NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,201 shares; 2024Q4: 679,765 shares; 2025Q1: 880,386 shares; 2025Q2: 1,099,078 shares; 2025Q3: 1,500,493 shares; 2025Q4: 1,753,381 shares; 2026Q1: 1,957,352 shares; 2026Q2: 2,060,394 shares 2,060,394 $412M 6.04% +103,042 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842,162 shares; 2024Q4: 958,349 shares; 2025Q1: 997,825 shares; 2025Q2: 950,182 shares; 2025Q3: 985,960 shares; 2025Q4: 1,764,425 shares; 2026Q1: 1,766,694 shares; 2026Q2: 1,794,452 shares 1,794,452 $394M 5.77% +27,758 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,719,885 shares; 2024Q4: 2,881,182 shares; 2025Q1: 3,190,711 shares; 2025Q2: 3,328,573 shares; 2025Q3: 3,487,855 shares; 2025Q4: 6,444,572 shares; 2026Q1: 6,839,909 shares; 2026Q2: 7,891,119 shares 7,891,119 $391M 5.73% +1,051,210 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960,518 shares; 2024Q4: 995,986 shares; 2025Q1: 1,019,904 shares; 2025Q2: 1,031,275 shares; 2025Q3: 1,030,720 shares; 2025Q4: 974,177 shares; 2026Q1: 960,399 shares; 2026Q2: 931,613 shares 931,613 $319M 4.68% -28,786 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545,676 shares; 2024Q4: 3,729,095 shares; 2025Q1: 3,877,740 shares; 2025Q2: 4,084,092 shares; 2025Q3: 4,300,563 shares; 2025Q4: 4,653,452 shares; 2026Q1: 4,890,809 shares; 2026Q2: 5,146,018 shares 5,146,018 $258M 3.79% +255,209 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087,209 shares; 2024Q4: 2,156,665 shares; 2025Q1: 2,170,568 shares; 2025Q2: 2,256,378 shares; 2025Q3: 2,336,613 shares; 2025Q4: 2,429,096 shares; 2026Q1: 2,738,923 shares; 2026Q2: 2,877,812 shares 2,877,812 $227M 3.33% +138,889 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,474,894 shares; 2024Q4: 2,635,288 shares; 2025Q1: 2,762,034 shares; 2025Q2: 2,730,157 shares; 2025Q3: 2,881,660 shares; 2025Q4: 3,058,248 shares; 2026Q1: 3,194,495 shares; 2026Q2: 3,355,094 shares 3,355,094 $185M 2.7% +160,599 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,763 shares; 2024Q4: 454,544 shares; 2025Q1: 495,101 shares; 2025Q2: 592,479 shares; 2025Q3: 602,915 shares; 2025Q4: 620,346 shares; 2026Q1: 612,419 shares; 2026Q2: 620,743 shares 620,743 $180M 2.63% +8,324 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625,618 shares; 2024Q4: 1,650,434 shares; 2025Q1: 1,698,418 shares; 2025Q2: 1,758,294 shares; 2025Q3: 1,766,844 shares; 2025Q4: 1,941,744 shares; 2026Q1: 1,984,690 shares; 2026Q2: 2,028,593 shares 2,028,593 $168M 2.46% +43,903 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584,275 shares; 2024Q4: 1,653,265 shares; 2025Q1: 1,713,962 shares; 2025Q2: 1,818,826 shares; 2025Q3: 1,871,231 shares; 2025Q4: 1,928,740 shares; 2026Q1: 2,009,214 shares; 2026Q2: 2,134,694 shares 2,134,694 $163M 2.39% +125,480 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184,341 shares; 2024Q4: 1,229,252 shares; 2025Q1: 1,249,562 shares; 2025Q2: 1,288,855 shares; 2025Q3: 1,323,030 shares; 2025Q4: 1,370,668 shares; 2026Q1: 1,391,592 shares; 2026Q2: 1,454,830 shares 1,454,830 $120M 1.76% +63,238 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,759,499 shares; 2024Q4: 1,839,267 shares; 2025Q1: 1,858,815 shares; 2025Q2: 1,824,444 shares; 2025Q3: 1,834,355 shares; 2025Q4: 1,807,792 shares; 2026Q1: 1,785,481 shares; 2026Q2: 1,835,877 shares 1,835,877 $99.2M 1.45% +50,396 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,263 shares; 2024Q4: 191,443 shares; 2025Q1: 198,941 shares; 2025Q2: 208,507 shares; 2025Q3: 227,352 shares; 2025Q4: 229,603 shares; 2026Q1: 220,717 shares; 2026Q2: 229,490 shares 229,490 $85.6M 1.25% +8,773 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,771 shares; 2024Q4: 89,942 shares; 2025Q1: 91,495 shares; 2025Q2: 97,956 shares; 2025Q3: 96,673 shares; 2025Q4: 98,688 shares; 2026Q1: 96,441 shares; 2026Q2: 103,930 shares 103,930 $77.6M 1.14% +7,489 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,615 shares; 2025Q4: 723,464 shares; 2026Q1: 1,021,046 shares; 2026Q2: 1,160,231 shares 1,160,231 $76.6M 1.12% +139,185 Timeline DFMC DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,154,128 shares; 2026Q2: 1,238,052 shares 1,238,052 $75.6M 1.11% +83,924 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,873 shares; 2024Q4: 181,727 shares; 2025Q1: 200,562 shares; 2025Q2: 213,208 shares; 2025Q3: 265,964 shares; 2025Q4: 295,078 shares; 2026Q1: 295,610 shares; 2026Q2: 313,948 shares 313,948 $74.8M 1.1% +18,338 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,987 shares; 2024Q4: 284,417 shares; 2025Q1: 292,724 shares; 2025Q2: 349,987 shares; 2025Q3: 346,440 shares; 2025Q4: 342,402 shares; 2026Q1: 340,165 shares; 2026Q2: 336,297 shares 336,297 $73.3M 1.07% -3,868 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906,854 shares; 2024Q4: 964,855 shares; 2025Q1: 980,132 shares; 2025Q2: 1,012,783 shares; 2025Q3: 1,047,642 shares; 2025Q4: 1,106,747 shares; 2026Q1: 1,150,169 shares; 2026Q2: 1,212,961 shares 1,212,961 $70.6M 1.03% +62,792 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,628 shares; 2024Q4: 527,225 shares; 2025Q1: 558,746 shares; 2025Q2: 578,543 shares; 2025Q3: 594,022 shares; 2025Q4: 612,414 shares; 2026Q1: 630,579 shares; 2026Q2: 663,940 shares 663,940 $68.4M 1% +33,361 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,238 shares; 2024Q4: 100,229 shares; 2025Q1: 146,928 shares; 2025Q2: 140,610 shares; 2025Q3: 158,167 shares; 2025Q4: 151,433 shares; 2026Q1: 170,449 shares; 2026Q2: 184,231 shares 184,231 $65.1M 0.95% +13,782 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846,284 shares; 2024Q4: 858,363 shares; 2025Q1: 888,370 shares; 2025Q2: 922,479 shares; 2025Q3: 906,255 shares; 2025Q4: 918,385 shares; 2026Q1: 914,073 shares; 2026Q2: 922,732 shares 922,732 $64.5M 0.95% +8,659 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748,107 shares; 2024Q4: 838,833 shares; 2025Q1: 869,542 shares; 2025Q2: 910,398 shares; 2025Q3: 898,707 shares; 2025Q4: 908,989 shares; 2026Q1: 898,925 shares; 2026Q2: 899,556 shares 899,556 $64.1M 0.94% +631 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,302 shares; 2024Q4: 83,468 shares; 2025Q1: 84,062 shares; 2025Q2: 89,829 shares; 2025Q3: 104,570 shares; 2025Q4: 106,942 shares; 2026Q1: 105,894 shares; 2026Q2: 109,412 shares 109,412 $61.6M 0.9% +3,518 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,315 shares; 2024Q4: 372,106 shares; 2025Q1: 415,462 shares; 2025Q2: 429,952 shares; 2025Q3: 442,297 shares; 2025Q4: 463,944 shares; 2026Q1: 475,778 shares; 2026Q2: 481,100 shares 481,100 $56.5M 0.83% +5,322 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,445 shares; 2024Q4: 265,788 shares; 2025Q1: 293,428 shares; 2025Q2: 329,958 shares; 2025Q3: 361,072 shares; 2025Q4: 394,769 shares; 2026Q1: 414,659 shares; 2026Q2: 444,573 shares 444,573 $55.5M 0.81% +29,914 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,682 shares; 2024Q4: 371,960 shares; 2025Q1: 381,335 shares; 2025Q2: 387,069 shares; 2025Q3: 402,241 shares; 2025Q4: 429,304 shares; 2026Q1: 455,462 shares; 2026Q2: 479,864 shares 479,864 $46.3M 0.68% +24,402 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559,918 shares; 2024Q4: 589,540 shares; 2025Q1: 641,899 shares; 2025Q2: 698,854 shares; 2025Q3: 728,102 shares; 2025Q4: 777,154 shares; 2026Q1: 857,100 shares; 2026Q2: 951,415 shares 951,415 $45.8M 0.67% +94,315 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,649 shares; 2024Q4: 36,258 shares; 2025Q1: 66,084 shares; 2025Q2: 81,019 shares; 2025Q3: 87,771 shares; 2025Q4: 94,293 shares; 2026Q1: 98,751 shares; 2026Q2: 105,429 shares 105,429 $39.8M 0.58% +6,678 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,273 shares; 2024Q4: 5,075 shares; 2025Q1: 3,197 shares; 2025Q2: 17,557 shares; 2025Q3: 30,737 shares; 2025Q4: 29,621 shares; 2026Q1: 32,405 shares; 2026Q2: 31,930 shares 31,930 $36.9M 0.54% -475 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,767 shares; 2024Q4: 64,393 shares; 2025Q1: 58,915 shares; 2025Q2: 68,902 shares; 2025Q3: 65,823 shares; 2025Q4: 77,747 shares; 2026Q1: 78,722 shares; 2026Q2: 85,663 shares 85,663 $36M 0.53% +6,941 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,161 shares; 2024Q4: 74,332 shares; 2025Q1: 67,940 shares; 2025Q2: 61,182 shares; 2025Q3: 82,158 shares; 2025Q4: 83,452 shares; 2026Q1: 85,872 shares; 2026Q2: 83,245 shares 83,245 $35.9M 0.53% -2,627 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,376 shares; 2024Q4: 829,109 shares; 2025Q1: 965,070 shares; 2025Q2: 955,803 shares; 2025Q3: 1,057,450 shares; 2025Q4: 1,152,306 shares; 2026Q1: 1,132,786 shares; 2026Q2: 1,243,692 shares 1,243,692 $34.5M 0.5% +110,906 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; 2024Q3: 2,737,038 shares; 2024Q4: 2,850,416 shares; 2025Q1: 3,004,022 shares; 2025Q2: 3,145,151 shares; 2025Q3: 3,310,477 shares; 2025Q4: 3,522,304 shares; 2026Q1: 1,487,531 shares; 2026Q2: 1,314,467 shares 1,314,467 $32.9M 0.48% -173,064 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78,823 shares; 2025Q1: 28,561 shares; 2025Q2: 24,404 shares; 2025Q3: 69,549 shares; 2025Q4: 67,776 shares; 2026Q1: 75,637 shares; 2026Q2: 73,978 shares 73,978 $32.1M 0.47% -1,659 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,036 shares; 2024Q4: 71,539 shares; 2025Q1: 70,814 shares; 2025Q2: 76,355 shares; 2025Q3: 79,218 shares; 2025Q4: 77,360 shares; 2026Q1: 84,338 shares; 2026Q2: 89,371 shares 89,371 $31.9M 0.47% +5,033 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,194 shares; 2024Q4: 54,228 shares; 2025Q1: 62,570 shares; 2025Q2: 63,051 shares; 2025Q3: 88,766 shares; 2025Q4: 80,459 shares; 2026Q1: 77,227 shares; 2026Q2: 86,300 shares 86,300 $31.9M 0.47% +9,073 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,061 shares; 2024Q4: 115,912 shares; 2025Q1: 123,224 shares; 2025Q2: 132,699 shares; 2025Q3: 132,274 shares; 2025Q4: 130,954 shares; 2026Q1: 128,493 shares; 2026Q2: 131,099 shares 131,099 $31.9M 0.47% +2,606 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,281 shares; 2024Q4: 217,513 shares; 2025Q1: 218,687 shares; 2025Q2: 214,963 shares; 2025Q3: 214,060 shares; 2025Q4: 211,317 shares; 2026Q1: 206,351 shares; 2026Q2: 205,418 shares 205,418 $31.7M 0.46% -933 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745,674 shares; 2024Q4: 754,475 shares; 2025Q1: 734,756 shares; 2025Q2: 725,156 shares; 2025Q3: 716,143 shares; 2025Q4: 715,356 shares; 2026Q1: 710,928 shares; 2026Q2: 705,804 shares 705,804 $31.3M 0.46% -5,124 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,898 shares; 2024Q4: 21,075 shares; 2025Q1: 25,085 shares; 2025Q2: 29,804 shares; 2025Q3: 33,624 shares; 2025Q4: 55,112 shares; 2026Q1: 55,543 shares; 2026Q2: 53,576 shares 53,576 $31.1M 0.46% -1,967 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,990 shares; 2024Q4: 686,129 shares; 2025Q1: 712,534 shares; 2025Q2: 1,090,452 shares; 2025Q3: 1,075,445 shares; 2025Q4: 1,130,533 shares; 2026Q1: 1,052,984 shares; 2026Q2: 1,053,827 shares 1,053,827 $31M 0.45% +843 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,727 shares; 2024Q4: 26,843 shares; 2025Q1: 61,529 shares; 2025Q2: 68,405 shares; 2025Q3: 75,686 shares; 2025Q4: 81,399 shares; 2026Q1: 86,802 shares; 2026Q2: 90,555 shares 90,555 $29.6M 0.43% +3,753 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,266 shares; 2024Q4: 295,067 shares; 2025Q1: 290,948 shares; 2025Q2: 282,864 shares; 2025Q3: 283,859 shares; 2025Q4: 282,078 shares; 2026Q1: 281,817 shares; 2026Q2: 282,212 shares 282,212 $29M 0.43% +395 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,282 shares; 2025Q2: 708,946 shares; 2025Q3: 688,403 shares; 2025Q4: 669,656 shares; 2026Q1: 678,278 shares; 2026Q2: 691,936 shares 691,936 $28.9M 0.42% +13,658 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,235 shares; 2024Q4: 102,483 shares; 2025Q1: 114,362 shares; 2025Q2: 146,444 shares; 2025Q3: 145,805 shares; 2025Q4: 146,016 shares; 2026Q1: 140,664 shares; 2026Q2: 140,737 shares 140,737 $28.2M 0.41% +73 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,067 shares; 2024Q4: 44,787 shares; 2025Q1: 312,270 shares; 2025Q2: 322,451 shares; 2025Q3: 325,933 shares; 2025Q4: 344,671 shares; 2026Q1: 359,259 shares; 2026Q2: 371,812 shares 371,812 $26.8M 0.39% +12,553 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,673 shares; 2024Q4: 69,940 shares; 2025Q1: 70,717 shares; 2025Q2: 72,709 shares; 2025Q3: 83,092 shares; 2025Q4: 85,758 shares; 2026Q1: 89,419 shares; 2026Q2: 97,516 shares 97,516 $26.7M 0.39% +8,097 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,029 shares; 2024Q4: 307,677 shares; 2025Q1: 299,415 shares; 2025Q2: 317,697 shares; 2025Q3: 322,275 shares; 2025Q4: 323,700 shares; 2026Q1: 317,343 shares; 2026Q2: 317,417 shares 317,417 $26.1M 0.38% +74 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,247 shares; 2024Q4: 62,657 shares; 2025Q1: 70,970 shares; 2025Q2: 107,518 shares; 2025Q3: 103,917 shares; 2025Q4: 106,121 shares; 2026Q1: 109,211 shares; 2026Q2: 104,019 shares 104,019 $26M 0.38% -5,192 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,112 shares; 2024Q4: 7,177 shares; 2025Q1: 126,592 shares; 2025Q2: 132,629 shares; 2025Q3: 155,519 shares; 2025Q4: 162,971 shares; 2026Q1: 173,975 shares; 2026Q2: 179,269 shares 179,269 $25.9M 0.38% +5,294 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,591 shares; 2025Q4: 48,461 shares; 2026Q1: 44,864 shares; 2026Q2: 40,566 shares 40,566 $25.9M 0.38% -4,298 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,144 shares; 2024Q4: 38,706 shares; 2025Q1: 39,885 shares; 2025Q2: 41,381 shares; 2025Q3: 48,651 shares; 2025Q4: 