NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488,809 shares; 2024Q4: 3,407,552 shares; 2025Q1: 3,345,115 shares; 2025Q2: 3,264,370 shares; 2025Q3: 3,232,261 shares; 2025Q4: 3,151,629 shares; 2026Q1: 3,126,995 shares; 2026Q2: 3,110,295 shares 3,110,295 $622M 8.61% -16,700 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065,244 shares; 2024Q4: 1,071,668 shares; 2025Q1: 1,057,456 shares; 2025Q2: 1,074,902 shares; 2025Q3: 1,072,750 shares; 2025Q4: 1,068,348 shares; 2026Q1: 1,101,275 shares; 2026Q2: 1,099,172 shares 1,099,172 $318M 4.4% -2,103 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,538 shares; 2024Q4: 622,750 shares; 2025Q1: 634,245 shares; 2025Q2: 663,975 shares; 2025Q3: 663,224 shares; 2025Q4: 663,841 shares; 2026Q1: 670,528 shares; 2026Q2: 673,549 shares 673,549 $241M 3.33% +3,021 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,324 shares; 2024Q4: 304,061 shares; 2025Q1: 304,114 shares; 2025Q2: 306,654 shares; 2025Q3: 305,040 shares; 2025Q4: 305,206 shares; 2026Q1: 305,877 shares; 2026Q2: 313,435 shares 313,435 $235M 3.25% +7,558 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,047 shares; 2024Q4: 190,471 shares; 2025Q1: 189,111 shares; 2025Q2: 190,276 shares; 2025Q3: 190,812 shares; 2025Q4: 189,819 shares; 2026Q1: 188,371 shares; 2026Q2: 188,484 shares 188,484 $226M 3.13% +113 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: 445,186 shares; 2024Q4: 455,268 shares; 2025Q1: 462,410 shares; 2025Q2: 469,213 shares; 2025Q3: 467,248 shares; 2025Q4: 473,004 shares; 2026Q1: 497,812 shares; 2026Q2: 520,772 shares 520,772 $194M 2.69% +22,960 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519,772 shares; 2024Q4: 522,296 shares; 2025Q1: 496,785 shares; 2025Q2: 516,196 shares; 2025Q3: 497,513 shares; 2025Q4: 480,662 shares; 2026Q1: 477,192 shares; 2026Q2: 485,286 shares 485,286 $183M 2.54% +8,094 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: 566,496 shares; 2024Q4: 585,909 shares; 2025Q1: 599,159 shares; 2025Q2: 606,742 shares; 2025Q3: 619,787 shares; 2025Q4: 633,493 shares; 2026Q1: 673,764 shares; 2026Q2: 693,311 shares 693,311 $165M 2.29% +19,547 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275,943 shares; 2024Q4: 1,260,911 shares; 2025Q1: 1,236,800 shares; 2025Q2: 1,207,932 shares; 2025Q3: 1,171,288 shares; 2025Q4: 1,160,528 shares; 2026Q1: 1,154,700 shares; 2026Q2: 1,151,589 shares 1,151,589 $163M 2.26% -3,111 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308,566 shares; 2024Q4: 2,431,678 shares; 2025Q1: 2,529,427 shares; 2025Q2: 2,655,067 shares; 2025Q3: 2,757,420 shares; 2025Q4: 2,913,609 shares; 2026Q1: 3,130,128 shares; 2026Q2: 3,145,977 shares 3,145,977 $161M 2.22% +15,849 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: 1,192,883 shares; 2024Q4: 1,221,306 shares; 2025Q1: 1,252,223 shares; 2025Q2: 1,285,599 shares; 2025Q3: 1,289,642 shares; 2025Q4: 1,306,463 shares; 2026Q1: 1,350,641 shares; 2026Q2: 1,408,028 shares 1,408,028 $155M 2.15% +57,387 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: 418,320 shares; 2024Q4: 417,182 shares; 2025Q1: 411,906 shares; 2025Q2: 410,131 shares; 2025Q3: 407,339 shares; 2025Q4: 399,413 shares; 2026Q1: 394,136 shares; 2026Q2: 402,882 shares 402,882 $132M 1.82% +8,746 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: 152,465 shares; 2024Q4: 158,434 shares; 2025Q1: 158,692 shares; 2025Q2: 158,132 shares; 2025Q3: 158,968 shares; 2025Q4: 157,557 shares; 2026Q1: 161,416 shares; 2026Q2: 160,908 shares 160,908 $120M 1.66% -508 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,923 shares; 2024Q4: 191,258 shares; 2025Q1: 195,097 shares; 2025Q2: 200,452 shares; 2025Q3: 195,699 shares; 2025Q4: 195,972 shares; 2026Q1: 200,354 shares; 2026Q2: 207,453 shares 207,453 $117M 1.62% +7,099 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425,054 shares; 2024Q4: 1,560,592 shares; 2025Q1: 1,680,494 shares; 2025Q2: 1,759,213 shares; 2025Q3: 1,810,246 shares; 2025Q4: 1,946,936 shares; 2026Q1: 2,061,290 shares; 2026Q2: 2,291,715 shares 2,291,715 $115M 1.59% +230,425 Timeline JFLX 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: 1,956,465 shares; 2025Q4: 1,997,360 shares; 2026Q1: 2,094,830 shares; 2026Q2: 2,137,759 shares 2,137,759 $108M 1.49% +42,929 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,502,826 shares; 2024Q4: 2,521,496 shares; 2025Q1: 2,565,371 shares; 2025Q2: 2,592,515 shares; 2025Q3: 2,516,853 shares; 2025Q4: 2,494,516 shares; 2026Q1: 2,474,953 shares; 2026Q2: 2,464,673 shares 2,464,673 $107M 1.48% -10,280 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: 409,821 shares; 2024Q4: 411,135 shares; 2025Q1: 413,109 shares; 2025Q2: 421,479 shares; 2025Q3: 414,149 shares; 2025Q4: 415,327 shares; 2026Q1: 421,257 shares; 2026Q2: 422,207 shares 422,207 $106M 1.47% +950 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: 655,248 shares; 2024Q4: 664,801 shares; 2025Q1: 683,704 shares; 2025Q2: 673,534 shares; 2025Q3: 679,188 shares; 2025Q4: 686,681 shares; 2026Q1: 695,134 shares; 2026Q2: 700,640 shares 700,640 $104M 1.44% +5,506 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: 93,652 shares; 2024Q4: 93,600 shares; 2025Q1: 95,246 shares; 2025Q2: 97,763 shares; 2025Q3: 97,870 shares; 2025Q4: 98,163 shares; 2026Q1: 99,453 shares; 2026Q2: 100,054 shares 100,054 $101M 1.4% +601 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: 835,913 shares; 2024Q4: 844,600 shares; 2025Q1: 848,748 shares; 2025Q2: 852,733 shares; 2025Q3: 855,945 shares; 2025Q4: 872,745 shares; 2026Q1: 880,273 shares; 2026Q2: 887,496 shares 887,496 $101M 1.39% +7,223 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: 169,060 shares; 2024Q4: 170,345 shares; 2025Q1: 169,802 shares; 2025Q2: 171,719 shares; 2025Q3: 170,272 shares; 2025Q4: 176,207 shares; 2026Q1: 180,138 shares; 2026Q2: 180,527 shares 180,527 $92.7M 1.28% +389 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: 68,575 shares; 2024Q4: 70,400 shares; 2025Q1: 68,462 shares; 2025Q2: 69,125 shares; 2025Q3: 68,500 shares; 2025Q4: 69,315 shares; 2026Q1: 67,913 shares; 2026Q2: 67,529 shares 67,529 $71.9M 0.99% -384 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: 600,716 shares; 2024Q4: 599,985 shares; 2025Q1: 390,173 shares; 2025Q2: 333,046 shares; 2025Q3: 312,324 shares; 2025Q4: 255,604 shares; 2026Q1: 239,876 shares; 2026Q2: 238,801 shares 238,801 $71.1M 0.98% -1,075 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: 345,841 shares; 2024Q4: 437,665 shares; 2025Q1: 534,700 shares; 2025Q2: 558,229 shares; 2025Q3: 602,078 shares; 2025Q4: 647,157 shares; 2026Q1: 700,094 shares; 2026Q2: 756,072 shares 756,072 $69M 0.95% +55,978 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: 70,347 shares; 2024Q4: 77,324 shares; 2025Q1: 105,747 shares; 2025Q2: 116,727 shares; 2025Q3: 120,540 shares; 2025Q4: 125,602 shares; 2026Q1: 127,788 shares; 2026Q2: 135,504 shares 135,504 $67.8M 0.94% +7,716 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: 471,076 shares; 2024Q4: 467,047 shares; 2025Q1: 452,148 shares; 2025Q2: 445,271 shares; 2025Q3: 439,697 shares; 2025Q4: 420,921 shares; 2026Q1: 470,398 shares; 2026Q2: 490,580 shares 490,580 $57.6M 0.8% +20,182 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: 27,410 shares; 2024Q4: 28,190 shares; 2025Q1: 29,213 shares; 2025Q2: 26,793 shares; 2025Q3: 31,993 shares; 2025Q4: 34,987 shares; 2026Q1: 90,172 shares; 2026Q2: 97,457 shares 97,457 $56.6M 0.78% +7,285 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,203 shares; 2024Q4: 127,559 shares; 2025Q1: 185,907 shares; 2025Q2: 212,274 shares; 2025Q3: 220,334 shares; 2025Q4: 231,314 shares; 2026Q1: 243,403 shares; 2026Q2: 257,809 shares 257,809 $55.8M 0.77% +14,406 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,069 shares; 2024Q4: 321,652 shares; 2025Q1: 356,772 shares; 2025Q2: 443,775 shares; 2025Q3: 484,375 shares; 2025Q4: 493,799 shares; 2026Q1: 544,563 shares; 2026Q2: 564,978 shares 564,978 $54.5M 0.75% +20,415 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,099 shares; 2024Q4: 301,750 shares; 2025Q1: 299,314 shares; 2025Q2: 302,168 shares; 2025Q3: 302,892 shares; 2025Q4: 380,127 shares; 2026Q1: 460,477 shares; 2026Q2: 362,346 shares 362,346 $53.1M 0.73% -98,131 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: 131,347 shares; 2024Q4: 147,581 shares; 2025Q1: 165,234 shares; 2025Q2: 175,808 shares; 2025Q3: 190,572 shares; 2025Q4: 207,797 shares; 2026Q1: 219,654 shares; 2026Q2: 230,389 shares 230,389 $50.8M 0.7% +10,735 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: 113,170 shares; 2024Q4: 111,376 shares; 2025Q1: 111,742 shares; 2025Q2: 114,349 shares; 2025Q3: 114,440 shares; 2025Q4: 116,662 shares; 2026Q1: 123,234 shares; 2026Q2: 126,929 shares 126,929 $50.5M 0.7% +3,695 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: 356,273 shares; 2024Q4: 341,990 shares; 2025Q1: 371,526 shares; 2025Q2: 369,889 shares; 2025Q3: 367,399 shares; 2025Q4: 367,276 shares; 2026Q1: 376,892 shares; 2026Q2: 381,609 shares 381,609 $49M 0.68% +4,717 Timeline AVUS 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: 207,774 shares; 2024Q4: 214,919 shares; 2025Q1: 231,815 shares; 2025Q2: 231,732 shares; 2025Q3: 245,360 shares; 2025Q4: 371,188 shares; 2026Q1: 350,326 shares; 2026Q2: 361,185 shares 361,185 $46.3M 0.64% +10,859 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 642,212 shares; 2025Q1: 759,773 shares; 2025Q2: 901,247 shares; 2025Q3: 938,148 shares; 2025Q4: 996,148 shares; 2026Q1: 1,212,165 shares; 2026Q2: 1,253,954 shares 1,253,954 $45.8M 0.63% +41,789 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: 283,074 shares; 2024Q4: 284,779 shares; 2025Q1: 286,379 shares; 2025Q2: 295,848 shares; 2025Q3: 289,521 shares; 2025Q4: 290,762 shares; 2026Q1: 293,371 shares; 2026Q2: 305,415 shares 305,415 $44.8M 0.62% +12,044 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: not reported; 2025Q1: 87,311 shares; 2025Q2: 97,567 shares; 2025Q3: 98,234 shares; 2025Q4: 98,552 shares; 2026Q1: 98,260 shares; 2026Q2: 100,253 shares 100,253 $43.4M 0.6% +1,993 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: 156,555 shares; 2024Q4: 158,109 shares; 2025Q1: 158,142 shares; 2025Q2: 157,760 shares; 2025Q3: 157,431 shares; 2025Q4: 156,454 shares; 2026Q1: 156,217 shares; 2026Q2: 154,329 shares 154,329 $43.4M 0.6% -1,888 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,491 shares; 2024Q4: 271,199 shares; 2025Q1: 292,954 shares; 2025Q2: 319,398 shares; 2025Q3: 324,002 shares; 2025Q4: 323,830 shares; 2026Q1: 332,823 shares; 2026Q2: 337,905 shares 337,905 $42.2M 0.58% +5,082 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: 115,274 shares; 2024Q4: 114,127 shares; 2025Q1: 114,324 shares; 2025Q2: 119,734 shares; 2025Q3: 119,397 shares; 2025Q4: 120,181 shares; 2026Q1: 119,211 shares; 2026Q2: 118,926 shares 118,926 $42M 0.58% -285 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: 115,259 shares; 2024Q4: 129,781 shares; 2025Q1: 140,293 shares; 2025Q2: 152,988 shares; 2025Q3: 153,995 shares; 2025Q4: 167,732 shares; 2026Q1: 176,864 shares; 2026Q2: 180,033 shares 180,033 $41.8M 0.58% +3,169 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: 236,183 shares; 2024Q4: 240,740 shares; 2025Q1: 240,188 shares; 2025Q2: 243,962 shares; 2025Q3: 244,538 shares; 2025Q4: 247,520 shares; 2026Q1: 246,569 shares; 2026Q2: 249,324 shares 249,324 $41.3M 0.57% +2,755 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: 281,445 shares; 2024Q4: 279,816 shares; 2025Q1: 288,192 shares; 2025Q2: 295,652 shares; 2025Q3: 282,446 shares; 2025Q4: 290,509 shares; 2026Q1: 290,693 shares; 2026Q2: 291,839 shares 291,839 $39.9M 0.55% +1,146 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: 157,390 shares; 2024Q4: 153,384 shares; 2025Q1: 150,664 shares; 2025Q2: 150,795 shares; 2025Q3: 150,206 shares; 2025Q4: 151,770 shares; 2026Q1: 152,555 shares; 2026Q2: 150,964 shares 150,964 $38.3M 0.53% -1,591 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,898 shares; 2024Q4: 30,635 shares; 2025Q1: 32,744 shares; 2025Q2: 33,997 shares; 2025Q3: 32,127 shares; 2025Q4: 32,935 shares; 2026Q1: 45,531 shares; 2026Q2: 52,980 shares 52,980 $38.3M 0.53% +7,449 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,538 shares; 2024Q4: 24,612 shares; 2025Q1: 23,868 shares; 2025Q2: 23,653 shares; 2025Q3: 77,909 shares; 2025Q4: 107,868 shares; 2026Q1: 126,273 shares; 2026Q2: 134,858 shares 134,858 $37.6M 0.52% +8,585 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: 455,319 shares; 2024Q4: 457,023 shares; 2025Q1: 456,259 shares; 2025Q2: 457,179 shares; 2025Q3: 454,936 shares; 2025Q4: 457,958 shares; 2026Q1: 458,426 shares; 2026Q2: 458,963 shares 458,963 $37.3M 0.52% +537 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: 223,414 shares; 2024Q4: 225,675 shares; 2025Q1: 246,937 shares; 2025Q2: 259,843 shares; 2025Q3: 261,107 shares; 2025Q4: 263,571 shares; 2026Q1: 259,102 shares; 2026Q2: 262,946 shares 262,946 $36.8M 0.51% +3,844 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: 129,582 shares; 2024Q4: 129,664 shares; 2025Q1: 132,567 shares; 2025Q2: 136,338 shares; 2025Q3: 134,846 shares; 2025Q4: 132,850 shares; 2026Q1: 136,268 shares; 2026Q2: 134,738 shares 134,738 $36.6M 0.51% -1,530 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: 140,295 shares; 2024Q4: 139,404 shares; 2025Q1: 143,072 shares; 2025Q2: 144,252 shares; 2025Q3: 141,379 shares; 2025Q4: 142,126 shares; 2026Q1: 142,760 shares; 2026Q2: 141,710 shares 141,710 $33.7M 0.47% -1,050 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: 3,730 shares; 2024Q4: 3,448 shares; 2025Q1: 3,101 shares; 2025Q2: 3,249 shares; 2025Q3: 3,307 shares; 2025Q4: 59,674 shares; 2026Q1: 83,905 shares; 2026Q2: 91,724 shares 91,724 $31.6M 0.44% +7,819 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: 126,748 shares; 2024Q4: 127,062 shares; 2025Q1: 126,778 shares; 2025Q2: 105,481 shares; 