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: 82,725,592 shares; 2024Q4: 181,089,569 shares; 2025Q1: 184,791,578 shares; 2025Q2: 184,001,503 shares; 2025Q3: 186,455,668 shares; 2025Q4: 180,778,097 shares; 2026Q1: 185,695,369 shares; 2026Q2: 182,562,625 shares 182,562,625 $5.06B 12.06% -3,132,744 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: 7,678,591 shares; 2024Q4: 7,878,078 shares; 2025Q1: 8,144,065 shares; 2025Q2: 8,616,866 shares; 2025Q3: 8,616,693 shares; 2025Q4: 8,470,296 shares; 2026Q1: 8,590,751 shares; 2026Q2: 7,928,734 shares 7,928,734 $2.38B 5.68% -662,017 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: 31,623,839 shares; 2024Q4: 32,684,511 shares; 2025Q1: 34,082,971 shares; 2025Q2: 34,535,105 shares; 2025Q3: 34,952,027 shares; 2025Q4: 34,070,052 shares; 2026Q1: 35,534,123 shares; 2026Q2: 35,767,193 shares 35,767,193 $2.13B 5.09% +233,070 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: 15,200,448 shares; 2024Q4: 16,322,389 shares; 2025Q1: 17,300,844 shares; 2025Q2: 18,101,201 shares; 2025Q3: 19,531,340 shares; 2025Q4: 20,972,198 shares; 2026Q1: 22,545,470 shares; 2026Q2: 24,303,617 shares 24,303,617 $1.89B 4.52% +1,758,147 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: 11,423,294 shares; 2024Q4: 11,793,797 shares; 2025Q1: 13,858,639 shares; 2025Q2: 14,436,154 shares; 2025Q3: 15,016,360 shares; 2025Q4: 16,150,941 shares; 2026Q1: 16,879,079 shares; 2026Q2: 17,590,235 shares 17,590,235 $1.7B 4.05% +711,156 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,788,033 shares; 2024Q4: 17,071,797 shares; 2025Q1: 18,245,406 shares; 2025Q2: 19,075,152 shares; 2025Q3: 20,427,266 shares; 2025Q4: 21,891,841 shares; 2026Q1: 23,598,179 shares; 2026Q2: 25,562,812 shares 25,562,812 $1.51B 3.6% +1,964,633 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,735,859 shares; 2024Q4: 38,301,085 shares; 2025Q1: 40,669,805 shares; 2025Q2: 42,677,764 shares; 2025Q3: 45,603,651 shares; 2025Q4: 49,666,971 shares; 2026Q1: 53,127,493 shares; 2026Q2: 56,682,533 shares 56,682,533 $1.5B 3.58% +3,555,040 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: 12,298,227 shares; 2024Q4: 25,335,420 shares; 2025Q1: 26,393,000 shares; 2025Q2: 33,442,998 shares; 2025Q3: 34,204,530 shares; 2025Q4: 34,024,368 shares; 2026Q1: 36,903,750 shares; 2026Q2: 37,697,754 shares 37,697,754 $1.36B 3.25% +794,004 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,540,860 shares; 2024Q4: 14,596,537 shares; 2025Q1: 15,696,044 shares; 2025Q2: 16,517,713 shares; 2025Q3: 17,550,488 shares; 2025Q4: 18,917,043 shares; 2026Q1: 20,349,943 shares; 2026Q2: 21,938,094 shares 21,938,094 $1.13B 2.68% +1,588,151 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,694,966 shares; 2024Q4: 10,738,988 shares; 2025Q1: 11,651,670 shares; 2025Q2: 12,485,403 shares; 2025Q3: 13,394,103 shares; 2025Q4: 14,411,863 shares; 2026Q1: 15,544,156 shares; 2026Q2: 16,920,030 shares 16,920,030 $934M 2.23% +1,375,874 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: 4,332,958 shares; 2024Q4: 4,559,901 shares; 2025Q1: 4,853,903 shares; 2025Q2: 4,903,027 shares; 2025Q3: 4,952,681 shares; 2025Q4: 4,944,180 shares; 2026Q1: 4,998,653 shares; 2026Q2: 5,041,385 shares 5,041,385 $778M 1.86% +42,732 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: 15,372,024 shares; 2024Q4: 16,531,590 shares; 2025Q1: 16,737,874 shares; 2025Q2: 13,648,827 shares; 2025Q3: 13,868,529 shares; 2025Q4: 14,158,418 shares; 2026Q1: 14,572,465 shares; 2026Q2: 15,483,969 shares 15,483,969 $694M 1.66% +911,504 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,212,369 shares; 2024Q4: 21,733,689 shares; 2025Q1: 23,271,924 shares; 2025Q2: 24,148,386 shares; 2025Q3: 25,120,320 shares; 2025Q4: 26,107,425 shares; 2026Q1: 27,649,126 shares; 2026Q2: 29,889,679 shares 29,889,679 $625M 1.49% +2,240,553 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: 1,930,857 shares; 2024Q4: 1,960,205 shares; 2025Q1: 1,964,201 shares; 2025Q2: 2,144,982 shares; 2025Q3: 2,152,177 shares; 2025Q4: 2,129,082 shares; 2026Q1: 2,102,992 shares; 2026Q2: 2,096,561 shares 2,096,561 $607M 1.45% -6,431 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769,091 shares; 2024Q4: 2,780,522 shares; 2025Q1: 2,458,500 shares; 2025Q2: 2,919,439 shares; 2025Q3: 2,914,133 shares; 2025Q4: 2,885,628 shares; 2026Q1: 2,888,694 shares; 2026Q2: 2,832,261 shares 2,832,261 $567M 1.35% -56,433 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,691,983 shares; 2024Q4: 5,963,609 shares; 2025Q1: 5,858,225 shares; 2025Q2: 5,649,063 shares; 2025Q3: 5,614,910 shares; 2025Q4: 6,562,442 shares; 2026Q1: 5,474,027 shares; 2026Q2: 5,431,650 shares 5,431,650 $558M 1.33% -42,377 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,108,797 shares; 2024Q4: 8,600,196 shares; 2025Q1: 9,137,346 shares; 2025Q2: 9,687,474 shares; 2025Q3: 10,290,517 shares; 2025Q4: 11,141,123 shares; 2026Q1: 12,094,500 shares; 2026Q2: 13,050,164 shares 13,050,164 $553M 1.32% +955,664 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128,539 shares; 2025Q3: 5,655,394 shares; 2025Q4: 5,868,543 shares; 2026Q1: 5,951,012 shares; 2026Q2: 6,581,765 shares 6,581,765 $523M 1.25% +630,753 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,384,106 shares; 2024Q4: 28,109,278 shares; 2025Q1: 29,695,319 shares; 2025Q2: 31,466,599 shares; 2025Q3: 32,820,036 shares; 2025Q4: 32,894,638 shares; 2026Q1: 34,501,583 shares; 2026Q2: 32,745,235 shares 32,745,235 $520M 1.24% -1,756,348 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: 1,663,173 shares; 2024Q4: 1,669,130 shares; 2025Q1: 1,553,459 shares; 2025Q2: 1,599,221 shares; 2025Q3: 1,561,820 shares; 2025Q4: 1,656,574 shares; 2026Q1: 1,301,303 shares; 2026Q2: 1,378,311 shares 1,378,311 $510M 1.22% +77,008 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: 1,535,895 shares; 2024Q4: 1,566,136 shares; 2025Q1: 1,570,327 shares; 2025Q2: 1,909,346 shares; 2025Q3: 1,928,546 shares; 2025Q4: 1,949,994 shares; 2026Q1: 2,128,797 shares; 2026Q2: 2,139,156 shares 2,139,156 $510M 1.22% +10,359 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: 2,029,300 shares; 2024Q4: 2,059,130 shares; 2025Q1: 2,072,754 shares; 2025Q2: 2,179,036 shares; 2025Q3: 2,171,647 shares; 2025Q4: 2,010,266 shares; 2026Q1: 1,428,163 shares; 2026Q2: 1,429,431 shares 1,429,431 $505M 1.2% +1,268 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,185,100 shares; 2024Q4: 6,591,512 shares; 2025Q1: 7,047,977 shares; 2025Q2: 7,343,917 shares; 2025Q3: 7,701,370 shares; 2025Q4: 8,168,332 shares; 2026Q1: 8,769,158 shares; 2026Q2: 9,884,431 shares 9,884,431 $479M 1.14% +1,115,273 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: 870,103 shares; 2024Q4: 887,052 shares; 2025Q1: 897,145 shares; 2025Q2: 937,068 shares; 2025Q3: 943,282 shares; 2025Q4: 935,599 shares; 2026Q1: 1,120,799 shares; 2026Q2: 1,174,622 shares 1,174,622 $438M 1.05% +53,823 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: 14,921,731 shares; 2024Q4: 13,893,012 shares; 2025Q1: 13,295,673 shares; 2025Q2: 6,029,717 shares; 2025Q3: 5,871,070 shares; 2025Q4: 5,520,278 shares; 2026Q1: 5,404,160 shares; 2026Q2: 5,237,754 shares 5,237,754 $396M 0.94% -166,406 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: 421,381 shares; 2024Q4: 432,122 shares; 2025Q1: 439,353 shares; 2025Q2: 452,685 shares; 2025Q3: 460,417 shares; 2025Q4: 483,056 shares; 2026Q1: 559,472 shares; 2026Q2: 608,286 shares 608,286 $343M 0.82% +48,814 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: 139,274 shares; 2024Q4: 193,486 shares; 2025Q1: 212,519 shares; 2025Q2: 225,934 shares; 2025Q3: 245,596 shares; 2025Q4: 249,601 shares; 2026Q1: 259,772 shares; 2026Q2: 268,075 shares 268,075 $322M 0.77% +8,303 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: 2,966,753 shares; 2024Q4: 2,620,743 shares; 2025Q1: 2,613,040 shares; 2025Q2: 2,639,475 shares; 2025Q3: 2,671,167 shares; 2025Q4: 2,646,007 shares; 2026Q1: 2,667,112 shares; 2026Q2: 2,678,512 shares 2,678,512 $303M 0.72% +11,400 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,422 shares; 2024Q4: 1,017,651 shares; 2025Q1: 804,618 shares; 2025Q2: 828,122 shares; 2025Q3: 838,525 shares; 2025Q4: 840,037 shares; 2026Q1: 866,890 shares; 2026Q2: 884,396 shares 884,396 $289M 0.69% +17,506 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: 852,574 shares; 2024Q4: 842,651 shares; 2025Q1: 569,115 shares; 2025Q2: 642,791 shares; 2025Q3: 658,850 shares; 2025Q4: 649,122 shares; 2026Q1: 661,557 shares; 2026Q2: 687,262 shares 687,262 $289M 0.69% +25,705 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: 478,827 shares; 2024Q4: 489,494 shares; 2025Q1: 493,795 shares; 2025Q2: 496,723 shares; 2025Q3: 508,510 shares; 2025Q4: 504,101 shares; 2026Q1: 533,470 shares; 2026Q2: 553,421 shares 553,421 $277M 0.66% +19,951 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: 5,677,572 shares; 2024Q4: 5,737,712 shares; 2025Q1: 5,703,199 shares; 2025Q2: 5,581,197 shares; 2025Q3: 5,519,640 shares; 2025Q4: 6,376,748 shares; 2026Q1: 5,223,149 shares; 2026Q2: 4,655,004 shares 4,655,004 $255M 0.61% -568,145 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411,160 shares; 2024Q4: 1,456,882 shares; 2025Q1: 1,545,780 shares; 2025Q2: 1,628,836 shares; 2025Q3: 1,687,422 shares; 2025Q4: 1,696,176 shares; 2026Q1: 1,754,841 shares; 2026Q2: 1,778,973 shares 1,778,973 $243M 0.58% +24,132 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: 834,877 shares; 2024Q4: 731,257 shares; 2025Q1: 844,166 shares; 2025Q2: 876,818 shares; 2025Q3: 895,199 shares; 2025Q4: 889,379 shares; 2026Q1: 897,518 shares; 2026Q2: 905,317 shares 905,317 $230M 0.55% +7,799 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: 419,029 shares; 2024Q4: 425,948 shares; 2025Q1: 361,958 shares; 2025Q2: 368,495 shares; 2025Q3: 374,588 shares; 2025Q4: 375,188 shares; 2026Q1: 404,083 shares; 2026Q2: 439,850 shares 439,850 $226M 0.54% +35,767 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: 235,841 shares; 2024Q4: 235,907 shares; 2025Q1: 251,890 shares; 2025Q2: 348,953 shares; 2025Q3: 355,915 shares; 2025Q4: 388,672 shares; 2026Q1: 442,159 shares; 2026Q2: 501,433 shares 501,433 $208M 0.5% +59,274 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: 1,781,999 shares; 2024Q4: 1,823,327 shares; 2025Q1: 1,922,812 shares; 2025Q2: 1,999,765 shares; 2025Q3: 2,053,905 shares; 2025Q4: 2,067,761 shares; 2026Q1: 2,108,480 shares; 2026Q2: 2,148,375 shares 2,148,375 $189M 0.45% +39,895 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: 172,304 shares; 2024Q4: 178,514 shares; 2025Q1: 248,732 shares; 2025Q2: 271,618 shares; 2025Q3: 282,140 shares; 2025Q4: 198,633 shares; 2026Q1: 339,982 shares; 2026Q2: 351,687 shares 351,687 $183M 0.44% +11,705 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: 253,620 shares; 2024Q4: 255,388 shares; 2025Q1: 256,441 shares; 2025Q2: 265,734 shares; 2025Q3: 267,696 shares; 2025Q4: 252,716 shares; 2026Q1: 171,890 shares; 2026Q2: 171,332 shares 171,332 $182M 0.44% -558 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: 168,641 shares; 2024Q4: 176,765 shares; 2025Q1: 176,713 shares; 2025Q2: 178,481 shares; 2025Q3: 181,605 shares; 2025Q4: 179,960 shares; 2026Q1: 189,531 shares; 2026Q2: 194,416 shares 194,416 $182M 0.43% +4,885 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: 1,124,889 shares; 2024Q4: 1,158,815 shares; 2025Q1: 1,196,214 shares; 2025Q2: 1,254,496 shares; 2025Q3: 1,284,436 shares; 2025Q4: 1,295,190 shares; 2026Q1: 1,358,766 shares; 2026Q2: 1,406,743 shares 1,406,743 $178M 0.42% +47,977 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: 2,890 shares; 2024Q4: 3,119 shares; 2025Q1: 4,220 shares; 2025Q2: 2,956 shares; 2025Q3: 3,450 shares; 2025Q4: 139,742 shares; 2026Q1: 404,936 shares; 2026Q2: 475,630 shares 475,630 $178M 0.42% +70,694 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: 513,334 shares; 2024Q4: 501,752 shares; 2025Q1: 492,575 shares; 2025Q2: 478,858 shares; 2025Q3: 466,953 shares; 2025Q4: 307,337 shares; 2026Q1: 442,559 shares; 2026Q2: 430,492 shares 430,492 $176M 0.42% -12,067 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126,243 shares; 2024Q4: 851,765 shares; 2025Q1: 869,676 shares; 2025Q2: 914,327 shares; 2025Q3: 941,503 shares; 2025Q4: 895,554 shares; 2026Q1: 1,062,532 shares; 2026Q2: 1,147,249 shares 1,147,249 $168M 0.4% +84,717 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: 243,657 shares; 2024Q4: 341,753 shares; 2025Q1: 375,864 shares; 2025Q2: 433,451 shares; 2025Q3: 436,333 shares; 2025Q4: 437,423 shares; 2026Q1: 442,412 shares; 2026Q2: 440,326 shares 440,326 $166M 0.4% -2,086 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,486 shares; 2024Q4: 65,461 shares; 2025Q1: 74,093 shares; 2025Q2: 349,504 shares; 2025Q3: 430,578 shares; 2025Q4: 548,494 shares; 2026Q1: 507,612 shares; 2026Q2: 886,708 shares 886,708 $164M 0.39% +379,096 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366,058 shares; 2024Q4: 1,401,664 shares; 2025Q1: 1,439,072 shares; 2025Q2: 1,471,380 shares; 2025Q3: 1,502,015 shares; 2025Q4: 1,460,599 shares; 2026Q1: 1,583,291 shares; 2026Q2: 1,634,931 shares 1,634,931 $156M 0.37% +51,640 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: 1,317,909 shares; 2024Q4: 1,359,735 shares; 2025Q1: 1,374,619 shares; 2025Q2: 1,432,041 shares; 2025Q3: 1,449,382 shares; 2025Q4: 1,439,260 shares; 2026Q1: 1,528,842 shares; 2026Q2: 1,606,937 shares 1,606,937 $155M 0.37% +78,095 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: 522,074 shares; 2024Q4: 490,255 shares; 2025Q1: 587,047 shares; 2025Q2: 645,638 shares; 2025Q3: 664,730 shares; 2025Q4: 672,853 shares; 2026Q1: 688,836 shares; 2026Q2: 683,400 shares 683,400 $152M 0.36% -5,436 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 2,002 shares; 2025Q1: 1,489 shares; 2025Q2: 2,267 shares; 2025Q3: 2,730 shares; 2025Q4: 2,427 shares; 2026Q1: 650,682 shares; 2026Q2: 709,955 shares 709,955 $151M 0.36% +59,273 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: 696,029 shares; 2024Q4: 723,003 shares; 2025Q1: 747,825 shares; 2025Q2: 795,415 shares; 2025Q3: 819,939 shares; 2025Q4: 830,060 shares; 2026Q1: 873,185 shares; 2026Q2: 893,452 shares 893,452 $148M 0.35% +20,267 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: 332,921 shares; 2024Q4: 319,045 shares; 2025Q1: 