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: 724,012 shares; 2024Q4: 697,910 shares; 2025Q1: 729,689 shares; 2025Q2: 724,517 shares; 2025Q3: 745,381 shares; 2025Q4: 747,672 shares; 2026Q1: 767,033 shares; 2026Q2: 760,880 shares 760,880 $523M 6.3% -6,153 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: 847,414 shares; 2024Q4: 893,366 shares; 2025Q1: 623,212 shares; 2025Q2: 961,212 shares; 2025Q3: 1,426,605 shares; 2025Q4: 1,415,079 shares; 2026Q1: 1,394,254 shares; 2026Q2: 1,356,311 shares 1,356,311 $392M 4.73% -37,943 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: 426,538 shares; 2024Q4: 431,207 shares; 2025Q1: 427,281 shares; 2025Q2: 426,282 shares; 2025Q3: 436,512 shares; 2025Q4: 457,655 shares; 2026Q1: 448,294 shares; 2026Q2: 443,357 shares 443,357 $332M 4% -4,937 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: 1,336,158 shares; 2024Q4: 1,380,707 shares; 2025Q1: 1,384,784 shares; 2025Q2: 1,612,468 shares; 2025Q3: 1,634,011 shares; 2025Q4: 1,646,361 shares; 2026Q1: 1,645,686 shares; 2026Q2: 1,655,059 shares 1,655,059 $331M 3.99% +9,373 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: 499,569 shares; 2024Q4: 502,379 shares; 2025Q1: 519,374 shares; 2025Q2: 632,145 shares; 2025Q3: 704,873 shares; 2025Q4: 698,049 shares; 2026Q1: 682,561 shares; 2026Q2: 720,332 shares 720,332 $257M 3.1% +37,771 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054,516 shares; 2024Q4: 3,071,734 shares; 2025Q1: 3,184,865 shares; 2025Q2: 3,109,469 shares; 2025Q3: 3,152,906 shares; 2025Q4: 3,032,779 shares; 2026Q1: 3,056,960 shares; 2026Q2: 3,076,331 shares 3,076,331 $237M 2.86% +19,371 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: 444,116 shares; 2024Q4: 449,028 shares; 2025Q1: 459,597 shares; 2025Q2: 540,509 shares; 2025Q3: 583,576 shares; 2025Q4: 582,858 shares; 2026Q1: 589,634 shares; 2026Q2: 600,539 shares 600,539 $224M 2.7% +10,905 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,148,357 shares; 2024Q4: 2,178,970 shares; 2025Q1: 2,219,554 shares; 2025Q2: 2,240,962 shares; 2025Q3: 2,276,167 shares; 2025Q4: 2,227,611 shares; 2026Q1: 2,288,069 shares; 2026Q2: 2,296,101 shares 2,296,101 $222M 2.67% +8,032 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: 225,005 shares; 2024Q4: 240,622 shares; 2025Q1: 256,658 shares; 2025Q2: 255,062 shares; 2025Q3: 247,602 shares; 2025Q4: 242,032 shares; 2026Q1: 224,818 shares; 2026Q2: 239,732 shares 239,732 $179M 2.16% +14,914 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: 426,930 shares; 2024Q4: 455,778 shares; 2025Q1: 370,732 shares; 2025Q2: 611,893 shares; 2025Q3: 674,399 shares; 2025Q4: 680,067 shares; 2026Q1: 669,306 shares; 2026Q2: 686,590 shares 686,590 $164M 1.97% +17,284 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: 590,795 shares; 2024Q4: 712,288 shares; 2025Q1: 780,621 shares; 2025Q2: 1,422,417 shares; 2025Q3: 1,566,625 shares; 2025Q4: 1,740,735 shares; 2026Q1: 2,017,148 shares; 2026Q2: 2,146,728 shares 2,146,728 $153M 1.84% +129,580 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: 1,561,223 shares; 2024Q4: 1,513,678 shares; 2025Q1: 1,508,546 shares; 2025Q2: 1,562,846 shares; 2025Q3: 1,568,565 shares; 2025Q4: 1,529,431 shares; 2026Q1: 1,663,169 shares; 2026Q2: 1,667,104 shares 1,667,104 $138M 1.66% +3,935 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: 683,280 shares; 2024Q4: 661,059 shares; 2025Q1: 674,093 shares; 2025Q2: 670,761 shares; 2025Q3: 657,583 shares; 2025Q4: 637,292 shares; 2026Q1: 633,314 shares; 2026Q2: 626,479 shares 626,479 $137M 1.64% -6,835 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: 94,792 shares; 2024Q4: 115,961 shares; 2025Q1: 170,524 shares; 2025Q2: 263,029 shares; 2025Q3: 276,728 shares; 2025Q4: 303,523 shares; 2026Q1: 301,825 shares; 2026Q2: 317,191 shares 317,191 $120M 1.44% +15,366 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: 370,830 shares; 2024Q4: 394,594 shares; 2025Q1: 401,120 shares; 2025Q2: 382,467 shares; 2025Q3: 386,528 shares; 2025Q4: 391,062 shares; 2026Q1: 378,372 shares; 2026Q2: 374,893 shares 374,893 $113M 1.36% -3,479 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: 317,501 shares; 2024Q4: 325,464 shares; 2025Q1: 306,788 shares; 2025Q2: 305,191 shares; 2025Q3: 381,952 shares; 2025Q4: 359,118 shares; 2026Q1: 351,138 shares; 2026Q2: 331,758 shares 331,758 $109M 1.31% -19,380 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: 582,814 shares; 2024Q4: 584,036 shares; 2025Q1: 591,453 shares; 2025Q2: 655,784 shares; 2025Q3: 721,121 shares; 2025Q4: 713,376 shares; 2026Q1: 717,328 shares; 2026Q2: 654,418 shares 654,418 $96M 1.16% -62,910 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: 11,152 shares; 2024Q4: 13,547 shares; 2025Q1: 132,668 shares; 2025Q2: 135,118 shares; 2025Q3: 179,533 shares; 2025Q4: 180,968 shares; 2026Q1: 183,763 shares; 2026Q2: 184,306 shares 184,306 $94.7M 1.14% +543 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: 50,575 shares; 2024Q4: 54,047 shares; 2025Q1: 56,465 shares; 2025Q2: 70,687 shares; 2025Q3: 74,287 shares; 2025Q4: 74,935 shares; 2026Q1: 74,978 shares; 2026Q2: 76,092 shares 76,092 $91.3M 1.1% +1,114 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: 210,657 shares; 2024Q4: 188,675 shares; 2025Q1: 183,679 shares; 2025Q2: 228,819 shares; 2025Q3: 279,844 shares; 2025Q4: 279,318 shares; 2026Q1: 249,454 shares; 2026Q2: 256,623 shares 256,623 $90.7M 1.09% +7,169 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: 94,176 shares; 2024Q4: 93,839 shares; 2025Q1: 112,549 shares; 2025Q2: 133,576 shares; 2025Q3: 148,617 shares; 2025Q4: 157,112 shares; 2026Q1: 155,883 shares; 2026Q2: 158,845 shares 158,845 $89.5M 1.08% +2,962 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: 1,007,169 shares; 2024Q4: 1,040,862 shares; 2025Q1: 904,865 shares; 2025Q2: 1,309,019 shares; 2025Q3: 1,334,526 shares; 2025Q4: 1,348,048 shares; 2026Q1: 1,345,789 shares; 2026Q2: 1,443,485 shares 1,443,485 $82.2M 0.99% +97,696 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678,511 shares; 2024Q4: 666,587 shares; 2025Q1: 611,919 shares; 2025Q2: 483,873 shares; 2025Q3: 475,926 shares; 2025Q4: 467,252 shares; 2026Q1: 449,559 shares; 2026Q2: 437,273 shares 437,273 $82.2M 0.99% -12,286 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,478 shares; 2024Q4: 17,989 shares; 2025Q1: 12,668 shares; 2025Q2: 12,739 shares; 2025Q3: 14,245 shares; 2025Q4: 18,341 shares; 2026Q1: 481,189 shares; 2026Q2: 1,050,510 shares 1,050,510 $80.6M 0.97% +569,321 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: 122,563 shares; 2024Q4: 124,869 shares; 2025Q1: 128,585 shares; 2025Q2: 118,767 shares; 2025Q3: 124,032 shares; 2025Q4: 119,032 shares; 2026Q1: 108,943 shares; 2026Q2: 108,269 shares 108,269 $79.7M 0.96% -674 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: 181,078 shares; 2024Q4: 193,475 shares; 2025Q1: 198,254 shares; 2025Q2: 191,666 shares; 2025Q3: 194,580 shares; 2025Q4: 200,433 shares; 2026Q1: 207,492 shares; 2026Q2: 831,448 shares 831,448 $67M 0.81% +623,956 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: 92,092 shares; 2024Q4: 95,793 shares; 2025Q1: 113,720 shares; 2025Q2: 158,186 shares; 2025Q3: 161,007 shares; 2025Q4: 150,129 shares; 2026Q1: 135,763 shares; 2026Q2: 134,937 shares 134,937 $57.5M 0.69% -826 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: 584,052 shares; 2024Q4: 1,286,946 shares; 2025Q1: 1,224,399 shares; 2025Q2: 1,733,768 shares; 2025Q3: 1,828,142 shares; 2025Q4: 1,899,391 shares; 2026Q1: 2,027,127 shares; 2026Q2: 2,069,731 shares 2,069,731 $57.3M 0.69% +42,604 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: 203,534 shares; 2024Q4: 196,177 shares; 2025Q1: 203,758 shares; 2025Q2: 174,198 shares; 2025Q3: 173,709 shares; 2025Q4: 177,519 shares; 2026Q1: 177,989 shares; 2026Q2: 185,047 shares 185,047 $56.1M 0.68% +7,058 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,364 shares; 2024Q4: 290,363 shares; 2025Q1: 328,216 shares; 2025Q2: 361,339 shares; 2025Q3: 388,422 shares; 2025Q4: 423,033 shares; 2026Q1: 450,661 shares; 2026Q2: 460,749 shares 460,749 $54.8M 0.66% +10,088 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: 174,461 shares; 2024Q4: 157,578 shares; 2025Q1: 152,711 shares; 2025Q2: 164,335 shares; 2025Q3: 195,465 shares; 2025Q4: 198,834 shares; 2026Q1: 206,800 shares; 2026Q2: 210,648 shares 210,648 $53.5M 0.64% +3,848 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: 143,657 shares; 2024Q4: 140,966 shares; 2025Q1: 141,212 shares; 2025Q2: 142,532 shares; 2025Q3: 147,599 shares; 2025Q4: 292,697 shares; 2026Q1: 275,385 shares; 2026Q2: 274,476 shares 274,476 $52.3M 0.63% -909 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: 99,228 shares; 2024Q4: 112,770 shares; 2025Q1: 110,616 shares; 2025Q2: 154,684 shares; 2025Q3: 175,520 shares; 2025Q4: 175,121 shares; 2026Q1: 170,368 shares; 2026Q2: 200,168 shares 200,168 $50.4M 0.61% +29,800 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: 497,764 shares; 2024Q4: 509,308 shares; 2025Q1: 466,285 shares; 2025Q2: 474,572 shares; 2025Q3: 480,349 shares; 2025Q4: 467,574 shares; 2026Q1: 473,456 shares; 2026Q2: 473,434 shares 473,434 $49.2M 0.59% -22 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: 35,207 shares; 2024Q4: 53,622 shares; 2025Q1: 43,930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,649 shares; 2026Q1: 68,964 shares; 2026Q2: 67,752 shares 67,752 $48.8M 0.59% -1,212 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: 552,299 shares; 2024Q4: 540,851 shares; 2025Q1: 532,202 shares; 2025Q2: 507,095 shares; 2025Q3: 498,828 shares; 2025Q4: 482,194 shares; 2026Q1: 486,852 shares; 2026Q2: 492,781 shares 492,781 $47.5M 0.57% +5,929 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: 41,501 shares; 2024Q4: 42,723 shares; 2025Q1: 43,970 shares; 2025Q2: 43,625 shares; 2025Q3: 46,123 shares; 2025Q4: 46,682 shares; 2026Q1: 61,467 shares; 2026Q2: 46,924 shares 46,924 $47.5M 0.57% -14,543 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: 96,237 shares; 2024Q4: 101,289 shares; 2025Q1: 101,576 shares; 2025Q2: 104,948 shares; 2025Q3: 120,644 shares; 2025Q4: 119,365 shares; 2026Q1: 112,927 shares; 2026Q2: 134,534 shares 134,534 $46.2M 0.56% +21,607 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: 311,554 shares; 2024Q4: 293,090 shares; 2025Q1: 290,872 shares; 2025Q2: 367,532 shares; 2025Q3: 866,913 shares; 2025Q4: 919,399 shares; 2026Q1: 923,074 shares; 2026Q2: 838,201 shares 838,201 $42.4M 0.51% -84,873 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: 48,115 shares; 2024Q4: 46,519 shares; 2025Q1: 46,445 shares; 2025Q2: 60,781 shares; 2025Q3: 59,770 shares; 2025Q4: 59,213 shares; 2026Q1: 59,036 shares; 2026Q2: 59,492 shares 59,492 $41.8M 0.5% +456 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,902 shares; 2024Q4: 19,097 shares; 2025Q1: 26,420 shares; 2025Q2: 29,146 shares; 2025Q3: 30,853 shares; 2025Q4: 33,679 shares; 2026Q1: 36,156 shares; 2026Q2: 37,369 shares 37,369 $39.8M 0.48% +1,213 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: 58,034 shares; 2024Q4: 61,042 shares; 2025Q1: 39,286 shares; 2025Q2: 70,958 shares; 2025Q3: 83,783 shares; 2025Q4: 91,288 shares; 2026Q1: 79,677 shares; 2026Q2: 79,219 shares 79,219 $39.6M 0.48% -458 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: 330,078 shares; 2024Q4: 338,530 shares; 2025Q1: 361,164 shares; 2025Q2: 469,216 shares; 2025Q3: 474,318 shares; 2025Q4: 481,954 shares; 2026Q1: 480,586 shares; 2026Q2: 484,121 shares 484,121 $39.6M 0.48% +3,535 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: 26,577 shares; 2024Q4: 58,972 shares; 2025Q1: 72,240 shares; 2025Q2: 81,777 shares; 2025Q3: 81,557 shares; 2025Q4: 80,406 shares; 2026Q1: 84,173 shares; 2026Q2: 91,080 shares 91,080 $38.3M 0.46% +6,907 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: 100,695 shares; 2024Q4: 98,903 shares; 2025Q1: 103,701 shares; 2025Q2: 112,094 shares; 2025Q3: 117,304 shares; 2025Q4: 102,974 shares; 2026Q1: 101,485 shares; 2026Q2: 104,640 shares 104,640 $36.9M 0.44% +3,155 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: 234,880 shares; 2024Q4: 343,326 shares; 2025Q1: 264,766 shares; 2025Q2: 264,342 shares; 2025Q3: 263,251 shares; 2025Q4: 262,501 shares; 2026Q1: 259,354 shares; 2026Q2: 337,842 shares 337,842 $36M 0.43% +78,488 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: 25,844 shares; 2024Q4: 25,937 shares; 2025Q1: 27,126 shares; 2025Q2: 33,495 shares; 2025Q3: 39,743 shares; 2025Q4: 39,254 shares; 2026Q1: 38,237 shares; 2026Q2: 38,236 shares 38,236 $35.8M 0.43% -1 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: 272,068 shares; 2024Q4: 272,155 shares; 2025Q1: 291,881 shares; 2025Q2: 308,033 shares; 2025Q3: 316,343 shares; 2025Q4: 316,176 shares; 2026Q1: 307,973 shares; 2026Q2: 302,529 shares 302,529 $35.5M 0.43% -5,444 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: 243,997 shares; 2024Q4: 231,322 shares; 2025Q1: 320,445 shares; 2025Q2: 281,090 shares; 2025Q3: 282,793 shares; 2025Q4: 276,194 shares; 2026Q1: 269,662 shares; 2026Q2: 261,913 shares 261,913 $33.7M 0.41% -7,749 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: 27,644 shares; 2024Q4: 29,788 shares; 2025Q1: 32,935 shares; 2025Q2: 33,448 shares; 2025Q3: 34,523 shares; 2025Q4: 34,733 shares; 2026Q1: 33,744 shares; 2026Q2: 34,315 shares 34,315 $33.6M 0.4% +571 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: 176,487 shares; 2024Q4: 191,245 shares; 2025Q1: 192,827 shares; 2025Q2: 245,156 shares; 2025Q3: 239,207 shares; 2025Q4: 232,450 shares; 2026Q1: 220,344 shares; 2026Q2: 218,871 shares 218,871 $32.5M 0.39% -1,473 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,949 shares; 2024Q4: 71,644 shares; 2025Q1: 77,743 shares; 2025Q2: 90,711 shares; 2025Q3: 91,824 shares; 2025Q4: 120,630 shares; 2026Q1: 98,878 shares; 2026Q2: 106,000 shares 106,000 $32.1M 0.39% +7,122 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,918 shares; 2024Q4: 396,644 shares; 2025Q1: 391,186 shares; 2025Q2: 343,250 shares; 2025Q3: 346,803 shares; 2025Q4: 361,264 shares; 2026Q1: 350,933 shares; 2026Q2: 366,569 shares 366,569 $30.7M 0.37% +15,636 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: 186,815 shares; 2024Q4: 198,991 shares; 2025Q1: 176,664 shares; 2025Q2: 198,742 shares; 2025Q3: 203,395 shares; 2025Q4: 216,347 shares; 2026Q1: 207,466 shares; 2026Q2: 218,740 shares 218,740 $30.1M 0.36% +11,274 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: 14,549 shares; 2024Q4: 14,404 shares; 2025Q1: 15,322 shares; 2025Q2: 