IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547,344 shares; 2024Q4: 1,564,951 shares; 2025Q1: 1,581,384 shares; 2025Q2: 1,574,671 shares; 2025Q3: 1,577,352 shares; 2025Q4: 1,559,079 shares; 2026Q1: 1,517,545 shares; 2026Q2: 1,507,059 shares 1,507,059 $1.13B 12.28% -10,486 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: 10 shares; 2024Q4: 644 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $482M 5.24% 0 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: 4,208,746 shares; 2024Q4: 4,302,214 shares; 2025Q1: 4,218,245 shares; 2025Q2: 4,500,599 shares; 2025Q3: 4,544,065 shares; 2025Q4: 4,533,875 shares; 2026Q1: 4,574,736 shares; 2026Q2: 4,567,544 shares 4,567,544 $441M 4.8% -7,192 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: 2,747,073 shares; 2024Q4: 2,891,186 shares; 2025Q1: 2,905,846 shares; 2025Q2: 2,942,078 shares; 2025Q3: 2,935,833 shares; 2025Q4: 2,927,438 shares; 2026Q1: 2,857,941 shares; 2026Q2: 2,832,738 shares 2,832,738 $429M 4.67% -25,203 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602,167 shares; 2024Q4: 1,589,393 shares; 2025Q1: 1,585,247 shares; 2025Q2: 1,576,165 shares; 2025Q3: 1,561,192 shares; 2025Q4: 1,510,828 shares; 2026Q1: 1,461,111 shares; 2026Q2: 1,409,277 shares 1,409,277 $408M 4.44% -51,834 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: 5,313,383 shares; 2024Q4: 5,243,444 shares; 2025Q1: 5,118,840 shares; 2025Q2: 4,928,060 shares; 2025Q3: 4,877,690 shares; 2025Q4: 4,821,786 shares; 2026Q1: 4,776,066 shares; 2026Q2: 4,756,065 shares 4,756,065 $339M 3.69% -20,001 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: 669,540 shares; 2024Q4: 671,373 shares; 2025Q1: 677,956 shares; 2025Q2: 666,134 shares; 2025Q3: 675,270 shares; 2025Q4: 661,415 shares; 2026Q1: 642,279 shares; 2026Q2: 638,426 shares 638,426 $238M 2.59% -3,853 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: 743,446 shares; 2024Q4: 751,833 shares; 2025Q1: 763,112 shares; 2025Q2: 757,791 shares; 2025Q3: 749,023 shares; 2025Q4: 721,439 shares; 2026Q1: 681,749 shares; 2026Q2: 656,486 shares 656,486 $235M 2.55% -25,263 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,174,840 shares; 2024Q4: 13,186,940 shares; 2025Q1: 12,974,117 shares; 2025Q2: 12,711,438 shares; 2025Q3: 12,661,260 shares; 2025Q4: 12,387,942 shares; 2026Q1: 11,674,801 shares; 2026Q2: 11,409,025 shares 11,409,025 $198M 2.16% -265,776 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355,165 shares; 2024Q4: 5,394,797 shares; 2025Q1: 5,394,874 shares; 2025Q2: 5,338,530 shares; 2025Q3: 5,333,685 shares; 2025Q4: 5,195,978 shares; 2026Q1: 5,044,605 shares; 2026Q2: 4,912,761 shares 4,912,761 $154M 1.67% -131,844 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: 610,481 shares; 2024Q4: 620,250 shares; 2025Q1: 627,026 shares; 2025Q2: 630,350 shares; 2025Q3: 626,943 shares; 2025Q4: 612,686 shares; 2026Q1: 605,261 shares; 2026Q2: 591,388 shares 591,388 $141M 1.53% -13,873 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: 618,581 shares; 2024Q4: 642,791 shares; 2025Q1: 697,912 shares; 2025Q2: 714,520 shares; 2025Q3: 721,833 shares; 2025Q4: 719,973 shares; 2026Q1: 694,709 shares; 2026Q2: 697,152 shares 697,152 $139M 1.52% +2,443 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134,388 shares; 2024Q4: 2,260,703 shares; 2025Q1: 2,414,935 shares; 2025Q2: 2,252,225 shares; 2025Q3: 2,117,542 shares; 2025Q4: 1,896,419 shares; 2026Q1: 1,859,134 shares; 2026Q2: 1,778,576 shares 1,778,576 $138M 1.5% -80,558 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: 1,837,587 shares; 2024Q4: 1,863,042 shares; 2025Q1: 1,895,732 shares; 2025Q2: 1,861,265 shares; 2025Q3: 1,834,894 shares; 2025Q4: 1,804,699 shares; 2026Q1: 1,770,894 shares; 2026Q2: 1,725,716 shares 1,725,716 $133M 1.45% -45,178 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: 364,554 shares; 2024Q4: 369,582 shares; 2025Q1: 386,616 shares; 2025Q2: 380,478 shares; 2025Q3: 372,356 shares; 2025Q4: 360,800 shares; 2026Q1: 348,567 shares; 2026Q2: 336,941 shares 336,941 $119M 1.29% -11,626 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522,016 shares; 2024Q4: 553,899 shares; 2025Q1: 661,128 shares; 2025Q2: 662,408 shares; 2025Q3: 664,789 shares; 2025Q4: 678,480 shares; 2026Q1: 697,197 shares; 2026Q2: 708,529 shares 708,529 $116M 1.26% +11,332 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,165 shares; 2025Q3: 604,057 shares; 2025Q4: 949,056 shares; 2026Q1: 1,287,607 shares; 2026Q2: 1,538,563 shares 1,538,563 $115M 1.25% +250,956 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: 45,555 shares; 2024Q4: 45,257 shares; 2025Q1: 44,442 shares; 2025Q2: 43,409 shares; 2025Q3: 42,868 shares; 2025Q4: 41,172 shares; 2026Q1: 39,505 shares; 2026Q2: 372,949 shares 372,949 $113M 1.22% +333,444 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: 357,958 shares; 2024Q4: 352,427 shares; 2025Q1: 357,274 shares; 2025Q2: 337,418 shares; 2025Q3: 330,692 shares; 2025Q4: 316,473 shares; 2026Q1: 305,795 shares; 2026Q2: 293,841 shares 293,841 $111M 1.21% -11,954 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: 320,930 shares; 2024Q4: 329,292 shares; 2025Q1: 339,042 shares; 2025Q2: 334,267 shares; 2025Q3: 330,217 shares; 2025Q4: 322,291 shares; 2026Q1: 313,362 shares; 2026Q2: 308,296 shares 308,296 $101M 1.1% -5,066 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,194,120 shares; 2025Q4: 2,753,536 shares; 2026Q1: 3,691,532 shares; 2026Q2: 4,500,781 shares 4,500,781 $88.1M 0.96% +809,249 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: 315,180 shares; 2024Q4: 308,857 shares; 2025Q1: 342,448 shares; 2025Q2: 334,732 shares; 2025Q3: 343,325 shares; 2025Q4: 334,058 shares; 2026Q1: 323,030 shares; 2026Q2: 317,105 shares 317,105 $80.5M 0.88% -5,925 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: 610,659 shares; 2024Q4: 606,468 shares; 2025Q1: 623,753 shares; 2025Q2: 620,970 shares; 2025Q3: 619,365 shares; 2025Q4: 614,535 shares; 2026Q1: 591,318 shares; 2026Q2: 585,882 shares 585,882 $80.1M 0.87% -5,436 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: 201,752 shares; 2024Q4: 198,822 shares; 2025Q1: 237,048 shares; 2025Q2: 232,192 shares; 2025Q3: 233,067 shares; 2025Q4: 230,030 shares; 2026Q1: 227,932 shares; 2026Q2: 222,309 shares 222,309 $78.4M 0.85% -5,623 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: 299,605 shares; 2024Q4: 303,279 shares; 2025Q1: 328,556 shares; 2025Q2: 327,289 shares; 2025Q3: 330,386 shares; 2025Q4: 326,607 shares; 2026Q1: 311,267 shares; 2026Q2: 303,294 shares 303,294 $76.3M 0.83% -7,973 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: 366,242 shares; 2024Q4: 352,679 shares; 2025Q1: 364,152 shares; 2025Q2: 358,324 shares; 2025Q3: 357,205 shares; 2025Q4: 341,397 shares; 2026Q1: 339,853 shares; 2026Q2: 344,567 shares 344,567 $72M 0.78% +4,714 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: 575,959 shares; 2024Q4: 560,281 shares; 2025Q1: 586,995 shares; 2025Q2: 583,531 shares; 2025Q3: 589,282 shares; 2025Q4: 581,451 shares; 2026Q1: 569,042 shares; 2026Q2: 564,893 shares 564,893 $66.4M 0.72% -4,149 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,377 shares; 2024Q4: 524,932 shares; 2025Q1: 531,916 shares; 2025Q2: 564,886 shares; 2025Q3: 610,864 shares; 2025Q4: 616,854 shares; 2026Q1: 643,821 shares; 2026Q2: 632,314 shares 632,314 $65M 0.71% -11,507 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: 463,761 shares; 2024Q4: 456,559 shares; 2025Q1: 459,952 shares; 2025Q2: 452,304 shares; 2025Q3: 447,315 shares; 2025Q4: 440,192 shares; 2026Q1: 425,621 shares; 2026Q2: 423,945 shares 423,945 $62.9M 0.68% -1,676 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: 62,632 shares; 2024Q4: 64,184 shares; 2025Q1: 65,046 shares; 2025Q2: 64,642 shares; 2025Q3: 64,826 shares; 2025Q4: 61,871 shares; 2026Q1: 61,312 shares; 2026Q2: 57,923 shares 57,923 $61.7M 0.67% -3,389 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: 683,541 shares; 2024Q4: 596,233 shares; 2025Q1: 500,139 shares; 2025Q2: 405,057 shares; 2025Q3: 356,137 shares; 2025Q4: 311,402 shares; 2026Q1: 314,215 shares; 2026Q2: 285,781 shares 285,781 $60.8M 0.66% -28,434 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: 123,028 shares; 2024Q4: 123,107 shares; 2025Q1: 119,516 shares; 2025Q2: 124,473 shares; 2025Q3: 126,343 shares; 2025Q4: 123,522 shares; 2026Q1: 126,382 shares; 2026Q2: 120,252 shares 120,252 $60.2M 0.65% -6,130 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: 85,960 shares; 2024Q4: 85,295 shares; 2025Q1: 85,908 shares; 2025Q2: 83,890 shares; 2025Q3: 81,635 shares; 2025Q4: 79,804 shares; 2026Q1: 78,457 shares; 2026Q2: 77,057 shares 77,057 $52.9M 0.58% -1,400 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: 429,243 shares; 2024Q4: 415,899 shares; 2025Q1: 449,179 shares; 2025Q2: 429,269 shares; 2025Q3: 432,043 shares; 2025Q4: 423,896 shares; 2026Q1: 406,382 shares; 2026Q2: 401,189 shares 401,189 $51.6M 0.56% -5,193 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: 329,071 shares; 2024Q4: 328,781 shares; 2025Q1: 353,008 shares; 2025Q2: 339,665 shares; 2025Q3: 329,340 shares; 2025Q4: 310,708 shares; 2026Q1: 293,036 shares; 2026Q2: 285,400 shares 285,400 $50.3M 0.55% -7,636 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: 367,831 shares; 2024Q4: 372,684 shares; 2025Q1: 367,983 shares; 2025Q2: 364,331 shares; 2025Q3: 375,618 shares; 2025Q4: 362,719 shares; 2026Q1: 350,264 shares; 2026Q2: 341,880 shares 341,880 $50.1M 0.55% -8,384 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554,070 shares; 2024Q4: 554,385 shares; 2025Q1: 554,395 shares; 2025Q2: 536,679 shares; 2025Q3: 536,728 shares; 2025Q4: 536,669 shares; 2026Q1: 536,669 shares; 2026Q2: 531,539 shares 531,539 $48.3M 0.53% -5,130 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995,071 shares; 2024Q4: 992,461 shares; 2025Q1: 973,329 shares; 2025Q2: 893,345 shares; 2025Q3: 868,826 shares; 2025Q4: 861,413 shares; 2026Q1: 854,219 shares; 2026Q2: 853,551 shares 853,551 $47.7M 0.52% -668 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: 133,858 shares; 2024Q4: 135,392 shares; 2025Q1: 141,103 shares; 2025Q2: 141,675 shares; 2025Q3: 145,572 shares; 2025Q4: 144,642 shares; 2026Q1: 139,852 shares; 2026Q2: 136,896 shares 136,896 $47M 0.51% -2,956 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279,815 shares; 2024Q4: 1,012,509 shares; 2025Q1: 926,852 shares; 2025Q2: 881,002 shares; 2025Q3: 858,781 shares; 2025Q4: 854,485 shares; 2026Q1: 845,970 shares; 2026Q2: 840,330 shares 840,330 $44M 0.48% -5,640 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,310 shares; 2024Q4: 442,941 shares; 2025Q1: 533,659 shares; 2025Q2: 556,464 shares; 2025Q3: 648,389 shares; 2025Q4: 725,376 shares; 2026Q1: 741,489 shares; 2026Q2: 779,415 shares 779,415 $41.4M 0.45% +37,926 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: 99,745 shares; 2025Q1: 99,915 shares; 2025Q2: 98,463 shares; 2025Q3: 97,455 shares; 2025Q4: 95,812 shares; 2026Q1: 94,142 shares; 2026Q2: 92,938 shares 92,938 $40.3M 0.44% -1,204 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: 41,608 shares; 2024Q4: 43,204 shares; 2025Q1: 43,633 shares; 2025Q2: 44,071 shares; 2025Q3: 43,756 shares; 2025Q4: 42,113 shares; 2026Q1: 41,304 shares; 2026Q2: 40,475 shares 40,475 $37.9M 0.41% -829 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: 49,604 shares; 2024Q4: 50,072 shares; 2025Q1: 51,089 shares; 2025Q2: 48,959 shares; 2025Q3: 48,086 shares; 2025Q4: 45,162 shares; 2026Q1: 45,026 shares; 2026Q2: 46,031 shares 46,031 $34.4M 0.37% +1,005 Timeline KBWB 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: 462,604 shares; 2024Q4: 745,392 shares; 2025Q1: 862,544 shares; 2025Q2: 926,093 shares; 2025Q3: 777,173 shares; 2025Q4: 634,572 shares; 2026Q1: 481,559 shares; 2026Q2: 369,542 shares 369,542 $34.4M 0.37% -112,017 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: 191,000 shares; 2024Q4: 193,030 shares; 2025Q1: 189,556 shares; 2025Q2: 189,176 shares; 2025Q3: 188,576 shares; 2025Q4: 186,892 shares; 2026Q1: 182,768 shares; 2026Q2: 178,211 shares 178,211 $33.8M 0.37% -4,557 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: 301,855 shares; 2024Q4: 308,627 shares; 2025Q1: 374,786 shares; 2025Q2: 371,209 shares; 2025Q3: 377,273 shares; 2025Q4: 375,205 shares; 2026Q1: 360,530 shares; 2026Q2: 354,249 shares 354,249 $32.1M 0.35% -6,281 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: 31,148 shares; 2024Q4: 67,544 shares; 2025Q1: 77,402 shares; 2025Q2: 79,970 shares; 2025Q3: 76,891 shares; 2025Q4: 73,246 shares; 2026Q1: 74,602 shares; 2026Q2: 73,010 shares 73,010 $31.5M 0.34% -1,592 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: 38,202 shares; 2024Q4: 40,961 shares; 2025Q1: 27,010 shares; 2025Q2: 27,405 shares; 2025Q3: 27,438 shares; 2025Q4: 27,079 shares; 2026Q1: 27,043 shares; 2026Q2: 26,639 shares 26,639 $31.3M 0.34% -404 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 898,395 shares; 2025Q2: 898,395 shares; 2025Q3: 898,395 shares; 2025Q4: 898,395 shares; 2026Q1: 886,095 shares; 2026Q2: 870,095 shares 870,095 $30.4M 0.33% -16,000 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: 66,668 shares; 2024Q4: 66,312 shares; 2025Q1: 66,226 shares; 2025Q2: 63,968 shares; 2025Q3: 64,183 shares; 2025Q4: 63,885 shares; 2026Q1: 60,170 shares; 2026Q2: 59,411 shares 59,411 $29.8M 0.32% -759 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: 62,259 shares; 2024Q4: 62,634 shares; 2025Q1: 71,072 shares; 2025Q2: 70,792 shares; 2025Q3: 74,821 shares; 2025Q4: 74,341 shares; 2026Q1: 76,665 shares; 2026Q2: 74,451 shares 74,451 $29.6M 0.32% -2,214 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: 50,068 shares; 2024Q4: 52,206 shares; 2025Q1: 57,412 shares; 2025Q2: 57,956 shares; 2025Q3: 61,039 shares; 2025Q4: 58,812 shares; 2026Q1: 58,444 shares; 2026Q2: 57,403 shares 57,403 $29.5M 0.32% -1,041 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: 88,034 shares; 2024Q4: 88,136 shares; 2025Q1: 88,374 shares; 2025Q2: 89,044 shares; 2025Q3: 90,617 shares; 2025Q4: 89,375 shares; 2026Q1: 95,476 shares; 2026Q2: 85,460 shares 85,460 $28.9M 0.31% -10,016 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: 290,205 shares; 2024Q4: 267,679 shares; 2025Q1: 251,789 shares; 2025Q2: 230,411 shares; 2025Q3: 228,205 shares; 2025Q4: 222,791 shares; 2026Q1: 215,996 shares; 2026Q2: 201,877 shares 201,877 $27.3M 0.3% -14,119 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: 27,926 shares; 2024Q4: 29,499 shares; 2025Q1: 29,950 shares; 2025Q2: 29,705 shares; 2025Q3: 29,162 shares; 2025Q4: 29,322 shares; 2026Q1: 28,617 shares; 2026Q2: 26,787 shares 26,787 $27.1M 0.29% -1,830 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: 11,074 shares; 2024Q4: 10,445 shares; 2025Q1: 12,003 shares; 2025Q2: 12,187 shares; 2025Q3: 12,606 shares; 2025Q4: 6,944 shares; 2026Q1: 7,051 shares; 2026Q2: 633,812 shares 