: 144,173 shares; 2025Q4: 164,276 shares; 2026Q1: 170,097 shares; 2026Q2: 195,812 shares 195,812 $41.7M 0.05% +25,715 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: 269,276 shares; 2024Q4: 716,327 shares; 2025Q1: 715,514 shares; 2025Q2: 995,771 shares; 2025Q3: 956,278 shares; 2025Q4: 944,145 shares; 2026Q1: 1,103,286 shares; 2026Q2: 1,744,278 shares 1,744,278 $41M 0.05% +640,992 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,614 shares; 2024Q4: 359,539 shares; 2025Q1: 407,698 shares; 2025Q2: 440,614 shares; 2025Q3: 499,083 shares; 2025Q4: 560,332 shares; 2026Q1: 938,550 shares; 2026Q2: 800,318 shares 800,318 $40.5M 0.05% -138,232 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: 305,508 shares; 2024Q4: 284,118 shares; 2025Q1: 262,672 shares; 2025Q2: 289,171 shares; 2025Q3: 278,000 shares; 2025Q4: 244,423 shares; 2026Q1: 269,704 shares; 2026Q2: 197,288 shares 197,288 $40.5M 0.05% -72,416 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: 57,691 shares; 2024Q4: 59,460 shares; 2025Q1: 54,192 shares; 2025Q2: 49,879 shares; 2025Q3: 50,885 shares; 2025Q4: 62,527 shares; 2026Q1: 123,676 shares; 2026Q2: 137,808 shares 137,808 $40M 0.05% +14,132 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: 610,010 shares; 2024Q4: 642,728 shares; 2025Q1: 629,300 shares; 2025Q2: 631,227 shares; 2025Q3: 627,149 shares; 2025Q4: 653,329 shares; 2026Q1: 574,596 shares; 2026Q2: 244,818 shares 244,818 $39.6M 0.05% -329,778 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,680 shares; 2024Q4: 198,520 shares; 2025Q1: 202,671 shares; 2025Q2: 197,061 shares; 2025Q3: 230,795 shares; 2025Q4: 264,441 shares; 2026Q1: 275,406 shares; 2026Q2: 288,652 shares 288,652 $39.1M 0.05% +13,246 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,435 shares; 2024Q4: 230,848 shares; 2025Q1: 231,114 shares; 2025Q2: 222,738 shares; 2025Q3: 228,971 shares; 2025Q4: 229,945 shares; 2026Q1: 266,001 shares; 2026Q2: 263,246 shares 263,246 $38.9M 0.05% -2,755 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,326 shares; 2024Q4: 115,591 shares; 2025Q1: 68,062 shares; 2025Q2: 66,121 shares; 2025Q3: 142,275 shares; 2025Q4: 145,231 shares; 2026Q1: 215,236 shares; 2026Q2: 537,372 shares 537,372 $38.8M 0.05% +322,136 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908,936 shares; 2024Q4: 616,435 shares; 2025Q1: 316,974 shares; 2025Q2: 397,959 shares; 2025Q3: 537,128 shares; 2025Q4: 584,026 shares; 2026Q1: 552,368 shares; 2026Q2: 583,229 shares 583,229 $38.7M 0.05% +30,861 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: 69,525 shares; 2024Q4: 59,470 shares; 2025Q1: 61,304 shares; 2025Q2: 74,014 shares; 2025Q3: 102,605 shares; 2025Q4: 116,219 shares; 2026Q1: 126,716 shares; 2026Q2: 108,884 shares 108,884 $38.6M 0.05% -17,832 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: 48,277 shares; 2024Q4: 63,645 shares; 2025Q1: 61,744 shares; 2025Q2: 70,624 shares; 2025Q3: 81,624 shares; 2025Q4: 85,963 shares; 2026Q1: 89,265 shares; 2026Q2: 154,755 shares 154,755 $38.4M 0.05% +65,490 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,394 shares; 2024Q4: 26,517 shares; 2025Q1: 18,148 shares; 2025Q2: 1,654,320 shares; 2025Q3: 2,888,291 shares; 2025Q4: 2,470,418 shares; 2026Q1: 1,928,715 shares; 2026Q2: 1,550,382 shares 1,550,382 $38.2M 0.05% -378,333 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: 625,723 shares; 2026Q1: 646,629 shares; 2026Q2: 633,874 shares 633,874 $38.1M 0.05% -12,755 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: 65,830 shares; 2024Q4: 68,582 shares; 2025Q1: 139,341 shares; 2025Q2: 75,062 shares; 2025Q3: 116,022 shares; 2025Q4: 356,866 shares; 2026Q1: 204,113 shares; 2026Q2: 224,298 shares 224,298 $37.9M 0.05% +20,185 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475,301 shares; 2024Q4: 480,724 shares; 2025Q1: 534,087 shares; 2025Q2: 534,256 shares; 2025Q3: 517,655 shares; 2025Q4: 469,143 shares; 2026Q1: 352,884 shares; 2026Q2: 342,210 shares 342,210 $37.8M 0.05% -10,674 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: 778,474 shares; 2024Q4: 764,512 shares; 2025Q1: 777,309 shares; 2025Q2: 783,883 shares; 2025Q3: 970,633 shares; 2025Q4: 1,056,258 shares; 2026Q1: 1,174,201 shares; 2026Q2: 1,179,452 shares 1,179,452 $37.7M 0.05% +5,251 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: 422,112 shares; 2024Q4: 413,262 shares; 2025Q1: 385,671 shares; 2025Q2: 539,238 shares; 2025Q3: 575,041 shares; 2025Q4: 612,958 shares; 2026Q1: 482,066 shares; 2026Q2: 523,165 shares 523,165 $37.6M 0.05% +41,099 Timeline SCHO 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: 6,193 shares; 2024Q4: 59,602 shares; 2025Q1: 61,720 shares; 2025Q2: 3,267,650 shares; 2025Q3: 2,767,502 shares; 2025Q4: 2,110,710 shares; 2026Q1: 1,692,832 shares; 2026Q2: 1,555,667 shares 1,555,667 $37.6M 0.05% -137,165 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 890,399 shares; 2026Q2: 708,465 shares 708,465 $37.4M 0.05% -181,934 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: 89,087 shares; 2024Q4: 69,077 shares; 2025Q1: 69,629 shares; 2025Q2: 67,995 shares; 2025Q3: 63,883 shares; 2025Q4: 75,408 shares; 2026Q1: 96,099 shares; 2026Q2: 81,171 shares 81,171 $37.2M 0.05% -14,928 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: 83,803 shares; 2024Q4: 79,394 shares; 2025Q1: 78,116 shares; 2025Q2: 84,366 shares; 2025Q3: 88,877 shares; 2025Q4: 120,741 shares; 2026Q1: 109,900 shares; 2026Q2: 107,819 shares 107,819 $37.1M 0.05% -2,081 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,966 shares; 2024Q4: 62,253 shares; 2025Q1: 101,293 shares; 2025Q2: 115,549 shares; 2025Q3: 130,803 shares; 2025Q4: 113,497 shares; 2026Q1: 128,170 shares; 2026Q2: 145,341 shares 145,341 $37M 0.04% +17,171 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: 259,357 shares; 2024Q4: 244,477 shares; 2025Q1: 252,045 shares; 2025Q2: 266,446 shares; 2025Q3: 265,280 shares; 2025Q4: 279,857 shares; 2026Q1: 292,637 shares; 2026Q2: 300,343 shares 300,343 $37M 0.04% +7,706 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: 217,972 shares; 2024Q4: 242,145 shares; 2025Q1: 227,146 shares; 2025Q2: 222,338 shares; 2025Q3: 253,244 shares; 2025Q4: 283,016 shares; 2026Q1: 299,606 shares; 2026Q2: 313,669 shares 313,669 $36.8M 0.04% +14,063 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: 42,476 shares; 2024Q4: 38,471 shares; 2025Q1: 47,636 shares; 2025Q2: 70,485 shares; 2025Q3: 100,867 shares; 2025Q4: 96,642 shares; 2026Q1: 78,793 shares; 2026Q2: 84,820 shares 84,820 $36.6M 0.04% +6,027 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: 1,564,886 shares; 2024Q4: 1,615,824 shares; 2025Q1: 1,669,519 shares; 2025Q2: 1,574,988 shares; 2025Q3: 1,609,583 shares; 2025Q4: 1,668,862 shares; 2026Q1: 1,813,003 shares; 2026Q2: 1,751,800 