VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056,838 shares; 2024Q4: 1,054,033 shares; 2025Q1: 1,023,943 shares; 2025Q2: 1,024,392 shares; 2025Q3: 1,017,956 shares; 2025Q4: 1,016,084 shares; 2026Q1: 1,040,017 shares; 2026Q2: 6,247,469 shares 6,247,469 $538M 5.91% +5,207,452 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: 2,108,681 shares; 2024Q4: 2,163,588 shares; 2025Q1: 2,143,783 shares; 2025Q2: 2,109,740 shares; 2025Q3: 2,094,165 shares; 2025Q4: 2,117,942 shares; 2026Q1: 2,176,884 shares; 2026Q2: 2,228,830 shares 2,228,830 $486M 5.33% +51,946 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: 501,175 shares; 2024Q4: 676,064 shares; 2025Q1: 654,674 shares; 2025Q2: 658,277 shares; 2025Q3: 640,805 shares; 2025Q4: 644,156 shares; 2026Q1: 651,929 shares; 2026Q2: 2,534,323 shares 2,534,323 $315M 3.45% +1,882,394 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: 900,678 shares; 2024Q4: 970,615 shares; 2025Q1: 926,612 shares; 2025Q2: 921,480 shares; 2025Q3: 942,821 shares; 2025Q4: 911,166 shares; 2026Q1: 920,961 shares; 2026Q2: 909,913 shares 909,913 $263M 2.89% -11,048 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217,845 shares; 2024Q4: 1,182,831 shares; 2025Q1: 1,400,119 shares; 2025Q2: 1,728,286 shares; 2025Q3: 1,885,633 shares; 2025Q4: 2,037,050 shares; 2026Q1: 2,200,695 shares; 2026Q2: 2,309,310 shares 2,309,310 $223M 2.45% +108,615 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,506 shares; 2024Q4: 146,658 shares; 2025Q1: 155,241 shares; 2025Q2: 208,832 shares; 2025Q3: 222,920 shares; 2025Q4: 256,152 shares; 2026Q1: 279,939 shares; 2026Q2: 291,051 shares 291,051 $200M 2.19% +11,112 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: 847,549 shares; 2024Q4: 822,212 shares; 2025Q1: 792,246 shares; 2025Q2: 777,889 shares; 2025Q3: 785,889 shares; 2025Q4: 800,045 shares; 2026Q1: 822,036 shares; 2026Q2: 815,364 shares 815,364 $198M 2.17% -6,672 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507,869 shares; 2024Q4: 535,846 shares; 2025Q1: 512,280 shares; 2025Q2: 513,229 shares; 2025Q3: 510,225 shares; 2025Q4: 523,404 shares; 2026Q1: 531,766 shares; 2026Q2: 535,483 shares 535,483 $196M 2.15% +3,717 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: 361,012 shares; 2024Q4: 441,119 shares; 2025Q1: 952,977 shares; 2025Q2: 1,479,230 shares; 2025Q3: 1,842,394 shares; 2025Q4: 2,158,395 shares; 2026Q1: 2,439,340 shares; 2026Q2: 2,662,171 shares 2,662,171 $195M 2.14% +222,831 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: 959,011 shares; 2024Q4: 912,832 shares; 2025Q1: 864,215 shares; 2025Q2: 889,680 shares; 2025Q3: 899,557 shares; 2025Q4: 893,813 shares; 2026Q1: 913,707 shares; 2026Q2: 935,158 shares 935,158 $187M 2.05% +21,451 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: 2,957,167 shares; 2024Q4: 3,134,225 shares; 2025Q1: 2,860,469 shares; 2025Q2: 2,757,780 shares; 2025Q3: 2,746,914 shares; 2025Q4: 2,920,472 shares; 2026Q1: 3,243,897 shares; 2026Q2: 3,059,881 shares 3,059,881 $183M 2% -184,016 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: 321,891 shares; 2024Q4: 322,963 shares; 2025Q1: 298,662 shares; 2025Q2: 314,788 shares; 2025Q3: 318,862 shares; 2025Q4: 312,019 shares; 2026Q1: 310,205 shares; 2026Q2: 306,090 shares 306,090 $114M 1.25% -4,115 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: 132,061 shares; 2024Q4: 133,593 shares; 2025Q1: 354,845 shares; 2025Q2: 357,716 shares; 2025Q3: 355,025 shares; 2025Q4: 354,325 shares; 2026Q1: 371,432 shares; 2026Q2: 375,074 shares 375,074 $107M 1.18% +3,642 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: 2,732,196 shares; 2024Q4: 2,563,270 shares; 2025Q1: 2,477,929 shares; 2025Q2: 2,407,713 shares; 2025Q3: 2,196,757 shares; 2025Q4: 1,971,365 shares; 2026Q1: 1,964,393 shares; 2026Q2: 1,849,644 shares 1,849,644 $105M 1.16% -114,749 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: 943,354 shares; 2024Q4: 970,845 shares; 2025Q1: 984,172 shares; 2025Q2: 1,021,283 shares; 2025Q3: 1,040,999 shares; 2025Q4: 1,090,462 shares; 2026Q1: 1,145,992 shares; 2026Q2: 1,195,834 shares 1,195,834 $99.1M 1.09% +49,842 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: 216,599 shares; 2024Q4: 146,565 shares; 2025Q1: 138,310 shares; 2025Q2: 139,195 shares; 2025Q3: 138,598 shares; 2025Q4: 136,512 shares; 2026Q1: 139,767 shares; 2026Q2: 132,103 shares 132,103 $98.9M 1.09% -7,664 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: 383,542 shares; 2024Q4: 388,500 shares; 2025Q1: 400,743 shares; 2025Q2: 395,517 shares; 2025Q3: 389,893 shares; 2025Q4: 398,421 shares; 2026Q1: 402,812 shares; 2026Q2: 404,733 shares 404,733 $98.1M 1.08% +1,921 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: 807,109 shares; 2024Q4: 2,378,954 shares; 2025Q1: 2,188,744 shares; 2025Q2: 1,621,940 shares; 2025Q3: 1,472,264 shares; 2025Q4: 1,296,003 shares; 2026Q1: 3,338,839 shares; 2026Q2: 3,302,982 shares 3,302,982 $97.2M 1.07% -35,857 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: 1,770,151 shares; 2024Q4: 3,178,300 shares; 2025Q1: 3,037,697 shares; 2025Q2: 2,859,928 shares; 2025Q3: 2,793,442 shares; 2025Q4: 2,751,843 shares; 2026Q1: 3,536,409 shares; 2026Q2: 3,474,533 shares 3,474,533 $96.2M 1.06% -61,876 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: 1,502,108 shares; 2024Q4: 1,527,650 shares; 2025Q1: 1,394,581 shares; 2025Q2: 1,371,357 shares; 2025Q3: 1,361,737 shares; 2025Q4: 1,329,679 shares; 2026Q1: 1,333,248 shares; 2026Q2: 1,334,367 shares 1,334,367 $95.1M 1.04% +1,119 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: 382,429 shares; 2024Q4: 370,191 shares; 2025Q1: 349,537 shares; 2025Q2: 376,895 shares; 2025Q3: 380,992 shares; 2025Q4: 370,101 shares; 2026Q1: 369,607 shares; 2026Q2: 371,646 shares 371,646 $88.6M 0.97% +2,039 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: 275,540 shares; 2024Q4: 251,379 shares; 2025Q1: 237,899 shares; 2025Q2: 236,123 shares; 2025Q3: 238,617 shares; 2025Q4: 236,189 shares; 2026Q1: 242,116 shares; 2026Q2: 242,977 shares 242,977 $86.8M 0.95% +861 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: 1,762,156 shares; 2024Q4: 1,841,039 shares; 2025Q1: 1,620,289 shares; 2025Q2: 1,515,519 shares; 2025Q3: 1,329,809 shares; 2025Q4: 1,426,283 shares; 2026Q1: 1,472,743 shares; 2026Q2: 1,477,472 shares 1,477,472 $79.8M 0.88% +4,729 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: 356,256 shares; 2024Q4: 354,649 shares; 2025Q1: 350,791 shares; 2025Q2: 348,451 shares; 2025Q3: 342,189 shares; 2025Q4: 362,087 shares; 2026Q1: 361,254 shares; 2026Q2: 375,104 shares 375,104 $79.8M 0.88% +13,850 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: 198,294 shares; 2024Q4: 222,986 shares; 2025Q1: 205,867 shares; 2025Q2: 203,662 shares; 2025Q3: 199,716 shares; 2025Q4: 207,438 shares; 2026Q1: 209,912 shares; 2026Q2: 210,467 shares 210,467 $77.9M 0.85% +555 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: 1,027,277 shares; 2024Q4: 1,024,925 shares; 2025Q1: 1,019,555 shares; 2025Q2: 1,009,455 shares; 2025Q3: 946,289 shares; 2025Q4: 928,475 shares; 2026Q1: 933,545 shares; 2026Q2: 935,798 shares 935,798 $76.7M 0.84% +2,253 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: 224,219 shares; 2024Q4: 215,324 shares; 2025Q1: 198,393 shares; 2025Q2: 200,988 shares; 2025Q3: 207,385 shares; 2025Q4: 207,551 shares; 2026Q1: 213,222 shares; 2026Q2: 215,763 shares 215,763 $76.2M 0.84% +2,541 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: 1,903,191 shares; 2024Q4: 1,882,153 shares; 2025Q1: 1,592,768 shares; 2025Q2: 1,395,734 shares; 2025Q3: 1,310,816 shares; 2025Q4: 1,301,006 shares; 2026Q1: 1,279,108 shares; 2026Q2: 1,283,006 shares 1,283,006 $70.6M 0.77% +3,898 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: 237,683 shares; 2024Q4: 263,739 shares; 2025Q1: 239,696 shares; 2025Q2: 178,520 shares; 2025Q3: 178,501 shares; 2025Q4: 184,004 shares; 2026Q1: 204,738 shares; 2026Q2: 204,425 shares 204,425 $62M 0.68% -313 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: 84 shares; 2024Q4: 83 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $59.9M 0.66% 0 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: 163,653 shares; 2024Q4: 162,151 shares; 2025Q1: 154,363 shares; 2025Q2: 138,988 shares; 2025Q3: 136,447 shares; 2025Q4: 143,474 shares; 2026Q1: 141,727 shares; 2026Q2: 139,506 shares 139,506 $57.1M 0.63% -2,221 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: 147,943 shares; 2024Q4: 139,168 shares; 2025Q1: 148,645 shares; 2025Q2: 148,856 shares; 2025Q3: 149,814 shares; 2025Q4: 146,949 shares; 2026Q1: 151,300 shares; 2026Q2: 149,152 shares 149,152 $56.4M 0.62% -2,148 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: 500,956 shares; 2024Q4: 496,589 shares; 2025Q1: 478,525 shares; 2025Q2: 445,816 shares; 2025Q3: 431,975 shares; 2025Q4: 420,047 shares; 2026Q1: 410,209 shares; 2026Q2: 402,802 shares 402,802 $55.4M 0.61% -7,407 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: 228,592 shares; 2024Q4: 235,553 shares; 2025Q1: 230,968 shares; 2025Q2: 236,711 shares; 2025Q3: 236,397 shares; 2025Q4: 244,290 shares; 2026Q1: 243,933 shares; 2026Q2: 243,333 shares 243,333 $53.8M 0.59% -600 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: 105,302 shares; 2024Q4: 107,288 shares; 2025Q1: 105,220 shares; 2025Q2: 107,135 shares; 2025Q3: 107,883 shares; 2025Q4: 106,867 shares; 2026Q1: 108,001 shares; 2026Q2: 106,292 shares 106,292 $53.2M 0.58% -1,709 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: 166,026 shares; 2024Q4: 175,435 shares; 2025Q1: 169,559 shares; 2025Q2: 173,323 shares; 2025Q3: 170,702 shares; 2025Q4: 165,515 shares; 2026Q1: 165,908 shares; 2026Q2: 159,145 shares 159,145 $52.1M 0.57% -6,763 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: 151,506 shares; 2024Q4: 1,091,745 shares; 2025Q1: 1,070,787 shares; 2025Q2: 1,328,370 shares; 2025Q3: 1,360,107 shares; 2025Q4: 1,379,427 shares; 2026Q1: 1,660,526 shares; 2026Q2: 1,613,157 shares 1,613,157 $51.2M 0.56% -47,369 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: 549,620 shares; 2024Q4: 543,307 shares; 2025Q1: 529,583 shares; 2025Q2: 522,233 shares; 2025Q3: 530,480 shares; 2025Q4: 515,056 shares; 2026Q1: 511,239 shares; 2026Q2: 479,052 shares 479,052 $49.8M 0.55% -32,187 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: 432,385 shares; 2024Q4: 225,974 shares; 2025Q1: 232,216 shares; 2025Q2: 271,345 shares; 2025Q3: 274,695 shares; 2025Q4: 288,053 shares; 2026Q1: 438,228 shares; 2026Q2: 450,490 shares 450,490 $48.5M 0.53% +12,262 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: 88,611 shares; 2024Q4: 85,195 shares; 2025Q1: 82,170 shares; 2025Q2: 84,663 shares; 2025Q3: 83,609 shares; 2025Q4: 80,948 shares; 2026Q1: 82,582 shares; 2026Q2: 79,853 shares 79,853 $45M 0.49% -2,729 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: 110,776 shares; 2024Q4: 111,682 shares; 2025Q1: 111,823 shares; 2025Q2: 114,836 shares; 2025Q3: 110,122 shares; 2025Q4: 113,436 shares; 2026Q1: 113,231 shares; 2026Q2: 114,055 shares 114,055 $44.9M 0.49% +824 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: 41,661 shares; 2024Q4: 426,123 shares; 2025Q1: 163,353 shares; 2025Q2: 491,814 shares; 2025Q3: 487,077 shares; 2025Q4: 481,355 shares; 2026Q1: 1,237,941 shares; 2026Q2: 1,252,805 shares 1,252,805 $42.4M 0.47% +14,864 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: 59,373 shares; 2024Q4: 59,355 shares; 2025Q1: 53,162 shares; 2025Q2: 52,615 shares; 2025Q3: 52,941 shares; 2025Q4: 53,158 shares; 2026Q1: 57,460 shares; 2026Q2: 56,702 shares 56,702 $41.7M 0.46% -758 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: 91,609 shares; 2024Q4: 82,617 shares; 2025Q1: 81,272 shares; 2025Q2: 78,931 shares; 2025Q3: 84,526 shares; 2025Q4: 82,299 shares; 2026Q1: 89,177 shares; 2026Q2: 93,777 shares 93,777 $39.4M 0.43% +4,600 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: 126,008 shares; 2024Q4: 116,043 shares; 2025Q1: 153,111 shares; 2025Q2: 150,014 shares; 2025Q3: 148,043 shares; 2025Q4: 149,369 shares; 2026Q1: 169,038 shares; 2026Q2: 173,234 shares 173,234 $39.3M 0.43% +4,196 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874,239 shares; 2024Q4: 925,088 shares; 2025Q1: 796,529 shares; 2025Q2: 786,913 shares; 2025Q3: 765,031 shares; 2025Q4: 806,282 shares; 2026Q1: 817,753 shares; 2026Q2: 813,788 shares 813,788 $39.2M 0.43% -3,965 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: 128,961 shares; 2024Q4: 26,902 shares; 2025Q1: 28,129 shares; 2025Q2: 25,268 shares; 2025Q3: 26,481 shares; 2025Q4: 26,773 shares; 2026Q1: 31,981 shares; 2026Q2: 31,826 shares 31,826 $36.7M 0.4% -155 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: 30,486 shares; 2024Q4: 28,551 shares; 2025Q1: 28,956 shares; 2025Q2: 30,554 shares; 2025Q3: 30,188 shares; 2025Q4: 29,104 shares; 2026Q1: 29,407 shares; 2026Q2: 29,798 shares 29,798 $35.7M 0.39% +391 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: 114,961 shares; 2024Q4: 129,580 shares; 2025Q1: 134,405 shares; 2025Q2: 139,821 shares; 2025Q3: 141,722 shares; 2025Q4: 139,479 shares; 2026Q1: 142,648 shares; 2026Q2: 140,570 shares 140,570 $35.7M 0.39% -2,078 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: 553,236 shares; 2024Q4: 1,098,140 shares; 2025Q1: 756,469 shares; 2025Q2: 574,164 shares; 2025Q3: 537,144 shares; 2025Q4: 490,063 shares; 2026Q1: 1,402,017 shares; 2026Q2: 1,375,441 shares 1,375,441 $35.1M 0.39% -26,576 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: 71,138 shares; 2024Q4: 185,293 shares; 2025Q1: 247,342 shares; 2025Q2: 241,126 shares; 2025Q3: 238,073 shares; 2025Q4: 248,791 shares; 2026Q1: 268,620 shares; 2026Q2: 266,739 shares 266,739 $33.2M 0.36% -1,881 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: 28,647 shares; 2024Q4: 93,625 shares; 2025Q1: 89,910 shares; 2025Q2: 107,342 shares; 2025Q3: 79,980 shares; 2025Q4: 77,518 shares; 2026Q1: 886,907 shares; 2026Q2: 871,833 shares 871,833 $32.1M 0.35% -15,074 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: 448,839 shares; 2024Q4: 445,543 shares; 2025Q1: 416,271 shares; 2025Q2: 377,509 shares; 2025Q3: 366,678 shares; 2025Q4: 358,655 shares; 2026Q1: 359,782 shares; 2026Q2: 358,848 shares 358,848 $29.5M 0.32% -934 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,014 shares; 2024Q4: 356,662 shares; 2025Q1: 358,211 shares; 2025Q2: 358,411 shares; 2025Q3: 358,858 shares; 2025Q4: 394,513 shares; 2026Q1: 393,320 shares; 2026Q2: 391,542 shares 391,542 $29.4M 0.32% -1,778 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,111 shares; 2024Q4: 304,321 shares; 2025Q1: 264,512 shares; 2025Q2: 303,781 shares; 2025Q3: 304,465 shares; 2025Q4: 304,434 shares; 2026Q1: 306,211 shares; 2026Q2: 308,892 shares 308,892 $28.8M 0.32% +2,681 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: 235,989 shares; 2024Q4: 233,676 shares; 2025Q1: 218,776 shares; 2025Q2: 160,669 shares; 2025Q3: 153,384 shares; 2025Q4: 142,332 shares; 2026Q1: 136,170 shares; 2026Q2: 130,086 shares 130,086 $28.5M 0.31% -6,084 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: 82,956 shares; 2024Q4: 103,894 shares; 2025Q1: 108,163 shares; 2025Q2: 108,650 shares; 2025Q3: 109,000 shares; 2025Q4: 106,428 shares; 2026Q1: 105,491 shares; 2026Q2: 105,320 shares 105,320 $26.5M 0.29% -171 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: 753,790 shares; 2024Q4: 535,717 shares; 2025Q1: 476,738 shares; 2025Q2: 428,070 shares; 2025Q3: 396,726 shares; 2025Q4: 