AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,989,864 shares; 2024Q4: 3,937,572 shares; 2025Q1: 3,913,849 shares; 2025Q2: 3,901,311 shares; 2025Q3: 3,855,040 shares; 2025Q4: 3,813,198 shares; 2026Q1: 4,322,486 shares; 2026Q2: 4,274,243 shares 4,274,243 $1.24B 5.43% -48,243 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: 5,033,200 shares; 2024Q4: 4,999,272 shares; 2025Q1: 4,945,648 shares; 2025Q2: 5,032,215 shares; 2025Q3: 4,810,046 shares; 2025Q4: 4,720,931 shares; 2026Q1: 5,144,377 shares; 2026Q2: 5,152,698 shares 5,152,698 $1.03B 4.53% +8,321 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763,325 shares; 2024Q4: 2,761,974 shares; 2025Q1: 2,767,091 shares; 2025Q2: 2,641,904 shares; 2025Q3: 2,620,506 shares; 2025Q4: 2,608,042 shares; 2026Q1: 2,693,855 shares; 2026Q2: 2,668,769 shares 2,668,769 $954M 4.19% -25,086 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047,347 shares; 2024Q4: 1,996,723 shares; 2025Q1: 1,958,594 shares; 2025Q2: 1,957,427 shares; 2025Q3: 1,939,068 shares; 2025Q4: 1,930,121 shares; 2026Q1: 2,162,350 shares; 2026Q2: 2,172,142 shares 2,172,142 $810M 3.56% +9,792 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: 2,280,871 shares; 2024Q4: 2,275,433 shares; 2025Q1: 2,282,106 shares; 2025Q2: 2,297,386 shares; 2025Q3: 2,289,440 shares; 2025Q4: 2,309,676 shares; 2026Q1: 2,614,216 shares; 2026Q2: 2,613,793 shares 2,613,793 $623M 2.73% -423 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297,328 shares; 2024Q4: 1,291,433 shares; 2025Q1: 1,308,919 shares; 2025Q2: 1,336,216 shares; 2025Q3: 1,251,813 shares; 2025Q4: 1,238,063 shares; 2026Q1: 1,482,845 shares; 2026Q2: 1,437,167 shares 1,437,167 $543M 2.38% -45,678 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219,680 shares; 2024Q4: 1,203,140 shares; 2025Q1: 1,198,021 shares; 2025Q2: 1,204,253 shares; 2025Q3: 1,188,697 shares; 2025Q4: 1,182,082 shares; 2026Q1: 1,350,694 shares; 2026Q2: 1,297,817 shares 1,297,817 $425M 1.86% -52,877 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: 253,613 shares; 2024Q4: 258,042 shares; 2025Q1: 253,761 shares; 2025Q2: 250,972 shares; 2025Q3: 254,060 shares; 2025Q4: 250,647 shares; 2026Q1: 501,503 shares; 2026Q2: 496,436 shares 496,436 $371M 1.63% -5,067 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: 229,561 shares; 2024Q4: 226,883 shares; 2025Q1: 239,283 shares; 2025Q2: 224,994 shares; 2025Q3: 223,832 shares; 2025Q4: 232,275 shares; 2026Q1: 468,370 shares; 2026Q2: 476,427 shares 476,427 $357M 1.57% +8,057 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,960,645 shares; 2024Q4: 4,644,806 shares; 2025Q1: 4,629,792 shares; 2025Q2: 4,679,154 shares; 2025Q3: 5,291,187 shares; 2025Q4: 5,660,823 shares; 2026Q1: 7,010,289 shares; 2026Q2: 5,472,030 shares 5,472,030 $316M 1.39% -1,538,259 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346,647 shares; 2024Q4: 2,290,432 shares; 2025Q1: 2,215,305 shares; 2025Q2: 2,087,646 shares; 2025Q3: 2,020,035 shares; 2025Q4: 1,984,765 shares; 2026Q1: 1,980,452 shares; 2026Q2: 1,912,761 shares 1,912,761 $315M 1.38% -67,691 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: 142,698 shares; 2024Q4: 144,456 shares; 2025Q1: 130,885 shares; 2025Q2: 129,015 shares; 2025Q3: 121,852 shares; 2025Q4: 211,002 shares; 2026Q1: 259,482 shares; 2026Q2: 270,388 shares 270,388 $288M 1.26% +10,906 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: 634,040 shares; 2024Q4: 622,922 shares; 2025Q1: 621,268 shares; 2025Q2: 519,824 shares; 2025Q3: 514,829 shares; 2025Q4: 512,697 shares; 2026Q1: 787,905 shares; 2026Q2: 777,110 shares 777,110 $275M 1.21% -10,795 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: 1,128,893 shares; 2024Q4: 1,148,566 shares; 2025Q1: 1,187,931 shares; 2025Q2: 1,175,100 shares; 2025Q3: 1,165,878 shares; 2025Q4: 1,159,874 shares; 2026Q1: 1,286,011 shares; 2026Q2: 1,219,953 shares 1,219,953 $255M 1.12% -66,058 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: 914,385 shares; 2024Q4: 901,258 shares; 2025Q1: 893,836 shares; 2025Q2: 890,558 shares; 2025Q3: 878,855 shares; 2025Q4: 873,935 shares; 2026Q1: 971,935 shares; 2026Q2: 990,481 shares 990,481 $252M 1.1% +18,546 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: 129,977 shares; 2024Q4: 164,214 shares; 2025Q1: 176,376 shares; 2025Q2: 181,793 shares; 2025Q3: 174,257 shares; 2025Q4: 175,563 shares; 2026Q1: 191,230 shares; 2026Q2: 196,251 shares 196,251 $235M 1.03% +5,021 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: 700,436 shares; 2024Q4: 664,628 shares; 2025Q1: 657,943 shares; 2025Q2: 667,888 shares; 2025Q3: 656,099 shares; 2025Q4: 652,962 shares; 2026Q1: 695,201 shares; 2026Q2: 684,312 shares 684,312 $235M 1.03% -10,889 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506,238 shares; 2024Q4: 1,521,139 shares; 2025Q1: 1,538,474 shares; 2025Q2: 1,541,994 shares; 2025Q3: 1,518,038 shares; 2025Q4: 1,520,027 shares; 2026Q1: 1,669,788 shares; 2026Q2: 1,657,796 shares 1,657,796 $227M 0.99% -11,992 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,482 shares; 2024Q4: 442,364 shares; 2025Q1: 452,214 shares; 2025Q2: 456,075 shares; 2025Q3: 462,049 shares; 2025Q4: 453,533 shares; 2026Q1: 464,576 shares; 2026Q2: 1,805,561 shares 1,805,561 $224M 0.98% +1,340,985 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857,652 shares; 2024Q4: 1,808,625 shares; 2025Q1: 1,773,862 shares; 2025Q2: 1,722,755 shares; 2025Q3: 1,662,368 shares; 2025Q4: 1,660,417 shares; 2026Q1: 1,617,898 shares; 2026Q2: 1,523,545 shares 1,523,545 $223M 0.98% -94,353 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: 271,056 shares; 2024Q4: 272,511 shares; 2025Q1: 331,278 shares; 2025Q2: 358,173 shares; 2025Q3: 361,603 shares; 2025Q4: 362,363 shares; 2026Q1: 414,189 shares; 2026Q2: 390,909 shares 390,909 $220M 0.97% -23,280 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428,874 shares; 2024Q4: 1,359,271 shares; 2025Q1: 1,359,698 shares; 2025Q2: 1,343,269 shares; 2025Q3: 1,335,590 shares; 2025Q4: 1,328,284 shares; 2026Q1: 1,451,144 shares; 2026Q2: 1,427,236 shares 1,427,236 $209M 0.92% -23,908 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: 486,945 shares; 2024Q4: 482,819 shares; 2025Q1: 475,882 shares; 2025Q2: 467,128 shares; 2025Q3: 460,024 shares; 2025Q4: 452,553 shares; 2026Q1: 681,630 shares; 2026Q2: 688,092 shares 688,092 $207M 0.91% +6,462 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: 25,779 shares; 2024Q4: 46,759 shares; 2025Q1: 48,384 shares; 2025Q2: 300,964 shares; 2025Q3: 429,892 shares; 2025Q4: 492,848 shares; 2026Q1: 585,099 shares; 2026Q2: 590,311 shares 590,311 $201M 0.88% +5,212 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: 44,205 shares; 2024Q4: 33,233 shares; 2025Q1: 35,452 shares; 2025Q2: 30,671 shares; 2025Q3: 28,957 shares; 2025Q4: 26,122 shares; 2026Q1: 1,742,900 shares; 2026Q2: 1,740,607 shares 1,740,607 $187M 0.82% -2,293 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743,366 shares; 2024Q4: 626,331 shares; 2025Q1: 599,700 shares; 2025Q2: 559,240 shares; 2025Q3: 586,926 shares; 2025Q4: 825,694 shares; 2026Q1: 881,632 shares; 2026Q2: 909,315 shares 909,315 $173M 0.76% +27,683 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: 834,042 shares; 2024Q4: 835,301 shares; 2025Q1: 841,945 shares; 2025Q2: 1,114,229 shares; 2025Q3: 1,114,929 shares; 2025Q4: 1,112,915 shares; 2026Q1: 1,107,218 shares; 2026Q2: 961,845 shares 961,845 $163M 0.72% -145,373 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: 763,394 shares; 2024Q4: 750,734 shares; 2025Q1: 750,163 shares; 2025Q2: 757,671 shares; 2025Q3: 717,126 shares; 2025Q4: 725,356 shares; 2026Q1: 706,802 shares; 2026Q2: 663,733 shares 663,733 $161M 0.71% -43,069 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353,627 shares; 2024Q4: 1,150,944 shares; 2025Q1: 791,269 shares; 2025Q2: 730,936 shares; 2025Q3: 718,072 shares; 2025Q4: 932,790 shares; 2026Q1: 1,188,031 shares; 2026Q2: 1,238,538 shares 1,238,538 $159M 0.7% +50,507 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: 1,566,542 shares; 2024Q4: 1,544,150 shares; 2025Q1: 1,523,372 shares; 2025Q2: 1,530,740 shares; 2025Q3: 1,498,045 shares; 2025Q4: 1,483,919 shares; 2026Q1: 1,477,948 shares; 2026Q2: 1,439,471 shares 1,439,471 $159M 0.7% -38,477 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: 843,834 shares; 2024Q4: 848,734 shares; 2025Q1: 855,665 shares; 2025Q2: 859,633 shares; 2025Q3: 1,081,707 shares; 2025Q4: 1,159,809 shares; 2026Q1: 1,510,854 shares; 2026Q2: 1,618,174 shares 1,618,174 $142M 0.62% +107,320 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: 485,592 shares; 2024Q4: 483,770 shares; 2025Q1: 484,965 shares; 2025Q2: 479,585 shares; 2025Q3: 476,677 shares; 2025Q4: 476,530 shares; 2026Q1: 514,801 shares; 2026Q2: 518,029 shares 518,029 $141M 0.62% +3,228 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: 141,106 shares; 2024Q4: 141,068 shares; 2025Q1: 142,476 shares; 2025Q2: 145,363 shares; 2025Q3: 146,001 shares; 2025Q4: 144,903 shares; 2026Q1: 144,109 shares; 2026Q2: 143,758 shares 143,758 $141M 0.62% -351 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: 497,356 shares; 2024Q4: 496,974 shares; 2025Q1: 493,664 shares; 2025Q2: 496,268 shares; 2025Q3: 495,521 shares; 2025Q4: 491,495 shares; 2026Q1: 520,571 shares; 2026Q2: 516,595 shares 516,595 $140M 0.61% -3,976 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: 934,302 shares; 2024Q4: 1,080,173 shares; 2025Q1: 1,074,083 shares; 2025Q2: 1,066,335 shares; 2025Q3: 1,053,184 shares; 2025Q4: 1,088,783 shares; 2026Q1: 1,240,877 shares; 2026Q2: 1,230,691 shares 1,230,691 $139M 0.61% -10,186 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: 225,951 shares; 2024Q4: 227,805 shares; 2025Q1: 230,409 shares; 2025Q2: 245,937 shares; 2025Q3: 249,466 shares; 2025Q4: 242,484 shares; 2026Q1: 281,077 shares; 2026Q2: 278,038 shares 278,038 $139M 0.61% -3,039 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: 195,904 shares; 2024Q4: 197,493 shares; 2025Q1: 203,097 shares; 2025Q2: 237,791 shares; 2025Q3: 224,315 shares; 2025Q4: 223,742 shares; 2026Q1: 284,975 shares; 2026Q2: 370,029 shares 370,029 $137M 0.6% +85,054 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: 525,661 shares; 2024Q4: 525,813 shares; 2025Q1: 511,260 shares; 2025Q2: 498,644 shares; 2025Q3: 485,917 shares; 2025Q4: 464,407 shares; 2026Q1: 545,072 shares; 2026Q2: 534,937 shares 534,937 $135M 0.59% -10,135 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,452 shares; 2024Q4: 129,699 shares; 2025Q1: 133,490 shares; 2025Q2: 107,043 shares; 2025Q3: 107,185 shares; 2025Q4: 113,199 shares; 2026Q1: 185,617 shares; 2026Q2: 195,515 shares 195,515 $134M 0.59% +9,898 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: 229,601 shares; 2024Q4: 217,302 shares; 2025Q1: 213,750 shares; 2025Q2: 202,754 shares; 2025Q3: 200,070 shares; 2025Q4: 232,318 shares; 2026Q1: 263,371 shares; 2026Q2: 254,838 shares 254,838 $128M 0.56% -8,533 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247,708 shares; 2024Q4: 1,244,687 shares; 2025Q1: 1,262,702 shares; 2025Q2: 1,234,193 shares; 2025Q3: 1,254,635 shares; 2025Q4: 1,319,691 shares; 2026Q1: 1,644,980 shares; 2026Q2: 1,735,215 shares 1,735,215 $124M 0.54% +90,235 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: 570,589 shares; 2024Q4: 562,283 shares; 2025Q1: 546,772 shares; 2025Q2: 534,295 shares; 2025Q3: 515,136 shares; 2025Q4: 506,398 shares; 2026Q1: 648,741 shares; 2026Q2: 639,400 shares 639,400 $121M 0.53% -9,341 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: 495,946 shares; 2024Q4: 498,156 shares; 2025Q1: 498,899 shares; 2025Q2: 497,676 shares; 2025Q3: 492,286 shares; 2025Q4: 491,125 shares; 2026Q1: 536,943 shares; 2026Q2: 530,801 shares 530,801 $117M 0.51% -6,142 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: 114,697 shares; 2024Q4: 112,685 shares; 2025Q1: 111,344 shares; 2025Q2: 111,001 shares; 2025Q3: 111,059 shares; 2025Q4: 111,935 shares; 2026Q1: 116,977 shares; 2026Q2: 117,857 shares 117,857 $110M 0.48% +880 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: 128,682 shares; 2024Q4: 203,869 shares; 2025Q1: 203,354 shares; 2025Q2: 201,718 shares; 2025Q3: 197,007 shares; 2025Q4: 197,238 shares; 2026Q1: 263,864 shares; 2026Q2: 262,586 shares 262,586 $108M 0.47% -1,278 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: 537,224 shares; 2024Q4: 955,524 shares; 2025Q1: 826,214 shares; 2025Q2: 800,160 shares; 2025Q3: 791,421 shares; 2025Q4: 1,566,292 shares; 2026Q1: 2,036,640 shares; 2026Q2: 2,065,807 shares 2,065,807 $105M 0.46% +29,167 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: 156,781 shares; 2024Q4: 139,653 shares; 2025Q1: 137,691 shares; 2025Q2: 139,309 shares; 2025Q3: 139,802 shares; 2025Q4: 138,527 shares; 2026Q1: 139,447 shares; 2026Q2: 137,489 shares 137,489 $104M 0.46% -1,958 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: 234,599 shares; 2024Q4: 227,079 shares; 2025Q1: 228,053 shares; 2025Q2: 221,011 shares; 2025Q3: 217,739 shares; 2025Q4: 218,093 shares; 2026Q1: 305,580 shares; 2026Q2: 294,005 shares 294,005 $104M 0.46% -11,575 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: 117,741 shares; 2024Q4: 125,379 shares; 2025Q1: 123,938 shares; 2025Q2: 104,130 shares; 2025Q3: 105,767 shares; 2025Q4: 104,809 shares; 2026Q1: 113,756 shares; 2026Q2: 176,903 shares 176,903 $103M 0.45% +63,147 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: 473,828 shares; 2024Q4: 477,927 shares; 2025Q1: 496,890 shares; 2025Q2: 646,119 shares; 2025Q3: 658,827 shares; 2025Q4: 688,893 shares; 2026Q1: 715,376 shares; 2026Q2: 736,935 shares 736,935 $101M 0.44% +21,559 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: 53,417 shares; 2024Q4: 52,589 shares; 2025Q1: 48,218 shares; 2025Q2: 36,053 shares; 2025Q3: 36,797 shares; 2025Q4: 37,010 shares; 2026Q1: 40,839 shares; 2026Q2: 86,245 shares 86,245 $99.6M 0.44% +45,406 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: 667,906 shares; 2024Q4: 647,430 shares; 2025Q1: 620,644 shares; 2025Q2: 556,166 shares; 2025Q3: 567,010 shares; 2025Q4: 552,246 shares; 2026Q1: 603,977 shares; 2026Q2: 596,079 shares 596,079 $98.8M 0.43% -7,898 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: 790,611 shares; 2024Q4: 749,260 shares; 2025Q1: 728,072 shares; 2025Q2: 692,741 shares; 2025Q3: 694,081 shares; 2025Q4: 677,175 shares; 2026Q1: 898,556 shares; 2026Q2: 840,564 shares 840,564 $98.7M 0.43% -57,992 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: 26,872 shares; 2024Q4: 26,690 shares; 2025Q1: 26,289 shares; 2025Q2: 26,454 shares; 2025Q3: 26,513 shares; 2025Q4: 26,616 shares; 2026Q1: 141,154 shares; 2026Q2: 139,449 shares 139,449 $98.1M 0.43% -1,705 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,981,530 shares; 2025Q2: 4,992,290 shares; 2025Q3: 4,994,115 shares; 2025Q4: 4,992,394 shares; 2026Q1: 5,028,697 shares; 2026Q2: 5,025,345 shares 5,025,345 $96.1M 0.42% -3,352 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: 379,140 shares; 2024Q4: 378,860 shares; 2025Q1: 370,007 shares; 2025Q2: 364,489 shares; 2025Q3: 370,262 shares; 2025Q4: 362,976 shares; 2026Q1: 896,196 shares; 2026Q2: 900,221 shares 900,221 $93.5M 0.41% +4,025 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: 381,263 shares; 2024Q4: 365,111 shares; 2025Q1: 360,210 shares; 2025Q2: 248,491 shares; 2025Q3: 235,461 shares; 2025Q4: 223,709 shares; 2026Q1: 259,907 shares; 2026Q2: 256,448 shares 256,448 $92.9M 0.41% -3,459 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: 124,430 shares; 2024Q4: 123,150 shares; 2025Q1: 121,924 shares; 2025Q2: 124,698 shares; 2025Q3: 124,877 shares; 2025Q4: 124,641 shares; 2026Q1: 174,961 shares; 