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COUNTRY CLUB BANK

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13F filer, CIK 824325, KANSAS CITY, MO

COUNTRY CLUB BANK reported $1,687,513,713 across 325 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 29.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005829

Period
2025-09-30
Reported value
$1.69B
Holdings
325
Top 10 weight
29.72%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQadded+8,754$5.24M
PYPLnew+70,187$4.89M
CRMadded+15,919$3.9M
MRVLadded+45,824$3.78M
UYLDadded+58,561$3.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Creduced-62,341-$6.43M
UNHreduced-12,406-$4.28M
GPCreduced-23,219-$3.23M
WBDreduced-159,617-$3.01M
UPSreduced-32,326-$2.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001085146-25-005829, largest first. % of portfolio is the value over $1,687,513,713, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 220,699 shares; 2024Q1: 221,958 shares; 2024Q2: 234,609 shares; 2024Q3: 240,353 shares; 2024Q4: 240,499 shares; 2025Q1: 250,658 shares; 2025Q2: 256,039 shares; 2025Q3: 264,041 shares 264,041$86.4M5.12%+8,002Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,042,270 shares; 2024Q1: 1,046,767 shares; 2024Q2: 1,063,177 shares; 2024Q3: 1,062,129 shares; 2024Q4: 1,044,344 shares; 2025Q1: 1,091,092 shares; 2025Q2: 1,101,377 shares; 2025Q3: 1,111,887 shares 1,111,887$81.3M4.82%+10,510Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 88,524 shares; 2024Q1: 96,121 shares; 2024Q2: 100,639 shares; 2024Q3: 100,485 shares; 2024Q4: 102,097 shares; 2025Q1: 108,509 shares; 2025Q2: 110,380 shares; 2025Q3: 114,691 shares 114,691$76.5M4.53%+4,311Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 95,844 shares; 2024Q1: 94,751 shares; 2024Q2: 93,933 shares; 2024Q3: 93,470 shares; 2024Q4: 93,618 shares; 2025Q1: 93,365 shares; 2025Q2: 91,845 shares; 2025Q3: 89,302 shares 89,302$46M2.72%-2,543Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 364,541 shares; 2024Q1: 371,855 shares; 2024Q2: 373,451 shares; 2024Q3: 386,853 shares; 2024Q4: 392,089 shares; 2025Q1: 422,430 shares; 2025Q2: 443,071 shares; 2025Q3: 454,776 shares 454,776$42.3M2.51%+11,705Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 149,060 shares; 2024Q1: 443,840 shares; 2024Q2: 409,282 shares; 2024Q3: 382,041 shares; 2024Q4: 380,865 shares; 2025Q1: 376,743 shares; 2025Q2: 373,214 shares; 2025Q3: 370,842 shares 370,842$38.2M2.27%-2,372Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 151,745 shares; 2024Q1: 149,912 shares; 2024Q2: 145,646 shares; 2024Q3: 143,857 shares; 2024Q4: 146,130 shares; 2025Q1: 143,583 shares; 2025Q2: 141,878 shares; 2025Q3: 138,079 shares 138,079$35.1M2.08%-3,799Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 158,531 shares; 2024Q1: 148,227 shares; 2024Q2: 137,561 shares; 2024Q3: 135,400 shares; 2024Q4: 135,061 shares; 2025Q1: 134,498 shares; 2025Q2: 141,910 shares; 2025Q3: 138,559 shares 138,559$33.9M2.01%-3,351Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70,909 shares; 2024Q1: 69,871 shares; 2024Q2: 68,394 shares; 2024Q3: 66,399 shares; 2024Q4: 65,562 shares; 2025Q1: 65,438 shares; 2025Q2: 64,787 shares; 2025Q3: 63,626 shares 63,626$31.8M1.88%-1,161Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 207,516 shares; 2024Q1: 213,443 shares; 2024Q2: 242,085 shares; 2024Q3: 231,955 shares; 2024Q4: 239,596 shares; 2025Q1: 235,945 shares; 2025Q2: 249,240 shares; 2025Q3: 251,409 shares 251,409$30.2M1.79%+2,169Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 79,256 shares; 2024Q1: 77,233 shares; 2024Q2: 75,930 shares; 2024Q3: 73,800 shares; 2024Q4: 71,308 shares; 2025Q1: 66,730 shares; 2025Q2: 61,365 shares; 2025Q3: 59,995 shares 59,995$28M1.66%-1,370Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 150,230 shares; 2024Q1: 135,966 shares; 2024Q2: 128,401 shares; 2024Q3: 126,798 shares; 2024Q4: 126,941 shares; 2025Q1: 126,585 shares; 2025Q2: 126,756 shares; 2025Q3: 124,739 shares 124,739$27.7M1.64%-2,017Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 298,964 shares; 2024Q1: 325,798 shares; 2024Q2: 340,037 shares; 2024Q3: 349,831 shares; 2024Q4: 363,734 shares; 2025Q1: 380,256 shares; 2025Q2: 390,132 shares; 2025Q3: 427,291 shares 427,291$25.1M1.49%+37,159Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 254,936 shares; 2024Q1: 250,452 shares; 2024Q2: 217,545 shares; 2024Q3: 213,624 shares; 2024Q4: 220,221 shares; 2025Q1: 218,914 shares; 2025Q2: 217,136 shares; 2025Q3: 215,546 shares 215,546$24.4M1.45%-1,590Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,015 shares; 2024Q1: 32,547 shares; 2024Q2: 32,011 shares; 2024Q3: 31,987 shares; 2024Q4: 32,735 shares; 2025Q1: 32,670 shares; 2025Q2: 32,646 shares; 2025Q3: 32,086 shares 32,086$21.3M1.26%-560Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,980 shares; 2024Q1: 9,699 shares; 2024Q2: 9,566 shares; 2024Q3: 92,766 shares; 2024Q4: 91,095 shares; 2025Q1: 67,304 shares; 2025Q2: 62,757 shares; 2025Q3: 59,508 shares 59,508$19.5M1.16%-3,249Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 219,855 shares; 2024Q1: 209,664 shares; 2024Q2: 175,190 shares; 2024Q3: 171,410 shares; 2024Q4: 163,057 shares; 2025Q1: 172,930 shares; 2025Q2: 176,740 shares; 2025Q3: 178,469 shares 178,469$19.2M1.14%+1,729Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 98,557 shares; 2024Q1: 97,414 shares; 2024Q2: 121,466 shares; 2024Q3: 120,026 shares; 2024Q4: 108,331 shares; 2025Q1: 109,420 shares; 2025Q2: 107,683 shares; 2025Q3: 105,018 shares 105,018$19.1M1.13%-2,665Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70,709 shares; 2024Q1: 69,012 shares; 2024Q2: 68,433 shares; 2024Q3: 66,530 shares; 2024Q4: 67,035 shares; 2025Q1: 60,171 shares; 2025Q2: 59,781 shares; 2025Q3: 57,925 shares 57,925$18.3M1.08%-1,856Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,453 shares; 2024Q1: 17,575 shares; 2024Q2: 177,790 shares; 2024Q3: 177,107 shares; 2024Q4: 178,149 shares; 2025Q1: 179,237 shares; 2025Q2: 100,364 shares; 2025Q3: 97,909 shares 97,909$17.8M1.06%-2,455Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,016 shares; 2024Q1: 22,395 shares; 2024Q2: 19,898 shares; 2024Q3: 19,309 shares; 2024Q4: 18,997 shares; 2025Q1: 18,762 shares; 2025Q2: 18,644 shares; 2025Q3: 16,124 shares 16,124$17.2M1.02%-2,520Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 134,463 shares; 2024Q1: 183,561 shares; 2024Q2: 182,088 shares; 2024Q3: 228,304 shares; 2024Q4: 225,976 shares; 2025Q1: 225,970 shares; 2025Q2: 225,101 shares; 2025Q3: 162,760 shares 162,760$16.8M0.99%-62,341Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 89,591 shares; 2024Q1: 147,006 shares; 2024Q2: 147,958 shares; 2024Q3: 147,152 shares; 2024Q4: 146,682 shares; 2025Q1: 147,878 shares; 2025Q2: 147,349 shares; 2025Q3: 145,324 shares 145,324$16.6M0.98%-2,025Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 107,615 shares; 2024Q1: 106,809 shares; 2024Q2: 105,818 shares; 2024Q3: 104,778 shares; 2024Q4: 102,813 shares; 2025Q1: 102,445 shares; 2025Q2: 101,750 shares; 2025Q3: 100,857 shares 100,857$15.7M0.93%-893Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 54,020 shares; 2024Q1: 53,235 shares; 2024Q2: 52,175 shares; 2024Q3: 50,430 shares; 2024Q4: 50,260 shares; 2025Q1: 47,810 shares; 2025Q2: 46,820 shares; 2025Q3: 44,580 shares 44,580$14.8M0.88%-2,240Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 117,687 shares; 2024Q1: 115,695 shares; 2024Q2: 102,667 shares; 2024Q3: 92,981 shares; 2024Q4: 92,995 shares; 2025Q1: 93,062 shares; 2025Q2: 90,115 shares; 2025Q3: 88,843 shares 88,843$14.5M0.86%-1,272Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 151,615 shares; 2024Q1: 157,617 shares; 2024Q2: 148,784 shares; 2024Q3: 145,936 shares; 2024Q4: 187,275 shares; 2025Q1: 186,815 shares; 2025Q2: 184,989 shares; 2025Q3: 182,647 shares 182,647$13.9M0.82%-2,342Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 57,745 shares; 2024Q1: 56,050 shares; 2024Q2: 53,882 shares; 2024Q3: 53,248 shares; 2024Q4: 63,717 shares; 2025Q1: 67,232 shares; 2025Q2: 65,089 shares; 2025Q3: 64,713 shares 64,713$13.9M0.82%-376Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 207,207 shares; 2024Q1: 203,861 shares; 2024Q2: 200,401 shares; 2024Q3: 191,696 shares; 2024Q4: 195,510 shares; 2025Q1: 195,964 shares; 2025Q2: 195,591 shares; 2025Q3: 194,171 shares 194,171$13.8M0.82%-1,420Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 193,894 shares; 2024Q1: 191,093 shares; 2024Q2: 184,413 shares; 2024Q3: 132,074 shares; 2024Q4: 129,716 shares; 2025Q1: 128,241 shares; 2025Q2: 126,266 shares; 2025Q3: 124,633 shares 124,633$13.7M0.81%-1,633Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 62,690 shares; 2024Q1: 61,072 shares; 2024Q2: 55,001 shares; 2024Q3: 67,933 shares; 2024Q4: 73,199 shares; 2025Q1: 93,621 shares; 2025Q2: 102,223 shares; 2025Q3: 119,511 shares 119,511$12.8M0.76%+17,288Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 96,901 shares; 2024Q1: 80,686 shares; 2024Q2: 77,406 shares; 2024Q3: 74,801 shares; 2024Q4: 71,334 shares; 2025Q1: 68,755 shares; 2025Q2: 66,727 shares; 2025Q3: 62,632 shares 62,632$12.7M0.75%-4,095Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 144,454 shares; 2024Q1: 138,082 shares; 2024Q2: 137,460 shares; 2024Q3: 134,004 shares; 2024Q4: 131,548 shares; 2025Q1: 117,007 shares; 2025Q2: 104,557 shares; 2025Q3: 103,837 shares 103,837$11.9M0.71%-720Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 