323,414 shares; 2025Q2: 340,268 shares; 2025Q3: 349,119 shares; 2025Q4: 388,741 shares; 2026Q1: 380,889 shares; 2026Q2: 418,548 shares 418,548 $148M 0.35% +37,659 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: 565,477 shares; 2024Q4: 577,125 shares; 2025Q1: 584,920 shares; 2025Q2: 595,617 shares; 2025Q3: 603,902 shares; 2025Q4: 602,671 shares; 2026Q1: 623,655 shares; 2026Q2: 502,698 shares 502,698 $140M 0.33% -120,957 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: 1,184,902 shares; 2024Q4: 1,262,180 shares; 2025Q1: 1,340,090 shares; 2025Q2: 1,380,946 shares; 2025Q3: 1,412,483 shares; 2025Q4: 1,374,643 shares; 2026Q1: 1,438,185 shares; 2026Q2: 1,453,855 shares 1,453,855 $140M 0.33% +15,670 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: 216,350 shares; 2024Q4: 216,981 shares; 2025Q1: 196,682 shares; 2025Q2: 147,582 shares; 2025Q3: 148,803 shares; 2025Q4: 1,490,223 shares; 2026Q1: 1,841,822 shares; 2026Q2: 1,924,471 shares 1,924,471 $137M 0.33% +82,649 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: 1,786,315 shares; 2024Q4: 1,813,920 shares; 2025Q1: 1,862,732 shares; 2025Q2: 1,847,395 shares; 2025Q3: 1,831,564 shares; 2025Q4: 1,464,590 shares; 2026Q1: 1,455,249 shares; 2026Q2: 1,452,242 shares 1,452,242 $136M 0.32% -3,007 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: 1,004,060 shares; 2024Q4: 773,068 shares; 2025Q1: 904,224 shares; 2025Q2: 979,877 shares; 2025Q3: 1,005,640 shares; 2025Q4: 987,170 shares; 2026Q1: 682,807 shares; 2026Q2: 761,440 shares 761,440 $133M 0.32% +78,633 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138,455 shares; 2024Q4: 1,215,242 shares; 2025Q1: 1,456,637 shares; 2025Q2: 1,590,341 shares; 2025Q3: 1,630,009 shares; 2025Q4: 1,652,881 shares; 2026Q1: 1,705,726 shares; 2026Q2: 1,718,328 shares 1,718,328 $131M 0.31% +12,602 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: 1,333,250 shares; 2024Q4: 1,372,978 shares; 2025Q1: 1,391,632 shares; 2025Q2: 1,469,136 shares; 2025Q3: 1,208,880 shares; 2025Q4: 1,181,330 shares; 2026Q1: 1,235,589 shares; 2026Q2: 1,256,740 shares 1,256,740 $128M 0.31% +21,151 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: 435,244 shares; 2024Q4: 447,659 shares; 2025Q1: 474,043 shares; 2025Q2: 496,433 shares; 2025Q3: 504,268 shares; 2025Q4: 482,607 shares; 2026Q1: 514,594 shares; 2026Q2: 507,376 shares 507,376 $128M 0.3% -7,218 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: 420,345 shares; 2024Q4: 303,466 shares; 2025Q1: 314,529 shares; 2025Q2: 324,480 shares; 2025Q3: 332,548 shares; 2025Q4: 333,071 shares; 2026Q1: 342,412 shares; 2026Q2: 349,667 shares 349,667 $127M 0.3% +7,255 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804,971 shares; 2024Q4: 821,821 shares; 2025Q1: 971,981 shares; 2025Q2: 1,154,579 shares; 2025Q3: 1,081,228 shares; 2025Q4: 1,114,786 shares; 2026Q1: 1,147,635 shares; 2026Q2: 1,159,700 shares 1,159,700 $125M 0.3% +12,065 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: 740,654 shares; 2024Q4: 771,541 shares; 2025Q1: 798,194 shares; 2025Q2: 824,135 shares; 2025Q3: 841,751 shares; 2025Q4: 822,497 shares; 2026Q1: 867,624 shares; 2026Q2: 883,476 shares 883,476 $121M 0.29% +15,852 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106,778 shares; 2024Q4: 1,144,608 shares; 2025Q1: 1,186,168 shares; 2025Q2: 1,217,613 shares; 2025Q3: 1,251,324 shares; 2025Q4: 1,237,036 shares; 2026Q1: 1,314,924 shares; 2026Q2: 1,483,851 shares 1,483,851 $121M 0.29% +168,927 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,747 shares; 2024Q4: 760,423 shares; 2025Q1: 821,288 shares; 2025Q2: 928,410 shares; 2025Q3: 941,585 shares; 2025Q4: 919,973 shares; 2026Q1: 967,149 shares; 2026Q2: 996,913 shares 996,913 $121M 0.29% +29,764 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,419 shares; 2024Q4: 433,983 shares; 2025Q1: 443,797 shares; 2025Q2: 465,599 shares; 2025Q3: 393,188 shares; 2025Q4: 309,201 shares; 2026Q1: 388,184 shares; 2026Q2: 403,505 shares 403,505 $118M 0.28% +15,321 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551,932 shares; 2024Q4: 427,511 shares; 2025Q1: 705,778 shares; 2025Q2: 749,619 shares; 2025Q3: 777,353 shares; 2025Q4: 809,028 shares; 2026Q1: 882,296 shares; 2026Q2: 1,121,787 shares 1,121,787 $117M 0.28% +239,491 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: 4,029,978 shares; 2024Q4: 3,852,683 shares; 2025Q1: 4,419,125 shares; 2025Q2: 4,848,235 shares; 2025Q3: 5,035,341 shares; 2025Q4: 5,143,619 shares; 2026Q1: 5,626,122 shares; 2026Q2: 4,830,581 shares 4,830,581 $116M 0.28% -795,541 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: 3,589,752 shares; 2024Q4: 2,173,119 shares; 2025Q1: 1,964,101 shares; 2025Q2: 1,988,257 shares; 2025Q3: 2,001,816 shares; 2025Q4: 1,966,610 shares; 2026Q1: 2,003,620 shares; 2026Q2: 2,023,849 shares 2,023,849 $115M 0.28% +20,229 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: 436,629 shares; 2024Q4: 446,426 shares; 2025Q1: 453,452 shares; 2025Q2: 462,820 shares; 2025Q3: 472,873 shares; 2025Q4: 474,864 shares; 2026Q1: 495,981 shares; 2026Q2: 516,221 shares 516,221 $115M 0.27% +20,240 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086 shares; 2024Q4: 181,028 shares; 2025Q1: 205,287 shares; 2025Q2: 323,224 shares; 2025Q3: 331,036 shares; 2025Q4: 334,074 shares; 2026Q1: 355,053 shares; 2026Q2: 456,220 shares 456,220 $113M 0.27% +101,167 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: 9,782 shares; 2024Q4: 549,622 shares; 2025Q1: 1,422,643 shares; 2025Q2: 1,488,821 shares; 2025Q3: 1,526,581 shares; 2025Q4: 1,579,966 shares; 2026Q1: 1,680,521 shares; 2026Q2: 1,716,132 shares 1,716,132 $108M 0.26% +35,611 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: 2,645 shares; 2024Q4: 241,714 shares; 2025Q1: 271,856 shares; 2025Q2: 294,627 shares; 2025Q3: 304,616 shares; 2025Q4: 347,788 shares; 2026Q1: 438,969 shares; 2026Q2: 493,071 shares 493,071 $108M 0.26% +54,102 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044,270 shares; 2024Q4: 1,071,091 shares; 2025Q1: 1,080,710 shares; 2025Q2: 1,145,533 shares; 2025Q3: 1,176,217 shares; 2025Q4: 1,184,185 shares; 2026Q1: 1,221,072 shares; 2026Q2: 1,146,724 shares 1,146,724 $106M 0.25% -74,348 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: 335,405 shares; 2024Q4: 346,144 shares; 2025Q1: 356,932 shares; 2025Q2: 370,631 shares; 2025Q3: 380,207 shares; 2025Q4: 384,129 shares; 2026Q1: 386,628 shares; 2026Q2: 391,313 shares 391,313 $106M 0.25% +4,685 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,995 shares; 2024Q4: 10,178 shares; 2025Q1: 9,429 shares; 2025Q2: 94,513 shares; 2025Q3: 160,574 shares; 2025Q4: 114,862 shares; 2026Q1: 2,059,639 shares; 2026Q2: 1,151,797 shares 1,151,797 $101M 0.24% -907,842 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: 254,778 shares; 2024Q4: 250,375 shares; 2025Q1: 152,285 shares; 2025Q2: 151,630 shares; 2025Q3: 150,419 shares; 2025Q4: 140,916 shares; 2026Q1: 99,209 shares; 2026Q2: 99,927 shares 99,927 $101M 0.24% +718 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,128 shares; 2024Q4: 39,894 shares; 2025Q1: 40,313 shares; 2025Q2: 162,563 shares; 2025Q3: 197,755 shares; 2025Q4: 250,372 shares; 2026Q1: 301,236 shares; 2026Q2: 341,908 shares 341,908 $101M 0.24% +40,672 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: 495,931 shares; 2024Q4: 508,846 shares; 2025Q1: 544,667 shares; 2025Q2: 577,850 shares; 2025Q3: 592,301 shares; 2025Q4: 578,329 shares; 2026Q1: 598,838 shares; 2026Q2: 383,974 shares 383,974 $100M 0.24% -214,864 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: 312,658 shares; 2024Q4: 322,925 shares; 2025Q1: 332,556 shares; 2025Q2: 278,364 shares; 2025Q3: 281,439 shares; 2025Q4: 268,982 shares; 2026Q1: 288,542 shares; 2026Q2: 289,805 shares 289,805 $99.8M 0.24% +1,263 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: 2,302,217 shares; 2024Q4: 2,372,756 shares; 2025Q1: 2,433,328 shares; 2025Q2: 2,492,080 shares; 2025Q3: 2,544,527 shares; 2025Q4: 2,509,179 shares; 2026Q1: 2,663,033 shares; 2026Q2: 2,727,832 shares 2,727,832 $99.2M 0.24% +64,799 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,475 shares; 2024Q4: 370,315 shares; 2025Q1: 387,774 shares; 2025Q2: 400,651 shares; 2025Q3: 406,985 shares; 2025Q4: 399,888 shares; 2026Q1: 397,394 shares; 2026Q2: 340,136 shares 340,136 $98.8M 0.24% -57,258 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: 1,008,224 shares; 2024Q4: 1,022,383 shares; 2025Q1: 1,018,608 shares; 2025Q2: 1,026,401 shares; 2025Q3: 1,000,857 shares; 2025Q4: 966,752 shares; 2026Q1: 1,020,338 shares; 2026Q2: 635,048 shares 635,048 $97.6M 0.23% -385,290 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: 2,273,074 shares; 2024Q4: 2,058,512 shares; 2025Q1: 2,060,380 shares; 2025Q2: 2,075,782 shares; 2025Q3: 2,103,604 shares; 2025Q4: 2,111,625 shares; 2026Q1: 2,155,883 shares; 2026Q2: 2,286,352 shares 2,286,352 $96.8M 0.23% +130,469 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: 685,135 shares; 2024Q4: 676,926 shares; 2025Q1: 447,651 shares; 2025Q2: 1,846,846 shares; 2025Q3: 1,845,680 shares; 2025Q4: 1,765,368 shares; 2026Q1: 1,105,919 shares; 2026Q2: 1,111,873 shares 1,111,873 $96.8M 0.23% +5,954 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,504 shares; 2024Q4: 1,054,448 shares; 2025Q1: 1,099,718 shares; 2025Q2: 1,144,969 shares; 2025Q3: 1,109,581 shares; 2025Q4: 1,105,654 shares; 2026Q1: 1,129,566 shares; 2026Q2: 1,156,132 shares 1,156,132 $96.6M 0.23% +26,566 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: 973,357 shares; 2024Q4: 873,164 shares; 2025Q1: 878,290 shares; 2025Q2: 848,621 shares; 2025Q3: 862,418 shares; 2025Q4: 862,517 shares; 2026Q1: 887,609 shares; 2026Q2: 901,686 shares 901,686 $96.5M 0.23% +14,077 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907,852 shares; 2024Q4: 1,676,720 shares; 2025Q1: 1,624,389 shares; 2025Q2: 1,765,618 shares; 2025Q3: 1,805,872 shares; 2025Q4: 2,020,173 shares; 2026Q1: 2,298,417 shares; 2026Q2: 2,818,363 shares 2,818,363 $95.8M 0.23% +519,946 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,680 shares; 2024Q4: 348,080 shares; 2025Q1: 363,257 shares; 2025Q2: 647,497 shares; 2025Q3: 653,966 shares; 2025Q4: 680,534 shares; 2026Q1: 711,963 shares; 2026Q2: 728,102 shares 728,102 $95.1M 0.23% +16,139 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: 5,968 shares; 2024Q4: 6,406 shares; 2025Q1: 6,443 shares; 2025Q2: 5,242 shares; 2025Q3: 440,061 shares; 2025Q4: 437,530 shares; 2026Q1: 474,786 shares; 2026Q2: 497,192 shares 497,192 $94.3M 0.23% +22,406 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: 995,950 shares; 2024Q4: 1,016,079 shares; 2025Q1: 1,038,964 shares; 2025Q2: 1,101,574 shares; 2025Q3: 1,135,051 shares; 2025Q4: 1,138,845 shares; 2026Q1: 1,132,189 shares; 2026Q2: 1,159,225 shares 1,159,225 $94.3M 0.23% +27,036 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: 1,176,232 shares; 2024Q4: 1,102,760 shares; 2025Q1: 1,153,566 shares; 2025Q2: 1,248,537 shares; 2025Q3: 1,249,266 shares; 2025Q4: 1,242,854 shares; 2026Q1: 1,276,081 shares; 2026Q2: 1,301,909 shares 1,301,909 $94.1M 0.22% +25,828 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: 1,147,525 shares; 2024Q4: 1,192,964 shares; 2025Q1: 1,227,231 shares; 2025Q2: 1,260,977 shares; 2025Q3: 1,055,614 shares; 2025Q4: 1,014,134 shares; 2026Q1: 1,068,450 shares; 2026Q2: 1,082,040 shares 1,082,040 $93.5M 0.22% +13,590 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,808,896 shares; 2024Q4: 3,790,643 shares; 2025Q1: 2,753,144 shares; 2025Q2: 2,776,082 shares; 2025Q3: 2,795,971 shares; 2025Q4: 2,724,901 shares; 2026Q1: 2,843,227 shares; 2026Q2: 2,880,841 shares 2,880,841 $92.1M 0.22% +37,614 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: 907,849 shares; 2024Q4: 917,214 shares; 2025Q1: 916,083 shares; 2025Q2: 918,333 shares; 2025Q3: 927,566 shares; 2025Q4: 907,992 shares; 2026Q1: 948,125 shares; 2026Q2: 934,540 shares 934,540 $84.8M 0.2% -13,585 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: 1,906,515 shares; 2024Q4: 1,947,986 shares; 2025Q1: 2,104,750 shares; 2025Q2: 2,293,159 shares; 2025Q3: 2,280,004 shares; 2025Q4: 2,277,047 shares; 2026Q1: 3,227,699 shares; 2026Q2: 3,436,733 shares 3,436,733 $84.4M 0.2% +209,034 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: 755,734 shares; 2024Q4: 748,472 shares; 2025Q1: 692,883 shares; 2025Q2: 694,149 shares; 2025Q3: 682,386 shares; 2025Q4: 761,908 shares; 2026Q1: 503,648 shares; 2026Q2: 510,183 shares 510,183 $83.5M 0.2% +6,535 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: 331,810 shares; 2024Q4: 340,605 shares; 2025Q1: 381,637 shares; 2025Q2: 404,340 shares; 2025Q3: 412,011 shares; 2025Q4: 342,905 shares; 2026Q1: 357,659 shares; 2026Q2: 385,384 shares 385,384 $83.4M 0.2% +27,725 Timeline VAW 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: 308,249 shares; 2024Q4: 317,900 shares; 2025Q1: 340,823 shares; 2025Q2: 348,715 shares; 2025Q3: 348,037 shares; 2025Q4: 387,117 shares; 2026Q1: 343,740 shares; 2026Q2: 363,505 shares 363,505 $83.2M 0.2% +19,765 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: 378,902 shares; 2024Q4: 377,719 shares; 2025Q1: 428,847 shares; 2025Q2: 467,596 shares; 2025Q3: 467,028 shares; 2025Q4: 498,616 shares; 2026Q1: 568,018 shares; 2026Q2: 612,908 shares 612,908 $83M 0.2% +44,890 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705,719 shares; 2024Q4: 741,484 shares; 2025Q1: 778,118 shares; 2025Q2: 866,575 shares; 2025Q3: 886,771 shares; 2025Q4: 872,359 shares; 2026Q1: 599,454 shares; 2026Q2: 607,037 shares 607,037 $82M 0.2% +7,583 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: 4,542,925 shares; 2024Q4: 4,596,512 shares; 2025Q1: 4,033,084 shares; 2025Q2: 4,068,157 shares; 2025Q3: 4,115,666 shares; 2025Q4: 4,093,291 shares; 2026Q1: 4,270,141 shares; 2026Q2: 3,949,912 shares 3,949,912 $81.8M 0.2% -320,229 Timeline VPU 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: 364,276 shares; 2024Q4: 364,058 shares; 2025Q1: 380,900 shares; 2025Q2: 375,973 shares; 2025Q3: 372,748 shares; 2025Q4: 411,752 shares; 2026Q1: 382,530 shares; 2026Q2: 412,786 shares 412,786 $80.8M 0.19% +30,256 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: 705,878 shares; 2024Q4: 775,563 shares; 2025Q1: 915,171 shares; 2025Q2: 949,908 