AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458,210 shares; 2024Q4: 1,458,633 shares; 2025Q1: 1,481,519 shares; 2025Q2: 1,454,270 shares; 2025Q3: 1,407,408 shares; 2025Q4: 1,381,107 shares; 2026Q1: 1,392,748 shares; 2026Q2: 1,369,680 shares 1,369,680 $396M 5.88% -23,068 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,061 shares; 2024Q4: 123,208 shares; 2025Q1: 120,630 shares; 2025Q2: 130,330 shares; 2025Q3: 231,775 shares; 2025Q4: 350,929 shares; 2026Q1: 435,333 shares; 2026Q2: 475,264 shares 475,264 $356M 5.28% +39,931 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: 760,173 shares; 2024Q4: 772,948 shares; 2025Q1: 799,135 shares; 2025Q2: 801,881 shares; 2025Q3: 790,479 shares; 2025Q4: 724,637 shares; 2026Q1: 728,002 shares; 2026Q2: 702,017 shares 702,017 $251M 3.72% -25,985 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: 327,057 shares; 2024Q4: 333,742 shares; 2025Q1: 493,984 shares; 2025Q2: 573,917 shares; 2025Q3: 763,001 shares; 2025Q4: 845,143 shares; 2026Q1: 1,022,886 shares; 2026Q2: 1,021,922 shares 1,021,922 $204M 3.03% -964 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: 548,630 shares; 2024Q4: 556,183 shares; 2025Q1: 559,049 shares; 2025Q2: 560,324 shares; 2025Q3: 553,407 shares; 2025Q4: 539,282 shares; 2026Q1: 535,920 shares; 2026Q2: 547,463 shares 547,463 $204M 3.03% +11,543 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: 921,024 shares; 2024Q4: 942,338 shares; 2025Q1: 946,875 shares; 2025Q2: 977,228 shares; 2025Q3: 955,590 shares; 2025Q4: 854,405 shares; 2026Q1: 828,403 shares; 2026Q2: 783,936 shares 783,936 $187M 2.77% -44,467 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: 360,312 shares; 2024Q4: 357,789 shares; 2025Q1: 350,644 shares; 2025Q2: 347,621 shares; 2025Q3: 337,979 shares; 2025Q4: 308,190 shares; 2026Q1: 284,991 shares; 2026Q2: 240,264 shares 240,264 $174M 2.58% -44,727 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136,311 shares; 2024Q4: 1,174,250 shares; 2025Q1: 1,209,771 shares; 2025Q2: 1,227,398 shares; 2025Q3: 1,437,371 shares; 2025Q4: 1,999,806 shares; 2026Q1: 2,824,330 shares; 2026Q2: 2,986,485 shares 2,986,485 $138M 2.05% +162,155 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: 366,591 shares; 2024Q4: 366,591 shares; 2025Q1: 365,051 shares; 2025Q2: 364,278 shares; 2025Q3: 354,287 shares; 2025Q4: 349,793 shares; 2026Q1: 345,436 shares; 2026Q2: 351,926 shares 351,926 $124M 1.84% +6,490 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: 1,038,982 shares; 2024Q4: 967,902 shares; 2025Q1: 1,020,086 shares; 2025Q2: 1,054,561 shares; 2025Q3: 1,016,268 shares; 2025Q4: 1,057,690 shares; 2026Q1: 1,139,242 shares; 2026Q2: 1,207,232 shares 1,207,232 $119M 1.77% +67,990 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: 166,000 shares; 2024Q4: 180,542 shares; 2025Q1: 190,703 shares; 2025Q2: 189,416 shares; 2025Q3: 188,447 shares; 2025Q4: 286,039 shares; 2026Q1: 311,286 shares; 2026Q2: 314,413 shares 314,413 $119M 1.76% +3,127 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: 28,389 shares; 2024Q4: 327,695 shares; 2025Q1: 339,568 shares; 2025Q2: 322,659 shares; 2025Q3: 326,945 shares; 2025Q4: 297,679 shares; 2026Q1: 277,765 shares; 2026Q2: 267,669 shares 267,669 $116M 1.72% -10,096 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: 51,656 shares; 2024Q4: 52,880 shares; 2025Q1: 52,715 shares; 2025Q2: 52,055 shares; 2025Q3: 49,306 shares; 2025Q4: 43,537 shares; 2026Q1: 40,834 shares; 2026Q2: 364,068 shares 364,068 $110M 1.63% +323,234 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: 342,417 shares; 2024Q4: 343,615 shares; 2025Q1: 343,927 shares; 2025Q2: 343,454 shares; 2025Q3: 334,854 shares; 2025Q4: 318,852 shares; 2026Q1: 324,344 shares; 2026Q2: 319,578 shares 319,578 $110M 1.63% -4,766 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: 2,183,438 shares; 2024Q4: 2,199,309 shares; 2025Q1: 1,618,299 shares; 2025Q2: 1,632,125 shares; 2025Q3: 1,666,835 shares; 2025Q4: 1,722,177 shares; 2026Q1: 1,726,647 shares; 2026Q2: 1,742,537 shares 1,742,537 $100M 1.49% +15,890 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: 242,624 shares; 2024Q4: 247,066 shares; 2025Q1: 251,690 shares; 2025Q2: 250,958 shares; 2025Q3: 244,691 shares; 2025Q4: 243,015 shares; 2026Q1: 266,925 shares; 2026Q2: 274,922 shares 274,922 $90M 1.33% +7,997 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: 255,026 shares; 2024Q4: 255,550 shares; 2025Q1: 258,939 shares; 2025Q2: 260,158 shares; 2025Q3: 225,407 shares; 2025Q4: 204,583 shares; 2026Q1: 196,174 shares; 2026Q2: 170,178 shares 170,178 $85.2M 1.26% -25,996 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978,565 shares; 2024Q4: 1,020,262 shares; 2025Q1: 1,047,450 shares; 2025Q2: 1,075,016 shares; 2025Q3: 1,168,016 shares; 2025Q4: 1,381,300 shares; 2026Q1: 1,769,720 shares; 2026Q2: 1,971,647 shares 1,971,647 $82.1M 1.22% +201,927 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,318,071 shares; 2024Q4: 3,305,707 shares; 2025Q1: 3,384,008 shares; 2025Q2: 3,459,919 shares; 2025Q3: 3,464,589 shares; 2025Q4: 3,440,671 shares; 2026Q1: 3,455,968 shares; 2026Q2: 3,526,231 shares 3,526,231 $80.3M 1.19% +70,263 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136,446 shares; 2025Q2: 859,938 shares; 2025Q3: 935,867 shares; 2025Q4: 994,466 shares; 2026Q1: 1,003,350 shares; 2026Q2: 1,023,610 shares 1,023,610 $79.9M 1.18% +20,260 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: 461,350 shares; 2024Q4: 456,760 shares; 2025Q1: 444,367 shares; 2025Q2: 443,071 shares; 2025Q3: 433,716 shares; 2025Q4: 428,968 shares; 2026Q1: 424,055 shares; 2026Q2: 415,991 shares 415,991 $73.3M 1.09% -8,064 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: 105,571 shares; 2024Q4: 104,973 shares; 2025Q1: 103,207 shares; 2025Q2: 101,768 shares; 2025Q3: 100,982 shares; 2025Q4: 101,022 shares; 2026Q1: 100,192 shares; 2026Q2: 99,628 shares 99,628 $71.7M 1.06% -564 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: 269,191 shares; 2024Q4: 270,539 shares; 2025Q1: 267,800 shares; 2025Q2: 264,038 shares; 2025Q3: 256,265 shares; 2025Q4: 243,196 shares; 2026Q1: 227,207 shares; 2026Q2: 212,748 shares 212,748 $70.3M 1.04% -14,459 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: 109,360 shares; 2024Q4: 182,504 shares; 2025Q1: 192,340 shares; 2025Q2: 196,093 shares; 2025Q3: 190,588 shares; 2025Q4: 146,279 shares; 2026Q1: 135,675 shares; 2026Q2: 123,970 shares 123,970 $69.8M 1.04% -11,705 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: 391,942 shares; 2024Q4: 384,425 shares; 2025Q1: 378,058 shares; 2025Q2: 246,559 shares; 2025Q3: 244,938 shares; 2025Q4: 236,851 shares; 2026Q1: 255,496 shares; 2026Q2: 268,723 shares 268,723 $68.2M 1.01% +13,227 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: 534,293 shares; 2024Q4: 538,353 shares; 2025Q1: 440,314 shares; 2025Q2: 446,003 shares; 2025Q3: 456,717 shares; 2025Q4: 459,120 shares; 2026Q1: 465,156 shares; 2026Q2: 658,794 shares 658,794 $67.4M 1% +193,638 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: 654,120 shares; 2024Q4: 634,334 shares; 2025Q1: 695,440 shares; 2025Q2: 463,776 shares; 2025Q3: 490,899 shares; 2025Q4: 535,338 shares; 2026Q1: 566,374 shares; 2026Q2: 616,861 shares 616,861 $66.4M 0.98% +50,487 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: 81,850 shares; 2024Q4: 79,284 shares; 2025Q1: 76,570 shares; 2025Q2: 75,100 shares; 2025Q3: 72,718 shares; 2025Q4: 73,146 shares; 2026Q1: 74,073 shares; 2026Q2: 70,789 shares 70,789 $66.2M 0.98% -3,284 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: 641,745 shares; 2024Q4: 562,009 shares; 2025Q1: 498,150 shares; 2025Q2: 494,286 shares; 2025Q3: 478,150 shares; 2025Q4: 462,572 shares; 2026Q1: 447,690 shares; 2026Q2: 436,752 shares 436,752 $66.2M 0.98% -10,938 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: 459,661 shares; 2024Q4: 467,275 shares; 2025Q1: 419,457 shares; 2025Q2: 424,788 shares; 2025Q3: 411,108 shares; 2025Q4: 432,665 shares; 2026Q1: 597,538 shares; 2026Q2: 603,713 shares 603,713 $58.3M 0.86% +6,175 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: 226,859 shares; 2024Q4: 206,966 shares; 2025Q1: 189,620 shares; 2025Q2: 186,272 shares; 2025Q3: 181,670 shares; 2025Q4: 176,732 shares; 2026Q1: 170,788 shares; 2026Q2: 165,107 shares 165,107 $58.2M 0.86% -5,681 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: 511,094 shares; 2024Q4: 507,425 shares; 2025Q1: 507,184 shares; 2025Q2: 506,969 shares; 2025Q3: 501,977 shares; 2025Q4: 501,260 shares; 2026Q1: 500,188 shares; 2026Q2: 492,942 shares 492,942 $58M 0.86% -7,246 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: 35,686 shares; 2024Q4: 36,050 shares; 2025Q1: 36,946 shares; 2025Q2: 36,856 shares; 2025Q3: 37,190 shares; 2025Q4: 20,435 shares; 2026Q1: 35,348 shares; 2026Q2: 44,320 shares 44,320 $53.2M 0.79% +8,972 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: 19,992 shares; 2024Q4: 19,873 shares; 2025Q1: 20,037 shares; 2025Q2: 19,901 shares; 2025Q3: 18,725 shares; 2025Q4: 18,195 shares; 2026Q1: 17,244 shares; 2026Q2: 286,406 shares 286,406 $51.1M 0.76% +269,162 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: 49,941 shares; 2024Q4: 56,478 shares; 2025Q1: 57,699 shares; 2025Q2: 57,962 shares; 2025Q3: 60,370 shares; 2025Q4: 70,089 shares; 2026Q1: 61,499 shares; 2026Q2: 67,367 shares 67,367 $50.3M 0.75% +5,868 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: 51,284 shares; 2024Q4: 53,858 shares; 2025Q1: 56,553 shares; 2025Q2: 55,971 shares; 2025Q3: 57,253 shares; 2025Q4: 57,749 shares; 2026Q1: 69,897 shares; 2026Q2: 70,923 shares 70,923 $48.7M 0.72% +1,026 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: 295,014 shares; 2024Q4: 296,323 shares; 2025Q1: 244,782 shares; 2025Q2: 245,350 shares; 2025Q3: 245,924 shares; 2025Q4: 250,791 shares; 2026Q1: 254,382 shares; 2026Q2: 252,660 shares 252,660 $46.7M 0.69% -1,722 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: 543,730 shares; 2024Q4: 528,727 shares; 2025Q1: 516,418 shares; 2025Q2: 517,737 shares; 2025Q3: 487,551 shares; 2025Q4: 759,622 shares; 2026Q1: 828,190 shares; 2026Q2: 817,324 shares 817,324 $46.6M 0.69% -10,866 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: 333,248 shares; 2024Q4: 330,306 shares; 2025Q1: 321,180 shares; 2025Q2: 329,621 shares; 2025Q3: 316,651 shares; 2025Q4: 301,000 shares; 2026Q1: 286,536 shares; 2026Q2: 235,276 shares 235,276 $44.8M 0.66% -51,260 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,338 shares; 2024Q4: 474,127 shares; 2025Q1: 468,291 shares; 2025Q2: 463,638 shares; 2025Q3: 451,014 shares; 2025Q4: 438,193 shares; 2026Q1: 405,001 shares; 2026Q2: 364,612 shares 364,612 $43.1M 0.64% -40,389 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: 232,867 shares; 2026Q2: 224,312 shares 224,312 $42.5M 0.63% -8,555 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: 52,563 shares; 2024Q4: 57,976 shares; 2025Q1: 62,074 shares; 2025Q2: 73,629 shares; 2025Q3: 74,961 shares; 2025Q4: 73,757 shares; 2026Q1: 71,388 shares; 2026Q2: 82,614 shares 82,614 $42.4M 0.63% +11,226 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: 29,566 shares; 2024Q4: 32,031 shares; 2025Q1: 47,887 shares; 2025Q2: 397,823 shares; 2025Q3: 462,094 shares; 2025Q4: 508,002 shares; 2026Q1: 434,108 shares; 2026Q2: 396,595 shares 396,595 $42.2M 0.63% -37,513 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: 1,269,064 shares; 2024Q4: 1,235,742 shares; 2025Q1: 1,230,663 shares; 2025Q2: 1,224,050 shares; 2025Q3: 1,218,974 shares; 2025Q4: 1,216,427 shares; 2026Q1: 1,288,135 shares; 2026Q2: 1,290,498 shares 1,290,498 $41.3M 0.61% +2,363 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: 85,311 shares; 2024Q4: 87,686 shares; 2025Q1: 91,931 shares; 2025Q2: 407,347 shares; 2025Q3: 438,169 shares; 2025Q4: 477,997 shares; 2026Q1: 508,392 shares; 2026Q2: 526,930 shares 526,930 $40.6M 0.6% +18,538 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 53 shares 53 $39.7M 0.59% -2 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: 36,474 shares; 2024Q4: 36,291 shares; 2025Q1: 35,455 shares; 2025Q2: 35,478 shares; 2025Q3: 35,489 shares; 2025Q4: 35,519 shares; 2026Q1: 35,298 shares; 2026Q2: 34,889 shares 34,889 $39.5M 0.59% -409 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,881 shares; 2024Q4: 407,479 shares; 2025Q1: 436,676 shares; 2025Q2: 455,275 shares; 2025Q3: 537,199 shares; 2025Q4: 650,115 shares; 2026Q1: 647,979 shares; 2026Q2: 721,501 shares 721,501 $37M 0.55% +73,522 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: 38,841 shares; 2024Q4: 39,083 shares; 2025Q1: 97,473 shares; 2025Q2: 185,353 shares; 2025Q3: 192,842 shares; 2025Q4: 184,646 shares; 2026Q1: 138,541 shares; 2026Q2: 123,511 shares 123,511 $36.8M 0.55% -15,030 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: 22,142 shares; 2024Q4: 23,382 shares; 2025Q1: 25,636 shares; 2025Q2: 25,684 shares; 2025Q3: 30,286 shares; 2025Q4: 44,793 shares; 2026Q1: 43,946 shares; 2026Q2: 49,701 shares 49,701 $36.6M 0.54% +5,755 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: 122,485 shares; 2024Q4: 119,758 shares; 2025Q1: 112,829 shares; 2025Q2: 95,309 shares; 2025Q3: 99,793 shares; 2025Q4: 96,158 shares; 2026Q1: 93,303 shares; 2026Q2: 71,767 shares 71,767 $36M 0.53% -21,536 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: 1,192,148 shares; 2024Q4: 1,242,570 shares; 2025Q1: 1,309,625 shares; 2025Q2: 876,232 shares; 2025Q3: 825,895 shares; 2025Q4: 840,380 shares; 2026Q1: 715,114 shares; 2026Q2: 694,212 shares 694,212 $35.1M 0.52% -20,902 Timeline XMHQ 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: not reported; 2024Q4: not reported; 2025Q1: 297,511 shares; 2025Q2: 268,159 shares; 2025Q3: 278,394 shares; 2025Q4: 285,766 shares; 2026Q1: 296,013 shares; 2026Q2: 302,466 shares 302,466 $34.1M 0.51% +6,453 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: 110,716 shares; 2024Q4: 113,021 shares; 2025Q1: 119,093 