IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480,171 shares; 2024Q4: 2,339,731 shares; 2025Q1: 5,148,392 shares; 2025Q2: 3,018,571 shares; 2025Q3: 3,479,224 shares; 2025Q4: 4,055,791 shares; 2026Q1: 4,565,910 shares; 2026Q2: 4,050,717 shares 4,050,717 $3.03B 4.2% -515,193 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,144,551 shares; 2024Q4: 12,134,422 shares; 2025Q1: 11,418,257 shares; 2025Q2: 10,282,657 shares; 2025Q3: 9,255,136 shares; 2025Q4: 11,001,858 shares; 2026Q1: 10,418,774 shares; 2026Q2: 10,200,127 shares 10,200,127 $2.94B 4.06% -218,647 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: 17,410,048 shares; 2024Q4: 16,872,205 shares; 2025Q1: 18,467,868 shares; 2025Q2: 21,027,645 shares; 2025Q3: 24,400,503 shares; 2025Q4: 27,743,539 shares; 2026Q1: 33,373,857 shares; 2026Q2: 29,867,238 shares 29,867,238 $2.13B 2.95% -3,506,619 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: 6,561,139 shares; 2024Q4: 6,177,370 shares; 2025Q1: 5,754,983 shares; 2025Q2: 11,124,508 shares; 2025Q3: 5,329,394 shares; 2025Q4: 6,035,222 shares; 2026Q1: 5,668,485 shares; 2026Q2: 5,128,574 shares 5,128,574 $1.91B 2.65% -539,911 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: 10,605,349 shares; 2024Q4: 9,100,010 shares; 2025Q1: 9,197,979 shares; 2025Q2: 9,242,705 shares; 2025Q3: 8,472,030 shares; 2025Q4: 10,242,018 shares; 2026Q1: 10,976,458 shares; 2026Q2: 9,069,030 shares 9,069,030 $1.8B 2.49% -1,907,428 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: 5,557,023 shares; 2024Q4: 5,546,075 shares; 2025Q1: 5,127,662 shares; 2025Q2: 4,922,311 shares; 2025Q3: 4,236,254 shares; 2025Q4: 5,059,394 shares; 2026Q1: 4,360,984 shares; 2026Q2: 5,048,951 shares 5,048,951 $1.78B 2.47% +687,967 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782,370 shares; 2024Q4: 1,243,080 shares; 2025Q1: 2,388,198 shares; 2025Q2: 2,252,320 shares; 2025Q3: 2,467,639 shares; 2025Q4: 2,922,560 shares; 2026Q1: 2,985,961 shares; 2026Q2: 2,490,905 shares 2,490,905 $1.71B 2.37% -495,056 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: 7,285,424 shares; 2024Q4: 7,281,529 shares; 2025Q1: 6,986,514 shares; 2025Q2: 6,994,296 shares; 2025Q3: 6,388,127 shares; 2025Q4: 7,393,950 shares; 2026Q1: 6,418,681 shares; 2026Q2: 6,029,405 shares 6,029,405 $1.44B 1.99% -389,276 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: 5,008,053 shares; 2024Q4: 5,428,628 shares; 2025Q1: 5,178,336 shares; 2025Q2: 5,118,944 shares; 2025Q3: 5,123,244 shares; 2025Q4: 5,175,736 shares; 2026Q1: 4,787,008 shares; 2026Q2: 3,868,315 shares 3,868,315 $1.38B 1.91% -918,693 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: 3,798,941 shares; 2024Q4: 3,858,101 shares; 2025Q1: 3,768,704 shares; 2025Q2: 3,857,912 shares; 2025Q3: 3,640,059 shares; 2025Q4: 3,913,103 shares; 2026Q1: 3,661,894 shares; 2026Q2: 3,325,514 shares 3,325,514 $1.26B 1.74% -336,380 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118,598 shares; 2024Q4: 1,155,800 shares; 2025Q1: 1,347,288 shares; 2025Q2: 1,379,324 shares; 2025Q3: 1,502,439 shares; 2025Q4: 1,578,493 shares; 2026Q1: 1,543,318 shares; 2026Q2: 1,369,947 shares 1,369,947 $1.02B 1.42% -173,371 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: 3,695,331 shares; 2024Q4: 3,526,963 shares; 2025Q1: 3,345,572 shares; 2025Q2: 3,386,661 shares; 2025Q3: 3,194,614 shares; 2025Q4: 3,484,827 shares; 2026Q1: 3,156,561 shares; 2026Q2: 3,103,189 shares 3,103,189 $1.02B 1.41% -53,372 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: 1,947,117 shares; 2024Q4: 1,925,537 shares; 2025Q1: 1,860,137 shares; 2025Q2: 1,899,478 shares; 2025Q3: 1,392,269 shares; 2025Q4: 1,857,582 shares; 2026Q1: 1,752,623 shares; 2026Q2: 1,661,735 shares 1,661,735 $832M 1.15% -90,888 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: 621,510 shares; 2024Q4: 576,203 shares; 2025Q1: 599,428 shares; 2025Q2: 620,126 shares; 2025Q3: 489,730 shares; 2025Q4: 685,924 shares; 2026Q1: 654,787 shares; 2026Q2: 592,599 shares 592,599 $711M 0.98% -62,188 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: 1,381,446 shares; 2024Q4: 1,374,168 shares; 2025Q1: 1,227,295 shares; 2025Q2: 847,380 shares; 2025Q3: 652,437 shares; 2025Q4: 859,419 shares; 2026Q1: 758,986 shares; 2026Q2: 754,706 shares 754,706 $706M 0.98% -4,280 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217,693 shares; 2024Q4: 1,413,784 shares; 2025Q1: 1,132,614 shares; 2025Q2: 1,176,951 shares; 2025Q3: 1,729,164 shares; 2025Q4: 1,934,322 shares; 2026Q1: 1,944,482 shares; 2026Q2: 1,874,723 shares 1,874,723 $694M 0.96% -69,759 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: 744,127 shares; 2024Q4: 628,918 shares; 2025Q1: 621,501 shares; 2025Q2: 473,262 shares; 2025Q3: 1,405,497 shares; 2025Q4: 1,440,139 shares; 2026Q1: 1,417,238 shares; 2026Q2: 6,713,568 shares 6,713,568 $578M 0.8% +5,296,330 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: 2,795,826 shares; 2024Q4: 2,454,903 shares; 2025Q1: 2,236,813 shares; 2025Q2: 2,237,635 shares; 2025Q3: 2,597,284 shares; 2025Q4: 2,707,569 shares; 2026Q1: 2,666,941 shares; 2026Q2: 2,274,445 shares 2,274,445 $578M 0.8% -392,496 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: 2,196,383 shares; 2024Q4: 2,117,983 shares; 2025Q1: 1,879,648 shares; 2025Q2: 1,995,976 shares; 2025Q3: 1,786,160 shares; 2025Q4: 1,972,726 shares; 2026Q1: 1,674,543 shares; 2026Q2: 1,629,145 shares 1,629,145 $559M 0.77% -45,398 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: 706,308 shares; 2024Q4: 702,840 shares; 2025Q1: 632,948 shares; 2025Q2: 567,599 shares; 2025Q3: 352,743 shares; 2025Q4: 563,306 shares; 2026Q1: 542,772 shares; 2026Q2: 505,859 shares 505,859 $539M 0.75% -36,913 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: 2,277,546 shares; 2024Q4: 2,333,915 shares; 2025Q1: 2,290,045 shares; 2025Q2: 2,375,010 shares; 2025Q3: 2,346,466 shares; 2025Q4: 2,390,243 shares; 2026Q1: 2,203,650 shares; 2026Q2: 2,063,716 shares 2,063,716 $519M 0.72% -139,934 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: 1,028,044 shares; 2024Q4: 932,894 shares; 2025Q1: 981,957 shares; 2025Q2: 1,998,624 shares; 2025Q3: 929,519 shares; 2025Q4: 1,131,151 shares; 2026Q1: 1,069,318 shares; 2026Q2: 870,581 shares 870,581 $490M 0.68% -198,737 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: 7,113,526 shares; 2024Q4: 6,022,801 shares; 2025Q1: 6,473,029 shares; 2025Q2: 5,973,356 shares; 2025Q3: 7,777,858 shares; 2025Q4: 8,726,358 shares; 2026Q1: 8,538,804 shares; 2026Q2: 8,013,926 shares 8,013,926 $478M 0.66% -524,878 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: 215,989 shares; 2024Q4: 216,898 shares; 2025Q1: 218,648 shares; 2025Q2: 222,488 shares; 2025Q3: 230,084 shares; 2025Q4: 226,105 shares; 2026Q1: 201,514 shares; 2026Q2: 218,728 shares 218,728 $435M 0.6% +17,214 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: 3,346,232 shares; 2024Q4: 3,747,285 shares; 2025Q1: 3,358,331 shares; 2025Q2: 3,786,283 shares; 2025Q3: 2,798,384 shares; 2025Q4: 4,182,255 shares; 2026Q1: 5,230,610 shares; 2026Q2: 5,890,208 shares 5,890,208 $432M 0.6% +659,598 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: 2,050,849 shares; 2025Q1: 1,844,460 shares; 2025Q2: 1,823,595 shares; 2025Q3: 1,549,888 shares; 2025Q4: 1,238,030 shares; 2026Q1: 1,105,897 shares; 2026Q2: 975,811 shares 975,811 $423M 0.59% -130,086 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: 329,249 shares; 2024Q4: 323,655 shares; 2025Q1: 267,358 shares; 2025Q2: 281,685 shares; 2025Q3: 584,785 shares; 2025Q4: not reported; 2026Q1: 89,858 shares; 2026Q2: 545,270 shares 545,270 $402M 0.56% +455,412 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,133,510 shares; 2024Q4: 2,407,281 shares; 2025Q1: 4,919,285 shares; 2025Q2: 10,204,380 shares; 2025Q3: 3,454,429 shares; 2025Q4: 4,869,460 shares; 2026Q1: 4,920,135 shares; 2026Q2: 5,114,258 shares 5,114,258 $394M 0.55% +194,123 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: 2,506,370 shares; 2024Q4: 2,525,525 shares; 2025Q1: 2,487,263 shares; 2025Q2: 2,535,099 shares; 2025Q3: 2,210,547 shares; 2025Q4: 2,629,205 shares; 2026Q1: 2,360,028 shares; 2026Q2: 2,300,306 shares 2,300,306 $381M 0.53% -59,722 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: 727,391 shares; 2024Q4: 1,501,048 shares; 2025Q1: 1,520,314 shares; 2025Q2: 1,521,305 shares; 2025Q3: 1,208,797 shares; 2025Q4: 1,475,522 shares; 2026Q1: 804,278 shares; 2026Q2: 1,095,028 shares 1,095,028 $373M 0.52% +290,750 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: 1,316,931 shares; 2024Q4: 1,286,452 shares; 2025Q1: 1,291,927 shares; 2025Q2: 1,274,258 shares; 2025Q3: 1,224,917 shares; 2025Q4: 1,238,377 shares; 2026Q1: 1,209,966 shares; 2026Q2: 1,241,694 shares 1,241,694 $370M 0.51% +31,728 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: 377,932 shares; 2024Q4: 382,146 shares; 2025Q1: 347,525 shares; 2025Q2: 415,436 shares; 2025Q3: 358,315 shares; 2025Q4: 632,157 shares; 2026Q1: 647,766 shares; 2026Q2: 579,782 shares 579,782 $368M 0.51% -67,984 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: 1,117,218 shares; 2024Q4: 1,323,361 shares; 2025Q1: 1,243,702 shares; 2025Q2: 1,215,783 shares; 2025Q3: 1,057,144 shares; 2025Q4: 1,205,660 shares; 2026Q1: 1,116,807 shares; 2026Q2: 1,038,282 shares 1,038,282 $366M 0.51% -78,525 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: 3,398,878 shares; 2024Q4: 3,149,891 shares; 2025Q1: 3,102,936 shares; 2025Q2: 3,195,575 shares; 2025Q3: 2,989,305 shares; 2025Q4: 3,250,595 shares; 2026Q1: 3,236,241 shares; 2026Q2: 2,627,167 shares 2,627,167 $359M 0.5% -609,074 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: 2,375,539 shares; 2024Q4: 2,327,007 shares; 2025Q1: 2,273,116 shares; 2025Q2: 2,524,710 shares; 2025Q3: 2,180,624 shares; 2025Q4: 2,453,577 shares; 2026Q1: 2,159,975 shares; 2026Q2: 2,342,257 shares 2,342,257 $355M 0.49% +182,282 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: 949,928 shares; 2024Q4: 895,927 shares; 2025Q1: 926,958 shares; 2025Q2: 875,443 shares; 2025Q3: 732,197 shares; 2025Q4: 798,226 shares; 2026Q1: 832,069 shares; 2026Q2: 707,412 shares 707,412 $355M 0.49% -124,657 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: 977,550 shares; 2024Q4: 940,624 shares; 2025Q1: 863,372 shares; 2025Q2: 835,400 shares; 2025Q3: 1,573,666 shares; 2025Q4: 1,573,180 shares; 2026Q1: 1,544,410 shares; 2026Q2: 1,471,305 shares 1,471,305 $348M 0.48% -73,105 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: 1,071,848 shares; 2024Q4: 953,017 shares; 2025Q1: 1,063,874 shares; 2025Q2: 1,098,551 shares; 2025Q3: 1,733,501 shares; 2025Q4: 2,227,407 shares; 2026Q1: 2,110,941 shares; 2026Q2: 2,300,207 shares 2,300,207 $341M 0.47% +189,266 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: 562,807 shares; 2024Q4: 717,942 shares; 2025Q1: 653,401 shares; 2025Q2: 650,299 shares; 2025Q3: 629,834 shares; 2025Q4: 680,498 shares; 2026Q1: 680,512 shares; 2026Q2: 654,718 shares 654,718 $336M 0.47% -25,794 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: 758,007 shares; 2024Q4: 624,844 shares; 2025Q1: 582,968 shares; 2025Q2: 694,543 shares; 2025Q3: 649,213 shares; 2025Q4: 776,777 shares; 2026Q1: 859,319 shares; 2026Q2: 789,383 shares 789,383 $332M 0.46% -69,936 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: 509,121 shares; 2024Q4: 511,253 shares; 2025Q1: 633,477 shares; 2025Q2: 697,524 shares; 2025Q3: 628,964 shares; 2025Q4: 725,801 shares; 2026Q1: 696,804 shares; 2026Q2: 629,501 shares 629,501 $327M 0.45% -67,303 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387,268 shares; 2024Q4: 1,418,470 shares; 2025Q1: 1,391,640 shares; 2025Q2: 1,510,712 shares; 2025Q3: 3,031,163 shares; 2025Q4: 3,334,554 shares; 2026Q1: 3,345,713 shares; 2026Q2: 3,377,165 shares 3,377,165 $326M 0.45% +31,452 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: 2,811,432 shares; 2024Q4: 2,708,971 shares; 2025Q1: 2,606,128 shares; 2025Q2: 2,565,824 shares; 2025Q3: 2,239,935 shares; 2025Q4: 2,494,764 shares; 2026Q1: 2,490,765 shares; 2026Q2: 2,209,755 shares 2,209,755 $324M 0.45% -281,010 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: 1,904,824 shares; 2024Q4: 1,281,002 shares; 2025Q1: 1,257,838 shares; 2025Q2: 1,255,179 shares; 2025Q3: 1,288,216 shares; 2025Q4: 1,505,907 shares; 2026Q1: 1,685,994 shares; 2026Q2: 1,528,373 shares 1,528,373 $320M 0.44% -157,621 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: 1,085,149 shares; 2024Q4: 1,097,038 shares; 2025Q1: 1,098,843 shares; 2025Q2: 1,127,559 shares; 2025Q3: 949,993 shares; 2025Q4: 981,354 shares; 2026Q1: 1,098,311 shares; 2026Q2: 999,514 shares 999,514 $315M 0.44% -98,797 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: 482,696 shares; 2024Q4: 458,380 shares; 2025Q1: 453,834 shares; 2025Q2: 494,781 shares; 2025Q3: 497,575 shares; 2025Q4: 547,361 shares; 2026Q1: 635,431 shares; 2026Q2: 534,553 shares 534,553 $311M 0.43% -100,878 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: 4,087,688 shares; 2024Q4: 3,814,756 shares; 2025Q1: 3,303,456 shares; 2025Q2: 2,963,399 shares; 2025Q3: 857,479 shares; 2025Q4: 3,270,993 shares; 2026Q1: 3,615,309 shares; 2026Q2: 3,956,884 shares 3,956,884 $308M 0.43% +341,575 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: 3,698,868 shares; 2024Q4: 3,115,764 shares; 2025Q1: 2,660,860 shares; 2025Q2: 4,937,948 shares; 2025Q3: 2,427,066 shares; 2025Q4: 2,433,240 shares; 2026Q1: 2,428,276 shares; 2026Q2: 2,391,313 shares 2,391,313 $307M 0.43% -36,963 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: 2,689,937 shares; 2024Q4: 2,351,243 shares; 2025Q1: 2,541,647 shares; 2025Q2: 2,500,000 shares; 2025Q3: 2,425,679 shares; 2025Q4: 2,545,798 shares; 2026Q1: 2,392,878 shares; 2026Q2: 2,153,585 shares 2,153,585 $292M 0.4% -239,293 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: 2,390,648 shares; 2024Q4: 2,404,451 shares; 2025Q1: 2,453,178 shares; 2025Q2: 3,040,749 shares; 2025Q3: 2,805,672 shares; 2025Q4: 3,031,142 shares; 2026Q1: 3,015,054 shares; 2026Q2: 2,783,025 shares 2,783,025 $284M 0.39% -232,029 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652,913 shares; 2024Q4: 2,633,083 shares; 2025Q1: 2,400,242 shares; 2025Q2: 2,405,265 shares; 2025Q3: 2,269,845 shares; 2025Q4: 2,492,958 shares; 2026Q1: 2,574,502 shares; 2026Q2: 2,367,630 shares 2,367,630 $278M 0.38% -206,872 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: 1,948,050 shares; 2024Q4: 1,839,223 shares; 2025Q1: 1,526,815 shares; 2025Q2: 1,055,038 shares; 2025Q3: 1,500,519 shares; 2025Q4: not reported; 2026Q1: 50,554 shares; 2026Q2: 1,399,904 shares 1,399,904 $266M 0.37% +1,349,350 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: 1,083,267 shares; 2024Q4: 1,051,958 shares; 2025Q1: 939,343 shares; 2025Q2: 814,115 shares; 2025Q3: 557,662 shares; 2025Q4: 786,836 shares; 2026Q1: 805,710 shares; 2026Q2: 718,481 shares 718,481 $243M 0.34% -87,229 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: 580,858 shares; 2024Q4: 592,803 shares; 2025Q1: 479,390 shares; 2025Q2: 496,792 shares; 2025Q3: 561,233 shares; 2025Q4: 1,333,170 shares; 2026Q1: 1,458,323 shares; 2026Q2: 1,264,034 shares 1,264,034 $241M 0.33% -194,289 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: 702,832 shares; 2024Q4: 839,566 shares; 2025Q1: 791,386 shares; 2025Q2: 794,420 shares; 2025Q3: 895,207 shares; 2025Q4: 969,709 shares; 2026Q1: 947,521 shares; 2026Q2: 850,058 shares 850,058 $237M 0.33% -97,463 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133,811 shares; 2024Q4: 3,806,985 shares; 2025Q1: 3,946,116 shares; 2025Q2: 3,691,003 shares; 2025Q3: 1,776,052 shares; 2025Q4: 4,111,685 shares; 2026Q1: 4,482,589 shares; 2026Q2: 4,537,521 shares 4,537,521 $230M 0.32% +54,932 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: 228,749 shares; 2024Q4: 234,948 shares; 2025Q1: 289,412 shares; 2025Q2: 543,201 shares; 2025Q3: 575,660 shares; 2025Q4: 720,092 shares; 2026Q1: 692,031 shares; 2026Q2: 605,493 shares 605,493 $226M 0.31% -86,538 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: 2,503,111 shares; 2024Q4: 2,414,815 shares; 2025Q1: 1,985,683 shares; 2025Q2: 1,930,705 shares; 2025Q3: 2,085,582 shares; 2025Q4: 2,050,289 shares; 2026Q1: 1,913,940 shares; 2026Q2: 2,531,453 shares 2,531,453 $222M 0.31% +617,513 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: 610,002 shares; 2024Q4: 603,060 shares; 2025Q1: 581,090 shares; 2025Q2: 584,706 shares; 2025Q3: 404,518 shares; 2025Q4: 590,999 shares; 2026Q1: 