shares; 2025Q3: 962,704 shares; 2025Q4: 832,022 shares; 2026Q1: 866,719 shares; 2026Q2: 888,620 shares 888,620 $80.4M 0.19% +21,901 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,853 shares; 2025Q3: 252,599 shares; 2025Q4: 252,980 shares; 2026Q1: 176,892 shares; 2026Q2: 311,068 shares 311,068 $79.2M 0.19% +134,176 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 299,832 shares; 2025Q2: 456,013 shares; 2025Q3: 468,739 shares; 2025Q4: 458,124 shares; 2026Q1: 359,403 shares; 2026Q2: 856,367 shares 856,367 $78.6M 0.19% +496,964 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: not reported; 2025Q1: 828,820 shares; 2025Q2: 902,124 shares; 2025Q3: 939,876 shares; 2025Q4: 943,298 shares; 2026Q1: 1,014,215 shares; 2026Q2: 1,040,559 shares 1,040,559 $77.4M 0.18% +26,344 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: 162,255 shares; 2024Q4: 265,783 shares; 2025Q1: 292,541 shares; 2025Q2: 309,419 shares; 2025Q3: 321,430 shares; 2025Q4: 285,815 shares; 2026Q1: 403,831 shares; 2026Q2: 449,288 shares 449,288 $75.4M 0.18% +45,457 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,989 shares; 2025Q4: 2,088 shares; 2026Q1: 385,931 shares; 2026Q2: 717,383 shares 717,383 $71.9M 0.17% +331,452 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585,475 shares; 2024Q4: 1,660,038 shares; 2025Q1: 1,685,205 shares; 2025Q2: 1,711,008 shares; 2025Q3: 1,741,026 shares; 2025Q4: 1,688,534 shares; 2026Q1: 1,808,639 shares; 2026Q2: 1,871,675 shares 1,871,675 $71.7M 0.17% +63,036 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: 2,071,176 shares; 2024Q4: 2,110,969 shares; 2025Q1: 2,120,493 shares; 2025Q2: 2,189,170 shares; 2025Q3: 2,220,398 shares; 2025Q4: 2,159,624 shares; 2026Q1: 2,234,731 shares; 2026Q2: 1,287,313 shares 1,287,313 $71.4M 0.17% -947,418 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: 1,654 shares; 2024Q4: 352,602 shares; 2025Q1: 431,546 shares; 2025Q2: 454,217 shares; 2025Q3: 468,653 shares; 2025Q4: 453,977 shares; 2026Q1: 524,088 shares; 2026Q2: 550,244 shares 550,244 $71.4M 0.17% +26,156 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851,931 shares; 2024Q4: 876,531 shares; 2025Q1: 865,436 shares; 2025Q2: 881,627 shares; 2025Q3: 910,328 shares; 2025Q4: 949,193 shares; 2026Q1: 992,883 shares; 2026Q2: 1,033,523 shares 1,033,523 $69.2M 0.17% +40,640 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212,575 shares; 2024Q4: 1,261,757 shares; 2025Q1: 1,558,982 shares; 2025Q2: 2,028,258 shares; 2025Q3: 2,228,280 shares; 2025Q4: 2,321,975 shares; 2026Q1: 2,466,005 shares; 2026Q2: 2,509,483 shares 2,509,483 $68.7M 0.16% +43,478 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,472,084 shares 1,472,084 $68.6M 0.16% new 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: 2,030,416 shares; 2024Q4: 2,037,187 shares; 2025Q1: 2,248,858 shares; 2025Q2: 2,429,436 shares; 2025Q3: 2,460,699 shares; 2025Q4: 2,365,177 shares; 2026Q1: 2,583,527 shares; 2026Q2: 2,765,990 shares 2,765,990 $65.3M 0.16% +182,463 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788 shares; 2024Q4: 233,004 shares; 2025Q1: 239,143 shares; 2025Q2: 250,938 shares; 2025Q3: 259,901 shares; 2025Q4: 228,402 shares; 2026Q1: 303,338 shares; 2026Q2: 359,468 shares 359,468 $64.5M 0.15% +56,130 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,835 shares; 2024Q4: 8,482 shares; 2025Q1: 8,919 shares; 2025Q2: 10,155 shares; 2025Q3: 8,531 shares; 2025Q4: 6,443 shares; 2026Q1: 5,933 shares; 2026Q2: 1,354,163 shares 1,354,163 $63M 0.15% +1,348,230 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 226,988 shares; 2025Q1: 264,834 shares; 2025Q2: 275,650 shares; 2025Q3: 280,621 shares; 2025Q4: 283,252 shares; 2026Q1: 270,561 shares; 2026Q2: 352,563 shares 352,563 $62.6M 0.15% +82,002 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,332 shares; 2024Q4: 4,509 shares; 2025Q1: 4,099 shares; 2025Q2: 3,936 shares; 2025Q3: 325,249 shares; 2025Q4: 377,197 shares; 2026Q1: 486,548 shares; 2026Q2: 568,328 shares 568,328 $62.4M 0.15% +81,780 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,093 shares; 2024Q4: 367,441 shares; 2025Q1: 363,560 shares; 2025Q2: 373,095 shares; 2025Q3: 368,981 shares; 2025Q4: 364,596 shares; 2026Q1: 387,550 shares; 2026Q2: 392,690 shares 392,690 $61.5M 0.15% +5,140 Timeline VDC 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: 196,811 shares; 2024Q4: 198,950 shares; 2025Q1: 222,372 shares; 2025Q2: 219,502 shares; 2025Q3: 219,618 shares; 2025Q4: 248,025 shares; 2026Q1: 240,152 shares; 2026Q2: 270,255 shares 270,255 $60.9M 0.15% +30,103 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: 257,110 shares 257,110 $57.6M 0.14% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 257,110 shares 257,110 $56.8M 0.14% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,742 shares; 2025Q1: 1,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares; 2026Q2: 335,903 shares 335,903 $56.8M 0.14% +334,549 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 1,665 shares; 2025Q1: 3,016 shares; 2025Q2: 7,302 shares; 2025Q3: 6,155 shares; 2025Q4: 2,064 shares; 2026Q1: 1,884 shares; 2026Q2: 142,685 shares 142,685 $56.7M 0.14% +140,801 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: 406,010 shares 406,010 $55.1M 0.13% new Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954,740 shares; 2024Q4: 1,001,894 shares; 2025Q1: 1,050,426 shares; 2025Q2: 1,062,274 shares; 2025Q3: 1,076,725 shares; 2025Q4: 1,270,352 shares; 2026Q1: 1,100,975 shares; 2026Q2: 1,158,380 shares 1,158,380 $55M 0.13% +57,405 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607,883 shares; 2025Q4: 865,283 shares; 2026Q1: 1,669,141 shares; 2026Q2: 2,159,587 shares 2,159,587 $54.6M 0.13% +490,446 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 316,454 shares; 2025Q4: 330,776 shares; 2026Q1: 377,941 shares; 2026Q2: 322,533 shares 322,533 $51.2M 0.12% -55,408 Timeline VOX 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: 294,969 shares; 2024Q4: 293,764 shares; 2025Q1: 266,937 shares; 2025Q2: 264,306 shares; 2025Q3: 258,114 shares; 2025Q4: 277,834 shares; 2026Q1: 239,298 shares; 2026Q2: 254,010 shares 254,010 $46.7M 0.11% +14,712 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828,181 shares; 2024Q4: 760,902 shares; 2025Q1: 741,402 shares; 2025Q2: 816,183 shares; 2025Q3: 834,717 shares; 2025Q4: 774,414 shares; 2026Q1: 808,972 shares; 2026Q2: 1,134,635 shares 1,134,635 $46.6M 0.11% +325,663 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,991 shares; 2025Q1: 146,255 shares; 2025Q2: 152,083 shares; 2025Q3: 156,452 shares; 2025Q4: 99,218 shares; 2026Q1: 164,901 shares; 2026Q2: 139,722 shares 139,722 $44M 0.1% -25,179 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,741 shares; 2024Q4: 300,339 shares; 2025Q1: 247,860 shares; 2025Q2: 252,838 shares; 2025Q3: 254,004 shares; 2025Q4: 246,986 shares; 2026Q1: 253,689 shares; 2026Q2: 255,568 shares 255,568 $40.4M 0.1% +1,879 Timeline VDE 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: 191,923 shares; 2024Q4: 197,841 shares; 2025Q1: 226,060 shares; 2025Q2: 243,129 shares; 2025Q3: 244,794 shares; 2025Q4: 272,021 shares; 2026Q1: 252,500 shares; 2026Q2: 251,027 shares 251,027 $37.7M 0.09% -1,473 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: 97,437 shares; 2024Q4: 94,995 shares; 2025Q1: 91,710 shares; 2025Q2: 91,196 shares; 2025Q3: 92,190 shares; 2025Q4: 84,841 shares; 2026Q1: 89,297 shares; 2026Q2: 81,026 shares 81,026 $29M 0.07% -8,271 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,680 shares; 2024Q4: 202,266 shares; 2025Q1: 215,327 shares; 2025Q2: 224,070 shares; 2025Q3: 227,973 shares; 2025Q4: 223,788 shares; 2026Q1: 230,562 shares; 2026Q2: 234,142 shares 234,142 $25.5M 0.06% +3,580 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,427 shares; 2024Q4: 115,868 shares; 2025Q1: 119,057 shares; 2025Q2: 121,997 shares; 2025Q3: 123,843 shares; 2025Q4: 123,987 shares; 2026Q1: 129,177 shares; 2026Q2: 133,428 shares 133,428 $22.5M 0.05% +4,251 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: 139,225 shares; 2024Q4: 140,512 shares; 2025Q1: 155,854 shares; 2025Q2: 166,897 shares; 2025Q3: 167,273 shares; 2025Q4: 198,911 shares; 2026Q1: 168,610 shares; 2026Q2: 169,726 shares 169,726 $21.8M 0.05% +1,116 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 3,258 shares; 2025Q1: 27,246 shares; 2025Q2: 40,938 shares; 2025Q3: 41,965 shares; 2025Q4: 47,189 shares; 2026Q1: 47,216 shares; 2026Q2: 53,858 shares 53,858 $21.4M 0.05% +6,642 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: 156,009 shares; 2024Q4: 154,294 shares; 2025Q1: 149,855 shares; 2025Q2: 146,127 shares; 2025Q3: 145,079 shares; 2025Q4: 168,520 shares; 2026Q1: 141,207 shares; 2026Q2: 139,590 shares 139,590 $21.1M 0.05% -1,617 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: 2,162 shares; 2024Q4: 56,771 shares; 2025Q1: 57,540 shares; 2025Q2: 57,407 shares; 2025Q3: 57,553 shares; 2025Q4: 66,579 shares; 2026Q1: 57,509 shares; 2026Q2: 61,291 shares 61,291 $20.9M 0.05% +3,782 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: 307,963 shares; 2024Q4: 305,321 shares; 2025Q1: 291,540 shares; 2025Q2: 278,820 shares; 2025Q3: 274,709 shares; 2025Q4: 297,847 shares; 2026Q1: 243,932 shares; 2026Q2: 231,183 shares 231,183 $19.4M 0.05% -12,749 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: 35,924 shares; 2024Q4: 29,973 shares; 2025Q1: 28,714 shares; 2025Q2: 28,193 shares; 2025Q3: 28,066 shares; 2025Q4: 32,041 shares; 2026Q1: 28,316 shares; 2026Q2: 28,250 shares 28,250 $17.9M 0.04% -66 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: not reported; 2024Q4: 732 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 15,920 shares; 2025Q4: 12,014 shares; 2026Q1: 14,222 shares; 2026Q2: 15,183 shares 15,183 $17.8M 0.04% +961 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 5,366 shares; 2025Q1: 5,180 shares; 2025Q2: 4,148 shares; 2025Q3: 4,011 shares; 2025Q4: 4,583 shares; 2026Q1: 3,678 shares; 2026Q2: 98,531 shares 98,531 $17.6M 0.04% +94,853 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: 138,387 shares; 2024Q4: 121,085 shares; 2025Q1: 118,586 shares; 2025Q2: 77,207 shares; 2025Q3: 76,756 shares; 2025Q4: 19,124 shares; 2026Q1: 72,681 shares; 2026Q2: 77,820 shares 77,820 $17.2M 0.04% +5,139 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: 193,244 shares; 2024Q4: 193,380 shares; 2025Q1: 161,557 shares; 2025Q2: 135,855 shares; 2025Q3: 137,663 shares; 2025Q4: 107,656 shares; 2026Q1: 113,011 shares; 2026Q2: 101,566 shares 101,566 $16.7M 0.04% -11,445 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: 24,456 shares; 2024Q4: 24,781 shares; 2025Q1: 26,133 shares; 2025Q2: 26,164 shares; 2025Q3: 26,102 shares; 2025Q4: 27,619 shares; 2026Q1: 20,842 shares; 2026Q2: 22,022 shares 22,022 $16.5M 0.04% +1,180 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: 25,555 shares; 2024Q4: 25,706 shares; 2025Q1: 26,493 shares; 2025Q2: 23,227 shares; 2025Q3: 25,161 shares; 2025Q4: 32,274 shares; 2026Q1: 29,588 shares; 2026Q2: 28,007 shares 28,007 $16.3M 0.04% -1,581 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: 60,586 shares; 2024Q4: 60,539 shares; 2025Q1: 58,706 shares; 2025Q2: 59,632 shares; 2025Q3: 45,850 shares; 2025Q4: 54,245 shares; 2026Q1: 44,277 shares; 2026Q2: 43,632 shares 43,632 $16.2M 0.04% -645 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: 173,348 shares; 2024Q4: 171,327 shares; 2025Q1: 166,298 shares; 2025Q2: 162,660 shares; 2025Q3: 160,826 shares; 2025Q4: 191,226 shares; 2026Q1: 163,843 shares; 2026Q2: 169,932 shares 169,932 $15.7M 0.04% +6,089 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: 172,892 shares; 2024Q4: 170,317 shares; 2025Q1: 164,370 shares; 2025Q2: 162,161 shares; 2025Q3: 160,219 shares; 2025Q4: 181,929 shares; 2026Q1: 110,369 shares; 2026Q2: 110,198 shares 110,198 $15.4M 0.04% -171 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: 362,450 shares; 2024Q4: 364,841 shares; 2025Q1: 340,178 shares; 2025Q2: 315,956 shares; 2025Q3: 321,243 shares; 2025Q4: 250,192 shares; 2026Q1: 207,570 shares; 2026Q2: 211,941 shares 211,941 $15.1M 0.04% +4,371 Timeline VIS 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: 75,275 shares; 2024Q4: 75,314 shares; 2025Q1: 81,214 shares; 2025Q2: 83,385 shares; 2025Q3: 82,327 shares; 2025Q4: 90,301 shares; 2026Q1: 40,792 shares; 2026Q2: 41,122 shares 41,122 $14.8M 0.04% +330 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,065 shares; 2024Q4: 2,153 shares; 2025Q1: 1,992 shares; 2025Q2: 1,425 shares; 2025Q3: 1,493 shares; 2025Q4: 1,684 shares; 2026Q1: 32,699 shares; 2026Q2: 47,734 shares 47,734 $14.3M 0.03% +15,035 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,517 shares; 2024Q4: 48,862 shares; 2025Q1: 39,453 shares; 2025Q2: 38,859 shares; 2025Q3: 38,630 shares; 2025Q4: 44,814 shares; 2026Q1: 38,365 shares; 2026Q2: 37,922 shares 37,922 $14.2M 0.03% -443 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: 17,534 shares; 2024Q4: 17,793 shares; 2025Q1: 15,949 shares; 2025Q2: 17,012 shares; 2025Q3: 20,643 shares; 2025Q4: 19,990 shares; 2026Q1: 19,132 shares; 2026Q2: 18,613 shares 18,613 $13.7M 0.03% -519 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,116 shares; 2024Q4: 355,174 shares; 2025Q1: 343,887 shares; 2025Q2: 332,078 shares; 2025Q3: 333,292 shares; 2025Q4: 234,130 shares; 2026Q1: 267,565 shares; 2026Q2: 267,479 shares 267,479 $13.5M 0.03% -86 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,819 shares; 2024Q4: 80,540 shares; 2025Q1: 82,909 shares; 2025Q2: 83,614 shares; 2025Q3: 83,612 shares; 2025Q4: 98,394 shares; 2026Q1: 82,398 shares; 2026Q2: 82,050 shares 82,050 $13.4M 0.03% -348 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: 24,318 shares; 2024Q4: 24,617 shares; 2025Q1: 22,941 shares; 2025Q2: 22,077 shares; 2025Q3: 22,099 shares; 2025Q4: 24,043 shares; 2026Q1: 21,575 shares; 2026Q2: 17,496 shares 17,496 $13.1M 0.03% -4,079 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: 199,048 shares; 2024Q4: 4,892,270 shares; 2025Q1: 581,974 shares; 2025Q2: 506,851 shares; 2025Q3: 477,901 shares; 2025Q4: 589,515 shares; 2026Q1: 450,978 shares; 2026Q2: 448,366 shares 448,366 $13M 0.03% -2,612 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: 173,798 shares; 2024Q4: 163,309 shares; 