2025Q3: 96,971 shares; 2025Q4: 90,761 shares; 2026Q1: 109,596 shares; 2026Q2: 113,110 shares 113,110 $30.6M 0.42% +3,514 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,626 shares; 2024Q4: 30,998 shares; 2025Q1: 53,367 shares; 2025Q2: 55,382 shares; 2025Q3: 60,041 shares; 2025Q4: 130,662 shares; 2026Q1: 263,159 shares; 2026Q2: 285,927 shares 285,927 $30.4M 0.42% +22,768 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,370 shares; 2024Q4: 53,481 shares; 2025Q1: 54,177 shares; 2025Q2: 57,570 shares; 2025Q3: 57,329 shares; 2025Q4: 58,071 shares; 2026Q1: 58,931 shares; 2026Q2: 59,220 shares 59,220 $30.2M 0.42% +289 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,040 shares; 2024Q4: 187,344 shares; 2025Q1: 192,203 shares; 2025Q2: 190,355 shares; 2025Q3: 314,315 shares; 2025Q4: 319,813 shares; 2026Q1: 337,553 shares; 2026Q2: 347,049 shares 347,049 $28.5M 0.39% +9,496 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: 88,041 shares; 2024Q4: 87,447 shares; 2025Q1: 88,229 shares; 2025Q2: 88,887 shares; 2025Q3: 89,018 shares; 2025Q4: 88,378 shares; 2026Q1: 88,539 shares; 2026Q2: 348,997 shares 348,997 $28.1M 0.39% +260,458 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,953 shares; 2024Q4: 110,879 shares; 2025Q1: 81,274 shares; 2025Q2: 83,367 shares; 2025Q3: 83,121 shares; 2025Q4: 81,528 shares; 2026Q1: 82,009 shares; 2026Q2: 81,697 shares 81,697 $28M 0.39% -312 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: 2,145 shares; 2024Q4: 2,121 shares; 2025Q1: 2,155 shares; 2025Q2: 70,309 shares; 2025Q3: 76,646 shares; 2025Q4: 82,097 shares; 2026Q1: 94,609 shares; 2026Q2: 99,492 shares 99,492 $28M 0.39% +4,883 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: 344,406 shares; 2024Q4: 348,987 shares; 2025Q1: 353,010 shares; 2025Q2: 353,131 shares; 2025Q3: 352,999 shares; 2025Q4: 352,104 shares; 2026Q1: 357,460 shares; 2026Q2: 361,251 shares 361,251 $27.9M 0.39% +3,791 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: 226,370 shares; 2024Q4: 232,452 shares; 2025Q1: 259,523 shares; 2025Q2: 285,444 shares; 2025Q3: 285,274 shares; 2025Q4: 290,074 shares; 2026Q1: 302,900 shares; 2026Q2: 311,567 shares 311,567 $27.3M 0.38% +8,667 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,424 shares; 2024Q4: 5,061 shares; 2025Q1: 5,042 shares; 2025Q2: 225,985 shares; 2025Q3: 245,711 shares; 2025Q4: 254,153 shares; 2026Q1: 274,125 shares; 2026Q2: 289,552 shares 289,552 $27.1M 0.38% +15,427 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,927 shares; 2024Q4: 46,477 shares; 2025Q1: 48,337 shares; 2025Q2: 52,816 shares; 2025Q3: 51,732 shares; 2025Q4: 52,850 shares; 2026Q1: 53,115 shares; 2026Q2: 76,472 shares 76,472 $27M 0.37% +23,357 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: 68,727 shares; 2024Q4: 68,195 shares; 2025Q1: 69,460 shares; 2025Q2: 90,668 shares; 2025Q3: 89,752 shares; 2025Q4: 88,586 shares; 2026Q1: 88,617 shares; 2026Q2: 87,170 shares 87,170 $26.4M 0.37% -1,447 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: 154,735 shares; 2024Q4: 158,925 shares; 2025Q1: 160,492 shares; 2025Q2: 156,566 shares; 2025Q3: 151,857 shares; 2025Q4: 153,081 shares; 2026Q1: 71,668 shares; 2026Q2: 65,957 shares 65,957 $26.2M 0.36% -5,711 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,040 shares; 2024Q4: 88,740 shares; 2025Q1: 84,237 shares; 2025Q2: 82,068 shares; 2025Q3: 79,809 shares; 2025Q4: 74,748 shares; 2026Q1: 74,224 shares; 2026Q2: 73,959 shares 73,959 $25.4M 0.35% -265 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: 39,532 shares; 2024Q4: 39,345 shares; 2025Q1: 38,851 shares; 2025Q2: 38,846 shares; 2025Q3: 38,605 shares; 2025Q4: 39,801 shares; 2026Q1: 39,534 shares; 2026Q2: 39,497 shares 39,497 $25.1M 0.35% -37 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: 164,200 shares; 2024Q4: 163,605 shares; 2025Q1: 176,499 shares; 2025Q2: 183,858 shares; 2025Q3: 187,726 shares; 2025Q4: 189,474 shares; 2026Q1: 192,157 shares; 2026Q2: 195,795 shares 195,795 $24.7M 0.34% +3,638 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: 84,922 shares; 2024Q4: 84,541 shares; 2025Q1: 84,190 shares; 2025Q2: 82,487 shares; 2025Q3: 81,489 shares; 2025Q4: 81,413 shares; 2026Q1: 81,462 shares; 2026Q2: 81,483 shares 81,483 $24.5M 0.34% +21 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: 120,827 shares; 2024Q4: 120,821 shares; 2025Q1: 121,909 shares; 2025Q2: 122,020 shares; 2025Q3: 121,908 shares; 2025Q4: 120,913 shares; 2026Q1: 120,689 shares; 2026Q2: 122,442 shares 122,442 $23.2M 0.32% +1,753 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: 217,467 shares; 2024Q4: 219,983 shares; 2025Q1: 110,510 shares; 2025Q2: 80,667 shares; 2025Q3: 67,886 shares; 2025Q4: 62,096 shares; 2026Q1: 58,273 shares; 2026Q2: 161,869 shares 161,869 $23.2M 0.32% +103,596 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: 446,662 shares; 2024Q4: 438,838 shares; 2025Q1: 430,033 shares; 2025Q2: 424,014 shares; 2025Q3: 410,307 shares; 2025Q4: 395,372 shares; 2026Q1: 397,356 shares; 2026Q2: 399,491 shares 399,491 $22.8M 0.31% +2,135 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,676 shares; 2024Q4: 58,753 shares; 2025Q1: 58,349 shares; 2025Q2: 58,936 shares; 2025Q3: 58,930 shares; 2025Q4: 61,319 shares; 2026Q1: 62,244 shares; 2026Q2: 61,476 shares 61,476 $22.7M 0.31% -768 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: 18,130 shares; 2024Q4: 17,305 shares; 2025Q1: 16,822 shares; 2025Q2: 17,129 shares; 2025Q3: 17,410 shares; 2025Q4: 18,028 shares; 2026Q1: 48,695 shares; 2026Q2: 58,746 shares 58,746 $19.9M 0.27% +10,051 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,595 shares; 2024Q4: 125,830 shares; 2025Q1: 124,833 shares; 2025Q2: 119,918 shares; 2025Q3: 123,244 shares; 2025Q4: 125,650 shares; 2026Q1: 127,634 shares; 2026Q2: 130,405 shares 130,405 $19.8M 0.27% +2,771 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,203 shares; 2024Q4: 73,708 shares; 2025Q1: 178,455 shares; 2025Q2: 202,268 shares; 2025Q3: 235,738 shares; 2025Q4: 258,197 shares; 2026Q1: 339,452 shares; 2026Q2: 387,486 shares 387,486 $19.5M 0.27% +48,034 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: 29,158 shares; 2024Q4: 29,254 shares; 2025Q1: 28,507 shares; 2025Q2: 27,548 shares; 2025Q3: 26,721 shares; 2025Q4: 26,856 shares; 2026Q1: 27,651 shares; 2026Q2: 28,069 shares 28,069 $19.3M 0.27% +418 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: 312,171 shares; 2024Q4: 301,670 shares; 2025Q1: 299,021 shares; 2025Q2: 239,326 shares; 2025Q3: 238,562 shares; 2025Q4: 232,613 shares; 2026Q1: 233,746 shares; 2026Q2: 231,163 shares 231,163 $19.1M 0.26% -2,583 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: 208,370 shares; 2024Q4: 209,644 shares; 2025Q1: 213,893 shares; 2025Q2: 213,932 shares; 2025Q3: 216,666 shares; 2025Q4: 219,553 shares; 2026Q1: 226,167 shares; 2026Q2: 228,027 shares 228,027 $18.5M 0.26% +1,860 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485,665 shares; 2024Q4: 573,363 shares; 2025Q1: 598,941 shares; 2025Q2: 643,728 shares; 2025Q3: 708,656 shares; 2025Q4: 741,655 shares; 2026Q1: 739,672 shares; 2026Q2: 754,877 shares 754,877 $18.3M 0.25% +15,205 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,992 shares; 2025Q3: 35,536 shares; 2025Q4: 32,052 shares; 2026Q1: 43,231 shares; 2026Q2: 49,784 shares 49,784 $18.1M 0.25% +6,553 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: 12,331 shares; 2024Q4: 14,214 shares; 2025Q1: 14,604 shares; 2025Q2: 14,985 shares; 2025Q3: 15,939 shares; 2025Q4: 15,939 shares; 2026Q1: 15,873 shares; 2026Q2: 15,859 shares 15,859 $18M 0.25% -14 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,994 shares; 2024Q4: 10,696 shares; 2025Q1: 10,389 shares; 2025Q2: 7,258 shares; 2025Q3: 6,878 shares; 2025Q4: 69,996 shares; 2026Q1: 78,112 shares; 2026Q2: 83,317 shares 83,317 $17.7M 0.25% +5,205 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,093 shares; 2024Q4: 220,270 shares; 2025Q1: 214,230 shares; 2025Q2: 214,275 shares; 2025Q3: 216,599 shares; 2025Q4: 212,206 shares; 2026Q1: 203,449 shares; 2026Q2: 197,613 shares 197,613 $17.7M 0.24% -5,836 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561,339 shares; 2024Q4: 618,756 shares; 2025Q1: 632,666 shares; 2025Q2: 622,087 shares; 2025Q3: 657,888 shares; 2025Q4: 660,350 shares; 2026Q1: 710,955 shares; 2026Q2: 729,084 shares 729,084 $17.7M 0.24% +18,129 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,814 shares; 2024Q4: 63,363 shares; 2025Q1: 69,103 shares; 2025Q2: 77,444 shares; 2025Q3: 100,029 shares; 2025Q4: 106,471 shares; 2026Q1: 84,910 shares; 2026Q2: 57,652 shares 57,652 $17.7M 0.24% -27,258 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,525 shares; 2024Q4: 37,110 shares; 2025Q1: 40,478 shares; 2025Q2: 38,329 shares; 2025Q3: 38,133 shares; 2025Q4: 53,692 shares; 2026Q1: 53,416 shares; 2026Q2: 43,688 shares 43,688 $17.4M 0.24% -9,728 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: 60,542 shares; 2024Q4: 59,100 shares; 2025Q1: 59,958 shares; 2025Q2: 59,801 shares; 2025Q3: 59,787 shares; 2025Q4: 58,314 shares; 2026Q1: 58,168 shares; 2026Q2: 66,555 shares 66,555 $16.4M 0.23% +8,387 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: 41,790 shares; 2024Q4: 41,544 shares; 2025Q1: 39,111 shares; 2025Q2: 39,242 shares; 2025Q3: 39,173 shares; 2025Q4: 38,775 shares; 2026Q1: 38,808 shares; 2026Q2: 39,578 shares 39,578 $16.2M 0.22% +770 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,430 shares; 2024Q4: 90,133 shares; 2025Q1: 94,568 shares; 2025Q2: 97,166 shares; 2025Q3: 99,848 shares; 2025Q4: 97,856 shares; 2026Q1: 97,742 shares; 2026Q2: 97,742 shares 97,742 $16.1M 0.22% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,421 shares; 2024Q4: 2,430 shares; 2025Q1: 3,518 shares; 2025Q2: 3,897 shares; 2025Q3: 103,427 shares; 2025Q4: 66,443 shares; 2026Q1: 92,359 shares; 2026Q2: 91,519 shares 91,519 $15.3M 0.21% -840 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,280 shares; 2024Q4: 375,097 shares; 2025Q1: 409,236 shares; 2025Q2: 479,654 shares; 2025Q3: 508,868 shares; 2025Q4: 538,628 shares; 2026Q1: 561,467 shares; 2026Q2: 576,746 shares 576,746 $14.6M 0.2% +15,279 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,454 shares; 2024Q4: 501,191 shares; 2025Q1: 501,594 shares; 2025Q2: 501,594 shares; 2025Q3: 504,279 shares; 2025Q4: 503,983 shares; 2026Q1: 503,960 shares; 2026Q2: 503,341 shares 503,341 $13.8M 0.19% -619 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: 7,403 shares; 2024Q4: 7,816 shares; 2025Q1: 8,275 shares; 2025Q2: 137,580 shares; 2025Q3: 137,384 shares; 2025Q4: 138,435 shares; 2026Q1: 143,421 shares; 2026Q2: 149,010 shares 149,010 $13.7M 0.19% +5,589 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: 74,800 shares; 2024Q4: 74,090 shares; 2025Q1: 74,354 shares; 2025Q2: 75,004 shares; 2025Q3: 73,428 shares; 2025Q4: 75,605 shares; 2026Q1: 74,751 shares; 2026Q2: 75,762 shares 75,762 $13.7M 0.19% +1,011 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: 3,866 shares; 2024Q4: 5,552 shares; 2025Q1: 6,949 shares; 2025Q2: 12,475 shares; 2025Q3: 14,773 shares; 2025Q4: 16,460 shares; 2026Q1: 17,375 shares; 2026Q2: 18,371 shares 18,371 $13.2M 0.18% +996 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: not reported; 2025Q1: 13,835 shares; 2025Q2: 13,713 shares; 2025Q3: 13,605 shares; 2025Q4: 13,943 shares; 2026Q1: 13,827 shares; 2026Q2: 13,725 shares 13,725 $13.2M 0.18% -102 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: 8,752 shares; 2024Q4: 9,496 shares; 2025Q1: 9,643 shares; 2025Q2: 11,127 shares; 2025Q3: 12,425 shares; 2025Q4: 13,260 shares; 2026Q1: 13,450 shares; 2026Q2: 14,010 shares 14,010 $13.1M 0.18% +560 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,913 shares; 2024Q4: 214,536 shares; 2025Q1: 217,828 shares; 2025Q2: 197,182 shares; 2025Q3: 199,172 shares; 2025Q4: 194,654 shares; 2026Q1: 193,735 shares; 2026Q2: 192,115 shares 192,115 $12.8M 0.18% -1,620 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: 32,867 shares; 2024Q4: 28,776 shares; 2025Q1: 26,853 shares; 2025Q2: 23,511 shares; 2025Q3: 24,142 shares; 2025Q4: 24,214 shares; 2026Q1: 24,324 shares; 2026Q2: 25,323 shares 25,323 $12.7M 0.18% +999 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: 49,657 shares; 2024Q4: 52,040 shares; 2025Q1: 50,729 shares; 2025Q2: 53,806 shares; 2025Q3: 54,122 shares; 2025Q4: 51,412 shares; 2026Q1: 49,494 shares; 2026Q2: 48,679 shares 48,679 $12.7M 0.18% -815 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: 61,939 shares; 2024Q4: 64,042 shares; 2025Q1: 69,681 shares; 2025Q2: 78,219 shares; 2025Q3: 83,766 shares; 2025Q4: 83,113 shares; 2026Q1: 77,096 shares; 2026Q2: 75,074 shares 75,074 $12.6M 0.17% -2,022 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,258 shares; 2024Q4: 582,958 shares; 2025Q1: 585,323 shares; 2025Q2: 585,323 shares; 2025Q3: 581,481 shares; 2025Q4: 575,122 shares; 2026Q1: 476,212 shares; 2026Q2: 470,354 shares 470,354 $12.5M 0.17% -5,858 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: 10,115 shares; 2024Q4: 10,843 shares; 2025Q1: 14,279 shares; 2025Q2: 19,760 shares; 2025Q3: 23,754 shares; 2025Q4: 25,082 shares; 2026Q1: 26,685 shares; 2026Q2: 28,053 shares 28,053 $12M 0.17% +1,368 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,700 shares; 2024Q4: 162,236 shares; 2025Q1: 195,836 shares; 2025Q2: 277,086 shares; 2025Q3: 331,601 shares; 2025Q4: 371,300 shares; 2026Q1: 495,075 shares; 2026Q2: 510,500 shares 510,500 $11.8M 0.16% +15,425 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: 89,787 shares; 2024Q4: 87,791 shares; 2025Q1: 86,922 shares; 2025Q2: 90,060 shares; 2025Q3: 89,853 shares; 2025Q4: 89,910 shares; 2026Q1: 88,029 shares; 2026Q2: 85,754 shares 85,754 $11.6M 0.16% -2,275 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: 97,753 shares; 2024Q4: 64,341 shares; 2025Q1: 55,766 shares; 2025Q2: 45,142 shares; 2025Q3: 