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: 743,150 shares; 2024Q4: 751,596 shares; 2025Q1: 774,474 shares; 2025Q2: 763,615 shares; 2025Q3: 760,075 shares; 2025Q4: 763,393 shares; 2026Q1: 770,559 shares; 2026Q2: 782,023 shares 782,023 $289M 18.58% +11,464 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: 273,106 shares; 2024Q4: 271,285 shares; 2025Q1: 270,555 shares; 2025Q2: 280,605 shares; 2025Q3: 280,432 shares; 2025Q4: 281,146 shares; 2026Q1: 277,678 shares; 2026Q2: 275,145 shares 275,145 $189M 12.13% -2,533 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: 1,451,908 shares; 2024Q4: 1,523,175 shares; 2025Q1: 1,565,232 shares; 2025Q2: 1,570,100 shares; 2025Q3: 1,578,450 shares; 2025Q4: 1,596,075 shares; 2026Q1: 1,585,811 shares; 2026Q2: 1,585,303 shares 1,585,303 $151M 9.71% -508 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: 400,929 shares; 2024Q4: 400,823 shares; 2025Q1: 400,580 shares; 2025Q2: 400,505 shares; 2025Q3: 400,867 shares; 2025Q4: 400,971 shares; 2026Q1: 400,318 shares; 2026Q2: 401,332 shares 401,332 $131M 8.43% +1,014 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073,120 shares; 2024Q4: 1,147,477 shares; 2025Q1: 1,210,857 shares; 2025Q2: 1,236,615 shares; 2025Q3: 1,298,307 shares; 2025Q4: 1,391,168 shares; 2026Q1: 1,453,868 shares; 2026Q2: 1,535,784 shares 1,535,784 $74.4M 4.78% +81,916 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843,127 shares; 2024Q4: 951,523 shares; 2025Q1: 1,032,627 shares; 2025Q2: 1,046,624 shares; 2025Q3: 1,038,667 shares; 2025Q4: 1,063,427 shares; 2026Q1: 1,066,749 shares; 2026Q2: 1,048,812 shares 1,048,812 $55.3M 3.55% -17,937 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,617 shares; 2024Q4: 136,107 shares; 2025Q1: 130,186 shares; 2025Q2: 131,131 shares; 2025Q3: 134,124 shares; 2025Q4: 134,792 shares; 2026Q1: 134,831 shares; 2026Q2: 134,673 shares 134,673 $39M 2.5% -158 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,776 shares; 2024Q4: 403,500 shares; 2025Q1: 402,827 shares; 2025Q2: 401,071 shares; 2025Q3: 394,612 shares; 2025Q4: 385,689 shares; 2026Q1: 383,406 shares; 2026Q2: 381,595 shares 381,595 $32.6M 2.09% -1,811 Timeline DCOR 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: 170,740 shares; 2024Q4: 186,739 shares; 2025Q1: 242,461 shares; 2025Q2: 282,278 shares; 2025Q3: 297,772 shares; 2025Q4: 329,788 shares; 2026Q1: 350,643 shares; 2026Q2: 397,070 shares 397,070 $32.6M 2.09% +46,427 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,739 shares; 2025Q4: 310,054 shares; 2026Q1: 325,159 shares; 2026Q2: 355,131 shares 355,131 $28.1M 1.8% +29,972 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $27M 1.73% 0 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: 31,416 shares; 2024Q4: 35,580 shares; 2025Q1: 31,491 shares; 2025Q2: 31,338 shares; 2025Q3: 31,522 shares; 2025Q4: 31,461 shares; 2026Q1: 31,453 shares; 2026Q2: 30,942 shares 30,942 $23.1M 1.48% -511 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: 50,601 shares; 2024Q4: 50,661 shares; 2025Q1: 50,972 shares; 2025Q2: 53,930 shares; 2025Q3: 56,104 shares; 2025Q4: 56,756 shares; 2026Q1: 56,833 shares; 2026Q2: 56,840 shares 56,840 $20.3M 1.3% +7 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: 132,383 shares; 2024Q4: 132,319 shares; 2025Q1: 132,434 shares; 2025Q2: 132,434 shares; 2025Q3: 132,434 shares; 2025Q4: 132,434 shares; 2026Q1: 132,377 shares; 2026Q2: 132,425 shares 132,425 $19.6M 1.26% +48 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: 26,339 shares; 2024Q4: 26,014 shares; 2025Q1: 25,759 shares; 2025Q2: 25,609 shares; 2025Q3: 25,395 shares; 2025Q4: 25,495 shares; 2026Q1: 25,160 shares; 2026Q2: 24,265 shares 24,265 $18.2M 1.17% -895 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,283 shares; 2024Q4: 130,429 shares; 2025Q1: 130,429 shares; 2025Q2: 128,606 shares; 2025Q3: 128,606 shares; 2025Q4: 120,847 shares; 2026Q1: 117,628 shares; 2026Q2: 111,422 shares 111,422 $17.6M 1.13% -6,206 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,242 shares; 2024Q4: 557,893 shares; 2025Q1: 564,336 shares; 2025Q2: 556,678 shares; 2025Q3: 556,678 shares; 2025Q4: 568,878 shares; 2026Q1: 578,912 shares; 2026Q2: 577,536 shares 577,536 $17.3M 1.11% -1,376 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: 190,102 shares; 2024Q4: 189,666 shares; 2025Q1: 189,796 shares; 2025Q2: 189,617 shares; 2025Q3: 188,777 shares; 2025Q4: 189,162 shares; 2026Q1: 189,217 shares; 2026Q2: 189,272 shares 189,272 $14.6M 0.94% +55 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,849 shares; 2024Q4: 27,714 