2025Q1: 161,918 shares; 2025Q2: 163,007 shares; 2025Q3: 144,769 shares; 2025Q4: 163,204 shares; 2026Q1: 138,840 shares; 2026Q2: 139,154 shares 139,154 $12.8M 0.03% +314 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: 17,119 shares; 2024Q4: 16,309 shares; 2025Q1: 15,686 shares; 2025Q2: 14,031 shares; 2025Q3: 14,946 shares; 2025Q4: 18,778 shares; 2026Q1: 17,596 shares; 2026Q2: 18,560 shares 18,560 $12.7M 0.03% +964 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: 22,016 shares; 2024Q4: 18,274 shares; 2025Q1: 27,000 shares; 2025Q2: 24,121 shares; 2025Q3: 24,233 shares; 2025Q4: 24,934 shares; 2026Q1: 21,276 shares; 2026Q2: 24,412 shares 24,412 $12.4M 0.03% +3,136 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,015 shares; 2024Q4: 147,016 shares; 2025Q1: 147,265 shares; 2025Q2: 146,407 shares; 2025Q3: 147,400 shares; 2025Q4: 172,129 shares; 2026Q1: 148,218 shares; 2026Q2: 148,951 shares 148,951 $12M 0.03% +733 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: 19,685 shares; 2024Q4: 17,066 shares; 2025Q1: 17,451 shares; 2025Q2: 61,261 shares; 2025Q3: 63,710 shares; 2025Q4: 71,071 shares; 2026Q1: 69,149 shares; 2026Q2: 79,403 shares 79,403 $11.6M 0.03% +10,254 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: 19,463 shares; 2024Q4: 19,562 shares; 2025Q1: 19,501 shares; 2025Q2: 41,843 shares; 2025Q3: 40,919 shares; 2025Q4: 54,275 shares; 2026Q1: 50,230 shares; 2026Q2: 45,541 shares 45,541 $11.6M 0.03% -4,689 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,533 shares; 2024Q4: 5,839 shares; 2025Q1: 157,795 shares; 2025Q2: 163,865 shares; 2025Q3: 140,036 shares; 2025Q4: 160,207 shares; 2026Q1: 139,606 shares; 2026Q2: 143,039 shares 143,039 $11.6M 0.03% +3,433 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: 102,914 shares; 2024Q4: 102,896 shares; 2025Q1: 102,454 shares; 2025Q2: 101,563 shares; 2025Q3: 102,332 shares; 2025Q4: 121,198 shares; 2026Q1: 103,738 shares; 2026Q2: 104,002 shares 104,002 $11.5M 0.03% +264 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: 2,064,079 shares; 2024Q4: 1,881,959 shares; 2025Q1: 1,954,312 shares; 2025Q2: 2,023,642 shares; 2025Q3: 2,064,381 shares; 2025Q4: 2,095,012 shares; 2026Q1: 2,215,603 shares; 2026Q2: 298,355 shares 298,355 $11.4M 0.03% -1,917,248 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 13,959 shares; 2025Q4: 16,992 shares; 2026Q1: 16,296 shares; 2026Q2: 21,551 shares 21,551 $11.1M 0.03% +5,255 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: 31,282 shares; 2025Q1: 30,689 shares; 2025Q2: 30,862 shares; 2025Q3: 29,595 shares; 2025Q4: 28,611 shares; 2026Q1: 28,483 shares; 2026Q2: 25,040 shares 25,040 $10.9M 0.03% -3,443 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: 18,684 shares; 2024Q4: 18,513 shares; 2025Q1: 18,832 shares; 2025Q2: 19,963 shares; 2025Q3: 19,562 shares; 2025Q4: 22,759 shares; 2026Q1: 19,480 shares; 2026Q2: 21,311 shares 21,311 $10.7M 0.03% +1,831 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,634 shares; 2024Q4: 72,244 shares; 2025Q1: 70,693 shares; 2025Q2: 77,252 shares; 2025Q3: 78,728 shares; 2025Q4: 84,178 shares; 2026Q1: 79,402 shares; 2026Q2: 87,989 shares 87,989 $10.7M 0.03% +8,587 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: 79,608 shares; 2024Q4: 95,081 shares; 2025Q1: 83,294 shares; 2025Q2: 101,856 shares; 2025Q3: 112,434 shares; 2025Q4: 122,212 shares; 2026Q1: 116,989 shares; 2026Q2: 125,884 shares 125,884 $10.4M 0.02% +8,895 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: 36,034 shares; 2024Q4: 37,944 shares; 2025Q1: 37,420 shares; 2025Q2: 38,605 shares; 2025Q3: 34,473 shares; 2025Q4: 38,984 shares; 2026Q1: 32,778 shares; 2026Q2: 33,099 shares 33,099 $10M 0.02% +321 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: 856 shares; 2025Q1: 734 shares; 2025Q2: 718 shares; 2025Q3: 10,529 shares; 2025Q4: 11,880 shares; 2026Q1: 9,937 shares; 2026Q2: 10,340 shares 10,340 $9.94M 0.02% +403 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,990 shares; 2024Q4: 64,959 shares; 2025Q1: 68,514 shares; 2025Q2: 68,950 shares; 2025Q3: 69,829 shares; 2025Q4: 81,812 shares; 2026Q1: 71,285 shares; 2026Q2: 74,592 shares 74,592 $9.81M 0.02% +3,307 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,385 shares; 2024Q4: 83,145 shares; 2025Q1: 83,759 shares; 2025Q2: 84,409 shares; 2025Q3: 82,878 shares; 2025Q4: 98,004 shares; 2026Q1: 82,348 shares; 2026Q2: 82,041 shares 82,041 $9.7M 0.02% -307 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: 162,744 shares; 2024Q4: 166,995 shares; 2025Q1: 166,029 shares; 2025Q2: 164,787 shares; 2025Q3: 163,873 shares; 2025Q4: 190,455 shares; 2026Q1: 166,290 shares; 2026Q2: 169,408 shares 169,408 $9.41M 0.02% +3,118 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,996 shares; 2024Q4: 133,384 shares; 2025Q1: 136,740 shares; 2025Q2: 143,396 shares; 2025Q3: 129,973 shares; 2025Q4: 170,836 shares; 2026Q1: 178,511 shares; 2026Q2: 257,667 shares 257,667 $8.97M 0.02% +79,156 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,030 shares; 2024Q4: 31,028 shares; 2025Q1: 31,034 shares; 2025Q2: 26,281 shares; 2025Q3: 26,285 shares; 2025Q4: 51,933 shares; 2026Q1: 26,289 shares; 2026Q2: 26,341 shares 26,341 $8.85M 0.02% +52 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: 8,442 shares; 2024Q4: 8,565 shares; 2025Q1: 8,408 shares; 2025Q2: 8,256 shares; 2025Q3: 8,170 shares; 2025Q4: 7,167 shares; 2026Q1: 8,276 shares; 2026Q2: 66,649 shares 66,649 $7.97M 0.02% +58,373 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: 71,512 shares; 2024Q4: 72,852 shares; 2025Q1: 63,651 shares; 2025Q2: 57,730 shares; 2025Q3: 64,775 shares; 2025Q4: 34,152 shares; 2026Q1: 58,806 shares; 2026Q2: 52,261 shares 52,261 $7.3M 0.02% -6,545 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: 52,897 shares; 2024Q4: 50,817 shares; 2025Q1: 197,868 shares; 2025Q2: 58,422 shares; 2025Q3: 53,194 shares; 2025Q4: 46,641 shares; 2026Q1: 51,298 shares; 2026Q2: 47,293 shares 47,293 $7.01M 0.02% -4,005 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: 13,487 shares; 2024Q4: 15,503 shares; 2025Q1: 15,364 shares; 2025Q2: 14,095 shares; 2025Q3: 13,509 shares; 2025Q4: 14,859 shares; 2026Q1: 13,001 shares; 2026Q2: 81,411 shares 81,411 $7.01M 0.02% +68,410 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: 18,337 shares; 2024Q4: 16,911 shares; 2025Q1: 17,036 shares; 2025Q2: 18,170 shares; 2025Q3: 19,474 shares; 2025Q4: 20,902 shares; 2026Q1: 16,008 shares; 2026Q2: 17,593 shares 17,593 $6.04M 0.01% +1,585 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,726 shares; 2024Q4: 10,788 shares; 2025Q1: 32,793 shares; 2025Q2: 94,747 shares; 2025Q3: 96,808 shares; 2025Q4: 94,829 shares; 2026Q1: 55,203 shares; 2026Q2: 138,631 shares 138,631 $5.92M 0.01% +83,428 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: 60,191 shares; 2024Q4: 54,647 shares; 2025Q1: 45,777 shares; 2025Q2: 48,156 shares; 2025Q3: 46,864 shares; 2025Q4: 43,347 shares; 2026Q1: 50,550 shares; 2026Q2: 46,592 shares 46,592 $5.47M 0.01% -3,958 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: 131,944 shares; 2024Q4: 112,033 shares; 2025Q1: 62,216 shares; 2025Q2: 57,075 shares; 2025Q3: 51,414 shares; 2025Q4: 54,759 shares; 2026Q1: 54,456 shares; 2026Q2: 51,725 shares 51,725 $5.12M 0.01% -2,731 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: 9,402 shares; 2024Q4: 10,383 shares; 2025Q1: 11,120 shares; 2025Q2: 11,263 shares; 2025Q3: 12,555 shares; 2025Q4: 15,119 shares; 2026Q1: 14,429 shares; 2026Q2: 16,958 shares 16,958 $4.67M 0.01% +2,529 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: 87,933 shares; 2024Q4: 88,681 shares; 2025Q1: 6,708 shares; 2025Q2: 7,560 shares; 2025Q3: 10,067 shares; 2025Q4: 13,626 shares; 2026Q1: 12,743 shares; 2026Q2: 57,594 shares 57,594 $4.64M 0.01% +44,851 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: 18,569 shares; 2024Q4: 18,404 shares; 2025Q1: 19,095 shares; 2025Q2: 22,661 shares; 2025Q3: 22,907 shares; 2025Q4: 25,150 shares; 2026Q1: 19,636 shares; 2026Q2: 19,645 shares 19,645 $4.28M 0.01% +9 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,382 shares; 2025Q2: 117,392 shares; 2025Q3: 61,631 shares; 2025Q4: 99,103 shares; 2026Q1: 103,797 shares; 2026Q2: 156,938 shares 156,938 $4.01M 0.01% +53,141 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: 4,330 shares; 2024Q4: 4,679 shares; 2025Q1: 4,290 shares; 2025Q2: 4,295 shares; 2025Q3: 4,403 shares; 2025Q4: 3,960 shares; 2026Q1: 3,898 shares; 2026Q2: 3,896 shares 3,896 $3.76M 0.01% -2 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: 5,690 shares; 2024Q4: 5,625 shares; 2025Q1: 5,506 shares; 2025Q2: 5,962 shares; 2025Q3: 6,052 shares; 2025Q4: 6,570 shares; 2026Q1: 5,011 shares; 2026Q2: 5,135 shares 5,135 $3.71M 0.01% +124 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,544,010 shares; 2025Q2: 66,389 shares; 2025Q3: 44,008 shares; 2025Q4: 1,992,565 shares; 2026Q1: 74,714 shares; 2026Q2: 48,305 shares 48,305 $3.62M 0.01% -26,409 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,688 shares; 2024Q4: 2,846 shares; 2025Q1: 2,791 shares; 2025Q2: 2,909 shares; 2025Q3: 3,271 shares; 2025Q4: 906 shares; 2026Q1: 3,864 shares; 2026Q2: 3,118 shares 3,118 $3.6M 0.01% -746 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: 8,177 shares; 2024Q4: 7,633 shares; 2025Q1: 7,130 shares; 2025Q2: 7,705 shares; 2025Q3: 7,791 shares; 2025Q4: 8,178 shares; 2026Q1: 7,519 shares; 2026Q2: 28,846 shares 28,846 $3.58M 0.01% +21,327 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: 14,637 shares; 2024Q4: 16,882 shares; 2025Q1: 14,142 shares; 2025Q2: 13,196 shares; 2025Q3: 13,390 shares; 2025Q4: 16,504 shares; 2026Q1: 14,045 shares; 2026Q2: 15,023 shares 15,023 $3.55M 0.01% +978 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,996 shares; 2025Q3: 19,001 shares; 2025Q4: 20,542 shares; 2026Q1: 18,758 shares; 2026Q2: 46,167 shares 46,167 $3.49M 0.01% +27,409 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: 48,375 shares; 2024Q4: 44,158 shares; 2025Q1: 28,776 shares; 2025Q2: 30,547 shares; 2025Q3: 30,353 shares; 2025Q4: 33,649 shares; 2026Q1: 34,145 shares; 2026Q2: 35,909 shares 35,909 $3.47M 0.01% +1,764 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: 12,997 shares; 2024Q4: 12,918 shares; 2025Q1: 11,713 shares; 2025Q2: 12,425 shares; 2025Q3: 13,273 shares; 2025Q4: 10,051 shares; 2026Q1: 12,593 shares; 2026Q2: 12,334 shares 12,334 $3.33M 0.01% -259 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: 10,017 shares; 2024Q4: 10,121 shares; 2025Q1: 10,133 shares; 2025Q2: 10,030 shares; 2025Q3: 10,156 shares; 2025Q4: 11,509 shares; 2026Q1: 10,144 shares; 2026Q2: 9,685 shares 9,685 $3.28M 0.01% -459 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: 7,561 shares; 2024Q4: 8,560 shares; 2025Q1: 8,739 shares; 2025Q2: 11,218 shares; 2025Q3: 11,074 shares; 2025Q4: 8,135 shares; 2026Q1: 11,171 shares; 2026Q2: 11,569 shares 11,569 $3.25M 0.01% +398 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: 1,487 shares; 2024Q4: 1,491 shares; 2025Q1: 1,333 shares; 2025Q2: 1,083 shares; 2025Q3: 1,130 shares; 2025Q4: 1,877 shares; 2026Q1: 1,039 shares; 2026Q2: 10,398 shares 10,398 $3.14M 0.01% +9,359 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: 87,648 shares; 2024Q4: 89,792 shares; 2025Q1: 72,304 shares; 2025Q2: 57,860 shares; 2025Q3: 55,147 shares; 2025Q4: 50,145 shares; 2026Q1: 35,186 shares; 2026Q2: 37,593 shares 37,593 $3.11M 0.01% +2,407 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: 8,805 shares; 2024Q4: 9,068 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 9,208 shares; 2025Q4: 9,553 shares; 2026Q1: 8,000 shares; 2026Q2: 8,029 shares 8,029 $2.96M 0.01% +29 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: 16,008 shares; 2024Q4: 16,005 shares; 2025Q1: 16,265 shares; 2025Q2: 14,026 shares; 2025Q3: 14,327 shares; 2025Q4: 18,995 shares; 2026Q1: 12,734 shares; 2026Q2: 11,984 shares 11,984 $2.95M 0.01% -750 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,406 shares; 2024Q4: 21,205 shares; 2025Q1: 25,829 shares; 2025Q2: 42,728 shares; 2025Q3: 44,099 shares; 2025Q4: 50,709 shares; 2026Q1: 32,401 shares; 2026Q2: 30,076 shares 30,076 $2.76M 0.01% -2,325 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: 23,010 shares; 2024Q4: 25,246 shares; 2025Q1: 25,563 shares; 2025Q2: 27,495 shares; 2025Q3: 25,819 shares; 2025Q4: 37,042 shares; 2026Q1: 38,534 shares; 2026Q2: 47,697 shares 47,697 $2.75M 0.01% +9,163 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: 10,564 shares; 2024Q4: 8,135 shares; 2025Q1: 7,569 shares; 2025Q2: 11,614 shares; 2025Q3: 10,098 shares; 2025Q4: 4,627 shares; 2026Q1: 6,166 shares; 2026Q2: 5,887 shares 5,887 $2.54M 0.01% -279 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: 16,911 shares; 2024Q4: 16,941 shares; 2025Q1: 14,874 shares; 2025Q2: 14,770 shares; 2025Q3: 16,313 shares; 2025Q4: 25,479 shares; 2026Q1: 15,522 shares; 2026Q2: 12,934 shares 12,934 $2.39M 0.01% -2,588 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: 8,176 shares; 2024Q4: 8,807 shares; 2025Q1: 8,635 shares; 2025Q2: 9,491 shares; 2025Q3: 9,727 shares; 2025Q4: 25,720 shares; 2026Q1: 19,339 shares; 2026Q2: 12,243 shares 12,243 $2.33M 0.01% -7,096 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: 3,964 shares; 2024Q4: 4,174 shares; 2025Q1: 3,955 shares; 2025Q2: 2,997 shares; 2025Q3: 3,009 shares; 2025Q4: 599 shares; 2026Q1: 3,017 shares; 2026Q2: 2,938 shares 2,938 $2.24M 0.01% -79 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: 54,123 shares; 2024Q4: 56,583 shares; 2025Q1: 51,054 shares; 2025Q2: 31,355 shares; 2025Q3: 28,285 shares; 2025Q4: 24,621 shares; 2026Q1: 27,304 shares; 2026Q2: 29,062 shares 29,062 $2.24M 0.01% +1,758 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: 6,630 shares; 2024Q4: 6,511 shares; 2025Q1: 6,875 shares; 2025Q2: 5,257 shares; 2025Q3: 5,272 shares; 2025Q4: 7,897 shares; 2026Q1: 5,420 shares; 2026Q2: 6,511 shares 6,511 $2.24M 0.01% +1,091 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: 11,800 shares; 2025Q1: 11,508 shares; 2025Q2: 11,538 shares; 2025Q3: 12,101 shares; 2025Q4: 10,704 shares; 2026Q1: 12,789 shares; 2026Q2: 12,592 shares 12,592 $2.14M 0.01% -197 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: 32,250 shares; 2024Q4: 24,827 