43,637 shares; 2025Q4: 40,290 shares; 2026Q1: 36,709 shares; 2026Q2: 36,527 shares 36,527 $11.5M 0.16% -182 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,673 shares; 2024Q4: 113,035 shares; 2025Q1: 100,678 shares; 2025Q2: 88,383 shares; 2025Q3: 84,390 shares; 2025Q4: 83,696 shares; 2026Q1: 81,871 shares; 2026Q2: 81,978 shares 81,978 $11.4M 0.16% +107 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 16,812 shares; 2025Q1: 34,573 shares; 2025Q2: 38,417 shares; 2025Q3: 40,729 shares; 2025Q4: 34,787 shares; 2026Q1: 25,137 shares; 2026Q2: 21,707 shares 21,707 $11.4M 0.16% -3,430 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: 34,519 shares; 2024Q4: 34,031 shares; 2025Q1: 33,671 shares; 2025Q2: 33,216 shares; 2025Q3: 32,835 shares; 2025Q4: 32,327 shares; 2026Q1: 29,537 shares; 2026Q2: 33,386 shares 33,386 $11.3M 0.16% +3,849 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: 69,387 shares; 2024Q4: 58,054 shares; 2025Q1: 50,484 shares; 2025Q2: 47,575 shares; 2025Q3: 43,679 shares; 2025Q4: 35,034 shares; 2026Q1: 33,859 shares; 2026Q2: 32,714 shares 32,714 $11.1M 0.15% -1,145 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,500 shares; 2024Q4: 66,500 shares; 2025Q1: 131,756 shares; 2025Q2: 194,506 shares; 2025Q3: 252,595 shares; 2025Q4: 322,229 shares; 2026Q1: 480,812 shares; 2026Q2: 506,320 shares 506,320 $11M 0.15% +25,508 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,544 shares; 2024Q4: 357,562 shares; 2025Q1: 176,908 shares; 2025Q2: 150,556 shares; 2025Q3: 134,155 shares; 2025Q4: 131,430 shares; 2026Q1: 126,211 shares; 2026Q2: 121,885 shares 121,885 $11M 0.15% -4,326 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,982 shares; 2024Q4: 70,873 shares; 2025Q1: 84,277 shares; 2025Q2: 86,517 shares; 2025Q3: 58,986 shares; 2025Q4: 53,119 shares; 2026Q1: 69,776 shares; 2026Q2: 72,242 shares 72,242 $10.9M 0.15% +2,466 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,676 shares; 2024Q4: 103,034 shares; 2025Q1: 107,062 shares; 2025Q2: 114,378 shares; 2025Q3: 119,839 shares; 2025Q4: 122,371 shares; 2026Q1: 120,550 shares; 2026Q2: 118,279 shares 118,279 $10.9M 0.15% -2,271 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: 31,085 shares; 2024Q4: 30,084 shares; 2025Q1: 30,353 shares; 2025Q2: 30,381 shares; 2025Q3: 30,672 shares; 2025Q4: 30,251 shares; 2026Q1: 221,332 shares; 2026Q2: 254,089 shares 254,089 $10.8M 0.15% +32,757 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: 1,945 shares; 2024Q4: 3,783 shares; 2025Q1: 3,814 shares; 2025Q2: 4,103 shares; 2025Q3: 4,625 shares; 2025Q4: 4,545 shares; 2026Q1: 4,916 shares; 2026Q2: 5,417 shares 5,417 $10.8M 0.15% +501 Timeline TFLO 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: 23,774 shares; 2025Q3: 105,962 shares; 2025Q4: 113,416 shares; 2026Q1: 213,753 shares; 2026Q2: 212,666 shares 212,666 $10.8M 0.15% -1,087 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: 521,055 shares; 2024Q4: 420,530 shares; 2025Q1: 493,600 shares; 2025Q2: 464,834 shares; 2025Q3: 443,853 shares; 2025Q4: 434,919 shares; 2026Q1: 436,372 shares; 2026Q2: 442,787 shares 442,787 $10.7M 0.15% +6,415 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: 743,784 shares; 2024Q4: 835,866 shares; 2025Q1: 845,263 shares; 2025Q2: 846,550 shares; 2025Q3: 279,207 shares; 2025Q4: 244,244 shares; 2026Q1: 230,939 shares; 2026Q2: 214,903 shares 214,903 $10.2M 0.14% -16,036 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: 298,922 shares; 2024Q4: 287,247 shares; 2025Q1: 281,855 shares; 2025Q2: 242,316 shares; 2025Q3: 233,252 shares; 2025Q4: 92,323 shares; 2026Q1: 81,001 shares; 2026Q2: 75,355 shares 75,355 $9.84M 0.14% -5,646 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,209 shares; 2024Q4: 120,276 shares; 2025Q1: 130,587 shares; 2025Q2: 131,610 shares; 2025Q3: 129,177 shares; 2025Q4: 128,036 shares; 2026Q1: 134,574 shares; 2026Q2: 132,556 shares 132,556 $9.73M 0.13% -2,018 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: 46,227 shares; 2024Q4: 46,177 shares; 2025Q1: 46,177 shares; 2025Q2: 46,277 shares; 2025Q3: 46,467 shares; 2025Q4: 46,574 shares; 2026Q1: 46,440 shares; 2026Q2: 47,420 shares 47,420 $9.16M 0.13% +980 Timeline IBDW 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: 149,764 shares; 2025Q1: 167,136 shares; 2025Q2: 199,136 shares; 2025Q3: 243,276 shares; 2025Q4: 302,427 shares; 2026Q1: 393,227 shares; 2026Q2: 430,124 shares 430,124 $8.96M 0.12% +36,897 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,454 shares; 2024Q4: 21,816 shares; 2025Q1: 22,128 shares; 2025Q2: 22,128 shares; 2025Q3: 22,334 shares; 2025Q4: 44,668 shares; 2026Q1: 44,908 shares; 2026Q2: 45,890 shares 45,890 $8.74M 0.12% +982 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,086 shares; 2024Q4: 29,714 shares; 2025Q1: 65,035 shares; 2025Q2: 69,173 shares; 2025Q3: 67,565 shares; 2025Q4: 81,556 shares; 2026Q1: 130,595 shares; 2026Q2: 172,773 shares 172,773 $8.74M 0.12% +42,178 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386 shares; 2024Q4: 391 shares; 2025Q1: 21,535 shares; 2025Q2: 30,133 shares; 2025Q3: 31,451 shares; 2025Q4: 110,348 shares; 2026Q1: 104,606 shares; 2026Q2: 84,816 shares 84,816 $8.42M 0.12% -19,790 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: 328,692 shares; 2024Q4: 323,957 shares; 2025Q1: 335,214 shares; 2025Q2: 341,767 shares; 2025Q3: 136,965 shares; 2025Q4: 124,580 shares; 2026Q1: 113,198 shares; 2026Q2: 101,646 shares 101,646 $8.4M 0.12% -11,552 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,982 shares; 2024Q4: 26,066 shares; 2025Q1: 26,350 shares; 2025Q2: 26,574 shares; 2025Q3: 26,879 shares; 2025Q4: 24,627 shares; 2026Q1: 24,392 shares; 2026Q2: 24,392 shares 24,392 $8.39M 0.12% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,495 shares; 2024Q4: 93,316 shares; 2025Q1: 90,421 shares; 2025Q2: 91,228 shares; 2025Q3: 90,854 shares; 2025Q4: 91,348 shares; 2026Q1: 92,145 shares; 2026Q2: 91,591 shares 91,591 $8.31M 0.11% -554 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: 139,217 shares; 2024Q4: 134,471 shares; 2025Q1: 128,013 shares; 2025Q2: 126,905 shares; 2025Q3: 126,592 shares; 2025Q4: 118,526 shares; 2026Q1: 119,007 shares; 2026Q2: 118,375 shares 118,375 $8.1M 0.11% -632 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,860 shares; 2024Q4: 70,323 shares; 2025Q1: 78,491 shares; 2025Q2: 81,805 shares; 2025Q3: 83,327 shares; 2025Q4: 86,586 shares; 2026Q1: 94,353 shares; 2026Q2: 102,145 shares 102,145 $8.07M 0.11% +7,792 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,797 shares; 2024Q4: 23,280 shares; 2025Q1: 41,562 shares; 2025Q2: 52,434 shares; 2025Q3: 59,443 shares; 2025Q4: 63,380 shares; 2026Q1: 76,229 shares; 2026Q2: 88,816 shares 88,816 $7.34M 0.1% +12,587 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,514 shares; 2024Q4: 47,310 shares; 2025Q1: 49,097 shares; 2025Q2: 48,853 shares; 2025Q3: 47,227 shares; 2025Q4: 46,962 shares; 2026Q1: 46,932 shares; 2026Q2: 46,963 shares 46,963 $7.34M 0.1% +31 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: 4,438 shares; 2024Q4: 4,315 shares; 2025Q1: 4,259 shares; 2025Q2: 4,577 shares; 2025Q3: 4,596 shares; 2025Q4: 8,709 shares; 2026Q1: 8,405 shares; 2026Q2: 9,670 shares 9,670 $7.12M 0.1% +1,265 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,734 shares; 2024Q4: 119,208 shares; 2025Q1: 119,355 shares; 2025Q2: 83,235 shares; 2025Q3: 84,100 shares; 2025Q4: 86,225 shares; 2026Q1: 88,275 shares; 2026Q2: 88,233 shares 88,233 $7.01M 0.1% -42 Timeline AVEM 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: 10,860 shares; 2024Q4: 10,860 shares; 2025Q1: 10,873 shares; 2025Q2: 10,860 shares; 2025Q3: 24,049 shares; 2025Q4: 29,470 shares; 2026Q1: 60,913 shares; 2026Q2: 71,656 shares 71,656 $6.91M 0.1% +10,743 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: 2,452 shares; 2025Q1: 2,661 shares; 2025Q2: 2,505 shares; 2025Q3: 18,520 shares; 2025Q4: 27,534 shares; 2026Q1: 32,804 shares; 2026Q2: 26,484 shares 26,484 $6.91M 0.1% -6,320 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: 10,154 shares; 2024Q4: 11,204 shares; 2025Q1: 11,971 shares; 2025Q2: 11,851 shares; 2025Q3: 12,171 shares; 2025Q4: 12,165 shares; 2026Q1: 12,686 shares; 2026Q2: 13,010 shares 13,010 $6.81M 0.09% +324 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: 16,169 shares; 2024Q4: 15,860 shares; 2025Q1: 15,553 shares; 2025Q2: 15,548 shares; 2025Q3: 15,150 shares; 2025Q4: 15,224 shares; 2026Q1: 14,822 shares; 2026Q2: 14,793 shares 14,793 $6.79M 0.09% -29 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $6.74M 0.09% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,740 shares; 2024Q4: 99,050 shares; 2025Q1: 187,199 shares; 2025Q2: 184,358 shares; 2025Q3: 185,132 shares; 2025Q4: 152,420 shares; 2026Q1: 164,075 shares; 2026Q2: 162,198 shares 162,198 $6.66M 0.09% -1,877 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 35,000 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares; 2025Q4: 42,500 shares; 2026Q1: 42,500 shares; 2026Q2: 42,500 shares 42,500 $6.56M 0.09% 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: 28,389 shares; 2024Q4: 30,868 shares; 2025Q1: 30,874 shares; 2025Q2: 32,556 shares; 2025Q3: 33,659 shares; 2025Q4: 34,674 shares; 2026Q1: 34,713 shares; 2026Q2: 35,376 shares 35,376 $6.54M 0.09% +663 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: 120,134 shares; 2024Q4: 116,693 shares; 2025Q1: 114,280 shares; 2025Q2: 104,328 shares; 2025Q3: 93,687 shares; 2025Q4: 89,994 shares; 2026Q1: 108,296 shares; 2026Q2: 108,109 shares 108,109 $6.53M 0.09% -187 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,480 shares; 2024Q4: 9,192 shares; 2025Q1: 9,545 shares; 2025Q2: 9,772 shares; 2025Q3: 11,586 shares; 2025Q4: 12,037 shares; 2026Q1: 14,337 shares; 2026Q2: 18,649 shares 18,649 $6.36M 0.09% +4,312 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: 324,530 shares; 2024Q4: 322,548 shares; 2025Q1: 178,009 shares; 2025Q2: 114,352 shares; 2025Q3: 99,526 shares; 2025Q4: 74,088 shares; 2026Q1: 66,483 shares; 2026Q2: 62,089 shares 62,089 $6.34M 0.09% -4,394 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: 47,885 shares; 2024Q4: 47,793 shares; 2025Q1: 48,465 shares; 2025Q2: 49,570 shares; 2025Q3: 44,633 shares; 2025Q4: 34,192 shares; 2026Q1: 29,899 shares; 2026Q2: 29,801 shares 29,801 $6.23M 0.09% -98 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,225 shares; 2024Q4: 82,860 shares; 2025Q1: 70,475 shares; 2025Q2: 72,397 shares; 2025Q3: 71,067 shares; 2025Q4: 70,086 shares; 2026Q1: 70,044 shares; 2026Q2: 72,231 shares 72,231 $5.93M 0.08% +2,187 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: 70,059 shares; 2024Q4: 63,903 shares; 2025Q1: 63,781 shares; 2025Q2: 72,719 shares; 2025Q3: 73,233 shares; 2025Q4: 76,906 shares; 2026Q1: 81,909 shares; 2026Q2: 82,092 shares 82,092 $5.91M 0.08% +183 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: 102,531 shares; 2024Q4: 106,780 shares; 2025Q1: 106,425 shares; 2025Q2: 105,606 shares; 2025Q3: 102,386 shares; 2025Q4: 102,129 shares; 2026Q1: 102,463 shares; 2026Q2: 102,223 shares 102,223 $5.89M 0.08% -240 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: 26,383 shares; 2024Q4: 30,903 shares; 2025Q1: 25,261 shares; 2025Q2: 27,350 shares; 2025Q3: 26,855 shares; 2025Q4: 37,959 shares; 2026Q1: 29,454 shares; 2026Q2: 29,520 shares 29,520 $5.83M 0.08% +66 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,533 shares; 2024Q4: 16,807 shares; 2025Q1: 17,271 shares; 2025Q2: 17,253 shares; 2025Q3: 17,939 shares; 2025Q4: 17,787 shares; 2026Q1: 20,777 shares; 2026Q2: 20,914 shares 20,914 $5.77M 0.08% +137 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: 25,838 shares; 2024Q4: 27,804 shares; 2025Q1: 27,112 shares; 2025Q2: 27,454 shares; 2025Q3: 28,533 shares; 2025Q4: 28,675 shares; 2026Q1: 27,736 shares; 2026Q2: 14,048 shares 14,048 $5.72M 0.08% -13,688 Timeline AVDE 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: 10,109 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 23,381 shares; 2025Q4: 28,604 shares; 2026Q1: 53,612 shares; 2026Q2: 64,070 shares 64,070 $5.72M 0.08% +10,458 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: 3,131 shares; 2025Q1: 3,830 shares; 2025Q2: 3,913 shares; 2025Q3: 3,899 shares; 2025Q4: 4,016 shares; 2026Q1: 4,178 shares; 2026Q2: 4,861 shares 4,861 $5.71M 0.08% +683 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,372 shares; 2024Q4: 41,935 shares; 2025Q1: 48,124 shares; 2025Q2: 50,728 shares; 2025Q3: 51,109 shares; 2025Q4: 53,894 shares; 2026Q1: 55,735 shares; 2026Q2: 57,664 shares 57,664 $5.71M 0.08% +1,929 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: 58,197 shares; 2024Q4: 57,643 shares; 2025Q1: 57,244 shares; 2025Q2: 58,300 shares; 2025Q3: 57,465 shares; 2025Q4: 51,646 shares; 2026Q1: 49,225 shares; 2026Q2: 50,048 shares 50,048 $5.38M 0.07% +823 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: 34,385 shares; 2024Q4: 35,175 shares; 2025Q1: 35,122 shares; 2025Q2: 33,370 shares; 2025Q3: 33,314 shares; 2025Q4: 33,419 shares; 2026Q1: 33,333 shares; 2026Q2: 33,134 shares 33,134 $5.36M 0.07% -199 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,064 shares; 2024Q4: 39,857 shares; 2025Q1: 39,892 shares; 2025Q2: 39,892 shares; 2025Q3: 39,520 shares; 2025Q4: 38,560 shares; 2026Q1: 38,172 shares; 2026Q2: 38,002 shares 38,002 $5.21M 0.07% -170 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,727 shares; 2024Q4: 44,724 shares; 2025Q1: 44,740 shares; 2025Q2: 46,074 shares; 2025Q3: 46,074 shares; 2025Q4: 46,126 shares; 2026Q1: 47,278 shares; 2026Q2: 47,274 shares 47,274 $5.12M 0.07% -4 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: 11,536 shares; 2024Q4: 11,750 shares; 2025Q1: 12,559 shares; 2025Q2: 11,935 shares; 2025Q3: 12,262 shares; 2025Q4: 12,316 shares; 2026Q1: 12,923 shares; 2026Q2: 13,634 shares 13,634 $5.1M 0.07% +711 