shares 1,751,800 $36.3M 0.04% -61,203 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,973 shares; 2024Q4: 115,036 shares; 2025Q1: 194,969 shares; 2025Q2: 244,159 shares; 2025Q3: 300,016 shares; 2025Q4: 619,303 shares; 2026Q1: 609,261 shares; 2026Q2: 666,682 shares 666,682 $36.3M 0.04% +57,421 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,239 shares; 2024Q4: 75,407 shares; 2025Q1: 89,726 shares; 2025Q2: 95,659 shares; 2025Q3: 93,828 shares; 2025Q4: 91,352 shares; 2026Q1: 95,875 shares; 2026Q2: 93,991 shares 93,991 $36.2M 0.04% -1,884 Timeline MOAT 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: 344,107 shares; 2024Q4: 344,539 shares; 2025Q1: 339,624 shares; 2025Q2: 335,445 shares; 2025Q3: 336,774 shares; 2025Q4: 340,760 shares; 2026Q1: 351,201 shares; 2026Q2: 345,579 shares 345,579 $35.9M 0.04% -5,622 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: 108,990 shares; 2024Q4: 111,115 shares; 2025Q1: 173,450 shares; 2025Q2: 183,144 shares; 2025Q3: 192,924 shares; 2025Q4: 192,633 shares; 2026Q1: 184,369 shares; 2026Q2: 184,434 shares 184,434 $35.9M 0.04% +65 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,448 shares; 2024Q4: 11,600 shares; 2025Q1: 16,464 shares; 2025Q2: 19,045 shares; 2025Q3: 16,645 shares; 2025Q4: 18,536 shares; 2026Q1: 24,653 shares; 2026Q2: 173,936 shares 173,936 $35.8M 0.04% +149,283 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: 384,392 shares; 2024Q4: 380,485 shares; 2025Q1: 380,597 shares; 2025Q2: 391,909 shares; 2025Q3: 397,528 shares; 2025Q4: 415,190 shares; 2026Q1: 431,707 shares; 2026Q2: 461,152 shares 461,152 $35.8M 0.04% +29,445 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: 6,405 shares; 2024Q4: 6,342 shares; 2025Q1: 21,699 shares; 2025Q2: 30,452 shares; 2025Q3: 29,441 shares; 2025Q4: 23,871 shares; 2026Q1: 24,732 shares; 2026Q2: 26,268 shares 26,268 $35.7M 0.04% +1,536 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608,245 shares; 2024Q4: 535,862 shares; 2025Q1: 503,355 shares; 2025Q2: 564,000 shares; 2025Q3: 559,328 shares; 2025Q4: 1,142,935 shares; 2026Q1: 542,609 shares; 2026Q2: 535,392 shares 535,392 $35.7M 0.04% -7,217 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,967 shares; 2025Q3: 6,967 shares; 2025Q4: 545,924 shares; 2026Q1: 575,284 shares; 2026Q2: 633,359 shares 633,359 $35.2M 0.04% +58,075 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: 24,070 shares; 2024Q4: 24,798 shares; 2025Q1: 24,130 shares; 2025Q2: 66,761 shares; 2025Q3: 61,689 shares; 2025Q4: 106,983 shares; 2026Q1: 741,529 shares; 2026Q2: 741,703 shares 741,703 $35M 0.04% +174 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: 110,660 shares; 2024Q4: 139,875 shares; 2025Q1: 103,830 shares; 2025Q2: 96,221 shares; 2025Q3: 104,859 shares; 2025Q4: 121,051 shares; 2026Q1: 125,255 shares; 2026Q2: 134,168 shares 134,168 $34.9M 0.04% +8,913 Timeline ISWN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553,641 shares; 2024Q4: 1,536,635 shares; 2025Q1: 1,518,779 shares; 2025Q2: 1,486,945 shares; 2025Q3: 1,484,063 shares; 2025Q4: 1,491,511 shares; 2026Q1: 1,518,840 shares; 2026Q2: 1,553,698 shares 1,553,698 $34.6M 0.04% +34,858 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: 62,895 shares; 2024Q4: 89,362 shares; 2025Q1: 74,887 shares; 2025Q2: 86,487 shares; 2025Q3: 35,360 shares; 2025Q4: 108,587 shares; 2026Q1: 568,897 shares; 2026Q2: 377,051 shares 377,051 $34.6M 0.04% -191,846 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,998 shares; 2024Q4: 71,328 shares; 2025Q1: 195,850 shares; 2025Q2: 220,351 shares; 2025Q3: 214,382 shares; 2025Q4: 216,462 shares; 2026Q1: 231,787 shares; 2026Q2: 222,547 shares 222,547 $33.7M 0.04% -9,240 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,540 shares; 2024Q4: 28,895 shares; 2025Q1: 36,529 shares; 2025Q2: 37,384 shares; 2025Q3: 36,749 shares; 2025Q4: 32,901 shares; 2026Q1: 105,887 shares; 2026Q2: 218,079 shares 218,079 $33.2M 0.04% +112,192 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,375 shares; 2024Q4: 45,778 shares; 2025Q1: 29,307 shares; 2025Q2: 27,397 shares; 2025Q3: 25,274 shares; 2025Q4: 406,332 shares; 2026Q1: 410,501 shares; 2026Q2: 434,332 shares 434,332 $33M 0.04% +23,831 Timeline VSS 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: 172,178 shares; 2024Q4: 167,544 shares; 2025Q1: 173,069 shares; 2025Q2: 166,802 shares; 2025Q3: 167,858 shares; 2025Q4: 196,673 shares; 2026Q1: 206,124 shares; 2026Q2: 213,717 shares 213,717 $33M 0.04% +7,593 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: 1,156,427 shares; 2024Q4: 1,035,913 shares; 2025Q1: 1,121,927 shares; 2025Q2: 1,155,624 shares; 2025Q3: 978,870 shares; 2025Q4: 1,148,770 shares; 2026Q1: 1,486,566 shares; 2026Q2: 1,334,345 shares 1,334,345 $32.8M 0.04% -152,221 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841,663 shares; 2024Q4: 868,964 shares; 2025Q1: 873,881 shares; 2025Q2: 838,237 shares; 2025Q3: 834,882 shares; 2025Q4: 844,223 shares; 2026Q1: 887,746 shares; 2026Q2: 901,137 shares 901,137 $32.7M 0.04% +13,391 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: 176,102 shares; 2024Q4: 172,139 shares; 2025Q1: 178,638 shares; 2025Q2: 202,639 shares; 2025Q3: 229,556 shares; 2025Q4: 344,248 shares; 2026Q1: 428,909 shares; 2026Q2: 517,711 shares 517,711 $32.6M 0.04% +88,802 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: 253,872 shares; 2024Q4: 171,841 shares; 2025Q1: 254,020 shares; 2025Q2: 245,790 shares; 2025Q3: 250,653 shares; 2025Q4: 270,326 shares; 2026Q1: 270,352 shares; 2026Q2: 257,292 shares 257,292 $32.5M 0.04% -13,060 Timeline VTHR 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: 134,267 shares; 2024Q4: 133,865 shares; 2025Q1: 134,002 shares; 2025Q2: 140,611 shares; 2025Q3: 93,821 shares; 2025Q4: 93,089 shares; 2026Q1: 100,849 shares; 2026Q2: 97,663 shares 97,663 $32.4M 0.04% -3,186 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,587 shares; 2024Q4: 87,242 shares; 2025Q1: 106,226 shares; 2025Q2: 121,791 shares; 2025Q3: 150,628 shares; 2025Q4: 158,660 shares; 2026Q1: 130,796 shares; 2026Q2: 119,669 shares 119,669 $32.3M 0.04% -11,127 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: 794,410 shares; 2024Q4: 735,355 shares; 2025Q1: 474,694 shares; 2025Q2: 995,618 shares; 2025Q3: 995,572 shares; 2025Q4: 980,613 shares; 2026Q1: 1,566,106 shares; 2026Q2: 1,415,306 shares 1,415,306 $32.2M 0.04% -150,800 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: 66,085 shares; 2024Q4: 65,385 shares; 2025Q1: 64,911 shares; 2025Q2: 64,430 shares; 2025Q3: 63,778 shares; 2025Q4: 67,791 shares; 2026Q1: 72,245 shares; 2026Q2: 81,647 shares 81,647 $32.2M 0.04% +9,402 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,617 shares; 2024Q4: 281,983 shares; 2025Q1: 253,182 shares; 2025Q2: 442,909 