AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931,684 shares; 2024Q4: 1,904,969 shares; 2025Q1: 1,899,746 shares; 2025Q2: 1,910,139 shares; 2025Q3: 1,910,735 shares; 2025Q4: 1,889,776 shares; 2026Q1: 1,889,977 shares; 2026Q2: 1,882,904 shares 1,882,904 $545M 5.37% -7,073 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,482,578 shares; 2025Q3: 5,843,370 shares; 2025Q4: 6,852,855 shares; 2026Q1: 7,723,844 shares; 2026Q2: 8,610,022 shares 8,610,022 $439M 4.32% +886,178 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: 582,689 shares; 2024Q4: 576,039 shares; 2025Q1: 586,161 shares; 2025Q2: 576,028 shares; 2025Q3: 577,506 shares; 2025Q4: 610,480 shares; 2026Q1: 656,256 shares; 2026Q2: 4,180,396 shares 4,180,396 $360M 3.55% +3,524,140 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: 971,090 shares; 2024Q4: 957,150 shares; 2025Q1: 955,214 shares; 2025Q2: 946,747 shares; 2025Q3: 927,393 shares; 2025Q4: 905,532 shares; 2026Q1: 911,352 shares; 2026Q2: 901,874 shares 901,874 $336M 3.32% -9,478 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: 1,581,578 shares; 2024Q4: 1,583,064 shares; 2025Q1: 1,548,516 shares; 2025Q2: 1,558,710 shares; 2025Q3: 1,591,188 shares; 2025Q4: 1,616,358 shares; 2026Q1: 1,644,633 shares; 2026Q2: 1,635,716 shares 1,635,716 $327M 3.23% -8,917 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: 2,118,830 shares; 2024Q4: 2,267,834 shares; 2025Q1: 2,457,140 shares; 2025Q2: 2,518,698 shares; 2025Q3: 2,609,474 shares; 2025Q4: 2,555,605 shares; 2026Q1: 2,563,346 shares; 2026Q2: 3,105,139 shares 3,105,139 $318M 3.13% +541,793 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: 640,867 shares; 2024Q4: 637,647 shares; 2025Q1: 650,623 shares; 2025Q2: 645,799 shares; 2025Q3: 630,189 shares; 2025Q4: 648,165 shares; 2026Q1: 653,826 shares; 2026Q2: 660,759 shares 660,759 $236M 2.33% +6,933 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: 982,339 shares; 2024Q4: 976,567 shares; 2025Q1: 983,936 shares; 2025Q2: 985,594 shares; 2025Q3: 931,602 shares; 2025Q4: 936,301 shares; 2026Q1: 950,831 shares; 2026Q2: 890,254 shares 890,254 $212M 2.09% -60,577 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531,553 shares; 2024Q4: 1,591,922 shares; 2025Q1: 1,701,899 shares; 2025Q2: 1,847,040 shares; 2025Q3: 1,886,333 shares; 2025Q4: 1,951,231 shares; 2026Q1: 2,013,223 shares; 2026Q2: 2,040,031 shares 2,040,031 $212M 2.09% +26,808 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: 532,376 shares; 2024Q4: 523,022 shares; 2025Q1: 528,843 shares; 2025Q2: 525,269 shares; 2025Q3: 520,519 shares; 2025Q4: 510,358 shares; 2026Q1: 534,726 shares; 2026Q2: 548,367 shares 548,367 $207M 2.04% +13,641 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: 778,138 shares; 2024Q4: 780,699 shares; 2025Q1: 791,149 shares; 2025Q2: 814,925 shares; 2025Q3: 814,839 shares; 2025Q4: 814,687 shares; 2026Q1: 772,482 shares; 2026Q2: 770,075 shares 770,075 $197M 1.94% -2,407 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: 418,649 shares; 2024Q4: 448,354 shares; 2025Q1: 485,484 shares; 2025Q2: 546,104 shares; 2025Q3: 556,931 shares; 2025Q4: 567,959 shares; 2026Q1: 590,093 shares; 2026Q2: 600,979 shares 600,979 $182M 1.8% +10,886 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: 568,418 shares; 2024Q4: 567,869 shares; 2025Q1: 563,793 shares; 2025Q2: 540,599 shares; 2025Q3: 511,202 shares; 2025Q4: 504,885 shares; 2026Q1: 501,631 shares; 2026Q2: 500,364 shares 500,364 $177M 1.74% -1,267 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746,559 shares; 2024Q4: 742,700 shares; 2025Q1: 825,357 shares; 2025Q2: 956,036 shares; 2025Q3: 1,194,862 shares; 2025Q4: 1,439,846 shares; 2026Q1: 1,273,878 shares; 2026Q2: 1,188,094 shares 1,188,094 $174M 1.71% -85,784 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: 396,718 shares; 2024Q4: 378,579 shares; 2025Q1: 366,190 shares; 2025Q2: 354,183 shares; 2025Q3: 348,828 shares; 2025Q4: 346,021 shares; 2026Q1: 327,378 shares; 2026Q2: 1,288,814 shares 1,288,814 $160M 1.58% +961,436 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: 192,744 shares; 2024Q4: 190,946 shares; 2025Q1: 193,684 shares; 2025Q2: 195,543 shares; 2025Q3: 185,015 shares; 2025Q4: 196,075 shares; 2026Q1: 180,721 shares; 2026Q2: 188,706 shares 188,706 $141M 1.39% +7,985 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: 398,893 shares; 2024Q4: 403,082 shares; 2025Q1: 410,358 shares; 2025Q2: 423,957 shares; 2025Q3: 422,678 shares; 2025Q4: 441,169 shares; 2026Q1: 441,989 shares; 2026Q2: 1,657,960 shares 1,657,960 $134M 1.32% +1,215,971 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: 102,509 shares; 2024Q4: 102,033 shares; 2025Q1: 102,764 shares; 2025Q2: 103,839 shares; 2025Q3: 104,106 shares; 2025Q4: 103,672 shares; 2026Q1: 103,850 shares; 2026Q2: 101,158 shares 101,158 $121M 1.2% -2,692 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,877,835 shares; 2026Q1: 2,150,058 shares; 2026Q2: 2,109,171 shares 2,109,171 $119M 1.18% -40,887 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: 355,875 shares; 2024Q4: 354,164 shares; 2025Q1: 355,288 shares; 2025Q2: 356,203 shares; 2025Q3: 353,667 shares; 2025Q4: 352,552 shares; 2026Q1: 348,688 shares; 2026Q2: 344,057 shares 344,057 $118M 1.16% -4,631 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: 191,660 shares; 2024Q4: 195,000 shares; 2025Q1: 201,924 shares; 2025Q2: 205,652 shares; 2025Q3: 208,280 shares; 2025Q4: 207,361 shares; 2026Q1: 207,473 shares; 2026Q2: 205,270 shares 205,270 $116M 1.14% -2,203 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: 705,407 shares; 2024Q4: 705,043 shares; 2025Q1: 741,779 shares; 2025Q2: 831,931 shares; 2025Q3: 834,862 shares; 2025Q4: 831,369 shares; 2026Q1: 825,346 shares; 2026Q2: 768,428 shares 768,428 $114M 1.12% -56,918 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: 390,639 shares; 2024Q4: 392,775 shares; 2025Q1: 377,600 shares; 2025Q2: 376,735 shares; 2025Q3: 363,815 shares; 2025Q4: 344,281 shares; 2026Q1: 341,392 shares; 2026Q2: 343,499 shares 343,499 $112M 1.11% +2,107 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: 346,153 shares; 2024Q4: 353,989 shares; 2025Q1: 359,247 shares; 2025Q2: 376,947 shares; 2025Q3: 379,841 shares; 2025Q4: 403,058 shares; 2026Q1: 435,078 shares; 2026Q2: 442,652 shares 442,652 $107M 1.06% +7,574 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: 24,401 shares; 2024Q4: 24,560 shares; 2025Q1: 24,923 shares; 2025Q2: 25,341 shares; 2025Q3: 24,860 shares; 2025Q4: 24,617 shares; 2026Q1: 31,665 shares; 2026Q2: 337,368 shares 337,368 $102M 1% +305,703 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: 402,104 shares; 2024Q4: 380,922 shares; 2025Q1: 384,495 shares; 2025Q2: 396,225 shares; 2025Q3: 382,178 shares; 2025Q4: 365,525 shares; 2026Q1: 358,328 shares; 2026Q2: 341,851 shares 341,851 $86M 0.85% -16,477 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: 515,696 shares; 2024Q4: 517,842 shares; 2025Q1: 520,602 shares; 2025Q2: 564,875 shares; 2025Q3: 588,908 shares; 2025Q4: 639,730 shares; 2026Q1: 685,027 shares; 2026Q2: 709,810 shares 709,810 $83.4M 0.82% +24,783 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: 97,532 shares; 2024Q4: 96,271 shares; 2025Q1: 94,119 shares; 2025Q2: 92,237 shares; 2025Q3: 91,410 shares; 2025Q4: 90,432 shares; 2026Q1: 88,448 shares; 2026Q2: 87,315 shares 87,315 $81.7M 0.81% -1,133 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: 166,067 shares; 2024Q4: 164,829 shares; 2025Q1: 164,840 shares; 2025Q2: 164,065 shares; 2025Q3: 162,728 shares; 2025Q4: 161,033 shares; 2026Q1: 158,543 shares; 2026Q2: 155,399 shares 155,399 $79.8M 0.79% -3,144 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: 341,907 shares; 2024Q4: 342,424 shares; 2025Q1: 344,647 shares; 2025Q2: 334,983 shares; 2025Q3: 325,494 shares; 2025Q4: 314,253 shares; 2026Q1: 309,152 shares; 2026Q2: 308,337 shares 308,337 $78.3M 0.77% -815 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,730 shares; 2024Q4: 529,310 shares; 2025Q1: 512,518 shares; 2025Q2: 503,355 shares; 2025Q3: 485,281 shares; 2025Q4: 470,601 shares; 2026Q1: 502,743 shares; 2026Q2: 516,857 shares 516,857 $70.7M 0.7% +14,114 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: 267,839 shares; 2024Q4: 266,423 shares; 2025Q1: 273,502 shares; 2025Q2: 304,492 shares; 2025Q3: 421,602 shares; 2025Q4: 427,741 shares; 2026Q1: 412,417 shares; 2026Q2: 413,845 shares 413,845 $68.6M 0.68% +1,428 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: 133,282 shares; 2024Q4: 145,320 shares; 2025Q1: 149,164 shares; 2025Q2: 153,401 shares; 2025Q3: 162,634 shares; 2025Q4: 156,127 shares; 2026Q1: 156,172 shares; 2026Q2: 156,463 shares 156,463 $66.7M 0.66% +291 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543,921 shares; 2024Q4: 561,937 shares; 2025Q1: 592,690 shares; 2025Q2: 604,707 shares; 2025Q3: 586,523 shares; 2025Q4: 729,561 shares; 2026Q1: 721,960 shares; 2026Q2: 747,233 shares 747,233 $62.6M 0.62% +25,273 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: 208,284 shares; 2024Q4: 207,902 shares; 2025Q1: 209,412 shares; 2025Q2: 212,000 shares; 2025Q3: 202,687 shares; 2025Q4: 178,464 shares; 2026Q1: 179,659 shares; 2026Q2: 176,342 shares 176,342 $62.2M 0.61% -3,317 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: 165,197 shares; 2024Q4: 136,045 shares; 2025Q1: 136,006 shares; 2025Q2: 139,143 shares; 2025Q3: 135,794 shares; 2025Q4: 132,228 shares; 2026Q1: 129,546 shares; 2026Q2: 123,714 shares 123,714 $61.9M 0.61% -5,832 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,702 shares; 2024Q4: 28,100 shares; 2025Q1: 39,977 shares; 2025Q2: 74,138 shares; 2025Q3: 96,183 shares; 2025Q4: 115,000 shares; 2026Q1: 147,064 shares; 2026Q2: 1,222,092 shares 1,222,092 $60.2M 0.59% +1,075,028 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: 426,751 shares; 2024Q4: 447,945 shares; 2025Q1: 440,002 shares; 2025Q2: 468,528 shares; 2025Q3: 478,545 shares; 2025Q4: 1,021,078 shares; 2026Q1: 558,851 shares; 2026Q2: 588,927 shares 588,927 $58.3M 0.57% +30,076 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: 463,394 shares; 2024Q4: 486,434 shares; 2025Q1: 492,183 shares; 2025Q2: 503,602 shares; 2025Q3: 506,845 shares; 2025Q4: 520,544 shares; 2026Q1: 519,026 shares; 2026Q2: 511,092 shares 511,092 $57.9M 0.57% -7,934 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: 961,627 shares; 2024Q4: 990,642 shares; 2025Q1: 983,937 shares; 2025Q2: 990,527 shares; 2025Q3: 986,559 shares; 2025Q4: 1,029,767 shares; 2026Q1: 1,026,576 shares; 2026Q2: 1,005,065 shares 1,005,065 $57.3M 0.56% -21,511 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: 109,084 shares; 2024Q4: 92,851 shares; 2025Q1: 31,003 shares; 2025Q2: 28,125 shares; 2025Q3: 86,948 shares; 2025Q4: 88,801 shares; 2026Q1: 89,741 shares; 2026Q2: 93,696 shares 93,696 $54.4M 0.54% +3,955 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: 127,414 shares; 2024Q4: 128,996 shares; 2025Q1: 129,757 shares; 2025Q2: 136,385 shares; 2025Q3: 137,410 shares; 2025Q4: 135,532 shares; 2026Q1: 146,154 shares; 2026Q2: 172,984 shares 172,984 $51.6M 0.51% +26,830 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: 836,386 shares; 2024Q4: 815,091 shares; 2025Q1: 770,986 shares; 2025Q2: 744,286 shares; 2025Q3: 697,225 shares; 2025Q4: 712,348 shares; 2026Q1: 725,988 shares; 2026Q2: 833,272 shares 833,272 $49.7M 0.49% +107,284 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: 623,329 shares; 2024Q4: 639,477 shares; 2025Q1: 628,180 shares; 2025Q2: 644,460 shares; 2025Q3: 623,432 shares; 2025Q4: 615,725 shares; 2026Q1: 610,111 shares; 2026Q2: 607,084 shares 607,084 $49.3M 0.49% -3,027 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128,930 shares; 2025Q1: 129,699 shares; 2025Q2: 130,061 shares; 2025Q3: 126,438 shares; 2025Q4: 124,531 shares; 2026Q1: 118,475 shares; 2026Q2: 113,089 shares 113,089 $49M 0.48% -5,386 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: 272,995 shares; 2024Q4: 275,224 shares; 2025Q1: 276,627 shares; 2025Q2: 269,968 shares; 2025Q3: 278,421 shares; 2025Q4: 283,375 shares; 2026Q1: 270,204 shares; 2026Q2: 269,279 shares 269,279 $48.7M 0.48% -925 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: 68,498 shares; 2024Q4: 68,571 shares; 2025Q1: 69,261 shares; 2025Q2: 69,940 shares; 2025Q3: 68,067 shares; 2025Q4: 65,954 shares; 2026Q1: 66,401 shares; 2026Q2: 65,761 shares 65,761 $46.9M 0.46% -640 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: 137,271 shares; 2024Q4: 136,031 shares; 2025Q1: 136,368 shares; 2025Q2: 136,429 shares; 2025Q3: 135,246 shares; 2025Q4: 136,557 shares; 2026Q1: 136,039 shares; 2026Q2: 137,049 shares 137,049 $46.4M 0.46% +1,010 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: 107,305 shares; 2024Q4: 107,454 shares; 2025Q1: 104,031 shares; 2025Q2: 108,986 shares; 2025Q3: 79,459 shares; 2025Q4: 73,514 shares; 2026Q1: 82,527 shares; 2026Q2: 110,963 shares 110,963 $46.1M 0.45% +28,436 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375,745 shares; 2024Q4: 4,111,044 shares; 2025Q1: 4,090,737 shares; 2025Q2: 3,987,951 shares; 2025Q3: 2,982,998 shares; 2025Q4: 1,847,216 shares; 2026Q1: 1,587,128 shares; 2026Q2: 1,421,380 shares 1,421,380 $45.1M 0.44% -165,748 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: 218,077 shares; 2024Q4: 252,552 shares; 2025Q1: 322,904 shares; 2025Q2: 337,345 shares; 2025Q3: 338,275 shares; 2025Q4: 329,528 shares; 2026Q1: 306,317 shares; 2026Q2: 303,361 shares 303,361 $44.5M 0.44% -2,956 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: 163,099 shares; 2024Q4: 326,970 shares; 2025Q1: 328,460 shares; 2025Q2: 341,308 shares; 2025Q3: 345,562 shares; 2025Q4: 374,567 shares; 2026Q1: 381,224 shares; 2026Q2: 380,289 shares 380,289 $43.7M 0.43% -935 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: 152,790 shares; 2024Q4: 152,229 shares; 2025Q1: 151,818 shares; 2025Q2: 155,423 shares; 2025Q3: 145,053 shares; 2025Q4: 142,748 shares; 2026Q1: 165,502 shares; 2026Q2: 163,201 shares 163,201 $42.5M 0.42% -2,301 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: 57,857 shares; 2024Q4: 57,453 shares; 2025Q1: 54,621 shares; 2025Q2: 56,835 shares; 2025Q3: 57,538 shares; 2025Q4: 46,580 shares; 2026Q1: 57,196 shares; 2026Q2: 58,680 shares 58,680 $42.4M 0.42% +1,484 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: 61,383 shares; 2024Q4: 88,979 shares; 2025Q1: 93,651 shares; 2025Q2: 96,516 shares; 2025Q3: 103,376 shares; 2025Q4: 109,004 shares; 2026Q1: 110,281 shares; 2026Q2: 113,470 shares 113,470 $42.4M 0.42% +3,189 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: 321,525 shares; 2024Q4: 323,526 shares; 2025Q1: 251,553 shares; 2025Q2: 242,663 shares; 2025Q3: 225,581 shares; 2025Q4: 215,997 shares; 2026Q1: 300,942 shares; 2026Q2: 309,626 shares 309,626 $39.8M 0.39% +8,684 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: 284,068 shares; 2024Q4: 