633,812 $26.2M 0.28% +626,761 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: 46,325 shares; 2024Q4: 94,264 shares; 2025Q1: 95,368 shares; 2025Q2: 96,905 shares; 2025Q3: 96,084 shares; 2025Q4: 92,759 shares; 2026Q1: 77,688 shares; 2026Q2: 76,649 shares 76,649 $26.1M 0.28% -1,039 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: 295,623 shares; 2024Q4: 292,469 shares; 2025Q1: 295,166 shares; 2025Q2: 303,848 shares; 2025Q3: 309,762 shares; 2025Q4: 298,245 shares; 2026Q1: 289,287 shares; 2026Q2: 293,950 shares 293,950 $25.8M 0.28% +4,663 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: 101,875 shares; 2024Q4: 101,058 shares; 2025Q1: 100,810 shares; 2025Q2: 96,454 shares; 2025Q3: 99,859 shares; 2025Q4: 97,515 shares; 2026Q1: 95,810 shares; 2026Q2: 92,620 shares 92,620 $25M 0.27% -3,190 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: 99,406 shares; 2024Q4: 102,213 shares; 2025Q1: 99,775 shares; 2025Q2: 94,505 shares; 2025Q3: 99,467 shares; 2025Q4: 97,666 shares; 2026Q1: 92,692 shares; 2026Q2: 90,163 shares 90,163 $24.5M 0.27% -2,529 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: 26,298 shares; 2024Q4: 32,566 shares; 2025Q1: 32,506 shares; 2025Q2: 30,314 shares; 2025Q3: 30,197 shares; 2025Q4: 29,336 shares; 2026Q1: 25,936 shares; 2026Q2: 203,386 shares 203,386 $24.3M 0.26% +177,450 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: 154,177 shares; 2024Q4: 153,371 shares; 2025Q1: 152,725 shares; 2025Q2: 151,741 shares; 2025Q3: 150,425 shares; 2025Q4: 149,021 shares; 2026Q1: 145,679 shares; 2026Q2: 141,899 shares 141,899 $24.1M 0.26% -3,780 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: 143,050 shares; 2024Q4: 156,666 shares; 2025Q1: 51,863 shares; 2025Q2: 63,666 shares; 2025Q3: 64,206 shares; 2025Q4: 61,717 shares; 2026Q1: 64,744 shares; 2026Q2: 64,782 shares 64,782 $24M 0.26% +38 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: 308,849 shares; 2024Q4: 303,076 shares; 2025Q1: 291,309 shares; 2025Q2: 276,829 shares; 2025Q3: 263,963 shares; 2025Q4: 246,386 shares; 2026Q1: 239,286 shares; 2026Q2: 236,134 shares 236,134 $22.9M 0.25% -3,152 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: 169,807 shares; 2024Q4: 206,373 shares; 2025Q1: 204,669 shares; 2025Q2: 222,345 shares; 2025Q3: 221,803 shares; 2025Q4: 216,096 shares; 2026Q1: 216,731 shares; 2026Q2: 214,817 shares 214,817 $22.3M 0.24% -1,914 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: 157,730 shares; 2024Q4: 163,362 shares; 2025Q1: 164,283 shares; 2025Q2: 166,220 shares; 2025Q3: 169,657 shares; 2025Q4: 159,976 shares; 2026Q1: 158,118 shares; 2026Q2: 152,238 shares 152,238 $22.3M 0.24% -5,880 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,273 shares; 2024Q4: 357,354 shares; 2025Q1: 354,907 shares; 2025Q2: 352,124 shares; 2025Q3: 401,498 shares; 2025Q4: 410,234 shares; 2026Q1: 425,038 shares; 2026Q2: 407,888 shares 407,888 $22.3M 0.24% -17,150 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: 167,729 shares; 2024Q4: 159,172 shares; 2025Q1: 139,828 shares; 2025Q2: 132,337 shares; 2025Q3: 140,938 shares; 2025Q4: 137,676 shares; 2026Q1: 134,618 shares; 2026Q2: 131,671 shares 131,671 $21.8M 0.24% -2,947 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: 29,059 shares; 2024Q4: 30,727 shares; 2025Q1: 33,038 shares; 2025Q2: 35,890 shares; 2025Q3: 37,970 shares; 2025Q4: 38,312 shares; 2026Q1: 38,984 shares; 2026Q2: 38,654 shares 38,654 $21.8M 0.24% -330 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: 392,978 shares; 2024Q4: 387,278 shares; 2025Q1: 385,199 shares; 2025Q2: 375,807 shares; 2025Q3: 374,140 shares; 2025Q4: 357,979 shares; 2026Q1: 370,557 shares; 2026Q2: 360,282 shares 360,282 $21.5M 0.23% -10,275 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: 151,845 shares; 2024Q4: 149,429 shares; 2025Q1: 153,981 shares; 2025Q2: 148,532 shares; 2025Q3: 153,476 shares; 2025Q4: 150,967 shares; 2026Q1: 148,182 shares; 2026Q2: 146,197 shares 146,197 $20.9M 0.23% -1,985 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: 105,617 shares; 2024Q4: 102,517 shares; 2025Q1: 101,565 shares; 2025Q2: 99,802 shares; 2025Q3: 103,037 shares; 2025Q4: 99,431 shares; 2026Q1: 93,308 shares; 2026Q2: 90,262 shares 90,262 $20.2M 0.22% -3,046 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: 53,294 shares; 2024Q4: 54,973 shares; 2025Q1: 70,062 shares; 2025Q2: 67,748 shares; 2025Q3: 69,601 shares; 2025Q4: 69,500 shares; 2026Q1: 69,249 shares; 2026Q2: 71,580 shares 71,580 $20.1M 0.22% +2,331 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,635 shares; 2024Q4: 106,734 shares; 2025Q1: 105,285 shares; 2025Q2: 94,188 shares; 2025Q3: 92,448 shares; 2025Q4: 89,177 shares; 2026Q1: 88,309 shares; 2026Q2: 87,471 shares 87,471 $19.3M 0.21% -838 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: 69,090 shares; 2024Q4: 69,828 shares; 2025Q1: 73,138 shares; 2025Q2: 66,605 shares; 2025Q3: 59,705 shares; 2025Q4: 56,365 shares; 2026Q1: 48,224 shares; 2026Q2: 46,406 shares 46,406 $19.3M 0.21% -1,818 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: 85,278 shares; 2024Q4: 82,969 shares; 2025Q1: 82,320 shares; 2025Q2: 78,288 shares; 2025Q3: 77,728 shares; 2025Q4: 75,367 shares; 2026Q1: 72,407 shares; 2026Q2: 70,518 shares 70,518 $19.1M 0.21% -1,889 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: 145,302 shares; 2024Q4: 143,966 shares; 2025Q1: 143,468 shares; 2025Q2: 140,983 shares; 2025Q3: 139,847 shares; 2025Q4: 136,871 shares; 2026Q1: 136,725 shares; 2026Q2: 129,159 shares 129,159 $18.4M 0.2% -7,566 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: 123,885 shares; 2025Q1: 117,869 shares; 2025Q2: 109,862 shares; 2025Q3: 108,381 shares; 2025Q4: 106,870 shares; 2026Q1: 105,826 shares; 2026Q2: 106,270 shares 106,270 $18.1M 0.2% +444 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: 53,295 shares; 2024Q4: 51,890 shares; 2025Q1: 54,247 shares; 2025Q2: 52,486 shares; 2025Q3: 51,863 shares; 2025Q4: 51,020 shares; 2026Q1: 50,548 shares; 2026Q2: 49,645 shares 49,645 $18M 0.2% -903 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: 203,298 shares; 2024Q4: 206,100 shares; 2025Q1: 215,802 shares; 2025Q2: 214,370 shares; 2025Q3: 224,506 shares; 2025Q4: 223,805 shares; 2026Q1: 221,967 shares; 2026Q2: 216,812 shares 216,812 $17.6M 0.19% -5,155 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: 127,899 shares; 2024Q4: 132,958 shares; 2025Q1: 147,318 shares; 2025Q2: 153,254 shares; 2025Q3: 154,868 shares; 2025Q4: 158,278 shares; 2026Q1: 159,943 shares; 2026Q2: 155,179 shares 155,179 $17.6M 0.19% -4,764 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: 8,561 shares; 2024Q4: 9,340 shares; 2025Q1: 9,849 shares; 2025Q2: 11,122 shares; 2025Q3: 14,497 shares; 2025Q4: 14,065 shares; 2026Q1: 14,388 shares; 2026Q2: 13,964 shares 13,964 $16.7M 0.18% -424 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: 6,377 shares; 2024Q4: 7,447 shares; 2025Q1: 21,619 shares; 2025Q2: 22,118 shares; 2025Q3: 21,762 shares; 2025Q4: 19,253 shares; 2026Q1: 13,549 shares; 2026Q2: 14,161 shares 14,161 $16.3M 0.18% +612 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: 38,117 shares; 2024Q4: 42,221 shares; 2025Q1: 45,758 shares; 2025Q2: 46,641 shares; 2025Q3: 48,762 shares; 2025Q4: 45,896 shares; 2026Q1: 44,683 shares; 2026Q2: 44,006 shares 44,006 $16.2M 0.18% -677 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: 171,073 shares; 2024Q4: 168,324 shares; 2025Q1: 179,286 shares; 2025Q2: 350,708 shares; 2025Q3: 344,096 shares; 2025Q4: 341,414 shares; 2026Q1: 350,370 shares; 2026Q2: 333,967 shares 333,967 $16M 0.17% -16,403 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,600 shares; 2024Q4: 15,318 shares; 2025Q1: 14,672 shares; 2025Q2: 13,623 shares; 2025Q3: 13,242 shares; 2025Q4: 13,034 shares; 2026Q1: 12,535 shares; 2026Q2: 12,457 shares 12,457 $15.9M 0.17% -78 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: 187,017 shares; 2024Q4: 200,120 shares; 2025Q1: 191,329 shares; 2025Q2: 207,930 shares; 2025Q3: 297,491 shares; 2025Q4: 302,118 shares; 2026Q1: 294,858 shares; 2026Q2: 311,026 shares 311,026 $15.7M 0.17% +16,168 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,493 shares; 2024Q4: 56,395 shares; 2025Q1: 56,783 shares; 2025Q2: 56,555 shares; 2025Q3: 55,772 shares; 2025Q4: 53,854 shares; 2026Q1: 53,530 shares; 2026Q2: 53,701 shares 53,701 $15M 0.16% +171 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: 31,050 shares; 2024Q4: 31,577 shares; 2025Q1: 32,860 shares; 2025Q2: 32,469 shares; 2025Q3: 32,037 shares; 2025Q4: 30,697 shares; 2026Q1: 28,604 shares; 2026Q2: 27,423 shares 27,423 $14.2M 0.15% -1,181 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,204 shares; 2024Q4: 62,867 shares; 2025Q1: 56,756 shares; 2025Q2: 56,064 shares; 2025Q3: 58,736 shares; 2025Q4: 103,827 shares; 2026Q1: 172,943 shares; 2026Q2: 171,159 shares 171,159 $14.2M 0.15% -1,784 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,947 shares; 2024Q4: 15,948 shares; 2025Q1: 15,707 shares; 2025Q2: 15,727 shares; 2025Q3: 16,139 shares; 2025Q4: 15,632 shares; 2026Q1: 14,412 shares; 2026Q2: 14,211 shares 14,211 $13.9M 0.15% -201 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: 25,221 shares; 2024Q4: 26,670 shares; 2025Q1: 28,508 shares; 2025Q2: 29,082 shares; 2025Q3: 29,445 shares; 2025Q4: 28,936 shares; 2026Q1: 29,559 shares; 2026Q2: 31,423 shares 31,423 $13.4M 0.15% +1,864 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,610 shares; 2024Q4: 38,610 shares; 2025Q1: 38,666 shares; 2025Q2: 36,668 shares; 2025Q3: 36,668 shares; 2025Q4: 32,858 shares; 2026Q1: 32,858 shares; 2026Q2: 32,492 shares 32,492 $13.3M 0.14% -366 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: 37,662 shares; 2024Q4: 44,270 shares; 2025Q1: 45,900 shares; 2025Q2: 41,583 shares; 2025Q3: 43,664 shares; 2025Q4: 39,985 shares; 2026Q1: 44,272 shares; 2026Q2: 44,289 shares 44,289 $13.2M 0.14% +17 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,290 shares; 2024Q4: 114,101 shares; 2025Q1: 115,750 shares; 2025Q2: 110,289 shares; 2025Q3: 99,365 shares; 2025Q4: 104,395 shares; 2026Q1: 103,710 shares; 2026Q2: 121,071 shares 121,071 $13M 0.14% +17,361 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: 131,517 shares; 2024Q4: 126,381 shares; 2025Q1: 74,289 shares; 2025Q2: 80,377 shares; 2025Q3: 82,749 shares; 2025Q4: 79,783 shares; 2026Q1: 80,547 shares; 2026Q2: 81,316 shares 81,316 $12.9M 0.14% +769 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: 69,961 shares; 2024Q4: 67,706 shares; 2025Q1: 67,660 shares; 2025Q2: 67,530 shares; 2025Q3: 66,400 shares; 2025Q4: 63,940 shares; 2026Q1: 59,528 shares; 2026Q2: 58,277 shares 58,277 $12.8M 0.14% -1,251 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: 31,602 shares; 2024Q4: 32,415 shares; 2025Q1: 40,455 shares; 2025Q2: 40,812 shares; 2025Q3: 41,714 shares; 2025Q4: 40,822 shares; 2026Q1: 40,429 shares; 2026Q2: 39,970 shares 39,970 $12.6M 0.14% -459 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 5,579 shares; 2025Q1: 6,644 shares; 2025Q2: 7,340 shares; 2025Q3: 7,536 shares; 2025Q4: 36,200 shares; 2026Q1: 42,183 shares; 2026Q2: 124,743 shares 124,743 $12.4M 0.13% +82,560 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,744 shares; 2024Q4: 152,166 shares; 2025Q1: 150,633 shares; 2025Q2: 147,913 shares; 2025Q3: 147,813 shares; 2025Q4: 143,704 shares; 2026Q1: 137,940 shares; 2026Q2: 136,251 shares 136,251 $12.1M 0.13% -1,689 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,489 shares; 2024Q4: 51,851 shares; 2025Q1: 49,801 shares; 2025Q2: 47,535 shares; 2025Q3: 47,386 shares; 2025Q4: 46,948 shares; 2026Q1: 46,795 shares; 2026Q2: 46,309 shares 46,309 $12.1M 0.13% -486 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977,349 shares; 2024Q4: 682,936 shares; 2025Q1: 481,169 shares; 2025Q2: 437,628 shares; 2025Q3: 399,848 shares; 2025Q4: 329,297 shares; 2026Q1: 316,114 shares; 2026Q2: 231,332 shares 231,332 $11.8M 0.13% -84,782 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: 33,018 shares; 2024Q4: 32,484 shares; 2025Q1: 35,132 shares; 2025Q2: 31,777 shares; 2025Q3: 33,055 shares; 2025Q4: 31,480 shares; 2026Q1: 28,288 shares; 2026Q2: 28,159 shares 28,159 $11.5M 0.12% -129 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,556 shares; 2024Q4: 140,556 shares; 2025Q1: 140,340 shares; 2025Q2: 139,283 shares; 2025Q3: 139,218 shares; 2025Q4: 139,218 shares; 2026Q1: 136,703 shares; 2026Q2: 135,607 shares 135,607 $11.2M 0.12% -1,096 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: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,499 shares; 2025Q2: 128,374 shares; 2025Q3: 124,408 shares; 2025Q4: 120,454 shares; 2026Q1: 118,790 shares; 2026Q2: 120,414 shares 120,414 $11.1M 0.12% +1,624 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: 193,536 shares; 2024Q4: 185,786 shares; 2025Q1: 179,311 shares; 2025Q2: 174,199 shares; 2025Q3: 170,824 shares; 2025Q4: 168,772 shares; 2026Q1: 162,682 shares; 2026Q2: 160,095 shares 160,095 $11M 0.12% -2,587 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,561 shares; 2024Q4: 113,525 shares; 2025Q1: 113,377 shares; 2025Q2: 113,353 shares; 2025Q3: 113,855 shares; 2025Q4: 110,124 shares; 2026Q1: 109,105 shares; 2026Q2: 111,094 shares 111,094 $10.9M 0.12% +1,989 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: 178,009 shares; 2024Q4: 199,383 shares; 2025Q1: 229,010 shares; 2025Q2: 217,663 shares; 2025Q3: 206,703 shares; 2025Q4: 201,014 shares; 2026Q1: 200,190 shares; 2026Q2: 189,618 shares 189,618 $10.8M 0.12% -10,572 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,192 shares; 2024Q4: 363,357 shares; 2025Q1: 380,186 shares; 2025Q2: 385,570 shares; 2025Q3: 375,755 shares; 2025Q4: 375,635 shares; 2026Q1: 370,187 shares; 2026Q2: 369,042 shares 369,042 $10.7M 0.12% -1,145 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: 21,116 shares; 2024Q4: 21,753 shares; 2025Q1: 20,948 shares; 2025Q2: 24,548 shares; 2025Q3: 26,038 shares; 2025Q4: 25,760 shares; 2026Q1: 26,518 shares; 2026Q2: 28,237 shares 28,237 $10.6M 0.11% +1,719 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: 19,236 shares; 2024Q4: 19,507 shares; 2025Q1: 20,525 shares; 2025Q2: 22,032 shares; 2025Q3: 22,287 shares; 2025Q4: 21,507 shares; 2026Q1: 21,654 shares; 2026Q2: 84,585 shares 84,585 $10.5M 0.11% +62,931 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,714 shares; 2024Q4: 136,823 shares; 2025Q1: 135,579 shares; 2025Q2: 133,066 shares; 2025Q3: 130,761 shares; 2025Q4: 129,109 shares; 2026Q1: 125,564 shares; 2026Q2: 115,891 shares 115,891 $10.5M 0.11% -9,673 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,842 shares; 2024Q4: 87,448 shares; 2025Q1: 86,869 shares; 2025Q2: 86,692 shares; 2025Q3: 87,277 shares; 2025Q4: 85,740 shares; 2026Q1: 85,740 shares; 2026Q2: 85,740 shares 85,740 $10.4M 0.11% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,370 