363,957 shares; 2026Q1: 356,011 shares; 2026Q2: 341,975 shares 341,975 $26.4M 0.29% -14,036 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: 37,906 shares; 2024Q4: 44,028 shares; 2025Q1: 50,269 shares; 2025Q2: 59,646 shares; 2025Q3: 63,009 shares; 2025Q4: 67,980 shares; 2026Q1: 74,259 shares; 2026Q2: 77,331 shares 77,331 $26.2M 0.29% +3,072 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: 27,416 shares; 2024Q4: 27,164 shares; 2025Q1: 25,641 shares; 2025Q2: 24,370 shares; 2025Q3: 24,635 shares; 2025Q4: 24,516 shares; 2026Q1: 23,920 shares; 2026Q2: 24,406 shares 24,406 $26M 0.29% +486 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: 69,115 shares; 2024Q4: 80,921 shares; 2025Q1: 73,727 shares; 2025Q2: 82,299 shares; 2025Q3: 79,845 shares; 2025Q4: 77,063 shares; 2026Q1: 74,824 shares; 2026Q2: 75,573 shares 75,573 $25.9M 0.28% +749 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: 50,914 shares; 2024Q4: 130,873 shares; 2025Q1: 125,319 shares; 2025Q2: 139,225 shares; 2025Q3: 142,900 shares; 2025Q4: 142,876 shares; 2026Q1: 144,605 shares; 2026Q2: 142,435 shares 142,435 $25.8M 0.28% -2,170 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,713 shares; 2026Q2: 632,244 shares 632,244 $25.7M 0.28% +616,531 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: 161,434 shares; 2024Q4: 208,544 shares; 2025Q1: 171,119 shares; 2025Q2: 161,161 shares; 2025Q3: 162,919 shares; 2025Q4: 174,816 shares; 2026Q1: 250,944 shares; 2026Q2: 256,008 shares 256,008 $25.3M 0.28% +5,064 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406,688 shares; 2024Q4: 390,194 shares; 2025Q1: 367,541 shares; 2025Q2: 349,443 shares; 2025Q3: 339,984 shares; 2025Q4: 325,234 shares; 2026Q1: 314,114 shares; 2026Q2: 304,597 shares 304,597 $25.1M 0.27% -9,517 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: 93,622 shares; 2024Q4: 72,783 shares; 2025Q1: 74,633 shares; 2025Q2: 70,907 shares; 2025Q3: 70,293 shares; 2025Q4: 74,262 shares; 2026Q1: 72,745 shares; 2026Q2: 71,475 shares 71,475 $24.6M 0.27% -1,270 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,126 shares; 2024Q4: 310,310 shares; 2025Q1: 315,345 shares; 2025Q2: 315,445 shares; 2025Q3: 316,513 shares; 2025Q4: 315,202 shares; 2026Q1: 322,519 shares; 2026Q2: 322,205 shares 322,205 $24.4M 0.27% -314 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: 503,211 shares; 2024Q4: 490,129 shares; 2025Q1: 429,481 shares; 2025Q2: 374,816 shares; 2025Q3: 359,739 shares; 2025Q4: 353,401 shares; 2026Q1: 345,563 shares; 2026Q2: 343,578 shares 343,578 $24M 0.26% -1,985 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: 565,913 shares; 2024Q4: 575,058 shares; 2025Q1: 552,523 shares; 2025Q2: 510,497 shares; 2025Q3: 453,878 shares; 2025Q4: 441,001 shares; 2026Q1: 386,762 shares; 2026Q2: 356,874 shares 356,874 $23.7M 0.26% -29,888 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: 106,793 shares; 2024Q4: 135,707 shares; 2025Q1: 131,457 shares; 2025Q2: 134,624 shares; 2025Q3: 144,461 shares; 2025Q4: 139,637 shares; 2026Q1: 143,205 shares; 2026Q2: 139,858 shares 139,858 $23.2M 0.25% -3,347 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: 36,924 shares; 2026Q1: 52,948 shares; 2026Q2: 437,840 shares 437,840 $23.1M 0.25% +384,892 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: 4,373 shares; 2024Q4: 11,730 shares; 2025Q1: 11,737 shares; 2025Q2: 100,916 shares; 2025Q3: 102,815 shares; 2025Q4: 103,457 shares; 2026Q1: 653,802 shares; 2026Q2: 643,100 shares 643,100 $22.4M 0.25% -10,702 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: 105,658 shares; 2024Q4: 103,774 shares; 2025Q1: 103,515 shares; 2025Q2: 104,676 shares; 2025Q3: 103,209 shares; 2025Q4: 101,080 shares; 2026Q1: 97,554 shares; 2026Q2: 97,220 shares 97,220 $22.1M 0.24% -334 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: 46,993 shares; 2024Q4: 35,381 shares; 2025Q1: 35,440 shares; 2025Q2: 33,731 shares; 2025Q3: 36,740 shares; 2025Q4: 34,469 shares; 2026Q1: 34,350 shares; 2026Q2: 37,545 shares 37,545 $21.8M 0.24% +3,195 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: 181,181 shares; 2024Q4: 181,913 shares; 2025Q1: 174,085 shares; 2025Q2: 186,489 shares; 2025Q3: 182,919 shares; 2025Q4: 184,404 shares; 2026Q1: 183,504 shares; 2026Q2: 185,796 shares 185,796 $21M 0.23% +2,292 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,913 shares; 2024Q4: 500,214 shares; 2025Q1: 463,885 shares; 2025Q2: 415,086 shares; 2025Q3: 420,658 shares; 2025Q4: 408,204 shares; 2026Q1: 393,535 shares; 2026Q2: 395,348 shares 395,348 $20.5M 0.22% +1,813 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: 40,994 shares; 2024Q4: 38,165 shares; 2025Q1: 37,154 shares; 2025Q2: 41,284 shares; 2025Q3: 42,151 shares; 2025Q4: 41,851 shares; 2026Q1: 40,013 shares; 2026Q2: 42,758 shares 42,758 $20.4M 0.22% +2,745 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: 195,083 shares; 2024Q4: 287,124 shares; 2025Q1: 268,360 shares; 2025Q2: 265,982 shares; 2025Q3: 262,809 shares; 2025Q4: 266,704 shares; 2026Q1: 249,386 shares; 2026Q2: 249,593 shares 249,593 $20.4M 0.22% +207 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: 194,441 shares; 2024Q4: 193,713 shares; 2025Q1: 182,080 shares; 2025Q2: 181,075 shares; 2025Q3: 180,844 shares; 2025Q4: 181,863 shares; 2026Q1: 178,089 shares; 2026Q2: 170,848 shares 170,848 $20.1M 0.22% -7,241 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: 21,051 shares; 2024Q4: 20,730 shares; 2025Q1: 20,719 shares; 2025Q2: 21,173 shares; 2025Q3: 21,122 shares; 2025Q4: 20,644 shares; 2026Q1: 20,885 shares; 2026Q2: 20,993 shares 20,993 $19.6M 0.22% +108 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: 295,823 shares; 2024Q4: 291,701 shares; 2025Q1: 276,386 shares; 2025Q2: 232,719 shares; 2025Q3: 227,778 shares; 2025Q4: 216,979 shares; 2026Q1: 206,453 shares; 2026Q2: 198,781 shares 198,781 $19.2M 0.21% -7,672 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: 166,507 shares; 2024Q4: 161,731 shares; 2025Q1: 152,475 shares; 2025Q2: 134,027 shares; 2025Q3: 131,798 shares; 2025Q4: 124,142 shares; 2026Q1: 120,997 shares; 2026Q2: 116,519 shares 116,519 $19.1M 0.21% -4,478 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: 58,434 shares; 2024Q4: 61,086 shares; 2025Q1: 59,653 shares; 2025Q2: 58,741 shares; 2025Q3: 60,198 shares; 2025Q4: 60,809 shares; 2026Q1: 62,050 shares; 2026Q2: 236,560 shares 236,560 $19.1M 0.21% +174,510 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: 27,814 shares; 2024Q4: 24,156 shares; 2025Q1: 22,687 shares; 2025Q2: 25,167 shares; 2025Q3: 25,157 shares; 2025Q4: 25,115 shares; 2026Q1: 26,890 shares; 2026Q2: 26,328 shares 26,328 $19M 0.21% -562 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: 109,489 shares; 2024Q4: 108,496 shares; 2025Q1: 99,192 shares; 2025Q2: 100,138 shares; 2025Q3: 101,185 shares; 2025Q4: 98,113 shares; 2026Q1: 103,974 shares; 2026Q2: 100,187 shares 100,187 $19M 0.21% -3,787 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: 231,958 shares; 2024Q4: 131,249 shares; 2025Q1: 127,755 shares; 2025Q2: 103,523 shares; 2025Q3: 104,534 shares; 2025Q4: 104,443 shares; 2026Q1: 121,044 shares; 2026Q2: 129,387 shares 129,387 $18.1M 0.2% +8,343 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: 23,255 shares; 2024Q4: 124,645 shares; 2025Q1: 204,545 shares; 2025Q2: 193,809 shares; 2025Q3: 286,245 shares; 2025Q4: 287,937 shares; 2026Q1: 394,348 shares; 2026Q2: 318,695 shares 318,695 $18M 0.2% -75,653 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: 7,216 shares; 2024Q4: 7,311 shares; 2025Q1: 9,552 shares; 2025Q2: 9,787 shares; 2025Q3: 9,480 shares; 2025Q4: 9,358 shares; 2026Q1: 9,635 shares; 2026Q2: 9,004 shares 9,004 $17.9M 0.2% -631 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: 127,454 shares; 2024Q4: 122,529 shares; 2025Q1: 121,950 shares; 2025Q2: 125,084 shares; 2025Q3: 122,005 shares; 2025Q4: 115,184 shares; 2026Q1: 121,672 shares; 2026Q2: 119,834 shares 119,834 $17.6M 0.19% -1,838 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: 95,448 shares; 2024Q4: 52,301 shares; 2025Q1: 50,516 shares; 2025Q2: 45,336 shares; 2025Q3: 45,297 shares; 2025Q4: 44,034 shares; 2026Q1: 177,240 shares; 2026Q2: 182,060 shares 182,060 $17.6M 0.19% +4,820 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: 83,877 shares; 2024Q4: 85,835 shares; 2025Q1: 84,545 shares; 2025Q2: 86,743 shares; 2025Q3: 84,525 shares; 2025Q4: 76,976 shares; 2026Q1: 64,061 shares; 2026Q2: 48,828 shares 48,828 $17.2M 0.19% -15,233 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: 252,134 shares; 2024Q4: 229,787 shares; 2025Q1: 207,032 shares; 2025Q2: 194,333 shares; 2025Q3: 191,162 shares; 2025Q4: 183,226 shares; 2026Q1: 179,926 shares; 2026Q2: 178,529 shares 178,529 $17M 0.19% -1,397 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: 115,578 shares; 2024Q4: 137,690 shares; 2025Q1: 128,446 shares; 2025Q2: 124,709 shares; 2025Q3: 119,377 shares; 2025Q4: 127,931 shares; 2026Q1: 130,110 shares; 2026Q2: 129,070 shares 129,070 $16.7M 0.18% -1,040 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: 153,473 shares; 2024Q4: 151,789 shares; 2025Q1: 151,428 shares; 2025Q2: 150,935 shares; 2025Q3: 150,357 shares; 2025Q4: 154,328 shares; 2026Q1: 154,212 shares; 2026Q2: 152,620 shares 152,620 $16.4M 0.18% -1,592 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: 40,385 shares; 2024Q4: 58,128 shares; 2025Q1: 57,561 shares; 2025Q2: 58,515 shares; 2025Q3: 59,049 shares; 2025Q4: 59,341 shares; 2026Q1: 62,211 shares; 2026Q2: 59,819 shares 59,819 $16.2M 0.18% -2,392 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: 75,207 shares; 2024Q4: 77,757 shares; 2025Q1: 78,792 shares; 2025Q2: 86,156 shares; 2025Q3: 88,788 shares; 2025Q4: 89,482 shares; 2026Q1: 94,015 shares; 2026Q2: 99,636 shares 99,636 $15.6M 0.17% +5,621 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: 117,906 shares; 2024Q4: 108,569 shares; 2025Q1: 95,039 shares; 2025Q2: 95,380 shares; 2025Q3: 95,518 shares; 2025Q4: 92,842 shares; 2026Q1: 93,949 shares; 2026Q2: 93,041 shares 93,041 $15.3M 0.17% -908 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: 36,072 shares; 2024Q4: 39,204 shares; 2025Q1: 34,377 shares; 2025Q2: 34,625 shares; 2025Q3: 35,750 shares; 2025Q4: 35,720 shares; 2026Q1: 34,285 shares; 2026Q2: 36,492 shares 36,492 $15.2M 0.17% +2,207 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: 121,731 shares; 2024Q4: 51,421 shares; 2025Q1: 51,970 shares; 2025Q2: 46,238 shares; 2025Q3: 45,779 shares; 2025Q4: 45,253 shares; 2026Q1: 41,327 shares; 2026Q2: 40,278 shares 40,278 $15.1M 0.17% -1,049 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: 429,962 shares; 2024Q4: 268,640 shares; 2025Q1: 232,688 shares; 2025Q2: 218,463 shares; 2025Q3: 214,159 shares; 2025Q4: 196,324 shares; 2026Q1: 191,220 shares; 2026Q2: 181,907 shares 181,907 $15M 0.16% -9,313 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: 35,630 shares; 2025Q1: 42,006 shares; 2025Q2: 42,092 shares; 2025Q3: 33,321 shares; 2025Q4: 33,321 shares; 2026Q1: 33,551 shares; 2026Q2: 33,955 shares 33,955 $14.8M 0.16% +404 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: 82,493 shares; 2024Q4: 82,493 shares; 2025Q1: 81,969 shares; 2025Q2: 81,394 shares; 2025Q3: 81,187 shares; 2025Q4: 89,407 shares; 2026Q1: 338,183 shares; 2026Q2: 330,369 shares 330,369 $14.7M 0.16% -7,814 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 384,302 shares; 2025Q1: 69,864 shares; 2025Q2: 376,481 shares; 2025Q3: 373,408 shares; 2025Q4: 368,467 shares; 2026Q1: 363,613 shares; 2026Q2: 362,880 shares 362,880 $14.6M 0.16% -733 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: not reported; 2024Q4: 314,034 shares; 2025Q1: 207,624 shares; 2025Q2: 214,451 shares; 2025Q3: 203,190 shares; 2025Q4: 201,853 shares; 2026Q1: 274,253 shares; 2026Q2: 273,721 shares 273,721 $14.3M 0.16% -532 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,458,028 shares; 2025Q3: 1,458,708 shares; 2025Q4: 1,385,100 shares; 2026Q1: 1,388,224 shares; 2026Q2: 1,361,251 shares 1,361,251 $14.3M 0.16% -26,973 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: 10,428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375,564 shares; 2026Q2: 381,671 shares 381,671 $14.1M 0.16% +6,107 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: 80,161 shares; 2024Q4: 195,006 shares; 2025Q1: 154,772 shares; 2025Q2: 160,843 shares; 2025Q3: 167,860 shares; 2025Q4: 166,710 shares; 2026Q1: 173,400 shares; 2026Q2: 180,722 shares 180,722 $14.1M 0.15% +7,322 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: 31,844 shares; 2024Q4: 47,104 shares; 2025Q1: 50,870 shares; 2025Q2: 51,558 shares; 2025Q3: 48,416 shares; 2025Q4: 44,294 shares; 2026Q1: 47,071 shares; 2026Q2: 47,132 shares 47,132 $14M 0.15% +61 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: 319,914 shares; 2024Q4: 304,356 shares; 2025Q1: 286,111 shares; 2025Q2: 253,462 shares; 2025Q3: 250,882 shares; 2025Q4: 230,222 shares; 2026Q1: 217,858 shares; 2026Q2: 203,399 shares 203,399 $13.9M 0.15% -14,459 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: 6,721 shares; 2024Q4: 6,579 shares; 2025Q1: 6,138 shares; 2025Q2: 6,076 shares; 2025Q3: 5,355 shares; 2025Q4: 5,037 shares; 2026Q1: 4,898 shares; 2026Q2: 45,351 shares 45,351 $13.7M 0.15% +40,453 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: 50,661 shares; 2024Q4: 48,958 shares; 2025Q1: 47,448 shares; 2025Q2: 48,486 shares; 2025Q3: 46,598 shares; 2025Q4: 45,837 shares; 2026Q1: 47,044 shares; 2026Q2: 47,599 shares 47,599 $13.4M 0.15% +555 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: 39,141 shares; 2024Q4: 47,833 shares; 2025Q1: 46,081 shares; 2025Q2: 45,261 shares; 2025Q3: 44,594 shares; 2025Q4: 46,153 shares; 2026Q1: 47,292 shares; 2026Q2: 48,809 shares 48,809 $13.3M 0.15% +1,517 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,842 shares; 2024Q4: 271,709 shares; 2025Q1: 270,694 shares; 2025Q2: 268,912 shares; 2025Q3: 269,091 shares; 2025Q4: 268,470 shares; 2026Q1: 268,819 shares; 2026Q2: 269,305 shares 269,305 $13.3M 0.15% +486 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: 21,749 shares; 2024Q4: 21,409 shares; 2025Q1: 20,165 shares; 2025Q2: 20,922 shares; 2025Q3: 20,505 shares; 2025Q4: 191,333 shares; 2026Q1: 206,564 shares; 2026Q2: 182,032 shares 182,032 $13M 0.14% -24,532 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: 46,552 shares; 2024Q4: 57,312 shares; 2025Q1: 55,369 shares; 2025Q2: 55,223 shares; 2025Q3: 54,648 shares; 2025Q4: 54,497 shares; 2026Q1: 56,197 shares; 2026Q2: 57,568 shares 57,568 $13M 0.14% +1,371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528,562 shares; 2026Q2: 528,348 shares 528,348 $12.8M 0.14% -214 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: 68,567 shares; 2024Q4: 91,725 shares; 2025Q1: 86,356 shares; 2025Q2: 88,180 shares; 2025Q3: 87,387 shares; 2025Q4: 88,143 shares; 2026Q1: 94,147 shares; 2026Q2: 90,586 shares 90,586 $12.3M 0.13% -3,561 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,753 shares; 2024Q4: 20,483 shares; 2025Q1: 17,819 shares; 2025Q2: 14,079 shares; 2025Q3: 16,229 shares; 2025Q4: 24,359 shares; 2026Q1: 227,698 shares; 2026Q2: 239,472 shares 239,472 $12.1M 0.13% +11,774 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: 153,581 shares; 2024Q4: 95,865 shares; 2025Q1: 97,320 shares; 2025Q2: 94,245 shares; 2025Q3: 93,700 shares; 2025Q4: 85,559 shares; 2026Q1: 84,909 shares; 2026Q2: 81,763 shares 81,763 $12.1M 0.13% -3,146 