IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,388 shares; 2024Q4: 72,613 shares; 2025Q1: 73,184 shares; 2025Q2: 119,106 shares; 2025Q3: 176,371 shares; 2025Q4: 1,608,892 shares; 2026Q1: 2,642,855 shares; 2026Q2: 2,829,956 shares 2,829,956 $234M 4.12% +187,101 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,624 shares; 2025Q1: 1,673 shares; 2025Q2: 1,845 shares; 2025Q3: 212,180 shares; 2025Q4: 80,894 shares; 2026Q1: 32,945 shares; 2026Q2: 150,189 shares 150,189 $152M 2.67% +117,244 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: 358,675 shares; 2024Q4: 358,194 shares; 2025Q1: 349,609 shares; 2025Q2: 347,184 shares; 2025Q3: 373,750 shares; 2025Q4: 447,640 shares; 2026Q1: 436,694 shares; 2026Q2: 436,726 shares 436,726 $126M 2.22% +32 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: 4,362 shares; 2024Q4: 4,403 shares; 2025Q1: 4,544 shares; 2025Q2: 6,874 shares; 2025Q3: 369,538 shares; 2025Q4: 130,473 shares; 2026Q1: 62,405 shares; 2026Q2: 525,329 shares 525,329 $105M 1.85% +462,924 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: 231,132 shares; 2024Q4: 227,024 shares; 2025Q1: 226,692 shares; 2025Q2: 222,955 shares; 2025Q3: 232,005 shares; 2025Q4: 262,458 shares; 2026Q1: 228,225 shares; 2026Q2: 269,967 shares 269,967 $101M 1.77% +41,742 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 3,690 shares; 2025Q1: 3,728 shares; 2025Q2: 3,297 shares; 2025Q3: 4,334 shares; 2025Q4: 5,206 shares; 2026Q1: 6,198 shares; 2026Q2: 591,907 shares 591,907 $99.3M 1.74% +585,709 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,548 shares; 2024Q4: not reported; 2025Q1: 4,951 shares; 2025Q2: not reported; 2025Q3: 1,507,331 shares; 2025Q4: 732,363 shares; 2026Q1: 732,328 shares; 2026Q2: 1,807,357 shares 1,807,357 $95.2M 1.67% +1,075,029 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: 154,438 shares; 2024Q4: 204,812 shares; 2025Q1: 207,021 shares; 2025Q2: 228,906 shares; 2025Q3: 242,393 shares; 2025Q4: 266,891 shares; 2026Q1: 262,097 shares; 2026Q2: 265,066 shares 265,066 $94.7M 1.66% +2,969 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679,413 shares; 2024Q4: 694,471 shares; 2025Q1: 673,454 shares; 2025Q2: 776,753 shares; 2025Q3: 793,659 shares; 2025Q4: 793,616 shares; 2026Q1: 793,601 shares; 2026Q2: 788,435 shares 788,435 $94.7M 1.66% -5,166 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: 350,666 shares; 2024Q4: 346,039 shares; 2025Q1: 345,922 shares; 2025Q2: 347,587 shares; 2025Q3: 381,181 shares; 2025Q4: 421,950 shares; 2026Q1: 447,079 shares; 2026Q2: 453,680 shares 453,680 $90.8M 1.59% +6,601 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,286 shares; 2024Q4: 491,543 shares; 2025Q1: 535,161 shares; 2025Q2: 638,391 shares; 2025Q3: 770,585 shares; 2025Q4: 748,901 shares; 2026Q1: 747,310 shares; 2026Q2: 730,746 shares 730,746 $85.8M 1.51% -16,564 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,555 shares; 2024Q4: 9,942 shares; 2025Q1: 10,050 shares; 2025Q2: 7,412 shares; 2025Q3: 522,022 shares; 2025Q4: 289,329 shares; 2026Q1: 289,021 shares; 2026Q2: 831,632 shares 831,632 $84.4M 1.48% +542,611 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: 227,445 shares; 2024Q4: 262,302 shares; 2025Q1: 250,743 shares; 2025Q2: 260,999 shares; 2025Q3: 255,406 shares; 2025Q4: 252,636 shares; 2026Q1: 225,659 shares; 2026Q2: 225,963 shares 225,963 $79.8M 1.4% +304 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: 241,352 shares; 2024Q4: 242,550 shares; 2025Q1: 247,050 shares; 2025Q2: 244,664 shares; 2025Q3: 267,190 shares; 2025Q4: 297,680 shares; 2026Q1: 308,979 shares; 2026Q2: 325,697 shares 325,697 $77.6M 1.36% +16,718 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: 310,326 shares; 2024Q4: 304,281 shares; 2025Q1: 330,000 shares; 2025Q2: 360,192 shares; 2025Q3: 372,585 shares; 2025Q4: 708,773 shares; 2026Q1: 759,691 shares; 2026Q2: 781,642 shares 781,642 $75.4M 1.32% +21,951 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,152 shares; 2024Q4: 410,741 shares; 2025Q1: 359,072 shares; 2025Q2: 350,347 shares; 2025Q3: 742,068 shares; 2025Q4: 736,394 shares; 2026Q1: 823,328 shares; 2026Q2: 727,713 shares 727,713 $59.8M 1.05% -95,615 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 431,444 shares; 2025Q1: 494,581 shares; 2025Q2: 505,086 shares; 2025Q3: 515,937 shares; 2025Q4: 517,209 shares; 2026Q1: 876,826 shares; 2026Q2: 918,222 shares 918,222 $54.2M 0.95% +41,396 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811,680 shares; 2024Q4: 741,880 shares; 2025Q1: 1,058,867 shares; 2025Q2: 1,073,502 shares; 2025Q3: 1,067,387 shares; 2025Q4: 1,068,299 shares; 2026Q1: 1,061,848 shares; 2026Q2: 1,054,709 shares 1,054,709 $51.8M 0.91% -7,139 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,289 shares; 2024Q4: 74,087 shares; 2025Q1: 150,274 shares; 2025Q2: 206,941 shares; 2025Q3: 287,551 shares; 2025Q4: 519,636 shares; 2026Q1: 620,251 shares; 2026Q2: 507,483 shares 507,483 $51.1M 0.9% -112,768 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: 97,677 shares; 2024Q4: 123,598 shares; 2025Q1: 147,558 shares; 2025Q2: 178,096 shares; 2025Q3: 181,600 shares; 2025Q4: 188,069 shares; 2026Q1: 197,610 shares; 2026Q2: 210,730 shares 210,730 $45.9M 0.81% +13,120 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,112 shares; 2024Q4: 994,198 shares; 2025Q1: 977,975 shares; 2025Q2: 944,730 shares; 2025Q3: 921,812 shares; 2025Q4: 921,304 shares; 2026Q1: 913,080 shares; 2026Q2: 884,464 shares 884,464 $44.8M 0.79% -28,616 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,098 shares; 2024Q4: 51,504 shares; 2025Q1: 52,436 shares; 2025Q2: 56,065 shares; 2025Q3: 58,271 shares; 2025Q4: 59,489 shares; 2026Q1: 61,781 shares; 2026Q2: 470,944 shares 470,944 $44.5M 0.78% +409,163 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,763 shares; 2025Q3: 63,693 shares; 2025Q4: 16,185 shares; 2026Q1: 16,185 shares; 2026Q2: 5,338,043 shares 5,338,043 $43.6M 0.77% +5,321,858 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,395 shares; 2024Q4: 15,047 shares; 2025Q1: 13,662 shares; 2025Q2: 13,116 shares; 2025Q3: 1,013,516 shares; 2025Q4: 372,237 shares; 2026Q1: 320,394 shares; 2026Q2: 1,283,057 shares 1,283,057 $41.8M 0.73% +962,663 Timeline JD JD.COM INC More: the full row for JD.COM 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: 1,479,161 shares; 2025Q4: not reported; 2026Q1: 7,360 shares; 2026Q2: 1,480,613 shares 1,480,613 $37.7M 0.66% +1,473,253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745,522 shares; 2025Q3: 745,522 shares; 2025Q4: 745,618 shares; 2026Q1: 745,522 shares; 2026Q2: 745,522 shares 745,522 $37.7M 0.66% 0 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: 30,367 shares; 2024Q4: 29,810 shares; 2025Q1: 30,418 shares; 2025Q2: 32,056 shares; 2025Q3: 32,758 shares; 2025Q4: 42,522 shares; 2026Q1: 42,996 shares; 2026Q2: 49,444 shares 49,444 $37M 0.65% +6,448 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584,351 shares; 2024Q4: 593,754 shares; 2025Q1: 619,935 shares; 2025Q2: 646,829 shares; 2025Q3: 642,226 shares; 2025Q4: 657,412 shares; 2026Q1: 660,637 shares; 2026Q2: 664,837 shares 664,837 $34.8M 0.61% +4,200 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: 104,551 shares; 2024Q4: 104,064 shares; 2025Q1: 132,006 shares; 2025Q2: 157,529 shares; 2025Q3: 157,793 shares; 2025Q4: 154,305 shares; 2026Q1: 171,288 shares; 2026Q2: 79,648 shares 79,648 $34.4M 0.6% -91,640 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,054 shares; 2024Q4: 38,438 shares; 2025Q1: 39,119 shares; 2025Q2: 50,264 shares; 2025Q3: 110,554 shares; 2025Q4: 110,698 shares; 2026Q1: 84,057 shares; 2026Q2: 108,955 shares 108,955 $34.2M 0.6% +24,898 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: 29,472 shares; 2024Q4: 48,885 shares; 2025Q1: 49,896 shares; 2025Q2: 57,978 shares; 2025Q3: 58,826 shares; 2025Q4: 60,393 shares; 2026Q1: 49,965 shares; 2026Q2: 29,017 shares 29,017 $33.5M 0.59% -20,948 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: 69,433 shares; 2024Q4: 111,380 shares; 2025Q1: 159,559 shares; 2025Q2: 257,044 shares; 2025Q3: 257,385 shares; 2025Q4: 256,092 shares; 2026Q1: 262,297 shares; 2026Q2: 258,518 shares 258,518 $33.4M 0.59% -3,779 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: 147,018 shares; 2024Q4: 156,620 shares; 2025Q1: 170,406 shares; 2025Q2: 229,935 shares; 2025Q3: 243,729 shares; 2025Q4: 302,198 shares; 2026Q1: 325,625 shares; 2026Q2: 345,593 shares 345,593 $33.4M 0.59% +19,968 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 254,101 shares; 2025Q1: 568,595 shares; 2025Q2: 645,725 shares; 2025Q3: 660,111 shares; 2025Q4: 678,314 shares; 2026Q1: 686,434 shares; 2026Q2: 678,657 shares 678,657 $33.3M 0.58% -7,777 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: 124,373 shares; 2024Q4: 124,645 shares; 2025Q1: 89,079 shares; 2025Q2: 92,174 shares; 2025Q3: 90,432 shares; 2025Q4: 94,545 shares; 2026Q1: 108,359 shares; 2026Q2: 97,875 shares 97,875 $32M 0.56% -10,484 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: 281,151 shares; 2024Q4: 304,073 shares; 2025Q1: 319,604 shares; 2025Q2: 332,014 shares; 2025Q3: 349,784 shares; 2025Q4: 340,324 shares; 2026Q1: 346,195 shares; 2026Q2: 353,193 shares 353,193 $31.8M 0.56% +6,998 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,487 shares; 2024Q4: 611,124 shares; 2025Q1: 608,099 shares; 2025Q2: 596,807 shares; 2025Q3: 617,015 shares; 2025Q4: 624,706 shares; 2026Q1: 639,418 shares; 2026Q2: 639,408 shares 639,408 $31.4M 0.55% -10 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: 62,943 shares; 2024Q4: 63,256 shares; 2025Q1: 56,593 shares; 2025Q2: 58,390 shares; 2025Q3: 66,022 shares; 2025Q4: 86,403 shares; 2026Q1: 72,225 shares; 2026Q2: 81,952 shares 81,952 $31M 0.54% +9,727 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: 332,108 shares; 2024Q4: 339,116 shares; 2025Q1: 313,753 shares; 2025Q2: 319,270 shares; 2025Q3: 323,749 shares; 2025Q4: 350,699 shares; 2026Q1: 305,390 shares; 2026Q2: 255,498 shares 255,498 $30M 0.53% -49,892 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,501 shares; 2024Q4: 1,009,345 shares; 2025Q1: 949,326 shares; 2025Q2: 952,471 shares; 2025Q3: 908,159 shares; 2025Q4: 894,406 shares; 2026Q1: 876,343 shares; 2026Q2: 796,751 shares 796,751 $29.3M 0.51% -79,592 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: 92,933 shares; 2024Q4: 93,825 shares; 2025Q1: 90,121 shares; 2025Q2: 99,682 shares; 2025Q3: 610,611 shares; 2025Q4: 108,908 shares; 2026Q1: 108,008 shares; 2026Q2: 616,925 shares 616,925 $28.9M 0.51% +508,917 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,829 shares; 2024Q4: 154,824 shares; 2025Q1: 149,599 shares; 2025Q2: 162,276 shares; 2025Q3: 167,653 shares; 2025Q4: 229,453 shares; 2026Q1: 266,843 shares; 2026Q2: 299,314 shares 299,314 $28.3M 0.5% +32,471 Timeline EMLC 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: 982,870 shares; 2024Q4: 1,004,175 shares; 2025Q1: 1,009,356 shares; 2025Q2: 1,036,274 shares; 2025Q3: 1,058,743 shares; 2025Q4: 1,078,317 shares; 2026Q1: 1,086,213 shares; 2026Q2: 1,096,521 shares 1,096,521 $28M 0.49% +10,308 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: 81,195 shares; 2024Q4: 80,143 shares; 2025Q1: 77,099 shares; 2025Q2: 57,868 shares; 2025Q3: 57,922 shares; 2025Q4: 56,817 shares; 2026Q1: 57,374 shares; 2026Q2: 319,999 shares 319,999 $27.6M 0.48% +262,625 Timeline DFAE 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: 366,960 shares; 2024Q4: 369,590 shares; 2025Q1: 344,790 shares; 2025Q2: 398,186 shares; 2025Q3: 420,052 shares; 2025Q4: 533,261 shares; 2026Q1: 572,970 shares; 2026Q2: 656,713 shares 656,713 $26.4M 0.46% +83,743 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: 26,274 shares; 2024Q4: 25,289 shares; 2025Q1: 30,001 shares; 2025Q2: 35,038 shares; 2025Q3: 36,277 shares; 2025Q4: 35,685 shares; 2026Q1: 36,084 shares; 2026Q2: 37,355 shares 37,355 $25.7M 0.45% +1,271 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 498,718 shares; 2025Q1: 473,562 shares; 2025Q2: 480,988 shares; 2025Q3: 486,475 shares; 2025Q4: 489,625 shares; 2026Q1: 475,437 shares; 2026Q2: 478,511 shares 478,511 $25.4M 0.45% +3,074 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: 79,435 shares; 2024Q4: 80,138 shares; 2025Q1: 61,996 shares; 2025Q2: 56,602 shares; 2025Q3: 55,408 shares; 2025Q4: 51,793 shares; 2026Q1: 51,940 shares; 2026Q2: 52,814 shares 52,814 $25.3M 0.44% +874 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: 106,375 shares; 2024Q4: 107,355 shares; 2025Q1: 112,749 shares; 2025Q2: 169,738 shares; 2025Q3: 170,723 shares; 2025Q4: 170,461 shares; 2026Q1: 165,270 shares; 2026Q2: 166,353 shares 166,353 $24.7M 0.43% +1,083 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: 36,928 shares; 2024Q4: 33,518 shares; 2025Q1: 32,917 shares; 2025Q2: 32,704 shares; 2025Q3: 32,935 shares; 2025Q4: 34,082 shares; 2026Q1: 33,105 shares; 2026Q2: 33,157 shares 33,157 $24.4M 0.43% +52 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: 30,917 shares; 2024Q4: 30,908 shares; 2025Q1: 30,725 shares; 2025Q2: 33,078 shares; 2025Q3: 36,877 shares; 2025Q4: 47,182 shares; 2026Q1: 37,668 shares; 2026Q2: 43,197 shares 43,197 $24.3M 0.43% +5,529 Timeline IGF 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: 4,829 shares; 2025Q3: 37,510 shares; 2025Q4: 207,177 shares; 2026Q1: 331,471 shares; 2026Q2: 362,646 shares 362,646 $24.2M 0.42% +31,175 Timeline ANGL 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: 1,021,627 shares; 2024Q4: 1,032,818 shares; 2025Q1: 1,006,173 shares; 2025Q2: 1,033,582 shares; 2025Q3: 779,499 shares; 2025Q4: 781,910 shares; 2026Q1: 794,294 shares; 2026Q2: 798,375 shares 798,375 $23.3M 0.41% +4,081 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,411 shares; 2025Q2: 238,980 shares; 2025Q3: 406,388 shares; 2025Q4: 605,504 shares; 2026Q1: 829,645 shares; 2026Q2: 865,182 shares 865,182 $22.9M 0.4% +35,537 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: 316,474 shares; 2024Q4: 325,927 shares; 2025Q1: 323,578 shares; 2025Q2: 331,372 shares; 2025Q3: 339,026 shares; 2025Q4: 412,946 shares; 2026Q1: 357,243 shares; 2026Q2: 397,722 shares 397,722 $22.7M 0.4% +40,479 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: 37,202 shares; 2024Q4: 36,542 shares; 2025Q1: 40,309 shares; 2025Q2: 41,689 shares; 2025Q3: 44,268 shares; 2025Q4: 45,327 shares; 2026Q1: 53,550 shares; 2026Q2: 45,087 shares 45,087 $22.6M 0.4% -8,463 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: 14,435 shares; 2024Q4: 125,985 shares; 2025Q1: 122,921 shares; 2025Q2: 173,804 shares; 2025Q3: 160,100 shares; 2025Q4: 158,944 shares; 2026Q1: 157,023 shares; 2026Q2: 156,204 shares 156,204 $21.9M 0.38% -819 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: 136,579 shares; 2024Q4: 136,212 shares; 2025Q1: 139,602 shares; 2025Q2: 141,768 shares; 2025Q3: 141,768 shares; 2025Q4: 142,837 shares; 2026Q1: 145,844 shares; 2026Q2: 145,342 shares 145,342 $21.8M 0.38% -502 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,858,044 