shares; 2024Q4: 40,140 shares; 2025Q1: 40,228 shares; 2025Q2: 34,950 shares; 2025Q3: 35,538 shares; 2025Q4: 34,924 shares; 2026Q1: 34,317 shares; 2026Q2: 34,618 shares 34,618 $10.1M 0.11% +301 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,127 shares; 2024Q4: 189,478 shares; 2025Q1: 177,404 shares; 2025Q2: 165,071 shares; 2025Q3: 160,422 shares; 2025Q4: 159,579 shares; 2026Q1: 149,241 shares; 2026Q2: 144,621 shares 144,621 $10.1M 0.11% -4,620 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: 130,841 shares; 2024Q4: 128,442 shares; 2025Q1: 121,602 shares; 2025Q2: 116,593 shares; 2025Q3: 114,278 shares; 2025Q4: 107,192 shares; 2026Q1: 103,427 shares; 2026Q2: 101,895 shares 101,895 $9.81M 0.11% -1,532 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: 30,951 shares; 2024Q4: 30,340 shares; 2025Q1: 28,217 shares; 2025Q2: 29,518 shares; 2025Q3: 29,354 shares; 2025Q4: 27,663 shares; 2026Q1: 28,248 shares; 2026Q2: 28,501 shares 28,501 $9.71M 0.11% +253 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: 12,013 shares; 2024Q4: 13,160 shares; 2025Q1: 17,264 shares; 2025Q2: 17,519 shares; 2025Q3: 21,921 shares; 2025Q4: 20,032 shares; 2026Q1: 19,876 shares; 2026Q2: 19,400 shares 19,400 $9.64M 0.1% -476 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,843 shares; 2024Q4: 138,518 shares; 2025Q1: 128,066 shares; 2025Q2: 124,108 shares; 2025Q3: 118,771 shares; 2025Q4: 111,447 shares; 2026Q1: 109,315 shares; 2026Q2: 104,264 shares 104,264 $9.56M 0.1% -5,051 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: 61,921 shares; 2024Q4: 65,386 shares; 2025Q1: 63,639 shares; 2025Q2: 62,090 shares; 2025Q3: 62,156 shares; 2025Q4: 59,723 shares; 2026Q1: 59,174 shares; 2026Q2: 57,032 shares 57,032 $9.23M 0.1% -2,142 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,244 shares; 2024Q4: 23,244 shares; 2025Q1: 23,429 shares; 2025Q2: 23,429 shares; 2025Q3: 23,256 shares; 2025Q4: 23,017 shares; 2026Q1: 21,755 shares; 2026Q2: 20,818 shares 20,818 $8.88M 0.1% -937 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: 31,069 shares; 2024Q4: 33,378 shares; 2025Q1: 33,018 shares; 2025Q2: 31,059 shares; 2025Q3: 30,575 shares; 2025Q4: 29,934 shares; 2026Q1: 29,126 shares; 2026Q2: 29,126 shares 29,126 $8.83M 0.1% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,448 shares; 2024Q4: 57,448 shares; 2025Q1: 56,948 shares; 2025Q2: 56,948 shares; 2025Q3: 56,948 shares; 2025Q4: 56,198 shares; 2026Q1: 56,198 shares; 2026Q2: 56,050 shares 56,050 $8.8M 0.1% -148 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: 50,047 shares; 2024Q4: 49,494 shares; 2025Q1: 55,640 shares; 2025Q2: 54,030 shares; 2025Q3: 54,832 shares; 2025Q4: 51,901 shares; 2026Q1: 50,004 shares; 2026Q2: 45,931 shares 45,931 $8.75M 0.1% -4,073 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: 27,732 shares; 2024Q4: 27,571 shares; 2025Q1: 25,567 shares; 2025Q2: 24,566 shares; 2025Q3: 24,663 shares; 2025Q4: 24,338 shares; 2026Q1: 24,280 shares; 2026Q2: 23,699 shares 23,699 $8.4M 0.09% -581 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: 8,014 shares; 2024Q4: 5,998 shares; 2025Q1: 10,754 shares; 2025Q2: 10,232 shares; 2025Q3: 12,007 shares; 2025Q4: 10,861 shares; 2026Q1: 12,231 shares; 2026Q2: 14,292 shares 14,292 $8.3M 0.09% +2,061 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,214 shares; 2024Q4: 35,664 shares; 2025Q1: 34,052 shares; 2025Q2: 32,464 shares; 2025Q3: 31,530 shares; 2025Q4: 30,742 shares; 2026Q1: 27,737 shares; 2026Q2: 25,801 shares 25,801 $8.21M 0.09% -1,936 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: 35,201 shares; 2024Q4: 34,776 shares; 2025Q1: 34,790 shares; 2025Q2: 30,646 shares; 2025Q3: 30,149 shares; 2025Q4: 26,550 shares; 2026Q1: 26,390 shares; 2026Q2: 26,738 shares 26,738 $8.03M 0.09% +348 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,494 shares; 2024Q4: 22,482 shares; 2025Q1: 22,444 shares; 2025Q2: 21,500 shares; 2025Q3: 21,453 shares; 2025Q4: 20,760 shares; 2026Q1: 20,454 shares; 2026Q2: 19,973 shares 19,973 $7.87M 0.09% -481 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: 59,687 shares; 2024Q4: 60,607 shares; 2025Q1: 62,315 shares; 2025Q2: 61,331 shares; 2025Q3: 59,674 shares; 2025Q4: 57,955 shares; 2026Q1: 49,585 shares; 2026Q2: 46,225 shares 46,225 $7.56M 0.08% -3,360 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: 108,151 shares; 2024Q4: 89,134 shares; 2025Q1: 79,666 shares; 2025Q2: 78,164 shares; 2025Q3: 74,685 shares; 2025Q4: 72,893 shares; 2026Q1: 76,405 shares; 2026Q2: 71,898 shares 71,898 $7.44M 0.08% -4,507 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: 49,957 shares; 2024Q4: 49,558 shares; 2025Q1: 59,423 shares; 2025Q2: 57,995 shares; 2025Q3: 57,833 shares; 2025Q4: 55,618 shares; 2026Q1: 51,557 shares; 2026Q2: 47,417 shares 47,417 $7.43M 0.08% -4,140 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,911 shares; 2024Q4: 14,696 shares; 2025Q1: 14,472 shares; 2025Q2: 15,182 shares; 2025Q3: 14,397 shares; 2025Q4: 14,594 shares; 2026Q1: 14,434 shares; 2026Q2: 14,305 shares 14,305 $7.29M 0.08% -129 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: 84,836 shares; 2024Q4: 88,103 shares; 2025Q1: 115,044 shares; 2025Q2: 110,751 shares; 2025Q3: 108,933 shares; 2025Q4: 106,957 shares; 2026Q1: 101,831 shares; 2026Q2: 99,280 shares 99,280 $7.28M 0.08% -2,551 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: 31,502 shares; 2024Q4: 34,461 shares; 2025Q1: 35,964 shares; 2025Q2: 35,876 shares; 2025Q3: 38,510 shares; 2025Q4: 37,940 shares; 2026Q1: 39,400 shares; 2026Q2: 38,356 shares 38,356 $7.09M 0.08% -1,044 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: 32,847 shares; 2024Q4: 33,315 shares; 2025Q1: 45,130 shares; 2025Q2: 43,790 shares; 2025Q3: 41,512 shares; 2025Q4: 38,884 shares; 2026Q1: 39,155 shares; 2026Q2: 38,872 shares 38,872 $7.03M 0.08% -283 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: 6,797 shares; 2024Q4: 6,510 shares; 2025Q1: 7,605 shares; 2025Q2: 7,602 shares; 2025Q3: 7,763 shares; 2025Q4: 6,464 shares; 2026Q1: 8,600 shares; 2026Q2: 9,702 shares 9,702 $7.01M 0.08% +1,102 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: 179,560 shares; 2024Q4: 167,615 shares; 2025Q1: 160,128 shares; 2025Q2: 153,631 shares; 2025Q3: 145,228 shares; 2025Q4: 134,339 shares; 2026Q1: 132,668 shares; 2026Q2: 120,039 shares 120,039 $6.92M 0.08% -12,629 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,157 shares; 2024Q4: 4,428 shares; 2025Q1: 3,639 shares; 2025Q2: 8,266 shares; 2025Q3: 8,555 shares; 2025Q4: 10,838 shares; 2026Q1: 13,413 shares; 2026Q2: 14,251 shares 14,251 $6.81M 0.07% +838 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: 32,197 shares; 2024Q4: 31,652 shares; 2025Q1: 31,921 shares; 2025Q2: 32,293 shares; 2025Q3: 35,314 shares; 2025Q4: 32,984 shares; 2026Q1: 26,621 shares; 2026Q2: 26,410 shares 26,410 $6.75M 0.07% -211 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: 29,824 shares 29,824 $6.68M 0.07% new 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: 57,084 shares; 2024Q4: 54,402 shares; 2025Q1: 67,896 shares; 2025Q2: 41,187 shares; 2025Q3: 41,706 shares; 2025Q4: 144,479 shares; 2026Q1: 144,682 shares; 2026Q2: 143,411 shares 143,411 $6.67M 0.07% -1,271 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: 29,824 shares 29,824 $6.59M 0.07% new 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,469 shares; 2025Q2: 1,512 shares; 2025Q3: 1,504 shares; 2025Q4: 1,491 shares; 2026Q1: 1,557 shares; 2026Q2: 36,710 shares 36,710 $6.54M 0.07% +35,153 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: 7,794 shares; 2024Q4: 7,960 shares; 2025Q1: 8,122 shares; 2025Q2: 8,267 shares; 2025Q3: 8,419 shares; 2025Q4: 8,263 shares; 2026Q1: 8,690 shares; 2026Q2: 8,501 shares 8,501 $6.49M 0.07% -189 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: 10,530 shares; 2024Q4: 10,550 shares; 2025Q1: 10,957 shares; 2025Q2: 10,776 shares; 2025Q3: 11,489 shares; 2025Q4: 11,059 shares; 2026Q1: 10,349 shares; 2026Q2: 10,217 shares 10,217 $6.48M 0.07% -132 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: 74,829 shares; 2024Q4: 73,424 shares; 2025Q1: 53,758 shares; 2025Q2: 44,174 shares; 2025Q3: 44,671 shares; 2025Q4: 43,123 shares; 2026Q1: 45,703 shares; 2026Q2: 44,419 shares 44,419 $6.2M 0.07% -1,284 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,664 shares; 2025Q1: 7,932 shares; 2025Q2: 7,861 shares; 2025Q3: 7,501 shares; 2025Q4: 6,991 shares; 2026Q1: 6,403 shares; 2026Q2: 6,383 shares 6,383 $6.14M 0.07% -20 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 139,219 shares; 2026Q2: 141,483 shares 141,483 $6.13M 0.07% +2,264 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: 80,618 shares; 2024Q4: 81,002 shares; 2025Q1: 80,679 shares; 2025Q2: 85,066 shares; 2025Q3: 84,255 shares; 2025Q4: 79,710 shares; 2026Q1: 79,662 shares; 2026Q2: 80,076 shares 80,076 $6.13M 0.07% +414 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: 10,594 shares; 2024Q4: 11,162 shares; 2025Q1: 10,178 shares; 2025Q2: 11,016 shares; 2025Q3: 11,871 shares; 2025Q4: 12,446 shares; 2026Q1: 14,267 shares; 2026Q2: 14,390 shares 14,390 $6.05M 0.07% +123 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: 306,250 shares; 2024Q4: 277,985 shares; 2025Q1: 319,285 shares; 2025Q2: 299,721 shares; 2025Q3: 299,368 shares; 2025Q4: 298,166 shares; 2026Q1: 294,379 shares; 2026Q2: 251,314 shares 251,314 $6.05M 0.07% -43,065 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,372 shares; 2024Q4: 171,302 shares; 2025Q1: 182,274 shares; 2025Q2: 174,382 shares; 2025Q3: 164,227 shares; 2025Q4: 161,897 shares; 2026Q1: 157,507 shares; 2026Q2: 150,539 shares 150,539 $5.95M 0.06% -6,968 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: 103,985 shares; 2026Q1: 105,396 shares; 2026Q2: 98,821 shares 98,821 $5.94M 0.06% -6,575 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,630 shares; 2024Q4: 7,593 shares; 2025Q1: 12,724 shares; 2025Q2: 11,995 shares; 2025Q3: 12,057 shares; 2025Q4: 12,067 shares; 2026Q1: 12,044 shares; 2026Q2: 11,904 shares 11,904 $5.89M 0.06% -140 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: 76,079 shares; 2024Q4: 73,880 shares; 2025Q1: 72,553 shares; 2025Q2: 67,931 shares; 2025Q3: 64,222 shares; 2025Q4: 62,377 shares; 2026Q1: 61,338 shares; 2026Q2: 60,656 shares 60,656 $5.85M 0.06% -682 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,927 shares; 2024Q4: 56,548 shares; 2025Q1: 58,322 shares; 2025Q2: 55,315 shares; 2025Q3: 56,188 shares; 2025Q4: 55,178 shares; 2026Q1: 64,429 shares; 2026Q2: 63,849 shares 63,849 $5.82M 0.06% -580 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: 91,804 shares; 2024Q4: 84,169 shares; 2025Q1: 86,742 shares; 2025Q2: 83,505 shares; 2025Q3: 83,505 shares; 2025Q4: 78,710 shares; 2026Q1: 80,250 shares; 2026Q2: 76,182 shares 76,182 $5.75M 0.06% -4,068 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: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 26,999 shares; 2025Q2: 25,822 shares; 2025Q3: 28,107 shares; 2025Q4: 24,071 shares; 2026Q1: 24,346 shares; 2026Q2: 24,281 shares 24,281 $5.75M 0.06% -65 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: 11,781 shares; 2024Q4: 11,672 shares; 2025Q1: 12,527 shares; 2025Q2: 11,517 shares; 2025Q3: 11,437 shares; 2025Q4: 11,730 shares; 2026Q1: 11,576 shares; 2026Q2: 11,269 shares 11,269 $5.74M 0.06% -307 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,496 shares; 2024Q4: 472,724 shares; 2025Q1: 373,878 shares; 2025Q2: 275,257 shares; 2025Q3: 236,381 shares; 2025Q4: 213,488 shares; 2026Q1: 208,903 shares; 2026Q2: 178,765 shares 178,765 $5.67M 0.06% -30,138 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: 7,784 shares; 2024Q4: 8,023 shares; 2025Q1: 7,910 shares; 2025Q2: 8,779 shares; 2025Q3: 8,762 shares; 2025Q4: 8,931 shares; 2026Q1: 9,137 shares; 2026Q2: 7,752 shares 7,752 $5.58M 0.06% -1,385 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: 16,490 shares; 2024Q4: 16,418 shares; 2025Q1: 16,064 shares; 2025Q2: 16,057 shares; 2025Q3: 15,340 shares; 2025Q4: 15,135 shares; 2026Q1: 15,102 shares; 2026Q2: 13,806 shares 13,806 $5.56M 0.06% -1,296 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: 114,481 shares; 2024Q4: 114,241 shares; 2025Q1: 66,563 shares; 2025Q2: 66,503 shares; 2025Q3: 65,576 shares; 2025Q4: 63,974 shares; 2026Q1: 63,156 shares; 2026Q2: 65,466 shares 65,466 $5.48M 0.06% +2,310 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: 49,001 shares; 2024Q4: 49,713 shares; 2025Q1: 50,240 shares; 2025Q2: 50,646 shares; 2025Q3: 50,942 shares; 2025Q4: 49,369 shares; 2026Q1: 54,765 shares; 2026Q2: 52,282 shares 52,282 $5.34M 0.06% -2,483 Timeline HEFA 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: 112,698 shares; 2025Q1: 112,698 shares; 2025Q2: 112,698 shares; 2025Q3: 112,698 shares; 2025Q4: 112,698 shares; 2026Q1: 112,698 shares; 2026Q2: 112,698 shares 112,698 $5.29M 0.06% 0 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: 34,613 shares; 2024Q4: 34,239 shares; 2025Q1: 34,949 shares; 2025Q2: 28,249 shares; 2025Q3: 27,918 shares; 2025Q4: 26,213 shares; 2026Q1: 25,804 shares; 2026Q2: 23,492 shares 23,492 $5.27M 0.06% -2,312 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,478 shares; 2024Q4: 43,931 shares; 2025Q1: 41,232 shares; 2025Q2: 36,683 shares; 2025Q3: 35,754 shares; 2025Q4: 35,107 shares; 2026Q1: 34,902 shares; 2026Q2: 33,208 shares 33,208 $5.26M 0.06% -1,694 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,757 shares; 2024Q4: 84,947 shares; 2025Q1: 105,171 shares; 2025Q2: 104,719 shares; 2025Q3: 104,719 shares; 2025Q4: 95,644 shares; 2026Q1: 95,644 shares; 2026Q2: 101,644 shares 101,644 $5.19M 0.06% +6,000 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: 8,522 shares; 2024Q4: 8,206 shares; 2025Q1: 7,968 shares; 2025Q2: 7,562 shares; 2025Q3: 7,851 shares; 2025Q4: 8,466 shares; 2026Q1: 8,478 shares; 2026Q2: 8,318 shares 8,318 $5.19M 0.06% -160 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,316 shares; 2024Q4: 39,998 shares; 2025Q1: 39,222 shares; 2025Q2: 35,594 shares; 2025Q3: 24,432 shares; 2025Q4: 19,764 shares; 2026Q1: 18,536 shares; 2026Q2: 17,120 shares 17,120 $5.1M 0.06% -1,416 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,496 shares; 2024Q4: 72,734 shares; 2025Q1: 71,672 shares; 2025Q2: 70,777 shares; 2025Q3: 69,619 shares; 2025Q4: 69,504 shares; 2026Q1: 67,927 shares; 2026Q2: 65,889 shares 65,889 $5.01M 0.05% -2,038 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: 10,175 shares; 2024Q4: 10,286 shares; 2025Q1: 10,614 shares; 2025Q2: 11,611 shares; 2025Q3: 11,790 shares; 2025Q4: 11,801 shares; 2026Q1: 11,792 shares; 2026Q2: 12,602 shares 12,602 $5.01M 0.05% +810 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: 3,975 shares; 2024Q4: 3,941 shares; 2025Q1: 3,936 shares; 2025Q2: 3,752 shares; 2025Q3: 3,720 shares; 2025Q4: 3,707 shares; 2026Q1: 3,702 shares; 