128,605 shares; 2025Q3: 229,091 shares; 2025Q4: 218,193 shares; 2026Q1: 211,248 shares; 2026Q2: 209,223 shares 209,223 $29.3M 0.35% -2,025 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: 34,980 shares; 2024Q4: 36,235 shares; 2025Q1: 36,398 shares; 2025Q2: 53,094 shares; 2025Q3: 54,433 shares; 2025Q4: 52,893 shares; 2026Q1: 53,399 shares; 2026Q2: 53,542 shares 53,542 $27.8M 0.33% +143 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: 13,917 shares; 2024Q4: 13,745 shares; 2025Q1: 27,542 shares; 2025Q2: 25,668 shares; 2025Q3: 25,718 shares; 2025Q4: 25,564 shares; 2026Q1: 25,827 shares; 2026Q2: 24,337 shares 24,337 $27.6M 0.33% -1,490 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: 30,216 shares; 2024Q4: 31,770 shares; 2025Q1: 31,948 shares; 2025Q2: 31,234 shares; 2025Q3: 31,121 shares; 2025Q4: 30,101 shares; 2026Q1: 30,938 shares; 2026Q2: 38,369 shares 38,369 $27.4M 0.33% +7,431 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: 6,774 shares; 2024Q4: 9,101 shares; 2025Q1: 9,075 shares; 2025Q2: 10,242 shares; 2025Q3: 109,934 shares; 2025Q4: 108,854 shares; 2026Q1: 108,021 shares; 2026Q2: 106,412 shares 106,412 $27.2M 0.33% -1,609 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: 42,791 shares; 2024Q4: 124,687 shares; 2025Q1: 163,677 shares; 2025Q2: 222,715 shares; 2025Q3: 222,545 shares; 2025Q4: 220,078 shares; 2026Q1: 220,190 shares; 2026Q2: 180,621 shares 180,621 $26.1M 0.31% -39,569 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: 167,011 shares; 2024Q4: 164,109 shares; 2025Q1: 284,194 shares; 2025Q2: 301,537 shares; 2025Q3: 311,028 shares; 2025Q4: 310,144 shares; 2026Q1: 306,925 shares; 2026Q2: 313,678 shares 313,678 $25.9M 0.31% +6,753 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,047 shares; 2024Q4: 31,871 shares; 2025Q1: 31,459 shares; 2025Q2: 33,700 shares; 2025Q3: 37,596 shares; 2025Q4: 37,589 shares; 2026Q1: 43,015 shares; 2026Q2: 298,384 shares 298,384 $25.7M 0.31% +255,369 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: 30,105 shares; 2024Q4: 29,898 shares; 2025Q1: 64,990 shares; 2025Q2: 62,028 shares; 2025Q3: 64,126 shares; 2025Q4: 66,718 shares; 2026Q1: 66,588 shares; 2026Q2: 65,367 shares 65,367 $25.5M 0.31% -1,221 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: 168,419 shares; 2024Q4: 188,116 shares; 2025Q1: 190,923 shares; 2025Q2: 196,430 shares; 2025Q3: 210,405 shares; 2025Q4: 212,287 shares; 2026Q1: 213,224 shares; 2026Q2: 223,983 shares 223,983 $25.4M 0.31% +10,759 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: 22,117 shares; 2024Q4: 22,694 shares; 2025Q1: 22,810 shares; 2025Q2: 32,918 shares; 2025Q3: 42,881 shares; 2025Q4: 43,403 shares; 2026Q1: 49,824 shares; 2026Q2: 50,988 shares 50,988 $25.3M 0.31% +1,164 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: 230,530 shares; 2024Q4: 222,213 shares; 2025Q1: 228,094 shares; 2025Q2: 259,175 shares; 2025Q3: 275,866 shares; 2025Q4: 274,030 shares; 2026Q1: 274,267 shares; 2026Q2: 251,858 shares 251,858 $24.2M 0.29% -22,409 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: 23,542 shares; 2024Q4: 23,660 shares; 2025Q1: 18,969 shares; 2025Q2: 48,473 shares; 2025Q3: 49,146 shares; 2025Q4: 54,862 shares; 2026Q1: 55,952 shares; 2026Q2: 46,115 shares 46,115 $23.5M 0.28% -9,837 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: 82,647 shares; 2024Q4: 90,036 shares; 2025Q1: 29,068 shares; 2025Q2: 90,630 shares; 2025Q3: 36,337 shares; 2025Q4: 31,280 shares; 2026Q1: 31,132 shares; 2026Q2: 32,374 shares 32,374 $23.4M 0.28% +1,242 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,949 shares; 2025Q4: 8,926 shares; 2026Q1: 11,126 shares; 2026Q2: 11,238 shares 11,238 $23.4M 0.28% +112 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,814 shares; 2024Q4: 53,436 shares; 2025Q1: 61,517 shares; 2025Q2: 57,725 shares; 2025Q3: 57,177 shares; 2025Q4: 56,340 shares; 2026Q1: 54,197 shares; 2026Q2: 54,790 shares 54,790 $23.4M 0.28% +593 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: 421,737 shares; 2024Q4: 455,677 shares; 2025Q1: 380,730 shares; 2025Q2: 381,238 shares; 2025Q3: 365,945 shares; 2025Q4: 371,124 shares; 2026Q1: 370,509 shares; 2026Q2: 390,325 shares 390,325 $23.3M 0.28% +19,816 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: 190,518 shares; 2024Q4: 190,490 shares; 2025Q1: 187,662 shares; 2025Q2: 186,866 shares; 2025Q3: 189,796 shares; 2025Q4: 166,568 shares; 2026Q1: 156,288 shares; 2026Q2: 154,372 shares 154,372 $22.6M 0.27% -1,916 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: 86,541 shares; 2024Q4: 86,149 shares; 2025Q1: 22,420 shares; 2025Q2: 64,429 shares; 2025Q3: 69,218 shares; 2025Q4: 68,023 shares; 2026Q1: 66,648 shares; 2026Q2: 65,806 shares 65,806 $22.3M 0.27% -842 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: 5,872 shares; 2024Q4: 7,280 shares; 2025Q1: 9,400 shares; 2025Q2: 10,231 shares; 2025Q3: 16,485 shares; 2025Q4: 166,666 shares; 2026Q1: 286,009 shares; 2026Q2: 310,311 shares 310,311 $22.2M 0.27% +24,302 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,271 shares; 2024Q4: 443,509 shares; 2025Q1: 426,997 shares; 2025Q2: 428,065 shares; 2025Q3: 397,212 shares; 2025Q4: 339,374 shares; 2026Q1: 315,426 shares; 2026Q2: 314,979 shares 314,979 $22.1M 0.27% -447 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: 279,541 shares; 2024Q4: 274,126 shares; 2025Q1: 267,421 shares; 2025Q2: 255,666 shares; 2025Q3: 239,934 shares; 2025Q4: 236,531 shares; 2026Q1: 234,954 shares; 2026Q2: 228,133 shares 228,133 $22M 0.27% -6,821 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,762 shares; 2025Q1: 10,749 shares; 2025Q2: 15,507 shares; 2025Q3: 17,500 shares; 2025Q4: 16,647 shares; 2026Q1: 46,500 shares; 2026Q2: 49,672 shares 49,672 $21.5M 0.26% +3,172 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: 5,789 shares; 2024Q4: 6,830 shares; 2025Q1: 8,532 shares; 2025Q2: 9,468 shares; 2025Q3: 10,790 shares; 2025Q4: 11,837 shares; 2026Q1: 15,490 shares; 2026Q2: 18,479 shares 18,479 $21.3M 0.26% +2,989 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: 55,673 shares; 2024Q4: 56,103 shares; 2025Q1: 57,920 shares; 2025Q2: 58,886 shares; 2025Q3: 61,498 shares; 2025Q4: 63,446 shares; 2026Q1: 64,611 shares; 2026Q2: 67,075 shares 67,075 $21.1M 0.25% +2,464 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: 353,889 shares; 2024Q4: 381,379 shares; 2025Q1: 395,280 shares; 2025Q2: 406,623 shares; 2025Q3: 409,264 shares; 2025Q4: 413,431 shares; 2026Q1: 411,086 shares; 2026Q2: 389,725 shares 389,725 $20.9M 0.25% -21,361 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: 83,771 shares; 2024Q4: 83,237 shares; 2025Q1: 80,716 shares; 2025Q2: 85,404 shares; 2025Q3: 87,148 shares; 2025Q4: 89,870 shares; 2026Q1: 85,732 shares; 2026Q2: 87,802 shares 87,802 $20.8M 0.25% +2,070 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: 27,816 shares; 2024Q4: 29,708 shares; 2025Q1: 28,989 shares; 2025Q2: 33,725 shares; 2025Q3: 40,514 shares; 2025Q4: 40,209 shares; 2026Q1: 38,786 shares; 2026Q2: 38,783 shares 38,783 $19.4M 0.23% -3 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: 31,177 shares; 2024Q4: 35,347 shares; 2025Q1: 36,710 shares; 2025Q2: 37,264 shares; 2025Q3: 37,493 shares; 2025Q4: 37,137 shares; 2026Q1: 34,182 shares; 2026Q2: 155,757 shares 155,757 $19.3M 0.23% +121,575 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,850 shares; 2024Q4: 582,266 shares; 2025Q1: 574,115 shares; 2025Q2: 951,002 shares; 2025Q3: 969,212 shares; 2025Q4: 968,524 shares; 2026Q1: 996,035 shares; 2026Q2: 997,535 shares 997,535 $19.2M 0.23% +1,500 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: 118,818 shares; 2024Q4: 125,595 shares; 2025Q1: 125,141 shares; 2025Q2: 126,461 shares; 2025Q3: 130,431 shares; 2025Q4: 127,469 shares; 2026Q1: 126,126 shares; 2026Q2: 126,957 shares 126,957 $19.2M 0.23% +831 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540,739 shares; 2025Q4: 612,696 shares; 2026Q1: 612,696 shares; 2026Q2: 588,234 shares 588,234 $18.9M 0.23% -24,462 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: 286,556 shares; 2024Q4: 287,869 shares; 2025Q1: 291,758 shares; 2025Q2: 282,154 shares; 2025Q3: 283,238 shares; 2025Q4: 279,210 shares; 2026Q1: 267,621 shares; 2026Q2: 267,466 shares 267,466 $18.3M 0.22% -155 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: 94,597 shares; 2024Q4: 23,303 shares; 2025Q1: 48,868 shares; 2025Q2: 115,914 shares; 2025Q3: 94,323 shares; 2025Q4: 67,971 shares; 2026Q1: 69,716 shares; 2026Q2: 71,850 shares 71,850 $18.3M 0.22% +2,134 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: 15,954 shares; 2024Q4: 17,544 shares; 2025Q1: 17,243 shares; 2025Q2: 24,538 shares; 2025Q3: 26,415 shares; 2025Q4: 27,369 shares; 2026Q1: 27,519 shares; 2026Q2: 31,037 shares 31,037 $18M 0.22% +3,518 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: 41,296 shares; 2024Q4: 39,634 shares; 2025Q1: 40,646 shares; 2025Q2: 45,416 shares; 2025Q3: 54,009 shares; 2025Q4: 44,670 shares; 2026Q1: 46,316 shares; 2026Q2: 47,772 shares 47,772 $17.7M 0.21% +1,456 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,889 shares; 2024Q4: 66,514 shares; 2025Q1: 63,547 shares; 2025Q2: 151,024 shares; 2025Q3: 172,812 shares; 2025Q4: 200,174 shares; 2026Q1: 178,143 shares; 2026Q2: 198,111 shares 198,111 $17.4M 0.21% +19,968 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: 191,932 shares; 2024Q4: 197,638 shares; 2025Q1: 201,847 shares; 2025Q2: 201,973 shares; 2025Q3: 203,135 shares; 2025Q4: 202,271 shares; 2026Q1: 195,736 shares; 2026Q2: 194,124 shares 194,124 $17M 0.21% -1,612 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 33,649 shares; 2025Q4: 33,085 shares; 2026Q1: 31,892 shares; 2026Q2: 329,801 shares 329,801 $16.6M 0.2% +297,909 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,064 shares; 2024Q4: 154,885 shares; 2025Q1: 138,905 shares; 2025Q2: 157,316 shares; 2025Q3: 160,055 shares; 2025Q4: 164,306 shares; 2026Q1: 175,025 shares; 2026Q2: 183,269 shares 183,269 $16.3M 0.2% +8,244 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: 582 shares; 2024Q4: 860 shares; 2025Q1: 8,294 shares; 2025Q2: 8,419 shares; 2025Q3: 8,703 shares; 2025Q4: 8,315 shares; 2026Q1: 8,386 shares; 2026Q2: 53,754 shares 53,754 $16.2M 0.2% +45,368 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,102 shares; 2024Q4: 2,069 shares; 2025Q1: 113,269 shares; 2025Q2: 118,277 shares; 2025Q3: 114,674 shares; 2025Q4: 114,732 shares; 2026Q1: 129,560 shares; 2026Q2: 137,479 shares 137,479 $16.1M 0.19% +7,919 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: 14,815 shares; 2024Q4: 15,461 shares; 2025Q1: 18,464 shares; 2025Q2: 33,938 shares; 2025Q3: 54,825 shares; 2025Q4: 56,031 shares; 2026Q1: 57,657 shares; 2026Q2: 57,229 shares 57,229 $16.1M 0.19% -428 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: 13,105 shares; 2024Q4: 15,374 shares; 2025Q1: 16,592 shares; 2025Q2: 19,053 shares; 2025Q3: 48,286 shares; 2025Q4: 48,790 shares; 2026Q1: 46,773 shares; 2026Q2: 46,172 shares 46,172 $15.8M 0.19% -601 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: 10,465 shares; 2024Q4: 20,541 shares; 2025Q1: 20,701 shares; 2025Q2: 39,914 shares; 2025Q3: 42,038 shares; 2025Q4: 42,234 shares; 2026Q1: 43,252 shares; 2026Q2: 46,200 shares 46,200 $15.8M 0.19% +2,948 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: 64,463 shares; 2024Q4: 64,620 shares; 2025Q1: 61,736 shares; 2025Q2: 59,527 shares; 2025Q3: 59,714 shares; 2025Q4: 57,929 shares; 2026Q1: 69,142 shares; 2026Q2: 69,004 shares 69,004 $15.7M 0.19% -138 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: 44,535 shares; 2024Q4: 44,002 shares; 2025Q1: 45,628 shares; 2025Q2: 44,359 shares; 2025Q3: 44,417 shares; 2025Q4: 43,884 shares; 2026Q1: 42,654 shares; 2026Q2: 41,858 shares 41,858 $15.5M 0.19% -796 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: 11,876 shares; 2024Q4: 25,137 shares; 2025Q1: 36,515 shares; 2025Q2: 126,474 shares; 2025Q3: 285,215 shares; 2025Q4: 422,808 shares; 2026Q1: 477,436 shares; 2026Q2: 484,651 shares 484,651 $15.5M 0.19% +7,215 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: 15,175 shares; 2024Q4: 18,611 shares; 2025Q1: 18,463 shares; 2025Q2: 39,655 shares; 2025Q3: 39,696 shares; 2025Q4: 36,615 shares; 2026Q1: 36,977 shares; 2026Q2: 36,595 shares 36,595 $15M 0.18% -382 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: 162,850 shares; 2024Q4: 162,404 shares; 2025Q1: 162,024 shares; 2025Q2: 134,359 shares; 2025Q3: 128,385 shares; 2025Q4: 136,089 shares; 2026Q1: 133,555 shares; 2026Q2: 138,490 shares 138,490 $14.9M 0.18% +4,935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,302 shares; 2026Q1: 45,183 shares; 2026Q2: 44,782 shares 44,782 $14.8M 0.18% -401 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,332 shares; 2024Q4: 71,921 shares; 2025Q1: 71,440 shares; 2025Q2: 71,799 shares; 2025Q3: 70,047 shares; 2025Q4: 70,549 shares; 2026Q1: 50,964 shares; 2026Q2: 286,382 shares 286,382 $14.5M 0.17% +235,418 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: 45,144 shares; 2024Q4: 55,020 shares; 2025Q1: 57,013 shares; 2025Q2: 58,701 shares; 2025Q3: 69,868 shares; 2025Q4: 71,701 shares; 2026Q1: 65,709 shares; 2026Q2: 69,062 shares 69,062 $14.4M 0.17% +3,353 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: 31,584 shares; 2024Q4: 31,750 shares; 2025Q1: 31,678 shares; 2025Q2: 32,153 shares; 2025Q3: 32,299 shares; 2025Q4: 32,727 shares; 2026Q1: 32,788 shares; 2026Q2: 41,064 shares 41,064 $14.1M 0.17% +8,276 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,792 shares; 2024Q4: 26,792 shares; 2025Q1: 26,792 shares; 2025Q2: 26,831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,036 shares 74,036 $13.9M 0.17% new 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: 47,509 shares; 2024Q4: 34,006 shares; 2025Q1: 43,275 shares; 2025Q2: 62,298 shares; 2025Q3: 68,747 shares; 2025Q4: 76,007 shares; 2026Q1: 78,434 shares; 2026Q2: 96,851 shares 96,851 $13.5M 0.16% +18,417 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: 19,610 shares; 2024Q4: 18,832 shares; 2025Q1: 25,348 shares; 2025Q2: 27,744 shares; 2025Q3: 33,499 shares; 2025Q4: 38,785 shares; 2026Q1: 38,103 shares; 2026Q2: 36,538 shares 36,538 $13.5M 0.16% -1,565 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,330 shares; 2024Q4: 80,794 shares; 2025Q1: 189,976 shares; 2025Q2: 183,144 shares; 2025Q3: 188,125 shares; 2025Q4: 175,651 shares; 2026Q1: 175,389 shares; 2026Q2: 128,981 shares 128,981 $13.4M 0.16% -46,408 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: 