2026Q2: 175,894 shares 175,894 $90.3M 0.4% +933 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: 943,342 shares; 2024Q4: 924,687 shares; 2025Q1: 919,434 shares; 2025Q2: 859,240 shares; 2025Q3: 704,657 shares; 2025Q4: 654,470 shares; 2026Q1: 676,923 shares; 2026Q2: 657,437 shares 657,437 $89M 0.39% -19,486 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: 88,696 shares; 2024Q4: 92,935 shares; 2025Q1: 150,724 shares; 2025Q2: 155,213 shares; 2025Q3: 158,268 shares; 2025Q4: 159,232 shares; 2026Q1: 175,672 shares; 2026Q2: 173,897 shares 173,897 $88.6M 0.39% -1,775 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: 483,136 shares; 2024Q4: 487,656 shares; 2025Q1: 465,233 shares; 2025Q2: 455,221 shares; 2025Q3: 457,845 shares; 2025Q4: 308,703 shares; 2026Q1: 295,931 shares; 2026Q2: 294,181 shares 294,181 $87.7M 0.38% -1,750 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: 193,109 shares; 2024Q4: 192,811 shares; 2025Q1: 205,336 shares; 2025Q2: 200,608 shares; 2025Q3: 202,674 shares; 2025Q4: 200,667 shares; 2026Q1: 202,837 shares; 2026Q2: 206,312 shares 206,312 $85.7M 0.38% +3,475 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: 243,432 shares; 2024Q4: 236,084 shares; 2025Q1: 232,064 shares; 2025Q2: 239,083 shares; 2025Q3: 226,340 shares; 2025Q4: 258,330 shares; 2026Q1: 265,635 shares; 2026Q2: 216,194 shares 216,194 $85.2M 0.37% -49,441 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: 163,530 shares; 2024Q4: 176,013 shares; 2025Q1: 158,919 shares; 2025Q2: 153,275 shares; 2025Q3: 145,040 shares; 2025Q4: 146,020 shares; 2026Q1: 164,409 shares; 2026Q2: 163,693 shares 163,693 $83.4M 0.37% -716 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: 677,922 shares; 2024Q4: 669,938 shares; 2025Q1: 651,367 shares; 2025Q2: 517,852 shares; 2025Q3: 517,798 shares; 2025Q4: 495,948 shares; 2026Q1: 569,211 shares; 2026Q2: 577,581 shares 577,581 $82.7M 0.36% +8,370 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: 405,318 shares; 2024Q4: 406,075 shares; 2025Q1: 381,872 shares; 2025Q2: 369,878 shares; 2025Q3: 373,143 shares; 2025Q4: 375,567 shares; 2026Q1: 414,423 shares; 2026Q2: 408,099 shares 408,099 $82.3M 0.36% -6,324 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: 43,796 shares; 2024Q4: 44,847 shares; 2025Q1: 48,127 shares; 2025Q2: 50,279 shares; 2025Q3: 52,714 shares; 2025Q4: 53,925 shares; 2026Q1: 103,986 shares; 2026Q2: 111,281 shares 111,281 $81.9M 0.36% +7,295 Timeline IWL 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: 173,607 shares; 2026Q1: 353,487 shares; 2026Q2: 435,916 shares 435,916 $80.6M 0.35% +82,429 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: 218,319 shares; 2024Q4: 206,037 shares; 2025Q1: 201,392 shares; 2025Q2: 193,001 shares; 2025Q3: 188,916 shares; 2025Q4: 186,945 shares; 2026Q1: 188,827 shares; 2026Q2: 188,369 shares 188,369 $80.3M 0.35% -458 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: 334,025 shares; 2024Q4: 339,525 shares; 2025Q1: 353,354 shares; 2025Q2: 386,358 shares; 2025Q3: 391,868 shares; 2025Q4: 395,264 shares; 2026Q1: 424,153 shares; 2026Q2: 399,359 shares 399,359 $80.1M 0.35% -24,794 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718,737 shares; 2025Q2: 757,842 shares; 2025Q3: 760,635 shares; 2025Q4: 763,928 shares; 2026Q1: 761,815 shares; 2026Q2: 753,951 shares 753,951 $77.1M 0.34% -7,864 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: 111,720 shares; 2024Q4: 111,638 shares; 2025Q1: 110,132 shares; 2025Q2: 108,391 shares; 2025Q3: 106,715 shares; 2025Q4: 106,042 shares; 2026Q1: 154,840 shares; 2026Q2: 150,857 shares 150,857 $74.1M 0.33% -3,983 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: 170,149 shares; 2024Q4: 176,730 shares; 2025Q1: 179,782 shares; 2025Q2: 184,475 shares; 2025Q3: 183,913 shares; 2025Q4: 357,260 shares; 2026Q1: 384,255 shares; 2026Q2: 386,719 shares 386,719 $73.7M 0.32% +2,464 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: 581,264 shares; 2024Q4: 546,028 shares; 2025Q1: 559,232 shares; 2025Q2: 562,564 shares; 2025Q3: 576,746 shares; 2025Q4: 618,689 shares; 2026Q1: 784,033 shares; 2026Q2: 866,446 shares 866,446 $71.8M 0.32% +82,413 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: 128,130 shares; 2024Q4: 121,493 shares; 2025Q1: 118,823 shares; 2025Q2: 117,110 shares; 2025Q3: 109,739 shares; 2025Q4: 108,985 shares; 2026Q1: 110,980 shares; 2026Q2: 109,943 shares 109,943 $69.7M 0.31% -1,037 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036,261 shares; 2024Q4: 1,009,424 shares; 2025Q1: 1,008,851 shares; 2025Q2: 1,012,014 shares; 2025Q3: 1,052,142 shares; 2025Q4: 1,093,948 shares; 2026Q1: 1,145,122 shares; 2026Q2: 1,161,053 shares 1,161,053 $69.3M 0.3% +15,931 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: 365,226 shares; 2024Q4: 357,808 shares; 2025Q1: 343,112 shares; 2025Q2: 350,045 shares; 2025Q3: 336,913 shares; 2025Q4: 328,019 shares; 2026Q1: 321,635 shares; 2026Q2: 310,507 shares 310,507 $68.7M 0.3% -11,128 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: 174,714 shares; 2024Q4: 171,912 shares; 2025Q1: 175,484 shares; 2025Q2: 169,978 shares; 2025Q3: 161,746 shares; 2025Q4: 219,158 shares; 2026Q1: 773,121 shares; 2026Q2: 870,881 shares 870,881 $67.2M 0.29% +97,760 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: 1,175,795 shares; 2024Q4: 1,099,137 shares; 2025Q1: 1,124,755 shares; 2025Q2: 1,017,137 shares; 2025Q3: 1,090,588 shares; 2025Q4: 1,071,322 shares; 2026Q1: 1,167,561 shares; 2026Q2: 1,162,453 shares 1,162,453 $66.2M 0.29% -5,108 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: 13,552 shares; 2024Q4: 13,544 shares; 2025Q1: 14,289 shares; 2025Q2: 14,835 shares; 2025Q3: 14,863 shares; 2025Q4: 14,612 shares; 2026Q1: 15,242 shares; 2026Q2: 366,169 shares 366,169 $65.3M 0.29% +350,927 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: 11,614 shares; 2024Q4: 11,510 shares; 2025Q1: 12,300 shares; 2025Q2: 10,423 shares; 2025Q3: 10,510 shares; 2025Q4: 11,003 shares; 2026Q1: 57,832 shares; 2026Q2: 54,888 shares 54,888 $64.5M 0.28% -2,944 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: 986,491 shares; 2024Q4: 976,272 shares; 2025Q1: 974,312 shares; 2025Q2: 1,002,663 shares; 2025Q3: 917,414 shares; 2025Q4: 1,045,222 shares; 2026Q1: 958,868 shares; 2026Q2: 883,314 shares 883,314 $63.7M 0.28% -75,554 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: 40,189 shares; 2024Q4: 39,868 shares; 2025Q1: 39,432 shares; 2025Q2: 39,162 shares; 2025Q3: 39,427 shares; 2025Q4: 39,273 shares; 2026Q1: 63,105 shares; 2026Q2: 61,807 shares 61,807 $62.5M 0.27% -1,298 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: 161,468 shares; 2024Q4: 158,258 shares; 2025Q1: 164,884 shares; 2025Q2: 164,459 shares; 2025Q3: 179,034 shares; 2025Q4: 144,869 shares; 2026Q1: 145,398 shares; 2026Q2: 145,100 shares 145,100 $61.9M 0.27% -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: 262,663 shares; 2024Q4: 258,029 shares; 2025Q1: 254,656 shares; 2025Q2: 255,501 shares; 2025Q3: 256,226 shares; 2025Q4: 253,404 shares; 2026Q1: 273,270 shares; 2026Q2: 273,130 shares 273,130 $60.9M 0.27% -140 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: 400,108 shares; 2024Q4: 392,017 shares; 2025Q1: 404,450 shares; 2025Q2: 370,830 shares; 2025Q3: 370,498 shares; 2025Q4: 347,165 shares; 2026Q1: 420,626 shares; 2026Q2: 414,252 shares 414,252 $60.7M 0.27% -6,374 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: 90,829 shares; 2024Q4: 86,701 shares; 2025Q1: 82,621 shares; 2025Q2: 80,613 shares; 2025Q3: 78,783 shares; 2025Q4: 79,576 shares; 2026Q1: 105,271 shares; 2026Q2: 172,117 shares 172,117 $60.3M 0.26% +66,846 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: 159,418 shares; 2024Q4: 156,442 shares; 2025Q1: 156,954 shares; 2025Q2: 155,224 shares; 2025Q3: 156,073 shares; 2025Q4: 156,641 shares; 2026Q1: 368,959 shares; 2026Q2: 366,684 shares 366,684 $57.9M 0.25% -2,275 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: 217,526 shares; 2024Q4: 216,252 shares; 2025Q1: 214,467 shares; 2025Q2: 205,664 shares; 2025Q3: 395,176 shares; 2025Q4: 624,051 shares; 2026Q1: 681,453 shares; 2026Q2: 593,221 shares 593,221 $57.1M 0.25% -88,232 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: 135,039 shares; 2024Q4: 128,069 shares; 2025Q1: 128,445 shares; 2025Q2: 137,357 shares; 2025Q3: 132,213 shares; 2025Q4: 132,811 shares; 2026Q1: 134,952 shares; 2026Q2: 129,078 shares 129,078 $54.3M 0.24% -5,874 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: 254,064 shares; 2024Q4: 251,106 shares; 2025Q1: 282,368 shares; 2025Q2: 365,626 shares; 2025Q3: 379,853 shares; 2025Q4: 441,216 shares; 2026Q1: 531,120 shares; 2026Q2: 555,218 shares 555,218 $53.6M 0.24% +24,098 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,908 shares; 2024Q4: 375,697 shares; 2025Q1: 391,749 shares; 2025Q2: 407,454 shares; 2025Q3: 388,573 shares; 2025Q4: 359,438 shares; 2026Q1: 359,470 shares; 2026Q2: 419,053 shares 419,053 $53.6M 0.24% +59,583 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: 484,765 shares; 2024Q4: 486,154 shares; 2025Q1: 482,384 shares; 2025Q2: 476,854 shares; 2025Q3: 470,273 shares; 2025Q4: 465,319 shares; 2026Q1: 658,359 shares; 2026Q2: 651,120 shares 651,120 $52.9M 0.23% -7,239 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: 119,099 shares; 2024Q4: 120,415 shares; 2025Q1: 124,317 shares; 2025Q2: 94,590 shares; 2025Q3: 77,130 shares; 2025Q4: 68,837 shares; 2026Q1: 119,986 shares; 2026Q2: 124,329 shares 124,329 $51.7M 0.23% +4,343 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: 20,166 shares; 2024Q4: 20,096 shares; 2025Q1: 20,221 shares; 2025Q2: 19,580 shares; 2025Q3: 20,491 shares; 2025Q4: 21,598 shares; 2026Q1: 78,463 shares; 2026Q2: 98,126 shares 98,126 $50.9M 0.22% +19,663 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: 713,194 shares; 2024Q4: 639,466 shares; 2025Q1: 528,163 shares; 2025Q2: 529,055 shares; 2025Q3: 515,672 shares; 2025Q4: 492,085 shares; 2026Q1: 471,246 shares; 2026Q2: 302,129 shares 302,129 $50.7M 0.22% -169,117 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: 109,940 shares; 2024Q4: 110,113 shares; 2025Q1: 136,824 shares; 2025Q2: 141,829 shares; 2025Q3: 141,369 shares; 2025Q4: 129,217 shares; 2026Q1: 322,797 shares; 2026Q2: 323,332 shares 323,332 $49M 0.22% +535 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: 216,271 shares 216,271 $48.4M 0.21% 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: 216,276 shares 216,276 $47.8M 0.21% new 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: 23,570 shares; 2024Q4: 22,161 shares; 2025Q1: 49,325 shares; 2025Q2: 59,223 shares; 2025Q3: 61,423 shares; 2025Q4: 655,505 shares; 2026Q1: 724,884 shares; 2026Q2: 667,253 shares 667,253 $47.6M 0.21% -57,631 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: 305,925 shares; 2024Q4: 342,393 shares; 2025Q1: 344,520 shares; 2025Q2: 321,721 shares; 2025Q3: 296,651 shares; 2025Q4: 292,415 shares; 2026Q1: 307,511 shares; 2026Q2: 437,228 shares 437,228 $47.1M 0.21% +129,717 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: 33,412 shares; 2025Q1: 33,030 shares; 2025Q2: 31,576 shares; 2025Q3: 32,029 shares; 2025Q4: 31,628 shares; 2026Q1: 49,675 shares; 2026Q2: 48,692 shares 48,692 $46.8M 0.21% -983 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: 52,518 shares; 2024Q4: 50,630 shares; 2025Q1: 49,671 shares; 2025Q2: 42,516 shares; 2025Q3: 42,754 shares; 2025Q4: 42,364 shares; 2026Q1: 63,096 shares; 2026Q2: 64,337 shares 64,337 $46.5M 0.2% +1,241 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,901 shares; 2024Q4: 420,892 shares; 2025Q1: 405,238 shares; 2025Q2: 394,323 shares; 2025Q3: 411,926 shares; 2025Q4: 220,509 shares; 2026Q1: 194,554 shares; 2026Q2: 193,302 shares 193,302 $46M 0.2% -1,252 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: 128,700 shares; 2024Q4: 127,976 shares; 2025Q1: 128,254 shares; 2025Q2: 132,148 shares; 2025Q3: 128,415 shares; 2025Q4: 125,657 shares; 2026Q1: 134,141 shares; 2026Q2: 135,778 shares 135,778 $45.9M 0.2% +1,637 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: 30,690 shares; 2024Q4: 31,538 shares; 2025Q1: 31,869 shares; 2025Q2: 32,875 shares; 2025Q3: 31,366 shares; 2025Q4: 31,415 shares; 2026Q1: 187,762 shares; 2026Q2: 150,607 shares 150,607 $44.9M 0.2% -37,155 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: 5,447 shares; 2024Q4: 13,127 shares; 2025Q1: 13,823 shares; 2025Q2: 10,368 shares; 2025Q3: 11,375 shares; 2025Q4: 8,973 shares; 2026Q1: 62,400 shares; 2026Q2: 62,079 shares 62,079 $44.7M 0.2% -321 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: 568,081 shares; 2024Q4: 562,814 shares; 2025Q1: 560,665 shares; 2025Q2: 560,263 shares; 2025Q3: 563,196 shares; 2025Q4: 566,444 shares; 2026Q1: 616,104 shares; 2026Q2: 614,088 shares 614,088 $44.2M 0.19% -2,016 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: 6,243 shares; 2024Q4: 8,028 shares; 2025Q1: 17,735 shares; 2025Q2: 34,890 shares; 2025Q3: 33,188 shares; 2025Q4: 34,018 shares; 2026Q1: 196,416 shares; 2026Q2: 206,883 shares 206,883 $44M 0.19% +10,467 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: 290,285 shares; 2024Q4: 291,319 shares; 2025Q1: 287,913 shares; 2025Q2: 284,971 shares; 2025Q3: 283,675 shares; 2025Q4: 275,567 shares; 2026Q1: 280,769 shares; 2026Q2: 275,338 shares 275,338 $43M 0.19% -5,431 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: 92,392 shares; 2024Q4: 92,048 shares; 2025Q1: 90,513 shares; 2025Q2: 89,262 shares; 2025Q3: 72,225 shares; 2025Q4: 69,900 shares; 2026Q1: 55,804 shares; 2026Q2: 56,324 shares 56,324 $43M 0.19% +520 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: 195,900 shares; 2024Q4: 194,118 shares; 2025Q1: 191,186 shares; 2025Q2: 190,912 shares; 2025Q3: 192,608 shares; 2025Q4: 192,860 shares; 2026Q1: 233,310 shares; 2026Q2: 233,517 shares 233,517 $42.2M 0.19% +207 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,828 shares; 2024Q4: 6,570 shares; 2025Q1: 5,680 shares; 2025Q2: 5,700 shares; 2025Q3: 6,737 shares; 2025Q4: 12,122 shares; 2026Q1: 13,514 shares; 2026Q2: 140,001 shares 140,001 $42.2M 0.19% +126,487 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: 159,982 shares; 2024Q4: 157,037 shares; 2025Q1: 153,602 shares; 2025Q2: 152,881 shares; 2025Q3: 136,908 shares; 2025Q4: 136,977 shares; 2026Q1: 146,142 shares; 2026Q2: 149,351 shares 149,351 $42M 0.18% +3,209 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: 269,217 shares; 2024Q4: 258,719 shares; 2025Q1: 251,846 shares; 2025Q2: 233,794 shares; 2025Q3: 233,041 shares; 2025Q4: 232,770 shares; 2026Q1: 331,827 shares; 2026Q2: 329,494 shares 329,494 $41.7M 0.18% -2,333 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: 58,179 shares; 2024Q4: 57,302 shares; 2025Q1: 56,745 shares; 2025Q2: 57,017 shares; 2025Q3: 56,933 shares; 2025Q4: 60,632 shares; 2026Q1: 79,085 shares; 2026Q2: 477,706 shares 477,706 $41.1M 0.18% +398,621 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: 433,583 shares; 2024Q4: 428,587 shares; 2025Q1: 414,823 shares; 2025Q2: 405,919 shares; 2025Q3: 408,496 shares; 2025Q4: 406,456 shares; 2026Q1: 458,262 shares; 2026Q2: 447,670 shares 447,670 $40.6M 0.18% -10,592 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78,016 shares; 2025Q1: 1,248,536 shares; 2025Q2: 1,584,040 shares; 2025Q3: 1,652,216 shares; 2025Q4: 1,868,306 shares; 2026Q1: 1,079,949 shares; 2026Q2: 795,424 shares 795,424 $40.2M 0.18% -284,525 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: 2,092,752 shares; 2024Q4: 1,632,160 shares; 2025Q1: 1,645,384 shares; 2025Q2: 1,606,977 shares; 2025Q3: 1,566,593 shares; 2025Q4: 1,519,380 shares; 2026Q1: 1,678,280 shares; 