shares; 2025Q1: 27,784 shares; 2025Q2: 27,784 shares; 2025Q3: 27,670 shares; 2025Q4: 27,637 shares; 2026Q1: 27,634 shares; 2026Q2: 110,536 shares 110,536 $13.7M 0.88% +82,902 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,014 shares; 2024Q4: 126,014 shares; 2025Q1: 126,014 shares; 2025Q2: 125,827 shares; 2025Q3: 125,827 shares; 2025Q4: 125,827 shares; 2026Q1: 125,739 shares; 2026Q2: 125,821 shares 125,821 $12.2M 0.78% +82 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: 42,557 shares; 2024Q4: 45,878 shares; 2025Q1: 47,469 shares; 2025Q2: 47,319 shares; 2025Q3: 55,965 shares; 2025Q4: 53,156 shares; 2026Q1: 53,864 shares; 2026Q2: 54,000 shares 54,000 $10.8M 0.69% +136 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,880 shares; 2024Q4: 104,685 shares; 2025Q1: 107,985 shares; 2025Q2: 115,909 shares; 2025Q3: 116,362 shares; 2025Q4: 121,461 shares; 2026Q1: 123,006 shares; 2026Q2: 126,528 shares 126,528 $10.4M 0.67% +3,522 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: 26,741 shares; 2024Q4: 27,504 shares; 2025Q1: 27,703 shares; 2025Q2: 26,937 shares; 2025Q3: 28,364 shares; 2025Q4: 27,082 shares; 2026Q1: 27,910 shares; 2026Q2: 27,831 shares 27,831 $10.4M 0.67% -79 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518,782 shares; 2026Q2: 536,380 shares 536,380 $9.51M 0.61% +17,598 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: 31,781 shares; 2024Q4: 31,836 shares; 2025Q1: 32,143 shares; 2025Q2: 34,951 shares; 2025Q3: 37,829 shares; 2025Q4: 38,462 shares; 2026Q1: 39,803 shares; 2026Q2: 39,862 shares 39,862 $9.5M 0.61% +59 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,231 shares; 2024Q4: 43,231 shares; 2025Q1: 43,231 shares; 2025Q2: 43,231 shares; 2025Q3: 43,281 shares; 2025Q4: 43,281 shares; 2026Q1: 43,281 shares; 2026Q2: 43,336 shares 43,336 $9.44M 0.61% +55 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: 58,179 shares; 2024Q4: 55,480 shares; 2025Q1: 55,429 shares; 2025Q2: 55,005 shares; 2025Q3: 54,996 shares; 2025Q4: 54,858 shares; 2026Q1: 55,978 shares; 2026Q2: 55,978 shares 55,978 $9.2M 0.59% 0 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: 33,318 shares; 2024Q4: 33,318 shares; 2025Q1: 33,373 shares; 2025Q2: 33,232 shares; 2025Q3: 26,942 shares; 2025Q4: 26,836 shares; 2026Q1: 26,646 shares; 2026Q2: 25,073 shares 25,073 $8.86M 0.57% -1,573 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,555 shares; 2024Q4: 140,555 shares; 2025Q1: 140,555 shares; 2025Q2: 140,471 shares; 2025Q3: 140,471 shares; 2025Q4: 140,471 shares; 2026Q1: 140,803 shares; 2026Q2: 140,652 shares 140,652 $7.27M 0.47% -151 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,678 shares; 2024Q4: 29,678 shares; 2025Q1: 29,678 shares; 2025Q2: 29,678 shares; 2025Q3: 29,678 shares; 2025Q4: 29,678 shares; 2026Q1: 29,678 shares; 2026Q2: 29,678 shares 29,678 $7.19M 0.46% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,426 shares; 2024Q4: 71,199 shares; 2025Q1: 70,572 shares; 2025Q2: 70,572 shares; 2025Q3: 70,334 shares; 2025Q4: 70,572 shares; 2026Q1: 70,572 shares; 2026Q2: 70,572 shares 70,572 $6.81M 0.44% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: 6,076 shares; 2025Q1: 8,605 shares; 2025Q2: 8,131 shares; 2025Q3: 8,110 shares; 2025Q4: 7,958 shares; 2026Q1: 5,337 shares; 2026Q2: 5,305 shares 5,305 $6.23M 0.4% -32 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,633 shares; 2024Q4: 50,743 shares; 2025Q1: 60,935 shares; 2025Q2: 63,198 shares; 2025Q3: 67,373 shares; 2025Q4: 70,569 shares; 2026Q1: 72,644 shares; 2026Q2: 72,316 shares 72,316 $5.55M 0.36% -328 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,905 shares; 2024Q4: 90,905 shares; 2025Q1: 90,905 shares; 2025Q2: 90,913 shares; 2025Q3: 92,083 shares; 2025Q4: 92,073 shares; 2026Q1: 92,073 shares; 2026Q2: 92,125 shares 92,125 $5.5M 0.35% +52 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: 11,389 shares; 2024Q4: 11,086 shares; 2025Q1: 10,051 shares; 2025Q2: 10,178 shares; 2025Q3: 13,249 shares; 2025Q4: 13,480 shares; 2026Q1: 15,716 shares; 2026Q2: 14,351 shares 14,351 $5.42M 0.35% -1,365 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,132 shares; 2024Q4: 7,253 shares; 2025Q1: 7,324 shares; 2025Q2: 7,328 shares; 2025Q3: 7,458 shares; 2025Q4: 7,531 shares; 2026Q1: 7,538 shares; 2026Q2: 7,378 shares 7,378 $5.33M 0.34% -160 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: 64,006 shares; 2024Q4: 64,006 shares; 2025Q1: 64,006 shares; 2025Q2: 64,006 shares; 2025Q3: 64,006 shares; 2025Q4: 64,006 shares; 2026Q1: 64,006 shares; 2026Q2: 64,006 shares 64,006 $5.24M 