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: 95,071 shares; 2024Q4: 100,669 shares; 2025Q1: 85,264 shares; 2025Q2: 89,851 shares; 2025Q3: 90,260 shares; 2025Q4: 79,803 shares; 2026Q1: 81,385 shares; 2026Q2: 82,043 shares 82,043 $12M 0.13% +658 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: 26,354 shares; 2024Q4: 25,980 shares; 2025Q1: 22,642 shares; 2025Q2: 25,718 shares; 2025Q3: 24,940 shares; 2025Q4: 24,189 shares; 2026Q1: 22,967 shares; 2026Q2: 23,404 shares 23,404 $12M 0.13% +437 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: 13,270 shares; 2024Q4: 25,081 shares; 2025Q1: 24,860 shares; 2025Q2: 24,782 shares; 2025Q3: 28,880 shares; 2025Q4: 29,670 shares; 2026Q1: 34,273 shares; 2026Q2: 34,506 shares 34,506 $11.8M 0.13% +233 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: 29,786 shares; 2024Q4: 29,690 shares; 2025Q1: 28,870 shares; 2025Q2: 28,625 shares; 2025Q3: 30,586 shares; 2025Q4: 31,229 shares; 2026Q1: 31,470 shares; 2026Q2: 31,643 shares 31,643 $11.7M 0.13% +173 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: 38,546 shares; 2024Q4: 57,455 shares; 2025Q1: 56,606 shares; 2025Q2: 57,882 shares; 2025Q3: 57,880 shares; 2025Q4: 56,635 shares; 2026Q1: 437,230 shares; 2026Q2: 437,820 shares 437,820 $11.6M 0.13% +590 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: not reported; 2025Q3: 4,982 shares; 2025Q4: 4,593 shares; 2026Q1: 5,345 shares; 2026Q2: 5,101 shares 5,101 $11.6M 0.13% -244 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: 13,578 shares; 2024Q4: 12,493 shares; 2025Q1: 11,567 shares; 2025Q2: 12,304 shares; 2025Q3: 12,106 shares; 2025Q4: 12,010 shares; 2026Q1: 11,700 shares; 2026Q2: 11,203 shares 11,203 $11.3M 0.12% -497 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: 19,490 shares; 2024Q4: 20,166 shares; 2025Q1: 17,692 shares; 2025Q2: 17,679 shares; 2025Q3: 17,796 shares; 2025Q4: 18,637 shares; 2026Q1: 18,662 shares; 2026Q2: 18,094 shares 18,094 $10.8M 0.12% -568 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: 20,162 shares; 2024Q4: 19,231 shares; 2025Q1: 18,660 shares; 2025Q2: 20,423 shares; 2025Q3: 23,347 shares; 2025Q4: 22,654 shares; 2026Q1: 24,002 shares; 2026Q2: 25,350 shares 25,350 $10.8M 0.12% +1,348 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: 19,676 shares; 2024Q4: 11,692 shares; 2025Q1: 11,931 shares; 2025Q2: 8,358 shares; 2025Q3: 8,697 shares; 2025Q4: 9,394 shares; 2026Q1: 9,654 shares; 2026Q2: 9,103 shares 9,103 $10.7M 0.12% -551 Timeline VCLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,447 shares; 2026Q2: 141,849 shares 141,849 $10.7M 0.12% -4,598 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432,182 shares; 2026Q2: 449,900 shares 449,900 $10.5M 0.12% +17,718 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: 48,248 shares; 2024Q4: 10,541 shares; 2025Q1: 12,041 shares; 2025Q2: 24,506 shares; 2025Q3: 24,073 shares; 2025Q4: 23,601 shares; 2026Q1: 96,695 shares; 2026Q2: 96,185 shares 96,185 $10.2M 0.11% -510 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: 76,618 shares; 2024Q4: 136,987 shares; 2025Q1: 134,681 shares; 2025Q2: 136,044 shares; 2025Q3: 136,817 shares; 2025Q4: 137,943 shares; 2026Q1: 142,901 shares; 2026Q2: 142,105 shares 142,105 $10.2M 0.11% -796 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: 85,412 shares; 2024Q4: 111,349 shares; 2025Q1: 98,313 shares; 2025Q2: 110,551 shares; 2025Q3: 110,328 shares; 2025Q4: 107,415 shares; 2026Q1: 110,246 shares; 2026Q2: 106,178 shares 106,178 $10.2M 0.11% -4,068 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: 69,931 shares; 2024Q4: 70,444 shares; 2025Q1: 68,586 shares; 2025Q2: 69,208 shares; 2025Q3: 68,433 shares; 2025Q4: 66,504 shares; 2026Q1: 64,604 shares; 2026Q2: 62,807 shares 62,807 $10.2M 0.11% -1,797 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 155,449 shares; 2026Q2: 176,990 shares 176,990 $10.1M 0.11% +21,541 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: 209,554 shares; 2024Q4: 72,208 shares; 2025Q1: 68,896 shares; 2025Q2: 77,688 shares; 2025Q3: 68,973 shares; 2025Q4: 69,941 shares; 2026Q1: 71,027 shares; 2026Q2: 71,597 shares 71,597 $10M 0.11% +570 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,666 shares; 2024Q4: 44,105 shares; 2025Q1: 47,720 shares; 2025Q2: 51,155 shares; 2025Q3: 52,568 shares; 2025Q4: 53,302 shares; 2026Q1: 56,131 shares; 2026Q2: 47,633 shares 47,633 $9.96M 0.11% -8,498 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: 276,453 shares; 2024Q4: 114,546 shares; 2025Q1: 113,273 shares; 2025Q2: 103,571 shares; 2025Q3: 104,559 shares; 2025Q4: 93,299 shares; 2026Q1: 95,400 shares; 2026Q2: 97,241 shares 97,241 $9.94M 0.11% +1,841 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: 9,346 shares; 2024Q4: 24,612 shares; 2025Q1: 24,505 shares; 2025Q2: 24,651 shares; 2025Q3: 25,255 shares; 2025Q4: 25,913 shares; 2026Q1: 24,989 shares; 2026Q2: 24,364 shares 24,364 $9.92M 0.11% -625 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: 10,468 shares; 2024Q4: 12,115 shares; 2025Q1: 9,212 shares; 2025Q2: 10,348 shares; 2025Q3: 11,051 shares; 2025Q4: 10,799 shares; 2026Q1: 10,446 shares; 2026Q2: 78,188 shares 78,188 $9.75M 0.11% +67,742 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: 46,240 shares; 2024Q4: 41,214 shares; 2025Q1: 43,824 shares; 2025Q2: 33,169 shares; 2025Q3: 31,250 shares; 2025Q4: 29,490 shares; 2026Q1: 28,774 shares; 2026Q2: 28,089 shares 28,089 $9.63M 0.11% -685 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: 105,214 shares; 2024Q4: 102,689 shares; 2025Q1: 101,149 shares; 2025Q2: 100,729 shares; 2025Q3: 102,468 shares; 2025Q4: 101,892 shares; 2026Q1: 109,097 shares; 2026Q2: 109,444 shares 109,444 $9.61M 0.11% +347 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: 182,222 shares; 2024Q4: 180,516 shares; 2025Q1: 175,740 shares; 2025Q2: 140,853 shares; 2025Q3: 134,772 shares; 2025Q4: 124,182 shares; 2026Q1: 122,080 shares; 2026Q2: 125,338 shares 125,338 $9.59M 0.11% +3,258 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,853 shares; 2024Q4: 37,957 shares; 2025Q1: 46,247 shares; 2025Q2: 59,462 shares; 2025Q3: 62,014 shares; 2025Q4: 67,803 shares; 2026Q1: 71,993 shares; 2026Q2: 78,873 shares 78,873 $9.58M 0.11% +6,880 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: 6,830 shares; 2024Q4: 10,268 shares; 2025Q1: 13,265 shares; 2025Q2: 14,252 shares; 2025Q3: 14,779 shares; 2025Q4: 14,023 shares; 2026Q1: 13,600 shares; 2026Q2: 13,424 shares 13,424 $9.57M 0.11% -176 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: 16,554 shares; 2024Q4: 17,202 shares; 2025Q1: 15,541 shares; 2025Q2: 17,686 shares; 2025Q3: 18,037 shares; 2025Q4: 17,230 shares; 2026Q1: 18,158 shares; 2026Q2: 18,309 shares 18,309 $9.5M 0.1% +151 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: 117,411 shares; 2024Q4: 123,458 shares; 2025Q1: 101,522 shares; 2025Q2: 111,256 shares; 2025Q3: 109,503 shares; 2025Q4: 104,524 shares; 2026Q1: 103,986 shares; 2026Q2: 102,186 shares 102,186 $9.43M 0.1% -1,800 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: 51,710 shares; 2024Q4: 344,256 shares; 2025Q1: 196,734 shares; 2025Q2: 201,475 shares; 2025Q3: 192,679 shares; 2025Q4: 179,550 shares; 2026Q1: 179,828 shares; 2026Q2: 185,104 shares 185,104 $9.36M 0.1% +5,276 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,043 shares; 2024Q4: 67,180 shares; 2025Q1: 73,010 shares; 2025Q2: 85,385 shares; 2025Q3: 100,791 shares; 2025Q4: 104,099 shares; 2026Q1: 110,691 shares; 2026Q2: 114,514 shares 114,514 $9.16M 0.1% +3,823 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 134,770 shares; 2025Q1: 285,815 shares; 2025Q2: 294,542 shares; 2025Q3: 294,668 shares; 2025Q4: 294,571 shares; 2026Q1: 293,681 shares; 2026Q2: 293,265 shares 293,265 $9.12M 0.1% -416 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,743 shares; 2024Q4: 43,453 shares; 2025Q1: 43,395 shares; 2025Q2: 43,257 shares; 2025Q3: 43,340 shares; 2025Q4: 43,503 shares; 2026Q1: 43,443 shares; 2026Q2: 43,481 shares 43,481 $9.1M 0.1% +38 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: 91,979 shares; 2024Q4: 118,585 shares; 2025Q1: 108,775 shares; 2025Q2: 117,925 shares; 2025Q3: 115,078 shares; 2025Q4: 108,561 shares; 2026Q1: 104,723 shares; 2026Q2: 100,143 shares 100,143 $9.09M 0.1% -4,580 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: 25,301 shares; 2024Q4: 25,093 shares; 2025Q1: 23,535 shares; 2025Q2: 21,058 shares; 2025Q3: 21,155 shares; 2025Q4: 21,190 shares; 2026Q1: 20,651 shares; 2026Q2: 101,916 shares 101,916 $8.96M 0.1% +81,265 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: 7,893 shares; 2024Q4: 8,084 shares; 2025Q1: 8,895 shares; 2025Q2: 8,730 shares; 2025Q3: 8,591 shares; 2025Q4: 8,659 shares; 2026Q1: 9,586 shares; 2026Q2: 11,633 shares 11,633 $8.87M 0.1% +2,047 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: 77,191 shares; 2024Q4: 160,194 shares; 2025Q1: 114,923 shares; 2025Q2: 113,622 shares; 2025Q3: 112,773 shares; 2025Q4: 70,052 shares; 2026Q1: 106,511 shares; 2026Q2: 110,542 shares 110,542 $8.74M 0.1% +4,031 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,713 shares; 2026Q2: 167,029 shares 167,029 $8.48M 0.09% +21,316 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: 34,352 shares; 2024Q4: 37,456 shares; 2025Q1: 38,693 shares; 2025Q2: 35,290 shares; 2025Q3: 33,605 shares; 2025Q4: 32,400 shares; 2026Q1: 30,589 shares; 2026Q2: 31,461 shares 31,461 $8.46M 0.09% +872 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: 18,035 shares; 2024Q4: 23,305 shares; 2025Q1: 22,529 shares; 2025Q2: 22,963 shares; 2025Q3: 23,989 shares; 2025Q4: 24,600 shares; 2026Q1: 25,767 shares; 2026Q2: 24,888 shares 24,888 $8.42M 0.09% -879 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: 48,743 shares; 2024Q4: 54,606 shares; 2025Q1: 56,835 shares; 2025Q2: 58,907 shares; 2025Q3: 58,997 shares; 2025Q4: 67,117 shares; 2026Q1: 70,666 shares; 2026Q2: 71,147 shares 71,147 $8.3M 0.09% +481 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: 69,936 shares; 2024Q4: 65,050 shares; 2025Q1: 59,131 shares; 2025Q2: 62,151 shares; 2025Q3: 63,590 shares; 2025Q4: 73,357 shares; 2026Q1: 79,251 shares; 2026Q2: 80,162 shares 80,162 $8.29M 0.09% +911 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: 13,043 shares; 2024Q4: 27,331 shares; 2025Q1: 24,462 shares; 2025Q2: 25,917 shares; 2025Q3: 26,262 shares; 2025Q4: 26,669 shares; 2026Q1: 25,469 shares; 2026Q2: 24,174 shares 24,174 $8.26M 0.09% -1,295 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: 6,900 shares; 2024Q4: 6,613 shares; 2025Q1: 6,268 shares; 2025Q2: 7,672 shares; 2025Q3: 10,857 shares; 2025Q4: 8,716 shares; 2026Q1: 8,724 shares; 2026Q2: 8,550 shares 8,550 $8.26M 0.09% -174 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,995 shares; 2024Q4: 11,715 shares; 2025Q1: 11,485 shares; 2025Q2: 3,427 shares; 2025Q3: 3,787 shares; 2025Q4: 11,150 shares; 2026Q1: 97,480 shares; 2026Q2: 94,199 shares 94,199 $8.14M 0.09% -3,281 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: 15,487 shares; 2024Q4: 17,723 shares; 2025Q1: 19,169 shares; 2025Q2: 16,303 shares; 2025Q3: 15,777 shares; 2025Q4: 14,592 shares; 2026Q1: 23,378 shares; 2026Q2: 21,997 shares 21,997 $8.1M 0.09% -1,381 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,699 shares; 2024Q4: 117,042 shares; 2025Q1: 112,574 shares; 2025Q2: 96,713 shares; 2025Q3: 95,116 shares; 2025Q4: 93,482 shares; 2026Q1: 92,207 shares; 2026Q2: 91,946 shares 91,946 $8.06M 0.09% -261 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514,233 shares; 2026Q2: 505,659 shares 505,659 $8.03M 0.09% -8,574 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: 142,966 shares; 2024Q4: 130,979 shares; 2025Q1: 135,109 shares; 2025Q2: 137,462 shares; 2025Q3: 131,896 shares; 2025Q4: 127,669 shares; 2026Q1: 131,619 shares; 2026Q2: 68,155 shares 68,155 $8.02M 0.09% -63,464 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: 18,981 shares; 2024Q4: 23,868 shares; 2025Q1: 21,861 shares; 2025Q2: 20,350 shares; 2025Q3: 24,233 shares; 2025Q4: 24,706 shares; 2026Q1: 22,954 shares; 2026Q2: 20,162 shares 20,162 $8.01M 0.09% -2,792 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,163 shares; 2024Q4: 22,257 shares; 2025Q1: 19,990 shares; 2025Q2: 21,812 shares; 2025Q3: 21,466 shares; 2025Q4: 20,896 shares; 2026Q1: 17,320 shares; 2026Q2: 18,213 shares 18,213 $7.75M 0.09% +893 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: 7,063 shares; 2024Q4: 14,274 shares; 2025Q1: 11,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,873 shares; 2026Q2: 334,080 shares 334,080 $7.73M 0.08% +29,207 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: 5,088 shares; 2024Q4: 4,504 shares; 2025Q1: 4,809 shares; 2025Q2: 5,323 shares; 2025Q3: 15,104 shares; 2025Q4: 15,129 shares; 2026Q1: 15,117 shares; 2026Q2: 14,724 shares 14,724 $7.69M 0.08% -393 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: 71,850 shares; 2024Q4: 70,179 shares; 2025Q1: 65,381 shares; 2025Q2: 58,652 shares; 2025Q3: 57,851 shares; 2025Q4: 57,863 shares; 2026Q1: 55,461 shares; 2026Q2: 53,521 shares 53,521 $7.62M 0.08% -1,940 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 121,640 shares; 2026Q2: 143,372 shares 143,372 $7.61M 0.08% +21,732 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: 28,176 shares; 2024Q4: 28,171 shares; 2025Q1: 29,158 shares; 2025Q2: 30,555 shares; 2025Q3: 31,111 shares; 2025Q4: 29,124 shares; 2026Q1: 34,825 shares; 2026Q2: 34,945 shares 34,945 $7.56M 0.08% +120 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: 229,813 shares; 2024Q4: 133,218 shares; 2025Q1: 131,525 shares; 2025Q2: 126,626 shares; 2025Q3: 124,556 shares; 2025Q4: 126,084 shares; 2026Q1: 129,588 shares; 2026Q2: 128,422 shares 128,422 $7.4M 0.08% -1,166 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: 14,441 shares; 2024Q4: 15,444 shares; 2025Q1: 14,765 shares; 2025Q2: 14,611 shares; 2025Q3: 14,238 shares; 2025Q4: 13,878 shares; 2026Q1: 15,208 shares; 2026Q2: 14,438 shares 14,438 $7.36M 0.08% -770 Timeline SNPE 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: 125,380 shares; 2024Q4: 118,397 shares; 2025Q1: 117,641 shares; 2025Q2: 117,188 shares; 2025Q3: 117,062 shares; 2025Q4: 109,105 shares; 2026Q1: 108,206 shares; 2026Q2: 106,467 shares 106,467 $7.33M 0.08% -1,739 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: 38,117 shares; 2024Q4: 48,010 shares; 2025Q1: 41,482 shares; 2025Q2: 45,348 shares; 2025Q3: 50,313 shares; 2025Q4: 51,514 shares; 2026Q1: 53,004 shares; 2026Q2: 48,013 shares 48,013 $7.27M 0.08% -4,991 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: 18,408 shares; 2024Q4: 18,150 shares; 2025Q1: 15,788 shares; 2025Q2: 21,702 shares; 2025Q3: 20,380 shares; 2025Q4: 40,144 shares; 2026Q1: 40,178 shares; 2026Q2: 37,583 shares 37,583 $7.16M 0.08% -2,595 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: 39,943 shares; 2024Q4: 35,455 shares; 2025Q1: 32,366 shares; 2025Q2: 39,582 shares; 2025Q3: 39,754 shares; 2025Q4: 38,464 shares; 2026Q1: 38,594 shares; 2026Q2: 35,136 shares 35,136 $7.05M 0.08% -3,458 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: 77,608 shares; 2024Q4: 91,225 shares; 2025Q1: 94,552 shares; 2025Q2: 94,450 shares; 2025Q3: 96,045 shares; 2025Q4: 92,917 shares; 2026Q1: 93,854 shares; 2026Q2: 90,592 shares 90,592 $7.02M 0.08% -3,262 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,737 shares; 2024Q4: 147,572 shares; 2025Q1: 138,157 shares; 2025Q2: 136,746 