AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,043 shares; 2024Q4: 145,398 shares; 2025Q1: 138,201 shares; 2025Q2: 148,020 shares; 2025Q3: 146,552 shares; 2025Q4: 146,993 shares; 2026Q1: 141,056 shares; 2026Q2: 139,989 shares 139,989 $40.5M 3.98% -1,067 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: 47,578 shares; 2024Q4: 55,957 shares; 2025Q1: 39,049 shares; 2025Q2: 63,867 shares; 2025Q3: 60,248 shares; 2025Q4: 59,625 shares; 2026Q1: 55,265 shares; 2026Q2: 53,705 shares 53,705 $40.2M 3.95% -1,560 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: 128,513 shares; 2024Q4: 122,669 shares; 2025Q1: 127,973 shares; 2025Q2: 124,566 shares; 2025Q3: 115,231 shares; 2025Q4: 104,940 shares; 2026Q1: 94,191 shares; 2026Q2: 92,008 shares 92,008 $32.9M 3.23% -2,183 Timeline BBEU 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: 293,047 shares; 2024Q4: 315,200 shares; 2025Q1: 329,796 shares; 2025Q2: 350,398 shares; 2025Q3: 362,897 shares; 2025Q4: 378,649 shares; 2026Q1: 382,874 shares; 2026Q2: 379,654 shares 379,654 $29.5M 2.9% -3,220 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: 65,497 shares; 2024Q4: 65,057 shares; 2025Q1: 67,232 shares; 2025Q2: 63,664 shares; 2025Q3: 63,073 shares; 2025Q4: 64,480 shares; 2026Q1: 71,237 shares; 2026Q2: 74,824 shares 74,824 $27.9M 2.74% +3,587 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: 90,934 shares; 2024Q4: 87,479 shares; 2025Q1: 84,872 shares; 2025Q2: 82,186 shares; 2025Q3: 85,273 shares; 2025Q4: 82,035 shares; 2026Q1: 78,875 shares; 2026Q2: 79,928 shares 79,928 $19.1M 1.87% +1,053 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: 128,542 shares; 2024Q4: 159,341 shares; 2025Q1: 166,826 shares; 2025Q2: 175,347 shares; 2025Q3: 182,465 shares; 2025Q4: 192,531 shares; 2026Q1: 191,795 shares; 2026Q2: 183,452 shares 183,452 $18.8M 1.84% -8,343 Timeline DFAX 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: 139,782 shares; 2025Q1: 173,945 shares; 2025Q2: 261,736 shares; 2025Q3: 313,913 shares; 2025Q4: 390,231 shares; 2026Q1: 460,529 shares; 2026Q2: 445,289 shares 445,289 $16.4M 1.61% -15,240 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: 71,830 shares; 2024Q4: 49,288 shares; 2025Q1: 48,757 shares; 2025Q2: 38,989 shares; 2025Q3: 47,153 shares; 2025Q4: 45,956 shares; 2026Q1: 48,490 shares; 2026Q2: 57,594 shares 57,594 $16.2M 1.59% +9,104 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,162 shares; 2024Q4: 152,137 shares; 2025Q1: 156,840 shares; 2025Q2: 163,950 shares; 2025Q3: 165,292 shares; 2025Q4: 177,057 shares; 2026Q1: 182,829 shares; 2026Q2: 190,959 shares 190,959 $15.6M 1.54% +8,130 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: 34,356 shares; 2024Q4: 36,919 shares; 2025Q1: 32,973 shares; 2025Q2: 33,358 shares; 2025Q3: 34,546 shares; 2025Q4: 33,990 shares; 2026Q1: 31,247 shares; 2026Q2: 31,121 shares 31,121 $15.6M 1.53% -126 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,926 shares; 2024Q4: 133,255 shares; 2025Q1: 133,358 shares; 2025Q2: 135,305 shares; 2025Q3: 137,157 shares; 2025Q4: 136,885 shares; 2026Q1: 138,660 shares; 2026Q2: 141,133 shares 141,133 $15M 1.47% +2,473 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: 126,141 shares; 2024Q4: 124,754 shares; 2025Q1: 127,298 shares; 2025Q2: 129,661 shares; 2025Q3: 132,727 shares; 2025Q4: 135,525 shares; 2026Q1: 141,303 shares; 2026Q2: 145,605 shares 145,605 $14.4M 1.41% +4,302 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: 10,912 shares; 2024Q4: 10,813 shares; 2025Q1: 10,649 shares; 2025Q2: 10,496 shares; 2025Q3: 13,169 shares; 2025Q4: 12,425 shares; 2026Q1: 12,014 shares; 2026Q2: 11,650 shares 11,650 $14M 1.37% -364 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: 22,996 shares; 2024Q4: 44,964 shares; 2025Q1: 44,795 shares; 2025Q2: 42,755 shares; 2025Q3: 49,835 shares; 2025Q4: 52,297 shares; 2026Q1: 60,794 shares; 2026Q2: 39,882 shares 39,882 $13.6M 1.33% -20,912 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: 47,478 shares; 2024Q4: 113,948 shares; 2025Q1: 118,719 shares; 2025Q2: 125,320 shares; 2025Q3: 127,788 shares; 2025Q4: 135,456 shares; 2026Q1: 138,323 shares; 2026Q2: 137,758 shares 137,758 $13.1M 1.29% -565 Timeline DFUS 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: 26,143 shares; 2025Q1: 70,729 shares; 2025Q2: 85,782 shares; 2025Q3: 109,004 shares; 2025Q4: 121,997 shares; 2026Q1: 123,909 shares; 2026Q2: 150,832 shares 150,832 $12.4M 1.21% +26,923 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: 50,567 shares; 2024Q4: 46,995 shares; 2025Q1: 55,554 shares; 2025Q2: 47,459 shares; 2025Q3: 36,952 shares; 2025Q4: 35,732 shares; 2026Q1: 31,875 shares; 2026Q2: 32,531 shares 32,531 $12.3M 1.21% +656 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,906 shares; 2025Q1: 60,134 shares; 2025Q2: 82,571 shares; 2025Q3: 99,759 shares; 2025Q4: 128,163 shares; 2026Q1: 130,417 shares; 2026Q2: 139,052 shares 139,052 $11.5M 1.13% +8,635 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: 52,096 shares; 2024Q4: 40,151 shares; 2025Q1: 20,256 shares; 2025Q2: 14,583 shares; 2025Q3: 14,539 shares; 2025Q4: 14,126 shares; 2026Q1: 30,444 shares; 2026Q2: 30,169 shares 30,169 $10.9M 1.07% -275 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: not reported; 2024Q4: 25,870 shares; 2025Q1: 41,544 shares; 2025Q2: 33,455 shares; 2025Q3: 40,061 shares; 2025Q4: 48,705 shares; 2026Q1: 48,115 shares; 2026Q2: 36,522 shares 36,522 $10.9M 1.07% -11,593 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: 44,360 shares; 2024Q4: 43,165 shares; 2025Q1: 40,895 shares; 2025Q2: 41,114 shares; 2025Q3: 39,116 shares; 2025Q4: 38,200 shares; 2026Q1: 33,209 shares; 2026Q2: 31,815 shares 31,815 $10.4M 1.02% -1,394 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: 184,497 shares; 2024Q4: 184,981 shares; 2025Q1: 178,510 shares; 2025Q2: 173,914 shares; 2025Q3: 171,396 shares; 2025Q4: 170,757 shares; 2026Q1: 166,037 shares; 2026Q2: 166,581 shares 166,581 $9.7M 0.95% +544 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: 71,927 shares; 2024Q4: 69,079 shares; 2025Q1: 53,983 shares; 2025Q2: 51,821 shares; 2025Q3: 50,724 shares; 2025Q4: 48,809 shares; 2026Q1: 47,170 shares; 2026Q2: 37,981 shares 37,981 $9.65M 0.95% -9,189 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: 99,743 shares; 2024Q4: 103,081 shares; 2025Q1: 128,414 shares; 2025Q2: 126,822 shares; 2025Q3: 131,070 shares; 2025Q4: 134,291 shares; 2026Q1: 137,494 shares; 2026Q2: 154,433 shares 154,433 $9.39M 0.92% +16,939 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: 25,542 shares; 2024Q4: 27,752 shares; 2025Q1: 27,215 shares; 2025Q2: 26,305 shares; 2025Q3: 24,544 shares; 2025Q4: 23,673 shares; 2026Q1: 23,541 shares; 2026Q2: 24,830 shares 24,830 $9.28M 0.91% +1,289 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: not reported; 2024Q4: not reported; 2025Q1: 4,537 shares; 2025Q2: 