IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,368,471 shares; 2024Q4: 21,653,460 shares; 2025Q1: 21,831,744 shares; 2025Q2: 22,229,974 shares; 2025Q3: 22,735,267 shares; 2025Q4: 22,993,006 shares; 2026Q1: 24,018,496 shares; 2026Q2: 24,609,695 shares 24,609,695 $18.4B 10.77% +591,199 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,686,451 shares; 2024Q4: 100,567,828 shares; 2025Q1: 108,563,586 shares; 2025Q2: 114,896,140 shares; 2025Q3: 124,942,968 shares; 2025Q4: 117,781,202 shares; 2026Q1: 121,385,406 shares; 2026Q2: 130,673,715 shares 130,673,715 $9.59B 5.61% +9,288,309 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,118,743 shares; 2024Q4: 143,281,080 shares; 2025Q1: 138,346,303 shares; 2025Q2: 132,070,439 shares; 2025Q3: 128,084,556 shares; 2025Q4: 124,175,031 shares; 2026Q1: 120,418,397 shares; 2026Q2: 116,981,979 shares 116,981,979 $8.33B 4.87% -3,436,418 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,357,013 shares; 2024Q4: 68,708,048 shares; 2025Q1: 86,619,802 shares; 2025Q2: 99,636,348 shares; 2025Q3: 112,764,556 shares; 2025Q4: 125,134,437 shares; 2026Q1: 133,821,065 shares; 2026Q2: 144,440,101 shares 144,440,101 $7.28B 4.25% +10,619,036 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,250,119 shares; 2024Q4: 76,994,604 shares; 2025Q1: 80,140,007 shares; 2025Q2: 83,062,157 shares; 2025Q3: 87,966,062 shares; 2025Q4: 92,668,609 shares; 2026Q1: 96,641,159 shares; 2026Q2: 101,248,410 shares 101,248,410 $6.84B 4% +4,607,251 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,336,905 shares; 2024Q4: 70,663,640 shares; 2025Q1: 72,470,640 shares; 2025Q2: 73,244,097 shares; 2025Q3: 75,109,409 shares; 2025Q4: 76,276,642 shares; 2026Q1: 77,654,854 shares; 2026Q2: 78,943,848 shares 78,943,848 $6.54B 3.82% +1,288,994 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,839,996 shares; 2024Q4: 12,731,448 shares; 2025Q1: 12,677,960 shares; 2025Q2: 12,591,614 shares; 2025Q3: 12,394,725 shares; 2025Q4: 12,216,959 shares; 2026Q1: 12,262,531 shares; 2026Q2: 12,039,581 shares 12,039,581 $4.14B 2.42% -222,950 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,615,504 shares; 2024Q4: 10,295,510 shares; 2025Q1: 10,175,738 shares; 2025Q2: 10,174,834 shares; 2025Q3: 10,884,515 shares; 2025Q4: 11,310,582 shares; 2026Q1: 12,129,399 shares; 2026Q2: 12,407,426 shares 12,407,426 $3.59B 2.1% +278,027 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554,536 shares; 2024Q4: 543,819 shares; 2025Q1: 551,766 shares; 2025Q2: 513,072 shares; 2025Q3: 518,674 shares; 2025Q4: 26,106,715 shares; 2026Q1: 37,384,791 shares; 2026Q2: 43,838,959 shares 43,838,959 $3.42B 2% +6,454,168 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,491,836 shares; 2024Q4: 30,413,021 shares; 2025Q1: 30,820,373 shares; 2025Q2: 31,140,324 shares; 2025Q3: 32,029,687 shares; 2025Q4: 32,800,149 shares; 2026Q1: 33,659,028 shares; 2026Q2: 35,366,422 shares 35,366,422 $3.11B 1.82% +1,707,394 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,599,372 shares; 2024Q4: 8,817,922 shares; 2025Q1: 9,335,009 shares; 2025Q2: 9,143,670 shares; 2025Q3: 11,481,241 shares; 2025Q4: 12,548,619 shares; 2026Q1: 13,535,313 shares; 2026Q2: 14,693,402 shares 14,693,402 $2.94B 1.72% +1,158,089 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,185,424 shares; 2024Q4: 7,991,514 shares; 2025Q1: 11,240,479 shares; 2025Q2: 14,595,072 shares; 2025Q3: 16,802,461 shares; 2025Q4: 18,844,762 shares; 2026Q1: 20,195,491 shares; 2026Q2: 21,603,359 shares 21,603,359 $2.7B 1.58% +1,407,868 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,180,070 shares; 2024Q4: 8,086,671 shares; 2025Q1: 8,212,002 shares; 2025Q2: 8,406,520 shares; 2025Q3: 8,331,100 shares; 2025Q4: 8,415,358 shares; 2026Q1: 8,310,889 shares; 2026Q2: 32,713,198 shares 32,713,198 $2.64B 1.54% +24,402,309 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,339,510 shares; 2024Q4: 9,618,979 shares; 2025Q1: 14,443,482 shares; 2025Q2: 18,388,604 shares; 2025Q3: 20,621,860 shares; 2025Q4: 22,592,408 shares; 2026Q1: 23,779,849 shares; 2026Q2: 25,514,696 shares 25,514,696 $2.63B 1.54% +1,734,847 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,919,139 shares; 2024Q4: 82,467,395 shares; 2025Q1: 82,661,328 shares; 2025Q2: 81,577,917 shares; 2025Q3: 80,734,185 shares; 2025Q4: 83,812,325 shares; 2026Q1: 82,270,037 shares; 2026Q2: 81,513,814 shares 81,513,814 $2.4B 1.4% -756,223 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,067,807 shares; 2024Q4: 24,612,975 shares; 2025Q1: 25,005,319 shares; 2025Q2: 25,511,256 shares; 2025Q3: 26,438,339 shares; 2025Q4: 26,568,303 shares; 2026Q1: 27,022,817 shares; 2026Q2: 27,848,061 shares 27,848,061 $2.3B 1.35% +825,244 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,211,136 shares; 2024Q4: 13,243,407 shares; 2025Q1: 16,821,024 shares; 2025Q2: 20,228,460 shares; 2025Q3: 22,684,991 shares; 2025Q4: 24,835,701 shares; 2026Q1: 26,230,978 shares; 2026Q2: 27,823,389 shares 27,823,389 $2.29B 1.34% +1,592,411 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,147,305 shares; 2024Q4: 31,927,658 shares; 2025Q1: 34,507,302 shares; 2025Q2: 37,386,268 shares; 2025Q3: 40,704,991 shares; 2025Q4: 44,493,176 shares; 2026Q1: 47,961,726 shares; 2026Q2: 51,785,146 shares 51,785,146 $2.28B 1.33% +3,823,420 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,826,515 shares; 2024Q4: 6,620,100 shares; 2025Q1: 6,539,772 shares; 2025Q2: 6,351,163 shares; 2025Q3: 6,204,269 shares; 2025Q4: 6,067,010 shares; 2026Q1: 6,120,710 shares; 2026Q2: 6,075,603 shares 6,075,603 $2.25B 1.31% -45,107 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,976,452 shares; 2024Q4: 2,941,899 shares; 2025Q1: 2,989,193 shares; 2025Q2: 2,931,720 shares; 2025Q3: 2,984,649 shares; 2025Q4: 3,014,752 shares; 2026Q1: 2,956,006 shares; 2026Q2: 2,961,460 shares 2,961,460 $2.21B 1.29% +5,454 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,094,244 shares; 2024Q4: 40,362,015 shares; 2025Q1: 43,214,109 shares; 2025Q2: 45,354,564 shares; 2025Q3: 48,756,348 shares; 2025Q4: 50,904,613 shares; 2026Q1: 53,069,411 shares; 2026Q2: 56,313,973 shares 56,313,973 $1.69B 0.99% +3,244,562 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,519,446 shares; 2024Q4: 17,995,579 shares; 2025Q1: 17,699,815 shares; 2025Q2: 17,982,959 shares; 2025Q3: 17,808,671 shares; 2025Q4: 17,555,598 shares; 2026Q1: 19,092,951 shares; 2026Q2: 18,754,418 shares 18,754,418 $1.67B 0.98% -338,533 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,627,580 shares; 2024Q4: 13,224,764 shares; 2025Q1: 13,121,147 shares; 2025Q2: 12,339,988 shares; 2025Q3: 13,191,212 shares; 2025Q4: 13,555,369 shares; 2026Q1: 14,367,478 shares; 2026Q2: 14,801,826 shares 14,801,826 $1.59B 0.93% +434,348 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559,944 shares; 2024Q4: 2,655,768 shares; 2025Q1: 2,784,681 shares; 2025Q2: 2,915,631 shares; 2025Q3: 3,344,533 shares; 2025Q4: 3,517,731 shares; 2026Q1: 3,870,580 shares; 2026Q2: 4,155,769 shares 4,155,769 $1.55B 0.91% +285,189 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709,007 shares; 2024Q4: 2,701,189 shares; 2025Q1: 2,761,647 shares; 2025Q2: 2,764,486 shares; 2025Q3: 2,794,034 shares; 2025Q4: 2,855,073 shares; 2026Q1: 2,837,844 shares; 2026Q2: 2,847,386 shares 2,847,386 $1.42B 0.83% +9,542 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,963,386 shares; 2024Q4: 25,130,883 shares; 2025Q1: 26,149,018 shares; 2025Q2: 26,851,781 shares; 2025Q3: 26,101,247 shares; 2025Q4: 25,032,475 shares; 2026Q1: 27,532,088 shares; 2026Q2: 27,320,238 shares 27,320,238 $1.38B 0.81% -211,850 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,631,424 shares; 2024Q4: 12,879,420 shares; 2025Q1: 12,704,025 shares; 2025Q2: 12,373,724 shares; 2025Q3: 11,970,111 shares; 2025Q4: 10,644,543 shares; 2026Q1: 14,026,407 shares; 2026Q2: 13,634,358 shares 13,634,358 $1.35B 0.79% -392,049 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,048,811 shares; 2024Q4: 41,738,185 shares; 2025Q1: 41,257,141 shares; 2025Q2: 41,355,792 shares; 2025Q3: 40,928,992 shares; 2025Q4: 41,856,869 shares; 2026Q1: 47,134,843 shares; 2026Q2: 46,025,845 shares 46,025,845 $1.27B 0.75% -1,108,998 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,557,959 shares; 2024Q4: 12,733,211 shares; 2025Q1: 13,762,501 shares; 2025Q2: 15,055,511 shares; 2025Q3: 16,456,953 shares; 2025Q4: 17,856,346 shares; 2026Q1: 19,200,025 shares; 2026Q2: 21,003,636 shares 21,003,636 $1.24B 0.72% +1,803,611 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,156,844 shares; 2024Q4: 14,891,985 shares; 2025Q1: 14,212,091 shares; 2025Q2: 13,676,143 shares; 2025Q3: 13,258,724 shares; 2025Q4: 12,870,569 shares; 2026Q1: 12,560,585 shares; 2026Q2: 12,196,894 shares 12,196,894 $1.18B 0.69% -363,691 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,946,827 shares; 2024Q4: 1,973,686 shares; 2025Q1: 2,169,862 shares; 2025Q2: 2,297,999 shares; 2025Q3: 2,564,366 shares; 2025Q4: 2,712,504 shares; 2026Q1: 2,951,228 shares; 2026Q2: 3,202,466 shares 3,202,466 $1.14B 0.67% +251,238 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254,474 shares; 2024Q4: 1,262,187 shares; 2025Q1: 1,321,307 shares; 2025Q2: 1,343,735 shares; 2025Q3: 1,394,852 shares; 2025Q4: 1,513,193 shares; 2026Q1: 1,618,133 shares; 2026Q2: 1,655,904 shares 1,655,904 $1.14B 0.66% +37,771 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099,667 shares; 2024Q4: 3,280,141 shares; 2025Q1: 3,401,986 shares; 2025Q2: 3,510,082 shares; 2025Q3: 3,876,106 shares; 2025Q4: 4,065,394 shares; 2026Q1: 4,314,124 shares; 2026Q2: 4,694,102 shares 4,694,102 $1.12B 0.65% +379,978 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,995,882 shares; 2024Q4: 23,247,782 shares; 2025Q1: 22,673,981 shares; 2025Q2: 22,882,892 shares; 2025Q3: 22,369,067 shares; 2025Q4: 22,040,467 shares; 2026Q1: 21,771,079 shares; 2026Q2: 21,397,101 shares 21,397,101 $1.11B 0.65% -373,978 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,830,646 shares; 2024Q4: 28,594,739 shares; 2025Q1: 28,918,993 shares; 2025Q2: 29,603,590 shares; 2025Q3: 29,528,019 shares; 2025Q4: 30,436,442 shares; 2026Q1: 29,432,010 shares; 2026Q2: 29,016,208 shares 29,016,208 $1.07B 0.63% -415,802 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,014,773 shares; 2024Q4: 19,405,127 shares; 2025Q1: 19,008,101 shares; 2025Q2: 18,875,383 shares; 2025Q3: 18,604,973 shares; 2025Q4: 18,380,259 shares; 2026Q1: 18,221,206 shares; 2026Q2: 17,840,334 shares 17,840,334 $1.06B 0.62% -380,872 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,143,862 shares; 2024Q4: 14,071,843 shares; 2025Q1: 13,945,494 shares; 2025Q2: 14,095,721 shares; 2025Q3: 13,907,074 shares; 2025Q4: 13,707,684 shares; 2026Q1: 13,521,487 shares; 2026Q2: 13,305,154 shares 13,305,154 $930M 0.54% -216,333 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,228,179 shares; 2024Q4: 20,433,800 shares; 2025Q1: 20,078,302 shares; 2025Q2: 19,526,618 shares; 2025Q3: 19,125,476 shares; 2025Q4: 18,906,934 shares; 2026Q1: 21,758,142 shares; 2026Q2: 21,086,695 shares 21,086,695 $765M 0.45% -671,447 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779,322 shares; 2024Q4: 846,244 shares; 2025Q1: 961,859 shares; 2025Q2: 1,081,125 shares; 2025Q3: 1,517,896 shares; 2025Q4: 1,701,196 shares; 2026Q1: 1,801,894 shares; 2026Q2: 1,917,351 shares 1,917,351 $724M 0.42% +115,457 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544,297 shares; 2024Q4: 1,545,624 shares; 2025Q1: 1,596,260 shares; 2025Q2: 1,678,127 shares; 2025Q3: 1,786,103 shares; 2025Q4: 1,774,084 shares; 2026Q1: 1,824,150 shares; 2026Q2: 1,931,002 shares 1,931,002 $682M 0.4% +106,852 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880,342 shares; 2024Q4: 1,894,751 shares; 2025Q1: 1,998,547 shares; 2025Q2: 1,965,440 shares; 2025Q3: 1,964,964 shares; 2025Q4: 2,125,744 shares; 2026Q1: 2,035,636 shares; 2026Q2: 2,021,950 shares 2,021,950 $613M 0.36% -13,686 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685,987 shares; 2024Q4: 3,649,157 shares; 2025Q1: 3,619,849 shares; 2025Q2: 3,603,154 shares; 2025Q3: 3,575,036 shares; 2025Q4: 3,618,754 shares; 2026Q1: 3,839,152 shares; 2026Q2: 3,834,889 shares 3,834,889 $606M 0.35% -4,263 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,847 shares; 2024Q4: 728,996 shares; 2025Q1: 779,775 shares; 2025Q2: 887,651 shares; 2025Q3: 849,468 shares; 2025Q4: 890,294 shares; 2026Q1: 947,746 shares; 2026Q2: 1,022,780 shares 1,022,780 $576M 0.34% +75,034 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,395 shares; 2024Q4: 604,466 shares; 2025Q1: 651,286 shares; 2025Q2: 655,810 shares; 2025Q3: 695,672 shares; 2025Q4: 707,024 shares; 2026Q1: 718,318 shares; 2026Q2: 733,485 shares 733,485 $540M 0.32% +15,167 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,526 shares; 2024Q4: 235,537 shares; 2025Q1: 257,976 shares; 2025Q2: 266,992 shares; 2025Q3: 353,081 shares; 2025Q4: 382,846 shares; 2026Q1: 420,635 shares; 2026Q2: 445,706 shares 445,706 $535M 0.31% +25,071 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,139,115 shares; 2024Q4: 1,179,960 shares; 2025Q1: 1,335,043 shares; 2025Q2: 1,364,887 shares; 2025Q3: 1,460,896 shares; 2025Q4: 1,499,252 shares; 2026Q1: 1,543,468 shares; 2026Q2: 1,591,305 shares 1,591,305 $521M 0.3% +47,837 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,774 shares; 2024Q4: 165,072 shares; 2025Q1: 183,531 shares; 2025Q2: 179,553 shares; 2025Q3: 280,396 shares; 2025Q4: 311,721 shares; 2026Q1: 403,307 shares; 2026Q2: 449,717 shares 449,717 $519M 0.3% +46,410 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,520 shares; 2024Q4: 206,201 shares; 2025Q1: 225,128 shares; 2025Q2: 258,780 shares; 2025Q3: 562,375 shares; 2025Q4: 606,135 shares; 2026Q1: 634,638 shares; 2026Q2: 667,761 shares 667,761 $483M 0.28% +33,123 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896,484 shares; 2024Q4: 863,404 shares; 2025Q1: 878,790 shares; 2025Q2: 858,358 shares; 2025Q3: 911,747 shares; 2025Q4: 988,501 shares; 2026Q1: 1,054,828 shares; 2026Q2: 1,130,268 shares 1,130,268 $475M 0.28% +75,440 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,699,563 shares; 2024Q4: 24,294,749 shares; 2025Q1: 23,399,832 shares; 2025Q2: 22,634,627 shares; 2025Q3: 21,709,204 shares; 2025Q4: 21,105,120 shares; 2026Q1: 20,357,903 shares; 2026Q2: 19,656,745 shares 19,656,745 $465M 0.27% -701,158 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,660 shares; 2024Q4: 405,949 shares; 2025Q1: 412,418 shares; 2025Q2: 441,405 shares; 2025Q3: 612,062 shares; 2025Q4: 671,405 shares; 2026Q1: 731,233 shares; 2026Q2: 769,530 shares 769,530 $447M 0.26% +38,297 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,915 shares; 2024Q4: 241,658 shares; 2025Q1: 262,465 shares; 2025Q2: 275,950 shares; 2025Q3: 343,917 shares; 2025Q4: 356,019 shares; 2026Q1: 365,769 shares; 2026Q2: 379,703 shares 379,703 $404M 0.24% +13,934 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,807 shares; 2024Q4: 330,659 shares; 2025Q1: 1,812,788 shares; 2025Q2: 2,970,972 shares; 2025Q3: 3,017,159 shares; 2025Q4: 3,207,074 shares; 2026Q1: 4,126,427 shares; 2026Q2: 4,244,480 shares 4,244,480 $385M 0.23% +118,053 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,004,261 shares; 2024Q4: 4,944,508 shares; 2025Q1: 5,002,993 shares; 2025Q2: 4,800,760 shares; 2025Q3: 4,787,999 shares; 2025Q4: 4,760,563 shares; 2026Q1: 4,838,549 shares; 2026Q2: 4,887,959 shares 4,887,959 $377M 0.22% +49,410 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988,403 shares; 2024Q4: 984,930 shares; 2025Q1: 1,082,877 shares; 2025Q2: 1,055,881 shares; 2025Q3: 1,145,030 shares; 2025Q4: 1,246,657 shares; 2026Q1: 1,341,281 shares; 2026Q2: 1,384,963 shares 1,384,963 $352M 0.21% +43,682 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149,914 shares; 2024Q4: 2,123,293 shares; 2025Q1: 2,143,444 shares; 2025Q2: 2,117,760 shares; 2025Q3: 2,103,130 shares; 2025Q4: 2,084,729 shares; 2026Q1: 2,049,370 shares; 2026Q2: 2,063,768 shares 2,063,768 $339M 0.2% +14,398 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495,686 shares; 2024Q4: 469,944 shares; 2025Q1: 498,284 shares; 2025Q2: 532,247 shares; 2025Q3: 566,927 shares; 2025Q4: 605,653 shares; 2026Q1: 638,516 shares; 2026Q2: 707,850 shares 707,850 $338M 0.2% +69,334 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 498,734 shares; 2025Q1: 553,039 shares; 2025Q2: 546,481 shares; 2025Q3: 583,818 shares; 2025Q4: 671,956 shares; 2026Q1: 714,502 shares; 2026Q2: 728,684 shares 