IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,006,890 shares; 2024Q4: 5,046,206 shares; 2025Q1: 4,908,369 shares; 2025Q2: 4,817,814 shares; 2025Q3: 4,577,231 shares; 2025Q4: 4,550,074 shares; 2026Q1: 4,522,656 shares; 2026Q2: 3,425,577 shares 3,425,577 $996M 14.89% -1,097,079 Timeline DFAL DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,694,094 shares 9,694,094 $488M 7.3% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,314,185 shares; 2024Q4: 5,770,716 shares; 2025Q1: 5,842,083 shares; 2025Q2: 6,207,939 shares; 2025Q3: 5,906,356 shares; 2025Q4: 5,983,534 shares; 2026Q1: 5,928,034 shares; 2026Q2: 4,514,061 shares 4,514,061 $475M 7.1% -1,413,973 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559,610 shares; 2024Q4: 2,570,252 shares; 2025Q1: 2,621,658 shares; 2025Q2: 2,618,967 shares; 2025Q3: 2,698,999 shares; 2025Q4: 2,732,375 shares; 2026Q1: 2,666,348 shares; 2026Q2: 2,408,682 shares 2,408,682 $396M 5.93% -257,666 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: 7,088,417 shares; 2024Q4: 8,275,944 shares; 2025Q1: 2,039,332 shares; 2025Q2: 1,880,108 shares; 2025Q3: 1,850,401 shares; 2025Q4: 1,892,363 shares; 2026Q1: 2,018,049 shares; 2026Q2: 2,387,887 shares 2,387,887 $231M 3.45% +369,838 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,435 shares; 2024Q4: 166,582 shares; 2025Q1: 165,413 shares; 2025Q2: 167,650 shares; 2025Q3: 162,717 shares; 2025Q4: 162,015 shares; 2026Q1: 160,514 shares; 2026Q2: 292,212 shares 292,212 $219M 3.27% +131,698 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: 514,384 shares; 2024Q4: 603,176 shares; 2025Q1: 615,166 shares; 2025Q2: 621,827 shares; 2025Q3: 642,083 shares; 2025Q4: 646,364 shares; 2026Q1: 642,203 shares; 2026Q2: 661,495 shares 661,495 $191M 2.86% +19,292 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: 1,425,700 shares; 2024Q4: 1,791,302 shares; 2025Q1: 1,718,557 shares; 2025Q2: 1,486,571 shares; 2025Q3: 1,697,745 shares; 2025Q4: 1,745,634 shares; 2026Q1: 1,534,093 shares; 2026Q2: 1,242,947 shares 1,242,947 $182M 2.72% -291,146 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,574 shares; 2024Q4: 91,507 shares; 2025Q1: 78,874 shares; 2025Q2: 79,132 shares; 2025Q3: 78,633 shares; 2025Q4: 78,462 shares; 2026Q1: 76,638 shares; 2026Q2: 75,121 shares 75,121 $156M 2.34% -1,517 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: 445,803 shares; 2024Q4: 467,647 shares; 2025Q1: 508,924 shares; 2025Q2: 635,711 shares; 2025Q3: 672,752 shares; 2025Q4: 685,582 shares; 2026Q1: 702,702 shares; 2026Q2: 739,700 shares 739,700 $148M 2.21% +36,998 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,322,474 shares; 2024Q4: 10,290,042 shares; 2025Q1: 10,625,620 shares; 2025Q2: 9,926,346 shares; 2025Q3: 715,653 shares; 2025Q4: 692,093 shares; 2026Q1: 1,875,166 shares; 2026Q2: 1,341,923 shares 1,341,923 $133M 1.99% -533,243 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790,191 shares; 2025Q2: 2,856,366 shares; 2025Q3: 3,428,196 shares; 2025Q4: 3,477,147 shares; 2026Q1: 3,207,835 shares; 2026Q2: 3,214,071 shares 3,214,071 $113M 1.68% +6,236 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: 217,081 shares; 2024Q4: 242,857 shares; 2025Q1: 247,070 shares; 2025Q2: 278,557 shares; 2025Q3: 278,464 shares; 2025Q4: 253,794 shares; 2026Q1: 256,556 shares; 2026Q2: 261,320 shares 261,320 $97.5M 1.46% +4,764 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,547 shares; 2024Q4: 179,276 shares; 2025Q1: 177,622 shares; 2025Q2: 175,914 shares; 2025Q3: 163,744 shares; 2025Q4: 163,027 shares; 2026Q1: 169,482 shares; 2026Q2: 832,035 shares 832,035 $88.3M 1.32% +662,553 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: 193,547 shares; 2024Q4: 244,542 shares; 2025Q1: 244,827 shares; 2025Q2: 271,849 shares; 2025Q3: 283,865 shares; 2025Q4: 298,758 shares; 2026Q1: 303,862 shares; 2026Q2: 367,743 shares 367,743 $87.6M 1.31% +63,881 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: 143,056 shares; 2024Q4: 143,330 shares; 2025Q1: 147,148 shares; 2025Q2: 180,648 shares; 2025Q3: 182,353 shares; 2025Q4: 183,259 shares; 2026Q1: 186,070 shares; 2026Q2: 194,403 shares 194,403 $68.7M 1.03% +8,333 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595,164 shares; 2024Q4: 709,967 shares; 2025Q1: 728,979 shares; 2025Q2: 636,501 shares; 2025Q3: 15,077 shares; 2025Q4: 7,549 shares; 2026Q1: 942,313 shares; 2026Q2: 672,411 shares 672,411 $67.5M 1.01% -269,902 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: 162,525 shares; 2024Q4: 164,651 shares; 2025Q1: 135,283 shares; 2025Q2: 140,987 shares; 2025Q3: 147,839 shares; 2025Q4: 151,462 shares; 2026Q1: 149,012 shares; 2026Q2: 157,699 shares 157,699 $59.6M 0.89% +8,687 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 2,722 shares; 2025Q1: 3,545 shares; 2025Q2: 3,178 shares; 2025Q3: 5,521 shares; 2025Q4: 6,006 shares; 2026Q1: 6,537 shares; 2026Q2: 675,969 shares 675,969 $58.4M 0.87% +669,432 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475,392 shares; 2025Q3: 444,857 shares; 2025Q4: 453,086 shares; 2026Q1: 410,476 shares; 2026Q2: 429,436 shares 429,436 $53.6M 0.8% +18,960 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: 2,040,116 shares; 2024Q4: 677,869 shares; 2025Q1: 719,632 shares; 2025Q2: 692,766 shares; 2025Q3: 610,003 shares; 2025Q4: 610,859 shares; 2026Q1: 593,577 shares; 2026Q2: 622,153 shares 622,153 $51.5M 0.77% +28,576 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: 82,488 shares; 2025Q1: 121,902 shares; 2025Q2: 130,025 shares; 2025Q3: 140,433 shares; 2025Q4: 111,163 shares; 2026Q1: 113,479 shares; 2026Q2: 106,241 shares 106,241 $46M 0.69% -7,238 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: 171,610 shares; 2024Q4: 177,136 shares; 2025Q1: 174,903 shares; 2025Q2: 213,136 shares; 2025Q3: 129,459 shares; 2025Q4: 129,583 shares; 2026Q1: 128,497 shares; 2026Q2: 121,798 shares 121,798 $43.5M 0.65% -6,699 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: 52,762 shares; 2024Q4: 54,414 shares; 2025Q1: 56,439 shares; 2025Q2: 70,083 shares; 2025Q3: 70,293 shares; 2025Q4: 70,086 shares; 2026Q1: 72,291 shares; 2026Q2: 74,624 shares 74,624 $42M 0.63% +2,333 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: 57,584 shares; 2024Q4: 58,209 shares; 2025Q1: 62,146 shares; 2025Q2: 77,417 shares; 2025Q3: 82,465 shares; 2025Q4: 81,584 shares; 2026Q1: 83,665 shares; 2026Q2: 57,637 shares 57,637 $41.7M 0.62% -26,028 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: 5,509 shares; 2024Q4: 5,855 shares; 2025Q1: 5,832 shares; 2025Q2: 5,722 shares; 2025Q3: 8,129 shares; 2025Q4: 7,336 shares; 2026Q1: 5,992 shares; 2026Q2: 33,029 shares 33,029 $38.1M 0.57% +27,037 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: 13,157 shares; 2024Q4: 13,494 shares; 2025Q1: 13,731 shares; 2025Q2: 15,513 shares; 2025Q3: 24,634 shares; 2025Q4: 29,303 shares; 2026Q1: 29,947 shares; 2026Q2: 31,493 shares 31,493 $37.8M 0.56% +1,546 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: 162,013 shares; 2024Q4: 139,626 shares; 2025Q1: 134,313 shares; 2025Q2: 143,298 shares; 2025Q3: 143,955 shares; 2025Q4: 148,792 shares; 2026Q1: 152,331 shares; 2026Q2: 114,604 shares 114,604 $37.5M 0.56% -37,727 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: 62,906 shares; 2024Q4: 63,574 shares; 2025Q1: 64,958 shares; 2025Q2: 80,851 shares; 2025Q3: 79,825 shares; 2025Q4: 82,110 shares; 2026Q1: 81,860 shares; 2026Q2: 105,849 shares 105,849 $36.3M 0.54% +23,989 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,373 shares; 2024Q4: 63,610 shares; 2025Q1: 50,359 shares; 2025Q2: 63,113 shares; 2025Q3: 70,084 shares; 2025Q4: 78,359 shares; 2026Q1: 79,730 shares; 2026Q2: 85,268 shares 85,268 $35.9M 0.54% +5,538 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: 246,531 shares; 2024Q4: 242,062 shares; 2025Q1: 246,947 shares; 2025Q2: 262,848 shares; 2025Q3: 197,663 shares; 2025Q4: 245,272 shares; 2026Q1: 242,411 shares; 2026Q2: 254,067 shares 254,067 $34.7M 0.52% +11,656 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: 285,487 shares; 2024Q4: 280,826 shares; 2025Q1: 283,674 shares; 2025Q2: 278,986 shares; 2025Q3: 282,216 shares; 2025Q4: 292,509 shares; 2026Q1: 274,131 shares; 2026Q2: 288,795 shares 288,795 $33.9M 0.51% +14,664 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: 47,537 shares; 2024Q4: 46,774 shares; 2025Q1: 46,860 shares; 2025Q2: 47,305 shares; 2025Q3: 49,191 shares; 2025Q4: 48,267 shares; 2026Q1: 47,612 shares; 2026Q2: 47,358 shares 47,358 $32.5M 0.49% -254 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: 61,867 shares; 2024Q4: 60,319 shares; 2025Q1: 63,094 shares; 2025Q2: 62,127 shares; 2025Q3: 60,120 shares; 2025Q4: 60,180 shares; 2026Q1: 64,606 shares; 2026Q2: 261,369 shares 261,369 $32.5M 0.49% +196,763 Timeline VTWO 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: 704,010 shares; 2024Q4: 697,817 shares; 2025Q1: 729,890 shares; 2025Q2: 190,547 shares; 2025Q3: 165,973 shares; 2025Q4: 169,324 shares; 2026Q1: 162,705 shares; 2026Q2: 261,877 shares 261,877 $31.8M 0.48% +99,172 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,030 shares; 2024Q4: 24,752 shares; 2025Q1: 26,763 shares; 2025Q2: 25,959 shares; 2025Q3: 19,438 shares; 2025Q4: 21,231 shares; 2026Q1: 25,452 shares; 2026Q2: 305,611 shares 305,611 $28.9M 0.43% +280,159 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $28.5M 0.43% 0 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: 148,814 shares; 2024Q4: 81,708 shares; 2025Q1: 219,994 shares; 2025Q2: 290,673 shares; 2025Q3: 342,677 shares; 2025Q4: 337,943 shares; 2026Q1: 419,035 shares; 2026Q2: 386,615 shares 386,615 $27.8M 0.42% -32,420 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: 22,173 shares; 2024Q4: 30,577 shares; 2025Q1: 30,833 shares; 2025Q2: 33,356 shares; 2025Q3: 594,111 shares; 2025Q4: 611,269 shares; 2026Q1: 609,855 shares; 2026Q2: 526,057 shares 526,057 $26.6M 0.4% -83,798 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: 15,796 shares; 2024Q4: 4,892 shares; 2025Q1: 4,682 shares; 2025Q2: 4,189 shares; 2025Q3: 3,913 shares; 2025Q4: 4,470 shares; 2026Q1: 4,640 shares; 2026Q2: 89,659 shares 89,659 $24.3M 0.36% +85,019 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: 49,993 shares; 2024Q4: 50,389 shares; 2025Q1: 40,939 shares; 2025Q2: 51,752 shares; 2025Q3: 53,521 shares; 2025Q4: 54,471 shares; 2026Q1: 54,016 shares; 2026Q2: 56,252 shares 56,252 $24M 0.36% +2,236 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,472 shares; 2024Q4: 541,920 shares; 2025Q1: 567,715 shares; 2025Q2: 646,092 shares; 2025Q3: 690,344 shares; 2025Q4: 707,799 shares; 2026Q1: 708,997 shares; 2026Q2: 749,146 shares 749,146 $22.6M 0.34% +40,149 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: 2,665,256 shares; 2024Q4: 2,639,378 shares; 2025Q1: 2,724,033 shares; 2025Q2: 2,792,238 shares; 2025Q3: 267,338 shares; 2025Q4: 219,281 shares; 2026Q1: 204,025 shares; 2026Q2: 210,114 shares 210,114 $22.6M 0.34% +6,089 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: 90,155 shares; 2024Q4: 81,333 shares; 2025Q1: 88,382 shares; 2025Q2: 99,587 shares; 2025Q3: 96,574 shares; 2025Q4: 98,162 shares; 2026Q1: 183,947 shares; 2026Q2: 171,548 shares 171,548 $21.7M 0.32% -12,399 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,731 shares; 2024Q4: 199,741 shares; 2025Q1: 212,079 shares; 2025Q2: 170,133 shares; 2025Q3: 198,314 shares; 2025Q4: 201,370 shares; 2026Q1: 197,137 shares; 2026Q2: 261,333 shares 261,333 $21.5M 0.32% +64,196 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,532 shares; 2024Q4: 63,599 shares; 2025Q1: 66,271 shares; 2025Q2: 72,711 shares; 2025Q3: 175,885 shares; 2025Q4: 176,419 shares; 2026Q1: 177,841 shares; 2026Q2: 186,876 shares 186,876 $21.2M 0.32% +9,035 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: 66,264 shares; 2024Q4: 50,297 shares; 2025Q1: 51,129 shares; 2025Q2: 61,695 shares; 2025Q3: 74,323 shares; 2025Q4: 75,193 shares; 2026Q1: 76,437 shares; 2026Q2: 77,932 shares 77,932 $21.2M 0.32% +1,495 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: 40,522 shares; 2024Q4: 40,625 shares; 2025Q1: 40,021 shares; 2025Q2: 47,558 shares; 2025Q3: 50,610 shares; 2025Q4: 51,506 shares; 2026Q1: 50,489 shares; 2026Q2: 52,438 shares 52,438 $20.8M 0.31% +1,949 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: 137,008 shares; 2024Q4: 134,488 shares; 2025Q1: 139,038 shares; 2025Q2: 156,874 shares; 2025Q3: 127,246 shares; 2025Q4: 138,827 shares; 2026Q1: 138,290 shares; 2026Q2: 140,067 shares 140,067 $20.5M 0.31% +1,777 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: 185,628 shares; 2024Q4: 182,611 shares; 2025Q1: 190,778 shares; 2025Q2: 245,298 shares; 2025Q3: 238,422 shares; 2025Q4: 245,473 shares; 2026Q1: 247,379 shares; 2026Q2: 251,955 shares 251,955 $20.5M 0.31% +4,576 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: 304,681 shares; 2024Q4: 304,681 shares; 2025Q1: 304,681 shares; 2025Q2: 349,227 shares; 2025Q3: 349,377 shares; 2025Q4: 360,027 shares; 2026Q1: 391,976 shares; 2026Q2: 385,331 shares 385,331 $20.2M 0.3% -6,645 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: 88,745 shares; 2024Q4: 78,074 shares; 2025Q1: 75,803 shares; 2025Q2: 56,870 shares; 2025Q3: 55,126 shares; 2025Q4: 34,621 shares; 2026Q1: 39,335 shares; 2026Q2: 39,877 shares 39,877 $20M 0.3% +542 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,103 shares; 2025Q3: 9,103 shares; 2025Q4: 546,491 shares; 2026Q1: 553,126 shares; 2026Q2: 593,727 shares 593,727 $19.8M 0.3% +40,601 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657,248 shares; 2024Q4: 564,447 shares; 2025Q1: 493,519 shares; 2025Q2: 535,421 shares; 2025Q3: 388,128 shares; 2025Q4: 385,051 shares; 2026Q1: 561,544 shares; 2026Q2: 594,909 shares 594,909 $19M 0.28% +33,365 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,166 