53,344 shares; 2025Q1: 155,189 shares; 2025Q2: 171,142 shares; 2025Q3: 229,703 shares 229,703$11.8M0.7%+58,561Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 250,868 shares; 2024Q1: 248,751 shares; 2024Q2: 245,475 shares; 2024Q3: 239,843 shares; 2024Q4: 230,786 shares; 2025Q1: 188,707 shares; 2025Q2: 170,769 shares; 2025Q3: 168,581 shares 168,581$11.4M0.68%-2,188Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,623 shares; 2024Q1: 137,891 shares; 2024Q2: 155,639 shares; 2024Q3: 150,446 shares; 2024Q4: 151,791 shares; 2025Q1: 165,811 shares; 2025Q2: 168,138 shares; 2025Q3: 170,664 shares 170,664$11.1M0.66%+2,526Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,171 shares; 2024Q1: 21,945 shares; 2024Q2: 19,802 shares; 2024Q3: 19,366 shares; 2024Q4: 19,146 shares; 2025Q1: 18,473 shares; 2025Q2: 18,911 shares; 2025Q3: 18,418 shares 18,418$11M0.65%-493Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 77,246 shares; 2024Q1: 86,380 shares; 2024Q2: 86,437 shares; 2024Q3: 85,203 shares; 2024Q4: 84,068 shares; 2025Q1: 71,620 shares; 2025Q2: 66,015 shares; 2025Q3: 66,489 shares 66,489$10.8M0.64%+474Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 57,409 shares; 2024Q1: 59,833 shares; 2024Q2: 71,965 shares; 2024Q3: 87,862 shares; 2024Q4: 112,627 shares; 2025Q1: 122,832 shares; 2025Q2: 117,310 shares; 2025Q3: 118,775 shares 118,775$10.6M0.63%+1,465Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 180,023 shares; 2024Q1: 178,447 shares; 2024Q2: 175,675 shares; 2024Q3: 172,560 shares; 2024Q4: 173,534 shares; 2025Q1: 172,291 shares; 2025Q2: 170,793 shares; 2025Q3: 145,880 shares 145,880$10.6M0.63%-24,913Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 102,439 shares; 2024Q1: 104,112 shares; 2024Q2: 108,351 shares; 2024Q3: 108,044 shares; 2024Q4: 107,378 shares; 2025Q1: 113,594 shares; 2025Q2: 116,675 shares; 2025Q3: 116,540 shares 116,540$10.1M0.6%-135Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,358 shares; 2024Q1: 23,824 shares; 2024Q2: 23,388 shares; 2024Q3: 22,879 shares; 2024Q4: 22,411 shares; 2025Q1: 22,414 shares; 2025Q2: 22,106 shares; 2025Q3: 21,659 shares 21,659$10M0.59%-447Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 178,512 shares; 2024Q1: 175,251 shares; 2024Q2: 178,929 shares; 2024Q3: 171,079 shares; 2024Q4: 163,581 shares; 2025Q1: 165,077 shares; 2025Q2: 164,576 shares; 2025Q3: 165,893 shares 165,893$9.45M0.56%+1,317Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 84,126 shares; 2024Q1: 81,616 shares; 2024Q2: 77,479 shares; 2024Q3: 72,440 shares; 2024Q4: 70,077 shares; 2025Q1: 69,806 shares; 2025Q2: 67,374 shares; 2025Q3: 66,215 shares 66,215$9.3M0.55%-1,159Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 43,149 shares; 2024Q1: 44,275 shares; 2024Q2: 44,301 shares; 2024Q3: 43,014 shares; 2024Q4: 44,032 shares; 2025Q1: 32,486 shares; 2025Q2: 32,955 shares; 2025Q3: 32,719 shares 32,719$9.25M0.55%-236Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,363 shares; 2025Q3: 110,187 shares 110,187$9.08M0.54%+45,824Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 73,576 shares; 2024Q1: 71,696 shares; 2024Q2: 71,999 shares; 2024Q3: 71,434 shares; 2024Q4: 71,113 shares; 2025Q1: 71,441 shares; 2025Q2: 70,736 shares; 2025Q3: 69,968 shares 69,968$9.04M0.54%-768Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 74,219 shares; 2024Q1: 73,336 shares; 2024Q2: 72,552 shares; 2024Q3: 72,576 shares; 2024Q4: 72,503 shares; 2025Q1: 71,882 shares; 2025Q2: 58,127 shares; 2025Q3: 56,000 shares 56,000$8.6M0.51%-2,127Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 136,298 shares; 2024Q1: 136,949 shares; 2024Q2: 134,593 shares; 2024Q3: 130,180 shares; 2024Q4: 126,856 shares; 2025Q1: 106,462 shares; 2025Q2: 105,752 shares; 2025Q3: 88,714 shares 88,714$8.6M0.51%-17,038Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,250 shares; 2024Q1: 11,851 shares; 2024Q2: 10,447 shares; 2024Q3: 10,328 shares; 2024Q4: 10,311 shares; 2025Q1: 10,237 shares; 2025Q2: 9,675 shares; 2025Q3: 9,305 shares 9,305$8.53M0.51%-370Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,085 shares; 2025Q1: 164,968 shares; 2025Q2: 167,207 shares; 2025Q3: 162,673 shares 162,673$8.26M0.49%-4,534Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,385 shares; 2025Q1: 158,979 shares; 2025Q2: 158,582 shares; 2025Q3: 159,406 shares 159,406$8.21M0.49%+824Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 222,594 shares; 2024Q1: 447,919 shares; 2024Q2: 349,716 shares; 2024Q3: 342,504 shares; 2024Q4: 338,227 shares; 2025Q1: 339,708 shares; 2025Q2: 464,743 shares; 2025Q3: 462,497 shares 462,497$8.21M0.49%-2,246Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,727 shares; 2024Q1: 25,797 shares; 2024Q2: 22,851 shares; 2024Q3: 22,213 shares; 2024Q4: 22,244 shares; 2025Q1: 22,148 shares; 2025Q2: 22,315 shares; 2025Q3: 22,167 shares 22,167$8.14M0.48%-148Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100,033 shares; 2024Q1: 103,592 shares; 2024Q2: 101,751 shares; 2024Q3: 99,577 shares; 2024Q4: 91,831 shares; 2025Q1: 94,884 shares; 2025Q2: 87,729 shares; 2025Q3: 86,452 shares 86,452$8.12M0.48%-1,277Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 80,452 shares; 2024Q1: 78,477 shares; 2024Q2: 76,879 shares; 2024Q3: 74,836 shares; 2024Q4: 73,416 shares; 2025Q1: 72,976 shares; 2025Q2: 72,518 shares; 2025Q3: 72,248 shares 72,248$7.5M0.44%-270Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,469 shares; 2024Q1: 17,367 shares; 2024Q2: 17,182 shares; 2024Q3: 17,086 shares; 2024Q4: 17,061 shares; 2025Q1: 17,246 shares; 2025Q2: 17,130 shares; 2025Q3: 15,774 shares 15,774$7.44M0.44%-1,356Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,707 shares; 2024Q1: 33,195 shares; 2024Q2: 33,210 shares; 2024Q3: 32,189 shares; 2024Q4: 31,809 shares; 2025Q1: 31,843 shares; 2025Q2: 31,770 shares; 2025Q3: 31,126 shares 31,126$7.36M0.44%-644Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,776 shares; 2024Q1: 3,761 shares; 2024Q2: 3,756 shares; 2024Q3: 3,301 shares; 2024Q4: 3,139 shares; 2025Q1: 3,285 shares; 2025Q2: 3,290 shares; 2025Q3: 12,044 shares 12,044$7.21M0.43%+8,754Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 45,427 shares; 2024Q1: 44,766 shares; 2024Q2: 44,406 shares; 2024Q3: 42,919 shares; 2024Q4: 42,808 shares; 2025Q1: 28,038 shares; 2025Q2: 26,786 shares; 2025Q3: 26,193 shares 26,193$7.18M0.43%-593Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 89,338 shares; 2024Q1: 76,618 shares; 2024Q2: 64,392 shares; 2024Q3: 50,687 shares; 2024Q4: 49,835 shares; 2025Q1: 49,277 shares; 2025Q2: 49,075 shares; 2025Q3: 48,756 shares 48,756$7.17M0.42%-319Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 97,463 shares; 2024Q1: 96,017 shares; 2024Q2: 86,546 shares; 2024Q3: 85,813 shares; 2024Q4: 86,947 shares; 2025Q1: 88,719 shares; 2025Q2: 87,562 shares; 2025Q3: 87,543 shares 87,543$6.88M0.41%-19Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52,274 shares; 2024Q1: 51,747 shares; 2024Q2: 58,455 shares; 2024Q3: 56,535 shares; 2024Q4: 53,976 shares; 2025Q1: 59,769 shares; 2025Q2: 58,927 shares; 2025Q3: 70,778 shares 70,778$6.81M0.4%+11,851Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9$6.74M0.4%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27,207 shares; 2024Q1: 31,069 shares; 2024Q2: 46,426 shares; 2024Q3: 48,966 shares; 2024Q4: 57,770 shares; 2025Q1: 60,373 shares; 2025Q2: 64,603 shares; 2025Q3: 68,848 shares 68,848$6.64M0.39%+4,245Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 60,445 shares; 2024Q1: 103,871 shares; 2024Q2: 114,833 shares; 2024Q3: 112,613 shares; 2024Q4: 109,461 shares; 2025Q1: 109,822 shares; 2025Q2: 108,778 shares; 2025Q3: 107,640 shares 107,640$6.52M0.39%-1,138Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 145,582 shares; 2024Q2: 355,138 shares; 2024Q3: 334,048 shares; 2024Q4: 326,095 shares; 2025Q1: 325,884 shares; 2025Q2: 502,878 shares; 2025Q3: 343,261 shares 343,261$6.48M0.38%-159,617Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 64,476 shares; 2024Q1: 63,238 shares; 2024Q2: 62,559 shares; 2024Q3: 61,132 shares; 2024Q4: 61,107 shares; 2025Q1: 60,947 shares; 2025Q2: 60,099 shares; 2025Q3: 51,697 shares 51,697$6.42M0.38%-8,402Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 138,226 shares; 2024Q1: 107,160 shares; 2024Q2: 98,925 shares; 2024Q3: 90,482 shares; 2024Q4: 87,684 shares; 2025Q1: 81,894 shares; 2025Q2: 78,997 shares; 2025Q3: 78,250 shares 78,250$6.25M0.37%-747Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,814 shares; 2024Q1: 25,344 shares; 2024Q2: 24,339 shares; 2024Q3: 25,941 shares; 2024Q4: 26,007 shares; 2025Q1: 26,067 shares; 2025Q2: 26,733 shares; 2025Q3: 25,543 shares 25,543$6.23M0.37%-1,190Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,969 shares; 2024Q1: 14,846 shares; 2024Q2: 14,897 shares; 2024Q3: 15,149 shares; 2024Q4: 15,119 shares; 2025Q1: 15,324 shares; 2025Q2: 15,459 shares; 2025Q3: 15,047 shares 15,047$6.12M0.36%-412Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 85,511 shares; 2024Q1: 84,767 shares; 2024Q2: 83,506 shares; 2024Q3: 80,970 shares; 2024Q4: 79,357 shares; 2025Q1: 79,247 shares; 2025Q2: 78,864 shares; 2025Q3: 92,421 shares 92,421$6.1M0.36%+13,557Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 81,481 shares; 2024Q1: 79,368 shares; 2024Q2: 75,086 shares; 2024Q3: 73,029 shares; 2024Q4: 83,612 shares; 2025Q1: 87,469 shares; 2025Q2: 89,551 shares; 2025Q3: 91,053 