9,205 shares; 2025Q3: 13,539 shares; 2025Q4: 15,393 shares; 2026Q1: 15,073 shares; 2026Q2: 21,993 shares 21,993 $9.13M 0.9% +6,920 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: 74,164 shares; 2024Q4: 71,392 shares; 2025Q1: 78,356 shares; 2025Q2: 97,243 shares; 2025Q3: 108,012 shares; 2025Q4: 105,295 shares; 2026Q1: 102,125 shares; 2026Q2: 103,611 shares 103,611 $9.09M 0.89% +1,486 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,119 shares; 2025Q3: 15,061 shares; 2025Q4: 14,795 shares; 2026Q1: 22,013 shares; 2026Q2: 21,632 shares 21,632 $8.99M 0.88% -381 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: not reported; 2024Q4: not reported; 2025Q1: 8,442 shares; 2025Q2: 12,861 shares; 2025Q3: 12,591 shares; 2025Q4: 11,528 shares; 2026Q1: 11,261 shares; 2026Q2: 13,873 shares 13,873 $8.65M 0.85% +2,612 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,134 shares; 2024Q4: 51,826 shares; 2025Q1: 57,736 shares; 2025Q2: 56,464 shares; 2025Q3: 58,059 shares; 2025Q4: 60,549 shares; 2026Q1: 60,385 shares; 2026Q2: 59,507 shares 59,507 $8.27M 0.81% -878 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: not reported; 2024Q4: 29,581 shares; 2025Q1: 77,241 shares; 2025Q2: 89,704 shares; 2025Q3: 114,481 shares; 2025Q4: 113,452 shares; 2026Q1: 98,235 shares; 2026Q2: 69,238 shares 69,238 $8.13M 0.8% -28,997 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: 69,269 shares; 2024Q4: 66,392 shares; 2025Q1: 75,697 shares; 2025Q2: 65,169 shares; 2025Q3: 65,255 shares; 2025Q4: 65,926 shares; 2026Q1: 53,625 shares; 2026Q2: 59,481 shares 59,481 $8.13M 0.8% +5,856 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,390 shares; 2025Q2: 56,956 shares; 2025Q3: 95,381 shares; 2025Q4: 134,996 shares; 2026Q1: 164,372 shares; 2026Q2: 173,049 shares 173,049 $8.11M 0.8% +8,677 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: not reported; 2024Q4: 14,589 shares; 2025Q1: 16,088 shares; 2025Q2: 15,901 shares; 2025Q3: 15,856 shares; 2025Q4: 21,401 shares; 2026Q1: 24,068 shares; 2026Q2: 29,711 shares 29,711 $8.03M 0.79% +5,643 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: 50,010 shares; 2024Q4: 23,056 shares; 2025Q1: 10,882 shares; 2025Q2: 10,373 shares; 2025Q3: 9,956 shares; 2025Q4: 28,014 shares; 2026Q1: 58,974 shares; 2026Q2: 43,258 shares 43,258 $7.99M 0.78% -15,716 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: 2,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,234 shares; 2025Q3: 34,335 shares; 2025Q4: 19,566 shares; 2026Q1: 21,127 shares; 2026Q2: 13,649 shares 13,649 $7.93M 0.78% -7,478 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,799 shares; 2024Q4: 28,552 shares; 2025Q1: 37,437 shares; 2025Q2: 29,858 shares; 2025Q3: 29,590 shares; 2025Q4: 29,403 shares; 2026Q1: 41,598 shares; 2026Q2: 60,061 shares 60,061 $7.57M 0.74% +18,463 Timeline VMBS 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: 23,583 shares; 2024Q4: 59,318 shares; 2025Q1: 80,364 shares; 2025Q2: 82,424 shares; 2025Q3: 83,702 shares; 2025Q4: 148,960 shares; 2026Q1: 155,487 shares; 2026Q2: 160,132 shares 160,132 $7.5M 0.74% +4,645 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,029 shares; 2026Q2: 93,905 shares 93,905 $7.4M 0.73% +11,876 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,396 shares; 2025Q4: 34,690 shares; 2026Q1: 51,083 shares; 2026Q2: 24,178 shares 24,178 $7.2M 0.71% -26,905 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: not reported; 2024Q4: 11,522 shares; 2025Q1: 16,501 shares; 2025Q2: 8,962 shares; 2025Q3: 17,300 shares; 2025Q4: 17,106 shares; 2026Q1: 16,904 shares; 2026Q2: 16,790 shares 16,790 $7.15M 0.7% -114 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 370,624 shares; 2025Q1: 373,168 shares; 2025Q2: 287,046 shares; 2025Q3: 286,885 shares; 2025Q4: 382,176 shares; 2026Q1: 407,441 shares; 2026Q2: 399,740 shares 399,740 $7.09M 0.7% -7,701 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: 74,976 shares; 2024Q4: 72,103 shares; 2025Q1: 79,111 shares; 2025Q2: 63,152 shares; 2025Q3: 58,520 shares; 2025Q4: 55,806 shares; 2026Q1: 41,992 shares; 2026Q2: 33,343 shares 33,343 $6.97M 0.68% -8,649 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: 917 shares; 2024Q4: 23,284 shares; 2025Q1: 21,321 shares; 2025Q2: 17,021 shares; 2025Q3: 18,264 shares; 2025Q4: 22,772 shares; 2026Q1: 19,681 shares; 2026Q2: 19,469 shares 19,469 $6.87M 0.67% -212 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: 57,485 shares; 2024Q4: 86,600 shares; 2025Q1: 87,212 shares; 2025Q2: 88,552 shares; 2025Q3: 89,556 shares; 2025Q4: 67,561 shares; 2026Q1: 70,511 shares; 2026Q2: 72,034 shares 72,034 $6.81M 0.67% +1,523 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: 31,911 shares; 2024Q4: 51,501 shares; 2025Q1: 52,219 shares; 2025Q2: 48,637 shares; 2025Q3: 47,945 shares; 2025Q4: 46,187 shares; 2026Q1: 45,006 shares; 2026Q2: 44,487 shares 44,487 $6.74M 0.66% -519 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: 75,683 shares; 2024Q4: 75,681 shares; 2025Q1: 78,863 shares; 2025Q2: 79,167 shares; 2025Q3: 78,730 shares; 2025Q4: 76,902 shares; 2026Q1: 82,167 shares; 2026Q2: 81,634 shares 81,634 $6.63M 0.65% -533 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: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 6,450 shares; 2025Q3: 12,201 shares; 2025Q4: 11,647 shares; 2026Q1: 8,986 shares; 2026Q2: 10,398 shares 10,398 $6.6M 0.65% +1,412 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: 96,465 shares; 2024Q4: 96,364 shares; 2025Q1: 111,645 shares; 2025Q2: 83,922 shares; 2025Q3: 86,297 shares; 2025Q4: 84,617 shares; 2026Q1: 65,749 shares; 2026Q2: 84,156 shares 84,156 $6.58M 0.65% +18,407 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: 123,267 shares; 2024Q4: 125,848 shares; 2025Q1: 126,000 shares; 2025Q2: 120,710 shares; 2025Q3: 119,039 shares; 2025Q4: 115,882 shares; 2026Q1: 112,829 shares; 2026Q2: 113,044 shares 113,044 $6.44M 0.63% +215 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: not reported; 2024Q4: 6,230 shares; 2025Q1: 12,498 shares; 2025Q2: 13,062 shares; 2025Q3: 13,057 shares; 2025Q4: 13,909 shares; 2026Q1: 13,233 shares; 2026Q2: 11,220 shares 11,220 $6.32M 0.62% -2,013 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: 5,606 shares; 2024Q4: 5,529 shares; 2025Q1: 5,221 shares; 2025Q2: 4,905 shares; 2025Q3: 4,544 shares; 2025Q4: 62,688 shares; 2026Q1: 85,057 shares; 2026Q2: 88,294 shares 88,294 $6.3M 0.62% +3,237 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,972 shares; 2026Q1: 191,789 shares; 2026Q2: 228,987 shares 228,987 $6.27M 0.61% +37,198 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,090 shares; 2026Q1: 102,609 shares; 2026Q2: 125,566 shares 125,566 $6.19M 0.61% +22,957 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,486 shares; 2025Q1: 22,109 shares; 2025Q2: 26,388 shares; 2025Q3: 34,814 shares; 2025Q4: 52,646 shares; 