MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 920,479 shares; 2025Q1: 928,275 shares; 2025Q2: 931,187 shares; 2025Q3: 924,757 shares; 2025Q4: 959,701 shares; 2026Q1: 1,019,079 shares; 2026Q2: 1,017,438 shares; 2026Q3: 996,573 shares 996,573 $511M 2.64% -20,865 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,341,508 shares; 2025Q1: 1,231,172 shares; 2025Q2: 1,238,490 shares; 2025Q3: 1,374,872 shares; 2025Q4: 1,332,623 shares; 2026Q1: 1,493,123 shares; 2026Q2: 1,489,720 shares; 2026Q3: 1,428,287 shares 1,428,287 $475M 2.46% -61,433 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; 2024Q4: 2,044,816 shares; 2025Q1: 2,040,679 shares; 2025Q2: 2,059,281 shares; 2025Q3: 2,050,739 shares; 2025Q4: 2,046,367 shares; 2026Q1: 1,944,922 shares; 2026Q2: 1,920,943 shares; 2026Q3: 1,898,083 shares 1,898,083 $472M 2.44% -22,860 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,052,430 shares; 2025Q1: 2,238,496 shares; 2025Q2: 2,267,130 shares; 2025Q3: 2,024,739 shares; 2025Q4: 2,008,605 shares; 2026Q1: 2,003,591 shares; 2026Q2: 2,006,618 shares; 2026Q3: 2,034,634 shares 2,034,634 $464M 2.4% +28,016 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; 2024Q4: 542,753 shares; 2025Q1: 542,679 shares; 2025Q2: 541,653 shares; 2025Q3: 538,502 shares; 2025Q4: 536,735 shares; 2026Q1: 725,245 shares; 2026Q2: 712,934 shares; 2026Q3: 705,870 shares 705,870 $352M 1.82% -7,064 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204,316 shares; 2025Q1: 203,319 shares; 2025Q2: 204,702 shares; 2025Q3: 205,027 shares; 2025Q4: 209,999 shares; 2026Q1: 207,172 shares; 2026Q2: 206,399 shares; 2026Q3: 197,363 shares 197,363 $339M 1.75% -9,036 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,437,172 shares; 2025Q1: 9,097,024 shares; 2025Q2: 9,071,969 shares; 2025Q3: 8,488,957 shares; 2025Q4: 11,816,546 shares; 2026Q1: 10,487,219 shares; 2026Q2: 9,666,951 shares; 2026Q3: 8,823,389 shares 8,823,389 $323M 1.67% -843,562 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; 2024Q4: 270,762 shares; 2025Q1: 251,306 shares; 2025Q2: 265,107 shares; 2025Q3: 284,027 shares; 2025Q4: 332,599 shares; 2026Q1: 346,582 shares; 2026Q2: 385,756 shares; 2026Q3: 438,431 shares 438,431 $307M 1.59% +52,675 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; 2024Q4: 585,743 shares; 2025Q1: 617,400 shares; 2025Q2: 643,341 shares; 2025Q3: 700,084 shares; 2025Q4: 760,858 shares; 2026Q1: 853,798 shares; 2026Q2: 992,810 shares; 2026Q3: 1,145,441 shares 1,145,441 $267M 1.38% +152,631 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 961,827 shares; 2025Q1: 959,460 shares; 2025Q2: 959,792 shares; 2025Q3: 964,552 shares; 2025Q4: 794,223 shares; 2026Q1: 790,404 shares; 2026Q2: 776,221 shares; 2026Q3: 770,168 shares 770,168 $265M 1.37% -6,053 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,262,152 shares; 2025Q1: 1,237,832 shares; 2025Q2: 1,142,133 shares; 2025Q3: 1,122,270 shares; 2025Q4: 1,104,857 shares; 2026Q1: 892,187 shares; 2026Q2: 862,394 shares; 2026Q3: 850,972 shares 850,972 $226M 1.17% -11,422 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; 2024Q4: 616,858 shares; 2025Q1: 618,366 shares; 2025Q2: 872,074 shares; 2025Q3: 871,655 shares; 2025Q4: 1,052,121 shares; 2026Q1: 1,026,871 shares; 2026Q2: 1,049,635 shares; 2026Q3: 1,264,519 shares 1,264,519 $208M 1.08% +214,884 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 748,244 shares; 2025Q1: 636,575 shares; 2025Q2: 636,491 shares; 2025Q3: 629,103 shares; 2025Q4: 557,279 shares; 2026Q1: 482,998 shares; 2026Q2: 485,243 shares; 2026Q3: 566,267 shares 566,267 $199M 1.03% +81,024 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; 2024Q4: 314,848 shares; 2025Q1: 315,177 shares; 2025Q2: 314,917 shares; 2025Q3: 313,109 shares; 2025Q4: 490,409 shares; 2026Q1: 753,020 shares; 2026Q2: 738,361 shares; 2026Q3: 725,198 shares 725,198 $198M 1.02% -13,163 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; 2024Q4: 419,780 shares; 2025Q1: 442,716 shares; 2025Q2: 583,974 shares; 2025Q3: 739,525 shares; 2025Q4: 672,416 shares; 2026Q1: 801,710 shares; 2026Q2: 542,271 shares; 2026Q3: 531,134 shares 531,134 $196M 1.01% -11,137 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 936,760 shares; 2025Q1: 953,355 shares; 2025Q2: 961,062 shares; 2025Q3: 949,781 shares; 2025Q4: 941,488 shares; 2026Q1: 950,059 shares; 2026Q2: 1,827,013 shares; 2026Q3: 1,812,141 shares 1,812,141 $180M 0.93% -14,872 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; 2024Q4: 574,230 shares; 2025Q1: 694,949 shares; 2025Q2: 693,987 shares; 2025Q3: 673,403 shares; 2025Q4: 666,096 shares; 2026Q1: 690,154 shares; 2026Q2: 678,343 shares; 2026Q3: 801,278 shares 801,278 $178M 0.92% +122,935 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; 2024Q4: 346,772 shares; 2025Q1: 458,677 shares; 2025Q2: 559,663 shares; 2025Q3: 553,420 shares; 2025Q4: 537,455 shares; 2026Q1: 458,850 shares; 2026Q2: 448,231 shares; 2026Q3: 438,695 shares 438,695 $174M 0.9% -9,536 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491,952 shares; 2025Q1: 495,024 shares; 2025Q2: 494,164 shares; 2025Q3: 490,246 shares; 2025Q4: 482,268 shares; 2026Q1: 482,673 shares; 2026Q2: 475,629 shares; 2026Q3: 469,444 shares 469,444 $169M 0.88% -6,185 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; 2024Q4: 408,336 shares; 2025Q1: 423,907 shares; 2025Q2: 423,233 shares; 2025Q3: 418,828 shares; 2025Q4: 411,266 shares; 2026Q1: 406,350 shares; 2026Q2: 396,897 shares; 2026Q3: 384,428 shares 384,428 $167M 0.86% -12,469 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 305,227 shares; 2025Q1: 306,069 shares; 2025Q2: 305,514 shares; 2025Q3: 302,551 shares; 2025Q4: 304,501 shares; 2026Q1: 306,025 shares; 2026Q2: 303,897 shares; 2026Q3: 297,111 shares 297,111 $165M 0.85% -6,786 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 327,729 shares; 2025Q1: 324,796 shares; 2025Q2: 320,834 shares; 2025Q3: 356,844 shares; 2025Q4: 470,177 shares; 2026Q1: 545,278 shares; 2026Q2: 530,366 shares; 2026Q3: 532,261 shares 532,261 $161M 0.83% +1,895 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511,869 shares; 2025Q1: 543,349 shares; 2025Q2: 535,006 shares; 2025Q3: 519,906 shares; 2025Q4: 530,043 shares; 2026Q1: 536,948 shares; 2026Q2: 533,170 shares; 2026Q3: 489,237 shares 489,237 $158M 0.82% -43,933 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; 2024Q4: 310,459 shares; 2025Q1: 276,956 shares; 2025Q2: 309,091 shares; 2025Q3: 407,871 shares; 2025Q4: 1,328,747 shares; 2026Q1: 1,248,049 shares; 2026Q2: 645,205 shares; 2026Q3: 596,528 shares 596,528 $157M 0.82% -48,677 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; 2024Q4: 356,547 shares; 2025Q1: 359,871 shares; 2025Q2: 358,642 shares; 2025Q3: 356,236 shares; 2025Q4: 348,428 shares; 2026Q1: 342,163 shares; 2026Q2: 336,791 shares; 2026Q3: 328,039 shares 328,039 $157M 0.81% -8,752 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; 2024Q4: 589,648 shares; 2025Q1: 587,252 shares; 2025Q2: 586,514 shares; 2025Q3: 579,211 shares; 2025Q4: 579,219 shares; 2026Q1: 529,575 shares; 2026Q2: 520,419 shares; 2026Q3: 454,849 shares 454,849 $151M 0.78% -65,570 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; 2024Q4: 228,063 shares; 2025Q1: 281,874 shares; 2025Q2: 276,455 shares; 2025Q3: 630,203 shares; 2025Q4: 575,783 shares; 2026Q1: 574,012 shares; 2026Q2: 441,940 shares; 2026Q3: 384,435 shares 384,435 $150M 0.78% -57,505 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 920,690 shares 920,690 $150M 0.77% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,251,174 shares; 2025Q1: 3,170,875 shares; 2025Q2: 3,556,812 shares; 2025Q3: 3,526,668 shares; 2025Q4: 3,466,570 shares; 2026Q1: 3,407,614 shares; 2026Q2: 3,357,238 shares; 2026Q3: 3,311,327 shares 3,311,327 $148M 0.77% -45,911 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; 2024Q4: 512,744 shares; 2025Q1: 511,634 shares; 2025Q2: 510,632 shares; 2025Q3: 507,098 shares; 2025Q4: 491,114 shares; 2026Q1: 479,997 shares; 2026Q2: 470,007 shares; 2026Q3: 452,318 shares 452,318 $147M 0.76% -17,689 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; 2024Q4: 500,460 shares; 2025Q1: 497,750 shares; 2025Q2: 492,975 shares; 2025Q3: 406,860 shares; 2025Q4: 339,869 shares; 2026Q1: 247,510 shares; 2026Q2: 245,171 shares; 2026Q3: 197,179 shares 197,179 $143M 0.74% -47,992 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,453,357 shares; 2025Q1: 1,430,562 shares; 2025Q2: 1,423,127 shares; 2025Q3: 1,222,585 shares; 2025Q4: 1,099,588 shares; 2026Q1: 1,083,274 shares; 2026Q2: 1,012,248 shares; 2026Q3: 990,670 shares 990,670 $143M 0.74% -21,578 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; 2024Q4: 545,771 shares; 2025Q1: 535,614 shares; 2025Q2: 534,772 shares; 2025Q3: 540,158 shares; 2025Q4: 536,904 shares; 2026Q1: 526,158 shares; 2026Q2: 491,241 shares; 2026Q3: 346,851 shares 346,851 $137M 0.71% -144,390 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,137,510 shares; 2025Q1: 1,168,735 shares; 2025Q2: 1,147,465 shares; 2025Q3: 1,139,906 shares; 2025Q4: 1,130,069 shares; 2026Q1: 914,824 shares; 2026Q2: 792,013 shares; 2026Q3: 670,395 shares 670,395 $137M 0.71% -121,618 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,322 shares; 2025Q1: 115,169 shares; 2025Q2: 114,995 shares; 2025Q3: 114,852 shares; 2025Q4: 583,433 shares; 2026Q1: 803,794 shares; 2026Q2: 976,685 shares; 2026Q3: 1,025,406 shares 1,025,406 $136M 0.71% +48,721 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 403,471 shares; 2025Q1: 403,696 shares; 2025Q2: 399,226 shares; 2025Q3: 396,210 shares; 2025Q4: 395,928 shares; 2026Q1: 395,365 shares; 2026Q2: 410,517 shares; 2026Q3: 567,730 shares 567,730 $131M 0.68% +157,213 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; 2024Q4: 1,260,854 shares; 2025Q1: 872,613 shares; 2025Q2: 848,910 shares; 2025Q3: 638,027 shares; 2025Q4: 650,905 shares; 2026Q1: 646,714 shares; 2026Q2: 662,741 shares; 2026Q3: 654,315 shares 654,315 $125M 0.65% -8,426 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; 2024Q4: 1,997,798 shares; 2025Q1: 2,012,743 shares; 2025Q2: 1,989,694 shares; 2025Q3: 1,972,897 shares; 2025Q4: 1,975,965 shares; 2026Q1: 1,974,364 shares; 2026Q2: 1,948,906 shares; 2026Q3: 1,607,819 shares 1,607,819 $122M 0.63% -341,087 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 614,939 shares; 2025Q1: 614,444 shares; 2025Q2: 604,885 shares; 2025Q3: 597,522 shares; 2025Q4: 596,801 shares; 2026Q1: 588,310 shares; 2026Q2: 581,084 shares; 2026Q3: 575,739 shares 575,739 $122M 0.63% -5,345 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 565,539 shares; 2025Q1: 607,163 shares; 2025Q2: 643,134 shares; 2025Q3: 707,085 shares; 2025Q4: 783,836 shares; 2026Q1: 915,375 shares; 2026Q2: 1,059,493 shares; 2026Q3: 1,253,570 shares 1,253,570 $121M 0.63% +194,077 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; 2024Q4: 266,258 shares; 2025Q1: 267,129 shares; 2025Q2: 268,178 shares; 2025Q3: 267,121 shares; 2025Q4: 277,243 shares; 2026Q1: 1,307,768 shares; 2026Q2: 1,105,475 shares; 2026Q3: 1,091,712 shares 1,091,712 $117M 0.61% -13,763 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; 2024Q4: 540,231 shares; 2025Q1: 539,676 shares; 2025Q2: 543,223 shares; 2025Q3: 445,923 shares; 2025Q4: 451,941 shares; 2026Q1: 451,092 shares; 2026Q2: 445,588 shares; 2026Q3: 373,953 shares 373,953 $116M 0.6% -71,635 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; 2024Q4: 886,021 shares; 2025Q1: 888,449 shares; 2025Q2: 893,702 shares; 2025Q3: 887,623 shares; 2025Q4: 896,739 shares; 2026Q1: 893,891 shares; 2026Q2: 884,141 shares; 2026Q3: 868,958 shares 868,958 $115M 0.6% -15,183 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,864,363 shares; 2025Q1: 2,001,115 shares; 2025Q2: 2,518,002 shares; 2025Q3: 2,434,206 shares; 2025Q4: 2,294,446 shares; 2026Q1: 1,978,231 shares; 2026Q2: 2,376,295 shares; 2026Q3: 2,344,295 shares 2,344,295 $115M 0.6% -32,000 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; 2024Q4: 1,938,113 shares; 2025Q1: 2,161,793 shares; 2025Q2: 2,145,235 shares; 2025Q3: 2,080,817 shares; 2025Q4: 2,080,580 shares; 2026Q1: 1,827,154 shares; 2026Q2: 1,574,733 shares; 2026Q3: 1,551,224 shares 1,551,224 $114M 0.59% -23,509 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,684 shares; 2025Q1: 11,021 shares; 2025Q2: 11,001 shares; 2025Q3: 11,126 shares; 2025Q4: 11,638 shares; 2026Q1: 346,194 shares; 2026Q2: 471,346 shares; 2026Q3: 443,100 shares 443,100 $114M 0.59% -28,246 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; 2024Q4: 1,242,182 shares; 2025Q1: 1,236,284 shares; 2025Q2: 794,201 shares; 2025Q3: 781,958 shares; 2025Q4: 781,380 shares; 2026Q1: 778,556 shares; 2026Q2: 768,066 shares; 2026Q3: 758,155 shares 758,155 $113M 0.58% -9,911 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; 2024Q4: 126,815 shares; 2025Q1: 127,308 shares; 2025Q2: 128,101 shares; 2025Q3: 128,285 shares; 2025Q4: 126,862 shares; 2026Q1: 126,630 shares; 2026Q2: 125,086 shares; 2026Q3: 123,323 shares 123,323 $113M 0.58% -1,763 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,158 shares; 2025Q1: 145,439 shares; 2025Q2: 161,482 shares; 2025Q3: 172,267 shares; 2025Q4: 184,766 shares; 2026Q1: 221,899 shares; 2026Q2: 310,652 shares; 2026Q3: 380,899 shares 380,899 $112M 0.58% +70,247 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; 2024Q4: 460,443 shares; 2025Q1: 456,993 shares; 2025Q2: 529,916 shares; 2025Q3: 526,887 shares; 2025Q4: 526,611 shares; 2026Q1: 529,535 shares; 2026Q2: 524,720 shares; 2026Q3: 607,374 shares 607,374 $112M 0.58% +82,654 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,433,539 shares; 2025Q1: 1,120,293 shares; 2025Q2: 1,117,489 shares; 2025Q3: 927,408 shares; 2025Q4: 893,111 shares; 2026Q1: 804,797 shares; 2026Q2: 679,188 shares; 2026Q3: 658,982 shares 658,982 $112M 0.58% -20,206 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; 2024Q4: 350,072 shares; 2025Q1: 412,875 shares; 2025Q2: 558,679 shares; 2025Q3: 644,701 shares; 2025Q4: 614,002 shares; 2026Q1: 641,035 shares; 2026Q2: 628,589 shares; 2026Q3: 607,325 shares 607,325 $109M 0.57% -21,264 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; 2024Q4: 3,021,555 shares; 2025Q1: 4,282,833 shares; 2025Q2: 4,387,891 shares; 2025Q3: 4,335,506 shares; 2025Q4: 4,103,716 shares; 2026Q1: 5,486,348 shares; 2026Q2: 4,755,085 shares; 2026Q3: 4,933,267 shares 4,933,267 $107M 0.55% +178,182 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,521 shares; 2025Q1: 2,980 shares; 2025Q2: 2,676 shares; 2025Q3: 3,074 shares; 2025Q4: 12,444 shares; 2026Q1: 12,203 shares; 2026Q2: 10,051 shares; 2026Q3: 247,516 shares 247,516 $107M 0.55% +237,465 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; 2024Q4: 218,068 shares; 2025Q1: 225,310 shares; 2025Q2: 226,184 shares; 2025Q3: 217,284 shares; 2025Q4: 211,577 shares; 2026Q1: 210,152 shares; 2026Q2: 207,108 shares; 2026Q3: 202,800 shares 202,800 $106M 0.55% -4,308 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 855,684 shares; 2025Q1: 839,755 shares; 2025Q2: 838,779 shares; 2025Q3: 808,273 shares; 2025Q4: 905,408 shares; 2026Q1: 803,186 shares; 2026Q2: 789,268 shares; 2026Q3: 767,719 shares 767,719 $106M 0.55% -21,549 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; 2024Q4: 21,128 shares; 2025Q1: 22,066 shares; 2025Q2: 154,367 shares; 2025Q3: 171,908 shares; 2025Q4: 193,644 shares; 2026Q1: 224,445 shares; 2026Q2: 1,094,719 shares; 2026Q3: 1,326,679 shares 1,326,679 $104M 0.54% +231,960 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; 2024Q4: 91,056 shares; 