309,167 shares; 2025Q1: 305,704 shares; 2025Q2: 309,801 shares; 2025Q3: 269,251 shares; 2025Q4: 255,481 shares; 2026Q1: 270,650 shares; 2026Q2: 270,846 shares 270,846 $39.7M 0.39% +196 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: 3,094 shares; 2024Q4: 20,187 shares; 2025Q1: 22,991 shares; 2025Q2: 20,950 shares; 2025Q3: 20,489 shares; 2025Q4: 29,560 shares; 2026Q1: 32,884 shares; 2026Q2: 32,692 shares 32,692 $38.4M 0.38% -192 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: 238,502 shares; 2024Q4: 238,110 shares; 2025Q1: 239,738 shares; 2025Q2: 243,980 shares; 2025Q3: 244,537 shares; 2025Q4: 264,353 shares; 2026Q1: 265,569 shares; 2026Q2: 273,608 shares 273,608 $37.4M 0.37% +8,039 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: 37,518 shares; 2024Q4: 37,446 shares; 2025Q1: 171,961 shares; 2025Q2: 192,160 shares; 2025Q3: 206,168 shares; 2025Q4: 231,928 shares; 2026Q1: 249,585 shares; 2026Q2: 257,659 shares 257,659 $36.1M 0.36% +8,074 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: 75,992 shares; 2024Q4: 75,995 shares; 2025Q1: 77,382 shares; 2025Q2: 78,606 shares; 2025Q3: 82,056 shares; 2025Q4: 83,822 shares; 2026Q1: 86,753 shares; 2026Q2: 88,175 shares 88,175 $35.1M 0.35% +1,422 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: 50,413 shares; 2024Q4: 49,420 shares; 2025Q1: 50,238 shares; 2025Q2: 52,293 shares; 2025Q3: 51,459 shares; 2025Q4: 51,614 shares; 2026Q1: 51,516 shares; 2026Q2: 50,928 shares 50,928 $35M 0.34% -588 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: 49,458 shares; 2024Q4: 55,824 shares; 2025Q1: 59,215 shares; 2025Q2: 61,576 shares; 2025Q3: 63,700 shares; 2025Q4: 69,513 shares; 2026Q1: 75,615 shares; 2026Q2: 82,119 shares 82,119 $34.5M 0.34% +6,504 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: 24,888 shares; 2024Q4: 25,184 shares; 2025Q1: 24,593 shares; 2025Q2: 368,793 shares; 2025Q3: 367,247 shares; 2025Q4: 363,957 shares; 2026Q1: 366,116 shares; 2026Q2: 358,096 shares 358,096 $33M 0.33% -8,020 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: 372,512 shares; 2024Q4: 389,920 shares; 2025Q1: 359,881 shares; 2025Q2: 364,245 shares; 2025Q3: 401,122 shares; 2025Q4: 447,395 shares; 2026Q1: 412,409 shares; 2026Q2: 412,366 shares 412,366 $32.1M 0.32% -43 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: 205,127 shares; 2024Q4: 174,477 shares; 2025Q1: 174,347 shares; 2025Q2: 173,834 shares; 2025Q3: 114,811 shares; 2025Q4: 113,019 shares; 2026Q1: 111,581 shares; 2026Q2: 114,769 shares 114,769 $31.2M 0.31% +3,188 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,958 shares; 2024Q4: 280,128 shares; 2025Q1: 230,342 shares; 2025Q2: 214,960 shares; 2025Q3: 194,617 shares; 2025Q4: 185,256 shares; 2026Q1: 178,698 shares; 2026Q2: 169,965 shares 169,965 $30.8M 0.3% -8,733 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: 8,149 shares; 2024Q4: 7,959 shares; 2025Q1: 7,727 shares; 2025Q2: 7,543 shares; 2025Q3: 7,390 shares; 2025Q4: 7,230 shares; 2026Q1: 7,022 shares; 2026Q2: 171,826 shares 171,826 $30.6M 0.3% +164,804 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: 26,633 shares; 2024Q4: 26,953 shares; 2025Q1: 33,843 shares; 2025Q2: 35,288 shares; 2025Q3: 38,392 shares; 2025Q4: 412,797 shares; 2026Q1: 420,187 shares; 2026Q2: 413,320 shares 413,320 $29.5M 0.29% -6,867 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: 92,575 shares; 2024Q4: 91,628 shares; 2025Q1: 90,880 shares; 2025Q2: 91,159 shares; 2025Q3: 89,841 shares; 2025Q4: 87,857 shares; 2026Q1: 88,241 shares; 2026Q2: 88,932 shares 88,932 $29.4M 0.29% +691 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: 68,280 shares; 2024Q4: 65,467 shares; 2025Q1: 64,065 shares; 2025Q2: 62,957 shares; 2025Q3: 61,424 shares; 2025Q4: 300,653 shares; 2026Q1: 292,844 shares; 2026Q2: 290,633 shares 290,633 $28.9M 0.28% -2,211 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: 77,688 shares; 2024Q4: 79,914 shares; 2025Q1: 80,591 shares; 2025Q2: 84,401 shares; 2025Q3: 78,340 shares; 2025Q4: 64,127 shares; 2026Q1: 66,975 shares; 2026Q2: 71,064 shares 71,064 $28.2M 0.28% +4,089 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: 62,500 shares; 2024Q4: 62,325 shares; 2025Q1: 61,918 shares; 2025Q2: 62,484 shares; 2025Q3: 61,798 shares; 2025Q4: 61,763 shares; 2026Q1: 62,149 shares; 2026Q2: 61,717 shares 61,717 $28M 0.28% -432 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: 2,091 shares; 2025Q1: 3,014 shares; 2025Q2: 24,031 shares; 2025Q3: 161,120 shares; 2025Q4: 166,965 shares; 2026Q1: 166,342 shares; 2026Q2: 163,803 shares 163,803 $27.8M 0.27% -2,539 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: 128,424 shares; 2024Q4: 127,595 shares; 2025Q1: 126,971 shares; 2025Q2: 127,696 shares; 2025Q3: 126,593 shares; 2025Q4: 126,408 shares; 2026Q1: 124,892 shares; 2026Q2: 124,416 shares 124,416 $27.4M 0.27% -476 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: 17,525 shares; 2024Q4: 16,327 shares; 2025Q1: 15,781 shares; 2025Q2: 15,700 shares; 2025Q3: 13,964 shares; 2025Q4: 22,587 shares; 2026Q1: 110,957 shares; 2026Q2: 126,662 shares 126,662 $27.4M 0.27% +15,705 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: 240,003 shares; 2024Q4: 224,685 shares; 2025Q1: 228,742 shares; 2025Q2: 234,714 shares; 2025Q3: 242,745 shares; 2025Q4: 257,924 shares; 2026Q1: 270,039 shares; 2026Q2: 283,690 shares 283,690 $27.3M 0.27% +13,651 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: 87,708 shares; 2024Q4: 90,777 shares; 2025Q1: 93,759 shares; 2025Q2: 97,457 shares; 2025Q3: 96,917 shares; 2025Q4: 97,293 shares; 2026Q1: 97,987 shares; 2026Q2: 100,539 shares 100,539 $27.2M 0.27% +2,552 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: 93,547 shares; 2024Q4: 97,944 shares; 2025Q1: 107,018 shares; 2025Q2: 119,429 shares; 2025Q3: 118,909 shares; 2025Q4: 119,306 shares; 2026Q1: 132,603 shares; 2026Q2: 141,689 shares 141,689 $26.9M 0.27% +9,086 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,894 shares; 2024Q4: 118,288 shares; 2025Q1: 129,230 shares; 2025Q2: 129,276 shares; 2025Q3: 126,071 shares; 2025Q4: 107,158 shares; 2026Q1: 110,386 shares; 2026Q2: 114,169 shares 114,169 $26.2M 0.26% +3,783 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: 1,818 shares; 2024Q4: 31,189 shares; 2025Q1: 50,602 shares; 2025Q2: 53,632 shares; 2025Q3: 61,755 shares; 2025Q4: 65,733 shares; 2026Q1: 73,757 shares; 2026Q2: 76,593 shares 76,593 $26.1M 0.26% +2,836 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: 193,450 shares; 2024Q4: 193,033 shares; 2025Q1: 189,965 shares; 2025Q2: 189,534 shares; 2025Q3: 188,362 shares; 2025Q4: 188,983 shares; 2026Q1: 189,884 shares; 2026Q2: 189,809 shares 189,809 $26.1M 0.26% -75 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: 84,008 shares; 2024Q4: 84,239 shares; 2025Q1: 85,259 shares; 2025Q2: 85,629 shares; 2025Q3: 88,856 shares; 2025Q4: 87,138 shares; 2026Q1: 87,847 shares; 2026Q2: 91,311 shares 91,311 $25.7M 0.25% +3,464 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: 88,400 shares; 2024Q4: 87,586 shares; 2025Q1: 81,616 shares; 2025Q2: 81,020 shares; 2025Q3: 81,187 shares; 2025Q4: 79,161 shares; 2026Q1: 76,962 shares; 2026Q2: 73,702 shares 73,702 $25.4M 0.25% -3,260 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,855 shares; 2024Q4: 270,839 shares; 2025Q1: 278,796 shares; 2025Q2: 297,079 shares; 2025Q3: 301,604 shares; 2025Q4: 316,511 shares; 2026Q1: 285,153 shares; 2026Q2: 292,945 shares 292,945 $25.3M 0.25% +7,792 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: 88,824 shares; 2024Q4: 91,826 shares; 2025Q1: 95,988 shares; 2025Q2: 95,895 shares; 2025Q3: 86,764 shares; 2025Q4: 76,001 shares; 2026Q1: 72,183 shares; 2026Q2: 69,521 shares 69,521 $25.2M 0.25% -2,662 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: 82,793 shares; 2024Q4: 81,746 shares; 2025Q1: 82,244 shares; 2025Q2: 82,576 shares; 2025Q3: 79,958 shares; 2025Q4: 80,792 shares; 2026Q1: 78,213 shares; 2026Q2: 71,990 shares 71,990 $24.5M 0.24% -6,223 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,130 shares; 2024Q4: 47,323 shares; 2025Q1: 47,983 shares; 2025Q2: 46,938 shares; 2025Q3: 44,882 shares; 2025Q4: 68,516 shares; 2026Q1: 67,937 shares; 2026Q2: 70,907 shares 70,907 $24.4M 0.24% +2,970 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: 526,514 shares; 2024Q4: 505,425 shares; 2025Q1: 509,284 shares; 2025Q2: 516,737 shares; 2025Q3: 516,192 shares; 2025Q4: 507,685 shares; 2026Q1: 542,576 shares; 2026Q2: 569,958 shares 569,958 $24.1M 0.24% +27,382 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: 58,988 shares; 2024Q4: 60,716 shares; 2025Q1: 61,236 shares; 2025Q2: 63,721 shares; 2025Q3: 64,581 shares; 2025Q4: 66,826 shares; 2026Q1: 68,456 shares; 2026Q2: 73,580 shares 73,580 $23.2M 0.23% +5,124 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: 132,255 shares; 2024Q4: 131,954 shares; 2025Q1: 134,220 shares; 2025Q2: 130,114 shares; 2025Q3: 126,960 shares; 2025Q4: 126,792 shares; 2026Q1: 127,804 shares; 2026Q2: 119,584 shares 119,584 $22.8M 0.22% -8,220 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: 27,327 shares; 2024Q4: 29,256 shares; 2025Q1: 31,147 shares; 2025Q2: 33,506 shares; 2025Q3: 34,865 shares; 2025Q4: 39,907 shares; 2026Q1: 67,749 shares; 2026Q2: 71,365 shares 71,365 $22.7M 0.22% +3,616 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: 142,315 shares; 2024Q4: 143,737 shares; 2025Q1: 145,470 shares; 2025Q2: 149,579 shares; 2025Q3: 148,221 shares; 2025Q4: 149,963 shares; 2026Q1: 148,805 shares; 2026Q2: 148,900 shares 148,900 $22.6M 0.22% +95 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: 194,296 shares; 2024Q4: 205,583 shares; 2025Q1: 208,940 shares; 2025Q2: 227,089 shares; 2025Q3: 237,473 shares; 2025Q4: 267,742 shares; 2026Q1: 281,541 shares; 2026Q2: 323,749 shares 323,749 $22.1M 0.22% +42,208 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,280 shares; 2024Q4: 231,229 shares; 2025Q1: 229,518 shares; 2025Q2: 234,928 shares; 2025Q3: 229,102 shares; 2025Q4: 225,704 shares; 2026Q1: 218,144 shares; 2026Q2: 210,120 shares 210,120 $21.8M 0.22% -8,024 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: 280,711 shares; 2024Q4: 277,657 shares; 2025Q1: 284,261 shares; 2025Q2: 276,901 shares; 2025Q3: 265,395 shares; 2025Q4: 260,641 shares; 2026Q1: 264,629 shares; 2026Q2: 267,264 shares 267,264 $20.9M 0.21% +2,635 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: 28,996 shares; 2024Q4: 30,549 shares; 2025Q1: 31,035 shares; 2025Q2: 32,789 shares; 2025Q3: 35,558 shares; 2025Q4: 38,315 shares; 2026Q1: 42,157 shares; 2026Q2: 41,677 shares 41,677 $20.9M 0.21% -480 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: 96,195 shares; 2024Q4: 93,096 shares; 2025Q1: 91,730 shares; 2025Q2: 91,654 shares; 2025Q3: 91,581 shares; 2025Q4: 91,468 shares; 2026Q1: 91,290 shares; 2026Q2: 91,292 shares 91,292 $20.7M 0.2% +2 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: 130,225 shares; 2024Q4: 136,541 shares; 2025Q1: 135,470 shares; 2025Q2: 205,154 shares; 2025Q3: 217,768 shares; 2025Q4: 205,714 shares; 2026Q1: 269,294 shares; 2026Q2: 282,011 shares 282,011 $20.7M 0.2% +12,717 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: 89,429 shares; 2024Q4: 89,800 shares; 2025Q1: 90,479 shares; 2025Q2: 91,062 shares; 2025Q3: 89,620 shares; 2025Q4: 87,706 shares; 2026Q1: 88,706 shares; 2026Q2: 90,675 shares 90,675 $20.3M 0.2% +1,969 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: 70,891 shares; 2024Q4: 46,145 shares; 2025Q1: 55,050 shares; 2025Q2: 64,523 shares; 2025Q3: 69,322 shares; 2025Q4: 101,732 shares; 2026Q1: 132,977 shares; 2026Q2: 149,184 shares 149,184 $20.2M 0.2% +16,207 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,441 shares; 2024Q4: 92,844 shares; 2025Q1: 105,647 shares; 2025Q2: 168,017 shares; 2025Q3: 180,914 shares; 2025Q4: 186,103 shares; 2026Q1: 195,769 shares; 2026Q2: 208,598 shares 208,598 $19.8M 0.2% +12,829 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: 8,798 shares; 2024Q4: 7,822 shares; 2025Q1: 8,568 shares; 2025Q2: 9,389 shares; 2025Q3: 9,102 shares; 2025Q4: 8,964 shares; 2026Q1: 9,316 shares; 2026Q2: 9,873 shares 9,873 $19.6M 0.19% +557 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: 70,038 shares; 2024Q4: 72,489 shares; 2025Q1: 70,571 shares; 2025Q2: 72,206 shares; 2025Q3: 71,019 shares; 2025Q4: 69,438 shares; 2026Q1: 74,896 shares; 2026Q2: 75,041 shares 75,041 $19.5M 0.19% +145 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: 782 shares; 2024Q4: 735 shares; 2025Q1: 17 shares; 2025Q2: 3,049 shares; 2025Q3: 12,762 shares; 2025Q4: 13,314 shares; 2026Q1: 13,755 shares; 2026Q2: 14,100 shares 14,100 $19.5M 0.19% +345 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: 141,390 shares; 2024Q4: 145,360 shares; 2025Q1: 142,686 shares; 2025Q2: 146,234 shares; 2025Q3: 142,960 shares; 2025Q4: 168,483 shares; 2026Q1: 165,073 shares; 2026Q2: 164,447 shares 164,447 $19.3M 0.19% -626 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: 43,499 shares; 2024Q4: 45,068 shares; 2025Q1: 46,551 shares; 2025Q2: 48,750 shares; 2025Q3: 48,713 shares; 2025Q4: 49,444 shares; 2026Q1: 50,915 shares; 2026Q2: 51,994 shares 51,994 $19.3M 0.19% +1,079 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: 46,224 shares; 2024Q4: 46,301 shares; 2025Q1: 43,451 shares; 2025Q2: 41,941 shares; 2025Q3: 42,037 shares; 2025Q4: 41,526 shares; 2026Q1: 41,606 shares; 2026Q2: 40,991 shares 40,991 $18.8M 0.19% -615 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,444 shares; 2024Q4: 37,615 shares; 2025Q1: 39,886 shares; 2025Q2: 54,006 shares; 2025Q3: 60,452 shares; 2025Q4: 65,704 shares; 2026Q1: 73,684 shares; 2026Q2: 73,286 shares 73,286 $18.7M 0.18% -398 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: 223,639 shares; 2024Q4: 224,556 shares; 2025Q1: 226,913 shares; 2025Q2: 235,286 shares; 2025Q3: 238,564 shares; 2025Q4: 243,208 shares; 2026Q1: 246,746 shares; 2026Q2: 256,211 shares 256,211 $18.4M 0.18% +9,465 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: 89,316 shares; 2024Q4: 82,668 shares; 2025Q1: 70,616 shares; 2025Q2: 119,485 shares; 2025Q3: 149,882 shares; 2025Q4: 142,704 shares; 2026Q1: 169,647 shares; 2026Q2: 178,958 shares 178,958 $18.3M 0.18% +9,311 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,720 shares; 2024Q4: 86,296 shares; 2025Q1: 92,271 shares; 2025Q2: 97,744 shares; 2025Q3: 98,084 shares; 2025Q4: 96,638 shares; 2026Q1: 99,293 shares; 2026Q2: 97,838 shares 97,838 $18.1M 0.18% -1,455 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: 232,161 shares; 2024Q4: 231,149 shares; 2025Q1: 227,258 shares; 2025Q2: 237,313 shares; 2025Q3: 177,976 shares; 2025Q4: 170,630 shares; 2026Q1: 94,632 shares; 2026Q2: 97,749 shares 97,749 $18.1M 0.18% +3,117 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $18M 0.18% 0 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: 72,755 shares; 