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: 129,281 shares; 2024Q4: 128,315 shares; 2025Q1: 128,554 shares; 2025Q2: 104,642 shares; 2025Q3: 84,762 shares; 2025Q4: 85,783 shares; 2026Q1: 84,168 shares; 2026Q2: 81,890 shares 81,890 $4.89M 0.07% -2,278 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: 109,788 shares; 2024Q4: 110,424 shares; 2025Q1: 115,869 shares; 2025Q2: 119,875 shares; 2025Q3: 121,569 shares; 2025Q4: 116,646 shares; 2026Q1: 47,613 shares; 2026Q2: 36,994 shares 36,994 $4.8M 0.07% -10,619 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: 19,187 shares; 2024Q4: 19,517 shares; 2025Q1: 18,235 shares; 2025Q2: 18,949 shares; 2025Q3: 19,870 shares; 2025Q4: 20,387 shares; 2026Q1: 20,898 shares; 2026Q2: 20,804 shares 20,804 $4.53M 0.06% -94 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,226 shares; 2024Q4: 9,226 shares; 2025Q1: 9,227 shares; 2025Q2: 9,089 shares; 2025Q3: 9,893 shares; 2025Q4: 9,032 shares; 2026Q1: 9,777 shares; 2026Q2: 9,840 shares 9,840 $4.46M 0.06% +63 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: 9,319 shares; 2024Q4: 12,299 shares; 2025Q1: 12,248 shares; 2025Q2: 14,484 shares; 2025Q3: 16,436 shares; 2025Q4: 18,535 shares; 2026Q1: 19,291 shares; 2026Q2: 20,306 shares 20,306 $4.44M 0.06% +1,015 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: 318,079 shares; 2024Q4: 312,262 shares; 2025Q1: 308,529 shares; 2025Q2: 303,329 shares; 2025Q3: 142,274 shares; 2025Q4: 79,336 shares; 2026Q1: 62,130 shares; 2026Q2: 52,985 shares 52,985 $4.43M 0.06% -9,145 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,136 shares; 2024Q4: 56,036 shares; 2025Q1: 55,986 shares; 2025Q2: 59,736 shares; 2025Q3: 59,712 shares; 2025Q4: 60,190 shares; 2026Q1: 51,998 shares; 2026Q2: 57,701 shares 57,701 $4.41M 0.06% +5,703 Timeline IBDX 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: 12,134 shares; 2025Q2: 20,534 shares; 2025Q3: 51,086 shares; 2025Q4: 93,263 shares; 2026Q1: 141,063 shares; 2026Q2: 174,361 shares 174,361 $4.39M 0.06% +33,298 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: 68,980 shares; 2024Q4: 65,006 shares; 2025Q1: 69,427 shares; 2025Q2: 64,435 shares; 2025Q3: 55,621 shares; 2025Q4: 33,565 shares; 2026Q1: 30,622 shares; 2026Q2: 31,093 shares 31,093 $4.32M 0.06% +471 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: 5,090 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 21,207 shares; 2025Q3: 20,990 shares; 2025Q4: 21,303 shares; 2026Q1: 21,121 shares; 2026Q2: 21,509 shares 21,509 $4.32M 0.06% +388 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: 10,235 shares; 2024Q4: 11,228 shares; 2025Q1: 9,904 shares; 2025Q2: 10,460 shares; 2025Q3: 11,074 shares; 2025Q4: 11,159 shares; 2026Q1: 11,557 shares; 2026Q2: 12,033 shares 12,033 $4.26M 0.06% +476 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: 21,079 shares; 2024Q4: 21,079 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares; 2025Q3: 17,604 shares; 2025Q4: 17,630 shares; 2026Q1: 17,644 shares; 2026Q2: 16,677 shares 16,677 $4.26M 0.06% -967 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,063 shares; 2025Q1: 4,971 shares; 2025Q2: 5,221 shares; 2025Q3: 5,133 shares; 2025Q4: 4,964 shares; 2026Q1: 4,644 shares; 2026Q2: 4,317 shares 4,317 $4.17M 0.06% -327 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: 31,415 shares; 2024Q4: 32,020 shares; 2025Q1: 30,493 shares; 2025Q2: 40,539 shares; 2025Q3: 40,202 shares; 2025Q4: 38,866 shares; 2026Q1: 40,875 shares; 2026Q2: 29,909 shares 29,909 $4.11M 0.06% -10,966 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: 19,478 shares; 2024Q4: 19,174 shares; 2025Q1: 19,421 shares; 2025Q2: 28,673 shares; 2025Q3: 28,935 shares; 2025Q4: 29,838 shares; 2026Q1: 31,016 shares; 2026Q2: 31,926 shares 31,926 $4.04M 0.06% +910 Timeline AVMV 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: not reported; 2026Q2: 49,076 shares 49,076 $3.95M 0.05% new 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: 15,986 shares; 2024Q4: 15,926 shares; 2025Q1: 16,216 shares; 2025Q2: 20,671 shares; 2025Q3: 20,353 shares; 2025Q4: 20,967 shares; 2026Q1: 21,051 shares; 2026Q2: 15,700 shares 15,700 $3.81M 0.05% -5,351 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: 54,081 shares; 2024Q4: 54,096 shares; 2025Q1: 53,041 shares; 2025Q2: 52,849 shares; 2025Q3: 49,853 shares; 2025Q4: 51,579 shares; 2026Q1: 51,156 shares; 2026Q2: 48,066 shares 48,066 $3.76M 0.05% -3,090 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 10,952 shares; 2025Q4: 13,218 shares; 2026Q1: 14,545 shares; 2026Q2: 15,133 shares 15,133 $3.76M 0.05% +588 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: 47,796 shares; 2024Q4: 49,572 shares; 2025Q1: 51,836 shares; 2025Q2: 15,431 shares; 2025Q3: 11,166 shares; 2025Q4: 10,684 shares; 2026Q1: 8,570 shares; 2026Q2: 8,970 shares 8,970 $3.73M 0.05% +400 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,038 shares; 2024Q4: 14,275 shares; 2025Q1: 14,217 shares; 2025Q2: 14,228 shares; 2025Q3: 14,304 shares; 2025Q4: 13,724 shares; 2026Q1: 13,708 shares; 2026Q2: 13,624 shares 13,624 $3.68M 0.05% -84 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: 7,801 shares; 2024Q4: 7,753 shares; 2025Q1: 7,561 shares; 2025Q2: 7,526 shares; 2025Q3: 7,526 shares; 2025Q4: 7,331 shares; 2026Q1: 7,360 shares; 2026Q2: 29,644 shares 29,644 $3.68M 0.05% +22,284 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: 10,693 shares; 2024Q4: 10,762 shares; 2025Q1: 10,763 shares; 2025Q2: 11,535 shares; 2025Q3: 11,969 shares; 2025Q4: 7,283 shares; 2026Q1: 6,893 shares; 2026Q2: 7,009 shares 7,009 $3.64M 0.05% +116 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: 136,912 shares; 2024Q4: 119,102 shares; 2025Q1: 99,583 shares; 2025Q2: 95,212 shares; 2025Q3: 93,489 shares; 2025Q4: 90,458 shares; 2026Q1: 89,299 shares; 2026Q2: 83,585 shares 83,585 $3.54M 0.05% -5,714 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: 53,116 shares; 2024Q4: 51,495 shares; 2025Q1: 50,343 shares; 2025Q2: 46,521 shares; 2025Q3: 44,597 shares; 2025Q4: 43,053 shares; 2026Q1: 39,844 shares; 2026Q2: 36,742 shares 36,742 $3.54M 0.05% -3,102 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: 41,300 shares; 2024Q4: 40,279 shares; 2025Q1: 39,743 shares; 2025Q2: 78,611 shares; 2025Q3: 79,274 shares; 2025Q4: 71,494 shares; 2026Q1: 74,916 shares; 2026Q2: 73,605 shares 73,605 $3.54M 0.05% -1,311 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: 30,845 shares; 2024Q4: 25,047 shares; 2025Q1: 23,844 shares; 2025Q2: 23,819 shares; 2025Q3: 23,819 shares; 2025Q4: 23,934 shares; 2026Q1: 23,948 shares; 2026Q2: 23,948 shares 23,948 $3.51M 0.05% 0 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: 47,989 shares; 2024Q4: 54,841 shares; 2025Q1: 91,772 shares; 2025Q2: 126,841 shares; 2025Q3: 119,026 shares; 2025Q4: 97,498 shares; 2026Q1: 28,956 shares; 2026Q2: 22,379 shares 22,379 $3.51M 0.05% -6,577 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,165 shares; 2024Q4: 24,621 shares; 2025Q1: 16,211 shares; 2025Q2: 13,700 shares; 2025Q3: 13,666 shares; 2025Q4: 17,120 shares; 2026Q1: 15,060 shares; 2026Q2: 13,587 shares 13,587 $3.43M 0.05% -1,473 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: 39,239 shares; 2024Q4: 38,192 shares; 2025Q1: 38,333 shares; 2025Q2: 37,286 shares; 2025Q3: 37,286 shares; 2025Q4: 37,544 shares; 2026Q1: 37,158 shares; 2026Q2: 39,743 shares 39,743 $3.36M 0.05% +2,585 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,738 shares; 2024Q4: 6,890 shares; 2025Q1: 6,920 shares; 2025Q2: 7,076 shares; 2025Q3: 6,981 shares; 2025Q4: 7,005 shares; 2026Q1: 6,995 shares; 2026Q2: 6,751 shares 6,751 $3.35M 0.05% -244 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: 8,437 shares; 2024Q4: 7,337 shares; 2025Q1: 7,340 shares; 2025Q2: 7,337 shares; 2025Q3: 7,337 shares; 2025Q4: 7,337 shares; 2026Q1: 10,091 shares; 2026Q2: 8,921 shares 8,921 $3.35M 0.05% -1,170 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: 20,060 shares; 2024Q4: 18,408 shares; 2025Q1: 14,198 shares; 2025Q2: 115,283 shares; 2025Q3: 140,090 shares; 2025Q4: 70,005 shares; 2026Q1: 38,800 shares; 2026Q2: 34,739 shares 34,739 $3.32M 0.05% -4,061 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: 58,080 shares; 2024Q4: 57,664 shares; 2025Q1: 56,924 shares; 2025Q2: 59,962 shares; 2025Q3: 59,088 shares; 2025Q4: 58,603 shares; 2026Q1: 57,722 shares; 2026Q2: 57,311 shares 57,311 $3.31M 0.05% -411 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: 2,621 shares; 2024Q4: 2,545 shares; 2025Q1: 3,114 shares; 2025Q2: 3,205 shares; 2025Q3: 3,399 shares; 2025Q4: 3,253 shares; 2026Q1: 3,343 shares; 2026Q2: 3,271 shares 3,271 $3.2M 0.04% -72 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: 30,056 shares; 2024Q4: 29,654 shares; 2025Q1: 29,427 shares; 2025Q2: 29,426 shares; 2025Q3: 31,265 shares; 2025Q4: 31,851 shares; 2026Q1: 32,692 shares; 2026Q2: 33,027 shares 33,027 $3.19M 0.04% +335 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,076 shares; 2024Q4: 34,076 shares; 2025Q1: 34,076 shares; 2025Q2: 34,076 shares; 2025Q3: 34,076 shares; 2025Q4: 34,076 shares; 2026Q1: 34,076 shares; 2026Q2: 34,076 shares 34,076 $3.08M 0.04% 0 Timeline AVMC 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: not reported; 2026Q2: 38,225 shares 38,225 $3.07M 0.04% new 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: 16,166 shares; 2024Q4: 15,972 shares; 2025Q1: 15,690 shares; 2025Q2: 15,896 shares; 2025Q3: 15,872 shares; 2025Q4: 15,422 shares; 2026Q1: 14,900 shares; 2026Q2: 13,684 shares 13,684 $3.06M 0.04% -1,216 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,380 shares; 2024Q4: 8,663 shares; 2025Q1: 8,528 shares; 2025Q2: 8,472 shares; 2025Q3: 8,411 shares; 2025Q4: 7,857 shares; 2026Q1: 7,821 shares; 2026Q2: 8,321 shares 8,321 $3.01M 0.04% +500 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: 151 shares; 2024Q4: 83 shares; 2025Q1: 952 shares; 2025Q2: 1,800 shares; 2025Q3: 2,076 shares; 2025Q4: 2,327 shares; 2026Q1: 1,070 shares; 2026Q2: 16,400 shares 16,400 $2.92M 0.04% +15,330 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: 1,710 shares; 2025Q1: 1,655 shares; 2025Q2: 1,640 shares; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares; 2026Q1: 1,599 shares; 2026Q2: 1,454 shares 1,454 $2.84M 0.04% -145 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: 3,252 shares; 2024Q4: 3,219 shares; 2025Q1: 3,202 shares; 2025Q2: 3,936 shares; 2025Q3: 3,783 shares; 2025Q4: 3,913 shares; 2026Q1: 3,968 shares; 2026Q2: 3,981 shares 3,981 $2.84M 0.04% +13 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: 10,587 shares; 2024Q4: 10,199 shares; 2025Q1: 10,238 shares; 2025Q2: 9,555 shares; 2025Q3: 9,149 shares; 2025Q4: 9,201 shares; 2026Q1: 9,120 shares; 2026Q2: 9,047 shares 9,047 $2.83M 0.04% -73 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: 25,877 shares; 2024Q4: 27,065 shares; 2025Q1: 26,373 shares; 2025Q2: 26,513 shares; 2025Q3: 26,448 shares; 2025Q4: 26,422 shares; 2026Q1: 23,676 shares; 2026Q2: 23,772 shares 23,772 $2.8M 0.04% +96 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 3,071 shares; 2025Q1: 3,515 shares; 2025Q2: 3,978 shares; 2025Q3: 3,968 shares; 2025Q4: 3,971 shares; 2026Q1: 3,968 shares; 2026Q2: 4,404 shares 4,404 $2.75M 0.04% +436 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: 113,626 shares; 2024Q4: 98,847 shares; 2025Q1: 97,321 shares; 2025Q2: 128,730 shares; 2025Q3: 124,046 shares; 2025Q4: 119,997 shares; 2026Q1: 127,338 shares; 2026Q2: 130,595 shares 130,595 $2.7M 0.04% +3,257 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,347 shares; 2024Q4: 18,934 shares; 2025Q1: 18,339 shares; 2025Q2: 18,820 shares; 2025Q3: 18,581 shares; 2025Q4: 17,469 shares; 2026Q1: 16,881 shares; 2026Q2: 16,861 shares 16,861 $2.7M 0.04% -20 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,761 shares; 2024Q4: 11,460 shares; 2025Q1: 9,098 shares; 2025Q2: 31,181 shares; 2025Q3: 32,937 shares; 2025Q4: 26,314 shares; 2026Q1: 34,238 shares; 2026Q2: 30,871 shares 30,871 $2.68M 0.04% -3,367 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,808 shares; 2024Q4: 39,605 shares; 2025Q1: 39,548 shares; 2025Q2: 39,362 shares; 2025Q3: 26,740 shares; 2025Q4: 26,443 shares; 2026Q1: 26,355 shares; 2026Q2: 26,170 shares 26,170 $2.68M 0.04% -185 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: 27,560 shares; 2024Q4: 24,873 shares; 2025Q1: 24,685 shares; 2025Q2: 25,282 shares; 2025Q3: 25,087 shares; 2025Q4: 24,010 shares; 2026Q1: 24,064 shares; 2026Q2: 24,043 shares 24,043 $2.64M 0.04% -21 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 1,231 shares; 2025Q1: 1,425 shares; 2025Q2: 2,047 shares; 2025Q3: 2,521 shares; 2025Q4: 1,488 shares; 2026Q1: 1,610 shares; 2026Q2: 1,981 shares 1,981 $2.64M 0.04% +371 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,673 shares; 2024Q4: 25,861 shares; 2025Q1: 25,184 shares; 2025Q2: 25,565 shares; 2025Q3: 24,487 shares; 2025Q4: 24,487 shares; 2026Q1: 25,290 shares; 2026Q2: 25,190 shares 25,190 $2.62M 0.04% -100 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: 14,974 shares; 2024Q4: 14,838 shares; 2025Q1: 15,275 shares; 2025Q2: 15,297 shares; 2025Q3: 15,297 shares; 2025Q4: 15,297 shares; 2026Q1: 12,821 shares; 2026Q2: 14,774 shares 14,774 $2.6M 0.04% +1,953 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,561 shares; 2024Q4: 34,546 shares; 2025Q1: 35,590 shares; 2025Q2: 37,853 shares; 2025Q3: 42,702 shares; 2025Q4: 43,218 shares; 2026Q1: 44,970 shares; 2026Q2: 35,154 shares 35,154 $2.56M 0.04% -9,816 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: 7,452 shares; 2024Q4: 7,548 shares; 2025Q1: 7,534 shares; 2025Q2: 7,584 shares; 2025Q3: 6,189 shares; 2025Q4: 5,904 shares; 2026Q1: 5,586 shares; 2026Q2: 5,343 shares 5,343 $2.55M 0.04% -243 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 2,889 shares; 2025Q1: 2,862 shares; 2025Q2: 2,849 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 