2026Q2: 3,683 shares 3,683 $5.01M 0.05% -19 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: 9,890 shares; 2024Q4: 10,568 shares; 2025Q1: 10,845 shares; 2025Q2: 11,311 shares; 2025Q3: 11,404 shares; 2025Q4: 11,420 shares; 2026Q1: 11,270 shares; 2026Q2: 10,151 shares 10,151 $4.99M 0.05% -1,119 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,472 shares; 2024Q4: 81,739 shares; 2025Q1: 80,739 shares; 2025Q2: 75,522 shares; 2025Q3: 71,416 shares; 2025Q4: 69,755 shares; 2026Q1: 66,935 shares; 2026Q2: 66,045 shares 66,045 $4.96M 0.05% -890 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,257 shares; 2026Q1: 51,060 shares; 2026Q2: 50,735 shares 50,735 $4.79M 0.05% -325 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,299 shares; 2024Q4: 66,495 shares; 2025Q1: 58,982 shares; 2025Q2: 53,687 shares; 2025Q3: 60,187 shares; 2025Q4: 58,765 shares; 2026Q1: 56,901 shares; 2026Q2: 57,314 shares 57,314 $4.79M 0.05% +413 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: 37,742 shares; 2024Q4: 37,999 shares; 2025Q1: 37,929 shares; 2025Q2: 40,310 shares; 2025Q3: 40,225 shares; 2025Q4: 39,778 shares; 2026Q1: 38,476 shares; 2026Q2: 37,300 shares 37,300 $4.64M 0.05% -1,176 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,328 shares; 2024Q4: 107,106 shares; 2025Q1: 100,982 shares; 2025Q2: 95,426 shares; 2025Q3: 94,334 shares; 2025Q4: 92,523 shares; 2026Q1: 92,523 shares; 2026Q2: 92,312 shares 92,312 $4.64M 0.05% -211 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,484 shares; 2024Q4: 12,471 shares; 2025Q1: 12,485 shares; 2025Q2: 12,490 shares; 2025Q3: 13,951 shares; 2025Q4: 14,696 shares; 2026Q1: 14,631 shares; 2026Q2: 14,487 shares 14,487 $4.56M 0.05% -144 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: 27,656 shares; 2024Q4: 28,757 shares; 2025Q1: 28,883 shares; 2025Q2: 22,064 shares; 2025Q3: 21,921 shares; 2025Q4: 21,438 shares; 2026Q1: 21,398 shares; 2026Q2: 21,218 shares 21,218 $4.52M 0.05% -180 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: 37,697 shares; 2024Q4: 37,697 shares; 2025Q1: 38,750 shares; 2025Q2: 38,817 shares; 2025Q3: 37,496 shares; 2025Q4: 37,545 shares; 2026Q1: 38,313 shares; 2026Q2: 38,282 shares 38,282 $4.49M 0.05% -31 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: 66,760 shares; 2024Q4: 64,916 shares; 2025Q1: 68,624 shares; 2025Q2: 65,622 shares; 2025Q3: 63,659 shares; 2025Q4: 59,565 shares; 2026Q1: 59,684 shares; 2026Q2: 57,632 shares 57,632 $4.47M 0.05% -2,052 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,394 shares; 2024Q4: 14,423 shares; 2025Q1: 22,658 shares; 2025Q2: 22,555 shares; 2025Q3: 22,661 shares; 2025Q4: 20,494 shares; 2026Q1: 19,646 shares; 2026Q2: 19,849 shares 19,849 $4.42M 0.05% +203 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,656 shares; 2024Q4: 9,364 shares; 2025Q1: 12,314 shares; 2025Q2: 12,027 shares; 2025Q3: 13,111 shares; 2025Q4: 13,007 shares; 2026Q1: 10,601 shares; 2026Q2: 10,600 shares 10,600 $4.42M 0.05% -1 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: 44,617 shares; 2024Q4: 45,888 shares; 2025Q1: 44,284 shares; 2025Q2: 45,497 shares; 2025Q3: 42,540 shares; 2025Q4: 39,722 shares; 2026Q1: 38,310 shares; 2026Q2: 37,504 shares 37,504 $4.38M 0.05% -806 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: 3,010 shares; 2024Q4: 3,233 shares; 2025Q1: 5,133 shares; 2025Q2: 5,653 shares; 2025Q3: 6,102 shares; 2025Q4: 61,683 shares; 2026Q1: 61,266 shares; 2026Q2: 60,274 shares 60,274 $4.3M 0.05% -992 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: 14,098 shares; 2024Q4: 14,677 shares; 2025Q1: 13,791 shares; 2025Q2: 14,462 shares; 2025Q3: 13,984 shares; 2025Q4: 26,128 shares; 2026Q1: 26,647 shares; 2026Q2: 22,585 shares 22,585 $4.3M 0.05% -4,062 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: 43,565 shares; 2024Q4: 45,238 shares; 2025Q1: 45,790 shares; 2025Q2: 44,452 shares; 2025Q3: 46,776 shares; 2025Q4: 43,233 shares; 2026Q1: 34,252 shares; 2026Q2: 27,444 shares 27,444 $4.3M 0.05% -6,808 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: 11,295 shares; 2024Q4: 14,923 shares; 2025Q1: 33,185 shares; 2025Q2: 30,485 shares; 2025Q3: 29,965 shares; 2025Q4: 30,020 shares; 2026Q1: 30,175 shares; 2026Q2: 30,325 shares 30,325 $4.24M 0.05% +150 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: 19,946 shares; 2024Q4: 20,042 shares; 2025Q1: 18,051 shares; 2025Q2: 17,463 shares; 2025Q3: 17,419 shares; 2025Q4: 15,993 shares; 2026Q1: 15,755 shares; 2026Q2: 15,223 shares 15,223 $4.2M 0.05% -532 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,776 shares; 2025Q2: 126,159 shares; 2025Q3: 124,749 shares; 2025Q4: 122,700 shares; 2026Q1: 122,698 shares; 2026Q2: 118,703 shares 118,703 $4.17M 0.05% -3,995 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: 4,730 shares; 2024Q4: 5,462 shares; 2025Q1: 36,370 shares; 2025Q2: 43,094 shares; 2025Q3: 45,187 shares; 2025Q4: 49,481 shares; 2026Q1: 57,218 shares; 2026Q2: 57,670 shares 57,670 $4.16M 0.05% +452 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: 45,907 shares; 2024Q4: 47,611 shares; 2025Q1: 48,729 shares; 2025Q2: 49,354 shares; 2025Q3: 46,507 shares; 2025Q4: 46,071 shares; 2026Q1: 45,147 shares; 2026Q2: 50,065 shares 50,065 $4.14M 0.04% +4,918 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,957 shares; 2024Q4: 22,951 shares; 2025Q1: 22,985 shares; 2025Q2: 22,981 shares; 2025Q3: 23,633 shares; 2025Q4: 23,665 shares; 2026Q1: 23,622 shares; 2026Q2: 23,572 shares 23,572 $4.14M 0.04% -50 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: 49,159 shares; 2024Q4: 48,666 shares; 2025Q1: 46,139 shares; 2025Q2: 45,071 shares; 2025Q3: 45,371 shares; 2025Q4: 44,726 shares; 2026Q1: 44,448 shares; 2026Q2: 42,732 shares 42,732 $4.12M 0.04% -1,716 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: 5,508 shares; 2024Q4: 5,166 shares; 2025Q1: 5,166 shares; 2025Q2: 5,157 shares; 2025Q3: 5,941 shares; 2025Q4: 5,623 shares; 2026Q1: 5,555 shares; 2026Q2: 5,484 shares 5,484 $4.04M 0.04% -71 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,453 shares; 2024Q4: 122,016 shares; 2025Q1: 118,083 shares; 2025Q2: 111,973 shares; 2025Q3: 112,591 shares; 2025Q4: 131,863 shares; 2026Q1: 140,921 shares; 2026Q2: 157,722 shares 157,722 $3.94M 0.04% +16,801 Timeline CGW 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: 77,733 shares; 2024Q4: 77,600 shares; 2025Q1: 77,499 shares; 2025Q2: 72,390 shares; 2025Q3: 71,234 shares; 2025Q4: 70,373 shares; 2026Q1: 62,705 shares; 2026Q2: 59,787 shares 59,787 $3.93M 0.04% -2,918 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: 20,594 shares; 2024Q4: 19,616 shares; 2025Q1: 33,477 shares; 2025Q2: 32,161 shares; 2025Q3: 31,695 shares; 2025Q4: 30,515 shares; 2026Q1: 31,960 shares; 2026Q2: 33,204 shares 33,204 $3.93M 0.04% +1,244 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: 11,358 shares; 2024Q4: 10,940 shares; 2025Q1: 11,289 shares; 2025Q2: 10,025 shares; 2025Q3: 10,039 shares; 2025Q4: 9,923 shares; 2026Q1: 9,924 shares; 2026Q2: 10,532 shares 10,532 $3.9M 0.04% +608 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: 104,356 shares; 2024Q4: 99,548 shares; 2025Q1: 129,648 shares; 2025Q2: 118,013 shares; 2025Q3: 120,531 shares; 2025Q4: 116,660 shares; 2026Q1: 104,364 shares; 2026Q2: 90,415 shares 90,415 $3.83M 0.04% -13,949 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: 2,542 shares; 2024Q4: 2,264 shares; 2025Q1: 2,097 shares; 2025Q2: 2,716 shares; 2025Q3: 2,731 shares; 2025Q4: 2,332 shares; 2026Q1: 2,099 shares; 2026Q2: 1,881 shares 1,881 $3.74M 0.04% -218 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,091 shares; 2024Q4: 6,054 shares; 2025Q1: 6,230 shares; 2025Q2: 6,137 shares; 2025Q3: 6,137 shares; 2025Q4: 5,911 shares; 2026Q1: 5,480 shares; 2026Q2: 5,274 shares 5,274 $3.71M 0.04% -206 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,797 shares; 2024Q4: 27,278 shares; 2025Q1: 26,874 shares; 2025Q2: 26,037 shares; 2025Q3: 25,248 shares; 2025Q4: 25,105 shares; 2026Q1: 24,523 shares; 2026Q2: 22,755 shares 22,755 $3.71M 0.04% -1,768 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,728 shares; 2025Q3: 53,183 shares; 2025Q4: 129,999 shares; 2026Q1: 242,271 shares; 2026Q2: 354,541 shares 354,541 $3.67M 0.04% +112,270 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: 14,588 shares; 2024Q4: 16,438 shares; 2025Q1: 15,171 shares; 2025Q2: 15,778 shares; 2025Q3: 15,970 shares; 2025Q4: 15,442 shares; 2026Q1: 15,145 shares; 2026Q2: 15,110 shares 15,110 $3.6M 0.04% -35 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,246 shares; 2024Q4: 89,246 shares; 2025Q1: 89,246 shares; 2025Q2: 89,246 shares; 2025Q3: 81,670 shares; 2025Q4: 81,670 shares; 2026Q1: 81,670 shares; 2026Q2: 81,670 shares 81,670 $3.55M 0.04% 0 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: not reported; 2025Q2: not reported; 2025Q3: 54,766 shares; 2025Q4: 54,442 shares; 2026Q1: 106,662 shares; 2026Q2: 128,394 shares 128,394 $3.41M 0.04% +21,732 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: 76,491 shares; 2024Q4: 84,054 shares; 2025Q1: 84,200 shares; 2025Q2: 73,057 shares; 2025Q3: 66,932 shares; 2025Q4: 60,475 shares; 2026Q1: 61,127 shares; 2026Q2: 56,103 shares 56,103 $3.39M 0.04% -5,024 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,095 shares; 2024Q4: 23,095 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 23,098 shares; 2026Q1: 17,898 shares; 2026Q2: 17,991 shares 17,991 $3.37M 0.04% +93 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,722 shares; 2024Q4: 21,722 shares; 2025Q1: 21,574 shares; 2025Q2: 22,574 shares; 2025Q3: 21,323 shares; 2025Q4: 21,238 shares; 2026Q1: 20,316 shares; 2026Q2: 26,462 shares 26,462 $3.34M 0.04% +6,146 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,844 shares; 2024Q4: 68,558 shares; 2025Q1: 65,282 shares; 2025Q2: 63,786 shares; 2025Q3: 59,947 shares; 2025Q4: 58,276 shares; 2026Q1: 55,241 shares; 2026Q2: 49,300 shares 49,300 $3.33M 0.04% -5,941 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: 198,679 shares; 2024Q4: 197,566 shares; 2025Q1: 167,195 shares; 2025Q2: 142,887 shares; 2025Q3: 123,315 shares; 2025Q4: 104,475 shares; 2026Q1: 89,955 shares; 2026Q2: 69,163 shares 69,163 $3.32M 0.04% -20,792 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,746 shares; 2024Q4: 30,746 shares; 2025Q1: 30,708 shares; 2025Q2: 25,830 shares; 2025Q3: 25,557 shares; 2025Q4: 24,945 shares; 2026Q1: 24,882 shares; 2026Q2: 24,731 shares 24,731 $3.27M 0.04% -151 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: 20,734 shares; 2024Q4: 20,734 shares; 2025Q1: 23,211 shares; 2025Q2: 23,111 shares; 2025Q3: 22,925 shares; 2025Q4: 22,925 shares; 2026Q1: 22,925 shares; 2026Q2: 24,856 shares 24,856 $3.24M 0.04% +1,931 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,885 shares; 2024Q4: 8,051 shares; 2025Q1: 8,101 shares; 2025Q2: 8,336 shares; 2025Q3: 8,065 shares; 2025Q4: 7,298 shares; 2026Q1: 6,750 shares; 2026Q2: 6,101 shares 6,101 $3.21M 0.03% -649 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: 212,600 shares; 2024Q4: 212,600 shares; 2025Q1: 212,600 shares; 2025Q2: 175,865 shares; 2025Q3: 175,865 shares; 2025Q4: 175,865 shares; 2026Q1: 170,030 shares; 2026Q2: 170,030 shares 170,030 $3.21M 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,410 shares; 2024Q4: 10,334 shares; 2025Q1: 28,919 shares; 2025Q2: 29,113 shares; 2025Q3: 29,088 shares; 2025Q4: 28,755 shares; 2026Q1: 28,474 shares; 2026Q2: 29,016 shares 29,016 $3.19M 0.03% +542 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: 40,147 shares; 2024Q4: 40,817 shares; 2025Q1: 31,574 shares; 2025Q2: 24,594 shares; 2025Q3: 23,385 shares; 2025Q4: 22,113 shares; 2026Q1: 22,475 shares; 2026Q2: 23,267 shares 23,267 $3.18M 0.03% +792 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: 82,720 shares; 2024Q4: 55,520 shares; 2025Q1: 49,900 shares; 2025Q2: 95,651 shares; 2025Q3: 95,651 shares; 2025Q4: 110,378 shares; 2026Q1: 103,625 shares; 2026Q2: 103,625 shares 103,625 $3.13M 0.03% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,784 shares; 2024Q4: 19,841 shares; 2025Q1: 19,861 shares; 2025Q2: 24,619 shares; 2025Q3: 26,474 shares; 2025Q4: 25,540 shares; 2026Q1: 26,301 shares; 2026Q2: 29,341 shares 29,341 $3.12M 0.03% +3,040 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,417 shares; 2024Q4: 11,889 shares; 2025Q1: 11,897 shares; 2025Q2: 12,406 shares; 2025Q3: 11,796 shares; 2025Q4: 11,380 shares; 2026Q1: 10,432 shares; 2026Q2: 9,145 shares 9,145 $3.09M 0.03% -1,287 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,642 shares; 2024Q4: 15,067 shares; 2025Q1: 50,020 shares; 2025Q2: 48,494 shares; 2025Q3: 48,963 shares; 2025Q4: 48,963 shares; 2026Q1: 45,078 shares; 2026Q2: 44,045 shares 44,045 $3.08M 0.03% -1,033 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: 10,160 shares; 2024Q4: 10,212 shares; 2025Q1: 9,564 shares; 2025Q2: 9,335 shares; 2025Q3: 9,254 shares; 2025Q4: 9,275 shares; 2026Q1: 9,562 shares; 2026Q2: 38,181 shares 38,181 $3.08M 0.03% +28,619 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,432 shares; 2024Q4: 19,244 shares; 2025Q1: 19,062 shares; 2025Q2: 19,012 shares; 2025Q3: 18,475 shares; 2025Q4: 16,575 shares; 2026Q1: 16,506 shares; 2026Q2: 16,506 shares 16,506 $3.04M 0.03% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,811 shares; 2024Q4: 39,762 shares; 2025Q1: 39,118 shares; 2025Q2: 40,735 shares; 2025Q3: 35,544 shares; 2025Q4: 36,484 shares; 2026Q1: 38,213 shares; 2026Q2: 52,004 shares 52,004 $3.03M 0.03% +13,791 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,041 shares; 2024Q4: 40,827 shares; 2025Q1: 42,952 shares; 2025Q2: 42,366 shares; 2025Q3: 41,345 shares; 2025Q4: 37,788 shares; 2026Q1: 32,401 shares; 2026Q2: 24,106 shares 24,106 $3M 0.03% -8,295 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,073 shares; 2024Q4: 63,073 shares; 2025Q1: 63,303 shares; 2025Q2: 63,303 shares; 2025Q3: 63,303 shares; 2025Q4: 63,261 shares; 2026Q1: 63,261 shares; 2026Q2: 63,261 shares 63,261 $2.97M 0.03% 0 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: 11,246 shares; 2024Q4: 12,837 shares; 2025Q1: 12,930 shares; 2025Q2: 12,905 shares; 2025Q3: 12,995 shares; 2025Q4: 12,182 shares; 2026Q1: 12,192 shares; 2026Q2: 12,261 shares 12,261 $2.93M 0.03% +69 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,639 shares; 2024Q4: 21,568 shares; 2025Q1: 26,309 shares; 2025Q2: 22,710 shares; 2025Q3: 24,221 shares; 2025Q4: 28,361 shares; 2026Q1: 24,326 shares; 2026Q2: 24,134 shares 24,134 $2.88M 0.03% -192 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,528 shares; 2024Q4: 8,019 shares; 2025Q1: 7,248 shares; 2025Q2: 7,281 shares; 2025Q3: 7,001 shares; 2025Q4: 7,002 shares; 2026Q1: 6,583 shares; 2026Q2: 6,368 shares 6,368 $2.87M 0.03% -215 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: 7,524 shares; 2024Q4: 4,856 shares; 2025Q1: 4,658 shares; 2025Q2: 4,876 