shares; 2025Q1: 18,547 shares; 2025Q2: 13,680 shares; 2025Q3: 18,340 shares; 2025Q4: 23,238 shares; 2026Q1: 25,933 shares; 2026Q2: 24,787 shares 24,787 $2.12M 0.01% -1,146 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: 4,646 shares; 2024Q4: 4,704 shares; 2025Q1: 4,435 shares; 2025Q2: 3,917 shares; 2025Q3: 5,407 shares; 2025Q4: 4,491 shares; 2026Q1: 4,389 shares; 2026Q2: 4,235 shares 4,235 $2.02M <0.01% -154 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: 7,861 shares; 2024Q4: 7,545 shares; 2025Q1: 7,742 shares; 2025Q2: 6,346 shares; 2025Q3: 6,762 shares; 2025Q4: 6,798 shares; 2026Q1: 6,540 shares; 2026Q2: 6,444 shares 6,444 $1.92M <0.01% -96 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: 15,304 shares; 2024Q4: 13,024 shares; 2025Q1: 12,920 shares; 2025Q2: 12,692 shares; 2025Q3: 12,675 shares; 2025Q4: 15,828 shares; 2026Q1: 11,903 shares; 2026Q2: 12,996 shares 12,996 $1.79M <0.01% +1,093 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,631 shares; 2024Q4: 8,268 shares; 2025Q1: 8,354 shares; 2025Q2: 8,326 shares; 2025Q3: 8,313 shares; 2025Q4: not reported; 2026Q1: 8,110 shares; 2026Q2: 8,724 shares 8,724 $1.7M <0.01% +614 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,702 shares; 2024Q4: 7,244 shares; 2025Q1: 7,956 shares; 2025Q2: 8,342 shares; 2025Q3: 8,312 shares; 2025Q4: 8,430 shares; 2026Q1: 6,897 shares; 2026Q2: 6,411 shares 6,411 $1.67M <0.01% -486 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: 11,285 shares; 2024Q4: 10,822 shares; 2025Q1: 11,607 shares; 2025Q2: 11,323 shares; 2025Q3: 9,445 shares; 2025Q4: 14,014 shares; 2026Q1: 15,187 shares; 2026Q2: 14,207 shares 14,207 $1.66M <0.01% -980 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: 15,366 shares; 2024Q4: 14,433 shares; 2025Q1: 14,281 shares; 2025Q2: 16,448 shares; 2025Q3: 15,456 shares; 2025Q4: 16,636 shares; 2026Q1: 14,197 shares; 2026Q2: 14,068 shares 14,068 $1.61M <0.01% -129 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: 46,120 shares; 2024Q4: 43,261 shares; 2025Q1: 44,345 shares; 2025Q2: 45,536 shares; 2025Q3: 43,618 shares; 2025Q4: 35,642 shares; 2026Q1: 42,453 shares; 2026Q2: 42,938 shares 42,938 $1.56M <0.01% +485 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: 262,252 shares; 2024Q4: 267,063 shares; 2025Q1: 24,199 shares; 2025Q2: 8,253 shares; 2025Q3: 8,306 shares; 2025Q4: 4,142 shares; 2026Q1: 6,038 shares; 2026Q2: 5,812 shares 5,812 $1.47M <0.01% -226 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,730 shares; 2024Q4: 42,015 shares; 2025Q1: 47,557 shares; 2025Q2: 39,724 shares; 2025Q3: 44,385 shares; 2025Q4: 51,581 shares; 2026Q1: 45,530 shares; 2026Q2: 43,154 shares 43,154 $1.44M <0.01% -2,376 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: 6,111 shares; 2024Q4: 3,933 shares; 2025Q1: 4,515 shares; 2025Q2: 5,132 shares; 2025Q3: 5,574 shares; 2025Q4: 7,226 shares; 2026Q1: 6,410 shares; 2026Q2: 6,815 shares 6,815 $1.42M <0.01% +405 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: 10,344 shares; 2024Q4: 10,355 shares; 2025Q1: 16,196 shares; 2025Q2: 16,760 shares; 2025Q3: 16,691 shares; 2025Q4: 22,369 shares; 2026Q1: 16,968 shares; 2026Q2: 13,881 shares 13,881 $1.42M <0.01% -3,087 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: 37,474 shares; 2024Q4: 6,612 shares; 2025Q1: 6,109 shares; 2025Q2: 5,797 shares; 2025Q3: 6,005 shares; 2025Q4: 5,983 shares; 2026Q1: 6,219 shares; 2026Q2: 6,314 shares 6,314 $1.41M <0.01% +95 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: 354 shares; 2024Q4: 405 shares; 2025Q1: 350 shares; 2025Q2: 1,397 shares; 2025Q3: 1,451 shares; 2025Q4: 1,483 shares; 2026Q1: 1,417 shares; 2026Q2: 1,429 shares 1,429 $1.4M <0.01% +12 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: 715 shares; 2026Q2: 613 shares 613 $1.39M <0.01% -102 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: 50,558 shares; 2024Q4: 57,670 shares; 2025Q1: 60,655 shares; 2025Q2: 62,823 shares; 2025Q3: 62,954 shares; 2025Q4: 88,937 shares; 2026Q1: 60,006 shares; 2026Q2: 58,330 shares 58,330 $1.38M <0.01% -1,676 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: 31,684 shares; 2024Q4: 93,586 shares; 2025Q1: 87,437 shares; 2025Q2: 57,598 shares; 2025Q3: 96,916 shares; 2025Q4: 62,185 shares; 2026Q1: 49,733 shares; 2026Q2: 45,129 shares 45,129 $1.33M <0.01% -4,604 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: 973,078 shares; 2024Q4: 19,516 shares; 2025Q1: 6,490 shares; 2025Q2: 12,387 shares; 2025Q3: 12,466 shares; 2025Q4: 10,857 shares; 2026Q1: 12,307 shares; 2026Q2: 12,482 shares 12,482 $1.29M <0.01% +175 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares; 2026Q1: 5,464 shares; 2026Q2: 3,402 shares 3,402 $1.29M <0.01% -2,062 Timeline NYF 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: 11,026 shares; 2025Q1: 11,026 shares; 2025Q2: 13,987 shares; 2025Q3: 20,972 shares; 2025Q4: 18,905 shares; 2026Q1: 22,285 shares; 2026Q2: 23,186 shares 23,186 $1.25M <0.01% +901 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: 7,933 shares; 2024Q4: 8,872 shares; 2025Q1: 7,720 shares; 2025Q2: 6,935 shares; 2025Q3: 6,674 shares; 2025Q4: 5,862 shares; 2026Q1: 5,028 shares; 2026Q2: 4,956 shares 4,956 $1.2M <0.01% -72 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: 1,070,398 shares; 2024Q4: 907,356 shares; 2025Q1: 933,187 shares; 2025Q2: 58,810 shares; 2025Q3: 34,253 shares; 2025Q4: 25,765 shares; 2026Q1: 17,844 shares; 2026Q2: 16,040 shares 16,040 $1.16M <0.01% -1,804 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,806 shares; 2024Q4: 7,253 shares; 2025Q1: 7,472 shares; 2025Q2: 6,177 shares; 2025Q3: 7,199 shares; 2025Q4: 5,173 shares; 2026Q1: 7,392 shares; 2026Q2: 7,147 shares 7,147 $1.16M <0.01% -245 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696 shares; 2024Q4: 687 shares; 2025Q1: 694 shares; 2025Q2: 708 shares; 2025Q3: 747 shares; 2025Q4: 845 shares; 2026Q1: 624 shares; 2026Q2: 664 shares 664 $1.13M <0.01% +40 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: 10,158 shares; 2024Q4: 10,334 shares; 2025Q1: 10,538 shares; 2025Q2: 10,837 shares; 2025Q3: 11,653 shares; 2025Q4: 6,008 shares; 2026Q1: 10,785 shares; 2026Q2: 10,681 shares 10,681 $1.11M <0.01% -104 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: 872 shares; 2024Q4: 796 shares; 2025Q1: 854 shares; 2025Q2: 861 shares; 2025Q3: 1,057 shares; 2025Q4: 1,558 shares; 2026Q1: 1,092 shares; 2026Q2: 2,162 shares 2,162 $1.1M <0.01% +1,070 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: 20,349 shares; 2024Q4: 57,322 shares; 2025Q1: 55,327 shares; 2025Q2: 65,495 shares; 2025Q3: 72,052 shares; 2025Q4: 51,766 shares; 2026Q1: 39,729 shares; 2026Q2: 34,591 shares 34,591 $1.1M <0.01% -5,138 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: 3,144 shares; 2024Q4: 3,121 shares; 2025Q1: 3,149 shares; 2025Q2: 4,429 shares; 2025Q3: 4,698 shares; 2025Q4: 3,475 shares; 2026Q1: 5,376 shares; 2026Q2: 5,435 shares 5,435 $1.09M <0.01% +59 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,412 shares; 2024Q4: 19,410 shares; 2025Q1: 19,407 shares; 2025Q2: 19,407 shares; 2025Q3: 18,416 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,849 shares 35,849 $1.07M <0.01% new Timeline FXL 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares; 2026Q2: 4,904 shares 4,904 $1.07M <0.01% +2,889 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: 1,398 shares; 2024Q4: 1,393 shares; 2025Q1: 1,408 shares; 2025Q2: 1,401 shares; 2025Q3: 1,456 shares; 2025Q4: 1,325 shares; 2026Q1: 1,310 shares; 2026Q2: 1,493 shares 1,493 $1.06M <0.01% +183 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: 6,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 27,559 shares; 2025Q4: 27,653 shares; 2026Q1: 17,799 shares; 2026Q2: 22,395 shares 22,395 $1.06M <0.01% +4,596 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,928 shares; 2026Q2: 5,682 shares 5,682 $1.06M <0.01% -246 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,743 shares; 2025Q1: 1,731 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares; 2025Q4: 1,740 shares; 2026Q1: 3,983 shares; 2026Q2: 3,932 shares 3,932 $1.03M <0.01% -51 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: 4,886 shares; 2024Q4: 4,827 shares; 2025Q1: 4,472 shares; 2025Q2: 3,623 shares; 2025Q3: 3,820 shares; 2025Q4: 4,122 shares; 2026Q1: 3,248 shares; 2026Q2: 3,700 shares 3,700 $1.01M <0.01% +452 Timeline AVR ANTERIS TECHNOLOGIES GLOBAL More: the full row for ANTERIS TECHNOLOGIES GLOBAL 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: 101,082 shares; 2026Q2: 101,082 shares 101,082 $996K <0.01% 0 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: 2,455 shares; 2024Q4: 2,459 shares; 2025Q1: 3,075 shares; 2025Q2: 2,902 shares; 2025Q3: 2,802 shares; 2025Q4: 2,624 shares; 2026Q1: 2,722 shares; 2026Q2: 2,531 shares 2,531 $979K <0.01% -191 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,680 shares; 2024Q4: 22,488 shares; 2025Q1: 21,870 shares; 2025Q2: 22,488 shares; 2025Q3: 22,025 shares; 2025Q4: 24,346 shares; 2026Q1: 17,160 shares; 2026Q2: 18,767 shares 18,767 $965K <0.01% +1,607 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: 2,184 shares; 2024Q4: 2,598 shares; 2025Q1: 2,564 shares; 2025Q2: 2,165 shares; 2025Q3: 2,126 shares; 2025Q4: 2,990 shares; 2026Q1: 2,836 shares; 2026Q2: 2,871 shares 2,871 $948K <0.01% +35 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 523 shares; 2025Q1: 587 shares; 2025Q2: 433 shares; 2025Q3: 466 shares; 2025Q4: 468 shares; 2026Q1: 527 shares; 2026Q2: 467 shares 467 $929K <0.01% -60 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,799 shares; 2024Q4: 18,083 shares; 2025Q1: 16,931 shares; 2025Q2: 16,931 shares; 2025Q3: 16,931 shares; 2025Q4: 16,931 shares; 2026Q1: 16,931 shares; 2026Q2: 16,931 shares 16,931 $914K <0.01% 0 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: 3,001 shares; 2024Q4: 4,122 shares; 2025Q1: 2,487 shares; 2025Q2: 4,548 shares; 2025Q3: 4,518 shares; 2025Q4: 5,293 shares; 2026Q1: 4,178 shares; 2026Q2: 4,138 shares 4,138 $908K <0.01% -40 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: 19,643 shares; 2024Q4: 39,228 shares; 2025Q1: 39,228 shares; 2025Q2: 39,228 shares; 2025Q3: 39,228 shares; 2025Q4: 39,228 shares; 2026Q1: 39,228 shares; 2026Q2: 39,228 shares 39,228 $907K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,721 shares; 2024Q4: 7,786 shares; 2025Q1: 6,035 shares; 2025Q2: 5,603 shares; 2025Q3: 6,458 shares; 2025Q4: 6,355 shares; 2026Q1: 6,552 shares; 2026Q2: 6,303 shares 6,303 $902K <0.01% -249 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: 7,536 shares; 2024Q4: 6,144 shares; 2025Q1: 4,975 shares; 2025Q2: 5,022 shares; 2025Q3: 5,316 shares; 2025Q4: 8,872 shares; 2026Q1: 6,086 shares; 2026Q2: 7,129 shares 7,129 $901K <0.01% +1,043 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: 6,898 shares; 2024Q4: 6,953 shares; 2025Q1: 7,794 shares; 2025Q2: 7,640 shares; 2025Q3: 7,584 shares; 2025Q4: 7,595 shares; 2026Q1: 6,576 shares; 2026Q2: 10,750 shares 10,750 $885K <0.01% +4,174 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 11,500 shares; 2026Q1: 15,742 shares; 2026Q2: 15,742 shares 15,742 $885K <0.01% 0 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: 18,256 shares; 2024Q4: 17,108 shares; 2025Q1: 17,257 shares; 2025Q2: 16,593 shares; 2025Q3: 16,037 shares; 2025Q4: 10,628 shares; 2026Q1: 15,707 shares; 2026Q2: 15,792 shares 15,792 $883K <0.01% +85 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,287 shares; 2024Q4: 8,565 shares; 2025Q1: 7,399 shares; 2025Q2: 7,231 shares; 2025Q3: 7,099 shares; 2025Q4: 7,239 shares; 2026Q1: 7,056 shares; 2026Q2: 6,619 shares 6,619 $875K <0.01% -437 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,938 shares; 2024Q4: 2,138 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 1,964 shares; 2025Q4: not reported; 2026Q1: 1,879 shares; 2026Q2: 1,879 shares 1,879 $870K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 6,247 shares; 2025Q1: 5,604 shares; 2025Q2: 5,367 shares; 2025Q3: 5,817 shares; 2025Q4: 5,603 shares; 2026Q1: 5,636 shares; 2026Q2: 5,450 shares 5,450 $865K <0.01% -186 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: 3,463 shares; 2024Q4: 3,899 shares; 2025Q1: 2,927 shares; 2025Q2: 3,114 shares; 2025Q3: 1,991 shares; 2025Q4: 2,596 shares; 2026Q1: 2,532 shares; 2026Q2: 3,792 shares 3,792 $861K <0.01% +1,260 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,112 shares; 2024Q4: 4,348 shares; 2025Q1: 8,891 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 8,696 shares; 2026Q1: 8,696 shares; 2026Q2: 8,696 shares 8,696 $841K <0.01% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares; 2025Q4: 11,489 shares; 2026Q1: 19,522 shares; 2026Q2: 19,522 shares 19,522 $834K <0.01% 0 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: 5,417 shares; 2024Q4: 5,070 shares; 2025Q1: 4,846 shares; 2025Q2: 4,821 shares; 2025Q3: 4,416 shares; 2025Q4: 5,105 shares; 2026Q1: 4,150 shares; 2026Q2: 4,156 shares 4,156 $821K <0.01% +6 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,956 shares; 2025Q1: 1,925 shares; 2025Q2: 1,842 shares; 2025Q3: 2,039 shares; 2025Q4: 1,798 shares; 2026Q1: 1,755 shares; 2026Q2: 1,780 shares 1,780 $817K <0.01% +25 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: 6,336 shares; 2024Q4: 6,215 shares; 2025Q1: 6,222 shares; 2025Q2: 7,567 shares; 2025Q3: 7,510 shares; 2025Q4: 8,931 shares; 2026Q1: 8,141 shares; 2026Q2: 7,356 shares 7,356 $811K <0.01% -785 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: 4,289 shares; 2024Q4: 4,367 shares; 2025Q1: 4,505 shares; 2025Q2: 4,448 shares; 2025Q3: 4,481 shares; 2025Q4: 5,038 shares; 2026Q1: 4,570 shares; 2026Q2: 4,265 shares 4,265 $802K <0.01% -305 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,613 shares; 2025Q1: 1,385 shares; 2025Q2: 1,397 shares; 2025Q3: 1,306 shares; 2025Q4: 2,956 shares; 2026Q1: 2,878 shares; 2026Q2: 6,822 shares 6,822 $800K <0.01% +3,944 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 9,153 shares; 2026Q1: 8,782 shares; 2026Q2: 8,782 shares 8,782 $789K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,974 shares; 2024Q4: 2,881 shares; 2025Q1: 2,818 shares; 2025Q2: 5,391 shares; 2025Q3: 5,696 shares; 2025Q4: 2,881 shares; 2026Q1: 2,878 shares; 2026Q2: 3,405 shares 3,405 $782K <0.01% +527 