2026Q2: 1,666,812 shares 1,666,812 $40.1M 0.18% -11,468 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: 49,763 shares; 2024Q4: 49,353 shares; 2025Q1: 52,811 shares; 2025Q2: 49,716 shares; 2025Q3: 50,610 shares; 2025Q4: 51,470 shares; 2026Q1: 102,545 shares; 2026Q2: 103,084 shares 103,084 $38.5M 0.17% +539 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: 80,322 shares; 2024Q4: 77,418 shares; 2025Q1: 76,931 shares; 2025Q2: 77,792 shares; 2025Q3: 75,983 shares; 2025Q4: 82,093 shares; 2026Q1: 103,629 shares; 2026Q2: 103,498 shares 103,498 $38.1M 0.17% -131 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: 220,244 shares; 2024Q4: 221,135 shares; 2025Q1: 218,796 shares; 2025Q2: 200,205 shares; 2025Q3: 196,865 shares; 2025Q4: 193,965 shares; 2026Q1: 216,558 shares; 2026Q2: 272,289 shares 272,289 $38.1M 0.17% +55,731 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: 180,523 shares; 2024Q4: 183,427 shares; 2025Q1: 186,249 shares; 2025Q2: 193,554 shares; 2025Q3: 193,919 shares; 2025Q4: 193,624 shares; 2026Q1: 196,757 shares; 2026Q2: 120,562 shares 120,562 $38M 0.17% -76,195 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: 18 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $37.4M 0.16% 0 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: 362,283 shares; 2024Q4: 360,850 shares; 2025Q1: 227,076 shares; 2025Q2: 193,882 shares; 2025Q3: 190,218 shares; 2025Q4: 184,550 shares; 2026Q1: 211,207 shares; 2026Q2: 193,732 shares 193,732 $36.9M 0.16% -17,475 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: 174,106 shares; 2024Q4: 171,496 shares; 2025Q1: 166,928 shares; 2025Q2: 157,480 shares; 2025Q3: 152,572 shares; 2025Q4: 147,081 shares; 2026Q1: 146,065 shares; 2026Q2: 145,376 shares 145,376 $36.7M 0.16% -689 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: 220,424 shares; 2024Q4: 204,012 shares; 2025Q1: 206,569 shares; 2025Q2: 209,872 shares; 2025Q3: 138,481 shares; 2025Q4: 116,514 shares; 2026Q1: 111,496 shares; 2026Q2: 107,590 shares 107,590 $36.7M 0.16% -3,906 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: 483,194 shares; 2024Q4: 394,777 shares; 2025Q1: 365,924 shares; 2025Q2: 366,247 shares; 2025Q3: 368,368 shares; 2025Q4: 373,334 shares; 2026Q1: 391,601 shares; 2026Q2: 372,974 shares 372,974 $36.2M 0.16% -18,627 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: 72,494 shares; 2024Q4: 73,195 shares; 2025Q1: 71,877 shares; 2025Q2: 77,923 shares; 2025Q3: 80,163 shares; 2025Q4: 76,022 shares; 2026Q1: 79,485 shares; 2026Q2: 281,297 shares 281,297 $35.5M 0.16% +201,812 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,730 shares; 2024Q4: 5,776 shares; 2025Q1: 5,742 shares; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 6,204 shares; 2026Q1: 354,770 shares; 2026Q2: 455,413 shares 455,413 $35.5M 0.16% +100,643 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: 49,206 shares; 2024Q4: 51,719 shares; 2025Q1: 54,723 shares; 2025Q2: 51,743 shares; 2025Q3: 51,868 shares; 2025Q4: 65,813 shares; 2026Q1: 233,862 shares; 2026Q2: 238,871 shares 238,871 $35.4M 0.16% +5,009 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: 156,199 shares; 2024Q4: 151,660 shares; 2025Q1: 150,493 shares; 2025Q2: 139,167 shares; 2025Q3: 134,215 shares; 2025Q4: 129,221 shares; 2026Q1: 130,322 shares; 2026Q2: 128,915 shares 128,915 $34.9M 0.15% -1,407 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: 202,906 shares; 2024Q4: 205,068 shares; 2025Q1: 200,850 shares; 2025Q2: 196,625 shares; 2025Q3: 219,920 shares; 2025Q4: 280,900 shares; 2026Q1: 426,158 shares; 2026Q2: 418,069 shares 418,069 $34.5M 0.15% -8,089 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: 181,154 shares; 2025Q1: 153,665 shares; 2025Q2: 154,871 shares; 2025Q3: 138,621 shares; 2025Q4: 137,846 shares; 2026Q1: 156,534 shares; 2026Q2: 201,000 shares 201,000 $34.1M 0.15% +44,466 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: 212,111 shares; 2024Q4: 197,387 shares; 2025Q1: 195,052 shares; 2025Q2: 195,063 shares; 2025Q3: 194,346 shares; 2025Q4: 194,234 shares; 2026Q1: 502,152 shares; 2026Q2: 495,439 shares 495,439 $33.9M 0.15% -6,713 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: 169,881 shares; 2024Q4: 162,900 shares; 2025Q1: 152,521 shares; 2025Q2: 144,358 shares; 2025Q3: 143,060 shares; 2025Q4: 149,395 shares; 2026Q1: 147,986 shares; 2026Q2: 151,118 shares 151,118 $33.4M 0.15% +3,132 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: 47,713 shares; 2024Q4: 47,809 shares; 2025Q1: 47,840 shares; 2025Q2: 47,116 shares; 2025Q3: 50,780 shares; 2025Q4: 54,985 shares; 2026Q1: 55,026 shares; 2026Q2: 51,484 shares 51,484 $33M 0.14% -3,542 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,571 shares; 2024Q4: 52,739 shares; 2025Q1: 51,938 shares; 2025Q2: 52,062 shares; 2025Q3: 52,436 shares; 2025Q4: 52,998 shares; 2026Q1: 68,841 shares; 2026Q2: 67,679 shares 67,679 $32.3M 0.14% -1,162 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: 205,790 shares; 2024Q4: 189,838 shares; 2025Q1: 182,961 shares; 2025Q2: 187,832 shares; 2025Q3: 93,526 shares; 2025Q4: 56,709 shares; 2026Q1: 91,457 shares; 2026Q2: 82,632 shares 82,632 $32M 0.14% -8,825 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: 8,782 shares; 2024Q4: 25,652 shares; 2025Q1: 23,659 shares; 2025Q2: 9,372 shares; 2025Q3: 10,093 shares; 2025Q4: 47,222 shares; 2026Q1: 67,946 shares; 2026Q2: 61,611 shares 61,611 $31.7M 0.14% -6,335 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: 128,972 shares; 2024Q4: 122,446 shares; 2025Q1: 127,890 shares; 2025Q2: 131,580 shares; 2025Q3: 137,379 shares; 2025Q4: 146,429 shares; 2026Q1: 186,115 shares; 2026Q2: 317,134 shares 317,134 $31.4M 0.14% +131,019 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: 1,720,902 shares; 2024Q4: 1,695,017 shares; 2025Q1: 704,567 shares; 2025Q2: 642,069 shares; 2025Q3: 610,828 shares; 2025Q4: 542,674 shares; 2026Q1: 549,523 shares; 2026Q2: 541,927 shares 541,927 $31.3M 0.14% -7,596 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: 926,726 shares; 2024Q4: 944,548 shares; 2025Q1: 898,262 shares; 2025Q2: 724,377 shares; 2025Q3: 428,021 shares; 2025Q4: 343,136 shares; 2026Q1: 273,736 shares; 2026Q2: 266,008 shares 266,008 $31M 0.14% -7,728 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,137 shares; 2024Q4: 29,140 shares; 2025Q1: 28,588 shares; 2025Q2: 41,374 shares; 2025Q3: 42,847 shares; 2025Q4: 37,097 shares; 2026Q1: 131,156 shares; 2026Q2: 127,661 shares 127,661 $30.3M 0.13% -3,495 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: 74,490 shares; 2025Q1: 68,161 shares; 2025Q2: 64,288 shares; 2025Q3: 65,899 shares; 2025Q4: 65,467 shares; 2026Q1: 72,575 shares; 2026Q2: 68,997 shares 68,997 $29.9M 0.13% -3,578 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: 39,760 shares; 2024Q4: 39,217 shares; 2025Q1: 45,980 shares; 2025Q2: 48,305 shares; 2025Q3: 50,238 shares; 2025Q4: 49,315 shares; 2026Q1: 80,403 shares; 2026Q2: 364,810 shares 364,810 $29.4M 0.13% +284,407 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: 87,705 shares; 2024Q4: 86,374 shares; 2025Q1: 81,484 shares; 2025Q2: 83,385 shares; 2025Q3: 84,048 shares; 2025Q4: 80,595 shares; 2026Q1: 125,943 shares; 2026Q2: 113,871 shares 113,871 $29.1M 0.13% -12,072 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: 245,110 shares; 2024Q4: 259,624 shares; 2025Q1: 271,558 shares; 2025Q2: 269,861 shares; 2025Q3: 276,805 shares; 2025Q4: 301,134 shares; 2026Q1: 409,939 shares; 2026Q2: 528,683 shares 528,683 $28.9M 0.13% +118,744 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,476 shares; 2024Q4: 3,562 shares; 2025Q1: 434,775 shares; 2025Q2: 469,322 shares; 2025Q3: 629,735 shares; 2025Q4: 645,081 shares; 2026Q1: 658,477 shares; 2026Q2: 465,048 shares 465,048 $28.9M 0.13% -193,429 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: 5,256 shares; 2025Q2: 12,045 shares; 2025Q3: 12,055 shares; 2025Q4: 12,156 shares; 2026Q1: 12,371 shares; 2026Q2: 12,460 shares 12,460 $28.3M 0.12% +89 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,898 shares; 2024Q4: 351,668 shares; 2025Q1: 339,010 shares; 2025Q2: 340,562 shares; 2025Q3: 369,965 shares; 2025Q4: 384,164 shares; 2026Q1: 394,142 shares; 2026Q2: 307,514 shares 307,514 $27.5M 0.12% -86,628 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: 783,230 shares; 2024Q4: 783,230 shares; 2025Q1: 783,230 shares; 2025Q2: 783,230 shares; 2025Q3: 783,230 shares; 2025Q4: 783,230 shares; 2026Q1: 806,994 shares; 2026Q2: 839,112 shares 839,112 $27M 0.12% +32,118 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,985 shares; 2024Q4: 215,974 shares; 2025Q1: 245,494 shares; 2025Q2: 250,964 shares; 2025Q3: 293,635 shares; 2025Q4: 289,407 shares; 2026Q1: 275,471 shares; 2026Q2: 252,250 shares 252,250 $26.8M 0.12% -23,221 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,589 shares; 2024Q4: 4,183 shares; 2025Q1: 4,278 shares; 2025Q2: 4,301 shares; 2025Q3: 4,382 shares; 2025Q4: 4,209 shares; 2026Q1: 12,653 shares; 2026Q2: 13,289 shares 13,289 $26.4M 0.12% +636 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: not reported; 2024Q4: not reported; 2025Q1: 698,092 shares; 2025Q2: 870,747 shares; 2025Q3: 877,255 shares; 2025Q4: 882,508 shares; 2026Q1: 901,591 shares; 2026Q2: 719,016 shares 719,016 $26.4M 0.12% -182,575 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: not reported; 2024Q4: not reported; 2025Q1: 832,497 shares; 2025Q2: 850,464 shares; 2025Q3: 969,957 shares; 2025Q4: 819,388 shares; 2026Q1: 844,875 shares; 2026Q2: 825,814 shares 825,814 $25.2M 0.11% -19,061 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610,228 shares; 2024Q4: 530,704 shares; 2025Q1: 571,751 shares; 2025Q2: 246,252 shares; 2025Q3: 218,922 shares; 2025Q4: 185,550 shares; 2026Q1: 178,826 shares; 2026Q2: 185,233 shares 185,233 $25.1M 0.11% +6,407 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: 21,790 shares; 2024Q4: 21,811 shares; 2025Q1: 20,256 shares; 2025Q2: 301,358 shares; 2025Q3: 289,220 shares; 2025Q4: 282,917 shares; 2026Q1: 282,017 shares; 2026Q2: 271,180 shares 271,180 $25M 0.11% -10,837 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: 131,915 shares; 2024Q4: 109,372 shares; 2025Q1: 110,323 shares; 2025Q2: 111,576 shares; 2025Q3: 103,989 shares; 2025Q4: 418,339 shares; 2026Q1: 300,777 shares; 2026Q2: 249,981 shares 249,981 $24.8M 0.11% -50,796 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,767 shares; 2024Q4: 152,155 shares; 2025Q1: 150,381 shares; 2025Q2: 141,159 shares; 2025Q3: 124,742 shares; 2025Q4: 116,490 shares; 2026Q1: 110,334 shares; 2026Q2: 102,157 shares 102,157 $24.3M 0.11% -8,177 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,435 shares; 2024Q4: 192,146 shares; 2025Q1: 389,791 shares; 2025Q2: 420,342 shares; 2025Q3: 426,713 shares; 2025Q4: 430,501 shares; 2026Q1: 437,674 shares; 2026Q2: 178,833 shares 178,833 $24.1M 0.11% -258,841 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: 60,024 shares; 2024Q4: 63,178 shares; 2025Q1: 63,953 shares; 2025Q2: 59,714 shares; 2025Q3: 70,274 shares; 2025Q4: 65,043 shares; 2026Q1: 69,400 shares; 2026Q2: 67,601 shares 67,601 $23.9M 0.11% -1,799 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: 171,279 shares; 2024Q4: 146,545 shares; 2025Q1: 120,434 shares; 2025Q2: 108,300 shares; 2025Q3: 111,165 shares; 2025Q4: 113,991 shares; 2026Q1: 191,981 shares; 2026Q2: 128,951 shares 128,951 $23.8M 0.1% -63,030 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: 113,021 shares; 2024Q4: 112,674 shares; 2025Q1: 111,080 shares; 2025Q2: 111,205 shares; 2025Q3: 110,521 shares; 2025Q4: 110,534 shares; 2026Q1: 109,881 shares; 2026Q2: 105,230 shares 105,230 $23.6M 0.1% -4,651 Timeline VTWV 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: 7,745 shares; 2024Q4: 14,756 shares; 2025Q1: 15,655 shares; 2025Q2: 15,705 shares; 2025Q3: 73,964 shares; 2025Q4: 95,199 shares; 2026Q1: 123,761 shares; 2026Q2: 120,264 shares 120,264 $23.5M 0.1% -3,497 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: 184,712 shares; 2024Q4: 169,888 shares; 2025Q1: 172,823 shares; 2025Q2: 138,807 shares; 2025Q3: 125,660 shares; 2025Q4: 117,406 shares; 2026Q1: 115,247 shares; 2026Q2: 131,950 shares 131,950 $23.3M 0.1% +16,703 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: 699,952 shares; 2024Q4: 661,907 shares; 2025Q1: 612,984 shares; 2025Q2: 565,052 shares; 2025Q3: 576,563 shares; 2025Q4: 563,191 shares; 2026Q1: 566,901 shares; 2026Q2: 544,811 shares 544,811 $23.1M 0.1% -22,090 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,337 shares; 2024Q4: 325,551 shares; 2025Q1: 316,663 shares; 2025Q2: 312,061 shares; 2025Q3: 312,420 shares; 2025Q4: 311,351 shares; 2026Q1: 298,344 shares; 2026Q2: 285,608 shares 285,608 $22.5M 0.1% -12,736 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,298 shares; 2024Q4: 40,710 shares; 2025Q1: 62,053 shares; 2025Q2: 51,800 shares; 2025Q3: 52,226 shares; 2025Q4: 47,719 shares; 2026Q1: 47,503 shares; 2026Q2: 45,211 shares 45,211 $22.4M 0.1% -2,292 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: 47,354 shares; 2024Q4: 51,397 shares; 2025Q1: 52,305 shares; 2025Q2: 50,386 shares; 2025Q3: 50,234 shares; 2025Q4: 55,583 shares; 2026Q1: 164,927 shares; 2026Q2: 160,837 shares 160,837 $22.1M 0.1% -4,090 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,310 shares; 2024Q4: 28,540 shares; 2025Q1: 18,540 shares; 2025Q2: 18,540 shares; 2025Q3: 18,540 shares; 2025Q4: 62,957 shares; 2026Q1: 62,691 shares; 2026Q2: 62,691 shares 62,691 $21.9M 0.1% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803,186 shares; 2024Q4: 2,549,661 shares; 2025Q1: 1,403,521 shares; 2025Q2: 1,176,832 shares; 2025Q3: 1,078,377 shares; 2025Q4: 1,372,690 shares; 2026Q1: 947,519 shares; 2026Q2: 937,112 shares 937,112 $21.3M 0.09% -10,407 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: 203,147 shares; 2024Q4: 165,372 shares; 2025Q1: 145,086 shares; 2025Q2: 133,708 shares; 2025Q3: 125,846 shares; 2025Q4: 120,806 shares; 2026Q1: 141,216 shares; 2026Q2: 150,392 shares 150,392 $21M 0.09% +9,176 Timeline SPGM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,290 shares; 2025Q4: 141,290 shares; 2026Q1: 239,780 shares; 2026Q2: 242,015 shares 242,015 $20.7M 0.09% +2,235 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: 59,366 shares; 2024Q4: 60,984 shares; 2025Q1: 62,181 shares; 2025Q2: 63,904 shares; 2025Q3: 65,224 shares; 2025Q4: 75,424 shares; 2026Q1: 96,096 shares; 2026Q2: 94,770 shares 94,770 $20.7M 0.09% -1,326 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: 162,902 shares; 2024Q4: 163,743 shares; 2025Q1: 169,273 shares; 2025Q2: 171,989 shares; 2025Q3: 172,050 shares; 2025Q4: 170,899 shares; 2026Q1: 279,622 shares; 2026Q2: 272,265 shares 272,265 $20.6M 0.09% -7,357 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,761 shares; 2024Q4: 103,073 shares; 2025Q1: 100,808 shares; 2025Q2: 96,951 shares; 2025Q3: 90,234 shares; 2025Q4: 89,553 shares; 2026Q1: 88,353 shares; 2026Q2: 84,665 shares 84,665 $20.5M 0.09% -3,688 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,855 shares; 2024Q4: 160,160 shares; 2025Q1: 159,232 shares; 2025Q2: 159,358 shares; 2025Q3: 182,376 shares; 2025Q4: 180,785 shares; 2026Q1: 180,146 shares; 2026Q2: 179,331 shares 179,331 $20.3M 0.09% -815 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: 28,108 shares; 2024Q4: 27,551 shares; 2025Q1: 26,413 shares; 2025Q2: 26,188 shares; 2025Q3: 25,665 shares; 2025Q4: 26,955 shares; 2026Q1: 55,219 shares; 2026Q2: 50,267 shares 50,267 $20M 0.09% -4,952 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 6,091 shares; 2026Q1: 5,899 shares; 2026Q2: 224,334 shares 224,334 $19.5M 