3,274 shares; 2026Q2: 3,366 shares 3,366 $2.54M 0.04% +92 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,099 shares; 2024Q4: 17,099 shares; 2025Q1: 16,964 shares; 2025Q2: 18,423 shares; 2025Q3: 18,423 shares; 2025Q4: 18,452 shares; 2026Q1: 19,297 shares; 2026Q2: 19,029 shares 19,029 $2.52M 0.03% -268 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,074 shares; 2024Q4: 62,051 shares; 2025Q1: 59,394 shares; 2025Q2: 60,123 shares; 2025Q3: 58,963 shares; 2025Q4: 55,538 shares; 2026Q1: 47,241 shares; 2026Q2: 47,233 shares 47,233 $2.47M 0.03% -8 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,201 shares; 2024Q4: 3,617 shares; 2025Q1: 3,803 shares; 2025Q2: 3,849 shares; 2025Q3: 4,145 shares; 2025Q4: 4,147 shares; 2026Q1: 4,428 shares; 2026Q2: 28,569 shares 28,569 $2.46M 0.03% +24,141 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,923 shares; 2024Q4: 83,324 shares; 2025Q1: 83,324 shares; 2025Q2: 83,324 shares; 2025Q3: 83,324 shares; 2025Q4: 82,337 shares; 2026Q1: 90,149 shares; 2026Q2: 95,174 shares 95,174 $2.42M 0.03% +5,025 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: 8,460 shares; 2024Q4: 7,984 shares; 2025Q1: 7,947 shares; 2025Q2: 41,787 shares; 2025Q3: 41,836 shares; 2025Q4: 43,314 shares; 2026Q1: 43,014 shares; 2026Q2: 43,045 shares 43,045 $2.33M 0.03% +31 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: 52,868 shares; 2024Q4: 52,105 shares; 2025Q1: 36,518 shares; 2025Q2: 33,037 shares; 2025Q3: 20,192 shares; 2025Q4: 18,297 shares; 2026Q1: 18,493 shares; 2026Q2: 17,072 shares 17,072 $2.31M 0.03% -1,421 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,457 shares; 2024Q4: 18,643 shares; 2025Q1: 18,379 shares; 2025Q2: 18,373 shares; 2025Q3: 18,373 shares; 2025Q4: 18,295 shares; 2026Q1: 18,304 shares; 2026Q2: 18,637 shares 18,637 $2.19M 0.03% +333 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,471 shares; 2024Q4: 8,450 shares; 2025Q1: 16,695 shares; 2025Q2: 16,992 shares; 2025Q3: 16,769 shares; 2025Q4: 18,954 shares; 2026Q1: 21,436 shares; 2026Q2: 30,051 shares 30,051 $2.14M 0.03% +8,615 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 27,680 shares; 2025Q1: 31,455 shares; 2025Q2: 17,180 shares; 2025Q3: 17,180 shares; 2025Q4: 15,830 shares; 2026Q1: 15,830 shares; 2026Q2: 16,780 shares 16,780 $2.08M 0.03% +950 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: 14,768 shares; 2024Q4: 14,216 shares; 2025Q1: 14,051 shares; 2025Q2: 13,791 shares; 2025Q3: 13,932 shares; 2025Q4: 13,899 shares; 2026Q1: 13,474 shares; 2026Q2: 10,662 shares 10,662 $2.03M 0.03% -2,812 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,233 shares; 2024Q4: 19,872 shares; 2025Q1: 19,372 shares; 2025Q2: 19,531 shares; 2025Q3: 19,428 shares; 2025Q4: 19,877 shares; 2026Q1: 22,320 shares; 2026Q2: 20,305 shares 20,305 $2M 0.03% -2,015 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: 6,224 shares; 2024Q4: 5,856 shares; 2025Q1: 5,799 shares; 2025Q2: 5,473 shares; 2025Q3: 5,290 shares; 2025Q4: 5,566 shares; 2026Q1: 5,401 shares; 2026Q2: 6,539 shares 6,539 $1.95M 0.03% +1,138 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,065 shares; 2024Q4: 22,905 shares; 2025Q1: 22,288 shares; 2025Q2: 19,650 shares; 2025Q3: 18,913 shares; 2025Q4: 19,132 shares; 2026Q1: 18,518 shares; 2026Q2: 18,629 shares 18,629 $1.94M 0.03% +111 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,132 shares; 2024Q4: 17,132 shares; 2025Q1: 16,334 shares; 2025Q2: 16,334 shares; 2025Q3: 16,616 shares; 2025Q4: 16,616 shares; 2026Q1: 15,926 shares; 2026Q2: 15,922 shares 15,922 $1.93M 0.03% -4 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,101 shares; 2024Q4: 92,950 shares; 2025Q1: 93,611 shares; 2025Q2: 93,432 shares; 2025Q3: 92,912 shares; 2025Q4: 70,985 shares; 2026Q1: 66,845 shares; 2026Q2: 55,823 shares 55,823 $1.9M 0.03% -11,022 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,082 shares; 2024Q4: 8,370 shares; 2025Q1: 8,070 shares; 2025Q2: 8,609 shares; 2025Q3: 8,605 shares; 2025Q4: 8,300 shares; 2026Q1: 8,304 shares; 2026Q2: 8,300 shares 8,300 $1.86M 0.03% -4 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,289 shares; 2025Q1: 11,289 shares; 2025Q2: 12,384 shares; 2025Q3: 14,913 shares; 2025Q4: 14,913 shares; 2026Q1: 24,824 shares; 2026Q2: 24,097 shares 24,097 $1.82M 0.03% -727 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,869 shares; 2024Q4: 20,869 shares; 2025Q1: 20,737 shares; 2025Q2: 20,749 shares; 2025Q3: 18,082 shares; 2025Q4: 18,300 shares; 2026Q1: 20,150 shares; 2026Q2: 24,365 shares 24,365 $1.82M 0.03% +4,215 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,026 shares; 2024Q4: 14,016 shares; 2025Q1: 15,742 shares; 2025Q2: 15,910 shares; 2025Q3: 15,910 shares; 2025Q4: 16,189 shares; 2026Q1: 19,881 shares; 2026Q2: 19,869 shares 19,869 $1.8M 0.02% -12 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,333 shares; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 6,933 shares; 2025Q4: 7,633 shares; 2026Q1: 37,770 shares; 2026Q2: 37,770 shares 37,770 $1.79M 0.02% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,958 shares; 2024Q4: 11,958 shares; 2025Q1: 11,958 shares; 2025Q2: 11,963 shares; 2025Q3: 11,958 shares; 2025Q4: 11,989 shares; 2026Q1: 11,958 shares; 2026Q2: 11,958 shares 11,958 $1.78M 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: 13,052 shares; 2024Q4: 9,268 shares; 2025Q1: 8,500 shares; 2025Q2: 5,957 shares; 2025Q3: 5,428 shares; 2025Q4: 5,247 shares; 2026Q1: 4,851 shares; 2026Q2: 3,904 shares 3,904 $1.76M 0.02% -947 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,627 shares; 2024Q4: 6,850 shares; 2025Q1: 5,960 shares; 2025Q2: 6,535 shares; 2025Q3: 6,705 shares; 2025Q4: 6,121 shares; 2026Q1: 6,105 shares; 2026Q2: 5,982 shares 5,982 $1.75M 0.02% -123 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,940 shares; 2024Q4: 22,940 shares; 2025Q1: 23,665 shares; 2025Q2: 24,660 shares; 2025Q3: 24,660 shares; 2025Q4: 24,660 shares; 2026Q1: 24,660 shares; 2026Q2: 17,816 shares 17,816 $1.73M 0.02% -6,844 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,184 shares; 2024Q4: 9,184 shares; 2025Q1: 8,424 shares; 2025Q2: 8,259 shares; 2025Q3: 8,014 shares; 2025Q4: 7,984 shares; 2026Q1: 9,516 shares; 2026Q2: 7,570 shares 7,570 $1.72M 0.02% -1,946 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,241 shares; 2024Q4: 28,683 shares; 2025Q1: 28,545 shares; 2025Q2: 27,663 shares; 2025Q3: 25,980 shares; 2025Q4: 27,601 shares; 2026Q1: 25,252 shares; 2026Q2: 23,318 shares 23,318 $1.71M 0.02% -1,934 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,766 shares; 2024Q4: 4,757 shares; 2025Q1: 4,823 shares; 2025Q2: 5,264 shares; 2025Q3: 5,258 shares; 2025Q4: 5,285 shares; 2026Q1: 5,233 shares; 2026Q2: 5,117 shares 5,117 $1.69M 0.02% -116 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 3,950 shares; 2025Q1: 4,036 shares; 2025Q2: 6,351 shares; 2025Q3: 7,606 shares; 2025Q4: 7,526 shares; 2026Q1: 7,532 shares; 2026Q2: 7,482 shares 7,482 $1.67M 0.02% -50 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,508 shares; 2025Q1: 6,829 shares; 2025Q2: 6,829 shares; 2025Q3: 7,119 shares; 2025Q4: 6,546 shares; 2026Q1: 7,120 shares; 2026Q2: 6,970 shares 6,970 $1.58M 0.02% -150 Timeline SPTM 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: 17,861 shares; 2024Q4: 17,861 shares; 2025Q1: 17,861 shares; 2025Q2: 17,861 shares; 2025Q3: 17,293 shares; 2025Q4: 17,293 shares; 2026Q1: 17,293 shares; 2026Q2: 17,293 shares 17,293 $1.57M 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,645 shares; 2024Q4: 14,628 shares; 2025Q1: 14,628 shares; 2025Q2: 14,474 shares; 2025Q3: 13,818 shares; 2025Q4: 13,818 shares; 2026Q1: 13,826 shares; 2026Q2: 13,818 shares 13,818 $1.54M 0.02% -8 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: 4,181 shares; 2024Q4: 4,207 shares; 2025Q1: 3,503 shares; 2025Q2: 3,426 shares; 2025Q3: 3,423 shares; 2025Q4: 3,252 shares; 2026Q1: 2,975 shares; 2026Q2: 3,140 shares 3,140 $1.54M 0.02% +165 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,243 shares; 2024Q4: 9,213 shares; 2025Q1: 9,120 shares; 2025Q2: 9,177 shares; 2025Q3: 9,213 shares; 2025Q4: 9,257 shares; 2026Q1: 9,579 shares; 2026Q2: 10,022 shares 10,022 $1.54M 0.02% +443 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 3,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares; 2026Q1: 1,152 shares; 2026Q2: 1,325 shares 1,325 $1.53M 0.02% +173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,665 shares; 2025Q3: 77,665 shares; 2025Q4: 76,484 shares; 2026Q1: 78,315 shares; 2026Q2: 78,315 shares 78,315 $1.5M 0.02% 0 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: 3,131 shares; 2024Q4: 3,135 shares; 2025Q1: 2,646 shares; 2025Q2: 2,789 shares; 2025Q3: 3,004 shares; 2025Q4: 3,209 shares; 2026Q1: 3,274 shares; 2026Q2: 3,559 shares 3,559 $1.5M 0.02% +285 Timeline IBDY 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: 11,862 shares; 2025Q2: 12,862 shares; 2025Q3: 14,104 shares; 2025Q4: 18,104 shares; 2026Q1: 31,104 shares; 2026Q2: 57,888 shares 57,888 $1.49M 0.02% +26,784 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,126 shares; 2024Q4: 10,978 shares; 2025Q1: 9,317 shares; 2025Q2: 9,214 shares; 2025Q3: 9,368 shares; 2025Q4: 9,368 shares; 2026Q1: 9,314 shares; 2026Q2: 9,224 shares 9,224 $1.46M 0.02% -90 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,875 shares; 2024Q4: 3,851 shares; 2025Q1: 3,802 shares; 2025Q2: 3,787 shares; 2025Q3: 3,742 shares; 2025Q4: 3,810 shares; 2026Q1: 3,838 shares; 2026Q2: 3,957 shares 3,957 $1.46M 0.02% +119 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,093 shares; 2024Q4: 8,093 shares; 2025Q1: 8,093 shares; 2025Q2: 33,648 shares; 2025Q3: 35,373 shares; 2025Q4: 39,624 shares; 2026Q1: 38,972 shares; 2026Q2: 38,972 shares 38,972 $1.43M 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,349 shares; 2024Q4: 4,382 shares; 2025Q1: 4,370 shares; 2025Q2: 4,625 shares; 2025Q3: 4,611 shares; 2025Q4: 4,623 shares; 2026Q1: 4,537 shares; 2026Q2: 4,484 shares 4,484 $1.41M 0.02% -53 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: 11,592 shares; 2024Q4: 11,592 shares; 2025Q1: 11,592 shares; 2025Q2: 11,957 shares; 2025Q3: 11,561 shares; 2025Q4: 11,625 shares; 2026Q1: 11,557 shares; 2026Q2: 14,643 shares 14,643 $1.4M 0.02% +3,086 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,838 shares; 2024Q4: 58,838 shares; 2025Q1: 58,838 shares; 2025Q2: 58,838 shares; 2025Q3: 57,854 shares; 2025Q4: 55,495 shares; 2026Q1: 54,497 shares; 2026Q2: 54,497 shares 54,497 $1.4M 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,005 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,016 shares; 2026Q2: 11,016 shares 11,016 $1.39M 0.02% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,149 shares; 2024Q4: 32,113 shares; 2025Q1: 31,097 shares; 2025Q2: 32,862 shares; 2025Q3: 31,695 shares; 2025Q4: 30,253 shares; 2026Q1: 30,050 shares; 2026Q2: 30,062 shares 30,062 $1.37M 0.02% +12 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: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 5,609 shares; 2025Q2: 5,508 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 6,719 shares; 2026Q2: 6,217 shares 6,217 $1.36M 0.02% -502 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: not reported; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,713 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares; 2026Q1: 6,001 shares; 2026Q2: 6,001 shares 6,001 $1.36M 0.02% 0 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: 56,272 shares; 2024Q4: 54,437 shares; 2025Q1: 52,623 shares; 2025Q2: 53,162 shares; 2025Q3: 52,717 shares; 2025Q4: 30,227 shares; 2026Q1: 30,069 shares; 2026Q2: 29,240 shares 29,240 $1.36M 0.02% -829 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: 3,870 shares; 2024Q4: 3,844 shares; 2025Q1: 49,063 shares; 2025Q2: 56,847 shares; 2025Q3: 59,107 shares; 2025Q4: 40,459 shares; 2026Q1: 18,795 shares; 2026Q2: 10,768 shares 10,768 $1.34M 0.02% -8,027 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,424 shares; 2024Q4: 19,323 shares; 2025Q1: 18,235 shares; 2025Q2: 17,723 shares; 2025Q3: 24,298 shares; 2025Q4: 24,604 shares; 2026Q1: 26,721 shares; 2026Q2: 24,944 shares 24,944 $1.34M 0.02% -1,777 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: 6,264 shares; 2024Q4: 6,048 shares; 2025Q1: 3,799 shares; 2025Q2: 5,598 shares; 2025Q3: 5,487 shares; 2025Q4: 5,365 shares; 2026Q1: 4,648 shares; 2026Q2: 5,188 shares 5,188 $1.33M 0.02% +540 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: 8,630 shares; 2024Q4: 9,168 shares; 2025Q1: 8,720 shares; 2025Q2: 8,949 shares; 2025Q3: 8,235 shares; 2025Q4: 7,755 shares; 2026Q1: 7,589 shares; 2026Q2: 7,790 shares 7,790 $1.32M 0.02% +201 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,682 shares; 2024Q4: 7,682 shares; 2025Q1: 7,682 shares; 2025Q2: 7,402 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $1.3M 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,790 shares; 2024Q4: 18,790 shares; 2025Q1: 16,362 shares; 2025Q2: 16,622 shares; 2025Q3: 16,362 shares; 2025Q4: 16,681 shares; 2026Q1: 16,194 shares; 2026Q2: 16,661 shares 16,661 $1.29M 0.02% +467 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,851 shares; 2024Q4: 17,851 shares; 2025Q1: 17,851 shares; 2025Q2: 27,750 shares; 2025Q3: 27,750 shares; 2025Q4: 27,750 shares; 2026Q1: 27,750 shares; 2026Q2: 27,750 shares 27,750 $1.28M 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,778 shares; 2024Q4: 7,962 shares; 2025Q1: 7,780 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares; 2026Q1: 7,755 shares; 2026Q2: 7,760 shares 7,760 $1.28M 0.02% +5 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: 5,993 shares; 2024Q4: 10,184 shares; 2025Q1: 7,612 shares; 2025Q2: 7,657 shares; 2025Q3: 7,589 shares; 2025Q4: 7,608 shares; 2026Q1: 7,659 shares; 2026Q2: 7,579 shares 7,579 $1.23M 0.02% -80 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: 15,913 