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: 1,306 shares; 2024Q4: 1,297 shares; 2025Q1: 1,319 shares; 2025Q2: 1,348 shares; 2025Q3: 1,481 shares; 2025Q4: 2,494 shares; 2026Q1: 1,592 shares; 2026Q2: 1,580 shares 1,580 $776K <0.01% -12 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,203 shares; 2025Q1: 1,313 shares; 2025Q2: 1,229 shares; 2025Q3: 1,389 shares; 2025Q4: 1,938 shares; 2026Q1: 1,455 shares; 2026Q2: 2,459 shares 2,459 $774K <0.01% +1,004 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,716 shares 1,716 $765K <0.01% new 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: 4,111 shares; 2024Q4: 4,073 shares; 2025Q1: 4,119 shares; 2025Q2: 4,298 shares; 2025Q3: 4,179 shares; 2025Q4: 4,907 shares; 2026Q1: 4,339 shares; 2026Q2: 4,219 shares 4,219 $763K <0.01% -120 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: 10,799 shares; 2024Q4: 10,799 shares; 2025Q1: 10,729 shares; 2025Q2: 10,738 shares; 2025Q3: 10,758 shares; 2025Q4: 20,557 shares; 2026Q1: 10,799 shares; 2026Q2: 10,815 shares 10,815 $763K <0.01% +16 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: 11,006 shares; 2024Q4: 6,114 shares; 2025Q1: 11,433 shares; 2025Q2: 9,634 shares; 2025Q3: 10,036 shares; 2025Q4: 9,860 shares; 2026Q1: 9,482 shares; 2026Q2: 15,015 shares 15,015 $757K <0.01% +5,533 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,286 shares; 2025Q3: 15,345 shares; 2025Q4: 12,787 shares; 2026Q1: not reported; 2026Q2: 24,685 shares 24,685 $745K <0.01% new 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: 947 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,524 shares; 2025Q4: 2,160 shares; 2026Q1: 1,524 shares; 2026Q2: 1,499 shares 1,499 $742K <0.01% -25 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: 12,210 shares; 2024Q4: 12,210 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 5,749 shares; 2025Q4: 6,768 shares; 2026Q1: 5,957 shares; 2026Q2: 8,887 shares 8,887 $728K <0.01% +2,930 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,179 shares; 2024Q4: 8,386 shares; 2025Q1: 8,223 shares; 2025Q2: 7,408 shares; 2025Q3: 7,398 shares; 2025Q4: 15,164 shares; 2026Q1: 13,921 shares; 2026Q2: 13,694 shares 13,694 $727K <0.01% -227 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,057 shares; 2026Q1: 20,521 shares; 2026Q2: 13,621 shares 13,621 $725K <0.01% -6,900 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,240 shares; 2024Q4: 4,276 shares; 2025Q1: 4,271 shares; 2025Q2: 5,400 shares; 2025Q3: 4,513 shares; 2025Q4: 4,586 shares; 2026Q1: 4,484 shares; 2026Q2: 3,898 shares 3,898 $722K <0.01% -586 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,197 shares; 2026Q1: 38,197 shares; 2026Q2: 39,238 shares 39,238 $707K <0.01% +1,041 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,862 shares; 2024Q4: 23,444 shares; 2025Q1: 21,264 shares; 2025Q2: 21,700 shares; 2025Q3: 21,943 shares; 2025Q4: 23,325 shares; 2026Q1: 26,561 shares; 2026Q2: 28,405 shares 28,405 $700K <0.01% +1,844 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,712 shares; 2026Q1: 4,930 shares; 2026Q2: 4,211 shares 4,211 $688K <0.01% -719 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 4,925 shares; 2025Q1: 4,794 shares; 2025Q2: 5,071 shares; 2025Q3: 5,258 shares; 2025Q4: 7,592 shares; 2026Q1: 4,346 shares; 2026Q2: 2,724 shares 2,724 $687K <0.01% -1,622 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 875 shares; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares; 2026Q2: 1,821 shares 1,821 $683K <0.01% -456 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: 849 shares; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 629 shares; 2026Q1: 764 shares; 2026Q2: 1,029 shares 1,029 $675K <0.01% +265 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: 1,063,067 shares; 2024Q4: 25,399 shares; 2025Q1: 13,059 shares; 2025Q2: 6,999 shares; 2025Q3: 6,400 shares; 2025Q4: 5,002 shares; 2026Q1: 3,626 shares; 2026Q2: 3,253 shares 3,253 $671K <0.01% -373 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,408 shares; 2024Q4: 7,442 shares; 2025Q1: 7,654 shares; 2025Q2: 7,240 shares; 2025Q3: 7,930 shares; 2025Q4: 7,574 shares; 2026Q1: 8,032 shares; 2026Q2: 8,638 shares 8,638 $670K <0.01% +606 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: 1,663 shares; 2024Q4: 1,738 shares; 2025Q1: 1,666 shares; 2025Q2: 2,785 shares; 2025Q3: 2,791 shares; 2025Q4: 3,435 shares; 2026Q1: 1,805 shares; 2026Q2: 1,950 shares 1,950 $669K <0.01% +145 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,281 shares; 2024Q4: 4,214 shares; 2025Q1: 4,178 shares; 2025Q2: 5,948 shares; 2025Q3: 4,800 shares; 2025Q4: 5,323 shares; 2026Q1: 4,563 shares; 2026Q2: 4,563 shares 4,563 $659K <0.01% 0 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: 10,439 shares; 2024Q4: 12,139 shares; 2025Q1: 10,036 shares; 2025Q2: 10,036 shares; 2025Q3: 10,036 shares; 2025Q4: 12,880 shares; 2026Q1: 9,646 shares; 2026Q2: 9,421 shares 9,421 $659K <0.01% -225 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,167 shares 1,167 $654K <0.01% new 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: 37,751 shares; 2024Q4: 37,559 shares; 2025Q1: 37,667 shares; 2025Q2: 37,515 shares; 2025Q3: 37,528 shares; 2025Q4: 37,515 shares; 2026Q1: 37,515 shares; 2026Q2: 37,515 shares 37,515 $652K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204 shares; 2024Q4: 1,280 shares; 2025Q1: 1,269 shares; 2025Q2: 1,198 shares; 2025Q3: 1,174 shares; 2025Q4: 1,030 shares; 2026Q1: 1,425 shares; 2026Q2: 1,430 shares 1,430 $648K <0.01% +5 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 1,347 shares; 2025Q1: 1,310 shares; 2025Q2: 1,296 shares; 2025Q3: 1,254 shares; 2025Q4: 2,036 shares; 2026Q1: 1,527 shares; 2026Q2: 7,826 shares 7,826 $647K <0.01% +6,299 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: 11,505 shares; 2024Q4: 12,915 shares; 2025Q1: 12,158 shares; 2025Q2: 12,158 shares; 2025Q3: 12,158 shares; 2025Q4: 19,762 shares; 2026Q1: 11,615 shares; 2026Q2: 11,615 shares 11,615 $639K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 4,035 shares; 2025Q1: 4,193 shares; 2025Q2: 3,453 shares; 2025Q3: 3,485 shares; 2025Q4: 3,993 shares; 2026Q1: 3,173 shares; 2026Q2: 2,493 shares 2,493 $637K <0.01% -680 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: 6,247 shares; 2024Q4: 6,662 shares; 2025Q1: 6,572 shares; 2025Q2: 6,572 shares; 2025Q3: 6,572 shares; 2025Q4: 8,842 shares; 2026Q1: 7,419 shares; 2026Q2: 7,729 shares 7,729 $636K <0.01% +310 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,755 shares; 2024Q4: 1,648 shares; 2025Q1: 1,812 shares; 2025Q2: 1,714 shares; 2025Q3: 1,727 shares; 2025Q4: 1,887 shares; 2026Q1: 2,062 shares; 2026Q2: 2,001 shares 2,001 $635K <0.01% -61 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: 4,112 shares; 2024Q4: 4,086 shares; 2025Q1: 3,347 shares; 2025Q2: 2,220 shares; 2025Q3: 2,636 shares; 2025Q4: 3,257 shares; 2026Q1: 2,964 shares; 2026Q2: 2,604 shares 2,604 $631K <0.01% -360 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,149 shares; 2024Q4: 8,162 shares; 2025Q1: 8,149 shares; 2025Q2: 8,149 shares; 2025Q3: 8,290 shares; 2025Q4: 16,439 shares; 2026Q1: 8,290 shares; 2026Q2: 8,290 shares 8,290 $631K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,317 shares; 2024Q4: 14,222 shares; 2025Q1: 13,981 shares; 2025Q2: 14,090 shares; 2025Q3: 14,676 shares; 2025Q4: 9,921 shares; 2026Q1: 8,007 shares; 2026Q2: 9,339 shares 9,339 $631K <0.01% +1,332 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112,169 shares; 2024Q4: 951,362 shares; 2025Q1: 937,530 shares; 2025Q2: 985,056 shares; 2025Q3: 1,005,325 shares; 2025Q4: 966,188 shares; 2026Q1: 16,830 shares; 2026Q2: 14,410 shares 14,410 $622K <0.01% -2,420 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: 3,335 shares; 2024Q4: 3,487 shares; 2025Q1: 3,212 shares; 2025Q2: 3,697 shares; 2025Q3: 3,639 shares; 2025Q4: 4,008 shares; 2026Q1: 3,640 shares; 2026Q2: 3,663 shares 3,663 $611K <0.01% +23 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 6,166 shares; 2025Q1: 6,230 shares; 2025Q2: 6,235 shares; 2025Q3: 6,330 shares; 2025Q4: 7,528 shares; 2026Q1: 6,326 shares; 2026Q2: 3,924 shares 3,924 $607K <0.01% -2,402 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP 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: 22,806 shares; 2026Q2: 22,806 shares 22,806 $606K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,512 shares 3,512 $600K <0.01% new Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,027 shares; 2024Q4: 7,027 shares; 2025Q1: 7,027 shares; 2025Q2: 7,027 shares; 2025Q3: 7,027 shares; 2025Q4: 7,027 shares; 2026Q1: 7,027 shares; 2026Q2: 7,027 shares 7,027 $599K <0.01% 0 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: 3,159 shares; 2024Q4: 3,128 shares; 2025Q1: 3,061 shares; 2025Q2: 2,973 shares; 2025Q3: 2,988 shares; 2025Q4: 3,176 shares; 2026Q1: 1,679 shares; 2026Q2: 1,631 shares 1,631 $596K <0.01% -48 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 409 shares; 2026Q1: 356 shares; 2026Q2: 836 shares 836 $588K <0.01% +480 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,569 shares; 2026Q1: 1,633 shares; 2026Q2: 1,652 shares 1,652 $585K <0.01% +19 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,596 shares; 2024Q4: 5,460 shares; 2025Q1: 4,907 shares; 2025Q2: 3,263 shares; 2025Q3: 3,802 shares; 2025Q4: not reported; 2026Q1: 12,100 shares; 2026Q2: 12,905 shares 12,905 $585K <0.01% +805 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,236 shares; 2024Q4: 8,236 shares; 2025Q1: 7,147 shares; 2025Q2: 7,147 shares; 2025Q3: 8,179 shares; 2025Q4: 10,613 shares; 2026Q1: 9,279 shares; 2026Q2: 8,979 shares 8,979 $580K <0.01% -300 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,134 shares; 2024Q4: 4,199 shares; 2025Q1: 4,021 shares; 2025Q2: 3,809 shares; 2025Q3: 4,350 shares; 2025Q4: 8,065 shares; 2026Q1: 5,637 shares; 2026Q2: 4,561 shares 4,561 $568K <0.01% -1,076 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,549 shares; 2025Q3: 7,598 shares; 2025Q4: 7,598 shares; 2026Q1: 7,598 shares; 2026Q2: 7,598 shares 7,598 $567K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,765 shares; 2025Q1: 4,238 shares; 2025Q2: 6,283 shares; 2025Q3: 4,807 shares; 2025Q4: 4,954 shares; 2026Q1: 5,027 shares; 2026Q2: 6,377 shares 6,377 $565K <0.01% +1,350 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: 13,532 shares; 2024Q4: 22,520 shares; 2025Q1: 12,975 shares; 2025Q2: 12,975 shares; 2025Q3: 13,566 shares; 2025Q4: 24,102 shares; 2026Q1: 12,697 shares; 2026Q2: 12,697 shares 12,697 $563K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 2,987 shares; 2025Q2: 2,955 shares; 2025Q3: 2,952 shares; 2025Q4: not reported; 2026Q1: 2,986 shares; 2026Q2: 2,981 shares 2,981 $561K <0.01% -5 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,810 shares; 2024Q4: 254,857 shares; 2025Q1: 254,452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,221 shares; 2026Q1: 1,014,837 shares; 2026Q2: 8,213 shares 8,213 $561K <0.01% -1,006,624 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: 1,221 shares; 2024Q4: 1,286 shares; 2025Q1: 1,568 shares; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,066 shares; 2026Q1: 1,118 shares; 2026Q2: 2,343 shares 2,343 $557K <0.01% +1,225 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,175 shares; 2024Q4: 12,150 shares; 2025Q1: 13,981 shares; 2025Q2: 11,448 shares; 2025Q3: 12,381 shares; 2025Q4: 15,958 shares; 2026Q1: 11,698 shares; 2026Q2: 10,373 shares 10,373 $556K <0.01% -1,325 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: 1,829 shares; 2024Q4: 2,263 shares; 2025Q1: 1,889 shares; 2025Q2: 1,714 shares; 2025Q3: 1,711 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,531 shares 3,531 $554K <0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,572 shares; 2024Q4: 17,797 shares; 2025Q1: 15,141 shares; 2025Q2: 15,141 shares; 2025Q3: 15,141 shares; 2025Q4: 7,876 shares; 2026Q1: 14,682 shares; 2026Q2: 12,125 shares 12,125 $552K <0.01% -2,557 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: 1,264 shares; 2024Q4: 1,488 shares; 2025Q1: 1,365 shares; 2025Q2: 1,296 shares; 2025Q3: 1,458 shares; 2025Q4: 1,379 shares; 2026Q1: 1,506 shares; 2026Q2: 1,618 shares 1,618 $551K <0.01% +112 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: 1,869 shares; 2024Q4: 2,638 shares; 2025Q1: 2,665 shares; 2025Q2: 2,430 shares; 2025Q3: 2,363 shares; 2025Q4: 1,515 shares; 2026Q1: 2,386 shares; 2026Q2: 2,482 shares 2,482 $549K <0.01% +96 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: 1,828 shares; 2024Q4: 1,826 shares; 2025Q1: 1,991 shares; 2025Q2: 1,740 shares; 2025Q3: 2,234 shares; 2025Q4: 1,549 shares; 2026Q1: 985 shares; 2026Q2: 849 shares 849 $544K <0.01% -136 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $535K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,906 shares; 2024Q4: 7,194 shares; 2025Q1: 7,169 shares; 2025Q2: 8,045 shares; 2025Q3: 5,948 shares; 2025Q4: 4,551 shares; 2026Q1: 4,243 shares; 2026Q2: 4,447 shares 4,447 $529K <0.01% +204 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 1,990 shares; 2025Q1: 1,865 shares; 2025Q2: 2,038 shares; 2025Q3: 2,842 shares; 2025Q4: 2,900 shares; 2026Q1: 2,732 shares; 2026Q2: 2,530 shares 2,530 $524K <0.01% -202 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: not reported; 2025Q4: not reported; 2026Q1: 1,889 shares; 2026Q2: 1,700 shares 1,700 $515K <0.01% -189 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: 1,439 shares; 2024Q4: 1,397 shares; 2025Q1: 1,389 shares; 2025Q2: 1,349 shares; 2025Q3: 715 shares; 2025Q4: 425 shares; 2026Q1: 628 shares; 2026Q2: 679 shares 679 $513K <0.01% +51 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,227 shares; 2024Q4: 29,575 shares; 2025Q1: 25,164 shares; 2025Q2: 6,219 shares; 2025Q3: 9,069 shares; 2025Q4: 6,841 shares; 2026Q1: 5,020 shares; 2026Q2: 6,921 shares 6,921 $508K <0.01% +1,901 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,219 shares; 2025Q3: 6,219 shares; 2025Q4: 6,219 shares; 2026Q1: 6,219 shares; 2026Q2: 6,219 shares 6,219 $505K <0.01% 0 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: 5,752 shares; 2024Q4: 5,592 shares; 2025Q1: 5,485 shares; 2025Q2: 4,637 shares; 2025Q3: 5,149 shares; 2025Q4: 7,353 shares; 2026Q1: 7,310 shares; 2026Q2: 6,105 shares 6,105 $505K <0.01% -1,205 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: 1,706 shares; 2024Q4: 1,709 shares; 2025Q1: 804 shares; 2025Q2: 766 shares; 2025Q3: 854 shares; 2025Q4: 687 shares; 2026Q1: 637 shares; 2026Q2: 962 shares 962 $503K <0.01% +325 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: 3,519 shares; 2024Q4: 3,932 shares; 2025Q1: 3,983 shares; 2025Q2: 4,661 shares; 2025Q3: 6,813 shares; 2025Q4: 4,732 shares; 2026Q1: 5,305 shares; 2026Q2: 5,648 shares 5,648 $491K <0.01% +343 Timeline VEXC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 3,414 shares; 2026Q2: 5,092 shares 5,092 $489K <0.01% +1,678 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: not reported; 2024Q4: 10,476 shares; 2025Q1: 12,015 shares; 2025Q2: 17,843 shares; 2025Q3: 23,273 shares; 2025Q4: 23,481 shares; 2026Q1: 23,445 shares; 2026Q2: 25,300 shares 25,300 $484K <0.01% +1,855 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: 12,234 shares; 2024Q4: 10,128 shares; 2025Q1: 9,179 shares; 2025Q2: 10,180 shares; 2025Q3: 9,116 shares; 2025Q4: 5,365 shares; 2026Q1: 6,195 shares; 2026Q2: 6,721 shares 6,721 $484K <0.01% +526 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: 6,160 shares; 2024Q4: 15,483 shares; 2025Q1: 16,638 shares; 2025Q2: 23,351 shares; 2025Q3: 47,648 shares; 2025Q4: 20,959 shares; 2026Q1: 20,494 shares; 2026Q2: 15,504 shares 15,504 $482K <0.01% -4,990 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 11,536 shares 11,536 $482K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,021 shares; 2026Q1: 2,959 shares; 2026Q2: 3,282 shares 3,282 $480K <0.01% +323 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,759 shares; 2024Q4: 20,117 shares; 2025Q1: 4,560 shares; 2025Q2: 7,732 shares; 2025Q3: 7,857 shares; 2025Q4: 14,674 shares; 2026Q1: 11,312 shares; 2026Q2: 9,387 shares 9,387 $475K <0.01% -1,925 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,643 shares; 2025Q1: 4,753 shares; 2025Q2: 4,181 shares; 2025Q3: 4,533 shares; 2025Q4: 4,367 shares; 2026Q1: 4,895 shares; 2026Q2: 6,205 shares 6,205 $470K <0.01% +1,310 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: 7,469 shares; 2024Q4: 6,846 shares; 2025Q1: 6,482 shares; 2025Q2: 9,165 shares; 2025Q3: 7,490 shares; 2025Q4: 8,617 shares; 2026Q1: 5,741 shares; 2026Q2: 5,623 shares 5,623 $463K <0.01% -118 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: 9,825 shares; 2024Q4: 9,703 shares; 2025Q1: not reported; 2025Q2: 9,883 shares; 2025Q3: 10,463 shares; 2025Q4: 13,867 shares; 2026Q1: 10,238 shares; 2026Q2: 10,252 shares 10,252 $462K <0.01% +14 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,709 shares; 2025Q4: 3,704 shares; 2026Q1: 3,721 shares; 2026Q2: 3,715 shares 3,715 $457K <0.01% -6 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522,334 shares; 2024Q4: 3,961,827 shares; 2025Q1: 4,537,095 shares; 2025Q2: 4,757,212 shares; 2025Q3: 4,871,476 shares; 2025Q4: 4,760,950 shares; 2026Q1: 160,309 shares; 2026Q2: 31,172 shares 31,172 $457K <0.01% -129,137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331 $450K <0.01% new 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: not reported; 2026Q2: 1,511 shares 1,511 $450K <0.01% new 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: 994 shares; 2024Q4: 915 shares; 2025Q1: 824 shares; 2025Q2: 927 shares; 2025Q3: 955 shares; 2025Q4: 1,091 shares; 2026Q1: 1,044 shares; 2026Q2: 1,052 shares 1,052 $448K <0.01% +8 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: 5,751 shares; 2024Q4: 4,527 shares; 2025Q1: 4,413 shares; 2025Q2: 4,566 shares; 2025Q3: 4,424 shares; 2025Q4: 2,803 shares; 2026Q1: 4,755 shares; 2026Q2: 3,981 shares 3,981 $445K <0.01% -774 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: 7,153 shares; 2024Q4: 6,853 shares; 2025Q1: 7,309 shares; 2025Q2: 8,019 shares; 2025Q3: 8,621 shares; 2025Q4: 8,504 shares; 2026Q1: 9,122 shares; 2026Q2: 8,764 shares 8,764 $434K <0.01% -358 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826 shares; 2024Q4: 782 shares; 2025Q1: 783 shares; 2025Q2: 776 shares; 2025Q3: 783 shares; 2025Q4: 1,340 shares; 2026Q1: 781 shares; 2026Q2: 818 shares 818 $431K <0.01% +37 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,650 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $424K <0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,641 shares 4,641 $423K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,600 shares; 2024Q4: 23,934 shares; 2025Q1: 22,638 shares; 2025Q2: 3,088 shares; 2025Q3: 3,271 shares; 2025Q4: 3,429 shares; 2026Q1: 1,934 shares; 2026Q2: 2,055 shares 2,055 $421K <0.01% +121 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 4,419 shares; 2025Q3: 4,585 shares; 2025Q4: 4,385 shares; 2026Q1: 4,057 shares; 2026Q2: 4,057 shares 4,057 $419K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,849 shares; 2024Q4: 6,942 shares; 2025Q1: 29,143 shares; 2025Q2: 6,304 shares; 2025Q3: 6,963 shares; 2025Q4: 10,425 shares; 2026Q1: 6,488 shares; 2026Q2: 8,383 shares 8,383 $418K <0.01% +1,895 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 3,071 shares; 2026Q1: 3,036 shares; 2026Q2: 3,587 shares 3,587 $415K <0.01% +551 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 3,889 shares; 2025Q3: 3,165 shares; 2025Q4: not reported; 2026Q1: 4,625 shares; 2026Q2: 4,989 shares 4,989 $414K <0.01% +364 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,942 shares; 2024Q4: 2,974 shares; 2025Q1: 3,297 shares; 2025Q2: 3,007 shares; 2025Q3: 3,041 shares; 2025Q4: 2,437 shares; 2026Q1: 4,373 shares; 2026Q2: 3,847 shares 3,847 $412K <0.01% -526 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,532 shares; 2024Q4: 8,521 shares; 2025Q1: 8,521 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares; 2025Q4: 8,521 shares; 2026Q1: 8,521 shares; 2026Q2: 8,490 shares 8,490 $412K <0.01% -31 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 514 shares; 2026Q2: 514 shares 514 $410K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,588 shares; 2024Q4: 6,676 shares; 2025Q1: 6,383 shares; 2025Q2: 6,297 shares; 2025Q3: 6,522 shares; 2025Q4: 12,561 shares; 2026Q1: 6,454 shares; 2026Q2: 6,302 shares 6,302 $410K <0.01% -152 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: 15,121 shares; 2024Q4: 15,616 shares; 2025Q1: 14,396 shares; 2025Q2: 14,335 shares; 2025Q3: 13,900 shares; 2025Q4: 13,131 shares; 2026Q1: 7,815 shares; 2026Q2: 7,408 shares 7,408 $400K <0.01% -407 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 2,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,824 shares; 2025Q4: 8,118 shares; 2026Q1: 3,808 shares; 2026Q2: 3,879 shares 3,879 $399K <0.01% +71 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: 2,785 shares; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,899 shares; 2025Q4: 4,173 shares; 2026Q1: 5,659 shares; 2026Q2: 5,423 shares 5,423 $398K <0.01% -236 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846 shares; 2024Q4: 3,730 shares; 2025Q1: 3,815 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,931 shares; 2026Q1: 3,965 shares; 2026Q2: 4,127 shares 4,127 $398K <0.01% +162 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares; 2026Q2: 2,748 shares 2,748 $397K <0.01% +777 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: 1,558 shares; 2024Q4: 1,606 shares; 2025Q1: 1,613 shares; 2025Q2: 1,632 shares; 2025Q3: 1,634 shares; 2025Q4: 1,605 shares; 2026Q1: 1,649 shares; 2026Q2: 1,649 shares 1,649 $392K <0.01% 0 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: 8,179 shares; 2024Q4: 8,164 shares; 2025Q1: 8,368 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 7,291 shares; 2026Q1: 7,240 shares; 2026Q2: 6,799 shares 6,799 $392K <0.01% -441 Timeline XLG 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: 13,460 shares; 2024Q4: 13,340 shares; 2025Q1: 13,421 shares; 2025Q2: 13,455 shares; 2025Q3: 14,158 shares; 2025Q4: 13,362 shares; 2026Q1: 6,392 shares; 2026Q2: 6,392 shares 6,392 $391K <0.01% 0 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: 3,071 shares; 2024Q4: 2,812 shares; 2025Q1: 3,052 shares; 2025Q2: 2,585 shares; 2025Q3: 2,601 shares; 2025Q4: 1,627 shares; 2026Q1: 2,546 shares; 2026Q2: 2,435 shares 2,435 $389K <0.01% -111 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,528 shares; 2025Q4: 4,760 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $383K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 21,818 shares; 2025Q4: 21,753 shares; 2026Q1: 21,823 shares; 2026Q2: 22,015 shares 22,015 $382K <0.01% +192 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: 3,558 shares; 2024Q4: 3,783 shares; 2025Q1: 3,379 shares; 2025Q2: 3,622 shares; 2025Q3: 3,927 shares; 2025Q4: 3,538 shares; 2026Q1: 3,491 shares; 2026Q2: 3,234 shares 3,234 $379K <0.01% -257 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $379K <0.01% new 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: 7,470 shares; 2024Q4: 8,311 shares; 2025Q1: 6,248 shares; 2025Q2: 6,857 shares; 2025Q3: 6,268 shares; 2025Q4: 4,993 shares; 2026Q1: 6,603 shares; 2026Q2: 7,868 shares 7,868 $379K <0.01% +1,265 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,409 shares; 2025Q4: 18,409 shares; 2026Q1: 18,409 shares; 2026Q2: 18,409 shares 18,409 $378K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 4,607 shares; 2025Q1: 3,336 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,100 shares; 2026Q1: 3,295 shares; 2026Q2: 2,868 shares 2,868 $377K <0.01% -427 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: 4,669 shares; 2024Q4: 5,980 shares; 2025Q1: 4,487 shares; 2025Q2: 3,833 shares; 2025Q3: 4,109 shares; 2025Q4: 5,220 shares; 2026Q1: 4,007 shares; 2026Q2: 2,370 shares 2,370 $375K <0.01% -1,637 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 4,568 shares 4,568 $373K <0.01% new 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: 7,218 shares; 2024Q4: 7,580 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares; 2026Q2: 581 shares 581 $371K <0.01% -280 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 1,849 shares; 2025Q1: 1,652 shares; 2025Q2: 1,500 shares; 2025Q3: 1,554 shares; 2025Q4: 1,227 shares; 2026Q1: 1,631 shares; 2026Q2: 1,624 shares 1,624 $364K <0.01% -7 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,530 shares; 2025Q2: 6,959 shares; 2025Q3: 6,959 shares; 2025Q4: 6,959 shares; 2026Q1: 6,988 shares; 2026Q2: 6,988 shares 6,988 $360K <0.01% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO 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: 8,217 shares; 2026Q1: 8,217 shares; 2026Q2: 8,217 shares 8,217 $359K <0.01% 0 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: 1,579 shares; 2024Q4: 1,493 shares; 2025Q1: 1,402 shares; 2025Q2: 1,560 shares; 2025Q3: 1,240 shares; 2025Q4: 2,083 shares; 2026Q1: 1,175 shares; 2026Q2: 1,170 shares 1,170 $358K <0.01% -5 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 972 shares; 2025Q1: 952 shares; 2025Q2: 950 shares; 2025Q3: 1,455 shares; 2025Q4: 1,722 shares; 2026Q1: 1,329 shares; 2026Q2: 1,074 shares 1,074 $356K <0.01% -255 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: 825 shares; 2024Q4: 699 shares; 2025Q1: 707 shares; 2025Q2: 796 shares; 2025Q3: 1,058 shares; 2025Q4: 1,294 shares; 2026Q1: 890 shares; 2026Q2: 854 shares 854 $355K <0.01% -36 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,998 shares; 2024Q4: 5,481 shares; 2025Q1: 4,895 shares; 2025Q2: 4,973 shares; 2025Q3: 5,591 shares; 2025Q4: not reported; 2026Q1: 4,155 shares; 2026Q2: 4,175 shares 4,175 $354K <0.01% +20 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: 1,469 shares; 2024Q4: 1,998 shares; 2025Q1: 1,502 shares; 2025Q2: 1,623 shares; 2025Q3: 1,608 shares; 2025Q4: 2,697 shares; 2026Q1: 1,660 shares; 2026Q2: 4,000 shares 4,000 $352K <0.01% +2,340 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: 105 shares; 2024Q4: 124 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 121 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $352K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302 shares; 2024Q4: 12,162 shares; 2025Q1: 9,258 shares; 2025Q2: 8,706 shares; 2025Q3: 8,100 shares; 2025Q4: 7,428 shares; 2026Q1: 9,029 shares; 2026Q2: 9,492 shares 9,492 $350K <0.01% +463 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: 1,927 shares; 2025Q3: 1,915 shares; 2025Q4: 1,716 shares; 2026Q1: 1,726 shares; 2026Q2: 1,610 shares 1,610 $349K <0.01% -116 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,833 shares 2,833 $347K <0.01% new Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,800 shares; 2024Q4: 56,500 shares; 2025Q1: 56,500 shares; 2025Q2: 56,500 shares; 2025Q3: 56,500 shares; 2025Q4: 56,500 shares; 2026Q1: 56,500 shares; 2026Q2: 56,500 shares 56,500 $346K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,690 shares; 2025Q4: 1,818 shares; 2026Q1: 2,007 shares; 2026Q2: 1,203 shares 1,203 $344K <0.01% -804 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: 4,399 shares; 2024Q4: 2,741 shares; 2025Q1: 3,327 shares; 2025Q2: 3,079 shares; 2025Q3: 3,697 shares; 2025Q4: 4,862 shares; 2026Q1: 3,195 shares; 2026Q2: 3,183 shares 3,183 $343K <0.01% -12 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares 1,441 $342K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,029 shares; 2024Q4: 3,436 shares; 2025Q1: 4,673 shares; 2025Q2: 3,370 shares; 2025Q3: 3,810 shares; 2025Q4: 5,525 shares; 2026Q1: 3,870 shares; 2026Q2: 4,256 shares 4,256 $340K <0.01% +386 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,752 shares; 2024Q4: 4,692 shares; 2025Q1: 1,695 shares; 2025Q2: 1,709 shares; 2025Q3: 1,701 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $337K <0.01% 0 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,012 shares 1,012 $337K <0.01% new Timeline VICR VICOR CORP More: the full row for VICOR 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: 865 shares 865 $329K <0.01% new 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: 5,625 shares; 2024Q4: 5,117 shares; 2025Q1: 4,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,545 shares; 2026Q2: 5,437 shares 5,437 $328K <0.01% -108 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 20,167 shares; 2026Q1: 7,502 shares; 2026Q2: 7,502 shares 7,502 $328K <0.01% 0 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: 10,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,876 