2026Q1: 58,764 shares; 2026Q2: 67,712 shares 67,712 $6.18M 0.61% +8,948 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: 33,749 shares; 2024Q4: 33,094 shares; 2025Q1: 24,253 shares; 2025Q2: 23,850 shares; 2025Q3: 24,247 shares; 2025Q4: 24,248 shares; 2026Q1: 21,579 shares; 2026Q2: 27,925 shares 27,925 $6.17M 0.61% +6,346 Timeline BBCA 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: 47,053 shares; 2024Q4: 44,835 shares; 2025Q1: 45,533 shares; 2025Q2: 46,578 shares; 2025Q3: 49,575 shares; 2025Q4: 53,438 shares; 2026Q1: 58,465 shares; 2026Q2: 61,784 shares 61,784 $6.14M 0.6% +3,319 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,765 shares; 2024Q4: 233,525 shares; 2025Q1: 377,031 shares; 2025Q2: 314,305 shares; 2025Q3: 370,436 shares; 2025Q4: 322,480 shares; 2026Q1: 180,398 shares; 2026Q2: 181,230 shares 181,230 $6.14M 0.6% +832 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: 61,833 shares; 2024Q4: 63,565 shares; 2025Q1: 138,311 shares; 2025Q2: 126,436 shares; 2025Q3: 108,558 shares; 2025Q4: 109,025 shares; 2026Q1: 72,975 shares; 2026Q2: 79,412 shares 79,412 $6.12M 0.6% +6,437 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: 96,765 shares; 2024Q4: 82,925 shares; 2025Q1: 58,214 shares; 2025Q2: 56,164 shares; 2025Q3: 64,089 shares; 2025Q4: 62,674 shares; 2026Q1: 47,990 shares; 2026Q2: 53,612 shares 53,612 $6.07M 0.6% +5,622 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: 20,524 shares; 2024Q4: 18,465 shares; 2025Q1: 11,893 shares; 2025Q2: 10,298 shares; 2025Q3: 12,812 shares; 2025Q4: 12,322 shares; 2026Q1: 12,101 shares; 2026Q2: 12,024 shares 12,024 $5.97M 0.59% -77 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,496 shares; 2025Q1: 42,845 shares; 2025Q2: 51,998 shares; 2025Q3: 65,610 shares; 2025Q4: 95,010 shares; 2026Q1: 108,113 shares; 2026Q2: 135,051 shares 135,051 $5.91M 0.58% +26,938 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: 17,414 shares; 2024Q4: 12,818 shares; 2025Q1: 10,902 shares; 2025Q2: 10,672 shares; 2025Q3: 94,913 shares; 2025Q4: 134,410 shares; 2026Q1: 131,738 shares; 2026Q2: 141,643 shares 141,643 $5.81M 0.57% +9,905 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,277 shares; 2025Q1: 49,178 shares; 2025Q2: 57,234 shares; 2025Q3: 64,714 shares; 2025Q4: 73,012 shares; 2026Q1: 95,080 shares; 2026Q2: 100,476 shares 100,476 $5.54M 0.54% +5,396 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: 4,507 shares; 2024Q4: 8,708 shares; 2025Q1: 8,714 shares; 2025Q2: 8,501 shares; 2025Q3: 8,401 shares; 2025Q4: 8,501 shares; 2026Q1: 8,383 shares; 2026Q2: 7,355 shares 7,355 $5.42M 0.53% -1,028 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,871 shares; 2026Q1: 99,117 shares; 2026Q2: 128,083 shares 128,083 $5.29M 0.52% +28,966 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: not reported; 2024Q4: 14,713 shares; 2025Q1: 25,163 shares; 2025Q2: 34,322 shares; 2025Q3: 40,346 shares; 2025Q4: 50,241 shares; 2026Q1: 58,191 shares; 2026Q2: 54,359 shares 54,359 $5.25M 0.51% -3,832 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,637 shares; 2024Q4: 27,514 shares; 2025Q1: 29,018 shares; 2025Q2: 28,020 shares; 2025Q3: 28,332 shares; 2025Q4: 28,880 shares; 2026Q1: 25,255 shares; 2026Q2: 29,128 shares 29,128 $5.12M 0.5% +3,873 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,064 shares; 2025Q2: 902 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 14,724 shares 14,724 $5.05M 0.5% +13,832 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: 16,243 shares; 2024Q4: 15,576 shares; 2025Q1: 13,625 shares; 2025Q2: 10,487 shares; 2025Q3: 10,319 shares; 2025Q4: 10,117 shares; 2026Q1: 9,962 shares; 2026Q2: 9,853 shares 9,853 $4.84M 0.47% -109 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,265 shares; 2025Q2: 36,252 shares; 2025Q3: 43,229 shares; 2025Q4: 54,638 shares; 2026Q1: 117,180 shares; 2026Q2: 130,062 shares 130,062 $4.75M 0.47% +12,882 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: 15,977 shares; 2024Q4: 15,921 shares; 2025Q1: 15,921 shares; 2025Q2: 13,621 shares; 2025Q3: 13,621 shares; 2025Q4: 13,592 shares; 2026Q1: 13,503 shares; 2026Q2: 13,378 shares 13,378 $4.73M 0.46% -125 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,695 shares; 2024Q4: 57,167 shares; 2025Q1: 80,089 shares; 2025Q2: 59,836 shares; 2025Q3: 52,104 shares; 2025Q4: 52,061 shares; 2026Q1: 72,248 shares; 2026Q2: 74,443 shares 74,443 $4.68M 0.46% +2,195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,411 shares; 2026Q2: 27,228 shares 27,228 $4.57M 0.45% +3,817 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,788 shares; 2024Q4: 100,831 shares; 2025Q1: 67,421 shares; 2025Q2: 66,223 shares; 2025Q3: 63,507 shares; 2025Q4: 60,247 shares; 2026Q1: 36,782 shares; 2026Q2: 41,911 shares 41,911 $4.48M 0.44% +5,129 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: 11,898 shares; 2024Q4: 11,865 shares; 2025Q1: 11,865 shares; 2025Q2: 11,847 shares; 2025Q3: 11,829 shares; 2025Q4: 11,470 shares; 2026Q1: 16,236 shares; 2026Q2: 19,993 shares 19,993 $4.48M 0.44% +3,757 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 82,889 shares 82,889 $4.43M 0.43% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,410 shares; 2026Q2: 52,223 shares 52,223 $4.3M 0.42% -187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,818 shares; 2026Q2: 24,073 shares 24,073 $4.22M 0.41% +4,255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,482 shares; 2026Q2: 90,478 shares 90,478 $4.21M 0.41% +996 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: 82,477 shares; 2024Q4: 55,416 shares; 2025Q1: 42,163 shares; 2025Q2: 40,626 shares; 2025Q3: 29,663 shares; 2025Q4: 29,266 shares; 2026Q1: 28,837 shares; 2026Q2: 29,201 shares 29,201 $4.18M 0.41% +364 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 189,762 shares; 2026Q2: 203,952 shares 203,952 $4.16M 0.41% +14,190 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: 22,378 shares; 2025Q2: 15,916 shares; 2025Q3: 15,135 shares; 2025Q4: 15,151 shares; 2026Q1: 15,513 shares; 2026Q2: 16,733 shares 16,733 $4.16M 0.41% +1,220 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,714 shares; 2025Q3: 41,142 shares; 2025Q4: 49,418 shares; 2026Q1: 73,462 shares; 2026Q2: 52,606 shares 52,606 $4.15M 0.41% -20,856 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,376 shares; 2026Q2: 19,622 shares 19,622 $4.02M 0.39% +2,246 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,043 shares; 2025Q1: 29,149 shares; 2025Q2: 34,969 shares; 2025Q3: 39,620 shares; 2025Q4: 57,102 shares; 2026Q1: 63,688 shares; 2026Q2: 71,733 shares 71,733 $3.46M 0.34% +8,045 Timeline JMEE 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: 5,401 shares; 2025Q1: 15,350 shares; 2025Q2: 18,489 shares; 2025Q3: 22,259 shares; 2025Q4: 32,685 shares; 2026Q1: 36,520 shares; 2026Q2: 44,165 shares 44,165 $3.45M 0.34% +7,645 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,798 