685,467 shares; 2026Q2: 646,685 shares 646,685 $220M 0.31% -38,782 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: 1,221,054 shares; 2024Q4: 1,150,702 shares; 2025Q1: 1,116,984 shares; 2025Q2: 476,973 shares; 2025Q3: 411,751 shares; 2025Q4: 321,820 shares; 2026Q1: 547,213 shares; 2026Q2: 520,634 shares 520,634 $216M 0.3% -26,579 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: 434,842 shares; 2024Q4: 293,044 shares; 2025Q1: 295,839 shares; 2025Q2: 485,961 shares; 2025Q3: 239,441 shares; 2025Q4: 282,086 shares; 2026Q1: 316,316 shares; 2026Q2: 185,140 shares 185,140 $214M 0.3% -131,176 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,881,716 shares; 2024Q4: 10,744,937 shares; 2025Q1: 10,530,346 shares; 2025Q2: 8,254,673 shares; 2025Q3: 6,585,782 shares; 2025Q4: 9,951,259 shares; 2026Q1: 9,736,043 shares; 2026Q2: 3,801,714 shares 3,801,714 $209M 0.29% -5,934,329 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: 327,494 shares; 2024Q4: 324,365 shares; 2025Q1: 327,759 shares; 2025Q2: 327,405 shares; 2025Q3: 323,267 shares; 2025Q4: 320,177 shares; 2026Q1: 299,620 shares; 2026Q2: 288,832 shares 288,832 $206M 0.29% -10,788 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,933,995 shares; 2024Q4: 3,384,651 shares; 2025Q1: 3,886,563 shares; 2025Q2: 4,047,221 shares; 2025Q3: 3,605,697 shares; 2025Q4: 4,384,698 shares; 2026Q1: 4,999,263 shares; 2026Q2: 2,271,682 shares 2,271,682 $203M 0.28% -2,727,581 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: 390,193 shares; 2024Q4: 389,395 shares; 2025Q1: 363,160 shares; 2025Q2: 358,838 shares; 2025Q3: 329,209 shares; 2025Q4: 358,395 shares; 2026Q1: 320,668 shares; 2026Q2: 280,199 shares 280,199 $203M 0.28% -40,469 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: 180,788 shares; 2024Q4: 253,065 shares; 2025Q1: 240,765 shares; 2025Q2: 264,052 shares; 2025Q3: 238,636 shares; 2025Q4: 2,881,733 shares; 2026Q1: 2,700,108 shares; 2026Q2: 2,829,336 shares 2,829,336 $202M 0.28% +129,228 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: 1,078,189 shares; 2024Q4: 1,044,236 shares; 2025Q1: 937,372 shares; 2025Q2: 906,676 shares; 2025Q3: 844,647 shares; 2025Q4: 879,793 shares; 2026Q1: 858,040 shares; 2026Q2: 745,825 shares 745,825 $202M 0.28% -112,215 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709,819 shares; 2024Q4: 2,715,110 shares; 2025Q1: 2,482,777 shares; 2025Q2: 2,433,895 shares; 2025Q3: 1,765,853 shares; 2025Q4: 2,950,766 shares; 2026Q1: 2,905,584 shares; 2026Q2: 2,432,821 shares 2,432,821 $198M 0.27% -472,763 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656,769 shares; 2024Q4: 3,007,651 shares; 2025Q1: 3,624,813 shares; 2025Q2: 3,914,126 shares; 2025Q3: 3,028,978 shares; 2025Q4: 4,782,415 shares; 2026Q1: 5,442,896 shares; 2026Q2: 3,517,784 shares 3,517,784 $190M 0.26% -1,925,112 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: 1,236,503 shares; 2024Q4: 1,052,024 shares; 2025Q1: 1,144,196 shares; 2025Q2: 1,099,404 shares; 2025Q3: 954,296 shares; 2025Q4: 1,208,733 shares; 2026Q1: 1,197,426 shares; 2026Q2: 1,282,773 shares 1,282,773 $188M 0.26% +85,347 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: 2,212,015 shares; 2024Q4: 2,111,567 shares; 2025Q1: 2,020,646 shares; 2025Q2: 1,957,872 shares; 2025Q3: 1,913,093 shares; 2025Q4: 2,078,514 shares; 2026Q1: 1,986,532 shares; 2026Q2: 2,248,961 shares 2,248,961 $186M 0.26% +262,429 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: 2,502,121 shares; 2024Q4: 2,274,792 shares; 2025Q1: 2,067,758 shares; 2025Q2: 2,057,598 shares; 2025Q3: 1,912,800 shares; 2025Q4: 2,128,972 shares; 2026Q1: 2,028,628 shares; 2026Q2: 1,636,955 shares 1,636,955 $185M 0.26% -391,673 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: 2,252,984 shares; 2024Q4: 2,318,684 shares; 2025Q1: 2,126,745 shares; 2025Q2: 2,121,345 shares; 2025Q3: 841,457 shares; 2025Q4: 2,157,749 shares; 2026Q1: 2,171,325 shares; 2026Q2: 2,251,764 shares 2,251,764 $178M 0.25% +80,439 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: 1,785,070 shares; 2024Q4: 4,921,973 shares; 2025Q1: 4,743,027 shares; 2025Q2: 6,051,561 shares; 2025Q3: 5,485,242 shares; 2025Q4: 7,064,100 shares; 2026Q1: 6,725,389 shares; 2026Q2: 6,026,096 shares 6,026,096 $177M 0.25% -699,293 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: 595,597 shares; 2024Q4: 966,530 shares; 2025Q1: 769,666 shares; 2025Q2: 451,252 shares; 2025Q3: 428,575 shares; 2025Q4: 425,518 shares; 2026Q1: 331,785 shares; 2026Q2: 444,500 shares 444,500 $177M 0.24% +112,715 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: 422,455 shares; 2024Q4: 358,363 shares; 2025Q1: 392,382 shares; 2025Q2: 395,148 shares; 2025Q3: 345,286 shares; 2025Q4: 544,412 shares; 2026Q1: 494,879 shares; 2026Q2: 2,182,308 shares 2,182,308 $176M 0.24% +1,687,429 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,366,542 shares; 2024Q4: 5,301,189 shares; 2025Q1: 5,203,162 shares; 2025Q2: 4,796,300 shares; 2025Q3: 1,946,012 shares; 2025Q4: 4,517,743 shares; 2026Q1: 4,205,759 shares; 2026Q2: 3,935,874 shares 3,935,874 $175M 0.24% -269,885 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: 182,496 shares; 2024Q4: 180,111 shares; 2025Q1: 159,587 shares; 2025Q2: 160,091 shares; 2025Q3: 180,861 shares; 2025Q4: 421,292 shares; 2026Q1: 411,332 shares; 2026Q2: 408,140 shares 408,140 $174M 0.24% -3,192 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: 411,508 shares; 2024Q4: 391,217 shares; 2025Q1: 550,527 shares; 2025Q2: 610,314 shares; 2025Q3: 1,078,542 shares; 2025Q4: 1,144,006 shares; 2026Q1: 972,713 shares; 2026Q2: 797,039 shares 797,039 $174M 0.24% -175,674 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893,556 shares; 2024Q4: 1,863,883 shares; 2025Q1: 3,828,338 shares; 2025Q2: 5,768,279 shares; 2025Q3: 2,136,017 shares; 2025Q4: 2,331,116 shares; 2026Q1: 2,027,202 shares; 2026Q2: 1,655,900 shares 1,655,900 $172M 0.24% -371,302 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: 2,703,129 shares; 2024Q4: 2,703,761 shares; 2025Q1: 2,608,904 shares; 2025Q2: 12,318,931 shares; 2025Q3: 675,100 shares; 2025Q4: 2,232,390 shares; 2026Q1: 2,145,556 shares; 2026Q2: 1,990,294 shares 1,990,294 $170M 0.24% -155,262 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: 566,187 shares; 2024Q4: 564,100 shares; 2025Q1: 530,861 shares; 2025Q2: 519,384 shares; 2025Q3: 349,099 shares; 2025Q4: 537,630 shares; 2026Q1: 550,867 shares; 2026Q2: 466,785 shares 466,785 $169M 0.23% -84,082 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: 206,214 shares; 2024Q4: 207,866 shares; 2025Q1: 235,419 shares; 2025Q2: 232,658 shares; 2025Q3: 233,237 shares; 2025Q4: 249,267 shares; 2026Q1: 209,578 shares; 2026Q2: 168,846 shares 168,846 $165M 0.23% -40,732 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: 2,374,442 shares; 2024Q4: 2,275,267 shares; 2025Q1: 1,949,077 shares; 2025Q2: 2,152,694 shares; 2025Q3: 2,072,687 shares; 2025Q4: 2,108,182 shares; 2026Q1: 1,667,187 shares; 2026Q2: 1,818,488 shares 1,818,488 $165M 0.23% +151,301 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: 82,703 shares; 2024Q4: 107,628 shares; 2025Q1: 163,776 shares; 2025Q2: 186,357 shares; 2025Q3: 196,263 shares; 2025Q4: 212,920 shares; 2026Q1: 197,507 shares; 2026Q2: 206,053 shares 206,053 $164M 0.23% +8,546 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: 2,380,851 shares; 2024Q4: 2,282,014 shares; 2025Q1: 1,378,338 shares; 2025Q2: 1,331,923 shares; 2025Q3: 1,322,782 shares; 2025Q4: 1,395,376 shares; 2026Q1: 1,406,536 shares; 2026Q2: 1,352,123 shares 1,352,123 $162M 0.22% -54,413 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: 28,669 shares; 2024Q4: 24,881 shares; 2025Q1: 5,618,657 shares; 2025Q2: 5,855,514 shares; 2025Q3: 5,384,757 shares; 2025Q4: 4,330,904 shares; 2026Q1: 3,693,103 shares; 2026Q2: 2,948,233 shares 2,948,233 $161M 0.22% -744,870 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: 255,721 shares; 2024Q4: 254,481 shares; 2025Q1: 244,478 shares; 2025Q2: 239,454 shares; 2025Q3: 235,580 shares; 2025Q4: 240,736 shares; 2026Q1: 229,855 shares; 2026Q2: 226,432 shares 226,432 $159M 0.22% -3,423 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: 1,599,578 shares; 2024Q4: 1,372,540 shares; 2025Q1: 1,258,673 shares; 2025Q2: 1,201,929 shares; 2025Q3: 1,143,339 shares; 2025Q4: 883,726 shares; 2026Q1: 59,295 shares; 2026Q2: 530,186 shares 530,186 $158M 0.22% +470,891 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: 374,374 shares; 2024Q4: 336,347 shares; 2025Q1: 989,544 shares; 2025Q2: 1,851,003 shares; 2025Q3: 548,438 shares; 2025Q4: 591,174 shares; 2026Q1: 500,181 shares; 2026Q2: 524,135 shares 524,135 $157M 0.22% +23,954 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: 388,412 shares; 2024Q4: 378,513 shares; 2025Q1: 358,734 shares; 2025Q2: 354,162 shares; 2025Q3: 368,140 shares; 2025Q4: 360,399 shares; 2026Q1: 352,295 shares; 2026Q2: 325,979 shares 325,979 $156M 0.22% -26,316 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: 1,759,313 shares; 2024Q4: 1,276,903 shares; 2025Q1: 1,079,663 shares; 2025Q2: 1,148,591 shares; 2025Q3: 949,399 shares; 2025Q4: 1,114,483 shares; 2026Q1: 1,134,624 shares; 2026Q2: 1,108,568 shares 1,108,568 $155M 0.21% -26,056 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: 569,111 shares; 2024Q4: 532,214 shares; 2025Q1: 483,617 shares; 2025Q2: 488,730 shares; 2025Q3: 484,600 shares; 2025Q4: not reported; 2026Q1: 25,272 shares; 2026Q2: 210,091 shares 210,091 $151M 0.21% +184,819 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,818,691 shares; 2024Q4: 1,802,016 shares; 2025Q1: 2,297,530 shares; 2025Q2: 2,809,800 shares; 2025Q3: 3,016,442 shares; 2025Q4: 3,542,479 shares; 2026Q1: 4,203,414 shares; 2026Q2: 2,546,562 shares 2,546,562 $151M 0.21% -1,656,852 Timeline JMBS 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: 1,141,803 shares; 2024Q4: 1,442,028 shares; 2025Q1: 1,384,951 shares; 2025Q2: 1,466,571 shares; 2025Q3: 1,800,784 shares; 2025Q4: 630,530 shares; 2026Q1: 2,106,756 shares; 2026Q2: 3,321,191 shares 3,321,191 $150M 0.21% +1,214,435 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,076 shares; 2024Q4: 296,401 shares; 2025Q1: 1,116,849 shares; 2025Q2: 1,475,190 shares; 2025Q3: 298,294 shares; 2025Q4: 2,233,994 shares; 2026Q1: 2,437,710 shares; 2026Q2: 2,557,701 shares 2,557,701 $149M 0.21% +119,991 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: 942,682 shares; 2024Q4: 951,395 shares; 2025Q1: 958,488 shares; 2025Q2: 759,313 shares; 2025Q3: 894,206 shares; 2025Q4: 1,024,858 shares; 2026Q1: 1,031,328 shares; 2026Q2: 406,755 shares 406,755 $149M 0.21% -624,573 Timeline AVUS 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: 900,665 shares; 2024Q4: 951,644 shares; 2025Q1: 1,040,407 shares; 2025Q2: 1,039,992 shares; 2025Q3: 891,527 shares; 2025Q4: 1,135,183 shares; 2026Q1: 1,338,377 shares; 2026Q2: 1,101,011 shares 1,101,011 $141M 0.2% -237,366 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: 1,308,119 shares; 2024Q4: 632,823 shares; 2025Q1: 659,892 shares; 2025Q2: 635,288 shares; 2025Q3: 613,117 shares; 2025Q4: 615,758 shares; 2026Q1: 246,559 shares; 2026Q2: 517,411 shares 517,411 $140M 0.19% +270,852 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: 356,271 shares; 2024Q4: 385,600 shares; 2025Q1: 540,854 shares; 2025Q2: 592,072 shares; 2025Q3: 629,686 shares; 2025Q4: 676,785 shares; 2026Q1: 528,530 shares; 2026Q2: 789,853 shares 789,853 $139M 0.19% +261,323 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,753,799 shares; 2024Q4: 2,685,879 shares; 2025Q1: 2,653,236 shares; 2025Q2: 2,614,554 shares; 2025Q3: 2,786,800 shares; 2025Q4: 349,585 shares; 2026Q1: 2,584,919 shares; 2026Q2: 2,789,127 shares 2,789,127 $138M 0.19% +204,208 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: 150,865 shares; 2024Q4: 152,041 shares; 2025Q1: 146,103 shares; 2025Q2: 146,321 shares; 2025Q3: 147,720 shares; 2025Q4: 165,367 shares; 2026Q1: 169,542 shares; 2026Q2: 134,486 shares 134,486 $136M 0.19% -35,056 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: 576,233 shares; 2024Q4: 636,973 shares; 2025Q1: 643,940 shares; 2025Q2: 627,531 shares; 2025Q3: 552,719 shares; 2025Q4: 634,713 shares; 2026Q1: 420,165 shares; 2026Q2: 333,778 shares 333,778 $136M 0.19% -86,387 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: 521,790 shares; 2024Q4: 534,438 shares; 2025Q1: 517,723 shares; 2025Q2: 533,382 shares; 2025Q3: 588,261 shares; 2025Q4: 524,469 shares; 2026Q1: 372,087 shares; 2026Q2: 368,546 shares 368,546 $136M 0.19% -3,541 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587,793 shares; 2024Q4: 1,916,425 shares; 2025Q1: 2,564,688 shares; 2025Q2: 3,390,122 shares; 2025Q3: 3,633,241 shares; 2025Q4: 5,004,398 shares; 2026Q1: 4,639,926 shares; 2026Q2: 4,139,541 shares 4,139,541 $134M 0.19% -500,385 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561,750 shares; 2024Q4: 1,510,553 shares; 2025Q1: 1,394,933 shares; 2025Q2: 1,469,579 shares; 2025Q3: 1,080,840 shares; 2025Q4: 1,627,002 shares; 2026Q1: 1,567,158 shares; 2026Q2: 1,588,463 shares 1,588,463 $133M 0.18% +21,305 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376,041 shares; 2024Q4: 2,402,996 shares; 2025Q1: 2,184,858 shares; 2025Q2: 2,157,560 shares; 2025Q3: 2,162,611 shares; 2025Q4: 2,384,944 shares; 2026Q1: 2,694,314 shares; 2026Q2: 2,309,936 shares 2,309,936 $132M 0.18% -384,378 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: 1,310,572 shares; 2024Q4: 1,320,681 shares; 2025Q1: 1,240,447 shares; 2025Q2: 1,023,175 shares; 2025Q3: 1,005,718 shares; 2025Q4: 999,144 shares; 2026Q1: 831,925 shares; 2026Q2: 689,764 shares 689,764 $131M 0.18% -142,161 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,168 shares; 2024Q4: 5,522 shares; 2025Q1: 416,323 shares; 2025Q2: 431,767 shares; 2025Q3: 421,654 shares; 2025Q4: 417,284 shares; 2026Q1: 420,219 shares; 2026Q2: 453,344 shares 453,344 $131M 0.18% +33,125 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: 4,317,298 shares; 2024Q4: 4,772,108 shares; 2025Q1: 5,366,692 shares; 2025Q2: 5,618,856 shares; 2025Q3: 5,157,457 shares; 2025Q4: 6,263,508 shares; 2026Q1: 6,770,021 shares; 2026Q2: 3,318,287 shares 3,318,287 $131M 0.18% -3,451,734 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: 195,604 shares; 2024Q4: 187,517 shares; 2025Q1: 179,905 shares; 2025Q2: 303,671 shares; 2025Q3: 321,783 shares; 2025Q4: 378,838 shares; 2026Q1: 336,763 shares; 2026Q2: 329,718 shares 329,718 $131M 0.18% -7,045 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: 1,854,340 shares; 2024Q4: 1,857,846 shares; 2025Q1: 1,721,884 shares; 2025Q2: 1,733,000 shares; 2025Q3: 1,585,244 shares; 2025Q4: 1,739,180 shares; 2026Q1: 1,551,052 shares; 2026Q2: 1,559,804 shares 1,559,804 $129M 0.18% +8,752 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: 455,111 shares; 2024Q4: 407,682 shares; 2025Q1: 387,988 shares; 2025Q2: 387,858 shares; 2025Q3: 412,649 shares; 2025Q4: 512,339 shares; 2026Q1: 504,225 shares; 2026Q2: 454,375 shares 454,375 $128M 0.18% -49,850 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: 958,556 shares; 2024Q4: 963,780 shares; 2025Q1: 977,139 shares; 2025Q2: 976,879 shares; 2025Q3: 944,818 shares; 2025Q4: 935,186 shares; 2026Q1: 862,405 shares; 2026Q2: 887,786 shares 887,786 $127M 0.18% +25,381 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: 4,206,593 shares; 2024Q4: 4,195,265 shares; 2025Q1: 3,806,810 shares; 2025Q2: 3,517,346 shares; 2025Q3: 911,842 shares; 2025Q4: 3,321,149 shares; 2026Q1: 3,219,028 shares; 2026Q2: 3,074,543 shares 3,074,543 $127M 0.18% -144,485 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: 667,502 shares; 2024Q4: 608,529 shares; 2025Q1: 550,523 shares; 2025Q2: 498,105 shares; 2025Q3: 444,569 shares; 2025Q4: 524,541 shares; 2026Q1: 462,227 shares; 2026Q2: 465,000 shares 465,000 $126M 0.18% +2,773 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,772,135 shares; 2024Q4: 2,762,162 shares; 2025Q1: 2,850,436 shares; 2025Q2: 2,270,663 shares; 2025Q3: 882,879 shares; 2025Q4: 2,724,033 shares; 2026Q1: 2,644,999 shares; 2026Q2: 1,801,593 shares 1,801,593 $126M 0.17% -843,406 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: 3,430,117 shares; 2024Q4: 3,975,533 shares; 2025Q1: 5,045,929 shares; 2025Q2: 5,799,898 shares; 2025Q3: 5,143,179 shares; 2025Q4: 7,298,072 shares; 2026Q1: 7,337,993 shares; 2026Q2: 3,243,839 shares 3,243,839 $126M 0.17% -4,094,154 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: 409,468 