shares; 2025Q3: 140,223 shares; 2025Q4: 141,823 shares; 2026Q1: 141,826 shares; 2026Q2: 140,832 shares 140,832 $6.91M 0.08% -994 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: 287,067 shares; 2024Q4: 182,574 shares; 2025Q1: 151,655 shares; 2025Q2: 182,681 shares; 2025Q3: 210,594 shares; 2025Q4: 168,040 shares; 2026Q1: 169,470 shares; 2026Q2: 163,178 shares 163,178 $6.91M 0.08% -6,292 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: 44,897 shares; 2024Q4: 44,433 shares; 2025Q1: 35,348 shares; 2025Q2: 28,752 shares; 2025Q3: 34,385 shares; 2025Q4: 40,649 shares; 2026Q1: 35,536 shares; 2026Q2: 39,002 shares 39,002 $6.88M 0.08% +3,466 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: 49,539 shares; 2024Q4: 52,913 shares; 2025Q1: 45,595 shares; 2025Q2: 47,472 shares; 2025Q3: 46,966 shares; 2025Q4: 41,922 shares; 2026Q1: 52,787 shares; 2026Q2: 47,334 shares 47,334 $6.84M 0.08% -5,453 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,553 shares; 2024Q4: 47,168 shares; 2025Q1: 8,841 shares; 2025Q2: 45,018 shares; 2025Q3: 45,053 shares; 2025Q4: 45,275 shares; 2026Q1: 45,512 shares; 2026Q2: 45,277 shares 45,277 $6.8M 0.07% -235 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: 4,974 shares; 2024Q4: 4,799 shares; 2025Q1: 4,330 shares; 2025Q2: 60,187 shares; 2025Q3: 61,981 shares; 2025Q4: 60,177 shares; 2026Q1: 68,865 shares; 2026Q2: 72,333 shares 72,333 $6.66M 0.07% +3,468 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: 17,679 shares; 2024Q4: 19,048 shares; 2025Q1: 18,206 shares; 2025Q2: 18,456 shares; 2025Q3: 18,500 shares; 2025Q4: 19,279 shares; 2026Q1: 19,788 shares; 2026Q2: 18,320 shares 18,320 $6.63M 0.07% -1,468 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: 46,397 shares; 2024Q4: 44,771 shares; 2025Q1: 42,501 shares; 2025Q2: 43,093 shares; 2025Q3: 48,572 shares; 2025Q4: 50,449 shares; 2026Q1: 51,512 shares; 2026Q2: 52,131 shares 52,131 $6.6M 0.07% +619 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: 87,768 shares; 2024Q4: 50,839 shares; 2025Q1: 61,370 shares; 2025Q2: 75,319 shares; 2025Q3: 77,390 shares; 2025Q4: 82,797 shares; 2026Q1: 85,867 shares; 2026Q2: 91,256 shares 91,256 $6.59M 0.07% +5,389 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: 117,202 shares; 2024Q4: 100,659 shares; 2025Q1: 96,214 shares; 2025Q2: 104,326 shares; 2025Q3: 102,651 shares; 2025Q4: 95,138 shares; 2026Q1: 93,259 shares; 2026Q2: 86,982 shares 86,982 $6.57M 0.07% -6,277 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,730 shares; 2026Q1: 178,739 shares; 2026Q2: 200,728 shares 200,728 $6.52M 0.07% +21,989 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 122,920 shares; 2025Q1: 61,460 shares; 2025Q2: 61,460 shares; 2025Q3: 62,196 shares; 2025Q4: 61,460 shares; 2026Q1: 61,460 shares; 2026Q2: 61,460 shares 61,460 $6.52M 0.07% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,285 shares; 2024Q4: 140,359 shares; 2025Q1: 138,020 shares; 2025Q2: 136,294 shares; 2025Q3: 133,150 shares; 2025Q4: 140,231 shares; 2026Q1: 133,818 shares; 2026Q2: 130,781 shares 130,781 $6.46M 0.07% -3,037 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,826 shares; 2024Q4: 76,828 shares; 2025Q1: 67,896 shares; 2025Q2: 58,877 shares; 2025Q3: 60,201 shares; 2025Q4: 61,551 shares; 2026Q1: 269,300 shares; 2026Q2: 272,726 shares 272,726 $6.33M 0.07% +3,426 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: 7,314 shares; 2024Q4: 7,785 shares; 2025Q1: 5,496 shares; 2025Q2: 5,645 shares; 2025Q3: 6,196 shares; 2025Q4: 6,729 shares; 2026Q1: 7,009 shares; 2026Q2: 6,423 shares 6,423 $6.28M 0.07% -586 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,523 shares; 2024Q4: 58,592 shares; 2025Q1: 62,752 shares; 2025Q2: 64,861 shares; 2025Q3: 64,281 shares; 2025Q4: 62,530 shares; 2026Q1: 62,405 shares; 2026Q2: 60,259 shares 60,259 $6.26M 0.07% -2,146 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: 24,969 shares; 2024Q4: 24,801 shares; 2025Q1: 22,216 shares; 2025Q2: 23,061 shares; 2025Q3: 22,846 shares; 2025Q4: 21,175 shares; 2026Q1: 20,453 shares; 2026Q2: 19,729 shares 19,729 $6.21M 0.07% -724 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: 5,079 shares; 2024Q4: 6,692 shares; 2025Q1: 5,557 shares; 2025Q2: 9,402 shares; 2025Q3: 11,409 shares; 2025Q4: 10,348 shares; 2026Q1: 10,303 shares; 2026Q2: 9,711 shares 9,711 $6.2M 0.07% -592 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: 31,439 shares; 2024Q4: 30,787 shares; 2025Q1: 28,283 shares; 2025Q2: 29,078 shares; 2025Q3: 34,571 shares; 2025Q4: 33,223 shares; 2026Q1: 38,611 shares; 2026Q2: 39,193 shares 39,193 $6.14M 0.07% +582 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: 6,916 shares; 2024Q4: 9,239 shares; 2025Q1: 8,199 shares; 2025Q2: 8,737 shares; 2025Q3: 8,298 shares; 2025Q4: 8,597 shares; 2026Q1: 8,149 shares; 2026Q2: 8,015 shares 8,015 $6.06M 0.07% -134 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: 31,454 shares; 2024Q4: 29,642 shares; 2025Q1: 28,616 shares; 2025Q2: 27,152 shares; 2025Q3: 27,472 shares; 2025Q4: 27,618 shares; 2026Q1: 28,519 shares; 2026Q2: 27,106 shares 27,106 $5.98M 0.07% -1,413 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: 11,797 shares; 2024Q4: 13,744 shares; 2025Q1: 11,343 shares; 2025Q2: 11,329 shares; 2025Q3: 11,088 shares; 2025Q4: 11,408 shares; 2026Q1: 11,228 shares; 2026Q2: 11,918 shares 11,918 $5.98M 0.07% +690 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,947 shares; 2024Q4: 111,716 shares; 2025Q1: 133,428 shares; 2025Q2: 162,897 shares; 2025Q3: 153,875 shares; 2025Q4: 144,752 shares; 2026Q1: 154,476 shares; 2026Q2: 153,534 shares 153,534 $5.87M 0.06% -942 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: 48,866 shares; 2024Q4: 127,964 shares; 2025Q1: 123,028 shares; 2025Q2: 118,601 shares; 2025Q3: 120,236 shares; 2025Q4: 117,028 shares; 2026Q1: 106,820 shares; 2026Q2: 121,486 shares 121,486 $5.82M 0.06% +14,666 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: 11,804 shares; 2024Q4: 22,981 shares; 2025Q1: 22,759 shares; 2025Q2: 49,756 shares; 2025Q3: 48,661 shares; 2025Q4: 49,690 shares; 2026Q1: 145,544 shares; 2026Q2: 157,682 shares 157,682 $5.7M 0.06% +12,138 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: 6,924 shares; 2025Q1: 6,587 shares; 2025Q2: 6,676 shares; 2025Q3: 6,571 shares; 2025Q4: 6,584 shares; 2026Q1: 6,348 shares; 2026Q2: 5,892 shares 5,892 $5.67M 0.06% -456 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: 92,535 shares; 2024Q4: 91,901 shares; 2025Q1: 133,863 shares; 2025Q2: 148,896 shares; 2025Q3: 153,945 shares; 2025Q4: 139,054 shares; 2026Q1: 148,513 shares; 2026Q2: 154,111 shares 154,111 $5.67M 0.06% +5,598 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: 41,819 shares; 2024Q4: 38,259 shares; 2025Q1: 39,350 shares; 2025Q2: 37,956 shares; 2025Q3: 35,722 shares; 2025Q4: 36,455 shares; 2026Q1: 32,964 shares; 2026Q2: 30,512 shares 30,512 $5.64M 0.06% -2,452 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: 14,726 shares; 2024Q4: 70,684 shares; 2025Q1: 108,934 shares; 2025Q2: 122,124 shares; 2025Q3: 117,467 shares; 2025Q4: 110,899 shares; 2026Q1: 110,321 shares; 2026Q2: 111,285 shares 111,285 $5.61M 0.06% +964 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,498 shares; 2026Q2: 100,455 shares 100,455 $5.58M 0.06% +6,957 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: 9,067 shares; 2024Q4: 8,383 shares; 2025Q1: 7,431 shares; 2025Q2: 7,734 shares; 2025Q3: 7,365 shares; 2025Q4: 7,914 shares; 2026Q1: 7,964 shares; 2026Q2: 7,736 shares 7,736 $5.57M 0.06% -228 Timeline XLRE 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: 142,801 shares; 2024Q4: 150,767 shares; 2025Q1: 151,752 shares; 2025Q2: 152,483 shares; 2025Q3: 136,578 shares; 2025Q4: 136,763 shares; 2026Q1: 132,141 shares; 2026Q2: 125,974 shares 125,974 $5.55M 0.06% -6,167 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: 29,163 shares; 2024Q4: 41,744 shares; 2025Q1: 38,422 shares; 2025Q2: 42,138 shares; 2025Q3: 36,378 shares; 2025Q4: 36,240 shares; 2026Q1: 38,736 shares; 2026Q2: 38,601 shares 38,601 $5.53M 0.06% -135 Timeline JPIE 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: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 164,988 shares; 2026Q1: 241,843 shares; 2026Q2: 119,274 shares 119,274 $5.49M 0.06% -122,569 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: 335,814 shares; 2024Q4: 258,014 shares; 2025Q1: 260,398 shares; 2025Q2: 285,465 shares; 2025Q3: 285,450 shares; 2025Q4: 269,925 shares; 2026Q1: 280,628 shares; 2026Q2: 264,865 shares 264,865 $5.48M 0.06% -15,763 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: 54,667 shares; 2024Q4: 54,532 shares; 2025Q1: 47,354 shares; 2025Q2: 47,852 shares; 2025Q3: 48,533 shares; 2025Q4: 45,464 shares; 2026Q1: 46,209 shares; 2026Q2: 42,988 shares 42,988 $5.43M 0.06% -3,221 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: 155,865 shares; 2024Q4: 146,064 shares; 2025Q1: 68,503 shares; 2025Q2: 55,504 shares; 2025Q3: 63,103 shares; 2025Q4: 64,913 shares; 2026Q1: 216,094 shares; 2026Q2: 236,265 shares 236,265 $5.38M 0.06% +20,171 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,418 shares 56,418 $5.25M 0.06% new 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: 43,921 shares; 2024Q4: 42,178 shares; 2025Q1: 43,657 shares; 2025Q2: 49,487 shares; 2025Q3: 64,305 shares; 2025Q4: 54,257 shares; 2026Q1: 56,420 shares; 2026Q2: 54,018 shares 54,018 $5.17M 0.06% -2,402 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,497 shares; 2025Q1: 1,379 shares; 2025Q2: 1,266 shares; 2025Q3: 1,225 shares; 2025Q4: 1,158 shares; 2026Q1: 1,330 shares; 2026Q2: 28,897 shares 28,897 $5.17M 0.06% +27,567 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: 25,445 shares; 2025Q1: 21,020 shares; 2025Q2: 22,719 shares; 2025Q3: 25,731 shares; 2025Q4: 24,264 shares; 2026Q1: 24,808 shares; 2026Q2: 30,151 shares 30,151 $5.12M 0.06% +5,343 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: 18,272 shares; 2024Q4: 20,758 shares; 2025Q1: 17,092 shares; 2025Q2: 18,757 shares; 2025Q3: 17,259 shares; 2025Q4: 19,550 shares; 2026Q1: 21,092 shares; 2026Q2: 22,902 shares 22,902 $5.1M 0.06% +1,810 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: 13,938 shares; 2024Q4: 13,047 shares; 2025Q1: 13,121 shares; 2025Q2: 11,256 shares; 2025Q3: 10,048 shares; 2025Q4: 10,081 shares; 2026Q1: 11,095 shares; 2026Q2: 10,239 shares 10,239 $5.03M 0.06% -856 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,633 shares; 2024Q4: 23,179 shares; 2025Q1: 23,134 shares; 2025Q2: 24,368 shares; 2025Q3: 24,332 shares; 2025Q4: 24,146 shares; 2026Q1: 26,185 shares; 2026Q2: 25,217 shares 25,217 $4.98M 0.05% -968 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,164 shares; 2024Q4: 18,639 shares; 2025Q1: 15,868 shares; 2025Q2: 16,480 shares; 2025Q3: 15,757 shares; 2025Q4: 14,726 shares; 2026Q1: 15,960 shares; 2026Q2: 16,586 shares 16,586 $4.86M 0.05% +626 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: 7,673 shares; 2024Q4: 8,975 shares; 2025Q1: 5,839 shares; 2025Q2: 4,821 shares; 2025Q3: 5,586 shares; 2025Q4: 7,597 shares; 2026Q1: 8,677 shares; 2026Q2: 11,224 shares 11,224 $4.84M 0.05% +2,547 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,131 shares; 2024Q4: 7,513 shares; 2025Q1: 7,574 shares; 2025Q2: 7,310 shares; 2025Q3: 7,645 shares; 2025Q4: 8,003 shares; 2026Q1: 7,501 shares; 2026Q2: 7,323 shares 7,323 $4.8M 0.05% -178 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: 63,975 shares; 2024Q4: 77,379 shares; 2025Q1: 76,835 shares; 2025Q2: 46,767 shares; 2025Q3: 46,541 shares; 2025Q4: 46,123 shares; 2026Q1: 45,529 shares; 2026Q2: 43,505 shares 43,505 $4.8M 0.05% -2,024 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: 33,671 shares; 2024Q4: 30,492 shares; 2025Q1: 29,584 shares; 2025Q2: 29,494 shares; 2025Q3: 29,550 shares; 2025Q4: 29,450 shares; 2026Q1: 32,844 shares; 2026Q2: 36,284 shares 36,284 $4.8M 0.05% +3,440 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: 12,995 shares; 2024Q4: 16,260 shares; 2025Q1: 12,968 shares; 2025Q2: 13,347 shares; 2025Q3: 12,888 shares; 2025Q4: 11,025 shares; 2026Q1: 11,932 shares; 2026Q2: 15,961 shares 15,961 $4.75M 0.05% +4,029 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,563 shares; 2026Q1: 29,070 shares; 2026Q2: 28,820 shares 28,820 $4.7M 0.05% -250 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: 95,670 shares; 2024Q4: 92,123 shares; 2025Q1: 88,755 shares; 2025Q2: 90,658 shares; 2025Q3: 90,999 shares; 2025Q4: 88,059 shares; 2026Q1: 88,607 shares; 2026Q2: 77,407 shares 77,407 $4.68M 0.05% -11,200 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: 45,432 shares; 2024Q4: 79,328 shares; 2025Q1: 80,308 shares; 2025Q2: 93,464 shares; 2025Q3: 93,816 shares; 2025Q4: 73,763 shares; 2026Q1: 82,474 shares; 2026Q2: 79,602 shares 79,602 $4.6M 0.05% -2,872 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: 43,183 shares; 2024Q4: 42,081 shares; 2025Q1: 32,478 shares; 2025Q2: 33,680 shares; 2025Q3: 31,667 shares; 2025Q4: 28,031 shares; 2026Q1: 27,850 shares; 2026Q2: 31,454 shares 31,454 $4.6M 0.05% +3,604 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: 69,115 shares; 2024Q4: 73,354 shares; 2025Q1: 63,104 shares; 2025Q2: 53,448 shares; 2025Q3: 52,471 shares; 2025Q4: 52,908 shares; 2026Q1: 49,562 shares; 2026Q2: 48,476 shares 48,476 $4.58M 0.05% -1,086 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,396 shares; 2024Q4: 62,023 shares; 2025Q1: 58,482 shares; 2025Q2: 60,672 shares; 2025Q3: 56,713 shares; 2025Q4: 54,658 shares; 2026Q1: 61,627 shares; 2026Q2: 62,171 shares 62,171 $4.56M 0.05% +544 Timeline PFM 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: 107,006 shares; 2024Q4: 107,006 shares; 2025Q1: 105,521 shares; 2025Q2: 105,410 shares; 2025Q3: 105,389 shares; 2025Q4: 95,074 shares; 2026Q1: 93,718 shares; 2026Q2: 81,858 shares 81,858 $4.54M 0.05% -11,860 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,262 shares; 2024Q4: 21,355 shares; 2025Q1: 20,649 shares; 2025Q2: 16,416 shares; 2025Q3: 16,377 shares; 2025Q4: 15,387 shares; 2026Q1: 18,108 shares; 2026Q2: 18,409 shares 18,409 $4.53M 0.05% +301 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: 59,052 shares; 2024Q4: 35,526 shares; 2025Q1: 38,428 shares; 2025Q2: 38,209 shares; 2025Q3: 38,889 shares; 2025Q4: 38,164 shares; 2026Q1: 38,837 shares; 2026Q2: 28,672 shares 28,672 $4.53M 0.05% -10,165 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: 19,002 shares; 2024Q4: 19,005 shares; 2025Q1: 18,701 shares; 2025Q2: 15,376 shares; 2025Q3: 15,826 shares; 2025Q4: 16,265 shares; 2026Q1: 17,736 shares; 2026Q2: 16,200 shares 16,200 $4.38M 0.05% -1,536 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: 19,242 shares; 2024Q4: 20,017 shares; 2025Q1: 19,580 shares; 2025Q2: 17,876 shares; 2025Q3: 19,602 shares; 2025Q4: 19,407 shares; 2026Q1: 22,116 shares; 2026Q2: 17,121 shares 17,121 $4.37M 0.05% -4,995 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: 8,866 shares; 2024Q4: 8,864 shares; 2025Q1: 8,935 shares; 2025Q2: 9,974 shares; 2025Q3: 59,746 shares; 2025Q4: 68,219 shares; 2026Q1: 68,173 shares; 2026Q2: 70,647 shares 70,647 $4.34M 0.05% +2,474 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,479 shares; 2024Q4: 61,215 shares; 2025Q1: 58,291 shares; 2025Q2: 57,274 shares; 2025Q3: 57,911 shares; 2025Q4: 56,630 shares; 2026Q1: 54,821 shares; 2026Q2: 56,581 shares 56,581 $4.32M 0.05% +1,760 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,221 