0.34% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares; 2026Q2: 45,000 shares 45,000 $5.04M 0.32% 0 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: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,667 shares; 2025Q4: 6,605 shares; 2026Q1: 6,605 shares; 2026Q2: 6,613 shares 6,613 $4.87M 0.31% +8 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: 13,936 shares; 2024Q4: 13,995 shares; 2025Q1: 14,077 shares; 2025Q2: 14,079 shares; 2025Q3: 14,294 shares; 2025Q4: 14,047 shares; 2026Q1: 14,442 shares; 2026Q2: 14,012 shares 14,012 $4.81M 0.31% -430 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,025 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares; 2025Q4: 15,016 shares; 2026Q1: 15,037 shares; 2026Q2: 15,083 shares 15,083 $4.74M 0.3% +46 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,151 shares; 2025Q2: 4,092 shares; 2025Q3: 4,202 shares; 2025Q4: 4,248 shares; 2026Q1: 4,256 shares; 2026Q2: 4,378 shares 4,378 $4.66M 0.3% +122 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420 $4.54M 0.29% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,133 shares; 2024Q4: 24,133 shares; 2025Q1: 24,088 shares; 2025Q2: 24,147 shares; 2025Q3: 24,462 shares; 2025Q4: 24,716 shares; 2026Q1: 24,726 shares; 2026Q2: 24,667 shares 24,667 $4.35M 0.28% -59 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: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,678 shares; 2025Q2: 10,679 shares; 2025Q3: 8,604 shares; 2025Q4: 8,612 shares; 2026Q1: 8,682 shares; 2026Q2: 8,675 shares 8,675 $4.26M 0.27% -7 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: 501 shares; 2024Q4: 498 shares; 2025Q1: 1,108 shares; 2025Q2: 1,036 shares; 2025Q3: 1,204 shares; 2025Q4: 1,286 shares; 2026Q1: 1,281 shares; 2026Q2: 3,509 shares 3,509 $4.21M 0.27% +2,228 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: 11,026 shares; 2024Q4: 11,000 shares; 2025Q1: 10,926 shares; 2025Q2: 10,868 shares; 2025Q3: 10,281 shares; 2025Q4: 10,170 shares; 2026Q1: 10,193 shares; 2026Q2: 10,654 shares 10,654 $3.76M 0.24% +461 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: 5,104 shares; 2024Q4: 10,208 shares; 2025Q1: 10,525 shares; 2025Q2: 10,519 shares; 2025Q3: 10,514 shares; 2025Q4: 10,521 shares; 2026Q1: 10,521 shares; 2026Q2: 10,539 shares 10,539 $3.59M 0.23% +18 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: 29,409 shares; 2024Q4: 28,239 shares; 2025Q1: 28,603 shares; 2025Q2: 28,105 shares; 2025Q3: 24,170 shares; 2025Q4: 24,831 shares; 2026Q1: 24,890 shares; 2026Q2: 25,439 shares 25,439 $3.48M 0.22% +549 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: 12,413 shares; 2024Q4: 12,901 shares; 2025Q1: 12,853 shares; 2025Q2: 12,795 shares; 2025Q3: 12,390 shares; 2025Q4: 12,628 shares; 2026Q1: 12,653 shares; 2026Q2: 13,023 shares 13,023 $3.31M 0.21% +370 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,392 shares; 2024Q4: 70,236 shares; 2025Q1: 64,270 shares; 2025Q2: 63,723 shares; 2025Q3: 64,528 shares; 2025Q4: 63,868 shares; 2026Q1: 62,639 shares; 2026Q2: 63,413 shares 63,413 $3.21M 0.21% +774 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,886 shares; 2025Q1: 6,997 shares; 2025Q2: 6,848 shares; 2025Q3: 7,178 shares; 2025Q4: 7,282 shares; 2026Q1: 7,305 shares; 2026Q2: 7,321 shares 7,321 $3.17M 0.2% +16 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: 1,944 shares; 2024Q4: 2,464 shares; 2025Q1: 4,167 shares; 2025Q2: 5,413 shares; 2025Q3: 5,815 shares; 2025Q4: 5,891 shares; 2026Q1: 5,844 shares; 2026Q2: 5,437 shares 5,437 $3.06M 0.2% -407 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: 4,635 shares; 2024Q4: 4,725 shares; 2025Q1: 4,854 shares; 2025Q2: 4,905 shares; 2025Q3: 5,995 shares; 2025Q4: 6,155 shares; 2026Q1: 6,318 shares; 2026Q2: 6,345 shares 6,345 $3.03M 0.19% +27 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,728 shares; 2024Q4: 13,728 shares; 2025Q1: 13,728 shares; 2025Q2: 13,312 shares; 2025Q3: 13,312 shares; 2025Q4: 13,312 shares; 2026Q1: 13,312 shares; 2026Q2: 13,312 shares 13,312 $2.94M 0.19% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,397 shares; 2025Q4: 11,660 shares; 2026Q1: 11,660 shares; 2026Q2: 11,525 shares 11,525 $2.84M 0.18% -135 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,428 shares; 2024Q4: 8,428 shares; 2025Q1: 8,430 shares; 2025Q2: 8,420 shares; 2025Q3: 8,521 shares; 2025Q4: 8,536 shares; 2026Q1: 8,459 shares; 2026Q2: 8,334 shares 8,334 $2.82M 0.18% -125 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares; 2026Q2: 9,400 shares 9,400 $2.57M 0.17% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,942 