shares; 2024Q4: 3,599,524 shares; 2025Q1: 3,595,128 shares; 2025Q2: 3,280,654 shares; 2025Q3: 3,376,960 shares; 2025Q4: 3,441,903 shares; 2026Q1: 3,460,447 shares; 2026Q2: 3,508,478 shares 3,508,478 $21.5M 0.38% +48,031 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: 199,000 shares; 2024Q4: 282,360 shares; 2025Q1: 274,071 shares; 2025Q2: 260,541 shares; 2025Q3: 249,566 shares; 2025Q4: 234,780 shares; 2026Q1: 318,036 shares; 2026Q2: 293,545 shares 293,545 $21.2M 0.37% -24,491 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: 39,012 shares; 2024Q4: 40,054 shares; 2025Q1: 39,749 shares; 2025Q2: 29,414 shares; 2025Q3: 29,184 shares; 2025Q4: 70,693 shares; 2026Q1: 72,866 shares; 2026Q2: 126,392 shares 126,392 $20.8M 0.37% +53,526 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: 15,310 shares; 2024Q4: 15,348 shares; 2025Q1: 14,948 shares; 2025Q2: 22,385 shares; 2025Q3: 22,410 shares; 2025Q4: 22,307 shares; 2026Q1: 21,285 shares; 2026Q2: 170,231 shares 170,231 $20.3M 0.36% +148,946 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,673 shares; 2024Q4: 65,086 shares; 2025Q1: 62,253 shares; 2025Q2: 51,807 shares; 2025Q3: 53,312 shares; 2025Q4: 49,142 shares; 2026Q1: 54,098 shares; 2026Q2: 59,279 shares 59,279 $20.2M 0.35% +5,181 Timeline SPTS 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: 1,353,399 shares; 2024Q4: 1,126,101 shares; 2025Q1: 933,723 shares; 2025Q2: 845,495 shares; 2025Q3: 828,952 shares; 2025Q4: 760,572 shares; 2026Q1: 731,553 shares; 2026Q2: 696,181 shares 696,181 $20.2M 0.35% -35,372 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: 193,024 shares; 2024Q4: 195,266 shares; 2025Q1: 215,888 shares; 2025Q2: 214,247 shares; 2025Q3: 223,100 shares; 2025Q4: 221,226 shares; 2026Q1: 225,690 shares; 2026Q2: 239,373 shares 239,373 $20M 0.35% +13,683 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,462 shares; 2024Q4: 296,262 shares; 2025Q1: 297,001 shares; 2025Q2: 297,985 shares; 2025Q3: 296,928 shares; 2025Q4: 297,933 shares; 2026Q1: 306,736 shares; 2026Q2: 310,377 shares 310,377 $19.6M 0.34% +3,641 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: 22,297 shares; 2024Q4: 19,910 shares; 2025Q1: 18,088 shares; 2025Q2: 18,373 shares; 2025Q3: 19,096 shares; 2025Q4: 21,547 shares; 2026Q1: 20,532 shares; 2026Q2: 20,283 shares 20,283 $19M 0.33% -249 Timeline IVOO 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: 68,858 shares; 2024Q4: 100,718 shares; 2025Q1: 107,430 shares; 2025Q2: 114,281 shares; 2025Q3: 118,959 shares; 2025Q4: 114,263 shares; 2026Q1: 119,132 shares; 2026Q2: 142,946 shares 142,946 $18.6M 0.33% +23,814 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: 65,603 shares; 2024Q4: 89,903 shares; 2025Q1: 91,742 shares; 2025Q2: 96,789 shares; 2025Q3: 97,942 shares; 2025Q4: 100,985 shares; 2026Q1: 104,483 shares; 2026Q2: 112,413 shares 112,413 $18.5M 0.32% +7,930 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: 27,169 shares; 2024Q4: 35,546 shares; 2025Q1: 31,399 shares; 2025Q2: 34,111 shares; 2025Q3: 41,674 shares; 2025Q4: 51,825 shares; 2026Q1: 40,223 shares; 2026Q2: 43,794 shares 43,794 $18.4M 0.32% +3,571 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: 24,858 shares; 2024Q4: 24,292 shares; 2025Q1: 24,389 shares; 2025Q2: 23,158 shares; 2025Q3: 33,980 shares; 2025Q4: 54,971 shares; 2026Q1: 56,429 shares; 2026Q2: 58,281 shares 58,281 $17.4M 0.31% +1,852 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: 111,900 shares; 2024Q4: 108,751 shares; 2025Q1: 57,627 shares; 2025Q2: 63,507 shares; 2025Q3: 65,816 shares; 2025Q4: 74,701 shares; 2026Q1: 66,668 shares; 2026Q2: 66,225 shares 66,225 $16.8M 0.3% -443 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395 shares; 2024Q4: 4,026 shares; 2025Q1: 65,284 shares; 2025Q2: 66,635 shares; 2025Q3: 65,342 shares; 2025Q4: 70,695 shares; 2026Q1: 70,429 shares; 2026Q2: 69,931 shares 69,931 $16.6M 0.29% -498 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: 82,329 shares; 2024Q4: 80,689 shares; 2025Q1: 82,424 shares; 2025Q2: 111,806 shares; 2025Q3: 115,075 shares; 2025Q4: 130,949 shares; 2026Q1: 200,257 shares; 2026Q2: 201,144 shares 201,144 $16.6M 0.29% +887 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,334 shares; 2024Q4: 10,428 shares; 2025Q1: 9,890 shares; 2025Q2: 9,928 shares; 2025Q3: 10,898 shares; 2025Q4: 8,994 shares; 2026Q1: 9,197 shares; 2026Q2: 8,310 shares 8,310 $16.5M 0.29% -887 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: 962,106 shares; 2024Q4: 961,587 shares; 2025Q1: 896,555 shares; 2025Q2: 899,176 shares; 2025Q3: 858,727 shares; 2025Q4: 877,757 shares; 2026Q1: 862,598 shares; 2026Q2: 845,478 shares 845,478 $16.2M 0.28% -17,120 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: 68,711 shares; 2024Q4: 68,221 shares; 2025Q1: 66,722 shares; 2025Q2: 68,243 shares; 2025Q3: 69,087 shares; 2025Q4: 67,759 shares; 2026Q1: 68,199 shares; 2026Q2: 68,080 shares 68,080 $16.1M 0.28% -119 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: 65,514 shares; 2024Q4: 69,123 shares; 2025Q1: 93,498 shares; 2025Q2: 94,305 shares; 2025Q3: 93,169 shares; 2025Q4: 102,760 shares; 2026Q1: 103,642 shares; 2026Q2: 125,771 shares 125,771 $15.8M 0.28% +22,129 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: 13,123 shares; 2024Q4: 11,047 shares; 2025Q1: 10,875 shares; 2025Q2: 13,296 shares; 2025Q3: 14,892 shares; 2025Q4: 21,057 shares; 2026Q1: 21,876 shares; 2026Q2: 21,409 shares 21,409 $15.5M 0.27% -467 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,458 shares; 2025Q1: 137,712 shares; 2025Q2: 171,911 shares; 2025Q3: 190,805 shares; 2025Q4: 316,767 shares; 2026Q1: 339,907 shares; 2026Q2: 301,901 shares 301,901 $15.2M 0.27% -38,006 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,512,005 shares; 2024Q4: 3,627,669 shares; 2025Q1: 3,689,293 shares; 2025Q2: 3,449,530 shares; 2025Q3: 3,053,135 shares; 2025Q4: 3,079,241 shares; 2026Q1: 2,200,519 shares; 2026Q2: 2,235,663 shares 2,235,663 $15.1M 0.26% +35,144 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 16,268 shares; 2025Q2: 42,755 shares; 2025Q3: 42,093 shares; 2025Q4: 42,056 shares; 2026Q1: 43,083 shares; 2026Q2: 42,003 shares 42,003 $14.9M 0.26% -1,080 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: 82,900 shares; 2024Q4: 73,286 shares; 2025Q1: 157,078 shares; 2025Q2: 160,020 shares; 2025Q3: 214,268 shares; 2025Q4: 218,117 shares; 2026Q1: 204,045 shares; 2026Q2: 170,927 shares 170,927 $14.9M 0.26% -33,118 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,123 shares; 2024Q4: 36,693 shares; 2025Q1: 303,446 shares; 2025Q2: 321,751 shares; 2025Q3: 335,695 shares; 2025Q4: 344,660 shares; 2026Q1: 666,652 shares; 2026Q2: 672,345 shares 672,345 $14.8M 0.26% +5,693 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,060 shares; 2024Q4: 60,452 shares; 2025Q1: 99,430 shares; 2025Q2: 106,787 shares; 2025Q3: 106,899 shares; 2025Q4: 109,428 shares; 2026Q1: 83,826 shares; 2026Q2: 83,834 shares 83,834 $14.7M 0.26% +8 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009,783 shares; 2024Q4: 1,004,946 shares; 2025Q1: 716,698 shares; 2025Q2: 740,252 shares; 2025Q3: 730,369 shares; 2025Q4: 835,817 shares; 2026Q1: 692,615 shares; 2026Q2: 605,118 shares 605,118 $14.7M 0.26% -87,497 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: 11,256 shares; 2024Q4: 10,288 shares; 2025Q1: 9,210 shares; 2025Q2: 8,963 shares; 2025Q3: 10,667 shares; 2025Q4: 12,210 shares; 2026Q1: 16,020 shares; 2026Q2: 12,152 shares 12,152 $14.6M 0.26% -3,868 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,073 shares; 2024Q4: 564,427 shares; 2025Q1: 434,972 shares; 2025Q2: 441,552 shares; 2025Q3: 442,284 shares; 2025Q4: 440,169 shares; 2026Q1: 359,938 shares; 2026Q2: 359,926 shares 359,926 $14.5M 0.25% -12 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: 106,345 shares; 2024Q4: 107,743 shares; 2025Q1: 104,137 shares; 2025Q2: 111,038 shares; 2025Q3: 114,610 shares; 2025Q4: 123,026 shares; 2026Q1: 108,740 shares; 2026Q2: 77,863 shares 77,863 $14.4M 0.25% -30,877 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: 105,606 shares; 2024Q4: 104,282 shares; 2025Q1: 87,802 shares; 2025Q2: 77,871 shares; 2025Q3: 75,607 shares; 2025Q4: 75,189 shares; 2026Q1: 111,928 shares; 2026Q2: 95,018 shares 95,018 $13.9M 0.24% -16,910 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788,501 shares; 2024Q4: 836,916 shares; 2025Q1: 837,332 shares; 2025Q2: 882,669 shares; 2025Q3: 863,504 shares; 2025Q4: 896,662 shares; 2026Q1: 916,288 shares; 2026Q2: 946,524 shares 946,524 $13.9M 0.24% +30,236 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: 6,295 shares; 2025Q4: 7,470 shares; 2026Q1: 7,055 shares; 2026Q2: 6,025 shares 6,025 $13.7M 0.24% -1,030 Timeline CQQQ 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: 193,437 shares; 2025Q2: 213,453 shares; 2025Q3: 220,117 shares; 2025Q4: 237,496 shares; 2026Q1: 240,245 shares; 2026Q2: 239,052 shares 239,052 $13.6M 0.24% -1,193 Timeline RWR 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: 41,644 shares; 2024Q4: 43,835 shares; 2025Q1: 43,891 shares; 2025Q2: 45,930 shares; 2025Q3: 96,206 shares; 2025Q4: 100,114 shares; 2026Q1: 107,389 shares; 2026Q2: 118,883 shares 118,883 $13.4M 0.24% +11,494 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,629 shares; 2024Q4: 22,120 shares; 2025Q1: 22,347 shares; 2025Q2: 22,032 shares; 2025Q3: 21,808 shares; 2025Q4: 27,704 shares; 2026Q1: 858,673 shares; 2026Q2: 1,425,198 shares 1,425,198 $13.4M 0.23% +566,525 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: 24,317 shares; 2024Q4: 27,951 shares; 2025Q1: 30,188 shares; 2025Q2: 28,618 shares; 2025Q3: 39,805 shares; 2025Q4: 41,308 shares; 2026Q1: 27,325 shares; 2026Q2: 269,605 shares 269,605 $13.4M 0.23% +242,280 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: 216,938 shares; 2024Q4: 218,933 shares; 2025Q1: 173,898 shares; 2025Q2: 183,093 shares; 2025Q3: 194,826 shares; 2025Q4: 194,563 shares; 2026Q1: 164,042 shares; 2026Q2: 171,516 shares 171,516 $13.3M 0.23% +7,474 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: 55,513 shares; 2024Q4: 57,612 shares; 2025Q1: 48,697 shares; 2025Q2: 49,400 shares; 2025Q3: 52,578 shares; 2025Q4: 54,375 shares; 2026Q1: 56,735 shares; 2026Q2: 51,916 shares 51,916 $13.1M 0.23% -4,819 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,008 shares; 2024Q4: 147,838 shares; 2025Q1: 106,162 shares; 2025Q2: 107,041 shares; 2025Q3: 96,332 shares; 2025Q4: 96,735 shares; 2026Q1: 101,677 shares; 2026Q2: 120,520 shares 120,520 $12.9M 0.23% +18,843 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: 114,402 shares; 2024Q4: 116,771 shares; 2025Q1: 113,879 shares; 2025Q2: 113,664 shares; 2025Q3: 117,577 shares; 2025Q4: 114,765 shares; 2026Q1: 127,952 shares; 2026Q2: 132,528 shares 132,528 $12.9M 0.23% +4,576 Timeline IFLN 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: 667,247 shares; 2024Q4: 222,501 shares; 2025Q1: 220,791 shares; 2025Q2: 636,134 shares; 2025Q3: 649,542 shares; 2025Q4: 668,581 shares; 2026Q1: 681,337 shares; 2026Q2: 692,872 shares 692,872 $12.7M 0.22% +11,535 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 4,314 shares; 2025Q1: 5,034 shares; 2025Q2: 5,148 shares; 2025Q3: 5,563 shares; 2025Q4: 5,652 shares; 2026Q1: 33,654 shares; 2026Q2: 48,386 shares 48,386 $12.6M 0.22% +14,732 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: 323,263 shares; 2024Q4: 486,702 shares; 2025Q1: 417,343 shares; 2025Q2: 480,954 shares; 2025Q3: 535,282 shares; 2025Q4: 509,959 shares; 2026Q1: 512,735 shares; 2026Q2: 506,065 shares 506,065 $12.2M 0.21% -6,670 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: 214,661 shares; 2024Q4: 198,136 shares; 2025Q1: 224,071 shares; 2025Q2: 218,972 shares; 2025Q3: 217,506 shares; 2025Q4: 215,982 shares; 2026Q1: 167,452 shares; 2026Q2: 128,850 shares 128,850 $12.1M 0.21% -38,602 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: 11,135 shares; 2024Q4: 10,668 shares; 2025Q1: 10,091 shares; 2025Q2: 10,802 shares; 2025Q3: 14,602 shares; 2025Q4: 21,356 shares; 2026Q1: 18,933 shares; 2026Q2: 20,636 shares 20,636 $12M 0.21% +1,703 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: 31,332 shares; 2024Q4: 33,206 shares; 2025Q1: 33,931 shares; 2025Q2: 34,891 shares; 2025Q3: 36,034 shares; 2025Q4: 36,734 shares; 2026Q1: 38,411 shares; 2026Q2: 39,672 shares 39,672 $11.9M 0.21% +1,261 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,826 shares; 2024Q4: 229,234 shares; 2025Q1: 311,031 shares; 2025Q2: 327,118 shares; 2025Q3: 326,081 shares; 2025Q4: 332,236 shares; 2026Q1: 342,613 shares; 2026Q2: 343,958 shares 343,958 $11.9M 0.21% +1,345 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: 24,204 shares; 2024Q4: 23,955 shares; 2025Q1: 23,715 shares; 2025Q2: 25,899 shares; 2025Q3: 23,977 shares; 2025Q4: 24,335 shares; 2026Q1: 15,436 shares; 2026Q2: 15,829 shares 15,829 $11.9M 0.21% +393 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: 38,978 shares; 2024Q4: 37,717 shares; 2025Q1: 37,217 shares; 2025Q2: 38,014 shares; 2025Q3: 38,604 shares; 2025Q4: 38,934 shares; 2026Q1: 38,740 shares; 2026Q2: 38,768 shares 38,768 $11.8M 0.21% +28 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: 2,130 shares; 2025Q4: 7,341 shares; 2026Q1: not reported; 2026Q2: 104,918 shares 104,918 $11.7M 0.21% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,355 shares; 2024Q4: 85,234 shares; 2025Q1: 74,155 shares; 2025Q2: 64,871 shares; 2025Q3: 66,509 shares; 2025Q4: 65,336 shares; 2026Q1: 71,097 shares; 2026Q2: 119,037 shares 119,037 $11.5M 0.2% +47,940 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 419,753 shares; 2025Q1: 157,148 shares; 2025Q2: 157,432 shares; 2025Q3: 158,354 shares; 2025Q4: 154,926 shares; 2026Q1: 155,878 shares; 2026Q2: 156,042 shares 156,042 $11.5M 0.2% +164 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,888 shares; 2024Q4: 375,071 shares; 2025Q1: 368,112 shares; 2025Q2: 377,866 shares; 2025Q3: 368,669 shares; 2025Q4: 362,092 shares; 2026Q1: 435,263 shares; 2026Q2: 428,965 shares 428,965 $11.4M 0.2% -6,298 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: 27,243 shares; 2024Q4: 28,350 shares; 2025Q1: 27,518 shares; 2025Q2: 28,062 shares; 2025Q3: 29,677 shares; 2025Q4: 29,925 shares; 2026Q1: 33,333 shares; 2026Q2: 51,147 shares 51,147 $11.3M 0.2% +17,814 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: 23,964 shares; 2024Q4: 24,823 shares; 2025Q1: 23,117 shares; 2025Q2: 23,913 shares; 2025Q3: 24,195 shares; 2025Q4: 24,132 shares; 2026Q1: 19,910 shares; 2026Q2: 15,750 shares 15,750 $11.2M 0.2% -4,160 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 3,865 shares; 2025Q1: 3,881 shares; 2025Q2: 8,134 shares; 2025Q3: 5,914 shares; 2025Q4: 6,201 shares; 2026Q1: 13,090 shares; 2026Q2: 17,761 shares 17,761 $11.1M 0.19% +4,671 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; 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: 197,129 shares; 2026Q1: 143,474 shares; 2026Q2: 140,075 shares 140,075 $11M 