shares 36,798 $3.39M 0.33% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,520 shares 78,520 $3.35M 0.33% new 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: 37,298 shares; 2024Q4: 27,128 shares; 2025Q1: 26,775 shares; 2025Q2: 26,364 shares; 2025Q3: 25,860 shares; 2025Q4: 24,988 shares; 2026Q1: 24,596 shares; 2026Q2: 22,475 shares 22,475 $3.33M 0.33% -2,121 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: 1,921 shares; 2025Q2: 1,565 shares; 2025Q3: 1,369 shares; 2025Q4: 1,311 shares; 2026Q1: not reported; 2026Q2: 4,156 shares 4,156 $3.3M 0.32% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,798 shares 32,798 $3.26M 0.32% new Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,038 shares; 2025Q2: 9,749 shares; 2025Q3: 20,360 shares; 2025Q4: 30,658 shares; 2026Q1: 35,210 shares; 2026Q2: 43,879 shares 43,879 $3.25M 0.32% +8,669 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: 8,924 shares; 2024Q4: 8,085 shares; 2025Q1: 9,522 shares; 2025Q2: 9,382 shares; 2025Q3: 9,438 shares; 2025Q4: 9,529 shares; 2026Q1: 9,668 shares; 2026Q2: 7,905 shares 7,905 $2.89M 0.28% -1,763 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: 29,607 shares; 2024Q4: 31,087 shares; 2025Q1: 31,999 shares; 2025Q2: 25,588 shares; 2025Q3: 25,783 shares; 2025Q4: 27,796 shares; 2026Q1: 21,965 shares; 2026Q2: 20,570 shares 20,570 $2.6M 0.26% -1,395 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,605 shares; 2025Q2: 16,874 shares; 2025Q3: 26,102 shares; 2025Q4: 35,504 shares; 2026Q1: 50,418 shares; 2026Q2: 80,170 shares 80,170 $2.45M 0.24% +29,752 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,240 shares; 2025Q4: 122,595 shares; 2026Q1: 125,979 shares; 2026Q2: 131,142 shares 131,142 $2.45M 0.24% +5,163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,069 shares; 2026Q2: 18,629 shares 18,629 $2.43M 0.24% +560 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: 73,592 shares; 2024Q4: 72,324 shares; 2025Q1: 79,104 shares; 2025Q2: 63,785 shares; 2025Q3: 63,541 shares; 2025Q4: 75,010 shares; 2026Q1: 57,529 shares; 2026Q2: 56,738 shares 56,738 $2.4M 0.24% -791 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: 15,049 shares; 2024Q4: 14,512 shares; 2025Q1: 15,471 shares; 2025Q2: 13,747 shares; 2025Q3: 13,750 shares; 2025Q4: 14,583 shares; 2026Q1: 13,983 shares; 2026Q2: 14,430 shares 14,430 $2.39M 0.23% +447 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,640 shares 4,640 $2.3M 0.23% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,083 shares; 2025Q3: 48,333 shares; 2025Q4: 50,925 shares; 2026Q1: 56,834 shares; 2026Q2: 55,481 shares 55,481 $2.19M 0.21% -1,353 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 56,091 shares; 2026Q1: 112,417 shares; 2026Q2: 111,521 shares 111,521 $2.13M 0.21% -896 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,462 shares; 2026Q2: 7,709 shares 7,709 $2.09M 0.2% +2,247 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,428 shares; 2026Q1: 42,106 shares; 2026Q2: 47,663 shares 47,663 $2.06M 0.2% +5,557 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,989 shares; 2024Q4: 10,279 shares; 2025Q1: 11,438 shares; 2025Q2: 11,378 shares; 2025Q3: 11,317 shares; 2025Q4: 13,134 shares; 2026Q1: 19,050 shares; 2026Q2: 18,723 shares 18,723 $2.06M 0.2% -327 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,914 shares; 2024Q4: 14,079 shares; 2025Q1: 15,708 shares; 2025Q2: 18,191 shares; 2025Q3: 18,196 shares; 2025Q4: 19,126 shares; 2026Q1: 19,418 shares; 2026Q2: 21,624 shares 21,624 $2M 0.2% +2,206 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,139 shares; 2024Q4: 25,522 shares; 2025Q1: 27,614 shares; 2025Q2: 31,028 shares; 2025Q3: 31,088 shares; 2025Q4: 33,215 shares; 2026Q1: 35,937 shares; 2026Q2: 35,623 shares 35,623 $2M 0.2% -314 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,026 shares; 2025Q2: 10,968 shares; 2025Q3: 17,758 shares; 2025Q4: 25,711 shares; 2026Q1: 25,899 shares; 2026Q2: 37,170 shares 37,170 $1.99M 0.2% +11,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,872 shares; 2026Q2: 16,843 shares 16,843 $1.97M 0.19% -29 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,326 shares; 2025Q2: 13,838 shares; 2025Q3: 23,287 shares; 2025Q4: 30,896 shares; 2026Q1: 42,171 shares; 2026Q2: 73,595 shares 73,595 $1.93M 0.19% +31,424 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,002 shares; 2024Q4: 185,302 shares; 2025Q1: 134,788 shares; 2025Q2: 135,277 shares; 2025Q3: 64,666 shares; 2025Q4: 64,320 shares; 2026Q1: 63,760 shares; 2026Q2: 62,930 shares 62,930 $1.92M 0.19% -830 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: not reported; 2025Q3: 22,984 shares; 2025Q4: 26,179 shares; 2026Q1: 24,416 shares; 2026Q2: 24,784 shares 24,784 $1.89M 0.19% +368 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: 37,097 shares; 2024Q4: 32,399 shares; 2025Q1: 34,047 shares; 2025Q2: 32,536 shares; 2025Q3: 32,066 shares; 2025Q4: 32,065 shares; 2026Q1: 33,409 shares; 2026Q2: 32,798 shares 32,798 $1.89M 0.19% -611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,789 shares; 2026Q2: 38,355 shares 38,355 $1.84M 0.18% +5,566 Timeline USIG 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: 32,765 shares; 2025Q3: 33,111 shares; 2025Q4: 33,634 shares; 2026Q1: 34,526 shares; 2026Q2: 35,732 shares 35,732 $1.83M 0.18% +1,206 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: 3,952 shares; 2024Q4: 2,416 shares; 2025Q1: 2,749 shares; 2025Q2: 2,730 shares; 2025Q3: 2,769 shares; 2025Q4: 3,175 shares; 2026Q1: 3,063 shares; 2026Q2: 3,522 shares 3,522 $1.79M 0.18% +459 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: 23,714 shares; 2024Q4: 24,398 shares; 2025Q1: 26,822 shares; 2025Q2: 34,988 shares; 2025Q3: 2,856 shares; 2025Q4: 3,740 shares; 2026Q1: 12,252 shares; 2026Q2: 11,951 shares 11,951 $1.75M 0.17% -301 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: 18,037 shares; 2024Q4: 17,679 shares; 2025Q1: 20,733 shares; 2025Q2: 28,183 shares; 2025Q3: 28,183 shares; 2025Q4: 27,865 shares; 2026Q1: 30,203 shares; 2026Q2: 30,277 shares 30,277 $1.73M 0.17% +74 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,672 shares; 2025Q2: 24,142 shares; 2025Q3: 29,058 shares; 2025Q4: 37,326 shares; 2026Q1: 43,523 shares; 2026Q2: 44,361 shares 44,361 $1.71M 0.17% +838 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,269 shares; 2026Q2: 5,832 shares 5,832 $1.71M 0.17% +2,563 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: 12,087 shares; 2024Q4: 11,259 shares; 2025Q1: 13,822 shares; 2025Q2: 14,406 shares; 2025Q3: 14,565 shares; 2025Q4: 15,353 shares; 2026Q1: 18,367 shares; 2026Q2: 17,601 shares 17,601 $1.66M 0.16% -766 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: 17,749 shares; 2024Q4: 19,405 shares; 2025Q1: 22,058 shares; 2025Q2: 24,012 shares; 2025Q3: 28,062 shares; 2025Q4: 28,047 shares; 2026Q1: 