2025Q1: 100,875 shares; 2025Q2: 103,005 shares; 2025Q3: 98,837 shares; 2025Q4: 512,998 shares; 2026Q1: 634,227 shares; 2026Q2: 612,045 shares; 2026Q3: 608,732 shares 608,732 $104M 0.54% -3,313 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; 2024Q4: 528,520 shares; 2025Q1: 628,626 shares; 2025Q2: 624,232 shares; 2025Q3: 555,565 shares; 2025Q4: 552,976 shares; 2026Q1: 360,854 shares; 2026Q2: 351,505 shares; 2026Q3: 437,684 shares 437,684 $104M 0.54% +86,179 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; 2024Q4: 984,559 shares; 2025Q1: 1,040,733 shares; 2025Q2: 1,044,690 shares; 2025Q3: 1,103,977 shares; 2025Q4: 1,159,605 shares; 2026Q1: 1,247,485 shares; 2026Q2: 1,244,826 shares; 2026Q3: 1,319,713 shares 1,319,713 $101M 0.52% +74,887 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; 2024Q4: 734,263 shares; 2025Q1: 729,322 shares; 2025Q2: 731,075 shares; 2025Q3: 726,414 shares; 2025Q4: 724,618 shares; 2026Q1: 723,897 shares; 2026Q2: 676,067 shares; 2026Q3: 662,565 shares 662,565 $101M 0.52% -13,502 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,061,662 shares; 2025Q1: 1,094,531 shares; 2025Q2: 1,081,448 shares; 2025Q3: 1,067,183 shares; 2025Q4: 1,061,442 shares; 2026Q1: 1,085,899 shares; 2026Q2: 1,098,548 shares; 2026Q3: 1,098,342 shares 1,098,342 $95M 0.49% -206 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,093,659 shares; 2025Q1: 1,104,056 shares; 2025Q2: 1,111,707 shares; 2025Q3: 1,086,557 shares; 2025Q4: 1,086,873 shares; 2026Q1: 905,597 shares; 2026Q2: 878,896 shares; 2026Q3: 723,565 shares 723,565 $93.9M 0.49% -155,331 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; 2024Q4: 27,503 shares; 2025Q1: 216,679 shares; 2025Q2: 219,102 shares; 2025Q3: 216,455 shares; 2025Q4: 217,089 shares; 2026Q1: 214,161 shares; 2026Q2: 211,714 shares; 2026Q3: 207,317 shares 207,317 $93.9M 0.49% -4,397 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 553,979 shares; 2025Q1: 600,494 shares; 2025Q2: 588,758 shares; 2025Q3: 585,046 shares; 2025Q4: 547,895 shares; 2026Q1: 583,032 shares; 2026Q2: 581,948 shares; 2026Q3: 729,609 shares 729,609 $92.8M 0.48% +147,661 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; 2024Q4: 1,518,627 shares; 2025Q1: 1,666,822 shares; 2025Q2: 1,432,406 shares; 2025Q3: 1,442,698 shares; 2025Q4: 1,423,923 shares; 2026Q1: 1,376,279 shares; 2026Q2: 1,361,019 shares; 2026Q3: 1,323,276 shares 1,323,276 $90.9M 0.47% -37,743 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 278,133 shares; 2025Q1: 276,133 shares; 2025Q2: 276,125 shares; 2025Q3: 271,892 shares; 2025Q4: 269,360 shares; 2026Q1: 337,041 shares; 2026Q2: 336,307 shares; 2026Q3: 328,524 shares 328,524 $90.8M 0.47% -7,783 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320,897 shares; 2025Q1: 324,360 shares; 2025Q2: 309,614 shares; 2025Q3: 298,533 shares; 2025Q4: 287,341 shares; 2026Q1: 286,065 shares; 2026Q2: 272,496 shares; 2026Q3: 266,232 shares 266,232 $90.7M 0.47% -6,264 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; 2024Q4: 108,688 shares; 2025Q1: 109,571 shares; 2025Q2: 107,797 shares; 2025Q3: 94,308 shares; 2025Q4: 97,952 shares; 2026Q1: 101,739 shares; 2026Q2: 116,941 shares; 2026Q3: 582,151 shares 582,151 $90.6M 0.47% +465,210 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,972,206 shares; 2025Q1: 1,977,677 shares; 2025Q2: 1,966,430 shares; 2025Q3: 1,948,241 shares; 2025Q4: 1,952,352 shares; 2026Q1: 1,946,387 shares; 2026Q2: 1,918,470 shares; 2026Q3: 1,908,321 shares 1,908,321 $88.9M 0.46% -10,149 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 339,898 shares; 2025Q1: 448,677 shares; 2025Q2: 448,933 shares; 2025Q3: 444,684 shares; 2025Q4: 423,069 shares; 2026Q1: 342,582 shares; 2026Q2: 293,384 shares; 2026Q3: 278,329 shares 278,329 $86.6M 0.45% -15,055 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375,898 shares; 2025Q1: 410,669 shares; 2025Q2: 487,757 shares; 2025Q3: 546,036 shares; 2025Q4: 632,175 shares; 2026Q1: 754,654 shares; 2026Q2: 901,285 shares; 2026Q3: 1,103,239 shares 1,103,239 $85.4M 0.44% +201,954 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; 2024Q4: 47,873 shares; 2025Q1: 47,863 shares; 2025Q2: 52,350 shares; 2025Q3: 52,774 shares; 2025Q4: 60,456 shares; 2026Q1: 366,479 shares; 2026Q2: 301,522 shares; 2026Q3: 301,720 shares 301,720 $84.6M 0.44% +198 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 395,889 shares; 2025Q1: 344,181 shares; 2025Q2: 311,957 shares; 2025Q3: 386,388 shares; 2025Q4: 394,415 shares; 2026Q1: 1,015,434 shares; 2026Q2: 1,087,218 shares; 2026Q3: 962,799 shares 962,799 $84.5M 0.44% -124,419 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; 2024Q4: 116,791 shares; 2025Q1: 125,402 shares; 2025Q2: 128,005 shares; 2025Q3: 132,071 shares; 2025Q4: 135,982 shares; 2026Q1: 140,862 shares; 2026Q2: 899,647 shares; 2026Q3: 932,539 shares 932,539 $84M 0.44% +32,892 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,295,569 shares; 2025Q1: 2,132,092 shares; 2025Q2: 2,111,628 shares; 2025Q3: 2,079,994 shares; 2025Q4: 2,042,341 shares; 2026Q1: 2,094,962 shares; 2026Q2: 2,001,451 shares; 2026Q3: 1,990,147 shares 1,990,147 $81.8M 0.42% -11,304 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,059 shares; 2025Q1: 2,421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618,131 shares; 2026Q1: 1,275,477 shares; 2026Q2: 1,265,697 shares; 2026Q3: 1,247,445 shares 1,247,445 $81.2M 0.42% -18,252 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; 2024Q4: 197,903 shares; 2025Q1: 206,276 shares; 2025Q2: 206,793 shares; 2025Q3: 176,386 shares; 2025Q4: 175,835 shares; 2026Q1: 167,989 shares; 2026Q2: 169,829 shares; 2026Q3: 164,920 shares 164,920 $80.6M 0.42% -4,909 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,074 shares; 2025Q1: 28,086 shares; 2025Q2: 28,480 shares; 2025Q3: 29,017 shares; 2025Q4: 409,096 shares; 2026Q1: 409,047 shares; 2026Q2: 403,479 shares; 2026Q3: 407,629 shares 407,629 $79.8M 0.41% +4,150 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,244 shares; 2025Q1: 23,931 shares; 2025Q2: 24,381 shares; 2025Q3: 25,253 shares; 2025Q4: 30,149 shares; 2026Q1: 32,770 shares; 2026Q2: 286,243 shares; 2026Q3: 285,110 shares 285,110 $78.7M 0.41% -1,133 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373,027 shares; 2025Q3: 826,791 shares; 2025Q4: 916,929 shares; 2026Q1: 1,105,098 shares; 2026Q2: 1,959,498 shares; 2026Q3: 2,483,015 shares 2,483,015 $78.1M 0.4% +523,517 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 324,690 shares; 2025Q2: 589,232 shares; 2025Q3: 841,676 shares; 2025Q4: 747,966 shares; 2026Q1: 890,132 shares; 2026Q2: 807,504 shares; 2026Q3: 376,237 shares 376,237 $78.1M 0.4% -431,267 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; 2024Q4: 241,571 shares; 2025Q1: 250,596 shares; 2025Q2: 265,372 shares; 2025Q3: 276,053 shares; 2025Q4: 294,306 shares; 2026Q1: 309,295 shares; 2026Q2: 355,438 shares; 2026Q3: 359,798 shares 359,798 $77.7M 0.4% +4,360 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; 2024Q4: 890,509 shares; 2025Q1: 963,562 shares; 2025Q2: 948,219 shares; 2025Q3: 894,313 shares; 2025Q4: 838,969 shares; 2026Q1: 912,889 shares; 2026Q2: 841,463 shares; 2026Q3: 827,823 shares 827,823 $77.5M 0.4% -13,640 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,284,553 shares; 2025Q1: 1,330,362 shares; 2025Q2: 1,356,721 shares; 2025Q3: 1,380,504 shares; 2025Q4: 1,453,519 shares; 2026Q1: 1,482,008 shares; 2026Q2: 1,474,897 shares; 2026Q3: 1,481,508 shares 1,481,508 $75.6M 0.39% +6,611 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549,408 shares; 2025Q1: 596,134 shares; 2025Q2: 666,452 shares; 2025Q3: 567,312 shares; 2025Q4: 619,650 shares; 2026Q1: 722,893 shares; 2026Q2: 889,118 shares; 2026Q3: 1,054,847 shares 1,054,847 $75.6M 0.39% +165,729 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; 2024Q4: 376,713 shares; 2025Q1: 377,996 shares; 2025Q2: 377,825 shares; 2025Q3: 375,393 shares; 2025Q4: 371,800 shares; 2026Q1: 371,276 shares; 2026Q2: 363,948 shares; 2026Q3: 358,147 shares 358,147 $75.3M 0.39% -5,801 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; 2024Q4: 90,800 shares; 2025Q1: 94,280 shares; 2025Q2: 101,940 shares; 2025Q3: 103,622 shares; 2025Q4: 985,720 shares; 2026Q1: 1,307,008 shares; 2026Q2: 1,286,042 shares; 2026Q3: 1,360,276 shares 1,360,276 $74.9M 0.39% +74,234 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; 2024Q4: 6,745 shares; 2025Q1: 7,063 shares; 2025Q2: 38,400 shares; 2025Q3: 47,886 shares; 2025Q4: 46,851 shares; 2026Q1: 56,256 shares; 2026Q2: 890,699 shares; 2026Q3: 873,807 shares 873,807 $73.4M 0.38% -16,892 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; 2024Q4: 725,723 shares; 2025Q1: 756,615 shares; 2025Q2: 776,368 shares; 2025Q3: 810,448 shares; 2025Q4: 818,555 shares; 2026Q1: 843,308 shares; 2026Q2: 901,572 shares; 2026Q3: 934,536 shares 934,536 $72.2M 0.37% +32,964 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; 2024Q4: 1,125,641 shares; 2025Q1: 1,127,136 shares; 2025Q2: 1,120,935 shares; 2025Q3: 1,110,376 shares; 2025Q4: 1,137,691 shares; 2026Q1: 913,085 shares; 2026Q2: 901,929 shares; 2026Q3: 895,341 shares 895,341 $71.8M 0.37% -6,588 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; 2024Q4: 259,786 shares; 2025Q1: 264,342 shares; 2025Q2: 263,680 shares; 2025Q3: 259,491 shares; 2025Q4: 252,150 shares; 2026Q1: 250,303 shares; 2026Q2: 241,932 shares; 2026Q3: 235,948 shares 235,948 $67.2M 0.35% -5,984 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,094,897 shares; 2025Q1: 1,129,430 shares; 2025Q2: 1,170,660 shares; 2025Q3: 1,254,149 shares; 2025Q4: 1,256,018 shares; 2026Q1: 1,265,991 shares; 2026Q2: 1,307,935 shares; 2026Q3: 1,331,866 shares 1,331,866 $67.1M 0.35% +23,931 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; 2024Q4: 81,883 shares; 2025Q1: 81,456 shares; 2025Q2: 1,132,357 shares; 2025Q3: 1,018,852 shares; 2025Q4: 994,342 shares; 2026Q1: 840,428 shares; 2026Q2: 819,755 shares; 2026Q3: 781,264 shares 781,264 $66.9M 0.35% -38,491 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,447 shares; 2025Q1: 9,719 shares; 2025Q2: not reported; 2025Q3: 235,038 shares; 2025Q4: 231,830 shares; 2026Q1: 145,740 shares; 2026Q2: 144,171 shares; 2026Q3: 103,114 shares 103,114 $66.5M 0.34% -41,057 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 696,028 shares; 2025Q1: 700,774 shares; 2025Q2: 703,078 shares; 2025Q3: 693,783 shares; 2025Q4: 667,796 shares; 2026Q1: 645,918 shares; 2026Q2: 652,616 shares; 2026Q3: 628,624 shares 628,624 $63.6M 0.33% -23,992 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; 2024Q4: 378,894 shares; 2025Q1: 273,489 shares; 2025Q2: 270,607 shares; 2025Q3: 593,747 shares; 2025Q4: 758,440 shares; 2026Q1: 779,549 shares; 2026Q2: 823,014 shares; 2026Q3: 341,083 shares 341,083 $62M 0.32% -481,931 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; 2024Q4: 444,424 shares; 2025Q1: 502,588 shares; 2025Q2: 478,113 shares; 2025Q3: 472,315 shares; 2025Q4: 446,532 shares; 2026Q1: 467,402 shares; 2026Q2: 494,235 shares; 2026Q3: 486,329 shares 486,329 $61.3M 0.32% -7,906 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; 2024Q4: 687,350 shares; 2025Q1: 743,480 shares; 2025Q2: 870,012 shares; 2025Q3: 736,780 shares; 2025Q4: 785,590 shares; 2026Q1: 868,384 shares; 2026Q2: 986,910 shares; 2026Q3: 1,151,233 shares 1,151,233 $60.9M 0.32% +164,323 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; 2024Q4: 582,602 shares; 2025Q1: 611,291 shares; 2025Q2: 663,734 shares; 2025Q3: 631,679 shares; 2025Q4: 668,911 shares; 2026Q1: 765,278 shares; 2026Q2: 884,056 shares; 2026Q3: 1,025,897 shares 1,025,897 $60.8M 0.31% +141,841 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271,579 shares; 2025Q1: 263,123 shares; 2025Q2: 256,879 shares; 2025Q3: 241,565 shares; 2025Q4: 236,687 shares; 2026Q1: 236,807 shares; 2026Q2: 251,548 shares; 2026Q3: 2,141,298 shares 2,141,298 $60.4M 0.31% +1,889,750 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,177 shares; 2025Q1: 9,394 shares; 2025Q2: 9,869 shares; 2025Q3: 253,234 shares; 2025Q4: 248,166 shares; 2026Q1: 333,817 shares; 2026Q2: 431,792 shares; 2026Q3: 346,076 shares 346,076 $60.1M 0.31% -85,716 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,085 shares; 2025Q1: 48,187 shares; 2025Q2: 47,717 shares; 2025Q3: 38,107 shares; 2025Q4: 37,414 shares; 2026Q1: 49,617 shares; 2026Q2: 2,774,855 shares; 2026Q3: 3,779,487 shares 3,779,487 $59.7M 0.31% +1,004,632 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 914,447 shares; 2025Q1: 912,759 shares; 2025Q2: 916,242 shares; 2025Q3: 1,011,536 shares; 2025Q4: 965,762 shares; 2026Q1: 674,417 shares; 2026Q2: 797,757 shares; 2026Q3: 895,209 shares 895,209 $59M 0.31% +97,452 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; 2024Q4: 227,105 shares; 2025Q1: 235,503 shares; 2025Q2: 256,112 shares; 2025Q3: 269,703 shares; 2025Q4: 297,403 shares; 2026Q1: 335,331 shares; 2026Q2: 352,667 shares; 2026Q3: 379,370 shares 379,370 $58.9M 0.3% +26,703 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,256,305 shares; 2025Q1: 1,095,808 shares; 2025Q2: 1,095,056 shares; 2025Q3: 1,006,685 shares; 2025Q4: 938,700 shares; 2026Q1: 841,132 shares; 2026Q2: 522,646 shares; 2026Q3: 494,485 shares 494,485 $57.1M 0.3% -28,161 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,184,644 shares; 2025Q4: 4,456,206 shares; 2026Q1: 4,684,670 shares; 2026Q2: 4,041,122 shares; 2026Q3: 3,901,197 shares 3,901,197 $54.5M 0.28% -139,925 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; 2024Q4: 148,983 shares; 2025Q1: 150,341 shares; 2025Q2: 150,745 shares; 2025Q3: 132,769 shares; 2025Q4: 252,991 shares; 2026Q1: 262,523 shares; 2026Q2: 276,107 shares; 2026Q3: 277,918 shares 277,918 $54.4M 0.28% +1,811 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 266,736 shares; 2025Q1: 473,047 shares; 2025Q2: 433,824 shares; 2025Q3: 370,853 shares; 2025Q4: 387,082 shares; 2026Q1: 292,442 shares; 2026Q2: 218,307 shares; 2026Q3: 252,879 shares 252,879 $52.3M 0.27% +34,572 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,475 shares; 2026Q1: 2,540,152 shares; 2026Q2: 2,613,368 shares; 2026Q3: 2,686,375 shares 2,686,375 $49.6M 0.26% +73,007 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,452 shares; 2025Q1: 19,932 shares; 2025Q2: 18,863 shares; 2025Q3: 18,619 shares; 2025Q4: 60,771 shares; 2026Q1: 2,483,305 shares; 2026Q2: 2,595,924 shares; 2026Q3: 2,559,313 shares 2,559,313 $49.1M 0.25% -36,611 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; 2024Q4: 33,211 shares; 2025Q1: 33,272 shares; 2025Q2: 32,058 shares; 2025Q3: 34,138 shares; 2025Q4: 37,891 shares; 2026Q1: 39,713 shares; 2026Q2: 40,627 shares; 2026Q3: 40,202 shares 40,202 $46.6M 0.24% -425 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,699 shares; 2026Q2: 197,016 shares; 2026Q3: 260,391 shares 260,391 $46.5M 0.24% +63,375 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,331 shares; 2025Q1: 15,531 shares; 2025Q2: 13,381 shares; 2025Q3: 12,639 shares; 2025Q4: 13,679 shares; 2026Q1: 14,021 shares; 2026Q2: 13,744 shares; 2026Q3: 533,117 shares 533,117 $46.2M 0.24% +519,373 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,013 shares; 2025Q1: 186,321 shares; 2025Q2: 191,289 shares; 2025Q3: 187,960 shares; 2025Q4: 182,415 shares; 2026Q1: 181,158 shares; 2026Q2: 191,426 shares; 2026Q3: 174,968 shares 174,968 $45.8M 0.24% -16,458 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 876,247 shares; 2025Q1: 967,262 shares; 2025Q2: 1,011,392 shares; 2025Q3: 1,163,151 shares; 2025Q4: 1,343,014 shares; 2026Q1: 1,504,342 