728,684 $316M 0.18% +14,182 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,486,417 shares; 2024Q4: 2,555,209 shares; 2025Q1: 2,565,673 shares; 2025Q2: 2,636,435 shares; 2025Q3: 2,753,494 shares; 2025Q4: 2,813,439 shares; 2026Q1: 2,904,852 shares; 2026Q2: 2,954,555 shares 2,954,555 $315M 0.18% +49,703 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,833,346 shares; 2024Q4: 4,696,161 shares; 2025Q1: 4,499,028 shares; 2025Q2: 4,279,272 shares; 2025Q3: 4,145,773 shares; 2025Q4: 4,001,104 shares; 2026Q1: 3,924,370 shares; 2026Q2: 3,798,676 shares 3,798,676 $313M 0.18% -125,694 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801,232 shares; 2024Q4: 1,780,400 shares; 2025Q1: 1,779,468 shares; 2025Q2: 1,766,032 shares; 2025Q3: 1,877,399 shares; 2025Q4: 2,024,122 shares; 2026Q1: 2,234,969 shares; 2026Q2: 2,283,468 shares 2,283,468 $312M 0.18% +48,499 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,729 shares; 2024Q4: 576,941 shares; 2025Q1: 637,229 shares; 2025Q2: 654,325 shares; 2025Q3: 762,993 shares; 2025Q4: 766,290 shares; 2026Q1: 811,682 shares; 2026Q2: 893,823 shares 893,823 $307M 0.18% +82,141 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,662 shares; 2024Q4: 59,476 shares; 2025Q1: 112,950 shares; 2025Q2: 67,239 shares; 2025Q3: 66,781 shares; 2025Q4: 73,905 shares; 2026Q1: 2,989,279 shares; 2026Q2: 2,768,104 shares 2,768,104 $294M 0.17% -221,175 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800,743 shares; 2024Q4: 1,890,313 shares; 2025Q1: 2,023,485 shares; 2025Q2: 2,099,675 shares; 2025Q3: 2,288,739 shares; 2025Q4: 2,426,642 shares; 2026Q1: 2,551,572 shares; 2026Q2: 2,546,299 shares 2,546,299 $288M 0.17% -5,273 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,169 shares; 2024Q4: 221,852 shares; 2025Q1: 238,386 shares; 2025Q2: 244,564 shares; 2025Q3: 261,933 shares; 2025Q4: 266,196 shares; 2026Q1: 301,233 shares; 2026Q2: 306,789 shares 306,789 $287M 0.17% +5,556 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750,811 shares; 2024Q4: 761,073 shares; 2025Q1: 843,026 shares; 2025Q2: 839,083 shares; 2025Q3: 970,143 shares; 2025Q4: 1,043,813 shares; 2026Q1: 1,103,490 shares; 2026Q2: 1,126,243 shares 1,126,243 $283M 0.17% +22,753 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947,415 shares; 2024Q4: 1,103,362 shares; 2025Q1: 1,108,152 shares; 2025Q2: 1,092,441 shares; 2025Q3: 1,117,273 shares; 2025Q4: 1,126,535 shares; 2026Q1: 1,204,922 shares; 2026Q2: 1,196,126 shares 1,196,126 $283M 0.17% -8,796 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,667,805 shares; 2024Q4: 3,604,136 shares; 2025Q1: 3,559,740 shares; 2025Q2: 3,530,566 shares; 2025Q3: 3,457,489 shares; 2025Q4: 3,426,182 shares; 2026Q1: 3,357,019 shares; 2026Q2: 3,321,135 shares 3,321,135 $272M 0.16% -35,884 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,769 shares; 2024Q4: 482,809 shares; 2025Q1: 479,297 shares; 2025Q2: 481,857 shares; 2025Q3: 492,519 shares; 2025Q4: 496,103 shares; 2026Q1: 1,137,537 shares; 2026Q2: 1,102,341 shares 1,102,341 $271M 0.16% -35,196 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,471,095 shares; 2024Q4: 5,390,141 shares; 2025Q1: 5,295,811 shares; 2025Q2: 5,251,545 shares; 2025Q3: 5,128,384 shares; 2025Q4: 5,039,285 shares; 2026Q1: 4,952,745 shares; 2026Q2: 4,865,323 shares 4,865,323 $268M 0.16% -87,422 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658,314 shares; 2024Q4: 652,649 shares; 2025Q1: 667,125 shares; 2025Q2: 657,797 shares; 2025Q3: 655,263 shares; 2025Q4: 657,338 shares; 2026Q1: 642,293 shares; 2026Q2: 651,215 shares 651,215 $267M 0.16% +8,922 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,839,297 shares; 2024Q4: 2,769,313 shares; 2025Q1: 2,910,999 shares; 2025Q2: 2,744,172 shares; 2025Q3: 2,699,593 shares; 2025Q4: 2,683,640 shares; 2026Q1: 2,753,122 shares; 2026Q2: 2,717,102 shares 2,717,102 $262M 0.15% -36,020 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,508 shares; 2024Q4: 98,646 shares; 2025Q1: 121,969 shares; 2025Q2: 110,895 shares; 2025Q3: 122,605 shares; 2025Q4: 121,604 shares; 2026Q1: 2,150,175 shares; 2026Q2: 2,010,520 shares 2,010,520 $257M 0.15% -139,655 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,934,244 shares; 2024Q4: 6,831,323 shares; 2025Q1: 6,966,496 shares; 2025Q2: 6,915,048 shares; 2025Q3: 7,360,130 shares; 2025Q4: 8,058,136 shares; 2026Q1: 7,975,443 shares; 2026Q2: 7,674,046 shares 7,674,046 $257M 0.15% -301,397 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,094,257 shares; 2024Q4: 8,923,341 shares; 2025Q1: 7,037,588 shares; 2025Q2: 5,425,374 shares; 2025Q3: 4,957,148 shares; 2025Q4: 4,516,379 shares; 2026Q1: 4,208,248 shares; 2026Q2: 3,960,885 shares 3,960,885 $256M 0.15% -247,363 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393,443 shares; 2024Q4: 1,382,915 shares; 2025Q1: 1,427,105 shares; 2025Q2: 1,441,987 shares; 2025Q3: 1,579,575 shares; 2025Q4: 1,542,110 shares; 2026Q1: 1,693,989 shares; 2026Q2: 1,682,966 shares 1,682,966 $247M 0.14% -11,023 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155,964 shares; 2024Q4: 1,211,826 shares; 2025Q1: 1,388,989 shares; 2025Q2: 1,439,591 shares; 2025Q3: 1,530,885 shares; 2025Q4: 1,641,046 shares; 2026Q1: 1,907,189 shares; 2026Q2: 2,019,639 shares 2,019,639 $237M 0.14% +112,450 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,035 shares; 2024Q4: 454,542 shares; 2025Q1: 462,628 shares; 2025Q2: 467,125 shares; 2025Q3: 461,381 shares; 2025Q4: 478,804 shares; 2026Q1: 471,347 shares; 2026Q2: 1,869,072 shares 1,869,072 $232M 0.14% +1,397,725 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,327 shares; 2024Q4: 513,220 shares; 2025Q1: 532,904 shares; 2025Q2: 542,737 shares; 2025Q3: 612,501 shares; 2025Q4: 587,556 shares; 2026Q1: 621,036 shares; 2026Q2: 653,261 shares 653,261 $230M 0.13% +32,225 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666,608 shares; 2024Q4: 2,683,925 shares; 2025Q1: 2,987,921 shares; 2025Q2: 3,053,878 shares; 2025Q3: 3,535,527 shares; 2025Q4: 3,699,073 shares; 2026Q1: 3,662,719 shares; 2026Q2: 3,866,843 shares 3,866,843 $220M 0.13% +204,124 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160,109 shares; 2024Q4: 1,091,964 shares; 2025Q1: 1,267,927 shares; 2025Q2: 1,208,087 shares; 2025Q3: 1,365,076 shares; 2025Q4: 1,456,423 shares; 2026Q1: 1,448,084 shares; 2026Q2: 1,541,526 shares 1,541,526 $215M 0.13% +93,442 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333,310 shares; 2024Q4: 4,524,557 shares; 2025Q1: 4,549,705 shares; 2025Q2: 4,689,773 shares; 2025Q3: 4,678,377 shares; 2025Q4: 6,787,631 shares; 2026Q1: 5,992,974 shares; 2026Q2: 5,873,670 shares 5,873,670 $212M 0.12% -119,304 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044,956 shares; 2024Q4: 2,022,147 shares; 2025Q1: 2,110,629 shares; 2025Q2: 2,085,026 shares; 2025Q3: 2,071,253 shares; 2025Q4: 2,069,349 shares; 2026Q1: 2,087,353 shares; 2026Q2: 2,039,695 shares 2,039,695 $212M 0.12% -47,658 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,556 shares; 2024Q4: 666,212 shares; 2025Q1: 688,663 shares; 2025Q2: 699,001 shares; 2025Q3: 717,909 shares; 2025Q4: 938,262 shares; 2026Q1: 902,783 shares; 2026Q2: 935,349 shares 935,349 $204M 0.12% +32,566 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722,436 shares; 2024Q4: 2,722,945 shares; 2025Q1: 2,694,168 shares; 2025Q2: 2,674,042 shares; 2025Q3: 2,683,179 shares; 2025Q4: 2,663,726 shares; 2026Q1: 2,696,930 shares; 2026Q2: 2,688,178 shares 2,688,178 $200M 0.12% -8,752 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,852,532 shares; 2024Q4: 1,862,861 shares; 2025Q1: 1,928,928 shares; 2025Q2: 1,955,851 shares; 2025Q3: 1,938,484 shares; 2025Q4: 2,098,146 shares; 2026Q1: 2,321,669 shares; 2026Q2: 2,398,911 shares 2,398,911 $195M 0.11% +77,242 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,283 shares; 2024Q4: 294,489 shares; 2025Q1: 297,378 shares; 2025Q2: 296,917 shares; 2025Q3: 310,408 shares; 2025Q4: 379,265 shares; 2026Q1: 360,936 shares; 2026Q2: 2,251,293 shares 2,251,293 $194M 0.11% +1,890,357 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230,874 shares; 2024Q4: 1,243,747 shares; 2025Q1: 1,253,912 shares; 2025Q2: 1,276,648 shares; 2025Q3: 1,231,498 shares; 2025Q4: 1,344,445 shares; 2026Q1: 1,457,828 shares; 2026Q2: 1,465,297 shares 1,465,297 $194M 0.11% +7,469 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416,016 shares; 2024Q4: 1,566,357 shares; 2025Q1: 1,368,842 shares; 2025Q2: 1,283,517 shares; 2025Q3: 1,271,447 shares; 2025Q4: 1,256,421 shares; 2026Q1: 1,256,876 shares; 2026Q2: 1,251,825 shares 1,251,825 $186M 0.11% -5,051 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,563,358 shares; 2024Q4: 3,548,218 shares; 2025Q1: 3,519,193 shares; 2025Q2: 3,497,364 shares; 2025Q3: 3,425,004 shares; 2025Q4: 3,431,663 shares; 2026Q1: 3,414,821 shares; 2026Q2: 3,381,003 shares 3,381,003 $183M 0.11% -33,818 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842,472 shares; 2024Q4: 921,723 shares; 2025Q1: 998,197 shares; 2025Q2: 944,651 shares; 2025Q3: 1,076,508 shares; 2025Q4: 1,246,651 shares; 2026Q1: 1,308,297 shares; 2026Q2: 1,354,765 shares 1,354,765 $174M 0.1% +46,468 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,771 shares; 2024Q4: 40,421 shares; 2025Q1: 42,281 shares; 2025Q2: 42,359 shares; 2025Q3: 46,060 shares; 2025Q4: 51,965 shares; 2026Q1: 56,276 shares; 2026Q2: 573,640 shares 573,640 $173M 0.1% +517,364 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,710 shares; 2024Q4: 593,418 shares; 2025Q1: 603,746 shares; 2025Q2: 567,965 shares; 2025Q3: 568,709 shares; 2025Q4: 605,575 shares; 2026Q1: 570,875 shares; 2026Q2: 561,917 shares 561,917 $169M 0.1% -8,958 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,981 shares; 2024Q4: 248,635 shares; 2025Q1: 323,637 shares; 2025Q2: 263,805 shares; 2025Q3: 286,128 shares; 2025Q4: 276,564 shares; 2026Q1: 248,681 shares; 2026Q2: 236,181 shares 236,181 $166M 0.1% -12,500 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774,912 shares; 2024Q4: 769,356 shares; 2025Q1: 826,192 shares; 2025Q2: 835,615 shares; 2025Q3: 992,149 shares; 2025Q4: 1,087,824 shares; 2026Q1: 1,066,125 shares; 2026Q2: 1,126,280 shares 1,126,280 $165M 0.1% +60,155 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 201 shares; 2025Q2: 199 shares; 2025Q3: 195 shares; 2025Q4: 220 shares; 2026Q1: 225 shares; 2026Q2: 218 shares 218 $163M 0.1% -7 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100,924 shares; 2024Q4: 3,134,767 shares; 2025Q1: 3,016,410 shares; 2025Q2: 2,858,713 shares; 2025Q3: 2,829,374 shares; 2025Q4: 2,793,205 shares; 2026Q1: 2,802,621 shares; 2026Q2: 2,776,196 shares 2,776,196 $160M 0.09% -26,425 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,540 shares; 2024Q4: 123,639 shares; 2025Q1: 133,501 shares; 2025Q2: 140,772 shares; 2025Q3: 143,894 shares; 2025Q4: 147,369 shares; 2026Q1: 159,803 shares; 2026Q2: 1,330,391 shares 1,330,391 $159M 0.09% +1,170,588 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545,842 shares; 2024Q4: 614,995 shares; 2025Q1: 652,414 shares; 2025Q2: 620,572 shares; 2025Q3: 748,273 shares; 2025Q4: 733,440 shares; 2026Q1: 900,524 shares; 2026Q2: 954,599 shares 954,599 $158M 0.09% +54,075 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,740 shares; 2024Q4: 325,453 shares; 2025Q1: 350,962 shares; 2025Q2: 362,828 shares; 2025Q3: 440,246 shares; 2025Q4: 483,027 shares; 2026Q1: 497,961 shares; 2026Q2: 545,121 shares 545,121 $153M 0.09% +47,160 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,594 shares; 2024Q4: 219,259 shares; 2025Q1: 235,562 shares; 2025Q2: 243,590 shares; 2025Q3: 259,281 shares; 2025Q4: 267,317 shares; 2026Q1: 282,263 shares; 2026Q2: 296,884 shares 296,884 $152M 0.09% +14,621 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 432,210 shares; 2025Q1: 794,786 shares; 2025Q2: 866,484 shares; 2025Q3: 876,976 shares; 2025Q4: 889,984 shares; 2026Q1: 828,109 shares; 2026Q2: 891,449 shares 891,449 $151M 0.09% +63,340 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,025 shares; 2024Q4: 84,727 shares; 2025Q1: 93,243 shares; 2025Q2: 111,895 shares; 2025Q3: 123,213 shares; 2025Q4: 127,324 shares; 2026Q1: 138,077 shares; 2026Q2: 149,075 shares 149,075 $151M 0.09% +10,998 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341,298 shares; 2024Q4: 4,333,971 shares; 2025Q1: 4,483,982 shares; 2025Q2: 4,376,728 shares; 2025Q3: 4,401,895 shares; 2025Q4: 4,291,559 shares; 2026Q1: 4,398,038 shares; 2026Q2: 4,737,864 shares 4,737,864 $150M 0.09% +339,826 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,295 shares; 2024Q4: 207,319 shares; 2025Q1: 223,939 shares; 2025Q2: 237,551 shares; 2025Q3: 260,106 shares; 2025Q4: 290,468 shares; 2026Q1: 306,650 shares; 2026Q2: 349,810 shares 349,810 $145M 0.08% +43,160 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,755 shares; 2024Q4: 1,036,624 shares; 2025Q1: 1,110,651 shares; 2025Q2: 1,155,647 shares; 2025Q3: 1,308,448 shares; 2025Q4: 1,381,182 shares; 2026Q1: 1,470,304 shares; 2026Q2: 1,585,590 shares 1,585,590 $140M 0.08% +115,286 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,423 shares; 2024Q4: 112,736 shares; 2025Q1: 854,195 shares; 2025Q2: 3,092,202 shares; 2025Q3: 3,133,039 shares; 2025Q4: 3,134,187 shares; 2026Q1: 3,899,148 shares; 2026Q2: 3,852,974 shares 3,852,974 $139M 0.08% -46,174 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367,262 shares; 2024Q4: 1,323,408 shares; 2025Q1: 1,303,691 shares; 2025Q2: 1,233,008 shares; 2025Q3: 1,232,922 shares; 2025Q4: 1,254,927 shares; 2026Q1: 2,938,971 shares; 2026Q2: 2,829,312 shares 2,829,312 $136M 0.08% -109,659 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,349 shares; 2024Q4: 151,744 shares; 2025Q1: 155,770 shares; 2025Q2: 173,194 shares; 2025Q3: 156,251 shares; 2025Q4: 167,632 shares; 2026Q1: 188,450 shares; 2026Q2: 177,647 shares 177,647 $136M 0.08% -10,803 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,051 shares; 2025Q2: 7,648 shares; 2025Q3: 22,911 shares; 2025Q4: 29,226 shares; 2026Q1: 33,367 shares; 2026Q2: 59,617 shares 59,617 $136M 0.08% +26,250 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753,627 shares; 2024Q4: 1,646,514 shares; 2025Q1: 1,543,663 shares; 2025Q2: 1,438,272 shares; 2025Q3: 1,378,438 shares; 2025Q4: 1,246,571 shares; 2026Q1: 1,176,837 shares; 2026Q2: 1,147,868 shares 1,147,868 $135M 0.08% -28,969 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,581 shares; 2024Q4: 200,161 shares; 2025Q1: 236,439 shares; 2025Q2: 238,404 shares; 2025Q3: 272,451 shares; 2025Q4: 297,649 shares; 2026Q1: 336,002 shares; 2026Q2: 360,728 shares 360,728 $135M 0.08% +24,726 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,782 shares; 2024Q4: 257,779 shares; 2025Q1: 247,980 shares; 2025Q2: 245,241 shares; 2025Q3: 232,844 shares; 2025Q4: 235,420 shares; 2026Q1: 5,119,249 shares; 2026Q2: 4,800,308 shares 4,800,308 $133M 0.08% -318,941 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233,059 shares; 2024Q4: 1,265,809 shares; 2025Q1: 1,312,504 shares; 2025Q2: 1,316,871 shares; 2025Q3: 1,292,899 shares; 2025Q4: 1,399,501 shares; 2026Q1: 1,573,042 shares; 2026Q2: 1,598,757 shares 1,598,757 $132M 0.08% +25,715 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,632 shares; 2024Q4: 492,317 shares; 2025Q1: 526,462 shares; 2025Q2: 537,528 shares; 2025Q3: 572,833 shares; 2025Q4: 616,669 shares; 2026Q1: 644,643 shares; 2026Q2: 691,086 shares 691,086 $131M 0.08% +46,443 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,641 shares; 2024Q4: 56,677 shares; 2025Q1: 64,166 shares; 2025Q2: 70,231 shares; 2025Q3: 78,173 shares; 2025Q4: 90,278 shares; 2026Q1: 103,344 shares; 2026Q2: 111,352 shares 111,352 $131M 0.08% +8,008 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,203 shares; 2024Q4: 173,591 shares; 2025Q1: 186,328 shares; 2025Q2: 183,729 shares; 2025Q3: 239,007 shares; 2025Q4: 270,870 shares; 2026Q1: 403,778 shares; 2026Q2: 379,160 shares 379,160 $129M 0.08% -24,618 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417,842 shares; 2024Q4: 1,386,224 shares; 2025Q1: 1,384,297 shares; 2025Q2: 1,412,192 shares; 2025Q3: 1,404,483 shares; 2025Q4: 1,385,944 shares; 2026Q1: 1,367,740 shares; 2026Q2: 1,339,092 shares 1,339,092 $129M 0.08% -28,648 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169,824 shares; 2024Q4: 1,341,540 shares; 2025Q1: 1,424,407 shares; 2025Q2: 1,418,730 shares; 2025Q3: 1,389,004 shares; 2025Q4: 1,395,038 shares; 2026Q1: 1,410,921 shares; 2026Q2: 1,389,067 