shares; 2024Q4: 390,843 shares; 2025Q1: 460,609 shares; 2025Q2: 477,608 shares; 2025Q3: 449,156 shares; 2025Q4: 569,069 shares; 2026Q1: 548,068 shares; 2026Q2: 407,068 shares 407,068 $123M 0.17% -141,000 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,919 shares; 2024Q4: 356,252 shares; 2025Q1: 347,261 shares; 2025Q2: 344,221 shares; 2025Q3: 30,551 shares; 2025Q4: 341,874 shares; 2026Q1: 348,089 shares; 2026Q2: 328,467 shares 328,467 $123M 0.17% -19,622 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: 693,068 shares; 2024Q4: 688,596 shares; 2025Q1: 669,053 shares; 2025Q2: 659,136 shares; 2025Q3: 483,208 shares; 2025Q4: 606,717 shares; 2026Q1: 607,770 shares; 2026Q2: 370,347 shares 370,347 $122M 0.17% -237,423 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: 9,105 shares; 2024Q4: 8,797 shares; 2025Q1: 212 shares; 2025Q2: 235 shares; 2025Q3: 229 shares; 2025Q4: 236 shares; 2026Q1: 219 shares; 2026Q2: 160 shares 160 $120M 0.17% -59 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666,041 shares; 2024Q4: 683,553 shares; 2025Q1: 752,698 shares; 2025Q2: 815,925 shares; 2025Q3: 716,736 shares; 2025Q4: 891,619 shares; 2026Q1: 974,018 shares; 2026Q2: 346,128 shares 346,128 $119M 0.16% -627,890 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165,817 shares; 2024Q4: 2,752,703 shares; 2025Q1: 2,875,025 shares; 2025Q2: 2,899,446 shares; 2025Q3: 1,737,235 shares; 2025Q4: 2,977,975 shares; 2026Q1: 3,755,680 shares; 2026Q2: 2,833,446 shares 2,833,446 $118M 0.16% -922,234 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,515 shares; 2024Q4: 34,158 shares; 2025Q1: 33,889 shares; 2025Q2: 35,514 shares; 2025Q3: 1,534,236 shares; 2025Q4: 1,657,788 shares; 2026Q1: 1,626,347 shares; 2026Q2: 1,530,327 shares 1,530,327 $116M 0.16% -96,020 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: 263,186 shares; 2024Q4: 296,113 shares; 2025Q1: 326,017 shares; 2025Q2: 331,577 shares; 2025Q3: 302,657 shares; 2025Q4: 1,537,081 shares; 2026Q1: 1,248,556 shares; 2026Q2: 1,157,170 shares 1,157,170 $115M 0.16% -91,386 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: 714,239 shares; 2024Q4: 672,250 shares; 2025Q1: 642,016 shares; 2025Q2: 612,431 shares; 2025Q3: 483,567 shares; 2025Q4: 619,782 shares; 2026Q1: 641,288 shares; 2026Q2: 617,166 shares 617,166 $114M 0.16% -24,122 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 3,216,860 shares; 2025Q4: 3,193,770 shares; 2026Q1: 2,803,345 shares; 2026Q2: 2,467,498 shares 2,467,498 $114M 0.16% -335,847 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853,209 shares; 2024Q4: 965,791 shares; 2025Q1: 1,120,128 shares; 2025Q2: 1,053,453 shares; 2025Q3: 630,982 shares; 2025Q4: 1,277,169 shares; 2026Q1: 1,330,144 shares; 2026Q2: 1,097,195 shares 1,097,195 $113M 0.16% -232,949 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: 773,630 shares; 2024Q4: 774,476 shares; 2025Q1: 1,513,226 shares; 2025Q2: 692,276 shares; 2025Q3: 713,855 shares; 2025Q4: 710,262 shares; 2026Q1: 676,607 shares; 2026Q2: 892,775 shares 892,775 $111M 0.15% +216,168 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: 278,940 shares; 2024Q4: 255,849 shares; 2025Q1: 238,094 shares; 2025Q2: 212,509 shares; 2025Q3: 687,917 shares; 2025Q4: 730,203 shares; 2026Q1: 723,858 shares; 2026Q2: 701,058 shares 701,058 $111M 0.15% -22,800 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813,134 shares; 2024Q4: 314,115 shares; 2025Q1: 802,848 shares; 2025Q2: 455,418 shares; 2025Q3: 446,435 shares; 2025Q4: 783,408 shares; 2026Q1: 818,409 shares; 2026Q2: 997,535 shares 997,535 $110M 0.15% +179,126 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: 292,522 shares; 2024Q4: 264,067 shares; 2025Q1: 248,887 shares; 2025Q2: 215,035 shares; 2025Q3: 202,901 shares; 2025Q4: 234,061 shares; 2026Q1: 383,477 shares; 2026Q2: 500,349 shares 500,349 $108M 0.15% +116,872 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: 489,907 shares; 2024Q4: 486,496 shares; 2025Q1: 1,591,418 shares; 2025Q2: 785,692 shares; 2025Q3: 822,701 shares; 2025Q4: 814,429 shares; 2026Q1: 781,926 shares; 2026Q2: 446,355 shares 446,355 $108M 0.15% -335,571 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,777 shares; 2024Q4: 432,785 shares; 2025Q1: 426,699 shares; 2025Q2: 477,052 shares; 2025Q3: 767,573 shares; 2025Q4: 781,591 shares; 2026Q1: 793,582 shares; 2026Q2: 687,632 shares 687,632 $108M 0.15% -105,950 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: 353,280 shares; 2024Q4: 285,464 shares; 2025Q1: 282,195 shares; 2025Q2: 255,015 shares; 2025Q3: 1,026,365 shares; 2025Q4: 1,012,262 shares; 2026Q1: 907,508 shares; 2026Q2: 843,403 shares 843,403 $108M 0.15% -64,105 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632,070 shares; 2024Q4: 1,584,822 shares; 2025Q1: 1,928,749 shares; 2025Q2: 1,725,750 shares; 2025Q3: 712,187 shares; 2025Q4: 1,706,230 shares; 2026Q1: 1,651,247 shares; 2026Q2: 1,298,158 shares 1,298,158 $106M 0.15% -353,089 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: 986,322 shares; 2024Q4: 935,425 shares; 2025Q1: 896,984 shares; 2025Q2: 767,416 shares; 2025Q3: 764,624 shares; 2025Q4: 724,532 shares; 2026Q1: 706,748 shares; 2026Q2: 628,169 shares 628,169 $106M 0.15% -78,579 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: 80,878 shares; 2024Q4: 71,658 shares; 2025Q1: 66,958 shares; 2025Q2: 70,378 shares; 2025Q3: 84,216 shares; 2025Q4: 116,863 shares; 2026Q1: 114,250 shares; 2026Q2: 883,770 shares 883,770 $106M 0.15% +769,520 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: 10,655 shares; 2024Q4: 31,850 shares; 2025Q1: 26,141 shares; 2025Q2: 25,339 shares; 2025Q3: 23,967 shares; 2025Q4: 27,345 shares; 2026Q1: 25,622 shares; 2026Q2: 585,708 shares 585,708 $104M 0.14% +560,086 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,048 shares; 2024Q4: 156,477 shares; 2025Q1: 194,123 shares; 2025Q2: 229,570 shares; 2025Q3: 261,173 shares; 2025Q4: 353,947 shares; 2026Q1: 443,651 shares; 2026Q2: 550,068 shares 550,068 $103M 0.14% +106,417 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,762,508 shares; 2024Q4: 1,678,029 shares; 2025Q1: 1,525,391 shares; 2025Q2: 1,323,043 shares; 2025Q3: 1,229,565 shares; 2025Q4: 1,286,250 shares; 2026Q1: 1,219,183 shares; 2026Q2: 1,067,163 shares 1,067,163 $103M 0.14% -152,020 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: 733,096 shares; 2024Q4: 831,604 shares; 2025Q1: 821,822 shares; 2025Q2: 832,463 shares; 2025Q3: 859,833 shares; 2025Q4: 905,569 shares; 2026Q1: 759,659 shares; 2026Q2: 467,429 shares 467,429 $102M 0.14% -292,230 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: 296,601 shares; 2024Q4: 295,742 shares; 2025Q1: 312,499 shares; 2025Q2: 370,755 shares; 2025Q3: 344,563 shares; 2025Q4: 383,000 shares; 2026Q1: 351,692 shares; 2026Q2: 202,895 shares 202,895 $99.7M 0.14% -148,797 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: 61,495 shares; 2024Q4: 61,437 shares; 2025Q1: 60,507 shares; 2025Q2: 827,555 shares; 2025Q3: 1,076,732 shares; 2025Q4: 1,149,906 shares; 2026Q1: 737,626 shares; 2026Q2: 1,077,091 shares 1,077,091 $99.2M 0.14% +339,465 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: 36,013 shares; 2024Q4: 31,574 shares; 2025Q1: 32,706 shares; 2025Q2: 32,386 shares; 2025Q3: 31,431 shares; 2025Q4: 37,205 shares; 2026Q1: 40,994 shares; 2026Q2: 326,349 shares 326,349 $98.5M 0.14% +285,355 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270,526 shares; 2024Q4: 3,128,150 shares; 2025Q1: 2,868,657 shares; 2025Q2: 2,601,877 shares; 2025Q3: 2,340,733 shares; 2025Q4: 214,815 shares; 2026Q1: 2,097,119 shares; 2026Q2: 1,852,977 shares 1,852,977 $97.8M 0.14% -244,142 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: 1,407,131 shares; 2024Q4: 1,436,308 shares; 2025Q1: 1,100,059 shares; 2025Q2: 2,407,544 shares; 2025Q3: 2,740,097 shares; 2025Q4: 2,711,645 shares; 2026Q1: 2,741,683 shares; 2026Q2: 2,643,627 shares 2,643,627 $97.2M 0.13% -98,056 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: 193,664 shares; 2024Q4: 187,725 shares; 2025Q1: 180,718 shares; 2025Q2: 171,941 shares; 2025Q3: 167,847 shares; 2025Q4: 131,376 shares; 2026Q1: 41,029 shares; 2026Q2: 126,073 shares 126,073 $95.3M 0.13% +85,044 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,764,376 shares; 2024Q4: 5,923,838 shares; 2025Q1: 6,487,627 shares; 2025Q2: 6,584,192 shares; 2025Q3: 5,746,678 shares; 2025Q4: 7,066,365 shares; 2026Q1: 7,035,546 shares; 2026Q2: 2,340,768 shares 2,340,768 $95.1M 0.13% -4,694,778 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: 371,160 shares; 2024Q4: 282,254 shares; 2025Q1: 601,161 shares; 2025Q2: 1,331,204 shares; 2025Q3: 1,269,687 shares; 2025Q4: 1,550,547 shares; 2026Q1: 1,491,545 shares; 2026Q2: 1,310,839 shares 1,310,839 $94.6M 0.13% -180,706 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: 801,089 shares; 2024Q4: 932,700 shares; 2025Q1: 1,982,826 shares; 2025Q2: 927,151 shares; 2025Q3: 1,079,490 shares; 2025Q4: 1,527,634 shares; 2026Q1: 1,417,019 shares; 2026Q2: 948,493 shares 948,493 $93.9M 0.13% -468,526 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675,238 shares; 2024Q4: 640,716 shares; 2025Q1: 563,266 shares; 2025Q2: 604,423 shares; 2025Q3: 648,048 shares; 2025Q4: 691,286 shares; 2026Q1: 655,991 shares; 2026Q2: 595,684 shares 595,684 $93.5M 0.13% -60,307 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,754 shares; 2024Q4: 34,157 shares; 2025Q1: 27,492 shares; 2025Q2: 24,114 shares; 2025Q3: 7,351 shares; 2025Q4: 133,738 shares; 2026Q1: 271,782 shares; 2026Q2: 433,569 shares 433,569 $93.2M 0.13% +161,787 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: 115,644 shares; 2025Q1: 110,198 shares; 2025Q2: 106,917 shares; 2025Q3: 103,782 shares; 2025Q4: 115,862 shares; 2026Q1: 102,883 shares; 2026Q2: 96,887 shares 96,887 $93.2M 0.13% -5,996 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: 570,392 shares; 2024Q4: 495,368 shares; 2025Q1: 484,909 shares; 2025Q2: 490,590 shares; 2025Q3: 520,398 shares; 2025Q4: 541,896 shares; 2026Q1: 564,895 shares; 2026Q2: 510,816 shares 510,816 $92.4M 0.13% -54,079 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: 258,415 shares; 2024Q4: 246,035 shares; 2025Q1: 255,410 shares; 2025Q2: 217,593 shares; 2025Q3: 222,651 shares; 2025Q4: 224,117 shares; 2026Q1: 226,096 shares; 2026Q2: 216,236 shares 216,236 $92.2M 0.13% -9,860 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: 283,472 shares; 2024Q4: 272,620 shares; 2025Q1: 209,714 shares; 2025Q2: 202,874 shares; 2025Q3: 184,741 shares; 2025Q4: 194,326 shares; 2026Q1: 174,147 shares; 2026Q2: 180,813 shares 180,813 $92.1M 0.13% +6,666 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,280 shares; 2024Q4: 263,212 shares; 2025Q1: 238,844 shares; 2025Q2: 244,591 shares; 2025Q3: 239,987 shares; 2025Q4: 224,383 shares; 2026Q1: 213,352 shares; 2026Q2: 1,080,873 shares 1,080,873 $89.3M 0.12% +867,521 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: 83,462 shares; 2024Q4: 82,964 shares; 2025Q1: 77,751 shares; 2025Q2: 648,927 shares; 2025Q3: 491,778 shares; 2025Q4: 499,783 shares; 2026Q1: 506,039 shares; 2026Q2: 444,976 shares 444,976 $89.3M 0.12% -61,063 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355,015 shares; 2024Q4: 2,109,020 shares; 2025Q1: 4,006,506 shares; 2025Q2: 1,759,969 shares; 2025Q3: 1,874,586 shares; 2025Q4: 2,001,397 shares; 2026Q1: 2,003,455 shares; 2026Q2: 1,072,301 shares 1,072,301 $88.8M 0.12% -931,154 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: 1,486,911 shares; 2024Q4: 1,342,497 shares; 2025Q1: 920,034 shares; 2025Q2: 755,193 shares; 2025Q3: 825,616 shares; 2025Q4: 879,513 shares; 2026Q1: 856,830 shares; 2026Q2: 739,299 shares 739,299 $88M 0.12% -117,531 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,381 shares; 2024Q4: 264,970 shares; 2025Q1: 542,678 shares; 2025Q2: 264,531 shares; 2025Q3: 349,717 shares; 2025Q4: 470,384 shares; 2026Q1: 532,581 shares; 2026Q2: 527,619 shares 527,619 $86.7M 0.12% -4,962 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: 147,363 shares; 2024Q4: 139,324 shares; 2025Q1: 397,180 shares; 2025Q2: 232,004 shares; 2025Q3: 205,677 shares; 2025Q4: 261,477 shares; 2026Q1: 242,597 shares; 2026Q2: 218,652 shares 218,652 $86.1M 0.12% -23,945 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: 15,472 shares; 2024Q4: 43,455 shares; 2025Q1: 70,339 shares; 2025Q2: 68,729 shares; 2025Q3: 67,818 shares; 2025Q4: 69,286 shares; 2026Q1: 68,198 shares; 2026Q2: 64,302 shares 64,302 $85.7M 0.12% -3,896 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: 137,575 shares; 2024Q4: 134,846 shares; 2025Q1: 251,828 shares; 2025Q2: 1,015,653 shares; 2025Q3: 292,284 shares; 2025Q4: 341,744 shares; 2026Q1: 337,771 shares; 2026Q2: 396,727 shares 396,727 $84.4M 0.12% +58,956 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: 1,074,851 shares; 2024Q4: 1,054,082 shares; 2025Q1: 1,054,097 shares; 2025Q2: 1,027,722 shares; 2025Q3: 759,589 shares; 2025Q4: 858,372 shares; 2026Q1: 925,496 shares; 2026Q2: 666,070 shares 666,070 $82.9M 0.11% -259,426 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: 699,383 shares; 2024Q4: 671,287 shares; 2025Q1: 648,813 shares; 2025Q2: 645,339 shares; 2025Q3: 636,749 shares; 2025Q4: 579,524 shares; 2026Q1: 546,827 shares; 2026Q2: 505,701 shares 505,701 $82.7M 0.11% -41,126 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452,138 shares; 2024Q4: 241,097 shares; 2025Q1: 286,973 shares; 2025Q2: 365,192 shares; 2025Q3: 954,854 shares; 2025Q4: 893,752 shares; 2026Q1: 1,715,275 shares; 2026Q2: 1,808,251 shares 1,808,251 $82.3M 0.11% +92,976 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: 407,401 shares; 2024Q4: 328,793 shares; 2025Q1: 275,109 shares; 2025Q2: 271,079 shares; 2025Q3: 253,648 shares; 2025Q4: 268,809 shares; 2026Q1: 334,767 shares; 2026Q2: 328,765 shares 328,765 $80.9M 0.11% -6,002 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302,253 shares; 2024Q4: 3,328,164 shares; 2025Q1: 3,151,361 shares; 2025Q2: 3,231,757 shares; 2025Q3: 3,492,187 shares; 2025Q4: 4,891,403 shares; 2026Q1: 2,329,960 shares; 2026Q2: 1,881,844 shares 1,881,844 $80.1M 0.11% -448,116 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: 886,578 shares; 2024Q4: 878,410 shares; 2025Q1: 881,454 shares; 2025Q2: 864,987 shares; 2025Q3: 908,471 shares; 2025Q4: 738,434 shares; 2026Q1: 496,095 shares; 2026Q2: 236,461 shares 236,461 $80M 0.11% -259,634 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: 112,252 shares; 2024Q4: 112,338 shares; 2025Q1: 219,028 shares; 2025Q2: 107,936 shares; 2025Q3: 21,697 shares; 2025Q4: 127,123 shares; 2026Q1: 126,240 shares; 2026Q2: 124,691 shares 124,691 $79.9M 0.11% -1,549 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,817 shares; 2025Q2: 132,856 shares; 2025Q3: 303,487 shares; 2025Q4: 935,920 shares; 2026Q1: 1,542,272 shares; 2026Q2: 2,982,984 shares 2,982,984 $79.1M 0.11% +1,440,712 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: 589,110 shares; 2024Q4: 562,360 shares; 2025Q1: 531,097 shares; 2025Q2: 534,775 shares; 2025Q3: 715,264 shares; 2025Q4: 1,123,381 shares; 2026Q1: 975,242 shares; 2026Q2: 1,062,982 shares 1,062,982 $79M 0.11% +87,740 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: 449,884 shares; 2024Q4: 467,474 shares; 2025Q1: 479,867 shares; 2025Q2: 468,624 shares; 2025Q3: 441,900 shares; 2025Q4: 524,574 shares; 2026Q1: 627,045 shares; 2026Q2: 564,137 shares 564,137 $79M 0.11% -62,908 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,663 shares; 2024Q4: 340,016 shares; 2025Q1: 502,818 shares; 2025Q2: 491,067 shares; 2025Q3: 659,046 shares; 2025Q4: 1,621,611 shares; 2026Q1: 1,693,142 shares; 2026Q2: 1,548,902 shares 1,548,902 $78M 0.11% -144,240 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: 508,810 shares; 2024Q4: 502,000 shares; 2025Q1: 457,608 shares; 2025Q2: 448,060 shares; 2025Q3: 399,457 shares; 2025Q4: 422,378 shares; 2026Q1: 408,761 shares; 2026Q2: 346,598 shares 346,598 $77.6M 0.11% -62,163 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: 169,201 shares; 2024Q4: 144,843 shares; 2025Q1: 283,100 shares; 2025Q2: 135,537 shares; 2025Q3: 144,429 shares; 2025Q4: 176,483 shares; 2026Q1: 179,474 shares; 2026Q2: 184,908 shares 184,908 $75.7M 0.1% +5,434 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,210 shares; 2025Q3: 1,216,742 shares; 2025Q4: 1,176,963 shares; 2026Q1: 1,034,009 shares; 2026Q2: 925,847 shares 925,847 $75M 0.1% -108,162 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: 