shares; 2025Q3: 5,198 shares; 2025Q4: 5,678 shares; 2026Q1: 5,926 shares; 2026Q2: 6,268 shares 6,268 $2.8M 0.03% +342 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: 36,300 shares; 2024Q4: 32,276 shares; 2025Q1: 40,297 shares; 2025Q2: 39,114 shares; 2025Q3: 42,934 shares; 2025Q4: 43,240 shares; 2026Q1: 43,339 shares; 2026Q2: 44,328 shares 44,328 $2.79M 0.03% +989 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: 20,467 shares; 2024Q4: 16,418 shares; 2025Q1: 16,422 shares; 2025Q2: 18,373 shares; 2025Q3: 18,604 shares; 2025Q4: 18,615 shares; 2026Q1: 18,913 shares; 2026Q2: 19,042 shares 19,042 $2.78M 0.03% +129 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,453 shares; 2024Q4: 22,578 shares; 2025Q1: 20,785 shares; 2025Q2: 26,688 shares; 2025Q3: 33,494 shares; 2025Q4: 39,174 shares; 2026Q1: 44,629 shares; 2026Q2: 47,161 shares 47,161 $2.78M 0.03% +2,532 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: 9,073 shares; 2024Q4: 9,585 shares; 2025Q1: 9,033 shares; 2025Q2: 12,053 shares; 2025Q3: 12,064 shares; 2025Q4: 12,008 shares; 2026Q1: 12,862 shares; 2026Q2: 12,594 shares 12,594 $2.74M 0.03% -268 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 9,469 shares; 2025Q2: 9,429 shares; 2025Q3: 8,569 shares; 2025Q4: 7,498 shares; 2026Q1: 7,498 shares; 2026Q2: 7,648 shares 7,648 $2.71M 0.03% +150 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: not reported; 2024Q4: not reported; 2025Q1: 28,189 shares; 2025Q2: 27,756 shares; 2025Q3: 26,948 shares; 2025Q4: 27,920 shares; 2026Q1: 28,373 shares; 2026Q2: 27,575 shares 27,575 $2.58M 0.03% -798 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: 44,086 shares; 2024Q4: 42,977 shares; 2025Q1: 36,991 shares; 2025Q2: 31,949 shares; 2025Q3: 29,817 shares; 2025Q4: 23,801 shares; 2026Q1: 20,515 shares; 2026Q2: 19,016 shares 19,016 $2.58M 0.03% -1,499 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,618 shares; 2024Q4: 11,244 shares; 2025Q1: 26,893 shares; 2025Q2: 25,598 shares; 2025Q3: 25,597 shares; 2025Q4: 25,514 shares; 2026Q1: 25,546 shares; 2026Q2: 22,297 shares 22,297 $2.56M 0.03% -3,249 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,375 shares; 2024Q4: 32,465 shares; 2025Q1: 51,297 shares; 2025Q2: 48,309 shares; 2025Q3: 33,465 shares; 2025Q4: 37,104 shares; 2026Q1: 47,522 shares; 2026Q2: 32,068 shares 32,068 $2.51M 0.03% -15,454 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: 21,930 shares; 2024Q4: 21,155 shares; 2025Q1: 27,163 shares; 2025Q2: 26,663 shares; 2025Q3: 26,760 shares; 2025Q4: 26,805 shares; 2026Q1: 29,655 shares; 2026Q2: 24,756 shares 24,756 $2.5M 0.03% -4,899 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,750 shares; 2024Q4: 11,748 shares; 2025Q1: 13,214 shares; 2025Q2: 13,393 shares; 2025Q3: 13,391 shares; 2025Q4: 11,290 shares; 2026Q1: 11,315 shares; 2026Q2: 10,274 shares 10,274 $2.49M 0.03% -1,041 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,587 shares; 2024Q4: 35,953 shares; 2025Q1: 40,553 shares; 2025Q2: 45,017 shares; 2025Q3: 45,391 shares; 2025Q4: 67,916 shares; 2026Q1: 62,173 shares; 2026Q2: 58,526 shares 58,526 $2.49M 0.03% -3,647 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,020 shares; 2025Q2: 18,260 shares; 2025Q3: 20,916 shares; 2025Q4: 20,916 shares; 2026Q1: 20,870 shares; 2026Q2: 24,390 shares 24,390 $2.48M 0.03% +3,520 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,500 shares; 2024Q4: 44,500 shares; 2025Q1: 44,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,100 shares; 2026Q2: 118,877 shares 118,877 $2.47M 0.03% +1,777 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,046 shares; 2024Q4: 32,397 shares; 2025Q1: 46,427 shares; 2025Q2: 104,388 shares; 2025Q3: 116,238 shares; 2025Q4: 109,016 shares; 2026Q1: 101,046 shares; 2026Q2: 54,240 shares 54,240 $2.45M 0.03% -46,806 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,348 shares; 2024Q4: 33,382 shares; 2025Q1: 32,845 shares; 2025Q2: 31,661 shares; 2025Q3: 33,729 shares; 2025Q4: 37,971 shares; 2026Q1: 45,094 shares; 2026Q2: 48,293 shares 48,293 $2.44M 0.03% +3,199 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,279 shares; 2024Q4: 22,254 shares; 2025Q1: 23,912 shares; 2025Q2: 25,530 shares; 2025Q3: 25,627 shares; 2025Q4: 21,252 shares; 2026Q1: 21,303 shares; 2026Q2: 19,769 shares 19,769 $2.43M 0.03% -1,534 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,900 shares; 2024Q4: 78,956 shares; 2025Q1: 78,379 shares; 2025Q2: 78,834 shares; 2025Q3: 78,834 shares; 2025Q4: 80,102 shares; 2026Q1: 77,336 shares; 2026Q2: 45,196 shares 45,196 $2.42M 0.03% -32,140 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: 18,564 shares; 2024Q4: 18,564 shares; 2025Q1: 35,037 shares; 2025Q2: 36,003 shares; 2025Q3: 34,303 shares; 2025Q4: 33,353 shares; 2026Q1: 32,128 shares; 2026Q2: 32,003 shares 32,003 $2.41M 0.03% -125 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: 3,633 shares; 2024Q4: 3,634 shares; 2025Q1: 3,614 shares; 2025Q2: 3,309 shares; 2025Q3: 2,766 shares; 2025Q4: 2,700 shares; 2026Q1: 2,662 shares; 2026Q2: 3,171 shares 3,171 $2.4M 0.03% +509 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: 22,718 shares; 2024Q4: 21,885 shares; 2025Q1: 22,021 shares; 2025Q2: 21,331 shares; 2025Q3: 21,331 shares; 2025Q4: 22,225 shares; 2026Q1: 21,809 shares; 2026Q2: 21,654 shares 21,654 $2.39M 0.03% -155 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 2,352 shares; 2025Q1: 11,686 shares; 2025Q2: 10,665 shares; 2025Q3: 10,010 shares; 2025Q4: 9,192 shares; 2026Q1: 8,191 shares; 2026Q2: 8,200 shares 8,200 $2.38M 0.03% +9 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,458 shares; 2024Q4: 4,461 shares; 2025Q1: 9,355 shares; 2025Q2: 8,635 shares; 2025Q3: 8,657 shares; 2025Q4: 8,643 shares; 2026Q1: 9,115 shares; 2026Q2: 10,026 shares 10,026 $2.38M 0.03% +911 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,078 shares; 2024Q4: 7,366 shares; 2025Q1: 6,864 shares; 2025Q2: 6,553 shares; 2025Q3: 6,660 shares; 2025Q4: 24,468 shares; 2026Q1: 27,739 shares; 2026Q2: 29,799 shares 29,799 $2.37M 0.03% +2,060 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,941 shares; 2024Q4: 26,706 shares; 2025Q1: 38,395 shares; 2025Q2: 39,699 shares; 2025Q3: 39,175 shares; 2025Q4: 40,176 shares; 2026Q1: 38,518 shares; 2026Q2: 22,926 shares 22,926 $2.36M 0.03% -15,592 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,053 shares; 2024Q4: 8,053 shares; 2025Q1: 7,921 shares; 2025Q2: 7,896 shares; 2025Q3: 8,335 shares; 2025Q4: 5,158 shares; 2026Q1: 20,993 shares; 2026Q2: 54,971 shares 54,971 $2.35M 0.03% +33,978 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,179 shares; 2024Q4: 6,174 shares; 2025Q1: 6,175 shares; 2025Q2: 5,194 shares; 2025Q3: 5,015 shares; 2025Q4: 5,045 shares; 2026Q1: 4,924 shares; 2026Q2: 4,835 shares 4,835 $2.34M 0.03% -89 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,080 shares; 2025Q2: 49,650 shares; 2025Q3: 48,680 shares; 2025Q4: 49,630 shares; 2026Q1: 48,830 shares; 2026Q2: 47,050 shares 47,050 $2.33M 0.03% -1,780 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: 2,428 shares; 2024Q4: 2,456 shares; 2025Q1: 2,654 shares; 2025Q2: 2,933 shares; 2025Q3: 2,994 shares; 2025Q4: 3,180 shares; 2026Q1: 3,173 shares; 2026Q2: 3,241 shares 3,241 $2.31M 0.03% +68 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,305 shares; 2024Q4: 21,305 shares; 2025Q1: 21,305 shares; 2025Q2: 20,476 shares; 2025Q3: 20,174 shares; 2025Q4: 19,952 shares; 2026Q1: 18,478 shares; 2026Q2: 17,900 shares 17,900 $2.29M 0.02% -578 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,519 shares; 2024Q4: 47,722 shares; 2025Q1: 63,272 shares; 2025Q2: 64,189 shares; 2025Q3: 64,723 shares; 2025Q4: 78,755 shares; 2026Q1: 83,847 shares; 2026Q2: 98,288 shares 98,288 $2.28M 0.02% +14,441 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: 29,786 shares; 2024Q4: 29,038 shares; 2025Q1: 30,185 shares; 2025Q2: 32,894 shares; 2025Q3: 31,354 shares; 2025Q4: 30,439 shares; 2026Q1: 27,025 shares; 2026Q2: 28,615 shares 28,615 $2.26M 0.02% +1,590 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,443 shares; 2024Q4: 20,868 shares; 2025Q1: 27,018 shares; 2025Q2: 28,093 shares; 2025Q3: 25,842 shares; 2025Q4: 24,480 shares; 2026Q1: 24,642 shares; 2026Q2: 22,041 shares 22,041 $2.25M 0.02% -2,601 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,670 shares; 2025Q2: 23,091 shares; 2025Q3: 32,343 shares; 2025Q4: 34,271 shares; 2026Q1: 30,515 shares; 2026Q2: 31,663 shares 31,663 $2.22M 0.02% +1,148 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,484 shares; 2024Q4: 7,538 shares; 2025Q1: 7,570 shares; 2025Q2: 7,860 shares; 2025Q3: 10,960 shares; 2025Q4: 10,027 shares; 2026Q1: 9,670 shares; 2026Q2: 8,472 shares 8,472 $2.21M 0.02% -1,198 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: 44,502 shares; 2024Q4: 103,983 shares; 2025Q1: 105,262 shares; 2025Q2: 102,811 shares; 2025Q3: 101,636 shares; 2025Q4: 91,811 shares; 2026Q1: 84,797 shares; 2026Q2: 79,357 shares 79,357 $2.2M 0.02% -5,440 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: 23,023 shares; 2024Q4: 25,117 shares; 2025Q1: 26,314 shares; 2025Q2: 27,504 shares; 2025Q3: 24,768 shares; 2025Q4: 21,936 shares; 2026Q1: 20,283 shares; 2026Q2: 22,777 shares 22,777 $2.19M 0.02% +2,494 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,685 shares; 2024Q4: 11,644 shares; 2025Q1: 11,529 shares; 2025Q2: 11,469 shares; 2025Q3: 11,538 shares; 2025Q4: 11,538 shares; 2026Q1: 11,084 shares; 2026Q2: 11,000 shares 11,000 $2.15M 0.02% -84 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: 27,690 shares; 2024Q4: 23,763 shares; 2025Q1: 18,914 shares; 2025Q2: 18,805 shares; 2025Q3: 17,753 shares; 2025Q4: 15,843 shares; 2026Q1: 12,977 shares; 2026Q2: 10,364 shares 10,364 $2.12M 0.02% -2,613 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: 11,506 shares; 2024Q4: 10,903 shares; 2025Q1: 10,758 shares; 2025Q2: 10,705 shares; 2025Q3: 10,134 shares; 2025Q4: 9,647 shares; 2026Q1: 8,455 shares; 2026Q2: 8,505 shares 8,505 $2.09M 0.02% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,138 shares; 2025Q4: 33,004 shares; 2026Q1: 38,425 shares; 2026Q2: 39,708 shares 39,708 $2.08M 0.02% +1,283 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: 45,944 shares; 2024Q4: 49,902 shares; 2025Q1: 49,713 shares; 2025Q2: 49,253 shares; 2025Q3: 46,063 shares; 2025Q4: 46,039 shares; 2026Q1: 45,347 shares; 2026Q2: 43,661 shares 43,661 $2.08M 0.02% -1,686 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: 9,024 shares; 2024Q4: 9,024 shares; 2025Q1: 18,168 shares; 2025Q2: 16,153 shares; 2025Q3: 20,723 shares; 2025Q4: 20,506 shares; 2026Q1: 20,046 shares; 2026Q2: 20,719 shares 20,719 $2.04M 0.02% +673 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,770 shares; 2024Q4: 6,386 shares; 2025Q1: 43,445 shares; 2025Q2: 13,511 shares; 2025Q3: 12,414 shares; 2025Q4: 11,229 shares; 2026Q1: 8,541 shares; 2026Q2: 8,416 shares 8,416 $2.03M 0.02% -125 Timeline VRP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,471 shares 82,471 $2M 0.02% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,175 shares; 2024Q4: 76,493 shares; 2025Q1: 71,707 shares; 2025Q2: 69,703 shares; 2025Q3: 67,349 shares; 2025Q4: 66,709 shares; 2026Q1: 52,261 shares; 2026Q2: 51,551 shares 51,551 $2M 0.02% -710 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,156 shares; 2025Q4: 6,581 shares; 2026Q1: 6,720 shares; 2026Q2: 6,585 shares 6,585 $1.99M 0.02% -135 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: 118,744 shares; 2024Q4: 100,612 shares; 2025Q1: 90,729 shares; 2025Q2: 69,746 shares; 2025Q3: 67,245 shares; 2025Q4: 64,470 shares; 2026Q1: 55,421 shares; 2026Q2: 48,545 shares 48,545 $1.99M 0.02% -6,876 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,978 shares; 2024Q4: 6,045 shares; 2025Q1: 5,992 shares; 2025Q2: 6,657 shares; 2025Q3: 6,431 shares; 2025Q4: 6,366 shares; 2026Q1: 6,397 shares; 2026Q2: 5,781 shares 5,781 $1.99M 0.02% -616 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,250 shares; 2025Q2: 94,625 shares; 2025Q3: 128,500 shares; 2025Q4: 156,250 shares; 2026Q1: 197,625 shares; 2026Q2: 79,425 shares 79,425 $1.99M 0.02% -118,200 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,982 shares; 2025Q2: 63,085 shares; 2025Q3: 57,085 shares; 2025Q4: 57,284 shares; 2026Q1: 85,284 shares; 2026Q2: 82,199 shares 82,199 $1.99M 0.02% -3,085 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,885 shares; 2024Q4: 20,298 shares; 2025Q1: 19,922 shares; 2025Q2: 18,682 shares; 2025Q3: 18,536 shares; 2025Q4: 18,536 shares; 2026Q1: 18,229 shares; 2026Q2: 17,979 shares 17,979 $1.97M 0.02% -250 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: 37,630 shares; 2024Q4: 37,920 shares; 2025Q1: 38,184 shares; 2025Q2: 30,748 shares; 2025Q3: 30,823 shares; 2025Q4: 23,309 shares; 2026Q1: 23,309 shares; 2026Q2: 23,809 shares 23,809 $1.95M 0.02% +500 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,005 shares; 2024Q4: 13,712 shares; 2025Q1: 13,858 shares; 2025Q2: 14,326 shares; 2025Q3: 14,408 shares; 2025Q4: 14,453 shares; 2026Q1: 14,467 shares; 2026Q2: 14,499 shares 14,499 $1.95M 0.02% +32 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: 7,285 shares; 2024Q4: 7,323 shares; 2025Q1: 6,474 shares; 2025Q2: 6,999 shares; 2025Q3: 6,997 shares; 2025Q4: 6,447 shares; 2026Q1: 6,756 shares; 2026Q2: 5,898 shares 5,898 $1.95M 0.02% -858 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: 91,380 shares; 2024Q4: 92,269 shares; 2025Q1: 90,000 shares; 2025Q2: 92,513 shares; 2025Q3: 97,187 shares; 2025Q4: 93,904 shares; 2026Q1: 96,227 shares; 2026Q2: 94,023 shares 94,023 $1.95M 0.02% -2,204 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: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,474 shares; 2025Q2: 10,693 shares; 2025Q3: 10,823 shares; 2025Q4: 11,079 shares; 2026Q1: 11,172 shares; 2026Q2: 12,639 shares 12,639 $1.94M 0.02% +1,467 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: 8,586 shares; 2024Q4: 9,126 shares; 2025Q1: 9,726 shares; 2025Q2: 10,731 shares; 2025Q3: 11,775 shares; 2025Q4: 12,264 shares; 2026Q1: 10,969 shares; 2026Q2: 11,451 shares 11,451 $1.92M 0.02% +482 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: 43,929 shares; 2024Q4: 44,957 shares; 2025Q1: 36,475 shares; 2025Q2: 37,057 shares; 2025Q3: 19,943 shares; 2025Q4: 34,372 shares; 2026Q1: 36,006 shares; 2026Q2: 36,006 shares 36,006 $1.91M 0.02% 0 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: 13,012 shares; 2024Q4: 13,382 shares; 2025Q1: 13,012 shares; 2025Q2: 13,105 shares; 2025Q3: 15,316 shares; 2025Q4: 15,068 shares; 2026Q1: 16,510 shares; 2026Q2: 15,769 shares 15,769 $1.89M 0.02% -741 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,125 shares; 2024Q4: 241,319 shares; 2025Q1: 18,599 shares; 2025Q2: 18,599 shares; 2025Q3: 18,599 shares; 2025Q4: 18,599 shares; 2026Q1: 22,084 shares; 2026Q2: 22,084 shares 