shares 1,389,067 $127M 0.07% -21,854 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665,687 shares; 2024Q4: 2,411,399 shares; 2025Q1: 2,219,274 shares; 2025Q2: 2,008,095 shares; 2025Q3: 1,923,136 shares; 2025Q4: 1,849,417 shares; 2026Q1: 1,760,186 shares; 2026Q2: 1,701,158 shares 1,701,158 $126M 0.07% -59,028 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223,855 shares; 2024Q4: 1,195,190 shares; 2025Q1: 1,358,100 shares; 2025Q2: 1,376,609 shares; 2025Q3: 1,347,842 shares; 2025Q4: 1,401,087 shares; 2026Q1: 1,470,885 shares; 2026Q2: 1,497,894 shares 1,497,894 $125M 0.07% +27,009 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524,533 shares; 2024Q4: 531,691 shares; 2025Q1: 536,335 shares; 2025Q2: 540,460 shares; 2025Q3: 524,353 shares; 2025Q4: 539,464 shares; 2026Q1: 536,891 shares; 2026Q2: 509,090 shares 509,090 $123M 0.07% -27,801 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348,174 shares; 2024Q4: 2,297,986 shares; 2025Q1: 2,318,010 shares; 2025Q2: 2,335,241 shares; 2025Q3: 2,342,944 shares; 2025Q4: 2,417,020 shares; 2026Q1: 2,760,059 shares; 2026Q2: 2,760,133 shares 2,760,133 $122M 0.07% +74 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,660 shares; 2024Q4: 504,319 shares; 2025Q1: 570,606 shares; 2025Q2: 610,566 shares; 2025Q3: 639,502 shares; 2025Q4: 690,422 shares; 2026Q1: 735,168 shares; 2026Q2: 783,926 shares 783,926 $121M 0.07% +48,758 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,551 shares; 2024Q4: 117,600 shares; 2025Q1: 124,269 shares; 2025Q2: 132,313 shares; 2025Q3: 145,462 shares; 2025Q4: 1,613,664 shares; 2026Q1: 1,687,485 shares; 2026Q2: 1,684,099 shares 1,684,099 $120M 0.07% -3,386 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318,746 shares; 2024Q4: 1,239,687 shares; 2025Q1: 1,155,709 shares; 2025Q2: 1,078,562 shares; 2025Q3: 1,019,058 shares; 2025Q4: 984,914 shares; 2026Q1: 969,480 shares; 2026Q2: 938,149 shares 938,149 $120M 0.07% -31,331 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940,934 shares; 2024Q4: 877,185 shares; 2025Q1: 943,238 shares; 2025Q2: 947,527 shares; 2025Q3: 1,197,909 shares; 2025Q4: 1,262,213 shares; 2026Q1: 1,321,100 shares; 2026Q2: 1,444,769 shares 1,444,769 $119M 0.07% +123,669 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,866 shares; 2024Q4: 45,299 shares; 2025Q1: 36,515 shares; 2025Q2: 35,657 shares; 2025Q3: 40,673 shares; 2025Q4: 47,475 shares; 2026Q1: 51,856 shares; 2026Q2: 59,795 shares 59,795 $119M 0.07% +7,939 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808,863 shares; 2024Q4: 820,606 shares; 2025Q1: 891,514 shares; 2025Q2: 911,236 shares; 2025Q3: 1,067,760 shares; 2025Q4: 1,102,156 shares; 2026Q1: 1,151,073 shares; 2026Q2: 1,307,637 shares 1,307,637 $119M 0.07% +156,564 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,408 shares; 2024Q4: 41,785 shares; 2025Q1: 45,670 shares; 2025Q2: 62,279 shares; 2025Q3: 79,542 shares; 2025Q4: 106,858 shares; 2026Q1: 131,649 shares; 2026Q2: 184,095 shares 184,095 $118M 0.07% +52,446 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,690 shares; 2024Q4: 477,880 shares; 2025Q1: 518,864 shares; 2025Q2: 572,301 shares; 2025Q3: 603,005 shares; 2025Q4: 619,387 shares; 2026Q1: 641,072 shares; 2026Q2: 664,219 shares 664,219 $117M 0.07% +23,147 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332,881 shares; 2024Q4: 2,298,672 shares; 2025Q1: 2,269,202 shares; 2025Q2: 2,260,339 shares; 2025Q3: 2,261,490 shares; 2025Q4: 2,254,417 shares; 2026Q1: 2,247,071 shares; 2026Q2: 2,225,589 shares 2,225,589 $115M 0.07% -21,482 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206,230 shares; 2024Q4: 2,230,486 shares; 2025Q1: 2,182,851 shares; 2025Q2: 2,161,189 shares; 2025Q3: 2,130,442 shares; 2025Q4: 2,120,216 shares; 2026Q1: 2,165,387 shares; 2026Q2: 2,144,092 shares 2,144,092 $115M 0.07% -21,295 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,290 shares; 2024Q4: 267,063 shares; 2025Q1: 286,362 shares; 2025Q2: 273,289 shares; 2025Q3: 324,358 shares; 2025Q4: 398,494 shares; 2026Q1: 410,654 shares; 2026Q2: 423,620 shares 423,620 $115M 0.07% +12,966 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,549 shares; 2024Q4: 388,616 shares; 2025Q1: 441,203 shares; 2025Q2: 468,577 shares; 2025Q3: 476,478 shares; 2025Q4: 485,818 shares; 2026Q1: 570,697 shares; 2026Q2: 623,821 shares 623,821 $113M 0.07% +53,124 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,640 shares; 2024Q4: 555,170 shares; 2025Q1: 603,485 shares; 2025Q2: 639,142 shares; 2025Q3: 700,804 shares; 2025Q4: 808,365 shares; 2026Q1: 885,786 shares; 2026Q2: 827,634 shares 827,634 $112M 0.07% -58,152 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,417 shares; 2024Q4: 355,997 shares; 2025Q1: 367,647 shares; 2025Q2: 360,264 shares; 2025Q3: 379,663 shares; 2025Q4: 396,480 shares; 2026Q1: 445,841 shares; 2026Q2: 414,358 shares 414,358 $112M 0.07% -31,483 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,766 shares; 2024Q4: 204,521 shares; 2025Q1: 210,867 shares; 2025Q2: 230,862 shares; 2025Q3: 261,666 shares; 2025Q4: 535,852 shares; 2026Q1: 550,059 shares; 2026Q2: 583,125 shares 583,125 $111M 0.06% +33,066 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,771,835 shares; 2024Q4: 1,831,856 shares; 2025Q1: 1,863,735 shares; 2025Q2: 1,930,016 shares; 2025Q3: 1,915,227 shares; 2025Q4: 1,962,516 shares; 2026Q1: 2,014,202 shares; 2026Q2: 2,026,010 shares 2,026,010 $111M 0.06% +11,808 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,568 shares; 2024Q4: 9,044 shares; 2025Q1: 6,476 shares; 2025Q2: 131,300 shares; 2025Q3: 131,393 shares; 2025Q4: 214,481 shares; 2026Q1: 2,378,106 shares; 2026Q2: 2,181,893 shares 2,181,893 $110M 0.06% -196,213 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634,123 shares; 2024Q4: 725,601 shares; 2025Q1: 854,953 shares; 2025Q2: 931,092 shares; 2025Q3: 1,121,145 shares; 2025Q4: 1,227,371 shares; 2026Q1: 1,325,250 shares; 2026Q2: 1,395,017 shares 1,395,017 $110M 0.06% +69,767 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,208 shares; 2024Q4: 1,827,102 shares; 2025Q1: 1,881,483 shares; 2025Q2: 1,874,072 shares; 2025Q3: 1,979,083 shares; 2025Q4: 4,214,539 shares; 2026Q1: 3,287,294 shares; 2026Q2: 3,250,027 shares 3,250,027 $110M 0.06% -37,267 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,114 shares; 2024Q4: 241,349 shares; 2025Q1: 270,543 shares; 2025Q2: 289,306 shares; 2025Q3: 423,869 shares; 2025Q4: 455,277 shares; 2026Q1: 480,544 shares; 2026Q2: 522,699 shares 522,699 $109M 0.06% +42,155 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,669 shares; 2025Q1: 36,870 shares; 2025Q2: 69,278 shares; 2025Q3: 83,183 shares; 2025Q4: 90,457 shares; 2026Q1: 4,739,179 shares; 2026Q2: 4,593,718 shares 4,593,718 $108M 0.06% -145,461 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,984 shares; 2024Q4: 335,846 shares; 2025Q1: 502,421 shares; 2025Q2: 606,890 shares; 2025Q3: 594,694 shares; 2025Q4: 1,051,434 shares; 2026Q1: 1,128,425 shares; 2026Q2: 1,371,285 shares 1,371,285 $105M 0.06% +242,860 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,067 shares; 2024Q4: 176,507 shares; 2025Q1: 212,032 shares; 2025Q2: 213,350 shares; 2025Q3: 219,522 shares; 2025Q4: 217,779 shares; 2026Q1: 245,301 shares; 2026Q2: 246,115 shares 246,115 $105M 0.06% +814 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,328 shares; 2024Q4: 607,125 shares; 2025Q1: 684,541 shares; 2025Q2: 930,420 shares; 2025Q3: 928,121 shares; 2025Q4: 939,565 shares; 2026Q1: 957,225 shares; 2026Q2: 936,524 shares 936,524 $103M 0.06% -20,701 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,268 shares; 2026Q1: 1,748,235 shares; 2026Q2: 1,501,752 shares 1,501,752 $101M 0.06% -246,483 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,811 shares; 2024Q4: 431,381 shares; 2025Q1: 465,675 shares; 2025Q2: 458,566 shares; 2025Q3: 499,066 shares; 2025Q4: 547,735 shares; 2026Q1: 509,793 shares; 2026Q2: 539,733 shares 539,733 $99.7M 0.06% +29,940 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,326 shares; 2024Q4: 730,789 shares; 2025Q1: 730,549 shares; 2025Q2: 735,165 shares; 2025Q3: 736,594 shares; 2025Q4: 724,675 shares; 2026Q1: 727,702 shares; 2026Q2: 807,405 shares 807,405 $96.1M 0.06% +79,703 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684,684 shares; 2024Q4: 2,087,447 shares; 2025Q1: 2,100,193 shares; 2025Q2: 2,235,852 shares; 2025Q3: 2,250,092 shares; 2025Q4: 3,807,645 shares; 2026Q1: 3,197,065 shares; 2026Q2: 3,300,545 shares 3,300,545 $95.6M 0.06% +103,480 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,301 shares; 2024Q4: 108,351 shares; 2025Q1: 119,035 shares; 2025Q2: 119,413 shares; 2025Q3: 152,290 shares; 2025Q4: 158,755 shares; 2026Q1: 169,323 shares; 2026Q2: 187,302 shares 187,302 $95.4M 0.06% +17,979 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969,411 shares; 2024Q4: 1,985,027 shares; 2025Q1: 1,949,370 shares; 2025Q2: 1,924,187 shares; 2025Q3: 1,906,299 shares; 2025Q4: 1,866,919 shares; 2026Q1: 1,835,496 shares; 2026Q2: 1,775,266 shares 1,775,266 $94.2M 0.06% -60,230 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,031 shares; 2024Q4: 170,513 shares; 2025Q1: 183,535 shares; 2025Q2: 190,342 shares; 2025Q3: 218,368 shares; 2025Q4: 229,145 shares; 2026Q1: 241,230 shares; 2026Q2: 278,355 shares 278,355 $94.2M 0.06% +37,125 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,457 shares; 2024Q4: 198,554 shares; 2025Q1: 222,039 shares; 2025Q2: 214,786 shares; 2025Q3: 203,555 shares; 2025Q4: 223,452 shares; 2026Q1: 246,914 shares; 2026Q2: 258,171 shares 258,171 $93.5M 0.05% +11,257 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,806 shares; 2024Q4: 302,289 shares; 2025Q1: 303,327 shares; 2025Q2: 327,700 shares; 2025Q3: 372,200 shares; 2025Q4: 355,323 shares; 2026Q1: 391,748 shares; 2026Q2: 429,686 shares 429,686 $93M 0.05% +37,938 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,415 shares; 2024Q4: 576,393 shares; 2025Q1: 658,567 shares; 2025Q2: 641,855 shares; 2025Q3: 650,204 shares; 2025Q4: 653,362 shares; 2026Q1: 673,356 shares; 2026Q2: 671,647 shares 671,647 $92.4M 0.05% -1,709 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,297 shares; 2024Q4: 446,720 shares; 2025Q1: 447,836 shares; 2025Q2: 451,331 shares; 2025Q3: 435,612 shares; 2025Q4: 434,362 shares; 2026Q1: 433,705 shares; 2026Q2: 465,241 shares 465,241 $91.9M 0.05% +31,536 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831,170 shares; 2024Q4: 837,831 shares; 2025Q1: 878,623 shares; 2025Q2: 897,974 shares; 2025Q3: 915,488 shares; 2025Q4: 981,547 shares; 2026Q1: 1,047,897 shares; 2026Q2: 1,045,998 shares 1,045,998 $91.8M 0.05% -1,899 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,018 shares; 2024Q4: 213,020 shares; 2025Q1: 233,591 shares; 2025Q2: 215,718 shares; 2025Q3: 222,694 shares; 2025Q4: 223,901 shares; 2026Q1: 275,081 shares; 2026Q2: 305,817 shares 305,817 $91.2M 0.05% +30,736 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,203 shares; 2024Q4: 202,962 shares; 2025Q1: 206,913 shares; 2025Q2: 236,045 shares; 2025Q3: 251,734 shares; 2025Q4: 288,775 shares; 2026Q1: 328,645 shares; 2026Q2: 353,552 shares 353,552 $90.3M 0.05% +24,907 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,004 shares; 2024Q4: 412,071 shares; 2025Q1: 370,878 shares; 2025Q2: 729,104 shares; 2025Q3: 1,134,404 shares; 2025Q4: 1,369,918 shares; 2026Q1: 1,896,278 shares; 2026Q2: 1,998,994 shares 1,998,994 $90.2M 0.05% +102,716 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389,493 shares; 2024Q4: 1,429,244 shares; 2025Q1: 1,454,427 shares; 2025Q2: 1,499,023 shares; 2025Q3: 1,473,334 shares; 2025Q4: 1,546,321 shares; 2026Q1: 1,568,282 shares; 2026Q2: 1,590,035 shares 1,590,035 $88.9M 0.05% +21,753 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254,058 shares; 2024Q4: 1,158,990 shares; 2025Q1: 1,109,189 shares; 2025Q2: 1,040,450 shares; 2025Q3: 1,003,850 shares; 2025Q4: 974,297 shares; 2026Q1: 919,579 shares; 2026Q2: 891,693 shares 891,693 $86M 0.05% -27,886 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573,500 shares; 2024Q4: 1,559,715 shares; 2025Q1: 1,528,377 shares; 2025Q2: 1,517,613 shares; 2025Q3: 1,521,213 shares; 2025Q4: 1,518,511 shares; 2026Q1: 1,518,247 shares; 2026Q2: 1,516,308 shares 1,516,308 $85.7M 0.05% -1,939 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,951 shares; 2024Q4: 353,759 shares; 2025Q1: 386,991 shares; 2025Q2: 398,258 shares; 2025Q3: 423,818 shares; 2025Q4: 438,963 shares; 2026Q1: 528,814 shares; 2026Q2: 546,659 shares 546,659 $85.7M 0.05% +17,845 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650,363 shares; 2024Q4: 674,468 shares; 2025Q1: 680,343 shares; 2025Q2: 675,414 shares; 2025Q3: 712,897 shares; 2025Q4: 751,734 shares; 2026Q1: 947,319 shares; 2026Q2: 993,943 shares 993,943 $85M 0.05% +46,624 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,139 shares; 2024Q4: 511,923 shares; 2025Q1: 749,852 shares; 2025Q2: 1,392,492 shares; 2025Q3: 1,981,127 shares; 2025Q4: 2,087,584 shares; 2026Q1: 2,212,917 shares; 2026Q2: 2,187,449 shares 2,187,449 $84.9M 0.05% -25,468 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,360 shares; 2024Q4: 1,849,316 shares; 2025Q1: 1,805,040 shares; 2025Q2: 2,089,206 shares; 2025Q3: 2,361,977 shares; 2025Q4: 2,417,169 shares; 2026Q1: 2,426,864 shares; 2026Q2: 2,410,679 shares 2,410,679 $84.4M 0.05% -16,185 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,961 shares; 2024Q4: 142,623 shares; 2025Q1: 146,605 shares; 2025Q2: 157,295 shares; 2025Q3: 220,137 shares; 2025Q4: 203,089 shares; 2026Q1: 226,808 shares; 2026Q2: 194,429 shares 194,429 $83.9M 0.05% -32,379 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,654 shares; 2024Q4: 343,971 shares; 2025Q1: 391,783 shares; 2025Q2: 410,165 shares; 2025Q3: 444,658 shares; 2025Q4: 497,557 shares; 2026Q1: 552,283 shares; 2026Q2: 550,539 shares 550,539 $83.4M 0.05% -1,744 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,089 shares; 2024Q4: 327,946 shares; 2025Q1: 320,032 shares; 2025Q2: 297,801 shares; 2025Q3: 307,216 shares; 2025Q4: 312,049 shares; 2026Q1: 315,100 shares; 2026Q2: 341,900 shares 341,900 $83.1M 0.05% +26,800 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717,339 shares; 2024Q4: 715,809 shares; 2025Q1: 876,973 shares; 2025Q2: 821,707 shares; 2025Q3: 794,888 shares; 2025Q4: 790,515 shares; 2026Q1: 805,773 shares; 2026Q2: 795,831 shares 795,831 $81.4M 0.05% -9,942 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,685 shares; 2024Q4: 467,137 shares; 2025Q1: 437,943 shares; 2025Q2: 484,616 shares; 2025Q3: 613,003 shares; 2025Q4: 638,177 shares; 2026Q1: 714,374 shares; 2026Q2: 697,629 shares 697,629 $81.4M 0.05% -16,745 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,310 shares; 2024Q4: 179,325 shares; 2025Q1: 200,172 shares; 2025Q2: 184,568 shares; 2025Q3: 207,339 shares; 2025Q4: 218,638 shares; 2026Q1: 217,826 shares; 2026Q2: 220,588 shares 220,588 $81.3M 0.05% +2,762 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655,712 shares; 2024Q4: 604,417 shares; 2025Q1: 643,032 shares; 2025Q2: 634,931 shares; 2025Q3: 676,155 shares; 2025Q4: 714,211 shares; 2026Q1: 688,663 shares; 2026Q2: 811,058 shares 811,058 $78.1M 0.05% +122,395 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,487 shares; 2024Q4: 468,623 shares; 2025Q1: 470,449 shares; 2025Q2: 469,568 shares; 2025Q3: 486,822 shares; 2025Q4: 510,655 shares; 2026Q1: 541,154 shares; 2026Q2: 693,381 shares 693,381 $75.6M 0.04% +152,227 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034,166 shares; 2024Q4: 1,054,687 shares; 2025Q1: 1,413,277 shares; 2025Q2: 1,489,311 shares; 2025Q3: 1,592,397 shares; 2025Q4: 1,470,074 shares; 2026Q1: 1,363,191 shares; 2026Q2: 1,280,012 shares 1,280,012 $74.5M 0.04% -83,179 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752,631 shares; 2024Q4: 807,195 shares; 2025Q1: 848,710 shares; 2025Q2: 1,105,025 shares; 2025Q3: 1,295,954 shares; 2025Q4: 1,431,301 shares; 2026Q1: 1,529,101 shares; 2026Q2: 1,805,912 shares 1,805,912 $74.1M 0.04% +276,811 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,140 shares; 2024Q4: 127,152 shares; 2025Q1: 143,659 shares; 2025Q2: 149,724 shares; 2025Q3: 159,193 shares; 2025Q4: 193,818 shares; 2026Q1: 207,902 shares; 2026Q2: 215,327 shares 215,327 $73.4M 0.04% +7,425 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,740 shares; 2024Q4: 102,623 shares; 2025Q1: 145,408 shares; 2025Q2: 106,643 shares; 2025Q3: 157,075 shares; 2025Q4: 208,505 shares; 