324,500 shares; 2024Q4: 405,903 shares; 2025Q1: 414,458 shares; 2025Q2: 439,274 shares; 2025Q3: 459,792 shares; 2025Q4: 386,247 shares; 2026Q1: 612,593 shares; 2026Q2: 786,118 shares 786,118 $74.3M 0.1% +173,525 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: 448,102 shares; 2024Q4: 927,590 shares; 2025Q1: 860,705 shares; 2025Q2: 823,580 shares; 2025Q3: 787,242 shares; 2025Q4: 811,295 shares; 2026Q1: 742,114 shares; 2026Q2: 747,865 shares 747,865 $73.5M 0.1% +5,751 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: 56,622 shares; 2024Q4: 56,322 shares; 2025Q1: 53,107 shares; 2025Q2: 56,086 shares; 2025Q3: 55,419 shares; 2025Q4: 70,869 shares; 2026Q1: 70,745 shares; 2026Q2: 61,393 shares 61,393 $72.1M 0.1% -9,352 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: 221,107 shares; 2024Q4: 218,698 shares; 2025Q1: 200,366 shares; 2025Q2: 193,643 shares; 2025Q3: 183,401 shares; 2025Q4: 203,162 shares; 2026Q1: 208,938 shares; 2026Q2: 191,804 shares 191,804 $71.1M 0.1% -17,134 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: 416,669 shares; 2024Q4: 409,473 shares; 2025Q1: 336,735 shares; 2025Q2: 311,724 shares; 2025Q3: 289,618 shares; 2025Q4: 255,464 shares; 2026Q1: 246,057 shares; 2026Q2: 239,508 shares 239,508 $70.2M 0.1% -6,549 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781,333 shares; 2024Q4: 674,046 shares; 2025Q1: 643,600 shares; 2025Q2: 642,370 shares; 2025Q3: 647,608 shares; 2025Q4: 664,974 shares; 2026Q1: 643,262 shares; 2026Q2: 319,300 shares 319,300 $70.1M 0.1% -323,962 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: 591,055 shares; 2024Q4: 400,485 shares; 2025Q1: 401,545 shares; 2025Q2: 536,380 shares; 2025Q3: 260,495 shares; 2025Q4: 529,757 shares; 2026Q1: 532,605 shares; 2026Q2: 557,425 shares 557,425 $69.5M 0.1% +24,820 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,751,417 shares; 2024Q4: 22,502,420 shares; 2025Q1: 21,627,758 shares; 2025Q2: 20,840,936 shares; 2025Q3: 20,421,648 shares; 2025Q4: 20,403,866 shares; 2026Q1: 19,146,190 shares; 2026Q2: 2,507,780 shares 2,507,780 $69.5M 0.1% -16,638,410 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: 987,094 shares; 2024Q4: 1,139,659 shares; 2025Q1: 1,125,764 shares; 2025Q2: 1,110,314 shares; 2025Q3: 1,015,189 shares; 2025Q4: 1,113,400 shares; 2026Q1: 1,008,565 shares; 2026Q2: 719,290 shares 719,290 $69.4M 0.1% -289,275 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: 2,301,556 shares; 2024Q4: 2,061,668 shares; 2025Q1: 2,292,752 shares; 2025Q2: 4,312,887 shares; 2025Q3: 2,087,263 shares; 2025Q4: 1,500,352 shares; 2026Q1: 1,084,107 shares; 2026Q2: 1,196,479 shares 1,196,479 $69.2M 0.1% +112,372 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: 890,673 shares; 2024Q4: 881,460 shares; 2025Q1: 903,142 shares; 2025Q2: 1,044,887 shares; 2025Q3: 757,229 shares; 2025Q4: 1,030,928 shares; 2026Q1: 1,025,958 shares; 2026Q2: 715,599 shares 715,599 $69M 0.1% -310,359 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: 579,792 shares; 2024Q4: 541,528 shares; 2025Q1: 463,080 shares; 2025Q2: 452,823 shares; 2025Q3: 458,540 shares; 2025Q4: 479,904 shares; 2026Q1: 440,526 shares; 2026Q2: 437,208 shares 437,208 $68.5M 0.09% -3,318 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: 631,640 shares; 2024Q4: 632,803 shares; 2025Q1: 597,052 shares; 2025Q2: 596,101 shares; 2025Q3: 571,705 shares; 2025Q4: 601,849 shares; 2026Q1: 619,389 shares; 2026Q2: 538,310 shares 538,310 $68M 0.09% -81,079 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: 419,981 shares; 2024Q4: 372,502 shares; 2025Q1: 413,687 shares; 2025Q2: 406,964 shares; 2025Q3: 385,588 shares; 2025Q4: 400,809 shares; 2026Q1: 200,865 shares; 2026Q2: 389,857 shares 389,857 $67.8M 0.09% +188,992 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,022 shares; 2024Q4: 279,381 shares; 2025Q1: 411,069 shares; 2025Q2: 526,738 shares; 2025Q3: 615,598 shares; 2025Q4: 1,061,750 shares; 2026Q1: 1,332,420 shares; 2026Q2: 1,704,332 shares 1,704,332 $67.3M 0.09% +371,912 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,211 shares; 2025Q2: 521,618 shares; 2025Q3: 622,961 shares; 2025Q4: 1,100,388 shares; 2026Q1: 1,252,442 shares; 2026Q2: 1,312,998 shares 1,312,998 $66.9M 0.09% +60,556 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,139 shares; 2024Q4: 415,514 shares; 2025Q1: 403,154 shares; 2025Q2: 398,536 shares; 2025Q3: 384,109 shares; 2025Q4: 369,865 shares; 2026Q1: 305,202 shares; 2026Q2: 297,405 shares 297,405 $65.2M 0.09% -7,797 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316,464 shares; 2024Q4: 2,280,769 shares; 2025Q1: 2,343,221 shares; 2025Q2: 2,397,835 shares; 2025Q3: 2,339,043 shares; 2025Q4: 2,286,361 shares; 2026Q1: 2,271,259 shares; 2026Q2: 2,243,539 shares 2,243,539 $65.1M 0.09% -27,720 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: 488,728 shares; 2024Q4: 473,218 shares; 2025Q1: 249,988 shares; 2025Q2: 441,435 shares; 2025Q3: 283,869 shares; 2025Q4: 318,619 shares; 2026Q1: 317,498 shares; 2026Q2: 291,268 shares 291,268 $64.9M 0.09% -26,230 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: 2,140,733 shares; 2024Q4: 2,175,806 shares; 2025Q1: 1,964,910 shares; 2025Q2: 1,709,565 shares; 2025Q3: 463,729 shares; 2025Q4: 1,686,644 shares; 2026Q1: 1,646,838 shares; 2026Q2: 1,591,105 shares 1,591,105 $64M 0.09% -55,733 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,378 shares; 2024Q4: 71,026 shares; 2025Q1: 70,264 shares; 2025Q2: 71,410 shares; 2025Q3: 73,706 shares; 2025Q4: 47,080 shares; 2026Q1: 104,539 shares; 2026Q2: 110,486 shares 110,486 $63.7M 0.09% +5,947 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: 972,505 shares; 2024Q4: 793,915 shares; 2025Q1: 759,891 shares; 2025Q2: 730,449 shares; 2025Q3: 692,044 shares; 2025Q4: 725,683 shares; 2026Q1: 663,929 shares; 2026Q2: 666,181 shares 666,181 $63.6M 0.09% +2,252 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: 41,018 shares; 2024Q4: 40,867 shares; 2025Q1: 40,365 shares; 2025Q2: 40,384 shares; 2025Q3: 39,634 shares; 2025Q4: 38,617 shares; 2026Q1: 33,652 shares; 2026Q2: 46,533 shares 46,533 $63.3M 0.09% +12,881 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387,134 shares; 2024Q4: 167,448 shares; 2025Q1: 260,378 shares; 2025Q2: 318,057 shares; 2025Q3: 376,065 shares; 2025Q4: 714,692 shares; 2026Q1: 1,032,176 shares; 2026Q2: 1,344,031 shares 1,344,031 $63.1M 0.09% +311,855 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: 635,680 shares; 2024Q4: 837,432 shares; 2025Q1: 807,304 shares; 2025Q2: 754,224 shares; 2025Q3: 708,344 shares; 2025Q4: 768,717 shares; 2026Q1: 805,140 shares; 2026Q2: 682,541 shares 682,541 $63M 0.09% -122,599 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: 141,986 shares; 2024Q4: 134,523 shares; 2025Q1: 124,646 shares; 2025Q2: 114,202 shares; 2025Q3: 92,749 shares; 2025Q4: 220,167 shares; 2026Q1: 219,002 shares; 2026Q2: 181,940 shares 181,940 $62.6M 0.09% -37,062 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: 44,476 shares; 2024Q4: 437,171 shares; 2025Q1: 408,695 shares; 2025Q2: 430,647 shares; 2025Q3: 455,784 shares; 2025Q4: 466,796 shares; 2026Q1: 397,021 shares; 2026Q2: 451,333 shares 451,333 $62.2M 0.09% +54,312 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: 189,722 shares; 2024Q4: 554,651 shares; 2025Q1: 776,467 shares; 2025Q2: 1,567,140 shares; 2025Q3: 388,974 shares; 2025Q4: 486,695 shares; 2026Q1: 434,278 shares; 2026Q2: 644,943 shares 644,943 $62M 0.09% +210,665 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: 3,122,621 shares; 2024Q4: 2,637,707 shares; 2025Q1: 2,234,363 shares; 2025Q2: 2,054,574 shares; 2025Q3: 2,914,435 shares; 2025Q4: 2,829,723 shares; 2026Q1: 2,558,429 shares; 2026Q2: 2,547,672 shares 2,547,672 $61.3M 0.08% -10,757 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: 49,668 shares; 2024Q4: 67,694 shares; 2025Q1: 58,034 shares; 2025Q2: 110,282 shares; 2025Q3: 53,597 shares; 2025Q4: 51,333 shares; 2026Q1: 15,684 shares; 2026Q2: 44,086 shares 44,086 $60.9M 0.08% +28,402 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: 492,781 shares; 2024Q4: 483,365 shares; 2025Q1: 350,631 shares; 2025Q2: 223,654 shares; 2025Q3: 241,486 shares; 2025Q4: 286,225 shares; 2026Q1: 287,805 shares; 2026Q2: 237,388 shares 237,388 $60.6M 0.08% -50,417 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,514 shares; 2024Q4: 130,678 shares; 2025Q1: 202,453 shares; 2025Q2: 200,646 shares; 2025Q3: 1,132,785 shares; 2025Q4: 1,319,880 shares; 2026Q1: 1,273,662 shares; 2026Q2: 1,166,521 shares 1,166,521 $60.4M 0.08% -107,141 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: 165,052 shares; 2024Q4: 157,818 shares; 2025Q1: 143,508 shares; 2025Q2: 150,033 shares; 2025Q3: 156,053 shares; 2025Q4: 145,405 shares; 2026Q1: 143,216 shares; 2026Q2: 144,919 shares 144,919 $60.4M 0.08% +1,703 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: 444,176 shares; 2024Q4: 557,961 shares; 2025Q1: 763,443 shares; 2025Q2: 1,024,529 shares; 2025Q3: 1,213,223 shares; 2025Q4: 1,303,208 shares; 2026Q1: 1,547,264 shares; 2026Q2: 1,092,324 shares 1,092,324 $60.3M 0.08% -454,940 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: 443,477 shares; 2024Q4: 435,961 shares; 2025Q1: 884,422 shares; 2025Q2: 421,731 shares; 2025Q3: 374,678 shares; 2025Q4: 579,400 shares; 2026Q1: 488,467 shares; 2026Q2: 537,202 shares 537,202 $59.3M 0.08% +48,735 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: 264,131 shares 264,131 $59.1M 0.08% new 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: 306,354 shares; 2024Q4: 125,450 shares; 2025Q1: 120,504 shares; 2025Q2: 117,474 shares; 2025Q3: 116,177 shares; 2025Q4: 114,625 shares; 2026Q1: 122,006 shares; 2026Q2: 111,488 shares 111,488 $58.7M 0.08% -10,518 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: 546,080 shares; 2024Q4: 598,470 shares; 2025Q1: 532,227 shares; 2025Q2: 535,573 shares; 2025Q3: 476,184 shares; 2025Q4: 541,110 shares; 2026Q1: 495,792 shares; 2026Q2: 639,604 shares 639,604 $58.6M 0.08% +143,812 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 8,988 shares; 2025Q1: 9,384 shares; 2025Q2: 9,275 shares; 2025Q3: 8,980 shares; 2025Q4: 9,116 shares; 2026Q1: 9,124 shares; 2026Q2: 8,592 shares 8,592 $58.5M 0.08% -532 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: 139,006 shares; 2024Q4: 124,059 shares; 2025Q1: 99,591 shares; 2025Q2: 91,895 shares; 2025Q3: 92,398 shares; 2025Q4: 90,768 shares; 2026Q1: 122,004 shares; 2026Q2: 118,165 shares 118,165 $58.5M 0.08% -3,839 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: 638,852 shares; 2024Q4: 631,367 shares; 2025Q1: 554,688 shares; 2025Q2: 531,668 shares; 2025Q3: 526,360 shares; 2025Q4: 543,892 shares; 2026Q1: 461,778 shares; 2026Q2: 496,085 shares 496,085 $58.2M 0.08% +34,307 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: 92,723 shares; 2024Q4: 93,568 shares; 2025Q1: 97,518 shares; 2025Q2: 93,113 shares; 2025Q3: 127,587 shares; 2025Q4: 153,055 shares; 2026Q1: 157,641 shares; 2026Q2: 262,371 shares 262,371 $57.9M 0.08% +104,730 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 621,478 shares; 2025Q3: 620,972 shares; 2025Q4: 620,972 shares; 2026Q1: 613,072 shares; 2026Q2: 592,072 shares 592,072 $57.4M 0.08% -21,000 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 545,822 shares 545,822 $57.1M 0.08% new Timeline PWRL POWERLAW CORP More: the full row for POWERLAW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,862,217 shares 3,862,217 $56.7M 0.08% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,878 shares; 2024Q4: 6,057 shares; 2025Q1: 6,169 shares; 2025Q2: 6,212 shares; 2025Q3: 427,472 shares; 2025Q4: 414,991 shares; 2026Q1: 411,836 shares; 2026Q2: 406,964 shares 406,964 $55.4M 0.08% -4,872 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,448 shares; 2025Q1: 17,660 shares; 2025Q2: 85,507 shares; 2025Q3: 194,695 shares; 2025Q4: 425,889 shares; 2026Q1: 681,950 shares; 2026Q2: 1,054,760 shares 1,054,760 $55.2M 0.08% +372,810 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,216 shares; 2024Q4: 439,771 shares; 2025Q1: 392,840 shares; 2025Q2: 327,037 shares; 2025Q3: 324,843 shares; 2025Q4: 352,535 shares; 2026Q1: 342,161 shares; 2026Q2: 349,857 shares 349,857 $54.9M 0.08% +7,696 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: 683,302 shares; 2024Q4: 762,453 shares; 2025Q1: 558,585 shares; 2025Q2: 517,876 shares; 2025Q3: 434,245 shares; 2025Q4: 1,125,967 shares; 2026Q1: 1,168,470 shares; 2026Q2: 1,033,858 shares 1,033,858 $54.9M 0.08% -134,612 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,171 shares; 2024Q4: 33,231 shares; 2025Q1: 18,902 shares; 2025Q2: 45,638 shares; 2025Q3: 3,232,753 shares; 2025Q4: 2,998,446 shares; 2026Q1: 2,525,700 shares; 2026Q2: 2,276,137 shares 2,276,137 $54M 0.07% -249,563 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: 1,704,146 shares; 2024Q4: 1,587,712 shares; 2025Q1: 1,172,657 shares; 2025Q2: 2,109,062 shares; 2025Q3: 1,033,636 shares; 2025Q4: 786,317 shares; 2026Q1: 428,265 shares; 2026Q2: 591,275 shares 591,275 $53.9M 0.07% +163,010 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,004 shares; 2024Q4: 132,694 shares; 2025Q1: 99,395 shares; 2025Q2: 94,771 shares; 2025Q3: 65,895 shares; 2025Q4: 62,727 shares; 2026Q1: 144,107 shares; 2026Q2: 144,403 shares 144,403 $53.8M 0.07% +296 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: 882,535 shares; 2024Q4: 764,353 shares; 2025Q1: 1,059,060 shares; 2025Q2: 3,240,329 shares; 2025Q3: 823,306 shares; 2025Q4: 859,387 shares; 2026Q1: 813,072 shares; 2026Q2: 783,265 shares 783,265 $53.7M 0.07% -29,807 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: 45,210 shares; 2024Q4: 19,456 shares; 2025Q1: 16,934 shares; 2025Q2: 14,778 shares; 2025Q3: 262,678 shares; 2025Q4: 268,765 shares; 2026Q1: 275,034 shares; 2026Q2: 269,444 shares 269,444 $53.2M 0.07% -5,590 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723,238 shares; 2024Q4: 726,315 shares; 2025Q1: 579,255 shares; 2025Q2: 588,951 shares; 2025Q3: 547,325 shares; 2025Q4: 536,286 shares; 2026Q1: 540,281 shares; 2026Q2: 511,363 shares 511,363 $53.2M 0.07% -28,918 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910,048 shares; 2024Q4: 901,317 shares; 2025Q1: 952,063 shares; 2025Q2: 116,562 shares; 2025Q3: 1,474,214 shares; 2025Q4: 1,484,797 shares; 2026Q1: 1,500,199 shares; 2026Q2: 1,446,830 shares 1,446,830 $52.5M 0.07% -53,369 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: 301,251 shares; 2024Q4: 256,804 shares; 2025Q1: 251,560 shares; 2025Q2: 224,443 shares; 2025Q3: 222,740 shares; 2025Q4: 235,035 shares; 2026Q1: 240,620 shares; 2026Q2: 200,069 shares 200,069 $52.1M 0.07% -40,551 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840,880 shares; 2024Q4: 830,201 shares; 2025Q1: 858,447 shares; 2025Q2: 706,996 shares; 2025Q3: 690,549 shares; 2025Q4: 650,551 shares; 2026Q1: 649,535 shares; 2026Q2: 640,662 shares 640,662 $51.6M 0.07% -8,873 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: 129,265 shares; 2024Q4: 113,146 shares; 2025Q1: 106,550 shares; 2025Q2: 102,816 shares; 2025Q3: 101,731 shares; 2025Q4: 102,570 shares; 2026Q1: 86,492 shares; 2026Q2: 103,755 shares 103,755 $51.5M 0.07% +17,263 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855,792 shares; 2024Q4: 1,577,771 shares; 2025Q1: 1,350,741 shares; 2025Q2: 1,375,357 shares; 2025Q3: 1,374,146 shares; 2025Q4: 1,263,872 shares; 2026Q1: 1,311,424 shares; 2026Q2: 1,211,282 shares 1,211,282 $51.3M 0.07% -100,142 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: 433,927 shares; 2024Q4: 370,642 shares; 2025Q1: 352,232 shares; 2025Q2: 292,732 shares; 2025Q3: 269,980 shares; 2025Q4: 312,238 shares; 2026Q1: 311,372 shares; 2026Q2: 232,350 shares 232,350 $51.2M 0.07% -79,022 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: 176,761 shares; 2024Q4: 140,913 shares; 2025Q1: 220,963 shares; 2025Q2: 198,986 shares; 2025Q3: 322,615 shares; 2025Q4: 351,343 shares; 2026Q1: 339,841 shares; 2026Q2: 210,635 shares 210,635 $51.2M 0.07% -129,206 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: 872,706 shares; 2024Q4: 826,379 shares; 2025Q1: 833,865 shares; 2025Q2: 855,631 shares; 2025Q3: 597,280 shares; 2025Q4: 613,491 shares; 2026Q1: 436,566 shares; 2026Q2: 414,860 shares 414,860 $51.1M 0.07% -21,706 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: 22,844 shares; 2024Q4: 21,535 shares; 2025Q1: 17,943 shares; 2025Q2: 24,700 shares; 2025Q3: 23,776 shares; 2025Q4: 