shares 91,053$5.98M0.35%+1,502Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 74,618 shares; 2024Q1: 79,544 shares; 2024Q2: 78,889 shares; 2024Q3: 78,287 shares; 2024Q4: 81,858 shares; 2025Q1: 83,507 shares; 2025Q2: 82,281 shares; 2025Q3: 81,460 shares 81,460$5.98M0.35%-821Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,710 shares; 2024Q1: 8,445 shares; 2024Q2: 8,264 shares; 2024Q3: 8,172 shares; 2024Q4: 8,108 shares; 2025Q1: 8,181 shares; 2025Q2: 8,201 shares; 2025Q3: 8,035 shares 8,035$5.97M0.35%-166Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,777 shares; 2025Q2: 48,055 shares; 2025Q3: 59,943 shares 59,943$5.89M0.35%+11,888Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,905 shares; 2024Q1: 12,241 shares; 2024Q2: 12,045 shares; 2024Q3: 11,816 shares; 2024Q4: 16,461 shares; 2025Q1: 17,435 shares; 2025Q2: 17,329 shares; 2025Q3: 20,464 shares 20,464$5.87M0.35%+3,135Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 46,471 shares; 2024Q1: 46,664 shares; 2024Q2: 46,739 shares; 2024Q3: 46,281 shares; 2024Q4: 46,570 shares; 2025Q1: 48,215 shares; 2025Q2: 49,169 shares; 2025Q3: 48,862 shares 48,862$5.79M0.34%-307Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 80,950 shares; 2024Q1: 101,785 shares; 2024Q2: 96,015 shares; 2024Q3: 93,065 shares; 2024Q4: 83,825 shares; 2025Q1: 75,130 shares; 2025Q2: 84,755 shares; 2025Q3: 71,435 shares 71,435$5.77M0.34%-13,320Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 116,249 shares; 2024Q1: 108,334 shares; 2024Q2: 102,354 shares; 2024Q3: 89,853 shares; 2024Q4: 88,763 shares; 2025Q1: 93,938 shares; 2025Q2: 104,068 shares; 2025Q3: 106,528 shares 106,528$5.67M0.34%+2,460Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,666 shares; 2024Q1: 15,439 shares; 2024Q2: 16,289 shares; 2024Q3: 16,532 shares; 2024Q4: 38,973 shares; 2025Q1: 57,184 shares; 2025Q2: 38,434 shares; 2025Q3: 32,519 shares 32,519$5.25M0.31%-5,915Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 213,291 shares; 2024Q1: 217,408 shares; 2024Q2: 209,301 shares; 2024Q3: 205,313 shares; 2024Q4: 177,325 shares; 2025Q1: 177,749 shares; 2025Q2: 146,531 shares; 2025Q3: 100,538 shares 100,538$5.22M0.31%-45,993Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 72,212 shares; 2024Q1: 66,103 shares; 2024Q2: 65,041 shares; 2024Q3: 63,277 shares; 2024Q4: 60,365 shares; 2025Q1: 59,544 shares; 2025Q2: 46,548 shares; 2025Q3: 46,526 shares 46,526$5.15M0.31%-22Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 71,376 shares; 2024Q1: 68,576 shares; 2024Q2: 66,883 shares; 2024Q3: 64,074 shares; 2024Q4: 62,844 shares; 2025Q1: 62,716 shares; 2025Q2: 62,031 shares; 2025Q3: 61,750 shares 61,750$5.12M0.3%-281Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares; 2024Q2: 5,550 shares; 2024Q3: 5,550 shares; 2024Q4: 45,499 shares; 2025Q1: 116,111 shares; 2025Q2: 112,340 shares; 2025Q3: 111,351 shares 111,351$5.11M0.3%-989Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,047 shares; 2024Q1: 4,942 shares; 2024Q2: 5,042 shares; 2024Q3: 4,778 shares; 2024Q4: 4,615 shares; 2025Q1: 4,648 shares; 2025Q2: 4,713 shares; 2025Q3: 20,632 shares 20,632$5.06M0.3%+15,919Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 64,560 shares; 2024Q1: 231,797 shares; 2024Q2: 184,263 shares; 2024Q3: 178,220 shares; 2024Q4: 176,019 shares; 2025Q1: 172,421 shares; 2025Q2: 126,892 shares; 2025Q3: 126,125 shares 126,125$5.04M0.3%-767Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140,994 shares; 2024Q3: 245,419 shares; 2024Q4: 245,093 shares; 2025Q1: 247,965 shares; 2025Q2: 247,126 shares; 2025Q3: 303,211 shares 303,211$4.95M0.29%+56,085Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,187 shares 70,187$4.89M0.29%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 55,064 shares; 2024Q2: 55,681 shares; 2024Q3: 54,223 shares; 2024Q4: 89,291 shares; 2025Q1: 89,338 shares; 2025Q2: 58,324 shares; 2025Q3: 57,728 shares 57,728$4.88M0.29%-596Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27,467 shares; 2024Q1: 27,992 shares; 2024Q2: 26,532 shares; 2024Q3: 26,712 shares; 2024Q4: 25,386 shares; 2025Q1: 24,786 shares; 2025Q2: 22,121 shares; 2025Q3: 20,078 shares 20,078$4.85M0.29%-2,043Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27,337 shares; 2024Q1: 27,407 shares; 2024Q2: 27,407 shares; 2024Q3: 27,407 shares; 2024Q4: 27,407 shares; 2025Q1: 24,791 shares; 2025Q2: 25,602 shares; 2025Q3: 24,802 shares 24,802$4.83M0.29%-800Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,875 shares; 2024Q1: 14,597 shares; 2024Q2: 14,596 shares; 2024Q3: 14,455 shares; 2024Q4: 14,436 shares; 2025Q1: 14,547 shares; 2025Q2: 14,621 shares; 2025Q3: 14,204 shares 14,204$4.83M0.29%-417Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 41,462 shares; 2024Q1: 78,755 shares; 2024Q2: 78,711 shares; 2024Q3: 77,174 shares; 2024Q4: 76,193 shares; 2025Q1: 75,472 shares; 2025Q2: 75,377 shares; 2025Q3: 74,974 shares 74,974$4.77M0.28%-403Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59,492 shares; 2024Q1: 58,508 shares; 2024Q2: 55,303 shares; 2024Q3: 54,280 shares; 2024Q4: 47,972 shares; 2025Q1: 34,476 shares; 2025Q2: 52,465 shares; 2025Q3: 52,761 shares 52,761$4.69M0.28%+296Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,131 shares; 2024Q1: 7,229 shares; 2024Q2: 10,330 shares; 2024Q3: 10,016 shares; 2024Q4: 10,044 shares; 2025Q1: 10,471 shares; 2025Q2: 10,540 shares; 2025Q3: 10,482 shares 10,482$4.65M0.28%-58Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 140,774 shares; 2024Q1: 136,861 shares; 2024Q2: 109,447 shares; 2024Q3: 104,609 shares; 2024Q4: 102,192 shares; 2025Q1: 101,143 shares; 2025Q2: 101,961 shares; 2025Q3: 140,180 shares 140,180$4.59M0.27%+38,219Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,190 shares; 2024Q1: 11,518 shares; 2024Q2: 13,037 shares; 2024Q3: 14,191 shares; 2024Q4: 14,964 shares; 2025Q1: 15,867 shares; 2025Q2: 15,906 shares; 2025Q3: 15,449 shares 15,449$4.53M0.27%-457Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,751 shares; 2024Q1: 32,070 shares; 2024Q2: 31,882 shares; 2024Q3: 31,111 shares; 2024Q4: 30,685 shares; 2025Q1: 30,646 shares; 2025Q2: 30,529 shares; 2025Q3: 30,274 shares 30,274$4.49M0.27%-255Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,648 shares; 2024Q1: 13,913 shares; 2024Q2: 13,913 shares; 2024Q3: 14,024 shares; 2024Q4: 14,024 shares; 2025Q1: 13,742 shares; 2025Q2: 14,326 shares; 2025Q3: 14,326 shares 14,326$4.4M0.26%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,827 shares; 2024Q1: 12,547 shares; 2024Q2: 12,387 shares; 2024Q3: 12,142 shares; 2024Q4: 12,002 shares; 2025Q1: 11,721 shares; 2025Q2: 11,608 shares; 2025Q3: 11,534 shares 11,534$4.36M0.26%-74Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,928 shares; 2024Q4: 181,420 shares; 2025Q1: 188,484 shares; 2025Q2: 179,798 shares; 2025Q3: 177,563 shares 177,563$4.32M0.26%-2,235Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,666 shares; 2024Q1: 54,146 shares; 2024Q2: 54,421 shares; 2024Q3: 54,326 shares; 2024Q4: 51,690 shares; 2025Q1: 51,690 shares; 2025Q2: 50,909 shares; 2025Q3: 43,999 shares 43,999$4.25M0.25%-6,910Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,436 shares; 2024Q1: 4,731 shares; 2024Q2: 4,703 shares; 2024Q3: 3,942 shares; 2024Q4: 3,938 shares; 2025Q1: 3,921 shares; 2025Q2: 3,625 shares; 2025Q3: 3,463 shares 3,463$4.18M0.25%-162Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,116 shares; 2024Q1: 17,572 shares; 2024Q2: 17,523 shares; 2024Q3: 16,158 shares; 2024Q4: 15,561 shares; 2025Q1: 15,435 shares; 2025Q2: 15,331 shares; 2025Q3: 15,331 shares 15,331$4.18M0.25%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 50,736 shares; 2024Q1: 49,414 shares; 2024Q2: 49,107 shares; 2024Q3: 47,523 shares; 2024Q4: 46,603 shares; 2025Q1: 46,216 shares; 2025Q2: 45,924 shares; 2025Q3: 45,546 shares 45,546$4.15M0.25%-378Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 55,451 shares; 2024Q1: 52,840 shares; 2024Q2: 50,656 shares; 2024Q3: 48,372 shares; 2024Q4: 47,492 shares; 2025Q1: 46,469 shares; 2025Q2: 48,215 shares; 2025Q3: 49,013 shares 49,013$4.14M0.25%+798Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 260,684 shares; 2024Q1: 255,255 shares; 2024Q2: 256,164 shares; 2024Q3: 259,290 shares; 2024Q4: 265,170 shares; 2025Q1: 261,887 shares; 2025Q2: 249,717 shares; 2025Q3: 239,704 shares 239,704$4.05M0.24%-10,013Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,246 shares; 2024Q1: 29,093 shares; 2024Q2: 29,293 shares; 2024Q3: 29,518 shares; 2024Q4: 28,223 shares; 2025Q1: 28,421 shares; 2025Q2: 28,421 shares; 2025Q3: 28,046 shares 28,046$4.01M0.24%-375Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,594 shares; 2025Q1: 93,752 shares; 2025Q2: 172,318 shares; 2025Q3: 172,462 shares 172,462$3.94M0.23%+144Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 222,741 shares; 2024Q1: 218,095 shares; 2024Q2: 218,776 shares; 2024Q3: 221,460 shares; 2024Q4: 226,579 shares; 2025Q1: 224,175 shares; 2025Q2: 214,269 shares; 2025Q3: 201,084 shares 201,084$3.93M0.23%-13,185Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 43,974 shares; 2024Q1: 53,195 shares; 2024Q2: 55,252 shares; 2024Q3: 54,054 shares; 2024Q4: 53,854 shares; 2025Q1: 230,757 shares; 2025Q2: 207,251 shares; 2025Q3: 163,297 shares 163,297$3.82M0.23%-43,954
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,572 shares; 2025Q1: 26,635 shares; 2025Q2: 26,034 shares; 2025Q3: 25,379 shares 25,379$3.76M0.22%-655Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,376 shares; 2025Q2: 2,589 shares; 2025Q3: 3,818 shares 3,818$3.68M0.22%+1,229Timeline
TPYPTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,482 shares; 2025Q3: 100,895 shares 100,895$3.67M0.22%-2,587Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,550 shares; 2024Q1: 30,696 shares; 2024Q2: 30,735 shares; 2024Q3: 30,824 shares; 2024Q4: 29,955 shares; 2025Q1: 21,720 shares; 2025Q2: 15,614 shares; 2025Q3: 15,315 shares 15,315$3.62M0.21%-299Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,769 shares; 2024Q1: 6,664 shares; 2024Q2: 6,703 shares; 2024Q3: 6,636 shares; 2024Q4: 6,651 shares; 2025Q1: 6,655 shares; 2025Q2: 6,556 shares; 2025Q3: 6,347 shares 6,347$3.61M0.21%-209Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 76,816 shares; 2024Q1: 73,419 shares; 2024Q2: 72,346 shares; 2024Q3: 67,631 shares; 2024Q4: 70,102 shares; 2025Q1: 69,619 shares; 2025Q2: 68,737 shares; 2025Q3: 66,756 shares 66,756$3.5M0.21%-1,981Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,810 shares; 2025Q3: 66,173 shares 66,173$3.5M0.21%+2,363Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,981 shares; 2025Q1: 2,976 shares; 2025Q2: 2,965 shares; 2025Q3: 2,884 shares 2,884$3.39M0.2%-81Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 46,355 shares; 2024Q1: 54,331 shares; 2024Q2: 56,316 shares; 2024Q3: 67,897 shares; 2024Q4: 58,540 shares; 2025Q1: 74,555 shares; 2025Q2: 70,688 shares; 2025Q3: 38,362 shares 38,362$3.24M0.19%-32,326Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 134,437 shares; 2024Q4: 132,073 shares; 2025Q1: 280,716 shares; 2025Q2: 165,756 shares; 2025Q3: 163,173 shares 163,173$3.2M0.19%-2,583Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,430 shares; 2024Q1: 22,396 shares; 2024Q2: 21,873 shares; 2024Q3: 22,253 shares; 2024Q4: 22,034 shares; 2025Q1: 21,644 shares; 2025Q2: 22,013 shares; 2025Q3: 22,107 shares 22,107$3.1M0.18%+94Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 49,341 shares; 2024Q1: 48,403 shares; 2024Q2: 45,829 shares; 2024Q3: 44,873 shares; 2024Q4: 46,975 shares; 2025Q1: 47,013 shares; 2025Q2: 46,965 shares; 2025Q3: 46,604 shares 46,604$3.08M0.18%-361Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,500 shares; 2024Q1: 20,500 shares; 2024Q2: 42,784 shares; 2024Q3: 51,942 shares; 2024Q4: 106,163 shares; 2025Q1: 104,365 shares; 2025Q2: 109,118 shares; 2025Q3: 130,994 shares 130,994$3.04M0.18%+21,876Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,852 shares; 2024Q1: 9,623 shares; 2024Q2: 9,866 shares; 2024Q3: 9,948 shares; 2024Q4: 9,877 shares; 2025Q1: 9,899 shares; 2025Q2: 9,910 shares; 2025Q3: 9,810 shares 9,810$2.97M0.18%-100Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,341 shares; 2024Q1: 22,559 shares; 2024Q2: 22,012 shares; 2024Q3: 22,481 shares; 2024Q4: 22,518 shares; 2025Q1: 22,728 shares; 2025Q2: 22,617 shares; 2025Q3: 22,274 shares 22,274$2.96M0.18%-343Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,590 shares; 2024Q1: 8,584 shares; 2024Q2: 8,560 shares; 2024Q3: 9,839 shares; 2024Q4: 11,416 shares; 2025Q1: 26,496 shares; 2025Q2: 31,077 shares; 2025Q3: 34,897 shares 34,897$2.96M0.18%+3,820Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 102,845 shares; 2024Q1: 104,091 shares; 2024Q2: 101,876 shares; 2024Q3: 10,599 shares; 2024Q4: 8,017 shares; 2025Q1: 60,085 shares; 2025Q2: 134,830 shares; 2025Q3: 128,105 shares 128,105$2.93M0.17%-6,725Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,452 shares; 2024Q1: 3,413 shares; 2024Q2: 3,446 shares; 2024Q3: 3,720 shares; 2024Q4: 3,770 shares; 2025Q1: 3,797 shares; 2025Q2: 5,392 shares; 2025Q3: 11,780 shares 11,780$2.91M0.17%+6,388Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 18,309 shares; 2024Q2: 26,643 shares; 2024Q3: 25,975 shares; 2024Q4: 26,108 shares; 2025Q1: 26,200 shares; 2025Q2: 26,002 shares; 2025Q3: 27,206 shares 27,206$2.9M0.17%+1,204Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44,319 shares; 2024Q1: 34,652 shares; 2024Q2: 31,747 shares; 2024Q3: 31,780 shares; 2024Q4: 31,258 shares; 2025Q1: 26,737 shares; 2025Q2: 27,472 shares; 2025Q3: 28,303 shares 28,303$2.76M0.16%+831Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,966 shares; 2025Q3: 49,360 shares 49,360$2.74M0.16%+22,394Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 125,569 shares; 2024Q1: 133,738 shares; 2024Q2: 136,517 shares; 2024Q3: 137,279 shares; 2024Q4: 139,452 shares; 2025Q1: 137,053 shares; 2025Q2: 130,793 shares; 2025Q3: 118,578 shares 118,578$2.72M0.16%-12,215Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,580 shares; 2025Q2: 13,532 shares; 2025Q3: 8,823 shares 8,823$2.6M0.15%-4,709Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,816 shares; 2025Q1: 4,838 shares; 2025Q2: 4,709 shares; 2025Q3: 4,669 shares 4,669$2.59M0.15%-40Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,450 shares; 2024Q1: 14,030 shares; 2024Q2: 15,496 shares; 2024Q3: 19,620 shares; 2024Q4: 27,451 shares; 2025Q1: 32,490 shares; 2025Q2: 35,173 shares; 2025Q3: 36,267 shares 36,267$2.49M0.15%+1,094Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,793 shares; 2024Q1: 19,928 shares; 2024Q2: 18,000 shares; 2024Q3: 18,086 shares; 2024Q4: 17,187 shares; 2025Q1: 14,387 shares; 2025Q2: 14,031 shares; 2025Q3: 14,001 shares 14,001$2.47M0.15%-30Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,515 shares; 2024Q1: 3,577 shares; 2024Q2: 3,580 shares; 2024Q3: 3,580 shares; 2024Q4: 3,623 shares; 2025Q1: 3,671 shares; 2025Q2: 4,078 shares; 2025Q3: 3,952 shares 3,952$2.41M0.14%-126Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,507 shares; 2025Q2: 149,476 shares; 2025Q3: 149,246 shares 149,246$2.38M0.14%-230Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,002 shares; 2024Q1: 50,879 shares; 2024Q2: 79,986 shares; 2024Q3: 79,842 shares; 2024Q4: 73,080 shares; 2025Q1: 35,558 shares; 2025Q2: 34,863 shares; 2025Q3: 33,795 shares 33,795$2.35M0.14%-1,068Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,886 shares; 2024Q1: 2,811 shares; 2024Q2: 2,811 shares; 2024Q3: 2,658 shares; 2024Q4: 3,378 shares; 2025Q1: 3,331 shares; 2025Q2: 3,280 shares; 2025Q3: 3,206 shares 3,206$2.33M0.14%-74Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,614 shares; 2024Q4: 43,329 shares; 2025Q1: 43,553 shares; 2025Q2: 43,531 shares; 2025Q3: 27,370 shares 27,370$2.31M0.14%-16,161Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,188 shares; 2024Q1: 9,538 shares; 2024Q2: 10,070 shares; 2024Q3: 10,890 shares; 2024Q4: 11,072 shares; 2025Q1: 10,982 shares; 2025Q2: 10,280 shares; 2025Q3: 10,090 shares 10,090$2.25M0.13%-190Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,510 shares; 2024Q1: 6,352 shares; 2024Q2: 6,692 shares; 2024Q3: 6,613 shares; 2024Q4: 6,056 shares; 2025Q1: 6,074 shares; 2025Q2: 6,103 shares; 2025Q3: 5,994 shares 5,994$2.22M0.13%-109Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,055 shares; 2025Q3: 18,993 shares 18,993$2.17M0.13%+938Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,585 shares; 2024Q1: 3,808 shares; 2024Q2: 3,872 shares; 2024Q3: 3,845 shares; 2024Q4: 4,640 shares; 2025Q1: 4,690 shares; 2025Q2: 4,626 shares; 2025Q3: 4,493 shares 4,493$2.14M0.13%-133Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,891 shares; 2024Q1: 4,980 shares; 2024Q2: 5,047 shares; 2024Q3: 5,305 shares; 2024Q4: 5,129 shares; 2025Q1: 8,416 shares; 2025Q2: 18,567 shares; 2025Q3: 6,161 shares 6,161$2.13M0.13%-12,406Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,983 shares; 2025Q2: 42,033 shares; 2025Q3: 42,169 shares 42,169$2.1M0.12%+136Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,016 shares; 2024Q1: 3,969 shares; 2024Q2: 3,890 shares; 2024Q3: 4,342 shares; 2024Q4: 4,327 shares; 2025Q1: 4,446 shares; 2025Q2: 4,384 shares; 2025Q3: 4,233 shares 4,233$2.08M0.12%-151Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,908 shares 15,908$2.08M0.12%newTimeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35,025 shares; 2024Q1: 35,021 shares; 2024Q2: 34,979 shares; 2024Q3: 34,979 shares; 2024Q4: 36,584 shares; 2025Q1: 36,577 shares; 2025Q2: 36,577 shares; 2025Q3: 34,810 shares 34,810$2.07M0.12%-1,767Timeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 41,079 shares; 2024Q2: 120,679 shares; 2024Q3: 288,867 shares; 2024Q4: 153,279 shares; 2025Q1: 150,121 shares; 2025Q2: 143,615 shares; 2025Q3: 144,803 shares 144,803$2.05M0.12%+1,188Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 142,267 shares; 2024Q1: 137,937 shares; 2024Q2: 107,418 shares; 2024Q3: 105,639 shares; 2024Q4: 97,161 shares; 2025Q1: 91,486 shares; 2025Q2: 87,631 shares; 2025Q3: 85,554 shares 85,554$2.04M0.12%-2,077Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,480 shares; 2024Q1: 47,180 shares; 2024Q2: 46,480 shares; 2024Q3: 44,985 shares; 2024Q4: 44,799 shares; 2025Q1: 44,569 shares; 2025Q2: 44,514 shares; 2025Q3: 44,444 shares 44,444$1.97M0.12%-70Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,240 shares; 2024Q1: 4,235 shares; 2024Q2: 4,757 shares; 2024Q3: 4,757 shares; 2024Q4: 4,554 shares; 2025Q1: 4,554 shares; 2025Q2: 4,444 shares; 2025Q3: 4,219 shares 4,219$1.95M0.12%-225Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,583 shares; 2024Q1: 20,497 shares; 2024Q2: 20,665 shares; 2024Q3: 20,548 shares; 2024Q4: 20,673 shares; 2025Q1: 20,298 shares; 2025Q2: 20,441 shares; 2025Q3: 20,054 shares 20,054$1.92M0.11%-387Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,341 