2024Q4: 73,912 shares; 2025Q1: 75,000 shares; 2025Q2: 76,617 shares; 2025Q3: 75,365 shares; 2025Q4: 75,045 shares; 2026Q1: 77,247 shares; 2026Q2: 81,382 shares 81,382 $18M 0.18% +4,135 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: 24,252 shares; 2024Q4: 25,987 shares; 2025Q1: 27,333 shares; 2025Q2: 30,281 shares; 2025Q3: 31,661 shares; 2025Q4: 30,253 shares; 2026Q1: 33,638 shares; 2026Q2: 34,244 shares 34,244 $17.8M 0.18% +606 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: 16,809 shares; 2024Q4: 26,287 shares; 2025Q1: 43,832 shares; 2025Q2: 40,305 shares; 2025Q3: 40,400 shares; 2025Q4: 41,531 shares; 2026Q1: 81,786 shares; 2026Q2: 83,096 shares 83,096 $17.7M 0.17% +1,310 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: 112,487 shares; 2024Q4: 113,758 shares; 2025Q1: 114,167 shares; 2025Q2: 113,159 shares; 2025Q3: 111,387 shares; 2025Q4: 120,639 shares; 2026Q1: 109,595 shares; 2026Q2: 111,795 shares 111,795 $17.5M 0.17% +2,200 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: 137,996 shares; 2024Q4: 140,431 shares; 2025Q1: 142,962 shares; 2025Q2: 147,094 shares; 2025Q3: 145,112 shares; 2025Q4: 142,064 shares; 2026Q1: 142,611 shares; 2026Q2: 147,627 shares 147,627 $17.4M 0.17% +5,016 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,578 shares; 2024Q4: 69,088 shares; 2025Q1: 73,178 shares; 2025Q2: 75,342 shares; 2025Q3: 79,020 shares; 2025Q4: 84,223 shares; 2026Q1: 85,734 shares; 2026Q2: 89,134 shares 89,134 $17.3M 0.17% +3,400 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: 46,051 shares; 2024Q4: 46,521 shares; 2025Q1: 47,001 shares; 2025Q2: 47,966 shares; 2025Q3: 48,303 shares; 2025Q4: 50,223 shares; 2026Q1: 50,781 shares; 2026Q2: 50,894 shares 50,894 $16.9M 0.17% +113 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: 8,156 shares; 2024Q4: 9,454 shares; 2025Q1: 9,339 shares; 2025Q2: 13,412 shares; 2025Q3: 43,617 shares; 2025Q4: 73,363 shares; 2026Q1: 69,324 shares; 2026Q2: 67,802 shares 67,802 $16.5M 0.16% -1,522 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: 130,142 shares; 2024Q4: 143,424 shares; 2025Q1: 156,780 shares; 2025Q2: 338,061 shares; 2025Q3: 338,183 shares; 2025Q4: 326,127 shares; 2026Q1: 330,542 shares; 2026Q2: 342,337 shares 342,337 $16.4M 0.16% +11,795 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,385 shares; 2024Q4: 115,442 shares; 2025Q1: 116,829 shares; 2025Q2: 117,889 shares; 2025Q3: 115,383 shares; 2025Q4: 167,422 shares; 2026Q1: 319,046 shares; 2026Q2: 341,905 shares 341,905 $16.4M 0.16% +22,859 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: 41,699 shares; 2024Q4: 45,686 shares; 2025Q1: 46,067 shares; 2025Q2: 47,743 shares; 2025Q3: 39,029 shares; 2025Q4: 47,920 shares; 2026Q1: 44,441 shares; 2026Q2: 44,660 shares 44,660 $16.3M 0.16% +219 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,711 shares; 2024Q4: 75,050 shares; 2025Q1: 87,548 shares; 2025Q2: 107,967 shares; 2025Q3: 113,509 shares; 2025Q4: 107,082 shares; 2026Q1: 87,848 shares; 2026Q2: 91,393 shares 91,393 $16.1M 0.16% +3,545 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: 79,710 shares; 2026Q2: 84,701 shares 84,701 $16.1M 0.16% +4,991 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: 314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,745 shares; 2025Q4: 52,701 shares; 2026Q1: 53,335 shares; 2026Q2: 54,208 shares 54,208 $15.7M 0.15% +873 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,797 shares; 2024Q4: 139,740 shares; 2025Q1: 141,427 shares; 2025Q2: 139,030 shares; 2025Q3: 173,255 shares; 2025Q4: 420,126 shares; 2026Q1: 183,603 shares; 2026Q2: 196,125 shares 196,125 $15.7M 0.15% +12,522 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: 3,195 shares; 2024Q4: 2,718 shares; 2025Q1: 2,865 shares; 2025Q2: 2,825 shares; 2025Q3: 25,128 shares; 2025Q4: 30,866 shares; 2026Q1: 34,401 shares; 2026Q2: 43,817 shares 43,817 $15.5M 0.15% +9,416 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: 289 shares; 2024Q4: 73 shares; 2025Q1: 100 shares; 2025Q2: 284 shares; 2025Q3: 259 shares; 2025Q4: 9,320 shares; 2026Q1: 10,591 shares; 2026Q2: 15,301 shares 15,301 $15.5M 0.15% +4,710 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: 111,999 shares; 2024Q4: 116,606 shares; 2025Q1: 117,674 shares; 2025Q2: 121,179 shares; 2025Q3: 124,026 shares; 2025Q4: 133,056 shares; 2026Q1: 137,911 shares; 2026Q2: 125,547 shares 125,547 $15.5M 0.15% -12,364 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: 110,863 shares; 2026Q1: 95,864 shares; 2026Q2: 93,432 shares 93,432 $15.3M 0.15% -2,432 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: 167,778 shares; 2024Q4: 167,913 shares; 2025Q1: 169,447 shares; 2025Q2: 171,265 shares; 2025Q3: 177,191 shares; 2025Q4: 177,557 shares; 2026Q1: 165,156 shares; 2026Q2: 167,541 shares 167,541 $15.2M 0.15% +2,385 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: 67,119 shares; 2024Q4: 67,497 shares; 2025Q1: 66,845 shares; 2025Q2: 65,910 shares; 2025Q3: 63,357 shares; 2025Q4: 62,409 shares; 2026Q1: 59,021 shares; 2026Q2: 51,886 shares 51,886 $15.1M 0.15% -7,135 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: 3,437 shares; 2024Q4: 3,143 shares; 2025Q1: 24,917 shares; 2025Q2: 26,327 shares; 2025Q3: 28,211 shares; 2025Q4: 29,163 shares; 2026Q1: 29,769 shares; 2026Q2: 30,364 shares 30,364 $14.9M 0.15% +595 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 67,657 shares; 2025Q2: 128,943 shares; 2025Q3: 142,164 shares; 2025Q4: 159,816 shares; 2026Q1: 198,014 shares; 2026Q2: 204,578 shares 204,578 $14.8M 0.15% +6,564 Timeline KRE 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: 107,432 shares; 2024Q4: 144,578 shares; 2025Q1: 167,079 shares; 2025Q2: 173,717 shares; 2025Q3: 173,587 shares; 2025Q4: 165,874 shares; 2026Q1: 190,433 shares; 2026Q2: 197,756 shares 197,756 $14.8M 0.15% +7,323 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,449 shares; 2024Q4: 37,882 shares; 2025Q1: 37,560 shares; 2025Q2: 36,619 shares; 2025Q3: 37,312 shares; 2025Q4: 38,454 shares; 2026Q1: 38,148 shares; 2026Q2: 37,914 shares 37,914 $14.8M 0.15% -234 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,307 shares; 2024Q4: 593,030 shares; 2025Q1: 578,362 shares; 2025Q2: 563,325 shares; 2025Q3: 527,851 shares; 2025Q4: 493,119 shares; 2026Q1: 461,934 shares; 2026Q2: 434,098 shares 434,098 $14.8M 0.15% -27,836 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,874 shares; 2024Q4: 140,990 shares; 2025Q1: 145,724 shares; 2025Q2: 158,816 shares; 2025Q3: 165,458 shares; 2025Q4: 176,222 shares; 2026Q1: 179,957 shares; 2026Q2: 184,754 shares 184,754 $14.7M 0.15% +4,797 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: 708,809 shares; 2024Q4: 711,006 shares; 2025Q1: 657,349 shares; 2025Q2: 622,405 shares; 2025Q3: 605,964 shares; 2025Q4: 596,434 shares; 2026Q1: 608,782 shares; 2026Q2: 696,420 shares 696,420 $14.4M 0.14% +87,638 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: 301,811 shares; 2024Q4: 288,532 shares; 2025Q1: 263,994 shares; 2025Q2: 261,011 shares; 2025Q3: 56,391 shares; 2025Q4: 53,536 shares; 2026Q1: 48,856 shares; 2026Q2: 48,346 shares 48,346 $14.4M 0.14% -510 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: 902 shares; 2024Q4: 157 shares; 2025Q1: 52 shares; 2025Q2: 111 shares; 2025Q3: 199 shares; 2025Q4: 1,663 shares; 2026Q1: 1,795 shares; 2026Q2: 12,423 shares 12,423 $14.3M 0.14% +10,628 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 459 shares; 2025Q1: 36,675 shares; 2025Q2: 37,969 shares; 2025Q3: 39,888 shares; 2025Q4: 40,955 shares; 2026Q1: 43,484 shares; 2026Q2: 44,206 shares 44,206 $14M 0.14% +722 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: 244,629 shares; 2024Q4: 230,810 shares; 2025Q1: 234,259 shares; 2025Q2: 235,237 shares; 2025Q3: 220,883 shares; 2025Q4: 217,036 shares; 2026Q1: 203,643 shares; 2026Q2: 187,200 shares 187,200 $13.5M 0.13% -16,443 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: 76,997 shares; 2024Q4: 83,511 shares; 2025Q1: 88,206 shares; 2025Q2: 92,371 shares; 2025Q3: 92,646 shares; 2025Q4: 104,407 shares; 2026Q1: 108,164 shares; 2026Q2: 106,767 shares 106,767 $13.5M 0.13% -1,397 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: 202,201 shares; 2024Q4: 173,877 shares; 2025Q1: 165,663 shares; 2025Q2: 159,087 shares; 2025Q3: 149,530 shares; 2025Q4: 143,921 shares; 2026Q1: 141,777 shares; 2026Q2: 136,420 shares 136,420 $13.1M 0.13% -5,357 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: 80,928 shares; 2024Q4: 82,891 shares; 2025Q1: 82,634 shares; 2025Q2: 85,225 shares; 2025Q3: 86,292 shares; 2025Q4: 89,041 shares; 2026Q1: 71,310 shares; 2026Q2: 77,661 shares 77,661 $13M 0.13% +6,351 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: 148,297 shares; 2024Q4: 133,300 shares; 2025Q1: 134,003 shares; 2025Q2: 186,472 shares; 2025Q3: 180,825 shares; 2025Q4: 181,308 shares; 2026Q1: 175,761 shares; 2026Q2: 164,030 shares 164,030 $12.6M 0.12% -11,731 Timeline PWV 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: 146,024 shares; 2024Q4: 145,594 shares; 2025Q1: 149,542 shares; 2025Q2: 151,182 shares; 2025Q3: 153,792 shares; 2025Q4: 157,154 shares; 2026Q1: 163,570 shares; 2026Q2: 161,665 shares 161,665 $12.2M 0.12% -1,905 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,393 shares; 2024Q4: 175,439 shares; 2025Q1: 175,478 shares; 2025Q2: 176,763 shares; 2025Q3: 164,838 shares; 2025Q4: 158,600 shares; 2026Q1: 164,606 shares; 2026Q2: 166,216 shares 166,216 $12.1M 0.12% +1,610 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: 53,704 shares 53,704 $12M 0.12% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,411 shares; 2025Q1: 3,440 shares; 2025Q2: 3,562 shares; 2025Q3: 3,499 shares; 2025Q4: 3,571 shares; 2026Q1: 3,541 shares; 2026Q2: 3,755 shares 3,755 $12M 0.12% +214 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: 199,859 shares; 2024Q4: 220,140 shares; 2025Q1: 232,910 shares; 2025Q2: 160,029 shares; 2025Q3: 156,439 shares; 2025Q4: 129,539 shares; 2026Q1: 129,629 shares; 2026Q2: 127,681 shares 127,681 $11.9M 0.12% -1,948 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: 152,093 shares; 2024Q4: 155,749 shares; 2025Q1: 151,458 shares; 2025Q2: 149,333 shares; 2025Q3: 150,957 shares; 2025Q4: 152,830 shares; 2026Q1: 145,569 shares; 2026Q2: 129,889 shares 129,889 $11.9M 0.12% -15,680 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: 53,710 shares 53,710 $11.9M 0.12% new 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: 3,115 shares; 2024Q4: 33,061 shares; 2025Q1: 47,686 shares; 2025Q2: 48,624 shares; 2025Q3: 49,578 shares; 2025Q4: 49,409 shares; 2026Q1: 50,629 shares; 2026Q2: 53,000 shares 53,000 $11.8M 0.12% +2,371 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: 118,952 shares; 2024Q4: 116,047 shares; 2025Q1: 111,557 shares; 2025Q2: 106,237 shares; 2025Q3: 98,770 shares; 2025Q4: 87,255 shares; 2026Q1: 88,321 shares; 2026Q2: 87,015 shares 87,015 $11.8M 0.12% -1,306 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: 11,731 shares; 2024Q4: 11,270 shares; 2025Q1: 11,384 shares; 2025Q2: 13,389 shares; 2025Q3: 11,247 shares; 2025Q4: 11,588 shares; 2026Q1: 52,086 shares; 2026Q2: 57,588 shares 57,588 $11.6M 0.11% +5,502 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,753 shares; 2024Q4: 252,697 shares; 2025Q1: 253,489 shares; 2025Q2: 257,432 shares; 2025Q3: 247,331 shares; 2025Q4: 242,734 shares; 2026Q1: 247,935 shares; 2026Q2: 262,066 shares 262,066 $11.5M 0.11% +14,131 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: 13,994 shares; 2024Q4: 15,376 shares; 2025Q1: 15,211 shares; 2025Q2: 14,738 shares; 2025Q3: 13,945 shares; 2025Q4: 14,546 shares; 2026Q1: 15,599 shares; 2026Q2: 15,599 shares 15,599 $11.5M 0.11% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,263 shares; 2025Q2: 142,237 shares; 2025Q3: 229,133 shares; 2025Q4: 285,813 shares; 2026Q1: 329,108 shares; 2026Q2: 323,679 shares 323,679 $11.4M 0.11% -5,429 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,077 shares; 2024Q4: 109,729 shares; 2025Q1: 113,868 shares; 2025Q2: 122,475 shares; 2025Q3: 123,994 shares; 2025Q4: 147,822 shares; 2026Q1: 135,482 shares; 2026Q2: 136,727 shares 136,727 $11.2M 0.11% +1,245 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: 2 shares; 2024Q4: 177 shares; 2025Q1: 277 shares; 2025Q2: 1,710 shares; 2025Q3: 7,230 shares; 2025Q4: 6,597 shares; 2026Q1: 8,102 shares; 2026Q2: 8,408 shares 8,408 $11.2M 0.11% +306 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: 362,384 shares; 2024Q4: 470,485 shares; 2025Q1: 389,564 shares; 2025Q2: 320,227 shares; 2025Q3: 243,407 shares; 2025Q4: 372,079 shares; 2026Q1: 220,932 shares; 2026Q2: 219,418 shares 219,418 $11.1M 0.11% -1,514 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 135,180 shares; 2026Q1: 145,635 shares; 2026Q2: 153,973 shares 153,973 $11.1M 0.11% +8,338 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: 82,514 shares; 2024Q4: 82,881 shares; 2025Q1: 86,859 shares; 2025Q2: 87,439 shares; 2025Q3: 66,753 shares; 2025Q4: 64,748 shares; 2026Q1: 70,446 shares; 2026Q2: 70,539 shares 70,539 $11.1M 0.11% +93 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,941 shares; 2024Q4: 69,386 shares; 2025Q1: 74,120 shares; 2025Q2: 89,819 shares; 2025Q3: 93,006 shares; 2025Q4: 91,990 shares; 2026Q1: 90,527 shares; 2026Q2: 92,989 shares 92,989 $11M 0.11% +2,462 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: 747 shares; 2024Q4: 747 shares; 2025Q1: 43 shares; 2025Q2: 34,250 shares; 2025Q3: 117,740 shares; 2025Q4: 103,787 shares; 2026Q1: 166,940 shares; 2026Q2: 174,095 shares 174,095 $10.9M 0.11% +7,155 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: 51,246 shares; 2024Q4: 51,057 shares; 2025Q1: 50,299 shares; 2025Q2: 64,739 shares; 2025Q3: 67,531 shares; 2025Q4: 62,604 shares; 2026Q1: 66,422 shares; 2026Q2: 65,764 shares 65,764 $10.8M 0.11% -658 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,234 shares; 2024Q4: 86,742 shares; 2025Q1: 109,838 shares; 2025Q2: 155,280 shares; 2025Q3: 191,255 shares; 2025Q4: 254,576 shares; 2026Q1: 259,833 shares; 2026Q2: 282,636 shares 282,636 $10.7M 0.11% +22,803 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: 22,427 shares; 2024Q4: 21,279 shares; 2025Q1: 20,991 shares; 2025Q2: 21,845 shares; 2025Q3: 20,506 shares; 2025Q4: 18,535 shares; 2026Q1: 18,697 shares; 2026Q2: 27,444 shares 27,444 $10.6M 0.1% +8,747 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: 142,856 shares; 2024Q4: 124,591 shares; 2025Q1: 84,455 shares; 2025Q2: 89,111 shares; 2025Q3: 73,696 shares; 2025Q4: 61,926 shares; 2026Q1: 74,235 shares; 2026Q2: 75,928 shares 75,928 $10.6M 0.1% +1,693 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: 24,454 shares; 2024Q4: 56,858 shares; 2025Q1: 68,537 shares; 2025Q2: 65,198 shares; 2025Q3: 57,679 shares; 2025Q4: 131,085 shares; 2026Q1: 106,088 shares; 2026Q2: 107,657 shares 107,657 $10.4M 0.1% +1,569 