IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946,902 shares; 2024Q4: 1,051,105 shares; 2025Q1: 1,154,594 shares; 2025Q2: 1,175,676 shares; 2025Q3: 1,208,988 shares; 2025Q4: 1,235,021 shares; 2026Q1: 1,228,966 shares; 2026Q2: 1,231,492 shares 1,231,492 $922M 10.99% +2,526 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: 3,761,723 shares; 2024Q4: 3,160,511 shares; 2025Q1: 3,245,675 shares; 2025Q2: 4,076,309 shares; 2025Q3: 4,843,951 shares; 2025Q4: 5,246,982 shares; 2026Q1: 5,018,186 shares; 2026Q2: 4,815,001 shares 4,815,001 $465M 5.54% -203,185 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: 1,174,768 shares; 2024Q4: 1,285,929 shares; 2025Q1: 1,333,979 shares; 2025Q2: 1,287,041 shares; 2025Q3: 1,579,252 shares; 2025Q4: 1,584,128 shares; 2026Q1: 1,577,690 shares; 2026Q2: 1,717,562 shares 1,717,562 $344M 4.1% +139,872 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: 915,523 shares; 2024Q4: 942,749 shares; 2025Q1: 927,659 shares; 2025Q2: 886,371 shares; 2025Q3: 878,872 shares; 2025Q4: 923,525 shares; 2026Q1: 924,915 shares; 2026Q2: 1,045,570 shares 1,045,570 $303M 3.61% +120,655 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: 574,989 shares; 2024Q4: 577,651 shares; 2025Q1: 564,748 shares; 2025Q2: 570,913 shares; 2025Q3: 637,873 shares; 2025Q4: 638,394 shares; 2026Q1: 654,470 shares; 2026Q2: 734,541 shares 734,541 $263M 3.13% +80,071 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: 533,877 shares; 2024Q4: 547,159 shares; 2025Q1: 529,351 shares; 2025Q2: 510,895 shares; 2025Q3: 595,004 shares; 2025Q4: 602,426 shares; 2026Q1: 593,660 shares; 2026Q2: 628,158 shares 628,158 $234M 2.79% +34,498 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: 578,271 shares; 2024Q4: 529,664 shares; 2025Q1: 516,595 shares; 2025Q2: 516,633 shares; 2025Q3: 472,808 shares; 2025Q4: 438,868 shares; 2026Q1: 405,359 shares; 2026Q2: 529,406 shares 529,406 $200M 2.38% +124,047 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: 538,919 shares; 2024Q4: 534,170 shares; 2025Q1: 546,377 shares; 2025Q2: 553,016 shares; 2025Q3: 628,083 shares; 2025Q4: 641,385 shares; 2026Q1: 617,280 shares; 2026Q2: 681,131 shares 681,131 $162M 1.93% +63,851 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: 54,474 shares; 2024Q4: 56,879 shares; 2025Q1: 57,704 shares; 2025Q2: 56,935 shares; 2025Q3: 59,612 shares; 2025Q4: 58,468 shares; 2026Q1: 414,531 shares; 2026Q2: 402,638 shares 402,638 $160M 1.91% -11,893 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,674 shares; 2024Q4: 6,594 shares; 2025Q1: 6,504 shares; 2025Q2: 11,197 shares; 2025Q3: 88,493 shares; 2025Q4: 122,831 shares; 2026Q1: 129,722 shares; 2026Q2: 120,096 shares 120,096 $139M 1.65% -9,626 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: 2,039,210 shares; 2024Q4: 1,823,546 shares; 2025Q1: 1,899,363 shares; 2025Q2: 1,947,142 shares; 2025Q3: 2,155,487 shares; 2025Q4: 2,322,870 shares; 2026Q1: 2,408,999 shares; 2026Q2: 2,508,677 shares 2,508,677 $131M 1.57% +99,678 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: 471,389 shares; 2025Q1: 476,212 shares; 2025Q2: 471,681 shares; 2025Q3: 496,854 shares; 2025Q4: 484,829 shares; 2026Q1: 385,074 shares; 2026Q2: 292,741 shares 292,741 $127M 1.51% -92,333 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: 3,170,085 shares; 2024Q4: 2,634,865 shares; 2025Q1: 2,596,666 shares; 2025Q2: 1,552,763 shares; 2025Q3: 1,635,815 shares; 2025Q4: 1,602,356 shares; 2026Q1: 1,571,330 shares; 2026Q2: 1,532,850 shares 1,532,850 $118M 1.41% -38,480 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: 203,606 shares; 2024Q4: 220,217 shares; 2025Q1: 224,120 shares; 2025Q2: 229,803 shares; 2025Q3: 270,471 shares; 2025Q4: 273,101 shares; 2026Q1: 285,148 shares; 2026Q2: 333,396 shares 333,396 $114M 1.36% +48,248 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: 337,194 shares; 2024Q4: 339,022 shares; 2025Q1: 334,143 shares; 2025Q2: 330,730 shares; 2025Q3: 325,448 shares; 2025Q4: 334,968 shares; 2026Q1: 345,943 shares; 2026Q2: 343,254 shares 343,254 $112M 1.34% -2,689 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: 11,805 shares; 2024Q4: 10,355 shares; 2025Q1: 10,104 shares; 2025Q2: 8,534 shares; 2025Q3: not reported; 2025Q4: 8,719 shares; 2026Q1: 1,209,143 shares; 2026Q2: 1,324,309 shares 1,324,309 $110M 1.31% +115,166 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228,228 shares; 2024Q4: 1,024,276 shares; 2025Q1: 1,006,200 shares; 2025Q2: 1,261,024 shares; 2025Q3: 1,331,282 shares; 2025Q4: 1,322,352 shares; 2026Q1: 1,111,041 shares; 2026Q2: 1,058,614 shares 1,058,614 $109M 1.3% -52,427 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: 39,310 shares; 2024Q4: 35,440 shares; 2025Q1: 35,768 shares; 2025Q2: 26,367 shares; 2025Q3: 53,814 shares; 2025Q4: 56,285 shares; 2026Q1: 74,082 shares; 2026Q2: 88,942 shares 88,942 $107M 1.27% +14,860 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,267 shares; 2024Q4: 705,873 shares; 2025Q1: 740,606 shares; 2025Q2: 808,808 shares; 2025Q3: 862,244 shares; 2025Q4: 914,329 shares; 2026Q1: 935,426 shares; 2026Q2: 964,676 shares 964,676 $98.6M 1.17% +29,250 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: 256,284 shares; 2024Q4: 157,819 shares; 2025Q1: 154,474 shares; 2025Q2: 155,566 shares; 2025Q3: 260,083 shares; 2025Q4: 246,822 shares; 2026Q1: 240,297 shares; 2026Q2: 262,666 shares 262,666 $92.8M 1.11% +22,369 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: 18,840 shares; 2024Q4: 17,063 shares; 2025Q1: 15,839 shares; 2025Q2: 15,315 shares; 2025Q3: 15,340 shares; 2025Q4: 14,160 shares; 2026Q1: 31,853 shares; 2026Q2: 197,038 shares 197,038 $85M 1.01% +165,185 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: 41,053 shares; 2024Q4: 163,330 shares; 2025Q1: 167,318 shares; 2025Q2: 169,325 shares; 2025Q3: 165,126 shares; 2025Q4: 170,296 shares; 2026Q1: 98,462 shares; 2026Q2: 235,239 shares 235,239 $80.2M 0.96% +136,777 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: 65,613 shares; 2024Q4: 64,824 shares; 2025Q1: 61,168 shares; 2025Q2: 61,140 shares; 2025Q3: 60,652 shares; 2025Q4: 61,125 shares; 2026Q1: 60,783 shares; 2026Q2: 84,347 shares 84,347 $78.9M 0.94% +23,564 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,819 shares; 2024Q4: 536,612 shares; 2025Q1: 602,598 shares; 2025Q2: 636,783 shares; 2025Q3: 729,897 shares; 2025Q4: 815,237 shares; 2026Q1: 872,080 shares; 2026Q2: 917,416 shares 917,416 $75.8M 0.9% +45,336 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870,112 shares; 2024Q4: 1,851,744 shares; 2025Q1: 1,271,642 shares; 2025Q2: 1,231,071 shares; 2025Q3: 1,209,694 shares; 2025Q4: 1,119,775 shares; 2026Q1: 1,101,717 shares; 2026Q2: 1,096,659 shares 1,096,659 $66.7M 0.79% -5,058 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854,749 shares; 2024Q4: 1,232,305 shares; 2025Q1: 1,388,547 shares; 2025Q2: 1,835,886 shares; 2025Q3: 2,035,594 shares; 2025Q4: 2,236,214 shares; 2026Q1: 2,404,382 shares; 2026Q2: 2,283,555 shares 2,283,555 $66.2M 0.79% -120,827 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: 33,141 shares; 2024Q4: 36,876 shares; 2025Q1: 15,803 shares; 2025Q2: 15,103 shares; 2025Q3: 16,962 shares; 2025Q4: 15,322 shares; 2026Q1: 91,164 shares; 2026Q2: 101,666 shares 101,666 $59.1M 0.7% +10,502 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: 382,351 shares; 2024Q4: 388,438 shares; 2025Q1: 402,377 shares; 2025Q2: 403,223 shares; 2025Q3: 383,960 shares; 2025Q4: 392,251 shares; 2026Q1: 391,867 shares; 2026Q2: 386,897 shares 386,897 $58.6M 0.7% -4,970 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: 82,338 shares; 2024Q4: 77,636 shares; 2025Q1: 74,586 shares; 2025Q2: 76,605 shares; 2025Q3: 78,054 shares; 2025Q4: 77,433 shares; 2026Q1: 76,773 shares; 2026Q2: 76,886 shares 76,886 $57.4M 0.68% +113 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,461 shares; 2024Q4: 143,493 shares; 2025Q1: 157,170 shares; 2025Q2: 159,781 shares; 2025Q3: 151,245 shares; 2025Q4: 152,799 shares; 2026Q1: 158,272 shares; 2026Q2: 154,859 shares 154,859 $57.3M 0.68% -3,413 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083,611 shares; 2024Q4: 1,148,745 shares; 2025Q1: 1,182,988 shares; 2025Q2: 1,215,366 shares; 2025Q3: 1,614,802 shares; 2025Q4: 1,726,768 shares; 2026Q1: 1,286,338 shares; 2026Q2: 1,108,482 shares 1,108,482 $56.6M 0.67% -177,856 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: 73,553 shares; 2024Q4: 76,125 shares; 2025Q1: 88,629 shares; 2025Q2: 71,102 shares; 2025Q3: 77,898 shares; 2025Q4: 176,282 shares; 2026Q1: 241,047 shares; 2026Q2: 248,624 shares 248,624 $52M 0.62% +7,577 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: 14,145 shares; 2024Q4: 13,874 shares; 2025Q1: 1,590 shares; 2025Q2: 2,061 shares; 2025Q3: 7,115 shares; 2025Q4: 7,211 shares; 2026Q1: 11,867 shares; 2026Q2: 26,104 shares 26,104 $51.9M 0.62% +14,237 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: 63,411 shares; 2024Q4: 63,068 shares; 2025Q1: 71,556 shares; 2025Q2: 71,173 shares; 2025Q3: 70,616 shares; 2025Q4: 72,346 shares; 2026Q1: 72,333 shares; 2026Q2: 101,087 shares 101,087 $48.3M 0.58% +28,754 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: 153,568 shares; 2024Q4: 159,375 shares; 2025Q1: 154,496 shares; 2025Q2: 151,275 shares; 2025Q3: 176,742 shares; 2025Q4: 401,133 shares; 2026Q1: 380,210 shares; 2026Q2: 540,283 shares 540,283 $43.9M 0.52% +160,073 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,894 shares; 2024Q4: 33,775 shares; 2025Q1: 45,654 shares; 2025Q2: 51,201 shares; 2025Q3: 88,880 shares; 2025Q4: 93,194 shares; 2026Q1: 82,170 shares; 2026Q2: 76,833 shares 76,833 $43.3M 0.52% -5,337 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: 38,771 shares; 2024Q4: 92,137 shares; 2025Q1: 104,147 shares; 2025Q2: 106,062 shares; 2025Q3: 107,386 shares; 2025Q4: 83,041 shares; 2026Q1: 83,581 shares; 2026Q2: 137,133 shares 137,133 $43.2M 0.51% +53,552 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: 3,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,660,541 shares 2,660,541 $42.2M 0.5% new 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: 38,321 shares; 2024Q4: 42,225 shares; 2025Q1: 25,697 shares; 2025Q2: 20,519 shares; 2025Q3: 166,134 shares; 2025Q4: 294,542 shares; 2026Q1: 299,842 shares; 2026Q2: 300,026 shares 300,026 $41.9M 0.5% +184 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557,433 shares; 2026Q2: 734,756 shares 734,756 $40.5M 0.48% +177,323 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: 416,139 shares; 2024Q4: 426,505 shares; 2025Q1: 425,424 shares; 2025Q2: 422,432 shares; 2025Q3: 415,597 shares; 2025Q4: 739,736 shares; 2026Q1: 716,882 shares; 2026Q2: 706,054 shares 706,054 $40.2M 0.48% -10,828 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: 311,348 shares; 2024Q4: 249,397 shares; 2025Q1: 226,359 shares; 2025Q2: 295,471 shares; 2025Q3: 211,530 shares; 2025Q4: 199,797 shares; 2026Q1: 301,707 shares; 2026Q2: 340,990 shares 340,990 $40.1M 0.48% +39,283 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,579 shares; 2024Q4: 49,255 shares; 2025Q1: 50,200 shares; 2025Q2: 50,003 shares; 2025Q3: 62,275 shares; 2025Q4: 60,960 shares; 2026Q1: 44,674 shares; 2026Q2: 55,311 shares 55,311 $40M 0.48% +10,637 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: 126,639 shares; 2024Q4: 118,157 shares; 2025Q1: 118,491 shares; 2025Q2: 80,871 shares; 2025Q3: 81,904 shares; 2025Q4: 101,528 shares; 2026Q1: 91,823 shares; 2026Q2: 89,662 shares 89,662 $38.2M 0.46% -2,161 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: 418,075 shares; 2024Q4: 377,877 shares; 2025Q1: 374,264 shares; 2025Q2: 375,128 shares; 2025Q3: 367,879 shares; 2025Q4: 361,346 shares; 2026Q1: 360,749 shares; 2026Q2: 412,261 shares 412,261 $36.2M 0.43% +51,512 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: 2,447 shares; 2024Q4: 2,451 shares; 2025Q1: 30,667 shares; 2025Q2: 42,023 shares; 2025Q3: 42,070 shares; 2025Q4: 44,139 shares; 2026Q1: 47,778 shares; 2026Q2: 46,864 shares 46,864 $35.4M 0.42% -914 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: 184,798 shares; 2024Q4: 179,876 shares; 2025Q1: 173,920 shares; 2025Q2: 164,627 shares; 2025Q3: 160,289 shares; 2025Q4: 150,139 shares; 2026Q1: 142,418 shares; 2026Q2: 138,589 shares 138,589 $35.4M 0.42% -3,829 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: 172,681 shares; 2024Q4: 176,222 shares; 2025Q1: 178,780 shares; 2025Q2: 181,354 shares; 2025Q3: 180,304 shares; 2025Q4: 189,611 shares; 2026Q1: 191,832 shares; 2026Q2: 160,156 shares 160,156 $34.1M 0.41% -31,676 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: 56,952 shares; 2024Q4: 41,054 shares; 2025Q1: 35,655 shares; 2025Q2: 28,724 shares; 2025Q3: 31,456 shares; 2025Q4: 30,779 shares; 2026Q1: 34,791 shares; 2026Q2: 67,484 shares 67,484 $33.8M 0.4% +32,693 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: 41,458 shares; 2024Q4: 40,675 shares; 2025Q1: 42,877 shares; 2025Q2: 42,667 shares; 2025Q3: 44,879 shares; 2025Q4: 46,432 shares; 2026Q1: 45,890 shares; 2026Q2: 45,351 shares 45,351 $33.4M 0.4% -539 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049,164 shares; 2024Q4: 619,386 shares; 2025Q1: 659,753 shares; 2025Q2: 640,114 shares; 2025Q3: 690,528 shares; 2025Q4: 739,175 shares; 2026Q1: 544,060 shares; 2026Q2: 556,923 shares 556,923 $32.8M 0.39% +12,863 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,028 shares; 2025Q3: 83,491 shares; 2025Q4: 82,063 shares; 2026Q1: 67,560 shares; 2026Q2: 62,694 shares 62,694 $32.3M 0.38% -4,866 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: 295,089 shares; 2024Q4: 221,837 shares; 2025Q1: 232,399 shares; 2025Q2: 214,947 shares; 2025Q3: 214,383 shares; 2025Q4: 210,300 shares; 2026Q1: 250,923 shares; 2026Q2: 248,349 shares 248,349 $31.9M 0.38% -2,574 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: 125,696 shares; 2024Q4: 126,651 shares; 2025Q1: 127,078 shares; 2025Q2: 125,276 shares; 2025Q3: 121,364 shares; 2025Q4: 117,641 shares; 2026Q1: 116,369 shares; 2026Q2: 114,447 shares 114,447 $31.1M 0.37% -1,922 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,409 