shares; 2024Q4: 34,393 shares; 2025Q1: 38,925 shares; 2025Q2: 42,563 shares; 2025Q3: 11,536 shares; 2025Q4: 7,408 shares; 2026Q1: 6,705 shares; 2026Q2: 5,923 shares 5,923 $1.21M 0.02% -782 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,833 shares; 2024Q4: 83,290 shares; 2025Q1: 85,285 shares; 2025Q2: 24,794 shares; 2025Q3: 19,522 shares; 2025Q4: 15,592 shares; 2026Q1: 12,923 shares; 2026Q2: 10,413 shares 10,413 $1.2M 0.02% -2,510 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,773 shares; 2025Q3: 2,793 shares; 2025Q4: 2,858 shares; 2026Q1: 2,792 shares; 2026Q2: 2,792 shares 2,792 $1.19M 0.02% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,669 shares; 2024Q4: 12,294 shares; 2025Q1: 12,294 shares; 2025Q2: 12,396 shares; 2025Q3: 12,394 shares; 2025Q4: 10,594 shares; 2026Q1: 5,693 shares; 2026Q2: 9,442 shares 9,442 $1.19M 0.02% +3,749 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: 5,057 shares; 2024Q4: 12,566 shares; 2025Q1: 14,162 shares; 2025Q2: 14,007 shares; 2025Q3: 13,555 shares; 2025Q4: 13,051 shares; 2026Q1: 12,821 shares; 2026Q2: 8,606 shares 8,606 $1.18M 0.02% -4,215 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: 1,543 shares; 2024Q4: 1,542 shares; 2025Q1: 1,624 shares; 2025Q2: 1,644 shares; 2025Q3: 1,623 shares; 2025Q4: 16,736 shares; 2026Q1: 16,330 shares; 2026Q2: 15,777 shares 15,777 $1.13M 0.02% -553 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 4,989 shares; 2025Q2: 5,409 shares; 2025Q3: 5,659 shares; 2025Q4: 5,659 shares; 2026Q1: 5,662 shares; 2026Q2: 6,059 shares 6,059 $1.12M 0.02% +397 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,733 shares; 2025Q1: 2,742 shares; 2025Q2: 2,738 shares; 2025Q3: 2,782 shares; 2025Q4: 2,988 shares; 2026Q1: 2,990 shares; 2026Q2: 2,993 shares 2,993 $1.11M 0.02% +3 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: 3,261 shares; 2024Q4: 3,150 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,757 shares; 2025Q4: 2,752 shares; 2026Q1: 2,752 shares; 2026Q2: 2,742 shares 2,742 $1.08M 0.01% -10 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,137 shares; 2024Q4: 13,948 shares; 2025Q1: 13,272 shares; 2025Q2: 13,272 shares; 2025Q3: 13,272 shares; 2025Q4: 13,272 shares; 2026Q1: 12,674 shares; 2026Q2: 12,928 shares 12,928 $1.06M 0.01% +254 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,649 shares; 2024Q4: 4,149 shares; 2025Q1: 4,149 shares; 2025Q2: 4,412 shares; 2025Q3: 4,409 shares; 2025Q4: 4,409 shares; 2026Q1: 4,409 shares; 2026Q2: 4,409 shares 4,409 $1.06M 0.01% 0 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: 26,259 shares; 2024Q4: 21,436 shares; 2025Q1: 21,782 shares; 2025Q2: 21,759 shares; 2025Q3: 23,185 shares; 2025Q4: 22,208 shares; 2026Q1: 21,303 shares; 2026Q2: 21,286 shares 21,286 $1.06M 0.01% -17 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,400 shares; 2024Q4: 36,400 shares; 2025Q1: 36,400 shares; 2025Q2: 36,400 shares; 2025Q3: 36,400 shares; 2025Q4: 35,413 shares; 2026Q1: 38,429 shares; 2026Q2: 40,929 shares 40,929 $1.05M 0.01% +2,500 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,558 shares; 2024Q4: 2,599 shares; 2025Q1: 2,439 shares; 2025Q2: 2,441 shares; 2025Q3: 2,578 shares; 2025Q4: 1,573 shares; 2026Q1: 2,508 shares; 2026Q2: 2,506 shares 2,506 $1.04M 0.01% -2 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 11,634 shares; 2025Q2: 11,630 shares; 2025Q3: 11,275 shares; 2025Q4: 11,275 shares; 2026Q1: 11,140 shares; 2026Q2: 11,140 shares 11,140 $1.02M 0.01% 0 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: 7,137 shares; 2024Q4: 6,930 shares; 2025Q1: 6,700 shares; 2025Q2: 7,701 shares; 2025Q3: 6,798 shares; 2025Q4: 6,343 shares; 2026Q1: 6,401 shares; 2026Q2: 6,401 shares 6,401 $1.01M 0.01% 0 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: 5,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 15,540 shares; 2025Q4: 17,845 shares; 2026Q1: 17,333 shares; 2026Q2: 16,361 shares 16,361 $1.01M 0.01% -972 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 781 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $1.01M 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,822 shares; 2024Q4: 6,764 shares; 2025Q1: 6,656 shares; 2025Q2: 7,021 shares; 2025Q3: 6,902 shares; 2025Q4: 6,682 shares; 2026Q1: 6,482 shares; 2026Q2: 6,447 shares 6,447 $1.01M 0.01% -35 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,387 shares; 2025Q3: 4,195 shares; 2025Q4: 4,235 shares; 2026Q1: 4,200 shares; 2026Q2: 4,196 shares 4,196 $999K 0.01% -4 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 311 shares; 2025Q1: 312 shares; 2025Q2: 322 shares; 2025Q3: 334 shares; 2025Q4: 344 shares; 2026Q1: 352 shares; 2026Q2: 307 shares 307 $981K 0.01% -45 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: 4,578 shares; 2024Q4: 4,739 shares; 2025Q1: 4,334 shares; 2025Q2: 4,463 shares; 2025Q3: 5,760 shares; 2025Q4: 3,864 shares; 2026Q1: 4,967 shares; 2026Q2: 5,554 shares 5,554 $974K 0.01% +587 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,704 shares; 2024Q4: 104,940 shares; 2025Q1: 33,804 shares; 2025Q2: 21,509 shares; 2025Q3: 21,414 shares; 2025Q4: 16,625 shares; 2026Q1: 15,172 shares; 2026Q2: 14,393 shares 14,393 $964K 0.01% -779 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,916 shares; 2025Q3: 6,904 shares; 2025Q4: 8,955 shares; 2026Q1: 8,626 shares; 2026Q2: 8,604 shares 8,604 $952K 0.01% -22 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,581 shares; 2024Q4: 9,360 shares; 2025Q1: 9,397 shares; 2025Q2: 8,145 shares; 2025Q3: 8,295 shares; 2025Q4: 8,295 shares; 2026Q1: 8,759 shares; 2026Q2: 8,828 shares 8,828 $950K 0.01% +69 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: 1,507 shares; 2024Q4: 1,866 shares; 2025Q1: 1,870 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,777 shares; 2026Q1: 1,796 shares; 2026Q2: 1,860 shares 1,860 $947K 0.01% +64 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,453 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares; 2026Q2: 2,590 shares 2,590 $947K 0.01% -38 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,185 shares 1,185 $946K 0.01% +85 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: not reported; 2024Q4: 717 shares; 2025Q1: 702 shares; 2025Q2: 1,055 shares; 2025Q3: 1,052 shares; 2025Q4: 1,231 shares; 2026Q1: 1,109 shares; 2026Q2: 1,226 shares 1,226 $936K 0.01% +117 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,863 shares; 2024Q4: 10,563 shares; 2025Q1: 10,258 shares; 2025Q2: 10,356 shares; 2025Q3: 10,258 shares; 2025Q4: 10,258 shares; 2026Q1: 10,258 shares; 2026Q2: 10,258 shares 10,258 $924K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,926 shares; 2024Q4: 21,608 shares; 2025Q1: 12,769 shares; 2025Q2: 10,085 shares; 2025Q3: 7,554 shares; 2025Q4: 11,063 shares; 2026Q1: 9,456 shares; 2026Q2: 8,584 shares 8,584 $920K 0.01% -872 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,281 shares; 2025Q1: 7,281 shares; 2025Q2: 7,286 shares; 2025Q3: 13,171 shares; 2025Q4: 13,171 shares; 2026Q1: 13,171 shares; 2026Q2: 13,171 shares 13,171 $919K 0.01% 0 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: 4,515 shares; 2024Q4: 4,520 shares; 2025Q1: 6,980 shares; 2025Q2: 7,537 shares; 2025Q3: 7,194 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares; 2026Q2: 7,780 shares 7,780 $914K 0.01% 0 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: 16,833 shares; 2024Q4: 11,074 shares; 2025Q1: 11,726 shares; 2025Q2: 11,691 shares; 2025Q3: 11,672 shares; 2025Q4: 11,650 shares; 2026Q1: 12,446 shares; 2026Q2: 12,504 shares 12,504 $902K 0.01% +58 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,191 shares; 2024Q4: 3,148 shares; 2025Q1: 3,111 shares; 2025Q2: 3,571 shares; 2025Q3: 3,596 shares; 2025Q4: 3,812 shares; 2026Q1: 3,902 shares; 2026Q2: 3,802 shares 3,802 $900K 0.01% -100 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,533 shares; 2024Q4: 9,349 shares; 2025Q1: 9,343 shares; 2025Q2: 9,352 shares; 2025Q3: 9,343 shares; 2025Q4: 10,077 shares; 2026Q1: 10,077 shares; 2026Q2: 10,598 shares 10,598 $898K 0.01% +521 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 3,958 shares; 2025Q1: 3,950 shares; 2025Q2: 3,889 shares; 2025Q3: 3,812 shares; 2025Q4: 3,900 shares; 2026Q1: 3,902 shares; 2026Q2: 3,877 shares 3,877 $880K 0.01% -25 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: 8,791 shares; 2024Q4: 8,791 shares; 2025Q1: 8,879 shares; 2025Q2: 9,516 shares; 2025Q3: 8,879 shares; 2025Q4: 8,879 shares; 2026Q1: 9,822 shares; 2026Q2: 11,566 shares 11,566 $877K 0.01% +1,744 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 890 shares; 2025Q4: 952 shares; 2026Q1: 976 shares; 2026Q2: 1,241 shares 1,241 $873K 0.01% +265 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: 3,642 shares; 2024Q4: 3,652 shares; 2025Q1: 4,282 shares; 2025Q2: 4,252 shares; 2025Q3: 4,397 shares; 2025Q4: 4,466 shares; 2026Q1: 4,084 shares; 2026Q2: 4,085 shares 4,085 $869K 0.01% +1 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 5,408 shares; 2025Q1: 5,033 shares; 2025Q2: 7,214 shares; 2025Q3: 7,192 shares; 2025Q4: 6,762 shares; 2026Q1: 6,975 shares; 2026Q2: 6,909 shares 6,909 $851K 0.01% -66 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $848K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 11,257 shares; 2025Q2: 18,839 shares; 2025Q3: 13,869 shares; 2025Q4: 15,790 shares; 2026Q1: 16,514 shares; 2026Q2: 12,357 shares 12,357 $844K 0.01% -4,157 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: 3,950 shares; 2026Q2: 4,346 shares 4,346 $824K 0.01% +396 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,561 shares; 2024Q4: 12,899 shares; 2025Q1: 12,899 shares; 2025Q2: 17,385 shares; 2025Q3: 17,047 shares; 2025Q4: 17,047 shares; 2026Q1: 13,971 shares; 2026Q2: 13,971 shares 13,971 $813K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,620 shares; 2026Q1: 1,727 shares; 2026Q2: 3,291 shares 3,291 $796K 0.01% +1,564 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: 31,042 shares; 2024Q4: 33,349 shares; 2025Q1: 32,779 shares; 2025Q2: 32,864 shares; 2025Q3: 33,678 shares; 2025Q4: 20,651 shares; 2026Q1: 17,591 shares; 2026Q2: 16,001 shares 16,001 $785K 0.01% -1,590 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,656 shares; 2024Q4: 4,656 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 6,894 shares; 2026Q1: 5,631 shares; 2026Q2: 4,700 shares 4,700 $783K 0.01% -931 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,482 shares 1,482 $774K 0.01% -150 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares; 2026Q1: 6,804 shares; 2026Q2: 6,804 shares 6,804 $770K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares; 2026Q1: 4,347 shares; 2026Q2: 4,664 shares 4,664 $762K 0.01% +317 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: 15,307 shares; 2024Q4: 14,207 shares; 2025Q1: 14,119 shares; 2025Q2: 14,126 shares; 2025Q3: 12,494 shares; 2025Q4: 6,785 shares; 2026Q1: 7,064 shares; 2026Q2: 8,239 shares 8,239 $755K 0.01% +1,175 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: 15,167 shares; 2024Q4: 15,113 shares; 2025Q1: 14,988 shares; 2025Q2: 16,801 shares; 2025Q3: 15,769 shares; 2025Q4: 16,144 shares; 2026Q1: 16,178 shares; 2026Q2: 15,784 shares 15,784 $750K 0.01% -394 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: 3,063 shares; 2024Q4: 3,148 shares; 2025Q1: 3,176 shares; 2025Q2: 3,338 shares; 2025Q3: 3,537 shares; 2025Q4: 3,386 shares; 2026Q1: 3,078 shares; 2026Q2: 3,278 shares 3,278 $731K 0.01% +200 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: 6,501 shares; 2024Q4: 6,616 shares; 2025Q1: 6,782 shares; 2025Q2: 6,251 shares; 2025Q3: 7,160 shares; 2025Q4: 14,320 shares; 2026Q1: 13,942 shares; 2026Q2: 13,556 shares 13,556 $720K 0.01% -386 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,844 shares; 2024Q4: 5,816 shares; 2025Q1: 5,831 shares; 2025Q2: 5,833 shares; 2025Q3: 5,831 shares; 2025Q4: 5,831 shares; 2026Q1: 5,801 shares; 2026Q2: 5,870 shares 5,870 $719K 0.01% +69 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,089 shares; 2024Q4: 8,089 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,060 shares; 2026Q1: 8,060 shares; 2026Q2: 8,000 shares 8,000 $718K 0.01% -60 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: 2,253 shares; 2024Q4: 2,239 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,169 shares; 2026Q1: 2,157 shares; 2026Q2: 2,160 shares 2,160 $714K 0.01% +3 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,802 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 2,022 shares; 2025Q4: 1,860 shares; 2026Q1: 1,730 shares; 2026Q2: 1,770 shares 1,770 $712K 0.01% +40 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: 4,740 shares; 2025Q1: not reported; 2025Q2: 4,775 shares; 2025Q3: 4,808 shares; 2025Q4: 4,882 shares; 2026Q1: 6,059 shares; 2026Q2: 6,081 shares 6,081 $709K 0.01% +22 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,541 shares; 2024Q4: 3,540 shares; 2025Q1: 3,710 shares; 2025Q2: 3,714 shares; 2025Q3: 3,982 shares; 2025Q4: 3,591 shares; 2026Q1: 3,688 shares; 2026Q2: 4,076 shares 4,076 $693K 0.01% +388 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,507 shares 4,507 $681K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 3,043 shares; 2025Q1: 3,070 shares; 2025Q2: 2,597 shares; 2025Q3: 2,396 shares; 2025Q4: 2,173 shares; 2026Q1: 2,063 shares; 2026Q2: 1,934 shares 1,934 $677K 0.01% -129 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 4,693 shares; 2025Q1: 6,485 shares; 2025Q2: 7,522 shares; 2025Q3: 7,514 shares; 2025Q4: 7,528 shares; 2026Q1: 7,476 shares; 2026Q2: 7,601 shares 7,601 $675K 0.01% +125 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 2,569 shares; 2026Q2: 1,831 shares 1,831 $670K 0.01% -738 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: 157,515 shares; 2024Q4: 30,785 shares; 2025Q1: 19,785 shares; 2025Q2: 9,757 shares; 2025Q3: 9,583 shares; 2025Q4: 8,382 shares; 2026Q1: 7,703 shares; 2026Q2: 6,463 shares 