shares; 2025Q3: 265,478 shares; 2025Q4: 280,563 shares; 2026Q1: 400,954 shares; 2026Q2: 566,755 shares 566,755 $31.9M 0.04% +165,801 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,286 shares; 2024Q4: 119,980 shares; 2025Q1: 373,524 shares; 2025Q2: 377,104 shares; 2025Q3: 401,241 shares; 2025Q4: 474,094 shares; 2026Q1: 466,974 shares; 2026Q2: 476,043 shares 476,043 $31.9M 0.04% +9,069 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211,256 shares; 2024Q4: 1,210,839 shares; 2025Q1: 978,886 shares; 2025Q2: 967,486 shares; 2025Q3: 787,512 shares; 2025Q4: 787,502 shares; 2026Q1: 1,062,310 shares; 2026Q2: 1,062,069 shares 1,062,069 $31.9M 0.04% -241 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: 117,790 shares; 2024Q4: 117,479 shares; 2025Q1: 123,358 shares; 2025Q2: 125,709 shares; 2025Q3: 127,963 shares; 2025Q4: 255,339 shares; 2026Q1: 155,186 shares; 2026Q2: 188,837 shares 188,837 $31.7M 0.04% +33,651 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: 9,728 shares; 2024Q4: 11,800 shares; 2025Q1: 13,979 shares; 2025Q2: 16,026 shares; 2025Q3: 19,108 shares; 2025Q4: 18,847 shares; 2026Q1: 26,918 shares; 2026Q2: 30,383 shares 30,383 $31.7M 0.04% +3,465 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,494 shares; 2025Q4: 7,453 shares; 2026Q1: 252,190 shares; 2026Q2: 193,442 shares 193,442 $31.2M 0.04% -58,748 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,238 shares; 2024Q4: 232,507 shares; 2025Q1: 219,420 shares; 2025Q2: 244,736 shares; 2025Q3: 249,551 shares; 2025Q4: 202,926 shares; 2026Q1: 207,706 shares; 2026Q2: 237,458 shares 237,458 $31.2M 0.04% +29,752 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: 123,972 shares; 2024Q4: 132,331 shares; 2025Q1: 156,787 shares; 2025Q2: 187,095 shares; 2025Q3: 198,773 shares; 2025Q4: 469,991 shares; 2026Q1: 547,521 shares; 2026Q2: 553,071 shares 553,071 $31.2M 0.04% +5,550 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: 196,860 shares; 2024Q4: 202,660 shares; 2025Q1: 194,611 shares; 2025Q2: 194,367 shares; 2025Q3: 195,884 shares; 2025Q4: 194,462 shares; 2026Q1: 196,117 shares; 2026Q2: 226,908 shares 226,908 $31M 0.04% +30,791 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: 39,116 shares; 2024Q4: 102,870 shares; 2025Q1: 106,416 shares; 2025Q2: 110,576 shares; 2025Q3: 110,008 shares; 2025Q4: 110,429 shares; 2026Q1: 390,393 shares; 2026Q2: 583,345 shares 583,345 $31M 0.04% +192,952 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: 587,673 shares; 2024Q4: 523,618 shares; 2025Q1: 538,472 shares; 2025Q2: 541,812 shares; 2025Q3: 536,204 shares; 2025Q4: 525,168 shares; 2026Q1: 642,610 shares; 2026Q2: 604,676 shares 604,676 $30.8M 0.04% -37,934 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: 140,527 shares; 2024Q4: 141,376 shares; 2025Q1: 169,140 shares; 2025Q2: 104,575 shares; 2025Q3: 99,576 shares; 2025Q4: 85,623 shares; 2026Q1: 101,487 shares; 2026Q2: 105,159 shares 105,159 $30.8M 0.04% +3,672 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882,350 shares; 2024Q4: 984,023 shares; 2025Q1: 884,516 shares; 2025Q2: 929,364 shares; 2025Q3: 1,045,612 shares; 2025Q4: 1,257,779 shares; 2026Q1: 1,428,598 shares; 2026Q2: 1,509,268 shares 1,509,268 $30.7M 0.04% +80,670 Timeline SLYV 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: 905,280 shares; 2024Q4: 918,764 shares; 2025Q1: 934,927 shares; 2025Q2: 305,697 shares; 2025Q3: 296,474 shares; 2025Q4: 289,674 shares; 2026Q1: 286,054 shares; 2026Q2: 280,730 shares 280,730 $30.6M 0.04% -5,324 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,686 shares; 2024Q4: 125,657 shares; 2025Q1: 260,963 shares; 2025Q2: 317,894 shares; 2025Q3: 305,782 shares; 2025Q4: 179,904 shares; 2026Q1: 213,048 shares; 2026Q2: 183,081 shares 183,081 $30.5M 0.04% -29,967 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: 174,343 shares; 2024Q4: 165,889 shares; 2025Q1: 187,646 shares; 2025Q2: 185,830 shares; 2025Q3: 193,827 shares; 2025Q4: 248,435 shares; 2026Q1: 312,949 shares; 2026Q2: 362,357 shares 362,357 $30.3M 0.04% +49,408 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,323 shares; 2024Q4: 76,885 shares; 2025Q1: 86,845 shares; 2025Q2: 123,164 shares; 2025Q3: 116,151 shares; 2025Q4: 128,858 shares; 2026Q1: 224,098 shares; 2026Q2: 272,991 shares 272,991 $30.2M 0.04% +48,893 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,104 shares; 2024Q4: 246,205 shares; 2025Q1: 251,582 shares; 2025Q2: 202,583 shares; 2025Q3: 210,307 shares; 2025Q4: 173,001 shares; 2026Q1: 674,802 shares; 2026Q2: 1,132,301 shares 1,132,301 $30.2M 0.04% +457,499 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,208 shares; 2024Q4: 292,235 shares; 2025Q1: 295,953 shares; 2025Q2: 311,367 shares; 2025Q3: 306,743 shares; 2025Q4: 289,826 shares; 2026Q1: 270,420 shares; 2026Q2: 551,470 shares 551,470 $30.1M 0.04% +281,050 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: 56,493 shares; 2024Q4: 66,600 shares; 2025Q1: 113,059 shares; 2025Q2: 144,216 shares; 2025Q3: 144,910 shares; 2025Q4: 147,752 shares; 2026Q1: 195,285 shares; 2026Q2: 205,129 shares 205,129 $30M 0.04% +9,844 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: 359,838 shares; 2024Q4: 358,574 shares; 2025Q1: 381,368 shares; 2025Q2: 380,625 shares; 2025Q3: 377,792 shares; 2025Q4: 380,164 shares; 2026Q1: 417,483 shares; 2026Q2: 437,620 shares 437,620 $29.9M 0.04% +20,137 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: 36,994 shares; 2024Q4: 32,148 shares; 2025Q1: 39,828 shares; 2025Q2: 37,603 shares; 2025Q3: 40,399 shares; 2025Q4: 47,193 shares; 2026Q1: 67,369 shares; 2026Q2: 90,060 shares 90,060 $29.9M 0.04% +22,691 Timeline ESGV 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: 214,106 shares; 2024Q4: 209,736 shares; 2025Q1: 232,083 shares; 2025Q2: 231,340 shares; 2025Q3: 220,415 shares; 2025Q4: 227,682 shares; 2026Q1: 227,103 shares; 2026Q2: 225,455 shares 225,455 $29.8M 0.04% -1,648 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: 142,699 shares; 2024Q4: 193,128 shares; 2025Q1: 168,032 shares; 2025Q2: 163,103 shares; 2025Q3: 137,544 shares; 2025Q4: 242,701 shares; 2026Q1: 294,943 shares; 2026Q2: 287,564 shares 287,564 $29.4M 0.04% -7,379 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: 47,993 shares; 2024Q4: 50,845 shares; 2025Q1: 40,817 shares; 2025Q2: 30,228 shares; 2025Q3: 45,401 shares; 2025Q4: 218,725 shares; 2026Q1: 225,079 shares; 2026Q2: 381,158 shares 381,158 $29.3M 0.04% +156,079 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: 165,740 shares; 2024Q4: 508,947 shares; 2025Q1: 431,133 shares; 2025Q2: 379,667 shares; 2025Q3: 343,845 shares; 2025Q4: 335,726 shares; 2026Q1: 316,695 shares; 2026Q2: 305,644 shares 305,644 $29.2M 0.04% -11,051 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: not reported; 