shares 20,409 $28.2M 0.34% new 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: 115,009 shares; 2025Q1: 68,609 shares; 2025Q2: 59,184 shares; 2025Q3: 124,533 shares; 2025Q4: 167,330 shares; 2026Q1: 166,285 shares; 2026Q2: 165,545 shares 165,545 $28.1M 0.34% -740 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: 299,929 shares; 2024Q4: 240,064 shares; 2025Q1: 244,444 shares; 2025Q2: 246,446 shares; 2025Q3: 245,408 shares; 2025Q4: 241,177 shares; 2026Q1: 241,410 shares; 2026Q2: 266,958 shares 266,958 $27.7M 0.33% +25,548 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: 148,419 shares; 2026Q2: 142,906 shares 142,906 $27.1M 0.32% -5,513 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,769 shares; 2024Q4: 35,280 shares; 2025Q1: 36,276 shares; 2025Q2: 49,959 shares; 2025Q3: 49,868 shares; 2025Q4: 29,005 shares; 2026Q1: 35,767 shares; 2026Q2: 54,845 shares 54,845 $26.9M 0.32% +19,078 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: 224,128 shares; 2024Q4: 222,118 shares; 2025Q1: 231,044 shares; 2025Q2: 245,793 shares; 2025Q3: 244,381 shares; 2025Q4: 246,324 shares; 2026Q1: 363,057 shares; 2026Q2: 358,465 shares 358,465 $26.6M 0.32% -4,592 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: 147,692 shares; 2024Q4: 148,164 shares; 2025Q1: 148,466 shares; 2025Q2: 144,755 shares; 2025Q3: 143,994 shares; 2025Q4: 154,079 shares; 2026Q1: 156,370 shares; 2026Q2: 105,545 shares 105,545 $26.6M 0.32% -50,825 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: 15,665 shares; 2024Q4: 4,058 shares; 2025Q1: 3,947 shares; 2025Q2: 3,796 shares; 2025Q3: 8,684 shares; 2025Q4: 8,895 shares; 2026Q1: 8,805 shares; 2026Q2: 87,083 shares 87,083 $26.3M 0.31% +78,278 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,801 shares; 2024Q4: 79,564 shares; 2025Q1: 81,320 shares; 2025Q2: 83,233 shares; 2025Q3: 80,754 shares; 2025Q4: 80,890 shares; 2026Q1: 83,609 shares; 2026Q2: 82,510 shares 82,510 $26.3M 0.31% -1,099 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: 380,903 shares; 2024Q4: 327,418 shares; 2025Q1: 332,774 shares; 2025Q2: 329,155 shares; 2025Q3: 328,157 shares; 2025Q4: 329,431 shares; 2026Q1: 321,887 shares; 2026Q2: 278,750 shares 278,750 $25.7M 0.31% -43,137 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: 19,434 shares; 2024Q4: 20,229 shares; 2025Q1: 21,964 shares; 2025Q2: 22,249 shares; 2025Q3: 22,584 shares; 2025Q4: 23,837 shares; 2026Q1: 24,248 shares; 2026Q2: 51,595 shares 51,595 $25.3M 0.3% +27,347 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,119 shares; 2024Q4: 8,216 shares; 2025Q1: 8,367 shares; 2025Q2: 138,034 shares; 2025Q3: 188,773 shares; 2025Q4: 194,874 shares; 2026Q1: 190,228 shares; 2026Q2: 274,816 shares 274,816 $25.3M 0.3% +84,588 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,133 shares; 2024Q4: 218,190 shares; 2025Q1: 237,217 shares; 2025Q2: 394,192 shares; 2025Q3: 573,411 shares; 2025Q4: 617,884 shares; 2026Q1: 648,605 shares; 2026Q2: 494,703 shares 494,703 $25.2M 0.3% -153,902 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 73,592 shares 73,592 $25.1M 0.3% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,062 shares; 2024Q4: 5,217 shares; 2025Q1: 5,534 shares; 2025Q2: 5,575 shares; 2025Q3: 7,234 shares; 2025Q4: 6,344 shares; 2026Q1: 5,649 shares; 2026Q2: 138,987 shares 138,987 $24.8M 0.3% +133,338 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: 183,981 shares; 2024Q4: 99,771 shares; 2025Q1: 84,995 shares; 2025Q2: 74,995 shares; 2025Q3: 65,207 shares; 2025Q4: 67,276 shares; 2026Q1: 67,816 shares; 2026Q2: 95,241 shares 95,241 $24.2M 0.29% +27,425 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,408 shares; 2024Q4: 51,924 shares; 2025Q1: 95,399 shares; 2025Q2: 98,132 shares; 2025Q3: 98,580 shares; 2025Q4: 137,524 shares; 2026Q1: 142,731 shares; 2026Q2: 172,895 shares 172,895 $23.3M 0.28% +30,164 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,606 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: 111,420 shares; 2026Q2: 75,930 shares 75,930 $22.6M 0.27% -35,490 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: 112,342 shares; 2024Q4: 110,570 shares; 2025Q1: 106,156 shares; 2025Q2: 94,210 shares; 2025Q3: 91,826 shares; 2025Q4: 116,260 shares; 2026Q1: 115,517 shares; 2026Q2: 102,061 shares 102,061 $22.5M 0.27% -13,456 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 664,748 shares 664,748 $22.5M 0.27% new 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: 84,500 shares; 2024Q4: 75,271 shares; 2025Q1: 75,566 shares; 2025Q2: 77,318 shares; 2025Q3: 98,131 shares; 2025Q4: 98,490 shares; 2026Q1: 98,187 shares; 2026Q2: 62,423 shares 62,423 $22M 0.26% -35,764 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,015 shares; 2024Q4: 110,721 shares; 2025Q1: 125,735 shares; 2025Q2: 125,868 shares; 2025Q3: 124,151 shares; 2025Q4: 126,592 shares; 2026Q1: 128,256 shares; 2026Q2: 132,064 shares 132,064 $21.6M 0.26% +3,808 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: 22,021 shares; 2024Q4: 132,616 shares; 2025Q1: 140,708 shares; 2025Q2: 160,178 shares; 2025Q3: 128,818 shares; 2025Q4: 122,556 shares; 2026Q1: 117,501 shares; 2026Q2: 119,364 shares 119,364 $21M 0.25% +1,863 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: 73,195 shares; 2024Q4: 58,326 shares; 2025Q1: 56,705 shares; 2025Q2: 53,080 shares; 2025Q3: 54,124 shares; 2025Q4: 55,293 shares; 2026Q1: 57,303 shares; 2026Q2: 56,484 shares 56,484 $20.5M 0.24% -819 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: 15,728 shares; 2024Q4: 16,328 shares; 2025Q1: 16,523 shares; 2025Q2: 16,253 shares; 2025Q3: 16,581 shares; 2025Q4: 18,246 shares; 2026Q1: 18,894 shares; 2026Q2: 18,961 shares 18,961 $20.2M 0.24% +67 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,542 shares; 2024Q4: 272,888 shares; 2025Q1: 299,782 shares; 2025Q2: 302,543 shares; 2025Q3: 304,929 shares; 2025Q4: 258,721 shares; 2026Q1: 302,038 shares; 2026Q2: 287,110 shares 287,110 $20M 0.24% -14,928 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: 9,302 shares; 2024Q4: 31,443 shares; 2025Q1: 36,496 shares; 2025Q2: 37,741 shares; 2025Q3: 34,676 shares; 2025Q4: 36,791 shares; 2026Q1: 39,498 shares; 2026Q2: 40,116 shares 40,116 $19.9M 0.24% +618 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: 366,372 shares; 2024Q4: 355,412 shares; 2025Q1: 305,477 shares; 2025Q2: 314,721 shares; 2025Q3: 309,535 shares; 2025Q4: 304,104 shares; 2026Q1: 289,996 shares; 2026Q2: 275,711 shares 275,711 $19.6M 0.23% -14,285 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI 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: 86,952 shares; 2025Q3: 1,048,102 shares; 2025Q4: 1,053,427 shares; 2026Q1: 1,063,301 shares; 2026Q2: 1,038,057 shares 1,038,057 $19.4M 0.23% -25,244 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: 281,576 shares; 2024Q4: 234,159 shares; 2025Q1: 255,096 shares; 2025Q2: 166,856 shares; 2025Q3: 176,226 shares; 2025Q4: 189,895 shares; 2026Q1: 193,523 shares; 2026Q2: 200,828 shares 200,828 $19M 0.23% +7,305 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,314 shares; 2024Q4: 286,180 shares; 2025Q1: 237,531 shares; 2025Q2: 232,138 shares; 2025Q3: 239,770 shares; 2025Q4: 230,245 shares; 2026Q1: 190,416 shares; 2026Q2: 154,939 shares 154,939 $18.3M 0.22% -35,477 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: 22,807 shares; 2024Q4: 23,415 shares; 2025Q1: 24,570 shares; 2025Q2: 27,825 shares; 2025Q3: 48,401 shares; 2025Q4: 49,181 shares; 2026Q1: 42,687 shares; 2026Q2: 35,348 shares 35,348 $18.2M 0.22% -7,339 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: 3,530 shares; 2024Q4: 2,777 shares; 2025Q1: 2,575 shares; 2025Q2: 2,652 shares; 2025Q3: 2,670 shares; 2025Q4: 4,269 shares; 2026Q1: 13,776 shares; 2026Q2: 15,397 shares 15,397 $18.1M 0.22% +1,621 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: 165,320 shares; 2024Q4: 168,367 shares; 2025Q1: 170,253 shares; 2025Q2: 187,726 shares; 2025Q3: 187,168 shares; 2025Q4: 200,972 shares; 2026Q1: 196,823 shares; 2026Q2: 196,308 shares 196,308 $18M 0.21% -515 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,034 shares; 2024Q4: 240,166 shares; 2025Q1: 248,458 shares; 2025Q2: 276,775 shares; 2025Q3: 301,758 shares; 2025Q4: 318,662 shares; 2026Q1: 349,248 shares; 2026Q2: 331,505 shares 331,505 $17.9M 0.21% -17,743 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: 72,384 shares; 2024Q4: 70,588 shares; 2025Q1: 60,065 shares; 2025Q2: 59,551 shares; 2025Q3: 59,245 shares; 2025Q4: 93,146 shares; 2026Q1: 93,982 shares; 2026Q2: 158,313 shares 158,313 $17.9M 0.21% +64,331 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: 840 shares; 2024Q4: not reported; 2025Q1: 85,580 shares; 2025Q2: 449,958 shares; 2025Q3: 514,296 shares; 2025Q4: 545,708 shares; 2026Q1: 410,832 shares; 2026Q2: 465,697 shares 465,697 $17.8M 0.21% +54,865 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,518 shares; 2024Q4: 201,329 shares; 2025Q1: 211,193 shares; 2025Q2: 187,515 shares; 2025Q3: 121,701 shares; 2025Q4: 145,634 shares; 2026Q1: 415,367 shares; 2026Q2: 345,273 shares 345,273 $17.2M 0.21% -70,094 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,128 shares; 2025Q1: 1,167 shares; 2025Q2: 1,108 shares; 2025Q3: 1,094 shares; 2025Q4: 13,061 shares; 2026Q1: 13,856 shares; 2026Q2: 16,969 shares 16,969 $17.2M 0.2% +3,113 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: 198,566 shares; 2024Q4: 95,773 shares; 2025Q1: 97,811 shares; 2025Q2: 91,408 shares; 2025Q3: 100,960 shares; 2025Q4: 99,028 shares; 2026Q1: 99,695 shares; 2026Q2: 101,773 shares 101,773 $16.9M 0.2% +2,078 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: 177,438 shares; 2024Q4: 180,586 shares; 2025Q1: 75,664 shares; 2025Q2: 69,540 shares; 2025Q3: 67,426 shares; 2025Q4: 68,801 shares; 2026Q1: 70,193 shares; 2026Q2: 70,728 shares 70,728 $16.8M 0.2% +535 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,052 shares; 2024Q4: 111,004 shares; 2025Q1: 83,019 shares; 2025Q2: 86,020 shares; 2025Q3: 77,962 shares; 2025Q4: 76,428 shares; 2026Q1: 78,231 shares; 2026Q2: 76,210 shares 76,210 $16.2M 0.19% -2,021 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: 15,496 shares; 2025Q1: 15,625 shares; 2025Q2: 15,581 shares; 2025Q3: 16,320 shares; 2025Q4: 16,529 shares; 2026Q1: 16,517 shares; 2026Q2: 16,660 shares 16,660 $16M 0.19% +143 Timeline SPTI 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: 30,674 shares; 2024Q4: 30,674 shares; 2025Q1: 23,764 shares; 2025Q2: 16,625 shares; 2025Q3: 17,818 shares; 2025Q4: 28,219 shares; 2026Q1: 470,046 shares; 2026Q2: 559,741 shares 559,741 $15.9M 0.19% +89,695 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,206 shares; 2025Q4: 463,899 shares; 2026Q1: 503,000 shares; 2026Q2: 652,258 shares 652,258 $15.9M 0.19% +149,258 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: 12,421 shares; 2024Q4: 7,586 shares; 2025Q1: 16,077 shares; 2025Q2: 16,576 shares; 2025Q3: 16,867 shares; 2025Q4: 17,115 shares; 2026Q1: 16,395 shares; 2026Q2: 16,085 shares 16,085 $15.7M 0.19% -310 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: 93,225 shares; 2024Q4: 109,816 shares; 2025Q1: 81,394 shares; 2025Q2: 86,484 shares; 2025Q3: 88,772 shares; 2025Q4: 96,026 shares; 2026Q1: 87,468 shares; 2026Q2: 114,111 shares 114,111 $15.6M 0.19% +26,643 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,097 shares; 2025Q1: 3,092 shares; 2025Q2: 2,946 shares; 2025Q3: 2,845 shares; 2025Q4: 2,885 shares; 2026Q1: 2,467 shares; 2026Q2: 20,185 shares 20,185 $15.4M 0.18% +17,718 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: 63,243 shares; 2024Q4: 60,255 shares; 2025Q1: 59,364 shares; 2025Q2: 95,358 shares; 2025Q3: 103,108 shares; 2025Q4: 94,298 shares; 2026Q1: 55,118 shares; 2026Q2: 54,184 shares 54,184 $15.2M 0.18% -934 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,352 shares; 2024Q4: 49,040 shares; 2025Q1: 49,091 shares; 2025Q2: 48,561 shares; 2025Q3: 48,137 shares; 2025Q4: 46,434 shares; 2026Q1: 46,083 shares; 2026Q2: 43,408 shares 43,408 $14.9M 0.18% -2,675 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,230 shares; 2024Q4: 169,881 shares; 2025Q1: 165,024 shares; 2025Q2: 163,874 shares; 2025Q3: 166,996 shares; 2025Q4: 171,246 shares; 2026Q1: 173,532 shares; 2026Q2: 109,973 shares 109,973 $14.8M 0.18% -63,559 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,607 shares; 2024Q4: 4,781 shares; 2025Q1: 4,776 shares; 2025Q2: 49,874 shares; 2025Q3: 81,185 shares; 2025Q4: 72,035 shares; 2026Q1: 72,382 shares; 2026Q2: 69,679 shares 69,679 $14.4M 0.17% -2,703 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297,147 shares; 2026Q2: 316,742 shares 316,742 $14.2M 0.17% +19,595 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: 67,488 shares; 2024Q4: 63,668 shares; 2025Q1: 57,317 shares; 2025Q2: 41,752 shares; 2025Q3: 42,603 shares; 2025Q4: 41,695 shares; 2026Q1: 42,383 shares; 2026Q2: 46,775 shares 46,775 $14M 0.17% +4,392 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: 200,408 shares; 2024Q4: 196,457 shares; 2025Q1: 199,127 shares; 2025Q2: 199,344 shares; 2025Q3: 226,406 shares; 2025Q4: 163,464 shares; 2026Q1: 161,321 shares; 2026Q2: 130,597 shares 130,597 $13.9M 0.17% -30,724 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: 28,006 shares; 2024Q4: 28,499 shares; 2025Q1: 28,198 shares; 2025Q2: 27,070 shares; 2025Q3: 26,897 shares; 2025Q4: 26,662 shares; 2026Q1: 26,341 shares; 2026Q2: 109,967 shares 109,967 $13.6M 0.16% +83,626 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: 144,178 shares; 2024Q4: 145,758 shares; 2025Q1: 222,079 shares; 2025Q2: 122,168 shares; 2025Q3: 186,301 shares; 2025Q4: 203,601 shares; 2026Q1: 209,651 shares; 2026Q2: 236,011 shares 236,011 $13.6M 0.16% +26,360 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: 46,166 shares; 2024Q4: 46,291 shares; 2025Q1: 45,362 shares; 2025Q2: 28,526 shares; 2025Q3: 26,090 shares; 2025Q4: 18,859 shares; 2026Q1: 16,639 shares; 2026Q2: 108,802 shares 108,802 $13.4M 0.16% +92,163 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: 24,852 shares; 2024Q4: 23,319 shares; 