shares 19,341$1.92M0.11%newTimeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 106,667 shares; 2024Q1: 104,463 shares; 2024Q2: 104,891 shares; 2024Q3: 106,326 shares; 2024Q4: 108,917 shares; 2025Q1: 107,628 shares; 2025Q2: 101,284 shares; 2025Q3: 96,439 shares 96,439$1.92M0.11%-4,845Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,123 shares; 2024Q1: 7,183 shares; 2024Q2: 7,108 shares; 2024Q3: 7,136 shares; 2024Q4: 7,270 shares; 2025Q1: 7,596 shares; 2025Q2: 7,167 shares; 2025Q3: 6,751 shares 6,751$1.89M0.11%-416Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 101,916 shares; 2024Q1: 99,779 shares; 2024Q2: 100,166 shares; 2024Q3: 101,519 shares; 2024Q4: 104,025 shares; 2025Q1: 102,781 shares; 2025Q2: 95,179 shares; 2025Q3: 91,829 shares 91,829$1.89M0.11%-3,350Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,521 shares; 2024Q1: 5,581 shares; 2024Q2: 5,700 shares; 2024Q3: 5,805 shares; 2024Q4: 5,711 shares; 2025Q1: 5,676 shares; 2025Q2: 6,667 shares; 2025Q3: 6,447 shares 6,447$1.89M0.11%-220Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,554 shares; 2024Q1: 21,501 shares; 2024Q2: 22,965 shares; 2024Q3: 22,185 shares; 2024Q4: 22,186 shares; 2025Q1: 22,381 shares; 2025Q2: 22,342 shares; 2025Q3: 21,681 shares 21,681$1.86M0.11%-661Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,186 shares 43,186$1.84M0.11%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,177 shares; 2024Q1: 4,177 shares; 2024Q2: 4,147 shares; 2024Q3: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,947 shares; 2025Q2: 3,843 shares; 2025Q3: 3,838 shares 3,838$1.83M0.11%-5Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 60,383 shares; 2024Q1: 58,308 shares; 2024Q2: 51,433 shares; 2024Q3: 51,396 shares; 2024Q4: 46,121 shares; 2025Q1: 44,426 shares; 2025Q2: 43,191 shares; 2025Q3: 36,531 shares 36,531$1.83M0.11%-6,660Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,883 shares; 2024Q1: 39,170 shares; 2024Q2: 38,139 shares; 2024Q3: 37,585 shares; 2024Q4: 37,524 shares; 2025Q1: 47,100 shares; 2025Q2: 36,159 shares; 2025Q3: 12,940 shares 12,940$1.8M0.11%-23,219Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,371 shares; 2024Q1: 6,908 shares; 2024Q2: 8,764 shares; 2024Q3: 9,771 shares; 2024Q4: 9,721 shares; 2025Q1: 9,726 shares; 2025Q2: 9,401 shares; 2025Q3: 9,381 shares 9,381$1.77M0.11%-20Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,330 shares; 2024Q1: 9,806 shares; 2024Q2: 9,261 shares; 2024Q3: 8,976 shares; 2024Q4: 8,712 shares; 2025Q1: 8,422 shares; 2025Q2: 7,844 shares; 2025Q3: 7,756 shares 7,756$1.73M0.1%-88Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,485 shares; 2024Q1: 10,485 shares; 2024Q2: 10,485 shares; 2024Q3: 10,485 shares; 2024Q4: 11,055 shares; 2025Q1: 10,735 shares; 2025Q2: 9,951 shares; 2025Q3: 9,836 shares 9,836$1.73M0.1%-115Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 34,026 shares; 2024Q1: 33,822 shares; 2024Q2: 32,012 shares; 2024Q3: 21,848 shares; 2024Q4: 21,926 shares; 2025Q1: 21,816 shares; 2025Q2: 21,681 shares; 2025Q3: 20,459 shares 20,459$1.73M0.1%-1,222Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,860 shares; 2024Q1: 10,860 shares; 2024Q2: 16,308 shares; 2024Q3: 19,133 shares; 2024Q4: 19,148 shares; 2025Q1: 24,348 shares; 2025Q2: 24,945 shares; 2025Q3: 26,650 shares 26,650$1.73M0.1%+1,705Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39,746 shares; 2024Q1: 38,662 shares; 2024Q2: 37,463 shares; 2024Q3: 35,200 shares; 2024Q4: 33,384 shares; 2025Q1: 32,556 shares; 2025Q2: 33,139 shares; 2025Q3: 31,769 shares 31,769$1.72M0.1%-1,370Timeline
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 90,598 shares; 2024Q1: 88,701 shares; 2024Q2: 89,048 shares; 2024Q3: 90,251 shares; 2024Q4: 92,473 shares; 2025Q1: 90,900 shares; 2025Q2: 76,292 shares; 2025Q3: 73,779 shares 73,779$1.71M0.1%-2,513Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55,124 shares; 2025Q1: 56,365 shares; 2025Q2: 54,755 shares; 2025Q3: 54,755 shares 54,755$1.7M0.1%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,881 shares; 2024Q1: 26,920 shares; 2024Q2: 25,905 shares; 2024Q3: 24,753 shares; 2024Q4: 24,753 shares; 2025Q1: 24,870 shares; 2025Q2: 21,763 shares; 2025Q3: 22,983 shares 22,983$1.66M0.1%+1,220Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,167 shares; 2024Q1: 7,080 shares; 2024Q2: 7,080 shares; 2024Q3: 7,080 shares; 2024Q4: 7,330 shares; 2025Q1: 6,880 shares; 2025Q2: 6,887 shares; 2025Q3: 6,853 shares 6,853$1.65M0.1%-34Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31,428 shares; 2024Q1: 30,768 shares; 2024Q2: 27,843 shares; 2024Q3: 23,023 shares; 2024Q4: 24,264 shares; 2025Q1: 21,990 shares; 2025Q2: 20,457 shares; 2025Q3: 20,595 shares 20,595$1.62M0.1%+138Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,012 shares; 2024Q1: 25,424 shares; 2024Q2: 25,424 shares; 2024Q3: 23,167 shares; 2024Q4: 22,067 shares; 2025Q1: 21,734 shares; 2025Q2: 21,234 shares; 2025Q3: 21,141 shares 21,141$1.6M0.09%-93Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,115 shares; 2024Q1: 15,085 shares; 2024Q2: 21,653 shares; 2024Q3: 21,058 shares; 2024Q4: 20,793 shares; 2025Q1: 20,838 shares; 2025Q2: 19,996 shares; 2025Q3: 18,226 shares 18,226$1.6M0.09%-1,770Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,077 shares; 2024Q1: 18,939 shares; 2024Q2: 18,303 shares; 2024Q3: 17,146 shares; 2024Q4: 17,000 shares; 2025Q1: 15,654 shares; 2025Q2: 15,376 shares; 2025Q3: 14,229 shares 14,229$1.57M0.09%-1,147Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,983 shares; 2024Q1: 20,111 shares; 2024Q2: 19,050 shares; 2024Q3: 19,618 shares; 2024Q4: 19,618 shares; 2025Q1: 17,908 shares; 2025Q2: 17,553 shares; 2025Q3: 17,472 shares 17,472$1.55M0.09%-81Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,646 shares; 2024Q1: 24,555 shares; 2024Q2: 23,314 shares; 2024Q3: 22,758 shares; 2024Q4: 21,772 shares; 2025Q1: 21,296 shares; 2025Q2: 17,957 shares; 2025Q3: 17,368 shares 17,368$1.54M0.09%-589Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,415 shares; 2024Q1: 13,082 shares; 2024Q2: 12,837 shares; 2024Q3: 12,860 shares; 2024Q4: 12,845 shares; 2025Q1: 12,830 shares; 2025Q2: 14,110 shares; 2025Q3: 16,240 shares 16,240$1.53M0.09%+2,130Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,453 shares; 2024Q1: 8,364 shares; 2024Q2: 8,330 shares; 2024Q3: 8,277 shares; 2024Q4: 8,283 shares; 2025Q1: 8,348 shares; 2025Q2: 8,274 shares; 2025Q3: 8,041 shares 8,041$1.47M0.09%-233Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,843 shares; 2024Q1: 4,813 shares; 2024Q2: 4,813 shares; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares 4,815$1.44M0.09%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,677 shares; 2024Q1: 9,143 shares; 2024Q2: 8,835 shares; 2024Q3: 8,320 shares; 2024Q4: 8,087 shares; 2025Q1: 8,137 shares; 2025Q2: 7,692 shares; 2025Q3: 7,512 shares 7,512$1.42M0.08%-180Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44,165 shares; 2024Q1: 43,850 shares; 2024Q2: 42,995 shares; 2024Q3: 42,855 shares; 2024Q4: 42,790 shares; 2025Q1: 42,790 shares; 2025Q2: 42,790 shares; 2025Q3: 44,890 shares 44,890$1.4M0.08%+2,100Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,640 shares; 2024Q1: 11,300 shares; 2024Q2: 11,300 shares; 2024Q3: 11,175 shares; 2024Q4: 10,790 shares; 2025Q1: 9,095 shares; 2025Q2: 9,140 shares; 2025Q3: 8,905 shares 8,905$1.38M0.08%-235Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,686 shares; 2024Q1: 5,729 shares; 2024Q2: 5,589 shares; 2024Q3: 5,519 shares; 2024Q4: 4,804 shares; 2025Q1: 4,713 shares; 2025Q2: 4,658 shares; 2025Q3: 4,536 shares 4,536$1.36M0.08%-122Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,499 shares; 2024Q1: 15,300 shares; 2024Q2: 15,375 shares; 2024Q3: 15,535 shares; 2024Q4: 16,350 shares; 2025Q1: 15,135 shares; 2025Q2: 14,890 shares; 2025Q3: 14,805 shares 14,805$1.34M0.08%-85Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 43,175 shares; 2024Q1: 44,204 shares; 2024Q2: 24,013 shares; 2024Q3: 25,757 shares; 2024Q4: 28,504 shares; 2025Q1: 26,559 shares; 2025Q2: 32,507 shares; 2025Q3: 31,793 shares 31,793$1.33M0.08%-714Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,913 shares; 2024Q1: 6,863 shares; 2024Q2: 4,813 shares; 2024Q3: 4,368 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,533 shares; 2025Q3: 4,533 shares 4,533$1.27M0.08%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,817 shares; 2024Q1: 10,216 shares; 2024Q2: 10,216 shares; 2024Q3: 10,442 shares; 2024Q4: 8,417 shares; 2025Q1: 9,733 shares; 2025Q2: 9,658 shares; 2025Q3: 9,053 shares 9,053$1.26M0.07%-605Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,752 shares; 2024Q1: 18,832 shares; 2024Q2: 17,832 shares; 2024Q3: 15,532 shares; 2024Q4: 15,744 shares; 2025Q1: 18,914 shares; 2025Q2: 21,077 shares; 2025Q3: 25,612 shares 25,612$1.23M0.07%+4,535Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,950 shares; 2024Q1: 18,715 shares; 2024Q2: 18,715 shares; 2024Q3: 18,715 shares; 2024Q4: 18,715 shares; 2025Q1: 18,715 shares; 2025Q2: 18,258 shares; 2025Q3: 18,258 shares 18,258$1.23M0.07%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35,114 shares; 2024Q1: 35,114 shares; 2024Q2: 35,114 shares; 2024Q3: 35,114 shares; 2024Q4: 35,410 shares; 2025Q1: 34,284 shares; 2025Q2: 34,255 shares; 2025Q3: 34,255 shares 34,255$1.23M0.07%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,292 shares; 2024Q1: 18,622 shares; 2024Q2: 15,559 