19,295 shares; 2026Q2: 19,011 shares 19,011 $1.65M 0.16% -284 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,507 shares; 2024Q4: 71,686 shares; 2025Q1: 77,463 shares; 2025Q2: 75,023 shares; 2025Q3: 72,169 shares; 2025Q4: 69,673 shares; 2026Q1: 66,152 shares; 2026Q2: 62,423 shares 62,423 $1.65M 0.16% -3,729 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,513 shares; 2024Q4: 153,764 shares; 2025Q1: 161,866 shares; 2025Q2: 146,874 shares; 2025Q3: 124,959 shares; 2025Q4: 123,393 shares; 2026Q1: 63,490 shares; 2026Q2: 61,940 shares 61,940 $1.59M 0.16% -1,550 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,030 shares 18,030 $1.56M 0.15% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,464 shares 39,464 $1.51M 0.15% new 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: 43,477 shares; 2024Q4: 41,982 shares; 2025Q1: 6,369 shares; 2025Q2: 2,152 shares; 2025Q3: 1,951 shares; 2025Q4: 1,841 shares; 2026Q1: 11,016 shares; 2026Q2: 11,122 shares 11,122 $1.51M 0.15% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,088 shares; 2026Q2: 12,041 shares 12,041 $1.46M 0.14% -47 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,254 shares; 2026Q2: 23,306 shares 23,306 $1.44M 0.14% +8,052 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: 50,899 shares; 2024Q4: 50,793 shares; 2025Q1: 58,068 shares; 2025Q2: 53,622 shares; 2025Q3: 52,881 shares; 2025Q4: 55,130 shares; 2026Q1: 55,999 shares; 2026Q2: 58,299 shares 58,299 $1.4M 0.14% +2,300 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,551 shares 24,551 $1.38M 0.14% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,730 shares; 2024Q4: 11,332 shares; 2025Q1: 12,270 shares; 2025Q2: 8,685 shares; 2025Q3: 8,481 shares; 2025Q4: 8,846 shares; 2026Q1: 5,649 shares; 2026Q2: 5,577 shares 5,577 $1.37M 0.13% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,523 shares; 2026Q2: 16,240 shares 16,240 $1.36M 0.13% -283 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,694 shares; 2025Q3: 13,998 shares; 2025Q4: 19,550 shares; 2026Q1: 37,963 shares; 2026Q2: 56,494 shares 56,494 $1.35M 0.13% +18,531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,547 shares; 2025Q3: 5,039 shares; 2025Q4: 5,380 shares; 2026Q1: 5,321 shares; 2026Q2: 5,301 shares 5,301 $1.33M 0.13% -20 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: not reported; 2024Q4: 5,500 shares; 2025Q1: 10,676 shares; 2025Q2: 9,228 shares; 2025Q3: 9,333 shares; 2025Q4: 9,819 shares; 2026Q1: 12,576 shares; 2026Q2: 12,359 shares 12,359 $1.33M 0.13% -217 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,405 shares; 2024Q4: 7,305 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 9,677 shares; 2026Q1: 6,636 shares; 2026Q2: 6,607 shares 6,607 $1.32M 0.13% -29 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,681 shares; 2026Q2: 14,437 shares 14,437 $1.32M 0.13% -5,244 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,945 shares; 2024Q4: 22,448 shares; 2025Q1: 41,157 shares; 2025Q2: 45,894 shares; 2025Q3: 70,469 shares; 2025Q4: 41,411 shares; 2026Q1: 53,190 shares; 2026Q2: 81,072 shares 81,072 $1.29M 0.13% +27,882 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,349 shares; 2025Q3: 18,446 shares; 2025Q4: 18,493 shares; 2026Q1: 20,702 shares; 2026Q2: 18,956 shares 18,956 $1.29M 0.13% -1,746 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,110 shares; 2026Q2: 29,143 shares 29,143 $1.26M 0.12% -967 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: 1,926 shares; 2024Q4: not reported; 2025Q1: 76,249 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,346 shares; 2026Q1: 9,992 shares; 2026Q2: 9,775 shares 9,775 $1.26M 0.12% -217 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: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,902 shares; 2025Q2: 3,542 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,871 shares; 2026Q2: 2,871 shares 2,871 $1.22M 0.12% 0 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,521 shares; 2026Q1: 21,521 shares; 2026Q2: 21,521 shares 21,521 $1.2M 0.12% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,051 shares; 2024Q4: 17,890 shares; 2025Q1: 21,328 shares; 2025Q2: 21,070 shares; 2025Q3: 21,391 shares; 2025Q4: 24,028 shares; 2026Q1: 34,911 shares; 2026Q2: 34,346 shares 34,346 $1.2M 0.12% -565 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,609 shares; 2026Q1: 26,424 shares; 2026Q2: 40,708 shares 40,708 $1.19M 0.12% +14,284 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,452 shares; 2026Q2: 9,948 shares 9,948 $1.17M 0.12% +1,496 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,905 shares; 2024Q4: 16,846 shares; 2025Q1: 12,446 shares; 2025Q2: 17,193 shares; 2025Q3: 20,327 shares; 2025Q4: 20,649 shares; 2026Q1: 22,270 shares; 2026Q2: 15,074 shares 15,074 $1.14M 0.11% -7,196 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares 1,074 $1.14M 0.11% 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: 23,454 shares; 2024Q4: 24,538 shares; 2025Q1: 23,742 shares; 2025Q2: 22,742 shares; 2025Q3: 22,742 shares; 2025Q4: 22,788 shares; 2026Q1: 22,857 shares; 2026Q2: 22,784 shares 22,784 $1.14M 0.11% -73 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,359 shares; 2024Q4: 17,578 shares; 2025Q1: 18,688 shares; 2025Q2: 16,948 shares; 2025Q3: 16,497 shares; 2025Q4: 19,367 shares; 2026Q1: 10,728 shares; 2026Q2: 10,424 shares 10,424 $1.12M 0.11% -304 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: not reported; 2024Q4: 19,074 shares; 2025Q1: 28,157 shares; 2025Q2: 28,489 shares; 2025Q3: 28,490 shares; 2025Q4: 36,718 shares; 2026Q1: 36,819 shares; 2026Q2: 16,216 shares 16,216 $1.11M 0.11% -20,603 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,935 shares; 2025Q3: 18,874 shares; 2025Q4: 19,708 shares; 2026Q1: 19,779 shares; 2026Q2: 10,544 shares 10,544 $1.09M 0.11% -9,235 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 42,076 shares 42,076 $1.05M 0.1% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,910 shares; 2024Q4: 11,035 shares; 2025Q1: 17,426 shares; 2025Q2: 17,084 shares; 2025Q3: 23,924 shares; 2025Q4: 25,662 shares; 2026Q1: 32,003 shares; 2026Q2: 44,198 shares 44,198 $1.05M 0.1% +12,195 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,104 shares; 2026Q1: 15,306 shares; 2026Q2: 14,903 shares 14,903 $1.04M 0.1% -403 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: 2,636 shares; 2024Q4: 2,671 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares; 2026Q1: 2,418 shares; 2026Q2: 2,818 shares 2,818 $1.04M 0.1% +400 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: not reported; 2024Q4: 8,324 shares; 2025Q1: not reported; 2025Q2: 7,653 shares; 2025Q3: 7,570 shares; 2025Q4: 21,787 shares; 2026Q1: 7,680 shares; 2026Q2: 6,483 shares 6,483 $1.01M 0.1% -1,197 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,650 shares; 2024Q4: 82,517 shares; 2025Q1: 100,055 shares; 2025Q2: 94,778 