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,216 shares; 2024Q4: 335,273 shares; 2025Q1: 347,789 shares; 2025Q2: 374,907 shares; 2025Q3: 359,803 shares; 2025Q4: 431,394 shares; 2026Q1: 497,796 shares; 2026Q2: 541,050 shares 541,050 $10.3M 0.1% +43,254 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,595 shares; 2024Q4: 131,551 shares; 2025Q1: 132,333 shares; 2025Q2: 137,483 shares; 2025Q3: 135,531 shares; 2025Q4: 132,482 shares; 2026Q1: 137,667 shares; 2026Q2: 143,138 shares 143,138 $10.2M 0.1% +5,471 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 153,431 shares; 2025Q4: 186,352 shares; 2026Q1: 188,508 shares; 2026Q2: 192,162 shares 192,162 $10.2M 0.1% +3,654 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: 501,864 shares; 2024Q4: 434,408 shares; 2025Q1: 363,125 shares; 2025Q2: 364,559 shares; 2025Q3: 357,994 shares; 2025Q4: 364,253 shares; 2026Q1: 391,508 shares; 2026Q2: 414,809 shares 414,809 $10.2M 0.1% +23,301 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,150 shares; 2024Q4: 83,213 shares; 2025Q1: 96,852 shares; 2025Q2: 126,457 shares; 2025Q3: 177,859 shares; 2025Q4: 217,760 shares; 2026Q1: 244,580 shares; 2026Q2: 262,721 shares 262,721 $9.85M 0.1% +18,141 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: 9,785 shares; 2024Q4: 10,351 shares; 2025Q1: 9,609 shares; 2025Q2: 9,691 shares; 2025Q3: 9,872 shares; 2025Q4: 10,195 shares; 2026Q1: 8,753 shares; 2026Q2: 9,072 shares 9,072 $9.66M 0.1% +319 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: 11,312 shares; 2024Q4: 10,871 shares; 2025Q1: 13,911 shares; 2025Q2: 24,500 shares; 2025Q3: 24,287 shares; 2025Q4: 53,753 shares; 2026Q1: 46,973 shares; 2026Q2: 50,251 shares 50,251 $9.57M 0.09% +3,278 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: 300 shares; 2025Q4: 500 shares; 2026Q1: 300 shares; 2026Q2: 11,101 shares 11,101 $9.53M 0.09% +10,801 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: 873 shares; 2024Q4: 893 shares; 2025Q1: 1,027 shares; 2025Q2: 682 shares; 2025Q3: 505 shares; 2025Q4: 590 shares; 2026Q1: 16,568 shares; 2026Q2: 18,291 shares 18,291 $9.09M 0.09% +1,723 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: 1,183 shares; 2024Q4: 1,294 shares; 2025Q1: 1,967 shares; 2025Q2: 2,423 shares; 2025Q3: 3,510 shares; 2025Q4: 5,342 shares; 2026Q1: 5,237 shares; 2026Q2: 18,294 shares 18,294 $8.74M 0.09% +13,057 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: 20,961 shares; 2024Q4: 21,990 shares; 2025Q1: 21,769 shares; 2025Q2: 27,738 shares; 2025Q3: 28,267 shares; 2025Q4: 28,292 shares; 2026Q1: 28,667 shares; 2026Q2: 28,598 shares 28,598 $8.59M 0.08% -69 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: 4,820 shares; 2024Q4: 4,199 shares; 2025Q1: 3,369 shares; 2025Q2: 3,225 shares; 2025Q3: 4,107 shares; 2025Q4: 4,699 shares; 2026Q1: 5,049 shares; 2026Q2: 11,431 shares 11,431 $8.56M 0.08% +6,382 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,928 shares; 2024Q4: 20,465 shares; 2025Q1: 24,132 shares; 2025Q2: 32,084 shares; 2025Q3: 37,482 shares; 2025Q4: 50,034 shares; 2026Q1: 53,728 shares; 2026Q2: 54,323 shares 54,323 $8.53M 0.08% +595 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: 140,718 shares; 2024Q4: 137,094 shares; 2025Q1: 133,891 shares; 2025Q2: 132,777 shares; 2025Q3: 125,027 shares; 2025Q4: 108,187 shares; 2026Q1: 107,595 shares; 2026Q2: 107,129 shares 107,129 $8.44M 0.08% -466 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 498 shares; 2026Q1: 188,603 shares; 2026Q2: 207,498 shares 207,498 $8.18M 0.08% +18,895 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: 5 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,640 shares 22,640 $8.13M 0.08% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 325,997 shares; 2026Q2: 410,588 shares 410,588 $8.04M 0.08% +84,591 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,858 shares; 2024Q4: 38,461 shares; 2025Q1: 57,115 shares; 2025Q2: 93,425 shares; 2025Q3: 111,439 shares; 2025Q4: 142,148 shares; 2026Q1: 191,778 shares; 2026Q2: 180,151 shares 180,151 $8.01M 0.08% -11,627 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: 14,528 shares; 2024Q4: 15,319 shares; 2025Q1: 15,755 shares; 2025Q2: 16,642 shares; 2025Q3: 18,045 shares; 2025Q4: 17,485 shares; 2026Q1: 17,590 shares; 2026Q2: 17,580 shares 17,580 $7.84M 0.08% -10 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 38 shares; 2025Q1: 31 shares; 2025Q2: 99 shares; 2025Q3: 39,037 shares; 2025Q4: 55,279 shares; 2026Q1: 63,759 shares; 2026Q2: 67,398 shares 67,398 $7.76M 0.08% +3,639 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,160 shares; 2024Q4: 40,911 shares; 2025Q1: 51,936 shares; 2025Q2: 71,835 shares; 2025Q3: 109,042 shares; 2025Q4: 137,291 shares; 2026Q1: 168,272 shares; 2026Q2: 171,161 shares 171,161 $7.25M 0.07% +2,889 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: 18,300 shares; 2024Q4: 16,745 shares; 2025Q1: 18,845 shares; 2025Q2: 18,847 shares; 2025Q3: 19,153 shares; 2025Q4: 19,134 shares; 2026Q1: 19,529 shares; 2026Q2: 19,636 shares 19,636 $7.23M 0.07% +107 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,921 shares; 2024Q4: 172,941 shares; 2025Q1: 148,116 shares; 2025Q2: 131,167 shares; 2025Q3: 119,346 shares; 2025Q4: 118,307 shares; 2026Q1: 113,095 shares; 2026Q2: 106,208 shares 106,208 $7.18M 0.07% -6,887 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,690 shares; 2024Q4: 290,822 shares; 2025Q1: 282,548 shares; 2025Q2: 270,647 shares; 2025Q3: 109,339 shares; 2025Q4: 92,364 shares; 2026Q1: 85,510 shares; 2026Q2: 80,834 shares 80,834 $7M 0.07% -4,676 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: 29,965 shares; 2024Q4: 30,353 shares; 2025Q1: 30,536 shares; 2025Q2: 30,644 shares; 2025Q3: 18,330 shares; 2025Q4: 18,271 shares; 2026Q1: 16,927 shares; 2026Q2: 16,678 shares 16,678 $6.79M 0.07% -249 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: 39 shares; 2024Q4: 1,696 shares; 2025Q1: 17,585 shares; 2025Q2: 1,821 shares; 2025Q3: 1,504 shares; 2025Q4: 4,042 shares; 2026Q1: 53,595 shares; 2026Q2: 58,044 shares 58,044 $6.77M 0.07% +4,449 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,122 shares 39,122 $6.68M 0.07% new 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: 995 shares; 2024Q4: 795 shares; 2025Q1: 1,147 shares; 2025Q2: 1,385 shares; 2025Q3: 1,347 shares; 2025Q4: 1,206 shares; 2026Q1: 1,148 shares; 2026Q2: 10,499 shares 10,499 $6.66M 0.07% +9,351 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 317 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 54,546 shares 54,546 $6.62M 0.07% +54,228 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: 4,159 shares; 2024Q4: 6,040 shares; 2025Q1: 6,484 shares; 2025Q2: 8,200 shares; 2025Q3: 11,762 shares; 2025Q4: 14,512 shares; 2026Q1: 22,283 shares; 2026Q2: 17,379 shares 17,379 $6.43M 0.06% -4,904 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,764 shares; 2024Q4: 80,714 shares; 2025Q1: 94,607 shares; 2025Q2: 121,889 shares; 2025Q3: 155,980 shares; 2025Q4: 197,784 shares; 2026Q1: 207,948 shares; 2026Q2: 232,863 shares 232,863 $6.36M 0.06% +24,915 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: 45,368 shares; 2024Q4: 44,160 shares; 2025Q1: 42,988 shares; 2025Q2: 42,424 shares; 2025Q3: 42,253 shares; 2025Q4: 42,367 shares; 2026Q1: 43,032 shares; 2026Q2: 43,590 shares 43,590 $6.24M 0.06% +558 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: 9,204 shares; 2024Q4: 10,367 shares; 2025Q1: 20,921 shares; 2025Q2: 24,682 shares; 2025Q3: 31,335 shares; 2025Q4: 33,030 shares; 2026Q1: 45,730 shares; 2026Q2: 48,759 shares 48,759 $6.07M 0.06% +3,029 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,065 shares; 2024Q4: 41,749 shares; 2025Q1: 51,383 shares; 2025Q2: 66,449 shares; 2025Q3: 83,657 shares; 2025Q4: 112,894 shares; 2026Q1: 126,808 shares; 2026Q2: 128,146 shares 128,146 $6.05M 0.06% +1,338 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,949 shares; 2025Q1: 6,916 shares; 2025Q2: 6,785 shares; 2025Q3: 6,719 shares; 2025Q4: 6,542 shares; 2026Q1: 6,125 shares; 2026Q2: 6,176 shares 6,176 $5.94M 0.06% +51 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,000 shares; 2024Q4: 172,000 shares; 2025Q1: 172,000 shares; 2025Q2: 122,600 shares; 2025Q3: 122,600 shares; 2025Q4: 122,600 shares; 2026Q1: 117,080 shares; 2026Q2: 117,080 shares 117,080 $5.84M 0.06% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 134 shares; 2025Q1: 355 shares; 2025Q2: 416 shares; 2025Q3: 406 shares; 2025Q4: 256 shares; 2026Q1: 55,578 shares; 2026Q2: 54,740 shares 54,740 $5.84M 0.06% -838 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: 127,246 shares; 2024Q4: 94,053 shares; 2025Q1: 91,553 shares; 2025Q2: 101,347 shares; 2025Q3: 219,887 shares; 2025Q4: 163,860 shares; 2026Q1: 113,128 shares; 2026Q2: 124,708 shares 124,708 $5.71M 0.06% +11,580 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,066 shares; 2024Q4: 43,877 shares; 2025Q1: 45,396 shares; 2025Q2: 53,833 shares; 2025Q3: 54,526 shares; 2025Q4: 48,597 shares; 2026Q1: 55,683 shares; 2026Q2: 59,801 shares 59,801 $5.71M 0.06% +4,118 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,567 shares; 2024Q4: 48,807 shares; 2025Q1: 48,931 shares; 2025Q2: 50,690 shares; 2025Q3: 50,432 shares; 2025Q4: 50,812 shares; 2026Q1: 51,651 shares; 2026Q2: 51,547 shares 51,547 $5.69M 0.06% -104 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,356 shares; 2024Q4: 116,704 shares; 2025Q1: 116,704 shares; 2025Q2: 112,344 shares; 2025Q3: 112,344 shares; 2025Q4: 112,456 shares; 2026Q1: 112,456 shares; 2026Q2: 112,456 shares 112,456 $5.52M 0.05% 0 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: 5,589 shares; 2024Q4: 10,840 shares; 2025Q1: 24,026 shares; 2025Q2: 24,215 shares; 2025Q3: 26,085 shares; 2025Q4: 26,355 shares; 2026Q1: 27,445 shares; 2026Q2: 66,398 shares 66,398 $5.5M 0.05% +38,953 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 119 shares; 2025Q2: 154 shares; 2025Q3: 35,037 shares; 2025Q4: 35,139 shares; 2026Q1: 31,827 shares; 2026Q2: 31,362 shares 31,362 $5.44M 0.05% -465 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 4,679 shares; 2025Q1: 33,890 shares; 2025Q2: 55,926 shares; 2025Q3: 104,418 shares; 2025Q4: 108,745 shares; 2026Q1: 164,456 shares; 2026Q2: 193,766 shares 193,766 $5.32M 0.05% +29,310 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: 20,597 shares; 2024Q4: 21,303 shares; 2025Q1: 23,582 shares; 2025Q2: 30,458 shares; 2025Q3: 30,062 shares; 2025Q4: 32,297 shares; 2026Q1: 34,010 shares; 2026Q2: 35,494 shares 35,494 $5.26M 0.05% +1,484 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: 176,164 shares; 2024Q4: 150,641 shares; 2025Q1: 140,489 shares; 2025Q2: 133,444 shares; 2025Q3: 127,012 shares; 2025Q4: 146,766 shares; 2026Q1: 104,977 shares; 2026Q2: 109,399 shares 109,399 $5.25M 0.05% +4,422 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 90,183 shares; 2025Q4: 94,316 shares; 2026Q1: 164,570 shares; 2026Q2: 199,062 shares 199,062 $5.15M 0.05% +34,492 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: 419,510 shares; 2024Q4: 386,855 shares; 2025Q1: 283,449 shares; 2025Q2: 233,500 shares; 2025Q3: 214,548 shares; 2025Q4: 211,636 shares; 2026Q1: 203,355 shares; 2026Q2: 209,637 shares 209,637 $5.05M 0.05% +6,282 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: 62,088 shares; 2024Q4: 61,703 shares; 2025Q1: 61,555 shares; 2025Q2: 60,591 shares; 2025Q3: 59,611 shares; 2025Q4: 61,119 shares; 2026Q1: 60,418 shares; 2026Q2: 60,345 shares 60,345 $4.99M 0.05% -73 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: 14,245 shares; 2024Q4: 14,871 shares; 2025Q1: 39,506 shares; 2025Q2: 67,551 shares; 2025Q3: 67,658 shares; 2025Q4: 83,572 shares; 2026Q1: 96,653 shares; 2026Q2: 92,916 shares 92,916 $4.98M 0.05% -3,737 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,400 shares; 2024Q4: 51,993 shares; 2025Q1: 65,414 shares; 2025Q2: 89,177 shares; 2025Q3: 105,488 shares; 2025Q4: 150,009 shares; 2026Q1: 164,400 shares; 2026Q2: 184,137 shares 184,137 $4.82M 0.05% +19,737 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: 29,954 shares; 2024Q4: 30,395 shares; 2025Q1: 30,816 shares; 2025Q2: 31,209 shares; 2025Q3: 11,519 shares; 2025Q4: 10,646 shares; 2026Q1: 9,597 shares; 2026Q2: 9,208 shares 9,208 $4.69M 0.05% -389 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,742 shares; 2024Q4: 118,151 shares; 2025Q1: 146,536 shares; 2025Q2: 151,213 shares; 2025Q3: 146,254 shares; 2025Q4: 97,868 shares; 2026Q1: 103,052 shares; 2026Q2: 113,982 shares 113,982 $4.68M 0.05% +10,930 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,251 shares; 2025Q2: 37,685 shares; 2025Q3: 75,180 shares; 2025Q4: 98,043 shares; 2026Q1: 121,501 shares; 2026Q2: 133,823 shares 133,823 $4.41M 0.04% +12,322 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064,852 shares; 2024Q4: 716,424 shares; 2025Q1: 442,716 shares; 2025Q2: 280,436 shares; 2025Q3: 111,604 shares; 2025Q4: 77,802 shares; 2026Q1: 67,206 shares; 2026Q2: 49,506 shares 49,506 $4.28M 0.04% -17,700 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,484 shares; 2025Q2: 26,009 shares; 2025Q3: 45,188 shares; 2025Q4: 58,544 shares; 2026Q1: 69,785 shares; 2026Q2: 114,045 shares 114,045 $4.27M 0.04% +44,260 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,453 shares; 2024Q4: 41,704 shares; 2025Q1: 38,275 shares; 2025Q2: 23,903 shares; 2025Q3: 38,734 shares; 2025Q4: 42,979 shares; 2026Q1: 30,606 shares; 2026Q2: 27,262 shares 27,262 $4.21M 0.04% -3,344 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: 102,708 shares; 2024Q4: 103,632 shares; 2025Q1: 104,112 shares; 2025Q2: 104,111 shares; 2025Q3: 84,022 shares; 2025Q4: 48,324 shares; 2026Q1: 45,989 shares; 2026Q2: 45,491 shares 45,491 $3.99M 0.04% -498 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,255 shares; 2024Q4: 53,348 shares; 2025Q1: 63,508 shares; 2025Q2: 87,190 shares; 2025Q3: 117,449 shares; 2025Q4: 160,803 shares; 2026Q1: 170,136 shares; 2026Q2: 178,024 shares 178,024 $3.97M 0.04% +7,888 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797,316 shares; 2024Q4: 516,685 shares; 2025Q1: 316,956 shares; 2025Q2: 184,844 shares; 2025Q3: 107,933 shares; 2025Q4: 90,652 shares; 2026Q1: 86,235 shares; 2026Q2: 79,453 shares 79,453 $3.92M 0.04% -6,782 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: 15,924 shares; 2024Q4: 16,117 shares; 2025Q1: 16,423 shares; 2025Q2: 17,405 shares; 2025Q3: 17,207 shares; 2025Q4: 18,690 shares; 2026Q1: 18,486 shares; 2026Q2: 18,481 shares 18,481 $3.86M 0.04% -5 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,030 shares; 2024Q4: 12,421 shares; 2025Q1: 19,270 shares; 2025Q2: 22,878 shares; 2025Q3: 23,910 shares; 2025Q4: 22,156 shares; 2026Q1: 24,283 shares; 2026Q2: 38,461 shares 38,461 $3.64M 0.04% +14,178 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: 17,427 shares; 2024Q4: 16,716 shares; 2025Q1: 16,691 shares; 