49,576 shares; 2026Q1: 52,217 shares; 2026Q2: 284,728 shares 284,728 $25M 0.37% +232,511 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,156 shares; 2024Q4: 48,986 shares; 2025Q1: 134,625 shares; 2025Q2: 137,684 shares; 2025Q3: 138,058 shares; 2025Q4: 133,676 shares; 2026Q1: 104,000 shares; 2026Q2: 95,162 shares 95,162 $24.3M 0.36% -8,838 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,722 shares; 2025Q1: 32,576 shares; 2025Q2: 35,862 shares; 2025Q3: 35,272 shares; 2025Q4: 34,158 shares; 2026Q1: 34,118 shares; 2026Q2: 33,334 shares 33,334 $23.8M 0.35% -784 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,045 shares; 2024Q4: 117,375 shares; 2025Q1: 137,953 shares; 2025Q2: 141,348 shares; 2025Q3: 161,867 shares; 2025Q4: 163,118 shares; 2026Q1: 172,116 shares; 2026Q2: 189,907 shares 189,907 $23.6M 0.35% +17,791 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061,134 shares; 2024Q4: 1,093,365 shares; 2025Q1: 1,075,906 shares; 2025Q2: 1,117,589 shares; 2025Q3: 1,121,163 shares; 2025Q4: 1,187,858 shares; 2026Q1: 1,239,522 shares; 2026Q2: 1,293,097 shares 1,293,097 $23.1M 0.34% +53,575 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,794 shares; 2024Q4: 23,642 shares; 2025Q1: 22,590 shares; 2025Q2: 22,702 shares; 2025Q3: 26,875 shares; 2025Q4: 28,078 shares; 2026Q1: 28,152 shares; 2026Q2: 31,215 shares 31,215 $23M 0.34% +3,063 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,233 shares; 2024Q4: 66,590 shares; 2025Q1: 73,230 shares; 2025Q2: 65,885 shares; 2025Q3: 73,407 shares; 2025Q4: 84,003 shares; 2026Q1: 89,256 shares; 2026Q2: 90,031 shares 90,031 $22.9M 0.34% +775 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,896 shares; 2024Q4: 328,136 shares; 2025Q1: 352,859 shares; 2025Q2: 374,205 shares; 2025Q3: 389,705 shares; 2025Q4: 418,381 shares; 2026Q1: 453,233 shares; 2026Q2: 500,022 shares 500,022 $22.4M 0.33% +46,789 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,522 shares; 2024Q4: 31,170 shares; 2025Q1: 30,210 shares; 2025Q2: 31,317 shares; 2025Q3: 23,197 shares; 2025Q4: 22,349 shares; 2026Q1: 21,521 shares; 2026Q2: 23,649 shares 23,649 $22.1M 0.32% +2,128 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,573 shares; 2024Q4: 92,819 shares; 2025Q1: 98,426 shares; 2025Q2: 101,760 shares; 2025Q3: 111,945 shares; 2025Q4: 126,408 shares; 2026Q1: 131,622 shares; 2026Q2: 144,071 shares 144,071 $21.4M 0.31% +12,449 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; 2024Q3: 92,843 shares; 2024Q4: 96,384 shares; 2025Q1: 101,675 shares; 2025Q2: 100,663 shares; 2025Q3: 113,170 shares; 2025Q4: 118,512 shares; 2026Q1: 121,428 shares; 2026Q2: 129,222 shares 129,222 $21.1M 0.31% +7,794 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,997 shares; 2025Q2: 33,728 shares; 2025Q3: 36,271 shares; 2025Q4: 37,653 shares; 2026Q1: 37,692 shares; 2026Q2: 41,899 shares 41,899 $21M 0.31% +4,207 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555,454 shares; 2024Q4: 569,208 shares; 2025Q1: 573,292 shares; 2025Q2: 606,409 shares; 2025Q3: 601,722 shares; 2025Q4: 605,433 shares; 2026Q1: 617,179 shares; 2026Q2: 636,366 shares 636,366 $20.4M 0.3% +19,187 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,271 shares; 2024Q4: 7,363 shares; 2025Q1: 12,860 shares; 2025Q2: 13,747 shares; 2025Q3: 14,588 shares; 2025Q4: 14,879 shares; 2026Q1: 16,309 shares; 2026Q2: 16,956 shares 16,956 $20.3M 0.3% +647 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,346 shares; 2024Q4: 392,218 shares; 2025Q1: 390,907 shares; 2025Q2: 386,763 shares; 2025Q3: 402,502 shares; 2025Q4: 409,247 shares; 2026Q1: 401,443 shares; 2026Q2: 402,854 shares 402,854 $20.1M 0.3% +1,411 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,451 shares; 2024Q4: 42,571 shares; 2025Q1: 191,802 shares; 2025Q2: 226,945 shares; 2025Q3: 173,644 shares; 2025Q4: 176,554 shares; 2026Q1: 176,267 shares; 2026Q2: 177,246 shares 177,246 $20.1M 0.29% +979 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,989 shares; 2024Q4: 67,341 shares; 2025Q1: 21,919 shares; 2025Q2: 19,420 shares; 2025Q3: 25,286 shares; 2025Q4: 24,011 shares; 2026Q1: 26,788 shares; 2026Q2: 27,556 shares 27,556 $19.9M 0.29% +768 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,331 shares; 2024Q4: 14,494 shares; 2025Q1: 20,433 shares; 2025Q2: 21,944 shares; 2025Q3: 25,783 shares; 2025Q4: 26,405 shares; 2026Q1: 26,894 shares; 2026Q2: 28,944 shares 28,944 $19.9M 0.29% +2,050 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,456 shares; 2024Q4: 54,183 shares; 2025Q1: 53,446 shares; 2025Q2: 53,468 shares; 2025Q3: 54,378 shares; 2025Q4: 53,246 shares; 2026Q1: 55,294 shares; 2026Q2: 55,237 shares 55,237 $19M 0.28% -57 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 905 shares; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 25,490 shares; 2025Q4: 26,484 shares; 2026Q1: 25,574 shares; 2026Q2: 25,100 shares 25,100 $18.1M 0.26% -474 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,891 shares; 2024Q4: 196,070 shares; 2025Q1: 190,663 shares; 2025Q2: 173,838 shares; 2025Q3: 173,177 shares; 2025Q4: 173,830 shares; 2026Q1: 170,271 shares; 2026Q2: 169,160 shares 169,160 $17.3M 0.25% -1,111 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,934 shares; 2024Q4: 254,053 shares; 2025Q1: 276,800 shares; 2025Q2: 295,512 shares; 2025Q3: 294,229 shares; 2025Q4: 292,666 shares; 2026Q1: 292,524 shares; 2026Q2: 288,101 shares 288,101 $17.2M 0.25% -4,423 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,812 shares; 2024Q4: 10,492 shares; 2025Q1: 12,875 shares; 2025Q2: 14,315 shares; 2025Q3: 14,356 shares; 2025Q4: 16,799 shares; 2026Q1: 16,237 shares; 2026Q2: 16,021 shares 16,021 $17.1M 0.25% -216 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,441 shares; 2024Q4: 10,624 shares; 2025Q1: 44,352 shares; 2025Q2: 48,474 shares; 2025Q3: 53,950 shares; 2025Q4: 53,798 shares; 2026Q1: 57,052 shares; 2026Q2: 60,158 shares 60,158 $16.9M 0.25% +3,106 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,637 shares; 2024Q4: 10,641 shares; 2025Q1: 109,466 shares; 2025Q2: 108,034 shares; 2025Q3: 90,156 shares; 2025Q4: 87,615 shares; 2026Q1: 90,971 shares; 2026Q2: 93,226 shares 93,226 $16.9M 0.25% +2,255 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,596 shares; 2024Q4: 53,053 shares; 2025Q1: 53,160 shares; 2025Q2: 56,566 shares; 2025Q3: 55,597 shares; 2025Q4: 53,725 shares; 2026Q1: 53,331 shares; 2026Q2: 53,368 shares 53,368 $16.2M 0.24% +37 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563,307 shares; 2024Q4: 588,477 shares; 2025Q1: 653,554 shares; 2025Q2: 662,657 shares; 2025Q3: 721,565 shares; 2025Q4: 467,279 shares; 2026Q1: 450,361 shares; 2026Q2: 440,417 shares 440,417 $16M 0.23% -9,944 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,449 shares; 2024Q4: 15,132 shares; 2025Q1: 18,534 shares; 2025Q2: 18,843 shares; 2025Q3: 21,565 shares; 2025Q4: 21,634 shares; 2026Q1: 22,371 shares; 2026Q2: 20,833 shares 20,833 $15.6M 0.23% -1,538 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,179 shares; 2024Q4: 51,555 shares; 2025Q1: 57,664 shares; 2025Q2: 62,564 shares; 2025Q3: 69,632 shares; 2025Q4: 70,003 shares; 2026Q1: 70,773 shares; 2026Q2: 76,209 shares 76,209 $15.1M 0.22% +5,436 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,918 shares; 2024Q4: 402,867 shares; 2025Q1: 430,514 shares; 2025Q2: 455,753 shares; 2025Q3: 461,940 shares; 2025Q4: 513,395 shares; 2026Q1: 429,202 shares; 2026Q2: 414,348 shares 414,348 $15M 0.22% -14,854 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,581 shares; 2024Q4: 49,478 shares; 2025Q1: 35,160 shares; 2025Q2: 34,566 shares; 2025Q3: 71,750 shares; 2025Q4: 137,497 shares; 2026Q1: 112,083 shares; 2026Q2: 105,510 shares 105,510 $14.7M 0.22% -6,573 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,788 shares; 2024Q4: 253,812 shares; 2025Q1: 257,404 shares; 2025Q2: 260,921 shares; 2025Q3: 267,417 shares; 2025Q4: 267,772 shares; 2026Q1: 262,528 shares; 2026Q2: 260,272 shares 260,272 $14.6M 0.21% -2,256 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,564 shares; 2024Q4: 10,630 shares; 2025Q1: 64,833 shares; 2025Q2: 70,309 shares; 2025Q3: 62,230 shares; 2025Q4: 50,376 shares; 2026Q1: 50,923 shares; 2026Q2: 64,290 shares 64,290 $14.4M 0.21% +13,367 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,102 shares; 2024Q4: 297,039 shares; 2025Q1: 298,342 shares; 2025Q2: 285,073 shares; 2025Q3: 282,761 shares; 2025Q4: 277,903 shares; 2026Q1: 271,331 shares; 2026Q2: 262,736 shares 262,736 $14.4M 0.21% -8,595 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,785 shares; 2024Q4: 184,562 shares; 2025Q1: 185,024 shares; 2025Q2: 194,041 shares; 2025Q3: 195,658 shares; 2025Q4: 183,078 shares; 2026Q1: 177,987 shares; 2026Q2: 182,808 shares 182,808 $13.6M 0.2% +4,821 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,345 shares; 2024Q4: 24,868 shares; 2025Q1: 29,692 shares; 2025Q2: 30,963 shares; 2025Q3: 33,250 shares; 2025Q4: 35,452 shares; 2026Q1: 35,611 shares; 2026Q2: 39,521 shares 39,521 $13.6M 0.2% +3,910 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,351 shares; 2024Q4: 74,223 shares; 2025Q1: 95,887 shares; 2025Q2: 101,971 shares; 2025Q3: 94,700 shares; 2025Q4: 92,113 shares; 2026Q1: 96,976 shares; 2026Q2: 97,608 shares 97,608 $13.3M 0.2% +632 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,913 shares; 2024Q4: 8,984 shares; 2025Q1: 70,237 shares; 2025Q2: 66,520 shares; 2025Q3: 40,612 shares; 2025Q4: 35,469 shares; 2026Q1: 34,066 shares; 2026Q2: 33,242 shares 33,242 $13.2M 0.19% -824 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,596 shares; 2024Q4: 25,004 shares; 2025Q1: 29,205 shares; 2025Q2: 31,567 shares; 2025Q3: 34,814 shares; 2025Q4: 35,940 shares; 2026Q1: 38,802 shares; 2026Q2: 42,929 shares 42,929 $13.1M 0.19% +4,127 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,548 shares; 2024Q4: 77,885 shares; 2025Q1: 73,891 shares; 2025Q2: 75,798 shares; 2025Q3: 74,150 shares; 2025Q4: 73,970 shares; 2026Q1: 73,375 shares; 2026Q2: 82,964 shares 82,964 $13.1M 0.19% +9,589 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,389 shares; 2024Q4: 401,608 shares; 2025Q1: 395,098 shares; 2025Q2: 390,508 shares; 2025Q3: 386,984 shares; 2025Q4: 383,747 shares; 2026Q1: 373,616 shares; 2026Q2: 373,856 shares 373,856 $13M 0.19% +240 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,659 shares; 2024Q4: 106,662 shares; 2025Q1: 121,989 shares; 2025Q2: 127,729 shares; 2025Q3: 227,868 shares; 2025Q4: 258,668 shares; 2026Q1: 283,119 shares; 2026Q2: 288,215 shares 288,215 $13M 0.19% +5,096 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,299 shares; 2025Q2: 201,299 shares; 2025Q3: 201,298 shares; 2025Q4: 198,399 shares; 2026Q1: 187,741 shares; 2026Q2: 187,741 shares 187,741 $12.2M 0.18% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,716 shares; 2024Q4: 10,647 shares; 2025Q1: 92,439 shares; 2025Q2: 91,487 shares; 2025Q3: 51,774 shares; 2025Q4: 44,929 shares; 2026Q1: 41,013 shares; 2026Q2: 39,444 shares 39,444 $11.8M 0.17% -1,569 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,267 shares; 2024Q4: 253,286 shares; 2025Q1: 256,703 shares; 2025Q2: 256,110 shares; 2025Q3: 263,816 shares; 2025Q4: 271,862 shares; 2026Q1: 267,291 shares; 2026Q2: 266,948 shares 266,948 $11.6M 0.17% -343 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,245 shares; 2024Q4: 104,832 shares; 2025Q1: 119,211 shares; 2025Q2: 119,273 shares; 2025Q3: 120,223 shares; 2025Q4: 119,535 shares; 2026Q1: 116,301 shares; 2026Q2: 125,674 shares 125,674 $11.6M 0.17% +9,373 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,900 shares; 2025Q2: 72,203 shares; 2025Q3: 67,988 shares; 2025Q4: 72,785 shares; 2026Q1: 77,233 shares; 2026Q2: 82,819 shares 82,819 $11.3M 0.17% +5,586 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,919 shares; 2024Q4: 58,547 shares; 2025Q1: 58,092 shares; 2025Q2: 64,424 shares; 2025Q3: 63,876 shares; 2025Q4: 62,473 shares; 2026Q1: 67,280 shares; 2026Q2: 67,340 shares 67,340 $11M 0.16% +60 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,218 shares; 2024Q4: 256,339 shares; 2025Q1: 251,698 shares; 2025Q2: 251,255 shares; 2025Q3: 248,780 shares; 2025Q4: 248,081 shares; 2026Q1: 246,631 shares; 2026Q2: 241,017 shares 241,017 $10.9M 0.16% -5,614 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,645 shares; 2024Q4: 200,874 shares; 2025Q1: 331,469 shares; 2025Q2: 332,242 shares; 2025Q3: 390,744 shares; 2025Q4: 435,024 shares; 2026Q1: 516,511 shares; 2026Q2: 522,355 shares 522,355 $10.8M 0.16% +5,844 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,785 shares; 2024Q4: 142,167 shares; 2025Q1: 61,118 shares; 2025Q2: 51,612 shares; 2025Q3: 78,494 shares; 2025Q4: 84,484 shares; 2026Q1: 85,969 shares; 2026Q2: 84,179 shares 84,179 $10.6M 0.16% -1,790 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,893 shares; 2024Q4: 4,869 shares; 2025Q1: 50,124 shares; 2025Q2: 57,005 shares; 2025Q3: 57,719 shares; 2025Q4: 59,786 shares; 2026Q1: 64,483 shares; 2026Q2: 68,821 shares 68,821 $10.4M 0.15% +4,338 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,846 shares; 2024Q4: 51,789 shares; 2025Q1: 47,559 shares; 2025Q2: 49,955 shares; 2025Q3: 54,121 shares; 2025Q4: 53,944 shares; 2026Q1: 62,155 shares; 2026Q2: 62,673 shares 62,673 $10.4M 0.15% +518 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,104 shares; 2024Q4: 222,898 shares; 2025Q1: 223,742 shares; 2025Q2: 214,955 shares; 2025Q3: 214,407 shares; 2025Q4: 216,919 shares; 2026Q1: 220,321 shares; 2026Q2: 221,483 shares 221,483 $10.2M 0.15% +1,162 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,856 