0.19% -3,399 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: 25,627 shares; 2024Q4: 35,179 shares; 2025Q1: 35,665 shares; 2025Q2: 35,778 shares; 2025Q3: 35,586 shares; 2025Q4: 39,453 shares; 2026Q1: 59,975 shares; 2026Q2: 69,713 shares 69,713 $11M 0.19% +9,738 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,149 shares; 2024Q4: 152,683 shares; 2025Q1: 147,935 shares; 2025Q2: 116,905 shares; 2025Q3: 116,995 shares; 2025Q4: 107,640 shares; 2026Q1: 76,317 shares; 2026Q2: 53,711 shares 53,711 $10.8M 0.19% -22,606 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,567 shares; 2024Q4: 83,993 shares; 2025Q1: 82,740 shares; 2025Q2: 105,816 shares; 2025Q3: 105,744 shares; 2025Q4: 102,257 shares; 2026Q1: 105,880 shares; 2026Q2: 107,362 shares 107,362 $10.8M 0.19% +1,482 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 1,102,003 shares; 2026Q2: 2,160,222 shares 2,160,222 $10.8M 0.19% +1,058,219 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: 87,539 shares; 2024Q4: 94,161 shares; 2025Q1: 99,166 shares; 2025Q2: 112,045 shares; 2025Q3: 120,058 shares; 2025Q4: 111,116 shares; 2026Q1: 110,483 shares; 2026Q2: 110,492 shares 110,492 $10.7M 0.19% +9 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: 179,597 shares; 2024Q4: 136,550 shares; 2025Q1: 88,834 shares; 2025Q2: 79,056 shares; 2025Q3: 82,176 shares; 2025Q4: 79,687 shares; 2026Q1: 78,441 shares; 2026Q2: 77,441 shares 77,441 $10.7M 0.19% -1,000 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: 5,392 shares; 2024Q4: 5,585 shares; 2025Q1: 6,498 shares; 2025Q2: 6,559 shares; 2025Q3: 6,686 shares; 2025Q4: 6,569 shares; 2026Q1: 69,676 shares; 2026Q2: 88,397 shares 88,397 $10.4M 0.18% +18,721 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,279 shares; 2024Q4: 153,533 shares; 2025Q1: 144,861 shares; 2025Q2: 150,053 shares; 2025Q3: 154,895 shares; 2025Q4: 166,653 shares; 2026Q1: 165,075 shares; 2026Q2: 165,196 shares 165,196 $10.2M 0.18% +121 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,268 shares; 2024Q4: 215,910 shares; 2025Q1: 195,263 shares; 2025Q2: 196,288 shares; 2025Q3: 186,944 shares; 2025Q4: 189,494 shares; 2026Q1: 183,994 shares; 2026Q2: 176,959 shares 176,959 $9.97M 0.18% -7,035 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: 29,695 shares; 2024Q4: 30,317 shares; 2025Q1: 21,979 shares; 2025Q2: 22,629 shares; 2025Q3: 22,973 shares; 2025Q4: 25,497 shares; 2026Q1: 27,098 shares; 2026Q2: 28,631 shares 28,631 $9.78M 0.17% +1,533 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: 66,326 shares; 2024Q4: 65,312 shares; 2025Q1: 62,838 shares; 2025Q2: 63,850 shares; 2025Q3: 64,844 shares; 2025Q4: 64,091 shares; 2026Q1: 61,276 shares; 2026Q2: 60,819 shares 60,819 $9.61M 0.17% -457 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: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 134,000 shares; 2025Q2: 101,343 shares; 2025Q3: 108,195 shares; 2025Q4: 108,341 shares; 2026Q1: 108,342 shares; 2026Q2: 108,344 shares 108,344 $9.52M 0.17% +2 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: 60,475 shares; 2024Q4: 57,326 shares; 2025Q1: 59,755 shares; 2025Q2: 63,304 shares; 2025Q3: 66,236 shares; 2025Q4: 68,701 shares; 2026Q1: 71,844 shares; 2026Q2: 69,441 shares 69,441 $9.49M 0.17% -2,403 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: 45,097 shares; 2024Q4: 44,080 shares; 2025Q1: 45,370 shares; 2025Q2: 49,770 shares; 2025Q3: 56,626 shares; 2025Q4: 80,778 shares; 2026Q1: 83,513 shares; 2026Q2: 82,734 shares 82,734 $9.37M 0.16% -779 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,859 shares; 2024Q4: 3,341 shares; 2025Q1: 3,509 shares; 2025Q2: not reported; 2025Q3: 4,958 shares; 2025Q4: 134,759 shares; 2026Q1: 144,363 shares; 2026Q2: 145,007 shares 145,007 $9.35M 0.16% +644 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: 150,355 shares; 2024Q4: 150,519 shares; 2025Q1: 112,538 shares; 2025Q2: 99,702 shares; 2025Q3: 98,058 shares; 2025Q4: 113,093 shares; 2026Q1: 103,545 shares; 2026Q2: 99,476 shares 99,476 $9.18M 0.16% -4,069 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,682 shares; 2024Q4: 148,870 shares; 2025Q1: 123,210 shares; 2025Q2: 123,210 shares; 2025Q3: 123,210 shares; 2025Q4: 120,267 shares; 2026Q1: 119,047 shares; 2026Q2: 119,047 shares 119,047 $9.03M 0.16% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,795 shares; 2024Q4: 125,764 shares; 2025Q1: 118,117 shares; 2025Q2: 120,811 shares; 2025Q3: 206,399 shares; 2025Q4: 88,842 shares; 2026Q1: 200,693 shares; 2026Q2: 224,104 shares 224,104 $8.95M 0.16% +23,411 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,469 shares; 2024Q4: 163,694 shares; 2025Q1: 164,745 shares; 2025Q2: 170,239 shares; 2025Q3: 176,288 shares; 2025Q4: 165,031 shares; 2026Q1: 169,630 shares; 2026Q2: 171,317 shares 171,317 $8.88M 0.16% +1,687 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 67,516 shares; 2025Q4: 67,654 shares; 2026Q1: 125,599 shares; 2026Q2: 61,422 shares 61,422 $8.8M 0.15% -64,177 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: 18,070 shares; 2024Q4: 17,645 shares; 2025Q1: 17,867 shares; 2025Q2: 17,138 shares; 2025Q3: 19,867 shares; 2025Q4: 18,153 shares; 2026Q1: 20,095 shares; 2026Q2: 21,037 shares 21,037 $8.74M 0.15% +942 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: 90,855 shares; 2024Q4: 90,626 shares; 2025Q1: 88,396 shares; 2025Q2: 97,554 shares; 2025Q3: 104,679 shares; 2025Q4: 104,156 shares; 2026Q1: 107,060 shares; 2026Q2: 112,037 shares 112,037 $8.64M 0.15% +4,977 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: 33,059 shares; 2024Q4: 33,059 shares; 2025Q1: 41,291 shares; 2025Q2: 89,680 shares; 2025Q3: 90,005 shares; 2025Q4: 98,934 shares; 2026Q1: 81,042 shares; 2026Q2: 84,905 shares 84,905 $8.51M 0.15% +3,863 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: 8,636 shares; 2025Q1: 8,365 shares; 2025Q2: 8,558 shares; 2025Q3: 8,583 shares; 2025Q4: 8,569 shares; 2026Q1: 8,767 shares; 2026Q2: 8,745 shares 8,745 $8.41M 0.15% -22 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 54,580 shares 54,580 $8.24M 0.14% new 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: 35,872 shares; 2024Q4: 38,392 shares; 2025Q1: 40,217 shares; 2025Q2: 32,808 shares; 2025Q3: 50,653 shares; 2025Q4: 50,190 shares; 2026Q1: 49,935 shares; 2026Q2: 49,573 shares 49,573 $8.22M 0.14% -362 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,758 shares; 2024Q4: 448,057 shares; 2025Q1: 462,464 shares; 2025Q2: 500,142 shares; 2025Q3: 511,911 shares; 2025Q4: 527,230 shares; 2026Q1: 548,752 shares; 2026Q2: 560,669 shares 560,669 $8.06M 0.14% +11,917 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019,730 shares; 2024Q4: 931,550 shares; 2025Q1: 1,000,728 shares; 2025Q2: 1,317,490 shares; 2025Q3: 1,382,120 shares; 2025Q4: 1,328,937 shares; 2026Q1: 625,487 shares; 2026Q2: 483,933 shares 483,933 $8.04M 0.14% -141,554 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: 22,179 shares; 2024Q4: 22,183 shares; 2025Q1: 22,528 shares; 2025Q2: 23,537 shares; 2025Q3: 25,288 shares; 2025Q4: 25,183 shares; 2026Q1: 34,735 shares; 2026Q2: 23,287 shares 23,287 $7.99M 0.14% -11,448 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240,642 shares; 2024Q4: 1,235,479 shares; 2025Q1: 1,160,047 shares; 2025Q2: 1,147,252 shares; 2025Q3: 1,095,708 shares; 2025Q4: 1,674,009 shares; 2026Q1: 1,678,741 shares; 2026Q2: 1,677,025 shares 1,677,025 $7.95M 0.14% -1,716 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 341,979 shares; 2026Q1: 341,979 shares; 2026Q2: 386,526 shares 386,526 $7.92M 0.14% +44,547 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: 29,816 shares; 2024Q4: 29,816 shares; 2025Q1: 84,909 shares; 2025Q2: 85,221 shares; 2025Q3: 85,221 shares; 2025Q4: 85,356 shares; 2026Q1: 117,044 shares; 2026Q2: 117,044 shares 117,044 $7.91M 0.14% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,163 shares; 2024Q4: 13,495 shares; 2025Q1: 47,618 shares; 2025Q2: 56,284 shares; 2025Q3: 61,427 shares; 2025Q4: 60,172 shares; 2026Q1: 63,718 shares; 2026Q2: 58,129 shares 58,129 $7.87M 0.14% -5,589 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: 4,077 shares; 2024Q4: 4,468 shares; 2025Q1: 4,571 shares; 2025Q2: 4,048 shares; 2025Q3: 4,731 shares; 2025Q4: 7,787 shares; 2026Q1: 7,844 shares; 2026Q2: 7,383 shares 7,383 $7.86M 0.14% -461 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,575 shares; 2024Q4: 38,617 shares; 2025Q1: 38,618 shares; 2025Q2: 38,620 shares; 2025Q3: 39,716 shares; 2025Q4: 39,717 shares; 2026Q1: 39,294 shares; 2026Q2: 39,295 shares 39,295 $7.85M 0.14% +1 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES 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: 669,508 shares 669,508 $7.8M 0.14% new 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: 8,728 shares; 2024Q4: 7,573 shares; 2025Q1: 7,861 shares; 2025Q2: 8,551 shares; 2025Q3: 9,389 shares; 2025Q4: 9,707 shares; 2026Q1: 11,120 shares; 2026Q2: 15,076 shares 15,076 $7.74M 0.14% +3,956 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,659 shares; 2024Q4: 229,067 shares; 2025Q1: 153,021 shares; 2025Q2: 144,760 shares; 2025Q3: 142,130 shares; 2025Q4: 138,082 shares; 2026Q1: 135,403 shares; 2026Q2: 144,375 shares 144,375 $7.68M 0.13% +8,972 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: 8,133 shares; 2025Q1: 13,263 shares; 2025Q2: 10,359 shares; 2025Q3: 12,563 shares; 2025Q4: 16,782 shares; 2026Q1: 17,468 shares; 2026Q2: 17,522 shares 17,522 $7.6M 0.13% +54 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,352 shares; 2025Q1: 12,260 shares; 2025Q2: 12,761 shares; 2025Q3: 12,955 shares; 2025Q4: 13,588 shares; 2026Q1: 13,120 shares; 2026Q2: 13,992 shares 13,992 $7.58M 0.13% +872 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: 28,741 shares; 2024Q4: 27,768 shares; 2025Q1: 28,812 shares; 2025Q2: 24,895 shares; 2025Q3: 26,440 shares; 2025Q4: 27,859 shares; 2026Q1: 69,033 shares; 2026Q2: 64,401 shares 64,401 $7.58M 0.13% -4,632 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785,912 shares; 2024Q4: 774,582 shares; 2025Q1: 739,518 shares; 2025Q2: 755,879 shares; 2025Q3: 736,619 shares; 2025Q4: 576,898 shares; 2026Q1: 400,421 shares; 2026Q2: 389,517 shares 389,517 $7.35M 0.13% -10,904 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: 14,611 shares; 2024Q4: 17,466 shares; 2025Q1: 17,718 shares; 2025Q2: 23,296 shares; 2025Q3: 28,090 shares; 2025Q4: 47,245 shares; 2026Q1: 47,699 shares; 2026Q2: 45,908 shares 45,908 $7.19M 0.13% -1,791 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,065 shares; 2024Q4: 121,304 shares; 2025Q1: 117,981 shares; 2025Q2: 118,827 shares; 2025Q3: 122,299 shares; 2025Q4: 124,050 shares; 2026Q1: 126,512 shares; 2026Q2: 128,627 shares 128,627 $6.97M 0.12% +2,115 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97,095 shares; 2025Q1: 117,590 shares; 2025Q2: 118,835 shares; 2025Q3: 115,025 shares; 2025Q4: 114,083 shares; 2026Q1: 228,297 shares; 2026Q2: 283,205 shares 283,205 $6.93M 0.12% +54,908 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: 12,535 shares; 2024Q4: 12,239 shares; 2025Q1: 13,105 shares; 2025Q2: 8,787 shares; 2025Q3: 176,278 shares; 2025Q4: 155,668 shares; 2026Q1: 143,136 shares; 2026Q2: 143,980 shares 143,980 $6.84M 0.12% +844 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,763 shares; 2024Q4: 193,603 shares; 2025Q1: 176,673 shares; 2025Q2: 176,323 shares; 2025Q3: 166,198 shares; 2025Q4: 166,198 shares; 2026Q1: 158,167 shares; 2026Q2: 155,867 shares 155,867 $6.82M 0.12% -2,300 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 377,535 shares; 2026Q1: 396,057 shares; 2026Q2: 402,064 shares 402,064 $6.78M 0.12% +6,007 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: 18,664 shares; 2024Q4: 18,153 shares; 2025Q1: 18,152 shares; 2025Q2: 18,385 shares; 2025Q3: 18,400 shares; 2025Q4: 18,117 shares; 2026Q1: 18,322 shares; 2026Q2: 18,306 shares 18,306 $6.77M 0.12% -16 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 1,972 shares; 2025Q1: 1,977 shares; 2025Q2: 2,038 shares; 2025Q3: 2,037 shares; 2025Q4: 2,039 shares; 2026Q1: 2,041 shares; 2026Q2: 38,524 shares 38,524 $6.75M 0.12% +36,483 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: 22,984 shares; 2024Q4: 23,563 shares; 2025Q1: 20,897 shares; 2025Q2: 17,149 shares; 2025Q3: 17,550 shares; 2025Q4: 17,948 shares; 2026Q1: 36,558 shares; 2026Q2: 37,985 shares 37,985 $6.74M 0.12% +1,427 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 9 shares 9 $6.74M 0.12% +1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,235 shares; 2024Q4: 872,856 shares; 2025Q1: 821,571 shares; 2025Q2: 828,645 shares; 2025Q3: 840,221 shares; 2025Q4: 595,179 shares; 2026Q1: 580,255 shares; 2026Q2: 584,361 shares 584,361 $6.44M 0.11% +4,106 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: 41,485 shares; 2024Q4: 41,904 shares; 2025Q1: 38,172 shares; 2025Q2: 32,080 shares; 2025Q3: 33,046 shares; 2025Q4: 34,431 shares; 2026Q1: 39,337 shares; 2026Q2: 45,553 shares 45,553 $6.36M 0.11% +6,216 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,837 shares; 2024Q4: 186,775 shares; 2025Q1: 178,900 shares; 2025Q2: 169,130 shares; 2025Q3: 168,315 shares; 2025Q4: 163,640 shares; 2026Q1: 162,315 shares; 2026Q2: 156,845 shares 156,845 $6.34M 0.11% -5,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,014 shares; 2026Q2: 28,015 shares 28,015 $6.28M 0.11% +1,001 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: 9,389 shares; 2024Q4: 9,307 shares; 2025Q1: 9,499 shares; 2025Q2: 9,743 shares; 2025Q3: 10,531 shares; 2025Q4: 16,766 shares; 2026Q1: 11,241 shares; 2026Q2: 18,555 shares 18,555 $6.28M 0.11% +7,314 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: 386,627 shares; 2024Q4: 364,907 shares; 2025Q1: 340,988 shares; 2025Q2: 301,410 shares; 2025Q3: 303,085 shares; 2025Q4: 287,345 shares; 2026Q1: 276,968 shares; 2026Q2: 272,802 shares 272,802 $6.21M 0.11% -4,166 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: 53,674 shares; 2024Q4: 50,743 shares; 2025Q1: 53,506 shares; 2025Q2: 78,245 shares; 2025Q3: 64,485 shares; 2025Q4: 65,088 shares; 2026Q1: 86,476 shares; 2026Q2: 87,013 shares 87,013 $6.2M 0.11% +537 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: 93,906 shares; 2024Q4: 186,562 shares; 2025Q1: 183,614 shares; 2025Q2: 183,783 shares; 2025Q3: 190,673 shares; 2025Q4: 173,223 shares; 2026Q1: 171,454 shares; 2026Q2: 170,877 shares 170,877 $6.17M 0.11% -577 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: 33,103 shares; 2026Q2: 32,180 shares 32,180 $6.1M 0.11% -923 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: 6,853 shares; 2024Q4: 7,025 shares; 2025Q1: 7,605 shares; 2025Q2: 7,910 shares; 2025Q3: 9,237 shares; 2025Q4: 15,965 shares; 2026Q1: 17,328 shares; 2026Q2: 16,237 shares 16,237 $6.07M 0.11% -1,091 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 113,216 shares; 2026Q1: 110,481 shares; 2026Q2: 110,640 shares 110,640 $6.04M 0.11% +159 Timeline XLRE 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: 90,204 shares; 2024Q4: 