129,023 shares; 2024Q4: 126,974 shares; 2025Q1: 17,121 shares; 2025Q2: 19,126 shares; 2025Q3: 20,718 shares; 2025Q4: 22,658 shares; 2026Q1: 93,566 shares; 2026Q2: 143,171 shares 143,171 $13.4M 0.16% +49,605 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: 14,844 shares; 2024Q4: 14,782 shares; 2025Q1: 9,558 shares; 2025Q2: 15,668 shares; 2025Q3: 33,533 shares; 2025Q4: 34,358 shares; 2026Q1: 33,578 shares; 2026Q2: 33,247 shares 33,247 $12M 0.15% -331 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: 111,962 shares; 2024Q4: 122,427 shares; 2025Q1: 126,446 shares; 2025Q2: 126,272 shares; 2025Q3: 130,182 shares; 2025Q4: 172,002 shares; 2026Q1: 171,549 shares; 2026Q2: 164,057 shares 164,057 $11.8M 0.14% -7,492 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234,249 shares; 2025Q3: 238,771 shares; 2025Q4: 244,643 shares; 2026Q1: 267,413 shares; 2026Q2: 271,805 shares 271,805 $11.8M 0.14% +4,392 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: 118,708 shares; 2024Q4: 117,220 shares; 2025Q1: 93,887 shares; 2025Q2: 131,350 shares; 2025Q3: 151,357 shares; 2025Q4: 147,400 shares; 2026Q1: 124,805 shares; 2026Q2: 129,702 shares 129,702 $11.8M 0.14% +4,897 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: 55,736 shares; 2024Q4: 61,558 shares; 2025Q1: 62,487 shares; 2025Q2: 71,612 shares; 2025Q3: 81,728 shares; 2025Q4: 77,804 shares; 2026Q1: 76,614 shares; 2026Q2: 68,913 shares 68,913 $11.4M 0.14% -7,701 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: 230,480 shares; 2024Q4: 185,283 shares; 2025Q1: 166,185 shares; 2025Q2: 94,640 shares; 2025Q3: 95,663 shares; 2025Q4: 89,855 shares; 2026Q1: 87,927 shares; 2026Q2: 83,760 shares 83,760 $11.3M 0.14% -4,167 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,697 shares; 2024Q4: 4,095 shares; 2025Q1: 4,935 shares; 2025Q2: 4,902 shares; 2025Q3: 136,156 shares; 2025Q4: 173,479 shares; 2026Q1: 175,659 shares; 2026Q2: 220,283 shares 220,283 $11.2M 0.14% +44,624 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: 37,826 shares; 2024Q4: 41,148 shares; 2025Q1: 42,584 shares; 2025Q2: 48,351 shares; 2025Q3: 67,533 shares; 2025Q4: 68,587 shares; 2026Q1: 67,305 shares; 2026Q2: 59,918 shares 59,918 $11.1M 0.13% -7,387 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: 85,964 shares; 2024Q4: 303,142 shares; 2025Q1: 343,640 shares; 2025Q2: 349,016 shares; 2025Q3: 351,336 shares; 2025Q4: 357,170 shares; 2026Q1: 308,801 shares; 2026Q2: 341,904 shares 341,904 $10.8M 0.13% +33,103 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,690 shares; 2024Q4: 90,604 shares; 2025Q1: 88,492 shares; 2025Q2: 69,710 shares; 2025Q3: 67,596 shares; 2025Q4: 66,582 shares; 2026Q1: 43,847 shares; 2026Q2: 40,781 shares 40,781 $10.8M 0.13% -3,066 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: 47,960 shares; 2024Q4: 47,883 shares; 2025Q1: 47,797 shares; 2025Q2: 57,778 shares; 2025Q3: 61,675 shares; 2025Q4: 58,582 shares; 2026Q1: 59,640 shares; 2026Q2: 62,499 shares 62,499 $10.5M 0.13% +2,859 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: 37,653 shares; 2024Q4: 42,306 shares; 2025Q1: 42,679 shares; 2025Q2: 45,197 shares; 2025Q3: 44,984 shares; 2025Q4: 35,858 shares; 2026Q1: 35,836 shares; 2026Q2: 34,714 shares 34,714 $10.3M 0.12% -1,122 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: 6,282 shares; 2024Q4: 7,416 shares; 2025Q1: 9,394 shares; 2025Q2: 18,942 shares; 2025Q3: 21,753 shares; 2025Q4: 22,758 shares; 2026Q1: 21,104 shares; 2026Q2: 50,682 shares 50,682 $10.2M 0.12% +29,578 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: 3,923 shares; 2024Q4: 2,785 shares; 2025Q1: 3,004 shares; 2025Q2: 3,549 shares; 2025Q3: 25,878 shares; 2025Q4: 24,476 shares; 2026Q1: 25,850 shares; 2026Q2: 24,774 shares 24,774 $10.1M 0.12% -1,076 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: 44,949 shares 44,949 $10.1M 0.12% new 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: 44,923 shares 44,923 $9.93M 0.12% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,894 shares; 2024Q4: 13,766 shares; 2025Q1: 13,775 shares; 2025Q2: 25,943 shares; 2025Q3: 26,099 shares; 2025Q4: 25,553 shares; 2026Q1: 20,325 shares; 2026Q2: 119,599 shares 119,599 $9.88M 0.12% +99,274 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,169 shares; 2025Q3: 31,214 shares; 2025Q4: 31,166 shares; 2026Q1: 31,254 shares; 2026Q2: 31,286 shares 31,286 $9.88M 0.12% +32 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: not reported; 2024Q4: not reported; 2025Q1: 85,190 shares; 2025Q2: 96,297 shares; 2025Q3: 92,360 shares; 2025Q4: 92,451 shares; 2026Q1: 89,807 shares; 2026Q2: 99,428 shares 99,428 $9.4M 0.11% +9,621 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: 21,787 shares; 2024Q4: 19,918 shares; 2025Q1: 18,496 shares; 2025Q2: 17,583 shares; 2025Q3: 17,568 shares; 2025Q4: 15,625 shares; 2026Q1: 14,823 shares; 2026Q2: 14,793 shares 14,793 $9.38M 0.11% -30 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: 41,247 shares; 2024Q4: 54,959 shares; 2025Q1: 11,452 shares; 2025Q2: 11,753 shares; 2025Q3: 10,799 shares; 2025Q4: 17,738 shares; 2026Q1: 35,134 shares; 2026Q2: 37,447 shares 37,447 $9.3M 0.11% +2,313 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: 40,171 shares; 2024Q4: 35,360 shares; 2025Q1: 36,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,612 shares; 2026Q1: 46,337 shares; 2026Q2: 48,960 shares 48,960 $9.29M 0.11% +2,623 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: 3,779 shares; 2024Q4: 10,286 shares; 2025Q1: 10,910 shares; 2025Q2: 11,345 shares; 2025Q3: 11,445 shares; 2025Q4: 72,972 shares; 2026Q1: 91,810 shares; 2026Q2: 93,420 shares 93,420 $9.27M 0.11% +1,610 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: 26,705 shares; 2024Q4: 41,416 shares; 2025Q1: 39,430 shares; 2025Q2: 38,394 shares; 2025Q3: 37,045 shares; 2025Q4: 36,128 shares; 2026Q1: 35,310 shares; 2026Q2: 37,706 shares 37,706 $9.14M 0.11% +2,396 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: 84,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,539 shares; 2025Q3: 87,725 shares; 2025Q4: 87,526 shares; 2026Q1: 82,856 shares; 2026Q2: 88,257 shares 88,257 $8.85M 0.11% +5,401 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,851 shares; 2024Q4: 26,415 shares; 2025Q1: 26,997 shares; 2025Q2: 12,750 shares; 2025Q3: 11,262 shares; 2025Q4: 9,785 shares; 2026Q1: 8,910 shares; 2026Q2: 42,791 shares 42,791 $8.77M 0.11% +33,881 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: 9,543 shares; 2024Q4: 13,299 shares; 2025Q1: 20,750 shares; 2025Q2: 61,649 shares; 2025Q3: 53,002 shares; 2025Q4: 43,737 shares; 2026Q1: 41,205 shares; 2026Q2: 40,534 shares 40,534 $8.62M 0.1% -671 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: 8,617 shares; 2024Q4: 11,048 shares; 2025Q1: 8,303 shares; 2025Q2: 11,900 shares; 2025Q3: 18,978 shares; 2025Q4: 19,612 shares; 2026Q1: 21,780 shares; 2026Q2: 22,672 shares 22,672 $8.47M 0.1% +892 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: 25,203 shares; 2024Q4: 26,249 shares; 2025Q1: 28,023 shares; 2025Q2: 30,515 shares; 2025Q3: 33,334 shares; 2025Q4: 33,706 shares; 2026Q1: 32,929 shares; 2026Q2: 31,112 shares 31,112 $8.41M 0.1% -1,817 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: 2,894 shares; 2024Q4: 3,463 shares; 2025Q1: 3,473 shares; 2025Q2: 4,820 shares; 2025Q3: 6,298 shares; 2025Q4: 6,480 shares; 2026Q1: 6,575 shares; 2026Q2: 7,096 shares 7,096 $8.34M 0.1% +521 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: 43,036 shares; 2024Q4: 44,946 shares; 2025Q1: 46,038 shares; 2025Q2: 42,927 shares; 2025Q3: 27,503 shares; 2025Q4: 19,982 shares; 2026Q1: 18,000 shares; 2026Q2: 19,543 shares 19,543 $8.12M 0.1% +1,543 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,268 shares; 2025Q2: 12,249 shares; 2025Q3: 46,747 shares; 2025Q4: 59,690 shares; 2026Q1: 119,047 shares; 2026Q2: 131,155 shares 131,155 $8.06M 0.1% +12,108 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: 36,882 shares; 2024Q4: 53,857 shares; 2025Q1: 58,173 shares; 2025Q2: 71,161 shares; 2025Q3: 78,479 shares; 2025Q4: 78,555 shares; 2026Q1: 75,282 shares; 2026Q2: 73,002 shares 73,002 $8.05M 0.1% -2,280 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,190 shares; 2026Q1: 216,447 shares; 2026Q2: 225,038 shares 225,038 $7.95M 0.1% +8,591 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268,957 shares; 2025Q2: 201,331 shares; 2025Q3: 80,326 shares; 2025Q4: 81,153 shares; 2026Q1: 89,870 shares; 2026Q2: 132,111 shares 132,111 $7.69M 0.09% +42,241 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,786 shares; 2025Q3: 4,731 shares; 2025Q4: 4,951 shares; 2026Q1: 5,026 shares; 2026Q2: 143,848 shares 143,848 $7.65M 0.09% +138,822 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: 709 shares; 2024Q4: 1,075 shares; 2025Q1: 1,033 shares; 2025Q2: 9,064 shares; 2025Q3: 16,299 shares; 2025Q4: 16,360 shares; 2026Q1: 81,457 shares; 2026Q2: 82,832 shares 82,832 $7.63M 0.09% +1,375 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,409 shares; 2024Q4: 12,880 shares; 2025Q1: 13,023 shares; 2025Q2: 77,535 shares; 2025Q3: 83,734 shares; 2025Q4: 85,007 shares; 2026Q1: 83,769 shares; 2026Q2: 86,939 shares 86,939 $7.56M 0.09% +3,170 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: 41,717 shares; 2024Q4: 42,293 shares; 2025Q1: 42,684 shares; 2025Q2: 43,965 shares; 2025Q3: 47,680 shares; 2025Q4: 46,733 shares; 2026Q1: 44,206 shares; 2026Q2: 44,256 shares 44,256 $7.53M 0.09% +50 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: 304,477 shares; 2024Q4: 334,663 shares; 2025Q1: 392,043 shares; 2025Q2: 367,335 shares; 2025Q3: 345,509 shares; 2025Q4: 465,598 shares; 2026Q1: 283,183 shares; 2026Q2: 309,137 shares 309,137 $7.44M 0.09% +25,954 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: 68,935 shares; 2024Q4: 92,076 shares; 2025Q1: 73,422 shares; 2025Q2: 109,760 shares; 2025Q3: 79,321 shares; 2025Q4: 91,460 shares; 2026Q1: 82,773 shares; 2026Q2: 74,824 shares 74,824 $7.41M 0.09% -7,949 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: 69,810 shares; 2024Q4: 64,577 shares; 2025Q1: 64,669 shares; 2025Q2: 63,009 shares; 2025Q3: 65,077 shares; 2025Q4: 61,932 shares; 2026Q1: 52,411 shares; 2026Q2: 260,006 shares 260,006 $7.13M 0.09% +207,595 Timeline FDVV 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: 6,189 shares; 2024Q4: 6,189 shares; 2025Q1: 5,182 shares; 2025Q2: 111,005 shares; 2025Q3: 110,122 shares; 2025Q4: 108,446 shares; 2026Q1: 111,225 shares; 2026Q2: 117,954 shares 117,954 $7.11M 0.09% +6,729 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: 11,491 shares; 2024Q4: 11,250 shares; 2025Q1: 11,828 shares; 2025Q2: 14,729 shares; 2025Q3: 61,033 shares; 2025Q4: 60,831 shares; 2026Q1: 32,566 shares; 2026Q2: 57,126 shares 57,126 $7.03M 0.08% +24,560 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 56,974 shares; 2026Q1: 58,983 shares; 2026Q2: 54,542 shares 54,542 $6.87M 0.08% -4,441 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 8,024 shares; 2026Q1: 21,446 shares; 2026Q2: 24,122 shares 24,122 $6.75M 0.08% +2,676 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: 2,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,882 shares; 2025Q3: 187,386 shares; 2025Q4: 215,455 shares; 2026Q1: 258,136 shares; 2026Q2: 73,576 shares 73,576 $6.74M 0.08% -184,560 Timeline GII 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: 29,219 shares; 2024Q4: 59,788 shares; 2025Q1: 65,616 shares; 2025Q2: 67,197 shares; 2025Q3: 56,277 shares; 2025Q4: 62,063 shares; 2026Q1: 73,435 shares; 2026Q2: 88,437 shares 88,437 $6.7M 0.08% +15,002 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: not reported; 2024Q4: not reported; 2025Q1: 189,181 shares; 2025Q2: 194,430 shares; 2025Q3: 186,885 shares; 2025Q4: 179,389 shares; 2026Q1: 119,021 shares; 2026Q2: 118,481 shares 118,481 $6.58M 0.08% -540 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: 2,229 shares; 2024Q4: 22,220 shares; 2025Q1: 17,886 shares; 2025Q2: 17,812 shares; 2025Q3: 22,665 shares; 2025Q4: 22,414 shares; 2026Q1: 18,122 shares; 2026Q2: 17,905 shares 17,905 $6.55M 0.08% -217 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: not reported; 2024Q4: not reported; 2025Q1: 279,580 shares; 2025Q2: 283,368 shares; 2025Q3: 270,351 shares; 2025Q4: 270,700 shares; 2026Q1: 262,691 shares; 2026Q2: 246,337 shares 246,337 $6.53M 0.08% -16,354 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: 15,873 shares; 2024Q4: 14,136 shares; 2025Q1: 14,996 shares; 2025Q2: 30,303 shares; 2025Q3: 70,928 shares; 2025Q4: 73,341 shares; 2026Q1: 75,424 shares; 2026Q2: 82,274 shares 82,274 $6.44M 0.08% +6,850 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: 12,236 shares; 2024Q4: 15,231 shares; 2025Q1: 16,893 shares; 2025Q2: 25,421 shares; 2025Q3: 25,783 shares; 2025Q4: 26,754 shares; 2026Q1: 28,866 shares; 2026Q2: 35,945 shares 35,945 $6.34M 0.08% +7,079 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: 20,060 shares; 2024Q4: 20,550 shares; 2025Q1: 33,088 shares; 2025Q2: 41,091 shares; 2025Q3: 42,526 shares; 2025Q4: 39,740 shares; 2026Q1: 37,781 shares; 2026Q2: 41,433 shares 41,433 $6.31M 0.08% +3,652 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,757 shares; 2024Q4: 62,426 shares; 2025Q1: 61,892 shares; 2025Q2: 51,199 shares; 2025Q3: 47,479 shares; 2025Q4: 47,916 shares; 2026Q1: 38,986 shares; 2026Q2: 40,029 shares 40,029 $6.26M 0.08% +1,043 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: 22,278 shares; 2024Q4: 25,112 shares; 2025Q1: 104,619 shares; 2025Q2: 97,450 shares; 2025Q3: 87,920 shares; 2025Q4: 88,490 shares; 2026Q1: 78,370 shares; 2026Q2: 82,450 shares 82,450 $6.23M 0.08% +4,080 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: 15,152 shares; 2024Q4: 15,546 shares; 2025Q1: 14,506 shares; 2025Q2: 15,601 shares; 2025Q3: 17,411 shares; 2025Q4: 20,358 shares; 2026Q1: 24,649 shares; 2026Q2: 24,650 shares 24,650 $6.22M 0.07% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,674 shares; 2025Q4: 4,279 shares; 2026Q1: 4,912 shares; 2026Q2: 6,391 shares 6,391 $6.17M 0.07% +1,479 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,057 shares; 2024Q4: 16,288 shares; 2025Q1: 17,778 shares; 2025Q2: 25,539 shares; 2025Q3: 13,636 shares; 2025Q4: 33,403 shares; 2026Q1: 32,577 shares; 2026Q2: 33,181 shares 33,181 $6.12M 0.07% +604 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: 99,045 shares; 2024Q4: 114,451 shares; 2025Q1: 101,850 shares; 2025Q2: 164,355 shares; 2025Q3: 150,807 shares; 2025Q4: 104,813 shares; 