0.09% +218,435 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: 44,904 shares; 2024Q4: 41,044 shares; 2025Q1: 40,688 shares; 2025Q2: 43,528 shares; 2025Q3: 43,967 shares; 2025Q4: 37,614 shares; 2026Q1: 60,138 shares; 2026Q2: 58,530 shares 58,530 $19.3M 0.08% -1,608 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,426 shares; 2024Q4: 127,319 shares; 2025Q1: 120,939 shares; 2025Q2: 116,082 shares; 2025Q3: 113,584 shares; 2025Q4: 111,174 shares; 2026Q1: 107,989 shares; 2026Q2: 107,225 shares 107,225 $19.3M 0.08% -764 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 212,690 shares 212,690 $18.9M 0.08% 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: 7,904 shares; 2024Q4: 7,896 shares; 2025Q1: 7,894 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 7,735 shares; 2026Q1: 7,431 shares; 2026Q2: 5,740 shares 5,740 $18.3M 0.08% -1,691 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: 34,626 shares; 2024Q4: 34,626 shares; 2025Q1: 34,614 shares; 2025Q2: 34,727 shares; 2025Q3: 34,727 shares; 2025Q4: 34,727 shares; 2026Q1: 35,145 shares; 2026Q2: 34,909 shares 34,909 $18.2M 0.08% -236 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: 35,208 shares; 2024Q4: 33,992 shares; 2025Q1: 33,993 shares; 2025Q2: 34,079 shares; 2025Q3: 34,404 shares; 2025Q4: 34,386 shares; 2026Q1: 84,182 shares; 2026Q2: 82,820 shares 82,820 $18.1M 0.08% -1,362 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: 61,210 shares; 2024Q4: 61,935 shares; 2025Q1: 62,992 shares; 2025Q2: 66,697 shares; 2025Q3: 64,798 shares; 2025Q4: 65,211 shares; 2026Q1: 83,832 shares; 2026Q2: 141,784 shares 141,784 $17.6M 0.08% +57,952 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,342 shares; 2024Q4: 39,777 shares; 2025Q1: 51,996 shares; 2025Q2: 56,169 shares; 2025Q3: 59,483 shares; 2025Q4: 64,054 shares; 2026Q1: 182,445 shares; 2026Q2: 210,918 shares 210,918 $17.4M 0.08% +28,473 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: 9,118 shares; 2024Q4: 10,197 shares; 2025Q1: 10,387 shares; 2025Q2: 9,984 shares; 2025Q3: 10,188 shares; 2025Q4: 10,188 shares; 2026Q1: 76,408 shares; 2026Q2: 74,940 shares 74,940 $17M 0.07% -1,468 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: 20,752 shares; 2024Q4: 20,605 shares; 2025Q1: 20,739 shares; 2025Q2: 19,593 shares; 2025Q3: 19,997 shares; 2025Q4: 37,011 shares; 2026Q1: 45,127 shares; 2026Q2: 49,852 shares 49,852 $16.7M 0.07% +4,725 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: 221,565 shares; 2024Q4: 222,315 shares; 2025Q1: 230,854 shares; 2025Q2: 239,982 shares; 2025Q3: 240,233 shares; 2025Q4: 158,626 shares; 2026Q1: 106,201 shares; 2026Q2: 76,987 shares 76,987 $16.4M 0.07% -29,214 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,221 shares; 2024Q4: 37,797 shares; 2025Q1: 33,429 shares; 2025Q2: 36,068 shares; 2025Q3: 39,922 shares; 2025Q4: 42,841 shares; 2026Q1: 212,562 shares; 2026Q2: 211,067 shares 211,067 $16.4M 0.07% -1,495 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,513 shares; 2024Q4: 49,726 shares; 2025Q1: 50,088 shares; 2025Q2: 60,781 shares; 2025Q3: 64,903 shares; 2025Q4: 65,233 shares; 2026Q1: 126,552 shares; 2026Q2: 159,649 shares 159,649 $16.3M 0.07% +33,097 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,615 shares; 2026Q2: 201,998 shares 201,998 $16.3M 0.07% +78,383 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: 176,470 shares; 2024Q4: 169,561 shares; 2025Q1: 166,089 shares; 2025Q2: 158,312 shares; 2025Q3: 153,282 shares; 2025Q4: 156,747 shares; 2026Q1: 161,275 shares; 2026Q2: 168,401 shares 168,401 $16.2M 0.07% +7,126 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: 46,062 shares; 2024Q4: 47,912 shares; 2025Q1: 47,531 shares; 2025Q2: 47,037 shares; 2025Q3: 47,723 shares; 2025Q4: 49,451 shares; 2026Q1: 53,970 shares; 2026Q2: 52,834 shares 52,834 $16.2M 0.07% -1,136 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: 318,512 shares; 2024Q4: 299,649 shares; 2025Q1: 295,505 shares; 2025Q2: 278,939 shares; 2025Q3: 267,039 shares; 2025Q4: 249,683 shares; 2026Q1: 281,810 shares; 2026Q2: 280,150 shares 280,150 $16.1M 0.07% -1,660 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: 92,768 shares; 2024Q4: 90,798 shares; 2025Q1: 48,425 shares; 2025Q2: 23,737 shares; 2025Q3: 21,101 shares; 2025Q4: 20,469 shares; 2026Q1: 101,546 shares; 2026Q2: 124,284 shares 124,284 $16.1M 0.07% +22,738 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: 440,927 shares; 2024Q4: 446,071 shares; 2025Q1: 1,640,637 shares; 2025Q2: 2,346,461 shares; 2025Q3: 2,464,581 shares; 2025Q4: 1,540,253 shares; 2026Q1: 1,022,813 shares; 2026Q2: 770,589 shares 770,589 $16M 0.07% -252,224 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,455 shares; 2024Q4: 54,360 shares; 2025Q1: 69,401 shares; 2025Q2: 75,259 shares; 2025Q3: 71,689 shares; 2025Q4: 68,949 shares; 2026Q1: 66,723 shares; 2026Q2: 66,818 shares 66,818 $15.9M 0.07% +95 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: 442,625 shares; 2024Q4: 411,646 shares; 2025Q1: 384,620 shares; 2025Q2: 351,774 shares; 2025Q3: 373,545 shares; 2025Q4: 272,936 shares; 2026Q1: 315,571 shares; 2026Q2: 263,290 shares 263,290 $15.9M 0.07% -52,281 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: 138,105 shares; 2024Q4: 143,555 shares; 2025Q1: 145,984 shares; 2025Q2: 133,863 shares; 2025Q3: 138,008 shares; 2025Q4: 130,449 shares; 2026Q1: 211,410 shares; 2026Q2: 203,133 shares 203,133 $15.9M 0.07% -8,277 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: 412,493 shares; 2024Q4: 414,942 shares; 2025Q1: 397,750 shares; 2025Q2: 238,240 shares; 2025Q3: 253,575 shares; 2025Q4: 265,365 shares; 2026Q1: 252,340 shares; 2026Q2: 252,633 shares 252,633 $15.9M 0.07% +293 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,441 shares; 2024Q4: 178,549 shares; 2025Q1: 116,615 shares; 2025Q2: 78,461 shares; 2025Q3: 74,409 shares; 2025Q4: 63,680 shares; 2026Q1: 53,181 shares; 2026Q2: 50,028 shares 50,028 $15.9M 0.07% -3,153 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: 141,099 shares; 2024Q4: 140,021 shares; 2025Q1: 138,861 shares; 2025Q2: 135,242 shares; 2025Q3: 135,135 shares; 2025Q4: 136,029 shares; 2026Q1: 134,165 shares; 2026Q2: 134,055 shares 134,055 $15.7M 0.07% -110 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: 129,633 shares; 2024Q4: 125,375 shares; 2025Q1: 109,339 shares; 2025Q2: 100,781 shares; 2025Q3: 93,653 shares; 2025Q4: 80,264 shares; 2026Q1: 86,692 shares; 2026Q2: 76,618 shares 76,618 $15.7M 0.07% -10,074 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,047 shares; 2024Q4: 62,384 shares; 2025Q1: 60,576 shares; 2025Q2: 61,414 shares; 2025Q3: 60,501 shares; 2025Q4: 231,824 shares; 2026Q1: 227,886 shares; 2026Q2: 214,174 shares 214,174 $15.6M 0.07% -13,712 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,401 shares; 2024Q4: 55,671 shares; 2025Q1: 55,183 shares; 2025Q2: 53,127 shares; 2025Q3: 52,734 shares; 2025Q4: 52,862 shares; 2026Q1: 49,769 shares; 2026Q2: 48,588 shares 48,588 $15.5M 0.07% -1,181 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 770,056 shares; 2025Q3: 762,227 shares; 2025Q4: 748,950 shares; 2026Q1: 703,352 shares; 2026Q2: 523,281 shares 523,281 $15.3M 0.07% -180,071 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,092 shares; 2024Q4: 9,196 shares; 2025Q1: 7,602 shares; 2025Q2: 13,822 shares; 2025Q3: 13,849 shares; 2025Q4: 182,403 shares; 2026Q1: 233,293 shares; 2026Q2: 104,633 shares 104,633 $15.3M 0.07% -128,660 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: 15,411 shares; 2024Q4: 15,610 shares; 2025Q1: 15,713 shares; 2025Q2: 15,117 shares; 2025Q3: 15,759 shares; 2025Q4: 15,952 shares; 2026Q1: 39,273 shares; 2026Q2: 38,510 shares 38,510 $15.3M 0.07% -763 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: 23,970 shares; 2024Q4: 23,498 shares; 2025Q1: 24,352 shares; 2025Q2: 24,150 shares; 2025Q3: 26,499 shares; 2025Q4: 25,436 shares; 2026Q1: 122,106 shares; 2026Q2: 123,592 shares 123,592 $15.2M 0.07% +1,486 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: 81,260 shares; 2024Q4: 291,437 shares; 2025Q1: 320,156 shares; 2025Q2: 325,482 shares; 2025Q3: 332,091 shares; 2025Q4: 316,515 shares; 2026Q1: 197,584 shares; 2026Q2: 129,014 shares 129,014 $15.2M 0.07% -68,570 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: 5,887 shares; 2024Q4: 2,766 shares; 2025Q1: 2,626 shares; 2025Q2: 2,628 shares; 2025Q3: 2,666 shares; 2025Q4: 2,705 shares; 2026Q1: 11,039 shares; 2026Q2: 10,928 shares 10,928 $15.1M 0.07% -111 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: 156,367 shares; 2024Q4: 150,278 shares; 2025Q1: 150,094 shares; 2025Q2: 156,060 shares; 2025Q3: 157,163 shares; 2025Q4: 161,276 shares; 2026Q1: 160,383 shares; 2026Q2: 171,743 shares 171,743 $14.9M 0.07% +11,360 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: 150,989 shares; 2024Q4: 155,310 shares; 2025Q1: 161,758 shares; 2025Q2: 161,683 shares; 2025Q3: 163,178 shares; 2025Q4: 159,748 shares; 2026Q1: 157,243 shares; 2026Q2: 154,685 shares 154,685 $14.8M 0.06% -2,558 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: 133,883 shares; 2024Q4: 131,174 shares; 2025Q1: 124,812 shares; 2025Q2: 123,175 shares; 2025Q3: 121,250 shares; 2025Q4: 106,576 shares; 2026Q1: 145,095 shares; 2026Q2: 142,564 shares 142,564 $14.6M 0.06% -2,531 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,712 shares; 2026Q2: 193,882 shares 193,882 $14.5M 0.06% -26,830 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: 18,369 shares; 2024Q4: 18,006 shares; 2025Q1: 17,790 shares; 2025Q2: 18,005 shares; 2025Q3: 17,563 shares; 2025Q4: 17,028 shares; 2026Q1: 20,652 shares; 2026Q2: 20,303 shares 20,303 $14.5M 0.06% -349 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,879 shares; 2024Q4: 9,849 shares; 2025Q1: 9,806 shares; 2025Q2: 9,849 shares; 2025Q3: 9,049 shares; 2025Q4: 9,054 shares; 2026Q1: 82,684 shares; 2026Q2: 82,247 shares 82,247 $14.5M 0.06% -437 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: 256,558 shares; 2024Q4: 241,021 shares; 2025Q1: 195,959 shares; 2025Q2: 174,166 shares; 2025Q3: 179,079 shares; 2025Q4: 174,588 shares; 2026Q1: 177,399 shares; 2026Q2: 172,719 shares 172,719 $14.4M 0.06% -4,680 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 4,075 shares; 2025Q1: 3,754 shares; 2025Q2: 3,906 shares; 2025Q3: 4,631 shares; 2025Q4: 3,815 shares; 2026Q1: 96,124 shares; 2026Q2: 112,347 shares 112,347 $14M 0.06% +16,223 Timeline FVD 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: 284,653 shares; 2024Q4: 283,723 shares; 2025Q1: 283,723 shares; 2025Q2: 283,723 shares; 2025Q3: 283,723 shares; 2025Q4: 283,723 shares; 2026Q1: 285,016 shares; 2026Q2: 285,016 shares 285,016 $13.7M 0.06% 0 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: 145,487 shares; 2024Q4: 145,366 shares; 2025Q1: 143,746 shares; 2025Q2: 139,765 shares; 2025Q3: 137,167 shares; 2025Q4: 129,488 shares; 2026Q1: 146,522 shares; 2026Q2: 147,322 shares 147,322 $13.5M 0.06% +800 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,637 shares; 2024Q4: 3,759 shares; 2025Q1: 3,744 shares; 2025Q2: 3,735 shares; 2025Q3: 3,877 shares; 2025Q4: 3,882 shares; 2026Q1: 26,636 shares; 2026Q2: 25,729 shares 25,729 $13.5M 0.06% -907 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: 39,335 shares; 2024Q4: 38,104 shares; 2025Q1: 37,033 shares; 2025Q2: 36,598 shares; 2025Q3: 35,693 shares; 2025Q4: 36,620 shares; 2026Q1: 42,295 shares; 2026Q2: 41,955 shares 41,955 $13.2M 0.06% -340 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: 112,177 shares; 2024Q4: 105,928 shares; 2025Q1: 101,328 shares; 2025Q2: 91,818 shares; 2025Q3: 64,398 shares; 2025Q4: 64,684 shares; 2026Q1: 55,711 shares; 2026Q2: 54,935 shares 54,935 $13.1M 0.06% -776 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412,134 shares 412,134 $13M 0.06% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,212 shares; 2024Q4: 24,006 shares; 2025Q1: 23,779 shares; 2025Q2: 23,560 shares; 2025Q3: 22,918 shares; 2025Q4: 19,827 shares; 2026Q1: 58,062 shares; 2026Q2: 56,398 shares 56,398 $12.9M 0.06% -1,664 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: 22,035 shares; 2024Q4: 22,037 shares; 2025Q1: 22,045 shares; 2025Q2: 22,338 shares; 2025Q3: 22,357 shares; 2025Q4: 22,611 shares; 2026Q1: 35,006 shares; 2026Q2: 42,300 shares 42,300 $12.8M 0.06% +7,294 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,327 shares; 2024Q4: 162,817 shares; 2025Q1: 95,059 shares; 2025Q2: 75,263 shares; 2025Q3: 71,926 shares; 2025Q4: 77,422 shares; 2026Q1: 76,391 shares; 2026Q2: 139,633 shares 139,633 $12.7M 0.06% +63,242 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: 61,373 shares; 2024Q4: 61,553 shares; 2025Q1: 61,661 shares; 2025Q2: 60,032 shares; 2025Q3: 59,491 shares; 2025Q4: 59,874 shares; 2026Q1: 76,000 shares; 2026Q2: 78,457 shares 78,457 $12.7M 0.06% +2,457 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: 176,983 shares; 2024Q4: 168,242 shares; 2025Q1: 160,519 shares; 2025Q2: 160,364 shares; 2025Q3: 156,683 shares; 2025Q4: 153,740 shares; 2026Q1: 160,880 shares; 2026Q2: 157,794 shares 157,794 $12.7M 0.06% -3,086 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF 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: not reported; 2025Q4: not reported; 2026Q1: 667,605 shares; 2026Q2: 673,361 shares 673,361 $12.7M 0.06% +5,756 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,735 shares; 2024Q4: 334,306 shares; 2025Q1: 138,923 shares; 2025Q2: 125,936 shares; 2025Q3: 121,611 shares; 2025Q4: 118,014 shares; 2026Q1: 122,527 shares; 2026Q2: 120,272 shares 120,272 $12.5M 0.05% -2,255 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: 63,918 shares; 2024Q4: 60,915 shares; 2025Q1: 51,477 shares; 2025Q2: 55,278 shares; 2025Q3: 55,152 shares; 2025Q4: 53,784 shares; 2026Q1: 59,096 shares; 2026Q2: 57,747 shares 57,747 $12.5M 0.05% -1,349 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: 13,951 shares; 2024Q4: 13,192 shares; 2025Q1: 13,662 shares; 2025Q2: 13,344 shares; 2025Q3: 14,345 shares; 2025Q4: 14,062 shares; 2026Q1: 146,724 shares; 2026Q2: 135,978 shares 135,978 $12.5M 0.05% -10,746 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: 93,139 shares; 2024Q4: 101,507 shares; 2025Q1: 107,672 shares; 2025Q2: 127,852 shares; 2025Q3: 112,256 shares; 2025Q4: 118,029 shares; 2026Q1: 124,070 shares; 2026Q2: 147,484 shares 147,484 $12.4M 0.05% +23,414 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: 69,511 shares; 2024Q4: 67,749 shares; 2025Q1: 154,957 shares; 2025Q2: 185,673 shares; 2025Q3: 189,545 shares; 2025Q4: 155,609 shares; 2026Q1: 168,236 shares; 2026Q2: 165,815 shares 165,815 $12.3M 0.05% -2,421 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: 201,038 shares; 2024Q4: 197,303 shares; 2025Q1: 187,837 shares; 2025Q2: 186,221 shares; 2025Q3: 189,066 shares; 2025Q4: 185,694 shares; 2026Q1: 229,243 shares; 2026Q2: 257,006 shares 257,006 $12.2M 0.05% +27,763 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: 53,925 shares; 2024Q4: 52,853 shares; 2025Q1: 51,337 shares; 2025Q2: 37,865 shares; 2025Q3: 42,484 shares; 2025Q4: 42,736 shares; 2026Q1: 51,941 shares; 2026Q2: 51,206 shares 51,206 $12.2M 0.05% -735 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: 55,574 shares; 2024Q4: 59,400 shares; 2025Q1: 58,473 shares; 2025Q2: 56,665 shares; 2025Q3: 54,878 shares; 2025Q4: 54,515 shares; 2026Q1: 62,157 shares; 2026Q2: 60,921 shares 60,921 $12M 0.05% -1,236 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: 61,320 shares; 2024Q4: 57,521 shares; 2025Q1: 61,099 shares; 2025Q2: 58,282 shares; 2025Q3: 57,714 shares; 2025Q4: 42,870 shares; 2026Q1: 48,279 shares; 2026Q2: 48,309 shares 48,309 $11.9M 