shares; 2025Q2: 118,089 shares; 2025Q3: 120,014 shares; 2025Q4: 119,217 shares; 2026Q1: 120,097 shares; 2026Q2: 122,966 shares 122,966 $30.9M 0.46% +2,869 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,079 shares; 2024Q4: 25,115 shares; 2025Q1: 24,348 shares; 2025Q2: 24,407 shares; 2025Q3: 24,434 shares; 2025Q4: 24,257 shares; 2026Q1: 23,933 shares; 2026Q2: 23,777 shares 23,777 $30.4M 0.45% -156 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: 6,699 shares; 2024Q4: 6,135 shares; 2025Q1: 6,784 shares; 2025Q2: 7,021 shares; 2025Q3: 7,675 shares; 2025Q4: 432,040 shares; 2026Q1: 483,857 shares; 2026Q2: 475,933 shares 475,933 $28.7M 0.43% -7,924 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,411 shares; 2024Q4: 86,597 shares; 2025Q1: 83,614 shares; 2025Q2: 83,242 shares; 2025Q3: 83,240 shares; 2025Q4: 82,565 shares; 2026Q1: 96,513 shares; 2026Q2: 96,887 shares 96,887 $27.2M 0.4% +374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,460 shares; 2025Q3: 111,626 shares; 2025Q4: 224,439 shares; 2026Q1: 279,919 shares; 2026Q2: 302,361 shares 302,361 $26.9M 0.4% +22,442 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: 183,447 shares; 2024Q4: 182,764 shares; 2025Q1: 182,524 shares; 2025Q2: 192,186 shares; 2025Q3: 182,011 shares; 2025Q4: 188,231 shares; 2026Q1: 188,312 shares; 2026Q2: 182,471 shares 182,471 $26.7M 0.4% -5,841 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: 75,992 shares; 2024Q4: 74,776 shares; 2025Q1: 71,135 shares; 2025Q2: 69,639 shares; 2025Q3: 194,633 shares; 2025Q4: 200,543 shares; 2026Q1: 201,439 shares; 2026Q2: 193,926 shares 193,926 $26.3M 0.39% -7,513 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: 35,025 shares; 2024Q4: 34,969 shares; 2025Q1: 35,917 shares; 2025Q2: 35,964 shares; 2025Q3: 36,380 shares; 2025Q4: 157,098 shares; 2026Q1: 199,009 shares; 2026Q2: 201,880 shares 201,880 $26.2M 0.39% +2,871 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: 114,577 shares 114,577 $25.7M 0.38% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114,381 shares 114,381 $25.3M 0.38% new 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: 21,728 shares; 2024Q4: 21,946 shares; 2025Q1: 22,689 shares; 2025Q2: 22,567 shares; 2025Q3: 23,094 shares; 2025Q4: 23,123 shares; 2026Q1: 24,130 shares; 2026Q2: 23,348 shares 23,348 $24.9M 0.37% -782 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: 440,436 shares; 2024Q4: 437,297 shares; 2025Q1: 414,732 shares; 2025Q2: 415,661 shares; 2025Q3: 419,177 shares; 2025Q4: 416,958 shares; 2026Q1: 580,272 shares; 2026Q2: 579,513 shares 579,513 $23.5M 0.35% -759 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: 32,323 shares; 2024Q4: 65,884 shares; 2025Q1: 77,969 shares; 2025Q2: 75,969 shares; 2025Q3: 78,127 shares; 2025Q4: 67,940 shares; 2026Q1: 71,485 shares; 2026Q2: 68,072 shares 68,072 $23.2M 0.34% -3,413 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: 175,552 shares; 2024Q4: 181,493 shares; 2025Q1: 183,167 shares; 2025Q2: 183,125 shares; 2025Q3: 183,829 shares; 2025Q4: 192,656 shares; 2026Q1: 197,317 shares; 2026Q2: 196,222 shares 196,222 $23M 0.34% -1,095 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: 2,283 shares; 2024Q4: 2,967 shares; 2025Q1: 3,816 shares; 2025Q2: 3,604 shares; 2025Q3: 3,937 shares; 2025Q4: 5,798 shares; 2026Q1: 7,240 shares; 2026Q2: 19,949 shares 19,949 $23M 0.34% +12,709 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 168,072 shares 168,072 $23M 0.34% new 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: 152,747 shares; 2024Q4: 160,050 shares; 2025Q1: 157,797 shares; 2025Q2: 156,515 shares; 2025Q3: 164,277 shares; 2025Q4: 159,112 shares; 2026Q1: 161,215 shares; 2026Q2: 156,193 shares 156,193 $22.9M 0.34% -5,022 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: 153,385 shares; 2024Q4: 158,975 shares; 2025Q1: 141,796 shares; 2025Q2: 146,840 shares; 2025Q3: 145,089 shares; 2025Q4: 175,066 shares; 2026Q1: 188,998 shares; 2026Q2: 276,283 shares 276,283 $22.9M 0.34% +87,285 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: 79,835 shares; 2024Q4: 80,614 shares; 2025Q1: 80,063 shares; 2025Q2: 80,020 shares; 2025Q3: 78,559 shares; 2025Q4: 74,760 shares; 2026Q1: 66,005 shares; 2026Q2: 56,119 shares 56,119 $22.9M 0.34% -9,886 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: 378,614 shares; 2024Q4: 397,108 shares; 2025Q1: 407,248 shares; 2025Q2: 410,275 shares; 2025Q3: 149,318 shares; 2025Q4: 146,253 shares; 2026Q1: 141,733 shares; 2026Q2: 138,849 shares 138,849 $22.8M 0.34% -2,884 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: 28,911 shares; 2024Q4: 29,379 shares; 2025Q1: 31,259 shares; 2025Q2: 31,049 shares; 2025Q3: 31,177 shares; 2025Q4: 31,329 shares; 2026Q1: 64,185 shares; 2026Q2: 255,199 shares 255,199 $20.6M 0.3% +191,014 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 193 shares; 2025Q3: 184 shares; 2025Q4: 199 shares; 2026Q1: 1,803 shares; 2026Q2: 14,451 shares 14,451 $19.2M 0.29% +12,648 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,324 shares; 2024Q4: 43,366 shares; 2025Q1: 43,401 shares; 2025Q2: 43,437 shares; 2025Q3: 43,472 shares; 2025Q4: 42,515 shares; 2026Q1: 42,543 shares; 2026Q2: 41,335 shares 41,335 $17.6M 0.26% -1,208 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,301 shares; 2024Q4: 13,517 shares; 2025Q1: 13,822 shares; 2025Q2: 13,778 shares; 2025Q3: 13,910 shares; 2025Q4: 15,124 shares; 2026Q1: 16,357 shares; 2026Q2: 17,297 shares 17,297 $17.5M 0.26% +940 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,393 shares; 2024Q4: 209,032 shares; 2025Q1: 207,973 shares; 2025Q2: 201,193 shares; 2025Q3: 48,797 shares; 2025Q4: 48,807 shares; 2026Q1: 196,213 shares; 2026Q2: 197,095 shares 197,095 $17.3M 0.26% +882 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: 111,200 shares; 2024Q4: 114,159 shares; 2025Q1: 115,680 shares; 2025Q2: 117,205 shares; 2025Q3: 112,922 shares; 2025Q4: 107,996 shares; 2026Q1: 139,488 shares; 2026Q2: 183,905 shares 183,905 $16.1M 0.24% +44,417 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: 223,154 shares; 2024Q4: 220,543 shares; 2025Q1: 221,227 shares; 2025Q2: 219,274 shares; 2025Q3: 214,929 shares; 2025Q4: 213,840 shares; 2026Q1: 213,213 shares; 2026Q2: 214,426 shares 214,426 $15.9M 0.24% +1,213 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: 100,160 shares; 2024Q4: 100,342 shares; 2025Q1: 98,842 shares; 2025Q2: 98,812 shares; 2025Q3: 98,286 shares; 2025Q4: 96,728 shares; 2026Q1: 96,736 shares; 2026Q2: 93,339 shares 93,339 $15.6M 0.23% -3,397 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: 186,031 shares; 2024Q4: 185,730 shares; 2025Q1: 178,514 shares; 2025Q2: 176,541 shares; 2025Q3: 172,759 shares; 2025Q4: 171,848 shares; 2026Q1: 170,149 shares; 2026Q2: 170,529 shares 170,529 $15.4M 0.23% +380 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: 5,388 shares; 2024Q4: 6,190 shares; 2025Q1: 8,790 shares; 2025Q2: 8,792 shares; 2025Q3: 7,723 shares; 2025Q4: 12,312 shares; 2026Q1: 15,727 shares; 2026Q2: 26,040 shares 26,040 $15.1M 0.22% +10,313 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: not reported; 2024Q4: 115,092 shares; 2025Q1: 122,231 shares; 2025Q2: 171,301 shares; 2025Q3: 170,880 shares; 2025Q4: 163,600 shares; 2026Q1: 153,459 shares; 2026Q2: 67,639 shares 67,639 $14.9M 0.22% -85,820 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: 122,767 shares; 2024Q4: 116,871 shares; 2025Q1: 109,751 shares; 2025Q2: 110,446 shares; 2025Q3: 105,773 shares; 2025Q4: 103,929 shares; 2026Q1: 115,212 shares; 2026Q2: 114,219 shares 114,219 $14.7M 0.22% -993 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: 32,377 shares; 2024Q4: 33,184 shares; 2025Q1: 33,393 shares; 2025Q2: 33,817 shares; 2025Q3: 32,750 shares; 2025Q4: 32,958 shares; 2026Q1: 48,428 shares; 2026Q2: 48,362 shares 48,362 $14.7M 0.22% -66 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: 107,662 shares; 2024Q4: 108,850 shares; 2025Q1: 99,535 shares; 2025Q2: 107,494 shares; 2025Q3: 103,341 shares; 2025Q4: 100,880 shares; 2026Q1: 103,002 shares; 2026Q2: 97,537 shares 97,537 $14.5M 0.21% -5,465 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: 32,167 shares; 2024Q4: 32,500 shares; 2025Q1: 41,407 shares; 2025Q2: 40,841 shares; 2025Q3: 40,953 shares; 2025Q4: 38,626 shares; 2026Q1: 37,278 shares; 2026Q2: 36,369 shares 36,369 $14.4M 0.21% -909 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: 9,700 shares; 2024Q4: 9,953 shares; 2025Q1: 9,113 shares; 2025Q2: 11,423 shares; 2025Q3: 14,528 shares; 2025Q4: 19,567 shares; 2026Q1: 23,968 shares; 2026Q2: 33,146 shares 33,146 $13.9M 0.21% +9,178 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: 294,260 shares; 2024Q4: 297,472 shares; 2025Q1: 299,581 shares; 2025Q2: 298,132 shares; 2025Q3: 271,166 shares; 2025Q4: 260,133 shares; 2026Q1: 130,681 shares; 2026Q2: 86,290 shares 86,290 $13.5M 0.2% -44,391 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: 76,672 shares; 2024Q4: 75,208 shares; 2025Q1: 75,790 shares; 2025Q2: 73,666 shares; 2025Q3: 75,421 shares; 2025Q4: 74,222 shares; 2026Q1: 82,490 shares; 2026Q2: 81,532 shares 81,532 $13.5M 0.2% -958 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,397 shares; 2025Q1: 3,322 shares; 2025Q2: 3,709 shares; 2025Q3: 3,831 shares; 2025Q4: 4,353 shares; 2026Q1: 9,029 shares; 2026Q2: 11,468 shares 11,468 $13.5M 0.2% +2,439 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,944 shares; 2024Q4: 129,099 shares; 2025Q1: 127,217 shares; 2025Q2: 127,406 shares; 2025Q3: 127,286 shares; 2025Q4: 127,579 shares; 2026Q1: 193,596 shares; 2026Q2: 192,044 shares 192,044 $13.4M 0.2% -1,552 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: 26,627 shares; 2024Q4: 26,584 shares; 2025Q1: 27,123 shares; 2025Q2: 27,055 shares; 2025Q3: 26,175 shares; 2025Q4: 26,224 shares; 2026Q1: 26,592 shares; 2026Q2: 26,111 shares 26,111 $12.8M 0.19% -481 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: 146,493 shares; 2024Q4: 137,937 shares; 2025Q1: 114,471 shares; 2025Q2: 120,856 shares; 2025Q3: 119,542 shares; 2025Q4: 120,644 shares; 2026Q1: 118,559 shares; 2026Q2: 116,468 shares 116,468 $12.1M 0.18% -2,091 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: 100,528 shares; 2024Q4: 100,680 shares; 2025Q1: 58,866 shares; 2025Q2: 51,730 shares; 2025Q3: 46,366 shares; 2025Q4: 44,615 shares; 2026Q1: 43,295 shares; 2026Q2: 38,236 shares 38,236 $12M 0.18% -5,059 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,030 shares; 2024Q4: 134,507 shares; 2025Q1: 131,315 shares; 2025Q2: 131,706 shares; 2025Q3: 134,212 shares; 2025Q4: 134,476 shares; 2026Q1: 147,763 shares; 2026Q2: 134,642 shares 134,642 $11.7M 0.17% -13,121 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: 52,042 shares; 2024Q4: 51,927 shares; 2025Q1: 51,448 shares; 2025Q2: 51,041 shares; 2025Q3: 50,830 shares; 2025Q4: 50,103 shares; 2026Q1: 49,333 shares; 2026Q2: 49,220 shares 49,220 $11.6M 0.17% -113 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: 131,194 shares; 2024Q4: 140,437 shares; 2025Q1: 144,985 shares; 2025Q2: 145,364 shares; 2025Q3: 146,124 shares; 2025Q4: 145,594 shares; 2026Q1: 146,162 shares; 2026Q2: 142,872 shares 142,872 $11.6M 0.17% -3,290 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,111 shares; 2024Q4: 21,897 shares; 2025Q1: 21,850 shares; 2025Q2: 22,811 shares; 2025Q3: 23,375 shares; 2025Q4: 24,681 shares; 2026Q1: 104,819 shares; 2026Q2: 104,872 shares 104,872 $11.6M 0.17% +53 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,010 shares; 2025Q4: 120,618 shares; 2026Q1: 209,067 shares; 2026Q2: 216,691 shares 216,691 $11.1M 0.16% +7,624 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: 10,554 shares; 2024Q4: 10,795 shares; 2025Q1: 10,919 shares; 2025Q2: 11,053 shares; 2025Q3: 11,325 shares; 2025Q4: 55,037 shares; 2026Q1: 127,373 shares; 2026Q2: 109,409 shares 109,409 $10.9M 0.16% -17,964 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: 34,001 shares; 2024Q4: 46,299 shares; 2025Q1: 54,974 shares; 2025Q2: 56,856 shares; 2025Q3: 60,822 shares; 2025Q4: 67,540 shares; 2026Q1: 72,390 shares; 2026Q2: 95,014 shares 95,014 $10.8M 0.16% +22,624 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,399 shares; 2024Q4: 278,877 shares; 2025Q1: 266,003 shares; 2025Q2: 263,314 shares; 2025Q3: 252,463 shares; 2025Q4: 247,066 shares; 2026Q1: 292,533 shares; 2026Q2: 280,862 shares 280,862 $10.7M 0.16% -11,671 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares; 2026Q2: 5,371 shares 5,371 $10.6M 0.16% +2,769 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,093 shares; 2026Q2: 153,584 shares 153,584 $10.6M 0.16% +37,491 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: 666,331 shares; 2024Q4: 658,815 shares; 2025Q1: 640,928 shares; 2025Q2: 136,242 shares; 2025Q3: 132,110 shares; 2025Q4: 127,833 shares; 2026Q1: 133,394 shares; 2026Q2: 114,586 shares 114,586 $10.6M 0.16% -18,808 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,907 shares; 2024Q4: 12,707 shares; 2025Q1: 11,876 shares; 2025Q2: 18,152 shares; 2025Q3: 116,824 shares; 2025Q4: 177,145 shares; 2026Q1: 201,065 shares; 2026Q2: 217,189 shares 217,189 $10.5M 0.16% +16,124 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: 20,770 shares; 2024Q4: 20,259 shares; 2025Q1: 22,074 shares; 2025Q2: 25,425 shares; 2025Q3: 25,392 shares; 2025Q4: 178,461 shares; 2026Q1: 128,528 shares; 2026Q2: 118,234 shares 118,234 $10.4M 0.15% -10,294 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: not reported; 2024Q4: not reported; 2025Q1: 2,610 shares; 2025Q2: 3,180 shares; 2025Q3: 3,583 shares; 2025Q4: 3,778 shares; 2026Q1: 35,697 shares; 2026Q2: 39,783 shares 39,783 $10.4M 0.15% +4,086 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,071 shares; 2024Q4: 81,482 shares; 2025Q1: 79,979 shares; 2025Q2: 80,432 shares; 2025Q3: 80,301 shares; 2025Q4: 82,663 shares; 2026Q1: 84,337 shares; 2026Q2: 81,891 shares 81,891 $10.3M 