2026Q1: 243,954 shares; 2026Q2: 241,245 shares 241,245 $71.9M 0.04% -2,709 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,489 shares; 2024Q4: 49,532 shares; 2025Q1: 48,656 shares; 2025Q2: 49,803 shares; 2025Q3: 56,140 shares; 2025Q4: 58,824 shares; 2026Q1: 62,735 shares; 2026Q2: 74,365 shares 74,365 $71.8M 0.04% +11,630 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,561 shares; 2024Q4: 678,050 shares; 2025Q1: 670,971 shares; 2025Q2: 674,293 shares; 2025Q3: 678,685 shares; 2025Q4: 683,526 shares; 2026Q1: 704,278 shares; 2026Q2: 721,215 shares 721,215 $70.8M 0.04% +16,937 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,826 shares; 2024Q4: 119,862 shares; 2025Q1: 135,308 shares; 2025Q2: 129,021 shares; 2025Q3: 141,050 shares; 2025Q4: 151,139 shares; 2026Q1: 166,621 shares; 2026Q2: 177,145 shares 177,145 $70.4M 0.04% +10,524 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,174 shares; 2024Q4: 104,426 shares; 2025Q1: 102,683 shares; 2025Q2: 111,769 shares; 2025Q3: 122,796 shares; 2025Q4: 124,255 shares; 2026Q1: 129,348 shares; 2026Q2: 137,468 shares 137,468 $68.9M 0.04% +8,120 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511,376 shares; 2024Q4: 513,579 shares; 2025Q1: 528,584 shares; 2025Q2: 508,080 shares; 2025Q3: 669,657 shares; 2025Q4: 679,235 shares; 2026Q1: 739,717 shares; 2026Q2: 746,571 shares 746,571 $68.9M 0.04% +6,854 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,154 shares; 2024Q4: 83,269 shares; 2025Q1: 110,115 shares; 2025Q2: 94,266 shares; 2025Q3: 380,090 shares; 2025Q4: 425,613 shares; 2026Q1: 463,849 shares; 2026Q2: 505,797 shares 505,797 $68.5M 0.04% +41,948 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,667 shares; 2024Q4: 13,551 shares; 2025Q1: 15,057 shares; 2025Q2: 17,422 shares; 2025Q3: 21,514 shares; 2025Q4: 26,386 shares; 2026Q1: 32,344 shares; 2026Q2: 34,488 shares 34,488 $68.4M 0.04% +2,144 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,284 shares; 2024Q4: 1,329,368 shares; 2025Q1: 1,418,353 shares; 2025Q2: 1,353,683 shares; 2025Q3: 1,373,679 shares; 2025Q4: 2,121,741 shares; 2026Q1: 2,169,172 shares; 2026Q2: 2,178,826 shares 2,178,826 $67.8M 0.04% +9,654 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,043 shares; 2024Q4: 174,802 shares; 2025Q1: 178,732 shares; 2025Q2: 176,494 shares; 2025Q3: 174,907 shares; 2025Q4: 184,037 shares; 2026Q1: 175,424 shares; 2026Q2: 170,877 shares 170,877 $67.3M 0.04% -4,547 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,278 shares; 2024Q4: 241,399 shares; 2025Q1: 292,785 shares; 2025Q2: 285,297 shares; 2025Q3: 358,400 shares; 2025Q4: 387,103 shares; 2026Q1: 400,266 shares; 2026Q2: 437,197 shares 437,197 $67.2M 0.04% +36,931 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,462 shares; 2024Q4: 82,079 shares; 2025Q1: 87,423 shares; 2025Q2: 93,191 shares; 2025Q3: 94,764 shares; 2025Q4: 95,212 shares; 2026Q1: 104,065 shares; 2026Q2: 105,275 shares 105,275 $66.8M 0.04% +1,210 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661,802 shares; 2024Q4: 696,473 shares; 2025Q1: 1,261,020 shares; 2025Q2: 1,689,542 shares; 2025Q3: 1,845,971 shares; 2025Q4: 2,160,185 shares; 2026Q1: 2,364,371 shares; 2026Q2: 2,450,717 shares 2,450,717 $66.7M 0.04% +86,346 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,292 shares; 2024Q4: 59,699 shares; 2025Q1: 69,986 shares; 2025Q2: 73,341 shares; 2025Q3: 87,768 shares; 2025Q4: 71,721 shares; 2026Q1: 107,702 shares; 2026Q2: 126,813 shares 126,813 $65.8M 0.04% +19,111 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,411 shares; 2024Q4: 222,167 shares; 2025Q1: 223,960 shares; 2025Q2: 247,393 shares; 2025Q3: 266,980 shares; 2025Q4: 285,277 shares; 2026Q1: 295,907 shares; 2026Q2: 316,346 shares 316,346 $65.5M 0.04% +20,439 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,996 shares; 2024Q4: 63,422 shares; 2025Q1: 67,459 shares; 2025Q2: 67,816 shares; 2025Q3: 71,189 shares; 2025Q4: 75,891 shares; 2026Q1: 84,737 shares; 2026Q2: 91,743 shares 91,743 $65.4M 0.04% +7,006 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,096 shares; 2024Q4: 275,150 shares; 2025Q1: 304,121 shares; 2025Q2: 333,001 shares; 2025Q3: 333,970 shares; 2025Q4: 368,786 shares; 2026Q1: 377,047 shares; 2026Q2: 416,213 shares 416,213 $65.3M 0.04% +39,166 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861,988 shares; 2024Q4: 903,730 shares; 2025Q1: 1,045,741 shares; 2025Q2: 1,010,866 shares; 2025Q3: 1,129,188 shares; 2025Q4: 1,217,237 shares; 2026Q1: 1,396,232 shares; 2026Q2: 1,527,622 shares 1,527,622 $64.7M 0.04% +131,390 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,544 shares; 2024Q4: 19,501 shares; 2025Q1: 19,474 shares; 2025Q2: 24,673 shares; 2025Q3: 25,022 shares; 2025Q4: 24,434 shares; 2026Q1: 1,622,017 shares; 2026Q2: 1,571,427 shares 1,571,427 $64.6M 0.04% -50,590 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,279 shares; 2024Q4: 451,773 shares; 2025Q1: 464,218 shares; 2025Q2: 492,188 shares; 2025Q3: 465,437 shares; 2025Q4: 442,161 shares; 2026Q1: 439,196 shares; 2026Q2: 423,949 shares 423,949 $64.5M 0.04% -15,247 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,757 shares; 2024Q4: 753,220 shares; 2025Q1: 760,669 shares; 2025Q2: 772,113 shares; 2025Q3: 793,517 shares; 2025Q4: 3,029,364 shares; 2026Q1: 1,918,994 shares; 2026Q2: 1,836,443 shares 1,836,443 $63.9M 0.04% -82,551 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531,504 shares; 2024Q4: 566,020 shares; 2025Q1: 621,183 shares; 2025Q2: 647,934 shares; 2025Q3: 774,676 shares; 2025Q4: 769,722 shares; 2026Q1: 831,631 shares; 2026Q2: 887,099 shares 887,099 $63.8M 0.04% +55,468 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,467 shares; 2024Q4: 79,470 shares; 2025Q1: 88,840 shares; 2025Q2: 87,174 shares; 2025Q3: 94,864 shares; 2025Q4: 100,513 shares; 2026Q1: 109,524 shares; 2026Q2: 127,672 shares 127,672 $63.4M 0.04% +18,148 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,434 shares; 2024Q4: 310,061 shares; 2025Q1: 325,261 shares; 2025Q2: 329,976 shares; 2025Q3: 357,337 shares; 2025Q4: 367,918 shares; 2026Q1: 443,982 shares; 2026Q2: 498,222 shares 498,222 $63.1M 0.04% +54,240 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,322 shares; 2024Q4: 91,910 shares; 2025Q1: 93,103 shares; 2025Q2: 117,229 shares; 2025Q3: 167,666 shares; 2025Q4: 184,461 shares; 2026Q1: 175,201 shares; 2026Q2: 167,931 shares 167,931 $62.2M 0.04% -7,270 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,641 shares; 2024Q4: 286,717 shares; 2025Q1: 298,041 shares; 2025Q2: 302,475 shares; 2025Q3: 332,894 shares; 2025Q4: 357,574 shares; 2026Q1: 399,995 shares; 2026Q2: 453,339 shares 453,339 $62M 0.04% +53,344 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,188 shares; 2024Q4: 539,688 shares; 2025Q1: 549,666 shares; 2025Q2: 549,546 shares; 2025Q3: 554,297 shares; 2025Q4: 559,928 shares; 2026Q1: 595,730 shares; 2026Q2: 597,951 shares 597,951 $61.5M 0.04% +2,221 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,585 shares; 2024Q4: 194,249 shares; 2025Q1: 229,811 shares; 2025Q2: 207,961 shares; 2025Q3: 217,524 shares; 2025Q4: 262,138 shares; 2026Q1: 278,742 shares; 2026Q2: 288,848 shares 288,848 $61.5M 0.04% +10,106 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,161 shares; 2024Q4: 39,068 shares; 2025Q1: 54,715 shares; 2025Q2: 54,039 shares; 2025Q3: 110,350 shares; 2025Q4: 132,393 shares; 2026Q1: 171,286 shares; 2026Q2: 203,031 shares 203,031 $61.5M 0.04% +31,745 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814,258 shares; 2024Q4: 780,582 shares; 2025Q1: 741,046 shares; 2025Q2: 695,296 shares; 2025Q3: 667,462 shares; 2025Q4: 647,787 shares; 2026Q1: 617,576 shares; 2026Q2: 686,681 shares 686,681 $61.3M 0.04% +69,105 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,618 shares; 2024Q4: 48,900 shares; 2025Q1: 55,956 shares; 2025Q2: 60,540 shares; 2025Q3: 119,064 shares; 2025Q4: 138,275 shares; 2026Q1: 170,008 shares; 2026Q2: 181,770 shares 181,770 $60.9M 0.04% +11,762 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,983 shares; 2024Q4: 382,954 shares; 2025Q1: 382,708 shares; 2025Q2: 389,945 shares; 2025Q3: 384,009 shares; 2025Q4: 420,761 shares; 2026Q1: 423,386 shares; 2026Q2: 415,398 shares 415,398 $60.8M 0.04% -7,988 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,985 shares; 2024Q4: 147,901 shares; 2025Q1: 150,366 shares; 2025Q2: 168,209 shares; 2025Q3: 227,747 shares; 2025Q4: 285,535 shares; 2026Q1: 237,364 shares; 2026Q2: 236,839 shares 236,839 $60.3M 0.04% -525 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,646 shares; 2024Q4: 384,228 shares; 2025Q1: 445,496 shares; 2025Q2: 449,301 shares; 2025Q3: 465,115 shares; 2025Q4: 481,036 shares; 2026Q1: 589,557 shares; 2026Q2: 625,306 shares 625,306 $59.8M 0.03% +35,749 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797,061 shares; 2024Q4: 758,504 shares; 2025Q1: 763,878 shares; 2025Q2: 764,144 shares; 2025Q3: 790,958 shares; 2025Q4: 790,808 shares; 2026Q1: 821,163 shares; 2026Q2: 792,471 shares 792,471 $59.8M 0.03% -28,692 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,681 shares; 2024Q4: 407,841 shares; 2025Q1: 443,076 shares; 2025Q2: 508,844 shares; 2025Q3: 493,888 shares; 2025Q4: 505,113 shares; 2026Q1: 508,092 shares; 2026Q2: 579,189 shares 579,189 $59.2M 0.03% +71,097 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,942 shares; 2024Q4: 98,328 shares; 2025Q1: 104,556 shares; 2025Q2: 107,336 shares; 2025Q3: 108,565 shares; 2025Q4: 109,596 shares; 2026Q1: 110,251 shares; 2026Q2: 112,629 shares 112,629 $58.8M 0.03% +2,378 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,265 shares; 2024Q4: 247,339 shares; 2025Q1: 248,574 shares; 2025Q2: 245,432 shares; 2025Q3: 246,562 shares; 2025Q4: 258,414 shares; 2026Q1: 262,885 shares; 2026Q2: 258,125 shares 258,125 $57.9M 0.03% -4,760 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,328 shares; 2024Q4: 61,293 shares; 2025Q1: 63,073 shares; 2025Q2: 66,509 shares; 2025Q3: 67,387 shares; 2025Q4: 72,268 shares; 2026Q1: 79,052 shares; 2026Q2: 76,258 shares 76,258 $57.6M 0.03% -2,794 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,696 shares; 2024Q4: 140,202 shares; 2025Q1: 139,970 shares; 2025Q2: 135,655 shares; 2025Q3: 135,219 shares; 2025Q4: 136,011 shares; 2026Q1: 134,579 shares; 2026Q2: 652,778 shares 652,778 $57.4M 0.03% +518,199 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686,876 shares; 2024Q4: 1,618,182 shares; 2025Q1: 1,576,314 shares; 2025Q2: 1,535,545 shares; 2025Q3: 1,505,896 shares; 2025Q4: 1,491,023 shares; 2026Q1: 1,440,907 shares; 2026Q2: 1,407,715 shares 1,407,715 $56.6M 0.03% -33,192 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,183 shares; 2024Q4: 223,322 shares; 2025Q1: 237,681 shares; 2025Q2: 233,972 shares; 2025Q3: 258,055 shares; 2025Q4: 280,630 shares; 2026Q1: 307,033 shares; 2026Q2: 334,458 shares 334,458 $56.5M 0.03% +27,425 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,881 shares; 2024Q4: 91,073 shares; 2025Q1: 97,492 shares; 2025Q2: 103,342 shares; 2025Q3: 98,523 shares; 2025Q4: 112,255 shares; 2026Q1: 125,675 shares; 2026Q2: 137,514 shares 137,514 $54.7M 0.03% +11,839 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492,661 shares; 2024Q4: 1,475,993 shares; 2025Q1: 1,445,482 shares; 2025Q2: 1,439,254 shares; 2025Q3: 1,404,978 shares; 2025Q4: 1,362,614 shares; 2026Q1: 1,347,290 shares; 2026Q2: 1,339,636 shares 1,339,636 $54.5M 0.03% -7,654 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,818 shares; 2024Q4: 222,289 shares; 2025Q1: 225,797 shares; 2025Q2: 225,024 shares; 2025Q3: 236,974 shares; 2025Q4: 263,060 shares; 2026Q1: 275,669 shares; 2026Q2: 246,534 shares 246,534 $54.4M 0.03% -29,135 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,492 shares; 2024Q4: 61,594 shares; 2025Q1: 73,840 shares; 2025Q2: 167,696 shares; 2025Q3: 184,491 shares; 2025Q4: 211,481 shares; 2026Q1: 226,760 shares; 2026Q2: 270,916 shares 270,916 $54.4M 0.03% +44,156 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,415 shares; 2024Q4: 297,483 shares; 2025Q1: 335,374 shares; 2025Q2: 366,476 shares; 2025Q3: 384,462 shares; 2025Q4: 409,381 shares; 2026Q1: 440,326 shares; 2026Q2: 469,832 shares 469,832 $53.6M 0.03% +29,506 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,362 shares; 2024Q4: 409,216 shares; 2025Q1: 430,109 shares; 2025Q2: 412,906 shares; 2025Q3: 382,765 shares; 2025Q4: 401,321 shares; 2026Q1: 369,286 shares; 2026Q2: 382,940 shares 382,940 $53.6M 0.03% +13,654 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,391 shares; 2024Q4: 22,162 shares; 2025Q1: 24,129 shares; 2025Q2: 33,477 shares; 2025Q3: 77,724 shares; 2025Q4: 70,230 shares; 2026Q1: 71,610 shares; 2026Q2: 119,098 shares 119,098 $53.1M 0.03% +47,488 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,724 shares; 2024Q4: 251,500 shares; 2025Q1: 255,787 shares; 2025Q2: 263,434 shares; 2025Q3: 252,842 shares; 2025Q4: 300,565 shares; 2026Q1: 286,366 shares; 2026Q2: 426,697 shares 426,697 $53.1M 0.03% +140,331 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,571 shares; 2024Q4: 43,039 shares; 2025Q1: 50,570 shares; 2025Q2: 57,358 shares; 2025Q3: 72,239 shares; 2025Q4: 72,035 shares; 2026Q1: 75,665 shares; 2026Q2: 103,891 shares 103,891 $52.9M 0.03% +28,226 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,743 shares; 2024Q4: 245,765 shares; 2025Q1: 273,721 shares; 2025Q2: 268,903 shares; 2025Q3: 308,791 shares; 2025Q4: 327,063 shares; 2026Q1: 384,586 shares; 2026Q2: 336,625 shares 336,625 $52.7M 0.03% -47,961 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,077 shares; 2024Q4: 162,503 shares; 2025Q1: 178,182 shares; 2025Q2: 180,225 shares; 2025Q3: 200,963 shares; 2025Q4: 211,603 shares; 2026Q1: 220,074 shares; 2026Q2: 231,196 shares 231,196 $52.5M 0.03% +11,122 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,045 shares; 2024Q4: 242,527 shares; 2025Q1: 271,554 shares; 2025Q2: 282,087 shares; 2025Q3: 303,062 shares; 2025Q4: 329,361 shares; 2026Q1: 409,391 shares; 2026Q2: 414,367 shares 414,367 $52.4M 0.03% +4,976 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,160 shares; 2024Q4: 106,374 shares; 2025Q1: 91,730 shares; 2025Q2: 157,322 shares; 2025Q3: 399,505 shares; 2025Q4: 458,926 shares; 2026Q1: 505,442 shares; 2026Q2: 548,276 shares 548,276 $52M 0.03% +42,834 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,756 shares; 2024Q4: 67,683 shares; 2025Q1: 86,263 shares; 2025Q2: 92,357 shares; 2025Q3: 92,508 shares; 2025Q4: 91,289 shares; 2026Q1: 98,551 shares; 2026Q2: 105,874 shares 105,874 $52M 0.03% +7,323 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,429 shares; 2024Q4: 267,215 shares; 2025Q1: 299,492 shares; 2025Q2: 307,309 shares; 2025Q3: 300,110 shares; 2025Q4: 309,687 shares; 2026Q1: 313,427 shares; 2026Q2: 317,597 shares 317,597 $52M 0.03% +4,170 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,003 shares; 2024Q4: 29,557 shares; 2025Q1: 37,028 shares; 2025Q2: 35,971 shares; 2025Q3: 38,043 shares; 2025Q4: 42,843 shares; 2026Q1: 46,359 shares; 2026Q2: 52,933 shares 52,933 $51.8M 0.03% +6,574 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,936 shares; 2024Q4: 248,102 shares; 2025Q1: 250,684 shares; 2025Q2: 265,213 shares; 2025Q3: 383,087 shares; 2025Q4: 387,081 shares; 2026Q1: 401,722 shares; 2026Q2: 436,815 shares 436,815 $51.4M 0.03% +35,093 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,889 shares; 2024Q4: 123,226 shares; 2025Q1: 115,731 shares; 2025Q2: 112,671 shares; 2025Q3: 122,116 shares; 2025Q4: 122,201 shares; 2026Q1: 124,032 shares; 2026Q2: 140,393 shares 140,393 $51.3M 0.03% +16,361 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,783 shares; 2024Q4: 517,779 shares; 2025Q1: 545,669 shares; 2025Q2: 450,193 shares; 2025Q3: 523,120 shares; 2025Q4: 748,765 shares; 2026Q1: 928,033 shares; 2026Q2: 887,032 shares 887,032 $51.1M 0.03% -41,001 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,221 shares; 2024Q4: 445,103 shares; 2025Q1: 463,481 shares; 2025Q2: 425,774 shares; 2025Q3: 369,528 shares; 2025Q4: 438,815 shares; 2026Q1: 358,097 shares; 2026Q2: 504,664 shares 504,664 $50.8M 0.03% +146,567 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,600 shares; 2024Q4: 285,469 shares; 2025Q1: 274,389 shares; 2025Q2: 296,498 shares; 2025Q3: 290,279 shares; 2025Q4: 322,815 shares; 2026Q1: 370,774 shares; 2026Q2: 387,556 shares 387,556 $50.6M 0.03% +16,782 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,119 shares; 2024Q4: 