0.05% +30 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,440 shares; 2024Q4: 60,201 shares; 2025Q1: 56,665 shares; 2025Q2: 49,009 shares; 2025Q3: 54,763 shares; 2025Q4: 60,333 shares; 2026Q1: 319,432 shares; 2026Q2: 317,204 shares 317,204 $11.7M 0.05% -2,228 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,990 shares; 2024Q4: 54,827 shares; 2025Q1: 54,017 shares; 2025Q2: 53,793 shares; 2025Q3: 53,782 shares; 2025Q4: 53,203 shares; 2026Q1: 52,047 shares; 2026Q2: 52,047 shares 52,047 $11.7M 0.05% 0 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: 36,543 shares; 2024Q4: 35,986 shares; 2025Q1: 35,921 shares; 2025Q2: 35,330 shares; 2025Q3: 40,426 shares; 2025Q4: 39,870 shares; 2026Q1: 41,521 shares; 2026Q2: 41,861 shares 41,861 $11.5M 0.05% +340 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: 149,334 shares; 2024Q4: 149,239 shares; 2025Q1: 162,775 shares; 2025Q2: 106,004 shares; 2025Q3: 107,513 shares; 2025Q4: 98,747 shares; 2026Q1: 150,229 shares; 2026Q2: 147,540 shares 147,540 $11.5M 0.05% -2,689 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,428 shares; 2024Q4: 11,690 shares; 2025Q1: 12,523 shares; 2025Q2: 16,751 shares; 2025Q3: 18,161 shares; 2025Q4: 15,414 shares; 2026Q1: 14,357 shares; 2026Q2: 14,448 shares 14,448 $11.5M 0.05% +91 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: 100,340 shares; 2024Q4: 95,797 shares; 2025Q1: 87,781 shares; 2025Q2: 84,898 shares; 2025Q3: 83,854 shares; 2025Q4: 77,645 shares; 2026Q1: 72,290 shares; 2026Q2: 71,647 shares 71,647 $11.5M 0.05% -643 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: 147,710 shares; 2024Q4: 146,336 shares; 2025Q1: 142,214 shares; 2025Q2: 138,816 shares; 2025Q3: 136,711 shares; 2025Q4: 134,580 shares; 2026Q1: 157,094 shares; 2026Q2: 155,545 shares 155,545 $11.4M 0.05% -1,549 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: 10,309 shares; 2024Q4: 13,179 shares; 2025Q1: 13,430 shares; 2025Q2: 17,127 shares; 2025Q3: 15,118 shares; 2025Q4: 17,491 shares; 2026Q1: 77,846 shares; 2026Q2: 93,742 shares 93,742 $11.4M 0.05% +15,896 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: 21,364 shares; 2024Q4: 21,867 shares; 2025Q1: 20,900 shares; 2025Q2: 20,970 shares; 2025Q3: 21,686 shares; 2025Q4: 23,081 shares; 2026Q1: 27,306 shares; 2026Q2: 26,345 shares 26,345 $11.4M 0.05% -961 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: 22,556 shares; 2024Q4: 21,051 shares; 2025Q1: 21,287 shares; 2025Q2: 21,421 shares; 2025Q3: 21,062 shares; 2025Q4: 19,982 shares; 2026Q1: 25,348 shares; 2026Q2: 24,697 shares 24,697 $11.3M 0.05% -651 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: 44,695 shares; 2024Q4: 42,338 shares; 2025Q1: 36,899 shares; 2025Q2: 32,603 shares; 2025Q3: 35,540 shares; 2025Q4: 33,776 shares; 2026Q1: 37,322 shares; 2026Q2: 37,556 shares 37,556 $11M 0.05% +234 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: 29,540 shares; 2024Q4: 27,714 shares; 2025Q1: 27,109 shares; 2025Q2: 27,063 shares; 2025Q3: 26,777 shares; 2025Q4: 25,583 shares; 2026Q1: 43,808 shares; 2026Q2: 41,942 shares 41,942 $10.9M 0.05% -1,866 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,888 shares; 2024Q4: 6,888 shares; 2025Q1: 6,920 shares; 2025Q2: 9,735 shares; 2025Q3: 10,060 shares; 2025Q4: 24,034 shares; 2026Q1: 26,487 shares; 2026Q2: 28,082 shares 28,082 $10.8M 0.05% +1,595 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: 15,796 shares; 2024Q4: 15,796 shares; 2025Q1: 15,796 shares; 2025Q2: 15,459 shares; 2025Q3: 15,889 shares; 2025Q4: 16,096 shares; 2026Q1: 16,833 shares; 2026Q2: 16,831 shares 16,831 $10.8M 0.05% -2 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,942 shares; 2024Q4: 23,980 shares; 2025Q1: 23,668 shares; 2025Q2: 23,649 shares; 2025Q3: 23,777 shares; 2025Q4: 43,859 shares; 2026Q1: 55,756 shares; 2026Q2: 61,305 shares 61,305 $10.7M 0.05% +5,549 Timeline CATH 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: 92,555 shares; 2024Q4: 85,595 shares; 2025Q1: 125,645 shares; 2025Q2: 126,060 shares; 2025Q3: 126,060 shares; 2025Q4: 126,060 shares; 2026Q1: 120,135 shares; 2026Q2: 120,135 shares 120,135 $10.6M 0.05% 0 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: 91,634 shares; 2024Q4: 79,858 shares; 2025Q1: 108,365 shares; 2025Q2: 97,499 shares; 2025Q3: 102,786 shares; 2025Q4: 114,357 shares; 2026Q1: 133,594 shares; 2026Q2: 144,632 shares 144,632 $10.6M 0.05% +11,038 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: 67,521 shares; 2024Q4: 66,835 shares; 2025Q1: 67,026 shares; 2025Q2: 66,725 shares; 2025Q3: 62,248 shares; 2025Q4: 59,834 shares; 2026Q1: 63,963 shares; 2026Q2: 62,470 shares 62,470 $10.6M 0.05% -1,493 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: 88,797 shares; 2024Q4: 87,894 shares; 2025Q1: 88,526 shares; 2025Q2: 85,722 shares; 2025Q3: 138,853 shares; 2025Q4: 114,013 shares; 2026Q1: 110,686 shares; 2026Q2: 109,149 shares 109,149 $10.6M 0.05% -1,537 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,007 shares; 2024Q4: 40,587 shares; 2025Q1: 40,072 shares; 2025Q2: 37,517 shares; 2025Q3: 29,372 shares; 2025Q4: 29,250 shares; 2026Q1: 29,215 shares; 2026Q2: 31,827 shares 31,827 $10.5M 0.05% +2,612 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,350 shares; 2024Q4: 56,751 shares; 2025Q1: 50,735 shares; 2025Q2: 54,207 shares; 2025Q3: 52,508 shares; 2025Q4: 45,050 shares; 2026Q1: 40,090 shares; 2026Q2: 39,101 shares 39,101 $10.5M 0.05% -989 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,642 shares; 2024Q4: 181,020 shares; 2025Q1: 193,143 shares; 2025Q2: 182,675 shares; 2025Q3: 185,384 shares; 2025Q4: 184,671 shares; 2026Q1: 195,631 shares; 2026Q2: 192,802 shares 192,802 $10.5M 0.05% -2,829 Timeline GWX 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: 433,791 shares; 2024Q4: 320,056 shares; 2025Q1: 256,432 shares; 2025Q2: 222,886 shares; 2025Q3: 208,447 shares; 2025Q4: 197,221 shares; 2026Q1: 218,563 shares; 2026Q2: 238,197 shares 238,197 $10.4M 0.05% +19,634 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: 22,255 shares; 2024Q4: 22,346 shares; 2025Q1: 25,246 shares; 2025Q2: 28,902 shares; 2025Q3: 33,107 shares; 2025Q4: 39,638 shares; 2026Q1: 50,843 shares; 2026Q2: 41,075 shares 41,075 $10.2M 0.04% -9,768 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: 79,570 shares; 2024Q4: 79,084 shares; 2025Q1: 77,438 shares; 2025Q2: 79,514 shares; 2025Q3: 78,561 shares; 2025Q4: 78,928 shares; 2026Q1: 87,879 shares; 2026Q2: 87,185 shares 87,185 $10.2M 0.04% -694 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: 27,446 shares; 2024Q4: 26,988 shares; 2025Q1: 26,292 shares; 2025Q2: 25,609 shares; 2025Q3: 25,620 shares; 2025Q4: 24,960 shares; 2026Q1: 26,296 shares; 2026Q2: 24,783 shares 24,783 $10.1M 0.04% -1,513 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: 104,769 shares; 2024Q4: 106,363 shares; 2025Q1: 111,236 shares; 2025Q2: 104,797 shares; 2025Q3: 104,733 shares; 2025Q4: 107,801 shares; 2026Q1: 106,127 shares; 2026Q2: 103,888 shares 103,888 $10M 0.04% -2,239 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232,013 shares; 2024Q4: 1,229,247 shares; 2025Q1: 1,214,149 shares; 2025Q2: 1,262,530 shares; 2025Q3: 1,244,377 shares; 2025Q4: 741,032 shares; 2026Q1: 388,432 shares; 2026Q2: 252,906 shares 252,906 $10M 0.04% -135,526 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: 63,179 shares; 2024Q4: 59,604 shares; 2025Q1: 55,287 shares; 2025Q2: 49,518 shares; 2025Q3: 48,962 shares; 2025Q4: 49,309 shares; 2026Q1: 49,355 shares; 2026Q2: 48,511 shares 48,511 $9.99M 0.04% -844 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: 247,047 shares; 2024Q4: 261,453 shares; 2025Q1: 274,387 shares; 2025Q2: 286,890 shares; 2025Q3: 166,990 shares; 2025Q4: 82,950 shares; 2026Q1: 66,013 shares; 2026Q2: 63,062 shares 63,062 $9.88M 0.04% -2,951 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,046 shares; 2024Q4: 1,953 shares; 2025Q1: 1,967 shares; 2025Q2: 1,841 shares; 2025Q3: 1,744 shares; 2025Q4: 1,962 shares; 2026Q1: 22,509 shares; 2026Q2: 23,693 shares 23,693 $9.87M 0.04% +1,184 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594,104 shares; 2024Q4: 540,322 shares; 2025Q1: 533,738 shares; 2025Q2: 578,949 shares; 2025Q3: 535,808 shares; 2025Q4: 166,274 shares; 2026Q1: 223,236 shares; 2026Q2: 199,767 shares 199,767 $9.8M 0.04% -23,469 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: 39,796 shares; 2024Q4: 35,270 shares; 2025Q1: 30,128 shares; 2025Q2: 32,511 shares; 2025Q3: 32,345 shares; 2025Q4: 26,281 shares; 2026Q1: 26,646 shares; 2026Q2: 36,307 shares 36,307 $9.76M 0.04% +9,661 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,913 shares; 2024Q4: 44,999 shares; 2025Q1: 43,195 shares; 2025Q2: 41,715 shares; 2025Q3: 41,676 shares; 2025Q4: 42,886 shares; 2026Q1: 269,040 shares; 2026Q2: 267,590 shares 267,590 $9.73M 0.04% -1,450 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: 68,314 shares; 2024Q4: 66,084 shares; 2025Q1: 63,973 shares; 2025Q2: 62,586 shares; 2025Q3: 64,960 shares; 2025Q4: 64,970 shares; 2026Q1: 64,564 shares; 2026Q2: 59,391 shares 59,391 $9.67M 0.04% -5,173 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: 35,737 shares; 2024Q4: 35,052 shares; 2025Q1: 37,523 shares; 2025Q2: 36,713 shares; 2025Q3: 35,637 shares; 2025Q4: 32,381 shares; 2026Q1: 37,810 shares; 2026Q2: 37,646 shares 37,646 $9.62M 0.04% -164 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,293 shares; 2024Q4: 22,707 shares; 2025Q1: 22,606 shares; 2025Q2: 31,273 shares; 2025Q3: 34,001 shares; 2025Q4: 35,521 shares; 2026Q1: 82,410 shares; 2026Q2: 177,891 shares 177,891 $9.51M 0.04% +95,481 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: 8,592 shares; 2024Q4: 8,603 shares; 2025Q1: 8,603 shares; 2025Q2: 8,456 shares; 2025Q3: 8,348 shares; 2025Q4: 6,878 shares; 2026Q1: 9,982 shares; 2026Q2: 78,776 shares 78,776 $9.42M 0.04% +68,794 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,236 shares; 2024Q4: 69,151 shares; 2025Q1: 47,894 shares; 2025Q2: 39,352 shares; 2025Q3: 63,648 shares; 2025Q4: 56,132 shares; 2026Q1: 62,154 shares; 2026Q2: 60,789 shares 60,789 $9.41M 0.04% -1,365 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,365 shares; 2024Q4: 134,463 shares; 2025Q1: 132,194 shares; 2025Q2: 113,073 shares; 2025Q3: 113,985 shares; 2025Q4: 115,139 shares; 2026Q1: 133,730 shares; 2026Q2: 136,683 shares 136,683 $9.33M 0.04% +2,953 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: 11,929 shares; 2024Q4: 15,269 shares; 2025Q1: 16,725 shares; 2025Q2: 15,601 shares; 2025Q3: 18,111 shares; 2025Q4: 20,534 shares; 2026Q1: 25,592 shares; 2026Q2: 27,318 shares 27,318 $9.25M 0.04% +1,726 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: 124,944 shares; 2024Q4: 115,798 shares; 2025Q1: 114,469 shares; 2025Q2: 107,521 shares; 2025Q3: 108,946 shares; 2025Q4: 104,239 shares; 2026Q1: 108,716 shares; 2026Q2: 108,564 shares 108,564 $9.19M 0.04% -152 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: 17,925 shares; 2024Q4: 18,383 shares; 2025Q1: 17,721 shares; 2025Q2: 17,411 shares; 2025Q3: 19,040 shares; 2025Q4: 19,516 shares; 2026Q1: 26,183 shares; 2026Q2: 24,929 shares 24,929 $9.12M 0.04% -1,254 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 2,860 shares; 2025Q4: 3,103 shares; 2026Q1: 58,454 shares; 2026Q2: 57,015 shares 57,015 $9.06M 0.04% -1,439 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: 22,971 shares; 2024Q4: 22,867 shares; 2025Q1: 24,993 shares; 2025Q2: 22,125 shares; 2025Q3: 22,182 shares; 2025Q4: 23,272 shares; 2026Q1: 28,790 shares; 2026Q2: 26,943 shares 26,943 $8.89M 0.04% -1,847 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,292 shares; 2024Q4: 19,631 shares; 2025Q1: 19,770 shares; 2025Q2: 19,139 shares; 2025Q3: 19,165 shares; 2025Q4: 17,013 shares; 2026Q1: 16,730 shares; 2026Q2: 15,776 shares 15,776 $8.84M 0.04% -954 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: 96,319 shares; 2024Q4: 89,439 shares; 2025Q1: 85,472 shares; 2025Q2: 75,227 shares; 2025Q3: 73,399 shares; 2025Q4: 69,748 shares; 2026Q1: 69,808 shares; 2026Q2: 67,160 shares 67,160 $8.77M 0.04% -2,648 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: 55,553 shares; 2024Q4: 55,342 shares; 2025Q1: 53,588 shares; 2025Q2: 49,632 shares; 2025Q3: 48,270 shares; 2025Q4: 46,315 shares; 2026Q1: 52,002 shares; 2026Q2: 51,744 shares 51,744 $8.75M 0.04% -258 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: 24,506 shares; 2024Q4: 23,182 shares; 2025Q1: 23,341 shares; 2025Q2: 21,033 shares; 2025Q3: 20,106 shares; 2025Q4: 21,671 shares; 2026Q1: 23,851 shares; 2026Q2: 23,302 shares 23,302 $8.75M 0.04% -549 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: 32,902 shares; 2024Q4: 32,676 shares; 2025Q1: 32,901 shares; 2025Q2: 33,136 shares; 2025Q3: 33,304 shares; 2025Q4: 33,556 shares; 2026Q1: 33,726 shares; 2026Q2: 31,085 shares 31,085 $8.66M 0.04% -2,641 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,632 shares; 2024Q4: 6,636 shares; 2025Q1: 6,373 shares; 2025Q2: 6,422 shares; 2025Q3: 5,946 shares; 2025Q4: 5,886 shares; 2026Q1: 6,241 shares; 2026Q2: 6,347 shares 6,347 $8.63M 0.04% +106 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: 22,206 shares; 2024Q4: 21,690 shares; 2025Q1: 20,790 shares; 2025Q2: 21,117 shares; 2025Q3: 21,097 shares; 2025Q4: 21,337 shares; 2026Q1: 36,517 shares; 2026Q2: 36,259 shares 36,259 $8.58M 0.04% -258 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,451 shares; 2024Q4: 66,511 shares; 2025Q1: 68,633 shares; 2025Q2: 44,927 shares; 2025Q3: 43,556 shares; 2025Q4: 26,137 shares; 2026Q1: 78,803 shares; 2026Q2: 76,395 shares 76,395 $8.49M 0.04% -2,408 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,995 shares; 2024Q4: 49,223 shares; 2025Q1: 47,512 shares; 2025Q2: 47,402 shares; 2025Q3: 47,221 shares; 2025Q4: 47,277 shares; 2026Q1: 48,349 shares; 2026Q2: 48,513 shares 48,513 $8.43M 0.04% +164 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: 44,130 shares; 2024Q4: 44,510 shares; 2025Q1: 42,377 shares; 2025Q2: 39,363 shares; 2025Q3: 35,560 shares; 2025Q4: 35,801 shares; 2026Q1: 53,760 shares; 2026Q2: 53,039 shares 53,039 $8.42M 0.04% -721 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,404 shares; 2024Q4: 311,841 shares; 2025Q1: 282,479 shares; 2025Q2: 279,797 shares; 2025Q3: 290,225 shares; 2025Q4: 281,780 shares; 2026Q1: 110,562 shares; 2026Q2: 73,165 shares 73,165 $8.31M 0.04% -37,397 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,802 shares; 2024Q4: 3,832 shares; 2025Q1: 4,097 shares; 2025Q2: 5,719 shares; 2025Q3: 5,758 shares; 2025Q4: 16,162 shares; 2026Q1: 17,032 shares; 2026Q2: 18,208 shares 18,208 $8.29M 0.04% +1,176 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,165 shares; 2024Q4: 14,415 shares; 2025Q1: 13,478 shares; 2025Q2: 13,934 shares; 2025Q3: 14,342 shares; 2025Q4: 13,928 shares; 2026Q1: 39,748 shares; 2026Q2: 38,935 shares 38,935 $8.25M 0.04% -813 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: 9,425 shares; 2024Q4: 9,425 shares; 2025Q1: 9,425 shares; 2025Q2: 9,425 shares; 2025Q3: 9,447 shares; 2025Q4: 9,459 shares; 2026Q1: 9,540 shares; 2026Q2: 9,588 shares 9,588 $8.23M 0.04% +48 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,604 shares; 2026Q2: 91,240 shares 91,240 $8.21M 0.04% +73,636 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: 77,142 shares; 2024Q4: 77,289 shares; 2025Q1: 76,341 shares; 2025Q2: 71,237 shares; 2025Q3: 73,668 shares; 2025Q4: 72,291 shares; 2026Q1: 87,517 shares; 2026Q2: 88,912 shares 88,912 $8.2M 0.04% +1,395 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,506 shares; 2024Q4: 175,062 shares; 2025Q1: 170,338 shares; 2025Q2: 222,293 shares; 2025Q3: 