2025Q1: 24,917 shares; 2025Q2: 25,530 shares; 2025Q3: 25,473 shares; 2025Q4: 24,904 shares; 2026Q1: 26,992 shares; 2026Q2: 26,660 shares 26,660 $13.3M 0.16% -332 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,281 shares; 2024Q4: 122,584 shares; 2025Q1: 116,645 shares; 2025Q2: 114,320 shares; 2025Q3: 115,487 shares; 2025Q4: 118,892 shares; 2026Q1: 120,870 shares; 2026Q2: 124,417 shares 124,417 $13.2M 0.16% +3,547 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: 12,482 shares; 2024Q4: 11,596 shares; 2025Q1: 10,654 shares; 2025Q2: 9,714 shares; 2025Q3: 9,386 shares; 2025Q4: 34,151 shares; 2026Q1: 47,049 shares; 2026Q2: 50,851 shares 50,851 $13.2M 0.16% +3,802 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: 2,664 shares; 2024Q4: 2,673 shares; 2025Q1: 2,779 shares; 2025Q2: 2,165 shares; 2025Q3: 3,975 shares; 2025Q4: 3,914 shares; 2026Q1: 16,169 shares; 2026Q2: 18,265 shares 18,265 $13.2M 0.16% +2,096 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: 61,294 shares; 2024Q4: 60,421 shares; 2025Q1: 60,645 shares; 2025Q2: 62,792 shares; 2025Q3: 59,095 shares; 2025Q4: 56,445 shares; 2026Q1: 55,255 shares; 2026Q2: 55,158 shares 55,158 $13.1M 0.16% -97 Timeline XJH 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: 257,674 shares; 2025Q4: 252,076 shares; 2026Q1: 243,921 shares; 2026Q2: 248,821 shares 248,821 $13M 0.15% +4,900 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: 12,300 shares; 2024Q4: 7,135 shares; 2025Q1: 7,057 shares; 2025Q2: 6,797 shares; 2025Q3: 14,061 shares; 2025Q4: 16,630 shares; 2026Q1: 19,447 shares; 2026Q2: 38,076 shares 38,076 $12.9M 0.15% +18,629 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,607 shares; 2026Q1: 15,584 shares; 2026Q2: 15,441 shares 15,441 $12.8M 0.15% -143 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,709 shares; 2024Q4: 23,043 shares; 2025Q1: 23,241 shares; 2025Q2: 24,188 shares; 2025Q3: 24,679 shares; 2025Q4: 24,674 shares; 2026Q1: 25,277 shares; 2026Q2: 30,841 shares 30,841 $12.8M 0.15% +5,564 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: 153,103 shares; 2024Q4: 166,939 shares; 2025Q1: 158,367 shares; 2025Q2: 155,604 shares; 2025Q3: 96,836 shares; 2025Q4: 103,507 shares; 2026Q1: 103,810 shares; 2026Q2: 86,757 shares 86,757 $12.7M 0.15% -17,053 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: 19,565 shares; 2024Q4: 19,287 shares; 2025Q1: 16,771 shares; 2025Q2: 16,672 shares; 2025Q3: 16,772 shares; 2025Q4: 16,871 shares; 2026Q1: 16,966 shares; 2026Q2: 277,868 shares 277,868 $12.5M 0.15% +260,902 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,053 shares; 2024Q4: 136,043 shares; 2025Q1: 133,758 shares; 2025Q2: 131,546 shares; 2025Q3: 132,074 shares; 2025Q4: 133,893 shares; 2026Q1: 132,543 shares; 2026Q2: 222,481 shares 222,481 $12.3M 0.15% +89,938 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: 70,064 shares; 2024Q4: 76,883 shares; 2025Q1: 75,923 shares; 2025Q2: 75,709 shares; 2025Q3: 74,189 shares; 2025Q4: 72,309 shares; 2026Q1: 68,210 shares; 2026Q2: 63,695 shares 63,695 $12.1M 0.14% -4,515 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,966 shares 118,966 $12M 0.14% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: not reported; 2026Q1: not reported; 2026Q2: 150,390 shares 150,390 $11.7M 0.14% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,975 shares; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 9,977 shares; 2025Q3: 12,276 shares; 2025Q4: 8,302 shares; 2026Q1: not reported; 2026Q2: 216,276 shares 216,276 $11.6M 0.14% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,431 shares; 2024Q4: 55,236 shares; 2025Q1: 69,262 shares; 2025Q2: 73,934 shares; 2025Q3: 111,081 shares; 2025Q4: 130,858 shares; 2026Q1: 146,251 shares; 2026Q2: 151,511 shares 151,511 $11.4M 0.14% +5,260 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: 45,252 shares; 2024Q4: 58,266 shares; 2025Q1: 64,073 shares; 2025Q2: 61,832 shares; 2025Q3: 69,149 shares; 2025Q4: 69,895 shares; 2026Q1: 62,579 shares; 2026Q2: 59,797 shares 59,797 $11M 0.13% -2,782 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: 134,499 shares; 2024Q4: 135,048 shares; 2025Q1: 137,174 shares; 2025Q2: 129,478 shares; 2025Q3: 138,144 shares; 2025Q4: 150,313 shares; 2026Q1: 156,122 shares; 2026Q2: 76,532 shares 76,532 $11M 0.13% -79,590 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,082 shares; 2026Q2: 199,956 shares 199,956 $10.8M 0.13% +52,874 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,469 shares; 2024Q4: 56,614 shares; 2025Q1: 81,203 shares; 2025Q2: 83,307 shares; 2025Q3: 84,459 shares; 2025Q4: 61,075 shares; 2026Q1: 46,933 shares; 2026Q2: 43,157 shares 43,157 $10.3M 0.12% -3,776 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,250 shares; 2024Q4: 14,064 shares; 2025Q1: 17,488 shares; 2025Q2: 17,221 shares; 2025Q3: 16,812 shares; 2025Q4: 17,965 shares; 2026Q1: 14,769 shares; 2026Q2: 14,936 shares 14,936 $10.3M 0.12% +167 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: 30,677 shares; 2024Q4: 34,285 shares; 2025Q1: 36,935 shares; 2025Q2: 30,837 shares; 2025Q3: 33,965 shares; 2025Q4: 33,965 shares; 2026Q1: 46,603 shares; 2026Q2: 50,588 shares 50,588 $10.2M 0.12% +3,985 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,997 shares; 2025Q3: 68,155 shares; 2025Q4: 68,485 shares; 2026Q1: 67,611 shares; 2026Q2: 66,276 shares 66,276 $10M 0.12% -1,335 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: 991 shares; 2024Q4: 985 shares; 2025Q1: 9,881 shares; 2025Q2: 8,201 shares; 2025Q3: 1,294 shares; 2025Q4: 5,140 shares; 2026Q1: 5,402 shares; 2026Q2: 99,856 shares 99,856 $9.91M 0.12% +94,454 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: 259,546 shares; 2024Q4: 239,853 shares; 2025Q1: 249,638 shares; 2025Q2: 247,469 shares; 2025Q3: 241,264 shares; 2025Q4: 235,296 shares; 2026Q1: 233,032 shares; 2026Q2: 234,096 shares 234,096 $9.91M 0.12% +1,064 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,101 shares; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 780 shares; 2025Q4: 783 shares; 2026Q1: 718 shares; 2026Q2: 26,625 shares 26,625 $9.87M 0.12% +25,907 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: 10,650 shares; 2024Q4: 10,789 shares; 2025Q1: 9,824 shares; 2025Q2: 10,320 shares; 2025Q3: 10,254 shares; 2025Q4: 12,568 shares; 2026Q1: 31,174 shares; 2026Q2: 26,302 shares 26,302 $9.83M 0.12% -4,872 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,277 shares; 2024Q4: 378,584 shares; 2025Q1: 383,109 shares; 2025Q2: 370,847 shares; 2025Q3: 391,542 shares; 2025Q4: 377,376 shares; 2026Q1: 375,638 shares; 2026Q2: 382,223 shares 382,223 $9.57M 0.11% +6,585 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: 20,756 shares; 2024Q4: 16,680 shares; 2025Q1: 16,066 shares; 2025Q2: 14,629 shares; 2025Q3: 13,102 shares; 2025Q4: 13,008 shares; 2026Q1: 12,388 shares; 2026Q2: 32,592 shares 32,592 $9.56M 0.11% +20,204 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,019 shares; 2024Q4: 141,898 shares; 2025Q1: 146,294 shares; 2025Q2: 155,233 shares; 2025Q3: 155,559 shares; 2025Q4: 119,336 shares; 2026Q1: 118,620 shares; 2026Q2: 107,659 shares 107,659 $9.55M 0.11% -10,961 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,496 shares; 2026Q2: 24,764 shares 24,764 $9.55M 0.11% +268 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: 129,126 shares; 2024Q4: 121,460 shares; 2025Q1: 169,480 shares; 2025Q2: 180,767 shares; 2025Q3: 175,740 shares; 2025Q4: 167,985 shares; 2026Q1: 160,647 shares; 2026Q2: 150,592 shares 150,592 $9.47M 0.11% -10,055 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,380 shares; 2026Q2: 135,035 shares 135,035 $9.46M 0.11% +9,655 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001,441 shares; 2024Q4: 1,343,677 shares; 2025Q1: 1,314,736 shares; 2025Q2: 583,378 shares; 2025Q3: 208,439 shares; 2025Q4: 200,910 shares; 2026Q1: 176,801 shares; 2026Q2: 167,157 shares 167,157 $9.36M 0.11% -9,644 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,684 shares; 2024Q4: 24,596 shares; 2025Q1: 177,326 shares; 2025Q2: 121,142 shares; 2025Q3: 121,335 shares; 2025Q4: 138,879 shares; 2026Q1: 150,400 shares; 2026Q2: 160,870 shares 160,870 $9.01M 0.11% +10,470 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: 9,596 shares; 2024Q4: 9,979 shares; 2025Q1: 9,130 shares; 2025Q2: 8,932 shares; 2025Q3: 8,903 shares; 2025Q4: 11,799 shares; 2026Q1: 11,599 shares; 2026Q2: 61,997 shares 61,997 $8.97M 0.11% +50,398 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: 5,282 shares; 2024Q4: 5,772 shares; 2025Q1: 30,371 shares; 2025Q2: 60,102 shares; 2025Q3: 63,497 shares; 2025Q4: 105,740 shares; 2026Q1: 138,526 shares; 2026Q2: 70,944 shares 70,944 $8.96M 0.11% -67,582 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: 36,852 shares; 2024Q4: 13,457 shares; 2025Q1: 13,967 shares; 2025Q2: 14,072 shares; 2025Q3: 13,971 shares; 2025Q4: 13,713 shares; 2026Q1: 12,985 shares; 2026Q2: 33,098 shares 33,098 $8.95M 0.11% +20,113 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,510 shares; 2024Q4: 8,696 shares; 2025Q1: 13,009 shares; 2025Q2: 12,754 shares; 2025Q3: 11,111 shares; 2025Q4: 10,614 shares; 2026Q1: 9,847 shares; 2026Q2: 74,466 shares 74,466 $8.9M 0.11% +64,619 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: 173,033 shares; 2024Q4: 169,515 shares; 2025Q1: 160,715 shares; 2025Q2: 155,565 shares; 2025Q3: 144,909 shares; 2025Q4: 121,887 shares; 2026Q1: 114,331 shares; 2026Q2: 108,042 shares 108,042 $8.88M 0.11% -6,289 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,490 shares 48,490 $8.61M 0.1% new 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: 80,238 shares; 2024Q4: 79,915 shares; 2025Q1: 48,324 shares; 2025Q2: 64,144 shares; 2025Q3: 91,290 shares; 2025Q4: 44,642 shares; 2026Q1: 33,592 shares; 2026Q2: 58,708 shares 58,708 $8.6M 0.1% +25,116 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: 44,696 shares; 2024Q4: 45,286 shares; 2025Q1: 57,937 shares; 2025Q2: 57,340 shares; 2025Q3: 56,727 shares; 2025Q4: 66,297 shares; 2026Q1: 74,580 shares; 2026Q2: 50,284 shares 50,284 $8.53M 0.1% -24,296 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,483 shares 88,483 $8.53M 0.1% new 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: 42,028 shares; 2024Q4: 35,257 shares; 2025Q1: 41,825 shares; 2025Q2: 47,523 shares; 2025Q3: 46,660 shares; 2025Q4: 58,637 shares; 2026Q1: 60,929 shares; 2026Q2: 62,832 shares 62,832 $8.51M 0.1% +1,903 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,141 shares; 2025Q3: 513,390 shares; 2025Q4: 264,690 shares; 2026Q1: 67,311 shares; 2026Q2: 111,335 shares 111,335 $8.43M 0.1% +44,024 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,425 shares; 2024Q4: 9,377 shares; 2025Q1: 10,058 shares; 2025Q2: 10,114 shares; 2025Q3: 30,051 shares; 2025Q4: 30,951 shares; 2026Q1: 30,873 shares; 2026Q2: 31,019 shares 31,019 $8.36M 0.1% +146 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: 91,143 shares; 2024Q4: 92,002 shares; 2025Q1: 101,927 shares; 2025Q2: 101,161 shares; 2025Q3: 99,725 shares; 2025Q4: 24,677 shares; 2026Q1: 23,669 shares; 2026Q2: 24,341 shares 24,341 $8.29M 0.1% +672 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: 42,487 shares; 2024Q4: 29,187 shares; 2025Q1: 29,068 shares; 2025Q2: 28,411 shares; 2025Q3: 28,329 shares; 2025Q4: 27,809 shares; 2026Q1: 23,159 shares; 2026Q2: 36,595 shares 36,595 $8.2M 0.1% +13,436 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: 9,502 shares; 2024Q4: 9,682 shares; 2025Q1: 3,518 shares; 2025Q2: 3,305 shares; 2025Q3: 3,235 shares; 2025Q4: 3,220 shares; 2026Q1: 3,208 shares; 2026Q2: 7,030 shares 7,030 $7.96M 0.09% +3,822 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,989 shares 41,989 $7.91M 0.09% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,479 shares; 2024Q4: 11,718 shares; 2025Q1: 11,624 shares; 2025Q2: 9,169 shares; 2025Q3: 8,549 shares; 2025Q4: 8,702 shares; 2026Q1: 8,166 shares; 2026Q2: 11,036 shares 11,036 $7.87M 0.09% +2,870 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,157 shares; 2024Q4: 380,916 shares; 2025Q1: 407,230 shares; 2025Q2: 516,357 shares; 2025Q3: 559,758 shares; 2025Q4: 270,198 shares; 2026Q1: 257,991 shares; 2026Q2: 266,662 shares 266,662 $7.85M 0.09% +8,671 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: 36,884 shares; 2024Q4: 39,286 shares; 2025Q1: 37,044 shares; 2025Q2: 37,578 shares; 2025Q3: 37,101 shares; 2025Q4: 33,176 shares; 2026Q1: 35,248 shares; 2026Q2: 29,023 shares 29,023 $7.85M 0.09% -6,225 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: 16,771 shares; 2024Q4: 16,594 shares; 2025Q1: 16,235 shares; 2025Q2: 15,709 shares; 2025Q3: 15,476 shares; 2025Q4: 15,420 shares; 2026Q1: 15,219 shares; 2026Q2: 14,882 shares 14,882 $7.83M 0.09% -337 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,627 shares; 2024Q4: 47,247 shares; 2025Q1: 52,873 shares; 2025Q2: 54,115 shares; 2025Q3: 60,348 shares; 2025Q4: 65,794 shares; 2026Q1: 68,663 shares; 2026Q2: 71,705 shares 71,705 $7.82M 0.09% +3,042 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: 120,355 shares; 2024Q4: 125,523 shares; 2025Q1: 125,371 shares; 2025Q2: 111,111 shares; 2025Q3: 110,070 shares; 2025Q4: 108,948 shares; 2026Q1: 77,360 shares; 2026Q2: 84,829 shares 84,829 $7.7M 0.09% +7,469 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: 885 shares; 2024Q4: 821 shares; 2025Q1: 874 shares; 2025Q2: 909 shares; 2025Q3: 889 shares; 2025Q4: 858 shares; 2026Q1: 808 shares; 2026Q2: 17,699 shares 17,699 $7.38M 0.09% +16,891 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: 12,821 shares; 2024Q4: 33,728 shares; 2025Q1: 28,771 shares; 2025Q2: 37,026 shares; 2025Q3: 37,026 shares; 2025Q4: 49,665 shares; 2026Q1: 55,689 shares; 2026Q2: 59,367 shares 59,367 $7.02M 0.08% +3,678 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,527 shares; 2024Q4: 64,393 shares; 2025Q1: 60,005 shares; 2025Q2: 59,065 shares; 2025Q3: 56,629 shares; 2025Q4: 49,960 shares; 2026Q1: 49,484 shares; 2026Q2: 50,709 shares 50,709 $6.74M 0.08% +1,225 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: 12,842 shares; 2024Q4: 