shares; 2025Q3: 93,621 shares; 2025Q4: 99,389 shares; 2026Q1: 43,854 shares; 2026Q2: 43,481 shares 43,481 $1M 0.1% -373 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares; 2025Q4: 9,848 shares; 2026Q1: 12,793 shares; 2026Q2: 22,584 shares 22,584 $982K 0.1% +9,791 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,422 shares; 2026Q1: 25,909 shares; 2026Q2: 26,071 shares 26,071 $963K 0.09% +162 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,339 shares; 2025Q4: 14,886 shares; 2026Q1: 20,063 shares; 2026Q2: 38,702 shares 38,702 $963K 0.09% +18,639 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,247 shares; 2025Q4: 5,433 shares; 2026Q1: 7,240 shares; 2026Q2: 12,930 shares 12,930 $954K 0.09% +5,690 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 21,797 shares; 2025Q4: 22,880 shares; 2026Q1: 12,284 shares; 2026Q2: 14,657 shares 14,657 $923K 0.09% +2,373 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 16,494 shares; 2025Q4: 24,219 shares; 2026Q1: 36,383 shares; 2026Q2: 82,706 shares 82,706 $922K 0.09% +46,323 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: not reported; 2024Q4: 13,708 shares; 2025Q1: 18,223 shares; 2025Q2: 14,401 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,397 shares 7,397 $920K 0.09% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,212 shares; 2024Q4: 37,539 shares; 2025Q1: 39,450 shares; 2025Q2: 38,595 shares; 2025Q3: 37,524 shares; 2025Q4: 38,438 shares; 2026Q1: 26,393 shares; 2026Q2: 25,197 shares 25,197 $891K 0.09% -1,196 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,486 shares; 2025Q4: 15,679 shares; 2026Q1: 20,336 shares; 2026Q2: 41,328 shares 41,328 $870K 0.09% +20,992 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares; 2025Q4: 4,777 shares; 2026Q1: 4,772 shares; 2026Q2: 4,843 shares 4,843 $865K 0.08% +71 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 7,113 shares; 2025Q4: 10,096 shares; 2026Q1: 12,450 shares; 2026Q2: 18,616 shares 18,616 $848K 0.08% +6,166 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,626 shares; 2025Q3: 17,153 shares; 2025Q4: 24,082 shares; 2026Q1: 29,582 shares; 2026Q2: 43,753 shares 43,753 $844K 0.08% +14,171 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: 23,511 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,811 shares; 2025Q3: 1,802 shares; 2025Q4: 1,804 shares; 2026Q1: 11,701 shares; 2026Q2: 2,051 shares 2,051 $835K 0.08% -9,650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,978 shares; 2026Q2: 8,889 shares 8,889 $795K 0.08% -89 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: 4,478 shares; 2024Q4: 4,285 shares; 2025Q1: 4,306 shares; 2025Q2: 3,993 shares; 2025Q3: 3,264 shares; 2025Q4: 3,390 shares; 2026Q1: 3,053 shares; 2026Q2: 2,647 shares 2,647 $775K 0.08% -406 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,077 shares; 2025Q2: 9,966 shares; 2025Q3: 9,382 shares; 2025Q4: 8,903 shares; 2026Q1: 6,608 shares; 2026Q2: 6,236 shares 6,236 $763K 0.07% -372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,318 shares; 2026Q2: 3,374 shares 3,374 $718K 0.07% -944 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares; 2026Q1: 3,865 shares; 2026Q2: 3,134 shares 3,134 $717K 0.07% -731 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,549 shares; 2025Q4: 6,467 shares; 2026Q1: 12,867 shares; 2026Q2: 12,897 shares 12,897 $708K 0.07% +30 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,692 shares; 2026Q2: 7,681 shares 7,681 $693K 0.07% -3,011 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,370 shares; 2026Q2: 9,000 shares 9,000 $685K 0.07% -370 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 7,048 shares; 2025Q2: 9,197 shares; 2025Q3: 8,713 shares; 2025Q4: 6,617 shares; 2026Q1: 6,193 shares; 2026Q2: 5,004 shares 5,004 $683K 0.07% -1,189 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 4,164 shares; 2025Q1: 4,198 shares; 2025Q2: 3,670 shares; 2025Q3: 5,193 shares; 2025Q4: 5,453 shares; 2026Q1: 5,035 shares; 2026Q2: 5,589 shares 5,589 $678K 0.07% +554 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,760 shares; 2024Q4: 64,369 shares; 2025Q1: 66,221 shares; 2025Q2: 40,175 shares; 2025Q3: 26,343 shares; 2025Q4: 38,620 shares; 2026Q1: 36,804 shares; 2026Q2: 34,891 shares 34,891 $662K 0.06% -1,913 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: 33,526 shares; 2024Q4: 29,931 shares; 2025Q1: 6,397 shares; 2025Q2: 5,499 shares; 2025Q3: 4,209 shares; 2025Q4: 21,894 shares; 2026Q1: 4,878 shares; 2026Q2: 3,412 shares 3,412 $650K 0.06% -1,466 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: 690 shares; 2024Q4: 526 shares; 2025Q1: 511 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 387 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $647K 0.06% 0 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: 13,430 shares; 2024Q4: 13,334 shares; 2025Q1: 13,120 shares; 2025Q2: 12,323 shares; 2025Q3: 13,696 shares; 2025Q4: 12,783 shares; 2026Q1: 10,451 shares; 2026Q2: 12,136 shares 12,136 $636K 0.06% +1,685 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,219 shares; 2025Q4: 10,428 shares; 2026Q1: 9,977 shares; 2026Q2: 10,032 shares 10,032 $628K 0.06% +55 Timeline DFAC 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: 9,032 shares; 2025Q1: 14,113 shares; 2025Q2: 14,082 shares; 2025Q3: 14,082 shares; 2025Q4: 14,082 shares; 2026Q1: 14,082 shares; 2026Q2: 14,082 shares 14,082 $625K 0.06% 0 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: 14,966 shares; 2024Q4: 13,313 shares; 2025Q1: 13,274 shares; 2025Q2: 8,912 shares; 2025Q3: 8,004 shares; 2025Q4: 7,775 shares; 2026Q1: 7,894 shares; 2026Q2: 7,411 shares 7,411 $623K 0.06% -483 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,888 shares; 2025Q4: 9,398 shares; 2026Q1: 11,835 shares; 2026Q2: 14,062 shares 14,062 $616K 0.06% +2,227 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,593 shares; 2025Q1: 3,070 shares; 2025Q2: 3,061 shares; 2025Q3: 5,100 shares; 2025Q4: 4,308 shares; 2026Q1: 2,563 shares; 2026Q2: 1,622 shares 1,622 $614K 0.06% -941 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 6,666 shares; 2026Q2: 6,101 shares 6,101 $609K 0.06% -565 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,116 shares; 2026Q1: 8,986 shares; 2026Q2: 7,075 shares 7,075 $607K 0.06% -1,911 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,803 shares; 2026Q1: 7,720 shares; 2026Q2: 7,752 shares 7,752 $607K 0.06% +32 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: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 3,518 shares; 2025Q3: 3,318 shares; 2025Q4: 3,225 shares; 2026Q1: 2,831 shares; 2026Q2: 2,731 shares 2,731 $602K 0.06% -100 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,947 shares; 2024Q4: 9,453 shares; 2025Q1: 10,436 shares; 2025Q2: 10,362 shares; 2025Q3: 13,209 shares; 2025Q4: 8,287 shares; 2026Q1: 7,909 shares; 2026Q2: 7,613 shares 7,613 $602K 0.06% -296 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,830 shares; 2024Q4: 6,754 shares; 2025Q1: 10,402 shares; 2025Q2: 9,218 shares; 2025Q3: 6,361 shares; 2025Q4: 5,656 shares; 2026Q1: 5,599 shares; 2026Q2: 4,519 shares 4,519 $600K 0.06% -1,080 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,481 shares; 2025Q3: 8,470 shares; 2025Q4: 7,902 shares; 2026Q1: 5,974 shares; 2026Q2: 3,879 shares 3,879 $593K 0.06% -2,095 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,313 shares; 2024Q4: 4,890 shares; 2025Q1: 2,813 shares; 2025Q2: 2,307 shares; 2025Q3: 2,174 shares; 2025Q4: 2,073 shares; 2026Q1: 2,525 shares; 2026Q2: 2,396 shares 2,396 $587K 0.06% -129 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: 5,551 shares; 2025Q1: 10,428 shares; 2025Q2: 14,775 shares; 2025Q3: 13,641 shares; 2025Q4: 12,619 shares; 2026Q1: 19,986 shares; 2026Q2: 19,349 shares 19,349 $580K 0.06% -637 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,255 shares; 2025Q4: 11,820 shares; 2026Q1: 14,900 shares; 2026Q2: 12,084 shares 12,084 $577K 0.06% -2,816 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,401 shares; 2026Q2: 17,686 shares 17,686 $572K 0.06% +1,285 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,087 shares; 2025Q2: 7,987 shares; 2025Q3: 11,110 shares; 2025Q4: 12,254 shares; 2026Q1: 11,572 shares; 2026Q2: 11,003 shares 11,003 $568K 0.06% -569 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,354 shares; 2024Q4: 8,317 shares; 2025Q1: 9,629 shares; 2025Q2: 7,879 shares; 2025Q3: 7,879 shares; 2025Q4: 7,879 shares; 2026Q1: 7,879 shares; 2026Q2: 7,879 shares 7,879 $561K 0.06% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 834 shares; 2026Q2: 1,495 shares 1,495 $556K 0.05% +661 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,156 shares; 2025Q3: 14,898 shares; 2025Q4: 19,324 shares; 2026Q1: 22,795 shares; 2026Q2: 21,796 shares 21,796 $553K 0.05% -999 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,988 shares; 2026Q1: 11,371 shares; 2026Q2: 11,125 shares 11,125 $549K 0.05% -246 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,443 shares; 2025Q1: 2,099 shares; 2025Q2: 1,831 shares; 2025Q3: 1,804 shares; 2025Q4: 1,845 shares; 2026Q1: 1,850 shares; 2026Q2: 1,825 shares 1,825 $540K 0.05% -25 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,578 shares; 2026Q2: 3,490 shares 3,490 $539K 0.05% -88 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,632 shares; 2024Q4: 6,875 shares; 2025Q1: 11,508 shares; 2025Q2: 8,345 shares; 2025Q3: 11,752 shares; 2025Q4: 12,311 shares; 2026Q1: 10,055 shares; 2026Q2: 14,608 shares 14,608 $535K 0.05% +4,553 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,313 shares; 2025Q4: 20,911 shares; 2026Q1: 20,051 shares; 2026Q2: 24,594 shares 24,594 $521K 0.05% +4,543 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,196 shares; 2025Q4: 6,127 shares; 2026Q1: 7,301 shares; 2026Q2: 10,026 shares 10,026 $520K 0.05% +2,725 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,976 shares; 2026Q1: 26,928 shares; 2026Q2: 26,477 shares 26,477 $517K 0.05% -451 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,223 shares; 2026Q1: 7,674 shares; 2026Q2: 11,425 shares 11,425 $514K 0.05% +3,751 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,456 shares; 2026Q1: 4,422 shares; 2026Q2: 4,442 shares 4,442 $508K 0.05% +20 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,740 shares 2,740 $501K 0.05% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 5,855 shares; 2025Q4: 6,092 shares; 2026Q1: 7,262 shares; 2026Q2: 11,064 shares 11,064 $496K 0.05% +3,802 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,120 shares; 2026Q1: 5,568 shares; 2026Q2: 5,511 shares 5,511 $496K 0.05% -57 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,762 shares; 2024Q4: 12,875 shares; 2025Q1: 14,377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,305 shares 4,305 $489K 0.05% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,635 shares; 2025Q2: 11,719 shares; 2025Q3: 11,330 shares; 2025Q4: 7,867 shares; 2026Q1: 7,406 shares; 2026Q2: 10,908 shares 10,908 $485K 0.05% +3,502 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,388 shares 3,388 $480K 0.05% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,462 shares; 2025Q2: 22,045 shares; 2025Q3: 21,118 shares; 2025Q4: 21,402 shares; 2026Q1: 7,902 shares; 2026Q2: 7,266 shares 7,266 $475K 0.05% -636 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 1,069 shares; 2025Q4: 964 shares; 2026Q1: 911 shares; 2026Q2: 1,022 shares 1,022 $473K 0.05% +111 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: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 4,320 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $462K 0.05% 0 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: 7,086 shares; 2026Q2: 7,007 shares 7,007 $462K 0.05% -79 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,795 shares; 2025Q4: 11,528 shares; 2026Q1: 11,092 shares; 2026Q2: 10,679 shares 10,679 $453K 0.04% -413 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 1,605 shares 1,605 $449K 0.04% new Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,755 shares; 2025Q2: 52,692 shares; 2025Q3: 48,112 shares; 2025Q4: 49,141 shares; 2026Q1: 75,587 shares; 2026Q2: 74,016 shares 74,016 $449K 0.04% -1,571 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,493 shares; 2026Q2: 3,125 shares 3,125 $448K 0.04% -1,368 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 9,689 shares; 2025Q4: 8,863 shares; 2026Q1: 8,447 shares; 2026Q2: 8,152 shares 8,152 $444K 0.04% -295 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,552 shares; 2024Q4: 7,367 shares; 2025Q1: 7,345 shares; 2025Q2: 6,082 shares; 2025Q3: 5,591 shares; 2025Q4: 4,953 shares; 2026Q1: 4,649 shares; 2026Q2: 4,385 shares 4,385 $439K 0.04% -264 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,663 shares; 2024Q4: 10,206 shares; 2025Q1: 10,146 shares; 2025Q2: 7,890 shares; 2025Q3: 8,166 shares; 2025Q4: 7,729 shares; 2026Q1: 7,361 shares; 2026Q2: 7,089 shares 7,089 $435K 0.04% -272 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,283 shares; 2024Q4: 9,691 shares; 2025Q1: 9,721 shares; 2025Q2: 6,554 shares; 2025Q3: 6,119 shares; 2025Q4: 6,014 shares; 2026Q1: 5,833 shares; 2026Q2: 5,622 shares 5,622 $434K 0.04% -211 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: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $430K 0.04% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 27,722 shares; 2026Q2: 39,469 shares 39,469 $419K 0.04% +11,747 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 773 shares 773 $415K 0.04% +91 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 13,610 shares; 2026Q2: 13,491 shares 13,491 $409K 0.04% -119 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,322 shares; 2024Q4: 49,187 shares; 2025Q1: 20,957 shares; 2025Q2: 