2026Q1: 102,373 shares; 2026Q2: 138,106 shares 138,106 $6.08M 0.07% +35,733 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: 6,980 shares; 2024Q4: 8,594 shares; 2025Q1: 13,156 shares; 2025Q2: 14,042 shares; 2025Q3: 15,856 shares; 2025Q4: 15,583 shares; 2026Q1: 12,577 shares; 2026Q2: 11,877 shares 11,877 $6.05M 0.07% -700 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,571 shares; 2024Q4: 49,821 shares; 2025Q1: 50,122 shares; 2025Q2: 55,198 shares; 2025Q3: 54,082 shares; 2025Q4: 53,641 shares; 2026Q1: 48,971 shares; 2026Q2: 51,380 shares 51,380 $6.04M 0.07% +2,409 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: 12,722 shares; 2024Q4: 15,592 shares; 2025Q1: 21,914 shares; 2025Q2: 26,635 shares; 2025Q3: 38,117 shares; 2025Q4: 35,506 shares; 2026Q1: 31,519 shares; 2026Q2: 33,364 shares 33,364 $6.04M 0.07% +1,845 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: 17,238 shares; 2024Q4: 20,560 shares; 2025Q1: 23,191 shares; 2025Q2: 33,518 shares; 2025Q3: 42,746 shares; 2025Q4: 45,768 shares; 2026Q1: 45,869 shares; 2026Q2: 51,112 shares 51,112 $6.01M 0.07% +5,243 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: 24,830 shares; 2024Q4: 24,594 shares; 2025Q1: 24,655 shares; 2025Q2: 51,888 shares; 2025Q3: 58,161 shares; 2025Q4: 41,606 shares; 2026Q1: 40,653 shares; 2026Q2: 41,828 shares 41,828 $5.99M 0.07% +1,175 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: 30,440 shares; 2024Q4: 9,730 shares; 2025Q1: 6,232 shares; 2025Q2: 12,144 shares; 2025Q3: 21,580 shares; 2025Q4: 12,807 shares; 2026Q1: 24,957 shares; 2026Q2: 27,263 shares 27,263 $5.9M 0.07% +2,306 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: 2,036 shares; 2024Q4: 2,077 shares; 2025Q1: 2,054 shares; 2025Q2: 2,633 shares; 2025Q3: 6,015 shares; 2025Q4: 6,239 shares; 2026Q1: 6,313 shares; 2026Q2: 7,590 shares 7,590 $5.79M 0.07% +1,277 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: 170,944 shares; 2024Q4: 148,081 shares; 2025Q1: 115,166 shares; 2025Q2: 108,066 shares; 2025Q3: 90,529 shares; 2025Q4: 64,885 shares; 2026Q1: 62,278 shares; 2026Q2: 56,017 shares 56,017 $5.76M 0.07% -6,261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 3,638 shares; 2025Q4: 5,321 shares; 2026Q1: 7,358 shares; 2026Q2: 8,992 shares 8,992 $5.74M 0.07% +1,634 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,222 shares; 2026Q2: 24,212 shares 24,212 $5.71M 0.07% -3,010 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,048 shares; 2025Q1: 13,136 shares; 2025Q2: 13,144 shares; 2025Q3: 13,331 shares; 2025Q4: 13,389 shares; 2026Q1: 14,132 shares; 2026Q2: 14,059 shares 14,059 $5.64M 0.07% -73 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: 21,798 shares; 2024Q4: 21,443 shares; 2025Q1: 7,078 shares; 2025Q2: 22,973 shares; 2025Q3: 24,254 shares; 2025Q4: 23,837 shares; 2026Q1: 22,101 shares; 2026Q2: 24,539 shares 24,539 $5.51M 0.07% +2,438 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: 20,757 shares; 2024Q4: 21,235 shares; 2025Q1: 21,988 shares; 2025Q2: 23,912 shares; 2025Q3: 29,308 shares; 2025Q4: 29,182 shares; 2026Q1: 25,181 shares; 2026Q2: 24,658 shares 24,658 $5.44M 0.07% -523 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,775 shares; 2024Q4: 23,425 shares; 2025Q1: 23,546 shares; 2025Q2: 22,037 shares; 2025Q3: 21,913 shares; 2025Q4: 22,977 shares; 2026Q1: 22,399 shares; 2026Q2: 22,073 shares 22,073 $5.43M 0.07% -326 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: 11,542 shares; 2024Q4: 16,459 shares; 2025Q1: 18,397 shares; 2025Q2: 19,299 shares; 2025Q3: 19,259 shares; 2025Q4: 19,858 shares; 2026Q1: 17,710 shares; 2026Q2: 17,741 shares 17,741 $5.43M 0.07% +31 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: 44,904 shares; 2024Q4: 22,228 shares; 2025Q1: 24,897 shares; 2025Q2: 41,685 shares; 2025Q3: 40,731 shares; 2025Q4: 40,137 shares; 2026Q1: 36,055 shares; 2026Q2: 47,444 shares 47,444 $5.42M 0.07% +11,389 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: 46,674 shares; 2024Q4: 53,167 shares; 2025Q1: 54,460 shares; 2025Q2: 58,475 shares; 2025Q3: 59,541 shares; 2025Q4: 68,292 shares; 2026Q1: 74,581 shares; 2026Q2: 65,587 shares 65,587 $5.39M 0.06% -8,994 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: 7,305 shares; 2024Q4: 7,790 shares; 2025Q1: 7,680 shares; 2025Q2: 8,439 shares; 2025Q3: 8,687 shares; 2025Q4: 12,142 shares; 2026Q1: 12,171 shares; 2026Q2: 12,397 shares 12,397 $5.35M 0.06% +226 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: 118,692 shares; 2024Q4: 119,075 shares; 2025Q1: 119,460 shares; 2025Q2: 119,377 shares; 2025Q3: 115,160 shares; 2025Q4: 95,674 shares; 2026Q1: 95,870 shares; 2026Q2: 95,589 shares 95,589 $5.3M 0.06% -281 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: 38,174 shares; 2024Q4: 34,745 shares; 2025Q1: 33,427 shares; 2025Q2: 42,777 shares; 2025Q3: 44,918 shares; 2025Q4: 45,349 shares; 2026Q1: 36,158 shares; 2026Q2: 19,386 shares 19,386 $5.27M 0.06% -16,772 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 14 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 7 shares 7 $5.24M 0.06% -5 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: 81,472 shares; 2024Q4: 78,477 shares; 2025Q1: 78,463 shares; 2025Q2: 77,904 shares; 2025Q3: 55,124 shares; 2025Q4: 49,888 shares; 2026Q1: 58,203 shares; 2026Q2: 55,836 shares 55,836 $5.23M 0.06% -2,367 Timeline XPO XPO INC More: the full row for XPO 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: 14,880 shares; 2025Q4: 24,033 shares; 2026Q1: 23,530 shares; 2026Q2: 24,850 shares 24,850 $5.1M 0.06% +1,320 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: 4,604 shares; 2025Q1: 3,879 shares; 2025Q2: 4,168 shares; 2025Q3: 4,476 shares; 2025Q4: 4,262 shares; 2026Q1: 3,650 shares; 2026Q2: 5,265 shares 5,265 $5.06M 0.06% +1,615 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: 7,842 shares; 2024Q4: 13,733 shares; 2025Q1: 14,284 shares; 2025Q2: 18,258 shares; 2025Q3: 17,051 shares; 2025Q4: 15,085 shares; 2026Q1: 14,401 shares; 2026Q2: 16,760 shares 16,760 $4.99M 0.06% +2,359 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: 16,354 shares; 2024Q4: 17,512 shares; 2025Q1: 17,714 shares; 2025Q2: 17,647 shares; 2025Q3: 18,043 shares; 2025Q4: 19,225 shares; 2026Q1: 18,858 shares; 2026Q2: 20,262 shares 20,262 $4.99M 0.06% +1,404 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: 21,533 shares; 2024Q4: 22,660 shares; 2025Q1: 19,413 shares; 2025Q2: 16,884 shares; 2025Q3: 40,624 shares; 2025Q4: 31,481 shares; 2026Q1: 31,457 shares; 2026Q2: 31,627 shares 31,627 $4.96M 0.06% +170 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: 816 shares; 2024Q4: 815 shares; 2025Q1: 863 shares; 2025Q2: 995 shares; 2025Q3: 1,186 shares; 2025Q4: 1,257 shares; 2026Q1: 1,199 shares; 2026Q2: 27,832 shares 27,832 $4.96M 0.06% +26,633 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: 92,686 shares; 2024Q4: 81,663 shares; 2025Q1: 265,659 shares; 2025Q2: 264,700 shares; 2025Q3: 277,161 shares; 2025Q4: 100,955 shares; 2026Q1: 101,378 shares; 2026Q2: 112,238 shares 112,238 $4.75M 0.06% +10,860 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: 44,805 shares; 2024Q4: 134,950 shares; 2025Q1: 135,348 shares; 2025Q2: 135,474 shares; 2025Q3: 128,952 shares; 2025Q4: 129,440 shares; 2026Q1: 124,828 shares; 2026Q2: 128,359 shares 128,359 $4.73M 0.06% +3,531 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: 8,237 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,222 shares; 2025Q4: 16,031 shares; 2026Q1: 17,136 shares; 2026Q2: 18,014 shares 18,014 $4.69M 0.06% +878 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: 99,477 shares; 2024Q4: 100,967 shares; 2025Q1: 101,733 shares; 2025Q2: 101,682 shares; 2025Q3: 110,926 shares; 2025Q4: 106,908 shares; 2026Q1: 108,408 shares; 2026Q2: 50,667 shares 50,667 $4.68M 0.06% -57,741 Timeline RWR 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: 54,574 shares; 2024Q4: 55,193 shares; 2025Q1: 51,296 shares; 2025Q2: 48,015 shares; 2025Q3: 46,207 shares; 2025Q4: 41,588 shares; 2026Q1: 41,737 shares; 2026Q2: 40,941 shares 40,941 $4.63M 0.06% -796 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,701 shares; 2024Q4: 69,285 shares; 2025Q1: 47,595 shares; 2025Q2: 40,303 shares; 2025Q3: 59,142 shares; 2025Q4: 56,976 shares; 2026Q1: 52,613 shares; 2026Q2: 54,899 shares 54,899 $4.59M 0.06% +2,286 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: not reported; 2025Q4: 1,572 shares; 2026Q1: 2,018 shares; 2026Q2: 2,010 shares 2,010 $4.57M 0.06% -8 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,423 shares; 2024Q4: 316,696 shares; 2025Q1: 324,540 shares; 2025Q2: 206,856 shares; 2025Q3: 254,960 shares; 2025Q4: 237,270 shares; 2026Q1: 232,073 shares; 2026Q2: 32,746 shares 32,746 $4.48M 0.05% -199,327 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: 32,995 shares; 2024Q4: 29,942 shares; 2025Q1: 35,337 shares; 2025Q2: 44,213 shares; 2025Q3: 49,283 shares; 2025Q4: 52,454 shares; 2026Q1: 80,552 shares; 2026Q2: 77,229 shares 77,229 $4.45M 0.05% -3,323 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: 6,048 shares; 2024Q4: 5,952 shares; 2025Q1: 6,204 shares; 2025Q2: 7,461 shares; 2025Q3: 8,236 shares; 2025Q4: 8,130 shares; 2026Q1: 7,576 shares; 2026Q2: 8,076 shares 8,076 $4.22M 0.05% +500 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: 16,940 shares; 2024Q4: 16,836 shares; 2025Q1: 17,774 shares; 2025Q2: 20,135 shares; 2025Q3: 21,160 shares; 2025Q4: 21,093 shares; 2026Q1: 21,588 shares; 2026Q2: 22,036 shares 22,036 $4.2M 0.05% +448 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,335 shares; 2024Q4: 56,808 shares; 2025Q1: 54,579 shares; 2025Q2: 55,017 shares; 2025Q3: 49,874 shares; 2025Q4: 46,705 shares; 2026Q1: 46,082 shares; 2026Q2: 42,647 shares 42,647 $4.11M 0.05% -3,435 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,382 shares; 2024Q4: 2,654 shares; 2025Q1: 2,479 shares; 2025Q2: 2,655 shares; 2025Q3: 119,211 shares; 2025Q4: 119,378 shares; 2026Q1: 30,567 shares; 2026Q2: 29,735 shares 29,735 $4.1M 0.05% -832 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,834 shares; 2024Q4: 83,020 shares; 2025Q1: 85,114 shares; 2025Q2: 85,200 shares; 2025Q3: 84,672 shares; 2025Q4: 84,386 shares; 2026Q1: 66,632 shares; 2026Q2: 66,464 shares 66,464 $4.04M 0.05% -168 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: not reported; 2024Q4: 7,256 shares; 2025Q1: 10,786 shares; 2025Q2: 19,518 shares; 2025Q3: 29,902 shares; 2025Q4: 31,749 shares; 2026Q1: 34,053 shares; 2026Q2: 34,508 shares 34,508 $4.03M 0.05% +455 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: 561,897 shares; 2024Q4: 561,356 shares; 2025Q1: 372,027 shares; 2025Q2: 389,157 shares; 2025Q3: 423,248 shares; 2025Q4: 410,477 shares; 2026Q1: 398,929 shares; 2026Q2: 191,728 shares 191,728 $3.97M 0.05% -207,201 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: 31,358 shares; 2024Q4: 32,487 shares; 2025Q1: 36,635 shares; 2025Q2: 31,132 shares; 2025Q3: 32,802 shares; 2025Q4: 32,930 shares; 2026Q1: 32,939 shares; 2026Q2: 32,630 shares 32,630 $3.96M 0.05% -309 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: 26,776 shares; 2024Q4: 57,795 shares; 2025Q1: 62,179 shares; 2025Q2: 77,296 shares; 2025Q3: 62,187 shares; 2025Q4: 61,114 shares; 2026Q1: 64,987 shares; 2026Q2: 65,278 shares 65,278 $3.94M 0.05% +291 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: 80,839 shares; 2025Q1: 31,316 shares; 2025Q2: 17,778 shares; 2025Q3: 16,997 shares; 2025Q4: 19,976 shares; 2026Q1: 21,577 shares; 2026Q2: 23,038 shares 23,038 $3.91M 0.05% +1,461 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: not reported; 2024Q4: not reported; 2025Q1: 8,701 shares; 2025Q2: 8,914 shares; 2025Q3: 8,760 shares; 2025Q4: 9,430 shares; 2026Q1: 10,670 shares; 2026Q2: 11,628 shares 11,628 $3.89M 0.05% +958 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: 19,294 shares; 2024Q4: 21,765 shares; 2025Q1: 21,755 shares; 2025Q2: 21,149 shares; 2025Q3: 20,703 shares; 2025Q4: 21,290 shares; 2026Q1: 21,156 shares; 2026Q2: 24,566 shares 24,566 $3.88M 0.05% +3,410 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: 4,601 shares; 2024Q4: 3,813 shares; 2025Q1: 3,804 shares; 2025Q2: 3,756 shares; 2025Q3: 4,653 shares; 2025Q4: 4,305 shares; 2026Q1: 4,175 shares; 2026Q2: 32,315 shares 32,315 $3.86M 0.05% +28,140 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,337 shares; 2024Q4: 9,748 shares; 2025Q1: 8,911 shares; 2025Q2: 9,288 shares; 2025Q3: 11,044 shares; 2025Q4: 20,330 shares; 2026Q1: 19,244 shares; 2026Q2: 21,597 shares 21,597 $3.79M 0.05% +2,353 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,580 shares; 2024Q4: 9,055 shares; 2025Q1: 8,883 shares; 2025Q2: 25,634 shares; 2025Q3: 23,802 shares; 2025Q4: 22,356 shares; 2026Q1: 24,794 shares; 2026Q2: 26,078 shares 26,078 $3.73M 0.04% +1,284 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: 2,211 shares; 2024Q4: 2,268 shares; 2025Q1: 2,199 shares; 2025Q2: 2,296 shares; 2025Q3: 2,446 shares; 2025Q4: 2,529 shares; 2026Q1: 2,490 shares; 2026Q2: 2,720 shares 2,720 $3.7M 0.04% +230 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: 555 shares; 2024Q4: 615 shares; 2025Q1: 686 shares; 2025Q2: 808 shares; 2025Q3: 3,009 shares; 2025Q4: 2,858 shares; 2026Q1: 2,563 shares; 2026Q2: 2,778 shares 2,778 $3.7M 0.04% +215 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,389 shares; 2025Q2: 121,676 shares; 2025Q3: 138,596 shares; 2025Q4: 140,569 shares; 2026Q1: 143,847 shares; 2026Q2: 138,350 shares 138,350 $3.69M 0.04% -5,497 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: 5,612 shares; 2024Q4: 6,134 shares; 2025Q1: 6,760 shares; 2025Q2: 8,022 shares; 2025Q3: 8,044 shares; 2025Q4: 8,054 shares; 2026Q1: 9,021 shares; 2026Q2: 9,319 shares 9,319 $3.67M 0.04% +298 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: 8,890 shares; 2024Q4: 10,442 shares; 2025Q1: 12,917 shares; 2025Q2: 13,949 shares; 2025Q3: 15,119 shares; 2025Q4: 14,700 shares; 2026Q1: 14,315 shares; 2026Q2: 16,266 shares 16,266 $3.63M 0.04% +1,951 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: 22,442 shares; 2024Q4: 23,896 shares; 2025Q1: 46,577 shares; 2025Q2: 19,931 shares; 2025Q3: 19,584 shares; 2025Q4: 37,520 shares; 2026Q1: 36,754 shares; 2026Q2: 68,082 shares 68,082 $3.62M 0.04% +31,328 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: 8,120 shares; 2024Q4: 9,669 shares; 2025Q1: 9,116 shares; 2025Q2: 14,943 shares; 2025Q3: 15,738 shares; 2025Q4: 16,635 shares; 2026Q1: 8,607 shares; 2026Q2: 9,077 shares 9,077 $3.61M 0.04% +470 