8,420 shares; 2025Q1: 8,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares; 2026Q1: 7,065 shares; 2026Q2: 56,343 shares 56,343 $6.71M 0.08% +49,278 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,992 shares; 2026Q2: 147,827 shares 147,827 $6.67M 0.08% -1,165 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: 3,622 shares; 2024Q4: 3,522 shares; 2025Q1: 3,425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,260 shares 64,260 $6.57M 0.08% new 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: 6,142 shares; 2024Q4: 6,262 shares; 2025Q1: 73,823 shares; 2025Q2: 68,654 shares; 2025Q3: 49,357 shares; 2025Q4: 41,061 shares; 2026Q1: 40,044 shares; 2026Q2: 39,553 shares 39,553 $6.48M 0.08% -491 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,782 shares; 2024Q4: 4,782 shares; 2025Q1: 4,782 shares; 2025Q2: 4,782 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,782 shares; 2026Q2: 17,209 shares 17,209 $6.42M 0.08% +12,427 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,315 shares 81,315 $6.41M 0.08% new 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: 91,283 shares; 2024Q4: 112,149 shares; 2025Q1: 10,147 shares; 2025Q2: 4,600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,317 shares 85,317 $6.35M 0.08% new Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 44,152 shares 44,152 $6.23M 0.07% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,616 shares; 2025Q1: 5,611 shares; 2025Q2: 5,646 shares; 2025Q3: 5,665 shares; 2025Q4: 5,589 shares; 2026Q1: 5,553 shares; 2026Q2: 22,336 shares 22,336 $6.22M 0.07% +16,783 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,370 shares; 2025Q2: 18,327 shares; 2025Q3: 18,652 shares; 2025Q4: 18,209 shares; 2026Q1: 18,120 shares; 2026Q2: 35,791 shares 35,791 $6.07M 0.07% +17,671 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: 10,073 shares; 2024Q4: 9,716 shares; 2025Q1: 10,077 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares; 2025Q4: 8,654 shares; 2026Q1: 8,516 shares; 2026Q2: 8,453 shares 8,453 $5.95M 0.07% -63 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,130 shares; 2025Q2: 1,872 shares; 2025Q3: 1,871 shares; 2025Q4: 5,604 shares; 2026Q1: 5,904 shares; 2026Q2: 13,569 shares 13,569 $5.94M 0.07% +7,665 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: 8,958 shares; 2024Q4: 8,868 shares; 2025Q1: 8,879 shares; 2025Q2: 10,339 shares; 2025Q3: 11,327 shares; 2025Q4: 14,996 shares; 2026Q1: 16,741 shares; 2026Q2: 14,538 shares 14,538 $5.85M 0.07% -2,203 Timeline KZIA KAZIA THERAPEUTICS LTD More: the full row for KAZIA THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,469 shares; 2026Q2: 414,958 shares 414,958 $5.84M 0.07% +272,489 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: 90,487 shares; 2024Q4: 79,981 shares; 2025Q1: 95,730 shares; 2025Q2: 81,867 shares; 2025Q3: 77,988 shares; 2025Q4: 66,655 shares; 2026Q1: 14,726 shares; 2026Q2: 36,217 shares 36,217 $5.67M 0.07% +21,491 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: 159,510 shares; 2024Q4: 113,533 shares; 2025Q1: 92,391 shares; 2025Q2: 74,172 shares; 2025Q3: 64,526 shares; 2025Q4: 65,620 shares; 2026Q1: 57,059 shares; 2026Q2: 51,955 shares 51,955 $5.59M 0.07% -5,104 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,238 shares; 2024Q4: 90,533 shares; 2025Q1: 89,174 shares; 2025Q2: 58,619 shares; 2025Q3: 53,531 shares; 2025Q4: 50,318 shares; 2026Q1: 47,770 shares; 2026Q2: 45,426 shares 45,426 $5.46M 0.07% -2,344 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,214 shares 40,214 $5.45M 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,667 shares 54,667 $5.33M 0.06% new 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: 109,622 shares; 2024Q4: 120,293 shares; 2025Q1: 118,394 shares; 2025Q2: 104,912 shares; 2025Q3: 25,169 shares; 2025Q4: 23,928 shares; 2026Q1: 16,253 shares; 2026Q2: 41,247 shares 41,247 $5.13M 0.06% +24,994 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,389 shares; 2024Q4: 21,934 shares; 2025Q1: 22,799 shares; 2025Q2: 23,054 shares; 2025Q3: 5,281 shares; 2025Q4: 4,613 shares; 2026Q1: 2,686 shares; 2026Q2: 24,894 shares 24,894 $5.1M 0.06% +22,208 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA 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: 350,501 shares; 2026Q2: 348,824 shares 348,824 $5M 0.06% -1,677 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: 4,836 shares; 2025Q1: 6,306 shares; 2025Q2: 14,752 shares; 2025Q3: 16,836 shares; 2025Q4: 15,847 shares; 2026Q1: 10,814 shares; 2026Q2: 5,101 shares 5,101 $4.92M 0.06% -5,713 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: 213,769 shares; 2024Q4: 217,418 shares; 2025Q1: 218,028 shares; 2025Q2: 215,820 shares; 2025Q3: 167,968 shares; 2025Q4: 100,309 shares; 2026Q1: 51,870 shares; 2026Q2: 28,972 shares 28,972 $4.83M 0.06% -22,898 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: 20,868 shares 20,868 $4.67M 0.06% new 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: 50,454 shares; 2024Q4: 47,508 shares; 2025Q1: 47,387 shares; 2025Q2: 47,103 shares; 2025Q3: 45,578 shares; 2025Q4: 44,161 shares; 2026Q1: 40,785 shares; 2026Q2: 35,101 shares 35,101 $4.65M 0.06% -5,684 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: 10,943 shares; 2024Q4: 10,873 shares; 2025Q1: 10,806 shares; 2025Q2: 9,494 shares; 2025Q3: 9,426 shares; 2025Q4: 7,816 shares; 2026Q1: 6,230 shares; 2026Q2: 35,512 shares 35,512 $4.64M 0.06% +29,282 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,864 shares 20,864 $4.61M 0.05% new 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: 23,789 shares; 2024Q4: 23,185 shares; 2025Q1: 20,405 shares; 2025Q2: 19,786 shares; 2025Q3: 19,248 shares; 2025Q4: 17,471 shares; 2026Q1: 15,832 shares; 2026Q2: 15,369 shares 15,369 $4.58M 0.05% -463 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,417 shares; 2024Q4: 13,555 shares; 2025Q1: 12,953 shares; 2025Q2: 18,086 shares; 2025Q3: 18,086 shares; 2025Q4: 117,168 shares; 2026Q1: 123,286 shares; 2026Q2: 133,590 shares 133,590 $4.57M 0.05% +10,304 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: 130,778 shares; 2025Q2: 142,520 shares; 2025Q3: 141,166 shares; 2025Q4: 144,555 shares; 2026Q1: 96,364 shares; 2026Q2: 96,982 shares 96,982 $4.52M 0.05% +618 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,585 shares; 2026Q1: 78,783 shares; 2026Q2: 224,971 shares 224,971 $4.4M 0.05% +146,188 Timeline SPYX 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: 72,899 shares; 2024Q4: 77,329 shares; 2025Q1: 72,819 shares; 2025Q2: 74,757 shares; 2025Q3: 75,130 shares; 2025Q4: 75,694 shares; 2026Q1: 70,599 shares; 2026Q2: 70,632 shares 70,632 $4.32M 0.05% +33 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: 28,801 shares; 2024Q4: 10,179 shares; 2025Q1: 9,741 shares; 2025Q2: 9,033 shares; 2025Q3: 8,749 shares; 2025Q4: 9,405 shares; 2026Q1: 8,865 shares; 2026Q2: 8,438 shares 8,438 $4.3M 0.05% -427 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,826 shares; 2024Q4: 186,408 shares; 2025Q1: 192,489 shares; 2025Q2: 193,177 shares; 2025Q3: 207,589 shares; 2025Q4: 210,156 shares; 2026Q1: 205,630 shares; 2026Q2: 184,489 shares 184,489 $4.29M 0.05% -21,141 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: 17,773 shares; 2024Q4: 21,123 shares; 2025Q1: 21,904 shares; 2025Q2: 22,148 shares; 2025Q3: 22,455 shares; 2025Q4: 8,824 shares; 2026Q1: 7,764 shares; 2026Q2: 8,115 shares 8,115 $4.21M 0.05% +351 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: 10,555 shares; 2024Q4: 11,139 shares; 2025Q1: 8,472 shares; 2025Q2: 8,199 shares; 2025Q3: 8,084 shares; 2025Q4: 30,316 shares; 2026Q1: 20,928 shares; 2026Q2: 21,919 shares 21,919 $4.18M 0.05% +991 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: 8,345 shares; 2024Q4: 8,377 shares; 2025Q1: 9,817 shares; 2025Q2: 9,422 shares; 2025Q3: 9,369 shares; 2025Q4: 13,607 shares; 2026Q1: 12,327 shares; 2026Q2: 49,066 shares 49,066 $3.95M 0.05% +36,739 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,980 shares; 2024Q4: 13,994 shares; 2025Q1: 6,017 shares; 2025Q2: 6,011 shares; 2025Q3: 5,931 shares; 2025Q4: 13,953 shares; 2026Q1: 1,676 shares; 2026Q2: 15,098 shares 15,098 $3.94M 0.05% +13,422 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,096 shares 50,096 $3.83M 0.05% new Timeline AAON AAON INC More: the full row for AAON 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: 30,183 shares 30,183 $3.83M 0.05% new 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: 62,943 shares; 2024Q4: 12,277 shares; 2025Q1: 13,577 shares; 2025Q2: 13,579 shares; 2025Q3: 13,589 shares; 2025Q4: 13,221 shares; 2026Q1: 12,552 shares; 2026Q2: 11,958 shares 11,958 $3.76M 0.04% -594 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: 1,782 shares; 2024Q4: 1,562 shares; 2025Q1: 9,420 shares; 2025Q2: 10,850 shares; 2025Q3: 10,948 shares; 2025Q4: 10,814 shares; 2026Q1: 10,356 shares; 2026Q2: 10,534 shares 10,534 $3.73M 0.04% +178 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: 10,609 shares; 2024Q4: 10,683 shares; 2025Q1: 10,244 shares; 2025Q2: 10,175 shares; 2025Q3: 10,285 shares; 2025Q4: 10,685 shares; 2026Q1: 10,369 shares; 2026Q2: 10,107 shares 10,107 $3.72M 0.04% -262 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,068 shares 11,068 $3.72M 0.04% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,925 shares; 2025Q3: 122,650 shares; 2025Q4: 117,102 shares; 2026Q1: 108,593 shares; 2026Q2: 100,950 shares 100,950 $3.71M 0.04% -7,643 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,007 shares; 2025Q2: 97,533 shares; 2025Q3: 73,328 shares; 2025Q4: 41,135 shares; 2026Q1: 31,024 shares; 2026Q2: 27,689 shares 27,689 $3.69M 0.04% -3,335 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,824 shares 8,824 $3.67M 0.04% new 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: 18,189 shares; 2024Q4: 13,524 shares; 2025Q1: 16,363 shares; 2025Q2: 14,776 shares; 2025Q3: 14,396 shares; 2025Q4: 14,177 shares; 2026Q1: 60,835 shares; 2026Q2: 65,006 shares 65,006 $3.66M 0.04% +4,171 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,692 shares; 2025Q1: 1,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,365 shares 20,365 $3.66M 0.04% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,457 shares; 2024Q4: 6,451 shares; 2025Q1: 7,890 shares; 2025Q2: 11,655 shares; 2025Q3: 10,306 shares; 2025Q4: 13,943 shares; 2026Q1: 8,464 shares; 2026Q2: 75,974 shares 75,974 $3.65M 0.04% +67,510 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: 434,315 shares; 2024Q4: 395,146 shares; 2025Q1: 373,971 shares; 2025Q2: 35,755 shares; 2025Q3: 33,004 shares; 2025Q4: 27,949 shares; 2026Q1: 24,184 shares; 2026Q2: 24,642 shares 24,642 $3.64M 0.04% +458 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153,666 shares; 2025Q3: 157,204 shares; 2025Q4: 167,601 shares; 2026Q1: 199,061 shares; 2026Q2: 200,276 shares 200,276 $3.58M 0.04% +1,215 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,277 shares; 2024Q4: 39,958 shares; 2025Q1: 40,617 shares; 2025Q2: 17,511 shares; 2025Q3: 14,821 shares; 2025Q4: 6,592 shares; 2026Q1: 6,550 shares; 2026Q2: 37,970 shares 37,970 $3.51M 0.04% +31,420 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,133 shares 13,133 $3.51M 0.04% new 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: 14,731 shares; 2024Q4: 13,739 shares; 2025Q1: 9,004 shares; 2025Q2: 7,521 shares; 2025Q3: 7,455 shares; 2025Q4: 10,331 shares; 2026Q1: 32,200 shares; 2026Q2: 33,778 shares 33,778 $3.49M 0.04% +1,578 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: 14,837 shares; 2024Q4: 14,794 shares; 2025Q1: 13,966 shares; 2025Q2: 13,629 shares; 2025Q3: 13,674 shares; 2025Q4: 13,912 shares; 2026Q1: 13,895 shares; 2026Q2: 14,031 shares 14,031 $3.45M 0.04% +136 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: 5,406 shares; 2024Q4: 5,603 shares; 2025Q1: 7,007 shares; 2025Q2: 6,363 shares; 2025Q3: 6,691 shares; 2025Q4: 6,427 shares; 2026Q1: 6,564 shares; 2026Q2: 39,868 shares 39,868 $3.43M 0.04% +33,304 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: 17,669 shares; 2024Q4: 38,407 shares; 2025Q1: 39,119 shares; 2025Q2: 41,149 shares; 2025Q3: 37,762 shares; 2025Q4: 41,778 shares; 2026Q1: 39,750 shares; 2026Q2: 39,761 shares 39,761 $3.32M 0.04% +11 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: 11,024 shares; 2024Q4: 10,080 shares; 2025Q1: 11,075 shares; 2025Q2: 14,557 shares; 2025Q3: 14,269 shares; 2025Q4: 13,988 shares; 2026Q1: 13,373 shares; 2026Q2: 13,260 shares 13,260 $3.18M 0.04% -113 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: 15,547 shares; 2024Q4: 15,733 shares; 2025Q1: 16,371 shares; 2025Q2: 16,222 shares; 2025Q3: 16,036 shares; 2025Q4: 15,090 shares; 2026Q1: 15,109 shares; 2026Q2: 14,502 shares 14,502 $3.15M 0.04% -607 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,416 shares; 2025Q2: 160,205 shares; 2025Q3: 118,690 shares; 2025Q4: 55,956 shares; 2026Q1: 39,391 shares; 2026Q2: 30,234 shares 30,234 $3.14M 0.04% -9,157 Timeline AIRS AIRSCULPT TECHNOLOGIES INC More: the full row for AIRSCULPT 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: 691,989 shares 691,989 $3.11M 0.04% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,915 shares; 2024Q4: 173,979 shares; 2025Q1: 245,728 shares; 2025Q2: 232,191 shares; 2025Q3: 80,284 shares; 2025Q4: 74,768 shares; 2026Q1: 86,708 shares; 2026Q2: 56,029 shares 56,029 $3.11M 0.04% -30,679 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,737 shares; 2024Q4: 28,238 shares; 2025Q1: 29,443 shares; 2025Q2: 29,742 shares; 2025Q3: 26,015 shares; 2025Q4: 23,660 shares; 2026Q1: 23,612 shares; 2026Q2: 23,497 shares 23,497 $3.09M 0.04% -115 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,186 shares; 2024Q4: 71,601 shares; 2025Q1: 67,951 shares; 2025Q2: 63,077 shares; 2025Q3: 51,645 shares; 2025Q4: 47,188 shares; 2026Q1: 40,551 shares; 2026Q2: 38,651 shares 38,651 $3.05M 0.04% -1,900 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: 30,953 shares; 2024Q4: 30,695 shares; 2025Q1: 18,435 shares; 2025Q2: 13,541 shares; 2025Q3: 12,471 shares; 2025Q4: 12,113 shares; 2026Q1: 11,018 