142,540 shares; 2025Q1: 138,513 shares; 2025Q2: 133,845 shares; 2025Q3: 138,573 shares; 2025Q4: 138,561 shares; 2026Q1: 141,817 shares; 2026Q2: 164,752 shares 164,752 $50.5M 0.03% +22,935 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,571 shares; 2024Q4: 87,495 shares; 2025Q1: 94,948 shares; 2025Q2: 98,888 shares; 2025Q3: 109,171 shares; 2025Q4: 118,218 shares; 2026Q1: 141,423 shares; 2026Q2: 152,783 shares 152,783 $50.4M 0.03% +11,360 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,474 shares; 2024Q4: 676,074 shares; 2025Q1: 794,100 shares; 2025Q2: 622,913 shares; 2025Q3: 647,006 shares; 2025Q4: 795,856 shares; 2026Q1: 783,076 shares; 2026Q2: 834,708 shares 834,708 $50.4M 0.03% +51,632 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,711 shares; 2024Q4: 275,839 shares; 2025Q1: 293,692 shares; 2025Q2: 302,848 shares; 2025Q3: 310,097 shares; 2025Q4: 308,603 shares; 2026Q1: 317,572 shares; 2026Q2: 318,441 shares 318,441 $49.8M 0.03% +869 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,887 shares; 2024Q4: 51,582 shares; 2025Q1: 57,394 shares; 2025Q2: 57,361 shares; 2025Q3: 75,594 shares; 2025Q4: 409,877 shares; 2026Q1: 529,490 shares; 2026Q2: 500,297 shares 500,297 $49.7M 0.03% -29,193 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820,731 shares; 2024Q4: 1,564,188 shares; 2025Q1: 1,694,294 shares; 2025Q2: 1,606,687 shares; 2025Q3: 1,645,877 shares; 2025Q4: 1,850,989 shares; 2026Q1: 2,122,972 shares; 2026Q2: 2,058,345 shares 2,058,345 $49.6M 0.03% -64,627 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979,054 shares; 2024Q4: 1,063,083 shares; 2025Q1: 1,092,677 shares; 2025Q2: 1,041,105 shares; 2025Q3: 1,004,772 shares; 2025Q4: 973,061 shares; 2026Q1: 922,123 shares; 2026Q2: 941,951 shares 941,951 $49.3M 0.03% +19,828 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781,907 shares; 2024Q4: 763,795 shares; 2025Q1: 804,453 shares; 2025Q2: 711,578 shares; 2025Q3: 701,535 shares; 2025Q4: 687,387 shares; 2026Q1: 737,865 shares; 2026Q2: 718,199 shares 718,199 $49.1M 0.03% -19,666 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,886 shares; 2024Q4: 66,780 shares; 2025Q1: 102,624 shares; 2025Q2: 100,821 shares; 2025Q3: 102,475 shares; 2025Q4: 104,217 shares; 2026Q1: 135,582 shares; 2026Q2: 220,478 shares 220,478 $48.4M 0.03% +84,896 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,471 shares; 2024Q4: 143,078 shares; 2025Q1: 193,480 shares; 2025Q2: 223,851 shares; 2025Q3: 252,329 shares; 2025Q4: 303,958 shares; 2026Q1: 445,632 shares; 2026Q2: 513,815 shares 513,815 $48.1M 0.03% +68,183 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564,777 shares; 2024Q4: 1,819,386 shares; 2025Q1: 1,954,343 shares; 2025Q2: 1,969,808 shares; 2025Q3: 2,056,408 shares; 2025Q4: 2,093,043 shares; 2026Q1: 2,299,186 shares; 2026Q2: 2,319,979 shares 2,319,979 $48M 0.03% +20,793 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,324 shares; 2024Q4: 35,679 shares; 2025Q1: 23,012 shares; 2025Q2: 23,167 shares; 2025Q3: 22,793 shares; 2025Q4: 23,867 shares; 2026Q1: 97,884 shares; 2026Q2: 420,488 shares 420,488 $47.8M 0.03% +322,604 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,053 shares; 2024Q4: 40,184 shares; 2025Q1: 166,194 shares; 2025Q2: 617,070 shares; 2025Q3: 613,075 shares; 2025Q4: 634,842 shares; 2026Q1: 649,414 shares; 2026Q2: 646,481 shares 646,481 $47.4M 0.03% -2,933 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,594 shares; 2024Q4: 135,974 shares; 2025Q1: 146,531 shares; 2025Q2: 144,206 shares; 2025Q3: 194,200 shares; 2025Q4: 229,060 shares; 2026Q1: 375,646 shares; 2026Q2: 536,615 shares 536,615 $46.4M 0.03% +160,969 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,534 shares; 2024Q4: 118,095 shares; 2025Q1: 107,974 shares; 2025Q2: 89,314 shares; 2025Q3: 102,575 shares; 2025Q4: 147,539 shares; 2026Q1: 160,547 shares; 2026Q2: 324,922 shares 324,922 $45.9M 0.03% +164,375 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,352 shares; 2024Q4: 21,876 shares; 2025Q1: 27,703 shares; 2025Q2: 428,667 shares; 2025Q3: 453,670 shares; 2025Q4: 457,816 shares; 2026Q1: 458,602 shares; 2026Q2: 497,987 shares 497,987 $45.9M 0.03% +39,385 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,561 shares; 2024Q4: 55,605 shares; 2025Q1: 85,919 shares; 2025Q2: 87,373 shares; 2025Q3: 90,693 shares; 2025Q4: 102,115 shares; 2026Q1: 116,440 shares; 2026Q2: 112,016 shares 112,016 $45.6M 0.03% -4,424 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959,549 shares; 2024Q4: 1,049,497 shares; 2025Q1: 1,272,514 shares; 2025Q2: 1,219,698 shares; 2025Q3: 1,343,772 shares; 2025Q4: 1,609,979 shares; 2026Q1: 1,947,997 shares; 2026Q2: 1,833,447 shares 1,833,447 $45M 0.03% -114,550 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,212 shares; 2024Q4: 702,615 shares; 2025Q1: 685,834 shares; 2025Q2: 656,509 shares; 2025Q3: 700,034 shares; 2025Q4: 691,815 shares; 2026Q1: 695,802 shares; 2026Q2: 739,442 shares 739,442 $45M 0.03% +43,640 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,756 shares; 2024Q4: 156,548 shares; 2025Q1: 157,481 shares; 2025Q2: 165,871 shares; 2025Q3: 226,450 shares; 2025Q4: 224,686 shares; 2026Q1: 247,514 shares; 2026Q2: 250,046 shares 250,046 $44.9M 0.03% +2,532 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,925 shares; 2024Q4: 160,349 shares; 2025Q1: 175,488 shares; 2025Q2: 176,368 shares; 2025Q3: 176,081 shares; 2025Q4: 173,515 shares; 2026Q1: 179,910 shares; 2026Q2: 172,830 shares 172,830 $44.2M 0.03% -7,080 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,696 shares; 2024Q4: 84,423 shares; 2025Q1: 77,240 shares; 2025Q2: 82,518 shares; 2025Q3: 98,590 shares; 2025Q4: 120,844 shares; 2026Q1: 134,941 shares; 2026Q2: 141,097 shares 141,097 $44.2M 0.03% +6,156 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105,454 shares; 2024Q4: 3,105,454 shares; 2025Q1: 3,105,454 shares; 2025Q2: 3,106,054 shares; 2025Q3: 3,105,854 shares; 2025Q4: 3,105,683 shares; 2026Q1: 3,105,883 shares; 2026Q2: 3,105,233 shares 3,105,233 $44M 0.03% -650 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,193 shares; 2026Q2: 230,951 shares 230,951 $43.8M 0.03% -2,242 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,999 shares; 2024Q4: 80,588 shares; 2025Q1: 86,269 shares; 2025Q2: 87,102 shares; 2025Q3: 89,888 shares; 2025Q4: 86,387 shares; 2026Q1: 121,172 shares; 2026Q2: 136,568 shares 136,568 $43M 0.03% +15,396 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,498 shares; 2024Q4: 164,481 shares; 2025Q1: 159,919 shares; 2025Q2: 182,602 shares; 2025Q3: 288,771 shares; 2025Q4: 354,310 shares; 2026Q1: 428,103 shares; 2026Q2: 515,030 shares 515,030 $42.9M 0.03% +86,927 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,755 shares; 2024Q4: 298,453 shares; 2025Q1: 307,601 shares; 2025Q2: 301,159 shares; 2025Q3: 365,291 shares; 2025Q4: 340,320 shares; 2026Q1: 441,228 shares; 2026Q2: 534,313 shares 534,313 $42.9M 0.03% +93,085 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,928 shares; 2024Q4: 100,957 shares; 2025Q1: 108,220 shares; 2025Q2: 121,394 shares; 2025Q3: 141,136 shares; 2025Q4: 197,701 shares; 2026Q1: 272,746 shares; 2026Q2: 386,650 shares 386,650 $42.8M 0.03% +113,904 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,439 shares; 2024Q4: 270,883 shares; 2025Q1: 314,749 shares; 2025Q2: 303,559 shares; 2025Q3: 318,484 shares; 2025Q4: 343,421 shares; 2026Q1: 402,698 shares; 2026Q2: 411,196 shares 411,196 $42.7M 0.02% +8,498 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578,033 shares; 2024Q4: 563,150 shares; 2025Q1: 554,678 shares; 2025Q2: 543,212 shares; 2025Q3: 538,179 shares; 2025Q4: 532,405 shares; 2026Q1: 526,461 shares; 2026Q2: 523,558 shares 523,558 $42.6M 0.02% -2,903 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,952 shares; 2024Q4: 135,700 shares; 2025Q1: 158,698 shares; 2025Q2: 153,247 shares; 2025Q3: 154,589 shares; 2025Q4: 160,485 shares; 2026Q1: 183,931 shares; 2026Q2: 186,708 shares 186,708 $42.4M 0.02% +2,777 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,948 shares; 2024Q4: 46,043 shares; 2025Q1: 66,214 shares; 2025Q2: 74,243 shares; 2025Q3: 97,594 shares; 2025Q4: 114,406 shares; 2026Q1: 115,601 shares; 2026Q2: 118,949 shares 118,949 $42.1M 0.02% +3,348 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,883 shares; 2024Q4: 100,701 shares; 2025Q1: 76,805 shares; 2025Q2: 82,037 shares; 2025Q3: 87,280 shares; 2025Q4: 92,201 shares; 2026Q1: 78,694 shares; 2026Q2: 81,178 shares 81,178 $41.8M 0.02% +2,484 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,707 shares; 2024Q4: 198,099 shares; 2025Q1: 208,392 shares; 2025Q2: 211,493 shares; 2025Q3: 220,679 shares; 2025Q4: 235,080 shares; 2026Q1: 281,876 shares; 2026Q2: 291,203 shares 291,203 $41.7M 0.02% +9,327 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,582 shares; 2024Q4: 133,633 shares; 2025Q1: 141,828 shares; 2025Q2: 140,666 shares; 2025Q3: 139,868 shares; 2025Q4: 129,558 shares; 2026Q1: 119,911 shares; 2026Q2: 185,212 shares 185,212 $41.5M 0.02% +65,301 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634,696 shares; 2024Q4: 703,339 shares; 2025Q1: 689,635 shares; 2025Q2: 803,601 shares; 2025Q3: 839,901 shares; 2025Q4: 896,571 shares; 2026Q1: 831,813 shares; 2026Q2: 863,852 shares 863,852 $41.1M 0.02% +32,039 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,018 shares; 2024Q4: 222,005 shares; 2025Q1: 253,181 shares; 2025Q2: 268,919 shares; 2025Q3: 250,960 shares; 2025Q4: 338,075 shares; 2026Q1: 388,818 shares; 2026Q2: 444,673 shares 444,673 $40.8M 0.02% +55,855 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,491 shares; 2024Q4: 305,727 shares; 2025Q1: 342,767 shares; 2025Q2: 353,650 shares; 2025Q3: 384,185 shares; 2025Q4: 422,832 shares; 2026Q1: 455,612 shares; 2026Q2: 522,270 shares 522,270 $40.5M 0.02% +66,658 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,629 shares; 2024Q4: 364,230 shares; 2025Q1: 374,073 shares; 2025Q2: 389,409 shares; 2025Q3: 406,040 shares; 2025Q4: 409,757 shares; 2026Q1: 436,167 shares; 2026Q2: 444,046 shares 444,046 $40.2M 0.02% +7,879 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,226 shares; 2024Q4: 450,016 shares; 2025Q1: 483,182 shares; 2025Q2: 452,940 shares; 2025Q3: 584,594 shares; 2025Q4: 436,863 shares; 2026Q1: 493,105 shares; 2026Q2: 542,319 shares 542,319 $39.8M 0.02% +49,214 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,262 shares; 2024Q4: 27,310 shares; 2025Q1: 30,905 shares; 2025Q2: 39,931 shares; 2025Q3: 41,082 shares; 2025Q4: 43,127 shares; 2026Q1: 50,115 shares; 2026Q2: 54,285 shares 54,285 $39.1M 0.02% +4,170 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,368 shares; 2024Q4: 138,694 shares; 2025Q1: 147,292 shares; 2025Q2: 157,170 shares; 2025Q3: 177,735 shares; 2025Q4: 176,571 shares; 2026Q1: 189,812 shares; 2026Q2: 173,352 shares 173,352 $38.6M 0.02% -16,460 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237 shares; 2024Q4: 2,445 shares; 2025Q1: 2,655 shares; 2025Q2: 2,661 shares; 2025Q3: 4,921 shares; 2025Q4: 86,238 shares; 2026Q1: 85,801 shares; 2026Q2: 82,929 shares 82,929 $38.4M 0.02% -2,872 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,754 shares; 2024Q4: 123,810 shares; 2025Q1: 169,052 shares; 2025Q2: 159,756 shares; 2025Q3: 159,008 shares; 2025Q4: 159,905 shares; 2026Q1: 152,552 shares; 2026Q2: 152,265 shares 152,265 $38.4M 0.02% -287 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171,262 shares 171,262 $38.3M 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,539 shares; 2024Q4: 247,358 shares; 2025Q1: 232,725 shares; 2025Q2: 254,190 shares; 2025Q3: 242,766 shares; 2025Q4: 317,256 shares; 2026Q1: 339,747 shares; 2026Q2: 355,913 shares 355,913 $38.3M 0.02% +16,166 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,073 shares; 2024Q4: 526,457 shares; 2025Q1: 536,177 shares; 2025Q2: 708,318 shares; 2025Q3: 725,629 shares; 2025Q4: 740,806 shares; 2026Q1: 765,761 shares; 2026Q2: 847,958 shares 847,958 $38M 0.02% +82,197 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,340 shares; 2024Q4: 127,533 shares; 2025Q1: 132,015 shares; 2025Q2: 145,343 shares; 2025Q3: 132,855 shares; 2025Q4: 156,632 shares; 2026Q1: 188,295 shares; 2026Q2: 198,583 shares 198,583 $37.8M 0.02% +10,288 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,913 shares; 2024Q4: 64,688 shares; 2025Q1: 65,344 shares; 2025Q2: 70,884 shares; 2025Q3: 111,534 shares; 2025Q4: 128,087 shares; 2026Q1: 147,282 shares; 2026Q2: 177,406 shares 177,406 $37.8M 0.02% +30,124 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,626 shares; 2025Q1: 4,435 shares; 2025Q2: 5,902 shares; 2025Q3: 7,835 shares; 2025Q4: 10,113 shares; 2026Q1: 11,919 shares; 2026Q2: 211,757 shares 211,757 $37.7M 0.02% +199,838 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,696 shares; 2024Q4: 381,620 shares; 2025Q1: 442,255 shares; 2025Q2: 487,077 shares; 2025Q3: 523,547 shares; 2025Q4: 784,802 shares; 2026Q1: 794,790 shares; 2026Q2: 885,994 shares 885,994 $37.7M 0.02% +91,204 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,277 shares; 2024Q4: 239,045 shares; 2025Q1: 281,500 shares; 2025Q2: 327,361 shares; 2025Q3: 366,672 shares; 2025Q4: 402,369 shares; 2026Q1: 471,483 shares; 2026Q2: 600,009 shares 600,009 $37.7M 0.02% +128,526 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,251 shares; 2024Q4: 129,929 shares; 2025Q1: 174,110 shares; 2025Q2: 191,010 shares; 2025Q3: 219,771 shares; 2025Q4: 246,193 shares; 2026Q1: 264,504 shares; 2026Q2: 310,241 shares 310,241 $37.7M 0.02% +45,737 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169,880 shares 169,880 $37.6M 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,238 shares; 2024Q4: 163,396 shares; 2025Q1: 184,146 shares; 2025Q2: 180,069 shares; 2025Q3: 201,986 shares; 2025Q4: 225,318 shares; 2026Q1: 225,095 shares; 2026Q2: 231,101 shares 231,101 $37.4M 0.02% +6,006 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,875 shares; 2024Q4: 206,670 shares; 2025Q1: 196,436 shares; 2025Q2: 198,250 shares; 2025Q3: 215,912 shares; 2025Q4: 207,502 shares; 2026Q1: 183,303 shares; 2026Q2: 286,428 shares 286,428 $37.2M 0.02% +103,125 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,295 shares; 2024Q4: 1,590,827 shares; 2025Q1: 1,683,226 shares; 2025Q2: 1,722,545 shares; 2025Q3: 1,791,791 shares; 2025Q4: 1,788,866 shares; 2026Q1: 1,872,866 shares; 2026Q2: 1,835,524 shares 1,835,524 $36.8M 0.02% -37,342 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,371 shares; 2024Q4: 143,231 shares; 2025Q1: 145,363 shares; 2025Q2: 160,619 shares; 2025Q3: 177,564 shares; 2025Q4: 183,051 shares; 2026Q1: 205,773 shares; 2026Q2: 226,907 shares 226,907 $36.8M 0.02% +21,134 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691,827 shares; 2024Q4: 694,805 shares; 2025Q1: 674,737 shares; 2025Q2: 674,545 shares; 2025Q3: 692,046 shares; 2025Q4: 696,055 shares; 2026Q1: 709,074 shares; 2026Q2: 705,296 shares 705,296 $36.5M 0.02% -3,778 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,573 shares; 2024Q4: 89,815 shares; 2025Q1: 90,852 shares; 2025Q2: 103,731 shares; 2025Q3: 107,547 shares; 2025Q4: 112,225 shares; 2026Q1: 119,745 shares; 2026Q2: 139,348 shares 139,348 $36.3M 0.02% +19,603 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 23,882 shares; 2025Q2: 167,169 shares; 2025Q3: 347,750 shares; 2025Q4: 585,227 shares; 2026Q1: 1,017,617 shares; 2026Q2: 1,126,197 shares 1,126,197 $36.2M 0.02% +108,580 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,149 shares; 2024Q4: 31,335 shares; 2025Q1: 89,829 shares; 2025Q2: 43,523 shares; 2025Q3: 44,576 shares; 2025Q4: 557,259 shares; 2026Q1: 546,469 shares; 2026Q2: 456,002 shares 456,002 $36.2M 0.02% -90,467 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341,733 shares; 2024Q4: 1,438,308 shares; 2025Q1: 1,653,253 shares; 2025Q2: 1,728,439 shares; 2025Q3: 1,781,988 shares; 2025Q4: 1,965,942 shares; 2026Q1: 2,285,033 shares; 2026Q2: 2,596,097 shares 2,596,097 $35.8M 0.02% +311,064 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,740 shares; 2024Q4: 215,618 shares; 2025Q1: 261,476 shares; 2025Q2: 253,110 shares; 2025Q3: 289,696 shares; 2025Q4: 326,478 shares; 2026Q1: 337,132 shares; 2026Q2: 457,500 shares 457,500 $35.8M 0.02% +120,368 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,456 shares; 2024Q4: 221,107 shares; 2025Q1: 227,717 shares; 2025Q2: 222,158 shares; 2025Q3: 234,881 shares; 2025Q4: 250,783 shares; 2026Q1: 260,338 shares; 2026Q2: 305,002 shares 305,002 $35.8M 0.02% +44,664 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,642 shares; 2024Q4: 432,260 shares; 2025Q1: 407,894 shares; 2025Q2: 380,649 shares; 2025Q3: 476,621 shares; 2025Q4: 458,179 shares; 2026Q1: 354,764 shares; 2026Q2: 324,356 shares 324,356 $35.4M 0.02% -30,408 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,786 shares; 2024Q4: 613,434 shares; 2025Q1: 593,381 shares; 2025Q2: 601,117 shares; 2025Q3: 846,703 shares; 2025Q4: 869,614 shares; 2026Q1: 881,278 shares; 2026Q2: 877,952 shares 877,952 $35.2M 0.02% -3,326 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,652 shares; 2024Q4: 26,467 shares; 2025Q1: 27,947 shares; 2025Q2: 73,091 shares; 2025Q3: 83,536 shares; 2025Q4: 96,279 shares; 2026Q1: 98,890 shares; 2026Q2: 129,253 shares 129,253 $35.2M 0.02% +30,363 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,974 shares; 2024Q4: 110,340 shares; 2025Q1: 128,098 shares; 2025Q2: 125,364 shares; 2025Q3: 139,646 shares; 2025Q4: 146,495 shares; 2026Q1: 164,342 shares; 2026Q2: 209,486 shares 209,486 $35.1M 0.02% +45,144 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,849 shares; 2024Q4: 278,183 shares; 2025Q1: 280,550 shares; 2025Q2: 292,350 shares; 2025Q3: 359,920 shares; 2025Q4: 388,147 shares; 2026Q1: 520,801 shares; 2026Q2: 564,624 shares 564,624 $35M 0.02% +43,823 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,650 shares; 2024Q4: 17,437 shares; 2025Q1: 25,633 shares; 2025Q2: 51,031 shares; 2025Q3: 53,686 shares; 2025Q4: 60,410 shares; 2026Q1: 59,298 shares; 2026Q2: 72,200 shares 72,200 $34.9M 0.02% +12,902 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085,444 shares; 2024Q4: 1,081,574 shares; 2025Q1: 1,103,187 shares; 2025Q2: 1,091,204 shares; 2025Q3: 1,101,402 shares; 2025Q4: 1,094,334 shares; 2026Q1: 1,052,402 shares; 2026Q2: 1,076,340 shares 1,076,340 $34.7M 0.02% +23,938 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,446 shares; 2024Q4: 728,978 shares; 2025Q1: 675,267 shares; 2025Q2: 668,954 shares; 2025Q3: 652,624 shares; 2025Q4: 2,517,061 shares; 2026Q1: 1,521,679 shares; 2026Q2: 1,300,206 shares 1,300,206 $34.5M 0.02% -221,473 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,891 shares; 2024Q4: 216,403 shares; 2025Q1: 232,893 shares; 2025Q2: 187,837 shares; 2025Q3: 185,619 shares; 2025Q4: 242,703 shares; 2026Q1: 265,065 shares; 2026Q2: 332,113 shares 332,113 $34.4M 0.02% +67,048 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,927 shares; 2024Q4: 83,611 shares; 2025Q1: 89,527 shares; 2025Q2: 80,236 shares; 2025Q3: 103,661 shares; 2025Q4: 105,551 shares; 2026Q1: 123,994 shares; 2026Q2: 139,365 shares 139,365 $34.3M 0.02% +15,371 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,588 shares; 2024Q4: 41,051 shares; 2025Q1: 51,846 shares; 2025Q2: 61,576 shares; 2025Q3: 67,088 shares; 2025Q4: 72,688 shares; 2026Q1: 79,925 shares; 2026Q2: 117,985 shares 117,985 $34.3M 0.02% +38,060 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,389 shares; 2024Q4: 47,464 shares; 2025Q1: 49,976 shares; 2025Q2: 76,510 shares; 2025Q3: 72,903 shares; 2025Q4: 73,816 shares; 2026Q1: 77,069 shares; 2026Q2: 90,759 shares 90,759 $34.1M 0.02% +13,690 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,443 shares; 2024Q4: 76,200 shares; 2025Q1: 88,115 shares; 2025Q2: 88,878 shares; 2025Q3: 96,341 shares; 2025Q4: 117,719 shares; 2026Q1: 134,965 shares; 2026Q2: 154,700 shares 154,700 $33.8M 0.02% +19,735 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,807 shares; 2024Q4: 90,475 shares; 2025Q1: 81,502 shares; 2025Q2: 107,999 shares; 2025Q3: 122,361 shares; 2025Q4: 144,406 shares; 2026Q1: 208,160 shares; 2026Q2: 247,275 shares 247,275 $33.6M 0.02% +39,115 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,716 shares; 2024Q4: 822,015 shares; 2025Q1: 4,658,118 shares; 2025Q2: 1,686,232 shares; 2025Q3: 1,162,269 shares; 2025Q4: 856,459 shares; 2026Q1: 776,297 shares; 2026Q2: 738,717 shares 738,717 $33.6M 0.02% -37,580 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,952 shares; 2024Q4: 254,646 shares; 2025Q1: 245,934 shares; 2025Q2: 229,419 shares; 2025Q3: 227,424 shares; 2025Q4: 211,930 shares; 2026Q1: 256,304 shares; 2026Q2: 333,191 shares 333,191 $33.6M 0.02% +76,887 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,979 shares; 2024Q4: 267,081 shares; 2025Q1: 276,835 shares; 2025Q2: 285,415 shares; 2025Q3: 414,297 shares; 2025Q4: 428,025 shares; 2026Q1: 448,328 shares; 2026Q2: 490,357 shares 490,357 $33.5M 0.02% +42,029 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,594 shares; 2024Q4: 83,432 shares; 2025Q1: 118,353 shares; 2025Q2: 125,141 shares; 2025Q3: 147,877 shares; 2025Q4: 159,819 shares; 2026Q1: 199,545 shares; 2026Q2: 227,916 shares 227,916 $33.3M 0.02% +28,371 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,046 shares; 2024Q4: 217,119 shares; 2025Q1: 251,046 shares; 2025Q2: 284,057 shares; 2025Q3: 363,247 shares; 2025Q4: 383,645 shares; 2026Q1: 432,230 shares; 2026Q2: 444,849 shares 444,849 $33.1M 0.02% +12,619 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,342 shares; 2024Q4: 157,036 shares; 2025Q1: 169,721 shares; 2025Q2: 179,731 shares; 2025Q3: 198,076 shares; 2025Q4: 268,694 shares; 2026Q1: 337,766 shares; 2026Q2: 388,427 shares 388,427 $32.9M 0.02% +50,661 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,020 shares; 2024Q4: 686,491 shares; 2025Q1: 772,204 shares; 2025Q2: 635,850 shares; 2025Q3: 633,650 shares; 2025Q4: 632,849 shares; 2026Q1: 685,009 shares; 2026Q2: 798,152 shares 798,152 $32.8M 0.02% +113,143 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,186 shares; 2024Q4: 99,518 shares; 2025Q1: 127,428 shares; 2025Q2: 126,323 shares; 2025Q3: 127,280 shares; 2025Q4: 392,916 shares; 2026Q1: 400,990 shares; 2026Q2: 373,286 shares 373,286 $32.7M 0.02% -27,704 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,939 shares; 2024Q4: 256,969 shares; 2025Q1: 254,303 shares; 2025Q2: 251,328 shares; 2025Q3: 249,889 shares; 2025Q4: 245,317 shares; 2026Q1: 242,772 shares; 2026Q2: 254,984 shares 254,984 $32.7M 0.02% +12,212 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779,505 shares; 2024Q4: 776,785 shares; 2025Q1: 813,047 shares; 2025Q2: 850,162 shares; 2025Q3: 917,960 shares; 2025Q4: 866,380 shares; 2026Q1: 962,240 shares; 2026Q2: 887,520 shares 887,520 $32.6M 0.02% -74,720 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,672 shares; 2024Q4: 46,242 shares; 2025Q1: 52,409 shares; 2025Q2: 68,143 shares; 2025Q3: 75,350 shares; 2025Q4: 84,380 shares; 2026Q1: 98,804 shares; 2026Q2: 107,584 shares 107,584 $32.6M 0.02% +8,780 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,389 shares; 2025Q1: 4,872,273 shares; 2025Q2: 4,916,335 shares; 2025Q3: 4,631,450 shares; 2025Q4: 3,466,030 shares; 2026Q1: 3,231,986 shares; 2026Q2: 3,086,927 shares 3,086,927 $32.5M 0.02% -145,059 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,371 shares; 2024Q4: 50,066 shares; 2025Q1: 50,548 shares; 2025Q2: 52,261 shares; 2025Q3: 59,945 shares; 2025Q4: 79,502 shares; 2026Q1: 83,372 shares; 2026Q2: 90,518 shares 90,518 $32.5M 0.02% +7,146 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,823 shares; 2024Q4: 71,433 shares; 2025Q1: 84,639 shares; 2025Q2: 90,651 shares; 2025Q3: 91,726 shares; 2025Q4: 96,087 shares; 2026Q1: 118,130 shares; 2026Q2: 136,521 shares 136,521 $32.5M 0.02% +18,391 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,031 shares; 2024Q4: 250,460 shares; 2025Q1: 267,102 shares; 2025Q2: 269,655 shares; 2025Q3: 277,266 shares; 2025Q4: 314,691 shares; 2026Q1: 347,276 shares; 2026Q2: 372,725 shares 372,725 $32.4M 0.02% +25,449 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,874 shares; 2024Q4: 22,803 shares; 2025Q1: 27,229 shares; 2025Q2: 36,269 shares; 2025Q3: 48,207 shares; 2025Q4: 54,847 shares; 2026Q1: 76,986 shares; 2026Q2: 91,806 shares 91,806 $32.1M 0.02% +14,820 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,348 shares; 2025Q1: 25,679 shares; 2025Q2: 24,573 shares; 2025Q3: 25,283 shares; 2025Q4: 25,715 shares; 2026Q1: 29,533 shares; 2026Q2: 33,365 shares 33,365 $32.1M 0.02% +3,832 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603,298 shares; 2024Q4: 685,737 shares; 2025Q1: 764,527 shares; 2025Q2: 741,627 shares; 2025Q3: 944,049 shares; 2025Q4: 1,191,184 shares; 2026Q1: 1,267,419 shares; 2026Q2: 1,251,760 shares 1,251,760 $31.9M 0.02% -15,659 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,550 shares; 2024Q4: 208,363 shares; 2025Q1: 255,713 shares; 2025Q2: 266,538 shares; 2025Q3: 263,666 shares; 2025Q4: 250,310 shares; 2026Q1: 327,516 shares; 2026Q2: 329,372 shares 329,372 $31.8M 0.02% +1,856 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,962 shares; 2024Q4: 118,497 shares; 2025Q1: 124,228 shares; 2025Q2: 131,741 shares; 2025Q3: 123,128 shares; 2025Q4: 149,514 shares; 2026Q1: 223,009 shares; 2026Q2: 321,743 shares 321,743 $31.6M 0.02% +98,734 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,289 shares; 2024Q4: 47,005 shares; 2025Q1: 54,149 shares; 2025Q2: 83,532 shares; 2025Q3: 94,568 shares; 2025Q4: 103,873 shares; 2026Q1: 127,247 shares; 2026Q2: 146,020 shares 146,020 $31.6M 0.02% +18,773 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006,370 shares; 2024Q4: 1,081,934 shares; 2025Q1: 1,119,023 shares; 2025Q2: 1,159,353 shares; 2025Q3: 1,212,158 shares; 2025Q4: 1,231,406 shares; 2026Q1: 1,308,868 shares; 2026Q2: 1,365,749 shares 1,365,749 $31.6M 0.02% +56,881 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,637 shares; 2024Q4: 227,230 shares; 2025Q1: 373,474 shares; 2025Q2: 402,701 shares; 2025Q3: 395,616 shares; 2025Q4: 385,137 shares; 2026Q1: 404,328 shares; 2026Q2: 416,883 shares 416,883 $31.6M 0.02% +12,555 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,254 shares; 2024Q4: 388,434 shares; 2025Q1: 416,305 shares; 2025Q2: 421,232 shares; 2025Q3: 451,990 shares; 2025Q4: 494,307 shares; 2026Q1: 583,727 shares; 2026Q2: 597,099 shares 597,099 $31.5M 0.02% +13,372 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,519 shares; 2024Q4: 33,697 shares; 2025Q1: 45,268 shares; 2025Q2: 59,061 shares; 2025Q3: 70,605 shares; 2025Q4: 70,259 shares; 2026Q1: 93,302 shares; 2026Q2: 128,243 shares 128,243 $31.5M 0.02% +34,941 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,130 shares; 2024Q4: 88,369 shares; 2025Q1: 77,308 shares; 2025Q2: 104,163 shares; 2025Q3: 116,980 shares; 2025Q4: 143,550 shares; 2026Q1: 184,039 shares; 2026Q2: 298,911 shares 298,911 $31.4M 0.02% +114,872 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,174 shares; 2024Q4: 118,852 shares; 2025Q1: 132,594 shares; 2025Q2: 119,458 shares; 2025Q3: 122,362 shares; 2025Q4: 129,760 shares; 2026Q1: 137,729 shares; 2026Q2: 140,503 shares 140,503 $31.3M 0.02% +2,774 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,170 shares; 2024Q4: 59,072 shares; 2025Q1: 71,083 shares; 2025Q2: 79,668 shares; 2025Q3: 88,874 shares; 2025Q4: 95,096 shares; 2026Q1: 108,199 shares; 2026Q2: 115,846 shares 115,846 $31.1M 0.02% +7,647 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,799 shares; 2024Q4: 308,622 shares; 2025Q1: 300,345 shares; 2025Q2: 372,131 shares; 2025Q3: 372,642 shares; 2025Q4: 393,313 shares; 2026Q1: 451,021 shares; 2026Q2: 646,107 shares 646,107 $31M 0.02% +195,086 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,442 shares; 2024Q4: 81,370 shares; 2025Q1: 67,314 shares; 2025Q2: 60,890 shares; 2025Q3: 84,715 shares; 2025Q4: 117,219 shares; 2026Q1: 183,441 shares; 2026Q2: 216,194 shares 216,194 $30.9M 0.02% +32,753 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607,686 shares; 2024Q4: 759,421 shares; 2025Q1: 942,646 shares; 2025Q2: 891,218 shares; 2025Q3: 1,066,793 shares; 2025Q4: 1,168,390 shares; 2026Q1: 1,315,784 shares; 2026Q2: 1,548,878 shares 1,548,878 $30.8M 0.02% +233,094 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,264 shares; 2024Q4: 194,949 shares; 2025Q1: 220,059 shares; 2025Q2: 350,450 shares; 2025Q3: 240,611 shares; 2025Q4: 281,781 shares; 2026Q1: 463,334 shares; 2026Q2: 656,470 shares 656,470 $30.6M 0.02% +193,136 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,264 shares; 2024Q4: 277,849 shares; 2025Q1: 279,905 shares; 2025Q2: 278,181 shares; 2025Q3: 275,606 shares; 2025Q4: 269,100 shares; 2026Q1: 269,946 shares; 2026Q2: 265,998 shares 265,998 $30.6M 0.02% -3,948 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704,824 shares; 2024Q4: 1,636,696 shares; 2025Q1: 1,625,598 shares; 2025Q2: 1,509,722 shares; 2025Q3: 1,430,945 shares; 2025Q4: 1,420,112 shares; 2026Q1: 1,360,717 shares; 2026Q2: 1,288,752 shares 1,288,752 $30.6M 0.02% -71,965 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,589 shares; 2024Q4: 47,503 shares; 2025Q1: 53,881 shares; 2025Q2: 60,003 shares; 2025Q3: 64,358 shares; 2025Q4: 81,957 shares; 2026Q1: 86,571 shares; 2026Q2: 78,107 shares 78,107 $30.5M 0.02% -8,464 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,117 shares; 2024Q4: 98,894 shares; 2025Q1: 96,212 shares; 2025Q2: 93,215 shares; 2025Q3: 116,617 shares; 2025Q4: 123,746 shares; 2026Q1: 187,399 shares; 2026Q2: 269,317 shares 269,317 $30.4M 0.02% +81,918 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,476 shares; 2024Q4: 201,916 shares; 2025Q1: 213,655 shares; 2025Q2: 224,490 shares; 2025Q3: 257,886 shares; 2025Q4: 329,416 shares; 2026Q1: 404,143 shares; 2026Q2: 434,304 shares 434,304 $30.4M 0.02% +30,161 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,163 shares; 2024Q4: 200,547 shares; 2025Q1: 357,461 shares; 2025Q2: 383,251 shares; 2025Q3: 468,861 shares; 2025Q4: 524,044 shares; 2026Q1: 474,134 shares; 2026Q2: 420,860 shares 420,860 $30.4M 0.02% -53,274 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,200 shares; 2024Q4: 136,973 shares; 2025Q1: 162,409 shares; 2025Q2: 140,887 shares; 2025Q3: 146,231 shares; 2025Q4: 165,727 shares; 2026Q1: 198,874 shares; 2026Q2: 207,806 shares 207,806 $30.1M 0.02% +8,932 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,655 shares; 2024Q4: 58,646 shares; 2025Q1: 75,942 shares; 2025Q2: 78,426 shares; 2025Q3: 71,440 shares; 2025Q4: 68,577 shares; 2026Q1: 95,706 shares; 2026Q2: 108,989 shares 108,989 $30M 0.02% +13,283 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,636 shares; 2024Q4: 183,832 shares; 2025Q1: 183,084 shares; 2025Q2: 182,760 shares; 2025Q3: 181,872 shares; 2025Q4: 177,932 shares; 2026Q1: 216,456 shares; 2026Q2: 210,927 shares 210,927 $30M 0.02% -5,529 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,774 shares; 2024Q4: 24,546 shares; 2025Q1: 26,572 shares; 2025Q2: 55,407 shares; 2025Q3: 68,583 shares; 2025Q4: 90,002 shares; 2026Q1: 117,236 shares; 2026Q2: 138,613 shares 138,613 $29.9M 0.02% +21,377 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,876 shares; 2024Q4: 202,806 shares; 2025Q1: 174,872 shares; 2025Q2: 245,093 shares; 2025Q3: 268,395 shares; 2025Q4: 304,740 shares; 2026Q1: 285,090 shares; 2026Q2: 357,732 shares 357,732 $29.9M 0.02% +72,642 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,092 shares; 2024Q4: 268,197 shares; 2025Q1: 298,706 shares; 2025Q2: 313,074 shares; 2025Q3: 314,384 shares; 2025Q4: 318,178 shares; 2026Q1: 316,683 shares; 2026Q2: 313,988 shares 313,988 $29.9M 0.02% -2,695 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,822 shares; 2024Q4: 171,717 shares; 2025Q1: 208,068 shares; 2025Q2: 261,811 shares; 2025Q3: 298,934 shares; 2025Q4: 334,235 shares; 2026Q1: 390,676 shares; 2026Q2: 519,254 shares 519,254 $29.8M 0.02% +128,578 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,758 shares; 2024Q4: 118,778 shares; 2025Q1: 95,650 shares; 2025Q2: 162,873 shares; 2025Q3: 189,990 shares; 2025Q4: 230,578 shares; 2026Q1: 301,441 shares; 2026Q2: 471,068 shares 471,068 $29.8M 0.02% +169,627 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,760 shares; 2024Q4: 19,146 shares; 2025Q1: 18,588 shares; 2025Q2: 18,536 shares; 2025Q3: 24,501 shares; 2025Q4: 68,166 shares; 2026Q1: 78,463 shares; 2026Q2: 213,452 shares 213,452 $29.7M 0.02% +134,989 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,167 shares; 2024Q4: 163,398 shares; 2025Q1: 135,844 shares; 2025Q2: 137,884 shares; 2025Q3: 113,240 shares; 2025Q4: 127,804 shares; 2026Q1: 152,209 shares; 2026Q2: 144,516 shares 144,516 $29.6M 0.02% -7,693 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,229 shares; 2024Q4: 35,614 shares; 2025Q1: 35,316 shares; 2025Q2: 36,415 shares; 2025Q3: 41,081 shares; 2025Q4: 41,292 shares; 2026Q1: 45,355 