2024Q4: 386,909 shares; 2025Q1: 425,896 shares; 2025Q2: 709,047 shares; 2025Q3: 750,127 shares; 2025Q4: 868,015 shares; 2026Q1: 637,695 shares; 2026Q2: 620,739 shares 620,739 $29.1M 0.04% -16,956 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,310 shares; 2024Q4: 31,443 shares; 2025Q1: 33,385 shares; 2025Q2: 31,076 shares; 2025Q3: 30,621 shares; 2025Q4: 41,062 shares; 2026Q1: 69,372 shares; 2026Q2: 86,484 shares 86,484 $28.8M 0.03% +17,112 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,696 shares; 2024Q4: 93,071 shares; 2025Q1: 96,772 shares; 2025Q2: 106,746 shares; 2025Q3: 114,473 shares; 2025Q4: 123,903 shares; 2026Q1: 115,980 shares; 2026Q2: 107,789 shares 107,789 $28.6M 0.03% -8,191 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: 233,472 shares; 2024Q4: 184,109 shares; 2025Q1: 189,125 shares; 2025Q2: 201,023 shares; 2025Q3: 195,645 shares; 2025Q4: 178,020 shares; 2026Q1: 184,275 shares; 2026Q2: 167,700 shares 167,700 $28.5M 0.03% -16,575 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: 12,641 shares; 2024Q4: 12,328 shares; 2025Q1: 12,825 shares; 2025Q2: 18,514 shares; 2025Q3: 23,003 shares; 2025Q4: 22,782 shares; 2026Q1: 32,878 shares; 2026Q2: 34,339 shares 34,339 $28.5M 0.03% +1,461 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: 85,255 shares; 2024Q4: 68,507 shares; 2025Q1: 68,463 shares; 2025Q2: 65,013 shares; 2025Q3: 56,525 shares; 2025Q4: 74,243 shares; 2026Q1: 68,721 shares; 2026Q2: 76,565 shares 76,565 $28.4M 0.03% +7,844 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: 40,082 shares; 2024Q4: 44,050 shares; 2025Q1: 43,067 shares; 2025Q2: 39,420 shares; 2025Q3: 39,862 shares; 2025Q4: 40,325 shares; 2026Q1: 54,097 shares; 2026Q2: 62,645 shares 62,645 $28.4M 0.03% +8,548 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,144 shares; 2024Q4: 79,782 shares; 2025Q1: 85,645 shares; 2025Q2: 97,573 shares; 2025Q3: 109,463 shares; 2025Q4: 115,275 shares; 2026Q1: 109,716 shares; 2026Q2: 104,096 shares 104,096 $28.3M 0.03% -5,620 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: 118,367 shares; 2024Q4: 169,248 shares; 2025Q1: 172,619 shares; 2025Q2: 145,198 shares; 2025Q3: 204,735 shares; 2025Q4: 243,510 shares; 2026Q1: 292,822 shares; 2026Q2: 263,469 shares 263,469 $28.2M 0.03% -29,353 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: 108,341 shares; 2024Q4: 76,502 shares; 2025Q1: 82,195 shares; 2025Q2: 94,662 shares; 2025Q3: 109,945 shares; 2025Q4: 116,114 shares; 2026Q1: 121,804 shares; 2026Q2: 116,027 shares 116,027 $28.1M 0.03% -5,777 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: 61,890 shares; 2024Q4: 46,679 shares; 2025Q1: 42,984 shares; 2025Q2: 35,717 shares; 2025Q3: 57,443 shares; 2025Q4: 80,973 shares; 2026Q1: 82,077 shares; 2026Q2: 52,906 shares 52,906 $28M 0.03% -29,171 Timeline BAPR 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: 203,820 shares; 2024Q4: 195,759 shares; 2025Q1: 190,955 shares; 2025Q2: 378,934 shares; 2025Q3: 338,831 shares; 2025Q4: 327,624 shares; 2026Q1: 348,558 shares; 2026Q2: 519,837 shares 519,837 $27.7M 0.03% +171,279 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,929 shares; 2024Q4: 48,952 shares; 2025Q1: 61,446 shares; 2025Q2: 62,021 shares; 2025Q3: 78,276 shares; 2025Q4: 85,257 shares; 2026Q1: 78,517 shares; 2026Q2: 56,395 shares 56,395 $27.7M 0.03% -22,122 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389,682 shares; 2026Q2: 424,675 shares 424,675 $27.5M 0.03% +34,993 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: 543,110 shares; 2024Q4: 549,108 shares; 2025Q1: 532,506 shares; 2025Q2: 544,251 shares; 2025Q3: 576,988 shares; 2025Q4: 601,445 shares; 2026Q1: 556,828 shares; 2026Q2: 552,501 shares 552,501 $27.5M 0.03% -4,327 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: 354,150 shares; 2024Q4: 339,737 shares; 2025Q1: 299,274 shares; 2025Q2: 303,248 shares; 2025Q3: 266,784 shares; 2025Q4: 538,001 shares; 2026Q1: 289,524 shares; 2026Q2: 269,227 shares 269,227 $27.5M 0.03% -20,297 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: 189,960 shares; 2024Q4: 187,009 shares; 2025Q1: 185,248 shares; 2025Q2: 196,226 shares; 2025Q3: 196,628 shares; 2025Q4: 203,851 shares; 2026Q1: 438,847 shares; 2026Q2: 299,707 shares 299,707 $27.5M 0.03% -139,140 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535,148 shares; 2024Q4: 589,228 shares; 2025Q1: 613,136 shares; 2025Q2: 553,491 shares; 2025Q3: 558,327 shares; 2025Q4: 773,617 shares; 2026Q1: 886,124 shares; 2026Q2: 900,451 shares 900,451 $27.5M 0.03% +14,327 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483,801 shares; 2024Q4: 1,485,612 shares; 2025Q1: 1,903,166 shares; 2025Q2: 1,882,695 shares; 2025Q3: 1,828,960 shares; 2025Q4: 1,794,782 shares; 2026Q1: 1,810,495 shares; 2026Q2: 1,836,630 shares 1,836,630 $27.4M 0.03% +26,135 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,759 shares; 2024Q4: 249,219 shares; 2025Q1: 126,839 shares; 2025Q2: 158,432 shares; 2025Q3: 159,717 shares; 2025Q4: 179,675 shares; 2026Q1: 144,059 shares; 2026Q2: 141,227 shares 141,227 $27.3M 0.03% -2,832 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: 27,240 shares; 2024Q4: 36,481 shares; 2025Q1: 60,985 shares; 2025Q2: 71,545 shares; 2025Q3: 91,490 shares; 2025Q4: 98,257 shares; 2026Q1: 84,036 shares; 2026Q2: 108,346 shares 108,346 $27.3M 0.03% +24,310 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,418 shares; 2024Q4: 11,598 shares; 2025Q1: 19,372 shares; 2025Q2: 23,342 shares; 2025Q3: 80,608 shares; 2025Q4: 7,069 shares; 2026Q1: 89,522 shares; 2026Q2: 118,972 shares 118,972 $27.2M 0.03% +29,450 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,076 shares; 2024Q4: 25,290 shares; 2025Q1: 25,951 shares; 2025Q2: 101,970 shares; 2025Q3: 125,387 shares; 2025Q4: 192,091 shares; 2026Q1: 171,766 shares; 2026Q2: 154,690 shares 154,690 $27.2M 0.03% -17,076 Timeline MAGS 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: 7,952 shares; 2024Q4: 7,952 shares; 2025Q1: 8,457 shares; 2025Q2: 9,570 shares; 2025Q3: 9,170 shares; 2025Q4: 391,952 shares; 2026Q1: 302,226 shares; 2026Q2: 421,598 shares 421,598 $27.1M 0.03% +119,372 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: not reported; 2024Q4: 12,117 shares; 2025Q1: 20,677 shares; 2025Q2: 28,043 shares; 2025Q3: 86,868 shares; 2025Q4: 273,545 shares; 2026Q1: 320,833 shares; 2026Q2: 406,796 shares 406,796 $27.1M 0.03% +85,963 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,187 shares; 2024Q4: 53,813 shares; 2025Q1: 63,473 shares; 2025Q2: 67,763 shares; 2025Q3: 91,061 shares; 2025Q4: 117,116 shares; 2026Q1: 121,852 shares; 2026Q2: 120,205 shares 120,205 $27M 0.03% -1,647 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,788 shares; 2024Q4: 334,852 shares; 2025Q1: 290,893 shares; 