shares; 2026Q2: 10,362 shares 10,362 $3.01M 0.04% -656 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: 56,920 shares; 2024Q4: 50,568 shares; 2025Q1: 46,139 shares; 2025Q2: 37,425 shares; 2025Q3: 37,251 shares; 2025Q4: 37,314 shares; 2026Q1: 36,221 shares; 2026Q2: 35,933 shares 35,933 $3.01M 0.04% -288 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: 112,019 shares; 2024Q4: 12,516 shares; 2025Q1: 14,056 shares; 2025Q2: 15,603 shares; 2025Q3: 15,919 shares; 2025Q4: 19,630 shares; 2026Q1: 19,058 shares; 2026Q2: 18,959 shares 18,959 $3M 0.04% -99 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: 8,698 shares; 2024Q4: 9,435 shares; 2025Q1: 9,794 shares; 2025Q2: 15,673 shares; 2025Q3: 13,686 shares; 2025Q4: 13,660 shares; 2026Q1: 13,624 shares; 2026Q2: 13,560 shares 13,560 $2.99M 0.04% -64 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,103 shares; 2024Q4: 9,876 shares; 2025Q1: 13,749 shares; 2025Q2: 13,840 shares; 2025Q3: 13,734 shares; 2025Q4: 13,686 shares; 2026Q1: 13,509 shares; 2026Q2: 13,552 shares 13,552 $2.95M 0.04% +43 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,649 shares; 2024Q4: 65,036 shares; 2025Q1: 58,759 shares; 2025Q2: 63,144 shares; 2025Q3: 62,914 shares; 2025Q4: 63,914 shares; 2026Q1: 60,760 shares; 2026Q2: 59,216 shares 59,216 $2.95M 0.04% -1,544 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,401 shares; 2024Q4: 70,026 shares; 2025Q1: 65,376 shares; 2025Q2: 62,226 shares; 2025Q3: 49,876 shares; 2025Q4: 46,276 shares; 2026Q1: 44,900 shares; 2026Q2: 39,300 shares 39,300 $2.94M 0.04% -5,600 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,343 shares; 2024Q4: 11,729 shares; 2025Q1: 11,823 shares; 2025Q2: 12,760 shares; 2025Q3: 12,337 shares; 2025Q4: 12,513 shares; 2026Q1: 12,133 shares; 2026Q2: 12,165 shares 12,165 $2.9M 0.03% +32 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,513 shares; 2024Q4: 7,511 shares; 2025Q1: 7,507 shares; 2025Q2: 7,445 shares; 2025Q3: 7,401 shares; 2025Q4: 7,356 shares; 2026Q1: 7,289 shares; 2026Q2: 6,945 shares 6,945 $2.88M 0.03% -344 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,457 shares; 2024Q4: 31,338 shares; 2025Q1: 24,646 shares; 2025Q2: 24,433 shares; 2025Q3: 24,422 shares; 2025Q4: 25,712 shares; 2026Q1: 24,134 shares; 2026Q2: 24,150 shares 24,150 $2.83M 0.03% +16 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: 3,642 shares; 2026Q1: 4,373 shares; 2026Q2: 14,497 shares 14,497 $2.82M 0.03% +10,124 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: 78,647 shares; 2024Q4: 85,550 shares; 2025Q1: 13,447 shares; 2025Q2: 9,446 shares; 2025Q3: 9,281 shares; 2025Q4: 8,536 shares; 2026Q1: 8,515 shares; 2026Q2: 8,350 shares 8,350 $2.8M 0.03% -165 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,919 shares; 2025Q2: 272,850 shares; 2025Q3: 205,988 shares; 2025Q4: 98,510 shares; 2026Q1: 69,882 shares; 2026Q2: 64,191 shares 64,191 $2.79M 0.03% -5,691 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,796 shares; 2024Q4: 9,675 shares; 2025Q1: 9,552 shares; 2025Q2: 9,065 shares; 2025Q3: 9,065 shares; 2025Q4: 9,093 shares; 2026Q1: 34,427 shares; 2026Q2: 36,519 shares 36,519 $2.79M 0.03% +2,092 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: 21,932 shares; 2024Q4: 19,048 shares; 2025Q1: 18,286 shares; 2025Q2: 16,788 shares; 2025Q3: 13,874 shares; 2025Q4: 14,195 shares; 2026Q1: 13,805 shares; 2026Q2: 14,389 shares 14,389 $2.74M 0.03% +584 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: 15,048 shares; 2024Q4: 9,441 shares; 2025Q1: 8,609 shares; 2025Q2: 8,323 shares; 2025Q3: 7,922 shares; 2025Q4: 10,224 shares; 2026Q1: 10,677 shares; 2026Q2: 10,457 shares 10,457 $2.67M 0.03% -220 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: 17,039 shares; 2024Q4: 12,345 shares; 2025Q1: 12,158 shares; 2025Q2: 11,627 shares; 2025Q3: 12,432 shares; 2025Q4: 14,660 shares; 2026Q1: 12,255 shares; 2026Q2: 36,769 shares 36,769 $2.65M 0.03% +24,514 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: 143,231 shares; 2024Q4: 151,774 shares; 2025Q1: 141,683 shares; 2025Q2: 137,542 shares; 2025Q3: 142,768 shares; 2025Q4: 145,748 shares; 2026Q1: 131,530 shares; 2026Q2: 126,844 shares 126,844 $2.63M 0.03% -4,686 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: 11,258 shares; 2024Q4: 11,365 shares; 2025Q1: 13,035 shares; 2025Q2: 13,503 shares; 2025Q3: 2,763 shares; 2025Q4: 2,034 shares; 2026Q1: 2,114 shares; 2026Q2: 6,594 shares 6,594 $2.62M 0.03% +4,480 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: 19,363 shares; 2024Q4: 20,271 shares; 2025Q1: 19,657 shares; 2025Q2: 19,635 shares; 2025Q3: 19,357 shares; 2025Q4: 19,562 shares; 2026Q1: 19,167 shares; 2026Q2: 19,154 shares 19,154 $2.62M 0.03% -13 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: 12,133 shares; 2024Q4: 13,468 shares; 2025Q1: 12,611 shares; 2025Q2: 20,428 shares; 2025Q3: 42,534 shares; 2025Q4: 411,653 shares; 2026Q1: 28,231 shares; 2026Q2: 36,326 shares 36,326 $2.59M 0.03% +8,095 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,863 shares; 2025Q1: 2,600 shares; 2025Q2: 2,551 shares; 2025Q3: 3,145 shares; 2025Q4: 3,149 shares; 2026Q1: 15,480 shares; 2026Q2: 15,288 shares 15,288 $2.58M 0.03% -192 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: 4,500 shares; 2024Q4: 5,140 shares; 2025Q1: 7,481 shares; 2025Q2: 7,479 shares; 2025Q3: 6,080 shares; 2025Q4: 32,581 shares; 2026Q1: 6,271 shares; 2026Q2: 6,054 shares 6,054 $2.55M 0.03% -217 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,025 shares; 2026Q2: 55,361 shares 55,361 $2.54M 0.03% +4,336 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: 234,603 shares; 2024Q4: 195,257 shares; 2025Q1: 107,606 shares; 2025Q2: 107,904 shares; 2025Q3: 95,704 shares; 2025Q4: 95,910 shares; 2026Q1: 110,152 shares; 2026Q2: 104,357 shares 104,357 $2.51M 0.03% -5,795 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,183 shares; 2024Q4: 21,632 shares; 2025Q1: 21,716 shares; 2025Q2: 21,332 shares; 2025Q3: 21,103 shares; 2025Q4: 20,689 shares; 2026Q1: 20,783 shares; 2026Q2: 21,392 shares 21,392 $2.5M 0.03% +609 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: 19,182 shares; 2024Q4: 14,058 shares; 2025Q1: 20,628 shares; 2025Q2: 17,498 shares; 2025Q3: 16,498 shares; 2025Q4: 20,428 shares; 2026Q1: 161,562 shares; 2026Q2: 168,230 shares 168,230 $2.34M 0.03% +6,668 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: 16,728 shares; 2024Q4: 15,923 shares; 2025Q1: 17,565 shares; 2025Q2: 16,908 shares; 2025Q3: 16,685 shares; 2025Q4: 18,066 shares; 2026Q1: 16,494 shares; 2026Q2: 16,969 shares 16,969 $2.33M 0.03% +475 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,513 shares; 2024Q4: 38,681 shares; 2025Q1: 39,532 shares; 2025Q2: 32,129 shares; 2025Q3: 47,985 shares; 2025Q4: 56,797 shares; 2026Q1: 58,097 shares; 2026Q2: 61,514 shares 61,514 $2.31M 0.03% +3,417 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,730 shares; 2024Q4: 53,982 shares; 2025Q1: 8,764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,835 shares; 2026Q2: 24,661 shares 24,661 $2.29M 0.03% +826 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,987 shares; 2024Q4: 35,028 shares; 2025Q1: 34,737 shares; 2025Q2: 34,553 shares; 2025Q3: 33,177 shares; 2025Q4: 32,197 shares; 2026Q1: 31,091 shares; 2026Q2: 30,607 shares 30,607 $2.28M 0.03% -484 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 46,720 shares; 2026Q2: 49,236 shares 49,236 $2.28M 0.03% +2,516 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,431 shares; 2024Q4: 19,375 shares; 2025Q1: 20,499 shares; 2025Q2: 21,403 shares; 2025Q3: 21,876 shares; 2025Q4: 21,263 shares; 2026Q1: 20,868 shares; 2026Q2: 20,361 shares 20,361 $2.25M 0.03% -507 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,867 shares; 2024Q4: 34,217 shares; 2025Q1: 33,320 shares; 2025Q2: 32,228 shares; 2025Q3: 30,569 shares; 2025Q4: 30,100 shares; 2026Q1: 29,188 shares; 2026Q2: 28,957 shares 28,957 $2.24M 0.03% -231 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,006 shares; 2024Q4: 149,352 shares; 2025Q1: 148,940 shares; 2025Q2: 151,294 shares; 2025Q3: 153,572 shares; 2025Q4: 145,894 shares; 2026Q1: 95,438 shares; 2026Q2: 13,274 shares 13,274 $2.23M 0.03% -82,164 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,210 shares; 2024Q4: 64,168 shares; 2025Q1: 97,568 shares; 2025Q2: 56,568 shares; 2025Q3: 54,837 shares; 2025Q4: 48,377 shares; 2026Q1: 46,054 shares; 2026Q2: 47,509 shares 47,509 $2.21M 0.03% +1,455 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: 18,900 shares; 2024Q4: 18,830 shares; 2025Q1: 18,123 shares; 2025Q2: 15,370 shares; 2025Q3: 14,467 shares; 2025Q4: 13,516 shares; 2026Q1: 18,803 shares; 2026Q2: 19,782 shares 19,782 $2.18M 0.03% +979 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,317 shares; 2024Q4: 2,268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,564 shares 26,564 $2.18M 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,656 shares; 2024Q4: 47,421 shares; 2025Q1: 37,392 shares; 2025Q2: 34,317 shares; 2025Q3: 33,098 shares; 2025Q4: 29,870 shares; 2026Q1: 29,975 shares; 2026Q2: 25,042 shares 25,042 $2.18M 0.03% -4,933 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: 2,463 shares; 2024Q4: 2,075 shares; 2025Q1: 1,733 shares; 2025Q2: 2,175 shares; 2025Q3: 2,425 shares; 2025Q4: 2,198 shares; 2026Q1: 1,782 shares; 2026Q2: 30,218 shares 30,218 $2.17M 0.03% +28,436 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,674 shares; 2025Q3: 28,955 shares; 2025Q4: 28,334 shares; 2026Q1: 26,834 shares; 2026Q2: 27,254 shares 27,254 $2.15M 0.03% +420 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,558 shares; 2024Q4: 40,113 shares; 2025Q1: 22,361 shares; 2025Q2: 20,348 shares; 2025Q3: 16,315 shares; 2025Q4: 13,706 shares; 2026Q1: 13,517 shares; 2026Q2: 13,537 shares 13,537 $2.14M 0.03% +20 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: 3,726 shares; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,311 shares; 2025Q3: 5,227 shares; 2025Q4: 5,270 shares; 2026Q1: 5,162 shares; 2026Q2: 5,407 shares 5,407 $2.14M 0.03% +245 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,636 shares; 2024Q4: 29,958 shares; 2025Q1: 27,573 shares; 2025Q2: 27,136 shares; 2025Q3: 25,042 shares; 2025Q4: 23,557 shares; 2026Q1: 4,025 shares; 2026Q2: 28,900 shares 28,900 $2.1M 0.03% +24,875 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: 116,593 shares; 2024Q4: 111,911 shares; 2025Q1: 109,625 shares; 2025Q2: 106,985 shares; 2025Q3: 90,839 shares; 2025Q4: 32,605 shares; 2026Q1: 20,227 shares; 2026Q2: 15,496 shares 15,496 $2.1M 0.03% -4,731 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: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,911 shares; 2025Q4: 22,697 shares; 2026Q1: 22,741 shares; 2026Q2: 22,011 shares 22,011 $2.07M 0.02% -730 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,936 shares; 2025Q3: 40,892 shares; 2025Q4: 41,021 shares; 2026Q1: 39,882 shares; 2026Q2: 39,506 shares 39,506 $2.05M 0.02% -376 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: 17,055 shares; 2024Q4: 17,264 shares; 2025Q1: 13,646 shares; 2025Q2: 6,514 shares; 2025Q3: 5,716 shares; 2025Q4: 7,002 shares; 2026Q1: 7,076 shares; 2026Q2: 6,748 shares 6,748 $2.05M 0.02% -328 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,381 shares 11,381 $2.03M 0.02% new Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,875 shares; 2024Q4: 91,011 shares; 2025Q1: 46,479 shares; 2025Q2: 56,957 shares; 2025Q3: 63,823 shares; 2025Q4: 65,745 shares; 2026Q1: 70,805 shares; 2026Q2: 73,420 shares 73,420 $2.01M 0.02% +2,615 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: 6,279 shares; 2024Q4: 4,740 shares; 2025Q1: 4,519 shares; 2025Q2: 4,465 shares; 2025Q3: 4,394 shares; 2025Q4: 4,187 shares; 2026Q1: 4,772 shares; 2026Q2: 4,349 shares 4,349 $2M 0.02% -423 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,676 shares; 2024Q4: 25,930 shares; 2025Q1: 26,392 shares; 2025Q2: 27,047 shares; 2025Q3: 18,017 shares; 2025Q4: 9,879 shares; 2026Q1: 8,728 shares; 2026Q2: 8,681 shares 8,681 $1.99M 0.02% -47 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,687 shares; 2024Q4: 4,599 shares; 2025Q1: 4,884 shares; 2025Q2: 4,889 shares; 2025Q3: 34,312 shares; 2025Q4: 29,678 shares; 2026Q1: 5,458 shares; 2026Q2: 5,297 shares 5,297 $1.99M 0.02% -161 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,810 shares; 2024Q4: 23,467 shares; 2025Q1: 24,199 shares; 2025Q2: 23,575 shares; 2025Q3: 12,212 shares; 2025Q4: 12,370 shares; 2026Q1: 11,356 shares; 2026Q2: 10,712 shares 10,712 $1.98M 0.02% -644 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,635 shares; 2024Q4: 151,604 shares; 2025Q1: 142,343 shares; 2025Q2: 138,707 shares; 2025Q3: 121,867 shares; 2025Q4: 102,114 shares; 2026Q1: 92,717 shares; 2026Q2: 82,325 shares 82,325 $1.97M 0.02% -10,392 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,935 shares; 2026Q2: 10,935 shares 10,935 $1.96M 0.02% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,404 shares; 2025Q3: 22,924 shares; 2025Q4: 23,864 shares; 2026Q1: 23,661 shares; 2026Q2: 23,435 shares 23,435 $1.94M 0.02% -226 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: 176,935 shares; 2024Q4: 212,330 shares; 2025Q1: 217,504 shares; 2025Q2: 217,694 shares; 2025Q3: 233,574 shares; 2025Q4: 225,418 shares; 2026Q1: 212,784 shares; 2026Q2: 78,673 shares 78,673 $1.93M 0.02% -134,111 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: 125,652 shares; 2024Q4: 127,350 shares; 2025Q1: 127,341 shares; 2025Q2: 73,128 shares; 2025Q3: 72,254 shares; 2025Q4: 70,998 shares; 2026Q1: 24,298 shares; 2026Q2: 19,841 shares 19,841 $1.91M 0.02% -4,457 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,924 shares; 2024Q4: 9,056 shares; 2025Q1: 8,868 shares; 2025Q2: 8,783 shares; 2025Q3: 8,658 shares; 2025Q4: 7,157 shares; 2026Q1: 6,943 shares; 2026Q2: 6,711 shares 6,711 $1.9M 0.02% -232 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: 4,334 shares; 2024Q4: 4,333 shares; 2025Q1: 4,779 shares; 2025Q2: 3,508 shares; 2025Q3: 3,333 shares; 2025Q4: 3,486 shares; 2026Q1: 3,512 shares; 2026Q2: 13,037 