25,449 shares; 2026Q1: 22,197 shares; 2026Q2: 208,103 shares 208,103 $51M 0.07% +185,906 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: 421,728 shares; 2024Q4: 361,042 shares; 2025Q1: 361,411 shares; 2025Q2: 403,125 shares; 2025Q3: 370,459 shares; 2025Q4: 231,605 shares; 2026Q1: 222,682 shares; 2026Q2: 304,876 shares 304,876 $50.8M 0.07% +82,194 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: 108,896 shares; 2024Q4: 114,661 shares; 2025Q1: 110,255 shares; 2025Q2: 109,433 shares; 2025Q3: 86,081 shares; 2025Q4: 101,251 shares; 2026Q1: 183,349 shares; 2026Q2: 142,773 shares 142,773 $50.6M 0.07% -40,576 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: 225,531 shares 225,531 $49.9M 0.07% new Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065,634 shares; 2025Q4: 2,102,108 shares; 2026Q1: 1,899,112 shares; 2026Q2: 1,731,973 shares 1,731,973 $49.8M 0.07% -167,139 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: 117,616 shares; 2024Q4: 120,269 shares; 2025Q1: 109,394 shares; 2025Q2: 113,615 shares; 2025Q3: 111,061 shares; 2025Q4: 119,018 shares; 2026Q1: 94,822 shares; 2026Q2: 114,126 shares 114,126 $49.2M 0.07% +19,304 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: 141,046 shares; 2024Q4: 132,990 shares; 2025Q1: 140,000 shares; 2025Q2: 132,066 shares; 2025Q3: 130,181 shares; 2025Q4: 139,294 shares; 2026Q1: 143,723 shares; 2026Q2: 142,300 shares 142,300 $49M 0.07% -1,423 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,168 shares; 2024Q4: 256,769 shares; 2025Q1: 230,105 shares; 2025Q2: 221,792 shares; 2025Q3: 222,858 shares; 2025Q4: 215,525 shares; 2026Q1: 235,296 shares; 2026Q2: 215,103 shares 215,103 $48.8M 0.07% -20,193 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: 283,594 shares; 2024Q4: 335,507 shares; 2025Q1: 340,067 shares; 2025Q2: 323,121 shares; 2025Q3: 237,707 shares; 2025Q4: 257,048 shares; 2026Q1: 317,802 shares; 2026Q2: 334,931 shares 334,931 $48.4M 0.07% +17,129 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175,879 shares; 2024Q4: 1,159,021 shares; 2025Q1: 1,058,148 shares; 2025Q2: 897,026 shares; 2025Q3: 831,235 shares; 2025Q4: 628,120 shares; 2026Q1: 319,396 shares; 2026Q2: 435,078 shares 435,078 $48.4M 0.07% +115,682 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648,305 shares; 2024Q4: 602,385 shares; 2025Q1: 903,195 shares; 2025Q2: 938,475 shares; 2025Q3: 987,312 shares; 2025Q4: 1,025,495 shares; 2026Q1: 1,033,446 shares; 2026Q2: 770,094 shares 770,094 $46.8M 0.06% -263,352 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: 237,723 shares; 2024Q4: 243,377 shares; 2025Q1: 238,306 shares; 2025Q2: 242,666 shares; 2025Q3: 239,130 shares; 2025Q4: 250,249 shares; 2026Q1: 256,854 shares; 2026Q2: 196,602 shares 196,602 $46.8M 0.06% -60,252 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: 256,849 shares; 2024Q4: 244,585 shares; 2025Q1: 205,071 shares; 2025Q2: 229,109 shares; 2025Q3: 218,989 shares; 2025Q4: 308,343 shares; 2026Q1: 283,123 shares; 2026Q2: 288,761 shares 288,761 $46.8M 0.06% +5,638 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: 134,661 shares; 2024Q4: 139,686 shares; 2025Q1: 137,061 shares; 2025Q2: 138,506 shares; 2025Q3: 144,532 shares; 2025Q4: 143,644 shares; 2026Q1: 166,382 shares; 2026Q2: 130,644 shares 130,644 $46.5M 0.06% -35,738 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348,331 shares; 2024Q4: 1,315,168 shares; 2025Q1: 1,079,690 shares; 2025Q2: 943,027 shares; 2025Q3: 917,618 shares; 2025Q4: 900,862 shares; 2026Q1: 910,877 shares; 2026Q2: 897,078 shares 897,078 $46.4M 0.06% -13,799 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 849,279 shares; 2025Q1: 771,061 shares; 2025Q2: 815,810 shares; 2025Q3: 840,319 shares; 2025Q4: 872,826 shares; 2026Q1: 699,720 shares; 2026Q2: 670,114 shares 670,114 $46M 0.06% -29,606 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: 770,767 shares; 2024Q4: 687,472 shares; 2025Q1: 671,019 shares; 2025Q2: 816,850 shares; 2025Q3: 788,848 shares; 2025Q4: 848,000 shares; 2026Q1: 864,554 shares; 2026Q2: 422,533 shares 422,533 $45.5M 0.06% -442,021 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: 113,607 shares; 2024Q4: 388,595 shares; 2025Q1: 371,557 shares; 2025Q2: 700,970 shares; 2025Q3: 601,703 shares; 2025Q4: 627,063 shares; 2026Q1: 988,345 shares; 2026Q2: 942,029 shares 942,029 $45.2M 0.06% -46,316 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,482 shares; 2024Q4: 293,899 shares; 2025Q1: 291,779 shares; 2025Q2: 360,438 shares; 2025Q3: 371,962 shares; 2025Q4: 369,198 shares; 2026Q1: 304,414 shares; 2026Q2: 218,495 shares 218,495 $45.2M 0.06% -85,919 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489,037 shares; 2024Q4: 1,504,922 shares; 2025Q1: 1,482,073 shares; 2025Q2: 1,443,877 shares; 2025Q3: 14,683 shares; 2025Q4: 1,393,804 shares; 2026Q1: 1,349,275 shares; 2026Q2: 1,323,056 shares 1,323,056 $45.1M 0.06% -26,219 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273,420 shares; 2024Q4: 2,613,259 shares; 2025Q1: 2,174,701 shares; 2025Q2: 2,018,591 shares; 2025Q3: 1,762,417 shares; 2025Q4: 1,537,293 shares; 2026Q1: 1,389,823 shares; 2026Q2: 1,554,196 shares 1,554,196 $44.9M 0.06% +164,373 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592,191 shares; 2024Q4: 1,169,439 shares; 2025Q1: 1,183,618 shares; 2025Q2: 296,705 shares; 2025Q3: 1,363,869 shares; 2025Q4: 1,486,191 shares; 2026Q1: 1,384,923 shares; 2026Q2: 1,241,583 shares 1,241,583 $44.9M 0.06% -143,340 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: 341,464 shares; 2024Q4: 300,189 shares; 2025Q1: 316,646 shares; 2025Q2: 340,251 shares; 2025Q3: 340,237 shares; 2025Q4: 447,339 shares; 2026Q1: 548,683 shares; 2026Q2: 383,278 shares 383,278 $44.7M 0.06% -165,405 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: 371,144 shares; 2024Q4: 345,118 shares; 2025Q1: 314,687 shares; 2025Q2: 296,661 shares; 2025Q3: 227,043 shares; 2025Q4: 242,413 shares; 2026Q1: 160,893 shares; 2026Q2: 216,574 shares 216,574 $44.4M 0.06% +55,681 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: 484,358 shares; 2024Q4: 487,013 shares; 2025Q1: 477,710 shares; 2025Q2: 451,280 shares; 2025Q3: 418,445 shares; 2025Q4: 440,833 shares; 2026Q1: 417,509 shares; 2026Q2: 283,337 shares 283,337 $44.4M 0.06% -134,172 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,946 shares; 2024Q4: 625,852 shares; 2025Q1: 582,193 shares; 2025Q2: 555,082 shares; 2025Q3: 446,883 shares; 2025Q4: 516,938 shares; 2026Q1: 509,986 shares; 2026Q2: 473,519 shares 473,519 $43.9M 0.06% -36,467 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: 474,197 shares; 2024Q4: 452,284 shares; 2025Q1: 392,370 shares; 2025Q2: 378,994 shares; 2025Q3: 374,464 shares; 2025Q4: 397,228 shares; 2026Q1: 554,868 shares; 2026Q2: 419,758 shares 419,758 $43.4M 0.06% -135,110 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: 421,307 shares; 2024Q4: 374,079 shares; 2025Q1: 372,652 shares; 2025Q2: 364,581 shares; 2025Q3: 405,321 shares; 2025Q4: 358,907 shares; 2026Q1: 356,915 shares; 2026Q2: 294,818 shares 294,818 $43.1M 0.06% -62,097 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: 651,992 shares; 2024Q4: 619,139 shares; 2025Q1: 611,582 shares; 2025Q2: 959,017 shares; 2025Q3: 564,030 shares; 2025Q4: 601,950 shares; 2026Q1: 560,236 shares; 2026Q2: 548,904 shares 548,904 $42.9M 0.06% -11,332 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,234 shares; 2025Q3: 222,496 shares; 2025Q4: 234,037 shares; 2026Q1: 53,202 shares; 2026Q2: 417,771 shares 417,771 $42.5M 0.06% +364,569 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,269,199 shares; 2025Q1: 3,424,113 shares; 2025Q2: 3,312,008 shares; 2025Q3: 2,471,618 shares; 2025Q4: 2,034,505 shares; 2026Q1: 1,900,978 shares; 2026Q2: 1,183,896 shares 1,183,896 $42.2M 0.06% -717,082 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: 344,989 shares; 2024Q4: 356,099 shares; 2025Q1: 327,212 shares; 2025Q2: 348,572 shares; 2025Q3: 428,893 shares; 2025Q4: 420,189 shares; 2026Q1: 394,035 shares; 2026Q2: 351,704 shares 351,704 $41.4M 0.06% -42,331 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: 188,519 shares; 2024Q4: 181,697 shares; 2025Q1: 170,930 shares; 2025Q2: 171,677 shares; 2025Q3: 182,106 shares; 2025Q4: 191,623 shares; 2026Q1: 249,943 shares; 2026Q2: 241,593 shares 241,593 $41M 0.06% -8,350 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071,852 shares; 2024Q4: 1,046,058 shares; 2025Q1: 1,041,923 shares; 2025Q2: 1,082,444 shares; 2025Q3: 341,164 shares; 2025Q4: 1,086,838 shares; 2026Q1: 1,058,778 shares; 2026Q2: 1,018,423 shares 1,018,423 $40.9M 0.06% -40,355 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,393,854 shares; 2024Q4: 4,859,368 shares; 2025Q1: 4,200,534 shares; 2025Q2: 1,530,063 shares; 2025Q3: 6,087,053 shares; 2025Q4: 5,217,576 shares; 2026Q1: 4,527,780 shares; 2026Q2: 3,162,346 shares 3,162,346 $40.7M 0.06% -1,365,434 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: 632,969 shares; 2024Q4: 636,908 shares; 2025Q1: 674,667 shares; 2025Q2: 625,286 shares; 2025Q3: 276,220 shares; 2025Q4: 606,555 shares; 2026Q1: 594,714 shares; 2026Q2: 493,378 shares 493,378 $40.6M 0.06% -101,336 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586,148 shares; 2024Q4: 2,382,326 shares; 2025Q1: 2,342,154 shares; 2025Q2: 2,447,866 shares; 2025Q3: 2,375,774 shares; 2025Q4: 2,410,532 shares; 2026Q1: 2,473,310 shares; 2026Q2: 1,955,919 shares 1,955,919 $40.5M 0.06% -517,391 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: 307,011 shares; 2025Q1: 370,609 shares; 2025Q2: 396,269 shares; 2025Q3: 420,141 shares; 2025Q4: 500,812 shares; 2026Q1: 232,147 shares; 2026Q2: 233,278 shares 233,278 $39.6M 0.05% +1,131 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: 668,092 shares; 2024Q4: 663,115 shares; 2025Q1: 668,683 shares; 2025Q2: 659,176 shares; 2025Q3: 582,377 shares; 2025Q4: 637,498 shares; 2026Q1: 618,594 shares; 2026Q2: 592,394 shares 592,394 $39.4M 0.05% -26,200 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: 284,595 shares; 2024Q4: 269,232 shares; 2025Q1: 509,834 shares; 2025Q2: 275,124 shares; 2025Q3: 304,135 shares; 2025Q4: 344,327 shares; 2026Q1: 346,339 shares; 2026Q2: 285,498 shares 285,498 $39.3M 0.05% -60,841 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 1,975 shares; 2025Q1: 2,627 shares; 2025Q2: 3,045 shares; 2025Q3: 153,002 shares; 2025Q4: not reported; 2026Q1: 149,392 shares; 2026Q2: 145,505 shares 145,505 $38.5M 0.05% -3,887 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: 51,146 shares; 2024Q4: 41,756 shares; 2025Q1: 39,387 shares; 2025Q2: 31,539 shares; 2025Q3: 47,000 shares; 2025Q4: 54,100 shares; 2026Q1: 84,831 shares; 2026Q2: 79,583 shares 79,583 $38.5M 0.05% -5,248 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: 38,686 shares; 2024Q4: 39,067 shares; 2025Q1: 38,698 shares; 2025Q2: 40,554 shares; 2025Q3: 42,053 shares; 2025Q4: 45,287 shares; 2026Q1: 47,844 shares; 2026Q2: 98,705 shares 98,705 $38.5M 0.05% +50,861 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: 552,140 shares; 2024Q4: 491,228 shares; 2025Q1: 485,006 shares; 2025Q2: 511,981 shares; 2025Q3: 573,583 shares; 2025Q4: 533,924 shares; 2026Q1: 559,514 shares; 2026Q2: 534,418 shares 534,418 $38.5M 0.05% -25,096 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: 320,231 shares; 2024Q4: 319,733 shares; 2025Q1: 320,418 shares; 2025Q2: 323,869 shares; 2025Q3: 341,108 shares; 2025Q4: 335,915 shares; 2026Q1: 296,553 shares; 2026Q2: 303,446 shares 303,446 $38.4M 0.05% +6,893 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: 1,024,450 shares; 2024Q4: 1,041,689 shares; 2025Q1: 343,079 shares; 2025Q2: 602,270 shares; 2025Q3: 712,037 shares; 2025Q4: 679,862 shares; 2026Q1: 604,035 shares; 2026Q2: 503,990 shares 503,990 $38.1M 0.05% -100,045 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562,347 shares; 2024Q4: 580,034 shares; 2025Q1: 563,324 shares; 2025Q2: 584,778 shares; 2025Q3: 655,978 shares; 2025Q4: 636,222 shares; 2026Q1: 665,427 shares; 2026Q2: 657,330 shares 657,330 $37.9M 0.05% -8,097 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,452 shares; 2024Q4: 9,390 shares; 2025Q1: 18,724 shares; 2025Q2: 315,597 shares; 2025Q3: 341,919 shares; 2025Q4: not reported; 2026Q1: 481,492 shares; 2026Q2: 474,192 shares 474,192 $37.7M 0.05% -7,300 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: 16,869 shares; 2024Q4: 16,665 shares; 2025Q1: 16,273 shares; 2025Q2: 15,622 shares; 2025Q3: 14,567 shares; 2025Q4: 12,741 shares; 2026Q1: 10,176 shares; 2026Q2: 11,599 shares 11,599 $37.1M 0.05% +1,423 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: 170,559 shares; 2024Q4: 165,215 shares; 2025Q1: 172,265 shares; 2025Q2: 179,059 shares; 2025Q3: 156,787 shares; 2025Q4: 178,286 shares; 2026Q1: 103,071 shares; 2026Q2: 214,800 shares 214,800 $36.5M 0.05% +111,729 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: 214,633 shares; 2024Q4: 164,725 shares; 2025Q1: 139,951 shares; 2025Q2: 113,555 shares; 2025Q3: 137,268 shares; 2025Q4: not reported; 2026Q1: 6,614 shares; 2026Q2: 109,936 shares 109,936 $36.3M 0.05% +103,322 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: 64,793 shares; 2024Q4: 60,337 shares; 2025Q1: 56,753 shares; 2025Q2: 60,390 shares; 2025Q3: 100,743 shares; 2025Q4: 181,900 shares; 2026Q1: 143,525 shares; 2026Q2: 175,054 shares 175,054 $35.3M 0.05% +31,529 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: 162,592 shares; 2024Q4: 105,232 shares; 2025Q1: 219,538 shares; 2025Q2: 55,340 shares; 2025Q3: 47,344 shares; 2025Q4: 122,918 shares; 2026Q1: 125,808 shares; 2026Q2: 155,184 shares 155,184 $35.2M 0.05% +29,376 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: 2,016,575 shares; 2024Q4: 1,518,535 shares; 2025Q1: 1,638,610 shares; 2025Q2: 1,171,231 shares; 2025Q3: 833,046 shares; 2025Q4: 805,544 shares; 2026Q1: 742,925 shares; 2026Q2: 755,653 shares 755,653 $35.1M 0.05% +12,728 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: 1,769,067 shares; 2024Q4: 1,649,981 shares; 2025Q1: 1,386,753 shares; 2025Q2: 1,303,983 shares; 2025Q3: 1,043,927 shares; 2025Q4: 760,732 shares; 2026Q1: 535,672 shares; 2026Q2: 487,990 shares 487,990 $35.1M 0.05% -47,682 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: 109,468 shares; 2024Q4: 112,051 shares; 2025Q1: 109,021 shares; 2025Q2: 106,809 shares; 2025Q3: 188,064 shares; 2025Q4: 140,603 shares; 2026Q1: 153,375 shares; 2026Q2: 126,767 shares 126,767 $34.9M 0.05% -26,608 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: 1,669,341 shares; 2024Q4: 1,678,533 shares; 2025Q1: 522,331 shares; 2025Q2: 1,690,771 shares; 2025Q3: 1,847,279 shares; 2025Q4: 1,880,623 shares; 2026Q1: 1,733,600 shares; 2026Q2: 1,821,330 shares 1,821,330 $34.8M 0.05% +87,730 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: 197,597 shares; 2024Q4: 168,814 shares; 2025Q1: 151,657 shares; 2025Q2: 145,582 shares; 2025Q3: 139,260 shares; 2025Q4: 143,963 shares; 2026Q1: 124,118 shares; 2026Q2: 134,037 shares 134,037 $34.3M 0.05% +9,919 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: 629,002 shares; 2024Q4: 558,053 shares; 2025Q1: 551,905 shares; 2025Q2: 1,014,272 shares; 2025Q3: 585,729 shares; 2025Q4: 611,606 shares; 2026Q1: 503,635 shares; 2026Q2: 400,337 shares 400,337 $33.9M 0.05% -103,298 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,867 shares; 2024Q4: 74,715 shares; 2025Q1: 73,118 shares; 2025Q2: 140,267 shares; 2025Q3: 64,412 shares; 2025Q4: 43,082 shares; 2026Q1: 5,012 shares; 2026Q2: 26,147 shares 26,147 $33.4M 0.05% +21,135 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,578 shares; 2024Q4: 386,378 shares; 2025Q1: 388,816 shares; 2025Q2: 423,452 shares; 2025Q3: 452,918 shares; 2025Q4: 472,712 shares; 2026Q1: 480,568 shares; 2026Q2: 489,744 shares 489,744 $33.1M 0.05% +9,176 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: 37,266 shares; 2024Q4: 29,738 shares; 2025Q1: 32,154 shares; 2025Q2: 49,558 shares; 2025Q3: 58,270 shares; 2025Q4: 59,679 shares; 2026Q1: 65,355 shares; 2026Q2: 51,543 shares 51,543 $32.9M 0.05% -13,812 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: 8,746 shares; 2025Q2: 7,785 shares; 2025Q3: 10,834 shares; 2025Q4: 9,828 shares; 2026Q1: 15,204 shares; 2026Q2: 14,409 shares 14,409 $32.8M 0.05% -795 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: 358,161 shares; 2024Q4: 351,067 shares; 2025Q1: 346,737 shares; 2025Q2: 306,803 shares; 2025Q3: 293,579 shares; 2025Q4: 226,712 shares; 