0.15% -2,446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,209 shares; 2025Q4: 40,031 shares; 2026Q1: 39,920 shares; 2026Q2: 38,872 shares 38,872 $9.93M 0.15% -1,048 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,974 shares; 2024Q4: 109,404 shares; 2025Q1: 109,810 shares; 2025Q2: 109,510 shares; 2025Q3: 106,511 shares; 2025Q4: 108,484 shares; 2026Q1: 105,596 shares; 2026Q2: 101,564 shares 101,564 $9.84M 0.15% -4,032 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: 22,116 shares; 2024Q4: 22,865 shares; 2025Q1: 24,637 shares; 2025Q2: 25,692 shares; 2025Q3: 30,836 shares; 2025Q4: 32,985 shares; 2026Q1: 34,038 shares; 2026Q2: 34,493 shares 34,493 $9.7M 0.14% +455 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,516 shares; 2024Q4: 20,148 shares; 2025Q1: 38,954 shares; 2025Q2: 44,743 shares; 2025Q3: 54,972 shares; 2025Q4: 83,606 shares; 2026Q1: 99,027 shares; 2026Q2: 119,383 shares 119,383 $9.59M 0.14% +20,356 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: 24,352 shares; 2024Q4: 24,522 shares; 2025Q1: 25,985 shares; 2025Q2: 26,694 shares; 2025Q3: 27,846 shares; 2025Q4: 31,725 shares; 2026Q1: 47,729 shares; 2026Q2: 48,843 shares 48,843 $9.27M 0.14% +1,114 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: 17,925 shares; 2024Q4: 15,749 shares; 2025Q1: 23,272 shares; 2025Q2: 18,241 shares; 2025Q3: 23,264 shares; 2025Q4: 29,743 shares; 2026Q1: 35,305 shares; 2026Q2: 65,297 shares 65,297 $9.12M 0.14% +29,992 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: 28,000 shares; 2024Q4: 27,654 shares; 2025Q1: 26,066 shares; 2025Q2: 26,562 shares; 2025Q3: 25,491 shares; 2025Q4: 24,017 shares; 2026Q1: 24,533 shares; 2026Q2: 24,527 shares 24,527 $8.59M 0.13% -6 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,227 shares; 2024Q4: 184,965 shares; 2025Q1: 181,159 shares; 2025Q2: 183,624 shares; 2025Q3: 183,649 shares; 2025Q4: 196,848 shares; 2026Q1: 199,155 shares; 2026Q2: 202,261 shares 202,261 $8.48M 0.13% +3,106 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,475 shares; 2024Q4: 171,955 shares; 2025Q1: 175,563 shares; 2025Q2: 175,712 shares; 2025Q3: 180,047 shares; 2025Q4: 160,109 shares; 2026Q1: 157,971 shares; 2026Q2: 158,147 shares 158,147 $8.29M 0.12% +176 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,272 shares; 2024Q4: 76,072 shares; 2025Q1: 73,199 shares; 2025Q2: 72,320 shares; 2025Q3: 71,204 shares; 2025Q4: 70,804 shares; 2026Q1: 69,686 shares; 2026Q2: 69,620 shares 69,620 $8.23M 0.12% -66 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: 112,391 shares; 2024Q4: 94,326 shares; 2025Q1: 87,518 shares; 2025Q2: 85,911 shares; 2025Q3: 81,553 shares; 2025Q4: 77,153 shares; 2026Q1: 72,220 shares; 2026Q2: 23,823 shares 23,823 $8.2M 0.12% -48,397 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: 26,891 shares; 2024Q4: 26,487 shares; 2025Q1: 32,850 shares; 2025Q2: 32,506 shares; 2025Q3: 32,549 shares; 2025Q4: 32,282 shares; 2026Q1: 31,651 shares; 2026Q2: 29,410 shares 29,410 $7.95M 0.12% -2,241 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: 88,002 shares; 2024Q4: 89,517 shares; 2025Q1: 91,815 shares; 2025Q2: 90,511 shares; 2025Q3: 90,506 shares; 2025Q4: 91,290 shares; 2026Q1: 90,474 shares; 2026Q2: 85,594 shares 85,594 $7.77M 0.12% -4,880 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,961 shares; 2024Q4: 288,032 shares; 2025Q1: 26,423 shares; 2025Q2: 26,424 shares; 2025Q3: 16,276 shares; 2025Q4: 218,727 shares; 2026Q1: 218,283 shares; 2026Q2: 214,633 shares 214,633 $7.56M 0.11% -3,650 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: 235,695 shares; 2024Q4: 416,488 shares; 2025Q1: 356,623 shares; 2025Q2: 337,417 shares; 2025Q3: 321,649 shares; 2025Q4: 308,653 shares; 2026Q1: 298,800 shares; 2026Q2: 294,425 shares 294,425 $7.51M 0.11% -4,375 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,882 shares; 2024Q4: 161,305 shares; 2025Q1: 200,216 shares; 2025Q2: 230,327 shares; 2025Q3: 266,685 shares; 2025Q4: 364,735 shares; 2026Q1: 380,441 shares; 2026Q2: 396,855 shares 396,855 $7.35M 0.11% +16,414 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: 13,873 shares; 2024Q4: 17,791 shares; 2025Q1: 18,268 shares; 2025Q2: 18,160 shares; 2025Q3: 19,533 shares; 2025Q4: 19,449 shares; 2026Q1: 19,324 shares; 2026Q2: 19,459 shares 19,459 $7.2M 0.11% +135 Timeline TFI 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: 168,541 shares; 2024Q4: 168,137 shares; 2025Q1: 157,674 shares; 2025Q2: 197,508 shares; 2025Q3: 169,276 shares; 2025Q4: 163,498 shares; 2026Q1: 163,072 shares; 2026Q2: 154,646 shares 154,646 $7.08M 0.11% -8,426 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: 5,230 shares; 2024Q4: 7,389 shares; 2025Q1: 9,918 shares; 2025Q2: 9,132 shares; 2025Q3: 9,273 shares; 2025Q4: 10,414 shares; 2026Q1: 24,312 shares; 2026Q2: 25,805 shares 25,805 $7.02M 0.1% +1,493 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: 13,909 shares; 2024Q4: 13,721 shares; 2025Q1: 15,078 shares; 2025Q2: 15,165 shares; 2025Q3: 15,492 shares; 2025Q4: 14,368 shares; 2026Q1: 15,339 shares; 2026Q2: 16,074 shares 16,074 $6.85M 0.1% +735 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,987 shares; 2024Q4: 55,607 shares; 2025Q1: 61,751 shares; 2025Q2: 59,037 shares; 2025Q3: 58,942 shares; 2025Q4: 58,674 shares; 2026Q1: 79,881 shares; 2026Q2: 79,742 shares 79,742 $6.83M 0.1% -139 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,334 shares; 2024Q4: 10,270 shares; 2025Q1: 11,582 shares; 2025Q2: 11,619 shares; 2025Q3: 10,043 shares; 2025Q4: 9,197 shares; 2026Q1: 82,682 shares; 2026Q2: 82,109 shares 82,109 $6.82M 0.1% -573 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: 43,588 shares; 2024Q4: 44,235 shares; 2025Q1: 44,406 shares; 2025Q2: 45,536 shares; 2025Q3: 45,864 shares; 2025Q4: 46,904 shares; 2026Q1: 47,158 shares; 2026Q2: 47,364 shares 47,364 $6.78M 0.1% +206 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,002 shares; 2024Q4: 96,577 shares; 2025Q1: 96,505 shares; 2025Q2: 96,293 shares; 2025Q3: 96,971 shares; 2025Q4: 95,402 shares; 2026Q1: 80,608 shares; 2026Q2: 80,524 shares 80,524 $6.74M 0.1% -84 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: 1,998 shares; 2024Q4: 2,102 shares; 2025Q1: 2,347 shares; 2025Q2: 2,370 shares; 2025Q3: 2,510 shares; 2025Q4: 2,742 shares; 2026Q1: 5,039 shares; 2026Q2: 6,609 shares 6,609 $6.46M 0.1% +1,570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,731 shares; 2026Q1: 13,703 shares; 2026Q2: 26,447 shares 26,447 $6.28M 0.09% +12,744 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: 11,257 shares; 2024Q4: 12,139 shares; 2025Q1: 12,008 shares; 2025Q2: 11,721 shares; 2025Q3: 12,020 shares; 2025Q4: 12,277 shares; 2026Q1: 12,359 shares; 2026Q2: 49,789 shares 49,789 $6.18M 0.09% +37,430 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,846 shares; 2024Q4: 407,541 shares; 2025Q1: 395,126 shares; 2025Q2: 393,926 shares; 2025Q3: 392,331 shares; 2025Q4: 355,135 shares; 2026Q1: 340,481 shares; 2026Q2: 335,922 shares 335,922 $5.96M 0.09% -4,559 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,807 shares; 2026Q1: 2,416 shares; 2026Q2: 40,286 shares 40,286 $5.9M 0.09% +37,870 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,566 shares; 2024Q4: 193,596 shares; 2025Q1: 189,635 shares; 2025Q2: 187,775 shares; 2025Q3: 169,479 shares; 2025Q4: 168,034 shares; 2026Q1: 58,474 shares; 2026Q2: 64,378 shares 64,378 $5.83M 0.09% +5,904 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: 12,905 shares; 2024Q4: 12,064 shares; 2025Q1: 13,017 shares; 2025Q2: 13,024 shares; 2025Q3: 12,909 shares; 2025Q4: 14,490 shares; 2026Q1: 15,792 shares; 2026Q2: 15,578 shares 15,578 $5.82M 0.09% -214 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,472 shares; 2024Q4: 26,398 shares; 2025Q1: 25,536 shares; 2025Q2: 25,233 shares; 2025Q3: 25,803 shares; 2025Q4: 26,251 shares; 2026Q1: 26,154 shares; 2026Q2: 42,726 shares 42,726 $5.75M 0.09% +16,572 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: 55,668 shares; 2024Q4: 65,404 shares; 2025Q1: 47,526 shares; 2025Q2: 52,230 shares; 2025Q3: 74,027 shares; 2025Q4: 92,622 shares; 2026Q1: 58,992 shares; 2026Q2: 59,970 shares 59,970 $5.5M 0.08% +978 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: 14,024 shares; 2024Q4: 15,310 shares; 2025Q1: 15,551 shares; 2025Q2: 16,264 shares; 2025Q3: 15,668 shares; 2025Q4: 31,716 shares; 2026Q1: 31,584 shares; 2026Q2: 28,790 shares 28,790 $5.49M 0.08% -2,794 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: 3,289 shares; 2024Q4: 4,808 shares; 2025Q1: 5,603 shares; 2025Q2: 6,740 shares; 2025Q3: 6,835 shares; 2025Q4: 8,036 shares; 2026Q1: 9,160 shares; 2026Q2: 11,343 shares 11,343 $5.42M 0.08% +2,183 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: 11,069 shares; 2024Q4: 11,269 shares; 2025Q1: 13,291 shares; 2025Q2: 13,180 shares; 2025Q3: 13,631 shares; 2025Q4: 14,113 shares; 2026Q1: 14,115 shares; 2026Q2: 14,761 shares 14,761 $5.4M 0.08% +646 Timeline BOTZ 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: 83,489 shares; 2024Q4: 84,672 shares; 2025Q1: 94,997 shares; 2025Q2: 97,804 shares; 2025Q3: 96,554 shares; 2025Q4: 102,877 shares; 2026Q1: 143,823 shares; 2026Q2: 141,940 shares 141,940 $5.39M 0.08% -1,883 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: 53,862 shares; 2024Q4: 52,349 shares; 2025Q1: 46,520 shares; 2025Q2: 46,251 shares; 2025Q3: 48,494 shares; 2025Q4: 48,947 shares; 2026Q1: 48,555 shares; 2026Q2: 46,910 shares 46,910 $5.36M 0.08% -1,645 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 2,927 shares; 2025Q2: 8,795 shares; 2025Q3: 8,615 shares; 2025Q4: 8,005 shares; 2026Q1: 7,721 shares; 2026Q2: 7,419 shares 7,419 $5.22M 0.08% -302 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: 5,181 shares; 2024Q4: 7,368 shares; 2025Q1: 8,265 shares; 2025Q2: 8,109 shares; 2025Q3: 9,575 shares; 2025Q4: 11,475 shares; 2026Q1: 11,418 shares; 2026Q2: 12,668 shares 12,668 $5.19M 0.08% +1,250 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: 59,682 shares; 2024Q4: 179,063 shares; 2025Q1: 191,465 shares; 2025Q2: 191,382 shares; 2025Q3: 192,615 shares; 2025Q4: 192,604 shares; 2026Q1: 192,626 shares; 2026Q2: 179,026 shares 179,026 $5.18M 0.08% -13,600 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: 10,515 shares; 2024Q4: 10,485 shares; 2025Q1: 10,773 shares; 2025Q2: 10,652 shares; 2025Q3: 13,448 shares; 2025Q4: 14,109 shares; 2026Q1: 14,602 shares; 2026Q2: 14,249 shares 14,249 $5.16M 0.08% -353 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: 15,542 shares; 2024Q4: 15,572 shares; 2025Q1: 16,665 shares; 2025Q2: 17,374 shares; 2025Q3: 17,707 shares; 2025Q4: 16,744 shares; 2026Q1: 17,066 shares; 2026Q2: 16,864 shares 16,864 $5.07M 0.08% -202 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: 226,111 shares; 2024Q4: 216,009 shares; 2025Q1: 211,526 shares; 2025Q2: 208,035 shares; 2025Q3: 200,105 shares; 2025Q4: 167,370 shares; 2026Q1: 215,528 shares; 2026Q2: 205,887 shares 205,887 $5.05M 0.07% -9,641 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: 18,220 shares; 2024Q4: 18,723 shares; 2025Q1: 18,613 shares; 2025Q2: 19,279 shares; 2025Q3: 19,804 shares; 2025Q4: 22,720 shares; 2026Q1: 25,196 shares; 2026Q2: 25,730 shares 25,730 $4.65M 0.07% +534 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: 37,017 shares; 2024Q4: 40,277 shares; 2025Q1: 64,030 shares; 2025Q2: 63,546 shares; 2025Q3: 64,172 shares; 2025Q4: 59,303 shares; 2026Q1: 55,228 shares; 2026Q2: 55,249 shares 55,249 $4.57M 0.07% +21 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: 252,446 shares; 2024Q4: 117,186 shares; 2025Q1: 74,743 shares; 2025Q2: 64,714 shares; 2025Q3: 62,846 shares; 2025Q4: 44,820 shares; 2026Q1: 42,569 shares; 2026Q2: 47,229 shares 47,229 $4.55M 0.07% +4,660 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: 18,422 shares; 2024Q4: 18,352 shares; 2025Q1: 26,083 shares; 2025Q2: 25,179 shares; 2025Q3: 25,119 shares; 2025Q4: 27,119 shares; 2026Q1: 24,826 shares; 2026Q2: 25,392 shares 25,392 $4.54M 0.07% +566 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: 5,671 shares; 2024Q4: 6,167 shares; 2025Q1: 6,869 shares; 2025Q2: 7,332 shares; 2025Q3: 8,017 shares; 2025Q4: 14,267 shares; 2026Q1: 13,277 shares; 2026Q2: 13,333 shares 13,333 $4.51M 0.07% +56 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,663 shares; 2024Q4: 2,043 shares; 2025Q1: 2,580 shares; 2025Q2: 2,947 shares; 2025Q3: 3,114 shares; 2025Q4: 3,640 shares; 2026Q1: 39,548 shares; 2026Q2: 17,055 shares 17,055 $4.45M 0.07% -22,493 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,897 shares; 2024Q4: 43,800 shares; 2025Q1: 43,074 shares; 2025Q2: 42,927 shares; 2025Q3: 42,680 shares; 2025Q4: 42,683 shares; 2026Q1: 42,290 shares; 2026Q2: 41,992 shares 41,992 $4.35M 0.06% -298 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,090 shares; 2024Q4: 30,055 shares; 2025Q1: 29,908 shares; 2025Q2: 27,017 shares; 2025Q3: 25,895 shares; 2025Q4: 24,543 shares; 2026Q1: 24,050 shares; 2026Q2: 24,152 shares 24,152 $4.34M 0.06% +102 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: 1,708 shares; 2024Q4: 1,710 shares; 2025Q1: 1,664 shares; 2025Q2: 1,249 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 14,400 shares; 2026Q2: 14,400 shares 14,400 $4.31M 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,176 shares; 2024Q4: 34,370 shares; 2025Q1: 35,623 shares; 2025Q2: 35,796 shares; 2025Q3: 34,168 shares; 2025Q4: 39,520 shares; 2026Q1: 41,837 shares; 2026Q2: 45,546 shares 45,546 $4.18M 0.06% +3,709 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: 323,258 shares; 2024Q4: 310,057 shares; 2025Q1: 296,208 shares; 2025Q2: 212,088 shares; 2025Q3: 64,986 shares; 2025Q4: 86,250 shares; 2026Q1: 81,349 shares; 2026Q2: 77,316 shares 77,316 $4.11M 0.06% -4,033 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: 787 shares; 2024Q4: 3,654 shares; 2025Q1: 3,843 shares; 2025Q2: 3,865 shares; 2025Q3: 6,079 shares; 2025Q4: 6,100 shares; 2026Q1: 4,507 