shares 13,037 $1.9M 0.02% +9,525 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: 70,865 shares; 2024Q4: 68,603 shares; 2025Q1: 48,715 shares; 2025Q2: 13,433 shares; 2025Q3: 6,374 shares; 2025Q4: 5,400 shares; 2026Q1: 4,651 shares; 2026Q2: 4,550 shares 4,550 $1.89M 0.02% -101 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,152 shares; 2025Q2: 443,719 shares; 2025Q3: 304,737 shares; 2025Q4: 108,656 shares; 2026Q1: 70,840 shares; 2026Q2: 54,951 shares 54,951 $1.86M 0.02% -15,889 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,240 shares; 2025Q2: 63,863 shares; 2025Q3: 39,567 shares; 2025Q4: 31,344 shares; 2026Q1: 25,194 shares; 2026Q2: 21,338 shares 21,338 $1.86M 0.02% -3,856 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,986 shares; 2024Q4: 75,335 shares; 2025Q1: 71,520 shares; 2025Q2: 57,974 shares; 2025Q3: 52,593 shares; 2025Q4: 48,381 shares; 2026Q1: 46,264 shares; 2026Q2: 44,868 shares 44,868 $1.85M 0.02% -1,396 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,785 shares; 2025Q3: 26,278 shares; 2025Q4: 26,534 shares; 2026Q1: 26,302 shares; 2026Q2: 25,684 shares 25,684 $1.84M 0.02% -618 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,835 shares; 2024Q4: 45,889 shares; 2025Q1: 45,889 shares; 2025Q2: 45,889 shares; 2025Q3: 45,566 shares; 2025Q4: 45,383 shares; 2026Q1: 45,378 shares; 2026Q2: 45,378 shares 45,378 $1.83M 0.02% 0 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: 36,049 shares; 2024Q4: 32,920 shares; 2025Q1: 28,697 shares; 2025Q2: 26,816 shares; 2025Q3: 26,379 shares; 2025Q4: 26,431 shares; 2026Q1: 24,993 shares; 2026Q2: 23,785 shares 23,785 $1.82M 0.02% -1,208 Timeline CLIP 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: 38,878 shares; 2024Q4: 61,125 shares; 2025Q1: 62,608 shares; 2025Q2: 2,935 shares; 2025Q3: 3,882 shares; 2025Q4: 35,653 shares; 2026Q1: 25,582 shares; 2026Q2: 18,070 shares 18,070 $1.81M 0.02% -7,512 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: 9,018 shares; 2024Q4: 9,123 shares; 2025Q1: 8,985 shares; 2025Q2: 9,099 shares; 2025Q3: 8,914 shares; 2025Q4: 11,375 shares; 2026Q1: 11,184 shares; 2026Q2: 10,009 shares 10,009 $1.81M 0.02% -1,175 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,867 shares; 2024Q4: 183,477 shares; 2025Q1: 64,087 shares; 2025Q2: 43,923 shares; 2025Q3: 42,984 shares; 2025Q4: 38,147 shares; 2026Q1: 37,219 shares; 2026Q2: 33,228 shares 33,228 $1.78M 0.02% -3,991 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,280 shares; 2024Q4: 3,280 shares; 2025Q1: 2,968 shares; 2025Q2: 3,013 shares; 2025Q3: 3,113 shares; 2025Q4: 3,343 shares; 2026Q1: 3,343 shares; 2026Q2: 3,343 shares 3,343 $1.75M 0.02% 0 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: 14,143 shares; 2024Q4: 13,777 shares; 2025Q1: 13,375 shares; 2025Q2: 13,448 shares; 2025Q3: 12,797 shares; 2025Q4: 12,591 shares; 2026Q1: 11,389 shares; 2026Q2: 12,748 shares 12,748 $1.75M 0.02% +1,359 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: 6,169 shares; 2024Q4: 6,057 shares; 2025Q1: 5,539 shares; 2025Q2: 5,503 shares; 2025Q3: 5,399 shares; 2025Q4: 5,381 shares; 2026Q1: 5,547 shares; 2026Q2: 5,562 shares 5,562 $1.74M 0.02% +15 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: 84,795 shares; 2024Q4: 93,562 shares; 2025Q1: 34,035 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,594 shares 118,594 $1.74M 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,482 shares; 2024Q4: 20,447 shares; 2025Q1: 14,512 shares; 2025Q2: 14,204 shares; 2025Q3: 14,065 shares; 2025Q4: 14,546 shares; 2026Q1: 15,889 shares; 2026Q2: 16,053 shares 16,053 $1.67M 0.02% +164 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,817 shares; 2024Q4: 65,451 shares; 2025Q1: 50,483 shares; 2025Q2: 47,383 shares; 2025Q3: 32,833 shares; 2025Q4: 29,133 shares; 2026Q1: 26,733 shares; 2026Q2: 24,993 shares 24,993 $1.66M 0.02% -1,740 Timeline PHR PHREESIA INC More: the full row for PHREESIA 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: 160,903 shares 160,903 $1.66M 0.02% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,910 shares; 2025Q1: 10,014 shares; 2025Q2: 14,547 shares; 2025Q3: 14,329 shares; 2025Q4: 14,761 shares; 2026Q1: 14,539 shares; 2026Q2: 14,672 shares 14,672 $1.65M 0.02% +133 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,686 shares; 2024Q4: 91,958 shares; 2025Q1: 91,596 shares; 2025Q2: not reported; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares; 2026Q1: 7,003 shares; 2026Q2: 5,446 shares 5,446 $1.65M 0.02% -1,557 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,543 shares; 2024Q4: 2,577 shares; 2025Q1: 2,605 shares; 2025Q2: 2,731 shares; 2025Q3: 2,651 shares; 2025Q4: 2,413 shares; 2026Q1: 2,142 shares; 2026Q2: 4,009 shares 4,009 $1.63M 0.02% +1,867 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: 5,536 shares; 2024Q4: 5,046 shares; 2025Q1: 5,581 shares; 2025Q2: 4,496 shares; 2025Q3: 5,301 shares; 2025Q4: 20,537 shares; 2026Q1: 101,402 shares; 2026Q2: 20,084 shares 20,084 $1.57M 0.02% -81,318 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,803 shares; 2025Q3: 27,938 shares; 2025Q4: 27,785 shares; 2026Q1: 27,493 shares; 2026Q2: 27,177 shares 27,177 $1.56M 0.02% -316 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: 7,225 shares; 2024Q4: 2,972 shares; 2025Q1: 2,773 shares; 2025Q2: 2,092 shares; 2025Q3: 2,608 shares; 2025Q4: 2,591 shares; 2026Q1: 2,560 shares; 2026Q2: 10,080 shares 10,080 $1.53M 0.02% +7,520 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,042 shares; 2024Q4: 214,042 shares; 2025Q1: 214,042 shares; 2025Q2: 214,042 shares; 2025Q3: 214,042 shares; 2025Q4: 214,042 shares; 2026Q1: 214,042 shares; 2026Q2: 214,042 shares 214,042 $1.52M 0.02% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,168 shares; 2024Q4: 52,499 shares; 2025Q1: 50,054 shares; 2025Q2: 50,090 shares; 2025Q3: 49,942 shares; 2025Q4: 49,942 shares; 2026Q1: 48,186 shares; 2026Q2: 53,730 shares 53,730 $1.49M 0.02% +5,544 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,857 shares; 2024Q4: 15,620 shares; 2025Q1: 15,006 shares; 2025Q2: 13,469 shares; 2025Q3: 13,006 shares; 2025Q4: 12,460 shares; 2026Q1: 9,584 shares; 2026Q2: 9,700 shares 9,700 $1.48M 0.02% +116 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,903 shares; 2024Q4: 5,850 shares; 2025Q1: 6,355 shares; 2025Q2: 6,526 shares; 2025Q3: 6,374 shares; 2025Q4: 6,326 shares; 2026Q1: 5,849 shares; 2026Q2: 5,781 shares 5,781 $1.47M 0.02% -68 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: 13,829 shares; 2024Q4: 12,752 shares; 2025Q1: 14,519 shares; 2025Q2: 14,079 shares; 2025Q3: 15,050 shares; 2025Q4: 14,670 shares; 2026Q1: 15,856 shares; 2026Q2: 15,207 shares 15,207 $1.46M 0.02% -649 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,223 shares; 2024Q4: 15,925 shares; 2025Q1: 7,694 shares; 2025Q2: 6,550 shares; 2025Q3: 6,388 shares; 2025Q4: 6,667 shares; 2026Q1: 6,209 shares; 2026Q2: 5,873 shares 5,873 $1.43M 0.02% -336 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,312 shares; 2026Q2: 4,975 shares 4,975 $1.42M 0.02% +2,663 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,117 shares 12,117 $1.42M 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares; 2026Q2: 4,115 shares 4,115 $1.42M 0.02% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 27,431 shares 27,431 $1.4M 0.02% new 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: 1,375,656 shares; 2024Q4: 17,612 shares; 2025Q1: 16,345 shares; 2025Q2: 15,803 shares; 2025Q3: 14,970 shares; 2025Q4: 14,585 shares; 2026Q1: 12,232 shares; 2026Q2: 12,625 shares 12,625 $1.39M 0.02% +393 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: 8,399 shares; 2024Q4: 8,686 shares; 2025Q1: 9,146 shares; 2025Q2: 11,429 shares; 2025Q3: 10,046 shares; 2025Q4: 9,797 shares; 2026Q1: 12,241 shares; 2026Q2: 11,683 shares 11,683 $1.36M 0.02% -558 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 5,468 shares; 2025Q1: 4,645 shares; 2025Q2: 4,618 shares; 2025Q3: 4,074 shares; 2025Q4: 4,000 shares; 2026Q1: 4,103 shares; 2026Q2: 4,125 shares 4,125 $1.36M 0.02% +22 Timeline XGN EXAGEN INC More: the full row for EXAGEN 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: 288,810 shares 288,810 $1.34M 0.02% new 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: 14,607 shares; 2024Q4: 14,718 shares; 2025Q1: 42,253 shares; 2025Q2: 54,991 shares; 2025Q3: 41,864 shares; 2025Q4: 44,150 shares; 2026Q1: 9,646 shares; 2026Q2: 6,671 shares 6,671 $1.34M 0.02% -2,975 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: 8,054 shares; 2024Q4: 25,104 shares; 2025Q1: 85,710 shares; 2025Q2: 330,930 shares; 2025Q3: 253,442 shares; 2025Q4: 70,445 shares; 2026Q1: 47,164 shares; 2026Q2: 41,307 shares 41,307 $1.31M 0.02% -5,857 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: 11,307 shares; 2024Q4: 10,691 shares; 2025Q1: 10,579 shares; 2025Q2: 12,841 shares; 2025Q3: 12,199 shares; 2025Q4: 11,017 shares; 2026Q1: 9,937 shares; 2026Q2: 8,090 shares 8,090 $1.27M 0.02% -1,847 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,438 shares; 2025Q1: 1,697 shares; 2025Q2: 1,649 shares; 2025Q3: 2,172 shares; 2025Q4: 7,486 shares; 2026Q1: 5,716 shares; 2026Q2: 6,785 shares 6,785 $1.26M 0.01% +1,069 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: 11,015 shares; 2024Q4: 12,083 shares; 2025Q1: 9,090 shares; 2025Q2: 7,694 shares; 2025Q3: 7,349 shares; 2025Q4: 21,823 shares; 2026Q1: 19,966 shares; 2026Q2: 23,079 shares 23,079 $1.24M 0.01% +3,113 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,381 shares; 2024Q4: 161,358 shares; 2025Q1: 157,987 shares; 2025Q2: 40,383 shares; 2025Q3: 31,089 shares; 2025Q4: 28,029 shares; 2026Q1: 27,105 shares; 2026Q2: 26,093 shares 26,093 $1.23M 0.01% -1,012 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: 15,161 shares; 2024Q4: 15,794 shares; 2025Q1: 14,292 shares; 2025Q2: 12,610 shares; 2025Q3: 8,423 shares; 2025Q4: 11,921 shares; 2026Q1: 8,476 shares; 2026Q2: 20,587 shares 20,587 $1.23M 0.01% +12,111 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 10,807 shares; 2025Q1: 10,657 shares; 2025Q2: 17,812 shares; 2025Q3: 18,627 shares; 2025Q4: 19,554 shares; 2026Q1: 19,791 shares; 2026Q2: 19,891 shares 19,891 $1.2M 0.01% +100 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 3,305 shares; 2025Q1: 3,455 shares; 2025Q2: 3,456 shares; 2025Q3: 3,664 shares; 2025Q4: 3,676 shares; 2026Q1: 3,913 shares; 2026Q2: 10,482 shares 10,482 $1.2M 0.01% +6,569 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: 15,051 shares; 2024Q4: 14,958 shares; 2025Q1: 13,960 shares; 2025Q2: 13,194 shares; 2025Q3: 10,567 shares; 2025Q4: 9,155 shares; 2026Q1: 9,186 shares; 2026Q2: 9,124 shares 9,124 $1.18M 0.01% -62 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,031 shares; 2024Q4: 81,081 shares; 2025Q1: 110,745 shares; 2025Q2: 132,532 shares; 2025Q3: 47,520 shares; 2025Q4: 37,271 shares; 2026Q1: 32,368 shares; 2026Q2: 33,903 shares 33,903 $1.18M 0.01% +1,535 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE 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: not reported; 2026Q2: 52,975 shares 52,975 $1.18M 0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: 6,097 shares; 2025Q1: 7,397 shares; 2025Q2: 7,397 shares; 2025Q3: 7,397 shares; 2025Q4: 7,397 shares; 2026Q1: 7,397 shares; 2026Q2: 7,067 shares 7,067 $1.17M 0.01% -330 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,751 shares; 2024Q4: 14,477 shares; 2025Q1: 9,735 shares; 2025Q2: 4,432 shares; 2025Q3: 4,335 shares; 2025Q4: 7,240 shares; 2026Q1: 4,263 shares; 2026Q2: 4,667 shares 4,667 $1.15M 0.01% +404 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,737 shares; 2024Q4: 74,081 shares; 2025Q1: 71,789 shares; 2025Q2: 29,915 shares; 2025Q3: 27,079 shares; 2025Q4: 24,622 shares; 2026Q1: 23,569 shares; 2026Q2: 23,217 shares 23,217 $1.14M 0.01% -352 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,026 shares; 2024Q4: 88,575 shares; 2025Q1: 25,881 shares; 2025Q2: 27,997 shares; 2025Q3: 27,244 shares; 2025Q4: 26,923 shares; 2026Q1: 22,075 shares; 2026Q2: 21,857 shares 21,857 $1.1M 0.01% -218 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,801 shares; 2024Q4: 15,849 shares; 2025Q1: 17,275 shares; 2025Q2: 42,535 shares; 2025Q3: 47,427 shares; 2025Q4: 14,216 shares; 2026Q1: 11,688 shares; 2026Q2: 11,508 shares 11,508 $1.1M 0.01% -180 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,343 shares; 2024Q4: 16,510 shares; 2025Q1: 14,195 shares; 2025Q2: 13,956 shares; 2025Q3: 13,283 shares; 2025Q4: 12,266 shares; 2026Q1: 10,805 shares; 2026Q2: 34,727 shares 34,727 $1.1M 0.01% +23,922 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,831 shares; 2024Q4: 3,845 shares; 2025Q1: 3,976 shares; 2025Q2: 3,841 shares; 2025Q3: 3,551 shares; 2025Q4: 3,553 shares; 2026Q1: 3,625 shares; 2026Q2: 4,832 shares 4,832 $1.1M 0.01% +1,207 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,865 shares; 2024Q4: 36,885 shares; 2025Q1: 35,060 shares; 2025Q2: 28,794 shares; 2025Q3: 19,661 shares; 2025Q4: 18,021 shares; 2026Q1: 10,913 shares; 2026Q2: 6,808 shares 6,808 $1.08M 0.01% -4,105 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: 9,695 shares; 2024Q4: 9,366 shares; 2025Q1: 7,910 shares; 2025Q2: 7,430 shares; 2025Q3: 6,932 shares; 2025Q4: 5,051 shares; 2026Q1: 5,517 shares; 2026Q2: 5,467 shares 5,467 $1.07M 0.01% -50 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,389 shares; 2024Q4: 4,158 shares; 2025Q1: 30,670 shares; 2025Q2: 32,821 shares; 2025Q3: 32,115 shares; 2025Q4: 31,689 shares; 2026Q1: 4,642 shares; 2026Q2: 4,447 shares 4,447 $1.06M 0.01% -195 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 15,705 shares 15,705 $1.06M 0.01% new 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: 8,583 shares; 2024Q4: 8,640 shares; 2025Q1: 9,301 shares; 2025Q2: 8,760 shares; 2025Q3: 8,529 shares; 2025Q4: 12,028 shares; 2026Q1: 11,056 shares; 2026Q2: 10,927 shares 10,927 $1.05M 0.01% -129 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,436 shares; 2024Q4: 5,655 shares; 2025Q1: 5,955 shares; 2025Q2: 6,031 shares; 2025Q3: 6,031 shares; 2025Q4: 6,289 