shares; 2026Q2: 1,637,058 shares; 2026Q3: 1,878,992 shares 1,878,992 $44.5M 0.23% +241,934 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,118,811 shares; 2025Q1: 3,242,374 shares; 2025Q2: 3,239,223 shares; 2025Q3: 3,108,402 shares; 2025Q4: 3,456,735 shares; 2026Q1: 2,817,654 shares; 2026Q2: 2,760,504 shares; 2026Q3: 2,189,614 shares 2,189,614 $41.6M 0.22% -570,890 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,358,782 shares; 2025Q1: 1,098,078 shares; 2025Q2: 1,098,102 shares; 2025Q3: 402,836 shares; 2025Q4: 411,031 shares; 2026Q1: 394,014 shares; 2026Q2: 391,955 shares; 2026Q3: 394,026 shares 394,026 $40.9M 0.21% +2,071 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,117,718 shares; 2025Q1: 1,452,088 shares; 2025Q2: 1,507,911 shares; 2025Q3: 1,636,548 shares; 2025Q4: 1,731,025 shares; 2026Q1: 1,493,451 shares; 2026Q2: 1,644,809 shares; 2026Q3: 1,645,605 shares 1,645,605 $39.3M 0.2% +796 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298,805 shares; 2026Q2: 369,328 shares; 2026Q3: 420,863 shares 420,863 $39M 0.2% +51,535 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; 2024Q4: 191,084 shares; 2025Q1: 185,085 shares; 2025Q2: 181,700 shares; 2025Q3: 182,989 shares; 2025Q4: 178,309 shares; 2026Q1: 171,881 shares; 2026Q2: 178,048 shares; 2026Q3: 173,361 shares 173,361 $38.1M 0.2% -4,687 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; 2024Q4: 83,399 shares; 2025Q1: 83,353 shares; 2025Q2: 79,926 shares; 2025Q3: 80,106 shares; 2025Q4: 78,291 shares; 2026Q1: 82,159 shares; 2026Q2: 81,362 shares; 2026Q3: 83,533 shares 83,533 $38.1M 0.2% +2,171 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 579,083 shares; 2025Q1: 592,695 shares; 2025Q2: 555,269 shares; 2025Q3: 551,628 shares; 2025Q4: 373,511 shares; 2026Q1: 396,854 shares; 2026Q2: 384,745 shares; 2026Q3: 256,201 shares 256,201 $37.1M 0.19% -128,544 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 515,828 shares; 2025Q1: 511,533 shares; 2025Q2: 517,454 shares; 2025Q3: 407,221 shares; 2025Q4: 365,560 shares; 2026Q1: 390,532 shares; 2026Q2: 416,867 shares; 2026Q3: 733,512 shares 733,512 $36.5M 0.19% +316,645 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 485,462 shares; 2025Q1: 515,130 shares; 2025Q2: 540,980 shares; 2025Q3: 1,074,322 shares; 2025Q4: 1,184,862 shares; 2026Q1: 1,362,366 shares; 2026Q2: 1,293,105 shares; 2026Q3: 1,474,733 shares 1,474,733 $35.8M 0.19% +181,628 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; 2024Q4: 866,070 shares; 2025Q1: 1,025,451 shares; 2025Q2: 258,440 shares; 2025Q3: 250,784 shares; 2025Q4: 260,987 shares; 2026Q1: 269,725 shares; 2026Q2: 271,897 shares; 2026Q3: 245,031 shares 245,031 $35.6M 0.18% -26,866 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,700 shares; 2025Q4: 50,700 shares; 2026Q1: 50,700 shares; 2026Q2: 1,688,760 shares; 2026Q3: 3,137,152 shares 3,137,152 $35.4M 0.18% +1,448,392 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; 2024Q4: 271,209 shares; 2025Q1: 51,658 shares; 2025Q2: 39,484 shares; 2025Q3: 31,112 shares; 2025Q4: 33,172 shares; 2026Q1: 36,499 shares; 2026Q2: 33,300 shares; 2026Q3: 32,830 shares 32,830 $35M 0.18% -470 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,055 shares; 2025Q1: 46,070 shares; 2025Q2: 46,144 shares; 2025Q3: 45,901 shares; 2025Q4: 44,778 shares; 2026Q1: 44,516 shares; 2026Q2: 43,321 shares; 2026Q3: 42,857 shares 42,857 $34.7M 0.18% -464 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367,854 shares; 2025Q1: 411,929 shares; 2025Q2: 345,571 shares; 2025Q3: 397,712 shares; 2025Q4: 459,584 shares; 2026Q1: 530,394 shares; 2026Q2: 728,519 shares; 2026Q3: 839,730 shares 839,730 $33.7M 0.17% +111,211 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; 2024Q4: 206,926 shares; 2025Q1: 185,706 shares; 2025Q2: 202,247 shares; 2025Q3: 286,976 shares; 2025Q4: 297,113 shares; 2026Q1: 320,974 shares; 2026Q2: 366,231 shares; 2026Q3: 372,838 shares 372,838 $30.9M 0.16% +6,607 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421,469 shares; 2026Q2: 424,183 shares; 2026Q3: 423,779 shares 423,779 $30.9M 0.16% -404 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; 2024Q4: 657,031 shares; 2025Q1: 648,135 shares; 2025Q2: 646,413 shares; 2025Q3: 648,597 shares; 2025Q4: 590,019 shares; 2026Q1: 608,098 shares; 2026Q2: 635,837 shares; 2026Q3: 666,024 shares 666,024 $30.6M 0.16% +30,187 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; 2024Q4: 411,828 shares; 2025Q1: 411,045 shares; 2025Q2: 396,297 shares; 2025Q3: 394,790 shares; 2025Q4: 393,172 shares; 2026Q1: 384,348 shares; 2026Q2: 355,412 shares; 2026Q3: 352,011 shares 352,011 $30.3M 0.16% -3,401 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; 2024Q4: 314,671 shares; 2025Q1: 337,638 shares; 2025Q2: 390,727 shares; 2025Q3: 421,087 shares; 2025Q4: 450,908 shares; 2026Q1: 468,740 shares; 2026Q2: 516,205 shares; 2026Q3: 535,255 shares 535,255 $30.1M 0.16% +19,050 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; 2024Q4: 307,568 shares; 2025Q1: 352,673 shares; 2025Q2: 380,279 shares; 2025Q3: 443,697 shares; 2025Q4: 464,503 shares; 2026Q1: 505,438 shares; 2026Q2: 600,338 shares; 2026Q3: 630,124 shares 630,124 $29.9M 0.15% +29,786 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; 2024Q4: 72,603 shares; 2025Q1: 77,096 shares; 2025Q2: 78,972 shares; 2025Q3: 78,937 shares; 2025Q4: 90,823 shares; 2026Q1: 120,428 shares; 2026Q2: 143,601 shares; 2026Q3: 142,079 shares 142,079 $29.6M 0.15% -1,522 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; 2024Q4: 37,003 shares; 2025Q1: 37,182 shares; 2025Q2: 42,750 shares; 2025Q3: 46,683 shares; 2025Q4: 49,400 shares; 2026Q1: 66,048 shares; 2026Q2: 65,430 shares; 2026Q3: 66,769 shares 66,769 $28.7M 0.15% +1,339 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 135,076 shares 135,076 $28.6M 0.15% new 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; 2024Q4: 232,041 shares; 2025Q1: 191,924 shares; 2025Q2: 176,669 shares; 2025Q3: 142,601 shares; 2025Q4: 141,747 shares; 2026Q1: 141,144 shares; 2026Q2: 943,947 shares; 2026Q3: 1,205,228 shares 1,205,228 $28.4M 0.15% +261,281 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 444,691 shares; 2025Q1: 558,451 shares; 2025Q2: 724,801 shares; 2025Q3: 826,434 shares; 2025Q4: 760,660 shares; 2026Q1: 784,472 shares; 2026Q2: 785,936 shares; 2026Q3: 735,385 shares 735,385 $27.9M 0.14% -50,551 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; 2024Q4: 211,252 shares; 2025Q1: 215,545 shares; 2025Q2: 215,047 shares; 2025Q3: 217,425 shares; 2025Q4: 226,094 shares; 2026Q1: 232,880 shares; 2026Q2: 229,280 shares; 2026Q3: 230,839 shares 230,839 $26.3M 0.14% +1,559 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; 2024Q4: 53,358 shares; 2025Q1: 64,852 shares; 2025Q2: 69,786 shares; 2025Q3: 69,967 shares; 2025Q4: 70,996 shares; 2026Q1: 88,338 shares; 2026Q2: 85,054 shares; 2026Q3: 83,667 shares 83,667 $25.4M 0.13% -1,387 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; 2024Q4: 39,607 shares; 2025Q1: 37,071 shares; 2025Q2: 32,689 shares; 2025Q3: 31,969 shares; 2025Q4: 35,382 shares; 2026Q1: 28,946 shares; 2026Q2: 30,703 shares; 2026Q3: 32,288 shares 32,288 $24.6M 0.13% +1,585 Timeline JAVA 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; 2024Q4: 37,081 shares; 2025Q1: 82,921 shares; 2025Q2: 88,564 shares; 2025Q3: 101,668 shares; 2025Q4: 119,139 shares; 2026Q1: 135,907 shares; 2026Q2: 240,777 shares; 2026Q3: 306,668 shares 306,668 $24.4M 0.13% +65,891 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; 2024Q4: 73,288 shares; 2025Q1: 82,667 shares; 2025Q2: 197,689 shares; 2025Q3: 246,794 shares; 2025Q4: 362,800 shares; 2026Q1: 361,828 shares; 2026Q2: 445,308 shares; 2026Q3: 495,866 shares 495,866 $24.2M 0.13% +50,558 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289,898 shares; 2025Q1: 184,365 shares; 2025Q2: 176,766 shares; 2025Q3: 174,208 shares; 2025Q4: 126,860 shares; 2026Q1: 129,139 shares; 2026Q2: 122,914 shares; 2026Q3: 116,065 shares 116,065 $23.9M 0.12% -6,849 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; 2024Q4: 148,946 shares; 2025Q1: 152,226 shares; 2025Q2: 146,521 shares; 2025Q3: 136,901 shares; 2025Q4: 116,644 shares; 2026Q1: 120,708 shares; 2026Q2: 126,203 shares; 2026Q3: 141,053 shares 141,053 $23.8M 0.12% +14,850 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155,000 shares; 2025Q1: 188,613 shares; 2025Q2: 203,308 shares; 2025Q3: 263,943 shares; 2025Q4: 249,218 shares; 2026Q1: 199,506 shares; 2026Q2: 179,522 shares; 2026Q3: 179,262 shares 179,262 $23.7M 0.12% -260 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,879 shares; 2025Q1: 70,846 shares; 2025Q2: 71,436 shares; 2025Q3: 39,589 shares; 2025Q4: 36,359 shares; 2026Q1: 40,820 shares; 2026Q2: 40,855 shares; 2026Q3: 26,279 shares 26,279 $23.6M 0.12% -14,576 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 264,762 shares; 2025Q1: 272,352 shares; 2025Q2: 289,338 shares; 2025Q3: 297,129 shares; 2025Q4: 302,641 shares; 2026Q1: 308,135 shares; 2026Q2: 309,991 shares; 2026Q3: 308,095 shares 308,095 $23.2M 0.12% -1,896 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; 2024Q4: 152,270 shares; 2025Q1: 161,626 shares; 2025Q2: 168,060 shares; 2025Q3: 166,848 shares; 2025Q4: 162,343 shares; 2026Q1: 171,153 shares; 2026Q2: 174,971 shares; 2026Q3: 157,610 shares 157,610 $22.9M 0.12% -17,361 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; 2024Q4: 404,439 shares; 2025Q1: 408,900 shares; 2025Q2: 402,752 shares; 2025Q3: 393,853 shares; 2025Q4: 403,217 shares; 2026Q1: 398,348 shares; 2026Q2: 374,756 shares; 2026Q3: 366,493 shares 366,493 $22.2M 0.11% -8,263 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,217 shares; 2025Q1: 50,746 shares; 2025Q2: 51,641 shares; 2025Q3: 54,984 shares; 2025Q4: 60,843 shares; 2026Q1: 62,793 shares; 2026Q2: 261,731 shares; 2026Q3: 455,030 shares 455,030 $22.1M 0.11% +193,299 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,637 shares; 2025Q1: 110,521 shares; 2025Q2: 113,083 shares; 2025Q3: 110,282 shares; 2025Q4: 113,151 shares; 2026Q1: 113,709 shares; 2026Q2: 115,565 shares; 2026Q3: 118,234 shares 118,234 $22M 0.11% +2,669 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; 2024Q4: 380,739 shares; 2025Q1: 392,543 shares; 2025Q2: 383,186 shares; 2025Q3: 384,784 shares; 2025Q4: 409,332 shares; 2026Q1: 403,524 shares; 2026Q2: 406,797 shares; 2026Q3: 397,648 shares 397,648 $21.6M 0.11% -9,149 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; 2024Q4: 124,053 shares; 2025Q1: 116,625 shares; 2025Q2: 168,062 shares; 2025Q3: 161,672 shares; 2025Q4: 163,461 shares; 2026Q1: 168,647 shares; 2026Q2: 153,066 shares; 2026Q3: 191,810 shares 191,810 $21.3M 0.11% +38,744 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; 2024Q4: 327,018 shares; 2025Q1: 361,781 shares; 2025Q2: 556,558 shares; 2025Q3: 589,048 shares; 2025Q4: 627,914 shares; 2026Q1: 648,939 shares; 2026Q2: 636,665 shares; 2026Q3: 648,207 shares 648,207 $21.1M 0.11% +11,542 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,937 shares; 2025Q1: 76,427 shares; 2025Q2: 81,553 shares; 2025Q3: 84,413 shares; 2025Q4: 85,383 shares; 2026Q1: 87,316 shares; 2026Q2: 107,297 shares; 2026Q3: 107,230 shares 107,230 $21M 0.11% -67 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,223 shares; 2025Q1: 64,279 shares; 2025Q2: 65,823 shares; 2025Q3: 65,364 shares; 2025Q4: 63,667 shares; 2026Q1: 58,226 shares; 2026Q2: 57,790 shares; 2026Q3: 49,635 shares 49,635 $20.9M 0.11% -8,155 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; 2024Q4: 491,216 shares; 2025Q1: 483,422 shares; 2025Q2: 480,818 shares; 2025Q3: 500,071 shares; 2025Q4: 511,560 shares; 2026Q1: 516,219 shares; 2026Q2: 481,587 shares; 2026Q3: 443,692 shares 443,692 $20.5M 0.11% -37,895 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,901 shares; 2025Q1: 64,466 shares; 2025Q2: 70,966 shares; 2025Q3: 84,366 shares; 2025Q4: 93,269 shares; 2026Q1: 103,563 shares; 2026Q2: 122,671 shares; 2026Q3: 132,162 shares 132,162 $20.1M 0.1% +9,491 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 397,733 shares; 2025Q1: 417,035 shares; 2025Q2: 422,919 shares; 2025Q3: 422,713 shares; 2025Q4: 567,866 shares; 2026Q1: 507,350 shares; 2026Q2: 467,280 shares; 2026Q3: 455,570 shares 455,570 $19.8M 0.1% -11,710 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 535,962 shares; 2025Q1: 535,732 shares; 2025Q2: 541,899 shares; 2025Q3: 541,736 shares; 2025Q4: 425,276 shares; 2026Q1: 315,101 shares; 2026Q2: 273,257 shares; 2026Q3: 233,343 shares 233,343 $19.7M 0.1% -39,914 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; 2024Q4: 420,861 shares; 2025Q1: 418,772 shares; 2025Q2: 327,817 shares; 2025Q3: 331,758 shares; 2025Q4: 427,295 shares; 2026Q1: 467,398 shares; 2026Q2: 471,169 shares; 2026Q3: 367,719 shares 367,719 $19.6M 0.1% -103,450 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231,891 shares; 2025Q1: 231,912 shares; 2025Q2: 232,026 shares; 2025Q3: 229,493 shares; 2025Q4: 231,054 shares; 2026Q1: 223,539 shares; 2026Q2: 212,240 shares; 2026Q3: 205,276 shares 205,276 $19.5M 0.1% -6,964 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,428 shares; 2025Q1: 126,062 shares; 2025Q2: 139,649 shares; 2025Q3: 157,564 shares; 2025Q4: 182,755 shares; 2026Q1: 204,525 shares; 2026Q2: 325,351 shares; 2026Q3: 375,075 shares 375,075 $19.2M 0.1% +49,724 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 836,352 shares; 2025Q1: 956,642 shares; 2025Q2: 865,064 shares; 2025Q3: 340,421 shares; 2025Q4: 135,175 shares; 2026Q1: 138,911 shares; 2026Q2: 139,325 shares; 2026Q3: 139,869 shares 139,869 $19.2M 0.1% +544 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 7,123,000 shares; 2025Q4: 5,904,750 shares; 2026Q1: 3,798,462 shares; 2026Q2: 7,175,200 shares; 2026Q3: 7,404,102 shares 7,404,102 $19.2M 0.1% +228,902 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166,490 shares; 2026Q1: 196,490 shares; 2026Q2: 196,495 shares; 2026Q3: 196,495 shares 196,495 $19.1M 0.1% 0 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; 2024Q4: 22,468 shares; 2025Q1: 21,608 shares; 2025Q2: 23,142 shares; 2025Q3: 23,001 shares; 2025Q4: 22,404 shares; 2026Q1: 20,941 shares; 2026Q2: 23,553 shares; 2026Q3: 25,107 shares 25,107 $18.6M 0.1% +1,554 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,118 shares; 2025Q4: 477,658 shares; 2026Q1: 318,316 shares; 2026Q2: 318,417 shares; 2026Q3: 298,295 shares 298,295 $18.1M 0.09% -20,122 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,489 shares; 2025Q1: 48,584 shares; 2025Q2: 51,269 shares; 2025Q3: 49,519 shares; 2025Q4: 47,544 shares; 2026Q1: 45,529 shares; 2026Q2: 202,879 shares; 2026Q3: 341,697 shares 341,697 $18.1M 0.09% +138,818 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,159 shares; 2025Q1: 37,530 shares; 2025Q2: 38,437 shares; 2025Q3: 38,343 shares; 2025Q4: 38,704 shares; 2026Q1: 38,092 shares; 2026Q2: 36,406 shares; 2026Q3: 34,735 shares 34,735 $17.9M 0.09% -1,671 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; 2024Q4: 264,745 shares; 2025Q1: 303,469 shares; 2025Q2: 290,241 shares; 2025Q3: 212,211 shares; 2025Q4: 198,886 shares; 2026Q1: 181,715 shares; 2026Q2: 192,181 shares; 2026Q3: 182,959 shares 182,959 $17.9M 0.09% -9,222 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; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $17.9M 0.09% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,336 shares; 2025Q1: 68,235 shares; 2025Q2: 60,386 shares; 2025Q3: 67,666 shares; 2025Q4: 170,856 shares; 2026Q1: 295,103 shares; 2026Q2: 330,609 