90,104 shares; 2025Q1: 84,011 shares; 2025Q2: 116,015 shares; 2025Q3: 123,181 shares; 2025Q4: 130,553 shares; 2026Q1: 135,802 shares; 2026Q2: 136,618 shares 136,618 $6.02M 0.11% +816 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,808 shares; 2024Q4: 11,017 shares; 2025Q1: 13,394 shares; 2025Q2: 6,970 shares; 2025Q3: 6,453 shares; 2025Q4: 11,368 shares; 2026Q1: 12,364 shares; 2026Q2: 144,675 shares 144,675 $5.98M 0.1% +132,311 Timeline VIOO 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: 23,906 shares; 2024Q4: 26,216 shares; 2025Q1: 38,566 shares; 2025Q2: 27,814 shares; 2025Q3: 28,435 shares; 2025Q4: 39,653 shares; 2026Q1: 40,048 shares; 2026Q2: 43,428 shares 43,428 $5.97M 0.1% +3,380 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: 73,803 shares; 2024Q4: 73,585 shares; 2025Q1: 74,985 shares; 2025Q2: 78,754 shares; 2025Q3: 80,381 shares; 2025Q4: 163,909 shares; 2026Q1: 112,267 shares; 2026Q2: 111,302 shares 111,302 $5.91M 0.1% -965 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,275 shares; 2024Q4: 125,900 shares; 2025Q1: 206,423 shares; 2025Q2: 231,997 shares; 2025Q3: 252,671 shares; 2025Q4: 260,671 shares; 2026Q1: 259,363 shares; 2026Q2: 259,315 shares 259,315 $5.87M 0.1% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,449 shares 3,449 $5.85M 0.1% 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: 2,068 shares; 2024Q4: 2,129 shares; 2025Q1: 2,169 shares; 2025Q2: 2,346 shares; 2025Q3: 2,711 shares; 2025Q4: 3,341 shares; 2026Q1: 2,942 shares; 2026Q2: 2,940 shares 2,940 $5.83M 0.1% -2 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: 32,339 shares; 2024Q4: 32,316 shares; 2025Q1: 28,974 shares; 2025Q2: 31,377 shares; 2025Q3: 30,810 shares; 2025Q4: 29,320 shares; 2026Q1: 33,492 shares; 2026Q2: 39,585 shares 39,585 $5.8M 0.1% +6,093 Timeline PCY 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: 288,374 shares; 2024Q4: 294,781 shares; 2025Q1: 288,367 shares; 2025Q2: 286,765 shares; 2025Q3: 284,037 shares; 2025Q4: 273,689 shares; 2026Q1: 271,615 shares; 2026Q2: 266,677 shares 266,677 $5.77M 0.1% -4,938 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: 907 shares; 2024Q4: 908 shares; 2025Q1: 724 shares; 2025Q2: 761 shares; 2025Q3: 816 shares; 2025Q4: 1,018 shares; 2026Q1: 1,570 shares; 2026Q2: 32,332 shares 32,332 $5.76M 0.1% +30,762 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: 27,952 shares; 2024Q4: 27,692 shares; 2025Q1: 27,055 shares; 2025Q2: 44,655 shares; 2025Q3: 43,593 shares; 2025Q4: 42,170 shares; 2026Q1: 43,640 shares; 2026Q2: 43,737 shares 43,737 $5.67M 0.1% +97 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: 6,341 shares; 2024Q4: 6,376 shares; 2025Q1: 7,021 shares; 2025Q2: 7,153 shares; 2025Q3: 8,358 shares; 2025Q4: 24,392 shares; 2026Q1: 97,255 shares; 2026Q2: 102,142 shares 102,142 $5.67M 0.1% +4,887 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,187 shares; 2026Q2: 50,248 shares 50,248 $5.66M 0.1% +48,061 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,733 shares; 2024Q4: 99,107 shares; 2025Q1: 61,091 shares; 2025Q2: 53,756 shares; 2025Q3: 54,765 shares; 2025Q4: 58,798 shares; 2026Q1: 61,203 shares; 2026Q2: 60,614 shares 60,614 $5.65M 0.1% -589 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: 913 shares; 2024Q4: 772 shares; 2025Q1: 1,009 shares; 2025Q2: 1,054 shares; 2025Q3: 1,213 shares; 2025Q4: 1,804 shares; 2026Q1: 1,894 shares; 2026Q2: 18,710 shares 18,710 $5.64M 0.1% +16,816 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: 4,382 shares; 2024Q4: 4,362 shares; 2025Q1: 4,420 shares; 2025Q2: 4,748 shares; 2025Q3: 5,106 shares; 2025Q4: 5,329 shares; 2026Q1: 5,238 shares; 2026Q2: 5,655 shares 5,655 $5.46M 0.1% +417 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: 6,565 shares; 2024Q4: 6,369 shares; 2025Q1: 6,587 shares; 2025Q2: 6,733 shares; 2025Q3: 7,369 shares; 2025Q4: 77,455 shares; 2026Q1: 92,950 shares; 2026Q2: 75,481 shares 75,481 $5.39M 0.09% -17,469 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,266 shares; 2026Q1: 128,183 shares; 2026Q2: 131,272 shares 131,272 $5.32M 0.09% +3,089 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,076 shares; 2024Q4: 82,458 shares; 2025Q1: 69,488 shares; 2025Q2: 74,945 shares; 2025Q3: 74,990 shares; 2025Q4: 69,900 shares; 2026Q1: 69,051 shares; 2026Q2: 67,034 shares 67,034 $5.3M 0.09% -2,017 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: 33,735 shares; 2024Q4: 31,036 shares; 2025Q1: 28,753 shares; 2025Q2: 25,629 shares; 2025Q3: 25,629 shares; 2025Q4: 28,275 shares; 2026Q1: 27,437 shares; 2026Q2: 27,427 shares 27,427 $5.22M 0.09% -10 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,690 shares; 2024Q4: 45,930 shares; 2025Q1: 122,400 shares; 2025Q2: 81,073 shares; 2025Q3: 51,217 shares; 2025Q4: 41,852 shares; 2026Q1: 54,992 shares; 2026Q2: 51,318 shares 51,318 $5.14M 0.09% -3,674 Timeline ASHR 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: 61,702 shares; 2024Q4: 57,788 shares; 2025Q1: 64,562 shares; 2025Q2: 73,367 shares; 2025Q3: 75,417 shares; 2025Q4: 78,720 shares; 2026Q1: 136,800 shares; 2026Q2: 139,510 shares 139,510 $5.11M 0.09% +2,710 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: 113,100 shares; 2024Q4: 118,793 shares; 2025Q1: 108,047 shares; 2025Q2: 52,198 shares; 2025Q3: 42,282 shares; 2025Q4: 42,356 shares; 2026Q1: 44,985 shares; 2026Q2: 45,636 shares 45,636 $5.1M 0.09% +651 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,760 shares; 2025Q1: 16,760 shares; 2025Q2: 119,310 shares; 2025Q3: 122,765 shares; 2025Q4: 131,603 shares; 2026Q1: 133,093 shares; 2026Q2: 134,927 shares 134,927 $5.07M 0.09% +1,834 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,852 shares; 2024Q4: 24,098 shares; 2025Q1: 21,003 shares; 2025Q2: 21,635 shares; 2025Q3: 25,747 shares; 2025Q4: 25,352 shares; 2026Q1: 30,934 shares; 2026Q2: 31,041 shares 31,041 $5.03M 0.09% +107 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,365 shares; 2024Q4: 53,867 shares; 2025Q1: 92,694 shares; 2025Q2: 108,768 shares; 2025Q3: 109,812 shares; 2025Q4: 117,468 shares; 2026Q1: 122,583 shares; 2026Q2: 98,457 shares 98,457 $5.02M 0.09% -24,126 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,334 shares; 2024Q4: 43,096 shares; 2025Q1: 43,314 shares; 2025Q2: 43,205 shares; 2025Q3: 43,251 shares; 2025Q4: 43,251 shares; 2026Q1: 41,946 shares; 2026Q2: 41,946 shares 41,946 $5.01M 0.09% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 2,667 shares; 2025Q3: 58,789 shares; 2025Q4: 64,881 shares; 2026Q1: 63,824 shares; 2026Q2: 69,267 shares 69,267 $4.96M 0.09% +5,443 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: 22,082 shares; 2024Q4: 22,082 shares; 2025Q1: 22,884 shares; 2025Q2: 24,569 shares; 2025Q3: 24,111 shares; 2025Q4: 25,830 shares; 2026Q1: 31,713 shares; 2026Q2: 33,612 shares 33,612 $4.86M 0.09% +1,899 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,312 shares; 2024Q4: 174,940 shares; 2025Q1: 175,237 shares; 2025Q2: 174,648 shares; 2025Q3: 174,648 shares; 2025Q4: 174,724 shares; 2026Q1: 175,330 shares; 2026Q2: 175,225 shares 175,225 $4.85M 0.09% -105 Timeline VIOV 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: 42,892 shares; 2024Q4: 40,903 shares; 2025Q1: 40,903 shares; 2025Q2: 40,904 shares; 2025Q3: 40,904 shares; 2025Q4: 41,401 shares; 2026Q1: 41,316 shares; 2026Q2: 41,301 shares 41,301 $4.85M 0.09% -15 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,618 shares; 2024Q4: 376,587 shares; 2025Q1: 273,038 shares; 2025Q2: 267,917 shares; 2025Q3: 265,188 shares; 2025Q4: 261,228 shares; 2026Q1: 262,394 shares; 2026Q2: 258,693 shares 258,693 $4.79M 0.08% -3,701 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,753 shares; 2024Q4: 17,171 shares; 2025Q1: 15,555 shares; 2025Q2: 15,409 shares; 2025Q3: 16,766 shares; 2025Q4: 15,652 shares; 2026Q1: 21,075 shares; 2026Q2: 13,583 shares 13,583 $4.79M 0.08% -7,492 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,313 shares; 2024Q4: 78,869 shares; 2025Q1: 76,452 shares; 2025Q2: 97,922 shares; 2025Q3: 98,561 shares; 2025Q4: 110,996 shares; 2026Q1: 101,256 shares; 2026Q2: 100,058 shares 100,058 $4.78M 0.08% -1,198 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: 39,558 shares; 2024Q4: 39,170 shares; 2025Q1: 39,183 shares; 2025Q2: 38,050 shares; 2025Q3: 42,283 shares; 2025Q4: 50,019 shares; 2026Q1: 52,806 shares; 2026Q2: 58,369 shares 58,369 $4.77M 0.08% +5,563 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: 12,329 shares; 2024Q4: 12,638 shares; 2025Q1: 10,982 shares; 2025Q2: 10,236 shares; 2025Q3: 11,364 shares; 2025Q4: 12,966 shares; 2026Q1: 15,820 shares; 2026Q2: 17,296 shares 17,296 $4.68M 0.08% +1,476 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: 1,331 shares; 2024Q4: 1,335 shares; 2025Q1: 1,476 shares; 2025Q2: 1,433 shares; 2025Q3: 1,776 shares; 2025Q4: 2,141 shares; 2026Q1: 24,371 shares; 2026Q2: 23,752 shares 23,752 $4.62M 0.08% -619 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,447 shares; 2024Q4: 238,447 shares; 2025Q1: 259,180 shares; 2025Q2: 254,542 shares; 2025Q3: 245,537 shares; 2025Q4: 242,892 shares; 2026Q1: 164,882 shares; 2026Q2: 151,962 shares 151,962 $4.58M 0.08% -12,920 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: 7,325 shares; 2024Q4: 7,300 shares; 2025Q1: 7,607 shares; 2025Q2: 7,347 shares; 2025Q3: 7,980 shares; 2025Q4: 9,737 shares; 2026Q1: 10,235 shares; 2026Q2: 10,713 shares 10,713 $4.57M 0.08% +478 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,451 shares; 2024Q4: 86,215 shares; 2025Q1: 87,011 shares; 2025Q2: 115,831 shares; 2025Q3: 158,379 shares; 2025Q4: 161,976 shares; 2026Q1: 179,892 shares; 2026Q2: 228,544 shares 228,544 $4.55M 0.08% +48,652 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: 17,011 shares; 2024Q4: 17,051 shares; 2025Q1: 16,190 shares; 2025Q2: 12,356 shares; 2025Q3: 12,864 shares; 2025Q4: 12,580 shares; 2026Q1: 12,616 shares; 2026Q2: 12,336 shares 12,336 $4.54M 0.08% -280 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: 32,991 shares; 2024Q4: 34,703 shares; 2025Q1: not reported; 2025Q2: 33,070 shares; 2025Q3: 33,069 shares; 2025Q4: 35,783 shares; 2026Q1: 36,487 shares; 2026Q2: 29,337 shares 29,337 $4.54M 0.08% -7,150 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,013 shares; 2024Q4: 42,014 shares; 2025Q1: 41,940 shares; 2025Q2: 42,576 shares; 2025Q3: 41,107 shares; 2025Q4: 39,965 shares; 2026Q1: 52,752 shares; 2026Q2: 60,851 shares 60,851 $4.54M 0.08% +8,099 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,484 shares; 2024Q4: 29,234 shares; 2025Q1: 28,041 shares; 2025Q2: 27,651 shares; 2025Q3: 42,298 shares; 2025Q4: 38,924 shares; 2026Q1: 42,140 shares; 2026Q2: 39,670 shares 39,670 $4.53M 0.08% -2,470 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,212 shares; 2024Q4: 33,912 shares; 2025Q1: 38,174 shares; 2025Q2: 42,154 shares; 2025Q3: 43,038 shares; 2025Q4: 45,393 shares; 2026Q1: 48,968 shares; 2026Q2: 97,503 shares 97,503 $4.5M 0.08% +48,535 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,416 shares; 2024Q4: 34,026 shares; 2025Q1: 34,536 shares; 2025Q2: 36,440 shares; 2025Q3: 37,842 shares; 2025Q4: 38,885 shares; 2026Q1: 40,165 shares; 2026Q2: 41,074 shares 41,074 $4.49M 0.08% +909 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,906 shares; 2024Q4: 18,109 shares; 2025Q1: 13,238 shares; 2025Q2: 23,777 shares; 2025Q3: 33,915 shares; 2025Q4: 36,584 shares; 2026Q1: 55,286 shares; 2026Q2: 53,929 shares 53,929 $4.49M 0.08% -1,357 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,142 shares; 2025Q3: 242,125 shares; 2025Q4: 313,174 shares; 2026Q1: 403,761 shares; 2026Q2: 344,639 shares 344,639 $4.44M 0.08% -59,122 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: 4,770 shares; 2024Q4: 5,429 shares; 2025Q1: 5,964 shares; 2025Q2: 12,880 shares; 2025Q3: 12,347 shares; 2025Q4: 28,655 shares; 2026Q1: 15,292 shares; 2026Q2: 21,183 shares 21,183 $4.43M 0.08% +5,891 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,311 shares; 2025Q3: 16,412 shares; 2025Q4: 66,477 shares; 2026Q1: 63,442 shares; 2026Q2: 58,594 shares 58,594 $4.39M 0.08% -4,848 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,888 shares; 2025Q1: 2,096 shares; 2025Q2: 2,211 shares; 2025Q3: 2,586 shares; 2025Q4: 2,602 shares; 2026Q1: 3,700 shares; 2026Q2: 3,640 shares 3,640 $4.28M 0.08% -60 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: 14,024 shares; 2024Q4: 13,752 shares; 2025Q1: 14,648 shares; 2025Q2: 15,174 shares; 2025Q3: 17,388 shares; 2025Q4: 17,558 shares; 2026Q1: 23,266 shares; 2026Q2: 22,803 shares 22,803 $4.16M 0.07% -463 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: 33,523 shares; 2024Q4: 30,043 shares; 2025Q1: 34,692 shares; 2025Q2: 40,702 shares; 2025Q3: 43,374 shares; 2025Q4: 43,046 shares; 2026Q1: 48,365 shares; 2026Q2: 35,526 shares 35,526 $4.14M 0.07% -12,839 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: 95,377 shares; 2024Q4: 73,965 shares; 2025Q1: 67,566 shares; 2025Q2: 100,176 shares; 2025Q3: 85,566 shares; 2025Q4: 85,618 shares; 2026Q1: 85,618 shares; 2026Q2: 85,622 shares 85,622 $4.12M 0.07% +4 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: 29,557 shares; 2024Q4: 31,705 shares; 2025Q1: 151,393 shares; 2025Q2: 171,348 shares; 2025Q3: 192,428 shares; 2025Q4: 174,526 shares; 2026Q1: 43,786 shares; 2026Q2: 85,847 shares 85,847 $4.12M 0.07% +42,061 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: 11,124 shares; 2024Q4: 11,158 shares; 2025Q1: 11,232 shares; 2025Q2: 15,900 shares; 2025Q3: 17,649 shares; 2025Q4: 26,725 shares; 2026Q1: 27,163 shares; 2026Q2: 27,066 shares 27,066 $4.1M 0.07% -97 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,150 shares; 2024Q4: 205,551 shares; 2025Q1: 149,176 shares; 2025Q2: 65,620 shares; 2025Q3: 64,543 shares; 2025Q4: 63,638 shares; 2026Q1: 63,496 shares; 2026Q2: 63,739 shares 63,739 $4.05M 0.07% +243 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: 18,564 shares; 2024Q4: 19,085 shares; 2025Q1: 20,022 shares; 2025Q2: 19,970 shares; 2025Q3: 21,694 shares; 2025Q4: 27,514 shares; 2026Q1: 28,345 shares; 2026Q2: 21,309 shares 21,309 $4.04M 0.07% -7,036 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,824 shares; 2024Q4: 45,008 shares; 2025Q1: 45,718 shares; 2025Q2: 49,268 shares; 2025Q3: 54,172 shares; 2025Q4: 57,478 shares; 2026Q1: 60,094 shares; 2026Q2: 60,641 shares 60,641 $4.02M 0.07% +547 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,047 shares; 2024Q4: 64,032 shares; 2025Q1: 69,717 shares; 2025Q2: 77,692 shares; 2025Q3: 79,480 shares; 2025Q4: 82,030 shares; 2026Q1: 136,865 shares; 2026Q2: 142,315 shares 142,315 $4.01M 0.07% +5,450 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: 2,487 shares; 2024Q4: 2,499 shares; 2025Q1: 2,499 shares; 2025Q2: 7,678 shares; 2025Q3: 6,891 shares; 2025Q4: 8,590 shares; 2026Q1: 6,329 shares; 2026Q2: 7,626 shares 7,626 $3.93M 0.07% +1,297 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: 26,903 shares; 2024Q4: 27,166 shares; 2025Q1: 29,573 shares; 2025Q2: 30,038 