VINIX VANGUARD INST INDEX-INST More: the full row for VANGUARD INST INDEX-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,692 shares; 2024Q4: 359,840 shares; 2025Q1: 370,767 shares; 2025Q2: 370,280 shares; 2025Q3: 362,691 shares; 2025Q4: 366,553 shares; 2026Q1: 377,464 shares; 2026Q2: 380,463 shares 380,463 $228M 6.98% +2,999 Timeline T ROWE PRICE INST LARGE-CAP… T ROWE PRICE INST LARGE-CAP GR More: the full row for T ROWE PRICE INST LARGE-CAP GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033,507 shares; 2024Q4: 1,033,052 shares; 2025Q1: 1,038,332 shares; 2025Q2: 1,018,388 shares; 2025Q3: 1,010,887 shares; 2025Q4: 1,038,823 shares; 2026Q1: 1,064,595 shares; 2026Q2: 1,055,227 shares 1,055,227 $91.3M 2.79% -9,368 GOLDMAN SACHS GQG PARTNERS … GOLDMAN SACHS GQG PARTNERS INTERN… More: the full row for GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047,814 shares; 2024Q4: 4,017,597 shares; 2025Q1: 3,997,291 shares; 2025Q2: 3,990,502 shares; 2025Q3: 3,961,556 shares; 2025Q4: 4,075,830 shares; 2026Q1: 3,792,204 shares; 2026Q2: 3,575,823 shares 3,575,823 $84.1M 2.57% -216,381 VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,814 shares; 2024Q4: 129,137 shares; 2025Q1: 132,473 shares; 2025Q2: 135,524 shares; 2025Q3: 131,270 shares; 2025Q4: 130,776 shares; 2026Q1: 126,779 shares; 2026Q2: 120,911 shares 120,911 $83.7M 2.56% -5,868 Timeline JPMORGAN TR I JPMORGAN TR I More: the full row for JPMORGAN TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602,734 shares; 2024Q4: 1,614,749 shares; 2025Q1: 1,634,831 shares; 2025Q2: 1,646,197 shares; 2025Q3: 1,668,288 shares; 2025Q4: 1,773,332 shares; 2026Q1: 1,845,193 shares; 2026Q2: 1,870,929 shares 1,870,929 $82.6M 2.52% +25,736 WORLD FDS TR WORLD FDS TR More: the full row for WORLD FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398,086 shares; 2024Q4: 3,421,261 shares; 2025Q1: 3,399,165 shares; 2025Q2: 3,327,420 shares; 2025Q3: 3,298,314 shares; 2025Q4: 3,225,212 shares; 2026Q1: 3,144,699 shares; 2026Q2: 3,109,659 shares 3,109,659 $82.5M 2.52% -35,040 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,970 shares; 2024Q4: 284,779 shares; 2025Q1: 278,270 shares; 2025Q2: 275,274 shares; 2025Q3: 272,148 shares; 2025Q4: 276,010 shares; 2026Q1: 274,061 shares; 2026Q2: 270,032 shares 270,032 $78.1M 2.39% -4,029 Timeline SMEAD FDS TR SMEAD FDS TR More: the full row for SMEAD FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932,858 shares; 2024Q4: 913,149 shares; 2025Q1: 912,545 shares; 2025Q2: 846,946 shares; 2025Q3: 848,492 shares; 2025Q4: 816,257 shares; 2026Q1: 797,217 shares; 2026Q2: 790,018 shares 790,018 $75.3M 2.3% -7,199 TILIX NUVEEN LARGE CAP GR IDX R6 More: the full row for NUVEEN LARGE CAP GR IDX R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897,619 shares; 2024Q4: 887,694 shares; 2025Q1: 885,899 shares; 2025Q2: 844,458 shares; 2025Q3: 839,573 shares; 2025Q4: 893,777 shares; 2026Q1: 919,619 shares; 2026Q2: 937,919 shares 937,919 $74.9M 2.29% +18,300 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: 348,881 shares; 2024Q4: 346,020 shares; 2025Q1: 326,982 shares; 2025Q2: 337,910 shares; 2025Q3: 333,053 shares; 2025Q4: 341,523 shares; 2026Q1: 335,359 shares; 2026Q2: 342,313 shares 342,313 $68.5M 2.09% +6,954 Timeline PRINCIPAL MIDCAP R6 PRINCIPAL MIDCAP R6 More: the full row for PRINCIPAL MIDCAP R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,972 shares; 2024Q4: 1,237,371 shares; 2025Q1: 1,240,570 shares; 2025Q2: 1,242,397 shares; 2025Q3: 1,263,921 shares; 2025Q4: 1,296,949 shares; 2026Q1: 1,392,846 shares; 2026Q2: 1,375,395 shares 1,375,395 $55.9M 1.71% -17,451 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,002 shares; 2024Q4: 42,775 shares; 2025Q1: 43,021 shares; 2025Q2: 47,766 shares; 2025Q3: 53,910 shares; 2025Q4: 58,895 shares; 2026Q1: 60,252 shares; 2026Q2: 64,523 shares 64,523 $48.3M 1.48% +4,271 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: 37,527 shares; 2024Q4: 54,289 shares; 2025Q1: 58,984 shares; 2025Q2: 63,455 shares; 2025Q3: 67,421 shares; 2025Q4: 73,157 shares; 2026Q1: 79,943 shares; 2026Q2: 69,478 shares 69,478 $47.7M 1.46% -10,465 Timeline VANGUARD GROWTH INDEX (ADM) VANGUARD GROWTH INDEX (ADM) More: the full row for VANGUARD GROWTH INDEX (ADM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,509 shares; 2024Q4: 214,740 shares; 2025Q1: 208,580 shares; 2025Q2: 197,407 shares; 2025Q3: 179,840 shares; 2025Q4: 179,491 shares; 2026Q1: 175,899 shares; 2026Q2: 174,126 shares 174,126 $46.4M 1.42% -1,773 DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829,280 shares; 2025Q3: 966,483 shares; 2025Q4: 1,036,856 shares; 2026Q1: 1,080,249 shares; 2026Q2: 1,100,692 shares 1,100,692 $45.9M 1.4% +20,443 Timeline Vanguard Developed Markets … Vanguard Developed Markets Ind More: the full row for Vanguard Developed Markets Ind Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878,831 shares; 2024Q4: 1,893,618 shares; 2025Q1: 1,961,463 shares; 2025Q2: 1,874,498 shares; 2025Q3: 1,818,226 shares; 2025Q4: 1,891,716 shares; 2026Q1: 1,973,488 shares; 2026Q2: 1,964,778 shares 1,964,778 $45M 1.38% -8,710 VIMAX VNGD MRNGST MD-CP IDX FD-ADM More: the full row for VNGD MRNGST MD-CP IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,432 shares; 2024Q4: 120,082 shares; 2025Q1: 120,656 shares; 2025Q2: 114,244 shares; 2025Q3: 112,449 shares; 2025Q4: 113,924 shares; 2026Q1: 111,393 shares; 2026Q2: 111,118 shares 111,118 $44.4M 1.36% -275 Timeline CIVIX CAUSEWAY INTL VAL-INST More: the full row for CAUSEWAY INTL VAL-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529,978 shares; 2024Q4: 1,514,807 shares; 2025Q1: 1,578,767 shares; 2025Q2: 1,701,346 shares; 2025Q3: 1,754,302 shares; 2025Q4: 1,812,500 shares; 2026Q1: 1,664,799 shares; 2026Q2: 1,705,725 shares 1,705,725 $42.9M 1.31% +40,926 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: 116,770 shares; 2024Q4: 117,366 shares; 2025Q1: 117,313 shares; 2025Q2: 115,480 shares; 2025Q3: 117,213 shares; 2025Q4: 121,669 shares; 2026Q1: 118,042 shares; 2026Q2: 114,955 shares 114,955 $42.9M 1.31% -3,087 Timeline DRIEHAUS MUT FDS DRIEHAUS MUT FDS More: the full row for DRIEHAUS MUT FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895,329 shares; 2024Q4: 957,232 shares; 2025Q1: 1,051,793 shares; 2025Q2: 1,119,304 shares; 2025Q3: 1,166,631 shares; 2025Q4: 1,215,663 shares; 2026Q1: 1,172,000 shares; 2026Q2: 1,222,479 shares 1,222,479 $41.6M 1.27% +50,479 JPMORGAN TR I JPMORGAN TR I More: the full row for JPMORGAN TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,775 shares; 2024Q4: 453,039 shares; 2025Q1: 436,490 shares; 2025Q2: 419,051 shares; 2025Q3: 414,136 shares; 2025Q4: 470,374 shares; 2026Q1: 448,676 shares; 2026Q2: 418,910 shares 418,910 $39M 1.19% -29,766 VANGUARD SMALL CAP INDEX VANGUARD SMALL CAP INDEX More: the full row for VANGUARD SMALL CAP INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,526 shares; 2024Q4: 292,065 shares; 2025Q1: 292,982 shares; 2025Q2: 280,417 shares; 2025Q3: 268,676 shares; 2025Q4: 276,501 shares; 2026Q1: 269,019 shares; 2026Q2: 268,221 shares 268,221 $38.9M 1.19% -798 GQG PARTNERS EMERGING MARKE… GQG PARTNERS EMERGING MARKETS More: the full row for GQG PARTNERS EMERGING MARKETS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549,117 shares; 2024Q4: 2,567,653 shares; 2025Q1: 2,569,496 shares; 2025Q2: 2,441,992 shares; 2025Q3: 2,430,196 shares; 2025Q4: 2,431,116 shares; 2026Q1: 2,218,877 shares; 2026Q2: 2,094,125 shares 2,094,125 $38.8M 1.19% -124,752 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,778 shares; 2024Q4: 124,769 shares; 2025Q1: 122,860 shares; 2025Q2: 120,045 shares; 2025Q3: 118,907 shares; 2025Q4: 104,983 shares; 2026Q1: 103,430 shares; 2026Q2: 107,787 shares 107,787 $38.5M 1.18% +4,357 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: 86,172 shares; 2024Q4: 83,076 shares; 2025Q1: 82,299 shares; 2025Q2: 78,106 shares; 2025Q3: 77,105 shares; 2025Q4: 77,304 shares; 2026Q1: 75,016 shares; 2026Q2: 301,670 shares 301,670 $37.5M 1.14% +226,654 Timeline Nuveen Large Cap Value Inde… Nuveen Large Cap Value Index F More: the full row for Nuveen Large Cap Value Index F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,436 shares; 2024Q4: 601,409 shares; 2025Q1: 603,764 shares; 2025Q2: 979,057 shares; 2025Q3: 1,009,010 shares; 2025Q4: 1,044,854 shares; 2026Q1: 1,081,480 shares; 2026Q2: 1,104,745 shares 1,104,745 $35.9M 1.1% +23,265 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,057 shares; 2024Q4: 96,602 shares; 2025Q1: 89,348 shares; 2025Q2: 91,365 shares; 2025Q3: 85,712 shares; 2025Q4: 89,249 shares; 2026Q1: 88,797 shares; 2026Q2: 89,944 shares 89,944 $34M 1.04% +1,147 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: 140,680 shares; 2024Q4: 141,604 shares; 2025Q1: 148,248 shares; 2025Q2: 149,078 shares; 2025Q3: 148,525 shares; 2025Q4: 136,873 shares; 2026Q1: 139,442 shares; 2026Q2: 137,842 shares 137,842 $32.9M 1% -1,600 Timeline UNDISCOVERED MANAGERS FDS UNDISCOVERED MANAGERS FDS More: the full row for UNDISCOVERED MANAGERS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,151 shares; 2024Q4: 364,246 shares; 2025Q1: 369,371 shares; 2025Q2: 373,469 shares; 2025Q3: 380,873 shares; 2025Q4: 356,035 shares; 2026Q1: 349,864 shares; 2026Q2: 352,759 shares 352,759 $31M 0.95% +2,895 SCHWAB FUNDAMENTAL US LARGE… SCHWAB FUNDAMENTAL US LARGE COMPA… More: the full row for SCHWAB FUNDAMENTAL US LARGE COMPANY IDX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,192 shares; 2024Q4: 564,410 shares; 2025Q1: 556,450 shares; 2025Q2: 615,823 shares; 2025Q3: 625,195 shares; 2025Q4: 646,070 shares; 2026Q1: 800,364 shares; 2026Q2: 807,258 shares 807,258 $29.8M 0.91% +6,894 FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057,839 shares; 2024Q4: 2,041,604 shares; 2025Q1: 2,039,303 shares; 2025Q2: 1,705,334 shares; 2025Q3: 1,732,904 shares; 2025Q4: 1,201,278 shares; 2026Q1: 1,179,778 shares; 2026Q2: 1,181,373 shares 1,181,373 $28.6M 0.87% +1,595 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: 74,615 shares; 2024Q4: 77,667 shares; 2025Q1: 79,960 shares; 2025Q2: 71,393 shares; 2025Q3: 72,179 shares; 2025Q4: 67,816 shares; 2026Q1: 67,372 shares; 2026Q2: 77,200 shares 77,200 $27.3M 0.83% +9,828 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: 113,939 shares; 2024Q4: 109,171 shares; 2025Q1: 107,437 shares; 2025Q2: 108,568 shares; 2025Q3: 105,279 shares; 2025Q4: 106,535 shares; 2026Q1: 109,077 shares; 2026Q2: 109,030 shares 109,030 $26.4M 0.81% -47 Timeline GLIFX LAZARD GLBL LSTD INFRA-INST More: the full row for LAZARD GLBL LSTD INFRA-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 902,464 shares; 2025Q3: 1,069,345 shares; 2025Q4: 1,148,061 shares; 2026Q1: 1,237,957 shares; 2026Q2: 1,373,672 shares 1,373,672 $26.4M 0.81% +135,715 Timeline Vanguard Value Index Adm Vanguard Value Index Adm More: the full row for Vanguard Value Index Adm Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,622 shares; 2024Q4: 333,865 shares; 2025Q1: 332,546 shares; 2025Q2: 316,830 shares; 2025Q3: 314,243 shares; 2025Q4: 306,135 shares; 2026Q1: 302,650 shares; 2026Q2: 300,286 shares 300,286 $25.5M 0.78% -2,364 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: 48,541 shares; 2024Q4: 46,483 shares; 2025Q1: 45,785 shares; 2025Q2: 44,746 shares; 2025Q3: 43,615 shares; 2025Q4: 43,127 shares; 2026Q1: 44,605 shares; 2026Q2: 44,868 shares 44,868 $25.3M 0.77% +263 Timeline JOHN HANCOCK FDS III JOHN HANCOCK FDS III More: the full row for JOHN HANCOCK FDS III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696,117 shares; 2024Q4: 692,711 shares; 2025Q1: 697,009 shares; 2025Q2: 728,144 shares; 2025Q3: 733,419 shares; 2025Q4: 678,907 shares; 2026Q1: 724,206 shares; 2026Q2: 753,383 shares 753,383 $23M 0.7% +29,177 KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,596 shares; 2024Q4: 13,677 shares; 2025Q1: 13,842 shares; 2025Q2: 13,012 shares; 2025Q3: 10,877 shares; 2025Q4: 10,412 shares; 2026Q1: 8,679 shares; 2026Q2: 70,077 shares 70,077 $21.1M 0.65% +61,398 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,516 shares; 2024Q4: 227,620 shares; 2025Q1: 238,091 shares; 2025Q2: 259,324 shares; 2025Q3: 272,450 shares; 2025Q4: 318,023 shares; 2026Q1: 356,192 shares; 2026Q2: 448,714 shares 448,714 $20.8M 0.63% +92,522 Timeline IBTH 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: 365,050 shares; 2026Q1: 632,365 shares; 2026Q2: 839,816 shares 839,816 $18.8M 0.57% +207,451 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,492 shares; 2024Q4: 31,762 shares; 2025Q1: 28,350 shares; 2025Q2: 28,050 shares; 2025Q3: 28,125 shares; 2025Q4: 28,084 shares; 2026Q1: 28,252 shares; 2026Q2: 28,909 shares 28,909 $18.5M 0.57% +657 Timeline MATTHEWS ASIA FDS MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588,882 shares; 2024Q4: 575,544 shares; 2025Q1: 576,530 shares; 2025Q2: 566,513 shares; 2025Q3: 565,616 shares; 2025Q4: 525,897 shares; 2026Q1: 517,319 shares; 2026Q2: 567,051 shares 567,051 $18.3M 0.56% +49,732 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: 9,175 shares; 2024Q4: 9,090 shares; 2025Q1: 7,948 shares; 2025Q2: 7,852 shares; 2025Q3: 9,036 shares; 2025Q4: 16,183 shares; 2026Q1: 15,864 shares; 2026Q2: 15,303 shares 15,303 $17.7M 0.54% -561 Timeline WCM FOCUSED INTERNATIONAL WCM FOCUSED INTERNATIONAL More: the full row for WCM FOCUSED INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,231 shares; 2024Q4: 189,462 shares; 2025Q1: 196,870 shares; 2025Q2: 216,291 shares; 2025Q3: 231,439 shares; 2025Q4: 308,948 shares; 2026Q1: 501,703 shares; 2026Q2: 602,323 shares 602,323 $17.3M 0.53% +100,620 LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,476 shares; 2024Q4: 14,758 shares; 2025Q1: 13,997 shares; 2025Q2: 13,183 shares; 2025Q3: 12,724 shares; 2025Q4: 13,647 shares; 2026Q1: 13,915 shares; 2026Q2: 14,349 shares 14,349 $17.2M 0.53% +434 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: 54,817 shares; 2024Q4: 53,314 shares; 2025Q1: 49,232 shares; 2025Q2: 46,427 shares; 2025Q3: 45,398 shares; 2025Q4: 46,545 shares; 2026Q1: 48,031 shares; 2026Q2: 50,355 shares 50,355 $16.5M 0.5% +2,324 Timeline JPMORGAN TR II JPMORGAN TR II More: the full row for JPMORGAN TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,440 shares; 2024Q4: 297,603 shares; 2025Q1: 307,228 shares; 2025Q2: 293,607 shares; 2025Q3: 288,332 shares; 2025Q4: 298,437 shares; 2026Q1: 272,685 shares; 2026Q2: 255,923 shares 255,923 $14.7M 0.45% -16,762 AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,936 shares; 2024Q4: 22,321 shares; 2025Q1: 29,413 shares; 2025Q2: 28,303 shares; 2025Q3: 26,018 shares; 2025Q4: 25,408 shares; 2026Q1: 23,768 shares; 2026Q2: 19,792 shares 19,792 $14.3M 0.44% -3,976 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: 31,334 shares; 2024Q4: 31,069 shares; 2025Q1: 30,478 shares; 2025Q2: 29,367 shares; 2025Q3: 28,323 shares; 2025Q4: 28,564 shares; 2026Q1: 28,109 shares; 2026Q2: 27,404 shares 27,404 $14.1M 0.43% -705 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: 157,888 shares; 2024Q4: 146,430 shares; 2025Q1: 136,828 shares; 2025Q2: 130,108 shares; 2025Q3: 116,000 shares; 2025Q4: 120,820 shares; 2026Q1: 114,235 shares; 2026Q2: 112,619 shares 112,619 $13.2M 0.4% -1,616 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: 47,711 shares; 2024Q4: 53,062 shares; 2025Q1: 51,883 shares; 2025Q2: 51,443 shares; 2025Q3: 49,978 shares; 2025Q4: 47,086 shares; 