shares; 2026Q1: 5,546 shares; 2026Q2: 5,358 shares 5,358 $1.04M 0.01% -188 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: 5,960 shares; 2024Q4: 6,926 shares; 2025Q1: 69,332 shares; 2025Q2: 72,171 shares; 2025Q3: 80,806 shares; 2025Q4: 116,402 shares; 2026Q1: 52,488 shares; 2026Q2: 12,628 shares 12,628 $1.04M 0.01% -39,860 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,062 shares; 2024Q4: 16,332 shares; 2025Q1: 16,103 shares; 2025Q2: 49,053 shares; 2025Q3: 53,888 shares; 2025Q4: 55,359 shares; 2026Q1: 61,941 shares; 2026Q2: 52,367 shares 52,367 $1.04M 0.01% -9,574 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: 14,858 shares; 2024Q4: 14,192 shares; 2025Q1: 14,084 shares; 2025Q2: 13,949 shares; 2025Q3: 13,949 shares; 2025Q4: 13,949 shares; 2026Q1: 13,143 shares; 2026Q2: 12,495 shares 12,495 $1.03M 0.01% -648 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: 37,968 shares; 2024Q4: 15,917 shares; 2025Q1: 16,617 shares; 2025Q2: 13,216 shares; 2025Q3: 11,943 shares; 2025Q4: 11,165 shares; 2026Q1: 4,480 shares; 2026Q2: 3,670 shares 3,670 $1.01M 0.01% -810 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: 5,206 shares; 2024Q4: 4,964 shares; 2025Q1: 4,964 shares; 2025Q2: 4,965 shares; 2025Q3: 4,953 shares; 2025Q4: 4,631 shares; 2026Q1: 4,461 shares; 2026Q2: 4,486 shares 4,486 $1.01M 0.01% +25 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: 3,014 shares; 2024Q4: 2,775 shares; 2025Q1: 2,394 shares; 2025Q2: 2,123 shares; 2025Q3: 2,069 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares 2,022 $1M 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,819 shares; 2024Q4: 4,819 shares; 2025Q1: 5,251 shares; 2025Q2: 4,551 shares; 2025Q3: 4,600 shares; 2025Q4: 4,529 shares; 2026Q1: 4,529 shares; 2026Q2: 7,098 shares 7,098 $1M 0.01% +2,569 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: 4,605 shares; 2024Q4: 5,256 shares; 2025Q1: 5,226 shares; 2025Q2: 6,302 shares; 2025Q3: 6,271 shares; 2025Q4: 6,256 shares; 2026Q1: 6,351 shares; 2026Q2: 7,074 shares 7,074 $990K 0.01% +723 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: 13,525 shares; 2024Q4: 14,537 shares; 2025Q1: 11,397 shares; 2025Q2: 5,794 shares; 2025Q3: 8,237 shares; 2025Q4: 12,527 shares; 2026Q1: 8,887 shares; 2026Q2: 9,220 shares 9,220 $988K 0.01% +333 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,159 shares; 2024Q4: 27,038 shares; 2025Q1: 25,246 shares; 2025Q2: 25,246 shares; 2025Q3: 25,101 shares; 2025Q4: 24,866 shares; 2026Q1: 24,737 shares; 2026Q2: 24,737 shares 24,737 $966K 0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,815 shares; 2025Q2: 6,796 shares; 2025Q3: 6,796 shares; 2025Q4: 8,810 shares; 2026Q1: 8,810 shares; 2026Q2: 8,810 shares 8,810 $959K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,979 shares; 2024Q4: 42,383 shares; 2025Q1: 29,594 shares; 2025Q2: 27,034 shares; 2025Q3: 25,869 shares; 2025Q4: 27,696 shares; 2026Q1: 27,928 shares; 2026Q2: 25,891 shares 25,891 $955K 0.01% -2,037 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,932 shares; 2024Q4: 16,437 shares; 2025Q1: 1,411 shares; 2025Q2: 1,432 shares; 2025Q3: 9,893 shares; 2025Q4: 11,404 shares; 2026Q1: 23,943 shares; 2026Q2: 3,840 shares 3,840 $954K 0.01% -20,103 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: 1,846 shares; 2024Q4: 1,860 shares; 2025Q1: 1,682 shares; 2025Q2: 1,751 shares; 2025Q3: 1,770 shares; 2025Q4: 1,927 shares; 2026Q1: 2,039 shares; 2026Q2: 1,865 shares 1,865 $950K 0.01% -174 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,450 shares 1,450 $934K 0.01% new Timeline DVYE ISHARES INC More: the full row for ISHARES 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: 9,375 shares; 2026Q2: 15,111 shares 15,111 $921K 0.01% +5,736 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,626 shares; 2024Q4: 9,662 shares; 2025Q1: 9,996 shares; 2025Q2: 9,586 shares; 2025Q3: 8,186 shares; 2025Q4: 8,590 shares; 2026Q1: 7,986 shares; 2026Q2: 7,800 shares 7,800 $920K 0.01% -186 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,847 shares; 2024Q4: 7,594 shares; 2025Q1: 7,594 shares; 2025Q2: 8,478 shares; 2025Q3: 7,107 shares; 2025Q4: 7,131 shares; 2026Q1: 7,356 shares; 2026Q2: 6,037 shares 6,037 $919K 0.01% -1,319 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: 150,593 shares; 2024Q4: 136,434 shares; 2025Q1: 23,538 shares; 2025Q2: 17,536 shares; 2025Q3: 16,600 shares; 2025Q4: 12,664 shares; 2026Q1: 8,627 shares; 2026Q2: 15,606 shares 15,606 $903K 0.01% +6,979 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: 5,005 shares; 2024Q4: 5,028 shares; 2025Q1: 4,854 shares; 2025Q2: 3,471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,949 shares; 2026Q2: 8,040 shares 8,040 $898K 0.01% +5,091 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS 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: 56,604 shares; 2026Q2: 64,411 shares 64,411 $893K 0.01% +7,807 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,353 shares; 2024Q4: 6,919 shares; 2025Q1: 6,946 shares; 2025Q2: 9,422 shares; 2025Q3: 11,134 shares; 2025Q4: 11,160 shares; 2026Q1: 11,761 shares; 2026Q2: 11,349 shares 11,349 $880K 0.01% -412 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,786 shares; 2026Q1: 12,252 shares; 2026Q2: 11,242 shares 11,242 $874K 0.01% -1,010 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: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares; 2026Q1: 5,865 shares; 2026Q2: 5,865 shares 5,865 $870K 0.01% 0 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: 72,701 shares; 2024Q4: 71,854 shares; 2025Q1: 58,357 shares; 2025Q2: 52,178 shares; 2025Q3: 23,936 shares; 2025Q4: 26,668 shares; 2026Q1: 21,876 shares; 2026Q2: 17,199 shares 17,199 $870K 0.01% -4,677 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: 4,578 shares; 2024Q4: 4,707 shares; 2025Q1: 4,477 shares; 2025Q2: 4,820 shares; 2025Q3: 4,866 shares; 2025Q4: 6,544 shares; 2026Q1: 6,884 shares; 2026Q2: 6,857 shares 6,857 $868K 0.01% -27 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: 19,955 shares; 2024Q4: 19,477 shares; 2025Q1: 5,816 shares; 2025Q2: 5,233 shares; 2025Q3: 5,091 shares; 2025Q4: 5,787 shares; 2026Q1: 5,395 shares; 2026Q2: 5,352 shares 5,352 $867K 0.01% -43 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: 14,435 shares; 2024Q4: 14,731 shares; 2025Q1: 13,187 shares; 2025Q2: 13,367 shares; 2025Q3: 13,311 shares; 2025Q4: 13,240 shares; 2026Q1: 13,195 shares; 2026Q2: 11,807 shares 11,807 $866K 0.01% -1,388 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,473 shares; 2024Q4: 24,473 shares; 2025Q1: 24,473 shares; 2025Q2: 24,473 shares; 2025Q3: 57,840 shares; 2025Q4: 57,840 shares; 2026Q1: 104,155 shares; 2026Q2: 142,608 shares 142,608 $866K 0.01% +38,453 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: 16,927 shares; 2024Q4: 11,969 shares; 2025Q1: 9,351 shares; 2025Q2: 8,238 shares; 2025Q3: 6,963 shares; 2025Q4: 7,252 shares; 2026Q1: 7,915 shares; 2026Q2: 7,477 shares 7,477 $859K 0.01% -438 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: 4,995 shares; 2024Q4: 5,545 shares; 2025Q1: 5,533 shares; 2025Q2: 5,438 shares; 2025Q3: 5,438 shares; 2025Q4: 5,343 shares; 2026Q1: 5,570 shares; 2026Q2: 5,848 shares 5,848 $854K 0.01% +278 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,111 shares; 2026Q2: 7,236 shares 7,236 $854K 0.01% +5,125 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: 126,551 shares; 2024Q4: 132,457 shares; 2025Q1: 133,716 shares; 2025Q2: 131,887 shares; 2025Q3: 57,340 shares; 2025Q4: 43,010 shares; 2026Q1: 9,757 shares; 2026Q2: 8,659 shares 8,659 $851K 0.01% -1,098 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,521 shares; 2025Q2: 93,983 shares; 2025Q3: 69,198 shares; 2025Q4: 27,916 shares; 2026Q1: 16,578 shares; 2026Q2: 12,995 shares 12,995 $835K 0.01% -3,583 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM 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: 2,741 shares; 2026Q2: 2,761 shares 2,761 $831K 0.01% +20 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: 3,143 shares; 2024Q4: 2,929 shares; 2025Q1: 26,545 shares; 2025Q2: 30,278 shares; 2025Q3: 27,588 shares; 2025Q4: 19,987 shares; 2026Q1: 4,095 shares; 2026Q2: 4,884 shares 4,884 $831K 0.01% +789 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,352 shares; 2025Q3: 6,099 shares; 2025Q4: 5,803 shares; 2026Q1: 5,367 shares; 2026Q2: 5,828 shares 5,828 $826K 0.01% +461 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,721 shares; 2024Q4: 11,002 shares; 2025Q1: 10,795 shares; 2025Q2: 11,716 shares; 2025Q3: 10,177 shares; 2025Q4: 29,967 shares; 2026Q1: 33,675 shares; 2026Q2: 34,759 shares 34,759 $820K 0.01% +1,084 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,853 shares; 2024Q4: 11,992 shares; 2025Q1: 12,582 shares; 2025Q2: 12,241 shares; 2025Q3: 12,155 shares; 2025Q4: 12,075 shares; 2026Q1: 11,588 shares; 2026Q2: 11,674 shares 11,674 $819K 0.01% +86 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,747 shares; 2025Q3: 7,243 shares; 2025Q4: 6,837 shares; 2026Q1: 19,462 shares; 2026Q2: 16,362 shares 16,362 $811K 0.01% -3,100 Timeline MWH SOLV ENERGY INC More: the full row for SOLV 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: 23,811 shares 23,811 $811K 0.01% new 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: 4,313 shares; 2024Q4: 6,109 shares; 2025Q1: 3,428 shares; 2025Q2: 2,903 shares; 2025Q3: 2,688 shares; 2025Q4: 4,995 shares; 2026Q1: 4,819 shares; 2026Q2: 5,078 shares 5,078 $806K 0.01% +259 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 10,675 shares 10,675 $775K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,633 shares; 2024Q4: 10,567 shares; 2025Q1: 13,715 shares; 2025Q2: 13,582 shares; 2025Q3: 13,535 shares; 2025Q4: 13,721 shares; 2026Q1: 14,014 shares; 2026Q2: 12,817 shares 12,817 $774K 0.01% -1,197 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,061 shares; 2025Q2: 38,519 shares; 2025Q3: 22,851 shares; 2025Q4: 18,008 shares; 2026Q1: 14,004 shares; 2026Q2: 13,697 shares 13,697 $741K 0.01% -307 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,680 shares; 2026Q1: 13,444 shares; 2026Q2: 8,619 shares 8,619 $737K 0.01% -4,825 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,112 shares; 2024Q4: 24,176 shares; 2025Q1: 29,636 shares; 2025Q2: 17,708 shares; 2025Q3: 18,728 shares; 2025Q4: 19,450 shares; 2026Q1: 21,548 shares; 2026Q2: 13,032 shares 13,032 $736K 0.01% -8,516 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: 7,175 shares; 2024Q4: 7,175 shares; 2025Q1: 7,145 shares; 2025Q2: 7,020 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares; 2026Q2: 3,580 shares 3,580 $735K 0.01% -65 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: 2,767 shares; 2024Q4: 2,751 shares; 2025Q1: 2,487 shares; 2025Q2: 2,634 shares; 2025Q3: 2,580 shares; 2025Q4: 2,436 shares; 2026Q1: 2,889 shares; 2026Q2: 3,298 shares 3,298 $720K 0.01% +409 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,108 shares; 2024Q4: 5,452 shares; 2025Q1: 6,363 shares; 2025Q2: 2,083 shares; 2025Q3: 2,048 shares; 2025Q4: 2,067 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares 2,030 $720K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,893 shares; 2025Q1: 3,743 shares; 2025Q2: 3,398 shares; 2025Q3: 3,372 shares; 2025Q4: 3,372 shares; 2026Q1: 3,144 shares; 2026Q2: 3,144 shares 3,144 $719K 0.01% 0 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: 3,067 shares; 2024Q4: 3,074 shares; 2025Q1: 3,313 shares; 2025Q2: 3,206 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,629 shares; 2026Q2: 2,998 shares 2,998 $719K 0.01% +369 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,855 shares; 2025Q1: 1,716 shares; 2025Q2: 1,806 shares; 2025Q3: 1,729 shares; 2025Q4: 10,086 shares; 2026Q1: 5,644 shares; 2026Q2: 6,026 shares 6,026 $707K 0.01% +382 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: 2,282 shares; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 1,882 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares; 2026Q2: 6,310 shares 6,310 $701K 0.01% +4,212 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,159 shares; 2025Q3: 300,290 shares; 2025Q4: 303,314 shares; 2026Q1: 280,904 shares; 2026Q2: 231,405 shares 231,405 $697K 0.01% -49,499 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,812 shares; 2024Q4: 10,530 shares; 2025Q1: 47,938 shares; 2025Q2: 37,555 shares; 2025Q3: 24,747 shares; 2025Q4: 17,164 shares; 2026Q1: 10,684 shares; 2026Q2: 12,308 shares 12,308 $696K 0.01% +1,624 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,012 shares; 2024Q4: 7,065 shares; 2025Q1: 6,733 shares; 2025Q2: 6,733 shares; 2025Q3: 6,733 shares; 2025Q4: 7,924 shares; 2026Q1: 8,782 shares; 2026Q2: 9,974 shares 9,974 $691K 0.01% +1,192 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,328 shares; 2024Q4: 2,485 shares; 2025Q1: 2,251 shares; 2025Q2: 2,201 shares; 2025Q3: 2,045 shares; 2025Q4: 3,300 shares; 2026Q1: not reported; 2026Q2: 2,917 shares 2,917 $688K 0.01% new Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,451 shares 8,451 $686K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,887 shares; 2024Q4: 4,722 shares; 2025Q1: 4,788 shares; 2025Q2: 4,575 shares; 2025Q3: 4,673 shares; 2025Q4: 5,286 shares; 2026Q1: 5,865 shares; 2026Q2: 5,750 shares 5,750 $684K 0.01% -115 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,377 shares 8,377 $683K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,411 shares; 2026Q1: 7,486 shares; 2026Q2: 7,704 shares 7,704 $682K 0.01% +218 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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: 37,673 shares; 2026Q1: 37,673 shares; 2026Q2: 37,673 shares 37,673 $674K 0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,965 shares; 2024Q4: 62,079 shares; 2025Q1: 19,621 shares; 2025Q2: 16,484 shares; 2025Q3: 15,625 shares; 2025Q4: 14,939 shares; 2026Q1: 13,117 shares; 2026Q2: 13,053 shares 13,053 $653K 0.01% -64 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,297 shares; 2024Q4: 16,705 shares; 2025Q1: 8,554 shares; 2025Q2: 8,284 shares; 2025Q3: 7,432 shares; 2025Q4: 7,669 