2025Q2: 325,894 shares; 2025Q3: 348,297 shares; 2025Q4: 360,205 shares; 2026Q1: 349,137 shares; 2026Q2: 343,589 shares 343,589 $26.9M 0.03% -5,548 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,027 shares; 2024Q4: 19,556 shares; 2025Q1: 19,175 shares; 2025Q2: 30,625 shares; 2025Q3: 33,342 shares; 2025Q4: 517,315 shares; 2026Q1: 517,202 shares; 2026Q2: 505,318 shares 505,318 $26.9M 0.03% -11,884 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: 98,838 shares; 2024Q4: 97,437 shares; 2025Q1: 104,380 shares; 2025Q2: 110,007 shares; 2025Q3: 107,007 shares; 2025Q4: 110,544 shares; 2026Q1: 110,261 shares; 2026Q2: 111,356 shares 111,356 $26.6M 0.03% +1,095 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: 373,499 shares; 2024Q4: 379,735 shares; 2025Q1: 186,475 shares; 2025Q2: 331,102 shares; 2025Q3: 197,802 shares; 2025Q4: 342,693 shares; 2026Q1: 382,525 shares; 2026Q2: 377,806 shares 377,806 $26.5M 0.03% -4,719 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 479,723 shares; 2026Q2: 524,753 shares 524,753 $26.4M 0.03% +45,030 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,118 shares; 2024Q4: 100,167 shares; 2025Q1: 108,609 shares; 2025Q2: 109,041 shares; 2025Q3: 108,212 shares; 2025Q4: 106,099 shares; 2026Q1: 248,230 shares; 2026Q2: 325,174 shares 325,174 $26.4M 0.03% +76,944 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,369 shares; 2024Q4: 84,804 shares; 2025Q1: 83,352 shares; 2025Q2: 128,408 shares; 2025Q3: 128,167 shares; 2025Q4: 144,296 shares; 2026Q1: 387,471 shares; 2026Q2: 390,075 shares 390,075 $26.4M 0.03% +2,604 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: 129,234 shares; 2024Q4: 89,459 shares; 2025Q1: 81,231 shares; 2025Q2: 127,236 shares; 2025Q3: 125,525 shares; 2025Q4: 154,204 shares; 2026Q1: 106,738 shares; 2026Q2: 159,737 shares 159,737 $26.1M 0.03% +52,999 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,461 shares; 2024Q4: 264,038 shares; 2025Q1: 182,649 shares; 2025Q2: 310,131 shares; 2025Q3: 329,729 shares; 2025Q4: 395,321 shares; 2026Q1: 560,635 shares; 2026Q2: 750,787 shares 750,787 $26.1M 0.03% +190,152 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: 91,104 shares; 2024Q4: 95,601 shares; 2025Q1: 103,477 shares; 2025Q2: 115,813 shares; 2025Q3: 184,988 shares; 2025Q4: 198,081 shares; 2026Q1: 256,384 shares; 2026Q2: 190,823 shares 190,823 $26.1M 0.03% -65,561 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: 266,665 shares; 2024Q4: 268,141 shares; 2025Q1: 264,627 shares; 2025Q2: 256,235 shares; 2025Q3: 258,520 shares; 2025Q4: 245,374 shares; 2026Q1: 267,513 shares; 2026Q2: 273,452 shares 273,452 $26.1M 0.03% +5,939 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: 58,535 shares; 2024Q4: 70,450 shares; 2025Q1: 60,013 shares; 2025Q2: 125,355 shares; 2025Q3: 187,843 shares; 2025Q4: 249,127 shares; 2026Q1: 293,430 shares; 2026Q2: 276,291 shares 276,291 $25.8M 0.03% -17,139 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790,636 shares; 2024Q4: 757,719 shares; 2025Q1: 928,213 shares; 2025Q2: 854,222 shares; 2025Q3: 558,615 shares; 2025Q4: 478,605 shares; 2026Q1: 474,483 shares; 2026Q2: 534,219 shares 534,219 $25.6M 0.03% +59,736 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: 103,875 shares; 2024Q4: 109,529 shares; 2025Q1: 113,419 shares; 2025Q2: 138,989 shares; 2025Q3: 146,837 shares; 2025Q4: 490,997 shares; 2026Q1: 548,973 shares; 2026Q2: 562,767 shares 562,767 $25.5M 0.03% +13,794 Timeline SPIB 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: 785,541 shares; 2024Q4: 802,385 shares; 2025Q1: 742,669 shares; 2025Q2: 726,133 shares; 2025Q3: 693,462 shares; 2025Q4: 710,924 shares; 2026Q1: 712,435 shares; 2026Q2: 759,804 shares 759,804 $25.4M 0.03% +47,369 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,566 shares; 2024Q4: 32,336 shares; 2025Q1: 28,757 shares; 2025Q2: 96,643 shares; 2025Q3: 102,431 shares; 2025Q4: 85,150 shares; 2026Q1: 81,311 shares; 2026Q2: 79,452 shares 79,452 $25.3M 0.03% -1,859 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,165 shares; 2024Q4: 9,057 shares; 2025Q1: 4,132 shares; 2025Q2: 5,983 shares; 2025Q3: 5,164 shares; 2025Q4: 6,043 shares; 2026Q1: 4,519 shares; 2026Q2: 44,955 shares 44,955 $25.2M 0.03% +40,436 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: 116,106 shares; 2024Q4: 123,341 shares; 2025Q1: 173,122 shares; 2025Q2: 232,479 shares; 2025Q3: 258,391 shares; 2025Q4: 203,264 shares; 2026Q1: 215,091 shares; 2026Q2: 172,066 shares 172,066 $25.2M 0.03% -43,025 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,177 shares; 2024Q4: 25,406 shares; 2025Q1: 26,504 shares; 2025Q2: 41,290 shares; 2025Q3: 50,065 shares; 2025Q4: 48,943 shares; 2026Q1: 61,453 shares; 2026Q2: 73,252 shares 73,252 $25M 0.03% +11,799 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,978 shares; 2024Q4: 106,433 shares; 2025Q1: 99,537 shares; 2025Q2: 118,719 shares; 2025Q3: 118,902 shares; 2025Q4: 124,840 shares; 2026Q1: 427,811 shares; 2026Q2: 431,825 shares 431,825 $24.9M 0.03% +4,014 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,068 shares; 2024Q4: 47,298 shares; 2025Q1: 45,764 shares; 2025Q2: 320,881 shares; 2025Q3: 212,595 shares; 2025Q4: 180,912 shares; 2026Q1: 288,589 shares; 2026Q2: 262,425 shares 262,425 $24.8M 0.03% -26,164 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,605 shares; 2024Q4: 31,212 shares; 2025Q1: 39,331 shares; 2025Q2: 36,941 shares; 2025Q3: 41,988 shares; 2025Q4: 30,072 shares; 2026Q1: 46,459 shares; 2026Q2: 62,336 shares 62,336 $24.8M 0.03% +15,877 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,244 shares; 2024Q4: 242,530 shares; 2025Q1: 225,836 shares; 2025Q2: 229,607 shares; 2025Q3: 197,363 shares; 2025Q4: 187,635 shares; 2026Q1: 291,816 shares; 2026Q2: 453,176 shares 453,176 $24.8M 0.03% +161,360 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: 31,642 shares; 2024Q4: 51,871 shares; 2025Q1: 54,535 shares; 2025Q2: 55,348 shares; 2025Q3: 54,147 shares; 2025Q4: 79,484 shares; 2026Q1: 85,863 shares; 2026Q2: 97,544 shares 97,544 $24.6M 0.03% +11,681 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: 191,414 shares; 2024Q4: 190,015 shares; 2025Q1: 228,602 shares; 2025Q2: 227,531 shares; 2025Q3: 233,670 shares; 2025Q4: 241,120 shares; 2026Q1: 260,784 shares; 2026Q2: 256,903 shares 256,903 $24.6M 0.03% -3,881 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: 15,548 shares; 2024Q4: 16,060 shares; 2025Q1: 16,020 shares; 2025Q2: 13,858 shares; 2025Q3: 20,534 shares; 2025Q4: 34,227 shares; 2026Q1: 43,972 shares; 2026Q2: 39,274 shares 39,274 $24.5M 0.03% -4,698 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,681 shares; 2024Q4: 11,126 shares; 2025Q1: 153,164 shares; 2025Q2: 140,298 shares; 2025Q3: 128,296 shares; 2025Q4: 126,021 shares; 