2026Q1: 48,582 shares; 2026Q2: 52,406 shares 52,406 $13.2M 0.4% +3,824 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: 21,806 shares; 2024Q4: 25,865 shares; 2025Q1: 28,680 shares; 2025Q2: 29,254 shares; 2025Q3: 29,186 shares; 2025Q4: 30,244 shares; 2026Q1: 30,756 shares; 2026Q2: 30,346 shares 30,346 $12.8M 0.39% -410 Timeline VANGUARD BD INDEX FDS VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,491 shares; 2024Q4: 133,708 shares; 2025Q1: 134,233 shares; 2025Q2: 136,108 shares; 2025Q3: 136,270 shares; 2025Q4: 142,746 shares; 2026Q1: 126,311 shares; 2026Q2: 123,876 shares 123,876 $12.7M 0.39% -2,435 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,514 shares; 2024Q4: 31,826 shares; 2025Q1: 31,238 shares; 2025Q2: 30,385 shares; 2025Q3: 30,416 shares; 2025Q4: 30,643 shares; 2026Q1: 32,014 shares; 2026Q2: 33,279 shares 33,279 $11.4M 0.35% +1,265 Timeline JIRE 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: not reported; 2026Q1: 83,493 shares; 2026Q2: 137,763 shares 137,763 $11.4M 0.35% +54,270 Timeline JOHN HANCOCK FDS III JOHN HANCOCK FDS III More: the full row for JOHN HANCOCK FDS III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,314 shares; 2024Q4: 184,116 shares; 2025Q1: 215,004 shares; 2025Q2: 293,655 shares; 2025Q3: 334,748 shares; 2025Q4: 358,332 shares; 2026Q1: 372,107 shares; 2026Q2: 388,022 shares 388,022 $11.3M 0.35% +15,915 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,360 shares; 2024Q4: 117,309 shares; 2025Q1: 102,959 shares; 2025Q2: 103,230 shares; 2025Q3: 103,146 shares; 2025Q4: 103,767 shares; 2026Q1: 104,049 shares; 2026Q2: 104,671 shares 104,671 $10.9M 0.33% +622 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: 32,101 shares; 2024Q4: 48,374 shares; 2025Q1: 50,505 shares; 2025Q2: 57,788 shares; 2025Q3: 62,128 shares; 2025Q4: 92,556 shares; 2026Q1: 109,781 shares; 2026Q2: 110,329 shares 110,329 $10.7M 0.33% +548 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: 85,809 shares; 2024Q4: 84,295 shares; 2025Q1: 81,685 shares; 2025Q2: 82,237 shares; 2025Q3: 71,936 shares; 2025Q4: 60,505 shares; 2026Q1: 60,181 shares; 2026Q2: 60,118 shares 60,118 $10.6M 0.32% -63 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: 71,937 shares; 2024Q4: 71,424 shares; 2025Q1: 69,002 shares; 2025Q2: 65,384 shares; 2025Q3: 62,060 shares; 2025Q4: 65,215 shares; 2026Q1: 78,112 shares; 2026Q2: 80,029 shares 80,029 $10.3M 0.31% +1,917 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: 24,275 shares; 2024Q4: 22,761 shares; 2025Q1: 22,127 shares; 2025Q2: 21,325 shares; 2025Q3: 21,060 shares; 2025Q4: 20,156 shares; 2026Q1: 19,753 shares; 2026Q2: 20,119 shares 20,119 $10.1M 0.31% +366 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: 10,111 shares; 2024Q4: 18,516 shares; 2025Q1: 20,529 shares; 2025Q2: 19,964 shares; 2025Q3: 19,029 shares; 2025Q4: 34,983 shares; 2026Q1: 95,018 shares; 2026Q2: 121,342 shares 121,342 $10.1M 0.31% +26,324 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: 9,954 shares; 2024Q4: 9,184 shares; 2025Q1: 9,050 shares; 2025Q2: 9,117 shares; 2025Q3: 8,719 shares; 2025Q4: 8,524 shares; 2026Q1: 8,607 shares; 2026Q2: 8,824 shares 8,824 $10M 0.31% +217 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208,231 shares 208,231 $9.83M 0.3% new Timeline VANGUARD TTL STK MKT ADM VANGUARD TTL STK MKT ADM More: the full row for VANGUARD TTL STK MKT ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,319 shares; 2024Q4: 51,065 shares; 2025Q1: 50,855 shares; 2025Q2: 50,643 shares; 2025Q3: 49,866 shares; 2025Q4: 50,304 shares; 2026Q1: 50,392 shares; 2026Q2: 49,947 shares 49,947 $9M 0.27% -445 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: 26,278 shares; 2024Q4: 26,213 shares; 2025Q1: 25,790 shares; 2025Q2: 25,802 shares; 2025Q3: 26,004 shares; 2025Q4: 25,338 shares; 2026Q1: 25,804 shares; 2026Q2: 25,408 shares 25,408 $8.96M 0.27% -396 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: 85,630 shares; 2024Q4: 82,131 shares; 2025Q1: 82,131 shares; 2025Q2: 82,516 shares; 2025Q3: 83,488 shares; 2025Q4: 84,862 shares; 2026Q1: 84,492 shares; 2026Q2: 80,984 shares 80,984 $8.93M 0.27% -3,508 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: 14,221 shares; 2025Q1: 14,256 shares; 2025Q2: 14,146 shares; 2025Q3: 14,556 shares; 2025Q4: 17,357 shares; 2026Q1: 17,519 shares; 2026Q2: 20,019 shares 20,019 $8.67M 0.27% +2,500 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: 44,123 shares; 2024Q4: 47,550 shares; 2025Q1: 45,266 shares; 2025Q2: 44,094 shares; 2025Q3: 44,161 shares; 2025Q4: 44,145 shares; 2026Q1: 33,664 shares; 2026Q2: 32,005 shares 32,005 $8.13M 0.25% -1,659 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: 7,983 shares; 2024Q4: 7,943 shares; 2025Q1: 7,810 shares; 2025Q2: 7,803 shares; 2025Q3: 7,748 shares; 2025Q4: 7,862 shares; 2026Q1: 8,052 shares; 2026Q2: 8,505 shares 8,505 $7.96M 0.24% +453 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: 45,546 shares; 2024Q4: 54,975 shares; 2025Q1: 57,162 shares; 2025Q2: 65,848 shares; 2025Q3: 63,555 shares; 2025Q4: 64,252 shares; 2026Q1: 59,616 shares; 2026Q2: 58,188 shares 58,188 $7.96M 0.24% -1,428 Timeline Victory Portfolios Trivalen… Victory Portfolios Trivalent S More: the full row for Victory Portfolios Trivalent S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458,269 shares; 2024Q4: 456,420 shares; 2025Q1: 468,823 shares; 2025Q2: 458,394 shares; 2025Q3: 450,861 shares; 2025Q4: 460,805 shares; 2026Q1: 374,045 shares; 2026Q2: 358,972 shares 358,972 $7.92M 0.24% -15,073 VANGUARD SPECIALIZED PO VANGUARD SPECIALIZED PO More: the full row for VANGUARD SPECIALIZED PO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650,028 shares; 2024Q4: 1,656,250 shares; 2025Q1: 1,524,028 shares; 2025Q2: 632,291 shares; 2025Q3: 465,013 shares; 2025Q4: 399,917 shares; 2026Q1: 304,909 shares; 2026Q2: 244,895 shares 244,895 $7.71M 0.24% -60,014 FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,045 shares; 2024Q4: 14,935 shares; 2025Q1: 46,264 shares; 2025Q2: 49,737 shares; 2025Q3: 49,904 shares; 2025Q4: 47,608 shares; 2026Q1: 48,474 shares; 2026Q2: 47,124 shares 47,124 $7.64M 0.23% -1,350 Timeline GOLDMAN SACHS TR GOLDMAN SACHS TR More: the full row for GOLDMAN SACHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551,795 shares; 2024Q4: 555,282 shares; 2025Q1: 565,202 shares; 2025Q2: 560,984 shares; 2025Q3: 565,809 shares; 2025Q4: 551,998 shares; 2026Q1: 436,764 shares; 2026Q2: 418,901 shares 418,901 $7.61M 0.23% -17,863 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: 15,000 shares; 2024Q4: 14,710 shares; 2025Q1: 15,640 shares; 2025Q2: 15,525 shares; 2025Q3: 15,697 shares; 2025Q4: 18,334 shares; 2026Q1: 19,837 shares; 2026Q2: 16,810 shares 16,810 $7.25M 0.22% -3,027 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,023 shares; 2024Q4: 41,235 shares; 2025Q1: 67,056 shares; 2025Q2: 95,686 shares; 2025Q3: 107,076 shares; 2025Q4: 133,503 shares; 2026Q1: 147,832 shares; 2026Q2: 228,516 shares 228,516 $7.08M 0.22% +80,684 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,693 shares; 2026Q2: 76,248 shares 76,248 $6.95M 0.21% +70,555 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: 41,001 shares; 2024Q4: 46,740 shares; 2025Q1: 45,068 shares; 2025Q2: 42,663 shares; 2025Q3: 36,957 shares; 2025Q4: 44,372 shares; 2026Q1: 45,883 shares; 2026Q2: 47,092 shares 47,092 $6.9M 0.21% +1,209 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: 49,969 shares; 2024Q4: 52,878 shares; 2025Q1: 50,418 shares; 2025Q2: 49,907 shares; 2025Q3: 41,026 shares; 2025Q4: 40,623 shares; 2026Q1: 45,488 shares; 2026Q2: 41,020 shares 41,020 $6.8M 0.21% -4,468 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: 36,228 shares; 2024Q4: 43,579 shares; 2025Q1: 43,777 shares; 2025Q2: 57,081 shares; 2025Q3: 55,754 shares; 2025Q4: 82,822 shares; 2026Q1: 88,253 shares; 2026Q2: 88,064 shares 88,064 $6.79M 0.21% -189 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: 35,587 shares; 2024Q4: 30,677 shares; 2025Q1: 28,950 shares; 2025Q2: 27,221 shares; 2025Q3: 22,411 shares; 2025Q4: 23,837 shares; 2026Q1: 24,413 shares; 2026Q2: 23,985 shares 23,985 $6.74M 0.21% -428 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: 25,911 shares; 2024Q4: 22,885 shares; 2025Q1: 22,258 shares; 2025Q2: 25,012 shares; 2025Q3: 24,089 shares; 2025Q4: 24,971 shares; 2026Q1: 26,868 shares; 2026Q2: 27,034 shares 27,034 $6.66M 0.2% +166 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: 177,622 shares; 2024Q4: 166,522 shares; 2025Q1: 167,406 shares; 2025Q2: 159,306 shares; 2025Q3: 157,728 shares; 2025Q4: 135,182 shares; 2026Q1: 153,239 shares; 2026Q2: 156,787 shares 156,787 $6.64M 0.2% +3,548 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: 11,461 shares; 2024Q4: 11,185 shares; 2025Q1: 10,201 shares; 2025Q2: 10,264 shares; 2025Q3: 9,974 shares; 2025Q4: 100,116 shares; 2026Q1: 102,255 shares; 2026Q2: 90,937 shares 90,937 $6.49M 0.2% -11,318 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: 3,992 shares; 2024Q4: 4,785 shares; 2025Q1: 4,895 shares; 2025Q2: 5,452 shares; 2025Q3: 5,564 shares; 2025Q4: 6,355 shares; 2026Q1: 7,239 shares; 2026Q2: 8,780 shares 8,780 $6.47M 0.2% +1,541 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: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 4,391 shares; 2025Q3: 4,605 shares; 2025Q4: 4,972 shares; 2026Q1: 8,697 shares; 2026Q2: 25,973 shares 25,973 $6.39M 0.2% +17,276 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: 154,212 shares; 2024Q4: 148,975 shares; 2025Q1: 137,144 shares; 2025Q2: 126,640 shares; 2025Q3: 113,627 shares; 2025Q4: 110,192 shares; 2026Q1: 109,376 shares; 2026Q2: 110,171 shares 110,171 $6.28M 0.19% +795 Timeline FIDELITY 500 INDEX FIDELITY 500 INDEX More: the full row for FIDELITY 500 INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,085 shares; 2024Q4: 12,373 shares; 2025Q1: 12,472 shares; 2025Q2: 13,046 shares; 2025Q3: 15,177 shares; 2025Q4: 17,321 shares; 2026Q1: 17,321 shares; 2026Q2: 23,864 shares 23,864 $6.23M 0.19% +6,543 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: 50,044 shares; 2024Q4: 42,645 shares; 2025Q1: 41,318 shares; 2025Q2: 40,906 shares; 2025Q3: 40,346 shares; 2025Q4: 41,494 shares; 2026Q1: 41,641 shares; 2026Q2: 40,851 shares 40,851 $6.19M 0.19% -790 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: 13,761 shares; 2024Q4: 12,607 shares; 2025Q1: 11,621 shares; 2025Q2: 11,252 shares; 2025Q3: 10,062 shares; 2025Q4: 9,911 shares; 2026Q1: 9,558 shares; 2026Q2: 8,569 shares 8,569 $6.17M 0.19% -989 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: 73,000 shares; 2024Q4: 57,868 shares; 2025Q1: 55,929 shares; 2025Q2: 53,270 shares; 2025Q3: 51,954 shares; 2025Q4: 56,635 shares; 2026Q1: 56,309 shares; 2026Q2: 53,551 shares 53,551 $6.07M 0.19% -2,758 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: 40,053 shares; 2024Q4: 39,508 shares; 2025Q1: 38,094 shares; 2025Q2: 27,900 shares; 2025Q3: 27,117 shares; 2025Q4: 28,691 shares; 2026Q1: 32,405 shares; 2026Q2: 32,727 shares 32,727 $5.92M 0.18% +322 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,518 shares; 2024Q4: 6,236 shares; 2025Q1: 6,547 shares; 2025Q2: 6,334 shares; 2025Q3: 6,149 shares; 2025Q4: 7,313 shares; 2026Q1: 6,935 shares; 2026Q2: 9,988 shares 9,988 $5.8M 0.18% +3,053 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,056 shares; 2024Q4: 30,420 shares; 2025Q1: 29,948 shares; 2025Q2: 28,614 shares; 2025Q3: 22,490 shares; 2025Q4: 24,242 shares; 2026Q1: 25,709 shares; 2026Q2: 27,755 shares 27,755 $5.8M 0.18% +2,046 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: 22,451 shares; 2024Q4: 25,633 shares; 2025Q1: 25,240 shares; 2025Q2: 23,885 shares; 2025Q3: 23,707 shares; 2025Q4: 28,233 shares; 2026Q1: 29,305 shares; 2026Q2: 30,461 shares 30,461 $5.78M 0.18% +1,156 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: 14,825 shares; 2024Q4: 16,198 shares; 2025Q1: 16,422 shares; 2025Q2: 16,252 shares; 2025Q3: 16,207 shares; 2025Q4: 17,800 shares; 2026Q1: 18,094 shares; 2026Q2: 17,956 shares 17,956 $5.39M 0.16% -138 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: 15,737 shares; 2024Q4: 17,840 shares; 2025Q1: 17,611 shares; 2025Q2: 17,992 shares; 2025Q3: 17,643 shares; 2025Q4: 17,419 shares; 2026Q1: 14,566 shares; 2026Q2: 14,713 shares 14,713 $5.33M 0.16% +147 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: 21,569 shares; 2025Q1: 19,207 shares; 2025Q2: 17,491 shares; 2025Q3: 17,483 shares; 2025Q4: 21,128 shares; 2026Q1: 28,937 shares; 2026Q2: 30,629 shares 30,629 $5.2M 0.16% +1,692 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: 10,429 shares; 2024Q4: 9,418 shares; 2025Q1: 8,280 shares; 2025Q2: 7,720 shares; 2025Q3: 8,333 shares; 2025Q4: 7,996 shares; 2026Q1: 7,315 shares; 2026Q2: 6,982 shares 6,982 $4.98M 0.15% -333 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: 1,761 shares; 2024Q4: 3,414 shares; 2025Q1: 3,525 shares; 2025Q2: 3,056 shares; 2025Q3: 3,178 shares; 2025Q4: 3,901 shares; 2026Q1: 4,161 shares; 2026Q2: 4,676 shares 4,676 $4.98M 0.15% +515 Timeline Vanguard Equity Income Adml Vanguard Equity Income Adml More: the full row for Vanguard Equity Income Adml Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,399 shares; 2024Q4: 59,613 shares; 2025Q1: 60,531 shares; 2025Q2: 58,128 shares; 2025Q3: 54,202 shares; 2025Q4: 53,541 shares; 2026Q1: 52,800 shares; 2026Q2: 50,041 shares 50,041 $4.97M 0.15% -2,759 NATIONWIDE MUT FDS NEW NATIONWIDE MUT FDS NEW More: the full row for NATIONWIDE MUT FDS NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,606 shares; 2024Q4: 67,279 shares; 2025Q1: 64,538 shares; 2025Q2: 64,777 shares; 2025Q3: 63,870 shares; 2025Q4: 64,388 shares; 2026Q1: 58,930 shares; 2026Q2: 57,660 shares 57,660 $4.85M 0.15% -1,270 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,367 shares; 2024Q4: 26,935 shares; 2025Q1: 26,920 shares; 2025Q2: 29,709 shares; 2025Q3: 30,471 shares; 2025Q4: 30,471 shares; 2026Q1: 30,459 shares; 2026Q2: 30,258 shares 30,258 $4.73M 0.14% -201 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: 56,082 shares; 2024Q4: 52,506 shares; 2025Q1: 47,519 shares; 2025Q2: 46,635 shares; 2025Q3: 45,634 shares; 2025Q4: 47,878 shares; 2026Q1: 47,089 shares; 2026Q2: 48,769 shares 48,769 $4.69M 0.14% +1,680 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: 7,016 shares; 2024Q4: 7,450 shares; 2025Q1: 6,678 shares; 2025Q2: 6,329 shares; 2025Q3: 5,375 shares; 2025Q4: 6,054 shares; 2026Q1: 6,159 shares; 2026Q2: 6,166 shares 6,166 $4.66M 0.14% +7 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: 1,855 shares; 2024Q4: 5,888 shares; 2025Q1: 8,630 shares; 2025Q2: 10,237 shares; 2025Q3: 10,061 shares; 2025Q4: 10,166 shares; 2026Q1: 10,195 shares; 2026Q2: 12,224 shares 12,224 $4.57M 0.14% +2,029 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: 7,521 shares; 2024Q4: 8,429 shares; 2025Q1: 8,011 shares; 2025Q2: 8,243 shares; 2025Q3: 8,046 shares; 2025Q4: 8,717 shares; 2026Q1: 8,303 shares; 2026Q2: 8,830 shares 8,830 $4.55M 0.14% +527 Timeline Federated Strategic Value D… Federated Strategic Value Dividen… More: the full row for Federated Strategic Value Dividend Instl Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856,310 shares; 2024Q4: 832,217 shares; 2025Q1: 805,909 shares; 2025Q2: 739,323 shares; 2025Q3: 722,246 shares; 2025Q4: 712,392 shares; 2026Q1: 679,741 shares; 2026Q2: 653,431 shares 653,431 $4.53M 0.14% -26,310 