shares; 2025Q3: 33,997 shares; 2025Q4: 60,391 shares; 2026Q1: 29,921 shares; 2026Q2: 47,147 shares 47,147 $3.9M 0.07% +17,226 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: 75,959 shares; 2024Q4: 80,038 shares; 2025Q1: 84,069 shares; 2025Q2: 61,006 shares; 2025Q3: 52,233 shares; 2025Q4: 51,341 shares; 2026Q1: 43,352 shares; 2026Q2: 40,405 shares 40,405 $3.77M 0.07% -2,947 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: 3,930 shares; 2024Q4: 3,881 shares; 2025Q1: 4,088 shares; 2025Q2: 4,238 shares; 2025Q3: 4,743 shares; 2025Q4: 4,261 shares; 2026Q1: 6,437 shares; 2026Q2: 7,223 shares 7,223 $3.75M 0.07% +786 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: 34,281 shares; 2024Q4: 32,881 shares; 2025Q1: 32,881 shares; 2025Q2: 34,381 shares; 2025Q3: 34,381 shares; 2025Q4: 34,381 shares; 2026Q1: 30,560 shares; 2026Q2: 33,718 shares 33,718 $3.72M 0.07% +3,158 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: 11,736 shares; 2024Q4: 11,766 shares; 2025Q1: 12,364 shares; 2025Q2: 12,829 shares; 2025Q3: 13,364 shares; 2025Q4: 21,963 shares; 2026Q1: 22,590 shares; 2026Q2: 21,926 shares 21,926 $3.72M 0.07% -664 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,366 shares; 2024Q4: 20,808 shares; 2025Q1: 21,476 shares; 2025Q2: 21,079 shares; 2025Q3: 16,093 shares; 2025Q4: 16,467 shares; 2026Q1: 17,264 shares; 2026Q2: 12,516 shares 12,516 $3.66M 0.06% -4,748 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,725 shares; 2025Q1: 11,380 shares; 2025Q2: 11,749 shares; 2025Q3: 11,442 shares; 2025Q4: 20,388 shares; 2026Q1: 14,952 shares; 2026Q2: 15,302 shares 15,302 $3.66M 0.06% +350 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: 80,006 shares; 2024Q4: 80,007 shares; 2025Q1: 51,282 shares; 2025Q2: 61,223 shares; 2025Q3: 52,282 shares; 2025Q4: 52,282 shares; 2026Q1: 51,782 shares; 2026Q2: 52,594 shares 52,594 $3.6M 0.06% +812 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,324 shares; 2024Q4: 4,533 shares; 2025Q1: 4,447 shares; 2025Q2: 4,272 shares; 2025Q3: 4,653 shares; 2025Q4: 5,824 shares; 2026Q1: 5,792 shares; 2026Q2: 5,766 shares 5,766 $3.56M 0.06% -26 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: 12,326 shares; 2024Q4: 12,103 shares; 2025Q1: 11,900 shares; 2025Q2: 12,604 shares; 2025Q3: 13,781 shares; 2025Q4: 15,155 shares; 2026Q1: 19,003 shares; 2026Q2: 12,569 shares 12,569 $3.53M 0.06% -6,434 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,528 shares; 2024Q4: 69,143 shares; 2025Q1: 67,824 shares; 2025Q2: 83,255 shares; 2025Q3: 105,349 shares; 2025Q4: 103,040 shares; 2026Q1: 108,011 shares; 2026Q2: 148,899 shares 148,899 $3.51M 0.06% +40,888 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,838 shares; 2024Q4: 16,400 shares; 2025Q1: 16,655 shares; 2025Q2: 16,301 shares; 2025Q3: 16,862 shares; 2025Q4: 28,486 shares; 2026Q1: 28,656 shares; 2026Q2: 33,624 shares 33,624 $3.49M 0.06% +4,968 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,227 shares; 2024Q4: 96,707 shares; 2025Q1: 120,148 shares; 2025Q2: 156,477 shares; 2025Q3: 214,955 shares; 2025Q4: 214,169 shares; 2026Q1: 248,054 shares; 2026Q2: 251,009 shares 251,009 $3.46M 0.06% +2,955 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,801 shares; 2024Q4: 16,735 shares; 2025Q1: 16,973 shares; 2025Q2: 17,103 shares; 2025Q3: 17,126 shares; 2025Q4: 50,906 shares; 2026Q1: 60,546 shares; 2026Q2: 60,820 shares 60,820 $3.45M 0.06% +274 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,731 shares; 2024Q4: 134,361 shares; 2025Q1: 109,990 shares; 2025Q2: 101,195 shares; 2025Q3: 100,580 shares; 2025Q4: 90,010 shares; 2026Q1: 85,675 shares; 2026Q2: 86,120 shares 86,120 $3.36M 0.06% +445 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: 12,903 shares; 2024Q4: 13,073 shares; 2025Q1: 10,122 shares; 2025Q2: 10,897 shares; 2025Q3: 11,293 shares; 2025Q4: 12,130 shares; 2026Q1: 14,018 shares; 2026Q2: 13,033 shares 13,033 $3.33M 0.06% -985 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,761 shares; 2025Q1: 3,826 shares; 2025Q2: 3,896 shares; 2025Q3: 5,486 shares; 2025Q4: 5,165 shares; 2026Q1: 6,683 shares; 2026Q2: 6,697 shares 6,697 $3.29M 0.06% +14 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: 20,787 shares; 2024Q4: 20,788 shares; 2025Q1: 20,679 shares; 2025Q2: 24,072 shares; 2025Q3: 25,349 shares; 2025Q4: 25,747 shares; 2026Q1: 28,292 shares; 2026Q2: 25,921 shares 25,921 $3.27M 0.06% -2,371 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 79,160 shares; 2025Q4: 79,988 shares; 2026Q1: 77,250 shares; 2026Q2: 76,890 shares 76,890 $3.26M 0.06% -360 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: 9,039 shares; 2024Q4: 8,099 shares; 2025Q1: 9,312 shares; 2025Q2: 8,280 shares; 2025Q3: 8,971 shares; 2025Q4: 9,248 shares; 2026Q1: 9,952 shares; 2026Q2: 8,884 shares 8,884 $3.22M 0.06% -1,068 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,447 shares; 2025Q2: 112,153 shares; 2025Q3: 114,771 shares; 2025Q4: 121,279 shares; 2026Q1: 134,180 shares; 2026Q2: 140,787 shares 140,787 $3.21M 0.06% +6,607 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 82,192 shares; 2026Q1: 71,005 shares; 2026Q2: 53,404 shares 53,404 $3.21M 0.06% -17,601 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,756 shares; 2024Q4: 183,666 shares; 2025Q1: 138,441 shares; 2025Q2: 139,691 shares; 2025Q3: 109,346 shares; 2025Q4: 108,610 shares; 2026Q1: 107,409 shares; 2026Q2: 105,686 shares 105,686 $3.21M 0.06% -1,723 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,236 shares; 2024Q4: 22,168 shares; 2025Q1: 22,169 shares; 2025Q2: 21,909 shares; 2025Q3: 21,874 shares; 2025Q4: 22,021 shares; 2026Q1: 22,037 shares; 2026Q2: 22,042 shares 22,042 $3.14M 0.06% +5 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: 4,526 shares; 2024Q4: 4,526 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 6,721 shares; 2026Q1: 6,221 shares; 2026Q2: 24,884 shares 24,884 $3.09M 0.05% +18,663 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,538 shares; 2024Q4: 16,035 shares; 2025Q1: 11,718 shares; 2025Q2: 11,198 shares; 2025Q3: 12,364 shares; 2025Q4: 15,831 shares; 2026Q1: 20,569 shares; 2026Q2: 22,724 shares 22,724 $3.08M 0.05% +2,155 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: 35,426 shares; 2024Q4: 35,912 shares; 2025Q1: 35,886 shares; 2025Q2: 36,350 shares; 2025Q3: 37,994 shares; 2025Q4: 37,622 shares; 2026Q1: 41,588 shares; 2026Q2: 42,149 shares 42,149 $3.08M 0.05% +561 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 194,814 shares; 2025Q4: 194,100 shares; 2026Q1: 301,981 shares; 2026Q2: 307,680 shares 307,680 $3.05M 0.05% +5,699 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: 17,592 shares; 2024Q4: 17,517 shares; 2025Q1: 18,118 shares; 2025Q2: 24,382 shares; 2025Q3: 23,426 shares; 2025Q4: 30,606 shares; 2026Q1: 50,335 shares; 2026Q2: 50,010 shares 50,010 $3.05M 0.05% -325 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: 3,117 shares; 2024Q4: 3,024 shares; 2025Q1: 2,975 shares; 2025Q2: 2,774 shares; 2025Q3: 3,673 shares; 2025Q4: 3,901 shares; 2026Q1: 3,408 shares; 2026Q2: 6,059 shares 6,059 $3.04M 0.05% +2,651 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: 9,713 shares; 2024Q4: 9,816 shares; 2025Q1: 8,727 shares; 2025Q2: 8,995 shares; 2025Q3: 9,580 shares; 2025Q4: 7,671 shares; 2026Q1: 11,113 shares; 2026Q2: 11,164 shares 11,164 $3.04M 0.05% +51 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: 8,181 shares; 2024Q4: 8,889 shares; 2025Q1: 10,793 shares; 2025Q2: 7,170 shares; 2025Q3: 8,393 shares; 2025Q4: 9,454 shares; 2026Q1: 10,001 shares; 2026Q2: 10,087 shares 10,087 $3.01M 0.05% +86 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: 21,378 shares; 2024Q4: 21,416 shares; 2025Q1: 21,840 shares; 2025Q2: 20,510 shares; 2025Q3: 21,101 shares; 2025Q4: 22,433 shares; 2026Q1: 26,305 shares; 2026Q2: 25,280 shares 25,280 $2.96M 0.05% -1,025 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,695 shares; 2024Q4: 33,126 shares; 2025Q1: 54,003 shares; 2025Q2: 55,142 shares; 2025Q3: 52,253 shares; 2025Q4: 30,124 shares; 2026Q1: 27,945 shares; 2026Q2: 27,596 shares 27,596 $2.95M 0.05% -349 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,959 shares; 2024Q4: 259,790 shares; 2025Q1: 53,238 shares; 2025Q2: 52,248 shares; 2025Q3: 48,808 shares; 2025Q4: 47,813 shares; 2026Q1: 46,158 shares; 2026Q2: 38,858 shares 38,858 $2.93M 0.05% -7,300 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,259 shares; 2024Q4: 61,359 shares; 2025Q1: 65,584 shares; 2025Q2: 72,444 shares; 2025Q3: 74,206 shares; 2025Q4: 78,271 shares; 2026Q1: 84,266 shares; 2026Q2: 58,346 shares 58,346 $2.92M 0.05% -25,920 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,107 shares; 2024Q4: 107,680 shares; 2025Q1: 117,560 shares; 2025Q2: 124,720 shares; 2025Q3: 126,158 shares; 2025Q4: 128,753 shares; 2026Q1: 136,718 shares; 2026Q2: 138,318 shares 138,318 $2.89M 0.05% +1,600 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,586 shares; 2024Q4: 71,711 shares; 2025Q1: 69,609 shares; 2025Q2: 66,406 shares; 2025Q3: 67,725 shares; 2025Q4: 78,326 shares; 2026Q1: 77,989 shares; 2026Q2: 78,290 shares 78,290 $2.89M 0.05% +301 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: 6,794 shares; 2024Q4: 6,806 shares; 2025Q1: 5,591 shares; 2025Q2: 6,595 shares; 2025Q3: 6,467 shares; 2025Q4: 6,767 shares; 2026Q1: 4,960 shares; 2026Q2: 12,562 shares 12,562 $2.83M 0.05% +7,602 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,974 shares; 2024Q4: 15,499 shares; 2025Q1: 15,718 shares; 2025Q2: 21,279 shares; 2025Q3: 27,902 shares; 2025Q4: 26,721 shares; 2026Q1: 30,430 shares; 2026Q2: 45,418 shares 45,418 $2.81M 0.05% +14,988 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: 4,166 shares; 2024Q4: 4,158 shares; 2025Q1: 4,131 shares; 2025Q2: 4,646 shares; 2025Q3: 4,926 shares; 2025Q4: 5,116 shares; 2026Q1: 6,825 shares; 2026Q2: 8,735 shares 8,735 $2.76M 0.05% +1,910 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,872 shares; 2024Q4: 48,412 shares; 2025Q1: 49,423 shares; 2025Q2: 52,627 shares; 2025Q3: 79,135 shares; 2025Q4: 80,621 shares; 2026Q1: 89,759 shares; 2026Q2: 108,852 shares 108,852 $2.73M 0.05% +19,093 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: 108,798 shares; 2024Q4: 109,340 shares; 2025Q1: 112,050 shares; 2025Q2: 124,797 shares; 2025Q3: 139,994 shares; 2025Q4: 139,505 shares; 2026Q1: 149,496 shares; 2026Q2: 131,470 shares 131,470 $2.72M 0.05% -18,026 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,581 shares; 2024Q4: 321,220 shares; 2025Q1: 263,100 shares; 2025Q2: 260,190 shares; 2025Q3: 218,815 shares; 2025Q4: 199,475 shares; 2026Q1: 197,960 shares; 2026Q2: 194,470 shares 194,470 $2.72M 0.05% -3,490 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,958 shares; 2024Q4: 35,516 shares; 2025Q1: 40,217 shares; 2025Q2: 43,446 shares; 2025Q3: 55,653 shares; 2025Q4: 54,124 shares; 2026Q1: 59,244 shares; 2026Q2: 86,531 shares 86,531 $2.72M 0.05% +27,287 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,448 shares; 2024Q4: 44,609 shares; 2025Q1: 41,902 shares; 2025Q2: 43,076 shares; 2025Q3: 42,298 shares; 2025Q4: 32,223 shares; 2026Q1: 24,841 shares; 2026Q2: 122,415 shares 122,415 $2.7M 0.05% +97,574 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,469 shares; 2024Q4: 10,167 shares; 2025Q1: 10,074 shares; 2025Q2: 11,181 shares; 2025Q3: 13,105 shares; 2025Q4: 25,012 shares; 2026Q1: 16,275 shares; 2026Q2: 17,369 shares 17,369 $2.68M 0.05% +1,094 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,266 shares; 2024Q4: 3,262 shares; 2025Q1: 3,325 shares; 2025Q2: 3,310 shares; 2025Q3: 3,491 shares; 2025Q4: 7,781 shares; 2026Q1: 4,226 shares; 2026Q2: 5,424 shares 5,424 $2.66M 0.05% +1,198 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: 21,974 shares; 2024Q4: 18,850 shares; 2025Q1: 18,788 shares; 2025Q2: 17,668 shares; 2025Q3: 20,035 shares; 2025Q4: 23,276 shares; 2026Q1: 21,494 shares; 2026Q2: 26,003 shares 26,003 $2.66M 0.05% +4,509 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: 9,076 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 8,701 shares; 2025Q3: 13,186 shares; 2025Q4: 13,186 shares; 2026Q1: 11,517 shares; 2026Q2: 12,089 shares 12,089 $2.65M 0.05% +572 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,013 shares; 2024Q4: 15,970 shares; 2025Q1: 13,939 shares; 2025Q2: 15,202 shares; 2025Q3: 23,954 shares; 2025Q4: 23,475 shares; 2026Q1: 23,689 shares; 2026Q2: 27,601 shares 27,601 $2.62M 0.05% +3,912 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,098 shares; 2024Q4: 136,135 shares; 2025Q1: 68,970 shares; 2025Q2: 75,095 shares; 2025Q3: 76,572 shares; 2025Q4: 80,607 shares; 2026Q1: 86,727 shares; 2026Q2: 88,482 shares 88,482 $2.62M 0.05% +1,755 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,129 shares; 2024Q4: 10,140 shares; 2025Q1: 10,313 shares; 2025Q2: 11,301 shares; 2025Q3: 11,839 shares; 2025Q4: 12,243 shares; 2026Q1: 12,970 shares; 2026Q2: 11,864 shares 11,864 $2.62M 0.05% -1,106 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,140 shares; 2025Q3: 5,065 shares; 2025Q4: 4,791 shares; 2026Q1: 4,846 shares; 2026Q2: 4,100 shares 4,100 $2.62M 0.05% -746 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: 10,427 shares; 2024Q4: 10,810 shares; 2025Q1: 10,228 shares; 2025Q2: 11,633 shares; 2025Q3: 11,785 shares; 2025Q4: 12,300 shares; 2026Q1: 12,368 shares; 2026Q2: 12,342 shares 12,342 $2.55M 0.04% -26 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: 22,932 shares; 2024Q4: 23,283 shares; 2025Q1: 19,080 shares; 2025Q2: 20,092 shares; 2025Q3: 22,697 shares; 2025Q4: 22,396 shares; 2026Q1: 27,986 shares; 2026Q2: 28,972 shares 28,972 $2.54M 0.04% +986 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: 1,171 shares; 2024Q4: 1,157 shares; 2025Q1: 1,501 shares; 2025Q2: 1,697 shares; 2025Q3: 2,115 shares; 2025Q4: 2,739 shares; 2026Q1: 4,665 shares; 2026Q2: 3,327 shares 3,327 $2.54M 0.04% -1,338 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,156 shares; 2024Q4: 4,268 shares; 2025Q1: 4,288 shares; 2025Q2: 5,038 shares; 2025Q3: 4,838 shares; 2025Q4: 5,596 shares; 2026Q1: 5,705 shares; 2026Q2: 6,379 shares 6,379 $2.54M 0.04% +674 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,583 shares; 2025Q4: 5,353 shares; 2026Q1: 6,391 shares; 2026Q2: 6,391 shares 6,391 $2.52M 0.04% 0 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: 35,269 shares; 2024Q4: 35,269 shares; 2025Q1: 35,519 shares; 2025Q2: 35,269 shares; 2025Q3: 37,270 shares; 2025Q4: 38,921 shares; 2026Q1: 33,281 shares; 2026Q2: 33,281 shares 33,281 $2.51M 0.04% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,522 shares; 2024Q4: 314,244 shares; 2025Q1: 68,137 shares; 2025Q2: 72,818 shares; 2025Q3: 69,353 shares; 2025Q4: 67,808 shares; 2026Q1: 81,516 shares; 2026Q2: 77,279 shares 77,279 $2.47M 0.04% -4,237 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: 39,459 shares; 2024Q4: 41,113 shares; 2025Q1: 40,126 shares; 2025Q2: 39,839 shares; 2025Q3: 43,458 shares; 2025Q4: 29,374 shares; 2026Q1: 33,264 shares; 