shares; 2025Q4: 99,664 shares; 2026Q1: 101,344 shares; 2026Q2: 107,706 shares 107,706 $19M 0.28% +6,362 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: 32,869 shares; 2024Q4: 32,089 shares; 2025Q1: 33,794 shares; 2025Q2: 38,736 shares; 2025Q3: 40,140 shares; 2025Q4: 42,011 shares; 2026Q1: 42,784 shares; 2026Q2: 45,950 shares 45,950 $18.5M 0.28% +3,166 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: 383,195 shares; 2026Q2: 412,740 shares 412,740 $17.9M 0.27% +29,545 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: 208,243 shares; 2024Q4: 197,557 shares; 2025Q1: 187,126 shares; 2025Q2: 342,788 shares; 2025Q3: 314,515 shares; 2025Q4: 308,566 shares; 2026Q1: 311,906 shares; 2026Q2: 311,456 shares 311,456 $17.7M 0.27% -450 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: 18,637 shares; 2024Q4: 18,635 shares; 2025Q1: 18,679 shares; 2025Q2: 25,152 shares; 2025Q3: 23,322 shares; 2025Q4: 232,213 shares; 2026Q1: 233,856 shares; 2026Q2: 243,640 shares 243,640 $17.4M 0.26% +9,784 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: 153,161 shares; 2024Q4: 154,752 shares; 2025Q1: 149,466 shares; 2025Q2: 164,390 shares; 2025Q3: 171,947 shares; 2025Q4: 174,268 shares; 2026Q1: 164,985 shares; 2026Q2: 155,078 shares 155,078 $17.1M 0.26% -9,907 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,754 shares; 2025Q3: 126,079 shares; 2025Q4: 127,467 shares; 2026Q1: 210,622 shares; 2026Q2: 188,646 shares 188,646 $16.3M 0.24% -21,976 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: 56,519 shares; 2024Q4: 54,518 shares; 2025Q1: 57,499 shares; 2025Q2: 63,717 shares; 2025Q3: 62,289 shares; 2025Q4: 63,085 shares; 2026Q1: 63,669 shares; 2026Q2: 68,406 shares 68,406 $16.3M 0.24% +4,737 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 384,056 shares; 2026Q2: 338,879 shares 338,879 $16.1M 0.24% -45,177 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: not reported; 2024Q4: 62 shares; 2025Q1: 1,882 shares; 2025Q2: 2,603 shares; 2025Q3: 2,691 shares; 2025Q4: 3,384 shares; 2026Q1: 3,408 shares; 2026Q2: 89,431 shares 89,431 $15.9M 0.24% +86,023 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740,088 shares; 2026Q2: 667,996 shares 667,996 $15.8M 0.24% -72,092 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: 77,330 shares; 2024Q4: 69,705 shares; 2025Q1: 69,427 shares; 2025Q2: 69,353 shares; 2025Q3: 70,029 shares; 2025Q4: 70,588 shares; 2026Q1: 72,205 shares; 2026Q2: 63,291 shares 63,291 $15.3M 0.23% -8,914 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: 111,468 shares; 2024Q4: 93,462 shares; 2025Q1: 93,138 shares; 2025Q2: 94,587 shares; 2025Q3: 93,716 shares; 2025Q4: 93,777 shares; 2026Q1: 92,391 shares; 2026Q2: 91,400 shares 91,400 $15.2M 0.23% -991 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: not reported; 2024Q4: not reported; 2025Q1: 70,864 shares; 2025Q2: 100,287 shares; 2025Q3: 223,157 shares; 2025Q4: 215,485 shares; 2026Q1: 223,215 shares; 2026Q2: 235,652 shares 235,652 $15.1M 0.23% +12,437 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,546 shares; 2025Q2: 90,471 shares; 2025Q3: 101,865 shares; 2025Q4: 104,142 shares; 2026Q1: 104,854 shares; 2026Q2: 109,222 shares 109,222 $14.9M 0.22% +4,368 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: 1,856 shares; 2024Q4: 2,010 shares; 2025Q1: 31,180 shares; 2025Q2: 23,706 shares; 2025Q3: 97,896 shares; 2025Q4: 99,832 shares; 2026Q1: 102,047 shares; 2026Q2: 109,423 shares 109,423 $14.8M 0.22% +7,376 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,095 shares; 2025Q4: 72,738 shares; 2026Q1: 70,758 shares; 2026Q2: 179,273 shares 179,273 $14.7M 0.22% +108,515 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241,620 shares; 2025Q4: 282,452 shares; 2026Q1: 286,476 shares; 2026Q2: 310,633 shares 310,633 $14.5M 0.22% +24,157 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: 182,546 shares; 2024Q4: 199,122 shares; 2025Q1: 202,640 shares; 2025Q2: 208,246 shares; 2025Q3: 209,609 shares; 2025Q4: 208,064 shares; 2026Q1: 198,935 shares; 2026Q2: 200,123 shares 200,123 $14.3M 0.21% +1,188 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: 14,715 shares; 2024Q4: 14,120 shares; 2025Q1: 14,536 shares; 2025Q2: 19,851 shares; 2025Q3: 20,528 shares; 2025Q4: 28,894 shares; 2026Q1: 26,221 shares; 2026Q2: 27,059 shares 27,059 $14.2M 0.21% +838 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: 18,336 shares; 2024Q4: 17,535 shares; 2025Q1: 18,127 shares; 2025Q2: 16,419 shares; 2025Q3: 19,812 shares; 2025Q4: 18,264 shares; 2026Q1: 19,010 shares; 2026Q2: 18,299 shares 18,299 $13.7M 0.2% -711 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: 69,191 shares; 2024Q4: 72,166 shares; 2025Q1: 70,853 shares; 2025Q2: 86,565 shares; 2025Q3: 89,004 shares; 2025Q4: 89,046 shares; 2026Q1: 88,883 shares; 2026Q2: 93,028 shares 93,028 $13.6M 0.2% +4,145 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,773 shares; 2024Q4: 87,939 shares; 2025Q1: 90,833 shares; 2025Q2: 113,328 shares; 2025Q3: 123,124 shares; 2025Q4: 124,287 shares; 2026Q1: 122,537 shares; 2026Q2: 128,022 shares 128,022 $13.3M 0.2% +5,485 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: 123,582 shares; 2024Q4: 123,477 shares; 2025Q1: 117,508 shares; 2025Q2: 105,637 shares; 2025Q3: 101,744 shares; 2025Q4: 103,145 shares; 2026Q1: 107,046 shares; 2026Q2: 115,176 shares 115,176 $13M 0.2% +8,130 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: 59,013 shares; 2024Q4: 58,247 shares; 2025Q1: 59,141 shares; 2025Q2: 63,226 shares; 2025Q3: 61,599 shares; 2025Q4: 62,545 shares; 2026Q1: 35,323 shares; 2026Q2: 36,812 shares 36,812 $13M 0.19% +1,489 Timeline XPH 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: 72,053 shares; 2024Q4: 127,696 shares; 2025Q1: 128,506 shares; 2025Q2: 176,391 shares; 2025Q3: 181,429 shares; 2025Q4: 186,004 shares; 2026Q1: 187,397 shares; 2026Q2: 195,701 shares 195,701 $13M 0.19% +8,304 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551,504 shares 551,504 $12.7M 0.19% new 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: 21,483 shares; 2024Q4: 18,418 shares; 2025Q1: 42,769 shares; 2025Q2: 38,481 shares; 2025Q3: 38,595 shares; 2025Q4: 21,683 shares; 2026Q1: 21,327 shares; 2026Q2: 21,870 shares 21,870 $12.7M 0.19% +543 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: 81,369 shares; 2024Q4: 77,999 shares; 2025Q1: 81,108 shares; 2025Q2: 93,053 shares; 2025Q3: 92,045 shares; 2025Q4: 91,419 shares; 2026Q1: 92,550 shares; 2026Q2: 87,969 shares 87,969 $11.9M 0.18% -4,581 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433,757 shares; 2024Q4: 422,887 shares; 2025Q1: 416,349 shares; 2025Q2: 413,664 shares; 2025Q3: 413,664 shares; 2025Q4: 389,946 shares; 2026Q1: 401,374 shares; 2026Q2: 388,438 shares 388,438 $11.8M 0.18% -12,936 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: 44,437 shares; 2024Q4: 41,727 shares; 2025Q1: 43,135 shares; 2025Q2: 51,830 shares; 2025Q3: 48,123 shares; 2025Q4: 49,146 shares; 2026Q1: 49,689 shares; 2026Q2: 53,545 shares 53,545 $11.8M 0.18% +3,856 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: 121,939 shares; 2024Q4: 114,796 shares; 2025Q1: 111,102 shares; 2025Q2: 81,268 shares; 2025Q3: 79,268 shares; 2025Q4: 78,357 shares; 2026Q1: 74,478 shares; 2026Q2: 74,692 shares 74,692 $11.1M 0.17% +214 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: 42,416 shares; 2024Q4: 40,887 shares; 2025Q1: 40,881 shares; 2025Q2: 37,267 shares; 2025Q3: 34,834 shares; 2025Q4: 33,965 shares; 2026Q1: 42,327 shares; 2026Q2: 43,514 shares 43,514 $10.9M 0.16% +1,187 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: not reported; 2024Q4: not reported; 2025Q1: 57,044 shares; 2025Q2: 80,612 shares; 2025Q3: 87,483 shares; 2025Q4: 90,296 shares; 2026Q1: 88,706 shares; 2026Q2: 93,378 shares 93,378 $10.9M 0.16% +4,672 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,859 shares; 2024Q4: 60,086 shares; 2025Q1: 61,679 shares; 2025Q2: 62,014 shares; 2025Q3: 58,874 shares; 2025Q4: 56,328 shares; 2026Q1: 56,693 shares; 2026Q2: 55,913 shares 55,913 $10.3M 0.15% -780 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,689 shares; 2024Q4: 6,289 shares; 2025Q1: 102,846 shares; 2025Q2: 125,889 shares; 2025Q3: 118,146 shares; 2025Q4: 257,404 shares; 2026Q1: 343,504 shares; 2026Q2: 363,248 shares 363,248 $10.3M 0.15% +19,744 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: 163,104 shares; 2024Q4: 159,548 shares; 2025Q1: 162,125 shares; 2025Q2: 169,967 shares; 2025Q3: 171,565 shares; 2025Q4: 159,844 shares; 2026Q1: 140,682 shares; 2026Q2: 131,835 shares 131,835 $10.2M 0.15% -8,847 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: 33,927 shares; 2024Q4: 33,753 shares; 2025Q1: 34,609 shares; 2025Q2: 46,135 shares; 2025Q3: 45,501 shares; 2025Q4: 45,988 shares; 2026Q1: 46,001 shares; 2026Q2: 47,601 shares 47,601 $10.1M 0.15% +1,600 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: 31,647 shares; 2024Q4: 30,574 shares; 2025Q1: 31,851 shares; 2025Q2: 42,273 shares; 2025Q3: 41,477 shares; 2025Q4: 42,066 shares; 2026Q1: 42,384 shares; 2026Q2: 43,986 shares 43,986 $9.8M 0.15% +1,602 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,563 shares; 2025Q3: 50,583 shares; 2025Q4: 47,504 shares; 2026Q1: 51,351 shares; 2026Q2: 53,553 shares 53,553 $9.61M 0.14% +2,202 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: 15,275 shares; 2024Q4: 15,468 shares; 2025Q1: 14,628 shares; 2025Q2: 10,512 shares; 2025Q3: 72,471 shares; 2025Q4: 74,051 shares; 2026Q1: 74,871 shares; 2026Q2: 73,799 shares 73,799 $9.32M 0.14% -1,072 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: 46,927 shares; 2024Q4: 46,548 shares; 2025Q1: 42,141 shares; 2025Q2: 49,919 shares; 2025Q3: 43,799 shares; 2025Q4: 45,064 shares; 2026Q1: 46,517 shares; 2026Q2: 50,839 shares 50,839 $9.2M 0.14% +4,322 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: 35,782 shares; 2024Q4: 34,042 shares; 2025Q1: 33,254 shares; 2025Q2: 31,094 shares; 2025Q3: 32,538 shares; 2025Q4: 29,691 shares; 2026Q1: 28,140 shares; 2026Q2: 29,787 shares 29,787 $8.95M 0.13% +1,647 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,622 shares; 2024Q4: 7,622 shares; 2025Q1: 31,453 shares; 2025Q2: 40,424 shares; 2025Q3: 54,960 shares; 2025Q4: 56,177 shares; 2026Q1: 56,277 shares; 2026Q2: 58,121 shares 58,121 $8.64M 0.13% +1,844 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: 32,959 shares; 2024Q4: 31,655 shares; 2025Q1: 32,130 shares; 2025Q2: 11,253 shares; 2025Q3: 12,143 shares; 2025Q4: 13,774 shares; 2026Q1: 42,430 shares; 2026Q2: 40,689 shares 40,689 $8.51M 0.13% -1,741 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: 15,949 shares; 2024Q4: 15,792 shares; 2025Q1: 15,249 shares; 2025Q2: 20,476 shares; 2025Q3: 20,265 shares; 2025Q4: 20,815 shares; 2026Q1: 20,944 shares; 2026Q2: 20,964 shares 20,964 $8.34M 0.12% +20 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: 49,681 shares; 2024Q4: 49,838 shares; 2025Q1: 83,216 shares; 2025Q2: 65,962 shares; 2025Q3: 61,998 shares; 2025Q4: 62,045 shares; 2026Q1: 63,208 shares; 2026Q2: 64,055 shares 64,055 $8.23M 0.12% +847 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: 73,913 shares; 2024Q4: 70,744 shares; 2025Q1: 72,132 shares; 2025Q2: 60,682 shares; 2025Q3: 57,328 shares; 2025Q4: 55,752 shares; 2026Q1: 56,542 shares; 2026Q2: 30,811 shares 30,811 $7.83M 0.12% -25,731 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: 41,054 shares; 2024Q4: 38,520 shares; 2025Q1: 40,443 shares; 2025Q2: 47,616 shares; 2025Q3: 36,205 shares; 2025Q4: 34,342 shares; 2026Q1: 16,674 shares; 2026Q2: 17,641 shares 17,641 $7.33M 0.11% +967 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: 36,626 shares; 2024Q4: 64,028 shares; 2025Q1: 66,053 shares; 2025Q2: 74,002 shares; 2025Q3: 80,464 shares; 2025Q4: 77,772 shares; 2026Q1: 73,251 shares; 2026Q2: 72,395 shares 72,395 $7.11M 0.11% -856 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: 2,011 shares; 2024Q4: 2,005 shares; 2025Q1: 16,855 shares; 2025Q2: 16,165 shares; 2025Q3: 16,603 shares; 2025Q4: 18,215 shares; 2026Q1: 17,889 shares; 2026Q2: 17,935 shares 17,935 $7.07M 0.11% +46 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: 11,034 shares; 2024Q4: 12,110 shares; 2025Q1: 12,772 shares; 2025Q2: 12,168 shares; 2025Q3: 13,076 shares; 2025Q4: 21,457 shares; 2026Q1: 19,500 shares; 2026Q2: 19,087 shares 19,087 $7.06M 0.11% -413 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: 4,528 shares; 2024Q4: 5,840 shares; 2025Q1: 19,522 shares; 2025Q2: 15,261 shares; 2025Q3: 15,858 shares; 2025Q4: 31,456 shares; 2026Q1: 33,551 shares; 2026Q2: 37,479 shares 37,479 $6.93M 0.1% +3,928 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: 6,111 shares; 2024Q4: 6,111 shares; 2025Q1: 6,111 shares; 2025Q2: 6,147 shares; 2025Q3: 6,136 shares; 2025Q4: 6,411 shares; 2026Q1: 28,824 shares; 2026Q2: 29,152 shares 29,152 $6.9M 0.1% +328 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 482,840 shares; 2026Q2: 506,353 shares 506,353 $6.82M 0.1% +23,513 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,473 shares; 2025Q4: 29,447 shares; 2026Q1: 40,467 shares; 2026Q2: 45,051 shares 45,051 $6.59M 0.1% +4,584 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: 69,247 shares; 2024Q4: 65,909 shares; 2025Q1: 62,451 shares; 2025Q2: 44,216 shares; 2025Q3: 42,314 shares; 2025Q4: 42,453 shares; 2026Q1: 50,853 shares; 2026Q2: 46,896 shares 46,896 $6.55M 0.1% -3,957 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: 140,238 shares; 2024Q4: 166,856 shares; 2025Q1: 132,258 shares; 2025Q2: 126,403 shares; 2025Q3: 119,495 shares; 2025Q4: 112,916 shares; 2026Q1: 106,832 shares; 2026Q2: 107,502 shares 107,502 $6.42M 0.1% +670 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: 56,408 shares; 2024Q4: 42,067 shares; 