shares; 2026Q2: 45,116 shares 45,116 $29.6M 0.02% -239 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,283 shares; 2024Q4: 65,309 shares; 2025Q1: 46,654 shares; 2025Q2: 78,451 shares; 2025Q3: 244,911 shares; 2025Q4: 467,248 shares; 2026Q1: 452,051 shares; 2026Q2: 460,329 shares 460,329 $29.5M 0.02% +8,278 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,226 shares; 2024Q4: 342,440 shares; 2025Q1: 409,161 shares; 2025Q2: 443,878 shares; 2025Q3: 413,120 shares; 2025Q4: 364,643 shares; 2026Q1: 425,022 shares; 2026Q2: 510,815 shares 510,815 $29.5M 0.02% +85,793 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,560 shares; 2024Q4: 13,127 shares; 2025Q1: 13,332 shares; 2025Q2: 13,862 shares; 2025Q3: 13,295 shares; 2025Q4: 14,554 shares; 2026Q1: 18,873 shares; 2026Q2: 21,366 shares 21,366 $29.1M 0.02% +2,493 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,364 shares; 2024Q4: 160,070 shares; 2025Q1: 193,242 shares; 2025Q2: 151,099 shares; 2025Q3: 490,695 shares; 2025Q4: 906,084 shares; 2026Q1: 1,309,276 shares; 2026Q2: 1,719,188 shares 1,719,188 $28.9M 0.02% +409,912 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,250 shares; 2024Q4: 55,253 shares; 2025Q1: 60,522 shares; 2025Q2: 55,552 shares; 2025Q3: 144,780 shares; 2025Q4: 207,794 shares; 2026Q1: 452,534 shares; 2026Q2: 618,874 shares 618,874 $28.8M 0.02% +166,340 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,640 shares; 2024Q4: 68,866 shares; 2025Q1: 83,240 shares; 2025Q2: 92,199 shares; 2025Q3: 129,118 shares; 2025Q4: 161,876 shares; 2026Q1: 156,140 shares; 2026Q2: 176,000 shares 176,000 $28.8M 0.02% +19,860 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,894 shares; 2024Q4: 114,397 shares; 2025Q1: 116,579 shares; 2025Q2: 125,389 shares; 2025Q3: 149,168 shares; 2025Q4: 153,125 shares; 2026Q1: 153,549 shares; 2026Q2: 153,803 shares 153,803 $28.5M 0.02% +254 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,962 shares; 2024Q4: 54,641 shares; 2025Q1: 82,287 shares; 2025Q2: 68,273 shares; 2025Q3: 137,271 shares; 2025Q4: 269,202 shares; 2026Q1: 349,789 shares; 2026Q2: 380,687 shares 380,687 $28.3M 0.02% +30,898 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736,419 shares; 2024Q4: 724,573 shares; 2025Q1: 681,252 shares; 2025Q2: 668,755 shares; 2025Q3: 680,650 shares; 2025Q4: 701,795 shares; 2026Q1: 697,006 shares; 2026Q2: 686,795 shares 686,795 $28.3M 0.02% -10,211 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,632 shares; 2024Q4: 80,572 shares; 2025Q1: 89,722 shares; 2025Q2: 82,919 shares; 2025Q3: 89,336 shares; 2025Q4: 86,855 shares; 2026Q1: 96,152 shares; 2026Q2: 104,594 shares 104,594 $28.3M 0.02% +8,442 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,558 shares; 2024Q4: 14,301 shares; 2025Q1: 18,018 shares; 2025Q2: 23,671 shares; 2025Q3: 22,731 shares; 2025Q4: 23,800 shares; 2026Q1: 30,316 shares; 2026Q2: 45,657 shares 45,657 $28.2M 0.02% +15,341 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,687 shares; 2024Q4: 8,097 shares; 2025Q1: 7,183 shares; 2025Q2: 10,313 shares; 2025Q3: 16,863 shares; 2025Q4: 20,808 shares; 2026Q1: 28,584 shares; 2026Q2: 33,314 shares 33,314 $28M 0.02% +4,730 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,868 shares; 2024Q4: 67,813 shares; 2025Q1: 82,987 shares; 2025Q2: 78,993 shares; 2025Q3: 112,541 shares; 2025Q4: 149,756 shares; 2026Q1: 262,276 shares; 2026Q2: 365,749 shares 365,749 $27.9M 0.02% +103,473 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,678 shares; 2024Q4: 85,573 shares; 2025Q1: 87,592 shares; 2025Q2: 97,650 shares; 2025Q3: 123,292 shares; 2025Q4: 126,570 shares; 2026Q1: 121,649 shares; 2026Q2: 123,826 shares 123,826 $27.7M 0.02% +2,177 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,110 shares; 2024Q4: 427,379 shares; 2025Q1: 447,623 shares; 2025Q2: 442,378 shares; 2025Q3: 441,897 shares; 2025Q4: 437,796 shares; 2026Q1: 434,020 shares; 2026Q2: 438,490 shares 438,490 $27.6M 0.02% +4,470 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 990 shares; 2025Q1: 992 shares; 2025Q2: 1,431 shares; 2025Q3: 1,621 shares; 2025Q4: 1,587 shares; 2026Q1: 2,352 shares; 2026Q2: 4,049 shares 4,049 $27.6M 0.02% +1,697 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,754 shares; 2024Q4: 9,162 shares; 2025Q1: 9,399 shares; 2025Q2: 10,007 shares; 2025Q3: 11,394 shares; 2025Q4: 11,849 shares; 2026Q1: 21,578 shares; 2026Q2: 26,176 shares 26,176 $27.3M 0.02% +4,598 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954,538 shares; 2024Q4: 943,607 shares; 2025Q1: 997,584 shares; 2025Q2: 806,718 shares; 2025Q3: 997,078 shares; 2025Q4: 1,099,785 shares; 2026Q1: 1,350,783 shares; 2026Q2: 1,256,828 shares 1,256,828 $27.2M 0.02% -93,955 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,945 shares; 2024Q4: 145,339 shares; 2025Q1: 158,954 shares; 2025Q2: 347,094 shares; 2025Q3: 691,030 shares; 2025Q4: 733,132 shares; 2026Q1: 845,147 shares; 2026Q2: 566,757 shares 566,757 $27.2M 0.02% -278,390 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415,421 shares; 2026Q1: 405,108 shares; 2026Q2: 452,555 shares 452,555 $27.2M 0.02% +47,447 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092,100 shares; 2024Q4: 1,345,385 shares; 2025Q1: 1,355,772 shares; 2025Q2: 1,146,359 shares; 2025Q3: 874,875 shares; 2025Q4: 849,265 shares; 2026Q1: 882,370 shares; 2026Q2: 909,994 shares 909,994 $27.2M 0.02% +27,624 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,670 shares; 2024Q4: 189,599 shares; 2025Q1: 230,157 shares; 2025Q2: 220,150 shares; 2025Q3: 272,087 shares; 2025Q4: 288,477 shares; 2026Q1: 306,949 shares; 2026Q2: 351,306 shares 351,306 $27.1M 0.02% +44,357 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,967 shares; 2024Q4: 139,623 shares; 2025Q1: 174,162 shares; 2025Q2: 167,660 shares; 2025Q3: 195,607 shares; 2025Q4: 191,206 shares; 2026Q1: 255,422 shares; 2026Q2: 319,242 shares 319,242 $27M 0.02% +63,820 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,125 shares; 2024Q4: 81,796 shares; 2025Q1: 102,438 shares; 2025Q2: 129,263 shares; 2025Q3: 187,691 shares; 2025Q4: 233,394 shares; 2026Q1: 745,328 shares; 2026Q2: 1,016,173 shares 1,016,173 $27M 0.02% +270,845 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,273 shares; 2024Q4: 8,519 shares; 2025Q1: 10,216 shares; 2025Q2: 14,590 shares; 2025Q3: 15,856 shares; 2025Q4: 17,504 shares; 2026Q1: 18,681 shares; 2026Q2: 19,463 shares 19,463 $26.9M 0.02% +782 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,949 shares; 2024Q4: 96,570 shares; 2025Q1: 82,972 shares; 2025Q2: 99,130 shares; 2025Q3: 100,280 shares; 2025Q4: 115,490 shares; 2026Q1: 110,950 shares; 2026Q2: 108,083 shares 108,083 $26.8M 0.02% -2,867 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156,696 shares 156,696 $26.8M 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,299 shares; 2024Q4: 242,620 shares; 2025Q1: 234,996 shares; 2025Q2: 224,837 shares; 2025Q3: 221,696 shares; 2025Q4: 219,208 shares; 2026Q1: 200,444 shares; 2026Q2: 180,776 shares 180,776 $26.7M 0.02% -19,668 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,441 shares; 2024Q4: 408,747 shares; 2025Q1: 454,686 shares; 2025Q2: 518,404 shares; 2025Q3: 545,140 shares; 2025Q4: 518,328 shares; 2026Q1: 527,397 shares; 2026Q2: 496,024 shares 496,024 $26.6M 0.02% -31,373 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,046 shares; 2024Q4: 13,713 shares; 2025Q1: 14,216 shares; 2025Q2: 15,309 shares; 2025Q3: 16,937 shares; 2025Q4: 17,916 shares; 2026Q1: 19,704 shares; 2026Q2: 23,300 shares 23,300 $26.4M 0.02% +3,596 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,495 shares; 2024Q4: 211,766 shares; 2025Q1: 225,355 shares; 2025Q2: 217,973 shares; 2025Q3: 204,873 shares; 2025Q4: 202,524 shares; 2026Q1: 205,356 shares; 2026Q2: 198,802 shares 198,802 $26.4M 0.02% -6,554 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,019 shares; 2024Q4: 222,239 shares; 2025Q1: 217,295 shares; 2025Q2: 261,503 shares; 2025Q3: 324,903 shares; 2025Q4: 369,713 shares; 2026Q1: 506,816 shares; 2026Q2: 580,175 shares 580,175 $26.2M 0.02% +73,359 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,354 shares; 2024Q4: 92,747 shares; 2025Q1: 104,727 shares; 2025Q2: 113,851 shares; 2025Q3: 109,084 shares; 2025Q4: 122,627 shares; 2026Q1: 146,094 shares; 2026Q2: 153,669 shares 153,669 $26.1M 0.02% +7,575 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,364 shares; 2024Q4: 82,884 shares; 2025Q1: 70,708 shares; 2025Q2: 70,690 shares; 2025Q3: 73,673 shares; 2025Q4: 77,912 shares; 2026Q1: 81,210 shares; 2026Q2: 82,667 shares 82,667 $26M 0.02% +1,457 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,376 shares; 2024Q4: 440,877 shares; 2025Q1: 524,528 shares; 2025Q2: 526,212 shares; 2025Q3: 643,962 shares; 2025Q4: 633,048 shares; 2026Q1: 830,164 shares; 2026Q2: 813,410 shares 813,410 $26M 0.02% -16,754 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,491 shares; 2024Q4: 36,199 shares; 2025Q1: 38,987 shares; 2025Q2: 39,820 shares; 2025Q3: 57,543 shares; 2025Q4: 67,620 shares; 2026Q1: 131,487 shares; 2026Q2: 150,531 shares 150,531 $25.9M 0.02% +19,044 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,913 shares; 2024Q4: 238,429 shares; 2025Q1: 268,920 shares; 2025Q2: 317,369 shares; 2025Q3: 380,892 shares; 2025Q4: 352,802 shares; 2026Q1: 430,025 shares; 2026Q2: 582,629 shares 582,629 $25.8M 0.02% +152,604 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,794 shares; 2024Q4: 92,534 shares; 2025Q1: 118,017 shares; 2025Q2: 119,802 shares; 2025Q3: 132,126 shares; 2025Q4: 209,962 shares; 2026Q1: 253,588 shares; 2026Q2: 269,832 shares 269,832 $25.8M 0.02% +16,244 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,516 shares; 2024Q4: 13,606 shares; 2025Q1: 20,080 shares; 2025Q2: 22,034 shares; 2025Q3: 35,160 shares; 2025Q4: 45,996 shares; 2026Q1: 49,024 shares; 2026Q2: 52,494 shares 52,494 $25.8M 0.02% +3,470 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,317 shares; 2024Q4: 241,708 shares; 2025Q1: 309,354 shares; 2025Q2: 321,583 shares; 2025Q3: 288,666 shares; 2025Q4: 291,741 shares; 2026Q1: 409,192 shares; 2026Q2: 455,485 shares 455,485 $25.7M 0.02% +46,293 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,498 shares; 2024Q4: 312,737 shares; 2025Q1: 279,468 shares; 2025Q2: 388,648 shares; 2025Q3: 415,438 shares; 2025Q4: 333,959 shares; 2026Q1: 502,309 shares; 2026Q2: 513,102 shares 513,102 $25.6M 0.01% +10,793 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,202 shares; 2024Q4: 73,808 shares; 2025Q1: 84,105 shares; 2025Q2: 84,755 shares; 2025Q3: 83,297 shares; 2025Q4: 79,355 shares; 2026Q1: 88,201 shares; 2026Q2: 86,337 shares 86,337 $25.3M 0.01% -1,864 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,119 shares; 2024Q4: 40,860 shares; 2025Q1: 50,394 shares; 2025Q2: 54,062 shares; 2025Q3: 61,917 shares; 2025Q4: 63,040 shares; 2026Q1: 67,991 shares; 2026Q2: 79,405 shares 79,405 $25.2M 0.01% +11,414 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,447 shares; 2024Q4: 6,428 shares; 2025Q1: 20,678 shares; 2025Q2: 24,066 shares; 2025Q3: 37,551 shares; 2025Q4: 63,980 shares; 2026Q1: 78,063 shares; 2026Q2: 87,011 shares 87,011 $25.2M 0.01% +8,948 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,910 shares; 2024Q4: 50,337 shares; 2025Q1: 43,313 shares; 2025Q2: 91,846 shares; 2025Q3: 78,417 shares; 2025Q4: 82,905 shares; 2026Q1: 121,999 shares; 2026Q2: 188,942 shares 188,942 $25.1M 0.01% +66,943 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,997 shares; 2024Q4: 48,909 shares; 2025Q1: 54,880 shares; 2025Q2: 60,339 shares; 2025Q3: 65,143 shares; 2025Q4: 70,393 shares; 2026Q1: 73,083 shares; 2026Q2: 72,521 shares 72,521 $25M 0.01% -562 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,379 shares; 2024Q4: 112,296 shares; 2025Q1: 134,129 shares; 2025Q2: 155,637 shares; 2025Q3: 192,728 shares; 2025Q4: 246,365 shares; 2026Q1: 269,020 shares; 2026Q2: 267,333 shares 267,333 $25M 0.01% -1,687 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,869 shares; 2024Q4: 103,667 shares; 2025Q1: 102,933 shares; 2025Q2: 102,745 shares; 2025Q3: 106,939 shares; 2025Q4: 114,099 shares; 2026Q1: 126,195 shares; 2026Q2: 134,765 shares 134,765 $25M 0.01% +8,570 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,307 shares; 2024Q4: 184,591 shares; 2025Q1: 181,608 shares; 2025Q2: 171,123 shares; 2025Q3: 163,600 shares; 2025Q4: 292,169 shares; 2026Q1: 274,824 shares; 2026Q2: 243,750 shares 243,750 $24.9M 0.01% -31,074 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,528 shares; 2024Q4: 65,623 shares; 2025Q1: 153,194 shares; 2025Q2: 128,258 shares; 2025Q3: 124,468 shares; 2025Q4: 145,538 shares; 2026Q1: 178,508 shares; 2026Q2: 212,537 shares 212,537 $24.8M 0.01% +34,029 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,002 shares; 2024Q4: 448,419 shares; 2025Q1: 537,865 shares; 2025Q2: 574,230 shares; 2025Q3: 665,202 shares; 2025Q4: 793,340 shares; 2026Q1: 859,780 shares; 2026Q2: 985,624 shares 985,624 $24.7M 0.01% +125,844 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,617 shares; 2024Q4: 66,982 shares; 2025Q1: 67,120 shares; 2025Q2: 67,838 shares; 2025Q3: 68,723 shares; 2025Q4: 59,689 shares; 2026Q1: 63,425 shares; 2026Q2: 65,731 shares 65,731 $24.6M 0.01% +2,306 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,801 shares; 2024Q4: 65,649 shares; 2025Q1: 112,684 shares; 2025Q2: 103,885 shares; 2025Q3: 137,482 shares; 2025Q4: 212,646 shares; 2026Q1: 338,722 shares; 2026Q2: 477,747 shares 477,747 $24.5M 0.01% +139,025 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,515 shares; 2024Q4: 191,076 shares; 2025Q1: 196,434 shares; 2025Q2: 189,002 shares; 2025Q3: 186,626 shares; 2025Q4: 187,967 shares; 2026Q1: 204,788 shares; 2026Q2: 207,056 shares 207,056 $24.3M 0.01% +2,268 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,121 shares; 2024Q4: 67,073 shares; 2025Q1: 73,896 shares; 2025Q2: 76,878 shares; 2025Q3: 80,169 shares; 2025Q4: 79,970 shares; 2026Q1: 83,244 shares; 2026Q2: 81,231 shares 81,231 $24.3M 0.01% -2,013 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,434 shares; 2024Q4: 104,985 shares; 2025Q1: 114,409 shares; 2025Q2: 126,725 shares; 2025Q3: 128,105 shares; 2025Q4: 127,301 shares; 2026Q1: 128,571 shares; 2026Q2: 157,554 shares 157,554 $24.3M 0.01% +28,983 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,270 shares; 2024Q4: 14,616 shares; 2025Q1: 15,183 shares; 2025Q2: 18,492 shares; 2025Q3: 19,953 shares; 2025Q4: 27,566 shares; 2026Q1: 27,397 shares; 2026Q2: 368,695 shares 368,695 $24.3M 0.01% +341,298 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,009 shares; 2024Q4: 207,920 shares; 2025Q1: 206,437 shares; 2025Q2: 201,286 shares; 2025Q3: 219,655 shares; 2025Q4: 214,374 shares; 2026Q1: 209,099 shares; 2026Q2: 209,476 shares 209,476 $24.2M 0.01% +377 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,914 shares; 2024Q4: 7,767 shares; 2025Q1: 9,791 shares; 2025Q2: 9,798 shares; 2025Q3: 11,262 shares; 2025Q4: 14,115 shares; 2026Q1: 23,781 shares; 2026Q2: 28,100 shares 28,100 $24.1M 0.01% +4,319 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,092 shares; 2024Q4: 59,876 shares; 2025Q1: 34,677 shares; 2025Q2: 25,836 shares; 2025Q3: 49,486 shares; 2025Q4: 4,196,342 shares; 2026Q1: 4,302,970 shares; 2026Q2: 4,271,723 shares 4,271,723 $24.1M 0.01% -31,247 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,303 shares; 2024Q4: 501,185 shares; 2025Q1: 510,546 shares; 2025Q2: 520,285 shares; 2025Q3: 517,078 shares; 2025Q4: 522,080 shares; 2026Q1: 628,566 shares; 2026Q2: 645,474 shares 645,474 $24.1M 0.01% +16,908 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,122 shares; 2024Q4: 54,663 shares; 2025Q1: 57,883 shares; 2025Q2: 37,544 shares; 2025Q3: 498,054 shares; 2025Q4: 571,116 shares; 2026Q1: 581,934 shares; 2026Q2: 604,791 shares 604,791 $23.9M 0.01% +22,857 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,018 shares; 2024Q4: 202,086 shares; 2025Q1: 219,182 shares; 2025Q2: 196,866 shares; 2025Q3: 198,556 shares; 2025Q4: 427,301 shares; 2026Q1: 453,873 shares; 2026Q2: 449,939 shares 449,939 $23.9M 0.01% -3,934 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,509 shares; 2024Q4: 142,455 shares; 2025Q1: 145,740 shares; 2025Q2: 150,554 shares; 2025Q3: 150,809 shares; 2025Q4: 151,295 shares; 2026Q1: 156,484 shares; 2026Q2: 163,596 shares 163,596 $23.9M 0.01% +7,112 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,927 shares; 2024Q4: 31,877 shares; 2025Q1: 