2025Q2: 21,282 shares; 2025Q3: 21,500 shares; 2025Q4: 21,509 shares; 2026Q1: 21,123 shares; 2026Q2: 21,069 shares 21,069 $3.57M 0.04% -54 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,700 shares; 2024Q4: 21,547 shares; 2025Q1: 21,220 shares; 2025Q2: 21,220 shares; 2025Q3: 21,200 shares; 2025Q4: 21,202 shares; 2026Q1: 21,200 shares; 2026Q2: 21,200 shares 21,200 $3.49M 0.03% 0 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: 14,516 shares; 2024Q4: 16,086 shares; 2025Q1: 13,667 shares; 2025Q2: 12,828 shares; 2025Q3: 11,808 shares; 2025Q4: 11,711 shares; 2026Q1: 11,284 shares; 2026Q2: 11,065 shares 11,065 $3.48M 0.03% -219 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 4,800 shares; 2025Q3: 28,012 shares; 2025Q4: 31,829 shares; 2026Q1: 31,829 shares; 2026Q2: 40,613 shares 40,613 $3.47M 0.03% +8,784 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,780 shares; 2024Q4: 15,639 shares; 2025Q1: 16,691 shares; 2025Q2: 18,826 shares; 2025Q3: 19,805 shares; 2025Q4: 21,278 shares; 2026Q1: 21,643 shares; 2026Q2: 21,939 shares 21,939 $3.47M 0.03% +296 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: 369,372 shares; 2024Q4: 364,274 shares; 2025Q1: 360,799 shares; 2025Q2: 361,002 shares; 2025Q3: 355,369 shares; 2025Q4: 352,666 shares; 2026Q1: 339,661 shares; 2026Q2: 81,201 shares 81,201 $3.47M 0.03% -258,460 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: 15,235 shares; 2024Q4: 15,454 shares; 2025Q1: 15,726 shares; 2025Q2: 15,886 shares; 2025Q3: 15,726 shares; 2025Q4: 15,805 shares; 2026Q1: 21,543 shares; 2026Q2: 22,345 shares 22,345 $3.43M 0.03% +802 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,635 shares; 2024Q4: 10,639 shares; 2025Q1: 10,717 shares; 2025Q2: 10,795 shares; 2025Q3: 11,043 shares; 2025Q4: 11,033 shares; 2026Q1: 10,999 shares; 2026Q2: 10,977 shares 10,977 $3.3M 0.03% -22 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: 29,464 shares; 2024Q4: 28,359 shares; 2025Q1: 28,266 shares; 2025Q2: 27,898 shares; 2025Q3: 27,313 shares; 2025Q4: 28,023 shares; 2026Q1: 35,611 shares; 2026Q2: 35,464 shares 35,464 $3.25M 0.03% -147 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,831 shares; 2024Q4: 19,288 shares; 2025Q1: 18,578 shares; 2025Q2: 26,012 shares; 2025Q3: 18,549 shares; 2025Q4: 20,108 shares; 2026Q1: 18,779 shares; 2026Q2: 19,213 shares 19,213 $3.25M 0.03% +434 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: 30,422 shares; 2024Q4: 29,468 shares; 2025Q1: 34,210 shares; 2025Q2: 141,604 shares; 2025Q3: 157,308 shares; 2025Q4: 159,229 shares; 2026Q1: 183,230 shares; 2026Q2: 56,089 shares 56,089 $3.23M 0.03% -127,141 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,241 shares; 2024Q4: 290,265 shares; 2025Q1: 283,469 shares; 2025Q2: 227,618 shares; 2025Q3: 221,920 shares; 2025Q4: 93,171 shares; 2026Q1: 74,819 shares; 2026Q2: 73,229 shares 73,229 $3.2M 0.03% -1,590 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,056 shares; 2024Q4: 95,585 shares; 2025Q1: 95,588 shares; 2025Q2: 98,340 shares; 2025Q3: 100,333 shares; 2025Q4: 98,371 shares; 2026Q1: 98,388 shares; 2026Q2: 98,444 shares 98,444 $3.11M 0.03% +56 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,139 shares; 2024Q4: 319,703 shares; 2025Q1: 358,482 shares; 2025Q2: 375,481 shares; 2025Q3: 371,127 shares; 2025Q4: 344,786 shares; 2026Q1: 66,530 shares; 2026Q2: 58,710 shares 58,710 $3.08M 0.03% -7,820 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: 22,344 shares; 2024Q4: 21,841 shares; 2025Q1: 22,595 shares; 2025Q2: 23,768 shares; 2025Q3: 24,015 shares; 2025Q4: 24,797 shares; 2026Q1: 19,618 shares; 2026Q2: 19,006 shares 19,006 $3.08M 0.03% -612 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: 9,876 shares; 2024Q4: 10,208 shares; 2025Q1: 10,397 shares; 2025Q2: 11,260 shares; 2025Q3: 11,395 shares; 2025Q4: 11,164 shares; 2026Q1: 11,423 shares; 2026Q2: 11,211 shares 11,211 $3.03M 0.03% -212 Timeline JEPI 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: 17,361 shares; 2024Q4: 20,614 shares; 2025Q1: 17,850 shares; 2025Q2: 23,253 shares; 2025Q3: 51,134 shares; 2025Q4: 55,794 shares; 2026Q1: 56,239 shares; 2026Q2: 53,429 shares 53,429 $3.02M 0.03% -2,810 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,079 shares; 2024Q4: 9,079 shares; 2025Q1: 9,079 shares; 2025Q2: 9,279 shares; 2025Q3: 9,279 shares; 2025Q4: 9,392 shares; 2026Q1: 9,330 shares; 2026Q2: 9,333 shares 9,333 $2.96M 0.03% +3 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: 12,941 shares; 2024Q4: 11,584 shares; 2025Q1: 11,027 shares; 2025Q2: 11,600 shares; 2025Q3: 11,815 shares; 2025Q4: 12,119 shares; 2026Q1: 12,208 shares; 2026Q2: 12,439 shares 12,439 $2.96M 0.03% +231 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,256 shares; 2024Q4: 39,243 shares; 2025Q1: 45,645 shares; 2025Q2: 43,905 shares; 2025Q3: 39,064 shares; 2025Q4: 40,846 shares; 2026Q1: 37,752 shares; 2026Q2: 37,921 shares 37,921 $2.94M 0.03% +169 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: 54,424 shares; 2024Q4: 54,645 shares; 2025Q1: 53,205 shares; 2025Q2: 52,936 shares; 2025Q3: 51,415 shares; 2025Q4: 51,637 shares; 2026Q1: 50,516 shares; 2026Q2: 49,657 shares 49,657 $2.87M 0.03% -859 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: 14,644 shares; 2024Q4: 15,196 shares; 2025Q1: 33,830 shares; 2025Q2: 21,774 shares; 2025Q3: 24,611 shares; 2025Q4: 49,694 shares; 2026Q1: 38,661 shares; 2026Q2: 40,107 shares 40,107 $2.86M 0.03% +1,446 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: 21,963 shares; 2024Q4: 22,866 shares; 2025Q1: 22,951 shares; 2025Q2: 24,162 shares; 2025Q3: 22,558 shares; 2025Q4: 26,151 shares; 2026Q1: 26,640 shares; 2026Q2: 25,361 shares 25,361 $2.78M 0.03% -1,279 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN 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: 184,080 shares; 2026Q1: 184,080 shares; 2026Q2: 184,080 shares 184,080 $2.78M 0.03% 0 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: 70,549 shares; 2024Q4: 70,141 shares; 2025Q1: 70,842 shares; 2025Q2: 72,217 shares; 2025Q3: 70,813 shares; 2025Q4: 33,355 shares; 2026Q1: 15,698 shares; 2026Q2: 15,368 shares 15,368 $2.76M 0.03% -330 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: 5,147 shares; 2024Q4: 5,412 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,480 shares; 2025Q4: 5,354 shares; 2026Q1: 5,336 shares; 2026Q2: 5,301 shares 5,301 $2.62M 0.03% -35 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: 61,948 shares; 2024Q4: 59,613 shares; 2025Q1: 59,915 shares; 2025Q2: 51,384 shares; 2025Q3: 41,504 shares; 2025Q4: 42,551 shares; 2026Q1: 42,752 shares; 2026Q2: 43,009 shares 43,009 $2.6M 0.03% +257 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,857 shares; 2024Q4: 27,775 shares; 2025Q1: 27,909 shares; 2025Q2: 27,909 shares; 2025Q3: 27,909 shares; 2025Q4: 27,929 shares; 2026Q1: 39,251 shares; 2026Q2: 39,087 shares 39,087 $2.6M 0.03% -164 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: 5,257 shares; 2024Q4: 7,279 shares; 2025Q1: 7,689 shares; 2025Q2: 11,151 shares; 2025Q3: 11,002 shares; 2025Q4: 23,929 shares; 2026Q1: 47,776 shares; 2026Q2: 47,654 shares 47,654 $2.53M 0.02% -122 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,834 shares; 2024Q4: 25,098 shares; 2025Q1: 21,635 shares; 2025Q2: 21,122 shares; 2025Q3: 20,671 shares; 2025Q4: 20,514 shares; 2026Q1: 19,899 shares; 2026Q2: 18,443 shares 18,443 $2.43M 0.02% -1,456 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: 5,314 shares; 2024Q4: 5,794 shares; 2025Q1: 9,944 shares; 2025Q2: 18,134 shares; 2025Q3: 17,216 shares; 2025Q4: 19,686 shares; 2026Q1: 18,529 shares; 2026Q2: 15,238 shares 15,238 $2.42M 0.02% -3,291 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: 2,626 shares; 2024Q4: 2,733 shares; 2025Q1: 2,883 shares; 2025Q2: 3,117 shares; 2025Q3: 2,970 shares; 2025Q4: 4,043 shares; 2026Q1: 2,936 shares; 2026Q2: 3,125 shares 3,125 $2.36M 0.02% +189 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,680 shares; 2024Q4: 31,680 shares; 2025Q1: 31,680 shares; 2025Q2: 31,680 shares; 2025Q3: 31,680 shares; 2025Q4: 31,680 shares; 2026Q1: 31,680 shares; 2026Q2: 31,680 shares 31,680 $2.31M 0.02% 0 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: 18,425 shares; 2024Q4: 16,102 shares; 2025Q1: 13,875 shares; 2025Q2: 12,961 shares; 2025Q3: 12,325 shares; 2025Q4: 11,769 shares; 2026Q1: 9,771 shares; 2026Q2: 8,981 shares 8,981 $2.3M 0.02% -790 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: 9,893 shares; 2024Q4: 12,102 shares; 2025Q1: 13,625 shares; 2025Q2: 19,023 shares; 2025Q3: 18,443 shares; 2025Q4: 26,624 shares; 2026Q1: 31,271 shares; 2026Q2: 26,647 shares 26,647 $2.19M 0.02% -4,624 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: 1,864 shares; 2024Q4: 1,791 shares; 2025Q1: 2,394 shares; 2025Q2: 10,945 shares; 2025Q3: 11,484 shares; 2025Q4: 11,898 shares; 2026Q1: 11,374 shares; 2026Q2: 11,661 shares 11,661 $2.16M 0.02% +287 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,537 shares; 2024Q4: 19,066 shares; 2025Q1: 20,339 shares; 2025Q2: 21,520 shares; 2025Q3: 22,291 shares; 2025Q4: 23,503 shares; 2026Q1: 24,070 shares; 2026Q2: 8,250 shares 8,250 $2.15M 0.02% -15,820 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 5,916 shares; 2025Q3: 5,990 shares; 2025Q4: 12,620 shares; 2026Q1: 39,675 shares; 2026Q2: 41,042 shares 41,042 $2.09M 0.02% +1,367 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,781 shares; 2024Q4: 24,660 shares; 2025Q1: 24,141 shares; 2025Q2: 23,540 shares; 2025Q3: 20,564 shares; 2025Q4: 16,703 shares; 2026Q1: 16,266 shares; 2026Q2: 15,197 shares 15,197 $2.08M 0.02% -1,069 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,570 shares; 2026Q2: 90,871 shares 90,871 $2.08M 0.02% +41,301 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: 15,119 shares 15,119 $2.05M 0.02% new Timeline XLC 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: 4,573 shares; 2024Q4: 4,727 shares; 2025Q1: 7,163 shares; 2025Q2: 16,650 shares; 2025Q3: 17,652 shares; 2025Q4: 23,071 shares; 2026Q1: 19,462 shares; 2026Q2: 18,382 shares 18,382 $1.97M 0.02% -1,080 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: 3,565 shares; 2024Q4: 3,617 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,550 shares; 2025Q4: 3,653 shares; 2026Q1: 3,754 shares; 2026Q2: 3,675 shares 3,675 $1.93M 0.02% -79 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: 43,850 shares; 2024Q4: 33,309 shares; 2025Q1: 31,828 shares; 2025Q2: 8,779 shares; 2025Q3: 7,840 shares; 2025Q4: 7,395 shares; 2026Q1: 7,305 shares; 2026Q2: 6,564 shares 6,564 $1.92M 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: 16,301 shares; 2024Q4: 16,231 shares; 2025Q1: 16,142 shares; 2025Q2: 16,142 shares; 2025Q3: 15,997 shares; 2025Q4: 16,461 shares; 2026Q1: 16,149 shares; 2026Q2: 4,856 shares 4,856 $1.91M 0.02% -11,293 Timeline PBP 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: 109,772 shares; 2024Q4: 116,422 shares; 2025Q1: 132,105 shares; 2025Q2: 77,965 shares; 2025Q3: 77,965 shares; 2025Q4: 101,771 shares; 2026Q1: 119,523 shares; 2026Q2: 83,378 shares 83,378 $1.91M 0.02% -36,145 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,271 shares; 2024Q4: 23,092 shares; 2025Q1: 17,404 shares; 2025Q2: 21,200 shares; 2025Q3: 21,608 shares; 2025Q4: 26,555 shares; 2026Q1: 26,986 shares; 2026Q2: 25,062 shares 25,062 $1.9M 0.02% -1,924 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: 12,331 shares; 2024Q4: 12,328 shares; 2025Q1: 8,013 shares; 2025Q2: 8,013 shares; 2025Q3: 8,013 shares; 2025Q4: 8,252 shares; 2026Q1: 8,795 shares; 2026Q2: 8,840 shares 8,840 $1.88M 0.02% +45 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: 6,038 shares; 2024Q4: 5,915 shares; 2025Q1: 5,858 shares; 2025Q2: 5,613 shares; 2025Q3: 5,613 shares; 2025Q4: 5,829 shares; 2026Q1: 7,330 shares; 2026Q2: 7,271 shares 7,271 $1.86M 0.02% -59 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: 14,009 shares; 2024Q4: 13,560 shares; 2025Q1: 13,619 shares; 2025Q2: 13,495 shares; 2025Q3: 13,195 shares; 2025Q4: 13,695 shares; 2026Q1: 13,476 shares; 2026Q2: 12,567 shares 12,567 $1.82M 0.02% -909 Timeline JNK 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: 17,457 shares; 2024Q4: 17,431 shares; 2025Q1: 18,416 shares; 2025Q2: 19,093 shares; 2025Q3: 20,192 shares; 2025Q4: 19,756 shares; 2026Q1: 19,528 shares; 2026Q2: 18,581 shares 18,581 $1.79M 0.02% -947 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,674 shares; 2024Q4: 4,888 shares; 2025Q1: 5,026 shares; 2025Q2: 5,859 shares; 2025Q3: 6,264 shares; 2025Q4: 19,235 shares; 2026Q1: 11,760 shares; 2026Q2: 10,685 shares 10,685 $1.76M 0.02% -1,075 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: 21,596 shares; 2024Q4: 6,162 shares; 2025Q1: 5,746 shares; 2025Q2: 6,190 shares; 2025Q3: 6,144 shares; 2025Q4: 6,338 shares; 2026Q1: 16,423 shares; 2026Q2: 16,992 shares 16,992 $1.76M 0.02% +569 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 8,243 shares; 2025Q1: 24,999 shares; 2025Q2: 25,568 shares; 2025Q3: 27,400 shares; 2025Q4: 26,266 shares; 2026Q1: 28,987 shares; 2026Q2: 29,146 shares 29,146 $1.76M 0.02% +159 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,223 shares; 2024Q4: 11,097 shares; 2025Q1: 13,761 shares; 2025Q2: 18,450 shares; 2025Q3: 21,756 shares; 2025Q4: 31,696 shares; 2026Q1: 33,917 shares; 2026Q2: 36,050 shares 36,050 $1.75M 0.02% +2,133 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: 57,944 shares; 2024Q4: 58,929 shares; 2025Q1: 62,430 shares; 2025Q2: 62,000 shares; 2025Q3: 53,916 shares; 2025Q4: 53,264 shares; 2026Q1: 8,897 shares; 2026Q2: 7,976 shares 7,976 $1.74M 0.02% -921 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: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 4,410 shares; 2025Q2: 4,379 shares; 2025Q3: 4,179 shares; 2025Q4: 4,179 shares; 2026Q1: 4,179 shares; 2026Q2: 4,179 shares 4,179 $1.74M 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,525 shares; 2024Q4: 115,328 shares; 2025Q1: 81,804 shares; 2025Q2: 12,457 shares; 2025Q3: 10,460 shares; 2025Q4: 10,487 shares; 2026Q1: 10,476 shares; 2026Q2: 10,596 shares 10,596 $1.73M 0.02% +120 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: 5,643 shares; 2024Q4: 6,138 shares; 2025Q1: 6,907 shares; 2025Q2: 7,568 shares; 2025Q3: 7,874 shares; 2025Q4: 7,781 shares; 2026Q1: 8,360 shares; 2026Q2: 9,938 shares 9,938 $1.69M 0.02% +1,578 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 8,496 shares; 2025Q3: 17,264 shares; 2025Q4: 17,318 shares; 2026Q1: 17,123 shares; 2026Q2: 17,129 shares 17,129 $1.66M 0.02% +6 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: 2,293 shares; 2024Q4: 2,367 shares; 2025Q1: 3,510 shares; 2025Q2: 7,153 shares; 2025Q3: 7,413 shares; 2025Q4: 14,530 shares; 2026Q1: 13,458 shares; 2026Q2: 14,003 shares 14,003 $1.64M 0.02% +545 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,828 shares; 2024Q4: 22,969 