2025Q1: 42,616 shares; 2025Q2: 55,370 shares; 2025Q3: 56,390 shares; 2025Q4: 57,651 shares; 2026Q1: 57,716 shares; 2026Q2: 59,789 shares 59,789 $6.16M 0.09% +2,073 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,009 shares 40,009 $6.15M 0.09% new 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: 49,469 shares; 2024Q4: 48,301 shares; 2025Q1: 26,805 shares; 2025Q2: 28,757 shares; 2025Q3: 26,064 shares; 2025Q4: 25,196 shares; 2026Q1: 23,911 shares; 2026Q2: 21,493 shares 21,493 $6.04M 0.09% -2,418 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,349 shares; 2024Q4: 4,061 shares; 2025Q1: 3,660 shares; 2025Q2: 3,333 shares; 2025Q3: 3,302 shares; 2025Q4: 5,001 shares; 2026Q1: 5,154 shares; 2026Q2: 5,666 shares 5,666 $6.03M 0.09% +512 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: 23,012 shares; 2024Q4: 23,015 shares; 2025Q1: 22,079 shares; 2025Q2: 21,644 shares; 2025Q3: 21,476 shares; 2025Q4: 19,913 shares; 2026Q1: 19,581 shares; 2026Q2: 19,056 shares 19,056 $6M 0.09% -525 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: 49,987 shares; 2024Q4: 42,410 shares; 2025Q1: 43,059 shares; 2025Q2: 33,729 shares; 2025Q3: 31,950 shares; 2025Q4: 31,444 shares; 2026Q1: 31,982 shares; 2026Q2: 35,212 shares 35,212 $5.7M 0.09% +3,230 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: 9,481 shares; 2024Q4: 10,682 shares; 2025Q1: 9,942 shares; 2025Q2: 9,696 shares; 2025Q3: 11,173 shares; 2025Q4: 12,211 shares; 2026Q1: 11,642 shares; 2026Q2: 11,802 shares 11,802 $5.64M 0.08% +160 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: 39,216 shares; 2024Q4: 33,631 shares; 2025Q1: 35,564 shares; 2025Q2: 31,670 shares; 2025Q3: 30,986 shares; 2025Q4: 52,177 shares; 2026Q1: 51,381 shares; 2026Q2: 57,262 shares 57,262 $5.51M 0.08% +5,881 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: 117,477 shares; 2024Q4: 108,080 shares; 2025Q1: 108,933 shares; 2025Q2: 89,524 shares; 2025Q3: 81,579 shares; 2025Q4: 80,461 shares; 2026Q1: 84,620 shares; 2026Q2: 94,434 shares 94,434 $5.44M 0.08% +9,814 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,792 shares; 2024Q4: 73,795 shares; 2025Q1: 81,424 shares; 2025Q2: 81,518 shares; 2025Q3: 87,024 shares; 2025Q4: 91,853 shares; 2026Q1: 192,570 shares; 2026Q2: 197,913 shares 197,913 $5.39M 0.08% +5,343 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: 15,365 shares; 2024Q4: 15,427 shares; 2025Q1: 16,114 shares; 2025Q2: 16,050 shares; 2025Q3: 15,952 shares; 2025Q4: 31,729 shares; 2026Q1: 30,475 shares; 2026Q2: 28,201 shares 28,201 $5.37M 0.08% -2,274 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: 39,354 shares; 2024Q4: 36,052 shares; 2025Q1: 35,686 shares; 2025Q2: 28,195 shares; 2025Q3: 26,545 shares; 2025Q4: 29,151 shares; 2026Q1: 30,942 shares; 2026Q2: 36,620 shares 36,620 $5.35M 0.08% +5,678 Timeline BKLN 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: 131,300 shares; 2024Q4: 150,436 shares; 2025Q1: 154,107 shares; 2025Q2: 230,644 shares; 2025Q3: 235,742 shares; 2025Q4: 224,203 shares; 2026Q1: 225,475 shares; 2026Q2: 258,638 shares 258,638 $5.27M 0.08% +33,163 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: 12,010 shares; 2024Q4: 12,977 shares; 2025Q1: 73,737 shares; 2025Q2: 51,951 shares; 2025Q3: 50,095 shares; 2025Q4: 47,125 shares; 2026Q1: 49,588 shares; 2026Q2: 57,368 shares 57,368 $5.23M 0.08% +7,780 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,985 shares; 2026Q2: 111,317 shares 111,317 $5.21M 0.08% +6,332 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,062 shares; 2024Q4: 7,776 shares; 2025Q1: 7,811 shares; 2025Q2: 29,741 shares; 2025Q3: 25,684 shares; 2025Q4: 43,228 shares; 2026Q1: 39,492 shares; 2026Q2: 47,411 shares 47,411 $5.1M 0.08% +7,919 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: 8,765 shares; 2024Q4: 12,430 shares; 2025Q1: 13,905 shares; 2025Q2: 13,998 shares; 2025Q3: 22,019 shares; 2025Q4: 25,263 shares; 2026Q1: 53,297 shares; 2026Q2: 53,441 shares 53,441 $5.05M 0.08% +144 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,240 shares; 2024Q4: 38,368 shares; 2025Q1: 38,909 shares; 2025Q2: 41,728 shares; 2025Q3: 48,098 shares; 2025Q4: 44,418 shares; 2026Q1: 44,563 shares; 2026Q2: 48,817 shares 48,817 $4.99M 0.07% +4,254 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: 57,548 shares; 2024Q4: 56,121 shares; 2025Q1: 58,492 shares; 2025Q2: 49,200 shares; 2025Q3: 44,918 shares; 2025Q4: 42,472 shares; 2026Q1: 44,711 shares; 2026Q2: 51,279 shares 51,279 $4.91M 0.07% +6,568 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: 21,490 shares; 2024Q4: 21,053 shares; 2025Q1: 17,462 shares; 2025Q2: 21,924 shares; 2025Q3: 17,362 shares; 2025Q4: 17,403 shares; 2026Q1: 5,900 shares; 2026Q2: 5,227 shares 5,227 $4.89M 0.07% -673 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: 5,787 shares; 2024Q4: 5,487 shares; 2025Q1: 5,494 shares; 2025Q2: 31,112 shares; 2025Q3: 27,111 shares; 2025Q4: 26,987 shares; 2026Q1: 26,971 shares; 2026Q2: 28,083 shares 28,083 $4.76M 0.07% +1,112 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: 51,990 shares; 2024Q4: 96,906 shares; 2025Q1: 55,647 shares; 2025Q2: 61,350 shares; 2025Q3: 63,131 shares; 2025Q4: 58,739 shares; 2026Q1: 51,931 shares; 2026Q2: 45,730 shares 45,730 $4.75M 0.07% -6,201 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: 17,658 shares; 2024Q4: 25,767 shares; 2025Q1: 26,733 shares; 2025Q2: 28,529 shares; 2025Q3: 30,140 shares; 2025Q4: 31,023 shares; 2026Q1: 31,004 shares; 2026Q2: 29,577 shares 29,577 $4.67M 0.07% -1,427 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: 27,187 shares; 2024Q4: 12,071 shares; 2025Q1: 12,303 shares; 2025Q2: 12,581 shares; 2025Q3: 12,420 shares; 2025Q4: 13,290 shares; 2026Q1: 13,952 shares; 2026Q2: 12,093 shares 12,093 $4.52M 0.07% -1,859 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 39,718 shares; 2026Q2: 47,101 shares 47,101 $4.43M 0.07% +7,383 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,051 shares; 2024Q4: 35,687 shares; 2025Q1: 37,113 shares; 2025Q2: 30,363 shares; 2025Q3: 27,875 shares; 2025Q4: 27,535 shares; 2026Q1: 29,156 shares; 2026Q2: 33,324 shares 33,324 $4.42M 0.07% +4,168 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,554 shares; 2025Q3: 309,227 shares; 2025Q4: 306,016 shares; 2026Q1: 271,915 shares; 2026Q2: 277,914 shares 277,914 $4.41M 0.07% +5,999 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: 11,833 shares; 2024Q4: 10,864 shares; 2025Q1: 7,848 shares; 2025Q2: 43,101 shares; 2025Q3: 43,380 shares; 2025Q4: 58,495 shares; 2026Q1: 61,747 shares; 2026Q2: 61,287 shares 61,287 $4.4M 0.07% -460 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: 6,177 shares; 2024Q4: 6,314 shares; 2025Q1: 6,070 shares; 2025Q2: 6,461 shares; 2025Q3: 6,635 shares; 2025Q4: 6,478 shares; 2026Q1: 6,222 shares; 2026Q2: 6,052 shares 6,052 $4.26M 0.06% -170 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: 905 shares; 2024Q4: 1,230 shares; 2025Q1: 699 shares; 2025Q2: 696 shares; 2025Q3: 368 shares; 2025Q4: 2,205 shares; 2026Q1: 3,263 shares; 2026Q2: 41,955 shares 41,955 $4.17M 0.06% +38,692 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: 103,684 shares; 2024Q4: 68,436 shares; 2025Q1: 60,441 shares; 2025Q2: 56,023 shares; 2025Q3: 53,878 shares; 2025Q4: 54,383 shares; 2026Q1: 48,638 shares; 2026Q2: 47,088 shares 47,088 $4.13M 0.06% -1,550 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: 2,689 shares; 2024Q4: 2,823 shares; 2025Q1: 2,887 shares; 2025Q2: 2,827 shares; 2025Q3: 3,206 shares; 2025Q4: 3,217 shares; 2026Q1: 13,158 shares; 2026Q2: 13,107 shares 13,107 $4.12M 0.06% -51 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: 69,320 shares; 2024Q4: 13,709 shares; 2025Q1: 11,633 shares; 2025Q2: 40,740 shares; 2025Q3: 36,449 shares; 2025Q4: 35,772 shares; 2026Q1: 38,038 shares; 2026Q2: 39,761 shares 39,761 $4.11M 0.06% +1,723 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: 49,509 shares; 2024Q4: 47,233 shares; 2025Q1: 47,706 shares; 2025Q2: 41,863 shares; 2025Q3: 22,657 shares; 2025Q4: 21,268 shares; 2026Q1: 20,867 shares; 2026Q2: 18,264 shares 18,264 $4.03M 0.06% -2,603 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: 25,640 shares; 2024Q4: 25,173 shares; 2025Q1: 28,651 shares; 2025Q2: 31,442 shares; 2025Q3: 30,812 shares; 2025Q4: 33,601 shares; 2026Q1: 30,324 shares; 2026Q2: 28,959 shares 28,959 $3.98M 0.06% -1,365 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: 5,482 shares; 2024Q4: 5,850 shares; 2025Q1: 5,604 shares; 2025Q2: 4,099 shares; 2025Q3: 4,062 shares; 2025Q4: 20,005 shares; 2026Q1: 21,749 shares; 2026Q2: 24,859 shares 24,859 $3.97M 0.06% +3,110 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,266 shares; 2026Q1: 44,676 shares; 2026Q2: 45,556 shares 45,556 $3.96M 0.06% +880 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: 5,925 shares; 2024Q4: 6,015 shares; 2025Q1: 5,813 shares; 2025Q2: 5,666 shares; 2025Q3: 6,292 shares; 2025Q4: 5,923 shares; 2026Q1: 5,882 shares; 2026Q2: 5,326 shares 5,326 $3.92M 0.06% -556 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: 33,381 shares; 2024Q4: 33,089 shares; 2025Q1: 33,062 shares; 2025Q2: 17,275 shares; 2025Q3: 18,622 shares; 2025Q4: 20,051 shares; 2026Q1: 19,406 shares; 2026Q2: 25,230 shares 25,230 $3.82M 0.06% +5,824 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: 22,507 shares; 2024Q4: 22,101 shares; 2025Q1: 22,488 shares; 2025Q2: 25,922 shares; 2025Q3: 25,692 shares; 2025Q4: 7,148 shares; 2026Q1: 7,664 shares; 2026Q2: 7,547 shares 7,547 $3.78M 0.06% -117 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: 2,903 shares; 2024Q4: 2,959 shares; 2025Q1: 3,007 shares; 2025Q2: 3,146 shares; 2025Q3: 3,120 shares; 2025Q4: 3,497 shares; 2026Q1: 3,707 shares; 2026Q2: 3,203 shares 3,203 $3.76M 0.06% -504 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,851 shares 5,851 $3.74M 0.06% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,997 shares; 2024Q4: 107,182 shares; 2025Q1: 107,525 shares; 2025Q2: 110,540 shares; 2025Q3: 110,076 shares; 2025Q4: 103,178 shares; 2026Q1: 100,815 shares; 2026Q2: 74,713 shares 74,713 $3.72M 0.06% -26,102 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,217 shares; 2024Q4: 13,992 shares; 2025Q1: 14,055 shares; 2025Q2: 13,509 shares; 2025Q3: 13,297 shares; 2025Q4: 13,189 shares; 2026Q1: 13,229 shares; 2026Q2: 13,400 shares 13,400 $3.62M 0.05% +171 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: 39,856 shares; 2024Q4: 38,884 shares; 2025Q1: 38,039 shares; 2025Q2: 31,904 shares; 2025Q3: 28,310 shares; 2025Q4: 26,668 shares; 2026Q1: 25,571 shares; 2026Q2: 29,389 shares 29,389 $3.62M 0.05% +3,818 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: 13,616 shares; 2024Q4: 12,023 shares; 2025Q1: 11,825 shares; 2025Q2: 29,457 shares; 2025Q3: 26,972 shares; 2025Q4: 26,312 shares; 2026Q1: 25,068 shares; 2026Q2: 24,828 shares 24,828 $3.59M 0.05% -240 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: 22,823 shares; 2024Q4: 21,395 shares; 2025Q1: 22,922 shares; 2025Q2: 25,878 shares; 2025Q3: 31,017 shares; 2025Q4: 30,136 shares; 2026Q1: 9,624 shares; 2026Q2: 9,202 shares 9,202 $3.56M 0.05% -422 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: 10,054 shares; 2024Q4: 9,804 shares; 2025Q1: 9,862 shares; 2025Q2: 11,424 shares; 2025Q3: 11,506 shares; 2025Q4: 9,381 shares; 2026Q1: 9,597 shares; 2026Q2: 9,717 shares 9,717 $3.52M 0.05% +120 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: 1,484 shares; 2024Q4: 1,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,417 shares; 2025Q4: 23,064 shares; 2026Q1: 25,320 shares; 2026Q2: 29,832 shares 29,832 $3.51M 0.05% +4,512 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: 8,639 shares; 2024Q4: 8,604 shares; 2025Q1: 8,029 shares; 2025Q2: 4,328 shares; 2025Q3: 3,204 shares; 2025Q4: 3,679 shares; 2026Q1: 3,976 shares; 2026Q2: 3,388 shares 3,388 $3.43M 0.05% -588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,789 shares; 2026Q2: 14,898 shares 14,898 $3.42M 0.05% +109 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,216 shares; 2024Q4: 18,703 shares; 2025Q1: 17,757 shares; 2025Q2: 16,524 shares; 2025Q3: 16,664 shares; 2025Q4: 21,940 shares; 2026Q1: 16,129 shares; 2026Q2: 15,020 shares 15,020 $3.41M 0.05% -1,109 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: 6,716 shares; 2024Q4: 6,914 shares; 2025Q1: 9,561 shares; 2025Q2: 6,518 shares; 2025Q3: 6,146 shares; 2025Q4: 9,743 shares; 2026Q1: 9,360 shares; 2026Q2: 10,458 shares 10,458 $3.17M 0.05% +1,098 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: 35,334 shares; 2024Q4: 31,974 shares; 2025Q1: 31,273 shares; 2025Q2: 25,334 shares; 2025Q3: 25,600 shares; 2025Q4: 12,864 shares; 2026Q1: 12,578 shares; 2026Q2: 12,255 shares 12,255 $3.13M 0.05% -323 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,082 shares; 2026Q1: 39,255 shares; 2026Q2: 40,317 shares 40,317 $3.11M 0.05% +1,062 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: 13,245 shares; 2024Q4: 13,184 shares; 2025Q1: 13,185 shares; 2025Q2: 10,732 shares; 2025Q3: 9,625 shares; 2025Q4: 9,173 shares; 2026Q1: 9,661 shares; 2026Q2: 10,957 shares 10,957 $3.02M 0.05% +1,296 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: 29,745 shares; 2026Q2: 29,850 shares 29,850 $3.01M 0.05% +105 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: 38,153 shares; 2024Q4: 29,354 shares; 2025Q1: 29,256 shares; 2025Q2: 35,925 shares; 2025Q3: 31,557 shares; 2025Q4: 32,537 shares; 2026Q1: 6,911 shares; 2026Q2: 5,817 shares 5,817 $2.99M 0.04% -1,094 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: 7,054 shares; 2024Q4: 7,189 shares; 2025Q1: 7,591 shares; 2025Q2: 7,211 shares; 2025Q3: 7,292 shares; 2025Q4: 8,311 shares; 2026Q1: 10,918 shares; 2026Q2: 11,585 shares 11,585 $2.96M 0.04% +667 Timeline DFAU 