shares; 2024Q4: 34,081 shares; 2025Q1: 40,775 shares; 2025Q2: 60,483 shares; 2025Q3: 60,586 shares; 2025Q4: 60,392 shares; 2026Q1: 117,679 shares; 2026Q2: 115,878 shares 115,878 $4.27M 0.05% -1,801 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: 47,664 shares; 2024Q4: 67,988 shares; 2025Q1: 69,869 shares; 2025Q2: 63,173 shares; 2025Q3: 57,743 shares; 2025Q4: 46,091 shares; 2026Q1: 46,613 shares; 2026Q2: 46,549 shares 46,549 $4.27M 0.05% -64 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: 225,187 shares; 2024Q4: 169,328 shares; 2025Q1: 175,799 shares; 2025Q2: 181,463 shares; 2025Q3: 175,088 shares; 2025Q4: 165,274 shares; 2026Q1: 182,908 shares; 2026Q2: 176,708 shares 176,708 $4.26M 0.05% -6,200 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: 15,913 shares; 2024Q4: 54,017 shares; 2025Q1: 14,894 shares; 2025Q2: 53,978 shares; 2025Q3: 53,616 shares; 2025Q4: 51,318 shares; 2026Q1: 51,280 shares; 2026Q2: 44,321 shares 44,321 $4.24M 0.05% -6,959 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: 19,172 shares; 2024Q4: 18,923 shares; 2025Q1: 15,935 shares; 2025Q2: 14,871 shares; 2025Q3: 15,863 shares; 2025Q4: 15,771 shares; 2026Q1: 14,061 shares; 2026Q2: 13,456 shares 13,456 $4.23M 0.05% -605 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,494 shares; 2024Q4: 103,029 shares; 2025Q1: 99,635 shares; 2025Q2: 75,165 shares; 2025Q3: 75,092 shares; 2025Q4: 74,962 shares; 2026Q1: 73,534 shares; 2026Q2: 73,214 shares 73,214 $4.22M 0.05% -320 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: 15,740 shares; 2024Q4: 15,471 shares; 2025Q1: 14,915 shares; 2025Q2: 15,057 shares; 2025Q3: 15,043 shares; 2025Q4: 13,970 shares; 2026Q1: 14,553 shares; 2026Q2: 12,632 shares 12,632 $4.17M 0.05% -1,921 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: 59,654 shares; 2024Q4: 50,034 shares; 2025Q1: 48,514 shares; 2025Q2: 53,699 shares; 2025Q3: 52,487 shares; 2025Q4: 45,505 shares; 2026Q1: 41,145 shares; 2026Q2: 40,788 shares 40,788 $4.17M 0.05% -357 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,711 shares; 2024Q4: 17,813 shares; 2025Q1: 13,694 shares; 2025Q2: 10,647 shares; 2025Q3: 9,233 shares; 2025Q4: 9,413 shares; 2026Q1: 13,086 shares; 2026Q2: 18,137 shares 18,137 $4.16M 0.05% +5,051 Timeline QQEW 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: 32,355 shares; 2024Q4: 31,311 shares; 2025Q1: 30,706 shares; 2025Q2: 29,819 shares; 2025Q3: 29,664 shares; 2025Q4: 26,755 shares; 2026Q1: 26,080 shares; 2026Q2: 26,080 shares 26,080 $4.16M 0.05% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,161 shares; 2026Q2: 111,566 shares 111,566 $4.16M 0.05% +89,405 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: 13,428 shares; 2024Q4: 12,374 shares; 2025Q1: 11,604 shares; 2025Q2: 12,341 shares; 2025Q3: 11,158 shares; 2025Q4: 12,301 shares; 2026Q1: 11,781 shares; 2026Q2: 10,435 shares 10,435 $4.15M 0.05% -1,346 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,153 shares; 2024Q4: 75,437 shares; 2025Q1: 75,582 shares; 2025Q2: 95,141 shares; 2025Q3: 110,019 shares; 2025Q4: 99,343 shares; 2026Q1: 98,950 shares; 2026Q2: 95,839 shares 95,839 $4.06M 0.04% -3,111 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: 10,448 shares; 2024Q4: 10,530 shares; 2025Q1: 10,754 shares; 2025Q2: 21,707 shares; 2025Q3: 23,051 shares; 2025Q4: 22,823 shares; 2026Q1: 24,106 shares; 2026Q2: 25,252 shares 25,252 $4.01M 0.04% +1,146 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: 78,135 shares; 2024Q4: 75,431 shares; 2025Q1: 69,125 shares; 2025Q2: 68,155 shares; 2025Q3: 67,555 shares; 2025Q4: 61,144 shares; 2026Q1: 78,368 shares; 2026Q2: 76,632 shares 76,632 $3.97M 0.04% -1,736 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: 31,102 shares; 2024Q4: 31,108 shares; 2025Q1: 30,824 shares; 2025Q2: 30,494 shares; 2025Q3: 30,308 shares; 2025Q4: 28,698 shares; 2026Q1: 27,948 shares; 2026Q2: 27,376 shares 27,376 $3.96M 0.04% -572 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: 22,249 shares; 2026Q2: 20,940 shares 20,940 $3.95M 0.04% -1,309 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: 8,592 shares; 2024Q4: 11,899 shares; 2025Q1: 10,491 shares; 2025Q2: 11,037 shares; 2025Q3: 12,089 shares; 2025Q4: 12,157 shares; 2026Q1: 12,111 shares; 2026Q2: 11,435 shares 11,435 $3.94M 0.04% -676 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,722 shares; 2024Q4: 269,609 shares; 2025Q1: 269,069 shares; 2025Q2: 272,310 shares; 2025Q3: 296,258 shares; 2025Q4: 232,024 shares; 2026Q1: 233,074 shares; 2026Q2: 232,239 shares 232,239 $3.94M 0.04% -835 Timeline BBJP 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: 53,836 shares; 2024Q4: 51,128 shares; 2025Q1: 52,419 shares; 2025Q2: 51,735 shares; 2025Q3: 51,245 shares; 2025Q4: 52,472 shares; 2026Q1: 53,494 shares; 2026Q2: 52,078 shares 52,078 $3.92M 0.04% -1,416 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,388 shares; 2024Q4: 7,251 shares; 2025Q1: 7,374 shares; 2025Q2: 8,821 shares; 2025Q3: 8,994 shares; 2025Q4: 8,187 shares; 2026Q1: 7,750 shares; 2026Q2: 8,529 shares 8,529 $3.92M 0.04% +779 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: 48,362 shares; 2024Q4: 48,362 shares; 2025Q1: 48,673 shares; 2025Q2: 48,102 shares; 2025Q3: 48,032 shares; 2025Q4: 48,980 shares; 2026Q1: 50,506 shares; 2026Q2: 49,184 shares 49,184 $3.91M 0.04% -1,322 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: 17,578 shares; 2024Q4: 24,075 shares; 2025Q1: 23,532 shares; 2025Q2: 23,417 shares; 2025Q3: 23,644 shares; 2025Q4: 23,698 shares; 2026Q1: 23,681 shares; 2026Q2: 22,990 shares 22,990 $3.89M 0.04% -691 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: 24,291 shares; 2024Q4: 41,643 shares; 2025Q1: 53,160 shares; 2025Q2: 53,131 shares; 2025Q3: 53,630 shares; 2025Q4: 47,619 shares; 2026Q1: 47,548 shares; 2026Q2: 47,429 shares 47,429 $3.85M 0.04% -119 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: 30,827 shares; 2024Q4: 29,289 shares; 2025Q1: 27,898 shares; 2025Q2: 18,472 shares; 2025Q3: 17,654 shares; 2025Q4: 16,145 shares; 2026Q1: 15,746 shares; 2026Q2: 15,242 shares 15,242 $3.84M 0.04% -504 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: 23,949 shares; 2024Q4: 25,912 shares; 2025Q1: 22,322 shares; 2025Q2: 16,707 shares; 2025Q3: 14,442 shares; 2025Q4: 16,213 shares; 2026Q1: 18,798 shares; 2026Q2: 17,426 shares 17,426 $3.81M 0.04% -1,372 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,978 shares; 2024Q4: 32,880 shares; 2025Q1: 24,972 shares; 2025Q2: 34,653 shares; 2025Q3: 32,206 shares; 2025Q4: 29,925 shares; 2026Q1: 27,917 shares; 2026Q2: 22,408 shares 22,408 $3.8M 0.04% -5,509 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: 74,590 shares; 2024Q4: 6,648 shares; 2025Q1: 7,970 shares; 2025Q2: 9,088 shares; 2025Q3: 8,986 shares; 2025Q4: 10,194 shares; 2026Q1: 10,099 shares; 2026Q2: 15,159 shares 15,159 $3.79M 0.04% +5,060 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: 47,931 shares; 2024Q4: 46,336 shares; 2025Q1: 47,513 shares; 2025Q2: 45,387 shares; 2025Q3: 42,858 shares; 2025Q4: 27,733 shares; 2026Q1: 26,077 shares; 2026Q2: 24,083 shares 24,083 $3.78M 0.04% -1,994 Timeline BBCA 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: 38,691 shares; 2024Q4: 38,519 shares; 2025Q1: 36,686 shares; 2025Q2: 38,680 shares; 2025Q3: 38,484 shares; 2025Q4: 39,047 shares; 2026Q1: 38,915 shares; 2026Q2: 37,803 shares 37,803 $3.76M 0.04% -1,112 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,902 shares; 2024Q4: 33,770 shares; 2025Q1: 32,952 shares; 2025Q2: 33,981 shares; 2025Q3: 44,862 shares; 2025Q4: 45,862 shares; 2026Q1: 45,775 shares; 2026Q2: 32,836 shares 32,836 $3.75M 0.04% -12,939 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: 16,691 shares 16,691 $3.74M 0.04% new 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: 8,000 shares; 2024Q4: 9,392 shares; 2025Q1: 8,568 shares; 2025Q2: 13,838 shares; 2025Q3: 9,842 shares; 2025Q4: 10,085 shares; 2026Q1: 13,717 shares; 2026Q2: 11,161 shares 11,161 $3.74M 0.04% -2,556 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: 48,837 shares; 2024Q4: 83,942 shares; 2025Q1: 68,762 shares; 2025Q2: 128,972 shares; 2025Q3: 128,664 shares; 2025Q4: 130,796 shares; 2026Q1: 119,573 shares; 2026Q2: 128,669 shares 128,669 $3.73M 0.04% +9,096 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: 4,493 shares; 2024Q4: 4,082 shares; 2025Q1: 4,344 shares; 2025Q2: 3,394 shares; 2025Q3: 10,366 shares; 2025Q4: 8,267 shares; 2026Q1: 8,899 shares; 2026Q2: 8,352 shares 8,352 $3.73M 0.04% -547 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: 183,036 shares; 2024Q4: 217,654 shares; 2025Q1: 199,598 shares; 2025Q2: 210,479 shares; 2025Q3: 198,525 shares; 2025Q4: 176,755 shares; 2026Q1: 183,074 shares; 2026Q2: 151,487 shares 151,487 $3.72M 0.04% -31,587 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: 8,811 shares; 2024Q4: 9,038 shares; 2025Q1: 7,944 shares; 2025Q2: 9,036 shares; 2025Q3: 9,288 shares; 2025Q4: 38,468 shares; 2026Q1: 37,341 shares; 2026Q2: 37,381 shares 37,381 $3.71M 0.04% +40 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,990 shares; 2024Q4: 98,127 shares; 2025Q1: 96,681 shares; 2025Q2: 89,231 shares; 2025Q3: 97,311 shares; 2025Q4: 67,327 shares; 2026Q1: 36,909 shares; 2026Q2: 36,779 shares 36,779 $3.71M 0.04% -130 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: 37,381 shares; 2024Q4: 33,316 shares; 2025Q1: 31,544 shares; 2025Q2: 39,099 shares; 2025Q3: 37,902 shares; 2025Q4: 70,020 shares; 2026Q1: 68,373 shares; 2026Q2: 69,587 shares 69,587 $3.7M 0.04% +1,214 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: 8,075 shares; 2024Q4: 8,043 shares; 2025Q1: 54,338 shares; 2025Q2: 54,401 shares; 2025Q3: 54,078 shares; 2025Q4: 54,079 shares; 2026Q1: 54,054 shares; 2026Q2: 53,516 shares 53,516 $3.68M 0.04% -538 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,528 shares; 2024Q4: 5,474 shares; 2025Q1: 5,002 shares; 2025Q2: 4,794 shares; 2025Q3: 4,521 shares; 2025Q4: 4,430 shares; 2026Q1: 4,922 shares; 2026Q2: 7,217 shares 7,217 $3.68M 0.04% +2,295 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,284 shares; 2024Q4: 190,396 shares; 2025Q1: 140,871 shares; 2025Q2: 136,483 shares; 2025Q3: 133,182 shares; 2025Q4: 126,728 shares; 2026Q1: 125,998 shares; 2026Q2: 145,115 shares 145,115 $3.64M 0.04% +19,117 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,544 shares; 2024Q4: 63,095 shares; 2025Q1: 53,413 shares; 2025Q2: 52,837 shares; 2025Q3: 53,287 shares; 2025Q4: 49,179 shares; 2026Q1: 46,060 shares; 2026Q2: 42,550 shares 42,550 $3.6M 0.04% -3,510 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,010 shares; 2025Q1: 9,169 shares; 2025Q2: 11,441 shares; 2025Q3: 11,267 shares; 2025Q4: 11,550 shares; 2026Q1: 10,767 shares; 2026Q2: 11,275 shares 11,275 $3.57M 0.04% +508 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,997 shares; 2024Q4: 30,742 shares; 2025Q1: 30,155 shares; 2025Q2: 25,608 shares; 2025Q3: 25,121 shares; 2025Q4: 24,793 shares; 2026Q1: 25,629 shares; 2026Q2: 24,326 shares 24,326 $3.56M 0.04% -1,303 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: 20,915 shares; 2024Q4: 15,211 shares; 2025Q1: 15,233 shares; 2025Q2: 14,425 shares; 2025Q3: 14,582 shares; 2025Q4: 13,683 shares; 2026Q1: 14,833 shares; 2026Q2: 13,866 shares 13,866 $3.55M 0.04% -967 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 9,736 shares; 2025Q1: 15,069 shares; 2025Q2: 16,707 shares; 2025Q3: 17,771 shares; 2025Q4: 16,071 shares; 2026Q1: 16,183 shares; 2026Q2: 15,799 shares 15,799 $3.53M 0.04% -384 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,837 shares; 2024Q4: 111,647 shares; 2025Q1: 105,298 shares; 2025Q2: 104,518 shares; 2025Q3: 104,483 shares; 2025Q4: 104,647 shares; 2026Q1: 104,718 shares; 2026Q2: 103,952 shares 103,952 $3.52M 0.04% -766 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: 33,584 shares; 2024Q4: 38,034 shares; 2025Q1: 29,544 shares; 2025Q2: 64,807 shares; 2025Q3: 63,759 shares; 2025Q4: 66,637 shares; 2026Q1: 66,559 shares; 2026Q2: 65,578 shares 65,578 $3.52M 0.04% -981 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,767 shares; 2024Q4: 28,217 shares; 2025Q1: 25,999 shares; 2025Q2: 33,908 shares; 2025Q3: 47,314 shares; 2025Q4: 50,748 shares; 2026Q1: 49,017 shares; 2026Q2: 36,052 shares 36,052 $3.5M 0.04% -12,965 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,880 shares; 2024Q4: 75,880 shares; 2025Q1: 75,880 shares; 2025Q2: 78,181 shares; 2025Q3: 86,936 shares; 2025Q4: 86,438 shares; 2026Q1: 86,438 shares; 2026Q2: 86,438 shares 86,438 $3.48M 0.04% 0 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: 17,465 shares; 2024Q4: 17,470 shares; 2025Q1: 16,414 shares; 2025Q2: 14,943 shares; 2025Q3: 14,508 shares; 2025Q4: 13,857 shares; 2026Q1: 12,601 shares; 2026Q2: 10,956 shares 10,956 $3.45M 0.04% -1,645 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,621 shares; 2024Q4: 58,200 shares; 2025Q1: 51,688 shares; 2025Q2: 64,425 shares; 2025Q3: 68,133 shares; 2025Q4: 69,586 shares; 2026Q1: 69,065 shares; 2026Q2: 69,570 shares 69,570 $3.45M 0.04% +505 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: 4,035 shares; 2024Q4: 3,714 shares; 2025Q1: 3,746 shares; 2025Q2: 4,970 shares; 2025Q3: 5,503 shares; 2025Q4: 5,432 shares; 2026Q1: 6,175 shares; 2026Q2: 5,514 shares 5,514 $3.44M 0.04% -661 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: 15,523 shares 15,523 $3.43M 0.04% new 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: 46,706 shares; 2026Q1: 53,884 shares; 2026Q2: 56,994 shares 56,994 $3.43M 0.04% +3,110 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,919 shares; 2024Q4: 69,965 shares; 2025Q1: 70,078 shares; 2025Q2: 70,856 shares; 2025Q3: 72,667 shares; 2025Q4: 69,854 shares; 2026Q1: 70,853 shares; 2026Q2: 71,334 shares 71,334 $3.4M 0.04% +481 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: 8,295 shares; 2025Q1: 9,747 shares; 2025Q2: 9,993 shares; 2025Q3: 9,659 shares; 2025Q4: 9,917 shares; 2026Q1: 11,543 shares; 2026Q2: 10,960 shares 10,960 $3.36M 0.04% -583 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: 19,063 shares; 2024Q4: 18,603 shares; 2025Q1: 17,459 shares; 2025Q2: 16,986 shares; 2025Q3: 16,697 shares; 2025Q4: 17,466 shares; 2026Q1: 16,986 shares; 2026Q2: 14,085 shares 14,085 $3.33M 0.04% -2,901 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: 49,018 shares; 2024Q4: 53,817 shares; 2025Q1: 43,965 shares; 2025Q2: 48,378 shares; 2025Q3: 51,899 shares; 2025Q4: 51,353 shares; 2026Q1: 59,321 shares; 2026Q2: 42,398 shares 42,398 $3.32M 0.04% -16,923 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: 3,724 shares; 2024Q4: 3,553 shares; 2025Q1: 3,252 shares; 2025Q2: 3,518 shares; 2025Q3: 3,477 shares; 2025Q4: 3,191 shares; 2026Q1: 3,085 shares; 2026Q2: 2,923 shares 2,923 $3.31M 0.04% -162 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: 23,373 shares; 2024Q4: 27,563 shares; 2025Q1: 25,729 shares; 2025Q2: 28,161 shares; 2025Q3: 27,067 shares; 2025Q4: 31,777 shares; 2026Q1: 34,245 shares; 2026Q2: 35,449 shares 35,449 $3.25M 0.04% +1,204 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,259 shares; 2024Q4: 4,048 shares; 2025Q1: 7,218 shares; 2025Q2: 7,471 shares; 2025Q3: 7,792 shares; 2025Q4: 7,589 shares; 2026Q1: 7,867 shares; 2026Q2: 8,026 shares 8,026 $3.23M 0.04% +159 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: 5,938 shares; 2024Q4: 6,092 shares; 2025Q1: 6,393 shares; 2025Q2: 6,353 shares; 2025Q3: 