shares; 2024Q4: 9,925 shares; 2025Q1: 11,655 shares; 2025Q2: 13,972 shares; 2025Q3: 17,147 shares; 2025Q4: 20,592 shares; 2026Q1: 21,103 shares; 2026Q2: 21,198 shares 21,198 $10.1M 0.15% +95 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,701 shares; 2024Q4: 231,142 shares; 2025Q1: 225,756 shares; 2025Q2: 198,224 shares; 2025Q3: 199,817 shares; 2025Q4: 197,812 shares; 2026Q1: 182,750 shares; 2026Q2: 186,924 shares 186,924 $9.86M 0.14% +4,174 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,933 shares; 2024Q4: 85,095 shares; 2025Q1: 39,026 shares; 2025Q2: 33,152 shares; 2025Q3: 33,374 shares; 2025Q4: 36,207 shares; 2026Q1: 37,968 shares; 2026Q2: 39,051 shares 39,051 $9.83M 0.14% +1,083 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,234 shares; 2024Q4: 4,256 shares; 2025Q1: 6,210 shares; 2025Q2: 7,886 shares; 2025Q3: 21,151 shares; 2025Q4: 22,269 shares; 2026Q1: 22,408 shares; 2026Q2: 23,024 shares 23,024 $9.81M 0.14% +616 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,955 shares; 2024Q4: 27,724 shares; 2025Q1: 31,678 shares; 2025Q2: 32,922 shares; 2025Q3: 31,702 shares; 2025Q4: 29,177 shares; 2026Q1: 64,800 shares; 2026Q2: 66,563 shares 66,563 $9.76M 0.14% +1,763 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,338 shares; 2024Q4: 3,627 shares; 2025Q1: 1,616 shares; 2025Q2: 1,413 shares; 2025Q3: 2,499 shares; 2025Q4: 2,669 shares; 2026Q1: 2,833 shares; 2026Q2: 3,034 shares 3,034 $9.7M 0.14% +201 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,612 shares; 2024Q4: 2,994 shares; 2025Q1: 67,235 shares; 2025Q2: 72,087 shares; 2025Q3: 69,172 shares; 2025Q4: 68,998 shares; 2026Q1: 69,865 shares; 2026Q2: 97,627 shares 97,627 $9.6M 0.14% +27,762 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,522 shares; 2024Q4: 17,451 shares; 2025Q1: 33,018 shares; 2025Q2: 38,104 shares; 2025Q3: 43,137 shares; 2025Q4: 45,472 shares; 2026Q1: 46,264 shares; 2026Q2: 49,636 shares 49,636 $9.42M 0.14% +3,372 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,742 shares; 2024Q4: 9,097 shares; 2025Q1: 9,369 shares; 2025Q2: 10,664 shares; 2025Q3: 11,570 shares; 2025Q4: 112,013 shares; 2026Q1: 123,240 shares; 2026Q2: 131,710 shares 131,710 $9.4M 0.14% +8,470 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,613 shares; 2024Q4: 6,624 shares; 2025Q1: 14,321 shares; 2025Q2: 9,971 shares; 2025Q3: 10,066 shares; 2025Q4: 11,613 shares; 2026Q1: 18,299 shares; 2026Q2: 108,216 shares 108,216 $9.32M 0.14% +89,917 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; 2024Q3: 139,540 shares; 2024Q4: 134,356 shares; 2025Q1: 131,040 shares; 2025Q2: 156,236 shares; 2025Q3: 172,645 shares; 2025Q4: 178,471 shares; 2026Q1: 195,571 shares; 2026Q2: 206,573 shares 206,573 $9.24M 0.14% +11,002 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,890 shares; 2025Q1: 46,111 shares; 2025Q2: 48,428 shares; 2025Q3: 44,911 shares; 2025Q4: 41,474 shares; 2026Q1: 41,579 shares; 2026Q2: 53,851 shares 53,851 $9.15M 0.13% +12,272 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,633 shares; 2024Q4: 18,027 shares; 2025Q1: 17,783 shares; 2025Q2: 18,717 shares; 2025Q3: 19,417 shares; 2025Q4: 22,393 shares; 2026Q1: 23,670 shares; 2026Q2: 23,687 shares 23,687 $8.35M 0.12% +17 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,335 shares; 2024Q4: 155,697 shares; 2025Q1: 136,266 shares; 2025Q2: 139,738 shares; 2025Q3: 142,299 shares; 2025Q4: 159,329 shares; 2026Q1: 168,403 shares; 2026Q2: 166,860 shares 166,860 $8M 0.12% -1,543 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,807 shares; 2024Q4: 100,994 shares; 2025Q1: 63,462 shares; 2025Q2: 55,834 shares; 2025Q3: 56,148 shares; 2025Q4: 56,553 shares; 2026Q1: 53,635 shares; 2026Q2: 52,606 shares 52,606 $7.71M 0.11% -1,029 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,070 shares; 2024Q4: 31,801 shares; 2025Q1: 10,590 shares; 2025Q2: 8,424 shares; 2025Q3: 10,009 shares; 2025Q4: 10,284 shares; 2026Q1: 9,942 shares; 2026Q2: 10,157 shares 10,157 $7.67M 0.11% +215 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,604 shares; 2025Q1: 273 shares; 2025Q2: 3,894 shares; 2025Q3: 47,068 shares; 2025Q4: 55,436 shares; 2026Q1: 69,858 shares; 2026Q2: 80,122 shares 80,122 $7.38M 0.11% +10,264 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: not reported; 2025Q1: 37,478 shares; 2025Q2: 39,075 shares; 2025Q3: 71,714 shares; 2025Q4: 76,217 shares; 2026Q1: 78,935 shares; 2026Q2: 77,537 shares 77,537 $7.24M 0.11% -1,398 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,177 shares; 2025Q4: 4,699 shares; 2026Q1: 5,235 shares; 2026Q2: 5,110 shares 5,110 $7.06M 0.1% -125 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,687 shares; 2024Q4: 72,456 shares; 2025Q1: 72,534 shares; 2025Q2: 75,283 shares; 2025Q3: 78,985 shares; 2025Q4: 84,453 shares; 2026Q1: 83,687 shares; 2026Q2: 82,246 shares 82,246 $6.77M 0.1% -1,441 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,430 shares; 2024Q4: 9,597 shares; 2025Q1: 15,891 shares; 2025Q2: 17,022 shares; 2025Q3: 41,053 shares; 2025Q4: 40,480 shares; 2026Q1: 33,942 shares; 2026Q2: 36,493 shares 36,493 $6.74M 0.1% +2,551 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,475 shares; 2024Q4: 249,956 shares; 2025Q1: 225,916 shares; 2025Q2: 212,799 shares; 2025Q3: 191,495 shares; 2025Q4: 192,116 shares; 2026Q1: 188,946 shares; 2026Q2: 223,676 shares 223,676 $6.71M 0.1% +34,730 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,490 shares; 2024Q4: 228,763 shares; 2025Q1: 203,001 shares; 2025Q2: 209,119 shares; 2025Q3: 213,352 shares; 2025Q4: 206,531 shares; 2026Q1: 202,653 shares; 2026Q2: 199,330 shares 199,330 $6.67M 0.1% -3,323 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,283 shares; 2024Q4: 124,273 shares; 2025Q1: 122,891 shares; 2025Q2: 125,718 shares; 2025Q3: 126,274 shares; 2025Q4: 124,743 shares; 2026Q1: 125,189 shares; 2026Q2: 123,112 shares 123,112 $6.62M 0.1% -2,077 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,403 shares; 2024Q4: 87,530 shares; 2025Q1: 113,199 shares; 2025Q2: 115,188 shares; 2025Q3: 111,063 shares; 2025Q4: 111,344 shares; 2026Q1: 111,224 shares; 2026Q2: 114,822 shares 114,822 $6.54M 0.1% +3,598 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,174 shares; 2024Q4: 93,519 shares; 2025Q1: 121,082 shares; 2025Q2: 120,000 shares; 2025Q3: 225,116 shares; 2025Q4: 223,489 shares; 2026Q1: 218,927 shares; 2026Q2: 223,497 shares 223,497 $6.47M 0.09% +4,570 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,812 shares; 2024Q4: 5,067 shares; 2025Q1: 1,606 shares; 2025Q2: 1,252 shares; 2025Q3: 6,066 shares; 2025Q4: 7,205 shares; 2026Q1: 7,738 shares; 2026Q2: 7,639 shares 7,639 $6.34M 0.09% -99 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,553 shares; 2024Q4: 37,213 shares; 2025Q1: 34,305 shares; 2025Q2: 29,494 shares; 2025Q3: 28,104 shares; 2025Q4: 37,930 shares; 2026Q1: 45,169 shares; 2026Q2: 48,777 shares 48,777 $6.27M 0.09% +3,608 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,212 shares; 2025Q2: 99,592 shares; 2025Q3: 112,630 shares; 2025Q4: 112,008 shares; 2026Q1: 113,729 shares; 2026Q2: 112,164 shares 112,164 $6.23M 0.09% -1,565 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,223 shares; 2025Q1: 14,400 shares; 2025Q2: 15,151 shares; 2025Q3: 15,949 shares; 2025Q4: 19,240 shares; 2026Q1: 20,321 shares; 2026Q2: 16,489 shares 16,489 $6.16M 0.09% -3,832 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,119 shares; 2024Q4: 586,856 shares; 2025Q1: 578,953 shares; 2025Q2: 549,509 shares; 2025Q3: 576,876 shares; 2025Q4: 585,312 shares; 2026Q1: 315,994 shares; 2026Q2: 236,639 shares 236,639 $6.02M 0.09% -79,355 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,980 shares; 2024Q4: 10,364 shares; 2025Q1: 10,919 shares; 2025Q2: 12,747 shares; 2025Q3: 14,249 shares; 2025Q4: 14,196 shares; 2026Q1: 14,709 shares; 2026Q2: 16,085 shares 16,085 $5.88M 0.09% +1,376 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,403 shares; 2024Q4: 43,403 shares; 2025Q1: 45,141 shares; 2025Q2: 42,541 shares; 2025Q3: 42,541 shares; 2025Q4: 42,541 shares; 2026Q1: 42,541 shares; 2026Q2: 43,034 shares 43,034 $5.88M 0.09% +493 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,280 shares; 2024Q4: 3,330 shares; 2025Q1: 25,032 shares; 2025Q2: 25,314 shares; 2025Q3: 30,924 shares; 2025Q4: 27,083 shares; 2026Q1: 34,054 shares; 2026Q2: 34,627 shares 34,627 $5.81M 0.09% +573 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,632 shares; 2025Q1: 3,440 shares; 2025Q2: 3,982 shares; 2025Q3: 4,143 shares; 2025Q4: 4,314 shares; 2026Q1: 5,488 shares; 2026Q2: 4,883 shares 4,883 $5.74M 0.08% -605 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,449 shares; 2024Q4: 52,471 shares; 2025Q1: 53,628 shares; 2025Q2: 48,371 shares; 2025Q3: 49,104 shares; 2025Q4: 49,001 shares; 2026Q1: 53,422 shares; 2026Q2: 52,579 shares 52,579 $5.66M 0.08% -843 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,891 shares; 2025Q4: 18,578 shares; 2026Q1: 23,584 shares; 2026Q2: 23,814 shares 23,814 $5.66M 0.08% +230 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,102 shares; 2024Q4: 55,395 shares; 2025Q1: 53,980 shares; 2025Q2: 51,092 shares; 2025Q3: 52,105 shares; 2025Q4: 52,757 shares; 2026Q1: 52,599 shares; 2026Q2: 52,643 shares 52,643 $5.6M 0.08% +44 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,317 shares; 2024Q4: 13,726 shares; 2025Q1: 17,100 shares; 2025Q2: 17,325 shares; 2025Q3: 17,486 shares; 2025Q4: 17,955 shares; 2026Q1: 19,698 shares; 2026Q2: 20,617 shares 20,617 $5.57M 0.08% +919 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,692 shares; 2024Q4: 39,086 shares; 2025Q1: 50,053 shares; 2025Q2: 53,683 shares; 2025Q3: 53,747 shares; 2025Q4: 52,130 shares; 2026Q1: 58,854 shares; 2026Q2: 67,333 shares 67,333 $5.47M 0.08% +8,479 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,011 shares; 2025Q1: 942 shares; 2025Q2: 925 shares; 2025Q3: 1,308 shares; 2025Q4: 1,409 shares; 2026Q1: 1,674 shares; 2026Q2: 17,941 shares 17,941 $5.41M 0.08% +16,267 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,775 shares; 2025Q4: 16,492 shares; 2026Q1: 17,115 shares; 2026Q2: 19,016 shares 19,016 $5.36M 0.08% +1,901 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 4,932 shares; 2025Q1: 5,402 shares; 2025Q2: 6,523 shares; 2025Q3: 7,783 shares; 2025Q4: 9,058 shares; 2026Q1: 9,603 shares; 2026Q2: 10,370 shares 10,370 $5.33M 0.08% +767 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,438 shares; 2024Q4: 40,680 shares; 2025Q1: 42,438 shares; 2025Q2: 41,989 shares; 2025Q3: 46,858 shares; 2025Q4: 46,537 shares; 2026Q1: 49,878 shares; 2026Q2: 52,091 shares 52,091 $5.32M 0.08% +2,213 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,637 shares; 2024Q4: 12,122 shares; 2025Q1: 14,029 shares; 2025Q2: 15,348 shares; 2025Q3: 14,885 shares; 2025Q4: 15,031 shares; 2026Q1: 18,784 shares; 2026Q2: 20,750 shares 20,750 $5.25M 0.08% +1,966 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,300 shares; 2025Q1: 8,011 shares; 2025Q2: 6,421 shares; 2025Q3: 6,273 shares; 2025Q4: 5,410 shares; 2026Q1: 5,419 shares; 2026Q2: 5,456 shares 5,456 $5.25M 0.08% +37 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,160 shares; 2024Q4: 8,016 shares; 2025Q1: 15,407 shares; 2025Q2: 17,444 shares; 2025Q3: 14,702 shares; 2025Q4: 13,949 shares; 2026Q1: 13,980 shares; 2026Q2: 15,479 shares 15,479 $5.24M 0.08% +1,499 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,477 shares; 2024Q4: 15,982 shares; 2025Q1: 17,736 shares; 2025Q2: 17,805 shares; 2025Q3: 22,196 shares; 2025Q4: 21,506 shares; 2026Q1: 22,434 shares; 2026Q2: 22,032 shares 22,032 $5.23M 0.08% -402 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,996 shares; 2024Q4: 139,400 shares; 2025Q1: 134,998 shares; 2025Q2: 120,583 shares; 2025Q3: 125,966 shares; 2025Q4: 128,692 shares; 2026Q1: 132,137 shares; 2026Q2: 128,207 shares 128,207 $5.22M 0.08% -3,930 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,021 shares; 2024Q4: 127,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157,722 shares 157,722 $5.05M 0.07% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,518 shares; 2025Q2: 30,858 shares; 2025Q3: 42,418 shares; 2025Q4: 43,221 shares; 2026Q1: 43,752 shares; 2026Q2: 43,722 shares 43,722 $5.02M 0.07% -30 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,025 shares; 2025Q2: 22,077 shares; 2025Q3: 22,506 shares; 2025Q4: 25,555 shares; 2026Q1: 27,516 shares; 2026Q2: 29,361 shares 29,361 $4.98M 0.07% +1,845 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,334 shares; 2024Q4: 118,810 shares; 2025Q1: 125,976 shares; 2025Q2: 130,135 shares; 2025Q3: 132,210 shares; 2025Q4: 129,699 shares; 2026Q1: 126,608 shares; 2026Q2: 125,417 shares 125,417 $4.98M 0.07% -1,191 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,567 shares; 2024Q4: 20,036 shares; 2025Q1: 74,846 shares; 2025Q2: 72,779 shares; 2025Q3: 78,169 shares; 2025Q4: 79,540 shares; 2026Q1: 82,927 shares; 2026Q2: 86,208 shares 86,208 $4.97M 0.07% +3,281 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,001 shares; 2024Q4: 37,135 shares; 2025Q1: 48,254 shares; 2025Q2: 47,274 shares; 2025Q3: 48,621 shares; 2025Q4: 51,691 shares; 2026Q1: 49,742 shares; 2026Q2: 48,316 shares 48,316 $4.94M 0.07% -1,426 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,723 shares; 2024Q4: 6,130 shares; 2025Q1: 25,607 shares; 2025Q2: 7,546 shares; 2025Q3: 7,546 shares; 2025Q4: 11,694 shares; 2026Q1: 11,966 shares; 2026Q2: 11,966 shares 11,966 $4.9M 0.07% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,316 shares; 2024Q4: 16,914 shares; 2025Q1: 