shares; 2025Q3: 11,389 shares; 2025Q4: 6,767 shares; 2026Q1: 6,929 shares; 2026Q2: 6,126 shares 6,126 $323K <0.01% -803 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 4,238 shares 4,238 $321K <0.01% +663 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,985 shares; 2026Q2: 7,509 shares 7,509 $320K <0.01% -1,476 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 4,447 shares; 2025Q1: 4,248 shares; 2025Q2: 4,020 shares; 2025Q3: 4,566 shares; 2025Q4: 4,328 shares; 2026Q1: 4,248 shares; 2026Q2: 4,090 shares 4,090 $320K <0.01% -158 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: 2,013 shares; 2024Q4: 1,942 shares; 2025Q1: 2,087 shares; 2025Q2: 2,342 shares; 2025Q3: 2,087 shares; 2025Q4: 2,156 shares; 2026Q1: 2,125 shares; 2026Q2: 2,085 shares 2,085 $317K <0.01% -40 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: 5,382 shares; 2025Q4: not reported; 2026Q1: 7,941 shares; 2026Q2: 6,554 shares 6,554 $315K <0.01% -1,387 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: 2,558 shares; 2024Q4: 2,521 shares; 2025Q1: 2,800 shares; 2025Q2: 3,048 shares; 2025Q3: 2,249 shares; 2025Q4: 3,124 shares; 2026Q1: 1,655 shares; 2026Q2: 1,647 shares 1,647 $314K <0.01% -8 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,882 shares; 2024Q4: 512,049 shares; 2025Q1: 405,351 shares; 2025Q2: 424,200 shares; 2025Q3: 435,405 shares; 2025Q4: 430,561 shares; 2026Q1: 3,395 shares; 2026Q2: 1,957 shares 1,957 $311K <0.01% -1,438 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,470 shares; 2025Q3: 1,554 shares; 2025Q4: 1,716 shares; 2026Q1: 3,725 shares; 2026Q2: 1,539 shares 1,539 $310K <0.01% -2,186 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,030 shares; 2026Q1: 1,252 shares; 2026Q2: 727 shares 727 $310K <0.01% -525 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,149 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 12,968 shares; 2025Q3: 12,944 shares; 2025Q4: 17,002 shares; 2026Q1: 7,091 shares; 2026Q2: 7,091 shares 7,091 $310K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,391 shares; 2025Q1: 7,325 shares; 2025Q2: 6,103 shares; 2025Q3: 5,665 shares; 2025Q4: 5,923 shares; 2026Q1: 6,008 shares; 2026Q2: 5,762 shares 5,762 $308K <0.01% -246 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: 3,406 shares; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,163 shares; 2025Q3: 3,266 shares; 2025Q4: not reported; 2026Q1: 3,464 shares; 2026Q2: 3,416 shares 3,416 $308K <0.01% -48 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: 1,915 shares; 2025Q1: 1,910 shares; 2025Q2: 4,593 shares; 2025Q3: 4,507 shares; 2025Q4: 3,014 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $307K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,991 shares; 2025Q4: 3,095 shares; 2026Q1: 3,161 shares; 2026Q2: 3,095 shares 3,095 $304K <0.01% -66 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: 4,065 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 4,120 shares; 2026Q1: 4,065 shares; 2026Q2: 4,065 shares 4,065 $302K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,473 shares; 2025Q1: 2,878 shares; 2025Q2: 2,435 shares; 2025Q3: 3,074 shares; 2025Q4: 3,318 shares; 2026Q1: 2,729 shares; 2026Q2: 3,126 shares 3,126 $302K <0.01% +397 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 1,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares; 2026Q2: 2,386 shares 2,386 $301K <0.01% +231 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,085 shares; 2025Q1: 9,049 shares; 2025Q2: 8,568 shares; 2025Q3: 10,646 shares; 2025Q4: not reported; 2026Q1: 12,698 shares; 2026Q2: 12,473 shares 12,473 $301K <0.01% -225 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,523 shares; 2026Q1: not reported; 2026Q2: 6,357 shares 6,357 $300K <0.01% new 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: 20,064 shares; 2024Q4: 8,679 shares; 2025Q1: 8,258 shares; 2025Q2: 8,139 shares; 2025Q3: 6,538 shares; 2025Q4: 6,386 shares; 2026Q1: 6,689 shares; 2026Q2: 3,189 shares 3,189 $299K <0.01% -3,500 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 2,170 shares; 2026Q1: 2,783 shares; 2026Q2: 2,685 shares 2,685 $298K <0.01% -98 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,904 shares; 2024Q4: 8,389 shares; 2025Q1: 8,751 shares; 2025Q2: 8,159 shares; 2025Q3: 9,395 shares; 2025Q4: 5,989 shares; 2026Q1: 5,118 shares; 2026Q2: 4,339 shares 4,339 $297K <0.01% -779 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: 2,034 shares; 2024Q4: 2,012 shares; 2025Q1: 2,153 shares; 2025Q2: 2,015 shares; 2025Q3: 2,025 shares; 2025Q4: 1,466 shares; 2026Q1: 1,237 shares; 2026Q2: 1,239 shares 1,239 $294K <0.01% +2 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: 5,981 shares; 2024Q4: 10,189 shares; 2025Q1: not reported; 2025Q2: 11,047 shares; 2025Q3: 25,810 shares; 2025Q4: 11,583 shares; 2026Q1: 10,352 shares; 2026Q2: 7,727 shares 7,727 $294K <0.01% -2,625 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,940 shares; 2026Q2: 1,524 shares 1,524 $291K <0.01% -416 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: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 2,310 shares; 2026Q1: 1,900 shares; 2026Q2: 1,842 shares 1,842 $289K <0.01% -58 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS 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: 12,099 shares 12,099 $286K <0.01% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,115 shares; 2025Q3: 18,682 shares; 2025Q4: 10,722 shares; 2026Q1: 11,503 shares; 2026Q2: 12,757 shares 12,757 $285K <0.01% +1,254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,602 shares 1,602 $282K <0.01% new 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: 1,032 shares; 2024Q4: 1,047 shares; 2025Q1: 1,652 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: not reported; 2026Q1: 1,391 shares; 2026Q2: 1,027 shares 1,027 $281K <0.01% -364 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: not reported; 2026Q1: 1,194 shares; 2026Q2: 1,210 shares 1,210 $275K <0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares; 2025Q4: 3,825 shares; 2026Q1: 3,318 shares; 2026Q2: 3,587 shares 3,587 $275K <0.01% +269 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,808 shares; 2024Q4: 189,397 shares; 2025Q1: 193,989 shares; 2025Q2: 213,014 shares; 2025Q3: 3,369 shares; 2025Q4: 934 shares; 2026Q1: 1,453 shares; 2026Q2: 1,276 shares 1,276 $274K <0.01% -177 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902 shares; 2024Q4: 1,728 shares; 2025Q1: 1,671 shares; 2025Q2: 1,577 shares; 2025Q3: 1,654 shares; 2025Q4: 2,014 shares; 2026Q1: 1,573 shares; 2026Q2: 1,674 shares 1,674 $274K <0.01% +101 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,222 shares; 2026Q1: 981 shares; 2026Q2: 1,008 shares 1,008 $271K <0.01% +27 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 45,803 shares; 2026Q1: 25,117 shares; 2026Q2: 24,272 shares 24,272 $271K <0.01% -845 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 2,652 shares; 2025Q1: 1,943 shares; 2025Q2: 1,544 shares; 2025Q3: 1,615 shares; 2025Q4: 1,811 shares; 2026Q1: 1,615 shares; 2026Q2: 1,638 shares 1,638 $270K <0.01% +23 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: 1,252 shares; 2024Q4: 1,466 shares; 2025Q1: 1,375 shares; 2025Q2: 1,293 shares; 2025Q3: 1,213 shares; 2025Q4: not reported; 2026Q1: 987 shares; 2026Q2: 1,076 shares 1,076 $265K <0.01% +89 Timeline TMFC RBB FD INC More: the full row for RBB FD 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: 3,467 shares 3,467 $264K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,287 shares; 2026Q1: not reported; 2026Q2: 1,556 shares 1,556 $264K <0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares; 2026Q2: 2,155 shares 2,155 $262K <0.01% 0 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: 3,469 shares; 2024Q4: 3,079 shares; 2025Q1: 3,235 shares; 2025Q2: 2,974 shares; 2025Q3: 3,082 shares; 2025Q4: 2,186 shares; 2026Q1: 2,121 shares; 2026Q2: 2,220 shares 2,220 $261K <0.01% +99 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 304 shares 304 $261K <0.01% -36 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: 5,772 shares; 2024Q4: 8,784 shares; 2025Q1: 6,493 shares; 2025Q2: 6,493 shares; 2025Q3: 7,235 shares; 2025Q4: 7,083 shares; 2026Q1: 4,759 shares; 2026Q2: 4,820 shares 4,820 $260K <0.01% +61 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 662 shares; 2025Q1: 635 shares; 2025Q2: 549 shares; 2025Q3: 587 shares; 2025Q4: 558 shares; 2026Q1: 546 shares; 2026Q2: 521 shares 521 $259K <0.01% -25 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,540 shares; 2024Q4: 6,540 shares; 2025Q1: not reported; 2025Q2: 6,837 shares; 2025Q3: 6,521 shares; 2025Q4: 6,521 shares; 2026Q1: 7,071 shares; 2026Q2: 7,071 shares 7,071 $258K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,995 shares; 2024Q4: 21,880 shares; 2025Q1: 25,285 shares; 2025Q2: 16,149 shares; 2025Q3: 19,776 shares; 2025Q4: 10,889 shares; 2026Q1: 23,223 shares; 2026Q2: 18,485 shares 18,485 $257K <0.01% -4,738 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,491 shares; 2026Q1: 1,334 shares; 2026Q2: 1,351 shares 1,351 $257K <0.01% +17 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,175 shares; 2025Q1: 2,168 shares; 2025Q2: 2,188 shares; 2025Q3: 2,282 shares; 2025Q4: 3,349 shares; 2026Q1: 2,151 shares; 2026Q2: 2,142 shares 2,142 $255K <0.01% -9 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,707 shares; 2024Q4: 5,707 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,109 shares; 2025Q4: 8,218 shares; 2026Q1: 3,310 shares; 2026Q2: 3,205 shares 3,205 $251K <0.01% -105 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $250K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 3,439 shares; 2026Q1: not reported; 2026Q2: 3,675 shares 3,675 $250K <0.01% new 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: not reported; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 629 shares 629 $250K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,395 shares; 2024Q4: 5,480 shares; 2025Q1: 5,389 shares; 2025Q2: 5,258 shares; 2025Q3: 5,274 shares; 2025Q4: 5,258 shares; 2026Q1: 5,510 shares; 2026Q2: 5,269 shares 5,269 $248K <0.01% -241 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: 3,470 shares; 2024Q4: 3,836 shares; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 3,210 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,719 shares 2,719 $248K <0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,482 shares; 2024Q4: 6,182 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 4,900 shares; 2025Q4: 5,053 shares; 2026Q1: 4,890 shares; 2026Q2: 4,716 shares 4,716 $248K <0.01% -174 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: 2,165 shares; 2024Q4: 15,360 shares; 2025Q1: 15,246 shares; 2025Q2: 9,605 shares; 2025Q3: 10,687 shares; 2025Q4: not reported; 2026Q1: 8,588 shares; 2026Q2: 7,276 shares 7,276 $246K <0.01% -1,312 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,913 shares; 2025Q4: 2,415 shares; 2026Q1: 2,424 shares; 2026Q2: 2,551 shares 2,551 $243K <0.01% +127 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,052 shares; 2025Q1: 2,272 shares; 2025Q2: 2,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,487 shares; 2026Q2: 2,500 shares 2,500 $242K <0.01% +13 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares; 2025Q4: 6,902 shares; 2026Q1: 3,477 shares; 2026Q2: 3,440 shares 3,440 $241K <0.01% -37 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares; 2026Q2: 2,329 shares 2,329 $240K <0.01% +9 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: 15,291 shares; 2024Q4: 8,223 shares; 2025Q1: 7,432 shares; 2025Q2: 9,392 shares; 2025Q3: 5,850 shares; 2025Q4: not reported; 2026Q1: 4,004 shares; 2026Q2: 3,935 shares 3,935 $239K <0.01% -69 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 1,840 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,912 shares; 2026Q1: 1,715 shares; 2026Q2: 1,616 shares 1,616 $239K <0.01% -99 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 400 shares; 2025Q1: 391 shares; 2025Q2: 187 shares; 2025Q3: 189 shares; 2025Q4: not reported; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $238K <0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 981 shares 981 $233K <0.01% -41 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,413 shares; 2026Q1: 4,413 shares; 2026Q2: 4,413 shares 4,413 $232K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $232K <0.01% 0 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: 3,934 shares; 2024Q4: 3,691 shares; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 3,173 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,043 shares 3,043 $231K <0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,516 shares; 2024Q4: 4,751 shares; 2025Q1: 4,362 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,519 shares 2,519 $229K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $228K <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares; 2026Q2: 1,791 shares 1,791 $226K <0.01% -8 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 994 shares; 2025Q1: 777 shares; 2025Q2: 779 shares; 2025Q3: 855 shares; 2025Q4: 911 shares; 2026Q1: 804 shares; 2026Q2: 796 shares 796 $225K <0.01% -8 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,877 shares 4,877 $225K <0.01% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,414 shares; 2026Q1: 8,051 shares; 2026Q2: 8,051 shares 8,051 $222K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,731 shares; 2024Q4: 12,451 shares; 2025Q1: 10,642 shares; 2025Q2: 6,093 shares; 2025Q3: 5,817 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,632 shares 4,632 $222K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,616 shares; 2026Q2: 8,080 shares 8,080 $221K <0.01% +6,464 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: 10,555 shares; 2024Q4: 9,127 shares; 2025Q1: 9,028 shares; 2025Q2: 8,804 shares; 2025Q3: 8,822 shares; 2025Q4: 8,715 shares; 2026Q1: 2,349 shares; 2026Q2: 2,250 shares 2,250 $221K <0.01% -99 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 413 shares 413 $221K <0.01% +40 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $220K <0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares; 2026Q1: not reported; 2026Q2: 1,407 shares 1,407 $220K <0.01% new Timeline