2026Q1: 110,153 shares; 2026Q2: 153,096 shares 153,096 $32.6M 0.05% +42,943 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: 135,646 shares; 2024Q4: 127,536 shares; 2025Q1: 119,432 shares; 2025Q2: 66,289 shares; 2025Q3: 61,224 shares; 2025Q4: 61,048 shares; 2026Q1: 84,868 shares; 2026Q2: 92,638 shares 92,638 $32.4M 0.04% +7,770 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,187,957 shares; 2025Q4: 1,112,008 shares; 2026Q1: 931,290 shares; 2026Q2: 768,521 shares 768,521 $32.4M 0.04% -162,769 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,176 shares; 2024Q4: 218,800 shares; 2025Q1: 311,809 shares; 2025Q2: 418,034 shares; 2025Q3: 598,855 shares; 2025Q4: 950,738 shares; 2026Q1: 1,208,395 shares; 2026Q2: 1,484,759 shares 1,484,759 $32.3M 0.04% +276,364 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533,997 shares; 2024Q4: 695,881 shares; 2025Q1: 918,721 shares; 2025Q2: 893,195 shares; 2025Q3: 372,300 shares; 2025Q4: 893,211 shares; 2026Q1: 883,843 shares; 2026Q2: 630,077 shares 630,077 $32.1M 0.04% -253,766 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,826 shares; 2026Q1: 439,869 shares; 2026Q2: 533,030 shares 533,030 $32M 0.04% +93,161 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,947 shares; 2024Q4: 258,612 shares; 2025Q1: 191,421 shares; 2025Q2: 185,108 shares; 2025Q3: 184,918 shares; 2025Q4: 186,265 shares; 2026Q1: 221,631 shares; 2026Q2: 240,532 shares 240,532 $32M 0.04% +18,901 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,412 shares; 2024Q4: 473,972 shares; 2025Q1: 181,145 shares; 2025Q2: 274,257 shares; 2025Q3: 321,368 shares; 2025Q4: 359,722 shares; 2026Q1: 396,402 shares; 2026Q2: 414,366 shares 414,366 $31.5M 0.04% +17,964 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,670 shares; 2024Q4: 270,200 shares; 2025Q1: 774,816 shares; 2025Q2: 761,075 shares; 2025Q3: 738,879 shares; 2025Q4: 755,987 shares; 2026Q1: 758,894 shares; 2026Q2: 582,979 shares 582,979 $31.5M 0.04% -175,915 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,636 shares; 2024Q4: 125,562 shares; 2025Q1: 125,744 shares; 2025Q2: 131,779 shares; 2025Q3: 135,289 shares; 2025Q4: 144,983 shares; 2026Q1: 125,726 shares; 2026Q2: 120,422 shares 120,422 $31.4M 0.04% -5,304 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397,574 shares; 2024Q4: 1,276,710 shares; 2025Q1: 1,124,418 shares; 2025Q2: 1,051,405 shares; 2025Q3: 728,080 shares; 2025Q4: 709,353 shares; 2026Q1: 672,999 shares; 2026Q2: 649,429 shares 649,429 $31.1M 0.04% -23,570 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: 627,507 shares; 2024Q4: 612,668 shares; 2025Q1: 534,828 shares; 2025Q2: 512,446 shares; 2025Q3: 455,390 shares; 2025Q4: 489,348 shares; 2026Q1: 445,821 shares; 2026Q2: 532,609 shares 532,609 $30.7M 0.04% +86,788 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: 2,833,442 shares; 2024Q4: 2,817,468 shares; 2025Q1: 2,274,433 shares; 2025Q2: 2,099,270 shares; 2025Q3: 1,776,271 shares; 2025Q4: 1,743,683 shares; 2026Q1: 1,947,599 shares; 2026Q2: 1,246,308 shares 1,246,308 $30.6M 0.04% -701,291 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: 136,702 shares; 2024Q4: 134,187 shares; 2025Q1: 138,331 shares; 2025Q2: 106,363 shares; 2025Q3: 138,229 shares; 2025Q4: 219,216 shares; 2026Q1: 37,693 shares; 2026Q2: 198,342 shares 198,342 $30.5M 0.04% +160,649 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733,905 shares; 2025Q4: 739,939 shares; 2026Q1: 676,289 shares; 2026Q2: 599,909 shares 599,909 $30.4M 0.04% -76,380 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221,826 shares; 2024Q4: 1,234,899 shares; 2025Q1: 1,162,236 shares; 2025Q2: 32,787,397 shares; 2025Q3: 613,026 shares; 2025Q4: 638,087 shares; 2026Q1: 635,383 shares; 2026Q2: 623,892 shares 623,892 $30M 0.04% -11,491 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,389 shares; 2024Q4: 122,496 shares; 2025Q1: not reported; 2025Q2: 164,371 shares; 2025Q3: 209,063 shares; 2025Q4: 288,763 shares; 2026Q1: 443,004 shares; 2026Q2: 866,140 shares 866,140 $30M 0.04% +423,136 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: 461,935 shares; 2024Q4: 474,834 shares; 2025Q1: 472,415 shares; 2025Q2: 458,330 shares; 2025Q3: 398,635 shares; 2025Q4: 449,482 shares; 2026Q1: 294,886 shares; 2026Q2: 402,497 shares 402,497 $29.5M 0.04% +107,611 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,392 shares; 2024Q4: 498,472 shares; 2025Q1: 484,104 shares; 2025Q2: 463,932 shares; 2025Q3: 431,330 shares; 2025Q4: 87,461 shares; 2026Q1: 343,837 shares; 2026Q2: 325,280 shares 325,280 $29.3M 0.04% -18,557 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,745 shares; 2024Q4: 706,947 shares; 2025Q1: 671,303 shares; 2025Q2: 693,121 shares; 2025Q3: 774,495 shares; 2025Q4: 847,613 shares; 2026Q1: 870,816 shares; 2026Q2: 1,001,507 shares 1,001,507 $29M 0.04% +130,691 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,523 shares; 2024Q4: 62,657 shares; 2025Q1: 59,107 shares; 2025Q2: 66,203 shares; 2025Q3: 84,038 shares; 2025Q4: 80,551 shares; 2026Q1: 73,709 shares; 2026Q2: 299,352 shares 299,352 $28.6M 0.04% +225,643 Timeline PXF 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: 631,024 shares; 2024Q4: 572,589 shares; 2025Q1: 538,509 shares; 2025Q2: 480,380 shares; 2025Q3: 463,127 shares; 2025Q4: 57,717 shares; 2026Q1: 439,205 shares; 2026Q2: 378,062 shares 378,062 $28.6M 0.04% -61,143 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,466 shares; 2024Q4: 115,135 shares; 2025Q1: 234,924 shares; 2025Q2: 117,840 shares; 2025Q3: 439,967 shares; 2025Q4: 453,170 shares; 2026Q1: 343,401 shares; 2026Q2: 315,542 shares 315,542 $28.6M 0.04% -27,859 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: 42,656 shares; 2024Q4: 57,386 shares; 2025Q1: 44,712 shares; 2025Q2: 37,270 shares; 2025Q3: 45,134 shares; 2025Q4: 46,912 shares; 2026Q1: 108,884 shares; 2026Q2: 105,692 shares 105,692 $28.4M 0.04% -3,192 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: 460,691 shares; 2024Q4: 395,523 shares; 2025Q1: 346,197 shares; 2025Q2: 235,009 shares; 2025Q3: 123,365 shares; 2025Q4: 252,748 shares; 2026Q1: 300,612 shares; 2026Q2: 264,084 shares 264,084 $28.4M 0.04% -36,528 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 686,029 shares; 2026Q1: 567,991 shares; 2026Q2: 532,918 shares 532,918 $28.3M 0.04% -35,073 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: 1,103,765 shares; 2024Q4: 1,037,751 shares; 2025Q1: 825,708 shares; 2025Q2: 814,346 shares; 2025Q3: 418,001 shares; 2025Q4: 360,679 shares; 2026Q1: 326,785 shares; 2026Q2: 326,780 shares 326,780 $28.3M 0.04% -5 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: 224,363 shares; 2024Q4: 210,439 shares; 2025Q1: 307,944 shares; 2025Q2: 155,886 shares; 2025Q3: 225,732 shares; 2025Q4: 249,160 shares; 2026Q1: 237,759 shares; 2026Q2: 275,765 shares 275,765 $28.2M 0.04% +38,006 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: 207,026 shares; 2024Q4: 172,000 shares; 2025Q1: 139,507 shares; 2025Q2: 69,851 shares; 2025Q3: 68,243 shares; 2025Q4: 77,515 shares; 2026Q1: 73,553 shares; 2026Q2: 55,301 shares 55,301 $28.2M 0.04% -18,252 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: 93,034 shares; 2024Q4: 83,791 shares; 2025Q1: 83,029 shares; 2025Q2: 105,438 shares; 2025Q3: 129,880 shares; 2025Q4: 157,519 shares; 2026Q1: 146,941 shares; 2026Q2: 433,628 shares 433,628 $27.8M 0.04% +286,687 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: 165,622 shares; 2024Q4: 167,313 shares; 2025Q1: 103,755 shares; 2025Q2: 90,492 shares; 2025Q3: 240,075 shares; 2025Q4: 299,886 shares; 2026Q1: 115,091 shares; 2026Q2: 73,839 shares 73,839 $27.7M 0.04% -41,252 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: 120,096 shares; 2024Q4: 120,500 shares; 2025Q1: 96,616 shares; 2025Q2: 95,182 shares; 2025Q3: 95,160 shares; 2025Q4: 109,246 shares; 2026Q1: 124,102 shares; 2026Q2: 88,021 shares 88,021 $27.6M 0.04% -36,081 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,229 shares; 2024Q4: 216,142 shares; 2025Q1: 223,772 shares; 2025Q2: 220,275 shares; 2025Q3: 202,524 shares; 2025Q4: 211,327 shares; 2026Q1: 212,318 shares; 2026Q2: 216,659 shares 216,659 $27.4M 0.04% +4,341 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,412 shares; 2024Q4: 203,927 shares; 2025Q1: 199,361 shares; 2025Q2: 208,679 shares; 2025Q3: 275,446 shares; 2025Q4: 273,972 shares; 2026Q1: 288,847 shares; 2026Q2: 230,067 shares 230,067 $27.2M 0.04% -58,780 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: 687,205 shares; 2024Q4: 616,644 shares; 2025Q1: 546,766 shares; 2025Q2: 490,287 shares; 2025Q3: 404,611 shares; 2025Q4: 513,400 shares; 2026Q1: 428,092 shares; 2026Q2: 446,932 shares 446,932 $27M 0.04% +18,840 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: 812,950 shares; 2024Q4: 607,409 shares; 2025Q1: 1,146,358 shares; 2025Q2: 380,116 shares; 2025Q3: 340,546 shares; 2025Q4: 358,796 shares; 2026Q1: 355,543 shares; 2026Q2: 326,906 shares 326,906 $26.8M 0.04% -28,637 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: 476,398 shares; 2024Q4: 460,092 shares; 2025Q1: 415,363 shares; 2025Q2: 414,864 shares; 2025Q3: 335,043 shares; 2025Q4: 357,264 shares; 2026Q1: 356,929 shares; 2026Q2: 341,233 shares 341,233 $26.5M 0.04% -15,696 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: 147,492 shares; 2024Q4: 135,211 shares; 2025Q1: 203,583 shares; 2025Q2: 133,480 shares; 2025Q3: 146,613 shares; 2025Q4: 138,377 shares; 2026Q1: 108,564 shares; 2026Q2: 119,244 shares 119,244 $26.4M 0.04% +10,680 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: 192,066 shares; 2024Q4: 188,130 shares; 2025Q1: 186,729 shares; 2025Q2: 187,219 shares; 2025Q3: 145,312 shares; 2025Q4: 193,913 shares; 2026Q1: 327,091 shares; 2026Q2: 235,374 shares 235,374 $26.3M 0.04% -91,717 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: 73,373 shares; 2024Q4: 86,671 shares; 2025Q1: 117,536 shares; 2025Q2: 138,137 shares; 2025Q3: 133,950 shares; 2025Q4: 89,112 shares; 2026Q1: 30,038 shares; 2026Q2: 63,017 shares 63,017 $26.2M 0.04% +32,979 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,715 shares; 2024Q4: 376,713 shares; 2025Q1: 325,063 shares; 2025Q2: 326,256 shares; 2025Q3: 323,984 shares; 2025Q4: 320,510 shares; 2026Q1: 319,655 shares; 2026Q2: 312,468 shares 312,468 $26M 0.04% -7,187 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: 328,891 shares; 2024Q4: 305,856 shares; 2025Q1: 290,766 shares; 2025Q2: 286,429 shares; 2025Q3: 262,502 shares; 2025Q4: 253,123 shares; 2026Q1: 230,401 shares; 2026Q2: 236,458 shares 236,458 $26M 0.04% +6,057 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,574 shares; 2024Q4: 230,583 shares; 2025Q1: 235,692 shares; 2025Q2: 770,567 shares; 2025Q3: 252,670 shares; 2025Q4: 740,371 shares; 2026Q1: 702,206 shares; 2026Q2: 689,941 shares 689,941 $25.7M 0.04% -12,265 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: 150,930 shares; 2024Q4: 137,478 shares; 2025Q1: 88,573 shares; 2025Q2: 89,410 shares; 2025Q3: 87,106 shares; 2025Q4: 92,032 shares; 2026Q1: 88,204 shares; 2026Q2: 81,428 shares 81,428 $25.6M 0.04% -6,776 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,204 shares; 2024Q4: 22,987 shares; 2025Q1: 23,901 shares; 2025Q2: 22,033 shares; 2025Q3: 22,931 shares; 2025Q4: 25,278 shares; 2026Q1: 58,430 shares; 2026Q2: 63,441 shares 63,441 $25.5M 0.04% +5,011 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,029 shares; 2024Q4: 445,112 shares; 2025Q1: 496,890 shares; 2025Q2: 531,374 shares; 2025Q3: 566,341 shares; 2025Q4: 581,365 shares; 2026Q1: 576,560 shares; 2026Q2: 552,717 shares 552,717 $25.5M 0.04% -23,843 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,723 shares; 2024Q4: 134,265 shares; 2025Q1: 124,524 shares; 2025Q2: 880,189 shares; 2025Q3: 145,351 shares; 2025Q4: 208,669 shares; 2026Q1: 207,300 shares; 2026Q2: 192,960 shares 192,960 $25.4M 0.04% -14,340 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,002 shares; 2024Q4: 663,609 shares; 2025Q1: 651,939 shares; 2025Q2: 641,377 shares; 2025Q3: 733,670 shares; 2025Q4: 870,730 shares; 2026Q1: 828,191 shares; 2026Q2: 686,859 shares 686,859 $25.3M 0.04% -141,332 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: 209,373 shares; 2024Q4: 194,584 shares; 2025Q1: 191,282 shares; 2025Q2: 176,844 shares; 2025Q3: 160,015 shares; 2025Q4: 171,060 shares; 2026Q1: 160,451 shares; 2026Q2: 157,300 shares 157,300 $25.1M 0.03% -3,151 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,492 shares; 2024Q4: 65,840 shares; 2025Q1: 31,930 shares; 2025Q2: 31,649 shares; 2025Q3: 43,353 shares; 2025Q4: 50,937 shares; 2026Q1: 169,656 shares; 2026Q2: 175,373 shares 175,373 $25.1M 0.03% +5,717 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: 118,221 shares; 2024Q4: 103,977 shares; 2025Q1: 100,477 shares; 2025Q2: 53,400 shares; 2025Q3: 52,951 shares; 2025Q4: 52,713 shares; 2026Q1: 120,420 shares; 2026Q2: 117,893 shares 117,893 $25.1M 0.03% -2,527 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326,211 shares; 2024Q4: 1,311,541 shares; 2025Q1: 976,070 shares; 2025Q2: 866,198 shares; 2025Q3: 61,563 shares; 2025Q4: 669,149 shares; 2026Q1: 571,882 shares; 2026Q2: 499,187 shares 499,187 $25.1M 0.03% -72,695 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,290 shares; 2024Q4: 114,047 shares; 2025Q1: 112,523 shares; 2025Q2: 114,278 shares; 2025Q3: 117,019 shares; 2025Q4: 132,471 shares; 2026Q1: 178,256 shares; 2026Q2: 107,568 shares 107,568 $25.1M 0.03% -70,688 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: 822,466 shares; 2024Q4: 831,912 shares; 2025Q1: 711,466 shares; 2025Q2: 658,182 shares; 2025Q3: 622,259 shares; 2025Q4: 661,008 shares; 2026Q1: 641,032 shares; 2026Q2: 524,433 shares 524,433 $24.9M 0.03% -116,599 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: 27,262 shares; 2024Q4: 30,116 shares; 2025Q1: 30,667 shares; 2025Q2: 32,154 shares; 2025Q3: 33,128 shares; 2025Q4: 34,972 shares; 2026Q1: 38,251 shares; 2026Q2: 32,614 shares 32,614 $24.9M 0.03% -5,637 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: 560,845 shares; 2024Q4: 515,443 shares; 2025Q1: 352,966 shares; 2025Q2: 457,214 shares; 2025Q3: 427,782 shares; 2025Q4: 550,405 shares; 2026Q1: 794,754 shares; 2026Q2: 462,778 shares 462,778 $24.8M 0.03% -331,976 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: 339,738 shares; 2024Q4: 322,117 shares; 2025Q1: 311,195 shares; 2025Q2: 316,381 shares; 2025Q3: 193,963 shares; 2025Q4: 195,784 shares; 2026Q1: 95,428 shares; 2026Q2: 182,647 shares 182,647 $24.7M 0.03% +87,219 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: 33,803 shares; 2024Q4: 20,780 shares; 2025Q1: 18,100 shares; 2025Q2: 24,583 shares; 2025Q3: 29,788 shares; 2025Q4: 35,378 shares; 2026Q1: 36,235 shares; 2026Q2: 25,430 shares 25,430 $24.5M 0.03% -10,805 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: 98,071 shares; 2024Q4: 96,060 shares; 2025Q1: 88,362 shares; 2025Q2: 80,546 shares; 2025Q3: 72,444 shares; 2025Q4: 76,111 shares; 2026Q1: 40,653 shares; 2026Q2: 73,158 shares 73,158 $24.3M 0.03% +32,505 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,186 shares; 2024Q4: 69,976 shares; 2025Q1: 79,580 shares; 2025Q2: 93,345 shares; 2025Q3: 92,487 shares; 2025Q4: 108,672 shares; 2026Q1: 248,052 shares; 2026Q2: 177,932 shares 177,932 $24.2M 0.03% -70,120 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: 27,341 shares; 2024Q4: 18,482 shares; 2025Q1: 17,076 shares; 2025Q2: 18,870 shares; 2025Q3: 77,517 shares; 2025Q4: 79,005 shares; 2026Q1: 80,285 shares; 2026Q2: 78,666 shares 78,666 $24.1M 0.03% -1,619 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: 193,437 shares; 2024Q4: 170,092 shares; 2025Q1: 317,870 shares; 2025Q2: 157,374 shares; 2025Q3: 162,590 shares; 2025Q4: 167,966 shares; 2026Q1: 139,007 shares; 2026Q2: 163,106 shares 163,106 $23.9M 0.03% +24,099 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: 119,616 shares; 2024Q4: 176,323 shares; 2025Q1: 139,984 shares; 2025Q2: 159,253 shares; 2025Q3: 148,028 shares; 2025Q4: 183,486 shares; 2026Q1: 218,843 shares; 2026Q2: 150,249 shares 150,249 $23.8M 0.03% -68,594 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: 13,655 shares; 2024Q4: 188,591 shares; 2025Q1: 169,637 shares; 2025Q2: 164,111 shares; 2025Q3: 147,467 shares; 2025Q4: 162,711 shares; 2026Q1: 142,726 shares; 2026Q2: 134,311 shares 134,311 $23.8M 0.03% -8,415 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,507 shares; 2024Q4: 278,346 shares; 2025Q1: 