14,837 shares; 2025Q2: 14,725 shares; 2025Q3: 17,555 shares; 2025Q4: 15,476 shares; 2026Q1: 14,012 shares; 2026Q2: 14,167 shares 14,167 $4.83M 0.07% +155 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,246 shares; 2024Q4: 63,334 shares; 2025Q1: 60,967 shares; 2025Q2: 60,730 shares; 2025Q3: 60,242 shares; 2025Q4: 60,242 shares; 2026Q1: 58,294 shares; 2026Q2: 58,358 shares 58,358 $4.78M 0.07% +64 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 4,075 shares; 2025Q1: 4,300 shares; 2025Q2: 4,347 shares; 2025Q3: 4,334 shares; 2025Q4: 4,211 shares; 2026Q1: 4,829 shares; 2026Q2: 4,888 shares 4,888 $4.78M 0.07% +59 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,985 shares; 2024Q4: 13,314 shares; 2025Q1: 11,657 shares; 2025Q2: 11,503 shares; 2025Q3: 11,993 shares; 2025Q4: 12,245 shares; 2026Q1: 11,822 shares; 2026Q2: 13,080 shares 13,080 $4.74M 0.07% +1,258 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,895 shares; 2024Q4: 60,432 shares; 2025Q1: 57,498 shares; 2025Q2: 56,768 shares; 2025Q3: 56,060 shares; 2025Q4: 56,114 shares; 2026Q1: 56,243 shares; 2026Q2: 56,451 shares 56,451 $4.73M 0.07% +208 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,718 shares; 2024Q4: 38,248 shares; 2025Q1: 13,185 shares; 2025Q2: 12,036 shares; 2025Q3: 25,174 shares; 2025Q4: 30,458 shares; 2026Q1: 33,531 shares; 2026Q2: 35,667 shares 35,667 $4.73M 0.07% +2,136 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,822 shares; 2024Q4: 2,495 shares; 2025Q1: 2,217 shares; 2025Q2: 3,105 shares; 2025Q3: 3,567 shares; 2025Q4: 3,430 shares; 2026Q1: 4,428 shares; 2026Q2: 4,639 shares 4,639 $4.69M 0.07% +211 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,727 shares; 2024Q4: 50,706 shares; 2025Q1: 51,774 shares; 2025Q2: 53,263 shares; 2025Q3: 69,491 shares; 2025Q4: 73,926 shares; 2026Q1: 79,095 shares; 2026Q2: 83,197 shares 83,197 $4.62M 0.07% +4,102 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,448 shares; 2024Q4: 197,111 shares; 2025Q1: 77,664 shares; 2025Q2: 68,419 shares; 2025Q3: 59,460 shares; 2025Q4: 53,350 shares; 2026Q1: 46,882 shares; 2026Q2: 46,696 shares 46,696 $4.53M 0.07% -186 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,094 shares; 2024Q4: 9,821 shares; 2025Q1: 29,931 shares; 2025Q2: 35,359 shares; 2025Q3: 37,181 shares; 2025Q4: 40,465 shares; 2026Q1: 42,739 shares; 2026Q2: 47,962 shares 47,962 $4.49M 0.07% +5,223 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,478 shares; 2024Q4: 2,722 shares; 2025Q1: 6,786 shares; 2025Q2: 3,898 shares; 2025Q3: 4,262 shares; 2025Q4: 4,318 shares; 2026Q1: 4,394 shares; 2026Q2: 37,551 shares 37,551 $4.49M 0.07% +33,157 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 7,310 shares; 2025Q1: 4,149 shares; 2025Q2: 4,452 shares; 2025Q3: 7,212 shares; 2025Q4: 7,796 shares; 2026Q1: 7,205 shares; 2026Q2: 7,055 shares 7,055 $4.48M 0.07% -150 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,874 shares; 2024Q4: 69,458 shares; 2025Q1: 69,359 shares; 2025Q2: 79,837 shares; 2025Q3: 96,071 shares; 2025Q4: 77,726 shares; 2026Q1: 113,265 shares; 2026Q2: 137,432 shares 137,432 $4.36M 0.06% +24,167 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,785 shares; 2024Q4: 35,455 shares; 2025Q1: 37,069 shares; 2025Q2: 35,496 shares; 2025Q3: 34,877 shares; 2025Q4: 35,974 shares; 2026Q1: 36,749 shares; 2026Q2: 36,733 shares 36,733 $4.29M 0.06% -16 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: 3,194 shares; 2025Q3: 24,985 shares; 2025Q4: 37,368 shares; 2026Q1: 39,846 shares; 2026Q2: 59,722 shares 59,722 $4.21M 0.06% +19,876 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,248 shares; 2025Q4: 26,124 shares; 2026Q1: 23,427 shares; 2026Q2: 33,153 shares 33,153 $4.21M 0.06% +9,726 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,497 shares; 2024Q4: 7,264 shares; 2025Q1: 10,075 shares; 2025Q2: 8,947 shares; 2025Q3: 8,585 shares; 2025Q4: 16,650 shares; 2026Q1: 20,197 shares; 2026Q2: 22,059 shares 22,059 $4.2M 0.06% +1,862 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,373 shares; 2025Q4: 77,517 shares; 2026Q1: 93,635 shares; 2026Q2: 94,629 shares 94,629 $4.12M 0.06% +994 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,299 shares; 2024Q4: 81,647 shares; 2025Q1: 80,799 shares; 2025Q2: 110,030 shares; 2025Q3: 109,782 shares; 2025Q4: 105,376 shares; 2026Q1: 108,045 shares; 2026Q2: 121,666 shares 121,666 $4.12M 0.06% +13,621 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,068 shares; 2024Q4: 11,122 shares; 2025Q1: 13,512 shares; 2025Q2: 15,416 shares; 2025Q3: 17,473 shares; 2025Q4: 16,297 shares; 2026Q1: 19,187 shares; 2026Q2: 18,934 shares 18,934 $4.1M 0.06% -253 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,879 shares; 2024Q4: 18,183 shares; 2025Q1: 18,675 shares; 2025Q2: 19,821 shares; 2025Q3: 19,435 shares; 2025Q4: 20,064 shares; 2026Q1: 34,822 shares; 2026Q2: 26,040 shares 26,040 $4.09M 0.06% -8,782 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,119 shares; 2025Q2: 6,734 shares; 2025Q3: 6,735 shares; 2025Q4: 13,946 shares; 2026Q1: 16,786 shares; 2026Q2: 16,346 shares 16,346 $3.96M 0.06% -440 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,592 shares; 2024Q4: 10,310 shares; 2025Q1: 12,352 shares; 2025Q2: 11,344 shares; 2025Q3: 13,126 shares; 2025Q4: 12,513 shares; 2026Q1: 13,167 shares; 2026Q2: 16,288 shares 16,288 $3.85M 0.06% +3,121 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,733 shares; 2025Q4: 34,934 shares; 2026Q1: 42,366 shares; 2026Q2: 50,428 shares 50,428 $3.76M 0.06% +8,062 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,128 shares; 2024Q4: 163,935 shares; 2025Q1: 157,459 shares; 2025Q2: 162,883 shares; 2025Q3: 161,982 shares; 2025Q4: 166,486 shares; 2026Q1: 162,140 shares; 2026Q2: 157,493 shares 157,493 $3.73M 0.05% -4,647 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 4,121 shares; 2025Q1: 22,609 shares; 2025Q2: 26,373 shares; 2025Q3: 28,542 shares; 2025Q4: 28,576 shares; 2026Q1: 26,952 shares; 2026Q2: 29,120 shares 29,120 $3.69M 0.05% +2,168 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,096 shares; 2024Q4: 30,276 shares; 2025Q1: 35,103 shares; 2025Q2: 33,234 shares; 2025Q3: 33,220 shares; 2025Q4: 47,385 shares; 2026Q1: 45,466 shares; 2026Q2: 47,292 shares 47,292 $3.68M 0.05% +1,826 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,335 shares; 2026Q1: 9,788 shares; 2026Q2: 10,482 shares 10,482 $3.67M 0.05% +694 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,574 shares; 2025Q3: 218,000 shares; 2025Q4: 211,285 shares; 2026Q1: 208,805 shares; 2026Q2: 208,572 shares 208,572 $3.62M 0.05% -233 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157,660 shares; 2025Q1: 175,430 shares; 2025Q2: 184,988 shares; 2025Q3: 188,338 shares; 2025Q4: 202,381 shares; 2026Q1: 208,302 shares; 2026Q2: 220,534 shares 220,534 $3.61M 0.05% +12,232 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,426 shares; 2024Q4: 21,030 shares; 2025Q1: 20,692 shares; 2025Q2: 20,354 shares; 2025Q3: 20,594 shares; 2025Q4: 21,201 shares; 2026Q1: 18,188 shares; 2026Q2: 18,369 shares 18,369 $3.5M 0.05% +181 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,779 shares; 2024Q4: 17,563 shares; 2025Q1: 15,970 shares; 2025Q2: 19,736 shares; 2025Q3: 22,238 shares; 2025Q4: 20,820 shares; 2026Q1: 17,164 shares; 2026Q2: 16,660 shares 16,660 $3.48M 0.05% -504 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,247 shares; 2024Q4: 164,495 shares; 2025Q1: 172,029 shares; 2025Q2: 177,772 shares; 2025Q3: 179,312 shares; 2025Q4: 181,561 shares; 2026Q1: 183,576 shares; 2026Q2: 186,569 shares 186,569 $3.47M 0.05% +2,993 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,049 shares; 2024Q4: 159,305 shares; 2025Q1: 165,204 shares; 2025Q2: 173,053 shares; 2025Q3: 174,553 shares; 2025Q4: 176,606 shares; 2026Q1: 175,813 shares; 2026Q2: 175,380 shares 175,380 $3.44M 0.05% -433 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,561 shares; 2024Q4: 152,532 shares; 2025Q1: 157,340 shares; 2025Q2: 163,331 shares; 2025Q3: 164,587 shares; 2025Q4: 165,722 shares; 2026Q1: 167,748 shares; 2026Q2: 168,456 shares 168,456 $3.43M 0.05% +708 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,798 shares; 2024Q4: 161,294 shares; 2025Q1: 166,880 shares; 2025Q2: 174,010 shares; 2025Q3: 174,506 shares; 2025Q4: 174,459 shares; 2026Q1: 175,187 shares; 2026Q2: 175,391 shares 175,391 $3.42M 0.05% +204 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,445 shares; 2024Q4: 97,529 shares; 2025Q1: 101,889 shares; 2025Q2: 107,688 shares; 2025Q3: 114,130 shares; 2025Q4: 116,521 shares; 2026Q1: 109,114 shares; 2026Q2: 110,049 shares 110,049 $3.42M 0.05% +935 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,149 shares; 2024Q4: 17,926 shares; 2025Q1: 38,617 shares; 2025Q2: 49,658 shares; 2025Q3: 48,645 shares; 2025Q4: 57,896 shares; 2026Q1: 68,319 shares; 2026Q2: 80,568 shares 80,568 $3.41M 0.05% +12,249 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,278 shares; 2024Q4: 16,826 shares; 2025Q1: 16,238 shares; 2025Q2: 16,802 shares; 2025Q3: 16,596 shares; 2025Q4: 16,599 shares; 2026Q1: 15,830 shares; 2026Q2: 15,406 shares 15,406 $3.41M 0.05% -424 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,694 shares; 2024Q4: 43,505 shares; 2025Q1: 6,840 shares; 2025Q2: 3,715 shares; 2025Q3: 17,769 shares; 2025Q4: 19,675 shares; 2026Q1: 19,643 shares; 2026Q2: 19,483 shares 19,483 $3.4M 0.05% -160 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,670 shares; 2024Q4: 181,942 shares; 2025Q1: 184,930 shares; 2025Q2: 190,900 shares; 2025Q3: 194,872 shares; 2025Q4: 197,517 shares; 2026Q1: 200,282 shares; 2026Q2: 203,903 shares 203,903 $3.39M 0.05% +3,621 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,791 shares; 2024Q4: 21,878 shares; 2025Q1: 19,007 shares; 2025Q2: 20,063 shares; 2025Q3: 20,366 shares; 2025Q4: 24,428 shares; 2026Q1: 21,005 shares; 2026Q2: 24,112 shares 24,112 $3.37M 0.05% +3,107 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,878 shares; 2025Q4: 26,681 shares; 2026Q1: 29,369 shares; 2026Q2: 31,381 shares 31,381 $3.36M 0.05% +2,012 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,171 shares; 2025Q2: 30,743 shares; 2025Q3: 37,765 shares; 2025Q4: 44,757 shares; 2026Q1: 50,667 shares; 2026Q2: 56,231 shares 56,231 $3.35M 0.05% +5,564 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,399 shares; 2025Q1: 853 shares; 2025Q2: 664 shares; 2025Q3: 600 shares; 2025Q4: 519 shares; 2026Q1: 528 shares; 2026Q2: 489 shares 489 $3.33M 0.05% -39 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,498 shares; 2024Q4: 12,738 shares; 2025Q1: 12,886 shares; 2025Q2: 23,769 shares; 2025Q3: 24,990 shares; 2025Q4: 23,768 shares; 2026Q1: 24,189 shares; 2026Q2: 24,189 shares 24,189 $3.33M 0.05% 0 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,044 shares; 2024Q4: 31,638 shares; 2025Q1: 29,692 shares; 2025Q2: 37,410 shares; 2025Q3: 36,365 shares; 2025Q4: 36,238 shares; 2026Q1: 35,823 shares; 2026Q2: 35,391 shares 35,391 $3.3M 0.05% -432 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 402 shares; 2025Q1: 468 shares; 2025Q2: 803 shares; 2025Q3: 1,036 shares; 2025Q4: 1,273 shares; 2026Q1: 1,307 shares; 2026Q2: 1,643 shares 1,643 $3.27M 0.05% +336 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,972 shares; 2024Q4: 20,183 shares; 2025Q1: 13,362 shares; 2025Q2: 16,260 shares; 2025Q3: 18,268 shares; 2025Q4: 21,985 shares; 2026Q1: 32,680 shares; 2026Q2: 27,800 shares 27,800 $3.24M 0.05% -4,880 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,390 shares; 2024Q4: 19,330 shares; 2025Q1: 26,279 shares; 2025Q2: 41,062 shares; 2025Q3: 39,392 shares; 2025Q4: 39,202 shares; 2026Q1: 38,296 shares; 2026Q2: 33,340 shares 33,340 $3.22M 0.05% -4,956 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,395 shares; 2026Q1: 151,772 shares; 2026Q2: 154,574 shares 154,574 $3.17M 0.05% +2,802 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,066 shares; 2024Q4: 159,016 shares; 2025Q1: 165,523 shares; 2025Q2: 158,145 shares; 2025Q3: 151,442 shares; 2025Q4: 162,611 shares; 2026Q1: 140,212 shares; 2026Q2: 136,632 shares 136,632 $3.16M 0.05% -3,580 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,637 shares; 2024Q4: 118,918 shares; 2025Q1: 112,732 shares; 2025Q2: 137,433 shares; 2025Q3: 123,627 shares; 2025Q4: 120,324 shares; 2026Q1: 76,290 shares; 2026Q2: 61,335 shares 61,335 $3.16M 0.05% -14,955 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 2,113 shares; 2025Q4: 3,823 shares; 2026Q1: 5,744 shares; 2026Q2: 7,648 shares 7,648 $3.08M 0.05% +1,904 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 5,856 shares; 2025Q1: 5,439 shares; 2025Q2: 5,655 shares; 2025Q3: 6,017 shares; 2025Q4: 6,855 shares; 2026Q1: 7,858 shares; 2026Q2: 8,606 shares 8,606 $3.05M 0.04% +748 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,711 shares; 2024Q4: 23,611 shares; 2025Q1: 22,732 shares; 2025Q2: 21,882 shares; 2025Q3: 20,890 shares; 2025Q4: 19,874 shares; 2026Q1: 19,012 shares; 2026Q2: 21,853 shares 21,853 $2.96M 0.04% +2,841 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,505 shares; 2024Q4: 22,758 shares; 2025Q1: 28,811 shares; 2025Q2: 29,610 shares; 2025Q3: 34,975 shares; 2025Q4: 30,293 shares; 2026Q1: 33,837 shares; 2026Q2: 35,315 shares 35,315 $2.92M 0.04% +1,478 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 4,147 shares; 2025Q1: 9,507 shares; 2025Q2: 10,356 shares; 2025Q3: 10,718 shares; 2025Q4: 11,434 shares; 2026Q1: 9,325 shares; 2026Q2: 10,706 shares 10,706 $2.91M 0.04% +1,381 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,596 shares; 2024Q4: 7,403 