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: 13,023 shares; 2024Q4: 13,265 shares; 2025Q1: 13,610 shares; 2025Q2: 13,608 shares; 2025Q3: 13,752 shares; 2025Q4: 13,770 shares; 2026Q1: 13,771 shares; 2026Q2: 12,012 shares 12,012 $4.44M 0.14% -1,759 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: 76,288 shares; 2024Q4: 80,605 shares; 2025Q1: 88,889 shares; 2025Q2: 75,552 shares; 2025Q3: 71,215 shares; 2025Q4: 66,952 shares; 2026Q1: 65,544 shares; 2026Q2: 54,235 shares 54,235 $4.41M 0.13% -11,309 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: 25,385 shares; 2024Q4: 24,177 shares; 2025Q1: 22,565 shares; 2025Q2: 19,592 shares; 2025Q3: 16,635 shares; 2025Q4: 17,844 shares; 2026Q1: 17,312 shares; 2026Q2: 20,886 shares 20,886 $4.3M 0.13% +3,574 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: 5,200 shares; 2024Q4: 7,117 shares; 2025Q1: 7,092 shares; 2025Q2: 6,349 shares; 2025Q3: 6,344 shares; 2025Q4: 7,121 shares; 2026Q1: 7,851 shares; 2026Q2: 9,691 shares 9,691 $4.13M 0.13% +1,840 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,238 shares; 2025Q1: 871 shares; 2025Q2: 869 shares; 2025Q3: 913 shares; 2025Q4: 1,049 shares; 2026Q1: 2,663 shares; 2026Q2: 3,511 shares 3,511 $4.12M 0.13% +848 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: 17,374 shares; 2024Q4: 17,514 shares; 2025Q1: 14,999 shares; 2025Q2: 14,963 shares; 2025Q3: 15,577 shares; 2025Q4: 17,038 shares; 2026Q1: 16,857 shares; 2026Q2: 17,637 shares 17,637 $4.1M 0.13% +780 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,440 shares; 2026Q1: 84,971 shares; 2026Q2: 79,758 shares 79,758 $3.99M 0.12% -5,213 Timeline ITM 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: 20,672 shares; 2024Q4: 38,398 shares; 2025Q1: 45,334 shares; 2025Q2: 51,670 shares; 2025Q3: 60,337 shares; 2025Q4: 73,079 shares; 2026Q1: 82,161 shares; 2026Q2: 82,911 shares 82,911 $3.9M 0.12% +750 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,530 shares; 2024Q4: 8,898 shares; 2025Q1: 8,068 shares; 2025Q2: 8,750 shares; 2025Q3: 8,626 shares; 2025Q4: 8,782 shares; 2026Q1: 9,892 shares; 2026Q2: 11,461 shares 11,461 $3.88M 0.12% +1,569 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,658 shares; 2024Q4: 14,206 shares; 2025Q1: 31,687 shares; 2025Q2: 53,585 shares; 2025Q3: 56,077 shares; 2025Q4: 56,614 shares; 2026Q1: 75,878 shares; 2026Q2: 79,670 shares 79,670 $3.79M 0.12% +3,792 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: 22,983 shares; 2024Q4: 25,141 shares; 2025Q1: 24,689 shares; 2025Q2: 25,309 shares; 2025Q3: 27,125 shares; 2025Q4: 27,555 shares; 2026Q1: 27,823 shares; 2026Q2: 27,554 shares 27,554 $3.73M 0.11% -269 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: 2,707 shares; 2025Q1: 2,697 shares; 2025Q2: 2,808 shares; 2025Q3: 2,854 shares; 2025Q4: 3,401 shares; 2026Q1: 3,493 shares; 2026Q2: 3,879 shares 3,879 $3.73M 0.11% +386 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,997 shares; 2025Q1: 16,028 shares; 2025Q2: 27,506 shares; 2025Q3: 29,278 shares; 2025Q4: 35,318 shares; 2026Q1: 34,839 shares; 2026Q2: 34,846 shares 34,846 $3.7M 0.11% +7 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: 10,172 shares; 2024Q4: 10,819 shares; 2025Q1: 10,224 shares; 2025Q2: 8,348 shares; 2025Q3: 8,568 shares; 2025Q4: 9,689 shares; 2026Q1: 7,710 shares; 2026Q2: 8,874 shares 8,874 $3.69M 0.11% +1,164 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: 15,681 shares; 2024Q4: 16,180 shares; 2025Q1: 15,534 shares; 2025Q2: 14,353 shares; 2025Q3: 14,299 shares; 2025Q4: 13,813 shares; 2026Q1: 13,820 shares; 2026Q2: 17,735 shares 17,735 $3.64M 0.11% +3,915 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: 34,685 shares; 2024Q4: 29,974 shares; 2025Q1: 29,792 shares; 2025Q2: 27,710 shares; 2025Q3: 31,017 shares; 2025Q4: 27,458 shares; 2026Q1: 27,748 shares; 2026Q2: 27,761 shares 27,761 $3.63M 0.11% +13 Timeline SCHWAB FUNDAMENTAL INTL EQU… SCHWAB FUNDAMENTAL INTL EQUITY IN… More: the full row for SCHWAB FUNDAMENTAL INTL EQUITY INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,412 shares; 2024Q4: 253,594 shares; 2025Q1: 266,440 shares; 2025Q2: 239,396 shares; 2025Q3: 234,147 shares; 2025Q4: 225,601 shares; 2026Q1: 224,974 shares; 2026Q2: 221,867 shares 221,867 $3.61M 0.11% -3,107 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: 36,716 shares; 2024Q4: 58,418 shares; 2025Q1: 54,830 shares; 2025Q2: 59,135 shares; 2025Q3: 59,765 shares; 2025Q4: 62,412 shares; 2026Q1: 71,349 shares; 2026Q2: 71,243 shares 71,243 $3.6M 0.11% -106 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,742 shares; 2024Q4: 151,209 shares; 2025Q1: 151,590 shares; 2025Q2: 138,814 shares; 2025Q3: 158,519 shares; 2025Q4: 134,538 shares; 2026Q1: 150,825 shares; 2026Q2: 163,852 shares 163,852 $3.59M 0.11% +13,027 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: 3,101 shares; 2024Q4: 3,798 shares; 2025Q1: 3,525 shares; 2025Q2: 3,450 shares; 2025Q3: 3,358 shares; 2025Q4: 3,522 shares; 2026Q1: 3,501 shares; 2026Q2: 3,516 shares 3,516 $3.56M 0.11% +15 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: 15,477 shares; 2024Q4: 15,000 shares; 2025Q1: 14,746 shares; 2025Q2: 13,868 shares; 2025Q3: 12,980 shares; 2025Q4: 13,329 shares; 2026Q1: 13,052 shares; 2026Q2: 12,886 shares 12,886 $3.5M 0.11% -166 Timeline FEDERATED MDT SER FEDERATED MDT SER More: the full row for FEDERATED MDT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,121 shares; 2024Q4: 136,888 shares; 2025Q1: 132,742 shares; 2025Q2: 119,216 shares; 2025Q3: 112,390 shares; 2025Q4: 102,933 shares; 2026Q1: 101,893 shares; 2026Q2: 100,243 shares 100,243 $3.48M 0.11% -1,650 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: 47,279 shares; 2024Q4: 45,736 shares; 2025Q1: 43,627 shares; 2025Q2: 41,707 shares; 2025Q3: 39,048 shares; 2025Q4: 43,403 shares; 2026Q1: 44,720 shares; 2026Q2: 48,610 shares 48,610 $3.46M 0.11% +3,890 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: 65,767 shares; 2024Q4: 64,713 shares; 2025Q1: 64,713 shares; 2025Q2: 62,351 shares; 2025Q3: 59,481 shares; 2025Q4: 59,233 shares; 2026Q1: 63,814 shares; 2026Q2: 62,938 shares 62,938 $3.41M 0.1% -876 Timeline JOHCM INTERNATIONAL SELECT … JOHCM INTERNATIONAL SELECT FUND I… More: the full row for JOHCM INTERNATIONAL SELECT FUND INSTITUTIONAL CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,714 shares; 2024Q4: 317,226 shares; 2025Q1: 297,374 shares; 2025Q2: 172,213 shares; 2025Q3: 138,707 shares; 2025Q4: 128,638 shares; 2026Q1: 122,520 shares; 2026Q2: 115,919 shares 115,919 $3.41M 0.1% -6,601 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,352 shares; 2024Q4: 20,520 shares; 2025Q1: 19,838 shares; 2025Q2: 20,291 shares; 2025Q3: 20,110 shares; 2025Q4: 20,061 shares; 2026Q1: 20,117 shares; 2026Q2: 20,030 shares 20,030 $3.41M 0.1% -87 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: 23,409 shares; 2024Q4: 25,217 shares; 2025Q1: 25,661 shares; 2025Q2: 25,425 shares; 2025Q3: 30,409 shares; 2025Q4: 28,522 shares; 2026Q1: 25,763 shares; 2026Q2: 24,851 shares 24,851 $3.37M 0.1% -912 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: 3,667 shares; 2024Q4: 8,957 shares; 2025Q1: 9,176 shares; 2025Q2: 8,308 shares; 2025Q3: 7,562 shares; 2025Q4: 7,518 shares; 2026Q1: 9,718 shares; 2026Q2: 9,847 shares 9,847 $3.36M 0.1% +129 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: 7,873 shares; 2024Q4: 8,161 shares; 2025Q1: 7,264 shares; 2025Q2: 6,853 shares; 2025Q3: 6,764 shares; 2025Q4: 6,729 shares; 2026Q1: 6,602 shares; 2026Q2: 6,697 shares 6,697 $3.36M 0.1% +95 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: 15,273 shares; 2024Q4: 14,288 shares; 2025Q1: 13,579 shares; 2025Q2: 12,409 shares; 2025Q3: 11,803 shares; 2025Q4: 11,588 shares; 2026Q1: 10,973 shares; 2026Q2: 10,158 shares 10,158 $3.35M 0.1% -815 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: 41,748 shares; 2024Q4: 45,104 shares; 2025Q1: 46,127 shares; 2025Q2: 48,577 shares; 2025Q3: 48,577 shares; 2025Q4: 48,996 shares; 2026Q1: 49,076 shares; 2026Q2: 48,978 shares 48,978 $3.35M 0.1% -98 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,637 shares; 2024Q4: 36,185 shares; 2025Q1: 35,502 shares; 2025Q2: 34,239 shares; 2025Q3: 39,651 shares; 2025Q4: 30,895 shares; 2026Q1: 30,654 shares; 2026Q2: 32,156 shares 32,156 $3.34M 0.1% +1,502 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: 52,749 shares; 2024Q4: 51,071 shares; 2025Q1: 50,963 shares; 2025Q2: 47,736 shares; 2025Q3: 55,176 shares; 2025Q4: 55,110 shares; 2026Q1: 54,526 shares; 2026Q2: 55,056 shares 55,056 $3.33M 0.1% +530 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: 30,273 shares; 2024Q4: 30,587 shares; 2025Q1: 27,918 shares; 2025Q2: 51,898 shares; 2025Q3: 49,939 shares; 2025Q4: 49,614 shares; 2026Q1: 68,549 shares; 2026Q2: 68,536 shares 68,536 $3.29M 0.1% -13 Timeline FEDERATED MANAGED POOL SER FEDERATED MANAGED POOL SER More: the full row for FEDERATED MANAGED POOL SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,829 shares; 2024Q4: 186,850 shares; 2025Q1: 181,354 shares; 2025Q2: 176,047 shares; 2025Q3: 218,506 shares; 2025Q4: 217,625 shares; 2026Q1: 263,349 shares; 2026Q2: 253,866 shares 253,866 $3.27M 0.1% -9,483 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: 27,264 shares; 2024Q4: 27,630 shares; 2025Q1: 27,225 shares; 2025Q2: 26,569 shares; 2025Q3: 24,809 shares; 2025Q4: 22,823 shares; 2026Q1: 22,794 shares; 2026Q2: 22,234 shares 22,234 $3.26M 0.1% -560 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: 18,188 shares; 2024Q4: 16,658 shares; 2025Q1: 17,564 shares; 2025Q2: 16,935 shares; 2025Q3: 15,821 shares; 2025Q4: 15,900 shares; 2026Q1: 15,616 shares; 2026Q2: 14,679 shares 14,679 $3.24M 0.1% -937 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,020 shares; 2024Q4: 17,030 shares; 2025Q1: 14,695 shares; 2025Q2: 14,340 shares; 2025Q3: 13,311 shares; 2025Q4: 13,348 shares; 2026Q1: 12,868 shares; 2026Q2: 11,936 shares 11,936 $3.22M 0.1% -932 Timeline BMOP 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: 126,326 shares; 2026Q2: 126,326 shares 126,326 $3.18M 0.1% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,704 shares; 2024Q4: 15,983 shares; 2025Q1: 15,082 shares; 2025Q2: 14,955 shares; 2025Q3: 14,910 shares; 2025Q4: 14,028 shares; 2026Q1: 13,913 shares; 2026Q2: 13,885 shares 13,885 $3.15M 0.1% -28 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: 23,246 shares; 2024Q4: 19,383 shares; 2025Q1: 23,770 shares; 2025Q2: 21,406 shares; 2025Q3: 20,573 shares; 2025Q4: 18,431 shares; 2026Q1: 19,580 shares; 2026Q2: 19,246 shares 19,246 $3.13M 0.1% -334 Timeline VANGUARD TOTAL INTL STOCK I… VANGUARD TOTAL INTL STOCK INDEX A… More: the full row for VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,196 shares; 2024Q4: 74,192 shares; 2025Q1: 76,411 shares; 2025Q2: 77,894 shares; 2025Q3: 74,927 shares; 2025Q4: 74,052 shares; 2026Q1: 71,123 shares; 2026Q2: 68,162 shares 68,162 $3.13M 0.1% -2,961 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: 3,481 shares; 2024Q4: 3,596 shares; 2025Q1: 3,447 shares; 2025Q2: 3,152 shares; 2025Q3: 3,025 shares; 2025Q4: 3,131 shares; 2026Q1: 3,171 shares; 2026Q2: 8,398 shares 8,398 $3.11M 0.1% +5,227 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: 125,282 shares; 2024Q4: 97,044 shares; 2025Q1: 79,908 shares; 2025Q2: 99,760 shares; 2025Q3: 116,686 shares; 2025Q4: 117,798 shares; 2026Q1: 119,021 shares; 2026Q2: 128,183 shares 128,183 $3.09M 0.09% +9,162 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: 32,624 shares; 2024Q4: 32,621 shares; 2025Q1: 32,146 shares; 2025Q2: 31,351 shares; 2025Q3: 26,726 shares; 2025Q4: 25,120 shares; 2026Q1: 24,417 shares; 2026Q2: 24,295 shares 24,295 $3.08M 0.09% -122 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: 8,430 shares; 2024Q4: 8,203 shares; 2025Q1: 7,640 shares; 2025Q2: 7,082 shares; 2025Q3: 6,619 shares; 2025Q4: 6,795 shares; 2026Q1: 6,663 shares; 2026Q2: 6,688 shares 6,688 $3.07M 0.09% +25 Timeline VANGUARD EXTENDED MARKET IN… VANGUARD EXTENDED MARKET INDEX More: the full row for VANGUARD EXTENDED MARKET INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,833 shares; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 9,832 shares; 2025Q3: 12,241 shares; 2025Q4: 12,360 shares; 2026Q1: 13,933 shares; 2026Q2: 16,141 shares 16,141 $3.01M 0.09% +2,208 LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,727 shares; 2024Q4: 4,692 shares; 2025Q1: 4,477 shares; 2025Q2: 4,439 shares; 2025Q3: 4,335 shares; 2025Q4: 5,660 shares; 2026Q1: 5,665 shares; 2026Q2: 5,881 shares 5,881 $3M 0.09% +216 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: 12,768 shares; 2024Q4: 13,355 shares; 2025Q1: 13,400 shares; 2025Q2: 13,293 shares; 2025Q3: 15,350 shares; 2025Q4: 13,693 shares; 2026Q1: 13,300 shares; 2026Q2: 11,486 shares 11,486 $2.99M 0.09% -1,814 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: 2,143 shares; 2024Q4: 2,211 shares; 2025Q1: 2,590 shares; 2025Q2: 2,807 shares; 2025Q3: 2,501 shares; 2025Q4: 3,660 shares; 2026Q1: 3,398 shares; 2026Q2: 3,880 shares 3,880 $2.96M 0.09% +482 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,824 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,723 shares; 2025Q3: 48,313 shares; 2025Q4: 48,137 shares; 2026Q1: 52,848 shares; 2026Q2: 47,680 shares 47,680 $2.94M 0.09% -5,168 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: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 4,973 shares; 2025Q2: 5,162 shares; 2025Q3: 5,696 shares; 2025Q4: 5,666 shares; 2026Q1: 5,666 shares; 2026Q2: 34,152 shares 34,152 $2.94M 0.09% +28,486 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: 1,975 shares; 2024Q4: 1,950 shares; 2025Q1: 1,951 shares; 2025Q2: 29,080 shares; 2025Q3: 28,872 shares; 2025Q4: 29,625 shares; 2026Q1: 30,896 shares; 2026Q2: 31,942 shares 31,942 $2.94M 0.09% +1,046 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: 8,610 shares; 2024Q4: 9,487 shares; 2025Q1: 10,228 shares; 2025Q2: 10,131 shares; 2025Q3: 10,242 shares; 2025Q4: 7,631 shares; 2026Q1: 16,579 shares; 2026Q2: 17,238 shares 17,238 $2.92M 0.09% +659 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,160 shares; 2024Q4: 9,091 shares; 2025Q1: 9,192 shares; 2025Q2: 8,510 shares; 2025Q3: 7,546 shares; 2025Q4: 6,681 shares; 2026Q1: 6,981 shares; 2026Q2: 8,623 shares 8,623 $2.92M 0.09% +1,642 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,842 shares; 2024Q4: 49,003 shares; 2025Q1: 55,538 shares; 2025Q2: 53,195 shares; 2025Q3: 51,248 shares; 2025Q4: 49,915 shares; 2026Q1: 64,573 shares; 2026Q2: 68,196 shares 68,196 $2.91M 0.09% +3,623 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: 9,133 shares; 2024Q4: 9,776 shares; 2025Q1: 9,260 shares; 2025Q2: 9,066 shares; 2025Q3: 8,718 shares; 2025Q4: 8,433 shares; 2026Q1: 8,364 shares; 2026Q2: 8,348 shares 8,348 $2.87M 0.09% -16 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: 562 shares; 2024Q4: 604 shares; 2025Q1: 602 shares; 2025Q2: 638 shares; 2025Q3: 630 shares; 2025Q4: 629 shares; 2026Q1: 663 shares; 2026Q2: 16,034 shares 16,034 $2.86M 0.09% +15,371 Timeline VANGUARD EMERGING MARKETS S… VANGUARD EMERGING MARKETS STOC More: the full row for VANGUARD EMERGING MARKETS STOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,277 shares; 2024Q4: 56,633 shares; 2025Q1: 63,641 shares; 2025Q2: 59,751 shares; 2025Q3: 53,431 shares; 2025Q4: 55,179 shares; 2026Q1: 59,240 shares; 2026Q2: 57,467 shares 57,467 $2.85M 0.09% -1,773 STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 