shares; 2024Q4: 20,835 shares; 2025Q1: 21,014 shares; 2025Q2: 20,938 shares; 2025Q3: 21,404 shares; 2025Q4: 21,609 shares; 2026Q1: 29,152 shares; 2026Q2: 35,159 shares 35,159 $2.54M 0.16% +6,007 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,992 shares; 2024Q4: 5,015 shares; 2025Q1: 5,038 shares; 2025Q2: 5,057 shares; 2025Q3: 5,103 shares; 2025Q4: 5,187 shares; 2026Q1: 5,036 shares; 2026Q2: 4,923 shares 4,923 $2.53M 0.16% -113 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: 11,530 shares; 2024Q4: 11,514 shares; 2025Q1: 11,648 shares; 2025Q2: 9,846 shares; 2025Q3: 10,261 shares; 2025Q4: 10,387 shares; 2026Q1: 9,912 shares; 2026Q2: 9,616 shares 9,616 $2.42M 0.16% -296 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: 39,567 shares; 2024Q4: 39,567 shares; 2025Q1: 37,045 shares; 2025Q2: 32,259 shares; 2025Q3: 34,835 shares; 2025Q4: 34,670 shares; 2026Q1: 32,882 shares; 2026Q2: 32,326 shares 32,326 $2.3M 0.15% -556 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,608 shares; 2025Q1: 2,283 shares; 2025Q2: 2,281 shares; 2025Q3: 2,313 shares; 2025Q4: 2,289 shares; 2026Q1: 2,331 shares; 2026Q2: 2,386 shares 2,386 $2.29M 0.15% +55 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,158 shares 10,158 $2.27M 0.15% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,183 shares; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares; 2025Q4: 6,674 shares; 2026Q1: 6,674 shares; 2026Q2: 6,674 shares 6,674 $2.21M 0.14% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,858 shares; 2024Q4: 27,858 shares; 2025Q1: 27,858 shares; 2025Q2: 27,858 shares; 2025Q3: 27,858 shares; 2025Q4: 27,858 shares; 2026Q1: 27,858 shares; 2026Q2: 27,858 shares 27,858 $2.12M 0.14% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,362 shares; 2024Q4: 22,361 shares; 2025Q1: 22,203 shares; 2025Q2: 22,740 shares; 2025Q3: 23,151 shares; 2025Q4: 23,463 shares; 2026Q1: 23,602 shares; 2026Q2: 23,710 shares 23,710 $2.08M 0.13% +108 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,823 shares; 2025Q3: 1,908 shares; 2025Q4: 1,920 shares; 2026Q1: 1,942 shares; 2026Q2: 2,040 shares 2,040 $2.06M 0.13% +98 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,200 shares; 2025Q1: 3,569 shares; 2025Q2: 3,551 shares; 2025Q3: 3,648 shares; 2025Q4: 3,748 shares; 2026Q1: 3,787 shares; 2026Q2: 3,928 shares 3,928 $2.04M 0.13% +141 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares; 2026Q2: 2,775 shares 2,775 $1.95M 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,335 shares; 2024Q4: 18,347 shares; 2025Q1: 10,061 shares; 2025Q2: 10,451 shares; 2025Q3: 10,797 shares; 2025Q4: 10,526 shares; 2026Q1: 10,802 shares; 2026Q2: 10,583 shares 10,583 $1.91M 0.12% -219 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,466 shares; 2026Q2: 29,631 shares 29,631 $1.86M 0.12% +165 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,747 shares; 2024Q4: 13,572 shares; 2025Q1: 12,450 shares; 2025Q2: 12,343 shares; 2025Q3: 8,052 shares; 2025Q4: 8,158 shares; 2026Q1: 8,167 shares; 2026Q2: 8,530 shares 8,530 $1.86M 0.12% +363 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: 5,805 shares; 2024Q4: 5,781 shares; 2025Q1: 4,949 shares; 2025Q2: 4,966 shares; 2025Q3: 4,999 shares; 2025Q4: 5,097 shares; 2026Q1: 4,906 shares; 2026Q2: 4,972 shares 4,972 $1.86M 0.12% +66 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,899 shares; 2024Q4: 15,497 shares; 2025Q1: 24,833 shares; 2025Q2: 24,821 shares; 2025Q3: 25,628 shares; 2025Q4: 24,659 shares; 2026Q1: 23,666 shares; 2026Q2: 23,810 shares 23,810 $1.86M 0.12% +144 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 409 shares; 2025Q4: 411 shares; 2026Q1: 409 shares; 2026Q2: 10,270 shares 10,270 $1.83M 0.12% +9,861 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,428 shares; 2024Q4: 7,436 shares; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares; 2025Q4: 7,436 shares; 2026Q1: 7,436 shares; 2026Q2: 7,436 shares 7,436 $1.81M 0.12% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 4,186 shares; 2026Q1: 8,172 shares; 2026Q2: 8,235 shares 8,235 $1.78M 0.11% +63 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,901 shares; 2024Q4: 19,333 shares; 2025Q1: 19,426 shares; 2025Q2: 20,182 shares; 2025Q3: 20,305 shares; 2025Q4: 20,305 shares; 2026Q1: 20,305 shares; 2026Q2: 20,305 shares 20,305 $1.67M 0.11% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,797 shares; 2025Q3: 4,956 shares; 2025Q4: 4,844 shares; 2026Q1: 5,010 shares; 2026Q2: 5,010 shares 5,010 $1.67M 0.11% 0 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: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 