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: 56,332 shares; 2024Q4: 56,332 shares; 2025Q1: 56,332 shares; 2025Q2: 56,332 shares; 2025Q3: 56,332 shares; 2025Q4: 58,864 shares; 2026Q1: 58,864 shares; 2026Q2: 56,510 shares 56,510 $2.92M 0.04% -2,354 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: 60,884 shares; 2024Q4: 60,727 shares; 2025Q1: 60,901 shares; 2025Q2: 67,896 shares; 2025Q3: 67,774 shares; 2025Q4: 24,597 shares; 2026Q1: 23,914 shares; 2026Q2: 23,289 shares 23,289 $2.9M 0.04% -625 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: 17,903 shares; 2024Q4: 18,443 shares; 2025Q1: 18,286 shares; 2025Q2: 14,959 shares; 2025Q3: 16,382 shares; 2025Q4: 18,283 shares; 2026Q1: 17,532 shares; 2026Q2: 15,229 shares 15,229 $2.89M 0.04% -2,303 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: 3,532 shares; 2025Q1: 3,203 shares; 2025Q2: 3,388 shares; 2025Q3: 3,415 shares; 2025Q4: 3,603 shares; 2026Q1: 3,340 shares; 2026Q2: 2,999 shares 2,999 $2.88M 0.04% -341 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: 4,257 shares; 2024Q4: 8,142 shares; 2025Q1: 8,256 shares; 2025Q2: 7,101 shares; 2025Q3: 7,265 shares; 2025Q4: 6,820 shares; 2026Q1: 7,761 shares; 2026Q2: 8,208 shares 8,208 $2.8M 0.04% +447 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600,545 shares; 2025Q2: 847,809 shares; 2025Q3: 15,411 shares; 2025Q4: 102,922 shares; 2026Q1: 179,011 shares; 2026Q2: 190,807 shares 190,807 $2.8M 0.04% +11,796 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: 37,274 shares; 2024Q4: 40,465 shares; 2025Q1: 38,331 shares; 2025Q2: 35,103 shares; 2025Q3: 33,688 shares; 2025Q4: 32,810 shares; 2026Q1: 38,427 shares; 2026Q2: 36,589 shares 36,589 $2.78M 0.04% -1,838 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: 6,254 shares; 2024Q4: 6,311 shares; 2025Q1: 6,259 shares; 2025Q2: 7,561 shares; 2025Q3: 7,573 shares; 2025Q4: 7,982 shares; 2026Q1: 8,266 shares; 2026Q2: 9,345 shares 9,345 $2.78M 0.04% +1,079 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: 39,861 shares; 2024Q4: 40,422 shares; 2025Q1: 38,011 shares; 2025Q2: 45,607 shares; 2025Q3: 45,249 shares; 2025Q4: 16,640 shares; 2026Q1: 15,760 shares; 2026Q2: 14,408 shares 14,408 $2.74M 0.04% -1,352 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,784 shares; 2024Q4: 8,750 shares; 2025Q1: 8,725 shares; 2025Q2: 8,769 shares; 2025Q3: 7,439 shares; 2025Q4: 7,522 shares; 2026Q1: 24,757 shares; 2026Q2: 13,248 shares 13,248 $2.74M 0.04% -11,509 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 6,183 shares; 2026Q2: 30,915 shares 30,915 $2.72M 0.04% +24,732 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: 23,324 shares; 2024Q4: 22,445 shares; 2025Q1: 22,114 shares; 2025Q2: 13,258 shares; 2025Q3: 12,272 shares; 2025Q4: 12,223 shares; 2026Q1: 11,985 shares; 2026Q2: 12,060 shares 12,060 $2.7M 0.04% +75 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,822 shares; 2024Q4: 4,434 shares; 2025Q1: 4,499 shares; 2025Q2: 16,127 shares; 2025Q3: 17,590 shares; 2025Q4: 17,865 shares; 2026Q1: 17,281 shares; 2026Q2: 15,499 shares 15,499 $2.63M 0.04% -1,782 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: 7,606 shares; 2024Q4: 7,891 shares; 2025Q1: 7,509 shares; 2025Q2: 11,196 shares; 2025Q3: 9,119 shares; 2025Q4: 10,357 shares; 2026Q1: 10,378 shares; 2026Q2: 10,630 shares 10,630 $2.62M 0.04% +252 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,188 shares; 2026Q2: 35,072 shares 35,072 $2.61M 0.04% +6,884 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: 11,686 shares; 2024Q4: 20,553 shares; 2025Q1: 12,933 shares; 2025Q2: 5,828 shares; 2025Q3: 5,413 shares; 2025Q4: 23,829 shares; 2026Q1: 5,348 shares; 2026Q2: 6,319 shares 6,319 $2.59M 0.04% +971 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: 31,358 shares; 2024Q4: 29,181 shares; 2025Q1: 49,499 shares; 2025Q2: 50,631 shares; 2025Q3: 40,763 shares; 2025Q4: 89,592 shares; 2026Q1: 33,565 shares; 2026Q2: 35,069 shares 35,069 $2.57M 0.04% +1,504 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: 667,766 shares; 2024Q4: 50,765 shares; 2025Q1: 39,912 shares; 2025Q2: 28,859 shares; 2025Q3: 31,327 shares; 2025Q4: 29,807 shares; 2026Q1: 30,718 shares; 2026Q2: 26,273 shares 26,273 $2.53M 0.04% -4,445 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,145 shares; 2026Q2: 46,951 shares 46,951 $2.47M 0.04% -24,194 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: 16,715 shares; 2024Q4: 16,575 shares; 2025Q1: 16,575 shares; 2025Q2: 16,575 shares; 2025Q3: 16,675 shares; 2025Q4: 16,310 shares; 2026Q1: 16,304 shares; 2026Q2: 15,741 shares 15,741 $2.47M 0.04% -563 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: 10,561 shares; 2024Q4: 10,185 shares; 2025Q1: 10,192 shares; 2025Q2: 10,299 shares; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares; 2026Q1: 10,205 shares; 2026Q2: 6,473 shares 6,473 $2.38M 0.04% -3,732 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,692 shares; 2024Q4: 5,365 shares; 2025Q1: 5,489 shares; 2025Q2: 19,633 shares; 2025Q3: 21,014 shares; 2025Q4: 21,490 shares; 2026Q1: 18,172 shares; 2026Q2: 15,519 shares 15,519 $2.37M 0.04% -2,653 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: 5,696 shares; 2025Q3: 12,262 shares; 2025Q4: 10,262 shares; 2026Q1: 17,340 shares; 2026Q2: 14,361 shares 14,361 $2.36M 0.04% -2,979 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: 14,114 shares; 2024Q4: 13,739 shares; 2025Q1: 13,740 shares; 2025Q2: 13,565 shares; 2025Q3: 14,995 shares; 2025Q4: 17,010 shares; 2026Q1: 16,793 shares; 2026Q2: 16,297 shares 16,297 $2.33M 0.03% -496 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: 16,146 shares; 2024Q4: 16,982 shares; 2025Q1: 16,341 shares; 2025Q2: 17,309 shares; 2025Q3: 18,767 shares; 2025Q4: 25,392 shares; 2026Q1: 47,928 shares; 2026Q2: 48,955 shares 48,955 $2.33M 0.03% +1,027 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: 10,389 shares 10,389 $2.33M 0.03% new 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: 37,977 shares; 2024Q4: 35,854 shares; 2025Q1: 36,632 shares; 2025Q2: 28,257 shares; 2025Q3: 29,212 shares; 2025Q4: 29,889 shares; 2026Q1: 30,083 shares; 2026Q2: 27,837 shares 27,837 $2.3M 0.03% -2,246 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: 24,873 shares; 2024Q4: 24,263 shares; 2025Q1: 23,562 shares; 2025Q2: 23,476 shares; 2025Q3: 23,729 shares; 2025Q4: 23,618 shares; 2026Q1: 14,984 shares; 2026Q2: 14,643 shares 14,643 $2.29M 0.03% -341 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: 12,745 shares; 2025Q1: 14,781 shares; 2025Q2: 15,753 shares; 2025Q3: 15,373 shares; 2025Q4: 16,117 shares; 2026Q1: 15,630 shares; 2026Q2: 15,183 shares 15,183 $2.24M 0.03% -447 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: 9,972 shares; 2024Q4: 9,144 shares; 2025Q1: 9,306 shares; 2025Q2: 6,674 shares; 2025Q3: 7,161 shares; 2025Q4: 6,736 shares; 2026Q1: 6,813 shares; 2026Q2: 7,111 shares 7,111 $2.23M 0.03% +298 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,977 shares; 2024Q4: 103,610 shares; 2025Q1: 105,073 shares; 2025Q2: 144,386 shares; 2025Q3: 117,000 shares; 2025Q4: 118,591 shares; 2026Q1: 107,064 shares; 2026Q2: 106,050 shares 106,050 $2.22M 0.03% -1,014 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: 425 shares; 2024Q4: 464 shares; 2025Q1: 506 shares; 2025Q2: 421 shares; 2025Q3: 486 shares; 2025Q4: 583 shares; 2026Q1: 702 shares; 2026Q2: 7,338 shares 7,338 $2.21M 0.03% +6,636 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: 10,527 shares; 2024Q4: 18,079 shares; 2025Q1: 19,124 shares; 2025Q2: 13,859 shares; 2025Q3: 14,583 shares; 2025Q4: 14,620 shares; 2026Q1: 15,028 shares; 2026Q2: 14,087 shares 14,087 $2.21M 0.03% -941 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,067 shares; 2024Q4: 15,291 shares; 2025Q1: 15,422 shares; 2025Q2: 10,354 shares; 2025Q3: 10,729 shares; 2025Q4: 10,398 shares; 2026Q1: 10,585 shares; 2026Q2: 11,709 shares 11,709 $2.21M 0.03% +1,124 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,993 shares; 2024Q4: 6,213 shares; 2025Q1: 4,610 shares; 2025Q2: 10,549 shares; 2025Q3: 11,149 shares; 2025Q4: 11,378 shares; 2026Q1: 12,250 shares; 2026Q2: 10,689 shares 10,689 $2.19M 0.03% -1,561 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: 10,298 shares; 2024Q4: 8,795 shares; 2025Q1: 19,545 shares; 2025Q2: 17,355 shares; 2025Q3: 15,408 shares; 2025Q4: 10,809 shares; 2026Q1: 10,410 shares; 2026Q2: 9,657 shares 9,657 $2.14M 0.03% -753 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,752 shares; 2024Q4: 78,251 shares; 2025Q1: 80,830 shares; 2025Q2: 60,147 shares; 2025Q3: 66,461 shares; 2025Q4: 61,867 shares; 2026Q1: 91,874 shares; 2026Q2: 96,829 shares 96,829 $2.12M 0.03% +4,955 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,537 shares; 2024Q4: 38,956 shares; 2025Q1: 38,523 shares; 2025Q2: 27,752 shares; 2025Q3: 28,362 shares; 2025Q4: 28,205 shares; 2026Q1: 28,879 shares; 2026Q2: 32,915 shares 32,915 $2.11M 0.03% +4,036 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: 27,085 shares; 2024Q4: 25,299 shares; 2025Q1: 25,354 shares; 2025Q2: 20,920 shares; 2025Q3: 19,327 shares; 2025Q4: 19,522 shares; 2026Q1: 19,416 shares; 2026Q2: 21,358 shares 21,358 $2.1M 0.03% +1,942 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: 121,633 shares; 2024Q4: 112,571 shares; 2025Q1: 115,709 shares; 2025Q2: 97,361 shares; 2025Q3: 96,455 shares; 2025Q4: 99,077 shares; 2026Q1: 101,507 shares; 2026Q2: 101,005 shares 101,005 $2.09M 0.03% -502 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: 2,182 shares; 2024Q4: 2,517 shares; 2025Q1: 2,372 shares; 2025Q2: 2,390 shares; 2025Q3: 2,131 shares; 2025Q4: 3,261 shares; 2026Q1: 3,301 shares; 2026Q2: 3,278 shares 3,278 $2.08M 0.03% -23 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: 89,889 shares; 2024Q4: 88,274 shares; 2025Q1: 37,603 shares; 2025Q2: 36,361 shares; 2025Q3: 33,419 shares; 2025Q4: 31,956 shares; 2026Q1: 26,209 shares; 2026Q2: 22,911 shares 22,911 $2.08M 0.03% -3,298 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: 5,629 shares; 2024Q4: 5,876 shares; 2025Q1: 6,019 shares; 2025Q2: 5,669 shares; 2025Q3: 5,820 shares; 2025Q4: 6,501 shares; 2026Q1: 6,065 shares; 2026Q2: 6,133 shares 6,133 $2.07M 0.03% +68 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: 5,418 shares; 2024Q4: 5,153 shares; 2025Q1: 6,189 shares; 2025Q2: 11,963 shares; 2025Q3: 11,971 shares; 2025Q4: 14,490 shares; 2026Q1: 14,447 shares; 2026Q2: 14,612 shares 14,612 $2.05M 0.03% +165 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,681 shares; 2024Q4: 2,796 shares; 2025Q1: 2,599 shares; 2025Q2: 5,007 shares; 2025Q3: 5,151 shares; 2025Q4: 3,856 shares; 2026Q1: 3,702 shares; 2026Q2: 3,763 shares 3,763 $2.04M 0.03% +61 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: 238 shares; 2024Q4: 225 shares; 2025Q1: 124 shares; 2025Q2: 241 shares; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: 1,531 shares; 2026Q2: 1,698 shares 1,698 $2.03M 0.03% +167 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,808 shares; 2024Q4: 9,855 shares; 2025Q1: 9,951 shares; 2025Q2: 21,324 shares; 2025Q3: 22,417 shares; 2025Q4: 24,085 shares; 2026Q1: 23,124 shares; 2026Q2: 23,011 shares 23,011 $2.02M 0.03% -113 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: 10,714 shares; 2024Q4: 10,476 shares; 2025Q1: 9,846 shares; 2025Q2: 9,293 shares; 2025Q3: 8,609 shares; 2025Q4: 8,077 shares; 2026Q1: 6,808 shares; 2026Q2: 6,794 shares 6,794 $1.99M 0.03% -14 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,886 shares; 2024Q4: 64,222 shares; 2025Q1: 49,824 shares; 2025Q2: 40,856 shares; 2025Q3: 40,826 shares; 2025Q4: 35,533 shares; 2026Q1: 34,795 shares; 2026Q2: 33,428 shares 33,428 $1.98M 0.03% -1,367 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,512 shares; 2024Q4: 65,026 shares; 2025Q1: 75,464 shares; 2025Q2: 54,681 shares; 2025Q3: 58,807 shares; 2025Q4: 54,621 shares; 2026Q1: 59,228 shares; 2026Q2: 72,345 shares 72,345 $1.98M 0.03% +13,117 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: 11,592 shares; 2024Q4: 10,544 shares; 2025Q1: 10,142 shares; 2025Q2: 11,876 shares; 2025Q3: 9,951 shares; 2025Q4: 10,392 shares; 2026Q1: 7,589 shares; 2026Q2: 7,495 shares 7,495 $1.95M 0.03% -94 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,813 shares; 2025Q4: 47,700 shares; 2026Q1: 40,289 shares; 2026Q2: 40,552 shares 40,552 $1.94M 0.03% +263 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: 269,461 shares; 2024Q4: 257,197 shares; 2025Q1: 112,892 shares; 2025Q2: 102,645 shares; 2025Q3: 96,204 shares; 2025Q4: 88,377 shares; 2026Q1: 85,946 shares; 2026Q2: 79,991 shares 79,991 $1.93M 0.03% -5,955 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,873 shares; 2025Q2: 13,591 shares; 2025Q3: 14,890 shares; 2025Q4: 14,813 shares; 2026Q1: 14,736 shares; 2026Q2: 14,509 shares 14,509 $1.93M 0.03% -227 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,347 shares; 2025Q1: 128,146 shares; 2025Q2: 104,439 shares; 2025Q3: 79,652 shares; 2025Q4: 75,234 shares; 2026Q1: 80,621 shares; 2026Q2: 89,239 shares 89,239 $1.89M 0.03% +8,618 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,449 shares; 2024Q4: 30,436 shares; 2025Q1: 31,170 shares; 2025Q2: 22,887 shares; 2025Q3: 23,853 shares; 2025Q4: 22,170 shares; 2026Q1: 23,238 shares; 2026Q2: 24,651 shares 24,651 $1.89M 0.03% +1,413 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,942 shares; 2025Q1: 2,220 shares; 2025Q2: 9,110 shares; 2025Q3: 9,241 shares; 2025Q4: 9,481 shares; 2026Q1: 9,340 shares; 2026Q2: 9,327 shares 9,327 $1.87M 0.03% -13 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: 3,799 shares; 2024Q4: 3,875 shares; 2025Q1: 3,193 shares; 2025Q2: 4,632 shares; 2025Q3: 4,971 shares; 2025Q4: 4,612 shares; 2026Q1: 3,864 shares; 2026Q2: 21,714 shares 21,714 $1.87M 0.03% +17,850 