22,084 $1.89M 0.02% 0 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: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,756 shares; 2025Q2: 8,776 shares; 2025Q3: 8,196 shares; 2025Q4: 8,052 shares; 2026Q1: 7,826 shares; 2026Q2: 7,721 shares 7,721 $1.87M 0.02% -105 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: 523 shares; 2024Q4: 582 shares; 2025Q1: 606 shares; 2025Q2: 595 shares; 2025Q3: 582 shares; 2025Q4: 587 shares; 2026Q1: 588 shares; 2026Q2: 580 shares 580 $1.85M 0.02% -8 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,007 shares; 2024Q4: 12,987 shares; 2025Q1: 13,205 shares; 2025Q2: 11,830 shares; 2025Q3: 12,280 shares; 2025Q4: 11,847 shares; 2026Q1: 11,846 shares; 2026Q2: 11,846 shares 11,846 $1.85M 0.02% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,325 shares; 2025Q2: 15,745 shares; 2025Q3: 15,922 shares; 2025Q4: 15,924 shares; 2026Q1: 16,292 shares; 2026Q2: 16,417 shares 16,417 $1.84M 0.02% +125 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: 8,988 shares; 2024Q4: 13,475 shares; 2025Q1: 15,766 shares; 2025Q2: 14,439 shares; 2025Q3: 18,303 shares; 2025Q4: 24,101 shares; 2026Q1: 27,958 shares; 2026Q2: 36,766 shares 36,766 $1.83M 0.02% +8,808 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,032 shares; 2024Q4: 3,661 shares; 2025Q1: 3,575 shares; 2025Q2: 3,965 shares; 2025Q3: 4,045 shares; 2025Q4: 3,743 shares; 2026Q1: 3,459 shares; 2026Q2: 3,245 shares 3,245 $1.82M 0.02% -214 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 2,445 shares; 2025Q2: 2,776 shares; 2025Q3: 2,684 shares; 2025Q4: 2,701 shares; 2026Q1: 3,463 shares; 2026Q2: 20,972 shares 20,972 $1.81M 0.02% +17,509 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: 39,548 shares; 2024Q4: 40,267 shares; 2025Q1: 38,385 shares; 2025Q2: 33,057 shares; 2025Q3: 31,138 shares; 2025Q4: 30,582 shares; 2026Q1: 28,057 shares; 2026Q2: 25,131 shares 25,131 $1.8M 0.02% -2,926 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,741 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 5,046 shares; 2026Q2: 5,334 shares 5,334 $1.79M 0.02% +288 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 10,285 shares; 2025Q2: 9,263 shares; 2025Q3: 10,286 shares; 2025Q4: 10,128 shares; 2026Q1: 11,001 shares; 2026Q2: 13,029 shares 13,029 $1.78M 0.02% +2,028 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: 5,492 shares; 2025Q1: 5,980 shares; 2025Q2: 6,328 shares; 2025Q3: 6,385 shares; 2025Q4: 6,392 shares; 2026Q1: 7,018 shares; 2026Q2: 6,623 shares 6,623 $1.78M 0.02% -395 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,509 shares; 2025Q3: 65,804 shares; 2025Q4: 62,484 shares; 2026Q1: 49,027 shares; 2026Q2: 48,405 shares 48,405 $1.78M 0.02% -622 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,759 shares; 2024Q4: 28,759 shares; 2025Q1: 28,759 shares; 2025Q2: 28,759 shares; 2025Q3: 28,759 shares; 2025Q4: 28,580 shares; 2026Q1: 28,580 shares; 2026Q2: 28,580 shares 28,580 $1.74M 0.02% 0 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: not reported; 2024Q4: 1,888 shares; 2025Q1: 4,100 shares; 2025Q2: 5,147 shares; 2025Q3: 5,722 shares; 2025Q4: 4,781 shares; 2026Q1: 4,789 shares; 2026Q2: 4,659 shares 4,659 $1.74M 0.02% -130 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,198 shares; 2024Q4: 10,290 shares; 2025Q1: 8,817 shares; 2025Q2: 8,821 shares; 2025Q3: 8,866 shares; 2025Q4: 9,886 shares; 2026Q1: 9,698 shares; 2026Q2: 11,059 shares 11,059 $1.74M 0.02% +1,361 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,947 shares; 2024Q4: 14,810 shares; 2025Q1: 14,750 shares; 2025Q2: 14,462 shares; 2025Q3: 13,810 shares; 2025Q4: 13,108 shares; 2026Q1: 13,108 shares; 2026Q2: 12,945 shares 12,945 $1.7M 0.02% -163 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,231 shares; 2025Q1: 1,149 shares; 2025Q2: 1,286 shares; 2025Q3: 1,383 shares; 2025Q4: 1,370 shares; 2026Q1: 1,500 shares; 2026Q2: 1,497 shares 1,497 $1.7M 0.02% -3 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,809 shares; 2024Q4: 11,984 shares; 2025Q1: 19,603 shares; 2025Q2: 20,172 shares; 2025Q3: 22,582 shares; 2025Q4: 19,094 shares; 2026Q1: 19,229 shares; 2026Q2: 19,115 shares 19,115 $1.7M 0.02% -114 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,192 shares; 2024Q4: 55,230 shares; 2025Q1: 44,881 shares; 2025Q2: 39,117 shares; 2025Q3: 34,389 shares; 2025Q4: 25,557 shares; 2026Q1: 25,457 shares; 2026Q2: 23,564 shares 23,564 $1.69M 0.02% -1,893 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: 10,774 shares; 2024Q4: 10,770 shares; 2025Q1: 11,085 shares; 2025Q2: 11,171 shares; 2025Q3: 11,289 shares; 2025Q4: 10,847 shares; 2026Q1: 9,812 shares; 2026Q2: 9,728 shares 9,728 $1.69M 0.02% -84 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: 13,424 shares; 2024Q4: 12,647 shares; 2025Q1: 12,797 shares; 2025Q2: 13,598 shares; 2025Q3: 13,632 shares; 2025Q4: 13,757 shares; 2026Q1: 13,843 shares; 2026Q2: 13,291 shares 13,291 $1.68M 0.02% -552 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: 9,810 shares; 2024Q4: 10,533 shares; 2025Q1: 10,148 shares; 2025Q2: 11,608 shares; 2025Q3: 11,608 shares; 2025Q4: 10,984 shares; 2026Q1: 11,155 shares; 2026Q2: 11,424 shares 11,424 $1.67M 0.02% +269 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,616 shares; 2024Q4: 7,229 shares; 2025Q1: 10,029 shares; 2025Q2: 9,855 shares; 2025Q3: 9,896 shares; 2025Q4: 9,953 shares; 2026Q1: 9,751 shares; 2026Q2: 9,827 shares 9,827 $1.67M 0.02% +76 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,643 shares; 2024Q4: 11,628 shares; 2025Q1: 10,090 shares; 2025Q2: 9,316 shares; 2025Q3: 7,777 shares; 2025Q4: 7,579 shares; 2026Q1: 7,331 shares; 2026Q2: 7,247 shares 7,247 $1.66M 0.02% -84 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,103 shares; 2024Q4: 26,103 shares; 2025Q1: 26,103 shares; 2025Q2: 25,971 shares; 2025Q3: 26,545 shares; 2025Q4: 25,712 shares; 2026Q1: 25,712 shares; 2026Q2: 28,712 shares 28,712 $1.66M 0.02% +3,000 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: 5,873 shares; 2024Q4: 5,756 shares; 2025Q1: 5,655 shares; 2025Q2: 5,624 shares; 2025Q3: 5,390 shares; 2025Q4: 4,993 shares; 2026Q1: 4,051 shares; 2026Q2: 3,977 shares 3,977 $1.65M 0.02% -74 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,110 shares; 2024Q4: 63,596 shares; 2025Q1: 60,098 shares; 2025Q2: 61,795 shares; 2025Q3: 63,173 shares; 2025Q4: 61,091 shares; 2026Q1: 59,685 shares; 2026Q2: 52,307 shares 52,307 $1.65M 0.02% -7,378 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,812 shares; 2025Q1: 2,144 shares; 2025Q2: 2,548 shares; 2025Q3: 2,391 shares; 2025Q4: 2,387 shares; 2026Q1: 2,835 shares; 2026Q2: 2,847 shares 2,847 $1.64M 0.02% +12 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,131 shares; 2024Q4: 3,717 shares; 2025Q1: 3,782 shares; 2025Q2: 4,070 shares; 2025Q3: 5,185 shares; 2025Q4: 5,556 shares; 2026Q1: 4,231 shares; 2026Q2: 4,369 shares 4,369 $1.64M 0.02% +138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,963 shares; 2025Q4: 17,163 shares; 2026Q1: 16,113 shares; 2026Q2: 16,207 shares 16,207 $1.63M 0.02% +94 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: 26,755 shares; 2024Q4: 26,779 shares; 2025Q1: 26,030 shares; 2025Q2: 24,547 shares; 2025Q3: 32,856 shares; 2025Q4: 24,743 shares; 2026Q1: 30,931 shares; 2026Q2: 28,942 shares 28,942 $1.63M 0.02% -1,989 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,115 shares; 2024Q4: 77,115 shares; 2025Q1: 77,150 shares; 2025Q2: 72,150 shares; 2025Q3: 72,150 shares; 2025Q4: 35,115 shares; 2026Q1: 35,115 shares; 2026Q2: 35,115 shares 35,115 $1.6M 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,424 shares; 2024Q4: 10,754 shares; 2025Q1: 8,270 shares; 2025Q2: 8,296 shares; 2025Q3: 8,402 shares; 2025Q4: 8,322 shares; 2026Q1: 9,312 shares; 2026Q2: 9,789 shares 9,789 $1.59M 0.02% +477 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,498 shares; 2024Q4: 30,680 shares; 2025Q1: 30,186 shares; 2025Q2: 29,786 shares; 2025Q3: 29,786 shares; 2025Q4: 28,865 shares; 2026Q1: 28,865 shares; 2026Q2: 28,865 shares 28,865 $1.59M 0.02% 0 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: 2,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,208 shares; 2025Q3: 1,212 shares; 2025Q4: 3,618 shares; 2026Q1: 3,624 shares; 2026Q2: 3,627 shares 3,627 $1.59M 0.02% +3 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: 12,169 shares; 2024Q4: 14,009 shares; 2025Q1: 14,035 shares; 2025Q2: 14,000 shares; 2025Q3: 13,992 shares; 2025Q4: 14,009 shares; 2026Q1: 14,054 shares; 2026Q2: 14,025 shares 14,025 $1.58M 0.02% -29 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,918 shares; 2024Q4: 5,078 shares; 2025Q1: 5,162 shares; 2025Q2: 5,633 shares; 2025Q3: 6,070 shares; 2025Q4: 6,680 shares; 2026Q1: 6,255 shares; 2026Q2: 6,337 shares 6,337 $1.57M 0.02% +82 Timeline TIPZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 20,000 shares; 2026Q2: 30,000 shares 30,000 $1.57M 0.02% +10,000 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 2,581 shares; 2025Q3: 2,857 shares; 2025Q4: 2,940 shares; 2026Q1: 5,980 shares; 2026Q2: 6,021 shares 6,021 $1.57M 0.02% +41 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,896 shares; 2024Q4: 4,958 shares; 2025Q1: 4,956 shares; 2025Q2: 5,357 shares; 2025Q3: 5,359 shares; 2025Q4: 5,363 shares; 2026Q1: 5,297 shares; 2026Q2: 5,298 shares 5,298 $1.56M 0.02% +1 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: 3,341 shares; 2024Q4: 6,141 shares; 2025Q1: 4,725 shares; 2025Q2: 1,947 shares; 2025Q3: 3,221 shares; 2025Q4: 6,050 shares; 2026Q1: 6,729 shares; 2026Q2: 7,173 shares 7,173 $1.55M 0.02% +444 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,174 shares; 2024Q4: 3,671 shares; 2025Q1: 3,507 shares; 2025Q2: 3,606 shares; 2025Q3: 3,228 shares; 2025Q4: 3,214 shares; 2026Q1: 3,192 shares; 2026Q2: 3,381 shares 3,381 $1.55M 0.02% +189 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,658 shares; 2024Q4: 8,658 shares; 2025Q1: 8,371 shares; 2025Q2: 8,371 shares; 2025Q3: 8,446 shares; 2025Q4: 9,621 shares; 2026Q1: 9,622 shares; 2026Q2: 9,658 shares 9,658 $1.55M 0.02% +36 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 2,944 shares; 2025Q1: 4,809 shares; 2025Q2: 5,860 shares; 2025Q3: 7,639 shares; 2025Q4: 6,351 shares; 2026Q1: 10,390 shares; 2026Q2: 13,070 shares 13,070 $1.54M 0.02% +2,680 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: 19,708 shares; 2024Q4: 18,377 shares; 2025Q1: 21,020 shares; 2025Q2: 12,666 shares; 2025Q3: 13,057 shares; 2025Q4: 11,553 shares; 2026Q1: 11,771 shares; 2026Q2: 11,790 shares 11,790 $1.54M 0.02% +19 Timeline GSLC 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: 9,575 shares; 2024Q4: 9,575 shares; 2025Q1: 9,575 shares; 2025Q2: 9,797 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares; 2026Q1: 10,874 shares; 2026Q2: 10,826 shares 10,826 $1.54M 0.02% -48 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,599 shares; 2024Q4: 181,998 shares; 2025Q1: 178,021 shares; 2025Q2: 158,715 shares; 2025Q3: 146,056 shares; 2025Q4: 70,071 shares; 2026Q1: 64,922 shares; 2026Q2: 54,828 shares 54,828 $1.52M 0.02% -10,094 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: not reported; 2025Q2: 6,213 shares; 2025Q3: 6,263 shares; 2025Q4: 6,263 shares; 2026Q1: 6,164 shares; 2026Q2: 6,164 shares 6,164 $1.52M 0.02% 0 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: 2,596 shares; 2024Q4: 2,176 shares; 2025Q1: 2,929 shares; 2025Q2: 3,206 shares; 2025Q3: 2,996 shares; 2025Q4: 2,986 shares; 2026Q1: 3,223 shares; 2026Q2: 2,920 shares 2,920 $1.5M 0.02% -303 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,004 shares; 2026Q1: 12,003 shares; 2026Q2: 10,001 shares 10,001 $1.49M 0.02% -2,002 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,331 shares; 2024Q4: 5,735 shares; 2025Q1: 5,901 shares; 2025Q2: 6,045 shares; 2025Q3: 6,287 shares; 2025Q4: 4,616 shares; 2026Q1: 4,498 shares; 2026Q2: 4,507 shares 4,507 $1.49M 0.02% +9 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,908 shares; 2025Q1: 4,217 shares; 2025Q2: 4,651 shares; 2025Q3: 4,471 shares; 2025Q4: 4,733 shares; 2026Q1: 4,981 shares; 2026Q2: 5,912 shares 5,912 $1.48M 0.02% +931 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: 11,453 shares; 2024Q4: 12,014 shares; 2025Q1: 12,730 shares; 2025Q2: 8,599 shares; 2025Q3: 8,473 shares; 2025Q4: 8,411 shares; 2026Q1: 8,761 shares; 2026Q2: 8,716 shares 8,716 $1.47M 0.02% -45 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: 15,351 shares; 2024Q4: 16,085 shares; 2025Q1: 14,808 shares; 2025Q2: 14,266 shares; 2025Q3: 14,165 shares; 2025Q4: 14,198 shares; 2026Q1: 13,691 shares; 2026Q2: 13,150 shares 13,150 $1.47M 0.02% -541 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: 174,490 shares; 2024Q4: 168,771 shares; 2025Q1: 167,213 shares; 2025Q2: 144,772 shares; 2025Q3: 121,810 shares; 2025Q4: 90,142 shares; 2026Q1: 84,977 shares; 2026Q2: 59,738 shares 59,738 $1.47M 0.02% -25,239 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,906 shares; 2024Q4: 7,508 shares; 2025Q1: 19,364 shares; 2025Q2: 18,788 shares; 2025Q3: 20,778 shares; 2025Q4: 22,245 shares; 2026Q1: 19,232 shares; 2026Q2: 19,003 shares 19,003 $1.46M 0.02% -229 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,637 shares; 2024Q4: 9,255 shares; 2025Q1: 9,380 shares; 2025Q2: 9,458 shares; 2025Q3: 9,440 shares; 2025Q4: 9,092 shares; 2026Q1: 9,051 shares; 2026Q2: 9,101 shares 9,101 $1.45M 0.02% +50 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487 $1.44M 0.02% new 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: 23,188 shares; 2024Q4: 22,888 shares; 2025Q1: 22,318 shares; 2025Q2: 22,414 shares; 2025Q3: 20,945 shares; 2025Q4: 20,548 shares; 2026Q1: 20,444 shares; 2026Q2: 19,891 shares 19,891 $1.43M 0.02% -553 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,527 shares; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 40,933 shares; 2025Q3: 40,933 shares; 2025Q4: 34,406 shares; 2026Q1: 34,406 shares; 2026Q2: 34,406 shares 34,406 $1.41M 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,595 shares; 2024Q4: 24,725 shares; 2025Q1: 35,075 shares; 2025Q2: 23,383 shares; 2025Q3: 15,973 shares; 2025Q4: 13,692 shares; 2026Q1: 11,810 shares; 2026Q2: 11,903 shares 11,903 $1.4M 0.02% +93 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,939 shares; 2024Q4: 58,939 shares; 2025Q1: 58,939 shares; 2025Q2: 58,939 shares; 2025Q3: 58,939 shares; 2025Q4: 58,939 shares; 2026Q1: 58,939 shares; 2026Q2: 58,939 shares 58,939 $1.4M 0.02% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,360 shares; 2026Q2: 52,360 shares 52,360 $1.38M 0.02% 0 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: 18,676 shares; 2024Q4: 17,022 shares; 2025Q1: 16,366 shares; 2025Q2: 15,588 shares; 2025Q3: 15,506 shares; 2025Q4: 15,568 shares; 2026Q1: 16,465 shares; 2026Q2: 16,464 shares 16,464 $1.37M 0.01% -1 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 