shares; 2025Q1: 8,894 shares; 2025Q2: 9,622 shares; 2025Q3: 12,689 shares; 2025Q4: 11,776 shares; 2026Q1: 12,262 shares; 2026Q2: 12,816 shares 12,816 $2.83M 0.04% +554 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,682 shares; 2024Q4: 8,057 shares; 2025Q1: 78,236 shares; 2025Q2: 69,913 shares; 2025Q3: 38,929 shares; 2025Q4: 42,242 shares; 2026Q1: 51,688 shares; 2026Q2: 57,658 shares 57,658 $2.83M 0.04% +5,970 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,308 shares; 2024Q4: 8,706 shares; 2025Q1: 10,255 shares; 2025Q2: 9,895 shares; 2025Q3: 9,609 shares; 2025Q4: 9,753 shares; 2026Q1: 9,681 shares; 2026Q2: 9,398 shares 9,398 $2.82M 0.04% -283 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,254 shares; 2026Q1: 75,464 shares; 2026Q2: 52,039 shares 52,039 $2.81M 0.04% -23,425 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,682 shares; 2024Q4: 19,287 shares; 2025Q1: 29,763 shares; 2025Q2: 29,023 shares; 2025Q3: 31,345 shares; 2025Q4: 36,127 shares; 2026Q1: 32,246 shares; 2026Q2: 30,797 shares 30,797 $2.79M 0.04% -1,449 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,418 shares; 2024Q4: 52,036 shares; 2025Q1: 51,727 shares; 2025Q2: 58,577 shares; 2025Q3: 48,313 shares; 2025Q4: 44,665 shares; 2026Q1: 53,238 shares; 2026Q2: 45,811 shares 45,811 $2.78M 0.04% -7,427 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,163 shares; 2024Q4: 19,431 shares; 2025Q1: 19,780 shares; 2025Q2: 19,195 shares; 2025Q3: 19,401 shares; 2025Q4: 20,495 shares; 2026Q1: 29,760 shares; 2026Q2: 31,565 shares 31,565 $2.77M 0.04% +1,805 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,372 shares; 2025Q1: not reported; 2025Q2: 33,703 shares; 2025Q3: 33,703 shares; 2025Q4: 33,703 shares; 2026Q1: 33,703 shares; 2026Q2: 33,703 shares 33,703 $2.72M 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,103 shares; 2025Q1: 3,118 shares; 2025Q2: 7,059 shares; 2025Q3: 8,293 shares; 2025Q4: 9,146 shares; 2026Q1: 9,085 shares; 2026Q2: 33,557 shares 33,557 $2.7M 0.04% +24,472 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,988 shares; 2025Q1: 27,271 shares; 2025Q2: 30,762 shares; 2025Q3: 35,172 shares; 2025Q4: 34,806 shares; 2026Q1: 40,867 shares; 2026Q2: 36,311 shares 36,311 $2.7M 0.04% -4,556 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,116 shares; 2024Q4: 25,382 shares; 2025Q1: 24,733 shares; 2025Q2: 24,516 shares; 2025Q3: 22,074 shares; 2025Q4: 22,586 shares; 2026Q1: 23,164 shares; 2026Q2: 29,650 shares 29,650 $2.68M 0.04% +6,486 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,998 shares; 2024Q4: 24,800 shares; 2025Q1: 27,939 shares; 2025Q2: 27,173 shares; 2025Q3: 30,579 shares; 2025Q4: 32,814 shares; 2026Q1: 34,431 shares; 2026Q2: 35,299 shares 35,299 $2.67M 0.04% +868 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,109 shares; 2024Q4: 32,104 shares; 2025Q1: 10,899 shares; 2025Q2: 7,841 shares; 2025Q3: 6,429 shares; 2025Q4: 5,827 shares; 2026Q1: 6,191 shares; 2026Q2: 6,895 shares 6,895 $2.66M 0.04% +704 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,489 shares; 2024Q4: 10,767 shares; 2025Q1: 22,793 shares; 2025Q2: 27,875 shares; 2025Q3: 31,181 shares; 2025Q4: 31,753 shares; 2026Q1: 37,182 shares; 2026Q2: 42,284 shares 42,284 $2.55M 0.04% +5,102 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,249 shares; 2024Q4: 25,476 shares; 2025Q1: 33,986 shares; 2025Q2: 24,295 shares; 2025Q3: 34,071 shares; 2025Q4: 39,244 shares; 2026Q1: 35,210 shares; 2026Q2: 44,178 shares 44,178 $2.55M 0.04% +8,968 Timeline WRLD WORLD ACCEP CORPORATION More: the full row for WORLD ACCEP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,605 shares; 2025Q4: 6,847 shares; 2026Q1: 9,153 shares; 2026Q2: 11,326 shares 11,326 $2.54M 0.04% +2,173 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,423 shares; 2025Q3: 60,423 shares; 2025Q4: 34,651 shares; 2026Q1: 30,823 shares; 2026Q2: 29,231 shares 29,231 $2.53M 0.04% -1,592 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,397 shares; 2025Q3: 1,304 shares; 2025Q4: 1,567 shares; 2026Q1: 4,845 shares; 2026Q2: 4,842 shares 4,842 $2.53M 0.04% -3 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,131 shares; 2025Q2: 21,678 shares; 2025Q3: 24,256 shares; 2025Q4: 25,284 shares; 2026Q1: 28,715 shares; 2026Q2: 30,706 shares 30,706 $2.42M 0.04% +1,991 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,664 shares; 2026Q2: 107,889 shares 107,889 $2.42M 0.04% -21,775 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,073 shares; 2024Q4: 65,498 shares; 2025Q1: 63,191 shares; 2025Q2: 68,056 shares; 2025Q3: 61,254 shares; 2025Q4: 59,721 shares; 2026Q1: 60,673 shares; 2026Q2: 57,995 shares 57,995 $2.4M 0.04% -2,678 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,690 shares; 2024Q4: 16,813 shares; 2025Q1: 17,497 shares; 2025Q2: 18,343 shares; 2025Q3: 18,779 shares; 2025Q4: 23,957 shares; 2026Q1: 24,411 shares; 2026Q2: 23,021 shares 23,021 $2.39M 0.04% -1,390 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: not reported; 2025Q3: 6,336 shares; 2025Q4: 12,884 shares; 2026Q1: 19,266 shares; 2026Q2: 22,025 shares 22,025 $2.37M 0.03% +2,759 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 9,623 shares; 2026Q1: 15,685 shares; 2026Q2: 14,467 shares 14,467 $2.34M 0.03% -1,218 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,156 shares; 2025Q4: 57,550 shares; 2026Q1: 66,223 shares; 2026Q2: 73,041 shares 73,041 $2.3M 0.03% +6,818 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,633 shares; 2024Q4: 85,810 shares; 2025Q1: 78,879 shares; 2025Q2: 81,727 shares; 2025Q3: 84,297 shares; 2025Q4: 85,521 shares; 2026Q1: 86,965 shares; 2026Q2: 90,873 shares 90,873 $2.27M 0.03% +3,908 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,351 shares; 2025Q2: 30,241 shares; 2025Q3: 39,559 shares; 2025Q4: 48,259 shares; 2026Q1: 54,505 shares; 2026Q2: 60,950 shares 60,950 $2.21M 0.03% +6,445 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,798 shares; 2024Q4: 12,181 shares; 2025Q1: 19,393 shares; 2025Q2: 16,906 shares; 2025Q3: 16,881 shares; 2025Q4: 21,878 shares; 2026Q1: 19,799 shares; 2026Q2: 24,136 shares 24,136 $2.21M 0.03% +4,337 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,502 shares; 2025Q1: 3,938 shares; 2025Q2: 3,959 shares; 2025Q3: 4,404 shares; 2025Q4: 3,309 shares; 2026Q1: 3,865 shares; 2026Q2: 4,231 shares 4,231 $2.2M 0.03% +366 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,131 shares; 2024Q4: 13,716 shares; 2025Q1: 21,568 shares; 2025Q2: 24,266 shares; 2025Q3: 27,771 shares; 2025Q4: 31,745 shares; 2026Q1: 31,137 shares; 2026Q2: 30,208 shares 30,208 $2.18M 0.03% -929 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,146 shares; 2024Q4: 3,442 shares; 2025Q1: 3,400 shares; 2025Q2: 3,594 shares; 2025Q3: 3,205 shares; 2025Q4: 12,463 shares; 2026Q1: 13,215 shares; 2026Q2: 16,359 shares 16,359 $2.17M 0.03% +3,144 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,367 shares; 2025Q4: 28,211 shares; 2026Q1: 27,589 shares; 2026Q2: 26,672 shares 26,672 $2.16M 0.03% -917 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,698 shares; 2024Q4: 6,732 shares; 2025Q1: 6,717 shares; 2025Q2: 8,586 shares; 2025Q3: 8,653 shares; 2025Q4: 13,154 shares; 2026Q1: 13,611 shares; 2026Q2: 13,717 shares 13,717 $2.15M 0.03% +106 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,584 shares; 2025Q1: 22,584 shares; 2025Q2: 22,584 shares; 2025Q3: 22,584 shares; 2025Q4: 22,883 shares; 2026Q1: 22,584 shares; 2026Q2: 22,584 shares 22,584 $2.14M 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,498 shares; 2025Q2: 7,442 shares; 2025Q3: 11,810 shares; 2025Q4: 14,854 shares; 2026Q1: 25,982 shares; 2026Q2: 25,443 shares 25,443 $2.13M 0.03% -539 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,699 shares; 2025Q4: 6,069 shares; 2026Q1: 6,703 shares; 2026Q2: 7,015 shares 7,015 $2.12M 0.03% +312 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,946 shares; 2025Q4: 47,527 shares; 2026Q1: 56,524 shares; 2026Q2: 72,358 shares 72,358 $2.12M 0.03% +15,834 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,428 shares; 2025Q2: 12,759 shares; 2025Q3: 14,006 shares; 2025Q4: 14,668 shares; 2026Q1: 15,851 shares; 2026Q2: 16,274 shares 16,274 $2.11M 0.03% +423 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,789 shares; 2024Q4: 72,064 shares; 2025Q1: 14,878 shares; 2025Q2: 10,420 shares; 2025Q3: 10,520 shares; 2025Q4: 10,781 shares; 2026Q1: 16,300 shares; 2026Q2: 15,368 shares 15,368 $2.11M 0.03% -932 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,916 shares; 2025Q4: 14,744 shares; 2026Q1: 37,315 shares; 2026Q2: 43,899 shares 43,899 $2.11M 0.03% +6,584 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: 4,872 shares; 2025Q3: 5,760 shares; 2025Q4: 5,385 shares; 2026Q1: 9,735 shares; 2026Q2: 10,397 shares 10,397 $2.09M 0.03% +662 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 4,228 shares; 2025Q1: 5,360 shares; 2025Q2: 5,071 shares; 2025Q3: 5,107 shares; 2025Q4: 4,819 shares; 2026Q1: 3,923 shares; 2026Q2: 4,158 shares 4,158 $2.08M 0.03% +235 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,206 shares; 2024Q4: 18,129 shares; 2025Q1: 14,765 shares; 2025Q2: 15,460 shares; 2025Q3: 17,767 shares; 2025Q4: 14,766 shares; 2026Q1: 21,211 shares; 2026Q2: 21,645 shares 21,645 $2.08M 0.03% +434 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,329 shares; 2025Q1: 3,893 shares; 2025Q2: 2,753 shares; 2025Q3: 4,825 shares; 2025Q4: 4,795 shares; 2026Q1: 8,239 shares; 2026Q2: 9,095 shares 9,095 $2.06M 0.03% +856 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 3,035 shares; 2025Q4: 4,987 shares; 2026Q1: 5,744 shares; 2026Q2: 7,584 shares 7,584 $2.06M 0.03% +1,840 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,382 shares 71,382 $2.04M 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,476 shares; 2024Q4: 10,635 shares; 2025Q1: 9,640 shares; 2025Q2: 10,153 shares; 2025Q3: 12,604 shares; 2025Q4: 10,189 shares; 2026Q1: 10,120 shares; 2026Q2: 9,178 shares 9,178 $2.02M 0.03% -942 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,195 shares; 2025Q2: 7,067 shares; 2025Q3: 7,572 shares; 2025Q4: 7,994 shares; 2026Q1: 8,503 shares; 2026Q2: 8,439 shares 8,439 $2.02M 0.03% -64 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: 1,187 shares; 2026Q1: 1,192 shares; 2026Q2: 2,069 shares 2,069 $2M 0.03% +877 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,141 shares; 2024Q4: 4,266 shares; 2025Q1: 5,102 shares; 2025Q2: 4,286 shares; 2025Q3: 3,812 shares; 2025Q4: 4,016 shares; 2026Q1: 3,111 shares; 2026Q2: 3,106 shares 3,106 $1.99M 0.03% -5 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,524 shares; 2024Q4: 32,474 shares; 2025Q1: 30,280 shares; 2025Q2: 31,182 shares; 2025Q3: 31,295 shares; 2025Q4: 30,964 shares; 2026Q1: 31,360 shares; 2026Q2: 30,674 shares 30,674 $1.98M 0.03% -686 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,879 shares; 2024Q4: 6,117 shares; 2025Q1: 1,366 shares; 2025Q2: 1,329 shares; 2025Q3: 1,787 shares; 2025Q4: 3,035 shares; 2026Q1: 3,179 shares; 2026Q2: 3,926 shares 3,926 $1.94M 0.03% +747 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,069 shares; 2024Q4: 5,277 shares; 2025Q1: 6,090 shares; 2025Q2: 6,568 shares; 2025Q3: 7,956 shares; 2025Q4: 11,947 shares; 2026Q1: 13,733 shares; 2026Q2: 14,191 shares 14,191 $1.94M 0.03% +458 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,423 shares; 2024Q4: 120,803 shares; 2025Q1: 110,605 shares; 2025Q2: 94,924 shares; 2025Q3: 92,124 shares; 2025Q4: 90,434 shares; 2026Q1: 88,159 shares; 2026Q2: 84,477 shares 84,477 $1.93M 0.03% -3,682 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 7,821 shares; 2025Q1: 6,580 shares; 2025Q2: 6,191 shares; 2025Q3: 6,007 shares; 2025Q4: 5,231 shares; 2026Q1: 6,147 shares; 2026Q2: 5,813 shares 5,813 $1.92M 0.03% -334 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,114 shares; 2024Q4: 20,044 shares; 2025Q1: 31,645 shares; 2025Q2: 26,857 shares; 2025Q3: 26,539 shares; 2025Q4: 29,710 shares; 2026Q1: 27,986 shares; 2026Q2: 24,885 shares 24,885 $1.92M 0.03% -3,101 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,197 shares; 2024Q4: 12,967 shares; 2025Q1: 18,595 shares; 2025Q2: 19,719 shares; 2025Q3: 20,780 shares; 2025Q4: 18,298 shares; 2026Q1: 17,841 shares; 2026Q2: 18,357 shares 18,357 $1.91M 0.03% +516 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,153 shares; 2024Q4: 49,153 shares; 2025Q1: 47,953 shares; 2025Q2: 48,263 shares; 2025Q3: 48,263 shares; 2025Q4: 48,263 shares; 2026Q1: 48,263 shares; 2026Q2: 48,263 shares 48,263 $1.91M 0.03% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,923 shares; 2025Q4: 40,754 shares; 2026Q1: 50,952 shares; 2026Q2: 42,119 shares 42,119 $1.9M 0.03% -8,833 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,783 shares; 2024Q4: 6,916 shares; 2025Q1: 12,521 shares; 2025Q2: 11,858 shares; 2025Q3: 8,172 shares; 2025Q4: 7,183 shares; 2026Q1: 4,984 shares; 2026Q2: 4,523 shares 4,523 $1.88M 0.03% -461 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,448 shares; 2024Q4: 12,635 shares; 2025Q1: 10,413 shares; 2025Q2: 8,944 shares; 2025Q3: 7,636 shares; 2025Q4: 7,524 shares; 2026Q1: 9,825 shares; 2026Q2: 9,074 shares 9,074 $1.87M 0.03% -751 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,544 shares; 2024Q4: 2,927 shares; 2025Q1: 2,666 shares; 2025Q2: 2,475 shares; 2025Q3: 2,490 shares; 2025Q4: 2,236 shares; 2026Q1: 2,519 shares; 2026Q2: 2,415 shares 2,415 $1.84M 0.03% -104 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,406 shares; 2025Q4: 15,406 shares; 2026Q1: 18,229 shares; 2026Q2: 19,312 shares 19,312 $1.84M 0.03% +1,083 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,643 shares; 2024Q4: 4,863 shares; 2025Q1: 6,678 shares; 2025Q2: 6,932 shares; 2025Q3: 8,214 shares; 2025Q4: 9,246 shares; 2026Q1: 12,309 shares; 2026Q2: 16,604 shares 16,604 $1.84M 0.03% +4,295 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,248 shares; 2025Q1: 3,432 shares; 2025Q2: 2,828 shares; 2025Q3: 3,893 shares; 2025Q4: 2,680 shares; 2026Q1: 6,693 shares; 2026Q2: 7,448 shares 7,448 $1.83M 0.03% +755 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 1,982 shares; 2025Q1: 11,696 shares; 2025Q2: 12,051 shares; 2025Q3: 2,566 shares; 2025Q4: 1,455 shares; 2026Q1: 3,948 shares; 2026Q2: 3,546 shares 3,546 $1.81M 0.03% -402 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares; 2025Q4: 4,532 shares; 2026Q1: 5,665 shares; 2026Q2: 7,464 shares 7,464 $1.8M 0.03% +1,799 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,698 shares; 2025Q2: not reported; 2025Q3: 6,963 shares; 2025Q4: 9,408 shares; 2026Q1: 27,765 shares; 2026Q2: 31,902 shares 31,902 $1.8M 0.03% +4,137 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,800 shares; 2024Q4: 27,800 shares; 2025Q1: 27,300 shares; 2025Q2: 26,970 shares; 2025Q3: 26,970 shares; 2025Q4: 26,154 shares; 2026Q1: 44,930 shares; 2026Q2: 44,930 shares 44,930 $1.8M 0.03% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,668 shares; 2025Q4: 12,859 shares; 2026Q1: 13,639 shares; 2026Q2: 15,083 shares 15,083 $1.8M 0.03% +1,444 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,509 shares; 2024Q4: 10,548 shares; 2025Q1: 14,194 shares; 2025Q2: 10,480 shares; 2025Q3: 21,577 shares; 2025Q4: 31,323 shares; 2026Q1: 40,646 shares; 2026Q2: 42,965 shares 42,965 $1.76M 0.03% +2,319 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,247 shares; 2024Q4: 6,277 shares; 2025Q1: 9,063 shares; 2025Q2: 8,702 shares; 2025Q3: 8,752 shares; 2025Q4: 8,702 shares; 2026Q1: 8,198 shares; 2026Q2: 8,198 shares 8,198 $1.74M 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,294 shares; 2024Q4: 95,161 shares; 2025Q1: 36,855 shares; 2025Q2: 24,805 shares; 2025Q3: 20,299 shares; 2025Q4: 18,305 shares; 2026Q1: 15,344 shares; 2026Q2: 14,855 shares 14,855 $1.74M 0.03% -489 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,188 shares; 2026Q1: 36,110 shares; 2026Q2: 42,463 shares 42,463 $1.74M 0.03% +6,353 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,555 shares; 2024Q4: 24,129 shares; 2025Q1: 26,229 shares; 2025Q2: 21,350 shares; 2025Q3: 21,441 shares; 2025Q4: 20,229 shares; 2026Q1: 19,584 shares; 2026Q2: 20,875 shares 20,875 $1.72M 0.03% +1,291 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,596 shares; 2025Q2: not reported; 2025Q3: 2,623 shares; 2025Q4: 3,096 shares; 2026Q1: 5,608 shares; 2026Q2: 4,815 shares 4,815 $1.71M 0.03% -793 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,640 shares; 2025Q3: 17,733 shares; 2025Q4: 17,133 shares; 2026Q1: 17,677 shares; 2026Q2: 19,866 shares 19,866 $1.7M 0.02% +2,189 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,787 shares 18,787 $1.69M 0.02% new Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,081 shares; 2025Q4: 24,814 shares; 2026Q1: 29,805 shares; 2026Q2: 32,067 shares 32,067 $1.68M 0.02% +2,262 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,998 shares; 2025Q1: 10,361 shares; 2025Q2: 8,654 shares; 2025Q3: 7,906 shares; 2025Q4: 8,169 shares; 2026Q1: 9,799 shares; 2026Q2: 12,351 shares 12,351 $1.67M 0.02% +2,552 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 1,547 shares; 2025Q1: 4,190 shares; 2025Q2: 4,621 shares; 2025Q3: 5,140 shares; 2025Q4: 4,593 shares; 2026Q1: 5,924 shares; 2026Q2: 7,633 shares 7,633 $1.67M 0.02% +1,709 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,591 shares; 2024Q4: 2,564 shares; 2025Q1: 2,710 shares; 2025Q2: 3,631 shares; 2025Q3: 3,550 shares; 2025Q4: 3,502 shares; 2026Q1: 3,414 shares; 2026Q2: 13,240 shares 13,240 $1.64M 0.02% +9,826 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 1,318 shares; 2025Q4: 2,394 shares; 2026Q1: 3,203 shares; 2026Q2: 4,089 shares 4,089 $1.64M 0.02% +886 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,451 shares; 2025Q4: 37,900 shares; 2026Q1: 38,895 shares; 2026Q2: 45,275 shares 45,275 $1.64M 0.02% +6,380 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 3,570 shares; 2025Q1: 4,043 shares; 2025Q2: 4,730 shares; 2025Q3: 5,843 shares; 2025Q4: 4,842 shares; 2026Q1: 4,772 shares; 2026Q2: 4,738 shares 4,738 $1.63M 0.02% -34 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,005 shares; 2024Q4: 28,718 shares; 2025Q1: 28,718 shares; 2025Q2: 28,576 shares; 2025Q3: 27,812 shares; 2025Q4: 27,812 shares; 2026Q1: 27,934 shares; 2026Q2: 27,934 shares 27,934 $1.61M 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 2,930 shares; 2025Q1: not reported; 2025Q2: 3,161 shares; 2025Q3: 5,214 shares; 2025Q4: 6,549 shares; 2026Q1: 9,258 shares; 2026Q2: 9,112 shares 9,112 $1.61M 0.02% -146 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,369 shares; 2024Q4: 12,870 shares; 2025Q1: 15,986 shares; 2025Q2: 16,318 shares; 2025Q3: 16,318 shares; 2025Q4: 16,560 shares; 2026Q1: 16,399 shares; 2026Q2: 16,338 shares 16,338 $1.6M 0.02% -61 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 3,921 shares; 2025Q1: 2,656 shares; 2025Q2: 3,973 shares; 2025Q3: 3,118 shares; 2025Q4: 3,862 shares; 2026Q1: 4,742 shares; 2026Q2: 5,943 shares 5,943 $1.6M 0.02% +1,201 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,638 shares; 2024Q4: 29,437 shares; 2025Q1: 32,043 shares; 2025Q2: 31,858 shares; 2025Q3: 38,317 shares; 2025Q4: 36,428 shares; 2026Q1: 31,535 shares; 2026Q2: 41,787 shares 41,787 $1.59M 0.02% +10,252 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,521 shares; 2026Q1: 40,305 shares; 2026Q2: 46,579 shares 46,579 $1.58M 0.02% +6,274 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 5,189 shares; 2025Q1: 4,185 shares; 2025Q2: 5,830 shares; 2025Q3: 8,145 shares; 2025Q4: 10,124 shares; 2026Q1: 16,566 shares; 2026Q2: 17,980 shares 17,980 $1.58M 0.02% +1,414 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,224 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 9,281 shares; 2025Q3: 6,871 shares; 2025Q4: 6,833 shares; 2026Q1: 43,293 shares; 2026Q2: 43,505 shares 43,505 $1.57M 0.02% +212 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,119 shares; 2024Q4: 3,413 shares; 2025Q1: 3,132 shares; 2025Q2: 2,956 shares; 2025Q3: 2,839 shares; 2025Q4: 3,142 shares; 2026Q1: 4,951 shares; 2026Q2: 5,783 shares 5,783 $1.56M 0.02% +832 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,384 shares; 2024Q4: 2,352 shares; 2025Q1: 2,343 shares; 2025Q2: 2,655 shares; 2025Q3: 2,416 shares; 2025Q4: 2,450 shares; 2026Q1: 2,444 shares; 2026Q2: 3,070 shares 3,070 $1.56M 0.02% +626 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,817 shares; 2026Q1: 2,157 shares; 2026Q2: 3,625 shares 3,625 $1.54M 0.02% +1,468 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,659 shares; 2025Q4: 7,625 shares; 2026Q1: 9,346 shares; 2026Q2: 11,506 shares 11,506 $1.53M 0.02% +2,160 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,949 shares; 2026Q1: 15,656 shares; 2026Q2: 19,913 shares 19,913 $1.51M 0.02% +4,257 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,833 shares; 2025Q4: 10,092 shares; 2026Q1: 14,589 shares; 2026Q2: 16,778 shares 16,778 $1.5M 0.02% +2,189 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 3,865 shares; 2025Q1: 3,568 shares; 2025Q2: 3,602 shares; 2025Q3: 3,746 shares; 2025Q4: 3,445 shares; 2026Q1: 3,590 shares; 2026Q2: 3,552 shares 3,552 $1.48M 0.02% -38 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,607 shares; 2026Q1: 7,654 shares; 2026Q2: 7,787 shares 7,787 $1.48M 0.02% +133 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,324 shares; 2024Q4: 9,500 shares; 2025Q1: 8,416 shares; 2025Q2: 13,344 shares; 2025Q3: 13,013 shares; 2025Q4: 13,066 shares; 2026Q1: 12,273 shares; 2026Q2: 12,267 shares 12,267 $1.47M 0.02% -6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 3,270 shares; 2025Q1: 4,285 shares; 2025Q2: 4,758 shares; 2025Q3: 5,155 shares; 2025Q4: 5,262 shares; 2026Q1: 3,678 shares; 2026Q2: 3,612 shares 3,612 $1.47M 0.02% -66 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 5,611 shares; 2025Q1: 5,263 shares; 2025Q2: 6,025 shares; 2025Q3: 9,982 shares; 2025Q4: 8,376 shares; 2026Q1: 9,513 shares; 2026Q2: 9,361 shares 9,361 $1.47M 0.02% -152 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares; 2025Q4: 8,188 shares; 2026Q1: 13,096 shares; 2026Q2: 15,079 shares 15,079 $1.45M 0.02% +1,983 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,052 shares; 2024Q4: 6,052 shares; 2025Q1: 6,252 shares; 2025Q2: 6,052 shares; 2025Q3: 6,052 shares; 2025Q4: 13,674 shares; 2026Q1: 14,320 shares; 2026Q2: 14,383 shares 14,383 $1.45M 0.02% +63 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,945 shares; 2025Q1: 1,776 shares; 2025Q2: 1,820 shares; 2025Q3: 1,848 shares; 2025Q4: 1,813 shares; 2026Q1: 2,480 shares; 2026Q2: 3,678 shares 3,678 $1.42M 0.02% +1,198 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,419 shares; 2025Q3: 10,697 shares; 2025Q4: 23,780 shares; 2026Q1: 31,671 shares; 2026Q2: 34,294 shares 34,294 $1.42M 0.02% +2,623 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,452 shares; 2025Q1: 17,413 shares; 2025Q2: 18,316 shares; 2025Q3: 10,126 shares; 2025Q4: 10,131 shares; 2026Q1: 5,899 shares; 2026Q2: 5,936 shares 5,936 $1.41M 0.02% +37 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,805 shares; 2025Q2: 38,121 shares; 2025Q3: 6,634 shares; 2025Q4: 3,547 shares; 2026Q1: 4,304 shares; 2026Q2: 5,923 shares 5,923 $1.41M 0.02% +1,619 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,264 shares; 2024Q4: 3,078 shares; 2025Q1: 3,159 shares; 2025Q2: 4,040 shares; 2025Q3: 3,782 shares; 2025Q4: 4,614 shares; 2026Q1: 5,341 shares; 2026Q2: 5,930 shares 5,930 $1.38M 0.02% +589 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,996 shares 13,996 $1.38M 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,572 shares; 2024Q4: 19,572 shares; 2025Q1: 19,132 shares; 2025Q2: 19,152 shares; 2025Q3: 19,153 shares; 2025Q4: 18,328 shares; 2026Q1: 18,328 shares; 2026Q2: 18,328 shares 18,328 $1.37M 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 603 shares 603 $1.37M 0.02% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,572 shares; 2025Q2: 7,708 shares; 2025Q3: 21,343 shares; 2025Q4: 23,101 shares; 2026Q1: 24,978 shares; 2026Q2: 26,216 shares 26,216 $1.37M 0.02% +1,238 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,253 shares; 2026Q1: 3,381 shares; 2026Q2: 4,708 shares 4,708 $1.36M 0.02% +1,327 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,212 shares; 2024Q4: 4,353 shares; 2025Q1: 6,646 shares; 2025Q2: 5,643 shares; 2025Q3: 7,070 shares; 2025Q4: 5,890 shares; 2026Q1: 9,683 shares; 2026Q2: 12,027 shares 12,027 $1.34M 0.02% +2,344 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,222 shares; 2024Q4: 7,222 shares; 2025Q1: 7,253 shares; 2025Q2: 7,222 shares; 2025Q3: 7,222 shares; 2025Q4: 7,222 shares; 2026Q1: 7,122 shares; 2026Q2: 7,122 shares 7,122 $1.34M 0.02% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,269 shares; 2024Q4: 19,160 shares; 2025Q1: 18,385 shares; 2025Q2: 17,884 shares; 2025Q3: 17,839 shares; 2025Q4: 17,806 shares; 2026Q1: 17,772 shares; 2026Q2: 17,638 shares 17,638 $1.34M 0.02% -134 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,896 shares; 2025Q3: 3,890 shares; 2025Q4: 2,681 shares; 2026Q1: 2,601 shares; 2026Q2: 2,766 shares 2,766 $1.34M 0.02% +165 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,359 shares; 2024Q4: 5,755 shares; 2025Q1: 6,804 shares; 2025Q2: 7,702 shares; 2025Q3: 8,446 shares; 2025Q4: 11,672 shares; 2026Q1: 11,009 shares; 2026Q2: 11,342 shares 11,342 $1.33M 0.02% +333 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,289 shares; 2024Q4: 5,225 shares; 2025Q1: 10,676 shares; 2025Q2: 11,284 shares; 2025Q3: 11,596 shares; 2025Q4: 11,585 shares; 2026Q1: 11,557 shares; 2026Q2: 11,557 shares 11,557 $1.31M 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,349 shares; 2024Q4: 6,320 shares; 2025Q1: 6,275 shares; 2025Q2: 8,030 shares; 2025Q3: 7,456 shares; 2025Q4: 7,769 shares; 2026Q1: 8,234 shares; 2026Q2: 11,434 shares 11,434 $1.31M 0.02% +3,200 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,707 shares; 2024Q4: 9,687 shares; 2025Q1: 13,208 shares; 2025Q2: 15,262 shares; 2025Q3: 16,003 shares; 2025Q4: 19,674 shares; 2026Q1: 26,437 shares; 2026Q2: 30,823 shares 30,823 $1.3M 0.02% +4,386 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 3,792 shares; 2025Q1: 4,199 shares; 2025Q2: 3,956 shares; 2025Q3: 4,065 shares; 2025Q4: 4,104 shares; 2026Q1: 5,451 shares; 2026Q2: 5,833 shares 5,833 $1.3M 0.02% +382 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,775 shares; 2025Q4: 12,634 shares; 2026Q1: 13,851 shares; 2026Q2: 15,916 shares 15,916 $1.3M 0.02% +2,065 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,367 shares 12,367 $1.29M 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares; 2026Q1: 3,832 shares; 2026Q2: 5,302 shares 5,302 $1.28M 0.02% +1,470 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,808 shares; 2024Q4: 4,195 shares; 2025Q1: 4,405 shares; 2025Q2: 3,543 shares; 2025Q3: 3,856 shares; 2025Q4: 7,845 shares; 2026Q1: 9,203 shares; 2026Q2: 10,946 shares 10,946 $1.24M 0.02% +1,743 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,004 shares; 2026Q1: 35,174 shares; 2026Q2: 32,182 shares 32,182 $1.23M 0.02% -2,992 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,243 