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,996 shares; 2025Q1: 1,980 shares; 2025Q2: 1,992 shares; 2025Q3: 1,984 shares; 2025Q4: 2,031 shares; 2026Q1: 2,061 shares; 2026Q2: 2,465 shares 2,465 $1.86M 0.03% +404 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,178 shares; 2024Q4: 3,694 shares; 2025Q1: 3,748 shares; 2025Q2: 13,111 shares; 2025Q3: 14,937 shares; 2025Q4: 14,992 shares; 2026Q1: 14,259 shares; 2026Q2: 14,386 shares 14,386 $1.86M 0.03% +127 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 4,026 shares; 2025Q1: 4,077 shares; 2025Q2: 13,632 shares; 2025Q3: 14,144 shares; 2025Q4: 14,454 shares; 2026Q1: 13,939 shares; 2026Q2: 12,605 shares 12,605 $1.85M 0.03% -1,334 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,217 shares; 2024Q4: 5,868 shares; 2025Q1: 6,716 shares; 2025Q2: 20,160 shares; 2025Q3: 20,975 shares; 2025Q4: 21,140 shares; 2026Q1: 20,225 shares; 2026Q2: 20,550 shares 20,550 $1.84M 0.03% +325 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: 4,201 shares; 2026Q1: 3,596 shares; 2026Q2: 3,249 shares 3,249 $1.83M 0.03% -347 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: 4,109 shares; 2024Q4: 4,122 shares; 2025Q1: 4,205 shares; 2025Q2: 4,472 shares; 2025Q3: 3,463 shares; 2025Q4: 3,258 shares; 2026Q1: 3,349 shares; 2026Q2: 3,584 shares 3,584 $1.83M 0.03% +235 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915,069 shares; 2024Q4: 71,906 shares; 2025Q1: 56,343 shares; 2025Q2: 37,914 shares; 2025Q3: 35,947 shares; 2025Q4: 39,171 shares; 2026Q1: 41,146 shares; 2026Q2: 40,507 shares 40,507 $1.82M 0.03% -639 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: 41,017 shares; 2024Q4: 38,250 shares; 2025Q1: 35,672 shares; 2025Q2: 27,004 shares; 2025Q3: 25,433 shares; 2025Q4: 23,995 shares; 2026Q1: 22,879 shares; 2026Q2: 23,081 shares 23,081 $1.81M 0.03% +202 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,960 shares; 2025Q3: 9,927 shares; 2025Q4: 9,927 shares; 2026Q1: 10,106 shares; 2026Q2: 10,106 shares 10,106 $1.79M 0.03% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 9,426 shares; 2025Q3: 9,766 shares; 2025Q4: 10,113 shares; 2026Q1: 9,611 shares; 2026Q2: 7,373 shares 7,373 $1.78M 0.03% -2,238 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: 35,480 shares; 2024Q4: 32,203 shares; 2025Q1: 33,827 shares; 2025Q2: 31,673 shares; 2025Q3: 34,804 shares; 2025Q4: 31,299 shares; 2026Q1: 32,558 shares; 2026Q2: 41,802 shares 41,802 $1.77M 0.03% +9,244 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,025 shares; 2024Q4: 9,025 shares; 2025Q1: 9,025 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 7,773 shares; 2026Q1: 6,954 shares; 2026Q2: 6,995 shares 6,995 $1.76M 0.03% +41 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: 3,532 shares; 2024Q4: 3,393 shares; 2025Q1: 3,086 shares; 2025Q2: 3,551 shares; 2025Q3: 3,750 shares; 2025Q4: 4,541 shares; 2026Q1: 5,052 shares; 2026Q2: 5,870 shares 5,870 $1.75M 0.03% +818 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,760 shares; 2025Q1: 2,686 shares; 2025Q2: 9,875 shares; 2025Q3: 10,749 shares; 2025Q4: 11,057 shares; 2026Q1: 10,554 shares; 2026Q2: 10,526 shares 10,526 $1.73M 0.03% -28 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: 105,811 shares; 2024Q4: 93,782 shares; 2025Q1: 100,340 shares; 2025Q2: 78,275 shares; 2025Q3: 72,883 shares; 2025Q4: 65,559 shares; 2026Q1: 67,826 shares; 2026Q2: 70,507 shares 70,507 $1.73M 0.03% +2,681 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 1,628 shares; 2025Q1: 1,677 shares; 2025Q2: 5,768 shares; 2025Q3: 6,290 shares; 2025Q4: 6,829 shares; 2026Q1: 9,692 shares; 2026Q2: 12,287 shares 12,287 $1.71M 0.03% +2,595 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,288 shares; 2025Q1: 1,258 shares; 2025Q2: 2,924 shares; 2025Q3: 4,184 shares; 2025Q4: 4,829 shares; 2026Q1: 4,636 shares; 2026Q2: 4,597 shares 4,597 $1.67M 0.02% -39 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: 4,256 shares; 2024Q4: 4,527 shares; 2025Q1: 3,489 shares; 2025Q2: 4,272 shares; 2025Q3: 3,979 shares; 2025Q4: 4,774 shares; 2026Q1: 4,701 shares; 2026Q2: 4,685 shares 4,685 $1.6M 0.02% -16 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 21,505 shares 21,505 $1.59M 0.02% new 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: 1,247 shares; 2024Q4: 1,192 shares; 2025Q1: 650 shares; 2025Q2: 1,428 shares; 2025Q3: 1,409 shares; 2025Q4: 1,735 shares; 2026Q1: 1,448 shares; 2026Q2: 1,401 shares 1,401 $1.59M 0.02% -47 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,765 shares; 2024Q4: 6,428 shares; 2025Q1: 6,451 shares; 2025Q2: 13,066 shares; 2025Q3: 13,431 shares; 2025Q4: 14,303 shares; 2026Q1: 14,284 shares; 2026Q2: 14,196 shares 14,196 $1.58M 0.02% -88 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,984 shares; 2024Q4: 29,244 shares; 2025Q1: 28,114 shares; 2025Q2: 19,697 shares; 2025Q3: 21,377 shares; 2025Q4: 19,678 shares; 2026Q1: 19,324 shares; 2026Q2: 20,500 shares 20,500 $1.56M 0.02% +1,176 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,288 shares; 2025Q1: 1,296 shares; 2025Q2: 4,882 shares; 2025Q3: 4,994 shares; 2025Q4: 5,073 shares; 2026Q1: 4,846 shares; 2026Q2: 4,894 shares 4,894 $1.55M 0.02% +48 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 19,619 shares; 2026Q2: 72,881 shares 72,881 $1.55M 0.02% +53,262 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,791 shares; 2024Q4: 21,869 shares; 2025Q1: 18,685 shares; 2025Q2: 17,787 shares; 2025Q3: 17,186 shares; 2025Q4: 17,955 shares; 2026Q1: 17,308 shares; 2026Q2: 16,682 shares 16,682 $1.54M 0.02% -626 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,214 shares; 2025Q4: 11,373 shares; 2026Q1: 10,898 shares; 2026Q2: 13,216 shares 13,216 $1.54M 0.02% +2,318 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: 4,029 shares; 2024Q4: 4,035 shares; 2025Q1: 3,577 shares; 2025Q2: 3,233 shares; 2025Q3: 3,255 shares; 2025Q4: 2,990 shares; 2026Q1: 2,930 shares; 2026Q2: 2,967 shares 2,967 $1.51M 0.02% +37 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,605 shares; 2024Q4: 20,294 shares; 2025Q1: 20,360 shares; 2025Q2: 74,579 shares; 2025Q3: 78,467 shares; 2025Q4: 77,493 shares; 2026Q1: 73,721 shares; 2026Q2: 65,638 shares 65,638 $1.49M 0.02% -8,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 594 shares; 2025Q4: 814 shares; 2026Q1: 849 shares; 2026Q2: 750 shares 750 $1.49M 0.02% -99 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 4,556 shares; 2025Q3: 4,978 shares; 2025Q4: 5,095 shares; 2026Q1: 4,817 shares; 2026Q2: 9,203 shares 9,203 $1.48M 0.02% +4,386 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 2,613 shares; 2025Q1: 2,616 shares; 2025Q2: 9,613 shares; 2025Q3: 10,174 shares; 2025Q4: 8,215 shares; 2026Q1: 7,777 shares; 2026Q2: 7,810 shares 7,810 $1.46M 0.02% +33 Timeline JQUA 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: 78,042 shares; 2024Q4: 49,988 shares; 2025Q1: 48,086 shares; 2025Q2: 37,700 shares; 2025Q3: 35,162 shares; 2025Q4: 34,921 shares; 2026Q1: 31,473 shares; 2026Q2: 19,933 shares 19,933 $1.44M 0.02% -11,540 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,990 shares; 2025Q3: 40,990 shares; 2025Q4: 40,990 shares; 2026Q1: 40,990 shares; 2026Q2: 40,990 shares 40,990 $1.44M 0.02% 0 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS 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: 57,216 shares; 2026Q1: 54,284 shares; 2026Q2: 54,281 shares 54,281 $1.43M 0.02% -3 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 2,205 shares; 2025Q1: 2,159 shares; 2025Q2: 5,956 shares; 2025Q3: 6,328 shares; 2025Q4: 6,473 shares; 2026Q1: 6,302 shares; 2026Q2: 6,204 shares 6,204 $1.41M 0.02% -98 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,504 shares; 2024Q4: 5,329 shares; 2025Q1: 4,121 shares; 2025Q2: 7,016 shares; 2025Q3: 6,197 shares; 2025Q4: 5,795 shares; 2026Q1: 5,087 shares; 2026Q2: 4,947 shares 4,947 $1.41M 0.02% -140 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,286 shares; 2024Q4: 26,730 shares; 2025Q1: 31,927 shares; 2025Q2: 31,840 shares; 2025Q3: 33,202 shares; 2025Q4: 33,135 shares; 2026Q1: 33,900 shares; 2026Q2: 32,899 shares 32,899 $1.4M 0.02% -1,001 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,059 shares; 2025Q4: 6,721 shares; 2026Q1: 6,630 shares; 2026Q2: 7,061 shares 7,061 $1.39M 0.02% +431 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,309 shares; 2026Q1: 1,390 shares; 2026Q2: 1,433 shares 1,433 $1.38M 0.02% +43 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 1,613 shares; 2025Q1: 1,631 shares; 2025Q2: 6,146 shares; 2025Q3: 6,468 shares; 2025Q4: 6,509 shares; 2026Q1: 6,201 shares; 2026Q2: 6,455 shares 6,455 $1.37M 0.02% +254 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,301 shares; 2024Q4: 11,442 shares; 2025Q1: 17,555 shares; 2025Q2: 12,490 shares; 2025Q3: 12,213 shares; 2025Q4: 12,749 shares; 2026Q1: 11,211 shares; 2026Q2: 11,449 shares 11,449 $1.35M 0.02% +238 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: 7,697 shares; 2024Q4: 7,899 shares; 2025Q1: 5,796 shares; 2025Q2: 6,404 shares; 2025Q3: 6,557 shares; 2025Q4: 20,625 shares; 2026Q1: 6,407 shares; 2026Q2: 6,200 shares 6,200 $1.34M 0.02% -207 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 25,728 shares; 2026Q2: 24,377 shares 24,377 $1.34M 0.02% -1,351 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares; 2026Q1: 4,195 shares; 2026Q2: 13,952 shares 13,952 $1.32M 0.02% +9,757 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 1,753 shares; 2025Q1: 1,912 shares; 2025Q2: 2,368 shares; 2025Q3: 2,478 shares; 2025Q4: 2,212 shares; 2026Q1: 2,523 shares; 2026Q2: 2,536 shares 2,536 $1.32M 0.02% +13 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: 26,405 shares; 2024Q4: 44,271 shares; 2025Q1: 38,513 shares; 2025Q2: 27,724 shares; 2025Q3: 23,397 shares; 2025Q4: 6,389 shares; 2026Q1: 6,467 shares; 2026Q2: 6,525 shares 6,525 $1.32M 0.02% +58 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,011 shares; 2024Q4: 4,616 shares; 2025Q1: 4,634 shares; 2025Q2: 17,362 shares; 2025Q3: 17,767 shares; 2025Q4: 18,156 shares; 2026Q1: 17,264 shares; 2026Q2: 18,358 shares 18,358 $1.31M 0.02% +1,094 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508,468 shares; 2024Q4: not reported; 2025Q1: 17,373 shares; 2025Q2: 36,924 shares; 2025Q3: 88,309 shares; 2025Q4: 85,337 shares; 2026Q1: 72,644 shares; 2026Q2: 72,426 shares 72,426 $1.31M 0.02% -218 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 2,192 shares; 2025Q1: 2,236 shares; 2025Q2: 8,073 shares; 2025Q3: 8,336 shares; 2025Q4: 8,746 shares; 2026Q1: 8,821 shares; 2026Q2: 8,379 shares 8,379 $1.31M 0.02% -442 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,006 shares; 2024Q4: 15,163 shares; 2025Q1: 15,304 shares; 2025Q2: 55,953 shares; 2025Q3: 58,869 shares; 2025Q4: 59,840 shares; 2026Q1: 57,262 shares; 2026Q2: 58,147 shares 58,147 $1.3M 0.02% +885 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,283 shares; 2026Q2: 6,668 shares 6,668 $1.3M 0.02% +385 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: 46,891 shares; 2024Q4: 38,425 shares; 2025Q1: 38,422 shares; 2025Q2: 24,934 shares; 2025Q3: 24,782 shares; 2025Q4: 24,656 shares; 2026Q1: 20,228 shares; 2026Q2: 13,454 shares 13,454 $1.3M 0.02% -6,774 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,317 shares; 2026Q2: 20,547 shares 20,547 $1.29M 0.02% +230 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: 7,268 shares; 2024Q4: 8,450 shares; 2025Q1: 8,352 shares; 2025Q2: 31,368 shares; 2025Q3: 32,126 shares; 2025Q4: 33,009 shares; 2026Q1: 31,115 shares; 2026Q2: 31,323 shares 31,323 $1.28M 0.02% +208 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: 5,057 shares; 2025Q3: 5,407 shares; 2025Q4: 5,490 shares; 2026Q1: 5,361 shares; 2026Q2: 5,368 shares 5,368 $1.28M 0.02% +7 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: 11,220 shares; 2024Q4: 8,717 shares; 2025Q1: 8,352 shares; 2025Q2: 8,121 shares; 2025Q3: 8,020 shares; 2025Q4: 7,262 shares; 2026Q1: 6,876 shares; 2026Q2: 5,823 shares 5,823 $1.28M 0.02% -1,053 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,828 shares; 2025Q2: 8,430 shares; 2025Q3: 7,841 shares; 2025Q4: 6,854 shares; 2026Q1: 5,963 shares; 2026Q2: 5,044 shares 5,044 $1.28M 0.02% -919 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: 10,832 shares; 2024Q4: 10,440 shares; 2025Q1: 7,259 shares; 2025Q2: 6,193 shares; 2025Q3: 5,870 shares; 2025Q4: 5,192 shares; 2026Q1: 3,708 shares; 2026Q2: 4,390 shares 4,390 $1.28M 0.02% +682 Timeline JVAL 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: 119,434 shares; 2024Q4: 60,303 shares; 2025Q1: 57,710 shares; 2025Q2: 50,693 shares; 2025Q3: 48,105 shares; 2025Q4: 47,778 shares; 2026Q1: 47,777 shares; 2026Q2: 21,346 shares 21,346 $1.25M 0.02% -26,431 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: 18,106 shares; 2024Q4: 18,617 shares; 2025Q1: 19,144 shares; 2025Q2: 11,859 shares; 2025Q3: 11,761 shares; 2025Q4: 12,263 shares; 2026Q1: 11,970 shares; 2026Q2: 12,248 shares 12,248 $1.25M 0.02% +278 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: 3,091 shares; 2024Q4: 3,613 shares; 2025Q1: 3,644 shares; 2025Q2: 3,602 shares; 2025Q3: 3,674 shares; 2025Q4: 7,438 shares; 2026Q1: 7,150 shares; 2026Q2: 7,338 shares 7,338 $1.24M 0.02% +188 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: 2,974 shares; 2024Q4: 3,396 shares; 2025Q1: 3,290 shares; 2025Q2: 2,649 shares; 2025Q3: 3,523 shares; 2025Q4: 5,263 shares; 2026Q1: 4,126 shares; 2026Q2: 15,068 shares 15,068 $1.21M 0.02% +10,942 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: 4,094 shares; 2024Q4: 4,573 shares; 2025Q1: 4,657 shares; 2025Q2: 16,951 shares; 2025Q3: 17,633 shares; 2025Q4: 17,888 shares; 2026Q1: 17,179 shares; 2026Q2: 17,337 shares 17,337 $1.21M 0.02% +158 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,662 