2026Q1: 124,963 shares; 2026Q2: 108,434 shares 108,434 $24.5M 0.03% -16,529 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,092 shares; 2024Q4: 57,626 shares; 2025Q1: 81,627 shares; 2025Q2: 80,473 shares; 2025Q3: 87,501 shares; 2025Q4: 130,961 shares; 2026Q1: 111,973 shares; 2026Q2: 70,965 shares 70,965 $24M 0.03% -41,008 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,056 shares; 2024Q4: 24,919 shares; 2025Q1: 109,228 shares; 2025Q2: 120,623 shares; 2025Q3: 144,081 shares; 2025Q4: 156,141 shares; 2026Q1: 147,655 shares; 2026Q2: 128,022 shares 128,022 $24M 0.03% -19,633 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,984 shares; 2024Q4: 51,686 shares; 2025Q1: 49,734 shares; 2025Q2: 50,550 shares; 2025Q3: 60,513 shares; 2025Q4: 52,897 shares; 2026Q1: 53,153 shares; 2026Q2: 81,644 shares 81,644 $23.9M 0.03% +28,491 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,014 shares; 2024Q4: 82,131 shares; 2025Q1: 104,938 shares; 2025Q2: 96,323 shares; 2025Q3: 87,536 shares; 2025Q4: 135,438 shares; 2026Q1: 219,327 shares; 2026Q2: 469,348 shares 469,348 $23.7M 0.03% +250,021 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 2,699 shares; 2025Q1: 2,724 shares; 2025Q2: 3,528 shares; 2025Q3: 8,691 shares; 2025Q4: 11,257 shares; 2026Q1: 22,635 shares; 2026Q2: 38,352 shares 38,352 $23.7M 0.03% +15,717 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,694 shares; 2024Q4: 85,156 shares; 2025Q1: 84,817 shares; 2025Q2: 82,469 shares; 2025Q3: 78,384 shares; 2025Q4: 69,248 shares; 2026Q1: 85,079 shares; 2026Q2: 84,201 shares 84,201 $23.6M 0.03% -878 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: 114,431 shares; 2024Q4: 121,719 shares; 2025Q1: 124,578 shares; 2025Q2: 107,307 shares; 2025Q3: 102,188 shares; 2025Q4: 89,119 shares; 2026Q1: 122,400 shares; 2026Q2: 181,187 shares 181,187 $23.5M 0.03% +58,787 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: 106,485 shares; 2024Q4: 107,555 shares; 2025Q1: 107,655 shares; 2025Q2: 109,152 shares; 2025Q3: 110,229 shares; 2025Q4: 115,390 shares; 2026Q1: 104,854 shares; 2026Q2: 106,257 shares 106,257 $23.5M 0.03% +1,403 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: 120,678 shares; 2024Q4: 118,941 shares; 2025Q1: 117,997 shares; 2025Q2: 85,520 shares; 2025Q3: 62,736 shares; 2025Q4: 70,715 shares; 2026Q1: 80,981 shares; 2026Q2: 78,577 shares 78,577 $23.5M 0.03% -2,404 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: 18,011 shares; 2024Q4: 20,650 shares; 2025Q1: 18,083 shares; 2025Q2: 20,371 shares; 2025Q3: 20,030 shares; 2025Q4: 231,744 shares; 2026Q1: 221,474 shares; 2026Q2: 199,906 shares 199,906 $23.4M 0.03% -21,568 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,950 shares; 2024Q4: 422,959 shares; 2025Q1: 485,968 shares; 2025Q2: 284,874 shares; 2025Q3: 298,041 shares; 2025Q4: 443,479 shares; 2026Q1: 434,432 shares; 2026Q2: 499,946 shares 499,946 $23.3M 0.03% +65,514 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: 263,827 shares; 2024Q4: 269,557 shares; 2025Q1: 292,513 shares; 2025Q2: 274,566 shares; 2025Q3: 123,516 shares; 2025Q4: 134,618 shares; 2026Q1: 163,687 shares; 2026Q2: 163,637 shares 163,637 $23.3M 0.03% -50 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,157 shares; 2024Q4: 65,208 shares; 2025Q1: 132,703 shares; 2025Q2: 164,264 shares; 2025Q3: 203,000 shares; 2025Q4: 224,916 shares; 2026Q1: 226,501 shares; 2026Q2: 205,071 shares 205,071 $23.2M 0.03% -21,430 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,887 shares; 2024Q4: 28,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,998 shares; 2026Q2: 389,073 shares 389,073 $23.2M 0.03% +87,075 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,179 shares; 2024Q4: 16,059 shares; 2025Q1: 17,113 shares; 2025Q2: 17,870 shares; 2025Q3: 20,863 shares; 2025Q4: 64,379 shares; 2026Q1: 136,795 shares; 2026Q2: 323,313 shares 323,313 $23.2M 0.03% +186,518 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,938 shares; 2024Q4: 540,833 shares; 2025Q1: 512,862 shares; 2025Q2: 372,313 shares; 2025Q3: 234,092 shares; 2025Q4: 241,790 shares; 2026Q1: 227,545 shares; 2026Q2: 241,042 shares 241,042 $23.2M 0.03% +13,497 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 1,745,837 shares; 2026Q2: 1,734,470 shares 1,734,470 $22.9M 0.03% -11,367 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,761 shares; 2024Q4: 50,715 shares; 2025Q1: 61,673 shares; 2025Q2: 77,852 shares; 2025Q3: 73,959 shares; 2025Q4: 163,359 shares; 2026Q1: 121,216 shares; 2026Q2: 118,554 shares 118,554 $22.9M 0.03% -2,662 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,022 shares; 2024Q4: 5,649 shares; 2025Q1: 5,079 shares; 2025Q2: 5,213 shares; 2025Q3: 6,236 shares; 2025Q4: 7,117 shares; 2026Q1: 251,113 shares; 2026Q2: 245,601 shares 245,601 $22.8M 0.03% -5,512 Timeline POCT 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: 50,548 shares; 2024Q4: 51,398 shares; 2025Q1: 42,221 shares; 2025Q2: 42,599 shares; 2025Q3: 1,157,588 shares; 2025Q4: 1,577,949 shares; 2026Q1: 1,547,282 shares; 2026Q2: 487,450 shares 487,450 $22.6M 0.03% -1,059,832 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: 131,129 shares; 2024Q4: 223,748 shares; 2025Q1: 236,180 shares; 2025Q2: 226,840 shares; 2025Q3: 233,864 shares; 2025Q4: 251,278 shares; 2026Q1: 331,070 shares; 2026Q2: 390,584 shares 390,584 $22.5M 0.03% +59,514 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: 5,917 shares; 2024Q4: 4,281 shares; 2025Q1: 17,495 shares; 2025Q2: 38,441 shares; 2025Q3: 58,616 shares; 2025Q4: 276,324 shares; 2026Q1: 305,895 shares; 2026Q2: 365,327 shares 365,327 $22.5M 0.03% +59,432 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,042 shares; 2024Q4: 29,179 shares; 2025Q1: 34,782 shares; 2025Q2: 37,957 shares; 2025Q3: 55,713 shares; 2025Q4: 180,494 shares; 2026Q1: 203,323 shares; 2026Q2: 208,030 shares 208,030 $22.4M 0.03% +4,707 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,597 shares; 2024Q4: 169,557 shares; 2025Q1: 180,896 shares; 2025Q2: 175,781 shares; 2025Q3: 175,988 shares; 2025Q4: 188,492 shares; 2026Q1: 262,621 shares; 2026Q2: 249,254 shares 249,254 $22.3M 0.03% -13,367 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: 287,837 shares; 2024Q4: 297,667 shares; 2025Q1: 307,082 shares; 2025Q2: 321,366 shares; 2025Q3: 364,076 shares; 2025Q4: 212,230 shares; 2026Q1: 331,509 shares; 2026Q2: 786,739 shares 786,739 $22.2M 0.03% +455,230 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,598 shares; 2024Q4: 5,978 shares; 2025Q1: 5,954 shares; 2025Q2: 5,814 shares; 2025Q3: 6,930 shares; 2025Q4: 6,497 shares; 2026Q1: 85,024 shares; 2026Q2: 153,245 shares 153,245 $22.1M 0.03% +68,221 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,896 shares; 2024Q4: 64,670 shares; 2025Q1: 306,042 shares; 2025Q2: 