2026Q2: 42,722 shares 42,722 $2.46M 0.04% +9,458 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: 4,818 shares; 2024Q4: 4,808 shares; 2025Q1: 4,783 shares; 2025Q2: 5,212 shares; 2025Q3: 5,778 shares; 2025Q4: 6,080 shares; 2026Q1: 6,254 shares; 2026Q2: 6,188 shares 6,188 $2.46M 0.04% -66 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: 4,206 shares; 2024Q4: 4,224 shares; 2025Q1: 4,612 shares; 2025Q2: 5,699 shares; 2025Q3: 5,717 shares; 2025Q4: 5,052 shares; 2026Q1: 5,645 shares; 2026Q2: 9,026 shares 9,026 $2.46M 0.04% +3,381 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: 6,116 shares; 2024Q4: 6,240 shares; 2025Q1: 7,183 shares; 2025Q2: 6,991 shares; 2025Q3: 6,979 shares; 2025Q4: 7,059 shares; 2026Q1: 14,699 shares; 2026Q2: 15,865 shares 15,865 $2.44M 0.04% +1,166 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: 239 shares; 2024Q4: 240 shares; 2025Q1: 334 shares; 2025Q2: 355 shares; 2025Q3: 264 shares; 2025Q4: 1,655 shares; 2026Q1: 1,730 shares; 2026Q2: 1,791 shares 1,791 $2.44M 0.04% +61 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: 13,896 shares; 2024Q4: 13,578 shares; 2025Q1: 13,769 shares; 2025Q2: 14,246 shares; 2025Q3: 14,765 shares; 2025Q4: 15,322 shares; 2026Q1: 17,792 shares; 2026Q2: 14,965 shares 14,965 $2.42M 0.04% -2,827 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,667 shares; 2024Q4: 19,036 shares; 2025Q1: 22,842 shares; 2025Q2: 23,851 shares; 2025Q3: 23,218 shares; 2025Q4: 23,409 shares; 2026Q1: 25,421 shares; 2026Q2: 25,333 shares 25,333 $2.41M 0.04% -88 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,205 shares; 2024Q4: 19,455 shares; 2025Q1: 18,865 shares; 2025Q2: 21,382 shares; 2025Q3: 21,709 shares; 2025Q4: 21,592 shares; 2026Q1: 22,850 shares; 2026Q2: 22,886 shares 22,886 $2.38M 0.04% +36 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,325 shares; 2024Q4: 104,400 shares; 2025Q1: 104,405 shares; 2025Q2: 106,595 shares; 2025Q3: 154,484 shares; 2025Q4: 170,270 shares; 2026Q1: 197,117 shares; 2026Q2: 248,031 shares 248,031 $2.38M 0.04% +50,914 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: 8,454 shares; 2024Q4: 8,850 shares; 2025Q1: 3,338 shares; 2025Q2: 3,339 shares; 2025Q3: 3,571 shares; 2025Q4: 3,529 shares; 2026Q1: 3,772 shares; 2026Q2: 3,126 shares 3,126 $2.36M 0.04% -646 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,792 shares; 2024Q4: 36,351 shares; 2025Q1: 36,172 shares; 2025Q2: 34,370 shares; 2025Q3: 35,904 shares; 2025Q4: 36,232 shares; 2026Q1: 35,588 shares; 2026Q2: 21,752 shares 21,752 $2.35M 0.04% -13,836 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: 3,080 shares; 2024Q4: 3,307 shares; 2025Q1: 3,606 shares; 2025Q2: 3,843 shares; 2025Q3: 4,615 shares; 2025Q4: 4,478 shares; 2026Q1: 9,486 shares; 2026Q2: 18,500 shares 18,500 $2.34M 0.04% +9,014 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,837 shares; 2024Q4: 36,443 shares; 2025Q1: 31,050 shares; 2025Q2: 30,441 shares; 2025Q3: 30,441 shares; 2025Q4: 30,528 shares; 2026Q1: 28,274 shares; 2026Q2: 28,279 shares 28,279 $2.34M 0.04% +5 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: 29,631 shares; 2024Q4: 28,078 shares; 2025Q1: 29,738 shares; 2025Q2: 29,410 shares; 2025Q3: 29,697 shares; 2025Q4: 29,697 shares; 2026Q1: 36,312 shares; 2026Q2: 38,924 shares 38,924 $2.32M 0.04% +2,612 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,760 shares; 2026Q2: 86,641 shares 86,641 $2.32M 0.04% -144,119 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: 5,066 shares; 2024Q4: 5,082 shares; 2025Q1: 5,228 shares; 2025Q2: 5,353 shares; 2025Q3: 5,863 shares; 2025Q4: 6,010 shares; 2026Q1: 8,347 shares; 2026Q2: 10,471 shares 10,471 $2.29M 0.04% +2,124 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: 2,992 shares; 2024Q4: 2,982 shares; 2025Q1: 3,023 shares; 2025Q2: 2,791 shares; 2025Q3: 2,891 shares; 2025Q4: 6,029 shares; 2026Q1: 6,033 shares; 2026Q2: 6,030 shares 6,030 $2.28M 0.04% -3 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: 32,418 shares; 2024Q4: 32,419 shares; 2025Q1: 25,512 shares; 2025Q2: 25,512 shares; 2025Q3: 25,649 shares; 2025Q4: 33,732 shares; 2026Q1: 31,039 shares; 2026Q2: 31,039 shares 31,039 $2.28M 0.04% 0 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: 4,146 shares; 2024Q4: 3,880 shares; 2025Q1: 3,475 shares; 2025Q2: 3,920 shares; 2025Q3: 4,995 shares; 2025Q4: 5,281 shares; 2026Q1: 5,039 shares; 2026Q2: 11,879 shares 11,879 $2.27M 0.04% +6,840 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,830 shares; 2024Q4: 40,830 shares; 2025Q1: 36,380 shares; 2025Q2: 36,380 shares; 2025Q3: 36,380 shares; 2025Q4: 36,380 shares; 2026Q1: 36,010 shares; 2026Q2: 36,010 shares 36,010 $2.26M 0.04% 0 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: 12,573 shares; 2024Q4: 12,306 shares; 2025Q1: 19,885 shares; 2025Q2: 20,088 shares; 2025Q3: 19,720 shares; 2025Q4: 22,224 shares; 2026Q1: 21,038 shares; 2026Q2: 21,647 shares 21,647 $2.24M 0.04% +609 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,599 shares; 2024Q4: 7,582 shares; 2025Q1: 7,611 shares; 2025Q2: 7,466 shares; 2025Q3: 7,018 shares; 2025Q4: 6,341 shares; 2026Q1: 6,320 shares; 2026Q2: 6,034 shares 6,034 $2.2M 0.04% -286 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,218 shares; 2024Q4: 22,168 shares; 2025Q1: 22,168 shares; 2025Q2: 22,819 shares; 2025Q3: 22,819 shares; 2025Q4: 26,245 shares; 2026Q1: 22,678 shares; 2026Q2: 22,678 shares 22,678 $2.19M 0.04% 0 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: 3,707 shares; 2024Q4: 3,746 shares; 2025Q1: 3,693 shares; 2025Q2: 3,538 shares; 2025Q3: 3,556 shares; 2025Q4: 24,053 shares; 2026Q1: 22,929 shares; 2026Q2: 22,570 shares 22,570 $2.19M 0.04% -359 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: 6,041 shares; 2024Q4: 4,641 shares; 2025Q1: 4,708 shares; 2025Q2: 4,545 shares; 2025Q3: 6,683 shares; 2025Q4: 6,939 shares; 2026Q1: 9,754 shares; 2026Q2: 10,546 shares 10,546 $2.18M 0.04% +792 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,420 shares; 2024Q4: 47,127 shares; 2025Q1: 48,010 shares; 2025Q2: 62,956 shares; 2025Q3: 66,954 shares; 2025Q4: 72,266 shares; 2026Q1: 80,468 shares; 2026Q2: 107,403 shares 107,403 $2.15M 0.04% +26,935 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: 6,487 shares; 2024Q4: 6,510 shares; 2025Q1: 6,881 shares; 2025Q2: 7,477 shares; 2025Q3: 8,401 shares; 2025Q4: 12,980 shares; 2026Q1: 13,238 shares; 2026Q2: 22,483 shares 22,483 $2.15M 0.04% +9,245 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: 14,529 shares; 2024Q4: 14,401 shares; 2025Q1: 14,298 shares; 2025Q2: 14,079 shares; 2025Q3: 14,010 shares; 2025Q4: 13,974 shares; 2026Q1: 13,929 shares; 2026Q2: 13,929 shares 13,929 $2.15M 0.04% 0 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: 4,244 shares; 2024Q4: 4,278 shares; 2025Q1: 6,022 shares; 2025Q2: 10,105 shares; 2025Q3: 10,109 shares; 2025Q4: 8,192 shares; 2026Q1: 8,396 shares; 2026Q2: 9,929 shares 9,929 $2.11M 0.04% +1,533 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,159 shares; 2024Q4: 18,509 shares; 2025Q1: 21,350 shares; 2025Q2: 25,675 shares; 2025Q3: 25,675 shares; 2025Q4: 24,654 shares; 2026Q1: 27,367 shares; 2026Q2: 27,672 shares 27,672 $2.1M 0.04% +305 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: 2,640 shares; 2024Q4: 2,539 shares; 2025Q1: 2,798 shares; 2025Q2: 2,649 shares; 2025Q3: 2,497 shares; 2025Q4: 4,801 shares; 2026Q1: 5,107 shares; 2026Q2: 4,222 shares 4,222 $2.1M 0.04% -885 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: 4,467 shares; 2024Q4: 4,101 shares; 2025Q1: 8,984 shares; 2025Q2: 8,740 shares; 2025Q3: 9,011 shares; 2025Q4: 10,341 shares; 2026Q1: 10,737 shares; 2026Q2: 9,224 shares 9,224 $2.06M 0.04% -1,513 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,104 shares; 2025Q1: 3,001 shares; 2025Q2: 3,032 shares; 2025Q3: 3,249 shares; 2025Q4: 3,790 shares; 2026Q1: 3,693 shares; 2026Q2: 3,645 shares 3,645 $2.05M 0.04% -48 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,406 shares; 2024Q4: 38,033 shares; 2025Q1: 59,090 shares; 2025Q2: 49,320 shares; 2025Q3: 50,917 shares; 2025Q4: 54,623 shares; 2026Q1: 40,058 shares; 2026Q2: 27,198 shares 27,198 $2.05M 0.04% -12,860 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: 6,758 shares; 2024Q4: 6,579 shares; 2025Q1: 6,955 shares; 2025Q2: 7,008 shares; 2025Q3: 8,586 shares; 2025Q4: 8,648 shares; 2026Q1: 8,158 shares; 2026Q2: 8,058 shares 8,058 $2.04M 0.04% -100 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: 7,812 shares; 2024Q4: 8,684 shares; 2025Q1: 10,405 shares; 2025Q2: 11,857 shares; 2025Q3: 12,868 shares; 2025Q4: 15,498 shares; 2026Q1: 17,390 shares; 2026Q2: 13,922 shares 13,922 $2.04M 0.04% -3,468 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: 1,347 shares; 2025Q4: 2,282 shares; 2026Q1: 2,389 shares; 2026Q2: 2,355 shares 2,355 $2.02M 0.04% -34 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: 14,135 shares; 2024Q4: 14,536 shares; 2025Q1: 14,636 shares; 2025Q2: 14,836 shares; 2025Q3: 16,333 shares; 2025Q4: 16,075 shares; 2026Q1: 13,192 shares; 2026Q2: 13,253 shares 13,253 $2.02M 0.04% +61 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: 2,590 shares; 2024Q4: 2,319 shares; 2025Q1: 2,326 shares; 2025Q2: 2,667 shares; 2025Q3: 3,613 shares; 2025Q4: 5,865 shares; 2026Q1: 5,355 shares; 2026Q2: 5,340 shares 5,340 $1.98M 0.03% -15 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,199 shares; 2024Q4: 7,755 shares; 2025Q1: 7,931 shares; 2025Q2: 6,647 shares; 2025Q3: 7,386 shares; 2025Q4: 10,069 shares; 2026Q1: 10,041 shares; 2026Q2: 9,996 shares 9,996 $1.97M 0.03% -45 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: 34,134 shares; 2024Q4: 34,134 shares; 2025Q1: 34,134 shares; 2025Q2: 38,184 shares; 2025Q3: 31,184 shares; 2025Q4: 31,834 shares; 2026Q1: 33,824 shares; 2026Q2: 33,824 shares 33,824 $1.95M 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,704 shares; 2024Q4: 10,156 shares; 2025Q1: 10,512 shares; 2025Q2: 10,726 shares; 2025Q3: 11,244 shares; 2025Q4: 33,260 shares; 2026Q1: 19,770 shares; 2026Q2: 23,006 shares 23,006 $1.95M 0.03% +3,236 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,498 shares 50,498 $1.94M 0.03% new 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: 3,153 shares; 2024Q4: 3,155 shares; 2025Q1: 3,198 shares; 2025Q2: 3,455 shares; 2025Q3: 3,848 shares; 2025Q4: 3,654 shares; 2026Q1: 7,014 shares; 2026Q2: 7,861 shares 7,861 $1.94M 0.03% +847 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,586 shares; 2024Q4: 30,367 shares; 2025Q1: 28,575 shares; 2025Q2: 29,272 shares; 2025Q3: 49,867 shares; 2025Q4: 52,079 shares; 2026Q1: 55,525 shares; 2026Q2: 109,439 shares 109,439 $1.93M 0.03% +53,914 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: 2,657 shares; 2024Q4: 2,532 shares; 2025Q1: 2,560 shares; 2025Q2: 2,727 shares; 2025Q3: 3,135 shares; 2025Q4: 3,266 shares; 2026Q1: 5,800 shares; 2026Q2: 5,086 shares 5,086 $1.91M 0.03% -714 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: 25,605 shares; 2024Q4: 23,011 shares; 2025Q1: 23,058 shares; 2025Q2: 21,929 shares; 2025Q3: 23,489 shares; 2025Q4: 21,392 shares; 2026Q1: 25,763 shares; 2026Q2: 25,618 shares 25,618 $1.9M 0.03% -145 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: 4,968 shares; 2026Q1: 4,951 shares; 2026Q2: 4,945 shares 4,945 $1.88M 0.03% -6 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931 shares; 2024Q4: 901 shares; 2025Q1: 1,089 shares; 2025Q2: 1,140 shares; 2025Q3: 1,204 shares; 2025Q4: 1,307 shares; 2026Q1: 1,350 shares; 2026Q2: 1,353 shares 1,353 $1.87M 0.03% +3 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: 3,256 shares; 2024Q4: 3,461 shares; 2025Q1: 3,601 shares; 2025Q2: 3,823 shares; 2025Q3: 4,406 shares; 2025Q4: 6,520 shares; 2026Q1: 8,237 shares; 2026Q2: 8,160 shares 8,160 $1.85M 0.03% -77 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,594 shares; 2024Q4: 7,620 shares; 2025Q1: 7,914 shares; 2025Q2: 9,176 shares; 2025Q3: 11,020 shares; 2025Q4: 11,036 shares; 2026Q1: 14,822 shares; 2026Q2: 10,485 shares 10,485 $1.85M 0.03% -4,337 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: 24,342 shares; 2024Q4: 26,642 shares; 2025Q1: 40,055 shares; 2025Q2: 48,308 shares; 2025Q3: 53,365 shares; 2025Q4: 35,236 shares; 2026Q1: 51,313 shares; 2026Q2: 43,355 shares 43,355 $1.84M 0.03% -7,958 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,783 shares; 2024Q4: 6,175 shares; 2025Q1: 5,518 shares; 2025Q2: 14,592 shares; 2025Q3: 12,705 shares; 2025Q4: 13,869 shares; 2026Q1: 22,026 shares; 2026Q2: 22,261 shares 22,261 $1.83M 0.03% +235 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,480 shares; 2024Q4: 7,420 shares; 2025Q1: 3,429 shares; 2025Q2: 4,329 shares; 2025Q3: 12,406 shares; 2025Q4: 9,833 shares; 2026Q1: 7,900 shares; 2026Q2: 22,625 shares 22,625 $1.82M 0.03% +14,725 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,698 shares; 2024Q4: 3,435 shares; 2025Q1: 4,054 shares; 2025Q2: 4,041 shares; 2025Q3: 3,370 shares; 2025Q4: 2,364 shares; 2026Q1: 3,891 shares; 2026Q2: 6,580 shares 6,580 $1.81M 0.03% +2,689 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: 16,480 shares; 2024Q4: 16,925 shares; 2025Q1: 17,983 shares; 2025Q2: 22,421 shares; 2025Q3: 24,063 shares; 2025Q4: 23,745 shares; 2026Q1: 29,930 shares; 2026Q2: 19,762 shares 19,762 $1.79M 0.03% -10,168 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: 847 shares; 2025Q2: 784 shares; 2025Q3: 1,362 shares; 2025Q4: 1,345 shares; 2026Q1: 2,016 shares; 2026Q2: 2,365 shares 2,365 $1.79M 0.03% +349 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,797 shares; 2024Q4: 10,515 shares; 2025Q1: 10,016 shares; 2025Q2: 20,819 shares; 2025Q3: 27,635 shares; 2025Q4: 30,062 shares; 2026Q1: 32,856 shares; 2026Q2: 33,664 shares 33,664 $1.78M 0.03% +808 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,537 shares; 2024Q4: 12,541 shares; 2025Q1: 12,833 shares; 2025Q2: 12,966 shares; 2025Q3: 12,254 shares; 2025Q4: 11,923 shares; 2026Q1: 17,476 shares; 2026Q2: 19,879 shares 19,879 $1.78M 0.03% +2,403 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,555 shares; 2024Q4: 11,594 shares; 2025Q1: 11,796 shares; 2025Q2: 11,466 shares; 2025Q3: 12,170 shares; 2025Q4: 15,105 shares; 2026Q1: 14,458 shares; 2026Q2: 14,456 shares 14,456 $1.78M 0.03% -2 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,412 shares; 2025Q1: 1,482 shares; 2025Q2: 1,433 shares; 2025Q3: 1,626 shares; 2025Q4: 1,640 shares; 2026Q1: 2,141 shares; 2026Q2: 2,450 shares 2,450 $1.76M 0.03% +309 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 557 shares; 2025Q1: 603 shares; 2025Q2: 9,206 shares; 2025Q3: 11,850 shares; 2025Q4: 11,290 shares; 2026Q1: 13,464 shares; 2026Q2: 19,109 shares 19,109 $1.76M 0.03% +5,645 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: 6,042 shares; 2024Q4: 6,657 shares; 2025Q1: 6,655 shares; 2025Q2: 8,328 shares; 2025Q3: 9,234 shares; 2025Q4: 7,519 shares; 2026Q1: 13,814 shares; 2026Q2: 8,086 shares 8,086 $1.75M 0.03% -5,728 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: 