34,395 shares; 2025Q2: 32,438 shares; 2025Q3: 35,405 shares; 2025Q4: 39,108 shares; 2026Q1: 42,059 shares; 2026Q2: 48,141 shares 48,141 $23.8M 0.01% +6,082 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,097 shares; 2024Q4: 21,232 shares; 2025Q1: 28,906 shares; 2025Q2: 43,549 shares; 2025Q3: 40,533 shares; 2025Q4: 63,184 shares; 2026Q1: 127,097 shares; 2026Q2: 261,878 shares 261,878 $23.7M 0.01% +134,781 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,773 shares; 2024Q4: 98,360 shares; 2025Q1: 95,816 shares; 2025Q2: 125,784 shares; 2025Q3: 158,181 shares; 2025Q4: 198,074 shares; 2026Q1: 246,832 shares; 2026Q2: 246,000 shares 246,000 $23.6M 0.01% -832 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,327 shares; 2024Q4: 271,980 shares; 2025Q1: 506,662 shares; 2025Q2: 442,521 shares; 2025Q3: 419,772 shares; 2025Q4: 374,747 shares; 2026Q1: 408,404 shares; 2026Q2: 459,533 shares 459,533 $23.6M 0.01% +51,129 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,349 shares; 2024Q4: 195,233 shares; 2025Q1: 222,307 shares; 2025Q2: 230,820 shares; 2025Q3: 266,008 shares; 2025Q4: 347,450 shares; 2026Q1: 513,474 shares; 2026Q2: 582,389 shares 582,389 $23.6M 0.01% +68,915 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,100 shares; 2024Q4: 234,061 shares; 2025Q1: 288,270 shares; 2025Q2: 295,356 shares; 2025Q3: 333,336 shares; 2025Q4: 381,642 shares; 2026Q1: 427,414 shares; 2026Q2: 449,815 shares 449,815 $23.6M 0.01% +22,401 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,421 shares; 2024Q4: 33,268 shares; 2025Q1: 43,143 shares; 2025Q2: 42,708 shares; 2025Q3: 42,810 shares; 2025Q4: 65,012 shares; 2026Q1: 67,722 shares; 2026Q2: 68,617 shares 68,617 $23.5M 0.01% +895 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,568 shares; 2024Q4: 35,565 shares; 2025Q1: 47,701 shares; 2025Q2: 53,133 shares; 2025Q3: 120,040 shares; 2025Q4: 214,385 shares; 2026Q1: 364,316 shares; 2026Q2: 452,530 shares 452,530 $23.5M 0.01% +88,214 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,245 shares; 2024Q4: 22,658 shares; 2025Q1: 25,878 shares; 2025Q2: 31,282 shares; 2025Q3: 35,786 shares; 2025Q4: 32,198 shares; 2026Q1: 37,372 shares; 2026Q2: 59,025 shares 59,025 $23.4M 0.01% +21,653 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545,663 shares; 2024Q4: 535,324 shares; 2025Q1: 557,443 shares; 2025Q2: 534,206 shares; 2025Q3: 536,724 shares; 2025Q4: 523,458 shares; 2026Q1: 526,948 shares; 2026Q2: 552,453 shares 552,453 $23.4M 0.01% +25,505 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,409 shares; 2024Q4: 27,676 shares; 2025Q1: 40,428 shares; 2025Q2: 62,975 shares; 2025Q3: 76,089 shares; 2025Q4: 89,072 shares; 2026Q1: 106,848 shares; 2026Q2: 125,187 shares 125,187 $23.4M 0.01% +18,339 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,733 shares; 2024Q4: 24,024 shares; 2025Q1: 28,188 shares; 2025Q2: 27,678 shares; 2025Q3: 29,706 shares; 2025Q4: 35,341 shares; 2026Q1: 44,576 shares; 2026Q2: 51,572 shares 51,572 $23.4M 0.01% +6,996 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,062 shares; 2024Q4: 87,245 shares; 2025Q1: 85,426 shares; 2025Q2: 114,774 shares; 2025Q3: 136,001 shares; 2025Q4: 150,678 shares; 2026Q1: 237,325 shares; 2026Q2: 251,353 shares 251,353 $23.3M 0.01% +14,028 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,870 shares; 2024Q4: 23,667 shares; 2025Q1: 20,501 shares; 2025Q2: 31,687 shares; 2025Q3: 46,775 shares; 2025Q4: 80,779 shares; 2026Q1: 113,253 shares; 2026Q2: 137,249 shares 137,249 $23.3M 0.01% +23,996 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,890 shares; 2024Q4: 71,111 shares; 2025Q1: 149,524 shares; 2025Q2: 136,502 shares; 2025Q3: 136,431 shares; 2025Q4: 152,036 shares; 2026Q1: 184,473 shares; 2026Q2: 186,442 shares 186,442 $23.2M 0.01% +1,969 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,079 shares; 2024Q4: 110,694 shares; 2025Q1: 244,916 shares; 2025Q2: 224,536 shares; 2025Q3: 222,852 shares; 2025Q4: 217,684 shares; 2026Q1: 219,348 shares; 2026Q2: 242,422 shares 242,422 $23.2M 0.01% +23,074 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,141 shares; 2024Q4: 22,226 shares; 2025Q1: 21,933 shares; 2025Q2: 51,672 shares; 2025Q3: 63,690 shares; 2025Q4: 112,493 shares; 2026Q1: 76,315 shares; 2026Q2: 89,031 shares 89,031 $23.2M 0.01% +12,716 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,238 shares; 2024Q4: 16,786 shares; 2025Q1: 18,200 shares; 2025Q2: 26,180 shares; 2025Q3: 74,558 shares; 2025Q4: 74,548 shares; 2026Q1: 76,877 shares; 2026Q2: 78,359 shares 78,359 $23.1M 0.01% +1,482 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,572 shares; 2024Q4: 267,136 shares; 2025Q1: 302,049 shares; 2025Q2: 327,132 shares; 2025Q3: 362,641 shares; 2025Q4: 376,358 shares; 2026Q1: 392,078 shares; 2026Q2: 425,293 shares 425,293 $23.1M 0.01% +33,215 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,793 shares; 2024Q4: 10,158 shares; 2025Q1: 11,367 shares; 2025Q2: 9,485 shares; 2025Q3: 19,939 shares; 2025Q4: 30,134 shares; 2026Q1: 40,152 shares; 2026Q2: 36,949 shares 36,949 $23M 0.01% -3,203 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,592 shares; 2024Q4: 100,313 shares; 2025Q1: 120,914 shares; 2025Q2: 110,636 shares; 2025Q3: 128,766 shares; 2025Q4: 136,889 shares; 2026Q1: 141,802 shares; 2026Q2: 145,102 shares 145,102 $23M 0.01% +3,300 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,156 shares; 2024Q4: 37,338 shares; 2025Q1: 40,336 shares; 2025Q2: 42,322 shares; 2025Q3: 45,542 shares; 2025Q4: 50,883 shares; 2026Q1: 56,608 shares; 2026Q2: 69,410 shares 69,410 $22.9M 0.01% +12,802 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,407 shares; 2024Q4: 10,326 shares; 2025Q1: 12,950 shares; 2025Q2: 11,810 shares; 2025Q3: 13,735 shares; 2025Q4: 14,520 shares; 2026Q1: 253,797 shares; 2026Q2: 237,723 shares 237,723 $22.9M 0.01% -16,074 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,436 shares; 2024Q4: 24,218 shares; 2025Q1: 26,016 shares; 2025Q2: 29,068 shares; 2025Q3: 33,269 shares; 2025Q4: 36,163 shares; 2026Q1: 37,170 shares; 2026Q2: 43,512 shares 43,512 $22.9M 0.01% +6,342 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,907 shares; 2025Q3: 224,611 shares; 2025Q4: 227,032 shares; 2026Q1: 227,714 shares; 2026Q2: 225,117 shares 225,117 $22.9M 0.01% -2,597 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,865 shares; 2024Q4: 135,492 shares; 2025Q1: 162,704 shares; 2025Q2: 204,643 shares; 2025Q3: 234,911 shares; 2025Q4: 249,223 shares; 2026Q1: 240,739 shares; 2026Q2: 237,244 shares 237,244 $22.8M 0.01% -3,495 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,658 shares; 2024Q4: 97,748 shares; 2025Q1: 106,472 shares; 2025Q2: 111,144 shares; 2025Q3: 120,967 shares; 2025Q4: 138,366 shares; 2026Q1: 146,316 shares; 2026Q2: 142,118 shares 142,118 $22.7M 0.01% -4,198 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,714 shares; 2024Q4: 38,287 shares; 2025Q1: 88,921 shares; 2025Q2: 87,314 shares; 2025Q3: 142,240 shares; 2025Q4: 180,532 shares; 2026Q1: 470,401 shares; 2026Q2: 491,465 shares 491,465 $22.7M 0.01% +21,064 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,616 shares; 2024Q4: 130,621 shares; 2025Q1: 172,199 shares; 2025Q2: 174,520 shares; 2025Q3: 189,567 shares; 2025Q4: 199,649 shares; 2026Q1: 215,281 shares; 2026Q2: 184,209 shares 184,209 $22.7M 0.01% -31,072 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,548 shares; 2024Q4: 40,496 shares; 2025Q1: 44,427 shares; 2025Q2: 42,560 shares; 2025Q3: 43,520 shares; 2025Q4: 45,884 shares; 2026Q1: 50,856 shares; 2026Q2: 58,770 shares 58,770 $22.7M 0.01% +7,914 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,206 shares; 2024Q4: 102,018 shares; 2025Q1: 164,714 shares; 2025Q2: 146,782 shares; 2025Q3: 228,467 shares; 2025Q4: 328,177 shares; 2026Q1: 409,700 shares; 2026Q2: 548,051 shares 548,051 $22.6M 0.01% +138,351 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,886 shares; 2024Q4: 162,265 shares; 2025Q1: 160,908 shares; 2025Q2: 151,569 shares; 2025Q3: 150,222 shares; 2025Q4: 152,393 shares; 2026Q1: 168,133 shares; 2026Q2: 165,672 shares 165,672 $22.6M 0.01% -2,461 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,010 shares; 2024Q4: 266,552 shares; 2025Q1: 298,426 shares; 2025Q2: 259,110 shares; 2025Q3: 323,367 shares; 2025Q4: 357,067 shares; 2026Q1: 379,936 shares; 2026Q2: 456,481 shares 456,481 $22.6M 0.01% +76,545 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,671 shares; 2024Q4: 417,618 shares; 2025Q1: 404,995 shares; 2025Q2: 429,252 shares; 2025Q3: 429,757 shares; 2025Q4: 953,057 shares; 2026Q1: 928,751 shares; 2026Q2: 976,364 shares 976,364 $22.6M 0.01% +47,613 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,653 shares; 2024Q4: 64,417 shares; 2025Q1: 70,248 shares; 2025Q2: 69,240 shares; 2025Q3: 72,012 shares; 2025Q4: 86,321 shares; 2026Q1: 94,112 shares; 2026Q2: 98,089 shares 98,089 $22.5M 0.01% +3,977 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,344 shares; 2024Q4: 157,475 shares; 2025Q1: 158,134 shares; 2025Q2: 162,739 shares; 2025Q3: 443,505 shares; 2025Q4: 498,179 shares; 2026Q1: 540,748 shares; 2026Q2: 553,746 shares 553,746 $22.5M 0.01% +12,998 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,579 shares; 2024Q4: 99,707 shares; 2025Q1: 109,813 shares; 2025Q2: 109,729 shares; 2025Q3: 107,840 shares; 2025Q4: 120,547 shares; 2026Q1: 170,951 shares; 2026Q2: 134,264 shares 134,264 $22.4M 0.01% -36,687 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352,181 shares; 2026Q1: 341,058 shares; 2026Q2: 326,199 shares 326,199 $22.4M 0.01% -14,859 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,006 shares; 2024Q4: 233,708 shares; 2025Q1: 245,555 shares; 2025Q2: 229,821 shares; 2025Q3: 225,403 shares; 2025Q4: 214,601 shares; 2026Q1: 232,406 shares; 2026Q2: 213,905 shares 213,905 $22.2M 0.01% -18,501 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,716 shares; 2024Q4: 26,025 shares; 2025Q1: 26,903 shares; 2025Q2: 28,104 shares; 2025Q3: 42,500 shares; 2025Q4: 98,453 shares; 2026Q1: 164,145 shares; 2026Q2: 207,789 shares 207,789 $22.2M 0.01% +43,644 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,010 shares; 2024Q4: 354,849 shares; 2025Q1: 340,535 shares; 2025Q2: 350,189 shares; 2025Q3: 349,796 shares; 2025Q4: 346,440 shares; 2026Q1: 344,383 shares; 2026Q2: 346,356 shares 346,356 $22.1M 0.01% +1,973 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,939 shares; 2024Q4: 11,000 shares; 2025Q1: 14,059 shares; 2025Q2: 14,024 shares; 2025Q3: 16,732 shares; 2025Q4: 17,792 shares; 2026Q1: 25,887 shares; 2026Q2: 26,255 shares 26,255 $21.8M 0.01% +368 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,848 shares; 2024Q4: 44,319 shares; 2025Q1: 50,137 shares; 2025Q2: 75,290 shares; 2025Q3: 75,836 shares; 2025Q4: 86,830 shares; 2026Q1: 93,874 shares; 2026Q2: 91,658 shares 91,658 $21.8M 0.01% -2,216 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,208 shares; 2024Q4: 220,628 shares; 2025Q1: 258,011 shares; 2025Q2: 273,684 shares; 2025Q3: 329,484 shares; 2025Q4: 318,372 shares; 2026Q1: 397,852 shares; 2026Q2: 510,100 shares 510,100 $21.8M 0.01% +112,248 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,130 shares; 2024Q4: 204,546 shares; 2025Q1: 224,587 shares; 2025Q2: 256,083 shares; 2025Q3: 302,321 shares; 2025Q4: 319,114 shares; 2026Q1: 510,215 shares; 2026Q2: 715,740 shares 715,740 $21.6M 0.01% +205,525 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,104 shares; 2024Q4: 23,370 shares; 2025Q1: 24,197 shares; 2025Q2: 27,657 shares; 2025Q3: 36,807 shares; 2025Q4: 43,844 shares; 2026Q1: 55,620 shares; 2026Q2: 57,907 shares 57,907 $21.6M 0.01% +2,287 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,939 shares; 2024Q4: 415,367 shares; 2025Q1: 448,345 shares; 2025Q2: 460,006 shares; 2025Q3: 488,079 shares; 2025Q4: 524,440 shares; 2026Q1: 490,317 shares; 2026Q2: 521,414 shares 521,414 $21.6M 0.01% +31,097 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,902 shares; 2024Q4: 112,143 shares; 2025Q1: 110,403 shares; 2025Q2: 125,913 shares; 2025Q3: 123,185 shares; 2025Q4: 139,093 shares; 2026Q1: 133,277 shares; 2026Q2: 130,880 shares 130,880 $21.5M 0.01% -2,397 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 631,879 shares; 2026Q1: 626,430 shares; 2026Q2: 621,177 shares 621,177 $21.4M 0.01% -5,253 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,983 shares; 2024Q4: 14,637 shares; 2025Q1: 15,695 shares; 2025Q2: 16,687 shares; 2025Q3: 18,320 shares; 2025Q4: 24,138 shares; 2026Q1: 63,744 shares; 2026Q2: 95,203 shares 95,203 $21.2M 0.01% +31,459 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,904 shares; 2024Q4: 29,476 shares; 2025Q1: 31,431 shares; 2025Q2: 29,476 shares; 2025Q3: 32,096 shares; 2025Q4: 40,030 shares; 2026Q1: 49,764 shares; 2026Q2: 64,022 shares 64,022 $21.2M 0.01% +14,258 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,226 shares; 2024Q4: 318,796 shares; 2025Q1: 295,091 shares; 2025Q2: 287,839 shares; 2025Q3: 282,589 shares; 2025Q4: 242,699 shares; 2026Q1: 236,869 shares; 2026Q2: 223,577 shares 223,577 $21.1M 0.01% -13,292 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,892 shares; 2024Q4: 65,146 shares; 2025Q1: 66,765 shares; 2025Q2: 70,198 shares; 2025Q3: 95,180 shares; 2025Q4: 99,455 shares; 2026Q1: 177,258 shares; 2026Q2: 327,626 shares 327,626 $21M 0.01% +150,368 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,085 shares; 2024Q4: 197,205 shares; 2025Q1: 202,010 shares; 2025Q2: 181,909 shares; 2025Q3: 178,533 shares; 2025Q4: 153,955 shares; 2026Q1: 153,260 shares; 2026Q2: 765,835 shares 765,835 $21M 0.01% +612,575 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,105 shares; 2024Q4: 252,120 shares; 2025Q1: 259,037 shares; 2025Q2: 258,586 shares; 2025Q3: 265,431 shares; 2025Q4: 293,122 shares; 2026Q1: 302,857 shares; 2026Q2: 363,017 shares 363,017 $21M 0.01% +60,160 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,040,413 shares; 2025Q1: 997,338 shares; 2025Q2: 956,657 shares; 2025Q3: 909,446 shares; 2025Q4: 844,528 shares; 2026Q1: 829,616 shares; 2026Q2: 817,993 shares 817,993 $20.9M 0.01% -11,623 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,255 shares; 2024Q4: 61,190 shares; 2025Q1: 74,270 shares; 2025Q2: 77,734 shares; 2025Q3: 79,593 shares; 2025Q4: 85,279 shares; 2026Q1: 113,142 shares; 2026Q2: 94,635 shares 94,635 $20.9M 0.01% -18,507 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553,226 shares; 2024Q4: 584,177 shares; 2025Q1: 608,476 shares; 2025Q2: 594,938 shares; 2025Q3: 569,011 shares; 2025Q4: 536,851 shares; 2026Q1: 508,469 shares; 2026Q2: 517,812 shares 517,812 $20.9M 0.01% +9,343 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,434 shares; 2024Q4: 28,695 shares; 2025Q1: 29,196 shares; 2025Q2: 35,022 shares; 2025Q3: 47,414 shares; 2025Q4: 54,554 shares; 2026Q1: 70,175 shares; 2026Q2: 86,215 shares 86,215 $20.9M 0.01% +16,040 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,726 shares; 2024Q4: 76,240 shares; 2025Q1: 85,909 shares; 2025Q2: 84,040 shares; 2025Q3: 100,368 shares; 2025Q4: 132,274 shares; 2026Q1: 147,621 shares; 2026Q2: 181,414 shares 181,414 $20.8M 0.01% +33,793 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,490 shares; 2024Q4: 477,228 shares; 2025Q1: 571,547 shares; 2025Q2: 495,765 shares; 2025Q3: 561,218 shares; 2025Q4: 662,822 shares; 2026Q1: 764,584 shares; 2026Q2: 883,657 shares 883,657 $20.8M 0.01% +119,073 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,113 shares; 2024Q4: 101,775 shares; 2025Q1: 112,749 shares; 2025Q2: 165,398 shares; 2025Q3: 189,796 shares; 2025Q4: 194,664 shares; 2026Q1: 264,918 shares; 2026Q2: 276,545 shares 276,545 $20.7M 0.01% +11,627 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 3,668 shares; 2025Q1: 5,600 shares; 2025Q2: 4,007 shares; 2025Q3: 13,924 shares; 2025Q4: 41,307 shares; 2026Q1: 71,589 shares; 2026Q2: 102,168 shares 102,168 $20.7M 0.01% +30,579 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945,370 shares; 2024Q4: 1,005,192 shares; 2025Q1: 1,031,298 shares; 2025Q2: 1,027,036 shares; 2025Q3: 1,020,176 shares; 2025Q4: 1,026,356 shares; 2026Q1: 1,038,341 shares; 2026Q2: 1,106,347 shares 1,106,347 $20.7M 0.01% +68,006 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,993 shares; 2024Q4: 103,090 shares; 2025Q1: 101,179 shares; 2025Q2: 99,920 shares; 2025Q3: 102,416 shares; 2025Q4: 102,836 shares; 2026Q1: 111,989 shares; 2026Q2: 115,133 shares 115,133 $20.6M 0.01% +3,144 Timeline