5,854 shares; 2025Q4: 7,008 shares; 2026Q1: 6,166 shares; 2026Q2: 6,474 shares 6,474 $3.22M 0.04% +308 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,913 shares; 2024Q4: 9,210 shares; 2025Q1: 10,672 shares; 2025Q2: 7,042 shares; 2025Q3: 6,885 shares; 2025Q4: 9,948 shares; 2026Q1: 9,192 shares; 2026Q2: 9,173 shares 9,173 $3.21M 0.04% -19 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,744 shares; 2024Q4: 29,893 shares; 2025Q1: 30,164 shares; 2025Q2: 34,079 shares; 2025Q3: 36,467 shares; 2025Q4: 35,109 shares; 2026Q1: 35,074 shares; 2026Q2: 36,296 shares 36,296 $3.21M 0.04% +1,222 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,007 shares; 2026Q2: 68,608 shares 68,608 $3.14M 0.03% +601 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: 11,927 shares; 2024Q4: 11,129 shares; 2025Q1: 16,248 shares; 2025Q2: 17,689 shares; 2025Q3: 18,023 shares; 2025Q4: 13,417 shares; 2026Q1: 14,193 shares; 2026Q2: 15,030 shares 15,030 $3.1M 0.03% +837 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 17,450 shares; 2026Q1: 24,742 shares; 2026Q2: 27,742 shares 27,742 $3.09M 0.03% +3,000 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: 13,439 shares; 2024Q4: 12,759 shares; 2025Q1: 11,645 shares; 2025Q2: 12,456 shares; 2025Q3: 11,928 shares; 2025Q4: 11,518 shares; 2026Q1: 11,501 shares; 2026Q2: 11,826 shares 11,826 $3.08M 0.03% +325 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,997 shares; 2024Q4: 20,452 shares; 2025Q1: 19,488 shares; 2025Q2: 18,535 shares; 2025Q3: 19,004 shares; 2025Q4: 20,512 shares; 2026Q1: 20,213 shares; 2026Q2: 20,214 shares 20,214 $3.08M 0.03% +1 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: 16,771 shares; 2024Q4: 14,735 shares; 2025Q1: 31,165 shares; 2025Q2: 29,774 shares; 2025Q3: 30,408 shares; 2025Q4: 32,592 shares; 2026Q1: 31,777 shares; 2026Q2: 32,444 shares 32,444 $3.07M 0.03% +667 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: 18,145 shares; 2024Q4: 18,419 shares; 2025Q1: 18,234 shares; 2025Q2: 18,307 shares; 2025Q3: 18,390 shares; 2025Q4: 18,572 shares; 2026Q1: 18,664 shares; 2026Q2: 18,606 shares 18,606 $3.04M 0.03% -58 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,492 shares; 2024Q4: 4,643 shares; 2025Q1: 4,627 shares; 2025Q2: 3,952 shares; 2025Q3: 4,266 shares; 2025Q4: 4,612 shares; 2026Q1: 5,381 shares; 2026Q2: 5,889 shares 5,889 $3.03M 0.03% +508 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,404 shares; 2024Q4: 49,395 shares; 2025Q1: 44,865 shares; 2025Q2: 45,222 shares; 2025Q3: 46,666 shares; 2025Q4: 50,643 shares; 2026Q1: 59,163 shares; 2026Q2: 65,235 shares 65,235 $3.03M 0.03% +6,072 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449,179 shares; 2024Q4: 436,108 shares; 2025Q1: 398,535 shares; 2025Q2: 401,843 shares; 2025Q3: 408,302 shares; 2025Q4: 402,828 shares; 2026Q1: 391,194 shares; 2026Q2: 392,734 shares 392,734 $3.02M 0.03% +1,540 Timeline DIVO 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: 39,300 shares; 2024Q4: 47,626 shares; 2025Q1: 41,147 shares; 2025Q2: 47,092 shares; 2025Q3: 45,491 shares; 2025Q4: 55,303 shares; 2026Q1: 55,813 shares; 2026Q2: 65,014 shares 65,014 $2.97M 0.03% +9,201 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,432 shares; 2024Q4: 7,025 shares; 2025Q1: 6,683 shares; 2025Q2: 26,448 shares; 2025Q3: 27,034 shares; 2025Q4: 26,153 shares; 2026Q1: 32,441 shares; 2026Q2: 34,718 shares 34,718 $2.97M 0.03% +2,277 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: 14,381 shares; 2024Q4: 14,029 shares; 2025Q1: 15,924 shares; 2025Q2: 14,589 shares; 2025Q3: 14,575 shares; 2025Q4: 13,392 shares; 2026Q1: 12,791 shares; 2026Q2: 13,006 shares 13,006 $2.95M 0.03% +215 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: 21,290 shares; 2024Q4: 22,184 shares; 2025Q1: 19,957 shares; 2025Q2: 49,886 shares; 2025Q3: 49,217 shares; 2025Q4: 63,789 shares; 2026Q1: 63,385 shares; 2026Q2: 60,984 shares 60,984 $2.95M 0.03% -2,401 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: 20,792 shares; 2024Q4: 21,703 shares; 2025Q1: 15,143 shares; 2025Q2: 18,636 shares; 2025Q3: 14,894 shares; 2025Q4: 16,093 shares; 2026Q1: 16,256 shares; 2026Q2: 15,391 shares 15,391 $2.93M 0.03% -865 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: 12,241 shares; 2024Q4: 11,170 shares; 2025Q1: 10,169 shares; 2025Q2: 10,771 shares; 2025Q3: 9,982 shares; 2025Q4: 10,264 shares; 2026Q1: 10,324 shares; 2026Q2: 10,566 shares 10,566 $2.91M 0.03% +242 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: 22,619 shares; 2024Q4: 22,341 shares; 2025Q1: 21,121 shares; 2025Q2: 21,010 shares; 2025Q3: 21,405 shares; 2025Q4: 20,854 shares; 2026Q1: 21,415 shares; 2026Q2: 21,286 shares 21,286 $2.91M 0.03% -129 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,573 shares; 2024Q4: 72,989 shares; 2025Q1: 68,384 shares; 2025Q2: 64,835 shares; 2025Q3: 64,565 shares; 2025Q4: 65,977 shares; 2026Q1: 65,716 shares; 2026Q2: 65,108 shares 65,108 $2.9M 0.03% -608 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: 8,188 shares; 2024Q4: 7,465 shares; 2025Q1: 7,200 shares; 2025Q2: 8,003 shares; 2025Q3: 8,555 shares; 2025Q4: 8,622 shares; 2026Q1: 8,363 shares; 2026Q2: 8,085 shares 8,085 $2.86M 0.03% -278 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: 68,591 shares; 2024Q4: 63,113 shares; 2025Q1: 57,070 shares; 2025Q2: 56,920 shares; 2025Q3: 54,825 shares; 2025Q4: 55,161 shares; 2026Q1: 61,603 shares; 2026Q2: 60,094 shares 60,094 $2.86M 0.03% -1,509 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,414 shares; 2025Q3: 55,931 shares; 2025Q4: 56,095 shares; 2026Q1: 55,004 shares; 2026Q2: 55,093 shares 55,093 $2.85M 0.03% +89 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: 32,048 shares; 2024Q4: 27,748 shares; 2025Q1: 26,694 shares; 2025Q2: 23,979 shares; 2025Q3: 20,376 shares; 2025Q4: 21,311 shares; 2026Q1: 20,410 shares; 2026Q2: 21,515 shares 21,515 $2.81M 0.03% +1,105 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,165 shares; 2024Q4: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,435 shares; 2025Q3: 10,336 shares; 2025Q4: 10,125 shares; 2026Q1: 10,126 shares; 2026Q2: 10,217 shares 10,217 $2.8M 0.03% +91 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,769 shares; 2024Q4: 24,903 shares; 2025Q1: 25,622 shares; 2025Q2: 23,865 shares; 2025Q3: 23,995 shares; 2025Q4: 27,448 shares; 2026Q1: 28,112 shares; 2026Q2: 29,411 shares 29,411 $2.79M 0.03% +1,299 Timeline PZA 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: 45,319 shares; 2024Q4: 41,809 shares; 2025Q1: 44,207 shares; 2025Q2: 45,380 shares; 2025Q3: 49,471 shares; 2025Q4: 49,471 shares; 2026Q1: 118,542 shares; 2026Q2: 118,538 shares 118,538 $2.79M 0.03% -4 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,925 shares; 2024Q4: 21,414 shares; 2025Q1: 22,439 shares; 2025Q2: 23,499 shares; 2025Q3: 23,300 shares; 2025Q4: 26,312 shares; 2026Q1: 27,521 shares; 2026Q2: 29,032 shares 29,032 $2.76M 0.03% +1,511 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,280 shares; 2025Q1: 32,238 shares; 2025Q2: 33,994 shares; 2025Q3: 33,740 shares; 2025Q4: 32,006 shares; 2026Q1: 39,310 shares; 2026Q2: 41,462 shares 41,462 $2.75M 0.03% +2,152 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,111 shares 20,111 $2.73M 0.03% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,535 shares; 2024Q4: 16,969 shares; 2025Q1: 16,885 shares; 2025Q2: 17,482 shares; 2025Q3: 19,431 shares; 2025Q4: 20,505 shares; 2026Q1: 26,410 shares; 2026Q2: 28,231 shares 28,231 $2.71M 0.03% +1,821 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,798 shares; 2024Q4: 91,090 shares; 2025Q1: 100,403 shares; 2025Q2: 120,933 shares; 2025Q3: 128,589 shares; 2025Q4: 141,059 shares; 2026Q1: 191,230 shares; 2026Q2: 195,233 shares 195,233 $2.69M 0.03% +4,003 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,847 shares; 2024Q4: 40,754 shares; 2025Q1: 40,877 shares; 2025Q2: 45,951 shares; 2025Q3: 45,984 shares; 2025Q4: 46,078 shares; 2026Q1: 46,187 shares; 2026Q2: 50,292 shares 50,292 $2.69M 0.03% +4,105 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,959 shares; 2024Q4: 28,813 shares; 2025Q1: 27,468 shares; 2025Q2: 25,953 shares; 2025Q3: 25,657 shares; 2025Q4: 26,126 shares; 2026Q1: 25,995 shares; 2026Q2: 25,976 shares 25,976 $2.67M 0.03% -19 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: 21,980 shares; 2024Q4: 20,841 shares; 2025Q1: 16,832 shares; 2025Q2: 17,037 shares; 2025Q3: 16,695 shares; 2025Q4: 16,426 shares; 2026Q1: 17,600 shares; 2026Q2: 15,860 shares 15,860 $2.66M 0.03% -1,740 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,845 shares; 2024Q4: 40,127 shares; 2025Q1: 37,337 shares; 2025Q2: 36,891 shares; 2025Q3: 36,131 shares; 2025Q4: 34,014 shares; 2026Q1: 32,289 shares; 2026Q2: 32,276 shares 32,276 $2.66M 0.03% -13 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: 32,638 shares; 2024Q4: 30,590 shares; 2025Q1: 30,488 shares; 2025Q2: 30,733 shares; 2025Q3: 35,520 shares; 2025Q4: 30,746 shares; 2026Q1: 32,379 shares; 2026Q2: 31,382 shares 31,382 $2.66M 0.03% -997 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,257 shares; 2024Q4: 16,447 shares; 2025Q1: 17,231 shares; 2025Q2: 18,459 shares; 2025Q3: 17,797 shares; 2025Q4: 18,529 shares; 2026Q1: 20,007 shares; 2026Q2: 12,676 shares 12,676 $2.62M 0.03% -7,331 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: 14,736 shares; 2024Q4: 16,451 shares; 2025Q1: 20,562 shares; 2025Q2: 22,323 shares; 2025Q3: 24,346 shares; 2025Q4: 25,268 shares; 2026Q1: 26,367 shares; 2026Q2: 27,190 shares 27,190 $2.61M 0.03% +823 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: 21,388 shares; 2024Q4: 17,019 shares; 2025Q1: 19,460 shares; 2025Q2: 15,149 shares; 2025Q3: 16,791 shares; 2025Q4: 15,813 shares; 2026Q1: 19,087 shares; 2026Q2: 19,155 shares 19,155 $2.6M 0.03% +68 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,552 shares; 2025Q3: 49,582 shares; 2025Q4: 49,394 shares; 2026Q1: 49,135 shares; 2026Q2: 50,350 shares 50,350 $2.55M 0.03% +1,215 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,207 shares; 2024Q4: 7,561 shares; 2025Q1: 7,068 shares; 2025Q2: 7,780 shares; 2025Q3: 5,761 shares; 2025Q4: 6,898 shares; 2026Q1: 6,965 shares; 2026Q2: 7,595 shares 7,595 $2.51M 0.03% +630 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,400 shares; 2025Q3: 60,400 shares; 2025Q4: 60,400 shares; 2026Q1: 60,400 shares; 2026Q2: 60,400 shares 60,400 $2.5M 0.03% 0 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: 1,176 shares; 2024Q4: 2,091 shares; 2025Q1: 2,836 shares; 2025Q2: 3,132 shares; 2025Q3: 2,939 shares; 2025Q4: 3,985 shares; 2026Q1: 4,040 shares; 2026Q2: 4,435 shares 4,435 $2.49M 0.03% +395 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 941 shares; 2025Q1: 1,393 shares; 2025Q2: 1,306 shares; 2025Q3: 1,316 shares; 2025Q4: 1,310 shares; 2026Q1: 1,288 shares; 2026Q2: 1,256 shares 1,256 $2.45M 0.03% -32 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,709 shares; 2024Q4: 3,243 shares; 2025Q1: 12,882 shares; 2025Q2: 14,016 shares; 2025Q3: 14,846 shares; 2025Q4: 14,463 shares; 2026Q1: 15,281 shares; 2026Q2: 15,608 shares 15,608 $2.43M 0.03% +327 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: 10,095 shares; 2024Q4: 6,637 shares; 2025Q1: 11,024 shares; 2025Q2: 11,155 shares; 2025Q3: 11,542 shares; 2025Q4: 11,816 shares; 2026Q1: 14,056 shares; 2026Q2: 10,992 shares 10,992 $2.43M 0.03% -3,064 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,840 shares; 2024Q4: 20,586 shares; 2025Q1: 21,036 shares; 2025Q2: 22,975 shares; 2025Q3: 23,782 shares; 2025Q4: 27,081 shares; 2026Q1: 39,134 shares; 2026Q2: 39,238 shares 39,238 $2.42M 0.03% +104 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: 23,662 shares; 2024Q4: 18,043 shares; 2025Q1: 16,222 shares; 2025Q2: 18,271 shares; 2025Q3: 16,196 shares; 2025Q4: 15,372 shares; 2026Q1: 14,251 shares; 2026Q2: 15,625 shares 15,625 $2.4M 0.03% +1,374 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: 7,818 shares; 2024Q4: 6,765 shares; 2025Q1: 6,620 shares; 2025Q2: 7,490 shares; 2025Q3: 8,107 shares; 2025Q4: 7,614 shares; 2026Q1: 7,235 shares; 2026Q2: 7,197 shares 7,197 $2.39M 0.03% -38 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,454 shares; 2024Q4: 8,778 shares; 2025Q1: 7,885 shares; 2025Q2: 8,773 shares; 2025Q3: 7,603 shares; 2025Q4: 7,216 shares; 2026Q1: 7,561 shares; 2026Q2: 7,476 shares 7,476 $2.39M 0.03% -85 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: 6,386 shares; 2024Q4: 7,380 shares; 2025Q1: 7,350 shares; 2025Q2: 8,860 shares; 2025Q3: 9,045 shares; 2025Q4: 7,890 shares; 2026Q1: 7,520 shares; 2026Q2: 8,546 shares 8,546 $2.38M 0.03% +1,026 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,711 shares; 2025Q3: 7,722 shares; 2025Q4: 7,731 shares; 2026Q1: 60,334 shares; 2026Q2: 56,891 shares 56,891 $2.37M 0.03% -3,443 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,105 shares; 2024Q4: 27,031 shares; 2025Q1: 24,190 shares; 2025Q2: 25,689 shares; 2025Q3: 25,586 shares; 2025Q4: 27,924 shares; 2026Q1: 28,102 shares; 2026Q2: 27,380 shares 27,380 $2.37M 0.03% -722 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,342 shares; 2026Q1: 191,469 shares; 2026Q2: 211,125 shares 211,125 $2.35M 0.03% +19,656 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,686 shares; 2024Q4: 61,770 shares; 2025Q1: 44,433 shares; 2025Q2: 59,969 shares; 2025Q3: 57,272 shares; 2025Q4: 48,998 shares; 2026Q1: 51,211 shares; 2026Q2: 48,434 shares 48,434 $2.35M 0.03% -2,777 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: 1,931 shares; 2024Q4: 7,646 shares; 2025Q1: 7,786 shares; 2025Q2: 7,962 shares; 2025Q3: 9,325 shares; 2025Q4: 10,025 shares; 2026Q1: 8,907 shares; 2026Q2: 9,172 shares 9,172 $2.35M 0.03% +265 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,958 shares; 2024Q4: 39,826 shares; 2025Q1: 32,258 shares; 2025Q2: 35,694 shares; 2025Q3: 36,780 shares; 2025Q4: 34,759 shares; 2026Q1: 32,883 shares; 2026Q2: 34,244 shares 34,244 $2.34M 0.03% +1,361 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: 34,857 shares; 2024Q4: 34,213 shares; 2025Q1: 40,943 shares; 2025Q2: 43,126 shares; 2025Q3: 45,025 shares; 2025Q4: 44,105 shares; 2026Q1: 42,080 shares; 2026Q2: 42,013 shares 42,013 $2.33M 0.03% -67 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,759 shares; 2024Q4: 19,260 shares; 2025Q1: 18,022 shares; 2025Q2: 16,674 shares; 2025Q3: 16,676 shares; 2025Q4: 16,678 shares; 2026Q1: 17,002 shares; 2026Q2: 85,021 shares 85,021 $2.33M 0.03% +68,019 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 4,044 shares; 2025Q1: 5,390 shares; 2025Q2: 4,941 shares; 2025Q3: 4,631 shares; 2025Q4: 4,969 shares; 2026Q1: 4,787 shares; 2026Q2: 16,840 shares 16,840 $2.33M 0.03% +12,053 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,185 shares; 2024Q4: 19,471 shares; 2025Q1: 17,188 shares; 2025Q2: 16,371 shares; 2025Q3: 15,916 shares; 2025Q4: 14,365 shares; 2026Q1: 14,160 shares; 2026Q2: 14,281 shares 14,281 $2.33M 0.03% +121 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,864 shares; 2024Q4: 13,350 shares; 2025Q1: 13,695 shares; 2025Q2: 11,280 shares; 2025Q3: 11,832 shares; 2025Q4: 11,869 shares; 2026Q1: 11,427 shares; 2026Q2: 17,003 shares 17,003 $2.31M 0.03% +5,576 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,577 shares; 2024Q4: 25,232 shares; 2025Q1: 24,066 shares; 2025Q2: 24,765 shares; 2025Q3: 23,833 shares; 2025Q4: 23,292 shares; 2026Q1: 23,354 shares; 2026Q2: 16,186 shares 16,186 $2.3M 0.03% -7,168 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: 17,371 shares; 2024Q4: 16,617 shares; 2025Q1: 17,153 shares; 2025Q2: 19,113 shares; 2025Q3: 18,593 shares; 2025Q4: 18,026 shares; 2026Q1: 19,644 shares; 2026Q2: 20,492 shares 20,492 $2.29M 0.03% +848 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: 5,129 shares; 2024Q4: 5,761 shares; 2025Q1: 4,977 shares; 2025Q2: 7,368 shares; 2025Q3: 8,464 shares; 2025Q4: 8,346 shares; 2026Q1: 7,041 shares; 2026Q2: 6,098 shares 6,098 $2.29M 0.03% -943 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,118 shares; 2024Q4: 12,195 shares; 2025Q1: 12,380 shares; 2025Q2: 12,683 shares; 2025Q3: 11,954 shares; 2025Q4: 14,804 shares; 2026Q1: 13,806 shares; 2026Q2: 13,976 shares 13,976 $2.27M 0.02% +170 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: 25,545 shares; 2024Q4: 31,954 shares; 2025Q1: 30,062 shares; 2025Q2: 30,339 shares; 2025Q3: 23,323 shares; 2025Q4: 21,412 shares; 2026Q1: 21,361 shares; 2026Q2: 21,013 shares 21,013 $2.27M 0.02% -348 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: 5,166 shares; 2024Q4: 5,279 shares; 2025Q1: 6,363 shares; 2025Q2: 22,663 shares; 2025Q3: 23,214 shares; 2025Q4: 46,442 shares; 2026Q1: 50,703 shares; 2026Q2: 49,937 shares 49,937 $2.26M 0.02% -766 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: 5,716 shares; 2024Q4: 6,711 shares; 2025Q1: 5,162 shares; 2025Q2: 6,152 shares; 2025Q3: 6,464 shares; 2025Q4: 5,388 shares; 2026Q1: 4,616 shares; 2026Q2: 5,682 shares 5,682 $2.26M 0.02% +1,066 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,453 shares; 2024Q4: 133,990 shares; 2025Q1: 131,122 shares; 2025Q2: 132,742 shares; 2025Q3: 115,797 shares; 2025Q4: 115,416 shares; 2026Q1: 117,324 shares; 2026Q2: 112,501 shares 112,501 $2.26M 0.02% -4,823 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,952 shares; 2024Q4: 10,548 shares; 2025Q1: 11,778 shares; 2025Q2: 10,589 shares; 2025Q3: 10,875 shares; 2025Q4: 10,740 shares; 2026Q1: 9,945 shares; 2026Q2: 10,130 shares 10,130 $2.26M 0.02% +185 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: 27,229 shares; 2024Q4: 26,097 shares; 2025Q1: 21,657 shares; 2025Q2: 12,760 shares; 2025Q3: 11,472 shares; 2025Q4: 8,581 shares; 2026Q1: 7,018 shares; 2026Q2: 6,157 shares 6,157 $2.25M 0.02% -861 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,382 shares; 2024Q4: 16,978 shares; 2025Q1: 16,970 shares; 2025Q2: 17,039 shares; 2025Q3: 16,192 shares; 2025Q4: 14,928 shares; 2026Q1: 16,038 shares; 2026Q2: 18,885 shares 18,885 $2.25M 0.02% +2,847 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,746 shares; 2024Q4: 29,564 shares; 2025Q1: 34,319 shares; 2025Q2: 33,054 shares; 2025Q3: 35,742 shares; 2025Q4: 20,565 shares; 2026Q1: 22,928 shares; 2026Q2: 26,926 shares 26,926 $2.24M 0.02% +3,998 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: not reported; 2024Q4: 7,553 shares; 2025Q1: 10,618 shares; 2025Q2: 15,021 shares; 2025Q3: 17,533 shares; 2025Q4: 17,805 shares; 2026Q1: 16,450 shares; 2026Q2: 22,360 shares 22,360 $2.24M 0.02% +5,910 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,188 shares; 2024Q4: 4,066 shares; 2025Q1: 4,061 shares; 2025Q2: 4,546 shares; 2025Q3: 4,407 shares; 2025Q4: 4,797 shares; 2026Q1: 4,095 shares; 2026Q2: 4,522 shares 4,522 $2.24M 0.02% +427 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,937 shares; 2024Q4: 1,665 shares; 2025Q1: 1,745 shares; 2025Q2: 1,863 shares; 2025Q3: 1,794 shares; 2025Q4: 1,756 shares; 2026Q1: 1,749 shares; 2026Q2: 1,857 shares 1,857 $2.22M 0.02% +108 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: 70,155 shares; 2024Q4: 59,782 shares; 2025Q1: 58,022 shares; 2025Q2: 65,799 shares; 2025Q3: 65,267 shares; 2025Q4: 64,643 shares; 2026Q1: 66,466 shares; 2026Q2: 69,359 shares 69,359 $2.22M 0.02% +2,893 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,530 shares; 2024Q4: 8,519 shares; 2025Q1: 8,757 shares; 2025Q2: 10,744 shares; 2025Q3: 12,889 shares; 2025Q4: 14,114 shares; 2026Q1: 14,214 shares; 2026Q2: 26,727 shares 26,727 $2.21M 0.02% +12,513 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,353 shares; 2024Q4: 41,984 shares; 2025Q1: 35,024 shares; 2025Q2: 25,938 shares; 2025Q3: 26,255 shares; 2025Q4: 28,599 shares; 2026Q1: 28,436 shares; 2026Q2: 29,792 shares 29,792 $2.21M 0.02% +1,356 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,762 shares; 2025Q3: 14,993 shares; 2025Q4: 13,126 shares; 2026Q1: 19,624 shares; 2026Q2: 21,628 shares 21,628 $2.2M 0.02% +2,004 Timeline BBAX 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: 34,944 shares; 2024Q4: 34,431 shares; 2025Q1: 35,412 shares; 2025Q2: 35,047 shares; 2025Q3: 34,888 shares; 2025Q4: 36,326 shares; 2026Q1: 36,547 shares; 2026Q2: 36,531 shares 36,531 $2.19M 0.02% -16 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,234 shares; 2024Q4: 19,383 shares; 2025Q1: 18,290 shares; 2025Q2: 17,791 shares; 2025Q3: 17,439 shares; 2025Q4: 17,257 shares; 2026Q1: 14,376 shares; 2026Q2: 13,238 shares 13,238 $2.18M 0.02% -1,138 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: 171,833 shares; 2024Q4: 26,531 shares; 2025Q1: 24,310 shares; 2025Q2: 30,382 shares; 2025Q3: 29,191 shares; 2025Q4: 35,654 shares; 2026Q1: 33,752 shares; 2026Q2: 34,642 shares 34,642 $2.18M 0.02% +890 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: 3,084 shares; 2024Q4: 3,193 shares; 2025Q1: 3,255 shares; 2025Q2: 9,053 shares; 2025Q3: 9,165 shares; 2025Q4: 18,995 shares; 2026Q1: 18,223 shares; 2026Q2: 18,391 shares 18,391 $2.16M 0.02% +168 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,951 shares; 2024Q4: 76,344 shares; 2025Q1: 76,047 shares; 2025Q2: 83,348 shares; 2025Q3: 88,600 shares; 2025Q4: 93,557 shares; 2026Q1: 100,399 shares; 2026Q2: 108,050 shares 108,050 $2.15M 0.02% +7,651 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,673 shares; 2024Q4: 24,401 shares; 2025Q1: 20,797 shares; 2025Q2: 19,758 shares; 2025Q3: 18,852 shares; 2025Q4: 21,910 shares; 2026Q1: 27,857 shares; 2026Q2: 27,125 shares 27,125 $2.15M 0.02% -732 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: 2,503 shares; 2024Q4: 5,099 shares; 2025Q1: 3,017 shares; 2025Q2: 5,546 shares; 2025Q3: 5,429 shares; 2025Q4: 6,098 shares; 2026Q1: 6,282 shares; 2026Q2: 7,651 shares 7,651 $2.14M 0.02% +1,369 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: 14,748 shares; 2024Q4: 14,462 shares; 2025Q1: 22,400 shares; 2025Q2: 25,140 shares; 2025Q3: 22,415 shares; 2025Q4: 22,383 shares; 2026Q1: 21,618 shares; 2026Q2: 21,781 shares 21,781 $2.14M 0.02% +163 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: 19,541 shares; 2024Q4: 23,655 shares; 2025Q1: 18,453 shares; 2025Q2: 22,882 shares; 2025Q3: 23,718 shares; 2025Q4: 23,108 shares; 2026Q1: 26,576 shares; 2026Q2: 22,862 shares 22,862 $2.14M 0.02% -3,714 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: 3,631 shares; 2024Q4: 4,450 shares; 2025Q1: 5,799 shares; 2025Q2: 12,062 shares; 2025Q3: 12,027 shares; 2025Q4: 12,211 shares; 2026Q1: 12,466 shares; 2026Q2: 11,554 shares 11,554 $2.14M 0.02% -912 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: 5,814 shares; 2024Q4: 3,994 shares; 2025Q1: 4,253 shares; 2025Q2: 4,863 shares; 2025Q3: 4,345 shares; 2025Q4: 5,452 shares; 2026Q1: 5,173 shares; 2026Q2: 5,514 shares 5,514 $2.13M 0.02% +341 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: 2,305 shares; 2024Q4: 2,224 shares; 2025Q1: 2,212 shares; 2025Q2: 2,149 shares; 2025Q3: 1,921 shares; 2025Q4: 1,650 shares; 2026Q1: 1,982 shares; 2026Q2: 2,035 shares 2,035 $2.12M 0.02% +53 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,624 shares; 2024Q4: 71,812 shares; 2025Q1: 71,412 shares; 2025Q2: 71,412 shares; 2025Q3: 71,412 shares; 2025Q4: 72,628 shares; 2026Q1: 127,921 shares; 2026Q2: 123,475 shares 123,475 $2.09M 0.02% -4,446 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,858 shares; 2024Q4: 72,242 shares; 2025Q1: 67,184 shares; 2025Q2: 65,640 shares; 2025Q3: 48,922 shares; 2025Q4: 46,060 shares; 2026Q1: 46,303 shares; 2026Q2: 51,575 shares 51,575 $2.09M 0.02% +5,272 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,482 shares; 2024Q4: 98,361 shares; 2025Q1: 101,081 shares; 2025Q2: 101,673 shares; 2025Q3: 107,231 shares; 2025Q4: 137,902 shares; 2026Q1: 148,710 shares; 2026Q2: 214,870 shares 214,870 $2.06M 0.02% +66,160 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: 12,131 shares; 2024Q4: 13,056 shares; 2025Q1: 12,364 shares; 2025Q2: 12,922 shares; 2025Q3: 12,049 shares; 2025Q4: 11,986 shares; 2026Q1: 13,432 shares; 2026Q2: 13,075 shares 13,075 $2.05M 0.02% -357 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,680 shares; 2024Q4: 52,751 shares; 2025Q1: 47,919 shares; 2025Q2: 49,774 shares; 2025Q3: 50,521 shares; 2025Q4: 43,717 shares; 2026Q1: 41,306 shares; 2026Q2: 39,035 shares 39,035 $2.05M 0.02% -2,271 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,393 shares; 2024Q4: 28,280 shares; 2025Q1: 29,900 shares; 2025Q2: 33,903 shares; 2025Q3: 35,226 shares; 2025Q4: 38,576 shares; 2026Q1: 38,172 shares; 2026Q2: 38,155 shares 38,155 $2.04M 0.02% -17 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: 4,522 shares; 2024Q4: 4,491 shares; 2025Q1: 4,758 shares; 2025Q2: 16,437 shares; 2025Q3: 16,717 shares; 2025Q4: 17,779 shares; 2026Q1: 17,937 shares; 2026Q2: 19,017 shares 19,017 $2.04M 0.02% +1,080 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,383 shares; 2024Q4: 6,026 shares; 2025Q1: 5,127 shares; 2025Q2: 5,466 shares; 2025Q3: 5,462 shares; 2025Q4: 5,340 shares; 2026Q1: 5,493 shares; 2026Q2: 5,174 shares 5,174 $2.02M 0.02% -319 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,724 shares 11,724 $2M 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,348 shares; 2024Q4: 26,650 shares; 2025Q1: 22,729 shares; 2025Q2: 21,260 shares; 2025Q3: 19,764 shares; 2025Q4: 19,181 shares; 2026Q1: 20,344 shares; 2026Q2: 21,603 shares 21,603 $2M 0.02% +1,259 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,165 shares; 2024Q4: 3,212 shares; 2025Q1: 3,755 shares; 2025Q2: 3,647 shares; 2025Q3: 4,230 shares; 2025Q4: 4,146 shares; 2026Q1: 8,401 shares; 2026Q2: 8,590 shares 8,590 $2M 0.02% +189 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: 12,603 shares; 2024Q4: 10,082 shares; 2025Q1: 8,698 shares; 2025Q2: 5,670 shares; 2025Q3: 6,523 shares; 2025Q4: 8,669 shares; 2026Q1: 8,273 shares; 2026Q2: 8,181 shares 8,181 $1.98M 0.02% -92 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: 21,043 shares; 2024Q4: 24,494 shares; 2025Q1: 19,471 shares; 2025Q2: 20,508 shares; 2025Q3: 18,423 shares; 2025Q4: 17,202 shares; 2026Q1: 14,749 shares; 2026Q2: 15,827 shares 15,827 $1.97M 0.02% +1,078 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: 20,745 shares; 2024Q4: 24,311 shares; 2025Q1: 23,426 shares; 2025Q2: 23,549 shares; 2025Q3: 23,289 shares; 2025Q4: 17,673 shares; 2026Q1: 16,036 shares; 2026Q2: 12,742 shares 12,742 $1.96M 0.02% -3,294 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,300 shares; 2024Q4: 37,622 shares; 2025Q1: 36,326 shares; 2025Q2: 40,431 shares; 2025Q3: 41,037 shares; 2025Q4: 41,644 shares; 2026Q1: 55,369 shares; 2026Q2: 53,256 shares 53,256 $1.95M 0.02% -2,113 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,053 shares; 2024Q4: 8,779 shares; 2025Q1: 8,587 shares; 2025Q2: 8,800 shares; 2025Q3: 8,491 shares; 2025Q4: 7,775 shares; 2026Q1: 7,347 shares; 2026Q2: 7,199 shares 7,199 $1.94M 0.02% -148 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: 15,763 shares; 2024Q4: 16,068 shares; 2025Q1: 14,595 shares; 2025Q2: 14,728 shares; 2025Q3: 12,856 shares; 2025Q4: 12,367 shares; 2026Q1: 12,360 shares; 2026Q2: 11,613 shares 11,613 $1.94M 0.02% -747 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,467 shares; 2024Q4: 56,006 shares; 2025Q1: 51,441 shares; 2025Q2: 53,815 shares; 2025Q3: 60,097 shares; 2025Q4: 70,655 shares; 2026Q1: 77,110 shares; 2026Q2: 81,395 shares 81,395 $1.92M 0.02% +4,285 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,698 shares; 2024Q4: 17,627 shares; 2025Q1: 18,511 shares; 2025Q2: 18,379 shares; 2025Q3: 15,481 shares; 2025Q4: 15,050 shares; 2026Q1: 15,668 shares; 2026Q2: 26,685 shares 26,685 $1.91M 0.02% +11,017 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,346 shares; 2024Q4: 22,879 shares; 2025Q1: 20,588 shares; 2025Q2: 20,330 shares; 2025Q3: 20,259 shares; 2025Q4: 20,146 shares; 2026Q1: 20,286 shares; 2026Q2: 20,967 shares 20,967 $1.89M 0.02% +681 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 3,712 shares; 2025Q1: 2,911 shares; 2025Q2: 3,788 shares; 2025Q3: 3,584 shares; 2025Q4: 2,644 shares; 2026Q1: 2,945 shares; 2026Q2: 3,372 shares 3,372 $1.89M 0.02% +427 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,427 shares; 2024Q4: 24,522 shares; 2025Q1: 24,592 shares; 2025Q2: 24,669 shares; 2025Q3: 24,754 shares; 2025Q4: 24,869 shares; 2026Q1: 24,936 shares; 2026Q2: 25,010 shares 25,010 $1.89M 0.02% +74 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 4,312 shares; 2025Q1: 3,086 shares; 2025Q2: 4,349 shares; 2025Q3: 5,231 shares; 2025Q4: 4,448 shares; 2026Q1: 4,239 shares; 2026Q2: 4,162 shares 4,162 $1.89M 0.02% -77 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: 1,264 shares; 2024Q4: 1,161 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,220 shares; 2025Q4: 1,234 shares; 2026Q1: 1,356 shares; 2026Q2: 1,385 shares 1,385 $1.88M 0.02% +29 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: 20,581 shares; 2024Q4: 13,276 shares; 2025Q1: 12,824 shares; 2025Q2: 14,995 shares; 2025Q3: 15,803 shares; 2025Q4: 19,517 shares; 2026Q1: 19,996 shares; 2026Q2: 20,111 shares 20,111 $1.88M 0.02% +115 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: 2,030 shares; 2024Q4: 1,762 shares; 2025Q1: 1,444 shares; 2025Q2: 1,346 shares; 2025Q3: 1,707 shares; 2025Q4: 2,424 shares; 2026Q1: 2,348 shares; 2026Q2: 2,360 shares 2,360 $1.88M 0.02% +12 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,957 shares; 2024Q4: 55,882 shares; 2025Q1: 47,270 shares; 2025Q2: 39,153 shares; 2025Q3: 37,313 shares; 2025Q4: 36,934 shares; 2026Q1: 36,181 shares; 2026Q2: 34,244 shares 34,244 $1.87M 0.02% -1,937 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: 20,538 shares; 2024Q4: 19,798 shares; 2025Q1: 18,863 shares; 2025Q2: 17,599 shares; 2025Q3: 16,118 shares; 2025Q4: 16,630 shares; 2026Q1: 17,015 shares; 2026Q2: 17,343 shares 17,343 $1.87M 0.02% +328 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,061 shares; 2024Q4: 26,870 shares; 2025Q1: 26,347 shares; 2025Q2: 24,742 shares; 2025Q3: 24,347 shares; 2025Q4: 24,708 shares; 2026Q1: 24,962 shares; 2026Q2: 24,987 shares 24,987 $1.86M 0.02% +25 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: 4,340 shares; 2024Q4: 4,892 shares; 2025Q1: 3,572 shares; 2025Q2: 5,194 shares; 2025Q3: 5,440 shares; 2025Q4: 5,886 shares; 2026Q1: 6,594 shares; 2026Q2: 7,088 shares 7,088 $1.85M 0.02% +494 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,905 shares; 2024Q4: 195,910 shares; 2025Q1: 149,285 shares; 2025Q2: 151,406 shares; 2025Q3: 132,674 shares; 2025Q4: 120,677 shares; 2026Q1: 94,473 shares; 2026Q2: 96,574 shares 96,574 $1.84M 0.02% +2,101 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,364 shares; 2024Q4: 9,544 shares; 2025Q1: 9,101 shares; 2025Q2: 9,539 shares; 2025Q3: 8,444 shares; 2025Q4: 6,271 shares; 2026Q1: 9,771 shares; 2026Q2: 10,194 shares 10,194 $1.83M 0.02% +423 Timeline XLP 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: 