shares; 2024Q3: 15,034 shares; 2024Q4: 15,231 shares; 2025Q1: 15,074 shares; 2025Q2: 13,932 shares; 2025Q3: 14,059 shares 14,059$1.22M0.07%+127Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,564 shares; 2024Q1: 5,554 shares; 2024Q2: 6,132 shares; 2024Q3: 5,822 shares; 2024Q4: 5,663 shares; 2025Q1: 5,723 shares; 2025Q2: 5,802 shares; 2025Q3: 5,767 shares 5,767$1.19M0.07%-35Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,040 shares; 2024Q1: 56,596 shares; 2024Q2: 80,547 shares; 2024Q3: 73,227 shares; 2024Q4: 17,832 shares; 2025Q1: 19,127 shares; 2025Q2: 20,367 shares; 2025Q3: 22,907 shares 22,907$1.16M0.07%+2,540Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,089 shares; 2024Q1: 2,971 shares; 2024Q2: 3,031 shares; 2024Q3: 2,940 shares; 2024Q4: 2,713 shares; 2025Q1: 2,706 shares; 2025Q2: 2,693 shares; 2025Q3: 2,620 shares 2,620$1.15M0.07%-73Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,817 shares; 2024Q1: 12,817 shares; 2024Q2: 12,963 shares; 2024Q3: 12,072 shares; 2024Q4: 12,072 shares; 2025Q1: 11,922 shares; 2025Q2: 11,922 shares; 2025Q3: 11,997 shares 11,997$1.15M0.07%+75Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,450 shares; 2024Q1: 3,450 shares; 2024Q2: 3,450 shares; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares 3,450$1.15M0.07%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,850 shares; 2024Q1: 1,850 shares; 2024Q2: 1,888 shares; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 2,435 shares; 2025Q3: 2,415 shares 2,415$1.12M0.07%-20Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,282 shares; 2024Q1: 6,282 shares; 2024Q2: 6,282 shares; 2024Q3: 5,937 shares; 2024Q4: 5,937 shares; 2025Q1: 5,987 shares; 2025Q2: 6,002 shares; 2025Q3: 5,987 shares 5,987$1.11M0.07%-15Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,070 shares; 2024Q1: 3,083 shares; 2024Q2: 3,107 shares; 2024Q3: 3,127 shares; 2024Q4: 3,298 shares; 2025Q1: 3,338 shares; 2025Q2: 3,707 shares; 2025Q3: 2,966 shares 2,966$1.07M0.06%-741Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,837 shares; 2024Q1: 8,044 shares; 2024Q2: 6,248 shares; 2024Q3: 5,676 shares; 2024Q4: 7,263 shares; 2025Q1: 7,621 shares; 2025Q2: 8,380 shares; 2025Q3: 8,823 shares 8,823$1.05M0.06%+443Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,040 shares; 2024Q1: 25,040 shares; 2024Q2: 25,040 shares; 2024Q3: 22,840 shares; 2024Q4: 20,440 shares; 2025Q1: 20,440 shares; 2025Q2: 20,047 shares; 2025Q3: 19,877 shares 19,877$994K0.06%-170Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44,480 shares; 2024Q1: 12,565 shares; 2024Q2: 11,264 shares; 2024Q3: 10,018 shares; 2024Q4: 9,897 shares; 2025Q1: 7,267 shares; 2025Q2: 7,362 shares; 2025Q3: 7,222 shares 7,222$994K0.06%-140Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,269 shares; 2024Q1: 5,147 shares; 2024Q2: 5,147 shares; 2024Q3: 5,202 shares; 2024Q4: 5,974 shares; 2025Q1: 5,418 shares; 2025Q2: 6,499 shares; 2025Q3: 6,479 shares 6,479$992K0.06%-20Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,643 shares; 2024Q1: 8,181 shares; 2024Q2: 8,181 shares; 2024Q3: 8,181 shares; 2024Q4: 7,901 shares; 2025Q1: 6,980 shares; 2025Q2: 6,980 shares; 2025Q3: 6,980 shares 6,980$987K0.06%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,793 shares; 2024Q1: 4,913 shares; 2024Q2: 4,854 shares; 2024Q3: 4,811 shares; 2024Q4: 4,777 shares; 2025Q1: 5,136 shares; 2025Q2: 4,927 shares; 2025Q3: 4,712 shares 4,712$986K0.06%-215Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,417 shares; 2024Q1: 15,732 shares; 2024Q2: 15,732 shares; 2024Q3: 15,512 shares; 2024Q4: 15,397 shares; 2025Q1: 15,397 shares; 2025Q2: 15,397 shares; 2025Q3: 15,397 shares 15,397$985K0.06%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,972 shares; 2024Q1: 6,792 shares; 2024Q2: 6,637 shares; 2024Q3: 6,760 shares; 2024Q4: 6,930 shares; 2025Q1: 6,925 shares; 2025Q2: 6,960 shares; 2025Q3: 5,883 shares 5,883$972K0.06%-1,077Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 5,630 shares; 2024Q2: 9,131 shares; 2024Q3: 8,691 shares; 2024Q4: 11,025 shares; 2025Q1: 8,465 shares; 2025Q2: 13,322 shares; 2025Q3: 16,685 shares 16,685$958K0.06%+3,363Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,646 shares; 2024Q1: 6,646 shares; 2024Q2: 6,646 shares; 2024Q3: 6,602 shares; 2024Q4: 6,602 shares; 2025Q1: 8,016 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares 7,929$940K0.06%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,631 shares; 2024Q1: 4,631 shares; 2024Q2: 4,631 shares; 2024Q3: 4,626 shares; 2024Q4: 4,726 shares; 2025Q1: 4,626 shares; 2025Q2: 4,377 shares; 2025Q3: 4,262 shares 4,262$935K0.06%-115Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,111 shares; 2024Q1: 6,221 shares; 2024Q2: 6,221 shares; 2024Q3: 5,856 shares; 2024Q4: 5,306 shares; 2025Q1: 5,306 shares; 2025Q2: 4,996 shares; 2025Q3: 4,949 shares 4,949$933K0.06%-47Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,983 shares; 2024Q1: 10,983 shares; 2024Q2: 5,318 shares; 2024Q3: 5,318 shares; 2024Q4: 5,318 shares; 2025Q1: 5,318 shares; 2025Q2: 5,318 shares; 2025Q3: 5,318 shares 5,318$925K0.05%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,781 shares; 2024Q1: 14,808 shares; 2024Q2: 13,842 shares; 2024Q3: 12,827 shares; 2024Q4: 12,585 shares; 2025Q1: 12,617 shares; 2025Q2: 12,333 shares; 2025Q3: 11,733 shares 11,733$916K0.05%-600Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,163 shares; 2024Q1: 21,320 shares; 2024Q2: 20,848 shares; 2024Q3: 20,533 shares; 2024Q4: 20,397 shares; 2025Q1: 19,165 shares; 2025Q2: 18,540 shares; 2025Q3: 14,870 shares 14,870$897K0.05%-3,670Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,335 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares 3,830$894K0.05%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,508 shares; 2024Q1: 16,040 shares; 2024Q2: 14,237 shares; 2024Q3: 13,328 shares; 2024Q4: 8,781 shares; 2025Q1: 9,016 shares; 2025Q2: 8,621 shares; 2025Q3: 8,621 shares 8,621$891K0.05%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 161 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 165 shares; 2025Q3: 161 shares 161$878K0.05%-4Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,872 shares; 2024Q1: 2,054 shares; 2024Q2: 2,701 shares; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,737 shares; 2025Q2: 2,830 shares; 2025Q3: 2,903 shares 2,903$852K0.05%+73Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,500 shares; 2024Q1: 11,500 shares; 2024Q2: 11,500 shares; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares 11,500$851K0.05%0Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,187 shares; 2025Q1: 10,187 shares; 2025Q2: 10,187 shares; 2025Q3: 10,187 shares 10,187$845K0.05%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,956 shares; 2024Q1: 5,956 shares; 2024Q2: 5,956 shares; 2024Q3: 5,956 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares; 2025Q3: 5,956 shares 5,956$830K0.05%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 951 shares; 2024Q1: 926 shares; 2024Q2: 896 shares; 2024Q3: 891 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 905 shares; 2025Q3: 866 shares 866$815K0.05%-39Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,818 shares; 2024Q1: 3,267 shares; 2024Q2: 3,157 shares; 2024Q3: 2,701 shares; 2024Q4: 2,642 shares; 2025Q1: 2,622 shares; 2025Q2: 2,291 shares; 2025Q3: 2,281 shares 2,281$804K0.05%-10Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,471 shares; 2024Q1: 12,551 shares; 2024Q2: 12,719 shares; 2024Q3: 12,671 shares; 2024Q4: 12,603 shares; 2025Q1: 12,797 shares; 2025Q2: 12,001 shares; 2025Q3: 12,343 shares 12,343$773K0.05%+342Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,795 shares; 2024Q3: 23,357 shares; 2024Q4: 22,268 shares; 2025Q1: 23,173 shares; 2025Q2: 6,002 shares; 2025Q3: 4,188 shares 4,188$771K0.05%-1,814Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 482 shares; 2024Q1: 482 shares; 2024Q2: 489 shares; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 7,275 shares; 2025Q3: 7,125 shares 7,125$766K0.05%-150Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 77,536 shares; 2024Q1: 69,960 shares; 2024Q2: 54,432 shares; 2024Q3: 47,224 shares; 2024Q4: 47,224 shares; 2025Q1: 45,099 shares; 2025Q2: 26,324 shares; 2025Q3: 26,894 shares 26,894$755K0.04%+570Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,970 shares; 2025Q3: 8,200 shares 8,200$746K0.04%+2,230Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,415 shares; 2024Q1: 4,415 shares; 2024Q2: 3,740 shares; 2024Q3: 3,740 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares 2,910$739K0.04%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52,396 shares; 2024Q1: 51,268 shares; 2024Q2: 23,365 shares; 2024Q3: 15,791 shares; 2024Q4: 10,657 shares; 2025Q1: 9,547 shares; 2025Q2: 8,622 shares; 2025Q3: 7,674 shares 7,674$729K0.04%-948Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,100 shares; 2024Q1: 4,100 shares; 2024Q2: 4,100 shares; 2024Q3: 4,100 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700$727K0.04%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,437 shares; 2024Q1: 5,197 shares; 2024Q2: 5,032 shares; 2024Q3: 5,052 shares; 2024Q4: 5,077 shares; 2025Q1: 5,067 shares; 2025Q2: 5,142 shares; 2025Q3: 4,917 shares 4,917$703K0.04%-225Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,277 shares; 2024Q1: 2,277 shares; 2024Q2: 2,277 shares; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares 2,277$696K0.04%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,586 shares; 2024Q1: 10,101 shares; 2024Q2: 9,301 shares; 2024Q3: 9,046 shares; 2024Q4: 8,716 shares; 2025Q1: 8,476 shares; 2025Q2: 8,431 shares; 2025Q3: 8,421 shares 8,421$677K0.04%-10Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,897 shares; 2024Q1: 7,635 shares; 2024Q2: 7,635 shares; 2024Q3: 7,505 shares; 2024Q4: 7,455 shares; 2025Q1: 7,455 shares; 2025Q2: 6,860 shares; 2025Q3: 6,315 shares 6,315$672K0.04%-545Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,514 shares; 2024Q1: 25,287 shares; 2024Q2: 20,870 shares; 2024Q3: 21,183 shares; 2024Q4: 21,098 shares; 2025Q1: 21,598 shares; 2025Q2: 21,470 shares; 2025Q3: 20,763 shares 20,763$654K0.04%-707Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,531 shares; 2024Q1: 5,456 shares; 2024Q2: 5,166 shares; 2024Q3: 5,561 shares; 2024Q4: 4,806 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,029 shares 2,029$649K0.04%-350Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,267 shares; 2024Q1: 6,208 shares; 2024Q2: 3,087 shares; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares 3,087$642K0.04%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70,217 shares; 2024Q1: 67,358 shares; 2024Q2: 65,709 shares; 2024Q3: 62,294 shares; 2024Q4: 59,627 shares; 2025Q1: 9,605 shares; 2025Q2: 9,665 shares; 2025Q3: 9,360 shares 9,360$634K0.04%-305Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,382 shares; 2024Q1: 28,614 shares; 2024Q2: 19,879 shares; 2024Q3: 19,363 shares; 2024Q4: 19,364 shares; 2025Q1: 17,798 shares; 2025Q2: 14,994 shares; 2025Q3: 14,565 shares 14,565$630K0.04%-429Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 71,100 shares; 2024Q3: 75,906 shares; 2024Q4: 128,998 shares; 2025Q1: 136,729 shares; 2025Q2: 133,679 shares; 2025Q3: 28,142 shares 28,142$630K0.04%-105,537Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,855 shares; 2024Q1: 2,760 shares; 2024Q2: 9,380 shares; 2024Q3: 9,250 shares; 2024Q4: 3,020 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 2,890 shares 2,890$627K0.04%-55Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,007 shares; 2024Q1: 4,007 shares; 2024Q2: 4,007 shares; 2024Q3: 4,007 shares; 2024Q4: 4,007 shares; 2025Q1: 3,469 shares; 2025Q2: 3,469 shares; 2025Q3: 3,269 shares 3,269$618K0.04%-200Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,922 shares; 2024Q1: 5,912 shares; 2024Q2: 5,812 shares; 2024Q3: 5,767 shares; 2024Q4: 7,867 shares; 2025Q1: 5,547 shares; 2025Q2: 5,072 shares; 2025Q3: 4,427 shares 4,427$602K0.04%-645Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,238 shares; 2024Q1: 1,238 shares; 2024Q2: 1,238 shares; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,206 shares; 2025Q3: 1,200 shares 1,200$590K0.03%-6Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,259 shares; 2024Q1: 2,259 shares; 2024Q2: 2,259 shares; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares 2,259$572K0.03%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 4,740 shares; 2024Q2: 4,590 shares; 2024Q3: 4,590 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 5,540 shares; 2025Q3: 8,699 shares 8,699$571K0.03%+3,159Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 40,750 shares; 2024Q1: 40,750 shares; 2024Q2: 40,750 shares; 2024Q3: 40,750 shares; 2024Q4: 40,750 shares; 2025Q1: 40,750 shares; 2025Q2: 40,750 shares; 2025Q3: 31,600 shares 31,600$561K0.03%-9,150Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,100 shares; 2024Q1: 5,274 shares; 2024Q2: 4,954 shares; 2024Q3: 3,676 shares; 2024Q4: 3,676 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares 3,601$555K0.03%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 822 shares; 2025Q2: 868 shares; 2025Q3: 903 shares 903$544K0.03%+35Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,995 shares; 2024Q1: 22,993 shares; 2024Q2: 22,558 shares; 2024Q3: 10,655 shares; 2024Q4: 10,741 shares; 2025Q1: 10,501 shares; 2025Q2: 10,501 shares; 2025Q3: 9,966 shares 9,966$538K0.03%-535Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,362 shares; 2024Q1: 8,177 shares; 2024Q2: 7,424 shares; 2024Q3: 5,905 shares; 2024Q4: 6,218 shares; 2025Q1: 5,265 shares; 2025Q2: 5,415 shares; 2025Q3: 5,345 shares 5,345$536K0.03%-70Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,225 shares; 2024Q1: 1,180 shares; 2024Q2: 1,145 shares; 2024Q3: 1,470 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,976 shares; 2025Q3: 1,901 shares 1,901$531K0.03%-75Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,334 shares; 2024Q1: 2,050 shares; 2024Q2: 2,113 shares; 2024Q3: 2,102 shares; 2024Q4: 1,985 shares; 2025Q1: 2,001 shares; 2025Q2: 2,073 shares; 2025Q3: 1,919 shares 1,919$524K0.03%-154Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,973 shares; 2024Q1: 1,973 shares; 2024Q2: 1,658 shares; 2024Q3: 1,526 shares; 2024Q4: 1,526 shares; 2025Q1: 1,513 shares; 2025Q2: 1,466 shares; 2025Q3: 1,385 shares 1,385$505K0.03%-81Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,475 shares; 2024Q1: 5,655 shares; 2024Q2: 5,655 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,655 shares 5,655$503K0.03%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,869 shares; 2024Q1: 8,869 shares; 2024Q2: 8,462 shares; 2024Q3: 8,462 shares; 2024Q4: 8,447 shares; 2025Q1: 8,479 shares; 2025Q2: 8,458 shares; 2025Q3: 8,481 shares 8,481$501K0.03%+23Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,412 shares; 2025Q3: 6,412 shares 6,412$501K0.03%0Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,117 shares; 2024Q3: 13,343 shares; 2024Q4: 13,229 shares; 2025Q1: 13,162 shares; 2025Q2: 8,062 shares; 2025Q3: 2,772 shares 2,772$496K0.03%-5,290Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,158 shares; 2024Q1: 3,158 shares; 2024Q2: 3,158 shares; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,158 shares; 2025Q2: 3,158 shares; 2025Q3: 3,158 shares 3,158$493K0.03%0Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,490 shares; 2024Q1: 8,832 shares; 2024Q2: 8,580 shares; 2024Q3: 8,496 shares; 2024Q4: 8,539 shares; 2025Q1: 8,586 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares 8,300$491K0.03%0
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,120 shares; 2024Q1: 7,745 shares; 2024Q2: 6,445 shares; 2024Q3: 6,445 shares; 2024Q4: 7,166 shares; 2025Q1: 9,179 shares; 2025Q2: 8,833 shares; 2025Q3: 6,426 shares 6,426$478K0.03%-2,407Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,168 shares; 2024Q1: 4,088 shares; 2024Q2: 4,063 shares; 2024Q3: 3,818 shares; 2024Q4: 3,603 shares; 2025Q1: 3,653 shares; 2025Q2: 3,618 shares; 2025Q3: 3,608 shares 3,608$443K0.03%-10Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares 2,740$426K0.03%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,256 shares; 2024Q1: 5,256 shares; 2024Q2: 5,256 shares; 2024Q3: 5,256 shares; 2024Q4: 5,256 shares; 2025Q1: 5,256 shares; 2025Q2: 5,256 shares; 2025Q3: 5,256 shares 5,256$422K0.03%0Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,200 shares; 2024Q1: 6,200 shares; 2024Q2: 6,200 shares; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares 6,200$413K0.02%0Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 83,929 shares; 2024Q1: 22,018 shares; 2024Q2: 21,136 shares; 2024Q3: 21,136 shares; 2024Q4: 20,271 shares; 2025Q1: 19,162 shares; 2025Q2: 18,236 shares; 2025Q3: 18,236 shares 18,236$410K0.02%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,915 shares; 2024Q1: 2,890 shares; 2024Q2: 2,890 shares; 2024Q3: 2,760 shares; 2024Q4: 2,595 shares; 2025Q1: 2,990 shares; 2025Q2: 2,700 shares; 2025Q3: 2,975 shares 2,975$410K0.02%+275Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,391 shares; 2024Q3: 10,966 shares; 2024Q4: 13,551 shares; 2025Q1: 13,661 shares; 2025Q2: 12,623 shares; 2025Q3: 12,803 shares 12,803$407K0.02%+180Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,322 shares; 2024Q1: 3,715 shares; 2024Q2: 3,715 shares; 2024Q3: 3,670 shares; 2024Q4: 3,581 shares; 2025Q1: 3,485 shares; 2025Q2: 3,156 shares; 2025Q3: 2,945 shares 2,945$404K0.02%-211Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 645 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 587 shares; 2025Q3: 580 shares 580$403K0.02%-7Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,237 shares; 2024Q1: 9,207 shares; 2024Q2: 8,865 shares; 2024Q3: 8,459 shares; 2024Q4: 8,459 shares; 2025Q1: 8,459 shares; 2025Q2: 8,285 shares; 2025Q3: 8,274 shares 8,274$397K0.02%-11Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,895 shares; 2024Q1: 3,875 shares; 2024Q2: 3,805 shares; 2024Q3: 3,805 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 3,055 shares 3,055$395K0.02%-750Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,265 shares; 2024Q1: 11,265 shares; 2024Q2: 11,265 shares; 2024Q3: 11,265 shares; 2024Q4: 11,265 shares; 2025Q1: 11,265 shares; 2025Q2: 11,265 shares; 2025Q3: 7,589 shares 7,589$380K0.02%-3,676Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,377 shares; 2024Q1: 5,377 shares; 2024Q2: 5,107 shares; 2024Q3: 5,129 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 4,579 shares; 2025Q3: 4,579 shares 4,579$375K0.02%0Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 2,012 shares; 2025Q1: 1,950 shares; 2025Q2: 1,550 shares; 2025Q3: 1,525 shares 1,525$374K0.02%-25Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,847 shares; 2024Q1: 6,790 shares; 2024Q2: 6,790 shares; 2024Q3: 7,540 shares; 2024Q4: 7,540 