shares; 2026Q2: 5,334 shares 5,334 $4.07M 0.06% +827 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: 52,898 shares; 2024Q4: 51,550 shares; 2025Q1: 48,254 shares; 2025Q2: 47,355 shares; 2025Q3: 45,575 shares; 2025Q4: 45,284 shares; 2026Q1: 42,582 shares; 2026Q2: 42,051 shares 42,051 $4.06M 0.06% -531 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: 29,791 shares; 2024Q4: 44,239 shares; 2025Q1: 46,985 shares; 2025Q2: 51,630 shares; 2025Q3: 48,655 shares; 2025Q4: 18,395 shares; 2026Q1: 17,327 shares; 2026Q2: 18,301 shares 18,301 $4.02M 0.06% +974 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: 45,693 shares; 2024Q4: 43,309 shares; 2025Q1: 46,967 shares; 2025Q2: 45,287 shares; 2025Q3: 44,105 shares; 2025Q4: 44,538 shares; 2026Q1: 42,841 shares; 2026Q2: 39,146 shares 39,146 $4M 0.06% -3,695 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: 12,151 shares; 2024Q4: 12,830 shares; 2025Q1: 13,110 shares; 2025Q2: 16,155 shares; 2025Q3: 16,684 shares; 2025Q4: 17,511 shares; 2026Q1: 18,571 shares; 2026Q2: 18,879 shares 18,879 $3.95M 0.06% +308 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,253 shares; 2024Q4: 16,515 shares; 2025Q1: 17,235 shares; 2025Q2: 16,654 shares; 2025Q3: 15,868 shares; 2025Q4: 16,111 shares; 2026Q1: 16,505 shares; 2026Q2: 14,147 shares 14,147 $3.94M 0.06% -2,358 Timeline PSP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares; 2026Q2: 70,000 shares 70,000 $3.9M 0.06% 0 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: 5,045 shares; 2024Q4: 5,191 shares; 2025Q1: 5,217 shares; 2025Q2: 5,256 shares; 2025Q3: 6,132 shares; 2025Q4: 6,812 shares; 2026Q1: 6,983 shares; 2026Q2: 43,632 shares 43,632 $3.76M 0.06% +36,649 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: 78,451 shares; 2024Q4: 76,443 shares; 2025Q1: 73,588 shares; 2025Q2: 74,603 shares; 2025Q3: 72,953 shares; 2025Q4: 68,550 shares; 2026Q1: 67,439 shares; 2026Q2: 64,056 shares 64,056 $3.7M 0.05% -3,383 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: 9,980 shares; 2024Q4: 9,990 shares; 2025Q1: 11,699 shares; 2025Q2: 11,455 shares; 2025Q3: 11,192 shares; 2025Q4: 11,212 shares; 2026Q1: 11,213 shares; 2026Q2: 12,063 shares 12,063 $3.69M 0.05% +850 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: 12,643 shares; 2024Q4: 13,880 shares; 2025Q1: 13,859 shares; 2025Q2: 13,890 shares; 2025Q3: 14,517 shares; 2025Q4: 17,045 shares; 2026Q1: 16,649 shares; 2026Q2: 16,619 shares 16,619 $3.62M 0.05% -30 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: 5,678 shares; 2024Q4: 5,799 shares; 2025Q1: 10,275 shares; 2025Q2: 10,043 shares; 2025Q3: 9,151 shares; 2025Q4: 8,003 shares; 2026Q1: 7,756 shares; 2026Q2: 7,184 shares 7,184 $3.57M 0.05% -572 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,916 shares; 2025Q2: 51,634 shares; 2025Q3: 52,811 shares; 2025Q4: 54,188 shares; 2026Q1: 52,956 shares; 2026Q2: 52,305 shares 52,305 $3.53M 0.05% -651 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: 2,778 shares; 2024Q4: 2,616 shares; 2025Q1: 2,342 shares; 2025Q2: 1,609 shares; 2025Q3: 2,086 shares; 2025Q4: 3,496 shares; 2026Q1: 2,631 shares; 2026Q2: 11,608 shares 11,608 $3.52M 0.05% +8,977 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: 18,603 shares; 2024Q4: 18,236 shares; 2025Q1: 18,763 shares; 2025Q2: 19,037 shares; 2025Q3: 19,190 shares; 2025Q4: 20,520 shares; 2026Q1: 21,369 shares; 2026Q2: 20,671 shares 20,671 $3.51M 0.05% -698 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: 9,008 shares; 2024Q4: 11,637 shares; 2025Q1: 11,396 shares; 2025Q2: 10,835 shares; 2025Q3: 10,197 shares; 2025Q4: 9,732 shares; 2026Q1: 19,658 shares; 2026Q2: 18,733 shares 18,733 $3.47M 0.05% -925 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: 3,586 shares; 2024Q4: 3,930 shares; 2025Q1: 3,739 shares; 2025Q2: 3,709 shares; 2025Q3: 3,887 shares; 2025Q4: 3,898 shares; 2026Q1: 3,627 shares; 2026Q2: 29,013 shares 29,013 $3.47M 0.05% +25,386 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: 64,294 shares; 2024Q4: 63,593 shares; 2025Q1: 58,732 shares; 2025Q2: 60,172 shares; 2025Q3: 60,485 shares; 2025Q4: 60,721 shares; 2026Q1: 62,028 shares; 2026Q2: 61,685 shares 61,685 $3.45M 0.05% -343 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,197 shares; 2024Q4: 87,438 shares; 2025Q1: 89,939 shares; 2025Q2: 89,392 shares; 2025Q3: 128,977 shares; 2025Q4: 50,241 shares; 2026Q1: 17,309 shares; 2026Q2: 10,183 shares 10,183 $3.45M 0.05% -7,126 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,403 shares; 2024Q4: 95,141 shares; 2025Q1: 95,141 shares; 2025Q2: 97,160 shares; 2025Q3: 97,160 shares; 2025Q4: 94,221 shares; 2026Q1: 94,221 shares; 2026Q2: 94,221 shares 94,221 $3.44M 0.05% 0 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: 3,878 shares; 2024Q4: 4,147 shares; 2025Q1: 5,357 shares; 2025Q2: 4,419 shares; 2025Q3: 5,127 shares; 2025Q4: 5,898 shares; 2026Q1: 5,530 shares; 2026Q2: 8,258 shares 8,258 $3.43M 0.05% +2,728 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: 3,027 shares; 2024Q4: 3,217 shares; 2025Q1: 3,759 shares; 2025Q2: 3,954 shares; 2025Q3: 4,314 shares; 2025Q4: 41,217 shares; 2026Q1: 50,531 shares; 2026Q2: 47,291 shares 47,291 $3.38M 0.05% -3,240 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826,390 shares; 2024Q4: 826,390 shares; 2025Q1: 826,390 shares; 2025Q2: 826,390 shares; 2025Q3: 826,390 shares; 2025Q4: 819,090 shares; 2026Q1: 819,090 shares; 2026Q2: 819,090 shares 819,090 $3.37M 0.05% 0 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,280 shares; 2024Q4: 101,730 shares; 2025Q1: 100,730 shares; 2025Q2: 100,729 shares; 2025Q3: 100,644 shares; 2025Q4: 100,131 shares; 2026Q1: 100,086 shares; 2026Q2: 100,274 shares 100,274 $3.35M 0.05% +188 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: 134,515 shares; 2024Q4: 137,897 shares; 2025Q1: 136,149 shares; 2025Q2: 143,000 shares; 2025Q3: 143,348 shares; 2025Q4: 139,928 shares; 2026Q1: 145,322 shares; 2026Q2: 137,811 shares 137,811 $3.32M 0.05% -7,511 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567,762 shares; 2024Q4: 569,234 shares; 2025Q1: 487,779 shares; 2025Q2: 474,778 shares; 2025Q3: 481,155 shares; 2025Q4: 315,543 shares; 2026Q1: 146,927 shares; 2026Q2: 65,018 shares 65,018 $3.28M 0.05% -81,909 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,884 shares; 2024Q4: 65,884 shares; 2025Q1: 65,884 shares; 2025Q2: 67,660 shares; 2025Q3: 68,668 shares; 2025Q4: 63,798 shares; 2026Q1: 63,786 shares; 2026Q2: 63,576 shares 63,576 $3.2M 0.05% -210 Timeline SHM 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: 49,675 shares; 2024Q4: 63,348 shares; 2025Q1: 71,714 shares; 2025Q2: 79,921 shares; 2025Q3: 85,801 shares; 2025Q4: 80,192 shares; 2026Q1: 69,941 shares; 2026Q2: 66,577 shares 66,577 $3.19M 0.05% -3,364 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,619 shares; 2024Q4: 10,098 shares; 2025Q1: 10,776 shares; 2025Q2: 10,894 shares; 2025Q3: 10,828 shares; 2025Q4: 10,910 shares; 2026Q1: 13,665 shares; 2026Q2: 13,990 shares 13,990 $3.18M 0.05% +325 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: 9,015 shares; 2024Q4: 9,056 shares; 2025Q1: 9,035 shares; 2025Q2: 8,842 shares; 2025Q3: 8,837 shares; 2025Q4: 8,905 shares; 2026Q1: 8,730 shares; 2026Q2: 9,082 shares 9,082 $3.11M 0.05% +352 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,921 shares; 2024Q4: 542,425 shares; 2025Q1: 115,911 shares; 2025Q2: 81,675 shares; 2025Q3: 65,175 shares; 2025Q4: 56,885 shares; 2026Q1: 56,048 shares; 2026Q2: 50,707 shares 50,707 $3.1M 0.05% -5,341 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,625 shares; 2024Q4: 33,603 shares; 2025Q1: 33,112 shares; 2025Q2: 35,151 shares; 2025Q3: 34,931 shares; 2025Q4: 26,714 shares; 2026Q1: 27,186 shares; 2026Q2: 27,896 shares 27,896 $3.06M 0.05% +710 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,807 shares; 2024Q4: 10,988 shares; 2025Q1: 20,676 shares; 2025Q2: 19,844 shares; 2025Q3: 19,229 shares; 2025Q4: 19,229 shares; 2026Q1: 19,910 shares; 2026Q2: 19,830 shares 19,830 $3.06M 0.05% -80 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares; 2026Q2: 1,320 shares 1,320 $3M 0.04% +165 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: 19,795 shares; 2024Q4: 22,881 shares; 2025Q1: 25,370 shares; 2025Q2: 30,059 shares; 2025Q3: 42,771 shares; 2025Q4: 41,006 shares; 2026Q1: 137,685 shares; 2026Q2: 141,621 shares 141,621 $2.93M 0.04% +3,936 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: 9,558 shares; 2024Q4: 9,473 shares; 2025Q1: 10,818 shares; 2025Q2: 10,780 shares; 2025Q3: 9,958 shares; 2025Q4: 13,286 shares; 2026Q1: 18,258 shares; 2026Q2: 19,999 shares 19,999 $2.8M 0.04% +1,741 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,178 shares; 2026Q2: 36,651 shares 36,651 $2.79M 0.04% +8,473 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: 215,909 shares; 2024Q4: 216,024 shares; 2025Q1: 208,035 shares; 2025Q2: 202,989 shares; 2025Q3: 176,950 shares; 2025Q4: 141,481 shares; 2026Q1: 101,189 shares; 2026Q2: 22,291 shares 22,291 $2.77M 0.04% -78,898 Timeline SMTH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,385 shares; 2025Q3: 48,432 shares; 2025Q4: 77,075 shares; 2026Q1: 91,161 shares; 2026Q2: 107,036 shares 107,036 $2.76M 0.04% +15,875 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: 15,776 shares; 2024Q4: 16,920 shares; 2025Q1: 16,838 shares; 2025Q2: 22,258 shares; 2025Q3: 19,200 shares; 2025Q4: 18,678 shares; 2026Q1: 18,115 shares; 2026Q2: 17,096 shares 17,096 $2.71M 0.04% -1,019 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: 5,464 shares; 2024Q4: 11,642 shares; 2025Q1: 16,662 shares; 2025Q2: 18,280 shares; 2025Q3: 20,466 shares; 2025Q4: 23,773 shares; 2026Q1: 23,459 shares; 2026Q2: 23,118 shares 23,118 $2.7M 0.04% -341 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 1,204 shares; 2026Q1: 1,415 shares; 2026Q2: 2,786 shares 2,786 $2.69M 0.04% +1,371 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: 20,794 shares; 2024Q4: 20,245 shares; 2025Q1: 22,598 shares; 2025Q2: 22,052 shares; 2025Q3: 21,365 shares; 2025Q4: 19,159 shares; 2026Q1: 18,425 shares; 2026Q2: 16,431 shares 16,431 $2.69M 0.04% -1,994 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: 4,533 shares; 2024Q4: 4,762 shares; 2025Q1: 4,837 shares; 2025Q2: 4,991 shares; 2025Q3: 4,881 shares; 2025Q4: 5,110 shares; 2026Q1: 5,399 shares; 2026Q2: 5,226 shares 5,226 $2.66M 0.04% -173 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,242 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 4,134 shares; 2026Q2: 4,134 shares 4,134 $2.65M 0.04% 0 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: 2,761 shares; 2024Q4: 2,895 shares; 2025Q1: 3,118 shares; 2025Q2: 3,251 shares; 2025Q3: 2,362 shares; 2025Q4: 3,145 shares; 2026Q1: 4,048 shares; 2026Q2: 4,171 shares 4,171 $2.65M 0.04% +123 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,416 shares; 2024Q4: 58,757 shares; 2025Q1: 52,557 shares; 2025Q2: 51,532 shares; 2025Q3: 46,861 shares; 2025Q4: 46,026 shares; 2026Q1: 45,376 shares; 2026Q2: 42,416 shares 42,416 $2.64M 0.04% -2,960 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: 12,176 shares; 2024Q4: 14,497 shares; 2025Q1: 14,957 shares; 2025Q2: 15,912 shares; 2025Q3: 17,340 shares; 2025Q4: 18,243 shares; 2026Q1: 19,860 shares; 2026Q2: 20,797 shares 20,797 $2.63M 0.04% +937 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,121 shares; 2024Q4: 76,741 shares; 2025Q1: 76,336 shares; 2025Q2: 75,168 shares; 2025Q3: 71,600 shares; 2025Q4: 167,209 shares; 2026Q1: 172,477 shares; 2026Q2: 144,690 shares 144,690 $2.62M 0.04% -27,787 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,284 shares; 2024Q4: 16,868 shares; 2025Q1: 15,726 shares; 2025Q2: 14,419 shares; 2025Q3: 14,061 shares; 2025Q4: 14,211 shares; 2026Q1: 13,886 shares; 2026Q2: 13,751 shares 13,751 $2.62M 0.04% -135 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: 1,779 shares; 2024Q4: 1,723 shares; 2025Q1: 2,607 shares; 2025Q2: 2,561 shares; 2025Q3: 3,150 shares; 2025Q4: 3,038 shares; 2026Q1: 4,426 shares; 2026Q2: 4,999 shares 4,999 $2.59M 0.04% +573 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: 11,959 shares; 2024Q4: 12,220 shares; 2025Q1: 12,647 shares; 2025Q2: 13,213 shares; 2025Q3: 13,496 shares; 2025Q4: 13,431 shares; 2026Q1: 13,745 shares; 2026Q2: 13,956 shares 13,956 $2.51M 0.04% +211 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,482 shares; 2024Q4: 39,909 shares; 2025Q1: 38,349 shares; 2025Q2: 39,672 shares; 2025Q3: 38,484 shares; 2025Q4: 30,210 shares; 2026Q1: 28,217 shares; 2026Q2: 27,424 shares 27,424 $2.47M 0.04% -793 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,968 shares; 2025Q4: 10,990 shares; 2026Q1: 10,910 shares; 2026Q2: 3,866 shares 3,866 $2.47M 0.04% -7,044 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,303 shares; 2024Q4: 50,363 shares; 2025Q1: 50,337 shares; 2025Q2: 43,338 shares; 2025Q3: 43,499 shares; 2025Q4: 47,156 shares; 2026Q1: 49,336 shares; 2026Q2: 48,125 shares 48,125 $2.45M 0.04% -1,211 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: 591 shares; 2024Q4: 727 shares; 2025Q1: 679 shares; 2025Q2: 643 shares; 2025Q3: 754 shares; 2025Q4: 948 shares; 2026Q1: 1,087 shares; 2026Q2: 1,226 shares 1,226 $2.44M 0.04% +139 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: 18,972 shares; 2024Q4: 19,380 shares; 2025Q1: 20,033 shares; 2025Q2: 18,165 shares; 2025Q3: 17,519 shares; 2025Q4: 19,793 shares; 2026Q1: 22,152 shares; 2026Q2: 23,110 shares 23,110 $2.39M 0.04% +958 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: 3,315 shares; 2024Q4: 3,435 shares; 2025Q1: 3,854 shares; 2025Q2: 4,203 shares; 2025Q3: 4,662 shares; 2025Q4: 5,487 shares; 2026Q1: 5,654 shares; 2026Q2: 6,689 shares 6,689 $2.37M 0.04% +1,035 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,295 shares; 2024Q4: 95,316 shares; 2025Q1: 131,037 shares; 2025Q2: 112,612 shares; 2025Q3: 131,634 shares; 2025Q4: 117,465 shares; 2026Q1: 