6,463 $669K 0.01% -1,240 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: 4,500 shares; 2024Q4: 11,288 shares; 2025Q1: 11,084 shares; 2025Q2: 10,882 shares; 2025Q3: 11,729 shares; 2025Q4: 10,031 shares; 2026Q1: 8,748 shares; 2026Q2: 8,870 shares 8,870 $659K 0.01% +122 Timeline AIPO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,304 shares 19,304 $645K 0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 3,262 shares; 2025Q3: 3,146 shares; 2025Q4: 2,686 shares; 2026Q1: 2,860 shares; 2026Q2: 2,635 shares 2,635 $640K 0.01% -225 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,660 shares; 2024Q4: 5,660 shares; 2025Q1: 5,675 shares; 2025Q2: 7,186 shares; 2025Q3: 6,175 shares; 2025Q4: 5,765 shares; 2026Q1: 5,765 shares; 2026Q2: 5,841 shares 5,841 $639K 0.01% +76 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 10,006 shares; 2025Q2: 10,006 shares; 2025Q3: 10,006 shares; 2025Q4: 15,007 shares; 2026Q1: 15,007 shares; 2026Q2: 15,007 shares 15,007 $639K 0.01% 0 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,037 shares; 2026Q2: 987 shares 987 $632K 0.01% -50 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,502 shares; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,502 shares; 2025Q4: 9,318 shares; 2026Q1: 9,318 shares; 2026Q2: 9,318 shares 9,318 $630K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 3,154 shares; 2025Q1: 2,474 shares; 2025Q2: 2,489 shares; 2025Q3: 3,165 shares; 2025Q4: 3,255 shares; 2026Q1: 3,022 shares; 2026Q2: 2,572 shares 2,572 $615K 0.01% -450 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,895 shares; 2024Q4: 7,924 shares; 2025Q1: 5,472 shares; 2025Q2: 5,323 shares; 2025Q3: 5,323 shares; 2025Q4: 9,020 shares; 2026Q1: 7,099 shares; 2026Q2: 4,817 shares 4,817 $614K 0.01% -2,282 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,721 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,721 shares; 2026Q1: 2,727 shares; 2026Q2: 2,627 shares 2,627 $603K 0.01% -100 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,496 shares; 2024Q4: 5,515 shares; 2025Q1: 5,541 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,426 shares; 2026Q1: 5,426 shares; 2026Q2: 5,426 shares 5,426 $592K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,775 shares; 2026Q2: 3,650 shares 3,650 $592K 0.01% -125 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,265 shares; 2025Q1: 3,374 shares; 2025Q2: 3,375 shares; 2025Q3: 3,315 shares; 2025Q4: 3,283 shares; 2026Q1: 3,365 shares; 2026Q2: 3,247 shares 3,247 $583K 0.01% -118 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,038 shares; 2025Q1: 1,144 shares; 2025Q2: 1,619 shares; 2025Q3: 1,572 shares; 2025Q4: 1,578 shares; 2026Q1: 1,502 shares; 2026Q2: 1,498 shares 1,498 $579K 0.01% -4 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,285 shares; 2024Q4: 12,261 shares; 2025Q1: 12,261 shares; 2025Q2: 12,277 shares; 2025Q3: 12,261 shares; 2025Q4: 12,261 shares; 2026Q1: 12,279 shares; 2026Q2: 12,261 shares 12,261 $571K 0.01% -18 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 15,288 shares; 2025Q1: 14,433 shares; 2025Q2: 19,627 shares; 2025Q3: 21,238 shares; 2025Q4: 21,611 shares; 2026Q1: 27,701 shares; 2026Q2: 17,836 shares 17,836 $564K 0.01% -9,865 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,019 shares; 2024Q4: not reported; 2025Q1: 3,019 shares; 2025Q2: 6,265 shares; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares; 2026Q1: 5,794 shares; 2026Q2: 5,794 shares 5,794 $553K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,288 shares; 2024Q4: 29,863 shares; 2025Q1: 29,997 shares; 2025Q2: 4,957 shares; 2025Q3: 5,807 shares; 2025Q4: 5,807 shares; 2026Q1: 5,807 shares; 2026Q2: 5,807 shares 5,807 $547K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,406 shares; 2024Q4: 17,304 shares; 2025Q1: 16,033 shares; 2025Q2: 16,495 shares; 2025Q3: 16,033 shares; 2025Q4: 15,433 shares; 2026Q1: 14,574 shares; 2026Q2: 14,574 shares 14,574 $539K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,709 shares; 2025Q4: 5,420 shares; 2026Q1: 5,447 shares; 2026Q2: 5,697 shares 5,697 $528K 0.01% +250 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares; 2026Q1: 5,893 shares; 2026Q2: 5,893 shares 5,893 $527K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 1,740 shares 1,740 $525K 0.01% +1,567 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,969 shares 9,969 $522K 0.01% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,984 shares; 2025Q1: 18,984 shares; 2025Q2: 18,984 shares; 2025Q3: 18,984 shares; 2025Q4: 18,984 shares; 2026Q1: 18,984 shares; 2026Q2: 18,984 shares 18,984 $521K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,048 shares; 2024Q4: 9,749 shares; 2025Q1: 9,537 shares; 2025Q2: 9,304 shares; 2025Q3: 9,107 shares; 2025Q4: 8,866 shares; 2026Q1: 9,682 shares; 2026Q2: 7,924 shares 7,924 $508K 0.01% -1,758 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 524 shares; 2025Q4: 529 shares; 2026Q1: 524 shares; 2026Q2: 4,248 shares 4,248 $508K 0.01% +3,724 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares; 2026Q2: 1,212 shares 1,212 $504K 0.01% 0 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: 4,095 shares; 2024Q4: 3,945 shares; 2025Q1: 3,945 shares; 2025Q2: 3,900 shares; 2025Q3: 3,224 shares; 2025Q4: 3,316 shares; 2026Q1: 3,321 shares; 2026Q2: 3,277 shares 3,277 $499K 0.01% -44 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: 4,485 shares; 2024Q4: 7,168 shares; 2025Q1: 8,538 shares; 2025Q2: 8,546 shares; 2025Q3: 9,164 shares; 2025Q4: 6,951 shares; 2026Q1: 4,997 shares; 2026Q2: 6,189 shares 6,189 $497K 0.01% +1,192 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,428 shares; 2024Q4: 6,444 shares; 2025Q1: 9,238 shares; 2025Q2: 9,307 shares; 2025Q3: 9,788 shares; 2025Q4: 9,788 shares; 2026Q1: 9,788 shares; 2026Q2: 9,788 shares 9,788 $495K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,451 shares; 2025Q2: 1,455 shares; 2025Q3: 1,396 shares; 2025Q4: 1,294 shares; 2026Q1: 1,269 shares; 2026Q2: 1,267 shares 1,267 $494K 0.01% -2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,783 shares; 2024Q4: 5,331 shares; 2025Q1: 5,965 shares; 2025Q2: 6,390 shares; 2025Q3: 5,792 shares; 2025Q4: 5,617 shares; 2026Q1: 5,088 shares; 2026Q2: 5,103 shares 5,103 $492K 0.01% +15 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,076 shares; 2025Q3: 22,076 shares; 2025Q4: 22,076 shares; 2026Q1: 22,076 shares; 2026Q2: 22,076 shares 22,076 $491K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,563 shares; 2025Q3: 5,545 shares; 2025Q4: 6,262 shares; 2026Q1: 5,109 shares; 2026Q2: 5,145 shares 5,145 $491K 0.01% +36 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: not reported; 2025Q1: 3,418 shares; 2025Q2: 3,502 shares; 2025Q3: 3,600 shares; 2025Q4: 3,253 shares; 2026Q1: 3,082 shares; 2026Q2: 2,890 shares 2,890 $491K 0.01% -192 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,802 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares 1,670 $489K 0.01% 0 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: 2,772 shares; 2025Q1: 2,529 shares; 2025Q2: 2,135 shares; 2025Q3: 2,552 shares; 2025Q4: 1,976 shares; 2026Q1: 2,442 shares; 2026Q2: 2,417 shares 2,417 $487K 0.01% -25 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,613 shares; 2024Q4: 8,613 shares; 2025Q1: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 8,613 shares; 2026Q1: 15,519 shares; 2026Q2: 19,019 shares 19,019 $483K 0.01% +3,500 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,523 shares; 2024Q4: 7,191 shares; 2025Q1: 6,592 shares; 2025Q2: 6,217 shares; 2025Q3: 5,874 shares; 2025Q4: 5,861 shares; 2026Q1: 5,817 shares; 2026Q2: 5,805 shares 5,805 $478K 0.01% -12 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,490 shares; 2024Q4: 5,263 shares; 2025Q1: 5,087 shares; 2025Q2: 5,095 shares; 2025Q3: 5,086 shares; 2025Q4: 9,136 shares; 2026Q1: 8,573 shares; 2026Q2: 8,611 shares 8,611 $478K 0.01% +38 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,460 shares; 2026Q1: 8,050 shares; 2026Q2: 7,915 shares 7,915 $476K 0.01% -135 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,537 shares; 2024Q4: 173,977 shares; 2025Q1: 202,409 shares; 2025Q2: 208,310 shares; 2025Q3: 207,838 shares; 2025Q4: 201,336 shares; 2026Q1: 15,832 shares; 2026Q2: 10,849 shares 10,849 $468K 0.01% -4,983 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,130 shares; 2024Q4: 3,080 shares; 2025Q1: 3,030 shares; 2025Q2: 2,940 shares; 2025Q3: 2,840 shares; 2025Q4: 2,613 shares; 2026Q1: 2,553 shares; 2026Q2: 2,523 shares 2,523 $464K 0.01% -30 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,771 shares; 2026Q2: 3,771 shares 3,771 $464K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,754 shares; 2024Q4: 43,731 shares; 2025Q1: 41,985 shares; 2025Q2: 29,969 shares; 2025Q3: 28,373 shares; 2025Q4: 24,386 shares; 2026Q1: 20,066 shares; 2026Q2: 19,323 shares 19,323 $456K 0.01% -743 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares; 2026Q2: 5,180 shares 5,180 $455K 0.01% +4,144 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: 2,052 shares; 2024Q4: 2,064 shares; 2025Q1: 2,030 shares; 2025Q2: 2,013 shares; 2025Q3: 1,688 shares; 2025Q4: 1,637 shares; 2026Q1: 2,397 shares; 2026Q2: 2,138 shares 2,138 $450K 0.01% -259 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: 18,758 shares; 2024Q4: 18,758 shares; 2025Q1: 16,703 shares; 2025Q2: 16,730 shares; 2025Q3: 18,558 shares; 2025Q4: 16,703 shares; 2026Q1: 16,735 shares; 2026Q2: 14,879 shares 14,879 $449K 0.01% -1,856 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,893 shares; 2024Q4: 4,986 shares; 2025Q1: 3,670 shares; 2025Q2: 4,060 shares; 2025Q3: 4,055 shares; 2025Q4: 3,571 shares; 2026Q1: 3,254 shares; 2026Q2: 3,382 shares 3,382 $445K 0.01% +128 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,572 shares; 2026Q1: 8,235 shares; 2026Q2: 15,235 shares 15,235 $441K 0.01% +7,000 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $441K 0.01% new 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: 2,221 shares; 2024Q4: 2,211 shares; 2025Q1: 3,646 shares; 2025Q2: 3,465 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,299 shares; 2026Q2: 3,296 shares 3,296 $438K 0.01% -3 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,181 shares 3,181 $431K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 7,416 shares; 2025Q2: 7,024 shares; 2025Q3: 6,973 shares; 2025Q4: 6,680 shares; 2026Q1: 6,016 shares; 2026Q2: 5,923 shares 5,923 $424K 0.01% -93 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $422K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,919 shares; 2024Q4: 4,051 shares; 2025Q1: 5,632 shares; 2025Q2: 5,706 shares; 2025Q3: 5,333 shares; 2025Q4: 3,953 shares; 2026Q1: 4,894 shares; 2026Q2: 4,888 shares 4,888 $421K 0.01% -6 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: 3,120 shares; 2024Q4: 2,978 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,735 shares; 2025Q4: 3,723 shares; 2026Q1: 3,175 shares; 2026Q2: 3,580 shares 3,580 $418K 0.01% +405 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $416K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,229 shares; 2025Q4: not reported; 2026Q1: 4,372 shares; 2026Q2: 5,227 shares 5,227 $412K 0.01% +855 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,486 shares; 2025Q1: 3,676 shares; 2025Q2: 3,576 shares; 2025Q3: 3,628 shares; 2025Q4: 3,646 shares; 2026Q1: 3,646 shares; 2026Q2: 3,606 shares 3,606 $412K 0.01% -40 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: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 6,469 shares; 2025Q2: 6,740 shares; 2025Q3: 7,118 shares; 2025Q4: 7,061 shares; 2026Q1: 5,133 shares; 2026Q2: 4,474 shares 4,474 $411K 0.01% -659 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,099 shares; 2024Q4: 9,688 shares; 2025Q1: 9,020 shares; 2025Q2: 8,897 shares; 2025Q3: 8,882 shares; 2025Q4: 8,537 shares; 2026Q1: 8,537 shares; 2026Q2: 7,869 shares 7,869 $409K 0.01% -668 Timeline IBDZ 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: 12,109 shares; 2025Q2: 12,109 shares; 2025Q3: 12,609 shares; 2025Q4: 12,609 shares; 2026Q1: 13,609 shares; 2026Q2: 15,609 shares 15,609 $407K 0.01% +2,000 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,379 shares; 2024Q4: 19,514 shares; 2025Q1: 9,140 shares; 2025Q2: 8,750 shares; 2025Q3: 6,491 shares; 2025Q4: 7,624 shares; 2026Q1: 6,718 shares; 2026Q2: 5,592 shares 5,592 $406K 0.01% -1,126 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: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,622 shares 1,622 $399K 0.01% +39 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,937 shares; 2024Q4: 7,869 shares; 2025Q1: 7,213 shares; 2025Q2: 7,446 shares; 2025Q3: 7,213 shares; 2025Q4: 7,582 shares; 2026Q1: 7,582 shares; 2026Q2: 7,582 shares 7,582 $397K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,054 shares; 2025Q3: 1,534 shares; 2025Q4: not reported; 2026Q1: 1,955 shares; 2026Q2: 2,245 shares 2,245 $396K 0.01% +290 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares; 2026Q2: 2,647 shares 2,647 $387K 0.01% -7 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,236 shares; 2026Q2: 2,233 shares 2,233 $385K 0.01% -3 Timeline FNDF 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: 7,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 6,179 shares; 2026Q1: 7,244 shares; 2026Q2: 7,244 shares 7,244 $382K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares; 2026Q2: 3,887 shares 3,887 $375K 0.01% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,085 shares 10,085 $371K 0.01% new 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: 944 shares; 2026Q1: 1,238 shares; 2026Q2: 1,674 shares 1,674 $370K 0.01% +436 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,659 shares; 2025Q2: 3,409 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares 3,234 $369K 0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,228 shares; 