8,624 shares; 2026Q1: 8,624 shares; 2026Q2: 8,624 shares 8,624 $1.64M 0.11% 0 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: 5,461 shares; 2024Q4: 5,470 shares; 2025Q1: 7,563 shares; 2025Q2: 8,184 shares; 2025Q3: 8,187 shares; 2025Q4: 8,229 shares; 2026Q1: 8,303 shares; 2026Q2: 8,483 shares 8,483 $1.62M 0.1% +180 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,470 shares; 2024Q4: 13,846 shares; 2025Q1: 13,852 shares; 2025Q2: 13,822 shares; 2025Q3: 13,440 shares; 2025Q4: 12,520 shares; 2026Q1: 12,520 shares; 2026Q2: 12,520 shares 12,520 $1.56M 0.1% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,737 shares; 2026Q1: 21,762 shares; 2026Q2: 35,587 shares 35,587 $1.49M 0.1% +13,825 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,140 shares 4,140 $1.39M 0.09% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,952 shares; 2024Q4: 24,080 shares; 2025Q1: 24,080 shares; 2025Q2: 23,711 shares; 2025Q3: 23,874 shares; 2025Q4: 23,874 shares; 2026Q1: 25,866 shares; 2026Q2: 24,510 shares 24,510 $1.37M 0.09% -1,356 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,290 shares; 2025Q2: 3,276 shares; 2025Q3: 3,284 shares; 2025Q4: 3,309 shares; 2026Q1: 3,298 shares; 2026Q2: 3,048 shares 3,048 $1.36M 0.09% -250 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 542 shares; 2025Q2: 546 shares; 2025Q3: 641 shares; 2025Q4: 650 shares; 2026Q1: 662 shares; 2026Q2: 665 shares 665 $1.32M 0.08% +3 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,831 shares 19,831 $1.31M 0.08% new 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: 8,987 shares; 2024Q4: 8,737 shares; 2025Q1: 8,599 shares; 2025Q2: 8,498 shares; 2025Q3: 8,490 shares; 2025Q4: 8,642 shares; 2026Q1: 8,730 shares; 2026Q2: 8,602 shares 8,602 $1.3M 0.08% -128 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,144 shares; 2025Q2: 15,126 shares; 2025Q3: 15,119 shares; 2025Q4: 15,029 shares; 2026Q1: 15,053 shares; 2026Q2: 13,982 shares 13,982 $1.29M 0.08% -1,071 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: 12,657 shares; 2024Q4: 12,657 shares; 2025Q1: 12,629 shares; 2025Q2: 12,877 shares; 2025Q3: 13,740 shares; 2025Q4: 13,111 shares; 2026Q1: 13,791 shares; 2026Q2: 11,294 shares 11,294 $1.28M 0.08% -2,497 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,686 shares; 2025Q3: 2,793 shares; 2025Q4: 2,723 shares; 2026Q1: 2,856 shares; 2026Q2: 2,893 shares 2,893 $1.25M 0.08% +37 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,059 shares; 2024Q4: 13,225 shares; 2025Q1: 13,159 shares; 2025Q2: 13,018 shares; 2025Q3: 13,374 shares; 2025Q4: 13,090 shares; 2026Q1: 13,392 shares; 2026Q2: 13,305 shares 13,305 $1.23M 0.08% -87 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,429 shares; 2025Q1: 1,456 shares; 2025Q2: 1,469 shares; 2025Q3: 1,463 shares; 2025Q4: 1,499 shares; 2026Q1: 1,208 shares; 2026Q2: 1,198 shares 1,198 $1.17M 0.08% -10 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,911 shares; 2024Q4: 3,389 shares; 2025Q1: 3,416 shares; 2025Q2: 3,404 shares; 2025Q3: 3,731 shares; 2025Q4: 4,280 shares; 2026Q1: 4,321 shares; 2026Q2: 4,324 shares 4,324 $1.16M 0.07% +3 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,208 shares 5,208 $1.15M 0.07% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,255 shares; 2024Q4: 8,255 shares; 2025Q1: 8,394 shares; 2025Q2: 8,459 shares; 2025Q3: 8,538 shares; 2025Q4: 8,482 shares; 2026Q1: 8,543 shares; 2026Q2: 8,860 shares 8,860 $1.14M 0.07% +317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,341 shares 15,341 $1.1M 0.07% new 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: 4,233 shares; 2024Q4: 4,248 shares; 2025Q1: 4,188 shares; 2025Q2: 5,933 shares; 2025Q3: 2,396 shares; 2025Q4: 2,556 shares; 2026Q1: 2,654 shares; 2026Q2: 2,600 shares 2,600 $1.08M 0.07% -54 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,870 shares; 2024Q4: 29,097 shares; 2025Q1: 28,870 shares; 2025Q2: 29,013 shares; 2025Q3: 29,563 shares; 2025Q4: 31,392 shares; 2026Q1: 32,916 shares; 2026Q2: 33,005 shares 33,005 $1.06M 0.07% +89 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,103 shares; 2024Q4: 10,103 shares; 2025Q1: 10,103 shares; 2025Q2: 10,103 shares; 2025Q3: 8,903 shares; 2025Q4: 8,903 shares; 2026Q1: 8,059 shares; 2026Q2: 8,059 shares 8,059 $991K 0.06% 0 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: 9,346 shares; 2024Q4: 5,721 shares; 2025Q1: 5,801 shares; 2025Q2: 5,976 shares; 2025Q3: 6,644 shares; 2025Q4: 7,343 shares; 2026Q1: 7,305 shares; 2026Q2: 8,286 shares 8,286 $973K 0.06% +981 