19,055 shares; 2025Q3: 19,027 shares; 2025Q4: 18,843 shares; 2026Q1: 18,843 shares; 2026Q2: 18,843 shares 18,843 $1.37M 0.01% 0 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 12,035 shares; 2025Q2: 10,860 shares; 2025Q3: 10,511 shares; 2025Q4: 10,146 shares; 2026Q1: 8,722 shares; 2026Q2: 8,697 shares 8,697 $1.35M 0.01% -25 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: 6,405 shares; 2024Q4: 6,873 shares; 2025Q1: 33,988 shares; 2025Q2: 31,816 shares; 2025Q3: 36,150 shares; 2025Q4: 35,914 shares; 2026Q1: 24,865 shares; 2026Q2: 24,865 shares 24,865 $1.35M 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,257 shares; 2024Q4: 2,128 shares; 2025Q1: 3,464 shares; 2025Q2: 3,062 shares; 2025Q3: 3,046 shares; 2025Q4: 2,997 shares; 2026Q1: 3,499 shares; 2026Q2: 3,674 shares 3,674 $1.34M 0.01% +175 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 3,927 shares; 2025Q1: 4,094 shares; 2025Q2: 4,299 shares; 2025Q3: 4,330 shares; 2025Q4: 4,476 shares; 2026Q1: 4,334 shares; 2026Q2: 5,824 shares 5,824 $1.34M 0.01% +1,490 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,511 shares; 2024Q4: 7,341 shares; 2025Q1: 6,040 shares; 2025Q2: 5,529 shares; 2025Q3: 5,661 shares; 2025Q4: 5,660 shares; 2026Q1: 5,516 shares; 2026Q2: 5,653 shares 5,653 $1.33M 0.01% +137 Timeline GDXJ 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: 15,065 shares; 2024Q4: 10,065 shares; 2025Q1: 11,691 shares; 2025Q2: 13,510 shares; 2025Q3: 13,510 shares; 2025Q4: 13,510 shares; 2026Q1: 13,510 shares; 2026Q2: 13,510 shares 13,510 $1.33M 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares; 2025Q4: 6,342 shares; 2026Q1: 6,342 shares; 2026Q2: 5,977 shares 5,977 $1.31M 0.01% -365 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: 5,860 shares; 2025Q2: 5,850 shares; 2025Q3: 6,325 shares; 2025Q4: 6,388 shares; 2026Q1: 3,884 shares; 2026Q2: 3,401 shares 3,401 $1.29M 0.01% -483 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: not reported; 2024Q4: not reported; 2025Q1: 31,120 shares; 2025Q2: 28,420 shares; 2025Q3: 19,139 shares; 2025Q4: 15,246 shares; 2026Q1: 13,926 shares; 2026Q2: 13,834 shares 13,834 $1.29M 0.01% -92 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: 6,339 shares; 2024Q4: 6,606 shares; 2025Q1: 8,308 shares; 2025Q2: 7,799 shares; 2025Q3: 7,600 shares; 2025Q4: 7,800 shares; 2026Q1: 5,839 shares; 2026Q2: 6,387 shares 6,387 $1.29M 0.01% +548 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: 29,957 shares; 2024Q4: 28,448 shares; 2025Q1: 33,323 shares; 2025Q2: 34,336 shares; 2025Q3: 36,336 shares; 2025Q4: 35,261 shares; 2026Q1: 34,365 shares; 2026Q2: 34,365 shares 34,365 $1.26M 0.01% 0 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: 6,797 shares; 2026Q2: 6,755 shares 6,755 $1.26M 0.01% -42 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: 12,883 shares; 2024Q4: 12,139 shares; 2025Q1: 12,473 shares; 2025Q2: 12,930 shares; 2025Q3: 11,903 shares; 2025Q4: 9,901 shares; 2026Q1: 7,800 shares; 2026Q2: 7,563 shares 7,563 $1.26M 0.01% -237 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: 12,967 shares; 2024Q4: 12,869 shares; 2025Q1: 12,654 shares; 2025Q2: 13,605 shares; 2025Q3: 13,843 shares; 2025Q4: 8,761 shares; 2026Q1: 8,675 shares; 2026Q2: 8,660 shares 8,660 $1.25M 0.01% -15 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: 7,356 shares; 2024Q4: 7,789 shares; 2025Q1: 9,103 shares; 2025Q2: 9,655 shares; 2025Q3: 11,479 shares; 2025Q4: 6,935 shares; 2026Q1: 17,272 shares; 2026Q2: 16,820 shares 16,820 $1.25M 0.01% -452 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $1.25M 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 977 shares; 2025Q1: 979 shares; 2025Q2: 988 shares; 2025Q3: 1,012 shares; 2025Q4: 1,036 shares; 2026Q1: 1,193 shares; 2026Q2: 1,041 shares 1,041 $1.24M 0.01% -152 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,605 shares; 2024Q4: 24,527 shares; 2025Q1: 24,527 shares; 2025Q2: 24,638 shares; 2025Q3: 24,589 shares; 2025Q4: 20,475 shares; 2026Q1: 19,683 shares; 2026Q2: 19,240 shares 19,240 $1.24M 0.01% -443 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,309 shares; 2024Q4: 23,730 shares; 2025Q1: 28,704 shares; 2025Q2: 26,824 shares; 2025Q3: 24,410 shares; 2025Q4: 17,266 shares; 2026Q1: 16,367 shares; 2026Q2: 8,105 shares 8,105 $1.23M 0.01% -8,262 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,568 shares; 2024Q4: 7,968 shares; 2025Q1: 7,961 shares; 2025Q2: 9,421 shares; 2025Q3: 12,618 shares; 2025Q4: 12,730 shares; 2026Q1: 12,717 shares; 2026Q2: 12,781 shares 12,781 $1.22M 0.01% +64 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: 15,982 shares; 2026Q1: 16,467 shares; 2026Q2: 15,689 shares 15,689 $1.22M 0.01% -778 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: 30,019 shares; 2024Q4: 32,207 shares; 2025Q1: 46,612 shares; 2025Q2: 49,283 shares; 2025Q3: 42,190 shares; 2025Q4: 42,051 shares; 2026Q1: 38,361 shares; 2026Q2: 38,431 shares 38,431 $1.21M 0.01% +70 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: 8,289 shares; 2024Q4: 8,995 shares; 2025Q1: 9,259 shares; 2025Q2: 9,224 shares; 2025Q3: 9,225 shares; 2025Q4: 9,197 shares; 2026Q1: 9,208 shares; 2026Q2: 6,735 shares 6,735 $1.2M 0.01% -2,473 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: 11,400 shares; 2024Q4: 34,200 shares; 2025Q1: 34,200 shares; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 34,200 shares; 2026Q1: 32,170 shares; 2026Q2: 32,170 shares 32,170 $1.19M 0.01% 0 Timeline TBLL 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: 11,471 shares; 2024Q4: 9,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,585 shares; 2025Q4: 11,227 shares; 2026Q1: 11,227 shares; 2026Q2: 11,227 shares 11,227 $1.19M 0.01% 0 Timeline PZA 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: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $1.18M 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,461 shares; 2024Q4: 29,001 shares; 2025Q1: 28,508 shares; 2025Q2: 28,683 shares; 2025Q3: 28,054 shares; 2025Q4: 22,695 shares; 2026Q1: 22,131 shares; 2026Q2: 20,241 shares 20,241 $1.17M 0.01% -1,890 Timeline VYGR VOYAGER THERAPEUTICS INC More: the full row for VOYAGER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,397 shares; 2024Q4: 259,397 shares; 2025Q1: 259,397 shares; 2025Q2: 259,397 shares; 2025Q3: 334,397 shares; 2025Q4: 334,397 shares; 2026Q1: 334,397 shares; 2026Q2: 334,397 shares 334,397 $1.17M 0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,472 shares; 2024Q4: 2,449 shares; 2025Q1: 4,142 shares; 2025Q2: 4,402 shares; 2025Q3: 4,601 shares; 2025Q4: 3,942 shares; 2026Q1: 3,952 shares; 2026Q2: 3,505 shares 3,505 $1.17M 0.01% -447 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,840 shares; 2024Q4: 28,840 shares; 2025Q1: 28,840 shares; 2025Q2: 28,840 shares; 2025Q3: 28,840 shares; 2025Q4: 28,840 shares; 2026Q1: 28,840 shares; 2026Q2: 28,840 shares 28,840 $1.17M 0.01% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 14,507 shares; 2025Q2: 13,967 shares; 2025Q3: 14,467 shares; 2025Q4: 13,930 shares; 2026Q1: 11,689 shares; 2026Q2: 12,863 shares 12,863 $1.16M 0.01% +1,174 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,939 shares; 2025Q1: 2,734 shares; 2025Q2: 2,799 shares; 2025Q3: 2,849 shares; 2025Q4: 2,820 shares; 2026Q1: 2,941 shares; 2026Q2: 2,944 shares 2,944 $1.15M 0.01% +3 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,990 shares; 2025Q3: 11,890 shares; 2025Q4: 13,906 shares; 2026Q1: 13,906 shares; 2026Q2: 14,087 shares 14,087 $1.13M 0.01% +181 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: 11,033 shares; 2024Q4: 12,092 shares; 2025Q1: 11,041 shares; 2025Q2: 10,051 shares; 2025Q3: 10,917 shares; 2025Q4: 8,812 shares; 2026Q1: 8,846 shares; 2026Q2: 8,737 shares 8,737 $1.13M 0.01% -109 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,868 shares; 2024Q4: 14,868 shares; 2025Q1: 14,868 shares; 2025Q2: 14,868 shares; 2025Q3: 14,868 shares; 2025Q4: 14,868 shares; 2026Q1: 40,573 shares; 2026Q2: 50,759 shares 50,759 $1.13M 0.01% +10,186 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,200 shares; 2024Q4: 13,217 shares; 2025Q1: 13,574 shares; 2025Q2: 10,555 shares; 2025Q3: 10,856 shares; 2025Q4: 10,979 shares; 2026Q1: 10,993 shares; 2026Q2: 12,150 shares 12,150 $1.13M 0.01% +1,157 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,701 shares; 2024Q4: 10,851 shares; 2025Q1: 11,222 shares; 2025Q2: 16,022 shares; 2025Q3: 15,892 shares; 2025Q4: 15,027 shares; 2026Q1: 12,607 shares; 2026Q2: 11,857 shares 11,857 $1.12M 0.01% -750 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: 5,899 shares; 2024Q4: 5,899 shares; 2025Q1: 28,192 shares; 2025Q2: 26,788 shares; 2025Q3: 25,780 shares; 2025Q4: 21,755 shares; 2026Q1: 22,241 shares; 2026Q2: 20,015 shares 20,015 $1.11M 0.01% -2,226 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810 shares; 2024Q4: 16,810 shares; 2025Q1: 19,910 shares; 2025Q2: 18,759 shares; 2025Q3: 18,759 shares; 2025Q4: 20,759 shares; 2026Q1: 20,759 shares; 2026Q2: 20,759 shares 20,759 $1.11M 0.01% 0 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: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,416 shares; 2025Q2: 1,365 shares; 2025Q3: 1,391 shares; 2025Q4: 1,161 shares; 2026Q1: 1,071 shares; 2026Q2: 1,055 shares 1,055 $1.1M 0.01% -16 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,205 shares; 2025Q1: 5,145 shares; 2025Q2: 5,110 shares; 2025Q3: 5,040 shares; 2025Q4: 4,985 shares; 2026Q1: 4,860 shares; 2026Q2: 4,783 shares 4,783 $1.09M 0.01% -77 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 10,136 shares; 2025Q1: 14,233 shares; 2025Q2: 14,703 shares; 2025Q3: 13,802 shares; 2025Q4: 10,948 shares; 2026Q1: 11,359 shares; 2026Q2: 10,491 shares 10,491 $1.09M 0.01% -868 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,184 shares; 2025Q2: 30,459 shares; 2025Q3: 29,734 shares; 2025Q4: 26,407 shares; 2026Q1: 26,407 shares; 2026Q2: 26,407 shares 26,407 $1.08M 0.01% 0 Timeline VONV 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: 13,225 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,225 shares; 2025Q3: 11,945 shares; 2025Q4: 11,945 shares; 2026Q1: 10,990 shares; 2026Q2: 10,128 shares 10,128 $1.08M 0.01% -862 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: not reported; 2024Q4: 6,430 shares; 2025Q1: 4,613 shares; 2025Q2: 13,682 shares; 2025Q3: 13,666 shares; 2025Q4: 14,661 shares; 2026Q1: 14,607 shares; 2026Q2: 14,611 shares 14,611 $1.07M 0.01% +4 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,169 shares; 2024Q4: 13,669 shares; 2025Q1: 13,791 shares; 2025Q2: 14,009 shares; 2025Q3: 14,378 shares; 2025Q4: 14,032 shares; 2026Q1: 13,995 shares; 2026Q2: 13,996 shares 13,996 $1.07M 0.01% +1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,270 shares; 2024Q4: 22,102 shares; 2025Q1: 21,813 shares; 2025Q2: 20,037 shares; 2025Q3: 18,646 shares; 2025Q4: 11,862 shares; 2026Q1: 9,873 shares; 2026Q2: 8,767 shares 8,767 $1.06M 0.01% -1,106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,223 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares; 2026Q2: 1,716 shares 1,716 $1.06M 0.01% -477 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: 2,832 shares; 2024Q4: 3,143 shares; 2025Q1: 2,890 shares; 2025Q2: 3,321 shares; 2025Q3: 3,290 shares; 2025Q4: 3,397 shares; 2026Q1: 3,523 shares; 2026Q2: 4,765 shares 4,765 $1.05M 0.01% +1,242 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: 3,294 shares; 2024Q4: 3,443 shares; 2025Q1: 3,435 shares; 2025Q2: 3,535 shares; 2025Q3: 3,719 shares; 2025Q4: 3,725 shares; 2026Q1: 3,801 shares; 2026Q2: 3,307 shares 3,307 $1.04M 0.01% -494 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,514 shares; 2024Q4: 13,567 shares; 2025Q1: 13,300 shares; 2025Q2: 13,466 shares; 2025Q3: 13,496 shares; 2025Q4: 13,533 shares; 2026Q1: 13,576 shares; 2026Q2: 13,569 shares 13,569 $1.04M 0.01% -7 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 1,428 shares; 2026Q2: 4,195 shares 4,195 $1.03M 0.01% +2,767 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: 23,623 shares; 2025Q4: 24,233 shares; 2026Q1: 24,233 shares; 2026Q2: 24,233 shares 24,233 $1.03M 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,972 shares; 2024Q4: 70,486 shares; 2025Q1: 69,090 shares; 2025Q2: 50,240 shares; 2025Q3: 50,240 shares; 2025Q4: 50,240 shares; 2026Q1: 49,290 shares; 2026Q2: 49,290 shares 49,290 $1.01M 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,686 shares; 2024Q4: 14,954 shares; 2025Q1: 10,772 shares; 2025Q2: 10,748 shares; 2025Q3: 10,814 shares; 2025Q4: 10,677 shares; 2026Q1: 10,662 shares; 2026Q2: 11,137 shares 11,137 $1.01M 0.01% +475 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 24,881 shares; 2026Q1: 39,600 shares; 2026Q2: 63,897 shares 63,897 $1.01M 0.01% +24,297 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,072 shares; 2024Q4: 30,717 shares; 2025Q1: 32,950 shares; 2025Q2: 33,132 shares; 2025Q3: 33,248 shares; 2025Q4: 33,205 shares; 2026Q1: 34,785 shares; 2026Q2: 35,087 shares 35,087 $1M 0.01% +302 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,868 shares 4,868 $1M 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 516 shares; 2025Q1: 537 shares; 2025Q2: 597 shares; 2025Q3: 709 shares; 2025Q4: 714 shares; 2026Q1: 716 shares; 2026Q2: 723 shares 723 $999K 0.01% +7 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: not reported; 2024Q4: 530 shares; 2025Q1: 537 shares; 2025Q2: 1,046 shares; 2025Q3: 1,123 shares; 2025Q4: 1,124 shares; 2026Q1: 1,137 shares; 2026Q2: 1,248 shares 1,248 $992K 0.01% +111 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,185 shares; 2024Q4: 14,216 shares; 2025Q1: 17,776 shares; 2025Q2: 16,647 shares; 2025Q3: 26,927 shares; 2025Q4: 20,887 shares; 2026Q1: 28,518 shares; 2026Q2: 40,962 shares 40,962 $981K 0.01% +12,444 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: 11,080 shares; 2024Q4: 11,287 shares; 2025Q1: 11,176 shares; 2025Q2: 11,515 shares; 2025Q3: 11,788 shares; 2025Q4: 10,062 shares; 2026Q1: 10,422 shares; 2026Q2: 7,727 shares 7,727 $978K 0.01% -2,695 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: not reported; 2024Q4: not reported; 2025Q1: 3,880 shares; 2025Q2: 3,880 shares; 2025Q3: 4,424 shares; 2025Q4: 4,239 shares; 2026Q1: 4,538 shares; 2026Q2: 3,980 shares 3,980 $976K 0.01% -558 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: not reported; 2026Q2: 3,073 shares 3,073 $976K 0.01% new Timeline GAP GAP INC More: the full row for GAP 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: 80,229 shares; 2025Q4: 80,268 shares; 2026Q1: 80,879 shares; 2026Q2: 52,231 shares 52,231 $976K 0.01% -28,648 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,185 shares; 2025Q2: 37,595 shares; 2025Q3: 37,595 shares; 2025Q4: 36,045 shares; 2026Q1: 28,394 shares; 2026Q2: 20,376 shares 20,376 $973K 0.01% -8,018 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,587 