309,553 shares; 2025Q3: 373,570 shares; 2025Q4: 359,951 shares; 2026Q1: 330,573 shares; 2026Q2: 345,513 shares 345,513 $22.1M 0.03% +14,940 Timeline VSGX 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: 271,176 shares; 2024Q4: 273,700 shares; 2025Q1: 278,465 shares; 2025Q2: 261,155 shares; 2025Q3: 238,742 shares; 2025Q4: 251,683 shares; 2026Q1: 257,427 shares; 2026Q2: 268,473 shares 268,473 $22.1M 0.03% +11,046 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: 289,861 shares; 2024Q4: 274,430 shares; 2025Q1: 317,634 shares; 2025Q2: 366,405 shares; 2025Q3: 433,718 shares; 2025Q4: 457,356 shares; 2026Q1: 510,862 shares; 2026Q2: 465,080 shares 465,080 $22.1M 0.03% -45,782 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: 109,928 shares; 2024Q4: 103,531 shares; 2025Q1: 109,030 shares; 2025Q2: 109,967 shares; 2025Q3: 111,314 shares; 2025Q4: 114,247 shares; 2026Q1: 127,817 shares; 2026Q2: 137,200 shares 137,200 $21.9M 0.03% +9,383 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,696 shares; 2024Q4: 68,899 shares; 2025Q1: 49,520 shares; 2025Q2: 98,907 shares; 2025Q3: 95,731 shares; 2025Q4: 92,583 shares; 2026Q1: 154,346 shares; 2026Q2: 163,679 shares 163,679 $21.7M 0.03% +9,333 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,051 shares; 2024Q4: 214,261 shares; 2025Q1: 301,576 shares; 2025Q2: 249,584 shares; 2025Q3: 281,436 shares; 2025Q4: 255,131 shares; 2026Q1: 199,114 shares; 2026Q2: 197,651 shares 197,651 $21.7M 0.03% -1,463 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: 395,516 shares; 2024Q4: 470,226 shares; 2025Q1: 474,624 shares; 2025Q2: 486,793 shares; 2025Q3: 492,641 shares; 2025Q4: 492,300 shares; 2026Q1: 631,472 shares; 2026Q2: 589,560 shares 589,560 $21.7M 0.03% -41,912 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,822 shares; 2024Q4: 126,834 shares; 2025Q1: 212,923 shares; 2025Q2: 205,160 shares; 2025Q3: 212,705 shares; 2025Q4: 217,507 shares; 2026Q1: 209,931 shares; 2026Q2: 239,546 shares 239,546 $21.7M 0.03% +29,615 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 5,921 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760,984 shares; 2026Q2: 499,935 shares 499,935 $21.6M 0.03% -261,049 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: 147,372 shares; 2024Q4: 148,681 shares; 2025Q1: 137,439 shares; 2025Q2: 132,440 shares; 2025Q3: 131,128 shares; 2025Q4: 128,446 shares; 2026Q1: 132,188 shares; 2026Q2: 137,299 shares 137,299 $21.5M 0.03% +5,111 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,200 shares; 2024Q4: 73,174 shares; 2025Q1: 127,758 shares; 2025Q2: 151,701 shares; 2025Q3: 142,051 shares; 2025Q4: 137,721 shares; 2026Q1: 150,017 shares; 2026Q2: 188,590 shares 188,590 $21.4M 0.03% +38,573 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,409 shares; 2024Q4: 52,012 shares; 2025Q1: 57,546 shares; 2025Q2: 51,500 shares; 2025Q3: 91,360 shares; 2025Q4: 112,025 shares; 2026Q1: 67,016 shares; 2026Q2: 83,551 shares 83,551 $21.4M 0.03% +16,535 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: 52,982 shares; 2024Q4: 60,935 shares; 2025Q1: 86,535 shares; 2025Q2: 77,522 shares; 2025Q3: 89,983 shares; 2025Q4: 114,847 shares; 2026Q1: 136,685 shares; 2026Q2: 147,683 shares 147,683 $21.4M 0.03% +10,998 Timeline SPIP 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: 888,795 shares; 2024Q4: 895,945 shares; 2025Q1: 899,523 shares; 2025Q2: 867,475 shares; 2025Q3: 838,358 shares; 2025Q4: 836,120 shares; 2026Q1: 825,939 shares; 2026Q2: 830,222 shares 830,222 $21.3M 0.03% +4,283 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,242 shares; 2024Q4: 75,222 shares; 2025Q1: 78,416 shares; 2025Q2: 102,531 shares; 2025Q3: 132,624 shares; 2025Q4: 95,733 shares; 2026Q1: 123,411 shares; 2026Q2: 119,178 shares 119,178 $21.2M 0.03% -4,233 Timeline BILS 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: 69,258 shares; 2024Q4: 59,327 shares; 2025Q1: 64,697 shares; 2025Q2: 174,125 shares; 2025Q3: 166,238 shares; 2025Q4: 112,048 shares; 2026Q1: 242,249 shares; 2026Q2: 212,665 shares 212,665 $21.1M 0.03% -29,584 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: 72,917 shares; 2024Q4: 83,014 shares; 2025Q1: 174,126 shares; 2025Q2: 125,160 shares; 2025Q3: 127,327 shares; 2025Q4: 137,389 shares; 2026Q1: 127,207 shares; 2026Q2: 95,497 shares 95,497 $21.1M 0.03% -31,710 Timeline LMBS 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: 382,949 shares; 2024Q4: 393,667 shares; 2025Q1: 404,605 shares; 2025Q2: 407,129 shares; 2025Q3: 431,911 shares; 2025Q4: 435,016 shares; 2026Q1: 435,659 shares; 2026Q2: 423,154 shares 423,154 $21.1M 0.03% -12,505 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,202 shares; 2024Q4: 316,540 shares; 2025Q1: 320,077 shares; 2025Q2: 208,887 shares; 2025Q3: 220,114 shares; 2025Q4: 356,202 shares; 2026Q1: 413,297 shares; 2026Q2: 465,492 shares 465,492 $21M 0.03% +52,195 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065,856 shares; 2024Q4: 1,087,268 shares; 2025Q1: 587,996 shares; 2025Q2: 997,131 shares; 2025Q3: 476,020 shares; 2025Q4: 947,070 shares; 2026Q1: 1,006,217 shares; 2026Q2: 1,182,953 shares 1,182,953 $21M 0.03% +176,736 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,024 shares; 2024Q4: 41,737 shares; 2025Q1: 33,361 shares; 2025Q2: 58,774 shares; 2025Q3: 103,626 shares; 2025Q4: 133,759 shares; 2026Q1: 144,529 shares; 2026Q2: 123,778 shares 123,778 $20.9M 0.03% -20,751 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: 213,425 shares; 2024Q4: 233,475 shares; 2025Q1: 154,408 shares; 2025Q2: 414,040 shares; 2025Q3: 487,806 shares; 2025Q4: 539,733 shares; 2026Q1: 845,481 shares; 2026Q2: 949,244 shares 949,244 $20.8M 0.03% +103,763 Timeline JQUA 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: 16,233 shares; 2024Q4: 12,780 shares; 2025Q1: 12,998 shares; 2025Q2: 10,216 shares; 2025Q3: 9,146 shares; 2025Q4: 6,815 shares; 2026Q1: 285,193 shares; 2026Q2: 288,029 shares 288,029 $20.8M 0.03% +2,836 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: 287,033 shares; 2024Q4: 298,774 shares; 2025Q1: 310,151 shares; 2025Q2: 453,923 shares; 2025Q3: 452,586 shares; 2025Q4: 410,723 shares; 2026Q1: 401,702 shares; 2026Q2: 374,107 shares 374,107 $20.8M 0.03% -27,595 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,649 shares; 2024Q4: 464,576 shares; 2025Q1: 444,024 shares; 2025Q2: 422,634 shares; 2025Q3: 409,968 shares; 2025Q4: 384,767 shares; 2026Q1: 1,135,996 shares; 2026Q2: 1,207,716 shares 1,207,716 $20.7M 0.03% +71,720 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,479 shares; 2024Q4: 69,804 shares; 2025Q1: 70,311 shares; 2025Q2: 87,477 shares; 2025Q3: 95,683 shares; 2025Q4: 95,748 shares; 2026Q1: 116,599 shares; 2026Q2: 126,597 shares 126,597 $20.7M 0.03% +9,998 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 