1,472 shares; 2024Q4: 1,394 shares; 2025Q1: 1,470 shares; 2025Q2: 1,526 shares; 2025Q3: 1,904 shares; 2025Q4: 2,297 shares; 2026Q1: 3,286 shares; 2026Q2: 2,719 shares 2,719 $1.73M 0.03% -567 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: 150,806 shares; 2024Q4: 16,708 shares; 2025Q1: 15,472 shares; 2025Q2: 21,055 shares; 2025Q3: 20,054 shares; 2025Q4: 18,740 shares; 2026Q1: 17,276 shares; 2026Q2: 49,610 shares 49,610 $1.73M 0.03% +32,334 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: 625 shares; 2025Q1: 585 shares; 2025Q2: 581 shares; 2025Q3: 888 shares; 2025Q4: 4,907 shares; 2026Q1: 690 shares; 2026Q2: 1,836 shares 1,836 $1.7M 0.03% +1,146 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,609 shares; 2024Q4: 15,254 shares; 2025Q1: 17,661 shares; 2025Q2: 21,210 shares; 2025Q3: 28,132 shares; 2025Q4: 30,146 shares; 2026Q1: 39,793 shares; 2026Q2: 32,484 shares 32,484 $1.69M 0.03% -7,309 Timeline VMBS 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: 554,253 shares; 2024Q4: 527,755 shares; 2025Q1: 91,402 shares; 2025Q2: 65,638 shares; 2025Q3: 57,778 shares; 2025Q4: 47,726 shares; 2026Q1: 42,344 shares; 2026Q2: 35,884 shares 35,884 $1.68M 0.03% -6,460 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,559 shares; 2024Q4: 67,420 shares; 2025Q1: 62,861 shares; 2025Q2: 47,086 shares; 2025Q3: 35,516 shares; 2025Q4: 30,456 shares; 2026Q1: 30,536 shares; 2026Q2: 29,701 shares 29,701 $1.68M 0.03% -835 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: 18,645 shares; 2024Q4: 18,534 shares; 2025Q1: 18,534 shares; 2025Q2: 18,534 shares; 2025Q3: 18,775 shares; 2025Q4: 18,775 shares; 2026Q1: 18,775 shares; 2026Q2: 16,817 shares 16,817 $1.66M 0.03% -1,958 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 3,324 shares; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 4,873 shares; 2025Q4: 5,531 shares; 2026Q1: 6,337 shares; 2026Q2: 9,424 shares 9,424 $1.66M 0.03% +3,087 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,605 shares; 2025Q1: 2,311 shares; 2025Q2: 1,990 shares; 2025Q3: 1,999 shares; 2025Q4: 4,216 shares; 2026Q1: 4,684 shares; 2026Q2: 4,633 shares 4,633 $1.62M 0.03% -51 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,249 shares; 2024Q4: 14,388 shares; 2025Q1: 182,507 shares; 2025Q2: 6,278 shares; 2025Q3: not reported; 2025Q4: 23,165 shares; 2026Q1: 29,639 shares; 2026Q2: 30,686 shares 30,686 $1.62M 0.03% +1,047 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: 10,442 shares; 2024Q4: 11,115 shares; 2025Q1: 21,230 shares; 2025Q2: 3,222 shares; 2025Q3: 3,532 shares; 2025Q4: 4,314 shares; 2026Q1: 4,461 shares; 2026Q2: 3,160 shares 3,160 $1.61M 0.03% -1,301 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: 6,946 shares; 2024Q4: 6,941 shares; 2025Q1: 8,364 shares; 2025Q2: 8,683 shares; 2025Q3: 9,210 shares; 2025Q4: 9,164 shares; 2026Q1: 11,003 shares; 2026Q2: 10,968 shares 10,968 $1.61M 0.03% -35 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 1,401 shares; 2025Q4: 1,957 shares; 2026Q1: 1,838 shares; 2026Q2: 1,912 shares 1,912 $1.6M 0.03% +74 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: 6,905 shares; 2024Q4: 6,839 shares; 2025Q1: 8,076 shares; 2025Q2: 13,737 shares; 2025Q3: 14,850 shares; 2025Q4: 20,561 shares; 2026Q1: 21,161 shares; 2026Q2: 16,671 shares 16,671 $1.6M 0.03% -4,490 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,150 shares; 2025Q2: 10,293 shares; 2025Q3: not reported; 2025Q4: 66,798 shares; 2026Q1: 68,914 shares; 2026Q2: 69,443 shares 69,443 $1.6M 0.03% +529 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: 4,084 shares; 2024Q4: 4,098 shares; 2025Q1: 4,277 shares; 2025Q2: 4,221 shares; 2025Q3: 4,667 shares; 2025Q4: 4,558 shares; 2026Q1: 7,409 shares; 2026Q2: 6,624 shares 6,624 $1.58M 0.03% -785 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 747 shares; 2025Q3: not reported; 2025Q4: 4,788 shares; 2026Q1: 5,497 shares; 2026Q2: 6,914 shares 6,914 $1.58M 0.03% +1,417 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: 35,283 shares; 2024Q4: 35,283 shares; 2025Q1: 35,283 shares; 2025Q2: 35,483 shares; 2025Q3: 38,853 shares; 2025Q4: 38,853 shares; 2026Q1: 35,483 shares; 2026Q2: 35,483 shares 35,483 $1.57M 0.03% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,224 shares; 2024Q4: 121,810 shares; 2025Q1: 119,790 shares; 2025Q2: 117,557 shares; 2025Q3: 104,039 shares; 2025Q4: 98,384 shares; 2026Q1: 95,609 shares; 2026Q2: 92,123 shares 92,123 $1.56M 0.03% -3,486 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: 2,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,068 shares; 2025Q3: 42,068 shares; 2025Q4: 42,068 shares; 2026Q1: 42,068 shares; 2026Q2: 42,210 shares 42,210 $1.56M 0.03% +142 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,646 shares; 2025Q1: 1,902 shares; 2025Q2: 1,928 shares; 2025Q3: 2,391 shares; 2025Q4: 2,396 shares; 2026Q1: 3,621 shares; 2026Q2: 4,166 shares 4,166 $1.55M 0.03% +545 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: 4,383 shares; 2024Q4: 4,231 shares; 2025Q1: 4,674 shares; 2025Q2: 4,483 shares; 2025Q3: 4,958 shares; 2025Q4: 9,355 shares; 2026Q1: 9,485 shares; 2026Q2: 9,160 shares 9,160 $1.55M 0.03% -325 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,340 shares; 2025Q1: 1,342 shares; 2025Q2: 1,426 shares; 2025Q3: 1,791 shares; 2025Q4: 1,690 shares; 2026Q1: 3,805 shares; 2026Q2: 4,675 shares 4,675 $1.54M 0.03% +870 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,341 shares; 2025Q1: 1,351 shares; 2025Q2: 1,228 shares; 2025Q3: 1,373 shares; 2025Q4: 4,032 shares; 2026Q1: 3,562 shares; 2026Q2: 3,527 shares 3,527 $1.54M 0.03% -35 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: 1,527 shares; 2024Q4: 1,841 shares; 2025Q1: 1,642 shares; 2025Q2: 6,484 shares; 2025Q3: 7,666 shares; 2025Q4: 17,490 shares; 2026Q1: 17,453 shares; 2026Q2: 17,672 shares 17,672 $1.54M 0.03% +219 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,314 shares; 2024Q4: 24,674 shares; 2025Q1: 8,155 shares; 2025Q2: 8,232 shares; 2025Q3: 7,521 shares; 2025Q4: 7,886 shares; 2026Q1: 8,002 shares; 2026Q2: 9,862 shares 9,862 $1.53M 0.03% +1,860 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: 3,499 shares; 2024Q4: 3,223 shares; 2025Q1: 6,069 shares; 2025Q2: 8,655 shares; 2025Q3: 9,166 shares; 2025Q4: 8,758 shares; 2026Q1: 11,126 shares; 2026Q2: 7,459 shares 7,459 $1.53M 0.03% -3,667 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: 9,460 shares; 2024Q4: 9,466 shares; 2025Q1: 9,961 shares; 2025Q2: 29,230 shares; 2025Q3: 30,769 shares; 2025Q4: 31,600 shares; 2026Q1: 32,935 shares; 2026Q2: 31,676 shares 31,676 $1.52M 0.03% -1,259 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 3,851 shares; 2025Q1: 3,850 shares; 2025Q2: 3,821 shares; 2025Q3: 3,880 shares; 2025Q4: 9,168 shares; 2026Q1: 9,068 shares; 2026Q2: 11,401 shares 11,401 $1.52M 0.03% +2,333 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,025 shares; 2025Q1: 12,364 shares; 2025Q2: 24,015 shares; 2025Q3: 43,336 shares; 2025Q4: 80,206 shares; 2026Q1: 35,941 shares; 2026Q2: 190,964 shares 190,964 $1.51M 0.03% +155,023 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,629 shares; 2025Q1: 2,157 shares; 2025Q2: 2,209 shares; 2025Q3: 2,683 shares; 2025Q4: 3,692 shares; 2026Q1: 3,679 shares; 2026Q2: 3,609 shares 3,609 $1.5M 0.03% -70 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 2,066 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,056 shares; 2025Q4: 5,018 shares; 2026Q1: 3,909 shares; 2026Q2: 7,028 shares 7,028 $1.5M 0.03% +3,119 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,520 shares; 2024Q4: 8,859 shares; 2025Q1: 8,867 shares; 2025Q2: 9,551 shares; 2025Q3: 13,537 shares; 2025Q4: 13,188 shares; 2026Q1: 19,600 shares; 2026Q2: 8,891 shares 8,891 $1.5M 0.03% -10,709 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,997 shares; 2024Q4: 5,579 shares; 2025Q1: 6,784 shares; 2025Q2: 4,863 shares; 2025Q3: 10,812 shares; 2025Q4: 5,630 shares; 2026Q1: 38,344 shares; 2026Q2: 34,000 shares 34,000 $1.49M 0.03% -4,344 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: 6,347 shares; 2024Q4: 6,328 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 6,365 shares; 2026Q1: 4,597 shares; 2026Q2: 18,388 shares 18,388 $1.48M 0.03% +13,791 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: 1,912 shares; 2024Q4: 1,839 shares; 2025Q1: 1,998 shares; 2025Q2: 1,939 shares; 2025Q3: 2,622 shares; 2025Q4: 2,384 shares; 2026Q1: 6,522 shares; 2026Q2: 8,867 shares 8,867 $1.48M 0.03% +2,345 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 3,550 shares; 2025Q4: 3,435 shares; 2026Q1: 3,528 shares; 2026Q2: 3,292 shares 3,292 $1.46M 0.03% -236 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,852 shares; 2024Q4: 10,796 shares; 2025Q1: 77,957 shares; 2025Q2: 85,441 shares; 2025Q3: 11,159 shares; 2025Q4: 10,787 shares; 2026Q1: 11,103 shares; 2026Q2: 11,206 shares 11,206 $1.46M 0.03% +103 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,627 shares; 2024Q4: 16,844 shares; 2025Q1: 18,169 shares; 2025Q2: 19,864 shares; 2025Q3: 20,284 shares; 2025Q4: 21,074 shares; 2026Q1: 22,779 shares; 2026Q2: 23,279 shares 23,279 $1.46M 0.03% +500 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: 1,592 shares; 2024Q4: 1,897 shares; 2025Q1: 1,522 shares; 2025Q2: 1,331 shares; 2025Q3: 2,034 shares; 2025Q4: 1,944 shares; 2026Q1: 1,981 shares; 2026Q2: 3,870 shares 3,870 $1.45M 0.03% +1,889 Timeline VOOV 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: 6,705 shares; 2024Q4: 6,590 shares; 2025Q1: 6,590 shares; 2025Q2: 6,590 shares; 2025Q3: 6,590 shares; 2025Q4: 6,590 shares; 2026Q1: 6,590 shares; 2026Q2: 6,590 shares 6,590 $1.44M 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,818 shares; 2025Q2: 6,807 shares; 2025Q3: 6,817 shares; 2025Q4: 7,780 shares; 2026Q1: 9,564 shares; 2026Q2: 8,258 shares 8,258 $1.44M 0.03% -1,306 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: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 4,933 shares; 2025Q2: 4,776 shares; 2025Q3: 4,729 shares; 2025Q4: 5,051 shares; 2026Q1: 6,786 shares; 2026Q2: 6,068 shares 6,068 $1.44M 0.03% -718 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,575 shares; 2025Q1: 1,814 shares; 2025Q2: 1,653 shares; 2025Q3: 2,130 shares; 2025Q4: 5,571 shares; 2026Q1: 6,290 shares; 2026Q2: 6,743 shares 6,743 $1.44M 0.03% +453 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: 8,082 shares; 2025Q1: 8,578 shares; 2025Q2: 8,715 shares; 2025Q3: 10,165 shares; 2025Q4: 8,383 shares; 2026Q1: 10,327 shares; 2026Q2: 8,431 shares 8,431 $1.43M 0.03% -1,896 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: 1,987 shares; 2024Q4: not reported; 2025Q1: 2,694 shares; 2025Q2: 3,058 shares; 2025Q3: 3,071 shares; 2025Q4: 11,788 shares; 2026Q1: 13,290 shares; 2026Q2: 12,941 shares 12,941 $1.43M 0.03% -349 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: 75,082 shares; 2024Q4: 76,011 shares; 2025Q1: 66,312 shares; 2025Q2: 66,130 shares; 2025Q3: 61,467 shares; 2025Q4: 61,127 shares; 2026Q1: 60,614 shares; 2026Q2: 60,614 shares 60,614 $1.43M 0.03% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,306 shares; 2025Q3: 7,266 shares; 2025Q4: 7,610 shares; 2026Q1: 9,573 shares; 2026Q2: 7,641 shares 7,641 $1.43M 0.03% -1,932 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: 11,806 shares; 2024Q4: 12,960 shares; 2025Q1: 12,136 shares; 2025Q2: 13,529 shares; 2025Q3: 13,961 shares; 2025Q4: 14,488 shares; 2026Q1: 13,798 shares; 2026Q2: 12,415 shares 12,415 $1.42M 0.02% -1,383 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,649 shares 33,649 $1.42M 0.02% new 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: 14,776 shares; 2024Q4: 14,912 shares; 2025Q1: 14,777 shares; 2025Q2: 9,232 shares; 2025Q3: 11,453 shares; 2025Q4: 11,047 shares; 2026Q1: 18,695 shares; 2026Q2: 28,372 shares 28,372 $1.41M 0.02% +9,677 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,365 shares; 2025Q1: 7,716 shares; 2025Q2: 7,035 shares; 2025Q3: 10,432 shares; 2025Q4: 27,775 shares; 2026Q1: 27,074 shares; 2026Q2: 37,844 shares 37,844 $1.41M 0.02% +10,770 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: 1,928 shares; 2025Q2: 2,051 shares; 2025Q3: 2,378 shares; 2025Q4: 4,786 shares; 2026Q1: 5,405 shares; 2026Q2: 5,209 shares 5,209 $1.4M 0.02% -196 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 3,746 shares; 2025Q1: 3,990 shares; 2025Q2: 4,000 shares; 2025Q3: 4,920 shares; 2025Q4: 4,856 shares; 2026Q1: 4,836 shares; 2026Q2: 5,708 shares 5,708 $1.4M 0.02% +872 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,792 shares; 2024Q4: 11,110 shares; 2025Q1: 14,168 shares; 2025Q2: 12,709 shares; 2025Q3: 18,037 shares; 2025Q4: 56,576 shares; 2026Q1: 34,811 shares; 2026Q2: 34,318 shares 34,318 $1.4M 0.02% -493 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 4,820 shares; 2025Q1: 7,498 shares; 2025Q2: 3,947 shares; 2025Q3: 19,233 shares; 2025Q4: 18,857 shares; 2026Q1: 18,851 shares; 2026Q2: 18,761 shares 18,761 $1.4M 0.02% -90 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 3,192 shares; 2025Q1: 4,339 shares; 2025Q2: 4,236 shares; 2025Q3: 5,017 shares; 2025Q4: 5,825 shares; 2026Q1: 9,229 shares; 2026Q2: 9,760 shares 9,760 $1.4M 0.02% +531 Timeline ISHG 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: 3,298 shares; 2026Q1: 18,774 shares; 2026Q2: 18,774 shares 18,774 $1.39M 0.02% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,769 shares; 2024Q4: 14,355 shares; 2025Q1: 14,424 shares; 2025Q2: 16,914 shares; 2025Q3: 23,778 shares; 2025Q4: 30,514 shares; 2026Q1: 31,682 shares; 2026Q2: 43,987 shares 43,987 $1.39M 0.02% +12,305 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,153 shares; 2024Q4: 4,954 shares; 2025Q1: 5,168 shares; 2025Q2: 4,988 shares; 2025Q3: 4,973 shares; 2025Q4: 5,863 shares; 2026Q1: 7,178 shares; 2026Q2: 6,185 shares 6,185 $1.38M 0.02% -993 Timeline FIVA 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: 35,825 shares; 2024Q4: 35,825 shares; 2025Q1: 35,825 shares; 2025Q2: 35,825 shares; 2025Q3: 35,825 shares; 2025Q4: 35,825 shares; 2026Q1: 35,825 shares; 2026Q2: 35,825 shares 35,825 $1.38M 0.02% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,735 shares; 2024Q4: 4,735 shares; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 5,118 shares; 2026Q1: 5,528 shares; 2026Q2: 5,285 shares 5,285 $1.38M 0.02% -243 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 325 shares; 2025Q2: 326 shares; 2025Q3: 372 shares; 2025Q4: 394 shares; 2026Q1: 625 shares; 2026Q2: 1,032 shares 1,032 $1.37M 0.02% +407 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 26,319 shares; 2026Q1: 26,332 shares; 2026Q2: 26,336 shares 26,336 $1.37M 0.02% +4 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,408 shares; 2024Q4: 6,959 shares; 2025Q1: 8,296 shares; 2025Q2: 7,754 shares; 2025Q3: 8,780 shares; 2025Q4: 9,528 shares; 2026Q1: 11,523 shares; 2026Q2: 11,525 shares 11,525 $1.37M 0.02% +2 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,675 