shares; 2025Q1: 24,453 shares; 2025Q2: 24,265 shares; 2025Q3: 24,265 shares; 2025Q4: 24,552 shares; 2026Q1: 30,981 shares; 2026Q2: 30,911 shares 30,911 $1.58M 0.02% -70 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: 13,732 shares; 2024Q4: 14,375 shares; 2025Q1: 14,009 shares; 2025Q2: 13,844 shares; 2025Q3: 13,240 shares; 2025Q4: 14,658 shares; 2026Q1: 12,696 shares; 2026Q2: 12,440 shares 12,440 $1.57M 0.02% -256 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: 49,121 shares; 2024Q4: 45,933 shares; 2025Q1: 45,452 shares; 2025Q2: 43,870 shares; 2025Q3: 34,647 shares; 2025Q4: 29,922 shares; 2026Q1: 27,533 shares; 2026Q2: 21,790 shares 21,790 $1.57M 0.02% -5,743 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,081 shares; 2024Q4: 8,875 shares; 2025Q1: 6,798 shares; 2025Q2: 30,923 shares; 2025Q3: 30,789 shares; 2025Q4: 31,697 shares; 2026Q1: 31,469 shares; 2026Q2: 30,990 shares 30,990 $1.54M 0.02% -479 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,463 shares; 2025Q1: 4,176 shares; 2025Q2: 4,423 shares; 2025Q3: 4,320 shares; 2025Q4: 4,374 shares; 2026Q1: 5,651 shares; 2026Q2: 5,425 shares 5,425 $1.54M 0.02% -226 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: 4,538 shares; 2024Q4: 8,533 shares; 2025Q1: 14,622 shares; 2025Q2: 18,606 shares; 2025Q3: 18,938 shares; 2025Q4: 20,225 shares; 2026Q1: 19,838 shares; 2026Q2: 16,827 shares 16,827 $1.52M 0.01% -3,011 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: 5,572 shares; 2024Q4: 5,654 shares; 2025Q1: 5,572 shares; 2025Q2: 5,572 shares; 2025Q3: 5,550 shares; 2025Q4: 7,339 shares; 2026Q1: 7,439 shares; 2026Q2: 7,882 shares 7,882 $1.5M 0.01% +443 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,573 shares; 2024Q4: 4,348 shares; 2025Q1: 4,737 shares; 2025Q2: 3,819 shares; 2025Q3: 3,792 shares; 2025Q4: 3,765 shares; 2026Q1: 3,879 shares; 2026Q2: 3,245 shares 3,245 $1.49M 0.01% -634 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: 10,374 shares; 2024Q4: 9,604 shares; 2025Q1: 9,667 shares; 2025Q2: 10,494 shares; 2025Q3: 9,618 shares; 2025Q4: 9,522 shares; 2026Q1: 9,467 shares; 2026Q2: 9,463 shares 9,463 $1.48M 0.01% -4 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: 39,001 shares; 2024Q4: 37,927 shares; 2025Q1: 24,783 shares; 2025Q2: 22,893 shares; 2025Q3: 21,427 shares; 2025Q4: 18,641 shares; 2026Q1: 19,273 shares; 2026Q2: 13,763 shares 13,763 $1.48M 0.01% -5,510 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 1,731 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares; 2026Q2: 40,599 shares 40,599 $1.48M 0.01% +38,738 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: 56,264 shares; 2024Q4: 55,874 shares; 2025Q1: 57,231 shares; 2025Q2: 56,324 shares; 2025Q3: 9,929 shares; 2025Q4: 8,928 shares; 2026Q1: 8,793 shares; 2026Q2: 7,163 shares 7,163 $1.47M 0.01% -1,630 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 102 shares; 2025Q1: 553 shares; 2025Q2: 823 shares; 2025Q3: 15,762 shares; 2025Q4: 16,398 shares; 2026Q1: 16,857 shares; 2026Q2: 18,537 shares 18,537 $1.46M 0.01% +1,680 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: 5,930 shares; 2024Q4: 5,664 shares; 2025Q1: 5,642 shares; 2025Q2: 5,877 shares; 2025Q3: 5,763 shares; 2025Q4: 5,815 shares; 2026Q1: 5,933 shares; 2026Q2: 6,045 shares 6,045 $1.44M 0.01% +112 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: 18,050 shares; 2024Q4: 18,108 shares; 2025Q1: 18,097 shares; 2025Q2: 18,501 shares; 2025Q3: 18,270 shares; 2025Q4: 18,430 shares; 2026Q1: 17,638 shares; 2026Q2: 17,637 shares 17,637 $1.43M 0.01% -1 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,094 shares; 2025Q2: 14,442 shares; 2025Q3: 25,158 shares; 2025Q4: 30,486 shares; 2026Q1: 34,509 shares; 2026Q2: 42,867 shares 42,867 $1.41M 0.01% +8,358 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: 10,166 shares; 2024Q4: 10,288 shares; 2025Q1: 9,725 shares; 2025Q2: 5,533 shares; 2025Q3: 5,364 shares; 2025Q4: 5,435 shares; 2026Q1: 5,605 shares; 2026Q2: 5,680 shares 5,680 $1.4M 0.01% +75 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: 4,073 shares; 2024Q4: 3,900 shares; 2025Q1: 4,391 shares; 2025Q2: 2,702 shares; 2025Q3: 2,518 shares; 2025Q4: 2,870 shares; 2026Q1: 4,013 shares; 2026Q2: 6,316 shares 6,316 $1.38M 0.01% +2,303 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: 11,514 shares; 2024Q4: 9,974 shares; 2025Q1: 9,854 shares; 2025Q2: 11,037 shares; 2025Q3: 11,743 shares; 2025Q4: 12,102 shares; 2026Q1: 13,285 shares; 2026Q2: 14,818 shares 14,818 $1.37M 0.01% +1,533 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: 6,252 shares; 2024Q4: 5,749 shares; 2025Q1: 5,853 shares; 2025Q2: 5,785 shares; 2025Q3: 5,270 shares; 2025Q4: 4,700 shares; 2026Q1: 4,345 shares; 2026Q2: 4,362 shares 4,362 $1.37M 0.01% +17 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: 4,980 shares; 2024Q4: 4,870 shares; 2025Q1: 4,658 shares; 2025Q2: 4,679 shares; 2025Q3: 4,749 shares; 2025Q4: 4,717 shares; 2026Q1: 5,078 shares; 2026Q2: 4,886 shares 4,886 $1.36M 0.01% -192 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: 7,147 shares; 2024Q4: 7,159 shares; 2025Q1: 7,208 shares; 2025Q2: 6,558 shares; 2025Q3: 6,302 shares; 2025Q4: 6,348 shares; 2026Q1: 6,075 shares; 2026Q2: 6,047 shares 6,047 $1.35M 0.01% -28 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,235 shares; 2024Q4: 7,257 shares; 2025Q1: 7,276 shares; 2025Q2: 7,293 shares; 2025Q3: 7,311 shares; 2025Q4: 7,333 shares; 2026Q1: 7,349 shares; 2026Q2: 7,363 shares 7,363 $1.34M 0.01% +14 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,983 shares; 2024Q4: 13,121 shares; 2025Q1: 13,236 shares; 2025Q2: 15,403 shares; 2025Q3: 16,387 shares; 2025Q4: 32,947 shares; 2026Q1: 41,573 shares; 2026Q2: 53,069 shares 53,069 $1.34M 0.01% +11,496 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,183 shares; 2025Q1: 1,184 shares; 2025Q2: 7,475 shares; 2025Q3: 10,494 shares; 2025Q4: 22,798 shares; 2026Q1: 26,913 shares; 2026Q2: 29,291 shares 29,291 $1.33M 0.01% +2,378 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,942 shares; 2025Q4: 25,933 shares; 2026Q1: 26,901 shares; 2026Q2: 27,147 shares 27,147 $1.32M 0.01% +246 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 16,371 shares; 2025Q1: 37,018 shares; 2025Q2: 37,049 shares; 2025Q3: 36,405 shares; 2025Q4: 35,976 shares; 2026Q1: 36,954 shares; 2026Q2: 37,523 shares 37,523 $1.27M 0.01% +569 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 14,870 shares; 2025Q1: 15,519 shares; 2025Q2: 17,720 shares; 2025Q3: 15,706 shares; 2025Q4: 25,881 shares; 2026Q1: 22,591 shares; 2026Q2: 26,693 shares 26,693 $1.26M 0.01% +4,102 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,790 shares; 2025Q3: 29,896 shares; 2025Q4: 29,979 shares; 2026Q1: 31,180 shares; 2026Q2: 34,265 shares 34,265 $1.26M 0.01% +3,085 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,176 shares; 2024Q4: 28,273 shares; 2025Q1: 26,035 shares; 2025Q2: 27,618 shares; 2025Q3: 24,232 shares; 2025Q4: 23,885 shares; 2026Q1: 23,084 shares; 2026Q2: 24,646 shares 24,646 $1.25M 0.01% +1,562 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,668 shares; 2024Q4: 5,638 shares; 2025Q1: 11,984 shares; 2025Q2: 24,914 shares; 2025Q3: 22,231 shares; 2025Q4: 19,794 shares; 2026Q1: 22,172 shares; 2026Q2: 27,232 shares 27,232 $1.24M 0.01% +5,060 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: 10,436 shares; 2024Q4: 10,106 shares; 2025Q1: 10,159 shares; 2025Q2: 8,498 shares; 2025Q3: 7,721 shares; 2025Q4: 8,365 shares; 2026Q1: 9,784 shares; 2026Q2: 9,728 shares 9,728 $1.23M 0.01% -56 Timeline IEUR 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: 208 shares; 2025Q2: 740 shares; 2025Q3: 734 shares; 2025Q4: 1,410 shares; 2026Q1: 8,025 shares; 2026Q2: 15,664 shares 15,664 $1.18M 0.01% +7,639 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: 364 shares; 2024Q4: 250 shares; 2025Q1: 236 shares; 2025Q2: 392 shares; 2025Q3: 426 shares; 2025Q4: 452 shares; 2026Q1: 1,316 shares; 2026Q2: 1,389 shares 1,389 $1.15M 0.01% +73 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,564 shares; 2024Q4: 113,262 shares; 2025Q1: 110,246 shares; 2025Q2: 6,980 shares; 2025Q3: 3,858 shares; 2025Q4: 3,588 shares; 2026Q1: 3,520 shares; 2026Q2: 16,043 shares 16,043 $1.15M 0.01% +12,523 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: 7,435 shares; 2024Q4: 6,520 shares; 2025Q1: 7,170 shares; 2025Q2: 7,719 shares; 2025Q3: 7,699 shares; 2025Q4: 8,443 shares; 2026Q1: 8,942 shares; 2026Q2: 8,651 shares 8,651 $1.15M 0.01% -291 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $1.14M 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 4,835 shares; 2025Q1: 5,285 shares; 2025Q2: 5,207 shares; 2025Q3: 5,064 shares; 2025Q4: 7,781 shares; 2026Q1: 5,127 shares; 2026Q2: 5,127 shares 5,127 $1.13M 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,512 shares; 2024Q4: 14,345 shares; 2025Q1: 14,337 shares; 2025Q2: 14,389 shares; 2025Q3: 14,344 shares; 2025Q4: 14,462 shares; 2026Q1: 14,906 shares; 2026Q2: 14,292 shares 14,292 $1.13M 0.01% -614 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,553 shares; 2024Q4: 15,553 shares; 2025Q1: 14,589 shares; 2025Q2: 14,589 shares; 2025Q3: 14,589 shares; 2025Q4: 14,602 shares; 2026Q1: 13,557 shares; 2026Q2: 13,562 shares 13,562 $1.12M 0.01% +5 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,551 shares; 2025Q2: 11,481 shares; 2025Q3: 13,940 shares; 2025Q4: 15,647 shares; 2026Q1: 12,787 shares; 2026Q2: 14,011 shares 14,011 $1.11M 0.01% +1,224 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,962 shares; 2024Q4: 66,962 shares; 2025Q1: 66,962 shares; 2025Q2: 58,762 shares; 2025Q3: 58,762 shares; 2025Q4: 39,562 shares; 2026Q1: 5,362 shares; 2026Q2: 32,054 shares 32,054 $1.11M 0.01% +26,692 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,245 shares; 2024Q4: 8,217 shares; 2025Q1: 8,217 shares; 2025Q2: 8,804 shares; 2025Q3: 8,863 shares; 2025Q4: 11,116 shares; 2026Q1: 13,503 shares; 2026Q2: 13,870 shares 13,870 $1.1M 0.01% +367 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,350 shares; 2024Q4: 34,350 shares; 2025Q1: 24,350 shares; 2025Q2: 24,350 shares; 2025Q3: 24,350 shares; 2025Q4: 24,350 shares; 2026Q1: 20,994 shares; 2026Q2: 20,994 shares 20,994 $1.09M 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,853 shares; 2024Q4: 3,731 shares; 2025Q1: 3,898 shares; 2025Q2: 3,459 shares; 2025Q3: 3,373 shares; 2025Q4: 3,486 shares; 2026Q1: 3,694 shares; 2026Q2: 3,890 shares 3,890 $1.07M 0.01% +196 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 2,382 shares; 2025Q3: 2,983 shares; 2025Q4: 3,008 shares; 2026Q1: 3,710 shares; 2026Q2: 20,368 shares 20,368 $1.07M 0.01% +16,658 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,121 shares; 2024Q4: 70,859 shares; 2025Q1: 67,359 shares; 2025Q2: 67,359 shares; 2025Q3: 56,312 shares; 2025Q4: 143,484 shares; 2026Q1: 123,715 shares; 2026Q2: 76,528 shares 76,528 $1.07M 0.01% -47,187 Timeline CCSO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,762 shares; 2026Q2: 37,466 shares 37,466 $1.05M 0.01% +14,704 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 860 shares; 2025Q4: 5,335 shares; 2026Q1: 9,243 shares; 2026Q2: 10,595 shares 10,595 $1.02M 0.01% +1,352 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: 764 shares; 2024Q4: 2,316 shares; 2025Q1: 1,859 shares; 2025Q2: 1,956 shares; 2025Q3: 2,671 shares; 2025Q4: 14,362 shares; 2026Q1: 4,088 shares; 2026Q2: 4,306 shares 4,306 $1.02M 0.01% +218 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,021 shares; 2024Q4: 16,885 shares; 2025Q1: 16,885 shares; 2025Q2: 16,954 shares; 2025Q3: 17,129 shares; 2025Q4: 17,271 shares; 2026Q1: 16,320 shares; 2026Q2: 16,343 shares 16,343 $1.01M 0.01% +23 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,667 shares; 2024Q4: 12,705 shares; 2025Q1: 12,606 shares; 2025Q2: 12,638 shares; 2025Q3: 12,639 shares; 2025Q4: 12,639 shares; 2026Q1: 12,268 shares; 2026Q2: 12,273 shares 12,273 $1.01M 0.01% +5 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 2,744 shares; 2025Q1: 7,364 shares; 2025Q2: 8,384 shares; 2025Q3: 9,300 shares; 2025Q4: 9,540 shares; 2026Q1: 10,344 shares; 2026Q2: 10,254 shares 10,254 $1.01M 0.01% -90 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,358 shares; 2024Q4: 30,730 shares; 2025Q1: 6,860 shares; 2025Q2: 6,035 shares; 2025Q3: 5,569 shares; 2025Q4: 5,500 shares; 2026Q1: 4,136 shares; 2026Q2: 4,113 shares 4,113 $998K 0.01% -23 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,444 shares; 2024Q4: 1,460 shares; 2025Q1: 18,127 shares; 2025Q2: 18,139 shares; 2025Q3: 27,614 shares; 2025Q4: 27,728 shares; 2026Q1: 30,515 shares; 2026Q2: 37,486 shares 37,486 $989K 0.01% +6,971 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,835 shares; 2024Q4: 16,835 shares; 2025Q1: 10,918 shares; 2025Q2: 10,918 shares; 2025Q3: 10,918 shares; 2025Q4: 11,118 shares; 2026Q1: 11,118 shares; 2026Q2: 11,118 shares 11,118 $984K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,752 shares; 2024Q4: 54,416 shares; 2025Q1: 84,653 shares; 2025Q2: 49,489 shares; 2025Q3: 43,852 shares; 2025Q4: 27,576 shares; 2026Q1: 25,208 shares; 2026Q2: 26,744 shares 26,744 $983K 0.01% +1,536 Timeline RNRG 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: 6,753 shares; 2025Q4: 6,753 shares; 2026Q1: 17,773 shares; 2026Q2: 27,019 shares 27,019 $962K 0.01% +9,246 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,368 shares; 2025Q1: 16,967 shares; 2025Q2: 20,058 shares; 2025Q3: 31,582 shares; 2025Q4: 65,971 shares; 2026Q1: 66,082 shares; 2026Q2: 53,040 shares 53,040 $948K 0.01% -13,042 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: 18,233 shares; 2024Q4: 18,038 shares; 2025Q1: 17,202 shares; 2025Q2: 15,232 shares; 2025Q3: 14,954 shares; 2025Q4: 14,750 shares; 2026Q1: 11,789 shares; 2026Q2: 10,481 shares 10,481 $948K 0.01% -1,308 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: 4,667 shares; 2024Q4: 4,882 shares; 2025Q1: 5,300 shares; 2025Q2: 5,709 shares; 2025Q3: 5,591 shares; 2025Q4: 5,052 shares; 2026Q1: 5,114 shares; 2026Q2: 5,448 shares 5,448 $908K 0.01% +334 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: 83 shares; 2025Q1: 377 shares; 2025Q2: 597 shares; 2025Q3: 926 shares; 2025Q4: 1,188 shares; 2026Q1: 1,568 shares; 2026Q2: 7,691 shares 7,691 $903K 0.01% +6,123 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,727 shares; 2024Q4: 7,793 shares; 2025Q1: 8,374 shares; 2025Q2: 8,187 shares; 2025Q3: 8,402 shares; 2025Q4: 8,558 shares; 2026Q1: 8,410 shares; 2026Q2: 8,832 shares 8,832 $903K 0.01% +422 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,614 shares; 2024Q4: 16,731 shares; 2025Q1: 15,976 shares; 2025Q2: 16,938 shares; 2025Q3: 16,720 shares; 2025Q4: 17,327 shares; 2026Q1: 16,546 shares; 2026Q2: 16,226 shares 16,226 $901K 0.01% -320 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,400 shares; 2024Q4: 11,186 shares; 2025Q1: 