80,051 shares; 2026Q2: 12,148 shares 12,148 $2.35M 0.03% -67,903 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: 4,997 shares; 2024Q4: 6,383 shares; 2025Q1: 5,201 shares; 2025Q2: 6,245 shares; 2025Q3: 6,715 shares; 2025Q4: 6,700 shares; 2026Q1: 6,679 shares; 2026Q2: 6,283 shares 6,283 $2.31M 0.03% -396 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: 23,454 shares; 2024Q4: 28,348 shares; 2025Q1: 26,630 shares; 2025Q2: 26,615 shares; 2025Q3: 25,047 shares; 2025Q4: 25,786 shares; 2026Q1: 31,917 shares; 2026Q2: 32,304 shares 32,304 $2.3M 0.03% +387 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: 18,138 shares; 2024Q4: 18,871 shares; 2025Q1: 18,232 shares; 2025Q2: 17,422 shares; 2025Q3: 17,422 shares; 2025Q4: 16,401 shares; 2026Q1: 16,390 shares; 2026Q2: 16,655 shares 16,655 $2.29M 0.03% +265 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: 2,906 shares; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,494 shares; 2026Q1: 9,494 shares; 2026Q2: 9,419 shares 9,419 $2.29M 0.03% -75 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: 1,805 shares; 2024Q4: 1,930 shares; 2025Q1: 2,024 shares; 2025Q2: 2,331 shares; 2025Q3: 2,539 shares; 2025Q4: 2,854 shares; 2026Q1: 3,049 shares; 2026Q2: 3,208 shares 3,208 $2.29M 0.03% +159 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: 9,738 shares; 2024Q4: 9,745 shares; 2025Q1: 9,610 shares; 2025Q2: 6,125 shares; 2025Q3: 6,251 shares; 2025Q4: 6,429 shares; 2026Q1: 7,302 shares; 2026Q2: 6,648 shares 6,648 $2.2M 0.03% -654 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: 2,670 shares; 2024Q4: 2,951 shares; 2025Q1: 3,410 shares; 2025Q2: 2,943 shares; 2025Q3: 3,076 shares; 2025Q4: 3,315 shares; 2026Q1: 4,660 shares; 2026Q2: 5,098 shares 5,098 $2.2M 0.03% +438 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: 19,052 shares; 2024Q4: 19,052 shares; 2025Q1: 17,622 shares; 2025Q2: 17,806 shares; 2025Q3: 17,806 shares; 2025Q4: 18,625 shares; 2026Q1: 18,625 shares; 2026Q2: 18,585 shares 18,585 $2.18M 0.03% -40 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,023 shares; 2024Q4: 15,019 shares; 2025Q1: 15,045 shares; 2025Q2: 15,108 shares; 2025Q3: 15,097 shares; 2025Q4: 15,152 shares; 2026Q1: 15,208 shares; 2026Q2: 15,212 shares 15,212 $2.18M 0.03% +4 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: 27,434 shares; 2024Q4: 26,407 shares; 2025Q1: 29,898 shares; 2025Q2: 36,639 shares; 2025Q3: 36,005 shares; 2025Q4: 35,467 shares; 2026Q1: 27,292 shares; 2026Q2: 27,937 shares 27,937 $2.18M 0.03% +645 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,211 shares; 2024Q4: 14,231 shares; 2025Q1: 14,314 shares; 2025Q2: 14,218 shares; 2025Q3: 14,273 shares; 2025Q4: 14,339 shares; 2026Q1: 14,268 shares; 2026Q2: 14,257 shares 14,257 $2.15M 0.03% -11 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: 19,407 shares; 2024Q4: 20,972 shares; 2025Q1: 21,627 shares; 2025Q2: 21,705 shares; 2025Q3: 22,372 shares; 2025Q4: 22,944 shares; 2026Q1: 27,015 shares; 2026Q2: 29,799 shares 29,799 $2.14M 0.03% +2,784 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: 55,321 shares; 2024Q4: 58,550 shares; 2025Q1: 61,171 shares; 2025Q2: 62,314 shares; 2025Q3: 62,552 shares; 2025Q4: 63,171 shares; 2026Q1: 59,699 shares; 2026Q2: 63,862 shares 63,862 $2.14M 0.03% +4,163 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: 4,432 shares; 2024Q4: 4,524 shares; 2025Q1: 4,634 shares; 2025Q2: 4,855 shares; 2025Q3: 5,011 shares; 2025Q4: 5,918 shares; 2026Q1: 5,839 shares; 2026Q2: 5,312 shares 5,312 $2.11M 0.03% -527 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: 7,707 shares; 2024Q4: 8,106 shares; 2025Q1: 8,421 shares; 2025Q2: 7,968 shares; 2025Q3: 8,154 shares; 2025Q4: 8,263 shares; 2026Q1: 8,475 shares; 2026Q2: 8,691 shares 8,691 $2.1M 0.03% +216 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,280 shares; 2024Q4: 4,301 shares; 2025Q1: 4,467 shares; 2025Q2: 4,860 shares; 2025Q3: 5,019 shares; 2025Q4: 5,051 shares; 2026Q1: 5,411 shares; 2026Q2: 5,055 shares 5,055 $2.1M 0.03% -356 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 3,775 shares; 2025Q1: 3,791 shares; 2025Q2: 3,814 shares; 2025Q3: 3,910 shares; 2025Q4: 4,494 shares; 2026Q1: 4,575 shares; 2026Q2: 5,145 shares 5,145 $2.07M 0.03% +570 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: 5,353 shares; 2025Q1: 5,278 shares; 2025Q2: 6,930 shares; 2025Q3: 8,851 shares; 2025Q4: 8,849 shares; 2026Q1: 11,578 shares; 2026Q2: 12,182 shares 12,182 $2.07M 0.03% +604 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: 877 shares; 2024Q4: 1,017 shares; 2025Q1: 1,852 shares; 2025Q2: 1,992 shares; 2025Q3: 2,208 shares; 2025Q4: 2,450 shares; 2026Q1: 2,559 shares; 2026Q2: 2,129 shares 2,129 $2.05M 0.03% -430 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: 11,267 shares; 2024Q4: 11,713 shares; 2025Q1: 11,932 shares; 2025Q2: 12,478 shares; 2025Q3: 12,323 shares; 2025Q4: 15,714 shares; 2026Q1: 17,166 shares; 2026Q2: 15,344 shares 15,344 $2M 0.03% -1,822 Timeline IT GARTNER INC More: the full row for GARTNER 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: 4,265 shares; 2025Q4: 17,022 shares; 2026Q1: 15,129 shares; 2026Q2: 15,251 shares 15,251 $1.98M 0.03% +122 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,941 shares; 2025Q2: 128,918 shares; 2025Q3: 128,934 shares; 2025Q4: 128,937 shares; 2026Q1: 128,927 shares; 2026Q2: 128,408 shares 128,408 $1.94M 0.03% -519 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,721 shares; 2024Q4: 19,694 shares; 2025Q1: 19,825 shares; 2025Q2: 19,927 shares; 2025Q3: 20,046 shares; 2025Q4: 20,399 shares; 2026Q1: 20,822 shares; 2026Q2: 21,691 shares 21,691 $1.93M 0.03% +869 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: 1,905 shares; 2024Q4: 4,548 shares; 2025Q1: 2,395 shares; 2025Q2: 2,657 shares; 2025Q3: 2,879 shares; 2025Q4: 4,032 shares; 2026Q1: 4,841 shares; 2026Q2: 5,583 shares 5,583 $1.9M 0.03% +742 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: 8,735 shares; 2024Q4: 8,800 shares; 2025Q1: 9,153 shares; 2025Q2: 9,163 shares; 2025Q3: 10,048 shares; 2025Q4: 10,853 shares; 2026Q1: 11,580 shares; 2026Q2: 8,570 shares 8,570 $1.89M 0.03% -3,010 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,033 shares; 2024Q4: 51,388 shares; 2025Q1: 38,038 shares; 2025Q2: 35,075 shares; 2025Q3: 33,466 shares; 2025Q4: 27,220 shares; 2026Q1: 25,610 shares; 2026Q2: 21,118 shares 21,118 $1.87M 0.03% -4,492 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,300 shares; 2024Q4: 6,450 shares; 2025Q1: 6,668 shares; 2025Q2: 7,683 shares; 2025Q3: 7,678 shares; 2025Q4: 7,716 shares; 2026Q1: 9,097 shares; 2026Q2: 9,698 shares 9,698 $1.82M 0.03% +601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,045 shares; 2026Q2: 31,646 shares 31,646 $1.78M 0.03% +1,601 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: not reported; 2024Q4: not reported; 2025Q1: 23,325 shares; 2025Q2: 20,816 shares; 2025Q3: 16,890 shares; 2025Q4: 10,094 shares; 2026Q1: 6,770 shares; 2026Q2: 5,827 shares 5,827 $1.74M 0.03% -943 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 3,071 shares; 2025Q1: 2,876 shares; 2025Q2: 3,047 shares; 2025Q3: 3,404 shares; 2025Q4: 11,243 shares; 2026Q1: 12,260 shares; 2026Q2: 13,246 shares 13,246 $1.67M 0.02% +986 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,378 shares; 2025Q3: 11,471 shares; 2025Q4: 13,840 shares; 2026Q1: 20,224 shares; 2026Q2: 22,832 shares 22,832 $1.67M 0.02% +2,608 Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,565 shares; 2024Q4: 53,565 shares; 2025Q1: 53,565 shares; 2025Q2: 53,565 shares; 2025Q3: 53,578 shares; 2025Q4: 53,565 shares; 2026Q1: 53,585 shares; 2026Q2: 53,676 shares 53,676 $1.67M 0.02% +91 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,348 shares; 2025Q4: 27,324 shares; 2026Q1: 32,995 shares; 2026Q2: 35,679 shares 35,679 $1.66M 0.02% +2,684 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: 17,492 shares; 2024Q4: 19,622 shares; 2025Q1: 18,910 shares; 2025Q2: 18,805 shares; 2025Q3: 19,622 shares; 2025Q4: 26,574 shares; 2026Q1: 27,392 shares; 2026Q2: 27,759 shares 27,759 $1.66M 0.02% +367 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: 521 shares; 2024Q4: 551 shares; 2025Q1: 1,577 shares; 2025Q2: 22,797 shares; 2025Q3: 22,773 shares; 2025Q4: 18,602 shares; 2026Q1: 16,576 shares; 2026Q2: 17,478 shares 17,478 $1.61M 0.02% +902 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,317 shares; 2024Q4: 4,452 shares; 2025Q1: 4,334 shares; 2025Q2: 4,508 shares; 2025Q3: 4,613 shares; 2025Q4: 4,890 shares; 2026Q1: 4,989 shares; 2026Q2: 5,091 shares 5,091 $1.6M 0.02% +102 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: 5,978 shares; 2024Q4: 9,824 shares; 2025Q1: 9,166 shares; 2025Q2: 9,202 shares; 2025Q3: 10,328 shares; 2025Q4: 9,881 shares; 2026Q1: 9,752 shares; 2026Q2: 9,835 shares 9,835 $1.59M 0.02% +83 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: 2,622 shares; 2024Q4: 3,162 shares; 2025Q1: 3,338 shares; 2025Q2: 3,433 shares; 2025Q3: 3,842 shares; 2025Q4: 4,825 shares; 2026Q1: 7,234 shares; 2026Q2: 7,283 shares 7,283 $1.59M 0.02% +49 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: 37,591 shares; 2024Q4: 38,187 shares; 2025Q1: 35,364 shares; 2025Q2: 35,331 shares; 2025Q3: 32,026 shares; 2025Q4: 31,790 shares; 2026Q1: 32,031 shares; 2026Q2: 29,311 shares 29,311 $1.57M 0.02% -2,720 Timeline PSK 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: 22,821 shares; 2024Q4: 22,821 shares; 2025Q1: 22,821 shares; 2025Q2: 19,646 shares; 2025Q3: 19,046 shares; 2025Q4: 12,929 shares; 2026Q1: 50,729 shares; 2026Q2: 50,729 shares 50,729 $1.55M 0.02% 0 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,613 shares; 2024Q4: 22,613 shares; 2025Q1: 22,613 shares; 2025Q2: 22,613 shares; 2025Q3: 22,613 shares; 2025Q4: 22,613 shares; 2026Q1: 22,613 shares; 2026Q2: 19,613 shares 19,613 $1.54M 0.02% -3,000 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,561 shares; 2026Q2: 25,419 shares 25,419 $1.52M 0.02% +858 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: 13,098 shares; 2024Q4: 13,928 shares; 2025Q1: 15,500 shares; 2025Q2: 18,035 shares; 2025Q3: 20,933 shares; 2025Q4: 19,587 shares; 2026Q1: 29,708 shares; 2026Q2: 35,506 shares 35,506 $1.5M 0.02% +5,798 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,782 shares; 2024Q4: 18,039 shares; 2025Q1: 18,782 shares; 2025Q2: 19,248 shares; 2025Q3: 17,773 shares; 2025Q4: 17,793 shares; 2026Q1: 18,067 shares; 2026Q2: 17,896 shares 17,896 $1.47M 0.02% -171 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: 4,170 shares; 2024Q4: 4,514 shares; 2025Q1: 4,654 shares; 2025Q2: 4,931 shares; 2025Q3: 5,240 shares; 2025Q4: 5,324 shares; 2026Q1: 6,286 shares; 2026Q2: 6,428 shares 6,428 $1.44M 0.02% +142 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: 5,098 shares; 2024Q4: 5,379 shares; 2025Q1: 5,403 shares; 2025Q2: 6,406 shares; 2025Q3: 9,028 shares; 2025Q4: 7,615 shares; 2026Q1: 9,275 shares; 2026Q2: 11,357 shares 11,357 $1.44M 0.02% +2,082 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: 7,089 shares; 2024Q4: 6,524 shares; 2025Q1: 6,935 shares; 2025Q2: 6,660 shares; 2025Q3: 8,800 shares; 2025Q4: 11,602 shares; 2026Q1: 19,375 shares; 2026Q2: 18,296 shares 18,296 $1.43M 0.02% -1,079 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,637 shares; 2024Q4: 225,756 shares; 2025Q1: 220,523 shares; 2025Q2: 178,601 shares; 2025Q3: 35,674 shares; 2025Q4: 29,438 shares; 2026Q1: 29,342 shares; 2026Q2: 25,281 shares 25,281 $1.43M 0.02% -4,061 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: 40,466 shares; 2024Q4: 41,393 shares; 2025Q1: 41,393 shares; 2025Q2: 42,647 shares; 2025Q3: 44,116 shares; 2025Q4: 44,119 shares; 2026Q1: 44,117 shares; 2026Q2: 43,820 shares 43,820 $1.41M 0.02% -297 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,198 shares; 2024Q4: 43,628 shares; 2025Q1: 41,990 shares; 2025Q2: 29,801 shares; 2025Q3: 33,405 shares; 2025Q4: 33,164 shares; 2026Q1: 63,465 shares; 2026Q2: 63,489 shares 63,489 $1.41M 0.02% +24 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,980 shares; 2024Q4: 25,980 shares; 2025Q1: 25,980 shares; 2025Q2: 25,995 shares; 2025Q3: 32,761 shares; 2025Q4: 29,369 shares; 2026Q1: 27,516 shares; 2026Q2: 23,546 shares 23,546 $1.4M 0.02% -3,970 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,628 shares; 2024Q4: 6,718 shares; 2025Q1: 6,464 shares; 2025Q2: 6,433 shares; 2025Q3: 6,588 shares; 2025Q4: 12,872 shares; 2026Q1: 12,356 shares; 2026Q2: 11,761 shares 11,761 $1.38M 0.02% -595 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,471 shares; 2026Q2: 43,405 shares 43,405 $1.37M 0.02% -9,066 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: 149,968 shares; 2024Q4: 147,205 shares; 2025Q1: 145,756 shares; 2025Q2: 129,998 shares; 2025Q3: 120,809 shares; 2025Q4: 86,465 shares; 2026Q1: 19,627 shares; 2026Q2: 6,654 shares 6,654 $1.36M 0.02% -12,973 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: 7,191 shares; 2024Q4: 7,920 shares; 2025Q1: 8,445 shares; 2025Q2: 8,271 shares; 2025Q3: 8,631 shares; 2025Q4: 9,260 shares; 2026Q1: 9,477 shares; 2026Q2: 9,897 shares 9,897 $1.35M 0.02% +420 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: 2,392 shares; 2024Q4: 2,546 shares; 2025Q1: 2,850 shares; 2025Q2: 2,510 shares; 2025Q3: 2,713 shares; 2025Q4: 3,023 shares; 2026Q1: 5,603 shares; 2026Q2: 5,993 shares 5,993 $1.33M 0.02% +390 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: not reported; 2024Q4: 4,633 shares; 2025Q1: 5,868 shares; 2025Q2: 5,119 shares; 2025Q3: 6,282 shares; 2025Q4: 10,740 shares; 2026Q1: 10,950 shares; 2026Q2: 13,850 shares 13,850 $1.33M 0.02% +2,900 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: 2,915 shares; 2024Q4: 9,741 shares; 2025Q1: 9,803 shares; 2025Q2: 8,892 shares; 2025Q3: 9,083 shares; 2025Q4: 9,153 shares; 2026Q1: 9,154 shares; 2026Q2: 9,585 shares 9,585 $1.31M 0.02% +431 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,777 