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,400 shares; 2024Q4: 14,710 shares; 2025Q1: 16,420 shares; 2025Q2: 16,806 shares; 2025Q3: 24,156 shares; 2025Q4: 24,156 shares; 2026Q1: 26,456 shares; 2026Q2: 26,456 shares 26,456 $973K 0.06% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares; 2026Q2: 3,284 shares 3,284 $938K 0.06% 0 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: 5,230 shares; 2024Q4: 5,208 shares; 2025Q1: 4,038 shares; 2025Q2: 4,148 shares; 2025Q3: 4,490 shares; 2025Q4: 4,706 shares; 2026Q1: 4,726 shares; 2026Q2: 4,796 shares 4,796 $910K 0.06% +70 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: 15,628 shares; 2024Q4: 6,681 shares; 2025Q1: 16,061 shares; 2025Q2: 15,338 shares; 2025Q3: 6,507 shares; 2025Q4: 6,485 shares; 2026Q1: 6,378 shares; 2026Q2: 7,034 shares 7,034 $904K 0.06% +656 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,643 shares; 2024Q4: 25,977 shares; 2025Q1: 25,343 shares; 2025Q2: 25,747 shares; 2025Q3: 25,747 shares; 2025Q4: 25,883 shares; 2026Q1: 25,883 shares; 2026Q2: 28,804 shares 28,804 $870K 0.06% +2,921 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,527 shares; 2024Q4: 14,173 shares; 2025Q1: 14,834 shares; 2025Q2: 15,567 shares; 2025Q3: 15,671 shares; 2025Q4: 15,626 shares; 2026Q1: 15,626 shares; 2026Q2: 15,626 shares 15,626 $855K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,420 shares; 2024Q4: 39,840 shares; 2025Q1: 39,840 shares; 2025Q2: 39,840 shares; 2025Q3: 39,840 shares; 2025Q4: 44,040 shares; 2026Q1: 44,040 shares; 2026Q2: 44,040 shares 44,040 $842K 0.05% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,586 shares; 2024Q4: 21,486 shares; 2025Q1: 18,786 shares; 2025Q2: 18,586 shares; 2025Q3: 18,586 shares; 2025Q4: 18,586 shares; 2026Q1: 18,602 shares; 2026Q2: 19,452 shares 19,452 $827K 0.05% +850 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,270 shares; 2024Q4: 15,270 shares; 2025Q1: 15,270 shares; 2025Q2: 15,270 shares; 2025Q3: 15,270 shares; 2025Q4: 15,270 shares; 2026Q1: 14,670 shares; 2026Q2: 14,670 shares 14,670 $826K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,916 shares; 2024Q4: 8,968 shares; 2025Q1: 10,737 shares; 2025Q2: 10,024 shares; 2025Q3: 9,188 shares; 2025Q4: 9,698 shares; 2026Q1: 9,200 shares; 2026Q2: 8,447 shares 8,447 $813K 0.05% -753 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,315 shares; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares 6,170 $812K 0.05% 0 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: 2,662 shares; 2024Q4: 2,538 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares; 2026Q2: 2,323 shares 2,323 $799K 0.05% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,420 shares; 2024Q4: 26,457 shares; 2025Q1: 28,272 shares; 2025Q2: 28,272 shares; 2025Q3: 28,543 shares; 2025Q4: 28,543 shares; 2026Q1: 31,573 shares; 2026Q2: 31,897 shares 31,897 $797K 0.05% +324 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,803 shares; 2024Q4: 4,573 shares; 2025Q1: 4,022 shares; 2025Q2: 4,010 shares; 2025Q3: 4,028 shares; 2025Q4: 4,160 shares; 2026Q1: 3,970 shares; 2026Q2: 3,943 shares 3,943 $795K 0.05% -27 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,268 shares; 2024Q4: 3,298 shares; 2025Q1: 3,060 shares; 2025Q2: 3,100 shares; 2025Q3: 3,176 shares; 2025Q4: 3,253 shares; 2026Q1: 3,104 shares; 2026Q2: 3,095 shares 3,095 $791K 0.05% -9 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,360 shares; 2025Q3: 4,358 shares; 2025Q4: 4,382 shares; 2026Q1: 4,367 shares; 2026Q2: 4,361 shares 4,361 $783K 0.05% -6 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,346 shares; 2025Q2: 10,346 shares; 2025Q3: 10,346 shares; 2025Q4: 10,346 shares; 2026Q1: 10,346 shares; 2026Q2: 10,346 shares 10,346 $783K 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 3,669 shares; 2025Q1: 5,880 shares; 2025Q2: 3,639 shares; 2025Q3: 3,662 shares; 2025Q4: 3,720 shares; 2026Q1: 3,738 shares; 2026Q2: 3,815 shares 3,815 $782K 0.05% +77 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,133 shares; 2024Q4: 7,539 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares; 2026Q2: 625 shares 625 $721K 0.05% +18 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,106 shares; 2024Q4: 5,106 shares; 2025Q1: 7,563 shares; 2025Q2: 7,581 shares; 2025Q3: 7,554 shares; 2025Q4: 9,627 shares; 2026Q1: 9,615 shares; 2026Q2: 9,513 shares 9,513 $693K 0.04% -102 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 3,470 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $690K 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,412 shares; 2025Q2: 6,260 shares; 