3,883 shares; 2026Q1: 3,875 shares; 2026Q2: 3,387 shares 3,387 $2.84M 0.09% -488 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: 11,664 shares; 2024Q4: 11,536 shares; 2025Q1: 11,516 shares; 2025Q2: 11,055 shares; 2025Q3: 10,479 shares; 2025Q4: 11,081 shares; 2026Q1: 20,727 shares; 2026Q2: 24,135 shares 24,135 $2.82M 0.09% +3,408 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: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 1,995 shares; 2025Q3: 1,995 shares; 2025Q4: 6,766 shares; 2026Q1: 7,448 shares; 2026Q2: 6,881 shares 6,881 $2.82M 0.09% -567 Timeline Vanguard Small Cap Value In… Vanguard Small Cap Value Index Ad… More: the full row for Vanguard Small Cap Value Index Admiral Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,988 shares; 2024Q4: 32,754 shares; 2025Q1: 35,148 shares; 2025Q2: 34,200 shares; 2025Q3: 31,067 shares; 2025Q4: 29,359 shares; 2026Q1: 28,422 shares; 2026Q2: 26,896 shares 26,896 $2.81M 0.09% -1,526 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: 53,051 shares; 2026Q1: 52,885 shares; 2026Q2: 36,015 shares 36,015 $2.8M 0.09% -16,870 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: 2,751 shares; 2024Q4: 2,691 shares; 2025Q1: 2,691 shares; 2025Q2: 2,986 shares; 2025Q3: 2,516 shares; 2025Q4: 2,562 shares; 2026Q1: 3,268 shares; 2026Q2: 3,723 shares 3,723 $2.78M 0.08% +455 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,635 shares; 2024Q4: 32,885 shares; 2025Q1: 27,251 shares; 2025Q2: 27,094 shares; 2025Q3: 27,064 shares; 2025Q4: 30,971 shares; 2026Q1: 30,119 shares; 2026Q2: 30,880 shares 30,880 $2.77M 0.08% +761 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: 5,622 shares; 2024Q4: 24,849 shares; 2025Q1: 23,056 shares; 2025Q2: 21,664 shares; 2025Q3: 22,361 shares; 2025Q4: 21,562 shares; 2026Q1: 20,795 shares; 2026Q2: 20,453 shares 20,453 $2.75M 0.08% -342 Timeline CAPITOL SER TR CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,036 shares; 2024Q4: 109,206 shares; 2025Q1: 99,937 shares; 2025Q2: 86,923 shares; 2025Q3: 88,100 shares; 2025Q4: 91,686 shares; 2026Q1: 85,248 shares; 2026Q2: 78,775 shares 78,775 $2.71M 0.08% -6,473 PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,617 shares; 2024Q4: 7,714 shares; 2025Q1: 6,234 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,273 shares; 2026Q1: 27,861 shares; 2026Q2: 27,433 shares 27,433 $2.7M 0.08% -428 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: 11,789 shares; 2024Q4: 12,736 shares; 2025Q1: 12,640 shares; 2025Q2: 14,151 shares; 2025Q3: 13,315 shares; 2025Q4: 15,784 shares; 2026Q1: 17,686 shares; 2026Q2: 18,049 shares 18,049 $2.68M 0.08% +363 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: 37,110 shares; 2024Q4: 36,335 shares; 2025Q1: 41,832 shares; 2025Q2: 40,143 shares; 2025Q3: 40,270 shares; 2025Q4: 40,124 shares; 2026Q1: 28,634 shares; 2026Q2: 31,544 shares 31,544 $2.61M 0.08% +2,910 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: 29,636 shares; 2024Q4: 29,903 shares; 2025Q1: 29,626 shares; 2025Q2: 25,580 shares; 2025Q3: 21,810 shares; 2025Q4: 19,596 shares; 2026Q1: 19,964 shares; 2026Q2: 26,987 shares 26,987 $2.58M 0.08% +7,023 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,720 shares 33,720 $2.56M 0.08% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,295 shares; 2024Q4: 22,596 shares; 2025Q1: 19,658 shares; 2025Q2: 18,005 shares; 2025Q3: 13,584 shares; 2025Q4: 26,968 shares; 2026Q1: 29,539 shares; 2026Q2: 35,500 shares 35,500 $2.55M 0.08% +5,961 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: 5,251 shares; 2024Q4: 5,261 shares; 2025Q1: 4,834 shares; 2025Q2: 4,753 shares; 2025Q3: 4,807 shares; 2025Q4: 5,726 shares; 2026Q1: 5,607 shares; 2026Q2: 5,270 shares 5,270 $2.52M 0.08% -337 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: 38,445 shares; 2024Q4: 35,482 shares; 2025Q1: 34,422 shares; 2025Q2: 32,429 shares; 2025Q3: 31,038 shares; 2025Q4: 31,993 shares; 2026Q1: 29,793 shares; 2026Q2: 29,535 shares 29,535 $2.5M 0.08% -258 Timeline GEQYX GUIDESTONE FDS More: the full row for GUIDESTONE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,525 shares 33,525 $2.47M 0.08% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,873 shares; 2024Q4: 6,661 shares; 2025Q1: 4,982 shares; 2025Q2: 5,023 shares; 2025Q3: 5,290 shares; 2025Q4: 5,405 shares; 2026Q1: 6,278 shares; 2026Q2: 7,751 shares 7,751 $2.46M 0.08% +1,473 Timeline HRDG LVNR INTL EQUITY HRDG LVNR INTL EQUITY More: the full row for HRDG LVNR INTL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,701 shares; 2024Q4: 83,975 shares; 2025Q1: 82,575 shares; 2025Q2: 79,882 shares; 2025Q3: 79,883 shares; 2025Q4: 78,979 shares; 2026Q1: 78,793 shares; 2026Q2: 78,520 shares 78,520 $2.45M 0.07% -273 QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,040 shares 8,040 $2.44M 0.07% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,468 shares; 2024Q4: 11,923 shares; 2025Q1: 10,975 shares; 2025Q2: 10,866 shares; 2025Q3: 10,383 shares; 2025Q4: 10,438 shares; 2026Q1: 10,210 shares; 2026Q2: 10,207 shares 10,207 $2.38M 0.07% -3 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: 10,119 shares; 2024Q4: 9,849 shares; 2025Q1: 9,647 shares; 2025Q2: 9,700 shares; 2025Q3: 9,308 shares; 2025Q4: 8,842 shares; 2026Q1: 8,710 shares; 2026Q2: 8,767 shares 8,767 $2.37M 0.07% +57 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,453 shares; 2024Q4: 8,098 shares; 2025Q1: 7,932 shares; 2025Q2: 7,896 shares; 2025Q3: 7,552 shares; 2025Q4: 7,513 shares; 2026Q1: 7,218 shares; 2026Q2: 7,399 shares 7,399 $2.34M 0.07% +181 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: 16,326 shares; 2024Q4: 8,045 shares; 2025Q1: 10,800 shares; 2025Q2: 12,007 shares; 2025Q3: 12,570 shares; 2025Q4: 12,794 shares; 2026Q1: 17,973 shares; 2026Q2: 29,675 shares 29,675 $2.32M 0.07% +11,702 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,242 shares; 2024Q4: 12,497 shares; 2025Q1: 11,498 shares; 2025Q2: 11,687 shares; 2025Q3: 11,887 shares; 2025Q4: 13,281 shares; 2026Q1: 12,253 shares; 2026Q2: 16,457 shares 16,457 $2.3M 0.07% +4,204 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: 27,854 shares; 2024Q4: 29,761 shares; 2025Q1: 30,158 shares; 2025Q2: 25,053 shares; 2025Q3: 23,669 shares; 2025Q4: 23,420 shares; 2026Q1: 24,542 shares; 2026Q2: 25,295 shares 25,295 $2.3M 0.07% +753 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: 20,400 shares; 2024Q4: 31,034 shares; 2025Q1: 34,956 shares; 2025Q2: 37,397 shares; 2025Q3: 56,549 shares; 2025Q4: 38,739 shares; 2026Q1: 50,490 shares; 2026Q2: 44,554 shares 44,554 $2.27M 0.07% -5,936 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 3,339 shares; 2025Q1: 4,133 shares; 2025Q2: 4,660 shares; 2025Q3: 4,322 shares; 2025Q4: 2,293 shares; 2026Q1: 13,988 shares; 2026Q2: 13,885 shares 13,885 $2.27M 0.07% -103 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,391 shares; 2025Q1: 9,273 shares; 2025Q2: 13,629 shares; 2025Q3: 13,717 shares; 2025Q4: 16,142 shares; 2026Q1: 16,595 shares; 2026Q2: 17,421 shares 17,421 $2.23M 0.07% +826 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,845 shares; 2026Q2: 51,311 shares 51,311 $2.22M 0.07% -534 Timeline T ROWE PRICE DIVIDEND GROWT… T ROWE PRICE DIVIDEND GROWTH F More: the full row for T ROWE PRICE DIVIDEND GROWTH F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,331 shares; 2024Q4: 34,903 shares; 2025Q1: 34,260 shares; 2025Q2: 33,794 shares; 2025Q3: 27,361 shares; 2025Q4: 24,792 shares; 2026Q1: 24,776 shares; 2026Q2: 24,776 shares 24,776 $2.2M 0.07% 0 STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,334 shares; 2025Q4: 9,791 shares; 2026Q1: 9,689 shares; 2026Q2: 9,550 shares 9,550 $2.19M 0.07% -139 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,049 shares; 2024Q4: 43,049 shares; 2025Q1: 42,869 shares; 2025Q2: 38,928 shares; 2025Q3: 34,249 shares; 2025Q4: 34,093 shares; 2026Q1: 33,314 shares; 2026Q2: 32,989 shares 32,989 $2.19M 0.07% -325 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: 38,113 shares; 2024Q4: 33,190 shares; 2025Q1: 37,803 shares; 2025Q2: 35,375 shares; 2025Q3: 24,836 shares; 2025Q4: 22,351 shares; 2026Q1: 21,466 shares; 2026Q2: 20,807 shares 20,807 $2.15M 0.07% -659 Timeline GOLDMAN SACHS TR GOLDMAN SACHS TR More: the full row for GOLDMAN SACHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,456 shares; 2024Q4: 67,973 shares; 2025Q1: 69,061 shares; 2025Q2: 58,934 shares; 2025Q3: 83,713 shares; 2025Q4: 96,124 shares; 2026Q1: 134,131 shares; 2026Q2: 117,120 shares 117,120 $2.14M 0.07% -17,011 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,445 shares; 2024Q4: 36,350 shares; 2025Q1: 19,628 shares; 2025Q2: 16,939 shares; 2025Q3: 15,849 shares; 2025Q4: 16,594 shares; 2026Q1: 14,213 shares; 2026Q2: 15,192 shares 15,192 $2.12M 0.06% +979 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: 5,643 shares; 2024Q4: 5,615 shares; 2025Q1: 4,155 shares; 2025Q2: 4,090 shares; 2025Q3: 5,926 shares; 2025Q4: 6,003 shares; 2026Q1: 6,114 shares; 2026Q2: 6,770 shares 6,770 $2.12M 0.06% +656 Timeline VANGUARD PRIMECAP ADM VANGUARD PRIMECAP ADM More: the full row for VANGUARD PRIMECAP ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,249 shares; 2024Q4: 7,249 shares; 2025Q1: 7,249 shares; 2025Q2: 7,249 shares; 2025Q3: 7,249 shares; 2025Q4: 7,249 shares; 2026Q1: 7,249 shares; 2026Q2: 8,780 shares 8,780 $2.12M 0.06% +1,531 TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,189 shares; 2024Q4: 14,189 shares; 2025Q1: 14,189 shares; 2025Q2: 13,600 shares; 2025Q3: 13,040 shares; 2025Q4: 26,080 shares; 2026Q1: 26,080 shares; 2026Q2: 26,080 shares 26,080 $2.11M 0.06% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,510 shares; 2024Q4: 9,288 shares; 2025Q1: 9,619 shares; 2025Q2: 9,875 shares; 2025Q3: 10,006 shares; 2025Q4: 9,770 shares; 2026Q1: 9,974 shares; 2026Q2: 8,260 shares 8,260 $2.11M 0.06% -1,714 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,964 shares; 2025Q2: 8,400 shares; 2025Q3: 8,035 shares; 2025Q4: 8,508 shares; 2026Q1: 7,800 shares; 2026Q2: 8,189 shares 8,189 $2.08M 0.06% +389 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: 23,806 shares; 2026Q1: 34,241 shares; 2026Q2: 34,531 shares 34,531 $2.08M 0.06% +290 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,047 shares; 2025Q1: 44,862 shares; 2025Q2: 45,964 shares; 2025Q3: 39,885 shares; 2025Q4: 35,153 shares; 2026Q1: 34,233 shares; 2026Q2: 33,577 shares 33,577 $2.06M 0.06% -656 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: 8,830 shares; 2024Q4: 7,623 shares; 2025Q1: 6,625 shares; 2025Q2: 6,188 shares; 2025Q3: 5,604 shares; 2025Q4: 5,481 shares; 2026Q1: 5,332 shares; 2026Q2: 6,498 shares 6,498 $2.05M 0.06% +1,166 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,412 shares; 2024Q4: 61,183 shares; 2025Q1: 60,884 shares; 2025Q2: 55,619 shares; 2025Q3: 56,678 shares; 2025Q4: 66,180 shares; 2026Q1: 65,911 shares; 2026Q2: 40,506 shares 40,506 $2.02M 0.06% -25,405 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: 9,641 shares; 2024Q4: 13,015 shares; 2025Q1: 13,015 shares; 2025Q2: 13,015 shares; 2025Q3: 12,838 shares; 2025Q4: 12,714 shares; 2026Q1: 12,714 shares; 2026Q2: 12,714 shares 12,714 $2.01M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,387 shares; 2026Q1: 9,143 shares; 2026Q2: 9,039 shares 9,039 $2M 0.06% -104 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,944 shares; 2025Q3: 3,274 shares; 2025Q4: 16,592 shares; 2026Q1: 17,040 shares; 2026Q2: 16,965 shares 16,965 $1.98M 0.06% -75 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,840 shares; 2024Q4: 14,910 shares; 2025Q1: 15,764 shares; 2025Q2: 14,774 shares; 2025Q3: 14,863 shares; 2025Q4: 15,013 shares; 2026Q1: 16,804 shares; 2026Q2: 16,804 shares 16,804 $1.97M 0.06% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,550 shares; 2024Q4: 28,992 shares; 2025Q1: 24,158 shares; 2025Q2: 23,441 shares; 2025Q3: 21,698 shares; 2025Q4: 18,877 shares; 2026Q1: 17,914 shares; 2026Q2: 17,286 shares 17,286 $1.96M 0.06% -628 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: 11,787 shares; 2024Q4: 12,655 shares; 2025Q1: 12,389 shares; 2025Q2: 12,511 shares; 2025Q3: 11,347 shares; 2025Q4: 10,432 shares; 2026Q1: 10,387 shares; 2026Q2: 15,604 shares 15,604 $1.94M 0.06% +5,217 Timeline HARRIS ASSOC INVT TR HARRIS ASSOC INVT TR More: the full row for HARRIS ASSOC INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,580 shares; 2025Q1: 58,580 shares; 2025Q2: 58,580 shares; 2025Q3: 58,580 shares; 2025Q4: 58,580 shares; 2026Q1: 58,580 shares; 2026Q2: 58,580 shares 58,580 $1.92M 0.06% 0 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: 11,706 shares; 2024Q4: 11,845 shares; 2025Q1: 11,884 shares; 2025Q2: 12,554 shares; 2025Q3: 12,645 shares; 2025Q4: 12,860 shares; 2026Q1: 12,949 shares; 2026Q2: 13,007 shares 13,007 $1.9M 0.06% +58 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,466 shares; 2024Q4: 7,476 shares; 2025Q1: 7,262 shares; 2025Q2: 6,717 shares; 2025Q3: 6,442 shares; 2025Q4: 7,223 shares; 2026Q1: 6,702 shares; 2026Q2: 6,369 shares 6,369 $1.9M 0.06% -333 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,673 shares; 2024Q4: 57,033 shares; 2025Q1: 60,952 shares; 2025Q2: 59,184 shares; 2025Q3: 58,159 shares; 2025Q4: 58,741 shares; 2026Q1: 59,097 shares; 2026Q2: 51,984 shares 51,984 $1.89M 0.06% -7,113 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,286 shares; 2024Q4: 15,122 shares; 2025Q1: 12,789 shares; 2025Q2: 12,297 shares; 2025Q3: 13,279 shares; 2025Q4: 13,159 shares; 2026Q1: 13,830 shares; 2026Q2: 13,572 shares 13,572 $1.89M 0.06% -258 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,748 shares; 2024Q4: 12,397 shares; 2025Q1: 12,147 shares; 2025Q2: 12,644 shares; 2025Q3: 12,660 shares; 2025Q4: 27,073 shares; 2026Q1: 32,292 shares; 2026Q2: 36,906 shares 36,906 $1.88M 0.06% +4,614 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,533 shares; 2024Q4: 12,155 shares; 2025Q1: 11,818 shares; 2025Q2: 9,396 shares; 2025Q3: 9,125 shares; 2025Q4: 8,280 shares; 2026Q1: 8,331 shares; 2026Q2: 10,326 shares 10,326 $1.86M 0.06% +1,995 Timeline SKYY 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: 19,003 shares; 2024Q4: 18,549 shares; 2025Q1: 14,090 shares; 2025Q2: 14,111 shares; 2025Q3: 13,977 shares; 2025Q4: 13,860 shares; 2026Q1: 13,832 shares; 2026Q2: 13,688 shares 13,688 $1.84M 0.06% -144 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: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,400 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 5,004 shares; 2026Q1: 4,773 shares; 2026Q2: 8,235 shares 8,235 $1.81M 0.06% +3,462 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: 24,288 shares; 2024Q4: 22,945 shares; 2025Q1: 23,011 shares; 2025Q2: 21,420 shares; 2025Q3: 20,041 shares; 2025Q4: 17,084 shares; 2026Q1: 17,595 shares; 2026Q2: 17,672 shares 17,672 $1.81M 0.06% +77 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,789 shares 59,789 $1.81M 0.06% new 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: 3,216 shares; 2025Q3: 3,350 shares; 2025Q4: 4,357 shares; 2026Q1: 9,570 shares; 2026Q2: 9,578 shares 9,578 $1.8M 0.06% +8 Timeline HELO 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: 7,691 shares; 2025Q2: 9,611 shares; 2025Q3: 14,496 shares; 2025Q4: 19,274 shares; 2026Q1: 27,209 shares; 2026Q2: 26,606 shares 26,606 $1.8M 0.05% -603 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: 22,349 shares; 2024Q4: 19,413 shares; 2025Q1: 18,538 