shares; 2026Q3: 357,670 shares 357,670 $17.7M 0.09% +27,061 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261,243 shares; 2026Q2: 301,309 shares; 2026Q3: 256,585 shares 256,585 $17.5M 0.09% -44,724 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,593 shares; 2025Q1: 112,821 shares; 2025Q2: 113,873 shares; 2025Q3: 103,427 shares; 2025Q4: 103,790 shares; 2026Q1: 91,933 shares; 2026Q2: 91,965 shares; 2026Q3: 93,752 shares 93,752 $17.4M 0.09% +1,787 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 123,888 shares; 2025Q2: 142,952 shares; 2025Q3: 188,655 shares; 2025Q4: 226,394 shares; 2026Q1: 448,081 shares; 2026Q2: 507,254 shares; 2026Q3: 635,400 shares 635,400 $17.3M 0.09% +128,146 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; 2024Q4: 37,990 shares; 2025Q1: 33,078 shares; 2025Q2: 48,592 shares; 2025Q3: 45,455 shares; 2025Q4: 38,640 shares; 2026Q1: 36,196 shares; 2026Q2: 32,935 shares; 2026Q3: 33,730 shares 33,730 $17.3M 0.09% +795 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; 2024Q4: 43,218 shares; 2025Q1: 40,187 shares; 2025Q2: 29,735 shares; 2025Q3: 28,906 shares; 2025Q4: 26,043 shares; 2026Q1: 27,951 shares; 2026Q2: 377,912 shares; 2026Q3: 368,990 shares 368,990 $17M 0.09% -8,922 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,619 shares; 2025Q1: 117,227 shares; 2025Q2: 122,493 shares; 2025Q3: 128,152 shares; 2025Q4: 147,945 shares; 2026Q1: 164,009 shares; 2026Q2: 195,511 shares; 2026Q3: 213,154 shares 213,154 $16.7M 0.09% +17,643 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,022 shares; 2025Q1: 26,906 shares; 2025Q2: 38,950 shares; 2025Q3: 36,648 shares; 2025Q4: 35,363 shares; 2026Q1: 29,057 shares; 2026Q2: 26,944 shares; 2026Q3: 24,725 shares 24,725 $16.6M 0.09% -2,219 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,155 shares; 2025Q1: 59,885 shares; 2025Q2: 68,379 shares; 2025Q3: 66,337 shares; 2025Q4: 64,098 shares; 2026Q1: 78,780 shares; 2026Q2: 95,052 shares; 2026Q3: 195,287 shares 195,287 $16.5M 0.09% +100,235 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 595,236 shares; 2025Q2: 913,086 shares; 2025Q3: 604,654 shares; 2025Q4: 333,235 shares; 2026Q1: 238,863 shares; 2026Q2: 229,998 shares; 2026Q3: 207,250 shares 207,250 $16.3M 0.08% -22,748 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; 2024Q4: 87,191 shares; 2025Q1: 69,845 shares; 2025Q2: 51,316 shares; 2025Q3: 54,691 shares; 2025Q4: 46,042 shares; 2026Q1: 74,977 shares; 2026Q2: 182,435 shares; 2026Q3: 224,409 shares 224,409 $15.8M 0.08% +41,974 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; 2024Q4: 193,021 shares; 2025Q1: 197,959 shares; 2025Q2: 198,344 shares; 2025Q3: 199,322 shares; 2025Q4: 193,478 shares; 2026Q1: 242,427 shares; 2026Q2: 242,419 shares; 2026Q3: 273,223 shares 273,223 $15.8M 0.08% +30,804 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,843 shares; 2025Q1: 148,122 shares; 2025Q2: 149,918 shares; 2025Q3: 157,152 shares; 2025Q4: 167,502 shares; 2026Q1: 187,400 shares; 2026Q2: 205,667 shares; 2026Q3: 215,699 shares 215,699 $15.7M 0.08% +10,032 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,516 shares; 2025Q1: 14,176 shares; 2025Q2: 15,335 shares; 2025Q3: 15,763 shares; 2025Q4: 186,410 shares; 2026Q1: 188,229 shares; 2026Q2: 222,700 shares; 2026Q3: 225,866 shares 225,866 $15.7M 0.08% +3,166 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; 2024Q4: 68,431 shares; 2025Q1: 68,486 shares; 2025Q2: 71,633 shares; 2025Q3: 72,757 shares; 2025Q4: 76,830 shares; 2026Q1: 75,698 shares; 2026Q2: 79,365 shares; 2026Q3: 81,329 shares 81,329 $15.7M 0.08% +1,964 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; 2024Q4: 76,623 shares; 2025Q1: 75,163 shares; 2025Q2: 89,130 shares; 2025Q3: 89,600 shares; 2025Q4: 88,135 shares; 2026Q1: 88,712 shares; 2026Q2: 91,022 shares; 2026Q3: 83,299 shares 83,299 $15.6M 0.08% -7,723 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,726 shares; 2025Q1: 72,273 shares; 2025Q2: 75,410 shares; 2025Q3: 79,658 shares; 2025Q4: 103,820 shares; 2026Q1: 108,403 shares; 2026Q2: 111,038 shares; 2026Q3: 114,160 shares 114,160 $15.5M 0.08% +3,122 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,534,043 shares; 2025Q1: 1,911,941 shares; 2025Q2: 1,921,094 shares; 2025Q3: 1,852,280 shares; 2025Q4: 1,596,675 shares; 2026Q1: 1,014,697 shares; 2026Q2: 714,991 shares; 2026Q3: 688,200 shares 688,200 $15.5M 0.08% -26,791 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 731,712 shares; 2025Q1: 788,286 shares; 2025Q2: 800,601 shares; 2025Q3: 801,183 shares; 2025Q4: 755,729 shares; 2026Q1: 290,931 shares; 2026Q2: 220,916 shares; 2026Q3: 298,718 shares 298,718 $15.3M 0.08% +77,802 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,787 shares; 2025Q1: 118,988 shares; 2025Q2: 142,876 shares; 2025Q3: 143,277 shares; 2025Q4: 136,551 shares; 2026Q1: 126,452 shares; 2026Q2: 124,393 shares; 2026Q3: 143,210 shares 143,210 $15.2M 0.08% +18,817 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; 2024Q4: 289,820 shares; 2025Q1: 313,424 shares; 2025Q2: 206,838 shares; 2025Q3: 205,854 shares; 2025Q4: 226,032 shares; 2026Q1: 224,251 shares; 2026Q2: 222,848 shares; 2026Q3: 224,858 shares 224,858 $15.1M 0.08% +2,010 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,576 shares; 2025Q1: 1,699 shares; 2025Q2: 1,442 shares; 2025Q3: 1,463 shares; 2025Q4: 1,190 shares; 2026Q1: 1,673 shares; 2026Q2: 82,397 shares; 2026Q3: 92,731 shares 92,731 $15.1M 0.08% +10,334 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,620 shares; 2025Q1: 47,341 shares; 2025Q2: 47,405 shares; 2025Q3: 48,314 shares; 2025Q4: 48,638 shares; 2026Q1: 49,300 shares; 2026Q2: 50,431 shares; 2026Q3: 42,331 shares 42,331 $15M 0.08% -8,100 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; 2024Q4: 177,557 shares; 2025Q1: 174,168 shares; 2025Q2: 175,999 shares; 2025Q3: 164,190 shares; 2025Q4: 159,486 shares; 2026Q1: 154,967 shares; 2026Q2: 152,293 shares; 2026Q3: 141,088 shares 141,088 $14.8M 0.08% -11,205 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,748 shares; 2025Q1: 60,023 shares; 2025Q2: 119,647 shares; 2025Q3: 138,875 shares; 2025Q4: 147,073 shares; 2026Q1: 151,193 shares; 2026Q2: 158,414 shares; 2026Q3: 164,392 shares 164,392 $14.8M 0.08% +5,978 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 232,234 shares; 2025Q1: 202,506 shares; 2025Q2: 182,666 shares; 2025Q3: 169,613 shares; 2025Q4: 164,189 shares; 2026Q1: 144,328 shares; 2026Q2: 140,567 shares; 2026Q3: 139,310 shares 139,310 $14.7M 0.08% -1,257 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,421 shares; 2025Q1: 18,201 shares; 2025Q2: 17,352 shares; 2025Q3: 17,272 shares; 2025Q4: 17,147 shares; 2026Q1: 17,476 shares; 2026Q2: 19,846 shares; 2026Q3: 19,212 shares 19,212 $14.7M 0.08% -634 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 326,172 shares; 2025Q1: 378,669 shares; 2025Q2: 408,464 shares; 2025Q3: 429,101 shares; 2025Q4: 438,790 shares; 2026Q1: 445,153 shares; 2026Q2: 446,366 shares; 2026Q3: 492,768 shares 492,768 $14.1M 0.07% +46,402 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,583 shares; 2025Q1: 165,944 shares; 2025Q2: 154,272 shares; 2025Q3: 160,957 shares; 2025Q4: 167,510 shares; 2026Q1: 168,449 shares; 2026Q2: 190,748 shares; 2026Q3: 194,909 shares 194,909 $14M 0.07% +4,161 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; 2024Q4: 44,660 shares; 2025Q1: 45,496 shares; 2025Q2: 42,571 shares; 2025Q3: 41,929 shares; 2025Q4: 40,238 shares; 2026Q1: 34,353 shares; 2026Q2: 34,221 shares; 2026Q3: 36,420 shares 36,420 $13.9M 0.07% +2,199 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,009 shares; 2025Q1: 5,056 shares; 2025Q2: 5,120 shares; 2025Q3: 5,142 shares; 2025Q4: 5,187 shares; 2026Q1: 5,529 shares; 2026Q2: 6,748 shares; 2026Q3: 7,956 shares 7,956 $13.8M 0.07% +1,208 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; 2024Q4: 30,177 shares; 2025Q1: 30,233 shares; 2025Q2: 32,103 shares; 2025Q3: 33,338 shares; 2025Q4: 35,619 shares; 2026Q1: 44,048 shares; 2026Q2: 45,432 shares; 2026Q3: 36,423 shares 36,423 $13.6M 0.07% -9,009 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194,382 shares; 2025Q1: 192,895 shares; 2025Q2: 191,189 shares; 2025Q3: 191,890 shares; 2025Q4: 191,056 shares; 2026Q1: 190,858 shares; 2026Q2: 189,306 shares; 2026Q3: 188,573 shares 188,573 $13.4M 0.07% -733 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,691 shares; 2025Q1: 195,966 shares; 2025Q2: 201,621 shares; 2025Q3: 214,901 shares; 2025Q4: 200,231 shares; 2026Q1: 203,551 shares; 2026Q2: 205,546 shares; 2026Q3: 231,686 shares 231,686 $13.4M 0.07% +26,140 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,425 shares; 2025Q1: 124,581 shares; 2025Q2: 165,030 shares; 2025Q3: 157,048 shares; 2025Q4: 149,450 shares; 2026Q1: 134,269 shares; 2026Q2: 129,973 shares; 2026Q3: 118,970 shares 118,970 $13.3M 0.07% -11,003 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,458,435 shares; 2025Q1: 1,543,630 shares; 2025Q2: 408,221 shares; 2025Q3: 382,525 shares; 2025Q4: 375,879 shares; 2026Q1: 412,608 shares; 2026Q2: 363,212 shares; 2026Q3: 388,196 shares 388,196 $13.2M 0.07% +24,984 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; 2024Q4: 38,913 shares; 2025Q1: 36,663 shares; 2025Q2: 54,163 shares; 2025Q3: 109,681 shares; 2025Q4: 223,412 shares; 2026Q1: 192,553 shares; 2026Q2: 260,911 shares; 2026Q3: 334,142 shares 334,142 $13.2M 0.07% +73,231 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226,106 shares; 2025Q1: 251,597 shares; 2025Q2: 192,191 shares; 2025Q3: 173,544 shares; 2025Q4: 160,404 shares; 2026Q1: 170,822 shares; 2026Q2: 178,046 shares; 2026Q3: 196,780 shares 196,780 $13.1M 0.07% +18,734 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,800 shares; 2026Q1: 38,100 shares; 2026Q2: 94,044 shares; 2026Q3: 249,181 shares 249,181 $13.1M 0.07% +155,137 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,602 shares; 2026Q3: 145,703 shares 145,703 $13M 0.07% +131,101 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; 2024Q4: 88,035 shares; 2025Q1: 106,628 shares; 2025Q2: 118,344 shares; 2025Q3: 143,623 shares; 2025Q4: 162,254 shares; 2026Q1: 179,130 shares; 2026Q2: 200,918 shares; 2026Q3: 246,704 shares 246,704 $12.8M 0.07% +45,786 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,620 shares; 2025Q1: 5,938 shares; 2025Q2: 6,025 shares; 2025Q3: 5,840 shares; 2025Q4: 5,820 shares; 2026Q1: 6,163 shares; 2026Q2: 57,748 shares; 2026Q3: 64,315 shares 64,315 $12.5M 0.06% +6,567 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; 2024Q4: 332,462 shares; 2025Q1: 334,925 shares; 2025Q2: 339,492 shares; 2025Q3: 336,587 shares; 2025Q4: 340,276 shares; 2026Q1: 348,085 shares; 2026Q2: 346,953 shares; 2026Q3: 349,534 shares 349,534 $12.5M 0.06% +2,581 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,708 shares; 2025Q1: 71,358 shares; 2025Q2: 67,543 shares; 2025Q3: 66,809 shares; 2025Q4: 69,241 shares; 2026Q1: 63,343 shares; 2026Q2: 63,189 shares; 2026Q3: 67,640 shares 67,640 $12.4M 0.06% +4,451 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; 2024Q4: 582,583 shares; 2025Q1: 61,187 shares; 2025Q2: 59,109 shares; 2025Q3: 56,782 shares; 2025Q4: 44,571 shares; 2026Q1: 43,433 shares; 2026Q2: 43,846 shares; 2026Q3: 44,236 shares 44,236 $12.3M 0.06% +390 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,035 shares; 2025Q1: 51,614 shares; 2025Q2: 92,245 shares; 2025Q3: 117,237 shares; 2025Q4: 132,023 shares; 2026Q1: 150,401 shares; 2026Q2: 189,292 shares; 2026Q3: 203,094 shares 203,094 $12.3M 0.06% +13,802 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285,244 shares; 2025Q1: 276,069 shares; 2025Q2: 261,641 shares; 2025Q3: 257,371 shares; 2025Q4: 258,142 shares; 2026Q1: 49,364 shares; 2026Q2: 43,854 shares; 2026Q3: 42,236 shares 42,236 $12M 0.06% -1,618 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; 2024Q4: 21,023 shares; 2025Q1: 16,592 shares; 2025Q2: 20,771 shares; 2025Q3: 25,423 shares; 2025Q4: 20,864 shares; 2026Q1: 20,378 shares; 2026Q2: 22,740 shares; 2026Q3: 23,324 shares 23,324 $11.9M 0.06% +584 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; 2024Q4: 73,707 shares; 2025Q1: 73,122 shares; 2025Q2: 89,097 shares; 2025Q3: 94,928 shares; 2025Q4: 89,754 shares; 2026Q1: 99,345 shares; 2026Q2: 102,261 shares; 2026Q3: 120,347 shares 120,347 $11.7M 0.06% +18,086 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,377 shares; 2025Q1: 92,351 shares; 2025Q2: 80,432 shares; 2025Q3: 81,490 shares; 2025Q4: 79,702 shares; 2026Q1: 97,335 shares; 2026Q2: 114,396 shares; 2026Q3: 123,366 shares 123,366 $11.6M 0.06% +8,970 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; 2024Q4: 33,296 shares; 2025Q1: 33,681 shares; 2025Q2: 33,336 shares; 2025Q3: 31,221 shares; 2025Q4: 30,182 shares; 2026Q1: 30,496 shares; 2026Q2: 29,164 shares; 2026Q3: 29,304 shares 29,304 $11.6M 0.06% +140 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 47,776 shares; 2025Q2: 78,679 shares; 2025Q3: 85,879 shares; 2025Q4: 96,060 shares; 2026Q1: 144,580 shares; 2026Q2: 176,918 shares; 2026Q3: 209,632 shares 209,632 $11.3M 0.06% +32,714 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; 2024Q4: 594,731 shares; 2025Q1: 16,265 shares; 2025Q2: 17,001 shares; 2025Q3: 107,868 shares; 2025Q4: 18,837 shares; 2026Q1: 20,650 shares; 2026Q2: 18,530 shares; 2026Q3: 18,413 shares 18,413 $11.3M 0.06% -117 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,223 shares; 2025Q1: 26,704 shares; 2025Q2: 26,948 shares; 2025Q3: 28,034 shares; 2025Q4: 28,792 shares; 2026Q1: 29,214 shares; 2026Q2: 32,969 shares; 2026Q3: 35,662 shares 35,662 $11.1M 0.06% +2,693 Timeline FTSL 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; 2024Q4: 117,549 shares; 2025Q1: 127,315 shares; 2025Q2: 137,210 shares; 2025Q3: 150,873 shares; 2025Q4: 169,784 shares; 2026Q1: 195,596 shares; 2026Q2: 235,032 shares; 2026Q3: 248,687 shares 248,687 $11.1M 0.06% +13,655 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; 2024Q4: 34,003 shares; 2025Q1: 36,004 shares; 2025Q2: 52,754 shares; 2025Q3: 64,039 shares; 2025Q4: 62,918 shares; 2026Q1: 61,870 shares; 2026Q2: 56,953 shares; 2026Q3: 53,485 shares 53,485 $10.9M 0.06% -3,468 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; 2024Q4: 32,883 shares; 2025Q1: 33,399 shares; 2025Q2: 33,509 shares; 2025Q3: 33,790 shares; 2025Q4: 33,302 shares; 2026Q1: 33,864 shares; 2026Q2: 32,808 shares; 2026Q3: 32,754 shares 32,754 $10.9M 0.06% -54 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 496,043 shares; 2025Q1: 549,541 shares; 2025Q2: 625,394 shares; 2025Q3: 688,841 shares; 2025Q4: 623,306 shares; 2026Q1: 627,707 shares; 2026Q2: 606,797 shares; 2026Q3: 543,039 shares 543,039 $10.8M 0.06% -63,758 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 610,435 shares; 2026Q3: 624,311 shares 624,311 $10.8M 0.06% +13,876 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,195 shares; 2025Q1: 109,241 shares; 2025Q2: 109,474 shares; 2025Q3: 116,408 shares; 2025Q4: 134,246 shares; 2026Q1: 153,910 shares; 2026Q2: 126,106 shares; 2026Q3: 137,633 shares 137,633 $10.8M 0.06% +11,527 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; 2024Q4: 65,762 shares; 2025Q1: 71,577 shares; 2025Q2: 69,942 shares; 2025Q3: 66,885 shares; 2025Q4: 62,854 shares; 2026Q1: 56,475 shares; 2026Q2: 59,696 shares; 2026Q3: 41,636 shares 41,636 $10.7M 0.06% -18,060 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,768 shares; 2026Q1: 147,634 shares; 2026Q2: 118,949 shares; 2026Q3: 122,169 shares 122,169 $10.5M 0.05% +3,220 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,150 