shares; 2026Q1: 7,219 shares; 2026Q2: 6,956 shares 6,956 $650K 0.01% -263 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,151 shares; 2025Q4: 2,171 shares; 2026Q1: 2,137 shares; 2026Q2: 2,161 shares 2,161 $646K 0.01% +24 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,423 shares; 2026Q2: 24,423 shares 24,423 $646K 0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,241 shares; 2025Q2: 208,028 shares; 2025Q3: 152,593 shares; 2025Q4: 47,279 shares; 2026Q1: 22,866 shares; 2026Q2: 12,351 shares 12,351 $624K 0.01% -10,515 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 9,525 shares; 2026Q1: 7,707 shares; 2026Q2: 7,034 shares 7,034 $623K 0.01% -673 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,898 shares; 2026Q2: 4,871 shares 4,871 $623K 0.01% +973 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 7,657 shares; 2026Q1: 6,414 shares; 2026Q2: 6,144 shares 6,144 $619K 0.01% -270 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: 4,464 shares; 2024Q4: 4,362 shares; 2025Q1: 4,315 shares; 2025Q2: 3,374 shares; 2025Q3: 3,216 shares; 2025Q4: 3,496 shares; 2026Q1: 3,587 shares; 2026Q2: 3,837 shares 3,837 $616K 0.01% +250 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772 shares; 2026Q2: 1,628 shares 1,628 $611K 0.01% +856 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,650 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $609K 0.01% 0 Timeline DFEM 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: 193,586 shares; 2024Q4: 177,841 shares; 2025Q1: 56,516 shares; 2025Q2: 38,129 shares; 2025Q3: 24,805 shares; 2025Q4: 21,673 shares; 2026Q1: 21,982 shares; 2026Q2: 14,958 shares 14,958 $608K 0.01% -7,024 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,381 shares; 2024Q4: 11,604 shares; 2025Q1: 11,604 shares; 2025Q2: 11,609 shares; 2025Q3: 11,609 shares; 2025Q4: 14,214 shares; 2026Q1: 37,330 shares; 2026Q2: 25,926 shares 25,926 $598K 0.01% -11,404 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,292 shares; 2025Q1: 2,222 shares; 2025Q2: 3,174 shares; 2025Q3: 3,879 shares; 2025Q4: 4,208 shares; 2026Q1: 4,435 shares; 2026Q2: 3,523 shares 3,523 $593K 0.01% -912 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,661 shares; 2024Q4: 12,494 shares; 2025Q1: 12,494 shares; 2025Q2: 10,614 shares; 2025Q3: not reported; 2025Q4: 19,509 shares; 2026Q1: 17,330 shares; 2026Q2: 16,410 shares 16,410 $593K 0.01% -920 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,112 shares; 2024Q4: 7,493 shares; 2025Q1: 1,501 shares; 2025Q2: 1,019 shares; 2025Q3: 823 shares; 2025Q4: 410 shares; 2026Q1: 454 shares; 2026Q2: 939 shares 939 $586K 0.01% +485 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,695 shares; 2024Q4: 9,721 shares; 2025Q1: 9,695 shares; 2025Q2: 9,695 shares; 2025Q3: 9,695 shares; 2025Q4: 9,000 shares; 2026Q1: 9,038 shares; 2026Q2: 9,000 shares 9,000 $582K 0.01% -38 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: 2,667 shares; 2024Q4: 2,177 shares; 2025Q1: 1,779 shares; 2025Q2: 1,715 shares; 2025Q3: 1,857 shares; 2025Q4: 1,649 shares; 2026Q1: 1,593 shares; 2026Q2: 1,550 shares 1,550 $579K 0.01% -43 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: 2,842 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 5,688 shares; 2026Q1: 5,688 shares; 2026Q2: 5,938 shares 5,938 $575K 0.01% +250 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,200 shares; 2025Q3: 4,205 shares; 2025Q4: 4,805 shares; 2026Q1: 10,759 shares; 2026Q2: 10,831 shares 10,831 $567K 0.01% +72 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,032 shares; 2024Q4: 7,789 shares; 2025Q1: 6,422 shares; 2025Q2: 7,368 shares; 2025Q3: 8,306 shares; 2025Q4: 7,518 shares; 2026Q1: 5,745 shares; 2026Q2: 5,623 shares 5,623 $558K 0.01% -122 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: 7,910 shares; 2024Q4: 2,278 shares; 2025Q1: 2,210 shares; 2025Q2: 2,020 shares; 2025Q3: 2,694 shares; 2025Q4: 3,530 shares; 2026Q1: 2,328 shares; 2026Q2: 2,578 shares 2,578 $555K 0.01% +250 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 1,347 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,157 shares; 2025Q4: 1,286 shares; 2026Q1: 1,420 shares; 2026Q2: 1,670 shares 1,670 $546K 0.01% +250 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,610 shares; 2025Q3: 13,821 shares; 2025Q4: 22,508 shares; 2026Q1: 9,570 shares; 2026Q2: 10,726 shares 10,726 $542K 0.01% +1,156 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,144 shares; 2025Q1: 2,183 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $538K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,326 shares; 2024Q4: 6,117 shares; 2025Q1: 8,082 shares; 2025Q2: 9,958 shares; 2025Q3: 9,147 shares; 2025Q4: 9,725 shares; 2026Q1: 6,685 shares; 2026Q2: 6,935 shares 6,935 $538K 0.01% +250 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,091 shares; 2026Q1: 9,467 shares; 2026Q2: 8,929 shares 8,929 $537K 0.01% -538 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,864 shares; 2025Q1: 3,734 shares; 2025Q2: 4,148 shares; 2025Q3: 4,694 shares; 2025Q4: 4,605 shares; 2026Q1: 3,613 shares; 2026Q2: 18,868 shares 18,868 $536K 0.01% +15,255 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,522 shares; 2024Q4: 14,956 shares; 2025Q1: 14,931 shares; 2025Q2: 15,753 shares; 2025Q3: 16,466 shares; 2025Q4: 17,477 shares; 2026Q1: 17,466 shares; 2026Q2: 38,661 shares 38,661 $534K 0.01% +21,195 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,657 shares; 2024Q4: 4,215 shares; 2025Q1: 3,970 shares; 2025Q2: 3,941 shares; 2025Q3: 3,938 shares; 2025Q4: 3,938 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $531K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 4,660 shares; 2025Q1: 4,601 shares; 2025Q2: 5,788 shares; 2025Q3: 4,988 shares; 2025Q4: 5,621 shares; 2026Q1: 6,065 shares; 2026Q2: 5,561 shares 5,561 $529K 0.01% -504 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,146 shares; 2024Q4: 20,288 shares; 2025Q1: 12,610 shares; 2025Q2: 12,434 shares; 2025Q3: 10,654 shares; 2025Q4: 10,792 shares; 2026Q1: 10,864 shares; 2026Q2: 10,886 shares 10,886 $517K 0.01% +22 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; 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: 9,234 shares; 2026Q2: 7,681 shares 7,681 $515K 0.01% -1,553 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: 4,352 shares; 2024Q4: 2,824 shares; 2025Q1: 2,699 shares; 2025Q2: 876 shares; 2025Q3: 771 shares; 2025Q4: 740 shares; 2026Q1: 761 shares; 2026Q2: 805 shares 805 $511K 0.01% +44 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,696 shares; 2024Q4: 258,286 shares; 2025Q1: 156,891 shares; 2025Q2: 96,092 shares; 2025Q3: 57,713 shares; 2025Q4: 35,845 shares; 2026Q1: 20,596 shares; 2026Q2: 20,534 shares 20,534 $506K 0.01% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,843 shares; 2026Q1: 2,719 shares; 2026Q2: 4,119 shares 4,119 $500K 0.01% +1,400 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: 3,287 shares; 2024Q4: 3,179 shares; 2025Q1: 3,072 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares; 2026Q1: 3,089 shares; 2026Q2: 3,254 shares 3,254 $498K 0.01% +165 Timeline RSPT 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: 7,940 shares; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,962 shares; 2025Q4: 8,062 shares; 2026Q1: 7,962 shares; 2026Q2: 7,597 shares 7,597 $490K 0.01% -365 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,861 shares; 2024Q4: 40,863 shares; 2025Q1: 39,693 shares; 2025Q2: 14,308 shares; 2025Q3: 11,332 shares; 2025Q4: 11,277 shares; 2026Q1: 11,237 shares; 2026Q2: 10,987 shares 10,987 $489K 0.01% -250 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,265 shares; 2025Q4: 1,952 shares; 2026Q1: 2,822 shares; 2026Q2: 1,980 shares 1,980 $486K 0.01% -842 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS 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: not reported; 2026Q2: 3,327 shares 3,327 $485K 0.01% new 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: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,479 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares; 2026Q2: 2,451 shares 2,451 $484K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,100 shares 6,100 $482K 0.01% new Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,710 shares 20,710 $481K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,214 shares 1,214 $479K 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,158 shares; 2024Q4: 4,442 shares; 2025Q1: 4,435 shares; 2025Q2: 3,756 shares; 2025Q3: 3,988 shares; 2025Q4: 4,919 shares; 2026Q1: 4,882 shares; 2026Q2: 4,785 shares 4,785 $479K 0.01% -97 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,413 shares; 2024Q4: 2,407 shares; 2025Q1: 2,126 shares; 2025Q2: 2,132 shares; 2025Q3: 1,788 shares; 2025Q4: 1,776 shares; 2026Q1: 1,054 shares; 2026Q2: 1,562 shares 1,562 $478K 0.01% +508 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: 3,545 shares; 2024Q4: 10,937 shares; 2025Q1: 3,362 shares; 2025Q2: 3,297 shares; 2025Q3: 3,376 shares; 2025Q4: 10,688 shares; 2026Q1: 8,865 shares; 2026Q2: 8,981 shares 8,981 $477K 0.01% +116 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,850 shares; 2024Q4: 121,977 shares; 2025Q1: 17,416 shares; 2025Q2: 1,903 shares; 2025Q3: 1,586 shares; 2025Q4: 3,283 shares; 2026Q1: 3,152 shares; 2026Q2: 2,926 shares 2,926 $477K 0.01% -226 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,118 shares; 2024Q4: 11,723 shares; 2025Q1: 11,496 shares; 2025Q2: 7,403 shares; 2025Q3: 7,308 shares; 2025Q4: 7,112 shares; 2026Q1: 6,949 shares; 2026Q2: 6,980 shares 6,980 $472K 0.01% +31 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,548 shares; 2026Q1: 3,541 shares; 2026Q2: 3,541 shares 3,541 $466K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,597 shares; 2024Q4: 6,501 shares; 2025Q1: 5,910 shares; 2025Q2: 5,345 shares; 2025Q3: 5,386 shares; 2025Q4: 5,314 shares; 2026Q1: 5,522 shares; 2026Q2: 5,499 shares 5,499 $465K 0.01% -23 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,324 shares; 2025Q1: 53,505 shares; 2025Q2: 2,527 shares; 2025Q3: 31,109 shares; 2025Q4: 32,739 shares; 2026Q1: 20,693 shares; 2026Q2: 3,176 shares 3,176 $464K 0.01% -17,517 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,679 shares; 2026Q1: 1,679 shares; 2026Q2: 1,698 shares 1,698 $457K 0.01% +19 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,848 shares; 2024Q4: 9,996 shares; 2025Q1: 8,798 shares; 2025Q2: 8,805 shares; 2025Q3: 4,305 shares; 2025Q4: 4,270 shares; 2026Q1: 4,270 shares; 2026Q2: 5,031 shares 5,031 $455K 0.01% +761 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares; 2026Q2: 4,350 shares 4,350 $453K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,895 shares; 2024Q4: 16,331 shares; 2025Q1: 18,843 shares; 2025Q2: 15,268 shares; 2025Q3: 13,709 shares; 2025Q4: 18,782 shares; 2026Q1: 13,737 shares; 2026Q2: 14,143 shares 14,143 $452K 0.01% +406 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,253 shares; 2024Q4: 23,861 shares; 2025Q1: 21,086 shares; 2025Q2: 33,337 shares; 2025Q3: 37,555 shares; 2025Q4: 37,358 shares; 2026Q1: 27,282 shares; 2026Q2: 22,459 shares 22,459 $451K 0.01% -4,823 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,787 shares; 2026Q2: 4,787 shares 4,787 $446K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,726 shares; 2025Q1: 2,123 shares; 2025Q2: 2,074 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 2,099 shares; 2026Q2: 2,441 shares 2,441 $443K 0.01% +342 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares; 2025Q4: 13,158 shares; 2026Q1: 12,318 shares; 2026Q2: 8,160 shares 8,160 $442K 0.01% -4,158 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 4,350 shares 4,350 $442K 0.01% +121 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: 17,238 shares; 2024Q4: 2,742 shares; 2025Q1: 2,708 shares; 2025Q2: 2,540 shares; 2025Q3: 2,562 shares; 2025Q4: 1,980 shares; 2026Q1: 1,505 shares; 2026Q2: 2,036 shares 2,036 $441K 0.01% +531 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,438 shares; 2024Q4: 5,914 shares; 2025Q1: 6,012 shares; 2025Q2: 6,780 shares; 2025Q3: 6,589 shares; 2025Q4: 7,337 shares; 2026Q1: 8,801 shares; 2026Q2: 8,324 shares 8,324 $436K 0.01% -477 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,144 shares 1,144 $435K 0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,386 shares; 2026Q1: 6,146 shares; 2026Q2: 5,766 shares 5,766 $434K 0.01% -380 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,560 shares; 2024Q4: 8,560 shares; 2025Q1: 9,307 shares; 2025Q2: 9,907 shares; 2025Q3: 9,737 shares; 2025Q4: 8,378 shares; 2026Q1: 8,118 shares; 2026Q2: 8,118 shares 8,118 $434K 0.01% 0 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: 13,100 shares; 2024Q4: 12,975 shares; 2025Q1: 7,909 shares; 2025Q2: 7,809 shares; 2025Q3: 7,506 shares; 2025Q4: 5,985 shares; 2026Q1: 4,963 shares; 2026Q2: 5,081 shares 5,081 $430K 0.01% +118 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: 796 shares; 2024Q4: 720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 800 shares; 2026Q1: 927 shares; 2026Q2: 1,260 shares 1,260 $424K 0.01% +333 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,707 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,604 shares; 2026Q1: 2,208 shares; 2026Q2: 2,244 shares 2,244 $423K 0.01% +36 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,501 shares 43,501 $421K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,608 shares; 2024Q4: 7,622 shares; 2025Q1: 7,221 shares; 2025Q2: 8,612 shares; 2025Q3: 7,995 shares; 2025Q4: 8,117 shares; 2026Q1: 6,719 shares; 2026Q2: 6,644 shares 6,644 $412K <0.01% -75 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: 1,828 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,963 shares; 2025Q3: 1,643 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,698 shares 1,698 $411K <0.01% -62 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,972 shares; 2024Q4: 14,498 shares; 2025Q1: 15,635 shares; 2025Q2: 15,814 shares; 2025Q3: 12,672 shares; 2025Q4: 12,658 shares; 2026Q1: 12,543 shares; 2026Q2: 10,587 shares 10,587 $410K <0.01% -1,956 Timeline