shares; 2025Q1: 2,038 shares; 2025Q2: 1,473 shares; 2025Q3: 1,252 shares; 2025Q4: 1,763 shares; 2026Q1: 1,828 shares; 2026Q2: 1,848 shares 1,848 $1.23M 0.02% +20 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,138 shares; 2024Q4: 4,140 shares; 2025Q1: 4,220 shares; 2025Q2: 4,344 shares; 2025Q3: 4,484 shares; 2025Q4: 4,691 shares; 2026Q1: 4,452 shares; 2026Q2: 7,487 shares 7,487 $1.23M 0.02% +3,035 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,613 shares; 2026Q1: 16,224 shares; 2026Q2: 15,964 shares 15,964 $1.22M 0.02% -260 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,970 shares; 2026Q1: 11,095 shares; 2026Q2: 67,759 shares 67,759 $1.21M 0.02% +56,664 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,312 shares; 2025Q1: 2,473 shares; 2025Q2: 1,701 shares; 2025Q3: 1,702 shares; 2025Q4: 2,070 shares; 2026Q1: 2,605 shares; 2026Q2: 4,658 shares 4,658 $1.21M 0.02% +2,053 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 3,427 shares; 2026Q1: 4,260 shares; 2026Q2: 4,731 shares 4,731 $1.21M 0.02% +471 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,432 shares; 2026Q2: 31,749 shares 31,749 $1.21M 0.02% +9,317 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,492 shares; 2024Q4: 12,995 shares; 2025Q1: 16,676 shares; 2025Q2: 17,037 shares; 2025Q3: 21,171 shares; 2025Q4: 28,448 shares; 2026Q1: 35,178 shares; 2026Q2: 37,531 shares 37,531 $1.2M 0.02% +2,353 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares; 2026Q1: 2,637 shares; 2026Q2: 2,432 shares 2,432 $1.19M 0.02% -205 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,434 shares; 2024Q4: 12,059 shares; 2025Q1: 11,593 shares; 2025Q2: 12,320 shares; 2025Q3: 12,291 shares; 2025Q4: 12,539 shares; 2026Q1: 11,153 shares; 2026Q2: 12,361 shares 12,361 $1.19M 0.02% +1,208 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,450 shares; 2026Q1: 1,096 shares; 2026Q2: 1,568 shares 1,568 $1.19M 0.02% +472 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,963 shares; 2025Q4: 3,585 shares; 2026Q1: 6,521 shares; 2026Q2: 7,994 shares 7,994 $1.19M 0.02% +1,473 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,687 shares 8,687 $1.18M 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,967 shares; 2025Q1: 3,116 shares; 2025Q2: 3,236 shares; 2025Q3: 3,720 shares; 2025Q4: 4,443 shares; 2026Q1: 4,731 shares; 2026Q2: 4,188 shares 4,188 $1.17M 0.02% -543 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,351 shares; 2025Q1: 5,351 shares; 2025Q2: 5,306 shares; 2025Q3: 7,107 shares; 2025Q4: 8,725 shares; 2026Q1: 7,147 shares; 2026Q2: 7,069 shares 7,069 $1.16M 0.02% -78 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,982 shares; 2025Q1: 1,200 shares; 2025Q2: 1,205 shares; 2025Q3: 1,228 shares; 2025Q4: 1,420 shares; 2026Q1: 2,241 shares; 2026Q2: 3,377 shares 3,377 $1.15M 0.02% +1,136 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,667 shares; 2025Q3: 7,523 shares; 2025Q4: 12,490 shares; 2026Q1: 14,465 shares; 2026Q2: 13,699 shares 13,699 $1.14M 0.02% -766 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,246 shares; 2024Q4: 39,768 shares; 2025Q1: 40,250 shares; 2025Q2: 40,711 shares; 2025Q3: 41,180 shares; 2025Q4: 41,765 shares; 2026Q1: 42,110 shares; 2026Q2: 42,703 shares 42,703 $1.13M 0.02% +593 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,270 shares; 2025Q4: 7,144 shares; 2026Q1: 18,889 shares; 2026Q2: 24,347 shares 24,347 $1.13M 0.02% +5,458 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 1,301 shares; 2025Q4: 2,070 shares; 2026Q1: 1,177 shares; 2026Q2: 3,947 shares 3,947 $1.13M 0.02% +2,770 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,017 shares; 2025Q4: 34,431 shares; 2026Q1: 38,826 shares; 2026Q2: 39,852 shares 39,852 $1.13M 0.02% +1,026 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,787 shares; 2025Q4: 16,024 shares; 2026Q1: 24,305 shares; 2026Q2: 37,268 shares 37,268 $1.12M 0.02% +12,963 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,501 shares; 2024Q4: 16,338 shares; 2025Q1: 20,188 shares; 2025Q2: 22,179 shares; 2025Q3: 26,852 shares; 2025Q4: 30,489 shares; 2026Q1: 37,725 shares; 2026Q2: 43,053 shares 43,053 $1.12M 0.02% +5,328 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,290 shares; 2026Q1: 3,924 shares; 2026Q2: 5,541 shares 5,541 $1.12M 0.02% +1,617 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,770 shares; 2024Q4: 23,820 shares; 2025Q1: 1,802 shares; 2025Q2: 1,612 shares; 2025Q3: 1,053 shares; 2025Q4: 1,888 shares; 2026Q1: 2,945 shares; 2026Q2: 4,058 shares 4,058 $1.12M 0.02% +1,113 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,803 shares; 2024Q4: 71,939 shares; 2025Q1: 22,715 shares; 2025Q2: 28,604 shares; 2025Q3: 39,796 shares; 2025Q4: 26,525 shares; 2026Q1: 55,193 shares; 2026Q2: 45,560 shares 45,560 $1.12M 0.02% -9,633 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,871 shares; 2025Q4: 10,461 shares; 2026Q1: 18,944 shares; 2026Q2: 23,438 shares 23,438 $1.12M 0.02% +4,494 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,291 shares; 2024Q4: 446,848 shares; 2025Q1: 414,445 shares; 2025Q2: 399,391 shares; 2025Q3: 116,226 shares; 2025Q4: 70,704 shares; 2026Q1: 54,222 shares; 2026Q2: 50,791 shares 50,791 $1.11M 0.02% -3,431 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,972 shares 4,972 $1.11M 0.02% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,399 shares; 2024Q4: 39,833 shares; 2025Q1: 40,241 shares; 2025Q2: 43,617 shares; 2025Q3: 45,087 shares; 2025Q4: 45,205 shares; 2026Q1: 45,852 shares; 2026Q2: 47,894 shares 47,894 $1.11M 0.02% +2,042 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,514 shares; 2024Q4: 10,875 shares; 2025Q1: 7,545 shares; 2025Q2: 15,849 shares; 2025Q3: 16,423 shares; 2025Q4: 14,768 shares; 2026Q1: 15,551 shares; 2026Q2: 17,513 shares 17,513 $1.1M 0.02% +1,962 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: 3,087 shares; 2026Q2: 3,755 shares 3,755 $1.09M 0.02% +668 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,948 shares 4,948 $1.09M 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: 14,065 shares; 2025Q1: 12,998 shares; 2025Q2: 12,655 shares; 2025Q3: 12,659 shares; 2025Q4: 12,331 shares; 2026Q1: 12,243 shares; 2026Q2: 12,418 shares 12,418 $1.08M 0.02% +175 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,648 shares; 2025Q4: 60,797 shares; 2026Q1: 76,335 shares; 2026Q2: 77,843 shares 77,843 $1.07M 0.02% +1,508 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares; 2025Q4: 4,501 shares; 2026Q1: 10,696 shares; 2026Q2: 13,056 shares 13,056 $1.06M 0.02% +2,360 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,680 shares; 2024Q4: 46,758 shares; 2025Q1: 27,589 shares; 2025Q2: 27,555 shares; 2025Q3: 40,829 shares; 2025Q4: 33,869 shares; 2026Q1: 39,918 shares; 2026Q2: 44,042 shares 44,042 $1.06M 0.02% +4,124 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,004 shares; 2024Q4: 12,261 shares; 2025Q1: 21,290 shares; 2025Q2: 21,309 shares; 2025Q3: 16,323 shares; 2025Q4: 16,323 shares; 2026Q1: 16,168 shares; 2026Q2: 21,046 shares 21,046 $1.06M 0.02% +4,878 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,264 shares; 2026Q1: 15,627 shares; 2026Q2: 16,344 shares 16,344 $1.06M 0.02% +717 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,792 shares; 2024Q4: 16,234 shares; 2025Q1: 15,658 shares; 2025Q2: 14,565 shares; 2025Q3: 14,699 shares; 2025Q4: 13,794 shares; 2026Q1: 13,470 shares; 2026Q2: 12,898 shares 12,898 $1.06M 0.02% -572 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,634 shares; 2025Q2: 3,053 shares; 2025Q3: 5,406 shares; 2025Q4: 9,874 shares; 2026Q1: 9,308 shares; 2026Q2: 9,373 shares 9,373 $1.05M 0.02% +65 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,515 shares; 2026Q2: 3,528 shares 3,528 $1.05M 0.02% +13 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,469 shares; 2024Q4: 80,547 shares; 2025Q1: 72,097 shares; 2025Q2: 67,867 shares; 2025Q3: 65,294 shares; 2025Q4: 59,701 shares; 2026Q1: 54,392 shares; 2026Q2: 54,409 shares 54,409 $1.05M 0.02% +17 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,229 shares; 2024Q4: 34,004 shares; 2025Q1: 33,221 shares; 2025Q2: 31,188 shares; 2025Q3: 59,544 shares; 2025Q4: 39,686 shares; 2026Q1: 49,507 shares; 2026Q2: 54,593 shares 54,593 $1.04M 0.02% +5,086 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,104 shares; 2024Q4: 3,498 shares; 2025Q1: 4,332 shares; 2025Q2: 4,978 shares; 2025Q3: 5,865 shares; 2025Q4: 6,582 shares; 2026Q1: 8,510 shares; 2026Q2: 9,813 shares 9,813 $1.04M 0.02% +1,303 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,897 shares; 2024Q4: 5,280 shares; 2025Q1: 5,104 shares; 2025Q2: 6,114 shares; 2025Q3: 6,255 shares; 2025Q4: 9,162 shares; 2026Q1: 9,178 shares; 2026Q2: 8,877 shares 8,877 $1.04M 0.02% -301 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,128 shares; 2026Q1: 5,586 shares; 2026Q2: 6,600 shares 6,600 $1.03M 0.02% +1,014 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,920 shares; 2025Q3: 17,815 shares; 2025Q4: 9,790 shares; 2026Q1: 24,470 shares; 2026Q2: 43,503 shares 43,503 $1.03M 0.02% +19,033 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,822 shares; 2025Q2: 24,425 shares; 2025Q3: 24,425 shares; 2025Q4: 24,425 shares; 2026Q1: 24,425 shares; 2026Q2: 24,425 shares 24,425 $1.02M 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,504 shares; 2025Q1: 4,931 shares; 2025Q2: 6,667 shares; 2025Q3: 28,874 shares; 2025Q4: 29,291 shares; 2026Q1: 29,187 shares; 2026Q2: 6,593 shares 6,593 $1.01M 0.01% -22,594 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,214 shares; 2024Q4: 7,188 shares; 2025Q1: 7,171 shares; 2025Q2: 7,131 shares; 2025Q3: 7,140 shares; 2025Q4: 10,411 shares; 2026Q1: 10,105 shares; 2026Q2: 11,333 shares 11,333 $1.01M 0.01% +1,228 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,367 shares; 2024Q4: 5,611 shares; 2025Q1: 6,322 shares; 2025Q2: 6,322 shares; 2025Q3: 6,202 shares; 2025Q4: 8,377 shares; 2026Q1: 6,956 shares; 2026Q2: 6,592 shares 6,592 $1M 0.01% -364 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,523 shares; 2025Q2: 2,359 shares; 2025Q3: 3,366 shares; 2025Q4: 4,079 shares; 2026Q1: 5,022 shares; 2026Q2: 6,274 shares 6,274 $1M 0.01% +1,252 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,481 shares; 2025Q4: 24,724 shares; 2026Q1: 30,552 shares; 2026Q2: 37,621 shares 37,621 $1000K 0.01% +7,069 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,385 shares; 2025Q2: not reported; 2025Q3: 8,428 shares; 2025Q4: 9,051 shares; 2026Q1: 13,690 shares; 2026Q2: 9,611 shares 9,611 $994K 0.01% -4,079 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,324 shares; 2024Q4: 9,324 shares; 2025Q1: 9,324 shares; 2025Q2: 8,913 shares; 2025Q3: 8,913 shares; 2025Q4: 8,913 shares; 2026Q1: 8,990 shares; 2026Q2: 8,990 shares 8,990 $992K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,347 shares; 2026Q1: 6,832 shares; 2026Q2: 6,917 shares 6,917 $990K 0.01% +85 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,662 shares; 2026Q1: 10,870 shares; 2026Q2: 14,303 shares 14,303 $990K 0.01% +3,433 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,943 shares; 2024Q4: 6,508 shares; 2025Q1: 6,426 shares; 2025Q2: 5,642 shares; 2025Q3: 4,866 shares; 2025Q4: 4,187 shares; 2026Q1: 4,394 shares; 2026Q2: 4,434 shares 4,434 $988K 0.01% +40 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,055 shares; 2025Q4: 8,367 shares; 2026Q1: 15,477 shares; 2026Q2: 26,206 shares 26,206 $982K 0.01% +10,729 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,522 shares; 2026Q1: 3,293 shares; 2026Q2: 4,569 shares 4,569 $973K 0.01% +1,276 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,408 shares; 2026Q1: 25,956 shares; 2026Q2: 29,871 shares 29,871 $972K 0.01% +3,915 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,309 shares; 2026Q2: 7,748 shares 7,748 $970K 0.01% +5,439 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,290 shares; 2025Q1: 5,111 shares; 2025Q2: 3,197 shares; 2025Q3: 3,521 shares; 2025Q4: 2,442 shares; 2026Q1: 2,472 shares; 2026Q2: 2,615 shares 2,615 $969K 0.01% +143 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,305 shares; 2024Q4: 30,043 shares; 2025Q1: 18,115 shares; 2025Q2: 19,749 shares; 2025Q3: 24,173 shares; 2025Q4: 27,499 shares; 2026Q1: 37,583 shares; 2026Q2: 43,249 shares 43,249 $966K 0.01% +5,666 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,600 shares; 2026Q1: 11,896 shares; 2026Q2: 13,731 shares 13,731 $962K 0.01% +1,835 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,797 shares; 2026Q1: 11,592 shares; 2026Q2: 13,250 shares 13,250 $960K 0.01% +1,658 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 5,776 shares; 2025Q1: 5,776 shares; 2025Q2: 5,811 shares; 2025Q3: 5,811 shares; 2025Q4: 11,401 shares; 2026Q1: 11,987 shares; 2026Q2: 12,235 shares 12,235 $959K 0.01% +248 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,396 shares; 2024Q4: 43,780 shares; 2025Q1: 12,580 shares; 2025Q2: 10,776 shares; 2025Q3: 10,356 shares; 2025Q4: 10,262 shares; 2026Q1: 10,256 shares; 2026Q2: 10,504 shares 10,504 $958K 0.01% +248 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407 shares; 2024Q4: 364 shares; 2025Q1: 635 shares; 2025Q2: 727 shares; 2025Q3: 507 shares; 2025Q4: 447 shares; 2026Q1: 535 shares; 2026Q2: 704 shares 704 $958K 0.01% +169 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,473 shares 10,473 $955K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,626 shares; 2024Q4: 17,200 shares; 2025Q1: 15,131 shares; 2025Q2: 15,512 shares; 2025Q3: 15,584 shares; 2025Q4: 15,797 shares; 2026Q1: 16,784 shares; 2026Q2: 