shares; 2025Q3: 4,697 shares; 2025Q4: 14,111 shares; 2026Q1: 16,021 shares; 2026Q2: 14,484 shares 14,484 $1.37M 0.02% -1,537 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: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,302 shares; 2026Q1: 1,375 shares; 2026Q2: 1,712 shares 1,712 $1.37M 0.02% +337 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,194 shares; 2024Q4: 9,253 shares; 2025Q1: 9,708 shares; 2025Q2: 9,426 shares; 2025Q3: 9,887 shares; 2025Q4: 9,839 shares; 2026Q1: 9,908 shares; 2026Q2: 12,153 shares 12,153 $1.37M 0.02% +2,245 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,644 shares; 2024Q4: 8,479 shares; 2025Q1: 8,782 shares; 2025Q2: 9,123 shares; 2025Q3: 8,991 shares; 2025Q4: 9,381 shares; 2026Q1: 9,912 shares; 2026Q2: 9,886 shares 9,886 $1.35M 0.02% -26 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: 5,926 shares; 2024Q4: 5,976 shares; 2025Q1: 6,425 shares; 2025Q2: 7,309 shares; 2025Q3: 7,515 shares; 2025Q4: 7,337 shares; 2026Q1: 6,754 shares; 2026Q2: 6,698 shares 6,698 $1.35M 0.02% -56 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,715 shares 14,715 $1.35M 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,821 shares; 2024Q4: 6,679 shares; 2025Q1: 6,650 shares; 2025Q2: 6,599 shares; 2025Q3: 7,038 shares; 2025Q4: 6,583 shares; 2026Q1: 8,233 shares; 2026Q2: 8,261 shares 8,261 $1.35M 0.02% +28 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,599 shares; 2024Q4: 6,599 shares; 2025Q1: 6,808 shares; 2025Q2: 8,673 shares; 2025Q3: 8,560 shares; 2025Q4: 9,076 shares; 2026Q1: 9,525 shares; 2026Q2: 9,165 shares 9,165 $1.34M 0.02% -360 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,185 shares; 2025Q2: 826 shares; 2025Q3: 1,604 shares; 2025Q4: 1,672 shares; 2026Q1: 2,196 shares; 2026Q2: 3,140 shares 3,140 $1.34M 0.02% +944 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,612 shares; 2024Q4: 22,714 shares; 2025Q1: 18,297 shares; 2025Q2: 23,482 shares; 2025Q3: 23,482 shares; 2025Q4: 23,046 shares; 2026Q1: 23,257 shares; 2026Q2: 23,609 shares 23,609 $1.32M 0.02% +352 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: 4,135 shares; 2024Q4: 4,135 shares; 2025Q1: 5,085 shares; 2025Q2: 5,085 shares; 2025Q3: 5,085 shares; 2025Q4: 6,005 shares; 2026Q1: 5,427 shares; 2026Q2: 5,427 shares 5,427 $1.32M 0.02% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,259 shares; 2024Q4: 29,971 shares; 2025Q1: 30,793 shares; 2025Q2: 42,832 shares; 2025Q3: 44,984 shares; 2025Q4: 102,735 shares; 2026Q1: 97,260 shares; 2026Q2: 98,747 shares 98,747 $1.31M 0.02% +1,487 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: 3,107 shares; 2024Q4: 3,197 shares; 2025Q1: 3,197 shares; 2025Q2: 3,097 shares; 2025Q3: 3,377 shares; 2025Q4: 6,754 shares; 2026Q1: 6,754 shares; 2026Q2: 6,878 shares 6,878 $1.31M 0.02% +124 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,298 shares; 2026Q1: 17,259 shares; 2026Q2: 17,282 shares 17,282 $1.31M 0.02% +23 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 930 shares; 2025Q3: 881 shares; 2025Q4: 3,165 shares; 2026Q1: 3,239 shares; 2026Q2: 3,147 shares 3,147 $1.31M 0.02% -92 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: 6,522 shares; 2024Q4: 6,560 shares; 2025Q1: 6,793 shares; 2025Q2: 8,743 shares; 2025Q3: 8,239 shares; 2025Q4: 7,763 shares; 2026Q1: 10,668 shares; 2026Q2: 13,309 shares 13,309 $1.31M 0.02% +2,641 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: 127,916 shares; 2024Q4: 128,389 shares; 2025Q1: 16,734 shares; 2025Q2: 18,494 shares; 2025Q3: 20,120 shares; 2025Q4: 19,526 shares; 2026Q1: 25,198 shares; 2026Q2: 20,730 shares 20,730 $1.3M 0.02% -4,468 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,934 shares; 2025Q3: 28,155 shares; 2025Q4: 27,797 shares; 2026Q1: 28,227 shares; 2026Q2: 28,657 shares 28,657 $1.29M 0.02% +430 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,560 shares; 2024Q4: 3,781 shares; 2025Q1: 5,028 shares; 2025Q2: not reported; 2025Q3: 5,413 shares; 2025Q4: 6,031 shares; 2026Q1: 6,607 shares; 2026Q2: 22,421 shares 22,421 $1.28M 0.02% +15,814 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,461 shares; 2024Q4: 20,461 shares; 2025Q1: 20,520 shares; 2025Q2: 20,250 shares; 2025Q3: 24,963 shares; 2025Q4: 23,157 shares; 2026Q1: 23,948 shares; 2026Q2: 23,043 shares 23,043 $1.28M 0.02% -905 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 959 shares; 2025Q4: 1,134 shares; 2026Q1: 1,373 shares; 2026Q2: 1,605 shares 1,605 $1.28M 0.02% +232 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 4,738 shares; 2025Q1: 4,587 shares; 2025Q2: 4,164 shares; 2025Q3: 4,089 shares; 2025Q4: 6,375 shares; 2026Q1: 5,253 shares; 2026Q2: 5,455 shares 5,455 $1.27M 0.02% +202 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,911 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares; 2026Q1: 4,123 shares; 2026Q2: 3,474 shares 3,474 $1.27M 0.02% -649 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: 229,663 shares; 2024Q4: 237,199 shares; 2025Q1: 228,204 shares; 2025Q2: 234,854 shares; 2025Q3: 228,640 shares; 2025Q4: 137,151 shares; 2026Q1: 130,387 shares; 2026Q2: 30,608 shares 30,608 $1.27M 0.02% -99,779 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: 6,372 shares; 2025Q2: 7,453 shares; 2025Q3: 7,268 shares; 2025Q4: 8,843 shares; 2026Q1: 10,105 shares; 2026Q2: 27,140 shares 27,140 $1.27M 0.02% +17,035 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 9,062 shares; 2025Q3: 9,112 shares; 2025Q4: 10,112 shares; 2026Q1: 10,112 shares; 2026Q2: 10,112 shares 10,112 $1.26M 0.02% 0 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,611 shares; 2024Q4: 37,260 shares; 2025Q1: 41,553 shares; 2025Q2: 36,174 shares; 2025Q3: 46,582 shares; 2025Q4: 41,278 shares; 2026Q1: 42,140 shares; 2026Q2: 42,886 shares 42,886 $1.26M 0.02% +746 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: 5,551 shares 5,551 $1.24M 0.02% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,542 shares; 2024Q4: 55,542 shares; 2025Q1: 55,542 shares; 2025Q2: 56,135 shares; 2025Q3: 51,235 shares; 2025Q4: 52,949 shares; 2026Q1: 53,513 shares; 2026Q2: 52,474 shares 52,474 $1.24M 0.02% -1,039 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS 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: 29,762 shares; 2026Q1: 33,106 shares; 2026Q2: 33,053 shares 33,053 $1.23M 0.02% -53 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,582 shares; 2024Q4: 30,729 shares; 2025Q1: 47,177 shares; 2025Q2: 44,470 shares; 2025Q3: 90,564 shares; 2025Q4: 90,414 shares; 2026Q1: 81,613 shares; 2026Q2: 139,680 shares 139,680 $1.23M 0.02% +58,067 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,753 shares; 2024Q4: 16,720 shares; 2025Q1: 15,950 shares; 2025Q2: 19,824 shares; 2025Q3: 28,350 shares; 2025Q4: 29,425 shares; 2026Q1: 26,663 shares; 2026Q2: 26,125 shares 26,125 $1.22M 0.02% -538 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: 5,528 shares 5,528 $1.22M 0.02% new 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: 6,055 shares; 2024Q4: 6,045 shares; 2025Q1: 5,695 shares; 2025Q2: 5,564 shares; 2025Q3: 6,212 shares; 2025Q4: 13,361 shares; 2026Q1: 15,560 shares; 2026Q2: 16,640 shares 16,640 $1.22M 0.02% +1,080 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,378 shares; 2025Q1: 1,728 shares; 2025Q2: 2,473 shares; 2025Q3: 2,465 shares; 2025Q4: 2,623 shares; 2026Q1: 3,087 shares; 2026Q2: 3,033 shares 3,033 $1.22M 0.02% -54 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,786 shares; 2024Q4: 3,882 shares; 2025Q1: not reported; 2025Q2: 5,755 shares; 2025Q3: 13,611 shares; 2025Q4: 12,576 shares; 2026Q1: 15,843 shares; 2026Q2: 15,668 shares 15,668 $1.22M 0.02% -175 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: 4,971 shares; 2024Q4: 5,649 shares; 2025Q1: 6,158 shares; 2025Q2: 6,981 shares; 2025Q3: 7,544 shares; 2025Q4: 8,568 shares; 2026Q1: 13,870 shares; 2026Q2: 8,482 shares 8,482 $1.21M 0.02% -5,388 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: not reported; 2025Q3: 2,833 shares; 2025Q4: 4,504 shares; 2026Q1: 5,904 shares; 2026Q2: 5,882 shares 5,882 $1.21M 0.02% -22 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,925 shares; 2024Q4: 259,873 shares; 2025Q1: 186,667 shares; 2025Q2: 185,567 shares; 2025Q3: 157,852 shares; 2025Q4: 162,778 shares; 2026Q1: 29,947 shares; 2026Q2: 27,182 shares 27,182 $1.21M 0.02% -2,765 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,059 shares; 2024Q4: 4,177 shares; 2025Q1: 4,214 shares; 2025Q2: 6,115 shares; 2025Q3: 12,570 shares; 2025Q4: 14,092 shares; 2026Q1: 15,521 shares; 2026Q2: 14,526 shares 14,526 $1.2M 0.02% -995 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,128 shares; 2025Q3: 19,254 shares; 2025Q4: 17,621 shares; 2026Q1: 18,596 shares; 2026Q2: 18,030 shares 18,030 $1.2M 0.02% -566 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: 581 shares; 2024Q4: 954 shares; 2025Q1: 1,168 shares; 2025Q2: 1,600 shares; 2025Q3: 1,786 shares; 2025Q4: 1,634 shares; 2026Q1: 2,094 shares; 2026Q2: 2,603 shares 2,603 $1.2M 0.02% +509 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,220 shares; 2025Q2: 51,870 shares; 2025Q3: 65,666 shares; 2025Q4: 65,744 shares; 2026Q1: 64,259 shares; 2026Q2: 64,409 shares 64,409 $1.19M 0.02% +150 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: 147,556 shares; 2024Q4: 158,276 shares; 2025Q1: 140,234 shares; 2025Q2: 167,496 shares; 2025Q3: 8,048 shares; 2025Q4: 21,548 shares; 2026Q1: 9,609 shares; 2026Q2: 11,048 shares 11,048 $1.19M 0.02% +1,439 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: 2,032 shares; 2024Q4: 1,937 shares; 2025Q1: 1,420 shares; 2025Q2: 1,575 shares; 2025Q3: 2,651 shares; 2025Q4: 1,860 shares; 2026Q1: 3,085 shares; 2026Q2: 2,662 shares 2,662 $1.19M 0.02% -423 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,956 shares; 2025Q4: 12,655 shares; 2026Q1: 9,669 shares; 2026Q2: 41,758 shares 41,758 $1.19M 0.02% +32,089 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,084 shares; 2024Q4: 5,205 shares; 2025Q1: 6,215 shares; 2025Q2: 5,228 shares; 2025Q3: 6,950 shares; 2025Q4: 6,383 shares; 2026Q1: 9,781 shares; 2026Q2: 14,752 shares 14,752 $1.18M 0.02% +4,971 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 39,054 shares 39,054 $1.17M 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,391 shares; 2025Q1: not reported; 2025Q2: 3,084 shares; 2025Q3: 5,240 shares; 2025Q4: 5,349 shares; 2026Q1: 6,836 shares; 2026Q2: 6,887 shares 6,887 $1.17M 0.02% +51 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: not reported; 2026Q1: 3,585 shares; 2026Q2: 9,238 shares 9,238 $1.16M 0.02% +5,653 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: 11,565 shares; 2025Q3: 16,580 shares; 2025Q4: 16,580 shares; 2026Q1: 15,096 shares; 2026Q2: 15,096 shares 15,096 $1.16M 0.02% 0 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: 13,552 shares; 2024Q4: 13,552 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 13,552 shares; 2025Q4: 13,552 shares; 2026Q1: 13,552 shares; 2026Q2: 13,552 shares 13,552 $1.15M 0.02% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 2,814 shares; 2025Q1: 6,105 shares; 2025Q2: 5,754 shares; 2025Q3: 7,634 shares; 2025Q4: 5,512 shares; 2026Q1: 8,798 shares; 2026Q2: 13,693 shares 13,693 $1.15M 0.02% +4,895 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: 13,491 shares; 2024Q4: 13,765 shares; 2025Q1: 10,466 shares; 2025Q2: 9,357 shares; 2025Q3: 10,791 shares; 2025Q4: 9,699 shares; 2026Q1: 13,493 shares; 2026Q2: 14,772 shares 14,772 $1.15M 0.02% +1,279 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,828 shares; 2024Q4: 9,867 shares; 2025Q1: 9,886 shares; 2025Q2: 10,446 shares; 2025Q3: 10,466 shares; 2025Q4: 10,095 shares; 2026Q1: 10,136 shares; 2026Q2: 9,977 shares 9,977 $1.15M 0.02% -159 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 2,816 shares; 2025Q1: 2,934 shares; 2025Q2: 3,745 shares; 2025Q3: 4,182 shares; 2025Q4: 3,169 shares; 2026Q1: 5,565 shares; 2026Q2: 2,808 shares 2,808 $1.14M 0.02% -2,757 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 934 shares; 2025Q4: 2,288 shares; 2026Q1: 1,605 shares; 2026Q2: 2,867 shares 2,867 $1.14M 0.02% +1,262 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309 shares; 2024Q4: 1,455 shares; 2025Q1: 1,315 shares; 2025Q2: 1,542 shares; 2025Q3: 1,835 shares; 2025Q4: 1,777 shares; 2026Q1: 1,745 shares; 2026Q2: 2,257 shares 2,257 $1.14M 0.02% +512 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,135 shares; 2026Q2: 11,279 shares 11,279 $1.14M 0.02% +1,144 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 432 shares; 2025Q1: 440 shares; 2025Q2: 477 shares; 2025Q3: 503 shares; 2025Q4: 377 shares; 2026Q1: 1,081 shares; 2026Q2: 1,090 shares 1,090 $1.14M 0.02% +9 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,755 shares; 2025Q3: 7,591 shares; 2025Q4: 8,000 shares; 2026Q1: 9,804 shares; 2026Q2: 12,954 shares 12,954 $1.14M 0.02% +3,150 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,508 shares; 2025Q1: 4,616 shares; 2025Q2: 4,313 shares; 2025Q3: 6,007 shares; 2025Q4: 5,111 shares; 2026Q1: 6,191 shares; 2026Q2: 16,353 shares 16,353 $1.13M 0.02% +10,162 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: 3,702 shares; 2024Q4: 3,568 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,297 shares; 2026Q1: 3,321 shares; 2026Q2: 3,297 shares 3,297 $1.13M 0.02% -24 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219 shares; 2024Q4: 3,226 shares; 2025Q1: 3,227 shares; 2025Q2: 3,269 shares; 2025Q3: 3,605 shares; 2025Q4: 3,174 shares; 2026Q1: 5,436 shares; 2026Q2: 6,296 shares 6,296 $1.13M 0.02% +860 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: 121 shares; 2024Q4: 121 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 155 shares; 2025Q4: 153 shares; 2026Q1: 195 shares; 2026Q2: 353 shares 353 $1.13M 0.02% +158 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,199 shares; 2025Q1: 2,370 shares; 2025Q2: 2,428 shares; 2025Q3: 3,896 shares; 2025Q4: 4,025 shares; 2026Q1: 2,922 shares; 2026Q2: 11,742 shares 11,742 $1.13M 0.02% +8,820 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: 79,622 shares; 2024Q4: 79,086 shares; 2025Q1: 67,937 shares; 2025Q2: 71,105 shares; 2025Q3: 70,307 shares; 2025Q4: 60,706 shares; 2026Q1: 71,452 shares; 2026Q2: 45,645 shares 45,645 $1.12M 0.02% -25,807 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,685 shares; 2024Q4: 39,399 shares; 2025Q1: 51,939 shares; 2025Q2: 62,530 shares; 2025Q3: 95,252 shares; 2025Q4: 109,422 shares; 2026Q1: 112,695 shares; 2026Q2: 119,876 shares 119,876 $1.12M 0.02% +7,181 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 2,065 shares; 2025Q1: 2,178 shares; 2025Q2: 1,844 shares; 2025Q3: 2,941 shares; 2025Q4: 2,960 shares; 2026Q1: 2,999 shares; 2026Q2: 2,999 shares 2,999 $1.12M 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,174 shares; 2024Q4: 9,167 shares; 2025Q1: 8,737 shares; 2025Q2: 14,631 shares; 2025Q3: 15,173 shares; 2025Q4: 14,867 shares; 2026Q1: 22,431 shares; 2026Q2: 39,473 shares 39,473 $1.11M 0.02% +17,042 Timeline