shares; 2024Q4: 15,710 shares; 2025Q1: 16,929 shares; 2025Q2: 16,658 shares; 2025Q3: 16,495 shares; 2025Q4: 15,815 shares; 2026Q1: 16,610 shares; 2026Q2: 17,778 shares 17,778 $1.3M 0.02% +1,168 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: 2,858 shares; 2024Q4: 2,445 shares; 2025Q1: 2,432 shares; 2025Q2: 2,868 shares; 2025Q3: 3,326 shares; 2025Q4: 3,973 shares; 2026Q1: 5,182 shares; 2026Q2: 5,923 shares 5,923 $1.28M 0.02% +741 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: 3,391 shares; 2024Q4: 3,341 shares; 2025Q1: 7,128 shares; 2025Q2: 6,813 shares; 2025Q3: 6,795 shares; 2025Q4: 5,499 shares; 2026Q1: 4,301 shares; 2026Q2: 3,224 shares 3,224 $1.27M 0.02% -1,077 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: 5,204 shares; 2024Q4: 5,279 shares; 2025Q1: 5,295 shares; 2025Q2: 5,438 shares; 2025Q3: 5,441 shares; 2025Q4: 5,435 shares; 2026Q1: 5,366 shares; 2026Q2: 5,648 shares 5,648 $1.27M 0.02% +282 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,662 shares; 2024Q4: 4,007 shares; 2025Q1: 10,234 shares; 2025Q2: 8,645 shares; 2025Q3: 8,597 shares; 2025Q4: 5,356 shares; 2026Q1: 4,446 shares; 2026Q2: 4,645 shares 4,645 $1.26M 0.02% +199 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: 23,323 shares; 2024Q4: 18,986 shares; 2025Q1: 17,442 shares; 2025Q2: 18,224 shares; 2025Q3: 16,635 shares; 2025Q4: 16,615 shares; 2026Q1: 15,445 shares; 2026Q2: 18,342 shares 18,342 $1.25M 0.02% +2,897 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: 2,903 shares; 2024Q4: 3,508 shares; 2025Q1: 4,025 shares; 2025Q2: 5,103 shares; 2025Q3: 5,788 shares; 2025Q4: 6,535 shares; 2026Q1: 6,395 shares; 2026Q2: 6,243 shares 6,243 $1.25M 0.02% -152 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: 812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: 937 shares; 2025Q4: 1,603 shares; 2026Q1: 1,775 shares; 2026Q2: 2,514 shares 2,514 $1.24M 0.02% +739 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,765 shares; 2024Q4: 25,264 shares; 2025Q1: 20,374 shares; 2025Q2: 18,223 shares; 2025Q3: 18,007 shares; 2025Q4: 17,693 shares; 2026Q1: 17,276 shares; 2026Q2: 16,356 shares 16,356 $1.23M 0.02% -920 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: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 4,410 shares; 2025Q2: 5,192 shares; 2025Q3: 5,244 shares; 2025Q4: 5,778 shares; 2026Q1: 12,162 shares; 2026Q2: 11,963 shares 11,963 $1.23M 0.02% -199 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: 1,673 shares; 2024Q4: 2,026 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,612 shares; 2025Q4: 1,831 shares; 2026Q1: 2,717 shares; 2026Q2: 2,541 shares 2,541 $1.23M 0.02% -176 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: 323 shares; 2024Q4: 470 shares; 2025Q1: 506 shares; 2025Q2: 605 shares; 2025Q3: 526 shares; 2025Q4: 615 shares; 2026Q1: 752 shares; 2026Q2: 891 shares 891 $1.21M 0.02% +139 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,841 shares; 2025Q4: 3,098 shares; 2026Q1: 3,680 shares; 2026Q2: 4,506 shares 4,506 $1.21M 0.02% +826 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: 5,857 shares; 2024Q4: 11,257 shares; 2025Q1: 15,583 shares; 2025Q2: 13,666 shares; 2025Q3: 14,746 shares; 2025Q4: 14,619 shares; 2026Q1: 18,762 shares; 2026Q2: 20,375 shares 20,375 $1.17M 0.02% +1,613 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: 9,783 shares; 2024Q4: 9,696 shares; 2025Q1: 9,923 shares; 2025Q2: 10,093 shares; 2025Q3: 10,319 shares; 2025Q4: 10,295 shares; 2026Q1: 11,220 shares; 2026Q2: 12,825 shares 12,825 $1.16M 0.02% +1,605 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,103 shares; 2024Q4: 3,135 shares; 2025Q1: 3,183 shares; 2025Q2: 3,237 shares; 2025Q3: 3,337 shares; 2025Q4: 3,631 shares; 2026Q1: 3,803 shares; 2026Q2: 4,865 shares 4,865 $1.16M 0.02% +1,062 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: 4,858 shares; 2024Q4: 4,768 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 4,738 shares; 2026Q1: 6,624 shares; 2026Q2: 7,299 shares 7,299 $1.14M 0.02% +675 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,583 shares; 2024Q4: 35,555 shares; 2025Q1: 35,556 shares; 2025Q2: 33,907 shares; 2025Q3: 33,677 shares; 2025Q4: 33,077 shares; 2026Q1: 33,106 shares; 2026Q2: 32,532 shares 32,532 $1.11M 0.02% -574 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: not reported; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,551 shares; 2025Q3: not reported; 2025Q4: 4,560 shares; 2026Q1: 6,579 shares; 2026Q2: 7,160 shares 7,160 $1.1M 0.02% +581 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,071 shares; 2024Q4: 93,522 shares; 2025Q1: 80,559 shares; 2025Q2: 81,774 shares; 2025Q3: 77,532 shares; 2025Q4: 59,939 shares; 2026Q1: 56,817 shares; 2026Q2: 53,002 shares 53,002 $1.1M 0.02% -3,815 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: 4,889 shares; 2024Q4: 6,823 shares; 2025Q1: 7,497 shares; 2025Q2: 7,592 shares; 2025Q3: 8,335 shares; 2025Q4: 8,849 shares; 2026Q1: 10,516 shares; 2026Q2: 12,912 shares 12,912 $1.09M 0.02% +2,396 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 7,777 shares; 2025Q1: 7,578 shares; 2025Q2: 7,509 shares; 2025Q3: 7,482 shares; 2025Q4: 8,119 shares; 2026Q1: 9,433 shares; 2026Q2: 10,457 shares 10,457 $1.09M 0.02% +1,024 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: 2,094 shares; 2024Q4: 2,126 shares; 2025Q1: 2,666 shares; 2025Q2: 2,497 shares; 2025Q3: 2,672 shares; 2025Q4: 5,140 shares; 2026Q1: 6,485 shares; 2026Q2: 7,428 shares 7,428 $1.06M 0.02% +943 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 1,775 shares; 2025Q4: 3,426 shares; 2026Q1: 3,410 shares; 2026Q2: 4,132 shares 4,132 $1.06M 0.02% +722 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,108 shares; 2024Q4: 4,264 shares; 2025Q1: 4,238 shares; 2025Q2: 4,239 shares; 2025Q3: 4,330 shares; 2025Q4: 4,420 shares; 2026Q1: 4,451 shares; 2026Q2: 4,599 shares 4,599 $1.06M 0.02% +148 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: 1,659 shares; 2024Q4: 1,860 shares; 2025Q1: 2,271 shares; 2025Q2: 2,250 shares; 2025Q3: 2,484 shares; 2025Q4: 3,175 shares; 2026Q1: 3,324 shares; 2026Q2: 3,578 shares 3,578 $1.04M 0.02% +254 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,973 shares; 2024Q4: 105,247 shares; 2025Q1: 101,453 shares; 2025Q2: 98,173 shares; 2025Q3: 76,107 shares; 2025Q4: 54,510 shares; 2026Q1: 53,170 shares; 2026Q2: 43,405 shares 43,405 $1.04M 0.02% -9,765 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: not reported; 2024Q4: 756 shares; 2025Q1: 3,728 shares; 2025Q2: 3,778 shares; 2025Q3: 3,623 shares; 2025Q4: 2,572 shares; 2026Q1: 2,516 shares; 2026Q2: 2,763 shares 2,763 $1.04M 0.02% +247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,996 shares; 2026Q1: 3,331 shares; 2026Q2: 3,971 shares 3,971 $1.03M 0.02% +640 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,903 shares; 2024Q4: 6,261 shares; 2025Q1: 6,980 shares; 2025Q2: 6,673 shares; 2025Q3: 7,180 shares; 2025Q4: 9,284 shares; 2026Q1: 9,918 shares; 2026Q2: 10,925 shares 10,925 $1.03M 0.02% +1,007 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: 6,320 shares; 2024Q4: 9,831 shares; 2025Q1: 13,091 shares; 2025Q2: 13,209 shares; 2025Q3: 14,371 shares; 2025Q4: 13,972 shares; 2026Q1: 14,486 shares; 2026Q2: 14,035 shares 14,035 $1.03M 0.02% -451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 4,904 shares; 2026Q1: 5,742 shares; 2026Q2: 7,119 shares 7,119 $1.03M 0.02% +1,377 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: 2,103 shares; 2024Q4: 2,060 shares; 2025Q1: 6,301 shares; 2025Q2: 7,088 shares; 2025Q3: 6,320 shares; 2025Q4: 5,807 shares; 2026Q1: 4,998 shares; 2026Q2: 4,613 shares 4,613 $1.03M 0.02% -385 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: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,215 shares; 2025Q3: 3,618 shares; 2025Q4: 4,056 shares; 2026Q1: 5,941 shares; 2026Q2: 7,025 shares 7,025 $1.03M 0.02% +1,084 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 4,051 shares; 2025Q1: 4,372 shares; 2025Q2: 4,877 shares; 2025Q3: 5,137 shares; 2025Q4: 5,838 shares; 2026Q1: 13,835 shares; 2026Q2: 12,415 shares 12,415 $1.01M 0.01% -1,420 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: 6,836 shares; 2024Q4: 6,562 shares; 2025Q1: 9,420 shares; 2025Q2: 8,347 shares; 2025Q3: 10,985 shares; 2025Q4: 11,569 shares; 2026Q1: 15,622 shares; 2026Q2: 13,936 shares 13,936 $1.01M 0.01% -1,686 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: 2,490 shares; 2024Q4: 3,161 shares; 2025Q1: 3,107 shares; 2025Q2: 3,159 shares; 2025Q3: 4,052 shares; 2025Q4: 4,052 shares; 2026Q1: 4,050 shares; 2026Q2: 4,134 shares 4,134 $1M 0.01% +84 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: 66,531 shares; 2024Q4: 67,928 shares; 2025Q1: 81,418 shares; 2025Q2: 80,443 shares; 2025Q3: 26,348 shares; 2025Q4: 22,829 shares; 2026Q1: 20,712 shares; 2026Q2: 23,297 shares 23,297 $994K 0.01% +2,585 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: not reported; 2024Q4: 11,483 shares; 2025Q1: 12,409 shares; 2025Q2: 13,628 shares; 2025Q3: 13,754 shares; 2025Q4: 11,197 shares; 2026Q1: 11,067 shares; 2026Q2: 8,001 shares 8,001 $985K 0.01% -3,066 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: 291 shares; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 384 shares; 2025Q3: 462 shares; 2025Q4: 509 shares; 2026Q1: 665 shares; 2026Q2: 710 shares 710 $981K 0.01% +45 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: 5,161 shares; 2024Q4: 5,072 shares; 2025Q1: 4,916 shares; 2025Q2: 5,412 shares; 2025Q3: 3,581 shares; 2025Q4: 5,348 shares; 2026Q1: 6,007 shares; 2026Q2: 8,840 shares 8,840 $978K 0.01% +2,833 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares; 2025Q3: 16,150 shares; 2025Q4: 24,582 shares; 2026Q1: 22,726 shares; 2026Q2: 22,830 shares 22,830 $972K 0.01% +104 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: 1,735 shares; 2024Q4: 2,237 shares; 2025Q1: 2,762 shares; 2025Q2: 2,232 shares; 2025Q3: 3,278 shares; 2025Q4: 4,624 shares; 2026Q1: 6,127 shares; 2026Q2: 7,162 shares 7,162 $970K 0.01% +1,035 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: 1,385 shares; 2024Q4: 2,484 shares; 2025Q1: 1,617 shares; 2025Q2: 1,611 shares; 2025Q3: 1,917 shares; 2025Q4: 2,432 shares; 2026Q1: 2,549 shares; 2026Q2: 2,928 shares 2,928 $967K 0.01% +379 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,758 shares; 2024Q4: 9,750 shares; 2025Q1: 9,797 shares; 2025Q2: 9,780 shares; 2025Q3: 9,788 shares; 2025Q4: 9,828 shares; 2026Q1: 9,851 shares; 2026Q2: 9,640 shares 9,640 $965K 0.01% -211 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,932 shares; 2024Q4: 7,007 shares; 2025Q1: 6,904 shares; 2025Q2: 7,191 shares; 2025Q3: 7,213 shares; 2025Q4: 7,601 shares; 2026Q1: 7,977 shares; 2026Q2: 8,285 shares 8,285 $953K 0.01% +308 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: 2,918 shares; 2024Q4: 6,659 shares; 2025Q1: 6,676 shares; 2025Q2: 6,575 shares; 2025Q3: 6,808 shares; 2025Q4: 7,571 shares; 2026Q1: 8,258 shares; 2026Q2: 8,214 shares 8,214 $944K 0.01% -44 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 669 shares; 2025Q1: 1,052 shares; 2025Q2: 1,090 shares; 2025Q3: 1,058 shares; 2025Q4: 1,441 shares; 2026Q1: 1,385 shares; 2026Q2: 2,395 shares 2,395 $926K 0.01% +1,010 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: 3,898 shares; 2024Q4: 4,271 shares; 2025Q1: 4,712 shares; 2025Q2: 4,793 shares; 2025Q3: 4,820 shares; 2025Q4: 5,428 shares; 2026Q1: 5,978 shares; 2026Q2: 7,624 shares 7,624 $926K 0.01% +1,646 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 14,692 shares; 2026Q1: 22,027 shares; 2026Q2: 24,126 shares 24,126 $925K 0.01% +2,099 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 987 shares; 2025Q2: 1,075 shares; 2025Q3: 1,394 shares; 2025Q4: 951 shares; 2026Q1: 1,517 shares; 2026Q2: 2,211 shares 2,211 $920K 0.01% +694 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,771 shares; 2024Q4: 32,543 shares; 2025Q1: 33,088 shares; 2025Q2: 33,863 shares; 2025Q3: 33,661 shares; 2025Q4: 32,036 shares; 2026Q1: 31,661 shares; 2026Q2: 30,151 shares 30,151 $919K 0.01% -1,510 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,508 shares; 2025Q4: 3,842 shares; 2026Q1: 5,988 shares; 2026Q2: 8,179 shares 8,179 $914K 0.01% +2,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,831 shares; 2025Q4: 19,087 shares; 2026Q1: 18,023 shares; 2026Q2: 20,147 shares 20,147 $909K 0.01% +2,124 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: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,514 shares; 2025Q2: 1,536 shares; 2025Q3: 1,723 shares; 2025Q4: 1,765 shares; 2026Q1: 2,682 shares; 2026Q2: 3,803 shares 3,803 $905K 0.01% +1,121 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: 448 shares; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 860 shares; 2025Q3: 970 shares; 2025Q4: 1,068 shares; 2026Q1: 1,184 shares; 2026Q2: 1,691 shares 1,691 $890K 0.01% +507 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: 4,736 shares; 2024Q4: 5,730 shares; 2025Q1: 5,704 shares; 2025Q2: 6,207 shares; 2025Q3: 6,098 shares; 2025Q4: 7,466 shares; 2026Q1: 7,771 shares; 2026Q2: 10,426 shares 10,426 $882K 0.01% +2,655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,927 shares; 2025Q4: 3,882 shares; 2026Q1: 3,814 shares; 2026Q2: 6,588 shares 6,588 $875K 0.01% +2,774 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: 7,670 shares; 2024Q4: 8,050 shares; 2025Q1: 8,399 shares; 2025Q2: 8,407 shares; 2025Q3: 6,288 shares; 2025Q4: 8,931 shares; 2026Q1: 9,835 shares; 2026Q2: 10,038 shares 10,038 $873K 0.01% +203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,091 shares; 2025Q4: 7,534 shares; 2026Q1: 8,324 shares; 2026Q2: 9,283 shares 9,283 $869K 0.01% +959 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,253 shares; 2026Q2: 18,266 shares 18,266 $866K 0.01% +13 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,265 shares; 2024Q4: 16,291 shares; 2025Q1: 6,589 