shares; 2025Q2: 20,132 shares; 2025Q3: 19,170 shares; 2025Q4: 22,287 shares; 2026Q1: 22,887 shares; 2026Q2: 21,736 shares 21,736 $1.8M 0.05% -1,151 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: 9,066 shares; 2024Q4: 8,592 shares; 2025Q1: 8,099 shares; 2025Q2: 15,127 shares; 2025Q3: 19,475 shares; 2025Q4: 18,743 shares; 2026Q1: 16,443 shares; 2026Q2: 16,325 shares 16,325 $1.79M 0.05% -118 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,691 shares; 2024Q4: 9,181 shares; 2025Q1: 8,597 shares; 2025Q2: 8,886 shares; 2025Q3: 8,213 shares; 2025Q4: 7,721 shares; 2026Q1: 8,506 shares; 2026Q2: 8,265 shares 8,265 $1.79M 0.05% -241 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: 8,654 shares; 2024Q4: 8,614 shares; 2025Q1: 8,189 shares; 2025Q2: 8,365 shares; 2025Q3: 5,665 shares; 2025Q4: 5,912 shares; 2026Q1: 5,912 shares; 2026Q2: 5,896 shares 5,896 $1.79M 0.05% -16 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,022 shares; 2025Q1: 2,892 shares; 2025Q2: 7,092 shares; 2025Q3: 7,079 shares; 2025Q4: 7,033 shares; 2026Q1: 6,939 shares; 2026Q2: 8,908 shares 8,908 $1.79M 0.05% +1,969 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,376 shares; 2024Q4: 49,347 shares; 2025Q1: 56,833 shares; 2025Q2: 54,805 shares; 2025Q3: 49,925 shares; 2025Q4: 51,705 shares; 2026Q1: 51,554 shares; 2026Q2: 53,478 shares 53,478 $1.75M 0.05% +1,924 Timeline AMG FDS AMG FDS More: the full row for AMG FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,084 shares; 2024Q4: 58,633 shares; 2025Q1: 55,755 shares; 2025Q2: 55,455 shares; 2025Q3: 47,094 shares; 2025Q4: 44,513 shares; 2026Q1: 44,446 shares; 2026Q2: 44,446 shares 44,446 $1.75M 0.05% 0 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: 6,774 shares; 2024Q4: 6,774 shares; 2025Q1: 6,774 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 6,895 shares; 2026Q1: 6,895 shares; 2026Q2: 7,104 shares 7,104 $1.73M 0.05% +209 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,177 shares; 2024Q4: 27,018 shares; 2025Q1: 25,040 shares; 2025Q2: 23,029 shares; 2025Q3: 21,329 shares; 2025Q4: 22,865 shares; 2026Q1: 21,904 shares; 2026Q2: 21,163 shares 21,163 $1.72M 0.05% -741 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: 7,418 shares; 2024Q4: 8,279 shares; 2025Q1: 7,703 shares; 2025Q2: 8,126 shares; 2025Q3: 8,355 shares; 2025Q4: 6,095 shares; 2026Q1: 4,357 shares; 2026Q2: 3,499 shares 3,499 $1.72M 0.05% -858 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 4,248 shares; 2025Q1: 4,175 shares; 2025Q2: 4,192 shares; 2025Q3: 4,171 shares; 2025Q4: 3,918 shares; 2026Q1: 3,228 shares; 2026Q2: 3,857 shares 3,857 $1.72M 0.05% +629 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: 2,796 shares; 2025Q1: 2,226 shares; 2025Q2: 2,684 shares; 2025Q3: 2,735 shares; 2025Q4: 3,136 shares; 2026Q1: 3,222 shares; 2026Q2: 3,222 shares 3,222 $1.69M 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,792 shares; 2025Q1: 3,145 shares; 2025Q2: 3,898 shares; 2025Q3: 3,898 shares; 2025Q4: 4,081 shares; 2026Q1: 4,133 shares; 2026Q2: 20,656 shares 20,656 $1.66M 0.05% +16,523 Timeline MFS SER TR I MFS SER TR I More: the full row for MFS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,851 shares; 2024Q4: 94,051 shares; 2025Q1: 79,509 shares; 2025Q2: 79,135 shares; 2025Q3: 72,939 shares; 2025Q4: 63,560 shares; 2026Q1: 57,881 shares; 2026Q2: 54,854 shares 54,854 $1.64M 0.05% -3,027 MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 1,402 shares; 2025Q1: 1,347 shares; 2025Q2: 1,332 shares; 2025Q3: 1,277 shares; 2025Q4: 1,269 shares; 2026Q1: 1,258 shares; 2026Q2: 1,262 shares 1,262 $1.61M 0.05% +4 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: 2,331 shares; 2024Q4: 2,327 shares; 2025Q1: 2,313 shares; 2025Q2: 2,446 shares; 2025Q3: 2,359 shares; 2025Q4: 2,449 shares; 2026Q1: 2,454 shares; 2026Q2: 7,165 shares 7,165 $1.6M 0.05% +4,711 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: 7,295 shares; 2026Q2: 8,294 shares 8,294 $1.57M 0.05% +999 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: 38,606 shares; 2024Q4: 37,642 shares; 2025Q1: 36,064 shares; 2025Q2: 33,634 shares; 2025Q3: 30,734 shares; 2025Q4: 29,280 shares; 2026Q1: 28,142 shares; 2026Q2: 27,433 shares 27,433 $1.57M 0.05% -709 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,841 shares; 2024Q4: 6,726 shares; 2025Q1: 6,314 shares; 2025Q2: 6,257 shares; 2025Q3: 5,970 shares; 2025Q4: 5,909 shares; 2026Q1: 5,913 shares; 2026Q2: 5,905 shares 5,905 $1.57M 0.05% -8 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,705 shares; 2024Q4: 170,044 shares; 2025Q1: 168,720 shares; 2025Q2: 159,631 shares; 2025Q3: 158,011 shares; 2025Q4: 137,227 shares; 2026Q1: 120,311 shares; 2026Q2: 88,373 shares 88,373 $1.57M 0.05% -31,938 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,121 shares; 2024Q4: 19,048 shares; 2025Q1: 18,120 shares; 2025Q2: 17,488 shares; 2025Q3: 16,749 shares; 2025Q4: 16,481 shares; 2026Q1: 16,251 shares; 2026Q2: 16,285 shares 16,285 $1.57M 0.05% +34 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 62,037 shares; 2026Q2: 61,650 shares 61,650 $1.56M 0.05% -387 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,038 shares; 2024Q4: 13,923 shares; 2025Q1: 13,101 shares; 2025Q2: 12,176 shares; 2025Q3: 11,250 shares; 2025Q4: 10,913 shares; 2026Q1: 10,570 shares; 2026Q2: 10,220 shares 10,220 $1.56M 0.05% -350 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: 9,269 shares; 2024Q4: 10,541 shares; 2025Q1: 10,556 shares; 2025Q2: 10,926 shares; 2025Q3: 10,773 shares; 2025Q4: 10,773 shares; 2026Q1: 10,501 shares; 2026Q2: 9,921 shares 9,921 $1.55M 0.05% -580 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,554 shares; 2024Q4: 28,991 shares; 2025Q1: 31,189 shares; 2025Q2: 23,636 shares; 2025Q3: 22,368 shares; 2025Q4: 19,485 shares; 2026Q1: 17,198 shares; 2026Q2: 17,656 shares 17,656 $1.55M 0.05% +458 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,185 shares; 2024Q4: 4,687 shares; 2025Q1: 4,476 shares; 2025Q2: 4,028 shares; 2025Q3: 3,978 shares; 2025Q4: 3,302 shares; 2026Q1: 2,881 shares; 2026Q2: 3,019 shares 3,019 $1.53M 0.05% +138 Timeline SCHWAB INTERNATIONAL INDEX SCHWAB INTERNATIONAL INDEX More: the full row for SCHWAB INTERNATIONAL INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,133 shares; 2025Q4: 40,914 shares; 2026Q1: 49,867 shares; 2026Q2: 47,922 shares 47,922 $1.52M 0.05% -1,945 TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,415 shares; 2025Q1: 1,455 shares; 2025Q2: 1,597 shares; 2025Q3: 1,489 shares; 2025Q4: 1,664 shares; 2026Q1: 2,126 shares; 2026Q2: 2,264 shares 2,264 $1.51M 0.05% +138 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: 5,096 shares; 2024Q4: 4,984 shares; 2025Q1: 5,049 shares; 2025Q2: 4,154 shares; 2025Q3: 4,151 shares; 2025Q4: 5,441 shares; 2026Q1: 6,160 shares; 2026Q2: 5,268 shares 5,268 $1.49M 0.05% -892 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: 37,555 shares; 2024Q4: 34,037 shares; 2025Q1: 30,415 shares; 2025Q2: 21,026 shares; 2025Q3: 15,928 shares; 2025Q4: 21,896 shares; 2026Q1: 12,725 shares; 2026Q2: 11,794 shares 11,794 $1.49M 0.05% -931 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,881 shares; 2024Q4: 17,182 shares; 2025Q1: 15,875 shares; 2025Q2: 13,507 shares; 2025Q3: 13,645 shares; 2025Q4: 13,088 shares; 2026Q1: 16,052 shares; 2026Q2: 16,231 shares 16,231 $1.49M 0.05% +179 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,386 shares; 2024Q4: 13,072 shares; 2025Q1: 12,177 shares; 2025Q2: 12,788 shares; 2025Q3: 12,788 shares; 2025Q4: 12,788 shares; 2026Q1: 12,788 shares; 2026Q2: 10,035 shares 10,035 $1.45M 0.04% -2,753 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,185 shares; 2024Q4: 19,161 shares; 2025Q1: 16,995 shares; 2025Q2: 16,410 shares; 2025Q3: 16,873 shares; 2025Q4: 15,230 shares; 2026Q1: 24,106 shares; 2026Q2: 29,492 shares 29,492 $1.45M 0.04% +5,386 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,980 shares; 2024Q4: 22,337 shares; 2025Q1: 25,121 shares; 2025Q2: 25,071 shares; 2025Q3: 24,893 shares; 2025Q4: 19,808 shares; 2026Q1: 19,412 shares; 2026Q2: 19,897 shares 19,897 $1.44M 0.04% +485 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,649 shares; 2024Q4: 16,417 shares; 2025Q1: 17,933 shares; 2025Q2: 13,080 shares; 2025Q3: 12,540 shares; 2025Q4: 12,245 shares; 2026Q1: 11,409 shares; 2026Q2: 14,982 shares 14,982 $1.43M 0.04% +3,573 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,580 shares; 2025Q2: 3,933 shares; 2025Q3: 3,774 shares; 2025Q4: 3,878 shares; 2026Q1: 3,879 shares; 2026Q2: 3,854 shares 3,854 $1.41M 0.04% -25 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: 4,002 shares; 2024Q4: 3,968 shares; 2025Q1: 1,698 shares; 2025Q2: 2,394 shares; 2025Q3: 1,956 shares; 2025Q4: 1,920 shares; 2026Q1: 2,102 shares; 2026Q2: 2,215 shares 2,215 $1.41M 0.04% +113 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,206 shares; 2024Q4: 4,847 shares; 2025Q1: 4,168 shares; 2025Q2: 4,583 shares; 2025Q3: 4,632 shares; 2025Q4: 4,709 shares; 2026Q1: 4,963 shares; 2026Q2: 4,951 shares 4,951 $1.39M 0.04% -12 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: 10,236 shares; 2024Q4: 10,516 shares; 2025Q1: 9,797 shares; 2025Q2: 9,432 shares; 2025Q3: 9,326 shares; 2025Q4: 8,780 shares; 2026Q1: 8,391 shares; 2026Q2: 7,321 shares 7,321 $1.39M 0.04% -1,070 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,197 shares; 2025Q1: 5,230 shares; 2025Q2: 7,000 shares; 2025Q3: 8,726 shares; 2025Q4: 9,476 shares; 2026Q1: 9,541 shares; 2026Q2: 9,431 shares 9,431 $1.39M 0.04% -110 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: 4,904 shares; 2024Q4: 5,281 shares; 2025Q1: 5,061 shares; 2025Q2: 5,372 shares; 2025Q3: 5,365 shares; 2025Q4: 4,923 shares; 2026Q1: 3,728 shares; 2026Q2: 3,629 shares 3,629 $1.38M 0.04% -99 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: 31,369 shares; 2024Q4: 30,876 shares; 2025Q1: 30,873 shares; 2025Q2: 35,800 shares; 2025Q3: 34,846 shares; 2025Q4: 33,991 shares; 2026Q1: 23,136 shares; 2026Q2: 22,145 shares 22,145 $1.37M 0.04% -991 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,326 shares; 2024Q4: 9,140 shares; 2025Q1: 10,653 shares; 2025Q2: 10,699 shares; 2025Q3: 11,254 shares; 2025Q4: 11,702 shares; 2026Q1: 12,204 shares; 2026Q2: 13,419 shares 13,419 $1.37M 0.04% +1,215 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,618 shares; 2025Q1: 2,578 shares; 2025Q2: 1,974 shares; 2025Q3: 2,464 shares; 2025Q4: 1,726 shares; 2026Q1: 2,043 shares; 2026Q2: 6,338 shares 6,338 $1.36M 0.04% +4,295 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,742 shares; 2025Q1: 2,144 shares; 2025Q2: 2,932 shares; 2025Q3: 3,402 shares; 2025Q4: 4,233 shares; 2026Q1: 4,317 shares; 2026Q2: 4,839 shares 4,839 $1.36M 0.04% +522 Timeline PARNASSUS CORE EQUITY INSTI… PARNASSUS CORE EQUITY INSTITUTION… More: the full row for PARNASSUS CORE EQUITY INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,053 shares; 2024Q4: 23,968 shares; 2025Q1: 23,936 shares; 2025Q2: 20,446 shares; 2025Q3: 23,589 shares; 2025Q4: 26,497 shares; 2026Q1: 27,641 shares; 2026Q2: 22,036 shares 22,036 $1.36M 0.04% -5,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 11,280 shares 11,280 $1.35M 0.04% +9,870 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,654 shares; 2024Q4: 8,311 shares; 2025Q1: 8,227 shares; 2025Q2: 8,982 shares; 2025Q3: 9,372 shares; 2025Q4: 9,747 shares; 2026Q1: 10,280 shares; 2026Q2: 12,554 shares 12,554 $1.34M 0.04% +2,274 Timeline Vanguard Mid-Cap Growth Ind… Vanguard Mid-Cap Growth Index Adm… More: the full row for Vanguard Mid-Cap Growth Index Admiral Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,606 shares; 2024Q4: 12,671 shares; 2025Q1: 11,844 shares; 2025Q2: 10,897 shares; 2025Q3: 10,288 shares; 2025Q4: 9,926 shares; 2026Q1: 9,975 shares; 2026Q2: 10,164 shares 10,164 $1.34M 0.04% +189 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: 2,429 shares; 2024Q4: 2,493 shares; 2025Q1: 2,340 shares; 2025Q2: 2,119 shares; 2025Q3: 1,757 shares; 2025Q4: 1,733 shares; 2026Q1: 1,722 shares; 2026Q2: 1,587 shares 1,587 $1.32M 0.04% -135 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: 5,137 shares; 2024Q4: 4,941 shares; 2025Q1: 4,671 shares; 2025Q2: 5,132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,433 shares; 2026Q2: 22,757 shares 22,757 $1.32M 0.04% -676 Timeline JTEK 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: not reported; 2026Q1: not reported; 2026Q2: 11,795 shares 11,795 $1.32M 0.04% new Timeline FIDELITY SALEM STREET TRUST FIDELITY SALEM STREET TRUST More: the full row for FIDELITY SALEM STREET TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,806 shares; 2025Q1: 10,806 shares; 2025Q2: 10,884 shares; 2025Q3: 20,941 shares; 2025Q4: 22,823 shares; 2026Q1: 40,115 shares; 2026Q2: 54,265 shares 54,265 $1.31M 0.04% +14,150 REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,372 shares; 2024Q4: 3,065 shares; 2025Q1: 2,807 shares; 2025Q2: 2,578 shares; 2025Q3: 2,566 shares; 2025Q4: 2,305 shares; 2026Q1: 2,240 shares; 2026Q2: 2,081 shares 2,081 $1.3M 0.04% -159 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,894 shares; 2024Q4: 16,838 shares; 2025Q1: 10,720 shares; 2025Q2: 14,962 shares; 2025Q3: 13,513 shares; 2025Q4: 12,610 shares; 2026Q1: 12,948 shares; 2026Q2: 14,190 shares 14,190 $1.29M 0.04% +1,242 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 2,875 shares; 2025Q1: 2,942 shares; 2025Q2: 3,226 shares; 2025Q3: 3,201 shares; 2025Q4: 3,399 shares; 2026Q1: 3,507 shares; 2026Q2: 3,612 shares 3,612 $1.28M 0.04% +105 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,330 shares; 2025Q1: 1,251 shares; 2025Q2: 1,312 shares; 2025Q3: 1,307 shares; 2025Q4: 1,620 shares; 2026Q1: 1,612 shares; 2026Q2: 7,119 shares 7,119 $1.25M 0.04% +5,507 Timeline FXNAX FIDELITY U.S. BOND INDEX More: the full row for FIDELITY U.S. BOND INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,225 shares; 2024Q4: 13,096 shares; 2025Q1: 13,096 shares; 2025Q2: 13,096 shares; 2025Q3: 23,291 shares; 2025Q4: 28,702 shares; 2026Q1: 72,961 shares; 2026Q2: 118,938 shares 118,938 $1.24M 0.04% +45,977 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: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 6,263 shares; 2025Q2: 7,471 shares; 2025Q3: 7,471 shares; 2025Q4: 7,471 shares; 2026Q1: 8,446 shares; 2026Q2: 8,446 shares 8,446 $1.24M 0.04% 0 Timeline VANGUARD SMALL CAP GROWTH I… VANGUARD SMALL CAP GROWTH INDEX A… More: the full row for VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,204 shares; 2024Q4: 14,208 shares; 2025Q1: 12,802 shares; 2025Q2: 12,999 shares; 2025Q3: 11,042 shares; 2025Q4: 10,694 shares; 2026Q1: 9,978 shares; 2026Q2: 9,615 shares 9,615 $1.24M 0.04% -363 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: 6,179 shares; 2024Q4: 6,084 shares; 2025Q1: 5,714 shares; 2025Q2: 6,452 shares; 2025Q3: 6,370 shares; 2025Q4: 9,762 shares; 2026Q1: 9,658 shares; 2026Q2: 10,023 shares 10,023 $1.23M 0.04% +365 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,347 shares; 2024Q4: 7,163 shares; 2025Q1: 6,177 shares; 2025Q2: 6,110 shares; 2025Q3: 4,631 shares; 2025Q4: 4,894 shares; 2026Q1: 6,506 shares; 2026Q2: 6,737 shares 6,737 $1.23M 0.04% +231 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 595 shares; 2026Q1: 603 shares; 2026Q2: 621 shares 621 $1.23M 0.04% +18 Timeline GS EQU DIV & PREM I GS EQU DIV & PREM I More: the full row for GS EQU DIV & PREM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,120 