252,426 shares; 2025Q4: 247,632 shares; 2026Q1: 229,332 shares; 2026Q2: 336,982 shares 336,982 $8.13M 0.04% +107,650 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: 56,776 shares; 2024Q4: 57,131 shares; 2025Q1: 57,231 shares; 2025Q2: 55,135 shares; 2025Q3: 67,981 shares; 2025Q4: 112,762 shares; 2026Q1: 139,657 shares; 2026Q2: 178,931 shares 178,931 $8.07M 0.04% +39,274 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231,375 shares; 2025Q2: 468,575 shares; 2025Q3: 468,575 shares; 2025Q4: 468,575 shares; 2026Q1: 468,575 shares; 2026Q2: 231,375 shares 231,375 $8.04M 0.04% -237,200 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: 7,562 shares; 2024Q4: 7,292 shares; 2025Q1: 7,414 shares; 2025Q2: 7,337 shares; 2025Q3: 6,962 shares; 2025Q4: 6,447 shares; 2026Q1: 33,143 shares; 2026Q2: 28,295 shares 28,295 $7.95M 0.03% -4,848 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: 25,881 shares; 2024Q4: 25,476 shares; 2025Q1: 24,047 shares; 2025Q2: 23,979 shares; 2025Q3: 23,846 shares; 2025Q4: 24,081 shares; 2026Q1: 48,225 shares; 2026Q2: 47,126 shares 47,126 $7.85M 0.03% -1,099 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: 102,238 shares; 2024Q4: 98,139 shares; 2025Q1: 97,463 shares; 2025Q2: 99,923 shares; 2025Q3: 102,545 shares; 2025Q4: 85,925 shares; 2026Q1: 83,264 shares; 2026Q2: 70,053 shares 70,053 $7.69M 0.03% -13,211 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: 251,708 shares; 2024Q4: 216,451 shares; 2025Q1: 337,409 shares; 2025Q2: 367,860 shares; 2025Q3: 333,272 shares; 2025Q4: 305,533 shares; 2026Q1: 311,526 shares; 2026Q2: 312,815 shares 312,815 $7.68M 0.03% +1,289 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: 29,995 shares; 2024Q4: 29,892 shares; 2025Q1: 30,923 shares; 2025Q2: 29,695 shares; 2025Q3: 29,728 shares; 2025Q4: 46,910 shares; 2026Q1: 53,097 shares; 2026Q2: 52,805 shares 52,805 $7.64M 0.03% -292 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,950 shares; 2024Q4: 27,784 shares; 2025Q1: 30,206 shares; 2025Q2: 47,079 shares; 2025Q3: 45,509 shares; 2025Q4: 39,109 shares; 2026Q1: 41,345 shares; 2026Q2: 37,764 shares 37,764 $7.6M 0.03% -3,581 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,731 shares; 2024Q4: 71,898 shares; 2025Q1: 68,023 shares; 2025Q2: 50,838 shares; 2025Q3: 48,922 shares; 2025Q4: 46,115 shares; 2026Q1: 44,126 shares; 2026Q2: 38,983 shares 38,983 $7.53M 0.03% -5,143 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,681 shares; 2024Q4: 27,586 shares; 2025Q1: 25,467 shares; 2025Q2: 26,699 shares; 2025Q3: 28,598 shares; 2025Q4: 25,783 shares; 2026Q1: 22,734 shares; 2026Q2: 22,489 shares 22,489 $7.49M 0.03% -245 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: 69,895 shares; 2024Q4: 75,167 shares; 2025Q1: 73,527 shares; 2025Q2: 69,600 shares; 2025Q3: 65,467 shares; 2025Q4: 131,927 shares; 2026Q1: 143,448 shares; 2026Q2: 140,399 shares 140,399 $7.46M 0.03% -3,049 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: 96,189 shares; 2024Q4: 95,823 shares; 2025Q1: 92,568 shares; 2025Q2: 90,230 shares; 2025Q3: 89,357 shares; 2025Q4: 87,502 shares; 2026Q1: 78,856 shares; 2026Q2: 75,599 shares 75,599 $7.43M 0.03% -3,257 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: 20,735 shares; 2024Q4: 20,323 shares; 2025Q1: 20,387 shares; 2025Q2: 20,509 shares; 2025Q3: 19,332 shares; 2025Q4: 19,343 shares; 2026Q1: 20,807 shares; 2026Q2: 21,408 shares 21,408 $7.37M 0.03% +601 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: 19,445 shares; 2024Q4: 25,482 shares; 2025Q1: 48,970 shares; 2025Q2: 55,994 shares; 2025Q3: 55,414 shares; 2025Q4: 118,963 shares; 2026Q1: 197,564 shares; 2026Q2: 273,564 shares 273,564 $7.25M 0.03% +76,000 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: 21,398 shares; 2024Q4: 21,017 shares; 2025Q1: 20,941 shares; 2025Q2: 22,134 shares; 2025Q3: 21,472 shares; 2025Q4: 19,487 shares; 2026Q1: 23,284 shares; 2026Q2: 22,766 shares 22,766 $7.13M 0.03% -518 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,350 shares; 2024Q4: 38,421 shares; 2025Q1: 48,166 shares; 2025Q2: 43,810 shares; 2025Q3: 41,270 shares; 2025Q4: 168,601 shares; 2026Q1: 60,075 shares; 2026Q2: 66,747 shares 66,747 $7.08M 0.03% +6,672 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: 4,070 shares; 2024Q4: 4,073 shares; 2025Q1: 4,021 shares; 2025Q2: 4,021 shares; 2025Q3: 6,658 shares; 2025Q4: 6,690 shares; 2026Q1: 7,080 shares; 2026Q2: 7,283 shares 7,283 $7.03M 0.03% +203 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: 49,290 shares; 2024Q4: 49,895 shares; 2025Q1: 49,808 shares; 2025Q2: 46,737 shares; 2025Q3: 48,100 shares; 2025Q4: 46,985 shares; 2026Q1: 151,284 shares; 2026Q2: 149,817 shares 149,817 $6.98M 0.03% -1,467 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: 92,588 shares; 2024Q4: 95,407 shares; 2025Q1: 90,270 shares; 2025Q2: 98,126 shares; 2025Q3: 98,874 shares; 2025Q4: 105,704 shares; 2026Q1: 143,951 shares; 2026Q2: 129,771 shares 129,771 $6.96M 0.03% -14,180 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: 51,865 shares; 2024Q4: 51,954 shares; 2025Q1: 58,348 shares; 2025Q2: 57,468 shares; 2025Q3: 57,741 shares; 2025Q4: 58,116 shares; 2026Q1: 60,249 shares; 2026Q2: 60,564 shares 60,564 $6.92M 0.03% +315 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: 49,432 shares; 2024Q4: 48,491 shares; 2025Q1: 47,385 shares; 2025Q2: 42,234 shares; 2025Q3: 41,242 shares; 2025Q4: 41,295 shares; 2026Q1: 39,929 shares; 2026Q2: 40,477 shares 40,477 $6.88M 0.03% +548 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: 19,213 shares; 2024Q4: 20,820 shares; 2025Q1: 19,687 shares; 2025Q2: 19,472 shares; 2025Q3: 20,689 shares; 2025Q4: 19,785 shares; 2026Q1: 24,986 shares; 2026Q2: 23,673 shares 23,673 $6.88M 0.03% -1,313 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: 122,595 shares; 2024Q4: 122,908 shares; 2025Q1: 126,386 shares; 2025Q2: 121,125 shares; 2025Q3: 128,824 shares; 2025Q4: 131,531 shares; 2026Q1: 201,834 shares; 2026Q2: 215,172 shares 215,172 $6.88M 0.03% +13,338 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: 22,507 shares; 2024Q4: 22,597 shares; 2025Q1: 19,692 shares; 2025Q2: 21,856 shares; 2025Q3: 21,745 shares; 2025Q4: 18,729 shares; 2026Q1: 24,521 shares; 2026Q2: 24,299 shares 24,299 $6.88M 0.03% -222 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,983 shares; 2024Q4: 85,733 shares; 2025Q1: 80,650 shares; 2025Q2: 79,632 shares; 2025Q3: 80,146 shares; 2025Q4: 79,537 shares; 2026Q1: 79,529 shares; 2026Q2: 77,291 shares 77,291 $6.82M 0.03% -2,238 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: 24,879 shares; 2024Q4: 23,717 shares; 2025Q1: 23,390 shares; 2025Q2: 22,890 shares; 2025Q3: 18,650 shares; 2025Q4: 18,595 shares; 2026Q1: 19,535 shares; 2026Q2: 19,641 shares 19,641 $6.75M 0.03% +106 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,540 shares; 2024Q4: 7,582 shares; 2025Q1: 7,582 shares; 2025Q2: 7,582 shares; 2025Q3: 7,582 shares; 2025Q4: 10,660 shares; 2026Q1: 63,255 shares; 2026Q2: 70,326 shares 70,326 $6.71M 0.03% +7,071 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: 21,345 shares; 2024Q4: 22,194 shares; 2025Q1: 22,400 shares; 2025Q2: 16,082 shares; 2025Q3: 16,017 shares; 2025Q4: 15,825 shares; 2026Q1: 6,946 shares; 2026Q2: 3,205 shares 3,205 $6.67M 0.03% -3,741 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,166 shares; 2024Q4: 10,198 shares; 2025Q1: 14,440 shares; 2025Q2: 15,072 shares; 2025Q3: 15,636 shares; 2025Q4: 18,054 shares; 2026Q1: 32,875 shares; 2026Q2: 70,321 shares 70,321 $6.65M 0.03% +37,446 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,281 shares; 2024Q4: 150,323 shares; 2025Q1: 148,380 shares; 2025Q2: 137,297 shares; 2025Q3: 137,297 shares; 2025Q4: 137,297 shares; 2026Q1: 137,897 shares; 2026Q2: 137,952 shares 137,952 $6.58M 0.03% +55 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,818 shares; 2024Q4: 159,902 shares; 2025Q1: 127,689 shares; 2025Q2: 118,824 shares; 2025Q3: 113,740 shares; 2025Q4: 110,794 shares; 2026Q1: 103,963 shares; 2026Q2: 90,217 shares 90,217 $6.47M 0.03% -13,746 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,864 shares; 2024Q4: 6,876 shares; 2025Q1: 6,900 shares; 2025Q2: 7,193 shares; 2025Q3: 7,128 shares; 2025Q4: 7,070 shares; 2026Q1: 35,112 shares; 2026Q2: 34,216 shares 34,216 $6.46M 0.03% -896 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: 10,401 shares; 2024Q4: 10,273 shares; 2025Q1: 10,293 shares; 2025Q2: 28,847 shares; 2025Q3: 28,926 shares; 2025Q4: 25,100 shares; 2026Q1: 24,754 shares; 2026Q2: 26,233 shares 26,233 $6.43M 0.03% +1,479 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,861 shares; 2024Q4: 19,711 shares; 2025Q1: 18,553 shares; 2025Q2: 18,425 shares; 2025Q3: 17,115 shares; 2025Q4: 17,327 shares; 2026Q1: 172,926 shares; 2026Q2: 168,347 shares 168,347 $6.41M 0.03% -4,579 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: 19,480 shares; 2024Q4: 19,265 shares; 2025Q1: 19,855 shares; 2025Q2: 18,888 shares; 2025Q3: 18,798 shares; 2025Q4: 18,434 shares; 2026Q1: 19,432 shares; 2026Q2: 19,193 shares 19,193 $6.37M 0.03% -239 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,785 shares; 2024Q4: 89,147 shares; 2025Q1: 91,487 shares; 2025Q2: 84,750 shares; 2025Q3: 80,696 shares; 2025Q4: 70,219 shares; 2026Q1: 62,848 shares; 2026Q2: 56,227 shares 56,227 $6.29M 0.03% -6,621 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: 22,990 shares; 2024Q4: 23,389 shares; 2025Q1: 23,121 shares; 2025Q2: 23,178 shares; 2025Q3: 23,545 shares; 2025Q4: 24,919 shares; 2026Q1: 25,103 shares; 2026Q2: 25,262 shares 25,262 $6.14M 0.03% +159 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: 47,916 shares; 2024Q4: 49,016 shares; 2025Q1: 48,474 shares; 2025Q2: 46,558 shares; 2025Q3: 48,468 shares; 2025Q4: 46,615 shares; 2026Q1: 93,077 shares; 2026Q2: 49,227 shares 49,227 $6.13M 0.03% -43,850 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,168 shares; 2024Q4: 17,672 shares; 2025Q1: 18,081 shares; 2025Q2: 16,190 shares; 2025Q3: 17,101 shares; 2025Q4: 15,741 shares; 2026Q1: 34,344 shares; 2026Q2: 36,835 shares 36,835 $6.03M 0.03% +2,491 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,172 shares; 2026Q2: 65,517 shares 65,517 $5.98M 0.03% +6,345 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: 45,329 shares; 2024Q4: 135,987 shares; 2025Q1: 134,962 shares; 2025Q2: 135,058 shares; 2025Q3: 132,144 shares; 2025Q4: 137,349 shares; 2026Q1: 199,241 shares; 2026Q2: 200,409 shares 200,409 $5.9M 0.03% +1,168 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,082 shares; 2024Q4: 122,032 shares; 2025Q1: 48,439 shares; 2025Q2: 47,447 shares; 2025Q3: 41,553 shares; 2025Q4: 36,508 shares; 2026Q1: 33,999 shares; 2026Q2: 38,182 shares 38,182 $5.89M 0.03% +4,183 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: 5,825 shares; 2024Q4: 6,130 shares; 2025Q1: 5,255 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,387 shares; 2026Q1: 73,468 shares; 2026Q2: 73,931 shares 73,931 $5.84M 0.03% +463 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,331 shares; 2024Q4: 20,655 shares; 2025Q1: 19,293 shares; 2025Q2: 19,530 shares; 2025Q3: 21,304 shares; 2025Q4: 23,482 shares; 2026Q1: 27,063 shares; 2026Q2: 25,712 shares 25,712 $5.84M 0.03% -1,351 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,463 shares; 2025Q2: 6,112 shares; 2025Q3: 6,021 shares; 2025Q4: 6,021 shares; 2026Q1: 92,758 shares; 2026Q2: 107,647 shares 107,647 $5.82M 0.03% +14,889 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: 2,258 shares; 2024Q4: 20,755 shares; 2025Q1: 26,532 shares; 2025Q2: 23,161 shares; 2025Q3: 23,567 shares; 2025Q4: 20,868 shares; 2026Q1: 20,411 shares; 2026Q2: 22,203 shares 22,203 $5.78M 0.03% +1,792 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,876 shares; 2024Q4: 72,043 shares; 2025Q1: 67,774 shares; 2025Q2: 77,447 shares; 2025Q3: 77,180 shares; 2025Q4: 61,536 shares; 2026Q1: 61,259 shares; 2026Q2: 61,166 shares 61,166 $5.76M 0.03% -93 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,142 shares; 2024Q4: 45,962 shares; 2025Q1: 60,642 shares; 2025Q2: 66,142 shares; 2025Q3: 76,757 shares; 2025Q4: 160,927 shares; 2026Q1: 323,794 shares; 2026Q2: 411,474 shares 411,474 $5.69M 0.02% +87,680 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: 11,580 shares; 2024Q4: 12,388 shares; 2025Q1: 5,673 shares; 2025Q2: 5,760 shares; 2025Q3: 5,628 shares; 2025Q4: 7,806 shares; 2026Q1: 9,007 shares; 2026Q2: 10,633 shares 10,633 $5.6M 0.02% +1,626 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: 1,308 shares; 2024Q4: 1,211 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,187 shares; 2025Q4: 1,109 shares; 2026Q1: 2,677 shares; 2026Q2: 2,818 shares 2,818 $5.59M 0.02% +141 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 284,726 shares; 2026Q2: 284,112 shares 284,112 $5.58M 0.02% -614 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: not reported; 2026Q1: 50,184 shares; 2026Q2: 57,495 shares 57,495 $5.55M 0.02% +7,311 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: 11,769 shares; 2024Q4: 10,733 shares; 2025Q1: 9,859 shares; 2025Q2: 9,529 shares; 2025Q3: 9,867 shares; 2025Q4: 10,145 shares; 2026Q1: 11,677 shares; 2026Q2: 11,996 shares 11,996 $5.51M 0.02% +319 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,597 shares; 2024Q4: 20,528 shares; 2025Q1: 20,778 shares; 2025Q2: 20,933 shares; 2025Q3: 21,463 shares; 2025Q4: 21,687 shares; 2026Q1: 19,601 shares; 2026Q2: 24,420 shares 24,420 $5.46M 0.02% +4,819 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,240 shares; 2024Q4: 62,696 shares; 2025Q1: 59,000 shares; 2025Q2: 40,298 shares; 2025Q3: 40,094 shares; 2025Q4: 36,058 shares; 2026Q1: 38,548 shares; 2026Q2: 36,024 shares 36,024 $5.45M 0.02% -2,524 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: 54,525 shares; 2024Q4: 54,138 shares; 2025Q1: 53,900 shares; 2025Q2: 53,712 shares; 2025Q3: 53,673 shares; 2025Q4: 53,734 shares; 2026Q1: 55,042 shares; 2026Q2: 59,303 shares 59,303 $5.44M 0.02% +4,261 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,382 shares; 2024Q4: 60,794 shares; 2025Q1: 57,964 shares; 2025Q2: 58,040 shares; 2025Q3: 58,226 shares; 2025Q4: 56,599 shares; 2026Q1: 59,313 shares; 2026Q2: 57,875 shares 57,875 $5.37M 0.02% -1,438 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: 13,502 shares; 2024Q4: 13,502 shares; 2025Q1: 13,502 shares; 2025Q2: 12,304 shares; 2025Q3: 11,969 shares; 2025Q4: 12,091 shares; 2026Q1: 55,650 shares; 2026Q2: 63,548 shares 63,548 $5.23M 0.02% +7,898 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: 61,647 shares; 2024Q4: 59,006 shares; 2025Q1: 56,260 shares; 2025Q2: 54,455 shares; 2025Q3: 55,268 shares; 2025Q4: 52,944 shares; 2026Q1: 61,687 shares; 2026Q2: 61,497 shares 61,497 $5.21M 0.02% -190 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,350 shares; 2024Q4: 149,145 shares; 2025Q1: 151,295 shares; 2025Q2: 149,872 shares; 2025Q3: 150,142 shares; 2025Q4: 150,502 shares; 2026Q1: 109,037 shares; 2026Q2: 100,180 shares 100,180 $5.19M 0.02% -8,857 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: 9,164 shares; 2024Q4: 9,604 shares; 2025Q1: 43,824 shares; 2025Q2: 47,574 shares; 2025Q3: 34,995 shares; 2025Q4: 35,195 shares; 2026Q1: 36,796 shares; 2026Q2: 60,574 shares 60,574 $5.18M 0.02% +23,778 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: 29,849 shares; 2024Q4: 29,699 shares; 2025Q1: 27,759 shares; 2025Q2: 27,967 shares; 2025Q3: 27,899 shares; 2025Q4: 27,224 shares; 2026Q1: 49,677 shares; 2026Q2: 47,344 shares 47,344 $5.16M 0.02% -2,333 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,743 shares; 2024Q4: 93,322 shares; 2025Q1: 94,634 shares; 2025Q2: 