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: 22,545 shares; 2024Q4: 12,227 shares; 2025Q1: 12,334 shares; 2025Q2: 14,024 shares; 2025Q3: 15,314 shares; 2025Q4: 17,071 shares; 2026Q1: 21,973 shares; 2026Q2: 23,387 shares 23,387 $3.59M 0.04% +1,414 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: not reported; 2024Q4: not reported; 2025Q1: 1,939 shares; 2025Q2: 2,437 shares; 2025Q3: 11,637 shares; 2025Q4: 11,830 shares; 2026Q1: 11,749 shares; 2026Q2: 13,190 shares 13,190 $3.55M 0.04% +1,441 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: 25,575 shares; 2024Q4: 25,181 shares; 2025Q1: 26,082 shares; 2025Q2: 26,276 shares; 2025Q3: 25,784 shares; 2025Q4: 24,633 shares; 2026Q1: 9,262 shares; 2026Q2: 10,632 shares 10,632 $3.53M 0.04% +1,370 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,953 shares; 2026Q2: 34,757 shares 34,757 $3.5M 0.04% +14,804 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: 20,428 shares; 2024Q4: 29,475 shares; 2025Q1: 31,447 shares; 2025Q2: 35,667 shares; 2025Q3: 37,855 shares; 2025Q4: 32,024 shares; 2026Q1: 31,617 shares; 2026Q2: 34,044 shares 34,044 $3.48M 0.04% +2,427 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: 4,017 shares; 2024Q4: 4,017 shares; 2025Q1: 4,048 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 6,132 shares; 2026Q1: 20,521 shares; 2026Q2: 20,971 shares 20,971 $3.44M 0.04% +450 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: 14,381 shares; 2024Q4: 16,265 shares; 2025Q1: 16,928 shares; 2025Q2: 19,037 shares; 2025Q3: 20,402 shares; 2025Q4: 16,487 shares; 2026Q1: 15,381 shares; 2026Q2: 15,739 shares 15,739 $3.44M 0.04% +358 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: 12,139 shares; 2024Q4: 12,062 shares; 2025Q1: 11,788 shares; 2025Q2: 8,957 shares; 2025Q3: 9,001 shares; 2025Q4: 9,255 shares; 2026Q1: 8,986 shares; 2026Q2: 22,856 shares 22,856 $3.43M 0.04% +13,870 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: 19,944 shares; 2024Q4: 36,238 shares; 2025Q1: 39,063 shares; 2025Q2: 39,268 shares; 2025Q3: 31,777 shares; 2025Q4: 48,773 shares; 2026Q1: 42,760 shares; 2026Q2: 43,673 shares 43,673 $3.4M 0.04% +913 Timeline FTSM 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: 69,603 shares; 2024Q4: 70,716 shares; 2025Q1: 71,224 shares; 2025Q2: 71,278 shares; 2025Q3: 63,304 shares; 2025Q4: 56,068 shares; 2026Q1: 56,439 shares; 2026Q2: 56,683 shares 56,683 $3.4M 0.04% +244 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,068 shares; 2024Q4: 545,404 shares; 2025Q1: not reported; 2025Q2: 546,279 shares; 2025Q3: 546,599 shares; 2025Q4: 547,241 shares; 2026Q1: 546,336 shares; 2026Q2: 547,466 shares 547,466 $3.36M 0.04% +1,130 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: 2,609 shares; 2024Q4: 3,498 shares; 2025Q1: 4,583 shares; 2025Q2: 5,826 shares; 2025Q3: 7,320 shares; 2025Q4: 7,016 shares; 2026Q1: 7,238 shares; 2026Q2: 8,349 shares 8,349 $3.32M 0.04% +1,111 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: 81,696 shares; 2024Q4: 83,864 shares; 2025Q1: 84,259 shares; 2025Q2: 85,639 shares; 2025Q3: 57,775 shares; 2025Q4: 25,393 shares; 2026Q1: 21,954 shares; 2026Q2: 20,010 shares 20,010 $3.14M 0.04% -1,944 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: 37,222 shares; 2024Q4: 25,933 shares; 2025Q1: 23,935 shares; 2025Q2: 24,390 shares; 2025Q3: 29,581 shares; 2025Q4: 30,029 shares; 2026Q1: 26,430 shares; 2026Q2: 30,253 shares 30,253 $3.13M 0.04% +3,823 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,662 shares; 2024Q4: 25,128 shares; 2025Q1: 25,647 shares; 2025Q2: 28,023 shares; 2025Q3: 32,064 shares; 2025Q4: 31,119 shares; 2026Q1: 32,585 shares; 2026Q2: 33,439 shares 33,439 $3.07M 0.04% +854 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: 15,853 shares; 2024Q4: 15,868 shares; 2025Q1: 16,841 shares; 2025Q2: 19,824 shares; 2025Q3: 21,946 shares; 2025Q4: 21,996 shares; 2026Q1: 20,278 shares; 2026Q2: 18,890 shares 18,890 $3.06M 0.04% -1,388 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 60,816 shares; 2025Q1: 24,019 shares; 2025Q2: 23,346 shares; 2025Q3: 20,929 shares; 2025Q4: 38,794 shares; 2026Q1: 31,247 shares; 2026Q2: 27,600 shares 27,600 $3.01M 0.04% -3,647 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,854 shares; 2024Q4: 8,908 shares; 2025Q1: 8,609 shares; 2025Q2: 8,831 shares; 2025Q3: 9,176 shares; 2025Q4: 8,822 shares; 2026Q1: 8,563 shares; 2026Q2: 10,268 shares 10,268 $2.98M 0.04% +1,705 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: 17,405 shares; 2024Q4: 16,564 shares; 2025Q1: 16,011 shares; 2025Q2: 20,674 shares; 2025Q3: 24,364 shares; 2025Q4: 26,962 shares; 2026Q1: 28,058 shares; 2026Q2: 32,021 shares 32,021 $2.94M 0.04% +3,963 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 162,225 shares; 2026Q2: 161,718 shares 161,718 $2.93M 0.04% -507 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: 52,312 shares; 2024Q4: 99,335 shares; 2025Q1: 98,976 shares; 2025Q2: 99,147 shares; 2025Q3: 100,514 shares; 2025Q4: 100,626 shares; 2026Q1: 82,688 shares; 2026Q2: 80,944 shares 80,944 $2.92M 0.04% -1,744 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,207 shares; 2026Q1: 37,654 shares; 2026Q2: 36,803 shares 36,803 $2.92M 0.04% -851 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: 9,324 shares; 2024Q4: 8,806 shares; 2025Q1: 7,676 shares; 2025Q2: 9,452 shares; 2025Q3: 10,012 shares; 2025Q4: 9,794 shares; 2026Q1: 10,198 shares; 2026Q2: 10,306 shares 10,306 $2.87M 0.03% +108 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: not reported; 2024Q4: not reported; 2025Q1: 52,974 shares; 2025Q2: 68,897 shares; 2025Q3: 68,897 shares; 2025Q4: 65,077 shares; 2026Q1: 65,077 shares; 2026Q2: 64,556 shares 64,556 $2.86M 0.03% -521 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: 117,428 shares; 2024Q4: 117,857 shares; 2025Q1: 166,953 shares; 2025Q2: 170,024 shares; 2025Q3: 170,238 shares; 2025Q4: 163,448 shares; 2026Q1: 116,524 shares; 2026Q2: 25,505 shares 25,505 $2.85M 0.03% -91,019 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,423 shares; 2024Q4: 14,112 shares; 2025Q1: 13,950 shares; 2025Q2: 15,715 shares; 2025Q3: 17,868 shares; 2025Q4: 17,830 shares; 2026Q1: 13,889 shares; 2026Q2: 10,869 shares 10,869 $2.84M 0.03% -3,020 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: 20,723 shares; 2024Q4: 20,512 shares; 2025Q1: 27,718 shares; 2025Q2: 31,950 shares; 2025Q3: 27,848 shares; 2025Q4: 28,615 shares; 2026Q1: 27,104 shares; 2026Q2: 29,533 shares 29,533 $2.83M 0.03% +2,429 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: 8,611 shares; 2024Q4: 8,945 shares; 2025Q1: 8,726 shares; 2025Q2: 9,430 shares; 2025Q3: 9,419 shares; 2025Q4: 9,180 shares; 2026Q1: 10,025 shares; 2026Q2: 10,102 shares 10,102 $2.78M 0.03% +77 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: 23,758 shares; 2024Q4: 25,394 shares; 2025Q1: 8,676 shares; 2025Q2: 7,666 shares; 2025Q3: 7,801 shares; 2025Q4: 7,939 shares; 2026Q1: 7,804 shares; 2026Q2: 7,832 shares 7,832 $2.77M 0.03% +28 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: 33,730 shares; 2024Q4: 33,712 shares; 2025Q1: 30,191 shares; 2025Q2: 30,180 shares; 2025Q3: 29,747 shares; 2025Q4: 28,567 shares; 2026Q1: 27,579 shares; 2026Q2: 33,493 shares 33,493 $2.76M 0.03% +5,914 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: 8,503 shares; 2024Q4: 10,399 shares; 2025Q1: 10,982 shares; 2025Q2: 14,850 shares; 2025Q3: 19,559 shares; 2025Q4: 19,561 shares; 2026Q1: 17,788 shares; 2026Q2: 21,668 shares 21,668 $2.74M 0.03% +3,880 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: 6,321 shares; 2024Q4: 10,027 shares; 2025Q1: 14,172 shares; 2025Q2: 17,519 shares; 2025Q3: 17,895 shares; 2025Q4: 19,433 shares; 2026Q1: 16,808 shares; 2026Q2: 21,689 shares 21,689 $2.74M 0.03% +4,881 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,018 shares; 2024Q4: 1,253 shares; 2025Q1: 788 shares; 2025Q2: 2,659 shares; 2025Q3: 3,618 shares; 2025Q4: 3,859 shares; 2026Q1: 4,775 shares; 2026Q2: 4,376 shares 4,376 $2.73M 0.03% -399 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,948 shares; 2026Q1: 80,820 shares; 2026Q2: 92,953 shares 92,953 $2.69M 0.03% +12,133 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,168 shares; 2024Q4: 18,194 shares; 2025Q1: 18,209 shares; 2025Q2: 7,339 shares; 2025Q3: 18,234 shares; 2025Q4: 18,254 shares; 2026Q1: 18,270 shares; 2026Q2: 18,282 shares 18,282 $2.68M 0.03% +12 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: 17,542 shares; 2024Q4: 30,852 shares; 2025Q1: 33,368 shares; 2025Q2: 33,030 shares; 2025Q3: 34,868 shares; 2025Q4: 38,251 shares; 2026Q1: 34,594 shares; 2026Q2: 35,506 shares 35,506 $2.64M 0.03% +912 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: 20,397 shares; 2024Q4: 18,389 shares; 2025Q1: 27,344 shares; 2025Q2: 33,948 shares; 2025Q3: 44,781 shares; 2025Q4: 34,443 shares; 2026Q1: 30,183 shares; 2026Q2: 36,396 shares 36,396 $2.62M 0.03% +6,213 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: 3,565 shares; 2024Q4: 3,569 shares; 2025Q1: 11,371 shares; 2025Q2: 11,771 shares; 2025Q3: 6,775 shares; 2025Q4: 7,116 shares; 2026Q1: 7,119 shares; 2026Q2: 7,124 shares 7,124 $2.61M 0.03% +5 Timeline SPYD 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: 48,270 shares; 2025Q3: 47,173 shares; 2025Q4: 50,147 shares; 2026Q1: 52,516 shares; 2026Q2: 53,862 shares 53,862 $2.57M 0.03% +1,346 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 514 shares; 2026Q1: 1,021 shares; 2026Q2: 1,292 shares 1,292 $2.56M 0.03% +271 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,964 shares; 2025Q4: 29,429 shares; 2026Q1: 31,562 shares; 2026Q2: 38,315 shares 38,315 $2.54M 0.03% +6,753 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,829 shares; 2024Q4: 189,950 shares; 2025Q1: 113,213 shares; 2025Q2: 114,100 shares; 2025Q3: 114,585 shares; 2025Q4: 55,204 shares; 2026Q1: 54,584 shares; 2026Q2: 45,383 shares 45,383 $2.54M 0.03% -9,201 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 6,450 shares; 2025Q4: 6,413 shares; 2026Q1: 6,413 shares; 2026Q2: 15,416 shares 15,416 $2.52M 0.03% +9,003 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: 7,947 shares; 2024Q4: 9,968 shares; 2025Q1: 10,404 shares; 2025Q2: 16,007 shares; 2025Q3: 17,410 shares; 2025Q4: 18,583 shares; 2026Q1: 17,499 shares; 2026Q2: 22,196 shares 22,196 $2.46M 0.03% +4,697 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,331 shares; 2025Q2: 7,312 shares; 2025Q3: 7,437 shares; 2025Q4: 7,903 shares; 2026Q1: 36,477 shares; 2026Q2: 38,828 shares 38,828 $2.45M 0.03% +2,351 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: 43,265 shares; 2024Q4: 44,044 shares; 2025Q1: 43,430 shares; 2025Q2: 25,244 shares; 2025Q3: 25,389 shares; 2025Q4: 25,673 shares; 2026Q1: 21,479 shares; 2026Q2: 19,616 shares 19,616 $2.44M 0.03% -1,863 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 2,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,569 shares; 2026Q1: 3,972 shares; 2026Q2: 5,042 shares 5,042 $2.44M 0.03% +1,070 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,431 shares; 2024Q4: 29,220 shares; 2025Q1: 29,481 shares; 2025Q2: 29,429 shares; 2025Q3: 30,146 shares; 2025Q4: 29,558 shares; 2026Q1: 30,911 shares; 2026Q2: 30,489 shares 30,489 $2.4M 0.03% -422 Timeline AIRR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,888 shares; 2026Q2: 18,024 shares 18,024 $2.4M 0.03% +2,136 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: 2,279 shares; 2024Q4: 4,233 shares; 2025Q1: 3,688 shares; 2025Q2: 3,401 shares; 2025Q3: 2,928 shares; 2025Q4: 3,104 shares; 2026Q1: 3,075 shares; 2026Q2: 3,107 shares 3,107 $2.35M 0.03% +32 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: 35,196 shares; 2024Q4: 35,613 shares; 2025Q1: 32,635 shares; 2025Q2: 31,745 shares; 2025Q3: 31,925 shares; 2025Q4: 30,023 shares; 2026Q1: 27,898 shares; 2026Q2: 28,205 shares 28,205 $2.34M 0.03% +307 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: 40,371 shares; 2024Q4: 37,781 shares; 2025Q1: 37,338 shares; 2025Q2: 44,286 shares; 2025Q3: 44,849 shares; 2025Q4: 45,124 shares; 2026Q1: 46,120 shares; 2026Q2: 42,275 shares 42,275 $2.31M 0.03% -3,845 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: 22,206 shares; 2024Q4: 22,363 shares; 2025Q1: 62,642 shares; 2025Q2: 78,270 shares; 2025Q3: 39,751 shares; 2025Q4: 23,299 shares; 2026Q1: 27,940 shares; 2026Q2: 40,626 shares 40,626 $2.29M 0.03% +12,686 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: 20,674 shares; 2024Q4: 45,376 shares; 2025Q1: 26,422 shares; 2025Q2: 26,305 shares; 2025Q3: 23,185 shares; 2025Q4: 34,222 shares; 2026Q1: 38,095 shares; 2026Q2: 28,780 shares 28,780 $2.27M 0.03% -9,315 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 4,350 shares; 2025Q1: 4,467 shares; 2025Q2: 5,215 shares; 2025Q3: 45,777 shares; 2025Q4: 53,159 shares; 2026Q1: 52,851 shares; 2026Q2: 53,145 shares 53,145 $2.26M 0.03% +294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,185 shares 9,185 $2.25M 0.03% new 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: 3,667 shares; 2024Q4: 4,004 shares; 2025Q1: 4,738 shares; 2025Q2: 5,865 shares; 2025Q3: 7,354 shares; 2025Q4: 7,195 shares; 2026Q1: 7,472 shares; 2026Q2: 8,177 shares 8,177 $2.21M 0.03% +705 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: 3,480 shares; 2024Q4: 3,624 shares; 2025Q1: 3,516 shares; 2025Q2: 3,801 shares; 2025Q3: 4,773 shares; 2025Q4: 3,940 shares; 2026Q1: 4,222 shares; 2026Q2: 4,850 shares 4,850 $2.2M 0.03% +628 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: 2,405 shares; 2024Q4: 2,601 shares; 2025Q1: 2,728 shares; 2025Q2: 3,492 shares; 2025Q3: 3,598 shares; 2025Q4: 3,663 shares; 2026Q1: 3,498 shares; 2026Q2: 4,469 shares 4,469 $2.2M 0.03% +971 Timeline CIBR 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: 23,394 shares; 2024Q4: 23,999 shares; 2025Q1: 24,648 shares; 2025Q2: 20,926 shares; 2025Q3: 28,493 shares; 2025Q4: 29,078 shares; 2026Q1: 24,999 shares; 2026Q2: 24,296 shares 24,296 $2.18M 0.03% -703 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,640 shares; 2024Q4: 14,528 shares; 2025Q1: 14,790 shares; 2025Q2: 14,629 shares; 2025Q3: 14,723 shares; 2025Q4: 14,888 shares; 2026Q1: 13,389 shares; 2026Q2: 13,670 shares 13,670 $2.17M 0.03% +281 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,603 shares; 2025Q3: 72,628 shares; 2025Q4: 68,963 shares; 2026Q1: 61,786 shares; 2026Q2: 75,764 shares 75,764 $2.17M 0.03% +13,978 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: 19,772 shares; 2024Q4: 20,409 shares; 2025Q1: 