277,509 shares; 2025Q2: 273,684 shares; 2025Q3: 230,618 shares; 2025Q4: 271,928 shares; 2026Q1: 354,930 shares; 2026Q2: 317,431 shares 317,431 $23.7M 0.03% -37,499 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: 107,338 shares; 2024Q4: 149,352 shares; 2025Q1: 180,302 shares; 2025Q2: 163,247 shares; 2025Q3: 193,868 shares; 2025Q4: 108,574 shares; 2026Q1: 102,916 shares; 2026Q2: 97,606 shares 97,606 $23.6M 0.03% -5,310 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: 7,668 shares; 2024Q4: 8,800 shares; 2025Q1: 15,008 shares; 2025Q2: 71,724 shares; 2025Q3: 74,508 shares; 2025Q4: 88,886 shares; 2026Q1: 118,302 shares; 2026Q2: 270,820 shares 270,820 $23.6M 0.03% +152,518 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: 279,100 shares; 2024Q4: 250,083 shares; 2025Q1: 199,190 shares; 2025Q2: 228,088 shares; 2025Q3: 243,665 shares; 2025Q4: 253,575 shares; 2026Q1: 251,418 shares; 2026Q2: 243,080 shares 243,080 $23.3M 0.03% -8,338 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: 159,239 shares; 2024Q4: 152,165 shares; 2025Q1: 149,856 shares; 2025Q2: 145,133 shares; 2025Q3: 146,470 shares; 2025Q4: 189,365 shares; 2026Q1: 290,245 shares; 2026Q2: 248,146 shares 248,146 $23.2M 0.03% -42,099 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,827 shares; 2024Q4: 104,081 shares; 2025Q1: 57,431 shares; 2025Q2: 50,933 shares; 2025Q3: 28,326 shares; 2025Q4: 28,350 shares; 2026Q1: 59,329 shares; 2026Q2: 64,490 shares 64,490 $23.2M 0.03% +5,161 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: 44,027 shares; 2024Q4: 42,588 shares; 2025Q1: 45,201 shares; 2025Q2: 43,901 shares; 2025Q3: 50,152 shares; 2025Q4: 54,067 shares; 2026Q1: 109,148 shares; 2026Q2: 101,833 shares 101,833 $23.1M 0.03% -7,315 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,908 shares; 2024Q4: 164,906 shares; 2025Q1: 119,848 shares; 2025Q2: 115,243 shares; 2025Q3: 106,517 shares; 2025Q4: 469,363 shares; 2026Q1: 463,016 shares; 2026Q2: 452,357 shares 452,357 $22.9M 0.03% -10,659 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: 297,733 shares; 2024Q4: 114,998 shares; 2025Q1: 221,746 shares; 2025Q2: 111,614 shares; 2025Q3: 124,133 shares; 2025Q4: 131,141 shares; 2026Q1: 131,986 shares; 2026Q2: 138,168 shares 138,168 $22.7M 0.03% +6,182 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,259 shares; 2024Q4: 302,862 shares; 2025Q1: 289,062 shares; 2025Q2: 277,581 shares; 2025Q3: 262,813 shares; 2025Q4: 177,622 shares; 2026Q1: 36,027 shares; 2026Q2: 106,412 shares 106,412 $22.6M 0.03% +70,385 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: 107,952 shares; 2024Q4: 94,066 shares; 2025Q1: 86,874 shares; 2025Q2: 75,913 shares; 2025Q3: 82,907 shares; 2025Q4: 100,051 shares; 2026Q1: 22,154 shares; 2026Q2: 250,101 shares 250,101 $22.6M 0.03% +227,947 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,786 shares; 2024Q4: 328,039 shares; 2025Q1: 300,595 shares; 2025Q2: 319,276 shares; 2025Q3: 480,193 shares; 2025Q4: 648,913 shares; 2026Q1: 797,729 shares; 2026Q2: 676,453 shares 676,453 $22.5M 0.03% -121,276 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068,669 shares; 2024Q4: 806,779 shares; 2025Q1: 257,342 shares; 2025Q2: 253,571 shares; 2025Q3: 300,307 shares; 2025Q4: 540,373 shares; 2026Q1: 333,218 shares; 2026Q2: 445,201 shares 445,201 $22.5M 0.03% +111,983 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: 59,925 shares; 2024Q4: 155,244 shares; 2025Q1: 161,958 shares; 2025Q2: 154,235 shares; 2025Q3: 290,900 shares; 2025Q4: 301,370 shares; 2026Q1: 331,719 shares; 2026Q2: 245,319 shares 245,319 $22.5M 0.03% -86,400 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531,469 shares; 2024Q4: 510,304 shares; 2025Q1: 451,867 shares; 2025Q2: 453,781 shares; 2025Q3: 430,973 shares; 2025Q4: 409,667 shares; 2026Q1: 19,388 shares; 2026Q2: 365,095 shares 365,095 $22.5M 0.03% +345,707 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: 98,206 shares; 2024Q4: 80,437 shares; 2025Q1: 81,354 shares; 2025Q2: 81,169 shares; 2025Q3: 89,612 shares; 2025Q4: 93,752 shares; 2026Q1: 91,378 shares; 2026Q2: 88,630 shares 88,630 $22.4M 0.03% -2,748 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: 4,705 shares; 2024Q4: 4,784 shares; 2025Q1: 6,573 shares; 2025Q2: 6,004 shares; 2025Q3: 43,242 shares; 2025Q4: 218,285 shares; 2026Q1: 67,083 shares; 2026Q2: 227,366 shares 227,366 $22.3M 0.03% +160,283 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: 776,248 shares; 2024Q4: 758,599 shares; 2025Q1: 611,666 shares; 2025Q2: 761,218 shares; 2025Q3: 773,829 shares; 2025Q4: 773,075 shares; 2026Q1: 768,587 shares; 2026Q2: 694,124 shares 694,124 $22.2M 0.03% -74,463 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: 261,841 shares; 2024Q4: 237,247 shares; 2025Q1: 227,882 shares; 2025Q2: 226,913 shares; 2025Q3: 216,483 shares; 2025Q4: 218,655 shares; 2026Q1: 112,886 shares; 2026Q2: 189,670 shares 189,670 $22.1M 0.03% +76,784 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: 33,144 shares; 2024Q4: 28,194 shares; 2025Q1: 25,980 shares; 2025Q2: 27,950 shares; 2025Q3: 33,846 shares; 2025Q4: 35,792 shares; 2026Q1: 72,864 shares; 2026Q2: 57,293 shares 57,293 $22.1M 0.03% -15,571 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,288 shares; 2024Q4: 7,099 shares; 2025Q1: 7,325 shares; 2025Q2: 7,221 shares; 2025Q3: 7,532 shares; 2025Q4: 240,702 shares; 2026Q1: 238,925 shares; 2026Q2: 228,915 shares 228,915 $22M 0.03% -10,010 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: 73,771 shares; 2024Q4: 83,938 shares; 2025Q1: 74,637 shares; 2025Q2: 64,874 shares; 2025Q3: 43,554 shares; 2025Q4: 98,193 shares; 2026Q1: 93,146 shares; 2026Q2: 96,002 shares 96,002 $22M 0.03% +2,856 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: 53,432 shares; 2024Q4: 63,403 shares; 2025Q1: 60,069 shares; 2025Q2: 120,692 shares; 2025Q3: 180,684 shares; 2025Q4: 147,331 shares; 2026Q1: 255,349 shares; 2026Q2: 236,328 shares 236,328 $21.7M 0.03% -19,021 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: 154,186 shares; 2024Q4: 136,535 shares; 2025Q1: 130,518 shares; 2025Q2: 188,751 shares; 2025Q3: 352,449 shares; 2025Q4: 431,688 shares; 2026Q1: 248,040 shares; 2026Q2: 129,048 shares 129,048 $21.6M 0.03% -118,992 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,731 shares; 2024Q4: 24,387 shares; 2025Q1: 24,139 shares; 2025Q2: 27,286 shares; 2025Q3: 37,538 shares; 2025Q4: 51,617 shares; 2026Q1: 276,061 shares; 2026Q2: 263,571 shares 263,571 $21.4M 0.03% -12,490 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: 53,189 shares; 2024Q4: 52,513 shares; 2025Q1: 50,904 shares; 2025Q2: 50,927 shares; 2025Q3: 46,229 shares; 2025Q4: 57,952 shares; 2026Q1: 109,725 shares; 2026Q2: 109,641 shares 109,641 $21.3M 0.03% -84 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: 440,880 shares; 2024Q4: 429,226 shares; 2025Q1: 427,169 shares; 2025Q2: 399,699 shares; 2025Q3: 381,931 shares; 2025Q4: 337,549 shares; 2026Q1: 300,366 shares; 2026Q2: 164,004 shares 164,004 $21.3M 0.03% -136,362 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,257 shares; 2024Q4: 115,942 shares; 2025Q1: 110,713 shares; 2025Q2: 104,276 shares; 2025Q3: 48,874 shares; 2025Q4: 123,867 shares; 2026Q1: 123,263 shares; 2026Q2: 118,034 shares 118,034 $21.1M 0.03% -5,229 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: 132,006 shares; 2024Q4: 131,513 shares; 2025Q1: 138,590 shares; 2025Q2: 139,230 shares; 2025Q3: 133,187 shares; 2025Q4: 138,879 shares; 2026Q1: 262,258 shares; 2026Q2: 190,497 shares 190,497 $21.1M 0.03% -71,761 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,298 shares; 2024Q4: 167,110 shares; 2025Q1: 160,923 shares; 2025Q2: 153,536 shares; 2025Q3: 28,277 shares; 2025Q4: 148,182 shares; 2026Q1: 145,778 shares; 2026Q2: 140,332 shares 140,332 $21.1M 0.03% -5,446 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: 721,342 shares; 2024Q4: 726,435 shares; 2025Q1: 728,576 shares; 2025Q2: 719,584 shares; 2025Q3: 712,225 shares; 2025Q4: 755,843 shares; 2026Q1: 789,982 shares; 2026Q2: 1,181,747 shares 1,181,747 $21M 0.03% +391,765 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,173 shares; 2024Q4: 16,928 shares; 2025Q1: 16,361 shares; 2025Q2: 18,369 shares; 2025Q3: 32,155 shares; 2025Q4: 56,645 shares; 2026Q1: 259,985 shares; 2026Q2: 286,579 shares 286,579 $20.8M 0.03% +26,594 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: 195,579 shares; 2024Q4: 183,855 shares; 2025Q1: 167,124 shares; 2025Q2: 165,451 shares; 2025Q3: 163,710 shares; 2025Q4: 145,639 shares; 2026Q1: 82,771 shares; 2026Q2: 83,487 shares 83,487 $20.7M 0.03% +716 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 5,019 shares; 2025Q1: 7,815 shares; 2025Q2: 9,763 shares; 2025Q3: 12,085 shares; 2025Q4: 33,354 shares; 2026Q1: 167,688 shares; 2026Q2: 185,288 shares 185,288 $20.7M 0.03% +17,600 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,694 shares; 2024Q4: 66,974 shares; 2025Q1: 61,241 shares; 2025Q2: 55,846 shares; 2025Q3: 54,947 shares; 2025Q4: 54,144 shares; 2026Q1: 168,178 shares; 2026Q2: 170,492 shares 170,492 $20.7M 0.03% +2,314 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 3,114 shares; 2025Q1: 4,067 shares; 2025Q2: 7,483 shares; 2025Q3: 8,439 shares; 2025Q4: 8,179 shares; 2026Q1: 50,043 shares; 2026Q2: 49,673 shares 49,673 $20.7M 0.03% -370 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,661 shares; 2026Q2: 37,357 shares 37,357 $20.5M 0.03% -17,304 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 468,412 shares; 2026Q2: 470,783 shares 470,783 $20.4M 0.03% +2,371 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733,300 shares; 2024Q4: 729,147 shares; 2025Q1: 724,308 shares; 2025Q2: 707,316 shares; 2025Q3: 686,010 shares; 2025Q4: 583,555 shares; 2026Q1: 528,013 shares; 2026Q2: 478,630 shares 478,630 $20.3M 0.03% -49,383 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: 122,608 shares; 2024Q4: 167,789 shares; 2025Q1: 70,613 shares; 2025Q2: 105,846 shares; 2025Q3: 99,783 shares; 2025Q4: 129,935 shares; 2026Q1: 113,859 shares; 2026Q2: 109,341 shares 109,341 $20.3M 0.03% -4,518 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,648 shares; 2024Q4: 23,670 shares; 2025Q1: 27,646 shares; 2025Q2: 33,947 shares; 2025Q3: 37,936 shares; 2025Q4: 55,671 shares; 2026Q1: 320,389 shares; 2026Q2: 434,654 shares 434,654 $20.2M 0.03% +114,265 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,664 shares; 2024Q4: 246,500 shares; 2025Q1: 214,137 shares; 2025Q2: 206,398 shares; 2025Q3: 202,418 shares; 2025Q4: 155,283 shares; 2026Q1: 64,902 shares; 2026Q2: 124,011 shares 124,011 $20.1M 0.03% +59,109 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477,953 shares; 2024Q4: 2,712,348 shares; 2025Q1: 2,505,031 shares; 2025Q2: 2,365,432 shares; 2025Q3: 2,316,697 shares; 2025Q4: 1,904,763 shares; 2026Q1: 1,732,619 shares; 2026Q2: 1,613,098 shares 1,613,098 $20M 0.03% -119,521 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,838 shares; 2024Q4: 140,118 shares; 2025Q1: 82,817 shares; 2025Q2: 64,892 shares; 2025Q3: 52,309 shares; 2025Q4: 49,137 shares; 2026Q1: 115,291 shares; 2026Q2: 114,826 shares 114,826 $19.9M 0.03% -465 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,086 shares; 2024Q4: 12,400 shares; 2025Q1: 14,667 shares; 2025Q2: 21,921 shares; 2025Q3: 24,175 shares; 2025Q4: 29,516 shares; 2026Q1: 100,543 shares; 2026Q2: 98,210 shares 98,210 $19.9M 0.03% -2,333 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,192 shares; 2024Q4: 9,998 shares; 2025Q1: 9,841 shares; 2025Q2: 10,125 shares; 2025Q3: 16,859 shares; 2025Q4: not reported; 2026Q1: 2,938 shares; 2026Q2: 78,951 shares 78,951 $19.9M 0.03% +76,013 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: 81,702 shares; 2024Q4: 79,086 shares; 2025Q1: 77,926 shares; 2025Q2: 61,055 shares; 2025Q3: 60,642 shares; 2025Q4: 67,196 shares; 2026Q1: 65,977 shares; 2026Q2: 62,376 shares 62,376 $19.9M 0.03% -3,601 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,419 shares; 2024Q4: 18,843 shares; 2025Q1: 18,779 shares; 2025Q2: 21,501 shares; 2025Q3: 19,942 shares; 2025Q4: 24,608 shares; 2026Q1: 154,131 shares; 2026Q2: 163,783 shares 163,783 $19.8M 0.03% +9,652 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,969 shares; 2024Q4: 9,114 shares; 2025Q1: 22,086 shares; 2025Q2: 25,689 shares; 2025Q3: 536,402 shares; 2025Q4: 465,598 shares; 2026Q1: 407,222 shares; 2026Q2: 413,009 shares 413,009 $19.7M 0.03% +5,787 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,313 shares; 2024Q4: 33,986 shares; 2025Q1: 31,241 shares; 2025Q2: 39,069 shares; 2025Q3: 281,335 shares; 2025Q4: 280,102 shares; 2026Q1: 337,721 shares; 2026Q2: 348,098 shares 348,098 $19.6M 0.03% +10,377 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,404 shares; 2024Q4: 17,881 shares; 2025Q1: 18,685 shares; 2025Q2: 13,549 shares; 2025Q3: 14,670 shares; 2025Q4: 19,094 shares; 2026Q1: 105,259 shares; 2026Q2: 94,644 shares 94,644 $19.5M 0.03% -10,615 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,408 shares; 2024Q4: 45,489 shares; 2025Q1: 40,390 shares; 2025Q2: 36,243 shares; 2025Q3: 26,229 shares; 2025Q4: 45,435 shares; 2026Q1: 99,930 shares; 2026Q2: 95,198 shares 95,198 $19.5M 0.03% -4,732 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: 9,985 shares; 2024Q4: 9,765 shares; 2025Q1: 2,918 shares; 2025Q2: 3,112 shares; 2025Q3: 6,484 shares; 2025Q4: 6,705 shares; 2026Q1: 27,059 shares; 2026Q2: 25,738 shares 25,738 $19.5M 0.03% -1,321 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: 80,836 shares; 2024Q4: 74,301 shares; 2025Q1: 75,981 shares; 2025Q2: 73,436 shares; 2025Q3: 77,163 shares; 2025Q4: 84,725 shares; 2026Q1: 53,028 shares; 2026Q2: 87,140 shares 87,140 $19.5M 0.03% +34,112 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669,164 shares; 2024Q4: 645,375 shares; 2025Q1: 687,049 shares; 2025Q2: 388,117 shares; 2025Q3: 362,922 shares; 2025Q4: 492,206 shares; 2026Q1: 491,436 shares; 2026Q2: 234,532 shares 234,532 $19.3M 0.03% -256,904 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: 141,567 shares; 2024Q4: 114,124 shares; 2025Q1: 110,979 shares; 2025Q2: 110,179 shares; 2025Q3: 124,763 shares; 2025Q4: 121,523 shares; 2026Q1: 177,669 shares; 2026Q2: 140,490 shares 140,490 $19.3M 0.03% -37,179 Timeline JSI 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: 83,006 shares; 2024Q4: 126,473 shares; 2025Q1: 128,934 shares; 2025Q2: 148,381 shares; 2025Q3: 182,419 shares; 2025Q4: 67,808 shares; 2026Q1: 224,142 shares; 2026Q2: 374,898 shares 374,898 $19.2M 0.03% +150,756 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,861 shares; 2024Q4: 137,547 shares; 2025Q1: 136,232 shares; 2025Q2: 129,800 shares; 2025Q3: 134,218 shares; 2025Q4: 148,819 shares; 2026Q1: 257,712 shares; 2026Q2: 275,354 shares 275,354 $19.1M 0.03% +17,642 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,831 shares; 2025Q1: 2,574 shares; 2025Q2: 3,231 shares; 2025Q3: 3,508 shares; 2025Q4: 9,838 shares; 2026Q1: 66,430 shares; 2026Q2: 65,119 shares 65,119 $19M 0.03% -1,311 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: 218,242 shares; 2024Q4: 219,200 shares; 2025Q1: 222,299 shares; 2025Q2: 204,287 shares; 2025Q3: 206,034 shares; 2025Q4: 221,238 shares; 2026Q1: 320,806 shares; 2026Q2: 336,543 shares 336,543 $19M 0.03% +15,737 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: 412,032 shares; 2024Q4: 340,347 shares; 2025Q1: 280,789 shares; 2025Q2: 163,039 shares; 2025Q3: 163,990 shares; 2025Q4: not reported; 2026Q1: 8,922 shares; 2026Q2: 144,612 shares 144,612 $18.9M 0.03% +135,690 Timeline PPA 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: 1,920 shares; 2024Q4: 57,453 shares; 2025Q1: 56,377 shares; 2025Q2: 51,163 shares; 2025Q3: 143,835 shares; 2025Q4: 78,491 shares; 2026Q1: 105,218 shares; 2026Q2: 106,281 shares 106,281 $18.8M 0.03% +1,063 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,894 shares; 2025Q2: 55,690 shares; 2025Q3: 108,291 shares; 2025Q4: 179,042 shares; 2026Q1: 331,998 shares; 2026Q2: 610,542 shares 610,542 $18.6M 0.03% +278,544 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,330 shares; 2024Q4: 204,410 shares; 2025Q1: 349,983 shares; 2025Q2: 368,533 shares; 2025Q3: 387,894 shares; 2025Q4: 233,733 shares; 2026Q1: 534,366 shares; 2026Q2: 699,579 shares 699,579 $18.6M 0.03% +165,213 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,665 shares; 2024Q4: 28,364 shares; 2025Q1: 17,252 shares; 2025Q2: 16,031 shares; 2025Q3: 22,439 shares; 2025Q4: 