10,434 shares; 2024Q4: 10,463 shares; 2025Q1: 10,852 shares; 2025Q2: 23,824 shares; 2025Q3: 23,205 shares; 2025Q4: 23,441 shares; 2026Q1: 23,103 shares; 2026Q2: 21,888 shares 21,888 $1.82M 0.02% -1,215 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,824 shares; 2024Q4: 16,260 shares; 2025Q1: 16,769 shares; 2025Q2: 16,363 shares; 2025Q3: 14,865 shares; 2025Q4: 13,882 shares; 2026Q1: 14,066 shares; 2026Q2: 14,174 shares 14,174 $1.81M 0.02% +108 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: 13,819 shares; 2024Q4: 15,667 shares; 2025Q1: 13,902 shares; 2025Q2: 14,971 shares; 2025Q3: 15,881 shares; 2025Q4: 17,188 shares; 2026Q1: 16,909 shares; 2026Q2: 14,675 shares 14,675 $1.81M 0.02% -2,234 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: 14,406 shares; 2024Q4: 14,379 shares; 2025Q1: 13,266 shares; 2025Q2: 7,487 shares; 2025Q3: 7,539 shares; 2025Q4: 8,656 shares; 2026Q1: 9,003 shares; 2026Q2: 8,481 shares 8,481 $1.81M 0.02% -522 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,353 shares; 2024Q4: 63,353 shares; 2025Q1: 52,911 shares; 2025Q2: 58,032 shares; 2025Q3: 59,754 shares; 2025Q4: 54,236 shares; 2026Q1: 64,980 shares; 2026Q2: 76,181 shares 76,181 $1.8M 0.02% +11,201 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: 102,788 shares; 2024Q4: 105,430 shares; 2025Q1: 30,753 shares; 2025Q2: 22,024 shares; 2025Q3: 33,304 shares; 2025Q4: 24,031 shares; 2026Q1: 24,638 shares; 2026Q2: 23,338 shares 23,338 $1.8M 0.02% -1,300 Timeline SPTL 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: 204,860 shares; 2024Q4: 191,886 shares; 2025Q1: 149,088 shares; 2025Q2: 93,522 shares; 2025Q3: 83,567 shares; 2025Q4: 74,147 shares; 2026Q1: 76,822 shares; 2026Q2: 68,221 shares 68,221 $1.79M 0.02% -8,601 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: 19,168 shares; 2024Q4: 32,245 shares; 2025Q1: 30,001 shares; 2025Q2: 30,659 shares; 2025Q3: 32,100 shares; 2025Q4: 31,357 shares; 2026Q1: 26,826 shares; 2026Q2: 27,913 shares 27,913 $1.79M 0.02% +1,087 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,059 shares; 2024Q4: 3,218 shares; 2025Q1: 1,751 shares; 2025Q2: 3,103 shares; 2025Q3: 3,259 shares; 2025Q4: 3,813 shares; 2026Q1: 3,917 shares; 2026Q2: 3,091 shares 3,091 $1.78M 0.02% -826 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: 6,603 shares; 2024Q4: 9,100 shares; 2025Q1: 6,675 shares; 2025Q2: 9,460 shares; 2025Q3: 11,214 shares; 2025Q4: 9,965 shares; 2026Q1: 10,600 shares; 2026Q2: 6,995 shares 6,995 $1.78M 0.02% -3,605 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,138 shares; 2024Q4: 15,174 shares; 2025Q1: 15,816 shares; 2025Q2: 16,016 shares; 2025Q3: 16,226 shares; 2025Q4: 16,280 shares; 2026Q1: 15,166 shares; 2026Q2: 15,686 shares 15,686 $1.77M 0.02% +520 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,608 shares; 2024Q4: 60,497 shares; 2025Q1: 62,188 shares; 2025Q2: 63,628 shares; 2025Q3: 62,354 shares; 2025Q4: 63,661 shares; 2026Q1: 63,315 shares; 2026Q2: 63,354 shares 63,354 $1.76M 0.02% +39 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: 25,132 shares; 2024Q4: 23,738 shares; 2025Q1: 23,340 shares; 2025Q2: 31,010 shares; 2025Q3: 33,524 shares; 2025Q4: 32,291 shares; 2026Q1: 37,200 shares; 2026Q2: 36,375 shares 36,375 $1.75M 0.02% -825 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: 11,358 shares; 2024Q4: 16,993 shares; 2025Q1: 10,866 shares; 2025Q2: 15,388 shares; 2025Q3: 15,421 shares; 2025Q4: 14,673 shares; 2026Q1: 13,735 shares; 2026Q2: 13,429 shares 13,429 $1.74M 0.02% -306 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,955 shares; 2024Q4: 6,473 shares; 2025Q1: 6,726 shares; 2025Q2: 6,768 shares; 2025Q3: 7,480 shares; 2025Q4: 7,367 shares; 2026Q1: 7,571 shares; 2026Q2: 7,278 shares 7,278 $1.74M 0.02% -293 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,583 shares; 2024Q4: 9,591 shares; 2025Q1: 9,595 shares; 2025Q2: 12,108 shares; 2025Q3: 12,248 shares; 2025Q4: 12,233 shares; 2026Q1: 20,708 shares; 2026Q2: 17,638 shares 17,638 $1.73M 0.02% -3,070 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,629 shares; 2024Q4: 4,766 shares; 2025Q1: 5,105 shares; 2025Q2: 6,169 shares; 2025Q3: 6,337 shares; 2025Q4: 6,422 shares; 2026Q1: 6,656 shares; 2026Q2: 7,060 shares 7,060 $1.73M 0.02% +404 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: 23,001 shares; 2024Q4: 23,895 shares; 2025Q1: 12,010 shares; 2025Q2: 21,546 shares; 2025Q3: 21,235 shares; 2025Q4: 18,839 shares; 2026Q1: 21,975 shares; 2026Q2: 21,042 shares 21,042 $1.73M 0.02% -933 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: 177,433 shares; 2024Q4: 141,170 shares; 2025Q1: 128,707 shares; 2025Q2: 104,831 shares; 2025Q3: 36,343 shares; 2025Q4: 32,502 shares; 2026Q1: 33,466 shares; 2026Q2: 34,638 shares 34,638 $1.73M 0.02% +1,172 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,368 shares; 2024Q4: 308,544 shares; 2025Q1: 273,219 shares; 2025Q2: 261,503 shares; 2025Q3: 228,672 shares; 2025Q4: 204,232 shares; 2026Q1: 198,007 shares; 2026Q2: 184,502 shares 184,502 $1.72M 0.02% -13,505 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,825 shares; 2024Q4: 29,635 shares; 2025Q1: 27,541 shares; 2025Q2: 26,304 shares; 2025Q3: 26,168 shares; 2025Q4: 19,995 shares; 2026Q1: 18,470 shares; 2026Q2: 16,784 shares 16,784 $1.71M 0.02% -1,686 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,630 shares; 2024Q4: 22,123 shares; 2025Q1: 20,503 shares; 2025Q2: 17,400 shares; 2025Q3: 15,213 shares; 2025Q4: 15,722 shares; 2026Q1: 15,138 shares; 2026Q2: 14,236 shares 14,236 $1.71M 0.02% -902 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,221 shares; 2025Q1: 1,464 shares; 2025Q2: 1,216 shares; 2025Q3: 1,230 shares; 2025Q4: 1,196 shares; 2026Q1: 1,223 shares; 2026Q2: 1,231 shares 1,231 $1.7M 0.02% +8 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,456 shares; 2024Q4: 6,613 shares; 2025Q1: 36,185 shares; 2025Q2: 41,310 shares; 2025Q3: 43,889 shares; 2025Q4: 41,614 shares; 2026Q1: 41,562 shares; 2026Q2: 41,541 shares 41,541 $1.7M 0.02% -21 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: 15,182 shares; 2024Q4: 12,811 shares; 2025Q1: 12,903 shares; 2025Q2: 12,914 shares; 2025Q3: 12,451 shares; 2025Q4: 10,991 shares; 2026Q1: 11,964 shares; 2026Q2: 10,346 shares 10,346 $1.69M 0.02% -1,618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,117 shares; 2026Q2: 43,439 shares 43,439 $1.68M 0.02% -1,678 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,644 shares; 2024Q4: 29,626 shares; 2025Q1: 28,555 shares; 2025Q2: 30,864 shares; 2025Q3: 31,400 shares; 2025Q4: 31,250 shares; 2026Q1: 31,545 shares; 2026Q2: 30,804 shares 30,804 $1.67M 0.02% -741 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,191 shares; 2024Q4: 194,818 shares; 2025Q1: 204,277 shares; 2025Q2: 119,893 shares; 2025Q3: 119,160 shares; 2025Q4: 97,919 shares; 2026Q1: 89,631 shares; 2026Q2: 79,531 shares 79,531 $1.66M 0.02% -10,100 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: 21,035 shares; 2024Q4: 16,501 shares; 2025Q1: 17,445 shares; 2025Q2: 13,559 shares; 2025Q3: 26,197 shares; 2025Q4: 23,763 shares; 2026Q1: 22,473 shares; 2026Q2: 40,164 shares 40,164 $1.66M 0.02% +17,691 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 926 shares; 2025Q1: 1,327 shares; 2025Q2: 1,394 shares; 2025Q3: 1,355 shares; 2025Q4: 1,410 shares; 2026Q1: 1,457 shares; 2026Q2: 1,238 shares 1,238 $1.65M 0.02% -219 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,320 shares; 2024Q4: 10,814 shares; 2025Q1: 11,057 shares; 2025Q2: 11,752 shares; 2025Q3: 10,553 shares; 2025Q4: 12,344 shares; 2026Q1: 15,073 shares; 2026Q2: 14,665 shares 14,665 $1.65M 0.02% -408 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: 31,405 shares; 2024Q4: 50,592 shares; 2025Q1: 50,075 shares; 2025Q2: 53,286 shares; 2025Q3: 58,122 shares; 2025Q4: 54,226 shares; 2026Q1: 47,300 shares; 2026Q2: 38,473 shares 38,473 $1.64M 0.02% -8,827 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: 13,426 shares; 2024Q4: 13,179 shares; 2025Q1: 13,830 shares; 2025Q2: 13,622 shares; 2025Q3: 13,623 shares; 2025Q4: 13,688 shares; 2026Q1: 14,399 shares; 2026Q2: 14,836 shares 14,836 $1.64M 0.02% +437 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 25,580 shares; 2026Q1: 23,243 shares; 2026Q2: 21,047 shares 21,047 $1.64M 0.02% -2,196 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 2,293 shares; 2025Q1: 3,840 shares; 2025Q2: 4,151 shares; 2025Q3: 4,400 shares; 2025Q4: 3,543 shares; 2026Q1: 4,247 shares; 2026Q2: 3,882 shares 3,882 $1.62M 0.02% -365 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,260 shares; 2024Q4: 11,683 shares; 2025Q1: 8,501 shares; 2025Q2: 16,137 shares; 2025Q3: 15,995 shares; 2025Q4: 16,011 shares; 2026Q1: 16,265 shares; 2026Q2: 17,039 shares 17,039 $1.61M 0.02% +774 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: 16,212 shares; 2024Q4: 12,394 shares; 2025Q1: 12,225 shares; 2025Q2: 15,967 shares; 2025Q3: 12,769 shares; 2025Q4: 13,268 shares; 2026Q1: 13,235 shares; 2026Q2: 13,728 shares 13,728 $1.61M 0.02% +493 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,243 shares; 2024Q4: 17,074 shares; 2025Q1: 8,300 shares; 2025Q2: 18,445 shares; 2025Q3: 18,128 shares; 2025Q4: 16,850 shares; 2026Q1: 16,438 shares; 2026Q2: 17,225 shares 17,225 $1.61M 0.02% +787 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: 19,248 shares; 2024Q4: 17,865 shares; 2025Q1: 16,059 shares; 2025Q2: 16,579 shares; 2025Q3: 17,848 shares; 2025Q4: 16,980 shares; 2026Q1: 17,508 shares; 2026Q2: 17,698 shares 17,698 $1.6M 0.02% +190 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,935 shares; 2024Q4: 4,797 shares; 2025Q1: 11,151 shares; 2025Q2: 11,466 shares; 2025Q3: 15,486 shares; 2025Q4: 15,468 shares; 2026Q1: 13,453 shares; 2026Q2: 14,280 shares 14,280 $1.59M 0.02% +827 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: 6,782 shares; 2024Q4: 5,886 shares; 2025Q1: 5,239 shares; 2025Q2: 5,147 shares; 2025Q3: 4,759 shares; 2025Q4: 4,174 shares; 2026Q1: 4,117 shares; 2026Q2: 3,447 shares 3,447 $1.58M 0.02% -670 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,053 shares; 2024Q4: 37,943 shares; 2025Q1: 30,963 shares; 2025Q2: 31,051 shares; 2025Q3: 32,046 shares; 2025Q4: 29,407 shares; 2026Q1: 29,419 shares; 2026Q2: 28,362 shares 28,362 $1.58M 0.02% -1,057 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: 16,432 shares; 2024Q4: 13,791 shares; 2025Q1: 13,869 shares; 2025Q2: 13,932 shares; 2025Q3: 14,513 shares; 2025Q4: 13,943 shares; 2026Q1: 24,921 shares; 2026Q2: 27,867 shares 27,867 $1.57M 0.02% +2,946 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,710 shares; 2025Q2: 25,592 shares; 2025Q3: 40,690 shares; 2025Q4: 35,700 shares; 2026Q1: 34,994 shares; 2026Q2: 32,761 shares 32,761 $1.56M 0.02% -2,233 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: 48,361 shares; 2024Q4: 43,519 shares; 2025Q1: 37,599 shares; 2025Q2: 45,763 shares; 2025Q3: 49,008 shares; 2025Q4: 46,267 shares; 2026Q1: 45,800 shares; 2026Q2: 42,118 shares 42,118 $1.56M 0.02% -3,682 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: 17,079 shares; 2024Q4: 20,008 shares; 2025Q1: 20,008 shares; 2025Q2: 17,079 shares; 2025Q3: 17,079 shares; 2025Q4: 17,079 shares; 2026Q1: 17,900 shares; 2026Q2: 18,900 shares 18,900 $1.56M 0.02% +1,000 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: 14,699 shares; 2024Q4: 15,290 shares; 2025Q1: 15,294 shares; 2025Q2: 17,210 shares; 2025Q3: 17,126 shares; 2025Q4: 17,922 shares; 2026Q1: 17,473 shares; 2026Q2: 17,436 shares 17,436 $1.54M 0.02% -37 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,141 shares; 2024Q4: 21,602 shares; 2025Q1: 14,717 shares; 2025Q2: 20,831 shares; 2025Q3: 21,352 shares; 2025Q4: 20,970 shares; 2026Q1: 19,708 shares; 2026Q2: 18,680 shares 18,680 $1.54M 0.02% -1,028 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: 1,552 shares; 2024Q4: 1,457 shares; 2025Q1: 1,476 shares; 2025Q2: 1,438 shares; 2025Q3: 1,577 shares; 2025Q4: 1,345 shares; 2026Q1: 972 shares; 2026Q2: 906 shares 906 $1.54M 0.02% -66 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: 10,049 shares; 2024Q4: 8,039 shares; 2025Q1: 8,528 shares; 2025Q2: 8,589 shares; 2025Q3: 8,766 shares; 2025Q4: 8,532 shares; 2026Q1: 9,289 shares; 2026Q2: 9,548 shares 9,548 $1.53M 0.02% +259 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,693 shares; 2024Q4: 16,591 shares; 2025Q1: 19,271 shares; 2025Q2: 18,053 shares; 2025Q3: 17,723 shares; 2025Q4: 18,528 shares; 2026Q1: 19,712 shares; 2026Q2: 19,320 shares 19,320 $1.53M 0.02% -392 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,309 shares; 2024Q4: 25,396 shares; 2025Q1: 26,529 shares; 2025Q2: 28,423 shares; 2025Q3: 34,955 shares; 2025Q4: 26,698 shares; 2026Q1: 28,036 shares; 2026Q2: 24,586 shares 24,586 $1.52M 0.02% -3,450 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,885 shares; 2024Q4: 9,971 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,971 shares; 2025Q4: 9,971 shares; 2026Q1: 9,971 shares; 2026Q2: 9,844 shares 9,844 $1.52M 0.02% -127 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,516 shares; 2024Q4: 47,433 shares; 2025Q1: 43,438 shares; 2025Q2: 30,714 shares; 2025Q3: 30,334 shares; 2025Q4: 25,495 shares; 2026Q1: 20,516 shares; 2026Q2: 20,180 shares 20,180 $1.52M 0.02% -336 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: 52,984 shares; 2024Q4: 32,562 shares; 2025Q1: 46,095 shares; 2025Q2: 35,698 shares; 2025Q3: 39,732 shares; 2025Q4: 46,183 shares; 2026Q1: 54,229 shares; 2026Q2: 56,772 shares 56,772 $1.51M 0.02% +2,543 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: 6,743 shares; 2024Q4: 9,677 shares; 2025Q1: 8,452 shares; 2025Q2: 12,071 shares; 2025Q3: 9,976 shares; 2025Q4: 11,507 shares; 2026Q1: 9,795 shares; 2026Q2: 8,887 shares 8,887 $1.51M 0.02% -908 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,804 shares; 2024Q4: 15,066 shares; 2025Q1: 13,418 shares; 2025Q2: 14,093 shares; 2025Q3: 13,838 shares; 2025Q4: 11,800 shares; 2026Q1: 12,624 shares; 2026Q2: 11,860 shares 11,860 $1.51M 0.02% -764 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,879 shares; 2026Q1: 4,248 shares; 2026Q2: 4,949 shares 4,949 $1.5M 0.02% +701 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,330 shares; 2024Q4: 37,346 shares; 2025Q1: 39,355 shares; 2025Q2: 44,671 shares; 2025Q3: 46,132 shares; 2025Q4: 45,142 shares; 2026Q1: 45,786 shares; 2026Q2: 47,535 shares 47,535 $1.49M 0.02% +1,749 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,595 shares; 2026Q1: 48,595 shares; 2026Q2: 48,595 shares 48,595 $1.49M 0.02% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares; 2026Q2: 1,737 shares 1,737 $1.49M 0.02% +1,184 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: 85,568 shares; 2024Q4: 79,067 shares; 2025Q1: 77,752 shares; 2025Q2: 65,592 shares; 2025Q3: 65,690 shares; 2025Q4: 67,231 shares; 2026Q1: 64,008 shares; 2026Q2: 62,930 shares 62,930 $1.49M 0.02% -1,078 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,046 shares; 2025Q4: 2,739 shares; 2026Q1: 5,187 shares; 2026Q2: 5,382 shares 5,382 $1.49M 0.02% +195 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,989 shares; 2026Q2: 19,807 shares 19,807 $1.48M 0.02% -1,182 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,235 shares; 2024Q4: 60,776 shares; 2025Q1: 58,444 shares; 2025Q2: 76,223 shares; 2025Q3: 75,184 shares; 2025Q4: 77,602 shares; 2026Q1: 65,187 shares; 2026Q2: 77,464 shares 77,464 $1.48M 0.02% +12,277 Timeline