2025Q3: 14,228 shares; 2025Q4: 14,228 shares; 2026Q1: 14,228 shares; 2026Q2: 14,228 shares 14,228 $369K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,882 shares; 2024Q4: 7,987 shares; 2025Q1: 7,815 shares; 2025Q2: 7,738 shares; 2025Q3: 7,738 shares; 2025Q4: 7,648 shares; 2026Q1: 7,653 shares; 2026Q2: 7,156 shares 7,156 $361K <0.01% -497 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,011 shares 3,011 $359K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,419 shares; 2026Q1: 7,440 shares; 2026Q2: 4,647 shares 4,647 $356K <0.01% -2,793 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: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,446 shares; 2026Q1: 1,445 shares; 2026Q2: 1,487 shares 1,487 $354K <0.01% +42 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,501 shares; 2025Q1: 1,347 shares; 2025Q2: 1,351 shares; 2025Q3: 1,359 shares; 2025Q4: 1,377 shares; 2026Q1: 1,357 shares; 2026Q2: 1,657 shares 1,657 $353K <0.01% +300 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: 46,570 shares; 2024Q4: 45,143 shares; 2025Q1: 45,105 shares; 2025Q2: 30,793 shares; 2025Q3: 29,330 shares; 2025Q4: 25,294 shares; 2026Q1: 25,294 shares; 2026Q2: 15,877 shares 15,877 $348K <0.01% -9,417 Timeline SLYG 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: 3,187 shares; 2024Q4: 3,192 shares; 2025Q1: 3,219 shares; 2025Q2: 3,175 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares 2,923 $348K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,637 shares; 2024Q4: 32,500 shares; 2025Q1: not reported; 2025Q2: 23,200 shares; 2025Q3: 29,022 shares; 2025Q4: 25,055 shares; 2026Q1: 19,525 shares; 2026Q2: 18,200 shares 18,200 $337K <0.01% -1,325 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,835 shares; 2024Q4: 14,335 shares; 2025Q1: 13,675 shares; 2025Q2: 13,475 shares; 2025Q3: 14,120 shares; 2025Q4: 7,770 shares; 2026Q1: 6,189 shares; 2026Q2: 6,089 shares 6,089 $337K <0.01% -100 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,804 shares; 2025Q2: 3,758 shares; 2025Q3: 4,051 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,881 shares 3,881 $335K <0.01% +581 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,618 shares; 2024Q4: 4,939 shares; 2025Q1: 4,708 shares; 2025Q2: 4,558 shares; 2025Q3: 4,557 shares; 2025Q4: 4,443 shares; 2026Q1: 4,323 shares; 2026Q2: 4,335 shares 4,335 $334K <0.01% +12 Timeline IAK 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: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $330K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,574 shares; 2024Q4: 10,386 shares; 2025Q1: 10,386 shares; 2025Q2: 11,216 shares; 2025Q3: 10,386 shares; 2025Q4: 10,398 shares; 2026Q1: 10,386 shares; 2026Q2: 10,411 shares 10,411 $327K <0.01% +25 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,857 shares; 2025Q1: not reported; 2025Q2: 2,558 shares; 2025Q3: 2,657 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $326K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,197 shares; 2024Q4: 20,566 shares; 2025Q1: 20,571 shares; 2025Q2: 21,317 shares; 2025Q3: 30,328 shares; 2025Q4: 6,961 shares; 2026Q1: 6,822 shares; 2026Q2: 6,780 shares 6,780 $325K <0.01% -42 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,391 shares; 2024Q4: 8,391 shares; 2025Q1: 7,109 shares; 2025Q2: 7,109 shares; 2025Q3: 7,109 shares; 2025Q4: 7,109 shares; 2026Q1: 7,141 shares; 2026Q2: 7,680 shares 7,680 $323K <0.01% +539 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: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,039 shares; 2025Q2: 6,039 shares; 2025Q3: 6,039 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,157 shares 8,157 $323K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,292 shares; 2024Q4: 7,859 shares; 2025Q1: 8,577 shares; 2025Q2: 8,588 shares; 2025Q3: 7,639 shares; 2025Q4: 8,120 shares; 2026Q1: 7,441 shares; 2026Q2: 4,434 shares 4,434 $320K <0.01% -3,007 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,683 shares; 2026Q1: 3,733 shares; 2026Q2: 3,733 shares 3,733 $319K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,431 shares; 2024Q4: 7,772 shares; 2025Q1: 9,662 shares; 2025Q2: 9,518 shares; 2025Q3: 9,518 shares; 2025Q4: 9,368 shares; 2026Q1: 9,368 shares; 2026Q2: 9,368 shares 9,368 $317K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,392 shares; 2024Q4: not reported; 2025Q1: 5,392 shares; 2025Q2: 6,978 shares; 2025Q3: 8,724 shares; 2025Q4: 8,274 shares; 2026Q1: 8,292 shares; 2026Q2: 8,274 shares 8,274 $317K <0.01% -18 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 6,100 shares 6,100 $316K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,298 shares; 2025Q3: 1,995 shares; 2025Q4: 1,598 shares; 2026Q1: 1,795 shares; 2026Q2: 1,820 shares 1,820 $316K <0.01% +25 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: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,247 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,326 shares; 2026Q1: 1,308 shares; 2026Q2: 1,533 shares 1,533 $316K <0.01% +225 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $313K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340 shares; 2024Q4: 2,340 shares; 2025Q1: 2,376 shares; 2025Q2: 2,344 shares; 2025Q3: 2,340 shares; 2025Q4: 2,140 shares; 2026Q1: 2,151 shares; 2026Q2: 2,140 shares 2,140 $311K <0.01% -11 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: 6,225 shares; 2024Q4: 6,085 shares; 2025Q1: 6,085 shares; 2025Q2: 6,213 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares; 2026Q1: 5,435 shares; 2026Q2: 5,425 shares 5,425 $311K <0.01% -10 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,085 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,607 shares; 2026Q2: 3,607 shares 3,607 $303K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,053 shares 2,053 $300K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,241 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $299K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 3,429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,640 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,903 shares 3,903 $296K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,834 shares; 2026Q1: 4,834 shares; 2026Q2: 4,834 shares 4,834 $294K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,244 shares; 2026Q1: 3,244 shares; 2026Q2: 3,266 shares 3,266 $287K <0.01% +22 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: 7,002 shares; 2024Q4: 7,056 shares; 2025Q1: 6,577 shares; 2025Q2: 6,166 shares; 2025Q3: 4,691 shares; 2025Q4: 3,509 shares; 2026Q1: 5,393 shares; 2026Q2: 1,753 shares 1,753 $287K <0.01% -3,640 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,691 shares; 2024Q4: 201,628 shares; 2025Q1: 120,761 shares; 2025Q2: 76,200 shares; 2025Q3: 53,904 shares; 2025Q4: 16,824 shares; 2026Q1: 13,784 shares; 2026Q2: 11,574 shares 11,574 $284K <0.01% -2,210 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 4,271 shares; 2026Q1: 3,966 shares; 2026Q2: 3,716 shares 3,716 $284K <0.01% -250 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,419 shares; 2024Q4: 27,392 shares; 2025Q1: 27,239 shares; 2025Q2: 27,173 shares; 2025Q3: 27,149 shares; 2025Q4: 27,159 shares; 2026Q1: 27,122 shares; 2026Q2: 25,059 shares 25,059 $283K <0.01% -2,063 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares; 2026Q2: 3,021 shares 3,021 $277K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 3,693 shares; 2025Q2: 3,734 shares; 2025Q3: 3,434 shares; 2025Q4: 3,344 shares; 2026Q1: 3,314 shares; 2026Q2: 2,914 shares 2,914 $276K <0.01% -400 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: 2,075 shares; 2024Q4: 2,082 shares; 2025Q1: 2,862 shares; 2025Q2: 2,870 shares; 2025Q3: 2,862 shares; 2025Q4: 2,853 shares; 2026Q1: 2,554 shares; 2026Q2: 2,537 shares 2,537 $274K <0.01% -17 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $271K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 6,210 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 5,770 shares; 2026Q1: 5,770 shares; 2026Q2: 5,770 shares 5,770 $271K <0.01% 0 Timeline DFAS 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: 5,872 shares; 2025Q1: 5,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,235 shares 3,235 $266K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,602 shares; 2026Q1: 3,775 shares; 2026Q2: 2,992 shares 2,992 $265K <0.01% -783 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: 3,707 shares; 2024Q4: 3,715 shares; 2025Q1: 3,716 shares; 2025Q2: 3,800 shares; 2025Q3: 3,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,629 shares; 2026Q2: 1,691 shares 1,691 $265K <0.01% +62 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,930 shares; 2026Q2: 22,435 shares 22,435 $265K <0.01% +5,505 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,660 shares 2,660 $265K <0.01% new Timeline IYC 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: 16,417 shares; 2025Q1: 5,316 shares; 2025Q2: 3,158 shares; 2025Q3: 3,068 shares; 2025Q4: 4,704 shares; 2026Q1: 3,870 shares; 2026Q2: 2,608 shares 2,608 $264K <0.01% -1,262 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,613 shares; 2025Q1: 5,017 shares; 2025Q2: 5,705 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $260K <0.01% 0 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: 3,204 shares; 2024Q4: 2,240 shares; 2025Q1: 2,273 shares; 2025Q2: 2,398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 917 shares 917 $257K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 504 shares 504 $255K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 672 shares; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 675 shares 675 $253K <0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,361 shares; 2025Q1: 1,334 shares; 2025Q2: 1,336 shares; 2025Q3: 1,344 shares; 2025Q4: 1,309 shares; 2026Q1: 1,299 shares; 2026Q2: 1,303 shares 1,303 $253K <0.01% +4 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,003 shares; 2024Q4: 1,885 shares; 2025Q1: 1,923 shares; 2025Q2: 2,300 shares; 2025Q3: 2,095 shares; 2025Q4: 1,678 shares; 2026Q1: 1,770 shares; 2026Q2: 1,765 shares 1,765 $248K <0.01% -5 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $245K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,708 shares 1,708 $244K <0.01% new 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: 1,411 shares 1,411 $241K <0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares; 2026Q2: 9,900 shares 9,900 $235K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 4,805 shares; 2026Q2: 4,811 shares 4,811 $233K <0.01% +6 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,753 shares 7,753 $233K <0.01% 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: 9,228 shares; 2024Q4: 9,222 shares; 2025Q1: 9,499 shares; 2025Q2: 9,343 shares; 2025Q3: 8,782 shares; 2025Q4: 9,288 shares; 2026Q1: 8,206 shares; 2026Q2: 8,206 shares 8,206 $231K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,396 shares 1,396 $228K <0.01% -4 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 413 shares; 2025Q4: 412 shares; 2026Q1: 413 shares; 2026Q2: 299 shares 299 $227K <0.01% -114 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 2,017 shares; 2025Q1: 1,750 shares; 2025Q2: 1,253 shares; 2025Q3: 1,250 shares; 2025Q4: 1,120 shares; 2026Q1: 1,090 shares; 2026Q2: 1,088 shares 1,088 $223K <0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: not reported; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $223K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,579 shares; 2025Q1: 1,262 shares; 2025Q2: 1,267 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830 $223K <0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,004 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,274 shares; 2026Q2: 4,024 shares 4,024 $220K <0.01% -1,250 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356 shares 356 $220K <0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $219K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,204 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares; 2026Q2: 6,204 shares 6,204 $219K <0.01% 0 Timeline 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: 3,099 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,042 shares 1,042 $215K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,021 shares; 2026Q2: 2,000 shares 2,000 $214K <0.01% -21 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: 5,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,281 shares; 2026Q2: 2,289 shares 2,289 $214K <0.01% +8 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 2,863 shares 2,863 $213K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,094 shares; 2024Q4: 12,247 shares; 2025Q1: 12,194 shares; 2025Q2: 12,592 shares; 2025Q3: 12,194 shares; 2025Q4: 15,380 shares; 2026Q1: 15,303 shares; 2026Q2: 15,271 shares 15,271 $212K <0.01% -32 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 3,207 shares 3,207 $211K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 3,130 shares; 2025Q2: 3,177 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares; 2026Q1: 2,234 shares; 2026Q2: 2,234 shares 2,234 $211K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,849 shares; 2025Q1: 14,849 shares; 2025Q2: 14,849 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,715 shares; 2026Q2: 2,062 shares 2,062 $211K <0.01% -653 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,181 shares 6,181 $209K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,048 shares; 2024Q4: 10,001 shares; 2025Q1: 12,849 shares; 2025Q2: 12,653 shares; 2025Q3: 12,106 shares; 2025Q4: 16,665 shares; 2026Q1: 22,536 shares; 2026Q2: 12,375 shares 12,375 $208K <0.01% -10,161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares 937 $207K <0.01% new Timeline IJS 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: 1,511 shares 1,511 $207K <0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,216 shares 1,216 $206K <0.01% new Timeline