97,237 shares; 2025Q3: 95,459 shares; 2025Q4: 90,247 shares; 2026Q1: 86,282 shares; 2026Q2: 89,839 shares 89,839 $5.14M 0.02% +3,557 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,799 shares; 2024Q4: 153,422 shares; 2025Q1: 136,168 shares; 2025Q2: 127,667 shares; 2025Q3: 131,612 shares; 2025Q4: 113,145 shares; 2026Q1: 243,382 shares; 2026Q2: 123,201 shares 123,201 $5.14M 0.02% -120,181 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: 78,285 shares; 2024Q4: 74,297 shares; 2025Q1: 72,785 shares; 2025Q2: 137,785 shares; 2025Q3: 134,028 shares; 2025Q4: 115,822 shares; 2026Q1: 113,311 shares; 2026Q2: 106,620 shares 106,620 $5.12M 0.02% -6,691 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: 14,991 shares; 2024Q4: 15,754 shares; 2025Q1: 13,462 shares; 2025Q2: 12,226 shares; 2025Q3: 15,807 shares; 2025Q4: 38,022 shares; 2026Q1: 42,389 shares; 2026Q2: 43,601 shares 43,601 $5.11M 0.02% +1,212 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: 30,769 shares; 2024Q4: 32,683 shares; 2025Q1: 6,598 shares; 2025Q2: 6,583 shares; 2025Q3: 6,843 shares; 2025Q4: 7,252 shares; 2026Q1: 7,768 shares; 2026Q2: 10,568 shares 10,568 $5.11M 0.02% +2,800 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,311 shares; 2024Q4: 41,460 shares; 2025Q1: 42,360 shares; 2025Q2: 41,805 shares; 2025Q3: 40,953 shares; 2025Q4: 40,814 shares; 2026Q1: 47,037 shares; 2026Q2: 46,682 shares 46,682 $5.11M 0.02% -355 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 45,819 shares; 2025Q4: 50,014 shares; 2026Q1: 60,329 shares; 2026Q2: 75,696 shares 75,696 $5.03M 0.02% +15,367 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: 43,678 shares; 2024Q4: 38,064 shares; 2025Q1: 44,740 shares; 2025Q2: 46,787 shares; 2025Q3: 47,577 shares; 2025Q4: 50,017 shares; 2026Q1: 52,163 shares; 2026Q2: 52,625 shares 52,625 $4.98M 0.02% +462 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,637 shares; 2024Q4: 21,232 shares; 2025Q1: 23,813 shares; 2025Q2: 21,785 shares; 2025Q3: 22,143 shares; 2025Q4: 22,604 shares; 2026Q1: 32,030 shares; 2026Q2: 31,461 shares 31,461 $4.93M 0.02% -569 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: 22,984 shares; 2024Q4: 28,661 shares; 2025Q1: 28,031 shares; 2025Q2: 26,794 shares; 2025Q3: 27,099 shares; 2025Q4: 27,488 shares; 2026Q1: 28,252 shares; 2026Q2: 33,702 shares 33,702 $4.92M 0.02% +5,450 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,198 shares; 2024Q4: 88,440 shares; 2025Q1: 93,221 shares; 2025Q2: 50,058 shares; 2025Q3: 47,346 shares; 2025Q4: 43,844 shares; 2026Q1: 46,213 shares; 2026Q2: 42,809 shares 42,809 $4.87M 0.02% -3,404 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 4,371 shares; 2025Q1: 4,330 shares; 2025Q2: 4,330 shares; 2025Q3: 4,630 shares; 2025Q4: 4,807 shares; 2026Q1: 37,827 shares; 2026Q2: 35,858 shares 35,858 $4.81M 0.02% -1,969 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,644 shares; 2024Q4: 65,549 shares; 2025Q1: 63,035 shares; 2025Q2: 61,777 shares; 2025Q3: 60,256 shares; 2025Q4: 59,241 shares; 2026Q1: 66,228 shares; 2026Q2: 66,323 shares 66,323 $4.75M 0.02% +95 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,518 shares; 2026Q2: 119,283 shares 119,283 $4.72M 0.02% +1,765 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: 30,788 shares; 2024Q4: 30,558 shares; 2025Q1: 31,654 shares; 2025Q2: 30,969 shares; 2025Q3: 30,970 shares; 2025Q4: 22,002 shares; 2026Q1: 22,097 shares; 2026Q2: 21,908 shares 21,908 $4.66M 0.02% -189 Timeline VTWG 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: 7,204 shares; 2024Q4: 13,449 shares; 2025Q1: 14,160 shares; 2025Q2: 14,253 shares; 2025Q3: 13,459 shares; 2025Q4: 14,619 shares; 2026Q1: 14,405 shares; 2026Q2: 16,180 shares 16,180 $4.65M 0.02% +1,775 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: 42,086 shares; 2024Q4: 122,812 shares; 2025Q1: 113,002 shares; 2025Q2: 106,524 shares; 2025Q3: 127,678 shares; 2025Q4: 128,154 shares; 2026Q1: 147,260 shares; 2026Q2: 146,476 shares 146,476 $4.64M 0.02% -784 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: 38,669 shares; 2024Q4: 37,762 shares; 2025Q1: 36,686 shares; 2025Q2: 36,541 shares; 2025Q3: 36,367 shares; 2025Q4: 36,094 shares; 2026Q1: 42,438 shares; 2026Q2: 41,811 shares 41,811 $4.63M 0.02% -627 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,922 shares; 2024Q4: 11,826 shares; 2025Q1: 11,100 shares; 2025Q2: 11,770 shares; 2025Q3: 11,493 shares; 2025Q4: 9,034 shares; 2026Q1: 14,456 shares; 2026Q2: 12,321 shares 12,321 $4.62M 0.02% -2,135 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: 11,361 shares; 2024Q4: 11,179 shares; 2025Q1: 10,291 shares; 2025Q2: 10,068 shares; 2025Q3: 10,382 shares; 2025Q4: 11,098 shares; 2026Q1: 12,125 shares; 2026Q2: 12,460 shares 12,460 $4.62M 0.02% +335 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,387 shares; 2024Q4: 26,822 shares; 2025Q1: 28,913 shares; 2025Q2: 37,394 shares; 2025Q3: 39,810 shares; 2025Q4: 39,730 shares; 2026Q1: 41,114 shares; 2026Q2: 39,717 shares 39,717 $4.56M 0.02% -1,397 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,012 shares; 2026Q2: 113,204 shares 113,204 $4.55M 0.02% +31,192 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,519 shares; 2026Q1: 27,367 shares; 2026Q2: 27,578 shares 27,578 $4.5M 0.02% +211 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: 6,715 shares; 2024Q4: 6,804 shares; 2025Q1: 6,778 shares; 2025Q2: 6,153 shares; 2025Q3: 6,210 shares; 2025Q4: 6,270 shares; 2026Q1: 6,448 shares; 2026Q2: 7,131 shares 7,131 $4.45M 0.02% +683 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,361 shares; 2024Q4: 4,361 shares; 2025Q1: 4,702 shares; 2025Q2: 4,977 shares; 2025Q3: 4,955 shares; 2025Q4: 5,180 shares; 2026Q1: 5,962 shares; 2026Q2: 5,867 shares 5,867 $4.45M 0.02% -95 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,236 shares; 2024Q4: 85,226 shares; 2025Q1: 85,698 shares; 2025Q2: 85,700 shares; 2025Q3: 85,289 shares; 2025Q4: 85,250 shares; 2026Q1: 87,853 shares; 2026Q2: 87,675 shares 87,675 $4.38M 0.02% -178 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: 65,302 shares; 2024Q4: 40,594 shares; 2025Q1: 36,953 shares; 2025Q2: 36,447 shares; 2025Q3: 38,841 shares; 2025Q4: 41,109 shares; 2026Q1: 42,459 shares; 2026Q2: 41,815 shares 41,815 $4.33M 0.02% -644 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,379 shares; 2024Q4: 97,902 shares; 2025Q1: 100,118 shares; 2025Q2: 100,431 shares; 2025Q3: 111,404 shares; 2025Q4: 98,294 shares; 2026Q1: 252,514 shares; 2026Q2: 243,851 shares 243,851 $4.32M 0.02% -8,663 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: 29,245 shares; 2024Q4: 28,940 shares; 2025Q1: 25,068 shares; 2025Q2: 28,119 shares; 2025Q3: 28,133 shares; 2025Q4: 21,211 shares; 2026Q1: 26,812 shares; 2026Q2: 27,978 shares 27,978 $4.3M 0.02% +1,166 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,298 shares; 2024Q4: 144,688 shares; 2025Q1: 132,341 shares; 2025Q2: 108,045 shares; 2025Q3: 107,676 shares; 2025Q4: 89,519 shares; 2026Q1: 88,824 shares; 2026Q2: 78,937 shares 78,937 $4.29M 0.02% -9,887 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: 62,716 shares; 2024Q4: 65,320 shares; 2025Q1: 66,342 shares; 2025Q2: 66,010 shares; 2025Q3: 65,515 shares; 2025Q4: 64,211 shares; 2026Q1: 60,259 shares; 2026Q2: 58,839 shares 58,839 $4.25M 0.02% -1,420 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: 9,472 shares; 2024Q4: 9,449 shares; 2025Q1: 9,626 shares; 2025Q2: 43,432 shares; 2025Q3: 44,272 shares; 2025Q4: 26,913 shares; 2026Q1: 25,520 shares; 2026Q2: 26,506 shares 26,506 $4.2M 0.02% +986 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,708 shares; 2024Q4: 41,502 shares; 2025Q1: 38,950 shares; 2025Q2: 38,950 shares; 2025Q3: 38,693 shares; 2025Q4: 29,901 shares; 2026Q1: 29,422 shares; 2026Q2: 29,401 shares 29,401 $4.2M 0.02% -21 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,162 shares; 2026Q2: 53,958 shares 53,958 $4.18M 0.02% +4,796 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: 28,910 shares; 2024Q4: 28,912 shares; 2025Q1: 28,825 shares; 2025Q2: 28,283 shares; 2025Q3: 31,772 shares; 2025Q4: 31,696 shares; 2026Q1: 44,847 shares; 2026Q2: 44,544 shares 44,544 $4.17M 0.02% -303 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: 32,240 shares; 2024Q4: 159,213 shares; 2025Q1: 154,136 shares; 2025Q2: 161,769 shares; 2025Q3: 164,880 shares; 2025Q4: 151,706 shares; 2026Q1: 191,363 shares; 2026Q2: 131,875 shares 131,875 $4.17M 0.02% -59,488 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: 10,141 shares; 2024Q4: 9,068 shares; 2025Q1: 9,072 shares; 2025Q2: 6,892 shares; 2025Q3: 6,911 shares; 2025Q4: 5,528 shares; 2026Q1: 5,265 shares; 2026Q2: 5,009 shares 5,009 $4.16M 0.02% -256 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: 43,441 shares; 2024Q4: 42,416 shares; 2025Q1: 39,878 shares; 2025Q2: 38,456 shares; 2025Q3: 46,034 shares; 2025Q4: 45,828 shares; 2026Q1: 43,851 shares; 2026Q2: 42,642 shares 42,642 $4.11M 0.02% -1,209 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: 10,029 shares; 2024Q4: 10,103 shares; 2025Q1: 10,209 shares; 2025Q2: 8,296 shares; 2025Q3: 13,218 shares; 2025Q4: 10,152 shares; 2026Q1: 10,193 shares; 2026Q2: 9,208 shares 9,208 $4.11M 0.02% -985 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,711 shares; 2025Q1: 1,953 shares; 2025Q2: 2,068 shares; 2025Q3: 2,327 shares; 2025Q4: 2,121 shares; 2026Q1: 2,874 shares; 2026Q2: 3,074 shares 3,074 $4.09M 0.02% +200 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: 11,115 shares; 2024Q4: 11,397 shares; 2025Q1: 9,830 shares; 2025Q2: 9,078 shares; 2025Q3: 8,692 shares; 2025Q4: 8,501 shares; 2026Q1: 12,089 shares; 2026Q2: 10,364 shares 10,364 $4.04M 0.02% -1,725 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: 7,443 shares; 2024Q4: 8,638 shares; 2025Q1: 8,343 shares; 2025Q2: 7,490 shares; 2025Q3: 6,932 shares; 2025Q4: 6,999 shares; 2026Q1: 7,535 shares; 2026Q2: 8,033 shares 8,033 $3.99M 0.02% +498 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: 12,288 shares; 2024Q4: 16,546 shares; 2025Q1: 16,507 shares; 2025Q2: 8,699 shares; 2025Q3: 9,056 shares; 2025Q4: 8,964 shares; 2026Q1: 9,007 shares; 2026Q2: 10,842 shares 10,842 $3.97M 0.02% +1,835 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,672 shares; 2026Q2: 95,986 shares 95,986 $3.96M 0.02% +17,314 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: 44,879 shares; 2024Q4: 43,588 shares; 2025Q1: 43,956 shares; 2025Q2: 42,313 shares; 2025Q3: 45,059 shares; 2025Q4: 44,975 shares; 2026Q1: 51,435 shares; 2026Q2: 48,471 shares 48,471 $3.93M 0.02% -2,964 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,387 shares; 2024Q4: 93,110 shares; 2025Q1: 89,854 shares; 2025Q2: 89,237 shares; 2025Q3: 69,525 shares; 2025Q4: 58,309 shares; 2026Q1: 54,660 shares; 2026Q2: 54,446 shares 54,446 $3.91M 0.02% -214 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: 2,710 shares; 2024Q4: 2,613 shares; 2025Q1: 2,579 shares; 2025Q2: 2,635 shares; 2025Q3: 2,597 shares; 2025Q4: 2,631 shares; 2026Q1: 3,311 shares; 2026Q2: 3,436 shares 3,436 $3.89M 0.02% +125 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,763 shares; 2024Q4: 75,253 shares; 2025Q1: 76,747 shares; 2025Q2: 69,948 shares; 2025Q3: 69,814 shares; 2025Q4: 64,622 shares; 2026Q1: 61,998 shares; 2026Q2: 61,916 shares 61,916 $3.88M 0.02% -82 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,883 shares; 2025Q3: 32,355 shares; 2025Q4: 34,667 shares; 2026Q1: 48,508 shares; 2026Q2: 55,243 shares 55,243 $3.87M 0.02% +6,735 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: 46,111 shares; 2024Q4: 44,646 shares; 2025Q1: 53,809 shares; 2025Q2: 54,536 shares; 2025Q3: 54,816 shares; 2025Q4: 51,549 shares; 2026Q1: 89,549 shares; 2026Q2: 28,242 shares 28,242 $3.87M 0.02% -61,307 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: 101,490 shares; 2024Q4: 97,043 shares; 2025Q1: 93,306 shares; 2025Q2: 83,270 shares; 2025Q3: 90,118 shares; 2025Q4: 81,176 shares; 2026Q1: 79,971 shares; 2026Q2: 77,222 shares 77,222 $3.85M 0.02% -2,749 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: 26,034 shares; 2024Q4: 26,094 shares; 2025Q1: 32,024 shares; 2025Q2: 32,300 shares; 2025Q3: 32,607 shares; 2025Q4: 37,927 shares; 2026Q1: 40,013 shares; 2026Q2: 46,811 shares 46,811 $3.84M 0.02% +6,798 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,639 shares; 2024Q4: 24,644 shares; 2025Q1: 25,479 shares; 2025Q2: 24,259 shares; 2025Q3: 24,597 shares; 2025Q4: 24,854 shares; 2026Q1: 20,626 shares; 2026Q2: 14,698 shares 14,698 $3.84M 0.02% -5,928 Timeline VGLT 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: 70,095 shares; 2024Q4: 70,095 shares; 2025Q1: 70,095 shares; 2025Q2: 69,877 shares; 2025Q3: 71,476 shares; 2025Q4: 70,366 shares; 2026Q1: 70,366 shares; 2026Q2: 68,676 shares 68,676 $3.79M 0.02% -1,690 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: 6,531 shares; 2024Q4: 6,512 shares; 2025Q1: 6,229 shares; 2025Q2: 6,370 shares; 2025Q3: 7,631 shares; 2025Q4: 7,837 shares; 2026Q1: 8,735 shares; 2026Q2: 8,349 shares 8,349 $3.78M 0.02% -386 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,666 shares; 2026Q2: 102,565 shares 102,565 $3.78M 0.02% +83,899 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,370 shares; 2024Q4: 8,845 shares; 2025Q1: 7,855 shares; 2025Q2: 10,970 shares; 2025Q3: 11,580 shares; 2025Q4: 25,246 shares; 2026Q1: 38,410 shares; 2026Q2: 50,140 shares 50,140 $3.77M 0.02% +11,730 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,935 shares; 2026Q2: 96,910 shares 96,910 $3.76M 0.02% -1,025 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,975 shares; 2024Q4: 115,952 shares; 2025Q1: 115,935 shares; 2025Q2: 115,789 shares; 2025Q3: 113,107 shares; 2025Q4: 111,978 shares; 2026Q1: 111,654 shares; 2026Q2: 111,734 shares 111,734 $3.72M 0.02% +80 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,545 shares; 2024Q4: 18,816 shares; 2025Q1: 15,632 shares; 2025Q2: 15,156 shares; 2025Q3: 14,946 shares; 2025Q4: 14,678 shares; 2026Q1: 13,947 shares; 2026Q2: 13,172 shares 13,172 $3.71M 0.02% -775 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: 30,632 shares; 2024Q4: 30,177 shares; 2025Q1: 29,922 shares; 2025Q2: 29,112 shares; 2025Q3: 28,475 shares; 2025Q4: 27,155 shares; 2026Q1: 32,138 shares; 2026Q2: 31,447 shares 31,447 $3.7M 0.02% -691 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,273 shares; 2024Q4: 142,973 shares; 2025Q1: 142,713 shares; 2025Q2: 142,038 shares; 2025Q3: 139,765 shares; 2025Q4: 136,588 shares; 2026Q1: 136,588 shares; 2026Q2: 136,926 shares 136,926 $3.68M 0.02% +338 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: 41,143 shares; 2024Q4: 41,459 shares; 2025Q1: 40,625 shares; 2025Q2: 39,001 shares; 2025Q3: 36,800 shares; 2025Q4: 37,762 shares; 2026Q1: 54,705 shares; 2026Q2: 47,535 shares 47,535 $3.66M 0.02% -7,170 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,389 shares; 2024Q4: 7,743 shares; 2025Q1: 7,793 shares; 2025Q2: 45,658 shares; 2025Q3: 45,410 shares; 2025Q4: 50,627 shares; 2026Q1: 64,153 shares; 2026Q2: 72,443 shares 72,443 $3.66M 0.02% +8,290 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,079 shares; 2024Q4: 29,100 shares; 2025Q1: 28,281 shares; 2025Q2: 27,990 shares; 2025Q3: 27,731 shares; 2025Q4: 27,531 shares; 2026Q1: 26,522 shares; 2026Q2: 26,471 shares 26,471 $3.65M 0.02% -51 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: 40,748 shares; 2024Q4: 43,748 shares; 2025Q1: 36,995 shares; 2025Q2: 41,235 shares; 2025Q3: 140,348 shares; 2025Q4: 138,425 shares; 2026Q1: 70,479 shares; 2026Q2: 47,628 shares 47,628 $3.65M 0.02% -22,851 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,602 shares; 