shares; 2024Q4: 109,323 shares; 2025Q1: 106,035 shares; 2025Q2: 105,163 shares; 2025Q3: 92,322 shares; 2025Q4: 70,224 shares; 2026Q1: 65,586 shares; 2026Q2: 60,602 shares 60,602 $1.21M 0.04% -4,984 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: 6,883 shares; 2024Q4: 6,254 shares; 2025Q1: 6,544 shares; 2025Q2: 5,592 shares; 2025Q3: 4,281 shares; 2025Q4: 6,090 shares; 2026Q1: 5,973 shares; 2026Q2: 6,186 shares 6,186 $1.2M 0.04% +213 Timeline T ROWE PR BLUE CHIP GROW-I T ROWE PR BLUE CHIP GROW-I More: the full row for T ROWE PR BLUE CHIP GROW-I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,668 shares; 2024Q4: 3,668 shares; 2025Q1: 2,194 shares; 2025Q2: 4,111 shares; 2025Q3: 4,111 shares; 2025Q4: 3,551 shares; 2026Q1: 3,551 shares; 2026Q2: 5,632 shares 5,632 $1.2M 0.04% +2,081 DIAMOND HILL FUNDS DIAMOND HILL FUNDS More: the full row for DIAMOND HILL FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,477 shares; 2024Q4: 94,530 shares; 2025Q1: 80,251 shares; 2025Q2: 73,034 shares; 2025Q3: 67,452 shares; 2025Q4: 57,751 shares; 2026Q1: 52,746 shares; 2026Q2: 36,944 shares 36,944 $1.2M 0.04% -15,802 ACWX 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: 15,609 shares; 2026Q2: 15,609 shares 15,609 $1.19M 0.04% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,715 shares; 2024Q4: 35,180 shares; 2025Q1: 35,177 shares; 2025Q2: 34,127 shares; 2025Q3: 32,910 shares; 2025Q4: 30,305 shares; 2026Q1: 21,490 shares; 2026Q2: 14,726 shares 14,726 $1.18M 0.04% -6,764 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,969 shares; 2024Q4: 2,605 shares; 2025Q1: 2,317 shares; 2025Q2: 2,609 shares; 2025Q3: 4,594 shares; 2025Q4: 5,469 shares; 2026Q1: 5,943 shares; 2026Q2: 6,118 shares 6,118 $1.18M 0.04% +175 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,598 shares; 2024Q4: 7,645 shares; 2025Q1: 6,872 shares; 2025Q2: 6,606 shares; 2025Q3: 6,279 shares; 2025Q4: 6,209 shares; 2026Q1: 6,112 shares; 2026Q2: 6,100 shares 6,100 $1.18M 0.04% -12 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: 15,188 shares; 2024Q4: 11,470 shares; 2025Q1: 10,904 shares; 2025Q2: 16,603 shares; 2025Q3: 18,077 shares; 2025Q4: 15,950 shares; 2026Q1: 13,489 shares; 2026Q2: 12,585 shares 12,585 $1.18M 0.04% -904 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: not reported; 2024Q4: 6,328 shares; 2025Q1: 6,342 shares; 2025Q2: 6,133 shares; 2025Q3: 6,317 shares; 2025Q4: 4,495 shares; 2026Q1: 4,495 shares; 2026Q2: 4,597 shares 4,597 $1.17M 0.04% +102 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: 8,956 shares; 2024Q4: 7,716 shares; 2025Q1: 7,731 shares; 2025Q2: 10,488 shares; 2025Q3: 8,577 shares; 2025Q4: 17,522 shares; 2026Q1: 18,458 shares; 2026Q2: 18,663 shares 18,663 $1.17M 0.04% +205 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: 2,874 shares; 2024Q4: 2,541 shares; 2025Q1: 2,082 shares; 2025Q2: 1,937 shares; 2025Q3: 1,885 shares; 2025Q4: 2,337 shares; 2026Q1: 2,388 shares; 2026Q2: 2,380 shares 2,380 $1.17M 0.04% -8 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,747 shares; 2025Q1: 1,720 shares; 2025Q2: 2,499 shares; 2025Q3: 2,908 shares; 2025Q4: 2,999 shares; 2026Q1: 2,977 shares; 2026Q2: 3,124 shares 3,124 $1.17M 0.04% +147 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,440 shares; 2024Q4: 11,240 shares; 2025Q1: 10,976 shares; 2025Q2: 10,608 shares; 2025Q3: 10,384 shares; 2025Q4: 8,748 shares; 2026Q1: 8,239 shares; 2026Q2: 7,203 shares 7,203 $1.17M 0.04% -1,036 Timeline PIMCO INTERNATIONAL BOND (U… PIMCO INTERNATIONAL BOND (USD-HDG… More: the full row for PIMCO INTERNATIONAL BOND (USD-HDG) INSTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,115 shares; 2024Q4: 80,467 shares; 2025Q1: 84,891 shares; 2025Q2: 92,342 shares; 2025Q3: 101,863 shares; 2025Q4: 115,417 shares; 2026Q1: 119,894 shares; 2026Q2: 118,540 shares 118,540 $1.17M 0.04% -1,354 TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,228 shares; 2024Q4: 12,228 shares; 2025Q1: 12,390 shares; 2025Q2: 12,390 shares; 2025Q3: 12,390 shares; 2025Q4: 9,572 shares; 2026Q1: 9,585 shares; 2026Q2: 9,585 shares 9,585 $1.16M 0.04% 0 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: 30,156 shares; 2024Q4: 30,505 shares; 2025Q1: 24,442 shares; 2025Q2: 22,331 shares; 2025Q3: 21,992 shares; 2025Q4: 22,982 shares; 2026Q1: 23,260 shares; 2026Q2: 24,155 shares 24,155 $1.15M 0.04% +895 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: 3,486 shares; 2024Q4: 3,460 shares; 2025Q1: 3,284 shares; 2025Q2: 3,262 shares; 2025Q3: 3,075 shares; 2025Q4: 3,074 shares; 2026Q1: 3,043 shares; 2026Q2: 3,053 shares 3,053 $1.14M 0.03% +10 Timeline CWI 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: 17,000 shares; 2024Q4: 17,421 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 27,965 shares 27,965 $1.14M 0.03% +10,965 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: 12,675 shares; 2024Q4: 12,675 shares; 2025Q1: 12,675 shares; 2025Q2: 12,675 shares; 2025Q3: 12,675 shares; 2025Q4: 13,443 shares; 2026Q1: 13,408 shares; 2026Q2: 13,197 shares 13,197 $1.13M 0.03% -211 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,667 shares; 2025Q1: 2,726 shares; 2025Q2: 7,257 shares; 2025Q3: 7,125 shares; 2025Q4: 7,416 shares; 2026Q1: 7,677 shares; 2026Q2: 7,399 shares 7,399 $1.12M 0.03% -278 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: not reported; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 691 shares; 2025Q3: 620 shares; 2025Q4: 796 shares; 2026Q1: 906 shares; 2026Q2: 1,147 shares 1,147 $1.12M 0.03% +241 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,655 shares; 2024Q4: 8,655 shares; 2025Q1: 8,655 shares; 2025Q2: 8,902 shares; 2025Q3: 8,902 shares; 2025Q4: 9,627 shares; 2026Q1: 9,627 shares; 2026Q2: 9,153 shares 9,153 $1.12M 0.03% -474 Timeline FIDELITY LARGE CAP GROWTH I… FIDELITY LARGE CAP GROWTH INDEX F… More: the full row for FIDELITY LARGE CAP GROWTH INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,725 shares; 2025Q1: 5,725 shares; 2025Q2: 5,309 shares; 2025Q3: 17,938 shares; 2025Q4: 18,367 shares; 2026Q1: 27,293 shares; 2026Q2: 22,795 shares 22,795 $1.11M 0.03% -4,498 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: 2,180 shares; 2024Q4: 3,952 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 4,283 shares; 2025Q4: 4,913 shares; 2026Q1: 4,913 shares; 2026Q2: 4,678 shares 4,678 $1.11M 0.03% -235 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,768 shares; 2024Q4: 8,154 shares; 2025Q1: 8,496 shares; 2025Q2: 8,570 shares; 2025Q3: 8,803 shares; 2025Q4: 8,481 shares; 2026Q1: 8,411 shares; 2026Q2: 8,745 shares 8,745 $1.1M 0.03% +334 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: 10,820 shares; 2025Q3: 10,820 shares; 2025Q4: 10,820 shares; 2026Q1: 10,820 shares; 2026Q2: 10,820 shares 10,820 $1.1M 0.03% 0 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: 9,067 shares; 2024Q4: 6,608 shares; 2025Q1: 6,284 shares; 2025Q2: 6,446 shares; 2025Q3: 6,412 shares; 2025Q4: 6,381 shares; 2026Q1: 6,072 shares; 2026Q2: 5,905 shares 5,905 $1.09M 0.03% -167 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: 5,529 shares; 2024Q4: 4,619 shares; 2025Q1: 4,619 shares; 2025Q2: 3,389 shares; 2025Q3: 3,733 shares; 2025Q4: 7,913 shares; 2026Q1: 9,136 shares; 2026Q2: 11,885 shares 11,885 $1.09M 0.03% +2,749 Timeline BARON EMERGING MARKETS FUND… BARON EMERGING MARKETS FUND INST'… More: the full row for BARON EMERGING MARKETS FUND INST'L CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,095 shares; 2024Q4: 63,794 shares; 2025Q1: 57,149 shares; 2025Q2: 50,193 shares; 2025Q3: 47,414 shares; 2025Q4: 46,791 shares; 2026Q1: 46,138 shares; 2026Q2: 46,007 shares 46,007 $1.06M 0.03% -131 CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,823 shares; 2025Q1: 3,767 shares; 2025Q2: 3,737 shares; 2025Q3: 3,507 shares; 2025Q4: 3,534 shares; 2026Q1: 3,239 shares; 2026Q2: 3,509 shares 3,509 $1.05M 0.03% +270 Timeline FIRST EAGLE GLOBAL A FIRST EAGLE GLOBAL A More: the full row for FIRST EAGLE GLOBAL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,755 shares; 2024Q4: 12,755 shares; 2025Q1: 12,755 shares; 2025Q2: 12,417 shares; 2025Q3: 12,417 shares; 2025Q4: 12,417 shares; 2026Q1: 12,417 shares; 2026Q2: 12,417 shares 12,417 $1.05M 0.03% 0 FIDELITY CONTRAFUND FIDELITY CONTRAFUND More: the full row for FIDELITY CONTRAFUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,845 shares; 2024Q4: 55,845 shares; 2025Q1: 55,845 shares; 2025Q2: 55,845 shares; 2025Q3: 55,845 shares; 2025Q4: 38,925 shares; 2026Q1: 38,925 shares; 2026Q2: 38,925 shares 38,925 $1.04M 0.03% 0 PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP 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: 8,531 shares; 2026Q2: 9,665 shares 9,665 $1.04M 0.03% +1,134 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,099 shares; 2024Q4: 11,202 shares; 2025Q1: 11,136 shares; 2025Q2: 11,375 shares; 2025Q3: 11,673 shares; 2025Q4: 10,059 shares; 2026Q1: 8,673 shares; 2026Q2: 8,847 shares 8,847 $1.04M 0.03% +174 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,867 shares; 2024Q4: 4,886 shares; 2025Q1: 5,012 shares; 2025Q2: 5,047 shares; 2025Q3: 5,862 shares; 2025Q4: 6,013 shares; 2026Q1: 5,931 shares; 2026Q2: 6,715 shares 6,715 $1.04M 0.03% +784 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,475 shares; 2024Q4: 11,256 shares; 2025Q1: 10,813 shares; 2025Q2: 11,583 shares; 2025Q3: 10,042 shares; 2025Q4: 10,063 shares; 2026Q1: 10,040 shares; 2026Q2: 20,063 shares 20,063 $1.03M 0.03% +10,023 Timeline PIMCO FDS PAC INVT MGMT SER PIMCO FDS PAC INVT MGMT SER More: the full row for PIMCO FDS PAC INVT MGMT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,049 shares; 2024Q4: 112,258 shares; 2025Q1: 102,466 shares; 2025Q2: 104,902 shares; 2025Q3: 107,464 shares; 2025Q4: 109,518 shares; 2026Q1: 99,333 shares; 2026Q2: 104,159 shares 104,159 $1.02M 0.03% +4,826 WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,566 shares 1,566 $1M 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,489 shares; 2024Q4: 18,518 shares; 2025Q1: 18,305 shares; 2025Q2: 11,624 shares; 2025Q3: 13,427 shares; 2025Q4: 14,540 shares; 2026Q1: 19,110 shares; 2026Q2: 21,358 shares 21,358 $993K 0.03% +2,248 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042 shares; 2024Q4: 3,971 shares; 2025Q1: 3,661 shares; 2025Q2: 3,580 shares; 2025Q3: 3,429 shares; 2025Q4: 3,357 shares; 2026Q1: 3,312 shares; 2026Q2: 3,290 shares 3,290 $993K 0.03% -22 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: 2,976 shares; 2024Q4: 2,676 shares; 2025Q1: 4,645 shares; 2025Q2: 4,753 shares; 2025Q3: 4,688 shares; 2025Q4: 4,185 shares; 2026Q1: 4,219 shares; 2026Q2: 4,131 shares 4,131 $983K 0.03% -88 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: 9,624 shares; 2024Q4: 9,372 shares; 2025Q1: 8,687 shares; 2025Q2: 8,032 shares; 2025Q3: 7,632 shares; 2025Q4: 7,574 shares; 2026Q1: 7,334 shares; 2026Q2: 7,353 shares 7,353 $977K 0.03% +19 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 4,934 shares; 2025Q1: 4,933 shares; 2025Q2: 4,904 shares; 2025Q3: 4,924 shares; 2025Q4: 4,207 shares; 2026Q1: 4,236 shares; 2026Q2: 4,369 shares 4,369 $974K 0.03% +133 Timeline HARDING LOEVNER FDS INC HARDING LOEVNER FDS INC More: the full row for HARDING LOEVNER FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,046 shares; 2024Q4: 100,930 shares; 2025Q1: 99,417 shares; 2025Q2: 106,732 shares; 2025Q3: 110,388 shares; 2025Q4: 66,382 shares; 2026Q1: 37,826 shares; 2026Q2: 29,686 shares 29,686 $972K 0.03% -8,140 NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 1,881 shares; 2025Q1: 1,926 shares; 2025Q2: 2,352 shares; 2025Q3: 2,292 shares; 2025Q4: 11,547 shares; 2026Q1: 10,081 shares; 2026Q2: 9,749 shares 9,749 $968K 0.03% -332 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,281 shares; 2025Q1: 2,281 shares; 2025Q2: 2,262 shares; 2025Q3: 2,250 shares; 2025Q4: 2,212 shares; 2026Q1: 2,389 shares; 2026Q2: 2,417 shares 2,417 $952K 0.03% +28 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: 8,274 shares; 2024Q4: 12,132 shares; 2025Q1: 12,548 shares; 2025Q2: 12,765 shares; 2025Q3: 12,765 shares; 2025Q4: 14,383 shares; 2026Q1: 14,852 shares; 2026Q2: 15,853 shares 15,853 $946K 0.03% +1,001 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: 3,070 shares; 2024Q4: 3,778 shares; 2025Q1: 3,802 shares; 2025Q2: 3,692 shares; 2025Q3: 3,102 shares; 2025Q4: 3,115 shares; 2026Q1: 2,865 shares; 2026Q2: 2,370 shares 2,370 $943K 0.03% -495 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 2,962 shares; 2025Q1: 2,928 shares; 2025Q2: 4,420 shares; 2025Q3: 5,633 shares; 2025Q4: 12,932 shares; 2026Q1: 17,868 shares; 2026Q2: 20,763 shares 20,763 $941K 0.03% +2,895 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,356 shares; 2024Q4: 3,512 shares; 2025Q1: 3,052 shares; 2025Q2: 2,904 shares; 2025Q3: 2,810 shares; 2025Q4: 2,819 shares; 2026Q1: 2,793 shares; 2026Q2: 2,875 shares 2,875 $911K 0.03% +82 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,624 shares; 2025Q4: 26,394 shares; 2026Q1: 26,394 shares; 2026Q2: 28,694 shares 28,694 $910K 0.03% +2,300 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: 6,496 shares; 2024Q4: 7,777 shares; 2025Q1: 6,435 shares; 2025Q2: 4,488 shares; 2025Q3: 5,386 shares; 2025Q4: 6,599 shares; 2026Q1: 5,834 shares; 2026Q2: 5,679 shares 5,679 $890K 0.03% -155 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,857 shares; 2024Q4: 5,818 shares; 2025Q1: 4,085 shares; 2025Q2: 3,078 shares; 2025Q3: 3,079 shares; 2025Q4: 3,166 shares; 2026Q1: 3,224 shares; 2026Q2: 6,053 shares 6,053 $886K 0.03% +2,829 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,593 shares; 2025Q2: 3,360 shares; 2025Q3: 4,112 shares; 2025Q4: 4,180 shares; 2026Q1: 4,274 shares; 2026Q2: 4,172 shares 4,172 $884K 0.03% -102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,054 shares; 2025Q4: 2,671 shares; 2026Q1: 2,743 shares; 2026Q2: 3,030 shares 3,030 $880K 0.03% +287 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,661 shares; 2024Q4: 14,478 shares; 2025Q1: 16,228 shares; 2025Q2: 16,219 shares; 2025Q3: 16,502 shares; 2025Q4: 16,552 shares; 2026Q1: 15,363 shares; 2026Q2: 16,389 shares 16,389 $871K 0.03% +1,026 Timeline NUVEEN FDS NUVEEN FDS More: the full row for NUVEEN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,193 shares; 2024Q4: 51,193 shares; 2025Q1: 52,518 shares; 2025Q2: 52,056 shares; 2025Q3: 52,056 shares; 2025Q4: 52,056 shares; 2026Q1: 96,560 shares; 2026Q2: 96,560 shares 96,560 $871K 0.03% 0 SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,620 shares; 2025Q1: 3,568 shares; 2025Q2: 3,601 shares; 2025Q3: 3,559 shares; 2025Q4: 3,663 shares; 2026Q1: 3,619 shares; 2026Q2: 3,252 shares 3,252 $869K 0.03% -367 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,149 shares; 2025Q1: 1,221 shares; 2025Q2: 1,397 shares; 2025Q3: 1,454 shares; 2025Q4: 1,770 shares; 2026Q1: 2,185 shares; 2026Q2: 2,411 shares 2,411 $866K 0.03% +226 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: 18,954 shares; 2024Q4: 18,941 shares; 2025Q1: 19,628 shares; 2025Q2: 19,888 shares; 2025Q3: 18,787 shares; 2025Q4: 18,832 shares; 2026Q1: 18,914 shares; 2026Q2: 18,832 shares 18,832 $865K 0.03% -82 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,828 shares; 2024Q4: 23,511 shares; 2025Q1: 19,967 shares; 2025Q2: 20,218 shares; 2025Q3: 19,959 shares; 2025Q4: 19,834 shares; 2026Q1: 19,855 shares; 2026Q2: 20,215 shares 20,215 $863K 0.03% +360 