shares; 2025Q1: 68,615 shares; 2025Q2: 131,024 shares; 2025Q3: 162,369 shares; 2025Q4: 176,698 shares; 2026Q1: 182,306 shares; 2026Q2: 223,944 shares; 2026Q3: 229,615 shares 229,615 $10.4M 0.05% +5,671 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,045 shares; 2025Q1: 35,710 shares; 2025Q2: 47,471 shares; 2025Q3: 48,947 shares; 2025Q4: 53,764 shares; 2026Q1: 83,657 shares; 2026Q2: 96,430 shares; 2026Q3: 102,115 shares 102,115 $10.3M 0.05% +5,685 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,892 shares; 2025Q1: 6,740 shares; 2025Q2: 7,409 shares; 2025Q3: 7,420 shares; 2025Q4: 15,372 shares; 2026Q1: 25,038 shares; 2026Q2: 23,384 shares; 2026Q3: 22,903 shares 22,903 $10.2M 0.05% -481 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248,523 shares; 2025Q1: 248,477 shares; 2025Q2: 248,482 shares; 2025Q3: 247,244 shares; 2025Q4: 233,408 shares; 2026Q1: 227,535 shares; 2026Q2: 227,620 shares; 2026Q3: 131,697 shares 131,697 $10.2M 0.05% -95,923 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,737 shares; 2025Q1: 129,266 shares; 2025Q2: 130,500 shares; 2025Q3: 179,994 shares; 2025Q4: 190,549 shares; 2026Q1: 211,705 shares; 2026Q2: 227,799 shares; 2026Q3: 249,225 shares 249,225 $10.1M 0.05% +21,426 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; 2024Q4: 39,734 shares; 2025Q1: 42,944 shares; 2025Q2: 44,336 shares; 2025Q3: 45,511 shares; 2025Q4: 45,866 shares; 2026Q1: 47,325 shares; 2026Q2: 44,293 shares; 2026Q3: 43,751 shares 43,751 $10.1M 0.05% -542 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 65,096 shares 65,096 $10.1M 0.05% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 198,061 shares; 2025Q1: 206,080 shares; 2025Q2: 213,756 shares; 2025Q3: 219,278 shares; 2025Q4: 231,582 shares; 2026Q1: 237,854 shares; 2026Q2: 101,282 shares; 2026Q3: 97,803 shares 97,803 $10.1M 0.05% -3,479 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,511 shares; 2026Q2: 47,477 shares; 2026Q3: 203,375 shares 203,375 $9.94M 0.05% +155,898 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,260 shares; 2025Q1: 93,454 shares; 2025Q2: 88,040 shares; 2025Q3: 82,691 shares; 2025Q4: 137,349 shares; 2026Q1: 134,370 shares; 2026Q2: 126,554 shares; 2026Q3: 119,737 shares 119,737 $9.93M 0.05% -6,817 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; 2024Q4: 94,274 shares; 2025Q1: 95,315 shares; 2025Q2: 272,250 shares; 2025Q3: 316,896 shares; 2025Q4: 314,676 shares; 2026Q1: 312,438 shares; 2026Q2: 305,854 shares; 2026Q3: 272,730 shares 272,730 $9.8M 0.05% -33,124 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,050 shares; 2025Q1: 22,745 shares; 2025Q2: 27,991 shares; 2025Q3: 36,800 shares; 2025Q4: 140,153 shares; 2026Q1: 24,369 shares; 2026Q2: 37,166 shares; 2026Q3: 91,546 shares 91,546 $9.77M 0.05% +54,380 Timeline JPIE 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; 2024Q4: 16,727 shares; 2025Q1: 27,216 shares; 2025Q2: 88,216 shares; 2025Q3: 109,570 shares; 2025Q4: 123,320 shares; 2026Q1: 174,675 shares; 2026Q2: 197,535 shares; 2026Q3: 217,562 shares 217,562 $9.77M 0.05% +20,027 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,169 shares; 2025Q1: 21,199 shares; 2025Q2: 22,692 shares; 2025Q3: 22,605 shares; 2025Q4: 23,526 shares; 2026Q1: 94,731 shares; 2026Q2: 128,564 shares; 2026Q3: 131,628 shares 131,628 $9.7M 0.05% +3,064 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,756 shares; 2025Q1: 14,749 shares; 2025Q2: 15,618 shares; 2025Q3: 14,839 shares; 2025Q4: 42,428 shares; 2026Q1: 48,738 shares; 2026Q2: 45,300 shares; 2026Q3: 45,925 shares 45,925 $9.67M 0.05% +625 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,611 shares; 2025Q1: 30,934 shares; 2025Q2: 30,964 shares; 2025Q3: 29,156 shares; 2025Q4: 28,147 shares; 2026Q1: 25,732 shares; 2026Q2: 21,759 shares; 2026Q3: 20,347 shares 20,347 $9.66M 0.05% -1,412 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 364,245 shares; 2025Q1: 370,545 shares; 2025Q2: 364,045 shares; 2025Q3: 361,045 shares; 2025Q4: 343,795 shares; 2026Q1: 343,545 shares; 2026Q2: 343,045 shares; 2026Q3: 341,845 shares 341,845 $9.61M 0.05% -1,200 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; 2024Q4: 99,645 shares; 2025Q1: 94,079 shares; 2025Q2: 94,110 shares; 2025Q3: 94,478 shares; 2025Q4: 90,495 shares; 2026Q1: 116,331 shares; 2026Q2: 132,394 shares; 2026Q3: 137,486 shares 137,486 $9.34M 0.05% +5,092 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,144,000 shares; 2025Q1: 2,125,760 shares; 2025Q2: 1,406,563 shares; 2025Q3: 1,354,146 shares; 2025Q4: 1,350,902 shares; 2026Q1: 1,335,953 shares; 2026Q2: 1,296,808 shares; 2026Q3: 241,471 shares 241,471 $9.33M 0.05% -1,055,337 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,763 shares; 2025Q1: 81,563 shares; 2025Q2: 102,695 shares; 2025Q3: 105,860 shares; 2025Q4: 103,303 shares; 2026Q1: 105,928 shares; 2026Q2: 104,613 shares; 2026Q3: 100,777 shares 100,777 $9.24M 0.05% -3,836 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; 2024Q4: 6,317 shares; 2025Q1: 6,678 shares; 2025Q2: 6,793 shares; 2025Q3: 6,999 shares; 2025Q4: 7,806 shares; 2026Q1: 8,803 shares; 2026Q2: 9,005 shares; 2026Q3: 9,536 shares 9,536 $9.06M 0.05% +531 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; 2024Q4: 14,708 shares; 2025Q1: 12,622 shares; 2025Q2: 11,689 shares; 2025Q3: 11,676 shares; 2025Q4: 24,785 shares; 2026Q1: 31,629 shares; 2026Q2: 30,874 shares; 2026Q3: 34,448 shares 34,448 $9.02M 0.05% +3,574 Timeline JGRO 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; 2024Q4: not reported; 2025Q1: 3,805 shares; 2025Q2: 4,276 shares; 2025Q3: 4,066 shares; 2025Q4: 4,555 shares; 2026Q1: 5,138 shares; 2026Q2: 64,398 shares; 2026Q3: 92,824 shares 92,824 $8.96M 0.05% +28,426 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,136 shares; 2025Q1: 5,082 shares; 2025Q2: 4,630 shares; 2025Q3: 5,145 shares; 2025Q4: 7,076 shares; 2026Q1: 9,069 shares; 2026Q2: 32,111 shares; 2026Q3: 36,155 shares 36,155 $8.96M 0.05% +4,044 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,219 shares; 2025Q1: 82,359 shares; 2025Q2: 82,224 shares; 2025Q3: 70,483 shares; 2025Q4: 69,458 shares; 2026Q1: 69,437 shares; 2026Q2: 69,181 shares; 2026Q3: 68,493 shares 68,493 $8.96M 0.05% -688 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,032 shares; 2026Q1: 25,011 shares; 2026Q2: 22,899 shares; 2026Q3: 21,473 shares 21,473 $8.88M 0.05% -1,426 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 412,523 shares; 2025Q1: 182,586 shares; 2025Q2: 178,374 shares; 2025Q3: 158,283 shares; 2025Q4: 150,774 shares; 2026Q1: 150,438 shares; 2026Q2: 210,993 shares; 2026Q3: 283,470 shares 283,470 $8.85M 0.05% +72,477 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; 2024Q4: 32,125 shares; 2025Q1: 33,741 shares; 2025Q2: 42,140 shares; 2025Q3: 42,539 shares; 2025Q4: 42,607 shares; 2026Q1: 43,624 shares; 2026Q2: 38,143 shares; 2026Q3: 39,785 shares 39,785 $8.84M 0.05% +1,642 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,800 shares; 2025Q1: 212,452 shares; 2025Q2: 355,650 shares; 2025Q3: 430,211 shares; 2025Q4: 457,438 shares; 2026Q1: 520,240 shares; 2026Q2: 689,682 shares; 2026Q3: 338,036 shares 338,036 $8.58M 0.04% -351,646 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,419 shares; 2026Q3: 167,306 shares 167,306 $8.54M 0.04% +16,887 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,182 shares; 2025Q1: 72,067 shares; 2025Q2: 76,280 shares; 2025Q3: 81,440 shares; 2025Q4: 88,240 shares; 2026Q1: 89,691 shares; 2026Q2: 98,693 shares; 2026Q3: 103,890 shares 103,890 $8.44M 0.04% +5,197 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 97,866 shares 97,866 $8.35M 0.04% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218,605 shares; 2025Q1: 155,318 shares; 2025Q2: 186,193 shares; 2025Q3: 209,055 shares; 2025Q4: 223,516 shares; 2026Q1: 244,482 shares; 2026Q2: 285,061 shares; 2026Q3: 298,205 shares 298,205 $8.34M 0.04% +13,144 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,183 shares; 2025Q1: 182,717 shares; 2025Q2: 190,504 shares; 2025Q3: 183,241 shares; 2025Q4: 188,085 shares; 2026Q1: 190,854 shares; 2026Q2: 180,375 shares; 2026Q3: 178,932 shares 178,932 $8.32M 0.04% -1,443 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168,682 shares; 2026Q3: 231,820 shares 231,820 $8.25M 0.04% +63,138 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; 2024Q4: 19,015 shares; 2025Q1: 19,478 shares; 2025Q2: 19,428 shares; 2025Q3: 20,299 shares; 2025Q4: 20,739 shares; 2026Q1: 20,913 shares; 2026Q2: 26,766 shares; 2026Q3: 28,947 shares 28,947 $8.24M 0.04% +2,181 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,153 shares; 2025Q1: 19,844 shares; 2025Q2: 105,925 shares; 2025Q3: 119,156 shares; 2025Q4: 124,447 shares; 2026Q1: 148,637 shares; 2026Q2: 139,813 shares; 2026Q3: 150,500 shares 150,500 $8.19M 0.04% +10,687 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,057 shares; 2025Q1: 33,443 shares; 2025Q2: 23,082 shares; 2025Q3: 24,652 shares; 2025Q4: 51,903 shares; 2026Q1: 89,016 shares; 2026Q2: 77,105 shares; 2026Q3: 82,684 shares 82,684 $8.14M 0.04% +5,579 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,751 shares; 2025Q1: 7,319 shares; 2025Q2: 7,466 shares; 2025Q3: 7,641 shares; 2025Q4: 7,551 shares; 2026Q1: 7,591 shares; 2026Q2: 7,309 shares; 2026Q3: 7,671 shares 7,671 $8.12M 0.04% +362 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; 2024Q4: 23,841 shares; 2025Q1: 27,045 shares; 2025Q2: 26,150 shares; 2025Q3: 24,308 shares; 2025Q4: 22,361 shares; 2026Q1: 18,919 shares; 2026Q2: 17,405 shares; 2026Q3: 16,336 shares 16,336 $8.04M 0.04% -1,069 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145,045 shares; 2025Q1: 152,573 shares; 2025Q2: 153,473 shares; 2025Q3: 156,519 shares; 2025Q4: 162,274 shares; 2026Q1: 167,077 shares; 2026Q2: 169,105 shares; 2026Q3: 159,431 shares 159,431 $8.03M 0.04% -9,674 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,441 shares; 2025Q1: 81,099 shares; 2025Q2: 90,352 shares; 2025Q3: 91,023 shares; 2025Q4: 96,795 shares; 2026Q1: 67,089 shares; 2026Q2: 71,160 shares; 2026Q3: 63,447 shares 63,447 $7.94M 0.04% -7,713 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 35,951 shares; 2025Q2: 79,354 shares; 2025Q3: 95,229 shares; 2025Q4: 97,429 shares; 2026Q1: 128,979 shares; 2026Q2: 173,034 shares; 2026Q3: 181,877 shares 181,877 $7.88M 0.04% +8,843 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 126,874 shares; 2025Q2: 290,734 shares; 2025Q3: 345,468 shares; 2025Q4: 374,618 shares; 2026Q1: 408,012 shares; 2026Q2: 420,565 shares; 2026Q3: 417,370 shares 417,370 $7.84M 0.04% -3,195 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; 2024Q4: 2,187,450 shares; 2025Q1: 2,264,918 shares; 2025Q2: 2,131,324 shares; 2025Q3: 221,268 shares; 2025Q4: 142,889 shares; 2026Q1: 129,140 shares; 2026Q2: 120,870 shares; 2026Q3: 125,576 shares 125,576 $7.84M 0.04% +4,706 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; 2024Q4: 12,052 shares; 2025Q1: 12,858 shares; 2025Q2: 12,734 shares; 2025Q3: 10,759 shares; 2025Q4: 9,472 shares; 2026Q1: 8,652 shares; 2026Q2: 8,954 shares; 2026Q3: 8,592 shares 8,592 $7.74M 0.04% -362 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,825 shares; 2025Q1: 6,854 shares; 2025Q2: 8,136 shares; 2025Q3: 7,969 shares; 2025Q4: 8,031 shares; 2026Q1: 7,689 shares; 2026Q2: 59,950 shares; 2026Q3: 61,432 shares 61,432 $7.72M 0.04% +1,482 Timeline JIRE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,442 shares; 2026Q1: 9,352 shares; 2026Q2: 21,365 shares; 2026Q3: 93,782 shares 93,782 $7.71M 0.04% +72,417 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,403 shares; 2025Q1: 53,614 shares; 2025Q2: 71,955 shares; 2025Q3: 130,212 shares; 2025Q4: 169,380 shares; 2026Q1: 186,681 shares; 2026Q2: 212,182 shares; 2026Q3: 275,809 shares 275,809 $7.68M 0.04% +63,627 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,725 shares; 2025Q1: 92,214 shares; 2025Q2: 104,935 shares; 2025Q3: 120,397 shares; 2025Q4: 146,000 shares; 2026Q1: 157,797 shares; 2026Q2: 169,305 shares; 2026Q3: 181,344 shares 181,344 $7.67M 0.04% +12,039 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 692 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 59,090 shares; 2026Q3: 82,075 shares 82,075 $7.6M 0.04% +22,985 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,794 shares; 2025Q4: 95,879 shares; 2026Q1: 95,752 shares; 2026Q2: 96,168 shares; 2026Q3: 108,678 shares 108,678 $7.57M 0.04% +12,510 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; 2024Q4: 218,173 shares; 2025Q1: 258,000 shares; 2025Q2: 256,074 shares; 2025Q3: 247,323 shares; 2025Q4: 252,031 shares; 2026Q1: 253,402 shares; 2026Q2: 247,606 shares; 2026Q3: 250,722 shares 250,722 $7.56M 0.04% +3,116 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,877 shares; 2025Q1: 15,714 shares; 2025Q2: 15,985 shares; 2025Q3: 15,834 shares; 2025Q4: 16,378 shares; 2026Q1: 16,664 shares; 2026Q2: 17,151 shares; 2026Q3: 23,194 shares 23,194 $7.54M 0.04% +6,043 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,715 shares; 2026Q3: 46,616 shares 46,616 $7.51M 0.04% +26,901 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,603,342 shares; 2025Q1: 1,532,694 shares; 2025Q2: 1,383,278 shares; 2025Q3: 1,373,192 shares; 2025Q4: 1,296,950 shares; 2026Q1: 1,356,925 shares; 2026Q2: 2,630,630 shares; 2026Q3: 2,422,713 shares 2,422,713 $7.48M 0.04% -207,917 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,754 shares; 2025Q1: 8,359 shares; 2025Q2: 7,739 shares; 2025Q3: 7,750 shares; 2025Q4: 8,328 shares; 2026Q1: 7,929 shares; 2026Q2: 94,869 shares; 2026Q3: 147,270 shares 147,270 $7.45M 0.04% +52,401 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,919 shares; 2025Q1: 85,138 shares; 2025Q2: 81,161 shares; 2025Q3: 88,082 shares; 2025Q4: 83,300 shares; 2026Q1: 82,134 shares; 2026Q2: 107,017 shares; 2026Q3: 95,593 shares 95,593 $7.44M 0.04% -11,424 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,812 shares; 2026Q2: 95,918 shares; 2026Q3: 148,289 shares 148,289 $7.44M 0.04% +52,371 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; 2024Q4: 50,734 shares; 2025Q1: 49,019 shares; 2025Q2: 51,313 shares; 2025Q3: 48,371 shares; 2025Q4: 63,892 shares; 2026Q1: 58,927 shares; 2026Q2: 64,081 shares; 2026Q3: 67,955 shares 67,955 $7.4M 0.04% +3,874 Timeline BBUS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,232 shares; 2026Q3: 52,678 shares 52,678 $7.25M 0.04% +43,446 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164,928 shares; 2025Q1: 186,297 shares; 2025Q2: 215,578 shares; 2025Q3: 226,038 shares; 2025Q4: 231,194 shares; 2026Q1: 247,167 shares; 2026Q2: 180,353 shares; 2026Q3: 180,086 shares 180,086 $7.15M 0.04% -267 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; 2024Q4: 2,285 shares; 2025Q1: 2,486 shares; 2025Q2: 3,143 shares; 2025Q3: 3,854 shares; 2025Q4: 3,830 shares; 2026Q1: 4,001 shares; 2026Q2: 4,701 shares; 2026Q3: 23,268 shares 23,268 $7.09M 0.04% +18,567 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161,050 shares; 2025Q1: 175,985 shares; 2025Q2: 170,047 shares; 2025Q3: 180,016 shares; 2025Q4: 185,037 shares; 2026Q1: 191,008 shares; 2026Q2: 188,014 shares; 2026Q3: 194,643 shares 194,643 $7.05M 0.04% +6,629 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,453 shares; 2025Q1: 34,877 shares; 2025Q2: 37,246 shares; 2025Q3: 50,912 shares; 2025Q4: 51,999 shares; 2026Q1: 49,009 shares; 2026Q2: 49,955 shares; 2026Q3: 54,179 shares 54,179 $7.03M 0.04% +4,224 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; 2024Q4: 22,485 shares; 2025Q1: 22,368 shares; 