2024Q4: 35,741 shares; 2025Q1: 36,104 shares; 2025Q2: 33,022 shares; 2025Q3: 35,105 shares; 2025Q4: 35,014 shares; 2026Q1: 37,840 shares; 2026Q2: 42,162 shares 42,162 $3.64M 0.02% +4,322 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: 24,928 shares; 2024Q4: 21,666 shares; 2025Q1: 19,301 shares; 2025Q2: 16,878 shares; 2025Q3: 16,473 shares; 2025Q4: 13,565 shares; 2026Q1: 15,262 shares; 2026Q2: 14,555 shares 14,555 $3.64M 0.02% -707 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: 5,687 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 15,092 shares; 2025Q3: 15,092 shares; 2025Q4: 8,711 shares; 2026Q1: 8,142 shares; 2026Q2: 9,042 shares 9,042 $3.63M 0.02% +900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,180 shares; 2026Q2: 11,939 shares 11,939 $3.62M 0.02% -2,241 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,119 shares; 2024Q4: 51,955 shares; 2025Q1: 49,751 shares; 2025Q2: 48,274 shares; 2025Q3: 48,274 shares; 2025Q4: 44,951 shares; 2026Q1: 42,389 shares; 2026Q2: 41,691 shares 41,691 $3.61M 0.02% -698 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,632 shares; 2024Q4: 173,632 shares; 2025Q1: 172,810 shares; 2025Q2: 167,419 shares; 2025Q3: 168,887 shares; 2025Q4: 167,619 shares; 2026Q1: 166,569 shares; 2026Q2: 166,257 shares 166,257 $3.56M 0.02% -312 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: 34,915 shares; 2024Q4: 32,930 shares; 2025Q1: 31,631 shares; 2025Q2: 28,673 shares; 2025Q3: 28,181 shares; 2025Q4: 28,313 shares; 2026Q1: 32,616 shares; 2026Q2: 31,687 shares 31,687 $3.54M 0.02% -929 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,199 shares; 2024Q4: 24,633 shares; 2025Q1: 24,529 shares; 2025Q2: 23,949 shares; 2025Q3: 24,406 shares; 2025Q4: 24,591 shares; 2026Q1: 27,081 shares; 2026Q2: 26,854 shares 26,854 $3.53M 0.02% -227 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,902 shares; 2024Q4: 28,721 shares; 2025Q1: 24,005 shares; 2025Q2: 23,241 shares; 2025Q3: 23,009 shares; 2025Q4: 30,532 shares; 2026Q1: 30,281 shares; 2026Q2: 46,175 shares 46,175 $3.53M 0.02% +15,894 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 4,377 shares; 2025Q1: 4,446 shares; 2025Q2: 4,533 shares; 2025Q3: 4,741 shares; 2025Q4: 10,761 shares; 2026Q1: 10,397 shares; 2026Q2: 53,150 shares 53,150 $3.5M 0.02% +42,753 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 858,840 shares; 2025Q1: 980,424 shares; 2025Q2: 987,208 shares; 2025Q3: 1,000,483 shares; 2025Q4: 849,937 shares; 2026Q1: 232,429 shares; 2026Q2: 125,430 shares 125,430 $3.49M 0.02% -106,999 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: 3,459 shares; 2024Q4: 3,459 shares; 2025Q1: 4,079 shares; 2025Q2: 3,417 shares; 2025Q3: 3,088 shares; 2025Q4: 2,988 shares; 2026Q1: 23,636 shares; 2026Q2: 22,778 shares 22,778 $3.47M 0.02% -858 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,537 shares; 2024Q4: 16,694 shares; 2025Q1: 16,763 shares; 2025Q2: 16,259 shares; 2025Q3: 16,218 shares; 2025Q4: 16,222 shares; 2026Q1: 18,650 shares; 2026Q2: 17,817 shares 17,817 $3.46M 0.02% -833 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,132 shares; 2024Q4: 83,867 shares; 2025Q1: 72,147 shares; 2025Q2: 75,007 shares; 2025Q3: 79,994 shares; 2025Q4: 78,059 shares; 2026Q1: 79,230 shares; 2026Q2: 83,205 shares 83,205 $3.45M 0.02% +3,975 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,073 shares 35,073 $3.44M 0.02% new 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: 31,543 shares; 2024Q4: 27,671 shares; 2025Q1: 26,336 shares; 2025Q2: 26,624 shares; 2025Q3: 27,886 shares; 2025Q4: 28,093 shares; 2026Q1: 36,436 shares; 2026Q2: 36,593 shares 36,593 $3.42M 0.02% +157 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,194 shares; 2024Q4: 22,702 shares; 2025Q1: 22,559 shares; 2025Q2: 22,492 shares; 2025Q3: 22,328 shares; 2025Q4: 22,076 shares; 2026Q1: 22,823 shares; 2026Q2: 22,414 shares 22,414 $3.42M 0.01% -409 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,572 shares; 2026Q2: 42,311 shares 42,311 $3.4M 0.01% +24,739 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,302 shares; 2024Q4: 149,388 shares; 2025Q1: 128,329 shares; 2025Q2: 122,650 shares; 2025Q3: 117,881 shares; 2025Q4: 106,410 shares; 2026Q1: 108,063 shares; 2026Q2: 96,410 shares 96,410 $3.36M 0.01% -11,653 Timeline PHO 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: 87,190 shares; 2024Q4: 62,115 shares; 2025Q1: 61,115 shares; 2025Q2: 61,065 shares; 2025Q3: 60,644 shares; 2025Q4: 60,007 shares; 2026Q1: 55,822 shares; 2026Q2: 47,762 shares 47,762 $3.3M 0.01% -8,060 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,278 shares; 2024Q4: 5,270 shares; 2025Q1: 5,237 shares; 2025Q2: 5,287 shares; 2025Q3: 4,741 shares; 2025Q4: 4,713 shares; 2026Q1: 27,144 shares; 2026Q2: 27,323 shares 27,323 $3.26M 0.01% +179 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,706 shares; 2024Q4: 3,734 shares; 2025Q1: 3,623 shares; 2025Q2: 3,592 shares; 2025Q3: 3,521 shares; 2025Q4: 3,407 shares; 2026Q1: 3,551 shares; 2026Q2: 3,099 shares 3,099 $3.23M 0.01% -452 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,518 shares; 2024Q4: 28,488 shares; 2025Q1: 29,011 shares; 2025Q2: 27,414 shares; 2025Q3: 27,733 shares; 2025Q4: 20,954 shares; 2026Q1: 16,551 shares; 2026Q2: 20,502 shares 20,502 $3.2M 0.01% +3,951 Timeline GMF 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: 21,509 shares; 2024Q4: 21,469 shares; 2025Q1: 20,953 shares; 2025Q2: 20,953 shares; 2025Q3: 20,766 shares; 2025Q4: 20,456 shares; 2026Q1: 20,294 shares; 2026Q2: 20,294 shares 20,294 $3.19M 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,805 shares; 2024Q4: 32,399 shares; 2025Q1: 33,402 shares; 2025Q2: 14,121 shares; 2025Q3: 14,504 shares; 2025Q4: 13,610 shares; 2026Q1: 14,033 shares; 2026Q2: 11,342 shares 11,342 $3.18M 0.01% -2,691 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,377 shares; 2024Q4: 74,991 shares; 2025Q1: 74,514 shares; 2025Q2: 72,023 shares; 2025Q3: 71,687 shares; 2025Q4: 71,677 shares; 2026Q1: 71,220 shares; 2026Q2: 71,204 shares 71,204 $3.14M 0.01% -16 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: 13,783 shares; 2024Q4: 13,545 shares; 2025Q1: 12,860 shares; 2025Q2: 13,030 shares; 2025Q3: 12,754 shares; 2025Q4: 13,000 shares; 2026Q1: 17,020 shares; 2026Q2: 16,885 shares 16,885 $3.13M 0.01% -135 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,250 shares; 2024Q4: 31,295 shares; 2025Q1: 28,648 shares; 2025Q2: 27,899 shares; 2025Q3: 28,939 shares; 2025Q4: 29,254 shares; 2026Q1: 33,540 shares; 2026Q2: 34,501 shares 34,501 $3.12M 0.01% +961 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,765 shares; 2024Q4: 8,728 shares; 2025Q1: 204,892 shares; 2025Q2: 278,909 shares; 2025Q3: 276,388 shares; 2025Q4: 50,448 shares; 2026Q1: 45,053 shares; 2026Q2: 36,990 shares 36,990 $3.11M 0.01% -8,063 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: 126,863 shares; 2024Q4: 101,313 shares; 2025Q1: 90,785 shares; 2025Q2: 76,221 shares; 2025Q3: 75,898 shares; 2025Q4: 68,926 shares; 2026Q1: 79,392 shares; 2026Q2: 75,839 shares 75,839 $3.11M 0.01% -3,553 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,605 shares; 2024Q4: 52,707 shares; 2025Q1: 58,566 shares; 2025Q2: 47,148 shares; 2025Q3: 55,794 shares; 2025Q4: 54,081 shares; 2026Q1: 65,699 shares; 2026Q2: 66,931 shares 66,931 $3.11M 0.01% +1,232 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 14,064 shares; 2025Q1: 13,242 shares; 2025Q2: 11,567 shares; 2025Q3: 11,559 shares; 2025Q4: 9,188 shares; 2026Q1: 10,544 shares; 2026Q2: 8,723 shares 8,723 $3.11M 0.01% -1,821 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,617 shares; 2024Q4: 26,616 shares; 2025Q1: 25,586 shares; 2025Q2: 19,687 shares; 2025Q3: 18,366 shares; 2025Q4: 18,284 shares; 2026Q1: 19,099 shares; 2026Q2: 18,859 shares 18,859 $3.07M 0.01% -240 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,832 shares; 2024Q4: 21,418 shares; 2025Q1: 21,140 shares; 2025Q2: 28,222 shares; 2025Q3: 28,496 shares; 2025Q4: 28,609 shares; 2026Q1: 27,577 shares; 2026Q2: 32,432 shares 32,432 $3.07M 0.01% +4,855 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,549 shares; 2024Q4: 41,643 shares; 2025Q1: 39,174 shares; 2025Q2: 37,770 shares; 2025Q3: 35,428 shares; 2025Q4: 35,131 shares; 2026Q1: 38,947 shares; 2026Q2: 37,389 shares 37,389 $3.07M 0.01% -1,558 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,202 shares; 2024Q4: 26,459 shares; 2025Q1: 26,295 shares; 2025Q2: 29,388 shares; 2025Q3: 29,107 shares; 2025Q4: 27,884 shares; 2026Q1: 28,378 shares; 2026Q2: 25,452 shares 25,452 $3.06M 0.01% -2,926 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: 14,943 shares; 2024Q4: 14,943 shares; 2025Q1: 14,943 shares; 2025Q2: 15,436 shares; 2025Q3: 15,625 shares; 2025Q4: 15,617 shares; 2026Q1: 25,947 shares; 2026Q2: 25,602 shares 25,602 $3.05M 0.01% -345 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,401 shares; 2024Q4: 45,801 shares; 2025Q1: 47,301 shares; 2025Q2: 47,506 shares; 2025Q3: 48,356 shares; 2025Q4: 48,151 shares; 2026Q1: 49,253 shares; 2026Q2: 51,253 shares 51,253 $3.03M 0.01% +2,000 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,906 shares; 2024Q4: 14,770 shares; 2025Q1: 13,636 shares; 2025Q2: 12,275 shares; 2025Q3: 12,142 shares; 2025Q4: 12,123 shares; 2026Q1: 26,767 shares; 2026Q2: 25,921 shares 25,921 $3.02M 0.01% -846 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,813 shares; 2024Q4: 26,645 shares; 2025Q1: 30,245 shares; 2025Q2: 30,838 shares; 2025Q3: 39,982 shares; 2025Q4: 31,623 shares; 2026Q1: 31,632 shares; 2026Q2: 31,485 shares 31,485 $3M 0.01% -147 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,592 shares; 2024Q4: 40,049 shares; 2025Q1: 40,331 shares; 2025Q2: 33,112 shares; 2025Q3: 25,717 shares; 2025Q4: 25,321 shares; 2026Q1: 51,218 shares; 2026Q2: 52,975 shares 52,975 $2.99M 0.01% +1,757 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,911 shares; 2024Q4: 20,291 shares; 2025Q1: 20,091 shares; 2025Q2: 20,091 shares; 2025Q3: 20,209 shares; 2025Q4: 20,023 shares; 2026Q1: 20,423 shares; 2026Q2: 20,298 shares 20,298 $2.98M 0.01% -125 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: 25,235 shares; 2024Q4: 25,584 shares; 2025Q1: 25,507 shares; 2025Q2: 22,567 shares; 2025Q3: 21,605 shares; 2025Q4: 20,735 shares; 2026Q1: 21,212 shares; 2026Q2: 20,061 shares 20,061 $2.96M 0.01% -1,151 Timeline CMRC COMMERCE.COM INC More: the full row for COMMERCE.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares; 2025Q3: 608,841 shares; 2025Q4: 566,591 shares; 2026Q1: 1,000,000 shares; 2026Q2: 1,000,000 shares 1,000,000 $2.96M 0.01% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,050 shares; 2025Q2: 6,515 shares; 2025Q3: 20,685 shares; 2025Q4: 33,131 shares; 2026Q1: 34,238 shares; 2026Q2: 68,825 shares 68,825 $2.95M 0.01% +34,587 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: 16,344 shares; 2024Q4: 12,184 shares; 2025Q1: 12,193 shares; 2025Q2: 12,532 shares; 2025Q3: 12,626 shares; 2025Q4: 12,607 shares; 2026Q1: 12,610 shares; 2026Q2: 13,214 shares 13,214 $2.94M 0.01% +604 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: 90,235 shares; 2024Q4: 89,054 shares; 2025Q1: 83,775 shares; 2025Q2: 71,845 shares; 2025Q3: 99,697 shares; 2025Q4: 74,345 shares; 2026Q1: 62,778 shares; 2026Q2: 45,812 shares 45,812 $2.94M 0.01% -16,966 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,487 shares; 2024Q4: 6,643 shares; 2025Q1: 6,859 shares; 2025Q2: 6,930 shares; 2025Q3: 6,930 shares; 2025Q4: 7,339 shares; 2026Q1: 36,061 shares; 2026Q2: 36,398 shares 36,398 $2.91M 0.01% +337 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 7,745 shares; 2026Q1: 7,049 shares; 2026Q2: 6,930 shares 6,930 $2.88M 0.01% -119 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,938 shares; 2024Q4: 26,446 shares; 2025Q1: 26,042 shares; 2025Q2: 25,907 shares; 2025Q3: 24,811 shares; 2025Q4: 24,811 shares; 2026Q1: 24,241 shares; 2026Q2: 23,954 shares 23,954 $2.86M 0.01% -287 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: 4,522 shares; 2024Q4: 4,502 shares; 2025Q1: 4,557 shares; 2025Q2: 4,536 shares; 2025Q3: 4,531 shares; 2025Q4: 10,533 shares; 2026Q1: 9,480 shares; 2026Q2: 9,461 shares 9,461 $2.85M 0.01% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,699 shares; 2026Q1: 21,910 shares; 2026Q2: 30,828 shares 30,828 $2.83M 0.01% +8,918 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 5,598 shares; 2025Q1: 6,040 shares; 2025Q2: 6,478 shares; 2025Q3: 5,409 shares; 2025Q4: 6,378 shares; 2026Q1: 30,212 shares; 2026Q2: 29,758 shares 29,758 $2.82M 0.01% -454 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,280 shares; 2025Q2: 18,280 shares; 2025Q3: 18,280 shares; 2025Q4: 18,280 shares; 2026Q1: 18,295 shares; 2026Q2: 18,295 shares 18,295 $2.82M 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,901 shares; 2024Q4: 11,337 shares; 2025Q1: 11,495 shares; 2025Q2: 11,294 shares; 2025Q3: 10,999 shares; 2025Q4: 11,502 shares; 2026Q1: 11,822 shares; 2026Q2: 14,222 shares 14,222 $2.81M 0.01% +2,400 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: 6,330 shares; 2024Q4: 6,258 shares; 2025Q1: 6,218 shares; 2025Q2: 5,923 shares; 2025Q3: 5,594 shares; 2025Q4: 13,275 shares; 2026Q1: 14,606 shares; 2026Q2: 15,656 shares 15,656 $2.78M 0.01% +1,050 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,683 shares; 2026Q2: 13,413 shares 13,413 $2.78M 0.01% -270 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,189 shares; 2024Q4: 6,100 shares; 2025Q1: 4,512 shares; 2025Q2: 4,738 shares; 2025Q3: 4,802 shares; 2025Q4: 4,788 shares; 2026Q1: 4,762 shares; 2026Q2: 6,224 shares 6,224 $2.77M 0.01% +1,462 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,465 shares; 2024Q4: 13,941 shares; 2025Q1: 13,931 shares; 2025Q2: 14,615 shares; 2025Q3: 14,434 shares; 2025Q4: 14,170 shares; 2026Q1: 14,864 shares; 2026Q2: 15,114 shares 15,114 $2.77M 0.01% +250 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,687 shares; 2024Q4: 24,881 shares; 2025Q1: 20,932 shares; 2025Q2: 18,619 shares; 2025Q3: 18,074 shares; 2025Q4: 17,632 shares; 2026Q1: 20,516 shares; 2026Q2: 20,139 shares 20,139 $2.76M 0.01% -377 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,028 shares; 2026Q2: 14,538 shares 14,538 $2.76M 0.01% +510 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,538 shares; 2024Q4: 6,481 shares; 2025Q1: 6,408 shares; 2025Q2: 7,360 shares; 2025Q3: 8,495 shares; 2025Q4: 8,362 shares; 2026Q1: 8,287 shares; 2026Q2: 8,076 shares 8,076 $2.73M 0.01% -211 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,746 shares; 2024Q4: 63,046 shares; 2025Q1: 58,746 shares; 2025Q2: 56,446 shares; 2025Q3: 54,654 shares; 2025Q4: 54,772 shares; 2026Q1: 54,222 shares; 2026Q2: 53,247 shares 53,247 $2.73M 0.01% -975 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 64,539 shares; 2026Q2: 64,467 shares 64,467 $2.73M 0.01% -72 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,609 shares; 2024Q4: 23,058 shares; 2025Q1: 21,941 shares; 2025Q2: 32,868 shares; 2025Q3: 33,532 shares; 2025Q4: 33,382 shares; 2026Q1: 38,176 shares; 2026Q2: 28,058 shares 28,058 $2.7M 0.01% -10,118 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,213 shares; 2024Q4: 128,328 shares; 2025Q1: 129,542 shares; 2025Q2: 136,801 shares; 2025Q3: 147,726 shares; 2025Q4: 131,163 shares; 2026Q1: 87,179 shares; 2026Q2: 61,345 shares 61,345 $2.69M 0.01% -25,834 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: 27,910 shares; 2024Q4: 26,987 shares; 2025Q1: 29,118 shares; 2025Q2: 28,476 shares; 2025Q3: 27,993 shares; 2025Q4: 55,734 shares; 2026Q1: 76,351 shares; 2026Q2: 59,275 shares 59,275 $2.69M 0.01% -17,076 Timeline