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,476 shares; 2024Q4: 4,049 shares; 2025Q1: 4,683 shares; 2025Q2: 4,746 shares; 2025Q3: 4,740 shares; 2025Q4: 5,229 shares; 2026Q1: 5,161 shares; 2026Q2: 5,683 shares 5,683 $860K 0.03% +522 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,548 shares; 2024Q4: 28,753 shares; 2025Q1: 43,429 shares; 2025Q2: 45,082 shares; 2025Q3: 49,303 shares; 2025Q4: 39,571 shares; 2026Q1: 38,877 shares; 2026Q2: 36,396 shares 36,396 $860K 0.03% -2,481 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: 38,864 shares; 2024Q4: 20,365 shares; 2025Q1: 21,770 shares; 2025Q2: 21,696 shares; 2025Q3: 23,111 shares; 2025Q4: 11,768 shares; 2026Q1: 12,188 shares; 2026Q2: 11,542 shares 11,542 $858K 0.03% -646 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,632 shares; 2025Q1: 3,685 shares; 2025Q2: 3,281 shares; 2025Q3: 3,525 shares; 2025Q4: 3,639 shares; 2026Q1: 5,265 shares; 2026Q2: 6,253 shares 6,253 $850K 0.03% +988 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,437 shares; 2024Q4: 3,716 shares; 2025Q1: 4,072 shares; 2025Q2: 4,112 shares; 2025Q3: 4,322 shares; 2025Q4: 4,400 shares; 2026Q1: 4,733 shares; 2026Q2: 4,834 shares 4,834 $850K 0.03% +101 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: 1,840 shares; 2026Q2: 2,507 shares 2,507 $848K 0.03% +667 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,005 shares; 2024Q4: 4,028 shares; 2025Q1: 3,754 shares; 2025Q2: 3,728 shares; 2025Q3: 3,551 shares; 2025Q4: 3,467 shares; 2026Q1: 3,036 shares; 2026Q2: 2,915 shares 2,915 $847K 0.03% -121 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,948 shares; 2026Q2: 3,123 shares 3,123 $845K 0.03% +1,175 Timeline THORNBURG STRATEGIC INCOME I THORNBURG STRATEGIC INCOME I More: the full row for THORNBURG STRATEGIC INCOME 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: 73,782 shares; 2026Q1: 73,782 shares; 2026Q2: 73,782 shares 73,782 $845K 0.03% 0 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: 6,875 shares; 2024Q4: 6,993 shares; 2025Q1: 5,958 shares; 2025Q2: 5,688 shares; 2025Q3: 6,311 shares; 2025Q4: 8,504 shares; 2026Q1: 8,420 shares; 2026Q2: 7,866 shares 7,866 $843K 0.03% -554 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 3,644 shares; 2025Q4: 4,092 shares; 2026Q1: 4,652 shares; 2026Q2: 4,895 shares 4,895 $825K 0.03% +243 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: 14,651 shares; 2024Q4: 14,412 shares; 2025Q1: 14,422 shares; 2025Q2: 14,031 shares; 2025Q3: 13,199 shares; 2025Q4: 10,506 shares; 2026Q1: 10,714 shares; 2026Q2: 11,366 shares 11,366 $817K 0.02% +652 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: 497 shares; 2024Q4: 1,645 shares; 2025Q1: 1,651 shares; 2025Q2: 1,883 shares; 2025Q3: 1,718 shares; 2025Q4: 1,602 shares; 2026Q1: 1,609 shares; 2026Q2: 1,555 shares 1,555 $807K 0.02% -54 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,319 shares; 2024Q4: 4,316 shares; 2025Q1: 4,081 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,002 shares; 2026Q2: 6,801 shares 6,801 $804K 0.02% +4,799 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,253 shares; 2024Q4: 8,137 shares; 2025Q1: 7,654 shares; 2025Q2: 7,533 shares; 2025Q3: 8,828 shares; 2025Q4: 14,770 shares; 2026Q1: 14,900 shares; 2026Q2: 15,057 shares 15,057 $800K 0.02% +157 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,078 shares; 2024Q4: 9,506 shares; 2025Q1: 9,755 shares; 2025Q2: 9,880 shares; 2025Q3: 10,965 shares; 2025Q4: 11,323 shares; 2026Q1: 10,892 shares; 2026Q2: 11,817 shares 11,817 $793K 0.02% +925 Timeline FPADX FIDELITY SALEM STREET TRUST More: the full row for FIDELITY SALEM STREET 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: 21,205 shares; 2025Q4: 21,702 shares; 2026Q1: 42,119 shares; 2026Q2: 45,765 shares 45,765 $790K 0.02% +3,646 Timeline VANGUARD TAX-MGD CAP APPREC VANGUARD TAX-MGD CAP APPREC More: the full row for VANGUARD TAX-MGD CAP APPREC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $789K 0.02% 0 WILMINGTON FDS WILMINGTON FDS More: the full row for WILMINGTON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,064 shares; 2024Q4: 34,916 shares; 2025Q1: 34,756 shares; 2025Q2: 27,753 shares; 2025Q3: 25,250 shares; 2025Q4: 23,275 shares; 2026Q1: 21,626 shares; 2026Q2: 21,669 shares 21,669 $788K 0.02% +43 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: 2,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,607 shares; 2026Q1: 6,607 shares; 2026Q2: 6,607 shares 6,607 $786K 0.02% 0 Timeline PARNASSUS FDS PARNASSUS FDS More: the full row for PARNASSUS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,881 shares; 2024Q4: 22,881 shares; 2025Q1: 22,934 shares; 2025Q2: 22,917 shares; 2025Q3: 23,275 shares; 2025Q4: 25,770 shares; 2026Q1: 23,939 shares; 2026Q2: 18,157 shares 18,157 $779K 0.02% -5,782 STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 839 shares; 2026Q1: 833 shares; 2026Q2: 803 shares 803 $775K 0.02% -30 Timeline VANGUARD INFO TECH (ADM) VANGUARD INFO TECH (ADM) More: the full row for VANGUARD INFO TECH (ADM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,578 shares; 2026Q2: 1,578 shares 1,578 $773K 0.02% 0 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: 3,798 shares; 2024Q4: 3,597 shares; 2025Q1: 5,806 shares; 2025Q2: 4,885 shares; 2025Q3: 5,106 shares; 2025Q4: 6,812 shares; 2026Q1: 6,605 shares; 2026Q2: 6,521 shares 6,521 $771K 0.02% -84 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,383 shares; 2025Q1: 2,402 shares; 2025Q2: 1,996 shares; 2025Q3: 1,965 shares; 2025Q4: 1,987 shares; 2026Q1: 2,520 shares; 2026Q2: 2,329 shares 2,329 $770K 0.02% -191 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 3,199 shares; 2025Q1: 3,246 shares; 2025Q2: 2,963 shares; 2025Q3: 2,863 shares; 2025Q4: 3,261 shares; 2026Q1: 3,243 shares; 2026Q2: 3,176 shares 3,176 $768K 0.02% -67 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: 7,203 shares; 2024Q4: 7,621 shares; 2025Q1: 6,814 shares; 2025Q2: 6,180 shares; 2025Q3: 5,254 shares; 2025Q4: 5,687 shares; 2026Q1: 5,425 shares; 2026Q2: 5,696 shares 5,696 $764K 0.02% +271 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,797 shares; 2024Q4: 9,002 shares; 2025Q1: 9,520 shares; 2025Q2: 7,260 shares; 2025Q3: 8,071 shares; 2025Q4: 7,216 shares; 2026Q1: 5,121 shares; 2026Q2: 5,299 shares 5,299 $759K 0.02% +178 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: 3,002 shares; 2025Q2: 3,811 shares; 2025Q3: 3,538 shares; 2025Q4: 2,879 shares; 2026Q1: 2,896 shares; 2026Q2: 2,806 shares 2,806 $754K 0.02% -90 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: 1,131 shares; 2024Q4: 1,040 shares; 2025Q1: 1,013 shares; 2025Q2: 1,128 shares; 2025Q3: 975 shares; 2025Q4: 1,079 shares; 2026Q1: 1,094 shares; 2026Q2: 1,852 shares 1,852 $754K 0.02% +758 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,192 shares 18,192 $752K 0.02% new Timeline VANGUARD GROWTH & INCOME-ADM VANGUARD GROWTH & INCOME-ADM More: the full row for VANGUARD GROWTH & INCOME-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,234 shares; 2025Q3: 6,234 shares; 2025Q4: 6,234 shares; 2026Q1: 6,234 shares; 2026Q2: 6,234 shares 6,234 $745K 0.02% 0 TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,052 shares; 2024Q4: 3,070 shares; 2025Q1: 2,609 shares; 2025Q2: 2,722 shares; 2025Q3: 2,613 shares; 2025Q4: 3,268 shares; 2026Q1: 2,801 shares; 2026Q2: 1,538 shares 1,538 $744K 0.02% -1,263 Timeline Fidelity Blue Chip Growth F… Fidelity Blue Chip Growth Fund More: the full row for Fidelity Blue Chip Growth Fund Quarterly shares; 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: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $742K 0.02% 0 VTHR 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: not reported; 2026Q1: 2,458 shares; 2026Q2: 2,230 shares 2,230 $739K 0.02% -228 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: 8,181 shares; 2024Q4: 6,627 shares; 2025Q1: 6,605 shares; 2025Q2: 5,773 shares; 2025Q3: 3,822 shares; 2025Q4: 2,611 shares; 2026Q1: 2,568 shares; 2026Q2: 2,337 shares 2,337 $735K 0.02% -231 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 4,296 shares; 2025Q4: 5,137 shares; 2026Q1: 6,526 shares; 2026Q2: 8,114 shares 8,114 $733K 0.02% +1,588 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,965 shares; 2025Q3: 2,035 shares; 2025Q4: 3,631 shares; 2026Q1: 3,643 shares; 2026Q2: 3,542 shares 3,542 $731K 0.02% -101 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: 2,589 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares; 2026Q2: 3,353 shares 3,353 $731K 0.02% +717 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: 1,936 shares; 2024Q4: 1,996 shares; 2025Q1: 2,094 shares; 2025Q2: 1,817 shares; 2025Q3: 1,848 shares; 2025Q4: 1,917 shares; 2026Q1: 1,915 shares; 2026Q2: 1,839 shares 1,839 $730K 0.02% -76 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,506 shares; 2024Q4: 3,152 shares; 2025Q1: 3,265 shares; 2025Q2: 3,862 shares; 2025Q3: 4,406 shares; 2025Q4: 4,542 shares; 2026Q1: 4,383 shares; 2026Q2: 4,343 shares 4,343 $728K 0.02% -40 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 5,512 shares; 2025Q1: 5,175 shares; 2025Q2: 5,104 shares; 2025Q3: 4,954 shares; 2025Q4: 4,889 shares; 2026Q1: 4,942 shares; 2026Q2: 4,974 shares 4,974 $727K 0.02% +32 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,769 shares; 2024Q4: 3,769 shares; 2025Q1: 3,833 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,952 shares; 2026Q1: 3,952 shares; 2026Q2: 3,952 shares 3,952 $706K 0.02% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,733 shares; 2025Q1: 24,096 shares; 2025Q2: 24,833 shares; 2025Q3: 24,729 shares; 2025Q4: 24,311 shares; 2026Q1: 26,018 shares; 2026Q2: 28,759 shares 28,759 $703K 0.02% +2,741 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: 3,943 shares; 2024Q4: 6,925 shares; 2025Q1: 4,836 shares; 2025Q2: 4,952 shares; 2025Q3: 5,981 shares; 2025Q4: 5,534 shares; 2026Q1: 5,534 shares; 2026Q2: 5,103 shares 5,103 $702K 0.02% -431 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 1,290 shares; 2025Q1: 1,275 shares; 2025Q2: 1,081 shares; 2025Q3: 951 shares; 2025Q4: 2,432 shares; 2026Q1: 2,484 shares; 2026Q2: 2,494 shares 2,494 $698K 0.02% +10 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: 7,012 shares; 2024Q4: 11,888 shares; 2025Q1: 12,082 shares; 2025Q2: 11,254 shares; 2025Q3: 10,762 shares; 2025Q4: 9,717 shares; 2026Q1: 9,957 shares; 2026Q2: 8,326 shares 8,326 $696K 0.02% -1,631 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 15,220 shares; 2025Q4: 15,553 shares; 2026Q1: 14,853 shares; 2026Q2: 13,998 shares 13,998 $694K 0.02% -855 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: 241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 336 shares; 2026Q1: 338 shares; 2026Q2: 346 shares 346 $688K 0.02% +8 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: 13,888 shares; 2024Q4: 18,668 shares; 2025Q1: 18,596 shares; 2025Q2: 5,599 shares; 2025Q3: 5,526 shares; 2025Q4: 5,740 shares; 2026Q1: 5,902 shares; 2026Q2: 5,981 shares 5,981 $687K 0.02% +79 Timeline FEDERATED MDT SER FEDERATED MDT SER More: the full row for FEDERATED MDT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,077 shares; 2024Q4: 25,416 shares; 2025Q1: 25,416 shares; 2025Q2: 18,687 shares; 2025Q3: 18,687 shares; 2025Q4: 17,720 shares; 2026Q1: 17,598 shares; 2026Q2: 17,205 shares 17,205 $681K 0.02% -393 TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,553 shares; 2024Q4: 7,492 shares; 2025Q1: 7,425 shares; 2025Q2: 7,403 shares; 2025Q3: 7,463 shares; 2025Q4: 7,549 shares; 2026Q1: 7,521 shares; 2026Q2: 7,425 shares 7,425 $681K 0.02% -96 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,534 shares; 2024Q4: 7,907 shares; 2025Q1: 7,652 shares; 2025Q2: 7,784 shares; 2025Q3: 9,380 shares; 2025Q4: 10,228 shares; 2026Q1: 9,652 shares; 2026Q2: 11,757 shares 11,757 $679K 0.02% +2,105 Timeline TIAA-CREF FUND TIAA-CREF FUND More: the full row for TIAA-CREF FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,013 shares; 2025Q2: 13,013 shares; 2025Q3: 13,013 shares; 2025Q4: 13,013 shares; 2026Q1: 13,013 shares; 2026Q2: 13,013 shares 13,013 $676K 0.02% 0 SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 6,896 shares; 2025Q2: 7,309 shares; 2025Q3: 7,144 shares; 2025Q4: 11,587 shares; 2026Q1: 11,720 shares; 2026Q2: 11,720 shares 11,720 $676K 0.02% 0 Timeline VANGUARD WNDSR AD II VANGUARD WNDSR AD II More: the full row for VANGUARD WNDSR AD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,640 shares 7,640 $675K 0.02% new MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,442 shares; 2024Q4: 3,667 shares; 2025Q1: 2,843 shares; 2025Q2: 2,856 shares; 2025Q3: 2,862 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares; 2026Q2: 2,834 shares 2,834 $675K 0.02% -22 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,558 shares; 2024Q4: 5,983 shares; 2025Q1: 5,205 shares; 2025Q2: 3,307 shares; 2025Q3: 2,879 shares; 2025Q4: 2,854 shares; 2026Q1: 3,285 shares; 2026Q2: 3,081 shares 3,081 $673K 0.02% -204 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: 1,203 shares; 2024Q4: 1,213 shares; 2025Q1: 1,192 shares; 2025Q2: 1,200 shares; 2025Q3: 1,208 shares; 2025Q4: 1,220 shares; 2026Q1: 1,301 shares; 2026Q2: 1,317 shares 1,317 $671K 0.02% +16 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: 7,209 shares; 2024Q4: 3,903 shares; 2025Q1: 3,645 shares; 2025Q2: 3,245 shares; 2025Q3: 2,243 shares; 2025Q4: 2,335 shares; 2026Q1: 2,398 shares; 2026Q2: 1,951 shares 1,951 $665K 0.02% -447 Timeline AB PORTFOLIOS AB PORTFOLIOS More: the full row for AB PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,724 shares; 2024Q4: 24,724 shares; 2025Q1: 24,724 shares; 2025Q2: 24,724 shares; 2025Q3: 24,724 shares; 2025Q4: 23,413 shares; 2026Q1: 23,413 shares; 2026Q2: 22,876 shares 22,876 $658K 0.02% -537 DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,978 shares; 2024Q4: 10,139 shares; 2025Q1: 9,315 shares; 2025Q2: 9,051 shares; 2025Q3: 8,615 shares; 2025Q4: 5,995 shares; 2026Q1: 6,311 shares; 2026Q2: 6,569 shares 6,569 $652K 0.02% +258 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,543 shares; 2026Q2: 2,179 shares 2,179 $649K 0.02% -2,364 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 3,294 shares; 2026Q1: 4,546 shares; 2026Q2: 5,031 shares 5,031 $646K 0.02% +485 Timeline FEZ 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: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,980 shares; 2025Q2: 13,240 shares; 2025Q3: 13,240 shares; 2025Q4: 10,960 shares; 2026Q1: 11,085 shares; 2026Q2: 9,376 shares 9,376 $644K 0.02% -1,709 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 2,912 shares 2,912 $644K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,454 shares; 2024Q4: 40,219 shares; 2025Q1: 38,846 shares; 2025Q2: 37,246 shares; 2025Q3: 36,104 shares; 2025Q4: 27,976 shares; 2026Q1: 27,260 shares; 2026Q2: 22,674 shares 22,674 $639K 0.02% -4,586 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: 1,572 shares; 2025Q1: 1,581 shares; 2025Q2: 1,619 shares; 2025Q3: 1,784 shares; 2025Q4: 1,856 shares; 2026Q1: 1,909 shares; 2026Q2: 1,914 shares 1,914 $635K 0.02% +5 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,311 shares; 2024Q4: 35,952 shares; 2025Q1: 35,215 shares; 2025Q2: 31,935 shares; 2025Q3: 31,637 shares; 2025Q4: 31,395 shares; 2026Q1: 30,740 shares; 2026Q2: 33,041 shares 33,041 $627K 0.02% +2,301 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,431 shares; 2025Q1: 3,505 