18,917 shares; 2025Q2: 21,094 shares; 2025Q3: 20,393 shares; 2025Q4: 42,110 shares; 2026Q1: 39,386 shares; 2026Q2: 47,404 shares 47,404 $2.15M 0.03% +8,018 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK 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: 80,607 shares 80,607 $2.15M 0.03% new 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: 5,898 shares; 2024Q4: 4,247 shares; 2025Q1: 5,834 shares; 2025Q2: 9,060 shares; 2025Q3: 11,364 shares; 2025Q4: 8,238 shares; 2026Q1: 11,659 shares; 2026Q2: 12,693 shares 12,693 $2.15M 0.03% +1,034 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: 3,348 shares; 2024Q4: 5,819 shares; 2025Q1: 5,724 shares; 2025Q2: 8,690 shares; 2025Q3: 12,899 shares; 2025Q4: 9,846 shares; 2026Q1: 12,351 shares; 2026Q2: 16,356 shares 16,356 $2.12M 0.03% +4,005 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: 65,113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,996 shares; 2026Q2: 41,325 shares 41,325 $2.09M 0.03% -10,671 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: 7,974 shares; 2025Q4: 24,122 shares; 2026Q1: 24,137 shares; 2026Q2: 25,205 shares 25,205 $2.04M 0.02% +1,068 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: 14,205 shares; 2024Q4: 15,336 shares; 2025Q1: 16,776 shares; 2025Q2: 17,497 shares; 2025Q3: 14,635 shares; 2025Q4: 13,681 shares; 2026Q1: 13,303 shares; 2026Q2: 12,811 shares 12,811 $2.03M 0.02% -492 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: 7,030 shares; 2024Q4: 7,087 shares; 2025Q1: 7,098 shares; 2025Q2: 7,499 shares; 2025Q3: 15,583 shares; 2025Q4: 15,646 shares; 2026Q1: 20,849 shares; 2026Q2: 23,263 shares 23,263 $1.99M 0.02% +2,414 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: 9,384 shares; 2024Q4: 9,328 shares; 2025Q1: 9,173 shares; 2025Q2: 9,274 shares; 2025Q3: 9,196 shares; 2025Q4: 7,990 shares; 2026Q1: 7,990 shares; 2026Q2: 9,618 shares 9,618 $1.98M 0.02% +1,628 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: 2,814 shares; 2024Q4: 3,150 shares; 2025Q1: 4,386 shares; 2025Q2: 5,412 shares; 2025Q3: 5,927 shares; 2025Q4: 8,444 shares; 2026Q1: 10,817 shares; 2026Q2: 13,548 shares 13,548 $1.98M 0.02% +2,731 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,626 shares; 2024Q4: 44,599 shares; 2025Q1: 44,023 shares; 2025Q2: 43,510 shares; 2025Q3: 43,561 shares; 2025Q4: 45,058 shares; 2026Q1: 43,399 shares; 2026Q2: 41,965 shares 41,965 $1.97M 0.02% -1,434 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 3,451 shares; 2025Q1: 20,552 shares; 2025Q2: 27,380 shares; 2025Q3: 28,493 shares; 2025Q4: 17,475 shares; 2026Q1: 14,035 shares; 2026Q2: 21,827 shares 21,827 $1.97M 0.02% +7,792 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,618 shares; 2025Q3: 6,335 shares; 2025Q4: 7,512 shares; 2026Q1: 7,518 shares; 2026Q2: 8,956 shares 8,956 $1.96M 0.02% +1,438 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,591 shares; 2024Q4: 7,662 shares; 2025Q1: 8,032 shares; 2025Q2: 8,762 shares; 2025Q3: 5,401 shares; 2025Q4: 4,815 shares; 2026Q1: 4,554 shares; 2026Q2: 4,699 shares 4,699 $1.95M 0.02% +145 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78,283 shares; 2025Q1: 78,246 shares; 2025Q2: 79,327 shares; 2025Q3: 78,410 shares; 2025Q4: 78,360 shares; 2026Q1: 79,586 shares; 2026Q2: 81,096 shares 81,096 $1.95M 0.02% +1,510 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,614 shares; 2025Q3: 67,365 shares; 2025Q4: 67,365 shares; 2026Q1: 67,365 shares; 2026Q2: 68,287 shares 68,287 $1.89M 0.02% +922 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 2,024 shares; 2025Q1: 2,838 shares; 2025Q2: 3,633 shares; 2025Q3: 3,699 shares; 2025Q4: 3,614 shares; 2026Q1: 4,430 shares; 2026Q2: 4,058 shares 4,058 $1.86M 0.02% -372 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,786 shares; 2025Q4: 55,302 shares; 2026Q1: 56,132 shares; 2026Q2: 55,720 shares 55,720 $1.85M 0.02% -412 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,400 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares; 2025Q4: 30,200 shares; 2026Q1: 30,200 shares; 2026Q2: 30,200 shares 30,200 $1.85M 0.02% 0 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: 10,196 shares; 2024Q4: 10,066 shares; 2025Q1: 8,496 shares; 2025Q2: 8,497 shares; 2025Q3: 8,221 shares; 2025Q4: 8,134 shares; 2026Q1: 7,718 shares; 2026Q2: 12,909 shares 12,909 $1.84M 0.02% +5,191 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396 shares; 2024Q4: 1,590 shares; 2025Q1: 1,888 shares; 2025Q2: 2,359 shares; 2025Q3: 6,528 shares; 2025Q4: 7,231 shares; 2026Q1: 6,232 shares; 2026Q2: 6,439 shares 6,439 $1.82M 0.02% +207 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: 187,207 shares; 2024Q4: 185,473 shares; 2025Q1: 50,107 shares; 2025Q2: 47,687 shares; 2025Q3: 45,985 shares; 2025Q4: 48,165 shares; 2026Q1: 54,413 shares; 2026Q2: 28,838 shares 28,838 $1.81M 0.02% -25,575 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: 8,089 shares; 2024Q4: 8,077 shares; 2025Q1: 8,276 shares; 2025Q2: 7,790 shares; 2025Q3: 9,881 shares; 2025Q4: 9,184 shares; 2026Q1: 11,001 shares; 2026Q2: 10,874 shares 10,874 $1.81M 0.02% -127 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: 3,194 shares; 2024Q4: 3,716 shares; 2025Q1: 3,798 shares; 2025Q2: 4,934 shares; 2025Q3: 5,957 shares; 2025Q4: 5,067 shares; 2026Q1: 5,283 shares; 2026Q2: 6,958 shares 6,958 $1.81M 0.02% +1,675 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: 286,802 shares; 2024Q4: 84,401 shares; 2025Q1: 79,528 shares; 2025Q2: 92,038 shares; 2025Q3: 100,682 shares; 2025Q4: 85,629 shares; 2026Q1: 83,020 shares; 2026Q2: 72,787 shares 72,787 $1.79M 0.02% -10,233 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: 8,006 shares; 2024Q4: 8,652 shares; 2025Q1: 10,953 shares; 2025Q2: 11,337 shares; 2025Q3: 14,281 shares; 2025Q4: 15,405 shares; 2026Q1: 10,017 shares; 2026Q2: 10,792 shares 10,792 $1.76M 0.02% +775 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: 4,173 shares; 2024Q4: 5,668 shares; 2025Q1: 5,286 shares; 2025Q2: 4,883 shares; 2025Q3: 5,671 shares; 2025Q4: 5,514 shares; 2026Q1: 4,393 shares; 2026Q2: 5,064 shares 5,064 $1.74M 0.02% +671 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: 5,790 shares; 2024Q4: 11,010 shares; 2025Q1: 5,861 shares; 2025Q2: 6,467 shares; 2025Q3: 9,526 shares; 2025Q4: 9,673 shares; 2026Q1: 9,405 shares; 2026Q2: 10,254 shares 10,254 $1.74M 0.02% +849 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: 5,024 shares; 2024Q4: 5,820 shares; 2025Q1: 4,496 shares; 2025Q2: 7,309 shares; 2025Q3: 8,297 shares; 2025Q4: 9,738 shares; 2026Q1: 9,365 shares; 2026Q2: 9,366 shares 9,366 $1.73M 0.02% +1 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: not reported; 2024Q4: 2,585 shares; 2025Q1: 2,729 shares; 2025Q2: 3,451 shares; 2025Q3: 3,895 shares; 2025Q4: 4,651 shares; 2026Q1: 5,871 shares; 2026Q2: 8,146 shares 8,146 $1.73M 0.02% +2,275 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: 32,997 shares; 2024Q4: 16,551 shares; 2025Q1: 17,511 shares; 2025Q2: 26,066 shares; 2025Q3: 34,402 shares; 2025Q4: 34,345 shares; 2026Q1: 32,334 shares; 2026Q2: 36,160 shares 36,160 $1.72M 0.02% +3,826 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,455 shares; 2024Q4: 20,747 shares; 2025Q1: 21,145 shares; 2025Q2: 34,140 shares; 2025Q3: 29,581 shares; 2025Q4: 29,542 shares; 2026Q1: 29,544 shares; 2026Q2: 28,969 shares 28,969 $1.71M 0.02% -575 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: 95,093 shares; 2024Q4: 39,884 shares; 2025Q1: 41,147 shares; 2025Q2: 47,668 shares; 2025Q3: 53,525 shares; 2025Q4: 44,492 shares; 2026Q1: 39,710 shares; 2026Q2: 29,444 shares 29,444 $1.7M 0.02% -10,266 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,257 shares; 2024Q4: 37,342 shares; 2025Q1: 35,238 shares; 2025Q2: 35,248 shares; 2025Q3: 35,669 shares; 2025Q4: 34,778 shares; 2026Q1: 34,768 shares; 2026Q2: 34,313 shares 34,313 $1.7M 0.02% -455 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,277 shares; 2024Q4: 18,574 shares; 2025Q1: 22,981 shares; 2025Q2: 22,564 shares; 2025Q3: 23,631 shares; 2025Q4: 28,384 shares; 2026Q1: 33,607 shares; 2026Q2: 35,717 shares 35,717 $1.69M 0.02% +2,110 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,660 shares; 2025Q1: 20,296 shares; 2025Q2: 22,951 shares; 2025Q3: 23,163 shares; 2025Q4: 23,079 shares; 2026Q1: 23,390 shares; 2026Q2: 24,895 shares 24,895 $1.68M 0.02% +1,505 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: 4,463 shares; 2024Q4: 8,058 shares; 2025Q1: 6,188 shares; 2025Q2: 3,503 shares; 2025Q3: 3,962 shares; 2025Q4: 4,133 shares; 2026Q1: 3,549 shares; 2026Q2: 4,479 shares 4,479 $1.68M 0.02% +930 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,307 shares 11,307 $1.68M 0.02% new Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,890 shares; 2025Q4: 261,890 shares; 2026Q1: 261,890 shares; 2026Q2: 211,890 shares 211,890 $1.66M 0.02% -50,000 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: not reported; 2024Q4: 374 shares; 2025Q1: 681 shares; 2025Q2: 931 shares; 2025Q3: 994 shares; 2025Q4: 1,024 shares; 2026Q1: 900 shares; 2026Q2: 1,201 shares 1,201 $1.66M 0.02% +301 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: 15,111 shares; 2024Q4: 16,876 shares; 2025Q1: 17,745 shares; 2025Q2: 17,990 shares; 2025Q3: 20,496 shares; 2025Q4: 21,105 shares; 2026Q1: 20,979 shares; 2026Q2: 22,637 shares 22,637 $1.66M 0.02% +1,658 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 4,636 shares; 2025Q1: 4,658 shares; 2025Q2: 6,325 shares; 2025Q3: 5,507 shares; 2025Q4: 5,674 shares; 2026Q1: 5,383 shares; 2026Q2: 5,509 shares 5,509 $1.65M 0.02% +126 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: 18,630 shares; 2024Q4: 19,754 shares; 2025Q1: 19,730 shares; 2025Q2: 69,225 shares; 2025Q3: 73,979 shares; 2025Q4: 73,479 shares; 2026Q1: 23,817 shares; 2026Q2: 6,394 shares 6,394 $1.63M 0.02% -17,423 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,538 shares; 2024Q4: 5,241 shares; 2025Q1: 5,577 shares; 2025Q2: 5,861 shares; 2025Q3: 5,893 shares; 2025Q4: 5,510 shares; 2026Q1: 4,836 shares; 2026Q2: 5,180 shares 5,180 $1.63M 0.02% +344 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: 1,308 shares; 2024Q4: 1,324 shares; 2025Q1: 1,345 shares; 2025Q2: 3,131 shares; 2025Q3: 3,469 shares; 2025Q4: 3,948 shares; 2026Q1: 4,919 shares; 2026Q2: 5,135 shares 5,135 $1.61M 0.02% +216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 17,362 shares; 2025Q4: 17,813 shares; 2026Q1: 16,670 shares; 2026Q2: 16,416 shares 16,416 $1.59M 0.02% -254 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,474 shares; 2024Q4: 27,474 shares; 2025Q1: 27,474 shares; 2025Q2: 27,474 shares; 2025Q3: 27,299 shares; 2025Q4: 27,299 shares; 2026Q1: 27,299 shares; 2026Q2: 29,119 shares 29,119 $1.59M 0.02% +1,820 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: 16,619 shares; 2024Q4: 18,437 shares; 2025Q1: 19,144 shares; 2025Q2: 24,631 shares; 2025Q3: 26,171 shares; 2025Q4: 16,178 shares; 2026Q1: 15,843 shares; 2026Q2: 18,753 shares 18,753 $1.59M 0.02% +2,910 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,666 shares; 2026Q1: 11,434 shares; 2026Q2: 12,133 shares 12,133 $1.58M 0.02% +699 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: 13,465 shares; 2024Q4: 10,675 shares; 2025Q1: 10,437 shares; 2025Q2: 11,366 shares; 2025Q3: 11,975 shares; 2025Q4: 11,790 shares; 2026Q1: 9,764 shares; 2026Q2: 9,901 shares 9,901 $1.58M 0.02% +137 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,467 shares; 2024Q4: 15,152 shares; 2025Q1: 14,674 shares; 2025Q2: 20,439 shares; 2025Q3: 26,237 shares; 2025Q4: 24,261 shares; 2026Q1: 34,574 shares; 2026Q2: 35,032 shares 35,032 $1.58M 0.02% +458 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: 2,014 shares; 2024Q4: 6,947 shares; 2025Q1: 7,156 shares; 2025Q2: 9,508 shares; 2025Q3: 11,857 shares; 2025Q4: 12,354 shares; 2026Q1: 10,723 shares; 2026Q2: 11,520 shares 11,520 $1.58M 0.02% +797 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,019 shares; 2024Q4: 3,784 shares; 2025Q1: not reported; 2025Q2: 5,576 shares; 2025Q3: 6,262 shares; 2025Q4: 12,346 shares; 2026Q1: 19,643 shares; 2026Q2: 24,386 shares 24,386 $1.57M 0.02% +4,743 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 82,383 shares 82,383 $1.56M 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 335 shares; 2025Q1: 174 shares; 2025Q2: 429 shares; 2025Q3: 511 shares; 2025Q4: 465 shares; 2026Q1: 453 shares; 2026Q2: 487 shares 487 $1.56M 0.02% +34 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,409 shares; 2025Q3: 14,409 shares; 2025Q4: 14,409 shares; 2026Q1: 14,409 shares; 2026Q2: 32,787 shares 32,787 $1.53M 0.02% +18,378 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,920 shares; 2024Q4: 5,325 shares; 2025Q1: 32,485 shares; 2025Q2: 28,871 shares; 2025Q3: 29,012 shares; 2025Q4: 27,784 shares; 2026Q1: 27,893 shares; 2026Q2: 7,110 shares 7,110 $1.52M 0.02% -20,783 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,187 shares; 2024Q4: 8,452 shares; 2025Q1: 8,614 shares; 2025Q2: 8,500 shares; 2025Q3: 8,527 shares; 2025Q4: 7,938 shares; 2026Q1: 7,957 shares; 2026Q2: 10,192 shares 10,192 $1.51M 0.02% +2,235 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: not reported; 2024Q4: 2,934 shares; 2025Q1: 3,381 shares; 2025Q2: 11,832 shares; 2025Q3: 13,076 shares; 2025Q4: 14,151 shares; 2026Q1: 12,841 shares; 2026Q2: 18,543 shares 18,543 $1.5M 0.02% +5,702 Timeline VMBS 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: 17,999 shares; 2024Q4: 62,716 shares; 2025Q1: 47,484 shares; 2025Q2: 56,247 shares; 2025Q3: 36,806 shares; 2025Q4: 40,674 shares; 2026Q1: 31,991 shares; 2026Q2: 31,886 shares 31,886 $1.49M 0.02% -105 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,647 shares 27,647 $1.49M 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,086 shares; 2024Q4: 8,384 shares; 2025Q1: 9,984 shares; 2025Q2: 10,629 shares; 2025Q3: 12,140 shares; 2025Q4: 11,202 shares; 2026Q1: 11,601 shares; 2026Q2: 12,703 shares 12,703 $1.48M 0.02% +1,102 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL 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: 28,204 shares 28,204 $1.48M 0.02% new 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: 17,274 shares; 2024Q4: 16,724 shares; 2025Q1: 17,643 shares; 2025Q2: 18,254 shares; 2025Q3: 20,839 shares; 2025Q4: 21,714 shares; 2026Q1: 22,080 shares; 2026Q2: 17,370 shares 17,370 $1.47M 0.02% -4,710 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS 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: 16,472 shares; 2025Q4: 16,241 