2025Q2: 21,798 shares; 2025Q3: 22,379 shares; 2025Q4: 28,416 shares; 2026Q1: 33,896 shares; 2026Q2: 38,829 shares; 2026Q3: 42,017 shares 42,017 $7.02M 0.04% +3,188 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; 2024Q4: 120,490 shares; 2025Q1: 157,359 shares; 2025Q2: 155,630 shares; 2025Q3: 155,590 shares; 2025Q4: 151,718 shares; 2026Q1: 108,491 shares; 2026Q2: 106,293 shares; 2026Q3: 108,414 shares 108,414 $7.01M 0.04% +2,121 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,400 shares; 2026Q1: 102,245 shares; 2026Q2: 102,866 shares; 2026Q3: 115,421 shares 115,421 $7.01M 0.04% +12,555 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; 2024Q4: 28,627 shares; 2025Q1: 28,426 shares; 2025Q2: 28,903 shares; 2025Q3: 28,917 shares; 2025Q4: 28,354 shares; 2026Q1: 28,046 shares; 2026Q2: 29,555 shares; 2026Q3: 27,138 shares 27,138 $6.99M 0.04% -2,417 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,448 shares; 2025Q1: 29,411 shares; 2025Q2: 52,522 shares; 2025Q3: 62,845 shares; 2025Q4: 66,042 shares; 2026Q1: 69,972 shares; 2026Q2: 74,249 shares; 2026Q3: 75,017 shares 75,017 $6.88M 0.04% +768 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; 2024Q4: 7,491 shares; 2025Q1: 7,934 shares; 2025Q2: 8,164 shares; 2025Q3: 8,020 shares; 2025Q4: 18,803 shares; 2026Q1: 33,901 shares; 2026Q2: 36,635 shares; 2026Q3: 39,372 shares 39,372 $6.87M 0.04% +2,737 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131,871 shares; 2026Q3: 189,346 shares 189,346 $6.82M 0.04% +57,475 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,775 shares; 2025Q1: 68,766 shares; 2025Q2: 75,979 shares; 2025Q3: 77,710 shares; 2025Q4: 85,630 shares; 2026Q1: 117,087 shares; 2026Q2: 124,068 shares; 2026Q3: 135,285 shares 135,285 $6.81M 0.04% +11,217 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,723 shares; 2025Q1: 81,497 shares; 2025Q2: 89,706 shares; 2025Q3: 91,816 shares; 2025Q4: 94,052 shares; 2026Q1: 68,389 shares; 2026Q2: 75,863 shares; 2026Q3: 88,715 shares 88,715 $6.73M 0.03% +12,852 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,891 shares; 2025Q1: 9,756 shares; 2025Q2: 12,198 shares; 2025Q3: 14,454 shares; 2025Q4: 24,250 shares; 2026Q1: 33,590 shares; 2026Q2: 54,197 shares; 2026Q3: 127,502 shares 127,502 $6.67M 0.03% +73,305 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,798 shares; 2026Q1: 160,942 shares; 2026Q2: 178,294 shares; 2026Q3: 185,347 shares 185,347 $6.67M 0.03% +7,053 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: not reported; 2025Q4: 7,503 shares; 2026Q1: not reported; 2026Q2: 134,807 shares; 2026Q3: 245,259 shares 245,259 $6.59M 0.03% +110,452 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,159 shares; 2025Q1: 32,385 shares; 2025Q2: 32,218 shares; 2025Q3: 33,890 shares; 2025Q4: 26,612 shares; 2026Q1: 21,731 shares; 2026Q2: 18,506 shares; 2026Q3: 18,115 shares 18,115 $6.57M 0.03% -391 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,012 shares; 2025Q4: 34,694 shares; 2026Q1: 40,406 shares; 2026Q2: 38,779 shares; 2026Q3: 38,619 shares 38,619 $6.53M 0.03% -160 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; 2024Q4: not reported; 2025Q1: 26,994 shares; 2025Q2: 47,186 shares; 2025Q3: 62,680 shares; 2025Q4: 89,010 shares; 2026Q1: 122,899 shares; 2026Q2: 151,828 shares; 2026Q3: 177,622 shares 177,622 $6.53M 0.03% +25,794 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,878 shares; 2025Q1: 31,547 shares; 2025Q2: 31,782 shares; 2025Q3: 29,470 shares; 2025Q4: 33,313 shares; 2026Q1: 40,695 shares; 2026Q2: 106,733 shares; 2026Q3: 120,056 shares 120,056 $6.5M 0.03% +13,323 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161,461 shares; 2025Q1: 156,378 shares; 2025Q2: 155,985 shares; 2025Q3: 154,339 shares; 2025Q4: 153,928 shares; 2026Q1: 151,812 shares; 2026Q2: 148,759 shares; 2026Q3: 147,376 shares 147,376 $6.48M 0.03% -1,383 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; 2024Q4: 4,106 shares; 2025Q1: 4,668 shares; 2025Q2: 5,048 shares; 2025Q3: 39,887 shares; 2025Q4: 5,070 shares; 2026Q1: 5,404 shares; 2026Q2: 5,851 shares; 2026Q3: 9,540 shares 9,540 $6.44M 0.03% +3,689 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250,784 shares; 2025Q1: 1,274,478 shares; 2025Q2: 1,346,265 shares; 2025Q3: 1,129,519 shares; 2025Q4: 137,238 shares; 2026Q1: 616,133 shares; 2026Q2: 141,634 shares; 2026Q3: 116,817 shares 116,817 $6.44M 0.03% -24,817 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; 2024Q4: 2,316 shares; 2025Q1: 5,203 shares; 2025Q2: 5,406 shares; 2025Q3: 5,228 shares; 2025Q4: 5,164 shares; 2026Q1: 3,891 shares; 2026Q2: 3,172 shares; 2026Q3: 3,486 shares 3,486 $6.32M 0.03% +314 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,147 shares; 2025Q1: 7,249 shares; 2025Q2: 7,242 shares; 2025Q3: 7,498 shares; 2025Q4: 7,867 shares; 2026Q1: 7,701 shares; 2026Q2: 7,472 shares; 2026Q3: 7,337 shares 7,337 $6.26M 0.03% -135 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,655 shares 29,655 $6.26M 0.03% new Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 94,960 shares; 2025Q2: 164,092 shares; 2025Q3: 183,999 shares; 2025Q4: 193,369 shares; 2026Q1: 221,313 shares; 2026Q2: 198,898 shares; 2026Q3: 190,612 shares 190,612 $6.23M 0.03% -8,286 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,784 shares; 2025Q1: 53,672 shares; 2025Q2: 54,767 shares; 2025Q3: 57,474 shares; 2025Q4: 56,781 shares; 2026Q1: 57,876 shares; 2026Q2: 56,099 shares; 2026Q3: 55,495 shares 55,495 $6.22M 0.03% -604 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,814 shares; 2025Q1: 192,980 shares; 2025Q2: 222,263 shares; 2025Q3: 238,063 shares; 2025Q4: 260,709 shares; 2026Q1: 286,598 shares; 2026Q2: 209,275 shares; 2026Q3: 209,550 shares 209,550 $6.18M 0.03% +275 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,749 shares; 2026Q1: 35,983 shares; 2026Q2: 146,308 shares; 2026Q3: 199,626 shares 199,626 $6.18M 0.03% +53,318 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; 2024Q4: 17,871 shares; 2025Q1: 18,603 shares; 2025Q2: 18,040 shares; 2025Q3: 16,867 shares; 2025Q4: 13,787 shares; 2026Q1: 11,400 shares; 2026Q2: 16,138 shares; 2026Q3: 15,694 shares 15,694 $6.18M 0.03% -444 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,212 shares; 2025Q1: 22,311 shares; 2025Q2: 22,550 shares; 2025Q3: 23,617 shares; 2025Q4: 23,381 shares; 2026Q1: 22,412 shares; 2026Q2: 23,242 shares; 2026Q3: 22,360 shares 22,360 $6.14M 0.03% -882 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,005 shares; 2026Q3: 123,172 shares 123,172 $6.13M 0.03% +36,167 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,362 shares; 2025Q1: 90,098 shares; 2025Q2: 90,023 shares; 2025Q3: 97,297 shares; 2025Q4: 101,770 shares; 2026Q1: 110,482 shares; 2026Q2: 118,515 shares; 2026Q3: 123,762 shares 123,762 $6.12M 0.03% +5,247 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; 2024Q4: 3,299 shares; 2025Q1: not reported; 2025Q2: 3,043 shares; 2025Q3: 2,949 shares; 2025Q4: 5,887 shares; 2026Q1: 45,768 shares; 2026Q2: 148,300 shares; 2026Q3: 125,652 shares 125,652 $6.12M 0.03% -22,648 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,994 shares; 2025Q1: 57,639 shares; 2025Q2: 58,533 shares; 2025Q3: 58,599 shares; 2025Q4: 60,603 shares; 2026Q1: 59,463 shares; 2026Q2: 59,016 shares; 2026Q3: 55,274 shares 55,274 $6.1M 0.03% -3,742 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,299 shares; 2025Q1: 47,023 shares; 2025Q2: 58,625 shares; 2025Q3: 77,512 shares; 2025Q4: 87,761 shares; 2026Q1: 91,867 shares; 2026Q2: 94,626 shares; 2026Q3: 108,225 shares 108,225 $6.04M 0.03% +13,599 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; 2024Q4: 102,861 shares; 2025Q1: 106,500 shares; 2025Q2: 113,017 shares; 2025Q3: 121,360 shares; 2025Q4: 118,619 shares; 2026Q1: 125,061 shares; 2026Q2: 133,792 shares; 2026Q3: 151,580 shares 151,580 $6.03M 0.03% +17,788 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; 2024Q4: 115,095 shares; 2025Q1: 121,501 shares; 2025Q2: 129,494 shares; 2025Q3: 129,844 shares; 2025Q4: 134,158 shares; 2026Q1: 112,081 shares; 2026Q2: 104,036 shares; 2026Q3: 109,430 shares 109,430 $5.94M 0.03% +5,394 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,251 shares; 2025Q1: 24,562 shares; 2025Q2: 25,173 shares; 2025Q3: 24,902 shares; 2025Q4: 26,660 shares; 2026Q1: 26,749 shares; 2026Q2: 67,920 shares; 2026Q3: 65,663 shares 65,663 $5.89M 0.03% -2,257 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,342 shares; 2025Q1: 52,844 shares; 2025Q2: 51,616 shares; 2025Q3: 57,834 shares; 2025Q4: 59,469 shares; 2026Q1: 60,521 shares; 2026Q2: 61,264 shares; 2026Q3: 65,747 shares 65,747 $5.87M 0.03% +4,483 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,658 shares; 2026Q2: 127,013 shares; 2026Q3: 139,955 shares 139,955 $5.86M 0.03% +12,942 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; 2024Q4: 23,152 shares; 2025Q1: 31,043 shares; 2025Q2: 27,527 shares; 2025Q3: 25,689 shares; 2025Q4: 20,441 shares; 2026Q1: 18,263 shares; 2026Q2: 18,588 shares; 2026Q3: 17,825 shares 17,825 $5.86M 0.03% -763 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,955 shares; 2025Q1: 55,959 shares; 2025Q2: 61,018 shares; 2025Q3: 57,758 shares; 2025Q4: 58,214 shares; 2026Q1: 59,987 shares; 2026Q2: 62,640 shares; 2026Q3: 63,365 shares 63,365 $5.83M 0.03% +725 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; 2024Q4: 73,479 shares; 2025Q1: 66,640 shares; 2025Q2: 60,924 shares; 2025Q3: 68,965 shares; 2025Q4: 74,876 shares; 2026Q1: 77,243 shares; 2026Q2: 81,180 shares; 2026Q3: 94,884 shares 94,884 $5.81M 0.03% +13,704 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170,248 shares; 2025Q1: 105,919 shares; 2025Q2: 104,050 shares; 2025Q3: 91,975 shares; 2025Q4: 85,614 shares; 2026Q1: 84,449 shares; 2026Q2: 75,973 shares; 2026Q3: 71,238 shares 71,238 $5.78M 0.03% -4,735 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,416 shares; 2025Q1: 20,139 shares; 2025Q2: 25,411 shares; 2025Q3: 24,825 shares; 2025Q4: 30,550 shares; 2026Q1: 32,776 shares; 2026Q2: 33,811 shares; 2026Q3: 37,440 shares 37,440 $5.76M 0.03% +3,629 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; 2024Q4: 26,977 shares; 2025Q1: 30,196 shares; 2025Q2: 34,286 shares; 2025Q3: 34,970 shares; 2025Q4: 40,244 shares; 2026Q1: 39,420 shares; 2026Q2: 30,021 shares; 2026Q3: 28,236 shares 28,236 $5.75M 0.03% -1,785 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,313 shares; 2025Q1: 40,338 shares; 2025Q2: 45,993 shares; 2025Q3: 49,006 shares; 2025Q4: 52,725 shares; 2026Q1: 66,155 shares; 2026Q2: 63,785 shares; 2026Q3: 65,653 shares 65,653 $5.71M 0.03% +1,868 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,314 shares; 2025Q1: 179,110 shares; 2025Q2: 196,864 shares; 2025Q3: 230,831 shares; 2025Q4: 264,605 shares; 2026Q1: 281,436 shares; 2026Q2: 116,262 shares; 2026Q3: 192,913 shares 192,913 $5.71M 0.03% +76,651 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; 2024Q4: 43,443 shares; 2025Q1: 65,659 shares; 2025Q2: 23,958 shares; 2025Q3: 15,190 shares; 2025Q4: 15,204 shares; 2026Q1: 15,511 shares; 2026Q2: 15,802 shares; 2026Q3: 14,705 shares 14,705 $5.7M 0.03% -1,097 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,660 shares; 2025Q1: 30,925 shares; 2025Q2: 33,683 shares; 2025Q3: 42,036 shares; 2025Q4: 37,364 shares; 2026Q1: 41,281 shares; 2026Q2: 40,542 shares; 2026Q3: 39,677 shares 39,677 $5.66M 0.03% -865 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,789 shares; 2026Q3: 71,807 shares 71,807 $5.64M 0.03% +6,018 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,498 shares; 2025Q1: 38,971 shares; 2025Q2: 34,639 shares; 2025Q3: 35,378 shares; 2025Q4: 36,113 shares; 2026Q1: 33,947 shares; 2026Q2: 33,347 shares; 2026Q3: 34,168 shares 34,168 $5.61M 0.03% +821 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,049 shares; 2025Q1: 14,919 shares; 2025Q2: 17,564 shares; 2025Q3: 16,091 shares; 2025Q4: 18,513 shares; 2026Q1: 21,611 shares; 2026Q2: 17,874 shares; 2026Q3: 20,142 shares 20,142 $5.6M 0.03% +2,268 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,455 shares; 2025Q1: 63,042 shares; 2025Q2: 55,876 shares; 2025Q3: 64,229 shares; 2025Q4: 63,079 shares; 2026Q1: 61,758 shares; 2026Q2: 53,111 shares; 2026Q3: 48,886 shares 48,886 $5.55M 0.03% -4,225 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,664 shares; 2025Q1: 38,710 shares; 2025Q2: 33,444 shares; 2025Q3: 34,839 shares; 2025Q4: 36,856 shares; 2026Q1: 41,042 shares; 2026Q2: 45,191 shares; 2026Q3: 78,661 shares 78,661 $5.52M 0.03% +33,470 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 36,546 shares 36,546 $5.51M 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,167 shares; 2025Q1: 27,570 shares; 2025Q2: 28,510 shares; 2025Q3: 28,513 shares; 2025Q4: 28,971 shares; 2026Q1: 30,811 shares; 2026Q2: 38,461 shares; 2026Q3: 42,724 shares 42,724 $5.51M 0.03% +4,263 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,793 shares; 2025Q1: 24,039 shares; 2025Q2: 25,678 shares; 2025Q3: 25,991 shares; 2025Q4: 26,500 shares; 2026Q1: 25,712 shares; 2026Q2: 21,915 shares; 2026Q3: 21,531 shares 21,531 $5.5M 0.03% -384 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 736,975 shares; 2026Q1: 1,351,810 shares; 2026Q2: 1,571,810 shares; 2026Q3: 951,810 shares 951,810 $5.31M 0.03% -620,000 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,001 shares; 2025Q1: 151,008 shares; 2025Q2: 151,044 shares; 2025Q3: 149,446 shares; 2025Q4: 149,416 shares; 2026Q1: 149,416 shares; 2026Q2: 148,916 shares; 2026Q3: 148,666 shares 148,666 $5.28M 0.03% -250 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,263,858 shares; 2025Q1: 3,155,493 shares; 2025Q2: 3,195,694 shares; 2025Q3: 2,203,988 shares; 2025Q4: 2,280,323 shares; 2026Q1: 2,628,894 shares; 2026Q2: 2,798,894 shares; 2026Q3: 1,288,894 shares 1,288,894 $5.27M 0.03% -1,510,000 Timeline JPSE 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; 2024Q4: 97,532 shares; 2025Q1: 100,610 shares; 2025Q2: 108,166 shares; 2025Q3: 108,057 shares; 2025Q4: 107,544 shares; 2026Q1: 107,752 shares; 2026Q2: 94,588 shares; 2026Q3: 93,298 shares 93,298 $5.25M 0.03% -1,290 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,617 shares; 2025Q1: 71,467 shares; 2025Q2: 77,760 shares; 2025Q3: 64,023 shares; 2025Q4: 60,536 shares; 2026Q1: 58,292 shares; 2026Q2: 55,755 shares; 2026Q3: 59,412 shares 59,412 $5.22M 0.03% +3,657 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,594 shares; 2025Q1: 5,721 shares; 2025Q2: 6,853 shares; 2025Q3: 7,012 shares; 2025Q4: 6,822 shares; 2026Q1: 6,636 shares; 2026Q2: 5,543 shares; 2026Q3: 5,455 shares 5,455 $5.21M 0.03% -88 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; 2024Q4: 20,102 shares; 2025Q1: 27,523 shares; 2025Q2: 34,825 shares; 2025Q3: 32,430 shares; 2025Q4: 45,901 shares; 2026Q1: 56,697 shares; 2026Q2: 47,915 shares; 2026Q3: 60,923 shares 60,923 $5.18M 0.03% +13,008 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; 2024Q4: 98,796 shares; 2025Q1: 106,214 shares; 2025Q2: 114,237 shares; 2025Q3: 119,360 shares; 2025Q4: 121,236 shares; 2026Q1: 145,964 shares; 2026Q2: 174,907 shares; 2026Q3: 194,702 shares 194,702 $5.11M 0.03% +19,795 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; 2024Q4: 36,646 shares; 2025Q1: 52,298 shares; 2025Q2: 50,012 shares; 2025Q3: 33,897 shares; 2025Q4: 32,496 shares; 2026Q1: 29,965 shares; 2026Q2: 35,203 shares; 2026Q3: 31,292 shares 31,292 $5.1M 0.03% -3,911 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,635 shares; 2025Q1: 68,511 shares; 2025Q2: 69,198 shares; 2025Q3: 66,688 shares; 2025Q4: 67,313 shares; 