shares; 2024Q4: 4,731 shares; 2025Q1: 4,018 shares; 2025Q2: 4,049 shares; 2025Q3: 3,679 shares; 2025Q4: 3,515 shares; 2026Q1: 3,506 shares; 2026Q2: 3,436 shares 3,436 $966K 0.01% -70 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,794 shares; 2025Q1: 16,794 shares; 2025Q2: 16,794 shares; 2025Q3: 16,794 shares; 2025Q4: 16,794 shares; 2026Q1: 16,794 shares; 2026Q2: 16,794 shares 16,794 $957K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,017 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,790 shares; 2026Q1: 1,669 shares; 2026Q2: 1,485 shares 1,485 $956K 0.01% -184 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,709 shares; 2024Q4: 29,179 shares; 2025Q1: 36,468 shares; 2025Q2: 38,627 shares; 2025Q3: 39,929 shares; 2025Q4: 26,669 shares; 2026Q1: 23,840 shares; 2026Q2: 18,994 shares 18,994 $932K 0.01% -4,846 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 2,463 shares; 2025Q1: 2,673 shares; 2025Q2: 3,377 shares; 2025Q3: 3,513 shares; 2025Q4: 3,649 shares; 2026Q1: 3,516 shares; 2026Q2: 3,286 shares 3,286 $930K 0.01% -230 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,330 shares; 2024Q4: 9,330 shares; 2025Q1: 9,330 shares; 2025Q2: 9,330 shares; 2025Q3: 9,330 shares; 2025Q4: 9,330 shares; 2026Q1: 9,330 shares; 2026Q2: 20,210 shares 20,210 $919K 0.01% +10,880 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares; 2026Q2: 1,634 shares 1,634 $918K 0.01% +779 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,304 shares; 2024Q4: 30,537 shares; 2025Q1: 30,537 shares; 2025Q2: 30,537 shares; 2025Q3: 30,537 shares; 2025Q4: 30,537 shares; 2026Q1: 17,837 shares; 2026Q2: 17,837 shares 17,837 $911K 0.01% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 6,110 shares; 2025Q4: 5,999 shares; 2026Q1: 5,910 shares; 2026Q2: 5,620 shares 5,620 $910K 0.01% -290 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,176 shares; 2024Q4: 2,837 shares; 2025Q1: 7,500 shares; 2025Q2: 6,724 shares; 2025Q3: 6,785 shares; 2025Q4: 6,722 shares; 2026Q1: 6,372 shares; 2026Q2: 4,270 shares 4,270 $899K 0.01% -2,102 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: 2,557 shares; 2024Q4: 3,098 shares; 2025Q1: 2,674 shares; 2025Q2: 2,481 shares; 2025Q3: 2,505 shares; 2025Q4: 2,526 shares; 2026Q1: 2,558 shares; 2026Q2: 2,558 shares 2,558 $895K 0.01% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,181 shares; 2025Q2: 30,307 shares; 2025Q3: 30,307 shares; 2025Q4: 32,843 shares; 2026Q1: 31,965 shares; 2026Q2: 31,991 shares 31,991 $895K 0.01% +26 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,946 shares; 2024Q4: 5,945 shares; 2025Q1: 6,014 shares; 2025Q2: 5,799 shares; 2025Q3: 5,921 shares; 2025Q4: 5,760 shares; 2026Q1: 5,867 shares; 2026Q2: 5,610 shares 5,610 $890K 0.01% -257 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: 17,638 shares; 2024Q4: 14,616 shares; 2025Q1: 15,820 shares; 2025Q2: 16,400 shares; 2025Q3: 17,019 shares; 2025Q4: 16,960 shares; 2026Q1: 16,915 shares; 2026Q2: 16,917 shares 16,917 $887K 0.01% +2 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,327 shares; 2026Q2: 5,801 shares 5,801 $883K 0.01% +2,474 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,619 shares; 2024Q4: 8,087 shares; 2025Q1: 8,043 shares; 2025Q2: 6,579 shares; 2025Q3: 6,579 shares; 2025Q4: 12,310 shares; 2026Q1: 14,429 shares; 2026Q2: 17,325 shares 17,325 $881K 0.01% +2,896 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,955 shares; 2025Q2: 15,440 shares; 2025Q3: 20,080 shares; 2025Q4: 19,825 shares; 2026Q1: 19,881 shares; 2026Q2: 19,059 shares 19,059 $876K 0.01% -822 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,136 shares; 2024Q4: 15,250 shares; 2025Q1: 17,322 shares; 2025Q2: 20,003 shares; 2025Q3: 19,813 shares; 2025Q4: 20,577 shares; 2026Q1: 19,259 shares; 2026Q2: 13,507 shares 13,507 $866K 0.01% -5,752 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,076 shares; 2026Q1: 35,076 shares; 2026Q2: 35,076 shares 35,076 $865K 0.01% 0 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: 7,091 shares; 2026Q2: 8,568 shares 8,568 $864K 0.01% +1,477 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: 4,662 shares; 2024Q4: 5,327 shares; 2025Q1: 5,084 shares; 2025Q2: 5,540 shares; 2025Q3: 6,279 shares; 2025Q4: 5,635 shares; 2026Q1: 5,635 shares; 2026Q2: 3,942 shares 3,942 $861K 0.01% -1,693 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 4,470 shares; 2026Q1: 4,839 shares; 2026Q2: 5,292 shares 5,292 $859K 0.01% +453 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP 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: 9,690 shares; 2026Q2: 23,330 shares 23,330 $858K 0.01% +13,640 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,842 shares; 2024Q4: 9,766 shares; 2025Q1: 10,283 shares; 2025Q2: 10,378 shares; 2025Q3: 10,432 shares; 2025Q4: 10,921 shares; 2026Q1: 11,005 shares; 2026Q2: 10,881 shares 10,881 $858K 0.01% -124 Timeline URA 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: 16,912 shares; 2024Q4: 19,607 shares; 2025Q1: 19,607 shares; 2025Q2: 19,607 shares; 2025Q3: 19,607 shares; 2025Q4: 19,607 shares; 2026Q1: 19,607 shares; 2026Q2: 19,607 shares 19,607 $857K 0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,733 shares; 2024Q4: 1,860 shares; 2025Q1: 2,436 shares; 2025Q2: 3,325 shares; 2025Q3: 3,523 shares; 2025Q4: 3,801 shares; 2026Q1: 3,366 shares; 2026Q2: 3,040 shares 3,040 $856K 0.01% -326 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: 14,245 shares; 2025Q1: 21,134 shares; 2025Q2: 18,025 shares; 2025Q3: 19,373 shares; 2025Q4: 25,005 shares; 2026Q1: 30,768 shares; 2026Q2: 36,889 shares 36,889 $850K 0.01% +6,121 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,633 shares 39,633 $850K 0.01% new 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: 1,929 shares; 2025Q1: 2,201 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,262 shares; 2026Q1: 7,550 shares; 2026Q2: 7,604 shares 7,604 $846K 0.01% +54 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,358 shares; 2024Q4: 5,358 shares; 2025Q1: 11,209 shares; 2025Q2: 9,972 shares; 2025Q3: 9,690 shares; 2025Q4: 9,625 shares; 2026Q1: 7,849 shares; 2026Q2: 7,045 shares 7,045 $838K 0.01% -804 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,622 shares; 2025Q1: 40,279 shares; 2025Q2: 38,710 shares; 2025Q3: 46,602 shares; 2025Q4: 43,644 shares; 2026Q1: 41,735 shares; 2026Q2: 56,777 shares 56,777 $832K 0.01% +15,042 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: not reported; 2025Q4: 578 shares; 2026Q1: 2,706 shares; 2026Q2: 2,210 shares 2,210 $829K 0.01% -496 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,655 shares; 2024Q4: 2,121 shares; 2025Q1: 2,096 shares; 2025Q2: 2,358 shares; 2025Q3: 2,421 shares; 2025Q4: 2,295 shares; 2026Q1: 2,229 shares; 2026Q2: 2,140 shares 2,140 $828K 0.01% -89 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,480 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares; 2026Q2: 3,936 shares 3,936 $821K 0.01% +177 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $819K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 2,067 shares; 2025Q2: 2,393 shares; 2025Q3: 2,198 shares; 2025Q4: 1,704 shares; 2026Q1: 1,704 shares; 2026Q2: 1,541 shares 1,541 $816K 0.01% -163 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $810K 0.01% 0 TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,037 shares; 2026Q1: 4,067 shares; 2026Q2: 4,018 shares 4,018 $809K 0.01% -49 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: 8,665 shares; 2024Q4: 8,965 shares; 2025Q1: 12,387 shares; 2025Q2: 9,538 shares; 2025Q3: 9,538 shares; 2025Q4: 6,284 shares; 2026Q1: 5,984 shares; 2026Q2: 5,877 shares 5,877 $808K 0.01% -107 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: 3,328 shares; 2024Q4: 3,416 shares; 2025Q1: 3,068 shares; 2025Q2: 2,997 shares; 2025Q3: 2,925 shares; 2025Q4: 2,225 shares; 2026Q1: 2,150 shares; 2026Q2: 2,683 shares 2,683 $802K 0.01% +533 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: 18,259 shares; 2024Q4: 16,769 shares; 2025Q1: 15,887 shares; 2025Q2: 13,525 shares; 2025Q3: 12,584 shares; 2025Q4: 11,384 shares; 2026Q1: 10,213 shares; 2026Q2: 9,958 shares 9,958 $800K 0.01% -255 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: 2,268 shares; 2024Q4: 3,013 shares; 2025Q1: 14,231 shares; 2025Q2: 13,616 shares; 2025Q3: 14,057 shares; 2025Q4: 13,518 shares; 2026Q1: 13,558 shares; 2026Q2: 6,374 shares 6,374 $798K 0.01% -7,184 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,146 shares; 2024Q4: 7,063 shares; 2025Q1: 4,712 shares; 2025Q2: 4,880 shares; 2025Q3: 5,083 shares; 2025Q4: 5,131 shares; 2026Q1: 4,732 shares; 2026Q2: 4,123 shares 4,123 $797K 0.01% -609 Timeline SIL 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: 21,480 shares; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares; 2026Q1: 10,270 shares; 2026Q2: 10,270 shares 10,270 $796K 0.01% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM 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: 7,311 shares; 2026Q1: 9,040 shares; 2026Q2: 11,832 shares 11,832 $794K 0.01% +2,792 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,056 shares; 2026Q1: 32,780 shares; 2026Q2: 32,780 shares 32,780 $791K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,654 shares; 2025Q2: 2,448 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares; 2026Q1: 2,188 shares; 2026Q2: 2,188 shares 2,188 $789K 0.01% 0 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: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,245 shares; 2025Q2: 3,166 shares; 2025Q3: 3,638 shares; 2025Q4: 3,694 shares; 2026Q1: 3,733 shares; 2026Q2: 3,699 shares 3,699 $788K 0.01% -34 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,283 shares; 2025Q1: 19,481 shares; 2025Q2: 17,692 shares; 2025Q3: 13,523 shares; 2025Q4: 16,523 shares; 2026Q1: 24,548 shares; 2026Q2: 30,711 shares 30,711 $787K 0.01% +6,163 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: 9,958 shares; 2024Q4: 10,723 shares; 2025Q1: 11,971 shares; 2025Q2: 5,274 shares; 2025Q3: 6,603 shares; 2025Q4: 7,077 shares; 2026Q1: 9,656 shares; 2026Q2: 9,505 shares 9,505 $786K 0.01% -151 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,910 shares; 2024Q4: 3,269 shares; 2025Q1: 3,292 shares; 2025Q2: 2,969 shares; 2025Q3: 3,111 shares; 2025Q4: 3,110 shares; 2026Q1: 3,091 shares; 2026Q2: 3,071 shares 3,071 $785K 0.01% -20 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,751 shares; 2024Q4: 36,179 shares; 2025Q1: 32,841 shares; 2025Q2: 28,233 shares; 2025Q3: 28,233 shares; 2025Q4: 26,773 shares; 2026Q1: 26,773 shares; 2026Q2: 26,773 shares 26,773 $781K 0.01% 0 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,662 shares; 2025Q2: 25,067 shares; 2025Q3: 30,400 shares; 2025Q4: 32,785 shares; 2026Q1: 33,080 shares; 2026Q2: 44,639 shares 44,639 $781K 0.01% +11,559 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,698 shares; 2025Q4: 2,143 shares; 2026Q1: 2,327 shares; 2026Q2: 2,471 shares 2,471 $781K 0.01% +144 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,565 shares; 2025Q1: 2,198 shares; 2025Q2: 11,607 shares; 2025Q3: 11,633 shares; 2025Q4: 12,466 shares; 2026Q1: 9,881 shares; 2026Q2: 8,904 shares 8,904 $775K 0.01% -977 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: 2,232 shares; 2024Q4: 2,262 shares; 2025Q1: 2,178 shares; 2025Q2: 2,347 shares; 2025Q3: 2,547 shares; 2025Q4: 2,567 shares; 2026Q1: 3,816 shares; 2026Q2: 3,860 shares 3,860 $774K 0.01% +44 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,948 shares; 2025Q2: 4,725 shares; 2025Q3: 4,616 shares; 2025Q4: 4,353 shares; 2026Q1: 4,239 shares; 2026Q2: 3,595 shares 3,595 $762K 0.01% -644 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,458 shares; 2024Q4: 6,618 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,711 shares; 2025Q4: 8,186 shares; 2026Q1: 8,186 shares; 2026Q2: 8,456 shares 8,456 $760K 0.01% +270 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,535 shares; 2025Q1: 19,927 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,287 shares; 2026Q2: 50,633 shares 50,633 $756K 0.01% +16,346 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 4,087 shares; 2025Q2: 4,985 shares; 2025Q3: 7,762 shares; 2025Q4: 7,641 shares; 2026Q1: 6,218 shares; 2026Q2: 5,292 shares 5,292 $755K 0.01% -926 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,992 shares; 2026Q1: 9,996 shares; 2026Q2: 10,098 shares 10,098 $755K 0.01% +102 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,638 shares; 2024Q4: 17,638 shares; 2025Q1: 17,638 shares; 2025Q2: 17,638 shares; 2025Q3: 17,638 shares; 2025Q4: 17,638 shares; 2026Q1: 14,138 shares; 2026Q2: 14,138 shares 14,138 $754K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,111 shares; 2026Q1: 4,889 shares; 2026Q2: 4,617 shares 4,617 $754K 0.01% -272 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: 12,215 shares; 2024Q4: 10,285 shares; 2025Q1: 10,192 shares; 2025Q2: 9,963 shares; 2025Q3: 6,973 shares; 2025Q4: 5,539 shares; 2026Q1: 5,154 shares; 2026Q2: 4,993 shares 4,993 $750K 0.01% -161 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,345 shares; 2024Q4: 5,908 shares; 2025Q1: 7,945 shares; 2025Q2: 8,280 shares; 2025Q3: 8,442 shares; 2025Q4: 7,371 shares; 2026Q1: 7,408 shares; 2026Q2: 7,482 shares 7,482 $749K 0.01% +74 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,780 shares; 2025Q2: 9,980 shares; 2025Q3: 9,980 shares; 2025Q4: 9,845 shares; 2026Q1: 9,845 shares; 2026Q2: 9,845 shares 9,845 $748K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,501 shares; 2024Q4: 11,540 shares; 2025Q1: 9,598 shares; 2025Q2: 9,584 shares; 2025Q3: 9,584 shares; 2025Q4: 10,421 shares; 2026Q1: 10,732 shares; 2026Q2: 13,152 shares 13,152 $743K 0.01% +2,420 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,045 shares; 2024Q4: 8,420 shares; 2025Q1: 8,420 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares; 2026Q1: 8,420 shares; 2026Q2: 8,420 shares 8,420 $742K 0.01% 0 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: 3,526 shares; 2025Q2: 3,192 shares; 2025Q3: 2,115 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares; 2026Q2: 884 shares 884 $742K 0.01% -914 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,443 shares; 2024Q4: not reported; 2025Q1: 7,901 shares; 2025Q2: 11,651 shares; 2025Q3: 11,195 shares; 2025Q4: 10,585 shares; 2026Q1: 10,081 shares; 2026Q2: 10,222 shares 10,222 $740K 0.01% +141 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,252 shares; 2025Q2: 27,252 shares; 2025Q3: 6,107 shares; 2025Q4: 6,107 shares; 2026Q1: 5,571 shares; 2026Q2: 5,541 shares 5,541 $738K 0.01% -30 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 1,625 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares; 2026Q2: 1,730 shares 1,730 $733K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,147 shares; 2026Q2: 10,515 shares 10,515 $728K 0.01% +368 Timeline