shares; 2025Q2: 6,946 shares; 2025Q3: 7,107 shares; 2025Q4: 7,316 shares; 2026Q1: 8,567 shares; 2026Q2: 9,193 shares 9,193 $865K 0.01% +626 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: 1,582 shares; 2024Q4: 2,042 shares; 2025Q1: 1,849 shares; 2025Q2: 2,099 shares; 2025Q3: 2,295 shares; 2025Q4: 2,641 shares; 2026Q1: 4,399 shares; 2026Q2: 4,054 shares 4,054 $862K 0.01% -345 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: not reported; 2024Q4: 10,773 shares; 2025Q1: 8,221 shares; 2025Q2: 8,520 shares; 2025Q3: 8,292 shares; 2025Q4: 8,196 shares; 2026Q1: 7,392 shares; 2026Q2: 7,314 shares 7,314 $859K 0.01% -78 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,075 shares; 2025Q1: 671 shares; 2025Q2: 669 shares; 2025Q3: 670 shares; 2025Q4: 514 shares; 2026Q1: 490 shares; 2026Q2: 438 shares 438 $855K 0.01% -52 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: 813 shares; 2024Q4: 827 shares; 2025Q1: 2,652 shares; 2025Q2: 2,756 shares; 2025Q3: 2,676 shares; 2025Q4: 2,129 shares; 2026Q1: 1,901 shares; 2026Q2: 1,673 shares 1,673 $852K 0.01% -228 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: 2,104 shares; 2024Q4: 2,309 shares; 2025Q1: 2,970 shares; 2025Q2: 2,750 shares; 2025Q3: 2,939 shares; 2025Q4: 3,979 shares; 2026Q1: 4,892 shares; 2026Q2: 5,428 shares 5,428 $851K 0.01% +536 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: 6,068 shares; 2024Q4: 6,608 shares; 2025Q1: 7,417 shares; 2025Q2: 14,072 shares; 2025Q3: 15,138 shares; 2025Q4: 17,637 shares; 2026Q1: 19,660 shares; 2026Q2: 17,700 shares 17,700 $850K 0.01% -1,960 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,652 shares; 2024Q4: 5,647 shares; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,738 shares; 2025Q4: 1,842 shares; 2026Q1: 1,964 shares; 2026Q2: 2,030 shares 2,030 $845K 0.01% +66 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: 1,553 shares; 2024Q4: 1,672 shares; 2025Q1: 1,522 shares; 2025Q2: 1,743 shares; 2025Q3: 1,350 shares; 2025Q4: 1,726 shares; 2026Q1: 2,462 shares; 2026Q2: 3,008 shares 3,008 $829K 0.01% +546 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: 3,461 shares; 2026Q2: 4,017 shares 4,017 $829K 0.01% +556 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: 2,199 shares; 2024Q4: 3,232 shares; 2025Q1: 3,954 shares; 2025Q2: 4,037 shares; 2025Q3: 4,204 shares; 2025Q4: 4,399 shares; 2026Q1: 5,151 shares; 2026Q2: 5,121 shares 5,121 $819K 0.01% -30 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: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,644 shares; 2025Q3: 2,036 shares; 2025Q4: 2,230 shares; 2026Q1: 3,620 shares; 2026Q2: 4,732 shares 4,732 $805K 0.01% +1,112 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,159 shares; 2025Q4: 13,450 shares; 2026Q1: 14,565 shares; 2026Q2: 15,687 shares 15,687 $804K 0.01% +1,122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 1,061 shares; 2026Q1: 963 shares; 2026Q2: 1,558 shares 1,558 $803K 0.01% +595 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: 2,686 shares; 2024Q4: 2,656 shares; 2025Q1: 3,454 shares; 2025Q2: 4,209 shares; 2025Q3: 4,691 shares; 2025Q4: 4,440 shares; 2026Q1: 6,721 shares; 2026Q2: 8,326 shares 8,326 $797K 0.01% +1,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 397 shares; 2026Q1: 658 shares; 2026Q2: 764 shares 764 $796K 0.01% +106 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,348 shares; 2026Q1: 2,706 shares; 2026Q2: 3,727 shares 3,727 $793K 0.01% +1,021 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,577 shares; 2025Q1: 2,965 shares; 2025Q2: 2,961 shares; 2025Q3: 2,987 shares; 2025Q4: 3,920 shares; 2026Q1: 4,537 shares; 2026Q2: 6,266 shares 6,266 $788K 0.01% +1,729 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,921 shares; 2026Q1: 9,029 shares; 2026Q2: 18,991 shares 18,991 $785K 0.01% +9,962 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: 7,216 shares; 2024Q4: 6,899 shares; 2025Q1: 5,782 shares; 2025Q2: 5,765 shares; 2025Q3: 5,762 shares; 2025Q4: 6,179 shares; 2026Q1: 6,270 shares; 2026Q2: 7,097 shares 7,097 $774K 0.01% +827 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: 10,632 shares; 2024Q4: 10,021 shares; 2025Q1: 9,757 shares; 2025Q2: 9,833 shares; 2025Q3: 10,413 shares; 2025Q4: 11,431 shares; 2026Q1: 11,731 shares; 2026Q2: 13,066 shares 13,066 $771K 0.01% +1,335 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: not reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,111 shares; 2025Q3: 1,334 shares; 2025Q4: 2,058 shares; 2026Q1: 2,480 shares; 2026Q2: 3,099 shares 3,099 $763K 0.01% +619 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,281 shares; 2024Q4: 18,513 shares; 2025Q1: 19,656 shares; 2025Q2: 19,377 shares; 2025Q3: 20,356 shares; 2025Q4: 19,864 shares; 2026Q1: 17,810 shares; 2026Q2: 26,968 shares 26,968 $760K 0.01% +9,158 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: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 8,769 shares; 2025Q2: 8,729 shares; 2025Q3: 8,729 shares; 2025Q4: 8,979 shares; 2026Q1: 10,055 shares; 2026Q2: 9,997 shares 9,997 $755K 0.01% -58 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,944 shares; 2025Q2: 5,846 shares; 2025Q3: 7,375 shares; 2025Q4: 9,918 shares; 2026Q1: 12,434 shares; 2026Q2: 16,158 shares 16,158 $753K 0.01% +3,724 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,228 shares; 2026Q1: 4,819 shares; 2026Q2: 4,591 shares 4,591 $750K 0.01% -228 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,687 shares; 2024Q4: 7,724 shares; 2025Q1: 7,742 shares; 2025Q2: 8,447 shares; 2025Q3: 8,092 shares; 2025Q4: 10,160 shares; 2026Q1: 10,285 shares; 2026Q2: 11,886 shares 11,886 $742K 0.01% +1,601 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,657 shares; 2024Q4: 129,219 shares; 2025Q1: 115,905 shares; 2025Q2: 86,607 shares; 2025Q3: 58,890 shares; 2025Q4: 36,347 shares; 2026Q1: 28,702 shares; 2026Q2: 5,324 shares 5,324 $741K 0.01% -23,378 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 5,798 shares; 2025Q1: 5,572 shares; 2025Q2: 6,398 shares; 2025Q3: 9,200 shares; 2025Q4: 6,447 shares; 2026Q1: 7,146 shares; 2026Q2: 21,187 shares 21,187 $737K 0.01% +14,041 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660,812 shares; 2024Q4: 660,489 shares; 2025Q1: 655,445 shares; 2025Q2: 682,277 shares; 2025Q3: 644,595 shares; 2025Q4: 52,330 shares; 2026Q1: 47,595 shares; 2026Q2: 14,944 shares 14,944 $733K 0.01% -32,651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,511 shares; 2026Q1: not reported; 2026Q2: 11,390 shares 11,390 $731K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,205 shares; 2025Q4: 6,102 shares; 2026Q1: 7,924 shares; 2026Q2: 7,759 shares 7,759 $725K 0.01% -165 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,721 shares; 2024Q4: 4,900 shares; 2025Q1: 5,796 shares; 2025Q2: 6,146 shares; 2025Q3: 7,628 shares; 2025Q4: 8,106 shares; 2026Q1: 8,919 shares; 2026Q2: 7,804 shares 7,804 $724K 0.01% -1,115 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: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,487 shares; 2025Q3: not reported; 2025Q4: 2,696 shares; 2026Q1: 4,241 shares; 2026Q2: 7,295 shares 7,295 $717K 0.01% +3,054 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,965 shares; 2025Q2: 6,989 shares; 2025Q3: 6,305 shares; 2025Q4: 5,053 shares; 2026Q1: 3,987 shares; 2026Q2: 3,494 shares 3,494 $716K 0.01% -493 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: not reported; 2024Q4: 437 shares; 2025Q1: 574 shares; 2025Q2: 649 shares; 2025Q3: 752 shares; 2025Q4: 862 shares; 2026Q1: 1,037 shares; 2026Q2: 945 shares 945 $714K 0.01% -92 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: 4,163 shares; 2024Q4: 3,404 shares; 2025Q1: 4,672 shares; 2025Q2: 5,434 shares; 2025Q3: 4,781 shares; 2025Q4: 3,566 shares; 2026Q1: 4,149 shares; 2026Q2: 4,821 shares 4,821 $712K 0.01% +672 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,023 shares; 2024Q4: 4,100 shares; 2025Q1: 5,113 shares; 2025Q2: 6,481 shares; 2025Q3: 3,548 shares; 2025Q4: 5,112 shares; 2026Q1: 7,357 shares; 2026Q2: 9,508 shares 9,508 $709K 0.01% +2,151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,266 shares; 2025Q3: 2,981 shares; 2025Q4: 4,190 shares; 2026Q1: 4,538 shares; 2026Q2: 6,215 shares 6,215 $707K 0.01% +1,677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,887 shares; 2025Q3: 5,855 shares; 2025Q4: 7,511 shares; 2026Q1: 9,113 shares; 2026Q2: 11,218 shares 11,218 $706K 0.01% +2,105 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,483 shares; 2025Q3: 15,014 shares; 2025Q4: 10,392 shares; 2026Q1: 10,083 shares; 2026Q2: 12,154 shares 12,154 $701K 0.01% +2,071 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 685 shares; 2026Q1: 743 shares; 2026Q2: 923 shares 923 $699K 0.01% +180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,973 shares; 2026Q1: 2,629 shares; 2026Q2: 2,769 shares 2,769 $698K 0.01% +140 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $697K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 3,822 shares; 2025Q1: 4,576 shares; 2025Q2: 4,863 shares; 2025Q3: 5,186 shares; 2025Q4: 4,859 shares; 2026Q1: 5,881 shares; 2026Q2: 8,771 shares 8,771 $691K 0.01% +2,890 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: 441 shares; 2024Q4: 508 shares; 2025Q1: 639 shares; 2025Q2: 811 shares; 2025Q3: 943 shares; 2025Q4: 1,107 shares; 2026Q1: 1,368 shares; 2026Q2: 1,525 shares 1,525 $691K 0.01% +157 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,625 shares; 2024Q4: 22,095 shares; 2025Q1: 12,011 shares; 2025Q2: 11,738 shares; 2025Q3: 11,239 shares; 2025Q4: 9,564 shares; 2026Q1: 9,106 shares; 2026Q2: 8,354 shares 8,354 $686K 0.01% -752 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: 9,813 shares; 2024Q4: 11,369 shares; 2025Q1: 14,431 shares; 2025Q2: 13,341 shares; 2025Q3: 6,431 shares; 2025Q4: 6,503 shares; 2026Q1: 7,151 shares; 2026Q2: 8,813 shares 8,813 $683K 0.01% +1,662 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 5,416 shares; 2026Q2: 6,230 shares 6,230 $674K 0.01% +814 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,202 shares; 2026Q2: 4,859 shares 4,859 $671K 0.01% +1,657 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares; 2026Q1: 1,835 shares; 2026Q2: 2,308 shares 2,308 $668K 0.01% +473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,776 shares; 2025Q4: 2,374 shares; 2026Q1: 2,536 shares; 2026Q2: 2,943 shares 2,943 $668K 0.01% +407 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,951 shares; 2026Q1: 11,705 shares; 2026Q2: 13,947 shares 13,947 $666K 0.01% +2,242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,279 shares; 2026Q2: 14,746 shares 14,746 $665K 0.01% +2,467 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,165 shares; 2026Q1: 1,433 shares; 2026Q2: 2,281 shares 2,281 $665K 0.01% +848 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,882 shares 4,882 $662K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,636 shares; 2026Q1: 5,978 shares; 2026Q2: 8,677 shares 8,677 $660K 0.01% +2,699 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,648 shares; 2026Q2: 7,339 shares 7,339 $659K 0.01% +691 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 2,556 shares; 2026Q1: 2,515 shares; 2026Q2: 2,827 shares 2,827 $659K 0.01% +312 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,672 shares; 2026Q1: 4,437 shares; 2026Q2: 4,845 shares 4,845 $659K 0.01% +408 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares; 2026Q1: 1,709 shares; 2026Q2: 1,702 shares 1,702 $656K 0.01% -7 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: not reported; 2024Q4: 4,651 shares; 2025Q1: 4,651 shares; 2025Q2: 4,791 shares; 2025Q3: 4,791 shares; 2025Q4: 4,791 shares; 2026Q1: 4,791 shares; 2026Q2: 7,673 shares 7,673 $656K 0.01% +2,882 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895 shares; 2026Q2: 1,822 shares 1,822 $654K 0.01% +927 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares; 2026Q2: 1,951 shares 1,951 $653K 0.01% +813 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: not reported; 2024Q4: not reported; 2025Q1: 17,951 shares; 2025Q2: 19,614 shares; 2025Q3: 13,091 shares; 2025Q4: 19,501 shares; 2026Q1: 21,173 shares; 2026Q2: 23,999 shares 23,999 $653K 0.01% +2,826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: 2,456 shares; 2025Q4: 4,259 shares; 2026Q1: 4,857 shares; 2026Q2: 6,021 shares 6,021 $647K 0.01% +1,164 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 784 shares; 2025Q4: 924 shares; 2026Q1: 990 shares; 2026Q2: 2,028 shares 2,028 $645K 0.01% +1,038 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 1,026 shares; 2025Q1: 1,075 shares; 2025Q2: 1,126 shares; 2025Q3: 1,121 shares; 2025Q4: 1,284 shares; 2026Q1: 1,367 shares; 2026Q2: 1,705 shares 1,705 $639K 0.01% +338 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,338 shares; 2024Q4: 218,775 shares; 2025Q1: 215,371 shares; 2025Q2: 210,665 shares; 2025Q3: 195,991 shares; 2025Q4: 115,176 shares; 2026Q1: 99,426 shares; 2026Q2: 8,854 shares 8,854 $636K 0.01% -90,572 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: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 561 shares; 2025Q3: 1,337 shares; 2025Q4: 704 shares; 2026Q1: 1,402 shares; 2026Q2: 1,424 shares 1,424 $635K 0.01% +22 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,704 shares; 2024Q4: 8,676 shares; 2025Q1: 9,181 shares; 2025Q2: 9,253 shares; 2025Q3: 9,630 shares; 2025Q4: 9,696 shares; 2026Q1: 9,738 shares; 2026Q2: 9,184 shares 9,184 $634K 0.01% -554 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW 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: 6,502 shares; 2026Q1: 9,622 shares; 2026Q2: 16,618 shares 16,618 $632K 0.01% +6,996 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 10,127 shares; 2026Q1: 13,358 shares; 2026Q2: 20,521 shares 20,521 $630K 0.01% +7,163 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: 2,639 shares; 2024Q4: 2,685 shares; 2025Q1: 2,505 shares; 2025Q2: 