shares; 2026Q1: 16,261 shares; 2026Q2: 16,271 shares 16,271 $1.46M 0.02% +10 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,244 shares; 2026Q1: 1,188 shares; 2026Q2: 1,276 shares 1,276 $1.46M 0.02% +88 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: 2,664 shares; 2024Q4: 1,679 shares; 2025Q1: 1,698 shares; 2025Q2: 1,417 shares; 2025Q3: 3,414 shares; 2025Q4: 3,335 shares; 2026Q1: 2,881 shares; 2026Q2: 3,731 shares 3,731 $1.44M 0.02% +850 Timeline XME 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: 13,372 shares; 2024Q4: 13,387 shares; 2025Q1: 13,383 shares; 2025Q2: 13,401 shares; 2025Q3: 13,416 shares; 2025Q4: 13,432 shares; 2026Q1: 13,440 shares; 2026Q2: 13,450 shares 13,450 $1.44M 0.02% +10 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261 shares; 2025Q2: 5,185 shares; 2025Q3: 5,395 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares; 2026Q2: 5,267 shares 5,267 $1.43M 0.02% 0 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: 16,054 shares; 2025Q2: 11,879 shares; 2025Q3: 11,554 shares; 2025Q4: 12,035 shares; 2026Q1: not reported; 2026Q2: 5,097 shares 5,097 $1.41M 0.02% new Timeline GBIL 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: not reported; 2026Q2: 13,915 shares 13,915 $1.39M 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,608 shares; 2024Q4: 26,338 shares; 2025Q1: 7,451 shares; 2025Q2: 25,520 shares; 2025Q3: 26,486 shares; 2025Q4: 24,158 shares; 2026Q1: 25,873 shares; 2026Q2: 8,081 shares 8,081 $1.39M 0.02% -17,792 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,294 shares; 2024Q4: 21,934 shares; 2025Q1: 22,609 shares; 2025Q2: 22,716 shares; 2025Q3: 17,292 shares; 2025Q4: 13,185 shares; 2026Q1: 12,576 shares; 2026Q2: 11,468 shares 11,468 $1.39M 0.02% -1,108 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: 12,749 shares; 2024Q4: 12,606 shares; 2025Q1: 12,420 shares; 2025Q2: 13,207 shares; 2025Q3: 13,041 shares; 2025Q4: 13,041 shares; 2026Q1: 12,216 shares; 2026Q2: 11,166 shares 11,166 $1.39M 0.02% -1,050 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: 4,364 shares; 2024Q4: 6,335 shares; 2025Q1: 16,713 shares; 2025Q2: 15,958 shares; 2025Q3: 15,958 shares; 2025Q4: 15,194 shares; 2026Q1: 16,647 shares; 2026Q2: 17,895 shares 17,895 $1.37M 0.02% +1,248 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: not reported; 2025Q4: 5,588 shares; 2026Q1: 5,413 shares; 2026Q2: 4,500 shares 4,500 $1.36M 0.02% -913 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,845 shares; 2025Q1: 2,808 shares; 2025Q2: 4,020 shares; 2025Q3: 4,201 shares; 2025Q4: 2,849 shares; 2026Q1: 3,685 shares; 2026Q2: 5,406 shares 5,406 $1.35M 0.02% +1,721 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: 14,196 shares; 2024Q4: 14,370 shares; 2025Q1: 14,353 shares; 2025Q2: 15,278 shares; 2025Q3: 15,180 shares; 2025Q4: 14,602 shares; 2026Q1: 14,386 shares; 2026Q2: 15,280 shares 15,280 $1.34M 0.02% +894 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,767 shares; 2026Q1: 60,215 shares; 2026Q2: 79,575 shares 79,575 $1.34M 0.02% +19,360 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: 4,105 shares; 2024Q4: 6,216 shares; 2025Q1: 6,139 shares; 2025Q2: 5,904 shares; 2025Q3: 7,222 shares; 2025Q4: 12,012 shares; 2026Q1: 11,255 shares; 2026Q2: 11,347 shares 11,347 $1.33M 0.02% +92 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: 3,224 shares; 2024Q4: 3,120 shares; 2025Q1: 3,005 shares; 2025Q2: 5,954 shares; 2025Q3: 7,211 shares; 2025Q4: 7,760 shares; 2026Q1: 9,797 shares; 2026Q2: 13,483 shares 13,483 $1.33M 0.02% +3,686 Timeline AIRS AIRSCULPT TECHNOLOGIES INC More: the full row for AIRSCULPT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,166 shares; 2025Q2: 147,900 shares; 2025Q3: 204,700 shares; 2025Q4: 238,900 shares; 2026Q1: 265,861 shares; 2026Q2: 293,458 shares 293,458 $1.32M 0.02% +27,597 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: 1,921 shares; 2024Q4: 1,636 shares; 2025Q1: 1,484 shares; 2025Q2: 1,442 shares; 2025Q3: 9,941 shares; 2025Q4: 11,048 shares; 2026Q1: 2,163 shares; 2026Q2: 2,558 shares 2,558 $1.32M 0.02% +395 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,263 shares; 2024Q4: 63,267 shares; 2025Q1: 3,197 shares; 2025Q2: not reported; 2025Q3: 12,753 shares; 2025Q4: 13,498 shares; 2026Q1: 14,818 shares; 2026Q2: 14,332 shares 14,332 $1.31M 0.02% -486 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: 6,019 shares; 2024Q4: 6,686 shares; 2025Q1: 7,060 shares; 2025Q2: 7,507 shares; 2025Q3: 9,506 shares; 2025Q4: 10,127 shares; 2026Q1: 7,349 shares; 2026Q2: 11,156 shares 11,156 $1.31M 0.02% +3,807 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,849 shares; 2026Q1: 2,295 shares; 2026Q2: 2,641 shares 2,641 $1.3M 0.02% +346 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: 12,531 shares; 2024Q4: 10,414 shares; 2025Q1: 9,331 shares; 2025Q2: 9,349 shares; 2025Q3: 8,828 shares; 2025Q4: 8,301 shares; 2026Q1: 8,250 shares; 2026Q2: 8,222 shares 8,222 $1.29M 0.02% -28 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: 452 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,155 shares; 2026Q2: 2,893 shares 2,893 $1.29M 0.02% +1,738 Timeline VFH 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: 6,645 shares; 2024Q4: 6,707 shares; 2025Q1: 6,732 shares; 2025Q2: 6,754 shares; 2025Q3: 8,144 shares; 2025Q4: 9,256 shares; 2026Q1: 9,655 shares; 2026Q2: 9,703 shares 9,703 $1.28M 0.02% +48 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,309 shares; 2024Q4: 20,349 shares; 2025Q1: 20,380 shares; 2025Q2: 20,415 shares; 2025Q3: 20,293 shares; 2025Q4: 18,935 shares; 2026Q1: 18,966 shares; 2026Q2: 18,993 shares 18,993 $1.27M 0.02% +27 Timeline RWJ 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: 23,419 shares; 2024Q4: 22,186 shares; 2025Q1: 22,152 shares; 2025Q2: 21,450 shares; 2025Q3: 21,069 shares; 2025Q4: 21,063 shares; 2026Q1: 21,071 shares; 2026Q2: 21,077 shares 21,077 $1.25M 0.02% +6 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,629 shares; 2024Q4: 5,620 shares; 2025Q1: 5,624 shares; 2025Q2: 5,493 shares; 2025Q3: 5,497 shares; 2025Q4: 5,503 shares; 2026Q1: 5,440 shares; 2026Q2: 6,955 shares 6,955 $1.24M 0.01% +1,515 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: 10,396 shares; 2024Q4: 5,866 shares; 2025Q1: 5,870 shares; 2025Q2: 6,287 shares; 2025Q3: 5,331 shares; 2025Q4: 5,367 shares; 2026Q1: 5,084 shares; 2026Q2: 5,612 shares 5,612 $1.24M 0.01% +528 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,860 shares; 2024Q4: 6,885 shares; 2025Q1: 6,903 shares; 2025Q2: 6,887 shares; 2025Q3: 7,272 shares; 2025Q4: 7,269 shares; 2026Q1: 7,116 shares; 2026Q2: 9,074 shares 9,074 $1.24M 0.01% +1,958 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,100 shares; 2025Q3: 30,638 shares; 2025Q4: 30,649 shares; 2026Q1: 30,846 shares; 2026Q2: 40,430 shares 40,430 $1.23M 0.01% +9,584 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 10,321 shares; 2025Q4: 12,618 shares; 2026Q1: 12,081 shares; 2026Q2: 12,384 shares 12,384 $1.23M 0.01% +303 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: 2,992 shares; 2024Q4: 2,975 shares; 2025Q1: 1,521 shares; 2025Q2: 3,569 shares; 2025Q3: 4,104 shares; 2025Q4: 3,857 shares; 2026Q1: 3,580 shares; 2026Q2: 4,165 shares 4,165 $1.22M 0.01% +585 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,028 shares; 2026Q2: 1,975 shares 1,975 $1.22M 0.01% +947 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,026 shares; 2025Q4: 23,744 shares; 2026Q1: 22,911 shares; 2026Q2: 24,026 shares 24,026 $1.22M 0.01% +1,115 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,196 shares; 2025Q3: 16,078 shares; 2025Q4: 15,734 shares; 2026Q1: 16,198 shares; 2026Q2: 16,370 shares 16,370 $1.21M 0.01% +172 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,013 shares; 2024Q4: 4,548 shares; 2025Q1: 5,186 shares; 2025Q2: 6,698 shares; 2025Q3: 8,617 shares; 2025Q4: 9,181 shares; 2026Q1: 11,037 shares; 2026Q2: 11,037 shares 11,037 $1.21M 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares; 2026Q1: 1,701 shares; 2026Q2: 3,050 shares 3,050 $1.2M 0.01% +1,349 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: 851 shares; 2026Q2: 1,400 shares 1,400 $1.2M 0.01% +549 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,216 shares; 2025Q1: 21,249 shares; 2025Q2: 21,297 shares; 2025Q3: 22,308 shares; 2025Q4: 23,773 shares; 2026Q1: 37,109 shares; 2026Q2: 47,226 shares 47,226 $1.19M 0.01% +10,117 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,276 shares; 2024Q4: 42,298 shares; 2025Q1: 43,060 shares; 2025Q2: 41,475 shares; 2025Q3: 48,298 shares; 2025Q4: 42,932 shares; 2026Q1: 29,825 shares; 2026Q2: 28,780 shares 28,780 $1.19M 0.01% -1,045 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,306 shares; 2024Q4: 56,955 shares; 2025Q1: 69,630 shares; 2025Q2: 74,862 shares; 2025Q3: 69,269 shares; 2025Q4: 30,358 shares; 2026Q1: 32,950 shares; 2026Q2: 39,033 shares 39,033 $1.19M 0.01% +6,083 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 914 shares; 2025Q1: 1,050 shares; 2025Q2: 1,608 shares; 2025Q3: 2,274 shares; 2025Q4: 2,241 shares; 2026Q1: 1,729 shares; 2026Q2: 2,250 shares 2,250 $1.18M 0.01% +521 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,121 shares; 2025Q3: 16,121 shares; 2025Q4: 16,121 shares; 2026Q1: 16,121 shares; 2026Q2: 31,805 shares 31,805 $1.18M 0.01% +15,684 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: 10,523 shares; 2024Q4: 3,138 shares; 2025Q1: 2,974 shares; 2025Q2: 6,160 shares; 2025Q3: 11,204 shares; 2025Q4: 11,220 shares; 2026Q1: 12,965 shares; 2026Q2: 12,630 shares 12,630 $1.18M 0.01% -335 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: 14,624 shares; 2024Q4: 15,719 shares; 2025Q1: 15,278 shares; 2025Q2: 10,933 shares; 2025Q3: 10,169 shares; 2025Q4: 9,647 shares; 2026Q1: 10,136 shares; 2026Q2: 10,937 shares 10,937 $1.18M 0.01% +801 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: 8,373 shares; 2024Q4: 7,729 shares; 2025Q1: 7,739 shares; 2025Q2: 7,749 shares; 2025Q3: 8,142 shares; 2025Q4: 8,152 shares; 2026Q1: 7,907 shares; 2026Q2: 8,880 shares 8,880 $1.17M 0.01% +973 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,508 shares; 2024Q4: 5,484 shares; 2025Q1: 6,191 shares; 2025Q2: 8,971 shares; 2025Q3: 9,587 shares; 2025Q4: 8,380 shares; 2026Q1: 10,760 shares; 2026Q2: 12,119 shares 12,119 $1.17M 0.01% +1,359 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: 2,326 shares; 2024Q4: 2,532 shares; 2025Q1: 2,716 shares; 2025Q2: 3,162 shares; 2025Q3: 3,838 shares; 2025Q4: 4,092 shares; 2026Q1: 3,576 shares; 2026Q2: 4,912 shares 4,912 $1.17M 0.01% +1,336 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 1,077 shares; 2025Q2: 1,243 shares; 2025Q3: 4,300 shares; 2025Q4: 3,838 shares; 2026Q1: 3,475 shares; 2026Q2: 4,905 shares 4,905 $1.17M 0.01% +1,430 Timeline NAVN NAVAN INC More: the full row for NAVAN 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: 51,193 shares 51,193 $1.17M 0.01% new Timeline VOX 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: 5,789 shares; 2024Q4: 5,799 shares; 2025Q1: 6,377 shares; 2025Q2: 6,377 shares; 2025Q3: 6,347 shares; 2025Q4: 6,404 shares; 2026Q1: 6,352 shares; 2026Q2: 6,352 shares 6,352 $1.17M 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,972 shares; 2025Q1: 11,060 shares; 2025Q2: 21,435 shares; 2025Q3: 24,508 shares; 2025Q4: 24,306 shares; 2026Q1: 21,899 shares; 2026Q2: 25,047 shares 25,047 $1.17M 0.01% +3,148 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,971 shares; 2024Q4: 3,846 shares; 2025Q1: 3,957 shares; 2025Q2: 6,154 shares; 2025Q3: 7,521 shares; 2025Q4: 7,722 shares; 2026Q1: 7,372 shares; 2026Q2: 7,372 shares 7,372 $1.17M 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,276 shares; 2025Q2: 3,285 shares; 2025Q3: 4,664 shares; 2025Q4: 4,611 shares; 2026Q1: 7,166 shares; 2026Q2: 16,085 shares 16,085 $1.16M 0.01% +8,919 Timeline XLB 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: 15,646 shares; 2024Q4: 16,091 shares; 2025Q1: 12,713 shares; 2025Q2: 12,421 shares; 2025Q3: 11,454 shares; 2025Q4: 23,660 shares; 2026Q1: 22,647 shares; 2026Q2: 22,789 shares 22,789 $1.16M 0.01% +142 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,485 shares; 2025Q1: 3,527 shares; 2025Q2: 4,004 shares; 2025Q3: 4,132 shares; 2025Q4: 4,544 shares; 2026Q1: 3,725 shares; 2026Q2: 4,023 shares 4,023 $1.13M 0.01% +298 Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,654 shares; 2025Q3: 4,739 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares; 2026Q2: 25,120 shares 25,120 $1.13M 0.01% +20,452 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 3,186 shares; 2025Q4: 3,904 shares; 2026Q1: 7,716 shares; 2026Q2: 8,246 shares 8,246 $1.12M 0.01% +530 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,432 shares; 2025Q4: 1,471 shares; 2026Q1: 1,470 shares; 2026Q2: 1,475 shares 1,475 $1.12M 0.01% +5 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares; 2026Q2: 4,888 shares 4,888 $1.12M 0.01% +2,048 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: 3,979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 7,152 shares; 2025Q4: not reported; 2026Q1: 11,041 shares; 2026Q2: 23,007 shares 23,007 $1.12M 0.01% +11,966 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,114 shares; 2025Q1: 2,219 shares; 2025Q2: 2,823 shares; 2025Q3: 2,848 shares; 2025Q4: 3,061 shares; 2026Q1: 3,096 shares; 2026Q2: 2,470 shares 2,470 $1.11M 0.01% -626 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: 4,629 shares; 2024Q4: 4,810 shares; 2025Q1: 4,793 shares; 2025Q2: 5,131 shares; 2025Q3: 4,656 shares; 2025Q4: 4,367 shares; 2026Q1: 4,631 shares; 2026Q2: 5,000 shares 5,000 $1.11M 0.01% +369 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,123 shares; 2024Q4: 10,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,259 shares; 2025Q4: 59,531 shares; 2026Q1: 47,158 shares; 2026Q2: 63,956 shares 63,956 $1.11M 0.01% +16,798 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 3,682 shares 3,682 $1.11M 0.01% new 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: 9,395 shares; 2024Q4: 5,813 shares; 2025Q1: 15,073 shares; 2025Q2: 15,057 shares; 2025Q3: 14,602 shares; 2025Q4: 14,602 shares; 2026Q1: 14,602 shares; 2026Q2: 14,540 shares 14,540 $1.1M 0.01% -62 Timeline RPG 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: 17,256 shares; 2024Q4: 17,256 shares; 2025Q1: 17,256 shares; 2025Q2: 17,256 shares; 2025Q3: 17,256 shares; 2025Q4: 17,256 shares; 2026Q1: 17,256 shares; 2026Q2: 17,256 shares 17,256 $1.1M 0.01% 0 