shares; 2025Q3: 3,355 shares; 2025Q4: 3,397 shares; 2026Q1: 3,375 shares; 2026Q2: 3,465 shares 3,465 $1.21M 0.02% +90 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: 2,208 shares; 2024Q4: 2,255 shares; 2025Q1: 3,282 shares; 2025Q2: 6,686 shares; 2025Q3: 6,101 shares; 2025Q4: 6,256 shares; 2026Q1: 7,791 shares; 2026Q2: 7,084 shares 7,084 $1.2M 0.02% -707 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: 10,889 shares; 2024Q4: 10,156 shares; 2025Q1: 10,211 shares; 2025Q2: 11,399 shares; 2025Q3: 11,647 shares; 2025Q4: 10,028 shares; 2026Q1: 10,066 shares; 2026Q2: 9,221 shares 9,221 $1.2M 0.02% -845 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: 6,481 shares; 2024Q4: 6,574 shares; 2025Q1: 6,586 shares; 2025Q2: 13,258 shares; 2025Q3: 9,694 shares; 2025Q4: 9,920 shares; 2026Q1: 9,916 shares; 2026Q2: 9,916 shares 9,916 $1.2M 0.02% 0 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: 16,133 shares; 2024Q4: 15,730 shares; 2025Q1: 14,942 shares; 2025Q2: 10,925 shares; 2025Q3: 8,276 shares; 2025Q4: 8,373 shares; 2026Q1: 6,837 shares; 2026Q2: 7,115 shares 7,115 $1.19M 0.02% +278 Timeline VWOB 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: 23,116 shares; 2024Q4: 27,448 shares; 2025Q1: 28,759 shares; 2025Q2: 42,327 shares; 2025Q3: 36,382 shares; 2025Q4: 31,539 shares; 2026Q1: 17,546 shares; 2026Q2: 17,548 shares 17,548 $1.18M 0.02% +2 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,287 shares; 2024Q4: 16,689 shares; 2025Q1: 16,843 shares; 2025Q2: 61,610 shares; 2025Q3: 65,296 shares; 2025Q4: 66,266 shares; 2026Q1: 66,495 shares; 2026Q2: 66,058 shares 66,058 $1.17M 0.02% -437 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: not reported; 2025Q4: 9,567 shares; 2026Q1: 22,525 shares; 2026Q2: 33,187 shares 33,187 $1.15M 0.02% +10,662 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,428 shares; 2025Q2: 22,100 shares; 2025Q3: 20,434 shares; 2025Q4: 20,677 shares; 2026Q1: 17,505 shares; 2026Q2: 15,330 shares 15,330 $1.15M 0.02% -2,175 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,117 shares; 2026Q1: 20,194 shares; 2026Q2: 20,210 shares 20,210 $1.14M 0.02% +16 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,427 shares; 2025Q1: 1,459 shares; 2025Q2: 5,140 shares; 2025Q3: 5,440 shares; 2025Q4: 5,433 shares; 2026Q1: 5,472 shares; 2026Q2: 5,295 shares 5,295 $1.13M 0.02% -177 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,617 shares; 2025Q1: 1,680 shares; 2025Q2: 6,233 shares; 2025Q3: 6,416 shares; 2025Q4: 6,530 shares; 2026Q1: 6,563 shares; 2026Q2: 6,590 shares 6,590 $1.13M 0.02% +27 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 951 shares; 2025Q2: 3,097 shares; 2025Q3: 3,353 shares; 2025Q4: 3,798 shares; 2026Q1: 3,636 shares; 2026Q2: 3,626 shares 3,626 $1.12M 0.02% -10 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,267 shares; 2025Q3: 4,039 shares; 2025Q4: 4,027 shares; 2026Q1: 3,915 shares; 2026Q2: 3,776 shares 3,776 $1.12M 0.02% -139 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,057 shares; 2025Q2: 28,545 shares; 2025Q3: 25,647 shares; 2025Q4: 26,990 shares; 2026Q1: 25,136 shares; 2026Q2: 27,327 shares 27,327 $1.11M 0.02% +2,191 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: 919 shares; 2024Q4: 1,081 shares; 2025Q1: 1,216 shares; 2025Q2: 1,218 shares; 2025Q3: 1,361 shares; 2025Q4: 1,970 shares; 2026Q1: 2,098 shares; 2026Q2: 2,250 shares 2,250 $1.11M 0.02% +152 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,657 shares; 2024Q4: 20,677 shares; 2025Q1: 27,489 shares; 2025Q2: 81,197 shares; 2025Q3: 67,573 shares; 2025Q4: 66,916 shares; 2026Q1: 61,887 shares; 2026Q2: 63,057 shares 63,057 $1.1M 0.02% +1,170 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 2,092 shares; 2025Q4: 2,450 shares; 2026Q1: 2,351 shares; 2026Q2: 2,364 shares 2,364 $1.1M 0.02% +13 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: 5,426 shares; 2024Q4: 5,872 shares; 2025Q1: 5,873 shares; 2025Q2: 14,352 shares; 2025Q3: 14,558 shares; 2025Q4: 12,045 shares; 2026Q1: 11,818 shares; 2026Q2: 11,903 shares 11,903 $1.08M 0.02% +85 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY 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: 40,378 shares; 2026Q2: 41,303 shares 41,303 $1.08M 0.02% +925 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,462 shares; 2025Q1: not reported; 2025Q2: 10,102 shares; 2025Q3: 13,667 shares; 2025Q4: 13,271 shares; 2026Q1: 13,271 shares; 2026Q2: 13,271 shares 13,271 $1.08M 0.02% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 21,993 shares; 2026Q2: 35,864 shares 35,864 $1.07M 0.02% +13,871 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 2,687 shares; 2025Q1: 2,705 shares; 2025Q2: 10,276 shares; 2025Q3: 10,859 shares; 2025Q4: 10,949 shares; 2026Q1: 10,364 shares; 2026Q2: 10,579 shares 10,579 $1.07M 0.02% +215 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,160 shares; 2024Q4: 10,552 shares; 2025Q1: 10,862 shares; 2025Q2: 26,631 shares; 2025Q3: 27,305 shares; 2025Q4: 27,418 shares; 2026Q1: 27,805 shares; 2026Q2: 27,577 shares 27,577 $1.05M 0.02% -228 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: 2,244 shares; 2024Q4: 2,149 shares; 2025Q1: 2,200 shares; 2025Q2: 2,144 shares; 2025Q3: 2,064 shares; 2025Q4: 3,008 shares; 2026Q1: 3,315 shares; 2026Q2: 2,102 shares 2,102 $1.04M 0.02% -1,213 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,086 shares; 2025Q3: 11,006 shares; 2025Q4: 11,156 shares; 2026Q1: 16,654 shares; 2026Q2: 22,383 shares 22,383 $1.04M 0.02% +5,729 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,581 shares; 2026Q2: 12,595 shares 12,595 $1.03M 0.02% +14 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: not reported; 2025Q4: not reported; 2026Q1: 15,140 shares; 2026Q2: 24,014 shares 24,014 $1.02M 0.02% +8,874 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: not reported; 2025Q1: not reported; 2025Q2: 6,602 shares; 2025Q3: 6,980 shares; 2025Q4: 7,147 shares; 2026Q1: 7,272 shares; 2026Q2: 7,122 shares 7,122 $1.02M 0.02% -150 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: 10,547 shares; 2024Q4: 10,580 shares; 2025Q1: 11,173 shares; 2025Q2: 10,356 shares; 2025Q3: 9,119 shares; 2025Q4: 12,902 shares; 2026Q1: 13,483 shares; 2026Q2: 11,013 shares 11,013 $1.01M 0.02% -2,470 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,853 shares; 2024Q4: 11,653 shares; 2025Q1: 7,703 shares; 2025Q2: 28,789 shares; 2025Q3: 29,617 shares; 2025Q4: 30,429 shares; 2026Q1: 29,093 shares; 2026Q2: 29,226 shares 29,226 $1.01M 0.02% +133 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,588 shares; 2025Q3: 12,434 shares; 2025Q4: 12,414 shares; 2026Q1: 12,394 shares; 2026Q2: 12,992 shares 12,992 $1.01M 0.02% +598 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,312 shares; 2025Q3: 13,044 shares; 2025Q4: 12,366 shares; 2026Q1: 12,175 shares; 2026Q2: 12,219 shares 12,219 $1.01M 0.02% +44 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: 21,098 shares; 2024Q4: 19,985 shares; 2025Q1: 20,310 shares; 2025Q2: 18,186 shares; 2025Q3: 16,369 shares; 2025Q4: 16,084 shares; 2026Q1: 13,607 shares; 2026Q2: 11,884 shares 11,884 $995K 0.01% -1,723 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,355 shares; 2025Q2: 15,623 shares; 2025Q3: 15,028 shares; 2025Q4: 14,410 shares; 2026Q1: 13,977 shares; 2026Q2: 18,033 shares 18,033 $991K 0.01% +4,056 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,958 shares; 2024Q4: 27,283 shares; 2025Q1: 44,999 shares; 2025Q2: 132,726 shares; 2025Q3: 122,132 shares; 2025Q4: 124,670 shares; 2026Q1: 124,274 shares; 2026Q2: 126,958 shares 126,958 $975K 0.01% +2,684 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,471 shares; 2025Q3: 10,710 shares; 2025Q4: 10,934 shares; 2026Q1: 11,116 shares; 2026Q2: 10,908 shares 10,908 $967K 0.01% -208 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM 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: 2,868 shares; 2025Q4: 5,215 shares; 2026Q1: 5,007 shares; 2026Q2: 4,941 shares 4,941 $967K 0.01% -66 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: 11,837 shares; 2024Q4: 11,327 shares; 2025Q1: 11,361 shares; 2025Q2: 11,029 shares; 2025Q3: 11,086 shares; 2025Q4: 11,224 shares; 2026Q1: 11,504 shares; 2026Q2: 11,563 shares 11,563 $966K 0.01% +59 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,749 shares; 2025Q3: 13,917 shares; 2025Q4: 13,770 shares; 2026Q1: 12,765 shares; 2026Q2: 14,062 shares 14,062 $962K 0.01% +1,297 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,113 shares; 2025Q2: 15,253 shares; 2025Q3: 13,011 shares; 2025Q4: 11,493 shares; 2026Q1: 10,803 shares; 2026Q2: 10,916 shares 10,916 $949K 0.01% +113 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,090 shares; 2024Q4: 234,745 shares; 2025Q1: 253,590 shares; 2025Q2: 344,257 shares; 2025Q3: 29,227 shares; 2025Q4: 23,002 shares; 2026Q1: 22,513 shares; 2026Q2: 19,786 shares 19,786 $941K 0.01% -2,727 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: 351 shares; 2024Q4: 615 shares; 2025Q1: 655 shares; 2025Q2: 626 shares; 2025Q3: 722 shares; 2025Q4: 891 shares; 2026Q1: 933 shares; 2026Q2: 951 shares 951 $930K 0.01% +18 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,436 shares; 2025Q3: 25,884 shares; 2025Q4: 26,072 shares; 2026Q1: 26,072 shares; 2026Q2: 26,072 shares 26,072 $915K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 5,242 shares; 2025Q4: 5,189 shares; 2026Q1: 5,194 shares; 2026Q2: 5,201 shares 5,201 $904K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,136 shares; 2026Q2: 30,825 shares 30,825 $893K 0.01% +14,689 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,709 shares; 2025Q2: 17,644 shares; 2025Q3: 18,185 shares; 2025Q4: 18,485 shares; 2026Q1: 18,983 shares; 2026Q2: 18,294 shares 18,294 $890K 0.01% -689 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,641 shares; 2025Q1: 3,448 shares; 2025Q2: 3,558 shares; 2025Q3: 3,996 shares; 2025Q4: 3,682 shares; 2026Q1: 3,544 shares; 2026Q2: 3,666 shares 3,666 $887K 0.01% +122 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,626 shares; 2025Q1: not reported; 2025Q2: 5,725 shares; 2025Q3: 6,446 shares; 2025Q4: 6,373 shares; 2026Q1: 6,599 shares; 2026Q2: 11,784 shares 11,784 $872K 0.01% +5,185 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,071 shares; 2025Q3: 4,244 shares; 2025Q4: 4,320 shares; 2026Q1: 4,347 shares; 2026Q2: 4,300 shares 4,300 $871K 0.01% -47 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,899 shares; 2025Q3: 16,874 shares; 2025Q4: 17,651 shares; 2026Q1: 16,342 shares; 2026Q2: 21,562 shares 21,562 $870K 0.01% +5,220 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: 1,978 shares; 2024Q4: 2,684 shares; 2025Q1: 3,029 shares; 2025Q2: 3,180 shares; 2025Q3: 3,138 shares; 2025Q4: 5,366 shares; 2026Q1: 5,780 shares; 2026Q2: 5,507 shares 5,507 $863K 0.01% -273 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: 16,704 shares; 2024Q4: 16,276 shares; 2025Q1: 15,742 shares; 2025Q2: 13,305 shares; 2025Q3: 15,309 shares; 2025Q4: 13,830 shares; 2026Q1: 12,853 shares; 2026Q2: 12,351 shares 12,351 $845K 0.01% -502 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,715 shares; 2025Q3: 8,808 shares; 2025Q4: 8,992 shares; 2026Q1: 8,925 shares; 2026Q2: 7,081 shares 7,081 $844K 0.01% -1,844 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 8,963 shares; 2025Q3: 8,548 shares; 2025Q4: 8,296 shares; 2026Q1: 8,098 shares; 2026Q2: 8,617 shares 8,617 $840K 0.01% +519 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares; 2026Q1: 6,430 shares; 2026Q2: 6,472 shares 6,472 $825K 0.01% +42 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,611 shares; 2025Q3: 11,678 shares; 2025Q4: 11,511 shares; 2026Q1: 11,484 shares; 2026Q2: 11,051 shares 11,051 $823K 0.01% -433 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,654 shares; 2025Q1: 2,707 shares; 2025Q2: 9,984 shares; 2025Q3: 10,657 shares; 2025Q4: 10,673 shares; 2026Q1: 10,953 shares; 2026Q2: 9,675 shares 9,675 $818K 0.01% -1,278 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 2,148 shares; 2025Q2: 7,861 shares; 2025Q3: 8,153 shares; 2025Q4: 8,335 shares; 2026Q1: 8,274 shares; 2026Q2: 8,284 shares 8,284 $817K 0.01% +10 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,836 shares; 2025Q2: 8,282 shares; 2025Q3: 7,684 shares; 2025Q4: 7,933 shares; 2026Q1: 7,444 shares; 2026Q2: 8,178 shares 8,178 $812K 0.01% +734 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: 620 shares; 2024Q4: 674 shares; 2025Q1: 906 shares; 2025Q2: 2,669 shares; 2025Q3: 2,604 shares; 2025Q4: 2,576 shares; 2026Q1: 1,983 shares; 2026Q2: 1,944 shares 1,944 $810K 0.01% -39 Timeline LYFT LYFT INC More: the full row for LYFT 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: 55,301 shares 55,301 $808K 0.01% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,442 shares; 2025Q2: 10,405 shares; 2025Q3: 9,919 shares; 2025Q4: 9,987 shares; 2026Q1: 9,441 shares; 2026Q2: 10,075 shares 10,075 $806K 0.01% +634 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,747 shares; 2024Q4: 5,691 shares; 2025Q1: 5,418 shares; 2025Q2: 12,342 shares; 2025Q3: 4,892 shares; 2025Q4: 5,238 shares; 2026Q1: 5,075 shares; 2026Q2: 5,075 shares 5,075 $805K 0.01% 0 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: 10,578 shares; 2024Q4: 10,542 shares; 2025Q1: 12,068 shares; 2025Q2: 11,728 shares; 2025Q3: 13,179 shares; 2025Q4: 13,461 shares; 2026Q1: 12,302 shares; 2026Q2: 10,809 shares 10,809 $804K 0.01% -1,493 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: 32,720 shares; 2024Q4: 4,982 shares; 2025Q1: 5,072 shares; 2025Q2: 4,986 shares; 2025Q3: 5,006 shares; 2025Q4: 51,781 shares; 2026Q1: 5,211 shares; 2026Q2: 5,818 shares 5,818 $796K 0.01% +607 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,735 shares; 2025Q3: 11,228 shares; 