92,259 shares; 2026Q1: 518,177 shares; 2026Q2: 703,864 shares 703,864 $18.5M 0.03% +185,687 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: 16,506 shares; 2024Q4: 15,046 shares; 2025Q1: 16,820 shares; 2025Q2: 17,069 shares; 2025Q3: 19,462 shares; 2025Q4: 20,527 shares; 2026Q1: 15,035 shares; 2026Q2: 16,369 shares 16,369 $18.5M 0.03% +1,334 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: 207,519 shares; 2024Q4: 199,108 shares; 2025Q1: 178,325 shares; 2025Q2: 166,758 shares; 2025Q3: 130,891 shares; 2025Q4: 149,430 shares; 2026Q1: 151,824 shares; 2026Q2: 258,430 shares 258,430 $18.5M 0.03% +106,606 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: 92,109 shares; 2026Q2: 97,104 shares 97,104 $18.4M 0.03% +4,995 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,083 shares; 2024Q4: 14,148 shares; 2025Q1: 12,368 shares; 2025Q2: 13,387 shares; 2025Q3: 15,333 shares; 2025Q4: 26,841 shares; 2026Q1: 83,868 shares; 2026Q2: 133,101 shares 133,101 $18.4M 0.03% +49,233 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: 91,073 shares; 2024Q4: 91,690 shares; 2025Q1: 87,886 shares; 2025Q2: 81,436 shares; 2025Q3: 81,593 shares; 2025Q4: 86,229 shares; 2026Q1: 152,883 shares; 2026Q2: 77,322 shares 77,322 $18.4M 0.03% -75,561 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: 154,563 shares; 2024Q4: 158,278 shares; 2025Q1: 173,180 shares; 2025Q2: 168,130 shares; 2025Q3: 150,563 shares; 2025Q4: 148,178 shares; 2026Q1: 97,656 shares; 2026Q2: 136,314 shares 136,314 $18.4M 0.03% +38,658 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,378 shares; 2025Q1: 3,001 shares; 2025Q2: 8,121 shares; 2025Q3: 15,602 shares; 2025Q4: 12,082 shares; 2026Q1: 16,156 shares; 2026Q2: 187,982 shares 187,982 $18.3M 0.03% +171,826 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: 482,896 shares; 2024Q4: 477,325 shares; 2025Q1: 464,721 shares; 2025Q2: 482,578 shares; 2025Q3: 492,191 shares; 2025Q4: 495,487 shares; 2026Q1: 487,134 shares; 2026Q2: 438,422 shares 438,422 $18.3M 0.03% -48,712 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,518 shares; 2024Q4: 133,001 shares; 2025Q1: 130,741 shares; 2025Q2: 148,490 shares; 2025Q3: 222,068 shares; 2025Q4: 176,015 shares; 2026Q1: 179,533 shares; 2026Q2: 1,356,285 shares 1,356,285 $18.3M 0.03% +1,176,752 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 8,039 shares; 2026Q1: 193,408 shares; 2026Q2: 202,570 shares 202,570 $18.2M 0.03% +9,162 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: 132,542 shares; 2024Q4: 129,654 shares; 2025Q1: 124,523 shares; 2025Q2: 87,071 shares; 2025Q3: 83,673 shares; 2025Q4: 81,342 shares; 2026Q1: 78,995 shares; 2026Q2: 76,290 shares 76,290 $18.2M 0.03% -2,705 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,821 shares; 2024Q4: 25,790 shares; 2025Q1: 23,075 shares; 2025Q2: 19,580 shares; 2025Q3: 17,715 shares; 2025Q4: 34,167 shares; 2026Q1: 180,006 shares; 2026Q2: 239,382 shares 239,382 $18.2M 0.03% +59,376 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: 1,233 shares; 2024Q4: 1,412 shares; 2025Q1: 1,260 shares; 2025Q2: 1,658 shares; 2025Q3: 1,880 shares; 2025Q4: 2,782 shares; 2026Q1: 5,612 shares; 2026Q2: 9,134 shares 9,134 $18.1M 0.03% +3,522 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: 964,473 shares; 2024Q4: 793,756 shares; 2025Q1: 675,853 shares; 2025Q2: 566,857 shares; 2025Q3: 539,172 shares; 2025Q4: 606,819 shares; 2026Q1: 536,641 shares; 2026Q2: 439,681 shares 439,681 $18.1M 0.02% -96,960 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: 158,326 shares; 2024Q4: 153,142 shares; 2025Q1: 146,851 shares; 2025Q2: 146,423 shares; 2025Q3: 159,373 shares; 2025Q4: 170,373 shares; 2026Q1: 165,683 shares; 2026Q2: 131,046 shares 131,046 $17.9M 0.02% -34,637 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,230 shares; 2024Q4: 151,374 shares; 2025Q1: 150,080 shares; 2025Q2: 148,463 shares; 2025Q3: 11,665 shares; 2025Q4: 126,568 shares; 2026Q1: 181,958 shares; 2026Q2: 160,410 shares 160,410 $17.8M 0.02% -21,548 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,027 shares; 2025Q3: 245,939 shares; 2025Q4: 21,024 shares; 2026Q1: 74,081 shares; 2026Q2: 235,241 shares 235,241 $17.8M 0.02% +161,160 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,168 shares; 2024Q4: 124,077 shares; 2025Q1: 125,157 shares; 2025Q2: 125,885 shares; 2025Q3: 120,897 shares; 2025Q4: 120,597 shares; 2026Q1: 113,185 shares; 2026Q2: 98,992 shares 98,992 $17.8M 0.02% -14,193 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: 14,830 shares; 2024Q4: 28,872 shares; 2025Q1: 33,154 shares; 2025Q2: 37,188 shares; 2025Q3: 32,405 shares; 2025Q4: 38,207 shares; 2026Q1: 52,308 shares; 2026Q2: 53,061 shares 53,061 $17.8M 0.02% +753 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: 94,249 shares; 2024Q4: 91,899 shares; 2025Q1: 59,870 shares; 2025Q2: 80,895 shares; 2025Q3: 76,113 shares; 2025Q4: 174,288 shares; 2026Q1: 157,230 shares; 2026Q2: 151,061 shares 151,061 $17.7M 0.02% -6,169 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,961 shares; 2024Q4: 42,848 shares; 2025Q1: 35,013 shares; 2025Q2: 40,750 shares; 2025Q3: 40,484 shares; 2025Q4: 40,415 shares; 2026Q1: 125,896 shares; 2026Q2: 82,753 shares 82,753 $17.7M 0.02% -43,143 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: 135,054 shares; 2024Q4: 95,843 shares; 2025Q1: 90,057 shares; 2025Q2: 88,409 shares; 2025Q3: 94,553 shares; 2025Q4: 97,460 shares; 2026Q1: 98,572 shares; 2026Q2: 60,498 shares 60,498 $17.6M 0.02% -38,074 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,755 shares; 2024Q4: 13,355 shares; 2025Q1: 10,300 shares; 2025Q2: 24,974 shares; 2025Q3: 8,934 shares; 2025Q4: 17,503 shares; 2026Q1: 126,959 shares; 2026Q2: 125,554 shares 125,554 $17.4M 0.02% -1,405 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,556 shares; 2024Q4: 144,167 shares; 2025Q1: 141,415 shares; 2025Q2: 131,078 shares; 2025Q3: 82,588 shares; 2025Q4: 78,064 shares; 2026Q1: 72,292 shares; 2026Q2: 74,555 shares 74,555 $17.4M 0.02% +2,263 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,019 shares; 2024Q4: 26,092 shares; 2025Q1: 32,707 shares; 2025Q2: 40,732 shares; 2025Q3: 3,505,953 shares; 2025Q4: 624,623 shares; 2026Q1: 637,530 shares; 2026Q2: 1,760,605 shares 1,760,605 $17.4M 0.02% +1,123,075 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: 181,991 shares; 2024Q4: 182,084 shares; 2025Q1: 170,165 shares; 2025Q2: 193,495 shares; 2025Q3: 215,337 shares; 2025Q4: 201,510 shares; 2026Q1: 188,699 shares; 2026Q2: 200,232 shares 200,232 $17.4M 0.02% +11,533 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: 247,887 shares; 2024Q4: 247,975 shares; 2025Q1: 234,350 shares; 2025Q2: 231,024 shares; 2025Q3: 201,797 shares; 2025Q4: 219,032 shares; 2026Q1: 223,792 shares; 2026Q2: 226,909 shares 226,909 $17.4M 0.02% +3,117 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,734 shares; 2024Q4: 11,862 shares; 2025Q1: 8,779 shares; 2025Q2: 6,031 shares; 2025Q3: 4,582 shares; 2025Q4: 9,253 shares; 2026Q1: 94,731 shares; 2026Q2: 96,022 shares 96,022 $17.3M 0.02% +1,291 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873,872 shares; 2024Q4: 1,629,343 shares; 2025Q1: 498,433 shares; 2025Q2: 481,842 shares; 2025Q3: 472,126 shares; 2025Q4: 444,451 shares; 2026Q1: 457,255 shares; 2026Q2: 437,018 shares 437,018 $17.3M 0.02% -20,237 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: 266,210 shares; 2024Q4: 250,429 shares; 2025Q1: 242,881 shares; 2025Q2: 229,095 shares; 2025Q3: 218,056 shares; 2025Q4: 206,122 shares; 2026Q1: 204,088 shares; 2026Q2: 198,043 shares 198,043 $17.2M 0.02% -6,045 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,786 shares; 2024Q4: 96,077 shares; 2025Q1: 96,150 shares; 2025Q2: 97,140 shares; 2025Q3: 97,011 shares; 2025Q4: 98,299 shares; 2026Q1: 135,986 shares; 2026Q2: 137,903 shares 137,903 $17.2M 0.02% +1,917 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,329 shares; 2024Q4: 65,344 shares; 2025Q1: 46,420 shares; 2025Q2: 46,730 shares; 2025Q3: 47,982 shares; 2025Q4: 51,372 shares; 2026Q1: 184,510 shares; 2026Q2: 216,853 shares 216,853 $17.1M 0.02% +32,343 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,189,923 shares; 2025Q4: 1,225,195 shares; 2026Q1: 1,052,630 shares; 2026Q2: 857,020 shares 857,020 $17.1M 0.02% -195,610 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: 93,774 shares; 2024Q4: 95,088 shares; 2025Q1: 97,854 shares; 2025Q2: 193,770 shares; 2025Q3: 49,152 shares; 2025Q4: 191,036 shares; 2026Q1: 190,129 shares; 2026Q2: 187,274 shares 187,274 $17.1M 0.02% -2,855 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,495 shares; 2024Q4: 634,434 shares; 2025Q1: 817,427 shares; 2025Q2: 661,577 shares; 2025Q3: 478,256 shares; 2025Q4: 659,969 shares; 2026Q1: 613,384 shares; 2026Q2: 378,349 shares 378,349 $17M 0.02% -235,035 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: 612,439 shares; 2024Q4: 161,227 shares; 2025Q1: 157,899 shares; 2025Q2: 124,354 shares; 2025Q3: 172,033 shares; 2025Q4: 204,494 shares; 2026Q1: 252,363 shares; 2026Q2: 269,768 shares 269,768 $17M 0.02% +17,405 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,596 shares; 2024Q4: 19,829 shares; 2025Q1: 16,423 shares; 2025Q2: 8,467 shares; 2025Q3: 9,501 shares; 2025Q4: 24,313 shares; 2026Q1: 34,280 shares; 2026Q2: 34,452 shares 34,452 $16.9M 0.02% +172 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,749 shares; 2024Q4: 192,317 shares; 2025Q1: 233,119 shares; 2025Q2: 197,529 shares; 2025Q3: 188,057 shares; 2025Q4: 135,623 shares; 2026Q1: 138,196 shares; 2026Q2: 714,316 shares 714,316 $16.9M 0.02% +576,120 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,733 shares; 2024Q4: 85,535 shares; 2025Q1: 89,867 shares; 2025Q2: 92,437 shares; 2025Q3: 91,881 shares; 2025Q4: 106,846 shares; 2026Q1: 249,156 shares; 2026Q2: 240,566 shares 240,566 $16.9M 0.02% -8,590 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,509 shares; 2024Q4: 259,553 shares; 2025Q1: 22,811 shares; 2025Q2: 29,352 shares; 2025Q3: 12,527 shares; 2025Q4: 41,737 shares; 2026Q1: 95,466 shares; 2026Q2: 95,545 shares 95,545 $16.8M 0.02% +79 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,255 shares; 2024Q4: 10,293 shares; 2025Q1: 9,084 shares; 2025Q2: 8,996 shares; 2025Q3: 8,622 shares; 2025Q4: 11,488 shares; 2026Q1: 60,866 shares; 2026Q2: 48,489 shares 48,489 $16.7M 0.02% -12,377 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,528 shares; 2025Q2: 5,236 shares; 2025Q3: 115,518 shares; 2025Q4: 105,648 shares; 2026Q1: 103,327 shares; 2026Q2: 100,862 shares 100,862 $16.5M 0.02% -2,465 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,678 shares; 2024Q4: 115,060 shares; 2025Q1: 119,701 shares; 2025Q2: 113,833 shares; 2025Q3: 20,295 shares; 2025Q4: 105,285 shares; 2026Q1: 101,798 shares; 2026Q2: 84,125 shares 84,125 $16.5M 0.02% -17,673 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,714 shares; 2024Q4: 2,370 shares; 2025Q1: 3,571 shares; 2025Q2: 6,894 shares; 2025Q3: 12,845 shares; 2025Q4: 25,768 shares; 2026Q1: 122,511 shares; 2026Q2: 110,806 shares 110,806 $16.5M 0.02% -11,705 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,152 shares; 2024Q4: 190,154 shares; 2025Q1: 177,841 shares; 2025Q2: 180,929 shares; 2025Q3: 183,693 shares; 2025Q4: 179,210 shares; 2026Q1: 191,155 shares; 2026Q2: 189,323 shares 189,323 $16.4M 0.02% -1,832 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,938 shares; 2024Q4: 367,926 shares; 2025Q1: 309,701 shares; 2025Q2: 242,235 shares; 2025Q3: 266,062 shares; 2025Q4: 171,286 shares; 2026Q1: 6,466 shares; 2026Q2: 91,900 shares 91,900 $16.4M 0.02% +85,434 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: 5,729 shares; 2024Q4: 3,740 shares; 2025Q1: 4,350 shares; 2025Q2: 6,063 shares; 2025Q3: 7,647 shares; 2025Q4: 12,512 shares; 2026Q1: 52,247 shares; 2026Q2: 40,839 shares 40,839 $16.4M 0.02% -11,408 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: not reported; 2024Q4: 4,749 shares; 2025Q1: 7,834 shares; 2025Q2: 10,712 shares; 2025Q3: 15,294 shares; 2025Q4: 42,046 shares; 2026Q1: 428,495 shares; 2026Q2: 373,226 shares 373,226 $16.4M 0.02% -55,269 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,958 shares; 2024Q4: 82,984 shares; 2025Q1: 85,432 shares; 2025Q2: 86,761 shares; 2025Q3: 85,238 shares; 2025Q4: 87,798 shares; 2026Q1: 92,502 shares; 2026Q2: 83,995 shares 83,995 $16.4M 0.02% -8,507 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,755 shares; 2024Q4: 117,950 shares; 2025Q1: 99,038 shares; 2025Q2: 80,531 shares; 2025Q3: 73,042 shares; 2025Q4: 70,582 shares; 2026Q1: 67,183 shares; 2026Q2: 155,588 shares 155,588 $16.2M 0.02% +88,405 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,507 shares; 2024Q4: 9,835 shares; 2025Q1: not reported; 2025Q2: 9,835 shares; 2025Q3: 22,834 shares; 2025Q4: 35,947 shares; 2026Q1: 53,869 shares; 2026Q2: 53,410 shares 53,410 $16.2M 0.02% -459 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,275 shares; 2024Q4: 10,606 shares; 2025Q1: 9,782 shares; 2025Q2: 12,492 shares; 2025Q3: 16,837 shares; 2025Q4: 29,360 shares; 2026Q1: 401,438 shares; 2026Q2: 481,871 shares 481,871 $16.2M 0.02% +80,433 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,079 shares; 2024Q4: 32,665 shares; 2025Q1: 16,605 shares; 2025Q2: 22,192 shares; 2025Q3: 417,592 shares; 2025Q4: 415,211 shares; 2026Q1: 360,566 shares; 2026Q2: 320,449 shares 320,449 $16.1M 0.02% -40,117 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: 53,957 shares; 2024Q4: 45,285 shares; 2025Q1: 44,516 shares; 2025Q2: 13,627 shares; 2025Q3: 5,860 shares; 2025Q4: 11,855 shares; 2026Q1: 35,858 shares; 2026Q2: 36,160 shares 36,160 $16.1M 0.02% +302 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: 331,031 shares; 2024Q4: 353,506 shares; 2025Q1: 321,409 shares; 2025Q2: 341,426 shares; 2025Q3: 321,160 shares; 2025Q4: 367,378 shares; 2026Q1: 382,561 shares; 2026Q2: 208,485 shares 208,485 $16.1M 0.02% -174,076 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,890 shares; 2024Q4: 35,349 shares; 2025Q1: 38,835 shares; 2025Q2: 40,722 shares; 2025Q3: 64,654 shares; 2025Q4: 74,277 shares; 2026Q1: 74,986 shares; 2026Q2: 51,838 shares 51,838 $16.1M 0.02% -23,148 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: 311,207 shares; 2024Q4: 305,330 shares; 2025Q1: 261,999 shares; 2025Q2: 248,389 shares; 2025Q3: 248,278 shares; 2025Q4: 275,056 shares; 2026Q1: 261,523 shares; 2026Q2: 234,988 shares 234,988 $16M 0.02% -26,535 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: 81,437 shares; 2024Q4: 71,502 shares; 2025Q1: 75,434 shares; 2025Q2: 72,154 shares; 2025Q3: 59,946 shares; 2025Q4: 67,261 shares; 2026Q1: 70,218 shares; 2026Q2: 41,278 shares 41,278 $16M 0.02% -28,940 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,753 shares; 2024Q4: 136,551 shares; 2025Q1: 138,602 shares; 2025Q2: 147,919 shares; 2025Q3: 139,262 shares; 2025Q4: 143,921 shares; 2026Q1: 116,958 shares; 2026Q2: 179,865 shares 179,865 $16M 0.02% +62,907 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,731 shares; 2024Q4: 11,988 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,741 shares; 2025Q4: 137,752 shares; 2026Q1: 13,220 shares; 2026Q2: 100,760 shares 100,760 $15.8M 0.02% +87,540 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,442 shares; 2025Q1: not reported; 2025Q2: 4,084 shares; 2025Q3: 4,950 shares; 2025Q4: 9,352 shares; 2026Q1: 67,666 shares; 2026Q2: 87,797 shares 87,797 $15.8M 0.02% +20,131 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: 104,462 shares; 2024Q4: 100,939 shares; 2025Q1: 196,494 shares; 2025Q2: 89,618 shares; 2025Q3: 83,926 shares; 2025Q4: 136,147 shares; 2026Q1: 95,057 shares; 2026Q2: 100,505 shares 100,505 $15.7M 0.02% +5,448 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: 214,473 shares; 2024Q4: 224,732 shares; 2025Q1: 204,191 shares; 2025Q2: 200,408 shares; 2025Q3: 194,562 shares; 2025Q4: 201,416 shares; 2026Q1: 205,068 shares; 2026Q2: 185,375 shares 185,375 $15.7M 0.02% -19,693 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,233 shares; 2025Q2: 2,071 shares; 2025Q3: 2,229 shares; 2025Q4: 10,997 shares; 2026Q1: 108,829 shares; 2026Q2: 149,800 shares 149,800 $15.7M 0.02% +40,971 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,396 shares; 2024Q4: 748,865 shares; 2025Q1: 801,035 shares; 2025Q2: 737,345 shares; 2025Q3: 720,768 shares; 2025Q4: 482,627 shares; 2026Q1: 66,749 shares; 2026Q2: 291,504 shares 291,504 $15.6M 0.02% +224,755 Timeline