11,635 shares; 2025Q2: 12,162 shares; 2025Q3: 11,613 shares; 2025Q4: 11,228 shares; 2026Q1: 11,939 shares; 2026Q2: 11,788 shares 11,788 $894K 0.01% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 10,861 shares; 2026Q1: 10,861 shares; 2026Q2: 10,861 shares 10,861 $885K 0.01% 0 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: 33,913 shares; 2024Q4: 36,786 shares; 2025Q1: 30,330 shares; 2025Q2: 27,042 shares; 2025Q3: 27,586 shares; 2025Q4: 28,016 shares; 2026Q1: 28,156 shares; 2026Q2: 27,565 shares 27,565 $881K 0.01% -591 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,886 shares; 2025Q3: 11,062 shares; 2025Q4: 11,062 shares; 2026Q1: 16,517 shares; 2026Q2: 16,517 shares 16,517 $880K 0.01% 0 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: 12,419 shares; 2024Q4: 11,694 shares; 2025Q1: 3,339 shares; 2025Q2: 10,019 shares; 2025Q3: 10,019 shares; 2025Q4: 10,021 shares; 2026Q1: 10,297 shares; 2026Q2: 10,071 shares 10,071 $876K 0.01% -226 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,264 shares; 2024Q4: 68,756 shares; 2025Q1: 68,059 shares; 2025Q2: 68,099 shares; 2025Q3: 64,305 shares; 2025Q4: 45,674 shares; 2026Q1: 42,817 shares; 2026Q2: 45,339 shares 45,339 $867K 0.01% +2,522 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,566 shares; 2025Q1: 11,885 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $859K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,470 shares; 2024Q4: 15,675 shares; 2025Q1: 15,802 shares; 2025Q2: 16,598 shares; 2025Q3: 15,924 shares; 2025Q4: 18,338 shares; 2026Q1: 16,775 shares; 2026Q2: 16,930 shares 16,930 $843K 0.01% +155 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,821 shares; 2024Q4: 11,821 shares; 2025Q1: 13,411 shares; 2025Q2: 9,623 shares; 2025Q3: 8,588 shares; 2025Q4: 8,206 shares; 2026Q1: 7,958 shares; 2026Q2: 7,657 shares 7,657 $838K 0.01% -301 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: 7,587 shares; 2024Q4: 7,955 shares; 2025Q1: 8,014 shares; 2025Q2: 7,392 shares; 2025Q3: 7,443 shares; 2025Q4: 13,101 shares; 2026Q1: 8,828 shares; 2026Q2: 8,743 shares 8,743 $837K 0.01% -85 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: 1,979 shares; 2024Q4: 1,987 shares; 2025Q1: 2,965 shares; 2025Q2: 3,314 shares; 2025Q3: 3,294 shares; 2025Q4: 3,406 shares; 2026Q1: 4,624 shares; 2026Q2: 3,434 shares 3,434 $831K 0.01% -1,190 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 2,683 shares; 2025Q1: 6,507 shares; 2025Q2: 7,669 shares; 2025Q3: 8,599 shares; 2025Q4: 8,872 shares; 2026Q1: 9,565 shares; 2026Q2: 10,653 shares 10,653 $830K 0.01% +1,088 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: 12,771 shares; 2024Q4: 13,135 shares; 2025Q1: 12,975 shares; 2025Q2: 14,520 shares; 2025Q3: 14,497 shares; 2025Q4: 14,497 shares; 2026Q1: 14,497 shares; 2026Q2: 14,381 shares 14,381 $829K 0.01% -116 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: 338 shares; 2024Q4: 1,658 shares; 2025Q1: 2,729 shares; 2025Q2: 3,924 shares; 2025Q3: 4,296 shares; 2025Q4: 4,080 shares; 2026Q1: 2,217 shares; 2026Q2: 2,137 shares 2,137 $824K 0.01% -80 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: 36,749 shares; 2024Q4: 36,743 shares; 2025Q1: 36,650 shares; 2025Q2: 36,260 shares; 2025Q3: 26,052 shares; 2025Q4: 7,452 shares; 2026Q1: 7,426 shares; 2026Q2: 6,760 shares 6,760 $820K 0.01% -666 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: 3,038 shares; 2024Q4: 3,105 shares; 2025Q1: 2,561 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,554 shares; 2026Q1: 2,590 shares; 2026Q2: 2,403 shares 2,403 $813K 0.01% -187 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,227 shares; 2024Q4: 34,149 shares; 2025Q1: 30,372 shares; 2025Q2: 29,033 shares; 2025Q3: 26,373 shares; 2025Q4: 25,767 shares; 2026Q1: 24,678 shares; 2026Q2: 21,187 shares 21,187 $812K 0.01% -3,491 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: 5,945 shares; 2024Q4: 5,645 shares; 2025Q1: 5,619 shares; 2025Q2: 6,295 shares; 2025Q3: 5,374 shares; 2025Q4: 5,588 shares; 2026Q1: 5,472 shares; 2026Q2: 5,484 shares 5,484 $801K 0.01% +12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,511 shares; 2024Q4: 10,888 shares; 2025Q1: 10,757 shares; 2025Q2: 10,708 shares; 2025Q3: 10,708 shares; 2025Q4: 14,543 shares; 2026Q1: 10,848 shares; 2026Q2: 12,796 shares 12,796 $793K 0.01% +1,948 Timeline IGIB 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: 10,000 shares; 2026Q1: 14,079 shares; 2026Q2: 14,861 shares 14,861 $790K 0.01% +782 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,252 shares; 2024Q4: 73,092 shares; 2025Q1: 73,092 shares; 2025Q2: 73,233 shares; 2025Q3: 73,156 shares; 2025Q4: 71,653 shares; 2026Q1: 70,186 shares; 2026Q2: 70,040 shares 70,040 $787K 0.01% -146 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: 6,122 shares; 2024Q4: 6,136 shares; 2025Q1: 4,959 shares; 2025Q2: 5,413 shares; 2025Q3: 4,797 shares; 2025Q4: 4,932 shares; 2026Q1: 4,945 shares; 2026Q2: 4,870 shares 4,870 $778K 0.01% -75 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 2,066 shares; 2025Q1: 2,069 shares; 2025Q2: 2,072 shares; 2025Q3: 2,075 shares; 2025Q4: 2,078 shares; 2026Q1: 2,081 shares; 2026Q2: 2,083 shares 2,083 $778K 0.01% +2 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,391 shares; 2025Q1: 1,451 shares; 2025Q2: 1,512 shares; 2025Q3: 1,486 shares; 2025Q4: 1,517 shares; 2026Q1: 1,465 shares; 2026Q2: 1,349 shares 1,349 $778K 0.01% -116 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: not reported; 2024Q4: 95 shares; 2025Q1: 175 shares; 2025Q2: 150 shares; 2025Q3: 3,509 shares; 2025Q4: 3,439 shares; 2026Q1: 3,499 shares; 2026Q2: 3,531 shares 3,531 $775K 0.01% +32 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,610 shares; 2024Q4: 7,177 shares; 2025Q1: 8,831 shares; 2025Q2: 10,091 shares; 2025Q3: 9,547 shares; 2025Q4: 9,609 shares; 2026Q1: 8,890 shares; 2026Q2: 9,226 shares 9,226 $771K 0.01% +336 Timeline JEPQ 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: 349 shares; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 5,071 shares; 2025Q4: 5,660 shares; 2026Q1: 9,142 shares; 2026Q2: 12,482 shares 12,482 $767K 0.01% +3,340 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 2,183 shares; 2025Q1: 5,695 shares; 2025Q2: 6,558 shares; 2025Q3: 7,338 shares; 2025Q4: 7,557 shares; 2026Q1: 8,194 shares; 2026Q2: 9,343 shares 9,343 $760K 0.01% +1,149 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: 20,650 shares; 2024Q4: 19,071 shares; 2025Q1: 19,623 shares; 2025Q2: 15,794 shares; 2025Q3: 17,683 shares; 2025Q4: 20,021 shares; 2026Q1: 71,307 shares; 2026Q2: 16,324 shares 16,324 $759K 0.01% -54,983 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: 121 shares; 2024Q4: 203 shares; 2025Q1: 365 shares; 2025Q2: 515 shares; 2025Q3: 561 shares; 2025Q4: 525 shares; 2026Q1: 562 shares; 2026Q2: 546 shares 546 $743K 0.01% -16 Timeline BAB 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: 10,808 shares; 2024Q4: 16,051 shares; 2025Q1: 15,797 shares; 2025Q2: 17,071 shares; 2025Q3: 15,240 shares; 2025Q4: 16,052 shares; 2026Q1: 27,268 shares; 2026Q2: 27,677 shares 27,677 $743K 0.01% +409 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: 119,824 shares; 2024Q4: 19,865 shares; 2025Q1: 7,790 shares; 2025Q2: 5,668 shares; 2025Q3: not reported; 2025Q4: 4,876 shares; 2026Q1: 5,149 shares; 2026Q2: 5,674 shares 5,674 $741K 0.01% +525 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 6,122 shares; 2025Q4: 9,938 shares; 2026Q1: 13,887 shares; 2026Q2: 15,238 shares 15,238 $736K 0.01% +1,351 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: 3,062 shares; 2024Q4: 3,102 shares; 2025Q1: 3,467 shares; 2025Q2: 3,799 shares; 2025Q3: 3,549 shares; 2025Q4: 3,870 shares; 2026Q1: 3,711 shares; 2026Q2: 3,556 shares 3,556 $734K 0.01% -155 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,225 shares; 2024Q4: 85,719 shares; 2025Q1: 93,736 shares; 2025Q2: 100,566 shares; 2025Q3: 104,403 shares; 2025Q4: 89,588 shares; 2026Q1: 6,254 shares; 2026Q2: 5,937 shares 5,937 $713K 0.01% -317 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 16,650 shares; 2026Q2: 24,184 shares 24,184 $711K 0.01% +7,534 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2026Q1: not reported; 2026Q2: 27,879 shares 27,879 $706K 0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 3,018 shares; 2025Q1: 7,734 shares; 2025Q2: 8,249 shares; 2025Q3: 9,439 shares; 2025Q4: 9,586 shares; 2026Q1: 10,295 shares; 2026Q2: 10,324 shares 10,324 $706K 0.01% +29 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: 6,816 shares; 2024Q4: 6,842 shares; 2025Q1: 6,815 shares; 2025Q2: 6,262 shares; 2025Q3: 6,060 shares; 2025Q4: 5,994 shares; 2026Q1: 5,985 shares; 2026Q2: 6,008 shares 6,008 $704K 0.01% +23 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 2,190 shares; 2025Q1: 3,333 shares; 2025Q2: 4,913 shares; 2025Q3: 5,195 shares; 2025Q4: 4,753 shares; 2026Q1: 4,854 shares; 2026Q2: 4,523 shares 4,523 $700K 0.01% -331 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: 7,209 shares; 2024Q4: 7,133 shares; 2025Q1: 2,604 shares; 2025Q2: 2,016 shares; 2025Q3: 2,501 shares; 2025Q4: 3,200 shares; 2026Q1: 3,776 shares; 2026Q2: 3,889 shares 3,889 $686K 0.01% +113 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 479 shares; 2025Q1: 815 shares; 2025Q2: 8,226 shares; 2025Q3: 6,880 shares; 2025Q4: 3,701 shares; 2026Q1: 10,952 shares; 2026Q2: 23,030 shares 23,030 $681K 0.01% +12,078 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,671 shares; 2024Q4: 10,603 shares; 2025Q1: 10,938 shares; 2025Q2: 10,946 shares; 2025Q3: 8,941 shares; 2025Q4: 9,074 shares; 2026Q1: 10,193 shares; 2026Q2: 9,936 shares 9,936 $679K 0.01% -257 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: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 8,882 shares; 2026Q2: 8,882 shares 8,882 $676K 0.01% 0 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,801 shares; 2024Q4: 31,385 shares; 2025Q1: 31,474 shares; 2025Q2: 30,426 shares; 2025Q3: 31,182 shares; 2025Q4: 30,996 shares; 2026Q1: 31,343 shares; 2026Q2: 31,347 shares 31,347 $671K 0.01% +4 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,500 shares; 2024Q4: 452,959 shares; 2025Q1: 435,539 shares; 2025Q2: 428,168 shares; 2025Q3: 416,556 shares; 2025Q4: 302,201 shares; 2026Q1: 37,034 shares; 2026Q2: 32,946 shares 32,946 $661K 0.01% -4,088 Timeline QUS 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: 5,633 shares; 2024Q4: 4,483 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,483 shares; 2026Q2: 3,483 shares 3,483 $651K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,299 shares; 2024Q4: 4,311 shares; 2025Q1: 4,319 shares; 2025Q2: 4,346 shares; 2025Q3: 4,320 shares; 2025Q4: 4,321 shares; 2026Q1: 4,003 shares; 2026Q2: 4,003 shares 4,003 $650K 0.01% 0 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,850 shares; 2026Q2: 34,755 shares 34,755 $645K 0.01% +8,905 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: 2,890 shares; 2024Q4: 2,744 shares; 2025Q1: 1,853 shares; 2025Q2: 1,857 shares; 2025Q3: 2,225 shares; 2025Q4: 825 shares; 2026Q1: 4,214 shares; 2026Q2: 4,400 shares 4,400 $644K 0.01% +186 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 6,307 shares; 2025Q1: 6,868 shares; 2025Q2: 6,423 shares; 2025Q3: 519 shares; 2025Q4: 430 shares; 2026Q1: 1,077 shares; 2026Q2: 1,028 shares 1,028 $641K 0.01% -49 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: 12,494 shares; 2024Q4: 11,260 shares; 2025Q1: 10,831 shares; 2025Q2: 10,412 shares; 2025Q3: 5,526 shares; 2025Q4: 5,670 shares; 2026Q1: 6,234 shares; 2026Q2: 5,690 shares 5,690 $636K 0.01% -544 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,716 shares; 2025Q3: 2,686 shares; 2025Q4: 2,720 shares; 2026Q1: 2,636 shares; 2026Q2: 2,637 shares 2,637 $628K 0.01% +1 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: 863 shares; 2024Q4: 901 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $625K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,371 shares; 2024Q4: 20,240 shares; 2025Q1: 20,748 shares; 2025Q2: 20,837 shares; 2025Q3: 15,994 shares; 2025Q4: 16,321 shares; 2026Q1: 18,317 shares; 2026Q2: 27,410 shares 27,410 $624K 0.01% +9,093 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: 7,150 shares; 2024Q4: 39,852 shares; 2025Q1: 36,852 shares; 2025Q2: 36,852 shares; 2025Q3: 21,537 shares; 2025Q4: 21,450 shares; 2026Q1: 21,450 shares; 2026Q2: 21,450 shares 21,450 $621K 0.01% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,053 shares; 2025Q1: 2,680 shares; 2025Q2: 4,056 shares; 2025Q3: 5,155 shares; 2025Q4: 15,414 shares; 2026Q1: 20,268 shares; 2026Q2: 24,016 shares 24,016 $618K 0.01% +3,748 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,157 shares; 2024Q4: 5,157 shares; 2025Q1: 5,856 shares; 2025Q2: 6,139 shares; 2025Q3: 5,616 shares; 2025Q4: 5,441 shares; 2026Q1: 5,283 shares; 2026Q2: 5,298 shares 5,298 $599K 0.01% +15 Timeline IGLB 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: 6,788 shares; 2026Q1: 7,830 shares; 2026Q2: 11,936 shares 11,936 $597K 0.01% +4,106 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 2,650 shares; 2025Q4: 2,659 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $590K 0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,543 shares; 2024Q4: 17,627 shares; 2025Q1: 17,041 shares; 2025Q2: 16,904 shares; 2025Q3: 16,902 shares; 2025Q4: 16,633 shares; 2026Q1: 16,672 shares; 2026Q2: 14,461 shares 14,461 $583K 0.01% -2,211 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,256 shares; 2024Q4: 18,064 shares; 2025Q1: 17,677 shares; 2025Q2: 16,854 shares; 2025Q3: 16,874 shares; 2025Q4: 15,595 shares; 2026Q1: 15,536 shares; 2026Q2: 14,916 shares 14,916 $578K 0.01% -620 Timeline PAVE 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: 8,051 shares; 2024Q4: 8,051 shares; 2025Q1: 8,051 shares; 2025Q2: 8,051 shares; 2025Q3: 7,975 shares; 2025Q4: 7,975 shares; 2026Q1: 9,775 shares; 2026Q2: 9,775 shares 9,775 $576K 0.01% 0 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: 3,168 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 2,656 shares; 2025Q3: 1,651 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares; 2026Q2: 3,471 shares 3,471 $570K 0.01% 0 Timeline QTEC 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,384 shares; 2025Q4: 1,441 shares; 2026Q1: 1,554 shares; 2026Q2: 1,683 shares 1,683 $563K 0.01% +129 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,806 shares; 2024Q4: 13,714 shares; 2025Q1: 13,795 shares; 2025Q2: 13,815 shares; 2025Q3: 13,873 shares; 2025Q4: 13,857 shares; 2026Q1: 8,743 shares; 2026Q2: 8,787 shares 8,787 $562K 0.01% +44 Timeline BKLN 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: 42,901 shares; 2024Q4: 45,630 shares; 2025Q1: 46,135 shares; 2025Q2: 47,164 shares; 2025Q3: 45,590 shares; 2025Q4: 38,482 shares; 2026Q1: 39,392 shares; 2026Q2: 27,574 shares 27,574 $562K 0.01% -11,818 