2026Q1: 53,829 shares; 2026Q2: 149,640 shares; 2026Q3: 142,839 shares 142,839 $5.09M 0.03% -6,801 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,880 shares; 2025Q1: 61,028 shares; 2025Q2: 72,610 shares; 2025Q3: 78,894 shares; 2025Q4: 92,981 shares; 2026Q1: 175,295 shares; 2026Q2: 234,803 shares; 2026Q3: 257,078 shares 257,078 $5.08M 0.03% +22,275 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; 2024Q4: 32,343 shares; 2025Q1: 32,175 shares; 2025Q2: 30,930 shares; 2025Q3: 28,176 shares; 2025Q4: 26,993 shares; 2026Q1: 26,394 shares; 2026Q2: 26,674 shares; 2026Q3: 34,642 shares 34,642 $5.07M 0.03% +7,968 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,995 shares; 2026Q2: 35,900 shares; 2026Q3: 131,631 shares 131,631 $5.06M 0.03% +95,731 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,330 shares; 2025Q1: 35,149 shares; 2025Q2: 58,172 shares; 2025Q3: 41,364 shares; 2025Q4: 32,039 shares; 2026Q1: 27,388 shares; 2026Q2: 24,381 shares; 2026Q3: 22,603 shares 22,603 $5.03M 0.03% -1,778 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,480 shares; 2025Q2: 65,899 shares; 2025Q3: 44,412 shares; 2025Q4: 46,987 shares; 2026Q1: 46,182 shares; 2026Q2: 44,635 shares; 2026Q3: 44,613 shares 44,613 $5.02M 0.03% -22 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,205 shares; 2026Q1: 87,898 shares; 2026Q2: 95,292 shares; 2026Q3: 94,969 shares 94,969 $5M 0.03% -323 Timeline INCM 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; 2024Q4: 80,193 shares; 2025Q1: 93,009 shares; 2025Q2: 102,041 shares; 2025Q3: 111,999 shares; 2025Q4: 116,376 shares; 2026Q1: 144,519 shares; 2026Q2: 157,925 shares; 2026Q3: 174,719 shares 174,719 $4.97M 0.03% +16,794 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,574 shares; 2025Q1: 125,059 shares; 2025Q2: 106,671 shares; 2025Q3: 138,568 shares; 2025Q4: 133,210 shares; 2026Q1: 122,310 shares; 2026Q2: 125,420 shares; 2026Q3: 118,373 shares 118,373 $4.95M 0.03% -7,047 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,870 shares; 2025Q1: 35,360 shares; 2025Q2: 86,055 shares; 2025Q3: 89,925 shares; 2025Q4: 95,922 shares; 2026Q1: 105,898 shares; 2026Q2: 107,927 shares; 2026Q3: 109,620 shares 109,620 $4.89M 0.03% +1,693 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; 2024Q4: 4,658 shares; 2025Q1: 5,610 shares; 2025Q2: 5,450 shares; 2025Q3: 5,143 shares; 2025Q4: 9,744 shares; 2026Q1: 11,009 shares; 2026Q2: 33,824 shares; 2026Q3: 86,192 shares 86,192 $4.88M 0.03% +52,368 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,110 shares; 2025Q1: 86,878 shares; 2025Q2: 83,074 shares; 2025Q3: 77,712 shares; 2025Q4: 71,343 shares; 2026Q1: 60,072 shares; 2026Q2: 53,316 shares; 2026Q3: 51,497 shares 51,497 $4.85M 0.03% -1,819 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,837 shares; 2025Q4: 12,078 shares; 2026Q1: 16,561 shares; 2026Q2: 39,744 shares; 2026Q3: 144,552 shares 144,552 $4.84M 0.03% +104,808 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,292 shares; 2025Q1: 67,784 shares; 2025Q2: 74,696 shares; 2025Q3: 76,800 shares; 2025Q4: 80,179 shares; 2026Q1: 80,823 shares; 2026Q2: 106,930 shares; 2026Q3: 146,303 shares 146,303 $4.81M 0.02% +39,373 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,708 shares; 2026Q3: 143,977 shares 143,977 $4.81M 0.02% +110,269 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,232 shares; 2025Q1: 23,790 shares; 2025Q2: 22,770 shares; 2025Q3: 21,611 shares; 2025Q4: 17,860 shares; 2026Q1: 16,580 shares; 2026Q2: 68,074 shares; 2026Q3: 223,811 shares 223,811 $4.8M 0.02% +155,737 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,621 shares; 2025Q1: 74,478 shares; 2025Q2: 76,915 shares; 2025Q3: 79,889 shares; 2025Q4: 82,358 shares; 2026Q1: 83,677 shares; 2026Q2: 85,222 shares; 2026Q3: 81,189 shares 81,189 $4.71M 0.02% -4,033 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,449 shares; 2025Q1: 47,410 shares; 2025Q2: 43,909 shares; 2025Q3: 39,883 shares; 2025Q4: 39,546 shares; 2026Q1: 40,179 shares; 2026Q2: 40,218 shares; 2026Q3: 40,819 shares 40,819 $4.71M 0.02% +601 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,999 shares; 2025Q1: 48,345 shares; 2025Q2: 41,295 shares; 2025Q3: 43,180 shares; 2025Q4: 42,947 shares; 2026Q1: 41,754 shares; 2026Q2: 37,919 shares; 2026Q3: 38,966 shares 38,966 $4.68M 0.02% +1,047 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,715 shares; 2025Q1: 109,372 shares; 2025Q2: 130,842 shares; 2025Q3: 132,984 shares; 2025Q4: 118,126 shares; 2026Q1: 62,148 shares; 2026Q2: 61,167 shares; 2026Q3: 45,045 shares 45,045 $4.68M 0.02% -16,122 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,144 shares; 2025Q1: 34,121 shares; 2025Q2: 36,674 shares; 2025Q3: 38,350 shares; 2025Q4: 40,407 shares; 2026Q1: 43,702 shares; 2026Q2: 44,443 shares; 2026Q3: 46,809 shares 46,809 $4.65M 0.02% +2,366 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309,153 shares; 2025Q1: 331,205 shares; 2025Q2: 142,650 shares; 2025Q3: 126,462 shares; 2025Q4: 111,921 shares; 2026Q1: 88,825 shares; 2026Q2: 76,668 shares; 2026Q3: 77,830 shares 77,830 $4.63M 0.02% +1,162 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,097 shares; 2025Q3: 35,406 shares; 2025Q4: 47,603 shares; 2026Q1: 70,047 shares; 2026Q2: 77,589 shares; 2026Q3: 92,265 shares 92,265 $4.63M 0.02% +14,676 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,347 shares; 2025Q1: 20,369 shares; 2025Q2: 20,306 shares; 2025Q3: 25,214 shares; 2025Q4: 24,072 shares; 2026Q1: 23,927 shares; 2026Q2: 19,844 shares; 2026Q3: 19,482 shares 19,482 $4.63M 0.02% -362 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,466 shares; 2025Q1: 69,295 shares; 2025Q2: 72,662 shares; 2025Q3: 87,177 shares; 2025Q4: 86,143 shares; 2026Q1: 82,953 shares; 2026Q2: 79,589 shares; 2026Q3: 92,630 shares 92,630 $4.62M 0.02% +13,041 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,043 shares; 2025Q3: 52,619 shares; 2025Q4: 84,874 shares; 2026Q1: 102,398 shares; 2026Q2: 110,868 shares; 2026Q3: 123,942 shares 123,942 $4.59M 0.02% +13,074 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 35,096 shares; 2025Q2: 43,784 shares; 2025Q3: 41,119 shares; 2025Q4: 41,140 shares; 2026Q1: 41,150 shares; 2026Q2: 73,330 shares; 2026Q3: 75,414 shares 75,414 $4.57M 0.02% +2,084 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315,595 shares; 2025Q1: 22,388 shares; 2025Q2: 14,824 shares; 2025Q3: 11,225 shares; 2025Q4: 10,920 shares; 2026Q1: 12,264 shares; 2026Q2: 22,526 shares; 2026Q3: 28,907 shares 28,907 $4.56M 0.02% +6,381 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,741 shares; 2025Q1: 63,989 shares; 2025Q2: 61,578 shares; 2025Q3: 63,357 shares; 2025Q4: 61,662 shares; 2026Q1: 59,617 shares; 2026Q2: 59,733 shares; 2026Q3: 59,051 shares 59,051 $4.55M 0.02% -682 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,423 shares; 2025Q1: 9,806 shares; 2025Q2: 10,430 shares; 2025Q3: 10,724 shares; 2025Q4: 10,654 shares; 2026Q1: 11,436 shares; 2026Q2: 14,456 shares; 2026Q3: 15,141 shares 15,141 $4.54M 0.02% +685 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,258 shares; 2026Q1: 106,678 shares; 2026Q2: 117,369 shares; 2026Q3: 123,704 shares 123,704 $4.54M 0.02% +6,335 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; 2024Q4: 165,164 shares; 2025Q1: 169,684 shares; 2025Q2: 169,184 shares; 2025Q3: 161,419 shares; 2025Q4: 171,665 shares; 2026Q1: 83,820 shares; 2026Q2: 82,272 shares; 2026Q3: 81,029 shares 81,029 $4.42M 0.02% -1,243 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,864 shares; 2025Q1: 73,913 shares; 2025Q2: 73,370 shares; 2025Q3: 44,955 shares; 2025Q4: 25,481 shares; 2026Q1: 20,964 shares; 2026Q2: 15,398 shares; 2026Q3: 15,313 shares 15,313 $4.41M 0.02% -85 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,935 shares; 2025Q1: 5,728 shares; 2025Q2: 6,476 shares; 2025Q3: 15,804 shares; 2025Q4: 19,023 shares; 2026Q1: 21,852 shares; 2026Q2: 20,150 shares; 2026Q3: 21,067 shares 21,067 $4.37M 0.02% +917 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; 2024Q4: 25,829 shares; 2025Q1: 25,514 shares; 2025Q2: 25,517 shares; 2025Q3: 24,523 shares; 2025Q4: 24,345 shares; 2026Q1: 24,232 shares; 2026Q2: 24,274 shares; 2026Q3: 24,312 shares 24,312 $4.27M 0.02% +38 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; 2024Q4: 3,043 shares; 2025Q1: 5,580 shares; 2025Q2: 8,385 shares; 2025Q3: 8,717 shares; 2025Q4: 8,136 shares; 2026Q1: 8,899 shares; 2026Q2: 6,153 shares; 2026Q3: 7,876 shares 7,876 $4.24M 0.02% +1,723 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,297 shares; 2026Q2: 32,897 shares; 2026Q3: 26,189 shares 26,189 $4.23M 0.02% -6,708 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,101 shares; 2025Q1: 81,491 shares; 2025Q2: 78,094 shares; 2025Q3: 78,142 shares; 2025Q4: 76,554 shares; 2026Q1: 75,559 shares; 2026Q2: 75,842 shares; 2026Q3: 76,255 shares 76,255 $4.23M 0.02% +413 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,198 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares; 2026Q2: 2,123 shares; 2026Q3: 2,097 shares 2,097 $4.21M 0.02% -26 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,926 shares; 2026Q3: 98,939 shares 98,939 $4.2M 0.02% +83,013 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 870 shares; 2026Q1: 1,020 shares; 2026Q2: 11,428 shares; 2026Q3: 11,417 shares 11,417 $4.15M 0.02% -11 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194,087 shares; 2025Q1: 100,267 shares; 2025Q2: 106,526 shares; 2025Q3: 105,387 shares; 2025Q4: 88,868 shares; 2026Q1: 104,477 shares; 2026Q2: 129,636 shares; 2026Q3: 148,683 shares 148,683 $4.14M 0.02% +19,047 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,667 shares; 2025Q1: 5,147 shares; 2025Q2: 6,266 shares; 2025Q3: 6,464 shares; 2025Q4: 7,803 shares; 2026Q1: 8,522 shares; 2026Q2: 8,991 shares; 2026Q3: 9,102 shares 9,102 $4.13M 0.02% +111 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,539 shares; 2025Q1: 21,499 shares; 2025Q2: 21,824 shares; 2025Q3: 24,399 shares; 2025Q4: 32,002 shares; 2026Q1: 32,312 shares; 2026Q2: 46,011 shares; 2026Q3: 50,914 shares 50,914 $4.13M 0.02% +4,903 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,808 shares; 2025Q1: 25,332 shares; 2025Q2: 29,991 shares; 2025Q3: 18,138 shares; 2025Q4: 18,749 shares; 2026Q1: 19,593 shares; 2026Q2: 23,368 shares; 2026Q3: 21,917 shares 21,917 $4.12M 0.02% -1,451 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,039 shares; 2025Q3: 99,457 shares; 2025Q4: 101,207 shares; 2026Q1: 96,144 shares; 2026Q2: 99,699 shares; 2026Q3: 100,548 shares 100,548 $4.1M 0.02% +849 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,029 shares; 2025Q1: 26,672 shares; 2025Q2: 7,766 shares; 2025Q3: 8,119 shares; 2025Q4: 9,142 shares; 2026Q1: 8,962 shares; 2026Q2: 11,872 shares; 2026Q3: 12,891 shares 12,891 $4.09M 0.02% +1,019 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,689,336 shares; 2025Q4: 2,871,836 shares; 2026Q1: 2,892,808 shares; 2026Q2: 4,259,511 shares; 2026Q3: 4,248,410 shares 4,248,410 $4.08M 0.02% -11,101 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; 2024Q4: 79,123 shares; 2025Q1: 87,296 shares; 2025Q2: 97,684 shares; 2025Q3: 92,870 shares; 2025Q4: 89,740 shares; 2026Q1: 102,101 shares; 2026Q2: 108,772 shares; 2026Q3: 86,042 shares 86,042 $4.07M 0.02% -22,730 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,989 shares; 2026Q2: 3,078 shares; 2026Q3: 2,336 shares 2,336 $4.06M 0.02% -742 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,870 shares; 2025Q1: 67,746 shares; 2025Q2: 69,156 shares; 2025Q3: 66,331 shares; 2025Q4: 70,582 shares; 2026Q1: 74,567 shares; 2026Q2: 92,433 shares; 2026Q3: 87,169 shares 87,169 $4.04M 0.02% -5,264 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; 2024Q4: 71,097 shares; 2025Q1: 59,919 shares; 2025Q2: 43,587 shares; 2025Q3: 37,561 shares; 2025Q4: 40,204 shares; 2026Q1: 24,218 shares; 2026Q2: 24,476 shares; 2026Q3: 26,481 shares 26,481 $3.95M 0.02% +2,005 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,703 shares; 2025Q1: 5,314 shares; 2025Q2: 8,333 shares; 2025Q3: 9,051 shares; 2025Q4: 9,328 shares; 2026Q1: 10,613 shares; 2026Q2: 11,281 shares; 2026Q3: 10,830 shares 10,830 $3.93M 0.02% -451 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,668 shares; 2025Q1: 2,911 shares; 2025Q2: 2,904 shares; 2025Q3: 3,078 shares; 2025Q4: 3,515 shares; 2026Q1: 3,634 shares; 2026Q2: 15,868 shares; 2026Q3: 14,839 shares 14,839 $3.93M 0.02% -1,029 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; 2024Q4: 326,058 shares; 2025Q1: 284,288 shares; 2025Q2: 281,575 shares; 2025Q3: 206,559 shares; 2025Q4: 189,484 shares; 2026Q1: 172,315 shares; 2026Q2: 169,352 shares; 2026Q3: 159,804 shares 159,804 $3.9M 0.02% -9,548 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 224,754 shares; 2025Q1: 233,306 shares; 2025Q2: 239,764 shares; 2025Q3: 260,566 shares; 2025Q4: 280,828 shares; 2026Q1: 311,404 shares; 2026Q2: 364,945 shares; 2026Q3: 421,000 shares 421,000 $3.88M 0.02% +56,055 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,103 shares; 2025Q1: 18,693 shares; 2025Q2: 23,449 shares; 2025Q3: 21,914 shares; 2025Q4: 19,281 shares; 2026Q1: 19,998 shares; 2026Q2: 17,155 shares; 2026Q3: 17,432 shares 17,432 $3.87M 0.02% +277 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; 2024Q4: 31,431 shares; 2025Q1: 31,323 shares; 2025Q2: 32,763 shares; 2025Q3: 35,073 shares; 2025Q4: 44,054 shares; 2026Q1: 44,207 shares; 2026Q2: 42,561 shares; 2026Q3: 40,869 shares 40,869 $3.85M 0.02% -1,692 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,000 shares; 2025Q1: 28,200 shares; 2025Q2: 26,000 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares; 2026Q1: 24,401 shares; 2026Q2: 24,201 shares; 2026Q3: 23,801 shares 23,801 $3.85M 0.02% -400 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; 2024Q4: 1,094 shares; 2025Q1: 2,230 shares; 2025Q2: 2,348 shares; 2025Q3: 1,443 shares; 2025Q4: 9,521 shares; 2026Q1: 9,080 shares; 2026Q2: 10,722 shares; 2026Q3: 10,362 shares 10,362 $3.84M 0.02% -360 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,214 shares; 2025Q3: not reported; 2025Q4: 61,943 shares; 2026Q1: 62,530 shares; 2026Q2: 64,693 shares; 2026Q3: 65,151 shares 65,151 $3.83M 0.02% +458 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,881 shares; 2025Q1: 90,032 shares; 2025Q2: 88,896 shares; 2025Q3: 88,801 shares; 2025Q4: 88,012 shares; 2026Q1: 103,556 shares; 2026Q2: 104,576 shares; 2026Q3: 106,794 shares 106,794 $3.81M 0.02% +2,218 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,929 shares; 2025Q3: 132,929 shares; 2025Q4: 132,929 shares; 2026Q1: 132,950 shares; 2026Q2: 132,950 shares; 2026Q3: 132,950 shares 132,950 $3.75M 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,754 shares; 2025Q1: 29,540 shares; 2025Q2: 31,980 shares; 2025Q3: 35,668 shares; 2025Q4: 34,799 shares; 2026Q1: 34,751 shares; 2026Q2: 48,384 shares; 2026Q3: 26,729 shares 26,729 $3.7M 0.02% -21,655 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,591 shares; 2025Q1: 90,581 shares; 2025Q2: 95,873 shares; 2025Q3: 69,540 shares; 2025Q4: 69,502 shares; 2026Q1: 69,982 shares; 2026Q2: 84,934 shares; 2026Q3: 86,662 shares 86,662 $3.69M 0.02% +1,728 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; 2024Q4: 5,740 shares; 2025Q1: 6,674 shares; 2025Q2: 8,592 shares; 2025Q3: 10,151 shares; 2025Q4: 11,199 shares; 2026Q1: 14,266 shares; 2026Q2: 14,492 shares; 2026Q3: 16,240 shares 16,240 $3.61M 0.02% +1,748 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,224 shares; 2025Q1: 6,899 shares; 2025Q2: 6,738 shares; 2025Q3: 7,188 