16,545 shares; 2025Q3: 19,116 shares; 2025Q4: 21,361 shares; 2026Q1: 10,567 shares; 2026Q2: 9,566 shares 9,566 $409K 0.04% -1,001 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,078 shares; 2024Q4: 9,671 shares; 2025Q1: 6,021 shares; 2025Q2: 5,059 shares; 2025Q3: 5,486 shares; 2025Q4: 3,844 shares; 2026Q1: 3,325 shares; 2026Q2: 3,004 shares 3,004 $408K 0.04% -321 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,311 shares; 2026Q2: 5,436 shares 5,436 $402K 0.04% +125 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,542 shares; 2026Q1: 6,174 shares; 2026Q2: 6,037 shares 6,037 $402K 0.04% -137 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares; 2026Q2: 3,979 shares 3,979 $401K 0.04% -150 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,063 shares; 2026Q2: 7,947 shares 7,947 $396K 0.04% +2,884 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares; 2026Q2: 5,244 shares 5,244 $390K 0.04% +23 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,546 shares; 2024Q4: 6,765 shares; 2025Q1: 9,727 shares; 2025Q2: 8,294 shares; 2025Q3: 7,213 shares; 2025Q4: 6,452 shares; 2026Q1: 3,343 shares; 2026Q2: 3,319 shares 3,319 $376K 0.04% -24 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 23,682 shares; 2026Q1: 23,612 shares; 2026Q2: 19,074 shares 19,074 $375K 0.04% -4,538 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: 1,321 shares; 2024Q4: 1,123 shares; 2025Q1: 1,693 shares; 2025Q2: 1,413 shares; 2025Q3: 1,288 shares; 2025Q4: 1,304 shares; 2026Q1: 1,217 shares; 2026Q2: 708 shares 708 $370K 0.04% -509 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,599 shares; 2026Q2: 1,625 shares 1,625 $369K 0.04% +26 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: not reported; 2024Q4: not reported; 2025Q1: 10,223 shares; 2025Q2: 10,012 shares; 2025Q3: 9,155 shares; 2025Q4: 9,178 shares; 2026Q1: 8,859 shares; 2026Q2: 8,740 shares 8,740 $368K 0.04% -119 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: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,936 shares; 2026Q2: 1,936 shares 1,936 $367K 0.04% 0 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: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares; 2025Q4: 4,386 shares; 2026Q1: 4,386 shares; 2026Q2: 4,386 shares 4,386 $363K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,192 shares; 2026Q1: 1,092 shares; 2026Q2: 4,368 shares 4,368 $352K 0.03% +3,276 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE 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: 15,350 shares; 2026Q1: 13,941 shares; 2026Q2: 23,078 shares 23,078 $348K 0.03% +9,137 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 4,699 shares; 2025Q1: 2,915 shares; 2025Q2: 2,189 shares; 2025Q3: 1,472 shares; 2025Q4: 1,598 shares; 2026Q1: 1,542 shares; 2026Q2: 1,526 shares 1,526 $343K 0.03% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares; 2026Q2: 706 shares 706 $337K 0.03% -65 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,966 shares; 2024Q4: 6,733 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,121 shares 6,121 $334K 0.03% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares; 2026Q1: 2,029 shares; 2026Q2: 2,029 shares 2,029 $333K 0.03% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,192 shares; 2025Q2: 12,592 shares; 2025Q3: 18,184 shares; 2025Q4: not reported; 2026Q1: 1,439 shares; 2026Q2: 1,384 shares 1,384 $331K 0.03% -55 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: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $330K 0.03% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,717 shares; 2025Q3: 14,803 shares; 2025Q4: 15,026 shares; 2026Q1: 16,219 shares; 2026Q2: 16,738 shares 16,738 $329K 0.03% +519 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares; 2026Q2: 7,874 shares 7,874 $325K 0.03% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,788 shares; 2024Q4: 17,389 shares; 2025Q1: 9,049 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares; 2025Q4: 8,255 shares; 2026Q1: 8,255 shares; 2026Q2: 8,255 shares 8,255 $322K 0.03% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 5,585 shares 5,585 $320K 0.03% new 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: 4,538 shares; 2024Q4: 3,474 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,359 shares; 2025Q4: 2,398 shares; 2026Q1: 1,842 shares; 2026Q2: 1,666 shares 1,666 $317K 0.03% -176 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,576 shares 4,576 $314K 0.03% new 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: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $297K 0.03% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,256 shares 8,256 $290K 0.03% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,171 shares; 2026Q2: 3,428 shares 3,428 $290K 0.03% +257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,611 shares; 2026Q2: 411 shares 411 $282K 0.03% -2,200 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 5,246 shares; 2026Q2: 5,136 shares 5,136 $281K 0.03% -110 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: 974 shares; 2024Q4: 944 shares; 2025Q1: 895 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 602 shares; 2026Q1: 652 shares; 2026Q2: 373 shares 373 $279K 0.03% -279 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 5,145 shares 5,145 $278K 0.03% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,939 shares; 2026Q2: 5,612 shares 5,612 $274K 0.03% -327 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares; 2026Q2: 765 shares 765 $271K 0.03% -101 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,100 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $261K 0.03% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 50,156 shares; 2025Q4: 42,530 shares; 2026Q1: not reported; 2026Q2: 1,773 shares 1,773 $239K 0.02% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM 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: 6,463 shares 6,463 $236K 0.02% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,138 shares; 2024Q4: 6,820 shares; 2025Q1: 2,482 shares; 2025Q2: 1,892 shares; 2025Q3: 1,753 shares; 2025Q4: 1,648 shares; 2026Q1: 1,346 shares; 2026Q2: 1,265 shares 1,265 $234K 0.02% -81 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,325 shares; 2026Q2: 1,321 shares 1,321 $234K 0.02% -4 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: 38,765 shares; 2024Q4: 28,733 shares; 2025Q1: 11,809 shares; 2025Q2: 11,444 shares; 2025Q3: 10,417 shares; 2025Q4: 9,792 shares; 2026Q1: 5,143 shares; 2026Q2: 4,261 shares 4,261 $228K 0.02% -882 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,880 shares; 2024Q4: 16,024 shares; 2025Q1: 5,534 shares; 2025Q2: 4,354 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares; 2026Q1: 2,495 shares; 2026Q2: 2,394 shares 2,394 $223K 0.02% -101 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,480 shares 5,480 $223K 0.02% new Timeline