shares; 2025Q2: 3,564 shares; 2025Q3: 3,423 shares; 2025Q4: 3,536 shares; 2026Q1: 3,545 shares; 2026Q2: 3,160 shares 3,160 $625K 0.02% -385 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,672 shares; 2024Q4: 5,441 shares; 2025Q1: 5,076 shares; 2025Q2: 5,174 shares; 2025Q3: 5,121 shares; 2025Q4: 5,192 shares; 2026Q1: 6,524 shares; 2026Q2: 7,115 shares 7,115 $621K 0.02% +591 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,829 shares; 2025Q3: 7,269 shares; 2025Q4: 9,350 shares; 2026Q1: 9,235 shares; 2026Q2: 10,014 shares 10,014 $618K 0.02% +779 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,438 shares; 2024Q4: 6,274 shares; 2025Q1: 6,181 shares; 2025Q2: 5,347 shares; 2025Q3: 5,358 shares; 2025Q4: 5,380 shares; 2026Q1: 5,423 shares; 2026Q2: 5,704 shares 5,704 $616K 0.02% +281 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,596 shares; 2024Q4: 16,812 shares; 2025Q1: 16,967 shares; 2025Q2: 17,860 shares; 2025Q3: 11,873 shares; 2025Q4: 12,281 shares; 2026Q1: 10,383 shares; 2026Q2: 9,285 shares 9,285 $616K 0.02% -1,098 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,109 shares; 2024Q4: 7,070 shares; 2025Q1: 6,894 shares; 2025Q2: 7,000 shares; 2025Q3: 6,714 shares; 2025Q4: 6,688 shares; 2026Q1: 6,490 shares; 2026Q2: 6,515 shares 6,515 $613K 0.02% +25 Timeline MFS SER TR I MFS SER TR I More: the full row for MFS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,493 shares; 2024Q4: 11,493 shares; 2025Q1: 11,493 shares; 2025Q2: 11,403 shares; 2025Q3: 11,403 shares; 2025Q4: 11,843 shares; 2026Q1: 11,034 shares; 2026Q2: 11,543 shares 11,543 $611K 0.02% +509 AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $608K 0.02% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,449 shares; 2024Q4: 3,581 shares; 2025Q1: 3,652 shares; 2025Q2: 3,628 shares; 2025Q3: 3,067 shares; 2025Q4: 2,290 shares; 2026Q1: 2,298 shares; 2026Q2: 2,239 shares 2,239 $608K 0.02% -59 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,733 shares; 2025Q1: 1,892 shares; 2025Q2: 1,915 shares; 2025Q3: 1,938 shares; 2025Q4: 2,036 shares; 2026Q1: 2,609 shares; 2026Q2: 2,881 shares 2,881 $607K 0.02% +272 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: 59,187 shares; 2024Q4: 62,249 shares; 2025Q1: 55,502 shares; 2025Q2: 14,719 shares; 2025Q3: 12,431 shares; 2025Q4: 8,453 shares; 2026Q1: 8,694 shares; 2026Q2: 10,505 shares 10,505 $605K 0.02% +1,811 Timeline VANGUARD CAP OPPORTUNITY VANGUARD CAP OPPORTUNITY More: the full row for VANGUARD CAP OPPORTUNITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares 2,121 $601K 0.02% 0 SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $600K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 2,665 shares; 2025Q1: 3,500 shares; 2025Q2: 1,939 shares; 2025Q3: 1,950 shares; 2025Q4: 1,830 shares; 2026Q1: 2,633 shares; 2026Q2: 2,818 shares 2,818 $600K 0.02% +185 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: 4,193 shares; 2024Q4: 5,266 shares; 2025Q1: 5,351 shares; 2025Q2: 5,390 shares; 2025Q3: 4,986 shares; 2025Q4: 4,484 shares; 2026Q1: 4,577 shares; 2026Q2: 4,618 shares 4,618 $599K 0.02% +41 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 3,805 shares 3,805 $597K 0.02% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,956 shares; 2024Q4: 12,306 shares; 2025Q1: 12,620 shares; 2025Q2: 12,476 shares; 2025Q3: 11,151 shares; 2025Q4: 11,659 shares; 2026Q1: 11,013 shares; 2026Q2: 11,572 shares 11,572 $597K 0.02% +559 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 4,845 shares; 2025Q1: 4,773 shares; 2025Q2: 4,741 shares; 2025Q3: 4,207 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,407 shares 14,407 $595K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: 2,233 shares; 2025Q1: 2,446 shares; 2025Q2: 2,517 shares; 2025Q3: 2,426 shares; 2025Q4: 2,467 shares; 2026Q1: 3,790 shares; 2026Q2: 2,277 shares 2,277 $594K 0.02% -1,513 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,007 shares; 2024Q4: 3,197 shares; 2025Q1: 2,895 shares; 2025Q2: 3,125 shares; 2025Q3: 3,022 shares; 2025Q4: 3,273 shares; 2026Q1: 2,990 shares; 2026Q2: 3,213 shares 3,213 $593K 0.02% +223 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 1,631 shares; 2025Q1: 1,665 shares; 2025Q2: 1,660 shares; 2025Q3: 1,725 shares; 2025Q4: 1,437 shares; 2026Q1: 1,605 shares; 2026Q2: 1,772 shares 1,772 $591K 0.02% +167 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,779 shares; 2026Q1: 16,779 shares; 2026Q2: 16,931 shares 16,931 $589K 0.02% +152 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,714 shares; 2025Q1: 1,487 shares; 2025Q2: 2,694 shares; 2025Q3: 2,929 shares; 2025Q4: 2,665 shares; 2026Q1: 2,641 shares; 2026Q2: 2,914 shares 2,914 $587K 0.02% +273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $580K 0.02% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $580K 0.02% 0 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,061 shares 20,061 $579K 0.02% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,912 shares; 2024Q4: 3,257 shares; 2025Q1: 2,712 shares; 2025Q2: 2,271 shares; 2025Q3: 2,204 shares; 2025Q4: 2,084 shares; 2026Q1: 1,353 shares; 2026Q2: 1,437 shares 1,437 $577K 0.02% +84 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,832 shares; 2024Q4: 6,781 shares; 2025Q1: 7,963 shares; 2025Q2: 7,398 shares; 2025Q3: 7,846 shares; 2025Q4: 7,265 shares; 2026Q1: 7,239 shares; 2026Q2: 8,152 shares 8,152 $576K 0.02% +913 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,358 shares; 2024Q4: 23,662 shares; 2025Q1: 18,392 shares; 2025Q2: 19,201 shares; 2025Q3: 19,752 shares; 2025Q4: 17,486 shares; 2026Q1: 22,798 shares; 2026Q2: 23,059 shares 23,059 $572K 0.02% +261 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 2,424 shares; 2025Q1: 2,574 shares; 2025Q2: 2,603 shares; 2025Q3: 2,509 shares; 2025Q4: 2,601 shares; 2026Q1: 2,624 shares; 2026Q2: 2,288 shares 2,288 $572K 0.02% -336 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318 shares; 2024Q4: 4,317 shares; 2025Q1: 4,362 shares; 2025Q2: 4,542 shares; 2025Q3: 4,558 shares; 2025Q4: 3,872 shares; 2026Q1: 3,316 shares; 2026Q2: 1,633 shares 1,633 $572K 0.02% -1,683 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,603 shares; 2024Q4: 7,635 shares; 2025Q1: 8,048 shares; 2025Q2: 8,309 shares; 2025Q3: 8,279 shares; 2025Q4: 8,381 shares; 2026Q1: 8,279 shares; 2026Q2: 9,104 shares 9,104 $571K 0.02% +825 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,476 shares; 2025Q2: 5,416 shares; 2025Q3: 5,179 shares; 2025Q4: 5,325 shares; 2026Q1: 5,338 shares; 2026Q2: 5,348 shares 5,348 $570K 0.02% +10 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,833 shares; 2026Q1: 13,833 shares; 2026Q2: 13,833 shares 13,833 $570K 0.02% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,587 shares; 2024Q4: 6,539 shares; 2025Q1: 10,254 shares; 2025Q2: 10,081 shares; 2025Q3: 9,756 shares; 2025Q4: 9,544 shares; 2026Q1: 9,249 shares; 2026Q2: 9,290 shares 9,290 $566K 0.02% +41 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 604 shares; 2025Q3: 560 shares; 2025Q4: 618 shares; 2026Q1: 743 shares; 2026Q2: 708 shares 708 $563K 0.02% -35 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: 4,388 shares; 2024Q4: 4,792 shares; 2025Q1: 3,566 shares; 2025Q2: 4,231 shares; 2025Q3: 3,951 shares; 2025Q4: 4,010 shares; 2026Q1: 3,990 shares; 2026Q2: 3,308 shares 3,308 $559K 0.02% -682 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: 2,400 shares; 2024Q4: 2,602 shares; 2025Q1: 2,895 shares; 2025Q2: 2,709 shares; 2025Q3: 2,874 shares; 2025Q4: 2,824 shares; 2026Q1: 2,824 shares; 2026Q2: 2,824 shares 2,824 $558K 0.02% 0 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: 101,048 shares; 2024Q4: 90,433 shares; 2025Q1: 88,170 shares; 2025Q2: 59,072 shares; 2025Q3: 23,548 shares; 2025Q4: 21,457 shares; 2026Q1: 21,704 shares; 2026Q2: 26,913 shares 26,913 $557K 0.02% +5,209 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,230 shares; 2024Q4: 28,230 shares; 2025Q1: 28,230 shares; 2025Q2: 16,012 shares; 2025Q3: 34,012 shares; 2025Q4: 29,183 shares; 2026Q1: 29,183 shares; 2026Q2: 28,721 shares 28,721 $548K 0.02% -462 Timeline VONE 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: 1,646 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares; 2026Q2: 1,616 shares 1,616 $547K 0.02% -30 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,558 shares; 2024Q4: 5,182 shares; 2025Q1: 5,059 shares; 2025Q2: 4,393 shares; 2025Q3: 4,148 shares; 2025Q4: 3,587 shares; 2026Q1: 3,571 shares; 2026Q2: 3,227 shares 3,227 $547K 0.02% -344 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,150 shares; 2024Q4: 3,919 shares; 2025Q1: 4,020 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares; 2026Q1: 4,039 shares; 2026Q2: 3,589 shares 3,589 $546K 0.02% -450 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,496 shares; 2025Q4: 44,054 shares; 2026Q1: 43,813 shares; 2026Q2: 48,119 shares 48,119 $545K 0.02% +4,306 Timeline BOSTON TR WALDEN FDS BOSTON TR WALDEN FDS More: the full row for BOSTON TR WALDEN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,258 shares; 2024Q4: 46,718 shares; 2025Q1: 46,690 shares; 2025Q2: 37,676 shares; 2025Q3: 37,676 shares; 2025Q4: 37,676 shares; 2026Q1: 35,625 shares; 2026Q2: 28,572 shares 28,572 $544K 0.02% -7,053 LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 2,100 shares; 2025Q1: 2,066 shares; 2025Q2: 2,068 shares; 2025Q3: 1,981 shares; 2025Q4: 2,415 shares; 2026Q1: 2,426 shares; 2026Q2: 2,620 shares 2,620 $542K 0.02% +194 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 1,942 shares; 2025Q1: 1,922 shares; 2025Q2: 1,404 shares; 2025Q3: 1,247 shares; 2025Q4: 1,258 shares; 2026Q1: 1,266 shares; 2026Q2: 1,264 shares 1,264 $538K 0.02% -2 Timeline ROWE T PRICE INDEX TR INC ROWE T PRICE INDEX TR INC More: the full row for ROWE T PRICE INDEX TR 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: 6,759 shares; 2026Q1: 6,759 shares; 2026Q2: 6,759 shares 6,759 $535K 0.02% 0 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: 12,206 shares; 2024Q4: 14,007 shares; 2025Q1: 13,754 shares; 2025Q2: 13,884 shares; 2025Q3: 13,768 shares; 2025Q4: 14,529 shares; 2026Q1: 14,363 shares; 2026Q2: 15,563 shares 15,563 $532K 0.02% +1,200 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,082 shares; 2026Q1: 3,916 shares; 2026Q2: 4,966 shares 4,966 $530K 0.02% +1,050 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,686 shares; 2024Q4: 18,571 shares; 2025Q1: 18,141 shares; 2025Q2: 15,844 shares; 2025Q3: 9,351 shares; 2025Q4: 6,865 shares; 2026Q1: 4,912 shares; 2026Q2: 4,919 shares 4,919 $529K 0.02% +7 Timeline ADVISORS INNER CIRCLE FD ADVISORS INNER CIRCLE FD More: the full row for ADVISORS INNER CIRCLE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,099 shares; 2024Q4: 20,900 shares; 2025Q1: 20,900 shares; 2025Q2: 20,623 shares; 2025Q3: 20,209 shares; 2025Q4: 18,484 shares; 2026Q1: 18,141 shares; 2026Q2: 17,837 shares 17,837 $527K 0.02% -304 FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,841 shares; 2026Q2: 8,909 shares 8,909 $527K 0.02% +2,068 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: 19,459 shares; 2024Q4: 18,674 shares; 2025Q1: 18,663 shares; 2025Q2: 17,611 shares; 2025Q3: 17,179 shares; 2025Q4: 14,657 shares; 2026Q1: 3,702 shares; 2026Q2: 3,825 shares 3,825 $523K 0.02% +123 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,680 shares; 2024Q4: 13,356 shares; 2025Q1: 13,718 shares; 2025Q2: 13,127 shares; 2025Q3: 12,509 shares; 2025Q4: 13,048 shares; 2026Q1: 11,640 shares; 2026Q2: 11,865 shares 11,865 $523K 0.02% +225 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 2,426 shares; 2026Q1: 2,362 shares; 2026Q2: 2,362 shares 2,362 $522K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,521 shares; 2025Q3: 6,038 shares; 2025Q4: 6,510 shares; 2026Q1: 4,101 shares; 2026Q2: 5,202 shares 5,202 $522K 0.02% +1,101 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,497 shares; 2025Q1: 14,442 shares; 2025Q2: 13,949 shares; 2025Q3: 13,660 shares; 2025Q4: 10,101 shares; 2026Q1: 7,299 shares; 2026Q2: 2,952 shares 2,952 $522K 0.02% -4,347 Timeline GOLDMAN SACHS TR GOLDMAN SACHS TR More: the full row for GOLDMAN SACHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,116 shares; 2025Q1: 21,485 shares; 2025Q2: 28,003 shares; 2025Q3: 27,944 shares; 2025Q4: 27,944 shares; 2026Q1: 21,650 shares; 2026Q2: 14,511 shares 14,511 $518K 0.02% -7,139 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: not reported; 2024Q4: not reported; 2025Q1: 3,527 shares; 2025Q2: 5,570 shares; 2025Q3: 5,595 shares; 2025Q4: 5,595 shares; 2026Q1: 5,742 shares; 2026Q2: 6,824 shares 6,824 $515K 0.02% +1,082 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,876 shares; 2024Q4: 3,946 shares; 2025Q1: 3,661 shares; 2025Q2: 3,445 shares; 2025Q3: 3,344 shares; 2025Q4: 2,171 shares; 2026Q1: 2,172 shares; 2026Q2: 2,162 shares 2,162 $515K 0.02% -10 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,172 shares; 2024Q4: 32,172 shares; 2025Q1: 32,172 shares; 2025Q2: 28,972 shares; 2025Q3: 28,972 shares; 2025Q4: 27,719 shares; 2026Q1: 26,719 shares; 2026Q2: 26,719 shares 26,719 $511K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,153 shares; 2024Q4: 2,439 shares; 2025Q1: 1,453 shares; 2025Q2: 2,155 shares; 2025Q3: 2,100 shares; 2025Q4: 1,946 shares; 2026Q1: 1,923 shares; 2026Q2: 1,131 shares 1,131 $510K 0.02% -792 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,202 shares; 2024Q4: 9,209 shares; 2025Q1: 9,093 shares; 2025Q2: 10,260 shares; 2025Q3: 14,723 shares; 2025Q4: 10,887 shares; 2026Q1: 11,645 shares; 2026Q2: 13,804 shares 13,804 $509K 0.02% +2,159 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,129 shares; 2024Q4: 3,319 shares; 2025Q1: 2,675 shares; 2025Q2: 8,324 shares; 2025Q3: 6,502 shares; 2025Q4: 5,674 shares; 2026Q1: 5,771 shares; 2026Q2: 5,759 shares 5,759 $501K 0.02% -12 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,711 shares 6,711 $498K 0.02% new Timeline SCHWAB LARGE-CAP INDEX MF SCHWAB LARGE-CAP INDEX MF More: the full row for SCHWAB LARGE-CAP INDEX MF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,798 shares; 2025Q4: 20,501 shares; 2026Q1: 35,483 shares; 2026Q2: 25,682 shares 25,682 $496K 0.02% -9,801 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: 798 shares; 2024Q4: 753 shares; 2025Q1: 573 shares; 2025Q2: 847 shares; 2025Q3: 1,024 shares; 2025Q4: 927 shares; 2026Q1: 905 shares; 2026Q2: 987 shares 987 $490K 0.01% +82 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,857 shares 2,857 $488K 0.01% new 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: 1,074 shares; 2024Q4: 1,069 shares; 2025Q1: 1,030 shares; 2025Q2: 1,124 shares; 2025Q3: 1,111 shares; 2025Q4: 1,195 shares; 2026Q1: 1,263 shares; 2026Q2: 1,296 shares 1,296 $486K 0.01% +33 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,102 shares; 2024Q4: 12,603 shares; 2025Q1: 13,461 shares; 2025Q2: 12,979 shares; 2025Q3: 13,419 shares; 2025Q4: 10,325 shares; 2026Q1: 10,394 shares; 2026Q2: 12,280 shares 12,280 $486K 0.01% +1,886 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: 4,628 shares; 2024Q4: 5,362 shares; 2025Q1: 5,280 shares; 2025Q2: 5,476 shares; 2025Q3: 5,218 shares; 2025Q4: 5,481 shares; 2026Q1: 5,813 shares; 2026Q2: 6,337 shares 6,337 $485K 0.01% +524 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: 3,051 shares; 2024Q4: 3,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 1,465 shares; 2026Q2: 1,442 shares 1,442 $483K 0.01% -23 Timeline