shares; 2025Q4: 9,704 shares; 2026Q1: 7,393 shares; 2026Q2: 28,198 shares; 2026Q3: 28,661 shares 28,661 $3.59M 0.02% +463 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; 2024Q4: 431 shares; 2025Q1: 559 shares; 2025Q2: 585 shares; 2025Q3: 573 shares; 2025Q4: 607 shares; 2026Q1: 19,225 shares; 2026Q2: 21,476 shares; 2026Q3: 21,810 shares 21,810 $3.55M 0.02% +334 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,856 shares; 2025Q1: 7,537 shares; 2025Q2: 31,410 shares; 2025Q3: 37,243 shares; 2025Q4: 41,733 shares; 2026Q1: 45,295 shares; 2026Q2: 42,824 shares; 2026Q3: 41,467 shares 41,467 $3.54M 0.02% -1,357 Timeline SDVY 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; 2024Q4: 26,827 shares; 2025Q1: 22,612 shares; 2025Q2: 25,158 shares; 2025Q3: 26,417 shares; 2025Q4: 86,749 shares; 2026Q1: 84,963 shares; 2026Q2: 85,088 shares; 2026Q3: 86,084 shares 86,084 $3.49M 0.02% +996 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,446 shares; 2026Q2: 146,101 shares; 2026Q3: 156,580 shares 156,580 $3.48M 0.02% +10,479 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,078 shares; 2025Q1: 9,051 shares; 2025Q2: 11,183 shares; 2025Q3: 11,117 shares; 2025Q4: 11,012 shares; 2026Q1: 11,863 shares; 2026Q2: 11,904 shares; 2026Q3: 9,240 shares 9,240 $3.47M 0.02% -2,664 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 66,660 shares 66,660 $3.47M 0.02% 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; 2024Q4: 13,859 shares; 2025Q1: 12,754 shares; 2025Q2: 13,321 shares; 2025Q3: 13,367 shares; 2025Q4: 13,587 shares; 2026Q1: 13,718 shares; 2026Q2: 13,543 shares; 2026Q3: 14,722 shares 14,722 $3.44M 0.02% +1,179 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,934 shares; 2025Q1: 20,777 shares; 2025Q2: 20,885 shares; 2025Q3: 20,523 shares; 2025Q4: 20,669 shares; 2026Q1: 20,490 shares; 2026Q2: 20,928 shares; 2026Q3: 22,118 shares 22,118 $3.43M 0.02% +1,190 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,883 shares; 2025Q1: 48,596 shares; 2025Q2: 48,160 shares; 2025Q3: 44,619 shares; 2025Q4: 45,587 shares; 2026Q1: 48,604 shares; 2026Q2: 33,171 shares; 2026Q3: 32,176 shares 32,176 $3.42M 0.02% -995 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,160 shares; 2025Q1: 59,908 shares; 2025Q2: 60,051 shares; 2025Q3: 59,194 shares; 2025Q4: 57,350 shares; 2026Q1: 44,372 shares; 2026Q2: 43,328 shares; 2026Q3: 43,484 shares 43,484 $3.39M 0.02% +156 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; 2024Q4: 42,619 shares; 2025Q1: 44,120 shares; 2025Q2: 41,756 shares; 2025Q3: 41,064 shares; 2025Q4: 42,667 shares; 2026Q1: 40,151 shares; 2026Q2: 39,412 shares; 2026Q3: 39,448 shares 39,448 $3.39M 0.02% +36 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,836 shares; 2025Q1: 59,583 shares; 2025Q2: 59,583 shares; 2025Q3: 59,583 shares; 2025Q4: 59,583 shares; 2026Q1: 59,583 shares; 2026Q2: 59,583 shares; 2026Q3: 59,583 shares 59,583 $3.36M 0.02% 0 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; 2024Q4: 43,623 shares; 2025Q1: 50,573 shares; 2025Q2: 51,514 shares; 2025Q3: 54,670 shares; 2025Q4: 56,030 shares; 2026Q1: 59,716 shares; 2026Q2: 65,088 shares; 2026Q3: 66,893 shares 66,893 $3.35M 0.02% +1,805 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,672 shares; 2025Q1: 4,775 shares; 2025Q2: 5,957 shares; 2025Q3: 6,615 shares; 2025Q4: 7,276 shares; 2026Q1: 10,878 shares; 2026Q2: 11,936 shares; 2026Q3: 14,536 shares 14,536 $3.35M 0.02% +2,600 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178,105 shares; 2025Q1: 28,559 shares; 2025Q2: 37,788 shares; 2025Q3: 35,074 shares; 2025Q4: 36,016 shares; 2026Q1: 43,538 shares; 2026Q2: 40,862 shares; 2026Q3: 47,454 shares 47,454 $3.32M 0.02% +6,592 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,393 shares; 2025Q1: 10,704 shares; 2025Q2: 11,317 shares; 2025Q3: 11,303 shares; 2025Q4: 11,880 shares; 2026Q1: 13,432 shares; 2026Q2: 14,343 shares; 2026Q3: 13,559 shares 13,559 $3.32M 0.02% -784 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; 2024Q4: 43,136 shares; 2025Q1: 43,744 shares; 2025Q2: 43,436 shares; 2025Q3: 43,587 shares; 2025Q4: 44,683 shares; 2026Q1: 43,956 shares; 2026Q2: 42,602 shares; 2026Q3: 38,773 shares 38,773 $3.31M 0.02% -3,829 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; 2024Q4: 111,425 shares; 2025Q1: 113,727 shares; 2025Q2: 114,577 shares; 2025Q3: 160,004 shares; 2025Q4: 160,324 shares; 2026Q1: 157,778 shares; 2026Q2: 153,227 shares; 2026Q3: 8,095 shares 8,095 $3.29M 0.02% -145,132 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,009 shares; 2025Q1: 25,089 shares; 2025Q2: 25,608 shares; 2025Q3: 29,788 shares; 2025Q4: 30,043 shares; 2026Q1: 32,939 shares; 2026Q2: 45,971 shares; 2026Q3: 65,084 shares 65,084 $3.28M 0.02% +19,113 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,534 shares; 2025Q1: 40,234 shares; 2025Q2: 39,934 shares; 2025Q3: 35,634 shares; 2025Q4: 34,709 shares; 2026Q1: 33,720 shares; 2026Q2: 24,115 shares; 2026Q3: 24,100 shares 24,100 $3.22M 0.02% -15 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; 2024Q4: 8,301 shares; 2025Q1: 9,207 shares; 2025Q2: 8,811 shares; 2025Q3: 8,339 shares; 2025Q4: 8,359 shares; 2026Q1: 8,419 shares; 2026Q2: 9,271 shares; 2026Q3: 9,056 shares 9,056 $3.22M 0.02% -215 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 935 shares; 2026Q1: 1,074 shares; 2026Q2: 3,291 shares; 2026Q3: 3,492 shares 3,492 $3.22M 0.02% +201 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; 2024Q4: 69,764 shares; 2025Q1: 78,423 shares; 2025Q2: 76,809 shares; 2025Q3: 74,663 shares; 2025Q4: 74,237 shares; 2026Q1: 63,825 shares; 2026Q2: 63,949 shares; 2026Q3: 65,316 shares 65,316 $3.21M 0.02% +1,367 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,303 shares; 2025Q1: 14,548 shares; 2025Q2: 14,764 shares; 2025Q3: 14,626 shares; 2025Q4: 37,420 shares; 2026Q1: 14,235 shares; 2026Q2: 86,636 shares; 2026Q3: 101,246 shares 101,246 $3.18M 0.02% +14,610 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,120 shares; 2025Q1: 36,631 shares; 2025Q2: 42,577 shares; 2025Q3: 44,924 shares; 2025Q4: 47,276 shares; 2026Q1: 47,211 shares; 2026Q2: 43,923 shares; 2026Q3: 44,262 shares 44,262 $3.16M 0.02% +339 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; 2024Q4: 57,574 shares; 2025Q1: 59,414 shares; 2025Q2: 61,889 shares; 2025Q3: 60,259 shares; 2025Q4: 51,841 shares; 2026Q1: 30,348 shares; 2026Q2: 27,654 shares; 2026Q3: 26,635 shares 26,635 $3.16M 0.02% -1,019 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,782 shares; 2025Q1: 18,578 shares; 2025Q2: 17,150 shares; 2025Q3: 17,878 shares; 2025Q4: 18,421 shares; 2026Q1: 19,913 shares; 2026Q2: 19,970 shares; 2026Q3: 22,158 shares 22,158 $3.15M 0.02% +2,188 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,985 shares; 2026Q2: 26,266 shares; 2026Q3: 28,052 shares 28,052 $3.14M 0.02% +1,786 Timeline TEVJF TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 78,817 shares 78,817 $3.12M 0.02% new Timeline HELO 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; 2024Q4: 17,157 shares; 2025Q1: 24,106 shares; 2025Q2: 28,629 shares; 2025Q3: 36,183 shares; 2025Q4: 38,395 shares; 2026Q1: 44,717 shares; 2026Q2: 41,267 shares; 2026Q3: 44,984 shares 44,984 $3.11M 0.02% +3,717 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,219 shares; 2025Q1: 20,173 shares; 2025Q2: 26,540 shares; 2025Q3: 36,795 shares; 2025Q4: 41,290 shares; 2026Q1: 44,660 shares; 2026Q2: 56,425 shares; 2026Q3: 62,796 shares 62,796 $3.1M 0.02% +6,371 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 215,291 shares 215,291 $3.1M 0.02% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,982 shares; 2025Q1: 21,773 shares; 2025Q2: 23,204 shares; 2025Q3: 22,983 shares; 2025Q4: 28,406 shares; 2026Q1: 28,274 shares; 2026Q2: 26,749 shares; 2026Q3: 26,092 shares 26,092 $3.09M 0.02% -657 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226,184 shares; 2025Q1: 215,309 shares; 2025Q2: 206,728 shares; 2025Q3: 204,077 shares; 2025Q4: 203,378 shares; 2026Q1: 167,224 shares; 2026Q2: 147,497 shares; 2026Q3: 151,605 shares 151,605 $3.09M 0.02% +4,108 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,069 shares; 2025Q1: 17,979 shares; 2025Q2: 14,532 shares; 2025Q3: 13,253 shares; 2025Q4: 13,189 shares; 2026Q1: 13,297 shares; 2026Q2: 13,514 shares; 2026Q3: 13,879 shares 13,879 $3.08M 0.02% +365 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,969 shares; 2025Q1: 36,966 shares; 2025Q2: 33,655 shares; 2025Q3: 39,209 shares; 2025Q4: 46,053 shares; 2026Q1: 51,786 shares; 2026Q2: 55,298 shares; 2026Q3: 65,480 shares 65,480 $3.04M 0.02% +10,182 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: 2,710 shares; 2026Q2: 2,944 shares; 2026Q3: 3,134 shares 3,134 $3.04M 0.02% +190 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,536 shares; 2026Q1: 13,184 shares; 2026Q2: 19,133 shares; 2026Q3: 19,275 shares 19,275 $3.04M 0.02% +142 Timeline DYNB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,514 shares; 2026Q1: 72,965 shares; 2026Q2: 87,986 shares; 2026Q3: 80,153 shares 80,153 $3.02M 0.02% -7,833 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,761 shares; 2025Q1: 6,698 shares; 2025Q2: 5,937 shares; 2025Q3: 5,986 shares; 2025Q4: 6,044 shares; 2026Q1: 5,987 shares; 2026Q2: 5,858 shares; 2026Q3: 5,993 shares 5,993 $2.99M 0.02% +135 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,094 shares; 2025Q1: 30,467 shares; 2025Q2: 30,496 shares; 2025Q3: 30,447 shares; 2025Q4: 29,929 shares; 2026Q1: 28,777 shares; 2026Q2: 27,457 shares; 2026Q3: 26,893 shares 26,893 $2.98M 0.02% -564 Timeline QQEW 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; 2024Q4: 29,703 shares; 2025Q1: 26,312 shares; 2025Q2: 24,284 shares; 2025Q3: 24,092 shares; 2025Q4: 23,044 shares; 2026Q1: 18,868 shares; 2026Q2: 19,168 shares; 2026Q3: 18,076 shares 18,076 $2.94M 0.02% -1,092 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,744 shares; 2025Q1: 55,515 shares; 2025Q2: 64,640 shares; 2025Q3: 59,903 shares; 2025Q4: 59,199 shares; 2026Q1: 41,571 shares; 2026Q2: 24,642 shares; 2026Q3: 35,256 shares 35,256 $2.92M 0.02% +10,614 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,637 shares; 2025Q1: 26,701 shares; 2025Q2: 50,952 shares; 2025Q3: 51,940 shares; 2025Q4: 50,188 shares; 2026Q1: 53,039 shares; 2026Q2: 57,578 shares; 2026Q3: 58,897 shares 58,897 $2.92M 0.02% +1,319 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; 2024Q4: 65,716 shares; 2025Q1: 70,125 shares; 2025Q2: 72,541 shares; 2025Q3: 74,742 shares; 2025Q4: 70,378 shares; 2026Q1: 54,446 shares; 2026Q2: 39,890 shares; 2026Q3: 41,304 shares 41,304 $2.91M 0.02% +1,414 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; 2024Q4: 19,444 shares; 2025Q1: 20,675 shares; 2025Q2: 21,458 shares; 2025Q3: 23,604 shares; 2025Q4: 30,218 shares; 2026Q1: 35,350 shares; 2026Q2: 49,028 shares; 2026Q3: 65,195 shares 65,195 $2.9M 0.02% +16,167 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,733 shares; 2025Q1: 95,387 shares; 2025Q2: 108,491 shares; 2025Q3: 111,588 shares; 2025Q4: 114,419 shares; 2026Q1: 123,807 shares; 2026Q2: 97,221 shares; 2026Q3: 81,915 shares 81,915 $2.9M 0.02% -15,306 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; 2024Q4: 8,062 shares; 2025Q1: 7,474 shares; 2025Q2: 31,056 shares; 2025Q3: 35,463 shares; 2025Q4: 27,895 shares; 2026Q1: 28,218 shares; 2026Q2: 23,840 shares; 2026Q3: 21,096 shares 21,096 $2.88M 0.01% -2,744 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,460 shares; 2025Q4: 54,780 shares; 2026Q1: 49,760 shares; 2026Q2: 51,813 shares; 2026Q3: 47,683 shares 47,683 $2.88M 0.01% -4,130 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,014 shares; 2025Q1: 16,510 shares; 2025Q2: 10,900 shares; 2025Q3: 10,068 shares; 2025Q4: 8,075 shares; 2026Q1: 3,244 shares; 2026Q2: 2,403 shares; 2026Q3: 4,715 shares 4,715 $2.87M 0.01% +2,312 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; 2024Q4: 20,839 shares; 2025Q1: 20,514 shares; 2025Q2: 20,439 shares; 2025Q3: 20,446 shares; 2025Q4: 20,572 shares; 2026Q1: 20,781 shares; 2026Q2: 21,016 shares; 2026Q3: 20,730 shares 20,730 $2.83M 0.01% -286 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,373 shares; 2025Q1: 6,125 shares; 2025Q2: 5,494 shares; 2025Q3: 5,423 shares; 2025Q4: 5,445 shares; 2026Q1: 5,248 shares; 2026Q2: 5,162 shares; 2026Q3: 5,541 shares 5,541 $2.82M 0.01% +379 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; 2024Q4: 31,011 shares; 2025Q1: 31,537 shares; 2025Q2: 31,591 shares; 2025Q3: 31,275 shares; 2025Q4: 29,956 shares; 2026Q1: 30,401 shares; 2026Q2: 33,216 shares; 2026Q3: 29,814 shares 29,814 $2.81M 0.01% -3,402 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,687 shares; 2025Q1: 46,270 shares; 2025Q2: 45,112 shares; 2025Q3: 42,728 shares; 2025Q4: 43,418 shares; 2026Q1: 51,317 shares; 2026Q2: 64,173 shares; 2026Q3: 63,518 shares 63,518 $2.8M 0.01% -655 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,334 shares; 2025Q1: 33,103 shares; 2025Q2: 32,962 shares; 2025Q3: 35,525 shares; 2025Q4: 33,790 shares; 2026Q1: 48,526 shares; 2026Q2: 44,985 shares; 2026Q3: 39,792 shares 39,792 $2.79M 0.01% -5,193 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; 2024Q4: 108,035 shares; 2025Q1: 109,151 shares; 2025Q2: 110,838 shares; 2025Q3: 112,515 shares; 2025Q4: 114,248 shares; 2026Q1: 115,466 shares; 2026Q2: 120,507 shares; 2026Q3: 140,717 shares 140,717 $2.78M 0.01% +20,210 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,740 shares; 2025Q1: 56,393 shares; 2025Q2: 64,843 shares; 2025Q3: 62,563 shares; 2025Q4: 217,897 shares; 2026Q1: 238,238 shares; 2026Q2: 283,960 shares; 2026Q3: 62,198 shares 62,198 $2.78M 0.01% -221,762 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,324 shares; 2026Q1: 289,205 shares; 2026Q2: 193,645 shares; 2026Q3: 217,179 shares 217,179 $2.72M 0.01% +23,534 Timeline KNG 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; 2024Q4: 19,326 shares; 2025Q1: 17,933 shares; 2025Q2: 9,600 shares; 2025Q3: 7,269 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,551 shares; 2026Q3: 56,551 shares 56,551 $2.72M 0.01% +18,000 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,412 shares; 2025Q4: 33,448 shares; 2026Q1: 32,823 shares; 2026Q2: 32,847 shares; 2026Q3: 42,695 shares 42,695 $2.72M 0.01% +9,848 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,898 shares; 2025Q1: 56,862 shares; 2025Q2: 58,098 shares; 2025Q3: 57,124 shares; 2025Q4: 59,954 shares; 2026Q1: 62,635 shares; 2026Q2: 63,542 shares; 2026Q3: 61,365 shares 61,365 $2.71M 0.01% -2,177 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,552 shares; 2025Q1: 71,832 shares; 2025Q2: 80,340 shares; 2025Q3: 22,042 shares; 2025Q4: 24,887 shares; 2026Q1: 7,892 shares; 2026Q2: 17,696 shares; 2026Q3: 25,389 shares 25,389 $2.7M 0.01% +7,693 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; 2024Q4: 9,597 shares; 2025Q1: 9,473 shares; 2025Q2: 9,960 shares; 2025Q3: 9,785 shares; 2025Q4: 9,847 shares; 2026Q1: 13,638 shares; 2026Q2: 23,449 shares; 2026Q3: 22,693 shares 22,693 $2.7M 0.01% -756 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; 2024Q4: 11,829 shares; 2025Q1: 13,657 shares; 2025Q2: 13,608 shares; 2025Q3: 14,940 shares; 2025Q4: 14,612 shares; 2026Q1: 10,749 shares; 2026Q2: not reported; 2026Q3: 61,570 shares 61,570 $2.69M 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,237 shares; 2025Q1: 49,965 shares; 2025Q2: 36,115 shares; 2025Q3: 38,636 shares; 2025Q4: 42,524 shares; 2026Q1: 45,647 shares; 2026Q2: 46,263 shares; 2026Q3: 28,487 shares 28,487 $2.69M 0.01% -17,776 Timeline