4,926 shares; 2025Q1: 4,336 shares; 2025Q2: 4,550 shares; 2025Q3: 4,390 shares; 2025Q4: 4,799 shares; 2026Q1: 11,142 shares; 2026Q2: 12,182 shares 12,182 $20.7M 0.03% +1,040 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: 460,847 shares; 2024Q4: 286,619 shares; 2025Q1: 226,455 shares; 2025Q2: 231,508 shares; 2025Q3: 217,535 shares; 2025Q4: 282,934 shares; 2026Q1: 330,431 shares; 2026Q2: 413,335 shares 413,335 $20.7M 0.03% +82,904 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,664 shares; 2024Q4: 229,081 shares; 2025Q1: 241,508 shares; 2025Q2: 254,381 shares; 2025Q3: 264,622 shares; 2025Q4: 261,738 shares; 2026Q1: 258,586 shares; 2026Q2: 243,887 shares 243,887 $20.7M 0.03% -14,699 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: 25,398 shares; 2024Q4: 34,060 shares; 2025Q1: 26,434 shares; 2025Q2: 46,692 shares; 2025Q3: 27,614 shares; 2025Q4: 194,307 shares; 2026Q1: 219,572 shares; 2026Q2: 191,862 shares 191,862 $20.6M 0.02% -27,710 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: 27,994 shares; 2024Q4: 73,884 shares; 2025Q1: 167,915 shares; 2025Q2: 147,319 shares; 2025Q3: 182,114 shares; 2025Q4: 349,216 shares; 2026Q1: 313,945 shares; 2026Q2: 377,130 shares 377,130 $20.5M 0.02% +63,185 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,225 shares; 2024Q4: 16,798 shares; 2025Q1: 18,785 shares; 2025Q2: 18,792 shares; 2025Q3: 22,523 shares; 2025Q4: 20,510 shares; 2026Q1: 16,475 shares; 2026Q2: 54,571 shares 54,571 $20.5M 0.02% +38,096 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,456 shares; 2024Q4: 270,994 shares; 2025Q1: 269,028 shares; 2025Q2: 264,757 shares; 2025Q3: 271,428 shares; 2025Q4: 431,457 shares; 2026Q1: 893,770 shares; 2026Q2: 876,717 shares 876,717 $20.2M 0.02% -17,053 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: 208,596 shares; 2024Q4: 195,357 shares; 2025Q1: 249,261 shares; 2025Q2: 338,016 shares; 2025Q3: 428,360 shares; 2025Q4: 361,746 shares; 2026Q1: 321,350 shares; 2026Q2: 488,722 shares 488,722 $20.2M 0.02% +167,372 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: 66,296 shares; 2024Q4: 72,583 shares; 2025Q1: 87,230 shares; 2025Q2: 104,608 shares; 2025Q3: 128,881 shares; 2025Q4: 124,399 shares; 2026Q1: 139,770 shares; 2026Q2: 130,973 shares 130,973 $20.2M 0.02% -8,797 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,365 shares; 2024Q4: 61,319 shares; 2025Q1: 80,703 shares; 2025Q2: 82,291 shares; 2025Q3: 85,031 shares; 2025Q4: 89,509 shares; 2026Q1: 92,050 shares; 2026Q2: 75,059 shares 75,059 $20.2M 0.02% -16,991 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: 42,994 shares; 2024Q4: 28,446 shares; 2025Q1: 39,654 shares; 2025Q2: 61,630 shares; 2025Q3: 71,115 shares; 2025Q4: 128,420 shares; 2026Q1: 179,097 shares; 2026Q2: 184,691 shares 184,691 $20.1M 0.02% +5,594 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: 77,619 shares; 2024Q4: 69,463 shares; 2025Q1: 70,053 shares; 2025Q2: 77,056 shares; 2025Q3: 73,806 shares; 2025Q4: 145,104 shares; 2026Q1: 148,331 shares; 2026Q2: 169,025 shares 169,025 $20.1M 0.02% +20,694 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 51,138 shares; 2025Q2: 51,138 shares; 2025Q3: 51,138 shares; 2025Q4: 100,002 shares; 2026Q1: 1,532,951 shares; 2026Q2: 1,378,894 shares 1,378,894 $20.1M 0.02% -154,057 Timeline FNDA 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: 126,385 shares; 2024Q4: 911,712 shares; 2025Q1: 901,689 shares; 2025Q2: 869,828 shares; 2025Q3: 553,449 shares; 2025Q4: 522,948 shares; 2026Q1: 542,589 shares; 2026Q2: 524,112 shares 524,112 $19.9M 0.02% -18,477 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: 71,335 shares; 2024Q4: 71,081 shares; 2025Q1: 74,218 shares; 2025Q2: 75,197 shares; 2025Q3: 96,853 shares; 2025Q4: 209,923 shares; 2026Q1: 96,037 shares; 2026Q2: 94,631 shares 94,631 $19.9M 0.02% -1,406 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,511 shares; 2024Q4: 13,550 shares; 2025Q1: 14,987 shares; 2025Q2: 11,085 shares; 2025Q3: 13,347 shares; 2025Q4: 51,429 shares; 2026Q1: 71,973 shares; 2026Q2: 141,878 shares 141,878 $19.7M 0.02% +69,905 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,937 shares; 2024Q4: 16,496 shares; 2025Q1: 102,373 shares; 2025Q2: 216,039 shares; 2025Q3: 335,503 shares; 2025Q4: 443,142 shares; 2026Q1: 486,545 shares; 2026Q2: 778,366 shares 778,366 $19.7M 0.02% +291,821 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,291 shares; 2024Q4: 18,781 shares; 2025Q1: 19,105 shares; 2025Q2: 8,510 shares; 2025Q3: 10,092 shares; 2025Q4: 74,737 shares; 2026Q1: 128,294 shares; 2026Q2: 187,580 shares 187,580 $19.6M 0.02% +59,286 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: 197,825 shares; 2024Q4: 193,260 shares; 2025Q1: 203,791 shares; 2025Q2: 390,052 shares; 2025Q3: 381,771 shares; 2025Q4: 420,032 shares; 2026Q1: 406,417 shares; 2026Q2: 406,839 shares 406,839 $19.5M 0.02% +422 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900,992 shares; 2024Q4: 909,296 shares; 2025Q1: 771,362 shares; 2025Q2: 742,197 shares; 2025Q3: 731,706 shares; 2025Q4: 675,835 shares; 2026Q1: 533,526 shares; 2026Q2: 526,262 shares 526,262 $19.4M 0.02% -7,264 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: 16,678 shares; 2024Q4: 14,147 shares; 2025Q1: 15,201 shares; 2025Q2: 222,285 shares; 2025Q3: 226,672 shares; 2025Q4: 231,609 shares; 2026Q1: 226,252 shares; 2026Q2: 211,002 shares 211,002 $19.4M 0.02% -15,250 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,915 shares; 2024Q4: 30,261 shares; 2025Q1: 30,557 shares; 2025Q2: 29,748 shares; 2025Q3: 28,918 shares; 2025Q4: 28,555 shares; 2026Q1: 30,641 shares; 2026Q2: 31,514 shares 31,514 $19.4M 0.02% +873 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: 31,211 shares; 2024Q4: 35,403 shares; 2025Q1: 49,895 shares; 2025Q2: 60,890 shares; 2025Q3: 84,165 shares; 2025Q4: 162,661 shares; 2026Q1: 187,749 shares; 2026Q2: 166,961 shares 166,961 $19.2M 0.02% -20,788 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,778 shares; 2024Q4: 136,175 shares; 2025Q1: 122,969 shares; 2025Q2: 134,310 shares; 2025Q3: 129,300 shares; 2025Q4: 141,410 shares; 2026Q1: 60,154 shares; 2026Q2: 177,063 shares 177,063 $19.1M 0.02% +116,909 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,329,078 shares; 2024Q4: 4,329,489 shares; 2025Q1: 4,332,576 shares; 2025Q2: 5,023,533 shares; 2025Q3: 5,023,754 shares; 2025Q4: 4,530,797 shares; 2026Q1: 4,651,499 shares; 2026Q2: 4,647,020 shares 4,647,020 $19.1M 0.02% -4,479 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,874 shares; 2024Q4: 404,482 shares; 2025Q1: 382,434 shares; 2025Q2: 383,625 shares; 2025Q3: 322,816 shares; 2025Q4: 808,636 shares; 2026Q1: 1,001,805 shares; 2026Q2: 1,021,522 shares 1,021,522 $18.9M 0.02% +19,717 Timeline