2025Q4: 11,144 shares; 2026Q1: 10,682 shares; 2026Q2: 11,097 shares 11,097 $794K 0.01% +415 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224 shares; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 4,864 shares; 2025Q4: 5,005 shares; 2026Q1: 5,008 shares; 2026Q2: 4,906 shares 4,906 $780K 0.01% -102 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,329 shares; 2025Q1: 2,382 shares; 2025Q2: 3,258 shares; 2025Q3: 3,476 shares; 2025Q4: 3,595 shares; 2026Q1: 3,477 shares; 2026Q2: 3,526 shares 3,526 $770K 0.01% +49 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: 12,803 shares; 2024Q4: 12,803 shares; 2025Q1: 12,803 shares; 2025Q2: 10,290 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares; 2026Q1: 10,225 shares; 2026Q2: 10,225 shares 10,225 $769K 0.01% 0 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: 1,548 shares; 2024Q4: 1,898 shares; 2025Q1: 1,857 shares; 2025Q2: 1,873 shares; 2025Q3: 1,789 shares; 2025Q4: 1,763 shares; 2026Q1: 1,730 shares; 2026Q2: 1,670 shares 1,670 $766K 0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,789 shares; 2025Q3: 13,789 shares; 2025Q4: 13,789 shares; 2026Q1: 28,279 shares; 2026Q2: 24,016 shares 24,016 $762K 0.01% -4,263 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 556 shares; 2026Q2: 956 shares 956 $760K 0.01% +400 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 2,001 shares; 2025Q4: 2,036 shares; 2026Q1: 2,078 shares; 2026Q2: 2,025 shares 2,025 $757K 0.01% -53 Timeline FV 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: 10,178 shares; 2024Q4: 11,068 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,693 shares; 2026Q1: 9,956 shares; 2026Q2: 9,954 shares 9,954 $755K 0.01% -2 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,795 shares; 2026Q2: 36,700 shares 36,700 $753K 0.01% -95 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,307 shares; 2024Q4: 19,388 shares; 2025Q1: 19,464 shares; 2025Q2: 28,598 shares; 2025Q3: 29,248 shares; 2025Q4: 29,807 shares; 2026Q1: 30,294 shares; 2026Q2: 29,795 shares 29,795 $753K 0.01% -499 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: 60,053 shares; 2024Q4: 78,606 shares; 2025Q1: 79,999 shares; 2025Q2: 89,645 shares; 2025Q3: 22,445 shares; 2025Q4: 20,592 shares; 2026Q1: 20,212 shares; 2026Q2: 18,329 shares 18,329 $752K 0.01% -1,883 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,524 shares; 2025Q3: 8,052 shares; 2025Q4: 8,080 shares; 2026Q1: 8,048 shares; 2026Q2: 7,594 shares 7,594 $749K 0.01% -454 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: 23,192 shares; 2024Q4: 27,099 shares; 2025Q1: 26,999 shares; 2025Q2: 25,099 shares; 2025Q3: 19,334 shares; 2025Q4: 18,863 shares; 2026Q1: 18,356 shares; 2026Q2: 15,893 shares 15,893 $746K 0.01% -2,463 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES 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: 9,366 shares; 2026Q2: 10,199 shares 10,199 $738K 0.01% +833 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 2,448 shares 2,448 $736K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 814 shares; 2025Q4: 775 shares; 2026Q1: 771 shares; 2026Q2: 1,022 shares 1,022 $736K 0.01% +251 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,848 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,490 shares; 2026Q2: 15,737 shares 15,737 $724K 0.01% -4,753 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 4,392 shares; 2025Q4: 4,292 shares; 2026Q1: 4,163 shares; 2026Q2: 4,402 shares 4,402 $723K 0.01% +239 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,686 shares; 2025Q3: 21,109 shares; 2025Q4: 21,053 shares; 2026Q1: 20,884 shares; 2026Q2: 22,851 shares 22,851 $718K 0.01% +1,967 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,467 shares; 2025Q2: 38,259 shares; 2025Q3: 30,682 shares; 2025Q4: 31,658 shares; 2026Q1: 33,356 shares; 2026Q2: 27,394 shares 27,394 $717K 0.01% -5,962 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,119 shares; 2025Q2: 8,766 shares; 2025Q3: 8,536 shares; 2025Q4: 8,330 shares; 2026Q1: 8,003 shares; 2026Q2: 8,555 shares 8,555 $717K 0.01% +552 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,694 shares 1,694 $717K 0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,050 shares; 2025Q2: 15,489 shares; 2025Q3: 14,730 shares; 2025Q4: 14,272 shares; 2026Q1: 13,247 shares; 2026Q2: 14,509 shares 14,509 $712K 0.01% +1,262 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: 2,724 shares; 2026Q1: not reported; 2026Q2: 313 shares 313 $712K 0.01% new Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,954 shares; 2025Q1: 7,756 shares; 2025Q2: 23,116 shares; 2025Q3: 21,355 shares; 2025Q4: 21,266 shares; 2026Q1: 21,305 shares; 2026Q2: 19,168 shares 19,168 $709K 0.01% -2,137 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,023 shares; 2024Q4: 4,704 shares; 2025Q1: not reported; 2025Q2: 8,390 shares; 2025Q3: 8,671 shares; 2025Q4: 8,913 shares; 2026Q1: 9,088 shares; 2026Q2: 8,929 shares 8,929 $699K 0.01% -159 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,523 shares; 2024Q4: 3,031 shares; 2025Q1: 2,577 shares; 2025Q2: 2,555 shares; 2025Q3: 2,578 shares; 2025Q4: 2,829 shares; 2026Q1: 2,832 shares; 2026Q2: 2,937 shares 2,937 $698K 0.01% +105 Timeline CURB CURBLINE PPTYS CORP More: the full row for CURBLINE PPTYS 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: 16,758 shares; 2025Q4: 16,866 shares; 2026Q1: 20,238 shares; 2026Q2: 22,550 shares 22,550 $686K 0.01% +2,312 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,807 shares; 2025Q3: 19,208 shares; 2025Q4: 19,081 shares; 2026Q1: 18,635 shares; 2026Q2: 19,600 shares 19,600 $678K 0.01% +965 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,825 shares; 2024Q4: 9,371 shares; 2025Q1: 9,241 shares; 2025Q2: 9,242 shares; 2025Q3: 9,242 shares; 2025Q4: 8,004 shares; 2026Q1: 7,919 shares; 2026Q2: 7,974 shares 7,974 $675K 0.01% +55 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares; 2026Q2: 2,300 shares 2,300 $675K 0.01% +866 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: 72,734 shares; 2024Q4: 69,199 shares; 2025Q1: 69,894 shares; 2025Q2: 53,075 shares; 2025Q3: 55,554 shares; 2025Q4: 14,822 shares; 2026Q1: 14,652 shares; 2026Q2: 11,953 shares 11,953 $674K 0.01% -2,699 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: 9,691 shares; 2024Q4: 8,531 shares; 2025Q1: 8,486 shares; 2025Q2: 7,603 shares; 2025Q3: 10,614 shares; 2025Q4: 14,356 shares; 2026Q1: 14,130 shares; 2026Q2: 12,685 shares 12,685 $674K 0.01% -1,445 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares; 2026Q1: 2,744 shares; 2026Q2: 2,377 shares 2,377 $673K 0.01% -367 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: 17,025 shares; 2024Q4: 18,327 shares; 2025Q1: 18,597 shares; 2025Q2: 17,404 shares; 2025Q3: 16,464 shares; 2025Q4: 14,421 shares; 2026Q1: 14,152 shares; 2026Q2: 14,029 shares 14,029 $673K 0.01% -123 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,491 shares; 2025Q3: 17,649 shares; 2025Q4: 17,232 shares; 2026Q1: 15,712 shares; 2026Q2: 17,576 shares 17,576 $671K 0.01% +1,864 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,503 shares; 2025Q2: 19,685 shares; 2025Q3: 18,881 shares; 2025Q4: 18,940 shares; 2026Q1: 17,530 shares; 2026Q2: 18,281 shares 18,281 $666K 0.01% +751 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: 8,975 shares; 2024Q4: 7,494 shares; 2025Q1: 5,644 shares; 2025Q2: 5,049 shares; 2025Q3: 4,735 shares; 2025Q4: 3,703 shares; 2026Q1: 2,975 shares; 2026Q2: 3,130 shares 3,130 $663K 0.01% +155 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 4,903 shares; 2026Q2: 4,855 shares 4,855 $661K 0.01% -48 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: 9,599 shares; 2024Q4: 9,644 shares; 2025Q1: 8,925 shares; 2025Q2: 13,299 shares; 2025Q3: 14,676 shares; 2025Q4: 14,193 shares; 2026Q1: 14,017 shares; 2026Q2: 12,253 shares 12,253 $657K 0.01% -1,764 Timeline PFFD 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: 10,302 shares; 2024Q4: 14,750 shares; 2025Q1: 16,155 shares; 2025Q2: 23,735 shares; 2025Q3: 26,179 shares; 2025Q4: 33,470 shares; 2026Q1: 34,875 shares; 2026Q2: 35,104 shares 35,104 $656K 0.01% +229 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,027 shares; 2025Q1: 2,212 shares; 2025Q2: 2,392 shares; 2025Q3: 3,328 shares; 2025Q4: 6,852 shares; 2026Q1: 5,930 shares; 2026Q2: 5,589 shares 5,589 $655K 0.01% -341 Timeline PRG PROG HOLDINGS INC More: the full row for PROG 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: 16,587 shares; 2025Q3: 13,424 shares; 2025Q4: 13,391 shares; 2026Q1: 13,278 shares; 2026Q2: 14,034 shares 14,034 $654K 0.01% +756 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,459 shares 11,459 $651K 0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,789 shares; 2025Q1: not reported; 2025Q2: 5,959 shares; 2025Q3: 6,244 shares; 2025Q4: 6,340 shares; 2026Q1: 6,557 shares; 2026Q2: 5,887 shares 5,887 $650K 0.01% -670 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: 12,004 shares; 2024Q4: 12,862 shares; 2025Q1: 7,038 shares; 2025Q2: 7,348 shares; 2025Q3: 6,823 shares; 2025Q4: 7,700 shares; 2026Q1: 8,262 shares; 2026Q2: 6,733 shares 6,733 $647K 0.01% -1,529 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 2,519 shares; 2026Q1: 2,594 shares; 2026Q2: 2,815 shares 2,815 $639K 0.01% +221 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,498 shares; 2025Q3: 3,347 shares; 2025Q4: 3,835 shares; 2026Q1: 3,743 shares; 2026Q2: 5,226 shares 5,226 $637K 0.01% +1,483 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: 10,138 shares; 2024Q4: 9,819 shares; 2025Q1: 8,689 shares; 2025Q2: 8,354 shares; 2025Q3: 5,959 shares; 2025Q4: 5,745 shares; 2026Q1: 4,763 shares; 2026Q2: 4,627 shares 4,627 $634K 0.01% -136 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY 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: 64,089 shares; 2025Q4: 65,241 shares; 2026Q1: 63,751 shares; 2026Q2: 64,240 shares 64,240 $631K 0.01% +489 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 2,302 shares; 2025Q1: not reported; 2025Q2: 8,516 shares; 2025Q3: 8,969 shares; 2025Q4: 9,113 shares; 2026Q1: 5,555 shares; 2026Q2: 8,385 shares 8,385 $630K 0.01% +2,830 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,040 shares; 2025Q3: 8,640 shares; 2025Q4: 8,457 shares; 2026Q1: 9,316 shares; 2026Q2: 7,991 shares 7,991 $630K 0.01% -1,325 Timeline XYLD 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: 4,870 shares; 2024Q4: 7,958 shares; 2025Q1: 8,742 shares; 2025Q2: 9,248 shares; 2025Q3: 10,139 shares; 2025Q4: 11,004 shares; 2026Q1: 15,408 shares; 2026Q2: 15,435 shares 15,435 $630K 0.01% +27 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,398 shares; 2025Q3: 6,053 shares; 2025Q4: 6,055 shares; 2026Q1: 5,805 shares; 2026Q2: 5,736 shares 5,736 $628K 0.01% -69 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: 4,776 shares; 2024Q4: 4,775 shares; 2025Q1: 4,057 shares; 2025Q2: 4,270 shares; 2025Q3: 3,968 shares; 2025Q4: 4,189 shares; 2026Q1: 4,193 shares; 2026Q2: 4,143 shares 4,143 $627K 0.01% -50 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,101 shares; 2025Q3: 12,401 shares; 2025Q4: 12,355 shares; 2026Q1: 12,171 shares; 2026Q2: 12,567 shares 12,567 $623K 0.01% +396 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,297 shares; 2026Q2: 12,461 shares 12,461 $621K 0.01% +4,164 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,388 shares; 2024Q4: 6,930 shares; 2025Q1: 10,278 shares; 2025Q2: 30,988 shares; 2025Q3: 31,957 shares; 2025Q4: 30,621 shares; 2026Q1: 31,230 shares; 2026Q2: 31,309 shares 31,309 $621K 0.01% +79 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: 23,530 shares; 2024Q4: 5,889 shares; 2025Q1: 5,678 shares; 2025Q2: 5,683 shares; 2025Q3: 5,734 shares; 2025Q4: 5,537 shares; 2026Q1: 5,695 shares; 2026Q2: 5,649 shares 5,649 $620K 0.01% -46 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 39,093 shares; 2026Q1: 39,823 shares; 2026Q2: 58,428 shares 58,428 $620K 0.01% +18,605 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,693 shares; 2025Q2: 21,338 shares; 2025Q3: 21,768 shares; 2025Q4: 22,374 shares; 2026Q1: 21,294 shares; 2026Q2: 21,155 shares 21,155 $619K 0.01% -139 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,482 shares 24,482 $619K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,700 shares; 2025Q3: 5,513 shares; 2025Q4: 11,946 shares; 2026Q1: 11,346 shares; 2026Q2: 9,818 shares 9,818 $617K 0.01% -1,528 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 7,114 shares; 2025Q3: 5,941 shares; 2025Q4: 8,049 shares; 2026Q1: 7,362 shares; 2026Q2: 7,654 shares 7,654 $617K 0.01% +292 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,175 shares; 2026Q1: 9,175 shares; 2026Q2: 9,175 shares 9,175 $615K 0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 5,306 shares; 2025Q4: 5,392 shares; 2026Q1: 5,442 shares; 2026Q2: 5,370 shares 5,370 $614K 0.01% -72 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,881 shares; 2026Q1: 37,167 shares; 2026Q2: 36,739 shares 36,739 $610K 0.01% -428 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: 9,051 shares; 2024Q4: 17,466 shares; 2025Q1: 12,390 shares; 2025Q2: 11,513 shares; 2025Q3: 9,013 shares; 2025Q4: 6,924 shares; 2026Q1: 6,350 shares; 2026Q2: 5,302 shares 5,302 $609K 0.01% -1,048 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,636 shares; 2024Q4: 4,948 shares; 2025Q1: 4,841 shares; 2025Q2: 10,873 shares; 2025Q3: 2,596 shares; 2025Q4: 2,594 shares; 2026Q1: 2,603 shares; 2026Q2: 2,603 shares 2,603 $607K 0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,407 shares; 2024Q4: 24,407 shares; 2025Q1: 51,437 shares; 2025Q2: 61,319 shares; 2025Q3: 49,543 shares; 2025Q4: 49,922 shares; 2026Q1: 31,640 shares; 2026Q2: 31,640 shares 31,640 $604K 0.01% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,239 