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,508 shares; 2024Q4: 106,022 shares; 2025Q1: 108,126 shares; 2025Q2: 109,393 shares; 2025Q3: 105,742 shares; 2025Q4: 39,678 shares; 2026Q1: 14,448 shares; 2026Q2: 13,929 shares 13,929 $554K 0.01% -519 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,899 shares; 2024Q4: 3,994 shares; 2025Q1: 4,328 shares; 2025Q2: 5,278 shares; 2025Q3: 5,363 shares; 2025Q4: 5,550 shares; 2026Q1: 3,181 shares; 2026Q2: 3,156 shares 3,156 $554K 0.01% -25 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,579 shares; 2026Q1: 10,245 shares; 2026Q2: 10,285 shares 10,285 $550K 0.01% +40 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,278 shares; 2024Q4: 4,715 shares; 2025Q1: 4,678 shares; 2025Q2: 4,678 shares; 2025Q3: 4,678 shares; 2025Q4: 4,678 shares; 2026Q1: 4,550 shares; 2026Q2: 4,550 shares 4,550 $543K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 2,819 shares; 2025Q1: 2,322 shares; 2025Q2: 2,552 shares; 2025Q3: 3,054 shares; 2025Q4: 3,513 shares; 2026Q1: 10,932 shares; 2026Q2: 9,066 shares 9,066 $528K 0.01% -1,866 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,520 shares; 2025Q1: 12,554 shares; 2025Q2: 12,614 shares; 2025Q3: 12,723 shares; 2025Q4: 12,946 shares; 2026Q1: 13,367 shares; 2026Q2: 13,240 shares 13,240 $527K 0.01% -127 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: 10,060 shares; 2024Q4: 8,914 shares; 2025Q1: 9,019 shares; 2025Q2: 9,199 shares; 2025Q3: 9,279 shares; 2025Q4: 7,979 shares; 2026Q1: 10,159 shares; 2026Q2: 10,234 shares 10,234 $522K 0.01% +75 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: 1,197 shares; 2024Q4: 1,137 shares; 2025Q1: 1,210 shares; 2025Q2: 1,246 shares; 2025Q3: 1,229 shares; 2025Q4: 1,053 shares; 2026Q1: 1,009 shares; 2026Q2: 1,020 shares 1,020 $519K 0.01% +11 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 3,005 shares; 2025Q2: 3,053 shares; 2025Q3: 3,090 shares; 2025Q4: 3,263 shares; 2026Q1: 3,150 shares; 2026Q2: 3,108 shares 3,108 $518K 0.01% -42 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,973 shares; 2024Q4: 84,168 shares; 2025Q1: 82,814 shares; 2025Q2: 82,916 shares; 2025Q3: 75,159 shares; 2025Q4: 69,845 shares; 2026Q1: 4,708 shares; 2026Q2: 4,207 shares 4,207 $515K 0.01% -501 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 4,851 shares; 2025Q1: 4,910 shares; 2025Q2: 6,280 shares; 2025Q3: 5,130 shares; 2025Q4: 7,020 shares; 2026Q1: 7,578 shares; 2026Q2: 7,644 shares 7,644 $515K 0.01% +66 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: 35 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 241 shares; 2025Q4: 827 shares; 2026Q1: 953 shares; 2026Q2: 806 shares 806 $515K 0.01% -147 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,154 shares; 2025Q1: 2,786 shares; 2025Q2: 5,308 shares; 2025Q3: 5,313 shares; 2025Q4: 6,572 shares; 2026Q1: 11,606 shares; 2026Q2: 11,618 shares 11,618 $508K 0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 9,000 shares; 2026Q2: 9,661 shares 9,661 $506K <0.01% +661 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: 9,754 shares; 2024Q4: 9,369 shares; 2025Q1: 9,559 shares; 2025Q2: 8,320 shares; 2025Q3: 7,716 shares; 2025Q4: 9,595 shares; 2026Q1: 9,718 shares; 2026Q2: 10,635 shares 10,635 $505K <0.01% +917 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,844 shares; 2024Q4: 6,491 shares; 2025Q1: 6,733 shares; 2025Q2: 9,067 shares; 2025Q3: 9,167 shares; 2025Q4: 7,537 shares; 2026Q1: 7,361 shares; 2026Q2: 7,411 shares 7,411 $497K <0.01% +50 Timeline LII LENNOX INTL INC More: the full row for LENNOX 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: 872 shares; 2026Q2: 867 shares 867 $496K <0.01% -5 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637 shares; 2024Q4: 373 shares; 2025Q1: 485 shares; 2025Q2: 520 shares; 2025Q3: 465 shares; 2025Q4: 1,953 shares; 2026Q1: 2,467 shares; 2026Q2: 2,325 shares 2,325 $495K <0.01% -142 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: 38,205 shares; 2024Q4: 38,556 shares; 2025Q1: 31,705 shares; 2025Q2: 32,245 shares; 2025Q3: 32,245 shares; 2025Q4: 32,245 shares; 2026Q1: 27,231 shares; 2026Q2: 26,582 shares 26,582 $493K <0.01% -649 Timeline MGC 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: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $493K <0.01% 0 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: 23 shares; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 1,055 shares; 2026Q2: 1,010 shares 1,010 $489K <0.01% -45 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: 4,401 shares; 2024Q4: 4,436 shares; 2025Q1: 2,766 shares; 2025Q2: 3,328 shares; 2025Q3: 4,151 shares; 2025Q4: 4,191 shares; 2026Q1: 1,573 shares; 2026Q2: 1,598 shares 1,598 $484K <0.01% +25 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,707 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 7,645 shares; 2025Q4: 7,145 shares; 2026Q1: 7,195 shares; 2026Q2: 7,170 shares 7,170 $484K <0.01% -25 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: 58,002 shares; 2024Q4: 46,684 shares; 2025Q1: 45,859 shares; 2025Q2: 33,347 shares; 2025Q3: 30,867 shares; 2025Q4: 20,345 shares; 2026Q1: 19,852 shares; 2026Q2: 19,852 shares 19,852 $475K <0.01% 0 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: 10,944 shares; 2024Q4: 7,487 shares; 2025Q1: 7,600 shares; 2025Q2: 8,928 shares; 2025Q3: 8,403 shares; 2025Q4: 7,434 shares; 2026Q1: 6,478 shares; 2026Q2: 6,369 shares 6,369 $473K <0.01% -109 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 1,364 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,118 shares; 2026Q1: 5,036 shares; 2026Q2: 5,351 shares 5,351 $469K <0.01% +315 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 1,968 shares; 2025Q1: 6,237 shares; 2025Q2: 6,926 shares; 2025Q3: 7,846 shares; 2025Q4: 8,023 shares; 2026Q1: 8,901 shares; 2026Q2: 8,864 shares 8,864 $468K <0.01% -37 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,922 shares; 2025Q4: 2,314 shares; 2026Q1: 2,556 shares; 2026Q2: 2,808 shares 2,808 $459K <0.01% +252 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: 3,254 shares; 2024Q4: 4,066 shares; 2025Q1: 3,255 shares; 2025Q2: 3,256 shares; 2025Q3: 3,618 shares; 2025Q4: 3,506 shares; 2026Q1: 7,772 shares; 2026Q2: 7,772 shares 7,772 $458K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,310 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares; 2026Q1: 3,199 shares; 2026Q2: 2,996 shares 2,996 $456K <0.01% -203 Timeline IYT 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: 5,193 shares 5,193 $451K <0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 15,530 shares; 2026Q1: 25,746 shares; 2026Q2: 42,987 shares 42,987 $445K <0.01% +17,241 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: 1,505 shares; 2024Q4: 69 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,412 shares; 2026Q1: 50,263 shares; 2026Q2: 4,517 shares 4,517 $438K <0.01% -45,746 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,712 shares; 2024Q4: 5,221 shares; 2025Q1: 5,320 shares; 2025Q2: 5,209 shares; 2025Q3: 3,156 shares; 2025Q4: 3,268 shares; 2026Q1: 3,045 shares; 2026Q2: 2,870 shares 2,870 $434K <0.01% -175 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,980 shares; 2024Q4: 8,122 shares; 2025Q1: 7,820 shares; 2025Q2: 8,545 shares; 2025Q3: 7,508 shares; 2025Q4: 7,359 shares; 2026Q1: 7,851 shares; 2026Q2: 8,344 shares 8,344 $429K <0.01% +493 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 7,555 shares; 2025Q4: 13,063 shares; 2026Q1: 12,795 shares; 2026Q2: 16,703 shares 16,703 $426K <0.01% +3,908 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: 3,190 shares; 2024Q4: 1,667 shares; 2025Q1: 1,354 shares; 2025Q2: 480 shares; 2025Q3: 545 shares; 2025Q4: 703 shares; 2026Q1: 804 shares; 2026Q2: 1,113 shares 1,113 $418K <0.01% +309 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: not reported; 2024Q4: 421 shares; 2025Q1: 485 shares; 2025Q2: 176 shares; 2025Q3: 202 shares; 2025Q4: 351 shares; 2026Q1: 1,014 shares; 2026Q2: 1,015 shares 1,015 $416K <0.01% +1 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,225 shares; 2024Q4: 3,836 shares; 2025Q1: 3,775 shares; 2025Q2: 3,872 shares; 2025Q3: 3,775 shares; 2025Q4: 3,783 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $413K <0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 70,000 shares; 2025Q4: 130,000 shares; 2026Q1: 100,000 shares; 2026Q2: 70,000 shares 70,000 $412K <0.01% -30,000 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 1,574 shares; 2026Q1: 3,549 shares; 2026Q2: 5,328 shares 5,328 $412K <0.01% +1,779 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: not reported; 2024Q4: 16,331 shares; 2025Q1: 16,331 shares; 2025Q2: 14,223 shares; 2025Q3: 15,866 shares; 2025Q4: 14,628 shares; 2026Q1: 14,628 shares; 2026Q2: 14,716 shares 14,716 $408K <0.01% +88 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 373 shares; 2025Q1: 400 shares; 2025Q2: 795 shares; 2025Q3: 805 shares; 2025Q4: 827 shares; 2026Q1: 831 shares; 2026Q2: 966 shares 966 $403K <0.01% +135 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: 2,286 shares; 2024Q4: 2,483 shares; 2025Q1: 5,972 shares; 2025Q2: 8,255 shares; 2025Q3: 10,376 shares; 2025Q4: 14,776 shares; 2026Q1: 12,958 shares; 2026Q2: 4,832 shares 4,832 $401K <0.01% -8,126 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: 3,567 shares; 2024Q4: 3,553 shares; 2025Q1: 2,529 shares; 2025Q2: 2,209 shares; 2025Q3: 2,184 shares; 2025Q4: 2,578 shares; 2026Q1: 2,779 shares; 2026Q2: 2,904 shares 2,904 $398K <0.01% +125 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 15,241 shares; 2025Q1: 5,763 shares; 2025Q2: 5,688 shares; 2025Q3: 4,947 shares; 2025Q4: 4,948 shares; 2026Q1: 4,947 shares; 2026Q2: 4,947 shares 4,947 $397K <0.01% 0 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: 200 shares; 2024Q4: 82 shares; 2025Q1: 304 shares; 2025Q2: 213 shares; 2025Q3: 316 shares; 2025Q4: 381 shares; 2026Q1: 521 shares; 2026Q2: 919 shares 919 $396K <0.01% +398 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 20 shares; 2025Q1: 31 shares; 2025Q2: 49 shares; 2025Q3: 53 shares; 2025Q4: 52 shares; 2026Q1: 56 shares; 2026Q2: 58 shares 58 $395K <0.01% +2 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: 767 shares; 2024Q4: 755 shares; 2025Q1: 440 shares; 2025Q2: 833 shares; 2025Q3: 424 shares; 2025Q4: 934 shares; 2026Q1: 1,300 shares; 2026Q2: 1,437 shares 1,437 $386K <0.01% +137 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,355 shares; 2024Q4: 6,565 shares; 2025Q1: 6,265 shares; 2025Q2: 5,397 shares; 2025Q3: 5,397 shares; 2025Q4: 5,599 shares; 2026Q1: 8,322 shares; 2026Q2: 8,197 shares 8,197 $386K <0.01% -125 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: 1,275 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 736 shares; 2026Q1: 1,411 shares; 2026Q2: 961 shares 961 $386K <0.01% -450 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: 11,294 shares; 2024Q4: 11,308 shares; 2025Q1: 11,316 shares; 2025Q2: 10,728 shares; 2025Q3: 10,841 shares; 2025Q4: 12,613 shares; 2026Q1: 12,618 shares; 2026Q2: 12,628 shares 12,628 $385K <0.01% +10 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,953 shares; 2026Q2: 32,336 shares 32,336 $384K <0.01% +8,383 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares; 2026Q2: 11,100 shares 11,100 $383K <0.01% 0 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: 4,762 shares; 2024Q4: 4,266 shares; 2025Q1: 3,828 shares; 2025Q2: 4,056 shares; 2025Q3: 3,876 shares; 2025Q4: 7,011 shares; 2026Q1: 12,523 shares; 2026Q2: 9,216 shares 9,216 $381K <0.01% -3,307 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,596 shares; 2024Q4: 7,596 shares; 2025Q1: 7,596 shares; 2025Q2: 7,596 shares; 2025Q3: 7,596 shares; 2025Q4: 7,596 shares; 2026Q1: 7,635 shares; 2026Q2: 7,635 shares 7,635 $372K <0.01% 0 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH 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: not reported; 2026Q1: 4,766 shares; 2026Q2: 5,262 shares 5,262 $367K <0.01% +496 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: 92 shares; 2025Q1: 2,419 shares; 2025Q2: 4,616 shares; 2025Q3: 5,894 shares; 2025Q4: 5,903 shares; 2026Q1: 5,910 shares; 2026Q2: 3,248 shares 3,248 $367K <0.01% -2,662 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,820 shares; 2025Q2: 1,821 shares; 2025Q3: 1,822 shares; 2025Q4: 2,851 shares; 2026Q1: 2,090 shares; 2026Q2: 1,864 shares 1,864 $361K <0.01% -226 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: 5,655 shares; 2024Q4: 4,999 shares; 2025Q1: 6,037 shares; 2025Q2: 6,227 shares; 2025Q3: 6,068 shares; 2025Q4: 3,740 shares; 2026Q1: 4,059 shares; 2026Q2: 4,234 shares 4,234 $359K <0.01% +175 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 257 shares; 2025Q4: 2,028 shares; 2026Q1: 4,216 shares; 2026Q2: 6,112 shares 6,112 $357K <0.01% +1,896 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,014 shares; 2024Q4: 7,027 shares; 2025Q1: 7,048 shares; 2025Q2: 7,052 shares; 2025Q3: 7,052 shares; 2025Q4: 7,063 shares; 2026Q1: 7,063 shares; 2026Q2: 7,058 shares 7,058 $353K <0.01% -5 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,539 shares; 2024Q4: 15,539 shares; 2025Q1: 17,064 shares; 2025Q2: 17,064 shares; 2025Q3: 17,105 shares; 2025Q4: 17,105 shares; 2026Q1: 6,755 shares; 2026Q2: 6,758 shares 6,758 $350K <0.01% +3 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: 100 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $350K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,523 shares; 2025Q1: 1,734 shares; 2025Q2: 1,743 shares; 2025Q3: 2,603 shares; 2025Q4: 2,612 shares; 2026Q1: 2,700 shares; 2026Q2: 2,775 shares 2,775 $346K <0.01% +75 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,293 shares; 2024Q4: 5,330 shares; 2025Q1: 5,447 shares; 2025Q2: 5,335 shares; 2025Q3: 4,858 shares; 2025Q4: 4,863 shares; 2026Q1: 4,460 shares; 2026Q2: 4,254 shares 4,254 $342K <0.01% -206 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,631 shares; 2024Q4: 10,021 shares; 2025Q1: 9,293 shares; 2025Q2: 9,293 shares; 2025Q3: 9,275 shares; 2025Q4: 12,155 shares; 2026Q1: 9,277 shares; 2026Q2: 9,386 shares 9,386 $341K <0.01% +109 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,410 shares; 2025Q3: 17,572 shares; 2025Q4: 18,729 shares; 2026Q1: 13,401 shares; 2026Q2: 17,263 shares 17,263 $337K <0.01% +3,862 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: 13,373 shares; 2024Q4: 13,103 shares; 2025Q1: 12,889 shares; 2025Q2: 12,700 shares; 2025Q3: 8,896 shares; 2025Q4: 1,702 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares 1,503 $337K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $337K <0.01% 0 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: 19,829 shares; 2024Q4: 15,648 shares; 2025Q1: 13,264 shares; 2025Q2: 10,828 shares; 2025Q3: 9,930 shares; 2025Q4: 10,257 shares; 2026Q1: 10,077 shares; 2026Q2: 9,662 shares 9,662 $336K <0.01% -415 Timeline