2,769 shares; 2025Q3: 3,305 shares; 2025Q4: 4,243 shares; 2026Q1: 4,659 shares; 2026Q2: 5,372 shares 5,372 $630K 0.01% +713 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,981 shares; 2025Q3: 17,667 shares; 2025Q4: 12,936 shares; 2026Q1: 10,884 shares; 2026Q2: 8,525 shares 8,525 $628K 0.01% -2,359 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,684 shares; 2025Q4: 6,061 shares; 2026Q1: 7,133 shares; 2026Q2: 8,142 shares 8,142 $628K 0.01% +1,009 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,713 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,863 shares; 2025Q4: 3,989 shares; 2026Q1: 3,962 shares; 2026Q2: 6,937 shares 6,937 $623K 0.01% +2,975 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: 1,088 shares; 2024Q4: 1,137 shares; 2025Q1: 1,316 shares; 2025Q2: 1,551 shares; 2025Q3: 1,827 shares; 2025Q4: 2,448 shares; 2026Q1: 2,440 shares; 2026Q2: 2,496 shares 2,496 $620K 0.01% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,406 shares; 2026Q2: 1,672 shares 1,672 $620K 0.01% +266 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 915 shares; 2025Q2: 1,317 shares; 2025Q3: 1,701 shares; 2025Q4: 2,829 shares; 2026Q1: 3,444 shares; 2026Q2: 3,178 shares 3,178 $618K 0.01% -266 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 740 shares; 2026Q2: 777 shares 777 $618K 0.01% +37 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 5,895 shares; 2026Q1: 6,875 shares; 2026Q2: 5,895 shares 5,895 $613K 0.01% -980 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: 771 shares; 2024Q4: 1,094 shares; 2025Q1: 1,325 shares; 2025Q2: 1,164 shares; 2025Q3: 1,200 shares; 2025Q4: 1,412 shares; 2026Q1: 1,886 shares; 2026Q2: 2,090 shares 2,090 $613K 0.01% +204 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,814 shares; 2025Q1: 3,882 shares; 2025Q2: 4,397 shares; 2025Q3: 4,308 shares; 2025Q4: 4,680 shares; 2026Q1: 5,008 shares; 2026Q2: 5,120 shares 5,120 $611K 0.01% +112 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 2,187 shares; 2025Q3: 3,071 shares; 2025Q4: 4,019 shares; 2026Q1: 4,658 shares; 2026Q2: 4,590 shares 4,590 $608K 0.01% -68 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,748 shares; 2026Q2: 45,152 shares 45,152 $608K 0.01% +27,404 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,830 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 385 shares; 2026Q1: 685 shares; 2026Q2: 727 shares 727 $603K 0.01% +42 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,992 shares; 2026Q1: 2,346 shares; 2026Q2: 2,805 shares 2,805 $601K 0.01% +459 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,414 shares; 2026Q2: 4,963 shares 4,963 $600K 0.01% +2,549 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: not reported; 2024Q4: 807 shares; 2025Q1: 1,165 shares; 2025Q2: 1,348 shares; 2025Q3: 1,419 shares; 2025Q4: 1,621 shares; 2026Q1: 1,818 shares; 2026Q2: 1,913 shares 1,913 $599K 0.01% +95 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: not reported; 2024Q4: 911 shares; 2025Q1: 1,635 shares; 2025Q2: 1,187 shares; 2025Q3: 1,753 shares; 2025Q4: 2,173 shares; 2026Q1: 2,853 shares; 2026Q2: 3,570 shares 3,570 $599K 0.01% +717 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,346 shares; 2025Q2: 5,982 shares; 2025Q3: 5,758 shares; 2025Q4: 4,604 shares; 2026Q1: 3,171 shares; 2026Q2: 2,492 shares 2,492 $596K 0.01% -679 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 1,179 shares; 2025Q1: 1,201 shares; 2025Q2: 1,154 shares; 2025Q3: 1,305 shares; 2025Q4: 2,233 shares; 2026Q1: 2,323 shares; 2026Q2: 2,125 shares 2,125 $595K 0.01% -198 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares; 2026Q2: 687 shares 687 $589K 0.01% +138 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,729 shares; 2025Q2: 15,740 shares; 2025Q3: 9,056 shares; 2025Q4: 7,388 shares; 2026Q1: 4,790 shares; 2026Q2: 7,237 shares 7,237 $589K 0.01% +2,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 2,194 shares; 2026Q1: 2,481 shares; 2026Q2: 2,725 shares 2,725 $589K 0.01% +244 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 492 shares; 2025Q1: 524 shares; 2025Q2: 660 shares; 2025Q3: 669 shares; 2025Q4: 635 shares; 2026Q1: 981 shares; 2026Q2: 1,051 shares 1,051 $588K 0.01% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 1,472 shares; 2026Q1: 1,974 shares; 2026Q2: 2,629 shares 2,629 $588K 0.01% +655 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,287 shares; 2026Q1: 1,352 shares; 2026Q2: 1,318 shares 1,318 $586K 0.01% -34 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,734 shares; 2026Q1: 2,159 shares; 2026Q2: 3,374 shares 3,374 $580K 0.01% +1,215 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,982 shares; 2025Q1: 8,383 shares; 2025Q2: 8,294 shares; 2025Q3: 7,708 shares; 2025Q4: 5,562 shares; 2026Q1: 3,854 shares; 2026Q2: 3,795 shares 3,795 $577K 0.01% -59 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,297 shares; 2024Q4: 3,306 shares; 2025Q1: 3,412 shares; 2025Q2: 3,380 shares; 2025Q3: 3,820 shares; 2025Q4: 5,346 shares; 2026Q1: 5,853 shares; 2026Q2: 7,069 shares 7,069 $576K 0.01% +1,216 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,358 shares 2,358 $572K 0.01% new 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: 5,168 shares; 2024Q4: 25,308 shares; 2025Q1: 20,654 shares; 2025Q2: 20,986 shares; 2025Q3: 20,986 shares; 2025Q4: 20,988 shares; 2026Q1: 20,988 shares; 2026Q2: 20,606 shares 20,606 $571K 0.01% -382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,933 shares; 2026Q1: 2,251 shares; 2026Q2: 2,818 shares 2,818 $571K 0.01% +567 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,347 shares; 2024Q4: 5,452 shares; 2025Q1: 5,338 shares; 2025Q2: 5,517 shares; 2025Q3: 4,911 shares; 2025Q4: 5,189 shares; 2026Q1: 5,712 shares; 2026Q2: 7,429 shares 7,429 $568K 0.01% +1,717 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,312 shares; 2026Q2: 1,413 shares 1,413 $567K 0.01% +101 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 853 shares; 2025Q4: 1,275 shares; 2026Q1: 1,464 shares; 2026Q2: 2,261 shares 2,261 $565K 0.01% +797 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,800 shares; 2026Q1: 12,220 shares; 2026Q2: 23,765 shares 23,765 $561K 0.01% +11,545 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,621 shares; 2025Q1: 6,098 shares; 2025Q2: not reported; 2025Q3: 7,316 shares; 2025Q4: 9,472 shares; 2026Q1: 12,699 shares; 2026Q2: 12,061 shares 12,061 $561K 0.01% -638 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: 4,216 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 3,928 shares; 2026Q1: 3,928 shares; 2026Q2: 3,928 shares 3,928 $559K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,736 shares; 2026Q1: 8,839 shares; 2026Q2: 10,673 shares 10,673 $554K 0.01% +1,834 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,412 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,007 shares 2,007 $554K 0.01% -493 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 11,763 shares; 2026Q1: 13,838 shares; 2026Q2: 16,977 shares 16,977 $553K 0.01% +3,139 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,400 shares; 2025Q1: 4,350 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,152 shares; 2026Q1: 4,152 shares; 2026Q2: 4,190 shares 4,190 $551K 0.01% +38 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,673 shares; 2026Q1: 2,958 shares; 2026Q2: 3,789 shares 3,789 $551K 0.01% +831 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 6,974 shares; 2025Q1: 6,903 shares; 2025Q2: 3,510 shares; 2025Q3: not reported; 2025Q4: 5,165 shares; 2026Q1: 6,701 shares; 2026Q2: 7,608 shares 7,608 $550K 0.01% +907 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,615 shares; 2026Q1: 5,546 shares; 2026Q2: 7,905 shares 7,905 $547K 0.01% +2,359 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 5,144 shares; 2026Q2: 7,184 shares 7,184 $546K 0.01% +2,040 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,642 shares; 2026Q1: 1,656 shares; 2026Q2: 2,099 shares 2,099 $537K 0.01% +443 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,351 shares 1,351 $537K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954 shares; 2024Q4: 2,077 shares; 2025Q1: 2,204 shares; 2025Q2: 2,202 shares; 2025Q3: 1,968 shares; 2025Q4: 2,002 shares; 2026Q1: 1,814 shares; 2026Q2: 2,081 shares 2,081 $537K 0.01% +267 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,051 shares; 2025Q2: 17,052 shares; 2025Q3: 16,004 shares; 2025Q4: 9,612 shares; 2026Q1: 5,672 shares; 2026Q2: 2,721 shares 2,721 $536K 0.01% -2,951 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS 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: 4,467 shares; 2026Q1: 5,243 shares; 2026Q2: 6,253 shares 6,253 $536K 0.01% +1,010 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,647 shares; 2026Q1: 2,531 shares; 2026Q2: 3,427 shares 3,427 $535K 0.01% +896 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,270 shares; 2026Q1: 3,084 shares; 2026Q2: 5,296 shares 5,296 $531K 0.01% +2,212 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS 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: 5,598 shares; 2026Q2: 9,154 shares 9,154 $531K 0.01% +3,556 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,532 shares; 2025Q4: 1,818 shares; 2026Q1: 1,936 shares; 2026Q2: 1,961 shares 1,961 $529K 0.01% +25 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,338 shares; 2026Q1: 2,765 shares; 2026Q2: 3,024 shares 3,024 $526K 0.01% +259 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: 17,022 shares; 2024Q4: 17,491 shares; 2025Q1: 17,858 shares; 2025Q2: 18,096 shares; 2025Q3: 20,422 shares; 2025Q4: 22,687 shares; 2026Q1: 24,965 shares; 2026Q2: 31,247 shares 31,247 $526K 0.01% +6,282 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,637 shares; 2026Q1: 1,920 shares; 2026Q2: 2,529 shares 2,529 $523K 0.01% +609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,059 shares; 2026Q1: 4,402 shares; 2026Q2: 5,504 shares 5,504 $523K 0.01% +1,102 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,687 shares; 2024Q4: 4,572 shares; 2025Q1: 4,593 shares; 2025Q2: 4,613 shares; 2025Q3: 4,919 shares; 2025Q4: 5,585 shares; 2026Q1: 5,122 shares; 2026Q2: 5,627 shares 5,627 $516K 0.01% +505 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 665 shares; 2026Q2: 1,208 shares 1,208 $514K 0.01% +543 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,294 shares; 2025Q3: 9,220 shares; 2025Q4: 8,335 shares; 2026Q1: 5,933 shares; 2026Q2: 3,730 shares 3,730 $512K 0.01% -2,203 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,228 shares; 2025Q3: 1,536 shares; 2025Q4: 2,702 shares; 2026Q1: 2,125 shares; 2026Q2: 2,396 shares 2,396 $508K 0.01% +271 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 6,068 shares; 2026Q1: not reported; 2026Q2: 13,491 shares 13,491 $506K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,683 shares; 2024Q4: 2,658 shares; 2025Q1: 2,524 shares; 2025Q2: 2,542 shares; 2025Q3: 2,606 shares; 2025Q4: 2,952 shares; 2026Q1: 3,055 shares; 2026Q2: 2,702 shares 2,702 $505K 0.01% -353 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 3,817 shares; 2025Q2: 3,782 shares; 2025Q3: 6,216 shares; 2025Q4: 9,330 shares; 2026Q1: 9,374 shares; 2026Q2: 9,874 shares 9,874 $504K 0.01% +500 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW 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: 11,176 shares; 2026Q2: 20,263 shares 20,263 $503K 0.01% +9,087 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: 1,849 shares; 2024Q4: 1,813 shares; 2025Q1: 2,149 shares; 2025Q2: 2,358 shares; 2025Q3: 2,810 shares; 2025Q4: 3,186 shares; 2026Q1: 2,896 shares; 2026Q2: 2,312 shares 2,312 $501K 0.01% -584 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 1,091 shares; 2026Q1: 2,290 shares; 2026Q2: 2,104 shares 2,104 $500K 0.01% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,780 shares; 2026Q2: 4,755 shares 4,755 $499K 0.01% +1,975 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY 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: 22,191 shares 22,191 $494K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,541 shares; 2024Q4: 4,704 shares; 2025Q1: 4,903 shares; 2025Q2: 4,871 shares; 2025Q3: 5,028 shares; 2025Q4: 5,422 shares; 2026Q1: 5,259 shares; 2026Q2: 3,755 shares 3,755 $494K 0.01% -1,504 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 900 shares; 2025Q4: 917 shares; 2026Q1: 1,320 shares; 2026Q2: 1,958 shares 1,958 $493K 0.01% +638 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 4,060 shares 4,060 $492K 0.01% +2,062 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 597 shares; 2025Q1: 583 shares; 2025Q2: 565 shares; 2025Q3: 579 shares; 2025Q4: 594 shares; 2026Q1: 686 shares; 2026Q2: 737 shares 737 $492K 0.01% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,037 shares; 2026Q1: 6,866 shares; 2026Q2: 10,539 shares 10,539 $490K 0.01% +3,673 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,209 shares; 2025Q4: 2,729 shares; 2026Q1: 3,284 shares; 2026Q2: 4,306 shares 4,306 $487K 0.01% +1,022 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 10,996 shares; 2026Q2: 12,501 shares 12,501 $487K 0.01% +1,505 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 833 shares; 2026Q2: 1,613 shares 1,613 $487K 0.01% +780 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,096 shares; 2025Q3: not reported; 2025Q4: 10,092 shares; 2026Q1: 11,037 shares; 2026Q2: 16,747 shares 16,747 $486K 0.01% +5,710 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,711 shares; 2025Q1: 1,681 shares; 2025Q2: 1,767 shares; 2025Q3: 1,946 shares; 2025Q4: 2,176 shares; 2026Q1: 2,451 shares; 2026Q2: 3,189 shares 3,189 $486K 0.01% +738 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,171 shares; 2026Q2: 6,698 shares 6,698 $485K 0.01% +1,527 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,268 shares; 2025Q3: 7,800 shares; 2025Q4: 8,583 shares; 2026Q1: 9,045 shares; 2026Q2: 10,194 shares 10,194 $485K 0.01% +1,149 Timeline