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: 7,934 shares; 2024Q4: 8,928 shares; 2025Q1: 13,827 shares; 2025Q2: 12,089 shares; 2025Q3: 11,315 shares; 2025Q4: 13,653 shares; 2026Q1: 12,418 shares; 2026Q2: 11,395 shares 11,395 $1.09M 0.01% -1,023 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: 5,275 shares; 2024Q4: 5,307 shares; 2025Q1: 5,342 shares; 2025Q2: 5,342 shares; 2025Q3: 5,385 shares; 2025Q4: 5,600 shares; 2026Q1: 5,469 shares; 2026Q2: 5,511 shares 5,511 $1.09M 0.01% +42 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,629 shares; 2025Q1: 1,618 shares; 2025Q2: 1,766 shares; 2025Q3: 1,948 shares; 2025Q4: 1,903 shares; 2026Q1: 2,459 shares; 2026Q2: 3,100 shares 3,100 $1.09M 0.01% +641 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,151 shares; 2025Q1: 4,962 shares; 2025Q2: 7,084 shares; 2025Q3: 11,059 shares; 2025Q4: 11,382 shares; 2026Q1: 9,630 shares; 2026Q2: 13,474 shares 13,474 $1.08M 0.01% +3,844 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: 7,917 shares 7,917 $1.07M 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,609 shares; 2026Q1: 2,441 shares; 2026Q2: 4,246 shares 4,246 $1.07M 0.01% +1,805 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 452 shares; 2025Q4: 479 shares; 2026Q1: 980 shares; 2026Q2: 1,287 shares 1,287 $1.07M 0.01% +307 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 704 shares; 2025Q4: 2,127 shares; 2026Q1: 2,058 shares; 2026Q2: 2,432 shares 2,432 $1.06M 0.01% +374 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,094 shares; 2024Q4: 6,028 shares; 2025Q1: 5,923 shares; 2025Q2: 8,261 shares; 2025Q3: 24,642 shares; 2025Q4: 26,487 shares; 2026Q1: 13,002 shares; 2026Q2: 13,718 shares 13,718 $1.06M 0.01% +716 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 239,098 shares; 2025Q4: 162,000 shares; 2026Q1: 178,474 shares; 2026Q2: 179,284 shares 179,284 $1.05M 0.01% +810 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: not reported; 2024Q4: 958 shares; 2025Q1: 1,204 shares; 2025Q2: 1,624 shares; 2025Q3: 2,022 shares; 2025Q4: 2,146 shares; 2026Q1: 1,202 shares; 2026Q2: 3,145 shares 3,145 $1.04M 0.01% +1,943 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,337 shares; 2024Q4: 14,618 shares; 2025Q1: 8,858 shares; 2025Q2: 8,895 shares; 2025Q3: 8,524 shares; 2025Q4: 8,266 shares; 2026Q1: 6,101 shares; 2026Q2: 7,581 shares 7,581 $1.03M 0.01% +1,480 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,556 shares; 2024Q4: 39,502 shares; 2025Q1: 39,519 shares; 2025Q2: 20,774 shares; 2025Q3: 24,809 shares; 2025Q4: 22,052 shares; 2026Q1: 18,252 shares; 2026Q2: 13,985 shares 13,985 $1.03M 0.01% -4,267 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: not reported; 2026Q2: 19,420 shares 19,420 $1.03M 0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 11,187 shares; 2025Q4: 10,184 shares; 2026Q1: 10,359 shares; 2026Q2: 11,516 shares 11,516 $1.03M 0.01% +1,157 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,984 shares; 2025Q3: 5,583 shares; 2025Q4: 8,728 shares; 2026Q1: 14,998 shares; 2026Q2: 15,449 shares 15,449 $1.02M 0.01% +451 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $1.02M 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 4,598 shares; 2026Q2: 6,005 shares 6,005 $1.02M 0.01% +1,407 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,767 shares; 2026Q1: not reported; 2026Q2: 15,274 shares 15,274 $1.02M 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,885 shares; 2025Q1: 6,693 shares; 2025Q2: 7,097 shares; 2025Q3: 7,673 shares; 2025Q4: 9,159 shares; 2026Q1: 10,060 shares; 2026Q2: 11,782 shares 11,782 $1.02M 0.01% +1,722 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,502 shares; 2026Q1: 2,711 shares; 2026Q2: 6,054 shares 6,054 $1.01M 0.01% +3,343 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: 17,152 shares; 2024Q4: 25,030 shares; 2025Q1: 25,059 shares; 2025Q2: 32,687 shares; 2025Q3: 31,265 shares; 2025Q4: 31,279 shares; 2026Q1: 34,074 shares; 2026Q2: 34,256 shares 34,256 $1.01M 0.01% +182 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,110 shares; 2025Q1: 11,110 shares; 2025Q2: 11,110 shares; 2025Q3: 11,110 shares; 2025Q4: 11,110 shares; 2026Q1: 11,110 shares; 2026Q2: 24,471 shares 24,471 $1M 0.01% +13,361 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: 5,872 shares; 2024Q4: 7,267 shares; 2025Q1: 7,439 shares; 2025Q2: 7,456 shares; 2025Q3: 7,026 shares; 2025Q4: 7,339 shares; 2026Q1: 8,008 shares; 2026Q2: 9,000 shares 9,000 $1M 0.01% +992 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,848 shares 12,848 $997K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,853 shares; 2026Q1: 12,551 shares; 2026Q2: 13,346 shares 13,346 $994K 0.01% +795 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares; 2026Q2: 3,432 shares 3,432 $993K 0.01% +1,017 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 2,889 shares; 2025Q1: 2,385 shares; 2025Q2: 3,053 shares; 2025Q3: 3,584 shares; 2025Q4: 3,568 shares; 2026Q1: 4,730 shares; 2026Q2: 4,925 shares 4,925 $993K 0.01% +195 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: not reported; 2026Q2: 40,808 shares 40,808 $991K 0.01% new 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: 26,091 shares; 2024Q4: 15,399 shares; 2025Q1: 15,798 shares; 2025Q2: 28,252 shares; 2025Q3: 27,324 shares; 2025Q4: 30,727 shares; 2026Q1: 30,363 shares; 2026Q2: 26,923 shares 26,923 $990K 0.01% -3,440 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,008 shares; 2026Q2: 9,396 shares 9,396 $983K 0.01% +5,388 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,934 shares; 2025Q2: 28,934 shares; 2025Q3: 26,267 shares; 2025Q4: 26,308 shares; 2026Q1: 14,177 shares; 2026Q2: 23,288 shares 23,288 $982K 0.01% +9,111 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: 4,574 shares; 2024Q4: 3,901 shares; 2025Q1: 4,789 shares; 2025Q2: 15,698 shares; 2025Q3: 21,210 shares; 2025Q4: 18,816 shares; 2026Q1: 19,196 shares; 2026Q2: 20,446 shares 20,446 $982K 0.01% +1,250 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,210 shares; 2025Q1: 40,210 shares; 2025Q2: 40,210 shares; 2025Q3: 40,210 shares; 2025Q4: 40,070 shares; 2026Q1: 40,070 shares; 2026Q2: 40,244 shares 40,244 $980K 0.01% +174 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,735 shares; 2025Q2: 51,735 shares; 2025Q3: 22,097 shares; 2025Q4: 18,522 shares; 2026Q1: 18,704 shares; 2026Q2: 18,666 shares 18,666 $977K 0.01% -38 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,070 shares; 2024Q4: 3,097 shares; 2025Q1: 3,114 shares; 2025Q2: 3,169 shares; 2025Q3: 3,311 shares; 2025Q4: 3,474 shares; 2026Q1: 4,453 shares; 2026Q2: 5,485 shares 5,485 $973K 0.01% +1,032 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,518 shares; 2024Q4: 29,994 shares; 2025Q1: 30,529 shares; 2025Q2: 31,336 shares; 2025Q3: 33,001 shares; 2025Q4: 34,970 shares; 2026Q1: 36,729 shares; 2026Q2: 10,483 shares 10,483 $972K 0.01% -26,246 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 10,302 shares; 2025Q4: 23,580 shares; 2026Q1: 28,266 shares; 2026Q2: 23,729 shares 23,729 $964K 0.01% -4,537 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 7,485 shares; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 12,864 shares; 2025Q4: 12,118 shares; 2026Q1: 15,736 shares; 2026Q2: 30,002 shares 30,002 $948K 0.01% +14,266 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: 2,425 shares; 2024Q4: 2,404 shares; 2025Q1: 2,405 shares; 2025Q2: 2,406 shares; 2025Q3: 2,407 shares; 2025Q4: 2,793 shares; 2026Q1: 2,794 shares; 2026Q2: 2,796 shares 2,796 $947K 0.01% +2 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,674 shares; 2026Q1: 2,623 shares; 2026Q2: 4,886 shares 4,886 $944K 0.01% +2,263 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: not reported; 2024Q4: 460 shares; 2025Q1: 477 shares; 2025Q2: 826 shares; 2025Q3: 876 shares; 2025Q4: 759 shares; 2026Q1: 819 shares; 2026Q2: 2,049 shares 2,049 $941K 0.01% +1,230 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: 5,039 shares; 2024Q4: 8,970 shares; 2025Q1: 10,485 shares; 2025Q2: 14,160 shares; 2025Q3: 16,090 shares; 2025Q4: 16,520 shares; 2026Q1: 19,137 shares; 2026Q2: 21,934 shares 21,934 $936K 0.01% +2,797 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS 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: 35,148 shares 35,148 $922K 0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 10,403 shares; 2025Q4: 11,514 shares; 2026Q1: 15,033 shares; 2026Q2: 13,123 shares 13,123 $918K 0.01% -1,910 Timeline FTEC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,957 shares; 2025Q4: 10,995 shares; 2026Q1: 1,985 shares; 2026Q2: 3,174 shares 3,174 $906K 0.01% +1,189 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,813 shares; 2025Q1: 17,596 shares; 2025Q2: 13,392 shares; 2025Q3: 14,054 shares; 2025Q4: 12,960 shares; 2026Q1: 12,968 shares; 2026Q2: 15,634 shares 15,634 $902K 0.01% +2,666 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 2,267 shares; 2025Q1: 3,336 shares; 2025Q2: 5,169 shares; 2025Q3: 4,646 shares; 2025Q4: 11,029 shares; 2026Q1: 6,850 shares; 2026Q2: 8,077 shares 8,077 $896K 0.01% +1,227 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: 10,680 shares; 2024Q4: 10,710 shares; 2025Q1: 10,733 shares; 2025Q2: 10,762 shares; 2025Q3: 10,792 shares; 2025Q4: 10,823 shares; 2026Q1: 10,847 shares; 2026Q2: 10,879 shares 10,879 $896K 0.01% +32 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,263 shares; 2025Q3: 26,875 shares; 2025Q4: 26,875 shares; 2026Q1: 26,875 shares; 2026Q2: 14,890 shares 14,890 $893K 0.01% -11,985 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: 4,440 shares; 2024Q4: 5,234 shares; 2025Q1: 6,538 shares; 2025Q2: 8,313 shares; 2025Q3: 9,379 shares; 2025Q4: 8,382 shares; 2026Q1: 8,684 shares; 2026Q2: 11,968 shares 11,968 $892K 0.01% +3,284 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,058 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares; 2026Q2: 10,089 shares 10,089 $887K 0.01% +7,071 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 36,467 shares; 2025Q3: 36,700 shares; 2025Q4: 36,847 shares; 2026Q1: 23,067 shares; 2026Q2: 23,067 shares 23,067 $884K 0.01% 0 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: 5,153 shares 5,153 $880K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,358 shares; 2024Q4: 66,138 shares; 2025Q1: 63,902 shares; 2025Q2: 67,053 shares; 2025Q3: 70,071 shares; 2025Q4: 69,817 shares; 2026Q1: 62,812 shares; 2026Q2: 65,709 shares 65,709 $878K 0.01% +2,897 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: 3,325 shares; 2024Q4: 3,390 shares; 2025Q1: 3,493 shares; 2025Q2: 4,249 shares; 2025Q3: 4,551 shares; 2025Q4: 4,256 shares; 2026Q1: 4,161 shares; 2026Q2: 3,601 shares 3,601 $875K 0.01% -560 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,288 shares; 2025Q2: 6,716 shares; 2025Q3: 4,066 shares; 2025Q4: 4,156 shares; 2026Q1: 4,162 shares; 2026Q2: 4,191 shares 4,191 $867K 0.01% +29 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 3,829 shares; 2025Q1: 3,592 shares; 2025Q2: 3,597 shares; 2025Q3: 3,601 shares; 2025Q4: 3,605 shares; 2026Q1: 3,608 shares; 2026Q2: 8,965 shares 8,965 $864K 0.01% +5,357 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 8,995 shares; 2026Q2: 9,648 shares 9,648 $855K 0.01% +653 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: not reported; 2024Q4: 3,114 shares; 2025Q1: 7,125 shares; 2025Q2: 7,552 shares; 2025Q3: 10,306 shares; 2025Q4: 10,121 shares; 2026Q1: 10,121 shares; 2026Q2: 11,628 shares 11,628 $854K 0.01% +1,507 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: 1,369 shares; 2024Q4: 2,431 shares; 2025Q1: 2,625 shares; 2025Q2: 3,064 shares; 2025Q3: 3,363 shares; 2025Q4: 3,465 shares; 2026Q1: 4,215 shares; 2026Q2: 3,858 shares 3,858 $852K 0.01% -357 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,242 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 2,219 shares; 2026Q1: 2,404 shares; 2026Q2: 2,359 shares 2,359 $850K 0.01% -45 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,878 shares; 2025Q1: 2,982 shares; 2025Q2: 3,057 shares; 2025Q3: 2,972 shares; 2025Q4: 3,426 shares; 2026Q1: 3,445 shares; 2026Q2: 3,781 shares 3,781 $848K 0.01% +336 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 865 shares; 2025Q3: 1,584 shares; 2025Q4: 1,615 shares; 2026Q1: 1,940 shares; 2026Q2: 1,320 shares 1,320 $846K 0.01% -620 Timeline MTRN MATERION CORP More: the full row for MATERION 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: 2,703 shares; 2025Q4: 2,693 shares; 2026Q1: 2,730 shares; 2026Q2: 2,839 shares 2,839 $844K 0.01% +109 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,055 shares; 2024Q4: 7,055 shares; 2025Q1: 12,098 shares; 2025Q2: 12,498 shares; 2025Q3: 11,376 shares; 2025Q4: 11,410 shares; 2026Q1: 11,145 shares; 2026Q2: 11,160 shares 11,160 $842K 0.01% +15 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: 9,548 shares; 2024Q4: 14,633 shares; 2025Q1: 16,711 shares; 2025Q2: 17,190 shares; 2025Q3: 14,349 shares; 2025Q4: 16,337 shares; 2026Q1: 12,057 shares; 2026Q2: 16,873 shares 16,873 $841K 0.01% +4,816 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,452 shares; 2025Q3: 4,452 shares; 2025Q4: 7,387 shares; 2026Q1: 7,387 shares; 2026Q2: 12,012 shares 12,012 $835K 0.01% +4,625 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: 5,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,618 shares; 2025Q4: 3,603 shares; 2026Q1: not reported; 2026Q2: 4,040 shares 4,040 $834K 0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 3,422 shares 3,422 $830K 0.01% new 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: 7,665 shares; 2024Q4: 7,443 shares; 2025Q1: 7,533 shares; 2025Q2: 7,624 shares; 2025Q3: 7,956 shares; 2025Q4: 8,045 shares; 2026Q1: 8,129 shares; 2026Q2: 8,209 shares 8,209 $828K 0.01% +80 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,134 shares; 2025Q1: 1,556 shares; 2025Q2: 1,377 shares; 2025Q3: not reported; 2025Q4: 2,124 shares; 2026Q1: 2,777 shares; 2026Q2: 3,808 shares 3,808 $825K 0.01% +1,031 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: not reported; 2024Q4: not reported; 2025Q1: 8,936 shares; 2025Q2: 12,479 shares; 2025Q3: 18,846 shares; 2025Q4: 18,875 shares; 2026Q1: 16,230 shares; 2026Q2: 16,524 shares 16,524 $819K 0.01% +294 Timeline RDVY 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: 6,345 shares; 2024Q4: 6,666 shares; 2025Q1: 9,754 shares; 2025Q2: 7,481 shares; 2025Q3: 7,482 shares; 2025Q4: 10,884 shares; 2026Q1: 10,562 shares; 2026Q2: 10,094 shares 10,094 $818K 0.01% -468 Timeline