shares; 2024Q4: 8,309 shares; 2025Q1: 8,429 shares; 2025Q2: 32,060 shares; 2025Q3: 33,079 shares; 2025Q4: 33,135 shares; 2026Q1: 33,880 shares; 2026Q2: 56,920 shares 56,920 $602K 0.01% +23,040 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,582 shares; 2025Q3: 4,288 shares; 2025Q4: 4,263 shares; 2026Q1: 4,244 shares; 2026Q2: 4,172 shares 4,172 $599K 0.01% -72 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 3,901 shares; 2025Q3: 3,722 shares; 2025Q4: 3,668 shares; 2026Q1: 3,715 shares; 2026Q2: 4,020 shares 4,020 $596K 0.01% +305 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,543 shares; 2024Q4: 6,622 shares; 2025Q1: 6,637 shares; 2025Q2: 6,619 shares; 2025Q3: 6,297 shares; 2025Q4: 6,299 shares; 2026Q1: 6,332 shares; 2026Q2: 6,334 shares 6,334 $596K 0.01% +2 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 3,625 shares; 2025Q1: 3,608 shares; 2025Q2: 4,188 shares; 2025Q3: 4,971 shares; 2025Q4: 5,521 shares; 2026Q1: 5,856 shares; 2026Q2: 5,559 shares 5,559 $596K 0.01% -297 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: 7,280 shares; 2024Q4: 7,112 shares; 2025Q1: 6,932 shares; 2025Q2: 6,220 shares; 2025Q3: 6,013 shares; 2025Q4: 5,362 shares; 2026Q1: 4,687 shares; 2026Q2: 4,500 shares 4,500 $584K 0.01% -187 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: 5,713 shares; 2024Q4: 5,895 shares; 2025Q1: 5,712 shares; 2025Q2: 2,669 shares; 2025Q3: 2,310 shares; 2025Q4: 2,326 shares; 2026Q1: 2,315 shares; 2026Q2: 2,093 shares 2,093 $583K 0.01% -222 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,419 shares; 2025Q2: 49,815 shares; 2025Q3: 46,360 shares; 2025Q4: 46,963 shares; 2026Q1: 45,561 shares; 2026Q2: 44,909 shares 44,909 $582K 0.01% -652 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 7,096 shares; 2025Q4: 6,995 shares; 2026Q1: 6,916 shares; 2026Q2: 7,350 shares 7,350 $581K 0.01% +434 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: 25,989 shares; 2024Q4: 4,836 shares; 2025Q1: 4,197 shares; 2025Q2: 1,603 shares; 2025Q3: 1,640 shares; 2025Q4: 910 shares; 2026Q1: 1,092 shares; 2026Q2: 1,168 shares 1,168 $580K 0.01% +76 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,034 shares; 2024Q4: 36,104 shares; 2025Q1: 34,088 shares; 2025Q2: 35,402 shares; 2025Q3: 31,893 shares; 2025Q4: 31,499 shares; 2026Q1: 31,790 shares; 2026Q2: 22,356 shares 22,356 $571K 0.01% -9,434 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,356 shares; 2024Q4: 70,372 shares; 2025Q1: 76,219 shares; 2025Q2: 76,070 shares; 2025Q3: 208,467 shares; 2025Q4: 223,489 shares; 2026Q1: 10,359 shares; 2026Q2: 8,503 shares 8,503 $570K 0.01% -1,856 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,301 shares; 2024Q4: 6,132 shares; 2025Q1: 5,768 shares; 2025Q2: 4,710 shares; 2025Q3: 4,731 shares; 2025Q4: 3,287 shares; 2026Q1: 2,900 shares; 2026Q2: 2,847 shares 2,847 $569K 0.01% -53 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,627 shares; 2025Q2: 7,909 shares; 2025Q3: 7,225 shares; 2025Q4: 7,065 shares; 2026Q1: 7,135 shares; 2026Q2: 7,432 shares 7,432 $566K 0.01% +297 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 284 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $565K 0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,897 shares; 2025Q4: 10,779 shares; 2026Q1: 10,997 shares; 2026Q2: 10,874 shares 10,874 $564K 0.01% -123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $561K 0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,391 shares; 2025Q2: 19,365 shares; 2025Q3: 20,165 shares; 2025Q4: 20,412 shares; 2026Q1: 20,916 shares; 2026Q2: 19,818 shares 19,818 $545K 0.01% -1,098 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,939 shares; 2024Q4: 15,136 shares; 2025Q1: 14,993 shares; 2025Q2: 3,324 shares; 2025Q3: 3,213 shares; 2025Q4: 3,317 shares; 2026Q1: 3,172 shares; 2026Q2: 2,652 shares 2,652 $544K 0.01% -520 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,627 shares; 2024Q4: 8,306 shares; 2025Q1: 8,368 shares; 2025Q2: 6,433 shares; 2025Q3: 5,167 shares; 2025Q4: 5,971 shares; 2026Q1: 3,660 shares; 2026Q2: 3,507 shares 3,507 $541K 0.01% -153 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,749 shares; 2025Q3: 13,036 shares; 2025Q4: 13,266 shares; 2026Q1: 13,525 shares; 2026Q2: 13,957 shares 13,957 $535K 0.01% +432 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,650 shares; 2024Q4: 9,650 shares; 2025Q1: 9,650 shares; 2025Q2: 9,650 shares; 2025Q3: 9,650 shares; 2025Q4: 9,650 shares; 2026Q1: 9,650 shares; 2026Q2: 9,650 shares 9,650 $534K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,495 shares 3,495 $528K 0.01% new Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,951 shares; 2025Q3: 11,600 shares; 2025Q4: 11,154 shares; 2026Q1: 11,151 shares; 2026Q2: 10,203 shares 10,203 $527K 0.01% -948 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 728 shares; 2025Q3: 757 shares; 2025Q4: 1,608 shares; 2026Q1: 1,415 shares; 2026Q2: 1,486 shares 1,486 $526K 0.01% +71 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943 shares; 2024Q4: 3,282 shares; 2025Q1: 3,002 shares; 2025Q2: 2,001 shares; 2025Q3: 2,020 shares; 2025Q4: 2,102 shares; 2026Q1: 1,958 shares; 2026Q2: 1,930 shares 1,930 $524K 0.01% -28 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,644 shares; 2025Q1: 2,596 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares; 2025Q4: 2,065 shares; 2026Q1: 1,992 shares; 2026Q2: 1,910 shares 1,910 $523K 0.01% -82 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: 2,193 shares; 2026Q2: 2,753 shares 2,753 $522K 0.01% +560 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,478 shares; 2025Q3: 11,535 shares; 2025Q4: 11,506 shares; 2026Q1: 11,745 shares; 2026Q2: 11,744 shares 11,744 $522K 0.01% -1 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: 2,761 shares; 2024Q4: 4,473 shares; 2025Q1: 4,512 shares; 2025Q2: 3,315 shares; 2025Q3: 2,961 shares; 2025Q4: 3,548 shares; 2026Q1: 16,145 shares; 2026Q2: 3,313 shares 3,313 $519K 0.01% -12,832 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,282 shares; 2025Q3: 6,073 shares; 2025Q4: 5,845 shares; 2026Q1: 5,979 shares; 2026Q2: 5,667 shares 5,667 $519K 0.01% -312 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,238 shares; 2025Q2: 6,523 shares; 2025Q3: 6,528 shares; 2025Q4: 6,533 shares; 2026Q1: 5,864 shares; 2026Q2: 5,932 shares 5,932 $516K 0.01% +68 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,968 shares; 2024Q4: not reported; 2025Q1: 11,388 shares; 2025Q2: not reported; 2025Q3: 27,244 shares; 2025Q4: 17,382 shares; 2026Q1: 17,853 shares; 2026Q2: 37,052 shares 37,052 $515K 0.01% +19,199 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,028 shares; 2025Q3: 24,997 shares; 2025Q4: 24,375 shares; 2026Q1: 22,601 shares; 2026Q2: 25,023 shares 25,023 $509K 0.01% +2,422 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,217 shares; 2025Q3: 21,598 shares; 2025Q4: 21,152 shares; 2026Q1: 19,352 shares; 2026Q2: 21,518 shares 21,518 $509K 0.01% +2,166 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,592 shares; 2025Q1: 3,591 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $509K 0.01% 0 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: 4,412 shares; 2024Q4: 4,532 shares; 2025Q1: 3,268 shares; 2025Q2: 3,150 shares; 2025Q3: 3,362 shares; 2025Q4: 2,373 shares; 2026Q1: 2,634 shares; 2026Q2: 2,467 shares 2,467 $506K 0.01% -167 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 3,000 shares; 2025Q1: 2,585 shares; 2025Q2: 2,613 shares; 2025Q3: 2,510 shares; 2025Q4: 2,639 shares; 2026Q1: 2,545 shares; 2026Q2: 1,932 shares 1,932 $504K 0.01% -613 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,768 shares; 2025Q4: 8,568 shares; 2026Q1: 7,851 shares; 2026Q2: 8,031 shares 8,031 $503K 0.01% +180 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: 5,607 shares; 2024Q4: 5,608 shares; 2025Q1: 5,644 shares; 2025Q2: 5,653 shares; 2025Q3: 5,514 shares; 2025Q4: 5,045 shares; 2026Q1: 5,254 shares; 2026Q2: 5,151 shares 5,151 $499K 0.01% -103 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: not reported; 2025Q3: 1,330 shares; 2025Q4: 2,505 shares; 2026Q1: 1,771 shares; 2026Q2: 1,460 shares 1,460 $489K 0.01% -311 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND 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: 46,761 shares 46,761 $481K 0.01% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,860 shares; 2025Q3: 5,772 shares; 2025Q4: 5,739 shares; 2026Q1: 7,906 shares; 2026Q2: 7,746 shares 7,746 $480K 0.01% -160 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,506 shares; 2025Q3: 19,845 shares; 2025Q4: 19,869 shares; 2026Q1: 17,717 shares; 2026Q2: 18,394 shares 18,394 $480K 0.01% +677 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: 10,172 shares; 2024Q4: 10,641 shares; 2025Q1: 10,615 shares; 2025Q2: 9,594 shares; 2025Q3: 9,146 shares; 2025Q4: 9,483 shares; 2026Q1: 9,433 shares; 2026Q2: 6,502 shares 6,502 $477K 0.01% -2,931 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,519 shares; 2024Q4: 10,362 shares; 2025Q1: 10,675 shares; 2025Q2: 8,720 shares; 2025Q3: 7,909 shares; 2025Q4: 1,272 shares; 2026Q1: 1,259 shares; 2026Q2: 1,219 shares 1,219 $475K 0.01% -40 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,857 shares; 2025Q4: 1,789 shares; 2026Q1: 1,823 shares; 2026Q2: 1,790 shares 1,790 $473K 0.01% -33 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,209 shares; 2026Q1: 8,017 shares; 2026Q2: 7,782 shares 7,782 $473K 0.01% -235 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,272 shares; 2025Q1: 2,554 shares; 2025Q2: 2,603 shares; 2025Q3: 2,234 shares; 2025Q4: 2,140 shares; 2026Q1: 2,286 shares; 2026Q2: 2,377 shares 2,377 $470K 0.01% +91 Timeline CTS CTS CORP More: the full row for CTS 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: 4,757 shares; 2026Q2: 7,167 shares 7,167 $467K 0.01% +2,410 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,745 shares; 2024Q4: 14,054 shares; 2025Q1: 14,064 shares; 2025Q2: 11,859 shares; 2025Q3: 11,828 shares; 2025Q4: 11,457 shares; 2026Q1: 12,313 shares; 2026Q2: 11,394 shares 11,394 $466K 0.01% -919 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,725 shares; 2025Q3: 3,548 shares; 2025Q4: 3,569 shares; 2026Q1: 3,355 shares; 2026Q2: 6,925 shares 6,925 $460K 0.01% +3,570 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,383 shares; 2025Q3: 10,771 shares; 2025Q4: 10,865 shares; 2026Q1: 10,202 shares; 2026Q2: 10,462 shares 10,462 $458K 0.01% +260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,521 shares; 2025Q3: 7,395 shares; 2025Q4: 7,272 shares; 2026Q1: 7,277 shares; 2026Q2: 7,546 shares 7,546 $456K 0.01% +269 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,024 shares; 2025Q2: 21,123 shares; 2025Q3: 17,296 shares; 2025Q4: 13,969 shares; 2026Q1: 12,993 shares; 2026Q2: 13,073 shares 13,073 $451K 0.01% +80 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,719 shares; 2025Q4: 1,745 shares; 2026Q1: 1,780 shares; 2026Q2: 1,195 shares 1,195 $450K 0.01% -585 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: 2,794 shares; 2026Q1: 2,948 shares; 2026Q2: 2,749 shares 2,749 $449K 0.01% -199 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,889 shares; 2024Q4: 3,889 shares; 2025Q1: 3,889 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares; 2025Q4: 3,889 shares; 2026Q1: 3,889 shares; 2026Q2: 3,889 shares 3,889 $446K 0.01% 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: 4,624 shares; 2024Q4: 4,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 1,901 shares; 2026Q2: 1,972 shares 1,972 $442K 0.01% +71 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: 10,207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,173 shares; 2025Q4: 12,920 shares; 2026Q1: 13,507 shares; 2026Q2: 9,804 shares 9,804 $442K 0.01% -3,703 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,925 shares; 2024Q4: 17,428 shares; 2025Q1: 18,075 shares; 2025Q2: 6,642 shares; 2025Q3: 4,188 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares; 2026Q2: 5,990 shares 5,990 $442K 0.01% +1,969 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,147 shares; 2026Q2: 12,147 shares 12,147 $440K 0.01% 0 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: 1,950 shares; 2025Q1: 41,825 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,953 shares; 2026Q2: 2,566 shares 2,566 $436K 0.01% +613 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,251 shares; 2025Q3: 11,555 shares; 2025Q4: 11,274 shares; 2026Q1: 10,672 shares; 2026Q2: 10,532 shares 10,532 $435K 0.01% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares; 2026Q1: 1,033 shares; 2026Q2: 1,309 shares 1,309 $433K 0.01% +276 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,972 shares; 2025Q3: 2,899 shares; 2025Q4: 2,889 shares; 2026Q1: 2,865 shares; 2026Q2: 2,722 shares 2,722 $432K 0.01% -143 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: 8,506 shares; 2024Q4: 9,052 shares; 2025Q1: 5,533 shares; 2025Q2: 4,217 shares; 2025Q3: 4,203 shares; 2025Q4: 3,328 shares; 2026Q1: 3,339 shares; 2026Q2: 3,651 shares 3,651 $432K 0.01% +312 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,608 shares; 2025Q1: 2,819 shares; 2025Q2: 2,677 shares; 2025Q3: 2,516 shares; 2025Q4: 2,541 shares; 2026Q1: not reported; 2026Q2: 1,707 shares 1,707 $427K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,423 shares 5,423 $423K 0.01% new 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: 127,673 shares; 2024Q4: 122,863 shares; 2025Q1: 64,339 shares; 2025Q2: 18,032 shares; 2025Q3: 14,016 shares; 2025Q4: 11,098 shares; 2026Q1: 8,949 shares; 2026Q2: 7,291 shares 7,291 $422K 0.01% -1,658 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,698 shares; 2025Q3: 19,765 shares; 2025Q4: 29,471 shares; 2026Q1: 28,158 shares; 2026Q2: 27,799 shares 27,799 $421K 0.01% -359 Timeline