2025Q3: 6,219 shares; 2025Q4: 6,435 shares; 2026Q1: 6,174 shares; 2026Q2: 6,339 shares 6,339 $684K 0.04% +165 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 2024Q4: 1,219 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,217 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares; 2026Q2: 1,237 shares 1,237 $670K 0.04% +5 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: 1,775 shares; 2024Q4: 1,741 shares; 2025Q1: 1,807 shares; 2025Q2: 1,786 shares; 2025Q3: 1,882 shares; 2025Q4: 1,783 shares; 2026Q1: 1,962 shares; 2026Q2: 2,205 shares 2,205 $657K 0.04% +243 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,378 shares; 2024Q4: 13,398 shares; 2025Q1: 13,398 shares; 2025Q2: 13,415 shares; 2025Q3: 13,426 shares; 2025Q4: 13,278 shares; 2026Q1: 13,278 shares; 2026Q2: 13,278 shares 13,278 $651K 0.04% 0 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: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 5,711 shares; 2026Q1: 5,711 shares; 2026Q2: 5,728 shares 5,728 $651K 0.04% +17 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: 8,964 shares; 2024Q4: 8,964 shares; 2025Q1: 8,948 shares; 2025Q2: 12,902 shares; 2025Q3: 12,838 shares; 2025Q4: 13,169 shares; 2026Q1: 13,253 shares; 2026Q2: 13,243 shares 13,243 $636K 0.04% -10 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,857 shares 1,857 $634K 0.04% +3 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,564 shares; 2025Q1: 6,048 shares; 2025Q2: 5,520 shares; 2025Q3: 5,695 shares; 2025Q4: 8,112 shares; 2026Q1: 7,521 shares; 2026Q2: 7,584 shares 7,584 $627K 0.04% +63 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,334 shares; 2024Q4: 6,345 shares; 2025Q1: 6,300 shares; 2025Q2: 6,270 shares; 2025Q3: 6,212 shares; 2025Q4: 2,023 shares; 2026Q1: 2,110 shares; 2026Q2: 2,255 shares 2,255 $613K 0.04% +145 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,700 shares; 2025Q1: not reported; 2025Q2: 6,600 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares; 2026Q1: 2,205 shares; 2026Q2: 2,205 shares 2,205 $609K 0.04% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $595K 0.04% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares; 2026Q2: 1,498 shares 1,498 $594K 0.04% 0 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: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 8,020 shares; 2025Q2: 7,712 shares; 2025Q3: 8,787 shares; 2025Q4: 9,068 shares; 2026Q1: 8,031 shares; 2026Q2: 10,070 shares 10,070 $574K 0.04% +2,039 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,448 shares; 2025Q2: 3,434 shares; 2025Q3: 3,418 shares; 2025Q4: 3,513 shares; 2026Q1: 3,485 shares; 2026Q2: 3,457 shares 3,457 $563K 0.04% -28 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,203 shares; 2024Q4: 6,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,203 shares; 2026Q1: 6,203 shares; 2026Q2: 6,209 shares 6,209 $563K 0.04% +6 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: 7,684 shares; 2024Q4: 7,684 shares; 2025Q1: 7,801 shares; 2025Q2: 7,747 shares; 2025Q3: 4,196 shares; 2025Q4: 4,470 shares; 2026Q1: 4,261 shares; 2026Q2: 4,504 shares 4,504 $560K 0.04% +243 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: 6,220 shares; 2024Q4: 6,239 shares; 2025Q1: 6,239 shares; 2025Q2: 6,329 shares; 2025Q3: 6,705 shares; 2025Q4: 5,821 shares; 2026Q1: 7,404 shares; 2026Q2: 7,411 shares 7,411 $551K 0.04% +7 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,643 shares; 2025Q3: 1,704 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 6,819 shares 6,819 $549K 0.04% +5,119 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 13,425 shares; 2025Q2: 13,525 shares; 2025Q3: 14,704 shares; 2025Q4: 14,381 shares; 2026Q1: 14,335 shares; 2026Q2: 14,335 shares 14,335 $545K 0.04% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS 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: 6,100 shares; 2026Q2: 7,255 shares 7,255 $545K 0.03% +1,155 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,130 shares; 2024Q4: 16,721 shares; 2025Q1: 16,130 shares; 2025Q2: 16,130 shares; 2025Q3: 16,130 shares; 2025Q4: 16,130 shares; 2026Q1: 16,130 shares; 2026Q2: 16,130 shares 16,130 $537K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,659 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,659 shares; 2025Q3: 5,659 shares; 2025Q4: 4,934 shares; 2026Q1: 4,934 shares; 2026Q2: 4,934 shares 4,934 $529K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 1,111 shares; 2026Q1: 575 shares; 2026Q2: 1,242 shares 1,242 $522K 0.03% +667 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: 2,060 shares; 2024Q4: 