20,046 shares 20,046 $953K 0.01% +3,262 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 9,154 shares; 2025Q1: 8,955 shares; 2025Q2: 10,125 shares; 2025Q3: 7,183 shares; 2025Q4: 7,314 shares; 2026Q1: 10,998 shares; 2026Q2: 12,523 shares 12,523 $952K 0.01% +1,525 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,376 shares; 2024Q4: 14,666 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,240 shares; 2026Q1: 55,524 shares; 2026Q2: 57,520 shares 57,520 $951K 0.01% +1,996 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831 shares; 2024Q4: 1,035 shares; 2025Q1: 740 shares; 2025Q2: 1,071 shares; 2025Q3: 1,158 shares; 2025Q4: 1,894 shares; 2026Q1: 1,985 shares; 2026Q2: 2,047 shares 2,047 $939K 0.01% +62 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,207 shares; 2025Q4: 21,876 shares; 2026Q1: 25,516 shares; 2026Q2: 29,313 shares 29,313 $938K 0.01% +3,797 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,068 shares; 2025Q1: 8,085 shares; 2025Q2: 10,382 shares; 2025Q3: 10,341 shares; 2025Q4: 11,805 shares; 2026Q1: 18,870 shares; 2026Q2: 23,240 shares 23,240 $933K 0.01% +4,370 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,645 shares; 2025Q1: 1,319 shares; 2025Q2: 1,673 shares; 2025Q3: 1,880 shares; 2025Q4: 2,969 shares; 2026Q1: 3,275 shares; 2026Q2: 3,452 shares 3,452 $931K 0.01% +177 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,690 shares; 2024Q4: 18,478 shares; 2025Q1: 18,436 shares; 2025Q2: 20,118 shares; 2025Q3: 20,076 shares; 2025Q4: 19,961 shares; 2026Q1: 9,066 shares; 2026Q2: 9,844 shares 9,844 $921K 0.01% +778 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,242 shares; 2026Q1: 11,864 shares; 2026Q2: 12,703 shares 12,703 $918K 0.01% +839 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,787 shares; 2024Q4: 18,707 shares; 2025Q1: 17,849 shares; 2025Q2: 17,346 shares; 2025Q3: 16,744 shares; 2025Q4: 16,274 shares; 2026Q1: 16,977 shares; 2026Q2: 16,980 shares 16,980 $917K 0.01% +3 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 5,415 shares; 2026Q2: 12,079 shares 12,079 $917K 0.01% +6,664 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,840 shares; 2026Q2: 26,057 shares 26,057 $903K 0.01% +18,217 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,409 shares; 2026Q1: 13,855 shares; 2026Q2: 15,485 shares 15,485 $898K 0.01% +1,630 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,018 shares 2,018 $898K 0.01% -147 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,415 shares; 2026Q1: 33,075 shares; 2026Q2: 35,701 shares 35,701 $895K 0.01% +2,626 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,776 shares; 2025Q1: 8,526 shares; 2025Q2: 8,526 shares; 2025Q3: 8,934 shares; 2025Q4: 8,494 shares; 2026Q1: 8,531 shares; 2026Q2: 16,490 shares 16,490 $894K 0.01% +7,959 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,543 shares; 2024Q4: 205,646 shares; 2025Q1: 66,313 shares; 2025Q2: 57,438 shares; 2025Q3: 34,940 shares; 2025Q4: 15,922 shares; 2026Q1: 12,705 shares; 2026Q2: 12,020 shares 12,020 $882K 0.01% -685 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,777 shares; 2026Q1: 5,238 shares; 2026Q2: 6,337 shares 6,337 $880K 0.01% +1,099 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,998 shares; 2026Q1: 7,641 shares; 2026Q2: 7,849 shares 7,849 $878K 0.01% +208 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,792 shares; 2025Q4: 21,043 shares; 2026Q1: 26,080 shares; 2026Q2: 31,035 shares 31,035 $875K 0.01% +4,955 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares; 2026Q2: 1,330 shares 1,330 $872K 0.01% +419 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,507 shares; 2025Q4: 22,803 shares; 2026Q1: 28,389 shares; 2026Q2: 31,687 shares 31,687 $871K 0.01% +3,298 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,334 shares; 2026Q1: 5,735 shares; 2026Q2: 4,930 shares 4,930 $867K 0.01% -805 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,088 shares; 2025Q1: 6,361 shares; 2025Q2: 6,474 shares; 2025Q3: 8,663 shares; 2025Q4: 10,117 shares; 2026Q1: 12,680 shares; 2026Q2: 14,881 shares 14,881 $865K 0.01% +2,201 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,428 shares; 2026Q1: 8,776 shares; 2026Q2: 14,112 shares 14,112 $865K 0.01% +5,336 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,748 shares; 2026Q1: 13,519 shares; 2026Q2: 19,416 shares 19,416 $865K 0.01% +5,897 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,324 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,504 shares; 2026Q2: 3,506 shares 3,506 $863K 0.01% +2 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,729 shares; 2024Q4: 3,788 shares; 2025Q1: 4,070 shares; 2025Q2: 3,791 shares; 2025Q3: 4,607 shares; 2025Q4: 3,959 shares; 2026Q1: 4,371 shares; 2026Q2: 3,766 shares 3,766 $855K 0.01% -605 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,236 shares; 2026Q2: 2,373 shares 2,373 $852K 0.01% +1,137 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,723 shares; 2024Q4: 8,228 shares; 2025Q1: 7,253 shares; 2025Q2: 7,543 shares; 2025Q3: 6,062 shares; 2025Q4: 6,912 shares; 2026Q1: 5,772 shares; 2026Q2: 7,228 shares 7,228 $851K 0.01% +1,456 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,857 shares; 2026Q2: 28,252 shares 28,252 $847K 0.01% +4,395 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,363 shares; 2026Q1: 36,749 shares; 2026Q2: 44,875 shares 44,875 $846K 0.01% +8,126 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,536 shares; 2026Q1: 16,042 shares; 2026Q2: 17,677 shares 17,677 $844K 0.01% +1,635 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,008 shares; 2026Q1: 12,501 shares; 2026Q2: 13,778 shares 13,778 $843K 0.01% +1,277 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,991 shares; 2026Q1: 3,606 shares; 2026Q2: 3,887 shares 3,887 $842K 0.01% +281 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,394 shares; 2024Q4: 15,216 shares; 2025Q1: 10,113 shares; 2025Q2: 13,046 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,128 shares; 2026Q2: 27,803 shares 27,803 $840K 0.01% +3,675 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,317 shares; 2025Q1: 3,087 shares; 2025Q2: 3,194 shares; 2025Q3: 3,195 shares; 2025Q4: 4,189 shares; 2026Q1: 3,856 shares; 2026Q2: 3,280 shares 3,280 $839K 0.01% -576 Timeline YALL YORKVILLE AMER INVTS TR More: the full row for YORKVILLE AMER INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,758 shares 19,758 $837K 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,359 shares; 2026Q2: 5,997 shares 5,997 $826K 0.01% -362 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: 1,309 shares; 2026Q2: 1,469 shares 1,469 $826K 0.01% +160 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,654 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,633 shares; 2025Q4: 1,703 shares; 2026Q1: 1,833 shares; 2026Q2: 2,456 shares 2,456 $822K 0.01% +623 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; 2024Q3: not reported; 2024Q4: 1,382 shares; 2025Q1: not reported; 2025Q2: 5,632 shares; 2025Q3: 3,508 shares; 2025Q4: 8,453 shares; 2026Q1: 9,333 shares; 2026Q2: 9,289 shares 9,289 $809K 0.01% -44 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; 2024Q3: 1,734 shares; 2024Q4: 2,338 shares; 2025Q1: 1,697 shares; 2025Q2: 1,681 shares; 2025Q3: 2,145 shares; 2025Q4: 2,891 shares; 2026Q1: 2,891 shares; 2026Q2: 2,821 shares 2,821 $805K 0.01% -70 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 1,370 shares; 2025Q1: 1,842 shares; 2025Q2: 1,880 shares; 2025Q3: 2,107 shares; 2025Q4: 4,233 shares; 2026Q1: 3,784 shares; 2026Q2: 2,184 shares 2,184 $805K 0.01% -1,600 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,184 shares; 2025Q4: not reported; 2026Q1: 1,406 shares; 2026Q2: 1,914 shares 1,914 $796K 0.01% +508 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,612 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,212 shares; 2026Q1: 12,263 shares; 2026Q2: 21,839 shares 21,839 $794K 0.01% +9,576 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,205 shares; 2025Q3: 9,037 shares; 2025Q4: 17,484 shares; 2026Q1: 28,319 shares; 2026Q2: 28,791 shares 28,791 $791K 0.01% +472 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,325 shares; 2025Q4: 2,898 shares; 2026Q1: 2,977 shares; 2026Q2: 2,861 shares 2,861 $790K 0.01% -116 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,576 shares; 2025Q1: 1,461 shares; 2025Q2: 1,594 shares; 2025Q3: 1,844 shares; 2025Q4: 1,784 shares; 2026Q1: 1,778 shares; 2026Q2: 1,603 shares 1,603 $787K 0.01% -175 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,034 shares; 2025Q4: 6,248 shares; 2026Q1: 8,689 shares; 2026Q2: 10,282 shares 10,282 $786K 0.01% +1,593 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,607 shares; 2026Q1: 5,912 shares; 2026Q2: 9,852 shares 9,852 $786K 0.01% +3,940 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,421 shares; 2024Q4: 1,950 shares; 2025Q1: 1,745 shares; 2025Q2: 1,707 shares; 2025Q3: 1,748 shares; 2025Q4: 1,829 shares; 2026Q1: 2,917 shares; 2026Q2: 3,676 shares 3,676 $783K 0.01% +759 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,744 shares; 2024Q4: 34,237 shares; 2025Q1: 38,375 shares; 2025Q2: 47,232 shares; 2025Q3: 56,567 shares; 2025Q4: 20,414 shares; 2026Q1: 19,146 shares; 2026Q2: 21,783 shares 21,783 $782K 0.01% +2,637 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,915 shares; 2025Q4: 5,363 shares; 2026Q1: 7,633 shares; 2026Q2: 8,850 shares 8,850 $782K 0.01% +1,217 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 86 shares; 2025Q1: 333 shares; 2025Q2: 410 shares; 2025Q3: 528 shares; 2025Q4: 435 shares; 2026Q1: 301 shares; 2026Q2: 4,384 shares 4,384 $781K 0.01% +4,083 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,245 shares; 2026Q1: 19,736 shares; 2026Q2: 25,440 shares 25,440 $781K 0.01% +5,704 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,548 shares; 2026Q2: 9,067 shares 9,067 $781K 0.01% +3,519 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 2,218 shares; 2026Q1: 2,751 shares; 2026Q2: 3,601 shares 3,601 $778K 0.01% +850 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,155 shares; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares; 2026Q1: 9,155 shares; 2026Q2: 9,155 shares 9,155 $775K 0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,028 shares; 2026Q1: 3,209 shares; 2026Q2: 7,355 shares 7,355 $769K 0.01% +4,146 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,634 shares; 2024Q4: 5,679 shares; 2025Q1: 7,137 shares; 2025Q2: 8,205 shares; 2025Q3: 8,383 shares; 2025Q4: 6,682 shares; 2026Q1: 4,520 shares; 2026Q2: 4,586 shares 4,586 $764K 0.01% +66 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,448 shares; 2026Q2: 2,934 shares 2,934 $764K 0.01% +486 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 2,707 shares; 2025Q1: 2,257 shares; 2025Q2: 2,512 shares; 2025Q3: 1,758 shares; 2025Q4: 1,690 shares; 2026Q1: 1,764 shares; 2026Q2: 2,307 shares 2,307 $762K 0.01% +543 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,192 shares; 2024Q4: 24,280 shares; 2025Q1: 3,348 shares; 2025Q2: 2,668 shares; 2025Q3: 2,285 shares; 2025Q4: 5,933 shares; 2026Q1: 6,895 shares; 2026Q2: 10,599 shares 10,599 $759K 0.01% +3,704 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,668 shares; 2024Q4: 6,952 shares; 2025Q1: 6,900 shares; 2025Q2: 6,872 shares; 2025Q3: 6,030 shares; 2025Q4: 5,985 shares; 2026Q1: 5,923 shares; 2026Q2: 6,932 shares 6,932 $759K 0.01% +1,009 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,294 shares; 2026Q1: 2,616 shares; 2026Q2: 3,237 shares 3,237 $757K 0.01% +621 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,502 shares; 2026Q1: 1,654 shares; 2026Q2: 1,497 shares 1,497 $757K 0.01% -157 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,517 shares; 2024Q4: 7,335 shares; 2025Q1: 9,967 shares; 2025Q2: 6,076 shares; 2025Q3: 3,653 shares; 2025Q4: 4,352 shares; 2026Q1: 5,750 shares; 2026Q2: 8,842 shares 8,842 $756K 0.01% +3,092 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,042 shares; 2025Q2: not reported; 2025Q3: 4,369 shares; 2025Q4: 6,978 shares; 2026Q1: 8,542 shares; 2026Q2: 8,739 shares 8,739 $755K 0.01% +197 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,619 shares; 2026Q1: 6,494 shares; 2026Q2: 7,653 shares 7,653 $755K 0.01% +1,159 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,810 shares; 2026Q2: 5,446 shares 5,446 $752K 0.01% +1,636 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 5,431 shares; 2026Q1: 9,680 shares; 2026Q2: 16,131 shares 16,131 $752K 0.01% +6,451 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,327 shares; 2026Q1: 3,866 shares; 2026Q2: 4,296 shares 4,296 $747K 0.01% +430 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,274 shares; 2024Q4: 24,274 shares; 2025Q1: 24,274 shares; 2025Q2: 15,874 shares; 2025Q3: 15,874 shares; 2025Q4: 15,874 shares; 2026Q1: 15,874 shares; 2026Q2: 15,874 shares 15,874 $746K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,460 shares; 2026Q1: 4,394 shares; 2026Q2: 6,968 shares 6,968 $746K 0.01% +2,574 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,497 shares; 2024Q4: 6,399 shares; 2025Q1: 6,787 shares; 2025Q2: 6,206 shares; 2025Q3: 5,735 shares; 2025Q4: 10,827 shares; 2026Q1: 9,026 shares; 2026Q2: 7,525 shares 7,525 $745K 0.01% -1,501 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,583 shares; 2026Q1: 10,062 shares; 2026Q2: 9,926 shares 9,926 $743K 0.01% -136 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,947 shares; 2025Q3: 12,707 shares; 2025Q4: 15,884 shares; 2026Q1: 14,993 shares; 2026Q2: 14,975 shares 14,975 $742K 0.01% -18 Timeline