shares; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 7,640 shares 7,640$374K0.02%+200Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,645 shares; 2024Q1: 3,645 shares; 2024Q2: 3,556 shares; 2024Q3: 3,556 shares; 2024Q4: 2,953 shares; 2025Q1: 2,917 shares; 2025Q2: 2,917 shares; 2025Q3: 2,517 shares 2,517$361K0.02%-400Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,322 shares; 2024Q1: 13,947 shares; 2024Q2: 13,702 shares; 2024Q3: 13,395 shares; 2024Q4: 12,630 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares 12,630$358K0.02%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,076 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000$355K0.02%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,358 shares; 2024Q1: 11,536 shares; 2024Q2: 11,993 shares; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 12,104 shares; 2025Q2: 10,355 shares; 2025Q3: 10,139 shares 10,139$352K0.02%-216Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,613 shares; 2024Q1: 6,613 shares; 2024Q2: 6,294 shares; 2024Q3: 6,294 shares; 2024Q4: 6,294 shares; 2025Q1: 6,294 shares; 2025Q2: 6,294 shares; 2025Q3: 6,294 shares 6,294$339K0.02%0Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,982 shares; 2024Q1: 3,672 shares; 2024Q2: 3,514 shares; 2024Q3: 3,519 shares; 2024Q4: 2,824 shares; 2025Q1: 2,942 shares; 2025Q2: 2,942 shares; 2025Q3: 3,026 shares 3,026$337K0.02%+84Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,525 shares; 2024Q1: 12,030 shares; 2024Q2: 9,070 shares; 2024Q3: 8,759 shares; 2024Q4: 8,689 shares; 2025Q1: 7,331 shares; 2025Q2: 6,117 shares; 2025Q3: 6,117 shares 6,117$331K0.02%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,550 shares; 2024Q1: 2,550 shares; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550$328K0.02%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,540 shares; 2025Q3: 2,500 shares 2,500$328K0.02%-40Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,930 shares; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares 1,930$325K0.02%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,175 shares; 2024Q1: 17,610 shares; 2024Q2: 17,430 shares; 2024Q3: 15,355 shares; 2024Q4: 12,360 shares; 2025Q1: 12,460 shares; 2025Q2: 12,275 shares; 2025Q3: 12,230 shares 12,230$324K0.02%-45Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,150 shares; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,130 shares; 2025Q3: 1,060 shares 1,060$311K0.02%-70Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,416 shares; 2025Q2: 4,770 shares; 2025Q3: 3,005 shares 3,005$309K0.02%-1,765Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,923 shares; 2024Q1: 4,923 shares; 2024Q2: 4,923 shares; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,612 shares; 2025Q2: 4,612 shares; 2025Q3: 5,945 shares 5,945$295K0.02%+1,333Timeline
CQQQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,869 shares; 2024Q1: 7,344 shares; 2024Q2: 7,344 shares; 2024Q3: 6,536 shares; 2024Q4: 5,477 shares; 2025Q1: 5,474 shares; 2025Q2: 5,265 shares; 2025Q3: 5,069 shares 5,069$295K0.02%-196Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,892 shares; 2024Q1: 9,892 shares; 2024Q2: 9,864 shares; 2024Q3: 8,590 shares; 2024Q4: 8,590 shares; 2025Q1: 8,280 shares; 2025Q2: 8,280 shares; 2025Q3: 7,113 shares 7,113$289K0.02%-1,167Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,670 shares; 2024Q1: 3,415 shares; 2024Q2: 3,322 shares; 2024Q3: 3,227 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,152 shares; 2025Q3: 3,102 shares 3,102$283K0.02%-50Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,011 shares; 2024Q1: 1,828 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 1,828 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares 1,828$281K0.02%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 344 shares 344$277K0.02%0Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,265 shares; 2024Q1: 13,819 shares; 2024Q2: 11,893 shares; 2024Q3: 10,646 shares; 2024Q4: 8,518 shares; 2025Q1: 7,965 shares; 2025Q2: 8,061 shares; 2025Q3: 7,943 shares 7,943$269K0.02%-118Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900$264K0.02%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,146 shares; 2024Q1: 13,146 shares; 2024Q2: 13,146 shares; 2024Q3: 13,646 shares; 2024Q4: 13,646 shares; 2025Q1: 15,608 shares; 2025Q2: 14,816 shares; 2025Q3: 15,316 shares 15,316$263K0.02%+500Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,007 shares; 2024Q1: 1,437 shares; 2024Q2: 1,437 shares; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,464 shares; 2025Q3: 1,399 shares 1,399$260K0.02%-65Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares 1,770$243K0.01%0Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares 1,150$243K0.01%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,086 shares; 2024Q1: 7,796 shares; 2024Q2: 9,166 shares; 2024Q3: 9,016 shares; 2024Q4: 7,376 shares; 2025Q1: 7,051 shares; 2025Q2: 3,560 shares; 2025Q3: 3,585 shares 3,585$237K0.01%+25Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,524 shares; 2024Q1: 26,883 shares; 2024Q2: 24,086 shares; 2024Q3: 18,219 shares; 2024Q4: 16,404 shares; 2025Q1: 15,679 shares; 2025Q2: 15,679 shares; 2025Q3: 13,554 shares 13,554$230K0.01%-2,125Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,190 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,448 shares; 2024Q4: 5,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,056 shares 5,056$227K0.01%newTimeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares 3,565$223K0.01%0Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 785 shares; 2024Q2: 785 shares; 2024Q3: 780 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,865 shares 3,865$219K0.01%-35Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,128 shares; 2025Q2: 6,802 shares; 2025Q3: 3,666 shares 3,666$219K0.01%-3,136Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,560 shares; 2024Q1: 7,560 shares; 2024Q2: 7,560 shares; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500$216K0.01%0Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700$209K0.01%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,692 shares; 2024Q2: 2,702 shares; 2024Q3: 2,702 shares; 2024Q4: 3,297 shares; 2025Q1: 2,702 shares; 2025Q2: 2,785 shares; 2025Q3: 2,670 shares 2,670$209K0.01%-115Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,744 shares 2,744$206K0.01%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares 750$204K0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 110,358 shares; 2024Q1: 108,382 shares; 2024Q2: 228,094 shares; 2024Q3: 93,939 shares; 2024Q4: 39,567 shares; 2025Q1: 32,352 shares; 2025Q2: 18,368 shares; 2025Q3: 5,822 shares 5,822$201K0.01%-12,546Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,317 shares; 2025Q2: 15,469 shares; 2025Q3: 19,621 shares 19,621$173K0.01%+4,152Timeline
CFFNCAPITOL FED FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,395 shares; 2024Q1: 19,395 shares; 2024Q2: 19,395 shares; 2024Q3: 19,395 shares; 2024Q4: 14,915 shares; 2025Q1: 14,915 shares; 2025Q2: 14,915 shares; 2025Q3: 14,915 shares 14,915$94.6K0.01%0Timeline
SLQTSELECTQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,615 shares; 2024Q1: 19,615 shares; 2024Q2: 19,615 shares; 2024Q3: 19,615 shares; 2024Q4: 19,615 shares; 2025Q1: 19,615 shares; 2025Q2: 19,615 shares; 2025Q3: 17,500 shares 17,500$35.2K<0.01%-2,115Timeline
CTSOCYTOSORBENTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,225 shares; 2024Q1: 15,225 shares; 2024Q2: 15,225 shares; 2024Q3: 15,225 shares; 2024Q4: 15,225 shares; 2025Q1: 15,225 shares; 2025Q2: 15,225 shares; 2025Q3: 15,225 shares 15,225$14.1K<0.01%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
OKEONEOK INC NEW2,471$201Kshares
ICAD INCICAD INC12,300$47.1Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005829 base2025-10-08acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001085146-25-005829 Quarter ended 2025-09-302025-10-08acceptance time not in the bulk data set
13F-HR 0001085146-25-004045 Quarter ended 2025-06-302025-07-23acceptance time not in the bulk data set
13F-HR 0001085146-25-002505 Quarter ended 2025-03-312025-05-01acceptance time not in the bulk data set
13F-HR 0001085146-25-000505 Quarter ended 2024-12-312025-01-27acceptance time not in the bulk data set
13F-HR 0001085146-24-005098 Quarter ended 2024-09-302024-10-23acceptance time not in the bulk data set
13F-HR 0001085146-24-003016 Quarter ended 2024-06-302024-07-16acceptance time not in the bulk data set
13F-HR 0001085146-24-001988 Quarter ended 2024-03-312024-04-24acceptance time not in the bulk data set
13F-HR 0001085146-24-000385 Quarter ended 2023-12-312024-01-22acceptance time not in the bulk data set
13F-HR 0001085146-23-003810 Quarter ended 2023-09-302023-10-19acceptance time not in the bulk data set
13F-HR 0001085146-23-002884 Quarter ended 2023-06-302023-07-24acceptance time not in the bulk data set
13F-HR 0001085146-23-001638 Quarter ended 2023-03-312023-04-12acceptance time not in the bulk data set
13F-HR 0001085146-23-000701 Quarter ended 2022-12-312023-02-07acceptance time not in the bulk data set
13F-HR 0001085146-22-003664 Quarter ended 2022-09-302022-10-31acceptance time not in the bulk data set
13F-HR 0001085146-22-002610 Quarter ended 2022-06-302022-07-27acceptance time not in the bulk data set
13F-HR 0001085146-22-001965 Quarter ended 2022-03-312022-05-10acceptance time not in the bulk data set