1,909 shares; 2025Q1: 1,921 shares; 2025Q2: 3,384 shares; 2025Q3: 3,867 shares; 2025Q4: 3,973 shares; 2026Q1: 3,871 shares; 2026Q2: 3,858 shares 3,858 $522K 0.03% -13 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,285 shares; 2024Q4: 3,824 shares; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,469 shares; 2025Q4: 2,845 shares; 2026Q1: 2,585 shares; 2026Q2: 2,475 shares 2,475 $518K 0.03% -110 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,711 shares; 2025Q3: 6,751 shares; 2025Q4: 10,451 shares; 2026Q1: 10,651 shares; 2026Q2: 10,651 shares 10,651 $515K 0.03% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,207 shares; 2026Q1: 6,512 shares; 2026Q2: 6,566 shares 6,566 $511K 0.03% +54 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: 9,607 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 866 shares 866 $503K 0.03% new 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: 6,435 shares; 2024Q4: 6,505 shares; 2025Q1: 6,628 shares; 2025Q2: 6,689 shares; 2025Q3: 7,814 shares; 2025Q4: 8,077 shares; 2026Q1: 8,346 shares; 2026Q2: 8,689 shares 8,689 $501K 0.03% +343 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: 8,754 shares; 2024Q4: 7,819 shares; 2025Q1: 7,953 shares; 2025Q2: 8,236 shares; 2025Q3: 8,438 shares; 2025Q4: 8,528 shares; 2026Q1: 2,368 shares; 2026Q2: 2,659 shares 2,659 $491K 0.03% +291 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: 5,762 shares; 2024Q4: 8,742 shares; 2025Q1: 8,521 shares; 2025Q2: 10,041 shares; 2025Q3: 10,171 shares; 2025Q4: 10,037 shares; 2026Q1: 9,744 shares; 2026Q2: 9,744 shares 9,744 $485K 0.03% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,800 shares; 2024Q4: 20,800 shares; 2025Q1: 20,936 shares; 2025Q2: 20,845 shares; 2025Q3: 23,205 shares; 2025Q4: 22,953 shares; 2026Q1: 24,964 shares; 2026Q2: 24,400 shares 24,400 $485K 0.03% -564 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,819 shares; 2024Q4: 8,713 shares; 2025Q1: 8,713 shares; 2025Q2: 8,713 shares; 2025Q3: 6,280 shares; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares; 2026Q2: 4,986 shares 4,986 $477K 0.03% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,502 shares; 2026Q2: 2,496 shares 2,496 $473K 0.03% -6 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,397 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,375 shares; 2025Q3: 5,446 shares; 2025Q4: 6,185 shares; 2026Q1: 6,114 shares; 2026Q2: 6,081 shares 6,081 $472K 0.03% -33 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,699 shares; 2025Q4: 4,272 shares; 2026Q1: 4,272 shares; 2026Q2: 4,272 shares 4,272 $467K 0.03% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,590 shares; 2025Q1: 15,490 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares; 2025Q4: 15,490 shares; 2026Q1: 15,490 shares; 2026Q2: 15,490 shares 15,490 $458K 0.03% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares; 2026Q2: 5,206 shares 5,206 $458K 0.03% +29 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: 1,573 shares; 2025Q3: 1,790 shares; 2025Q4: 2,000 shares; 2026Q1: 1,970 shares; 2026Q2: 2,003 shares 2,003 $455K 0.03% +33 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: 1,094 shares; 2025Q1: 1,255 shares; 2025Q2: 1,243 shares; 2025Q3: 1,558 shares; 2025Q4: 1,504 shares; 2026Q1: 1,553 shares; 2026Q2: 1,673 shares 1,673 $452K 0.03% +120 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 4,138 shares; 2025Q2: 4,132 shares; 2025Q3: 4,440 shares; 2025Q4: 4,214 shares; 2026Q1: 4,400 shares; 2026Q2: 4,939 shares 4,939 $448K 0.03% +539 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,086 shares; 2024Q4: 3,081 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares; 2026Q2: 2,808 shares 2,808 $446K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189 shares; 2024Q4: 1,187 shares; 2025Q1: 1,179 shares; 2025Q2: 1,201 shares; 2025Q3: 1,196 shares; 2025Q4: 1,278 shares; 2026Q1: 1,283 shares; 2026Q2: 1,405 shares 1,405 $440K 0.03% +122 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 15,499 shares; 2026Q1: 16,399 shares; 2026Q2: 16,378 shares 16,378 $440K 0.03% -21 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,850 shares; 2024Q4: 18,850 shares; 2025Q1: 18,850 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares; 2026Q2: 10,050 shares 10,050 $440K 0.03% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,450 shares; 2024Q4: 41,850 shares; 2025Q1: 41,850 shares; 2025Q2: 41,850 shares; 2025Q3: 41,850 shares; 2025Q4: 31,550 shares; 2026Q1: 19,700 shares; 2026Q2: 19,700 shares 19,700 $439K 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: 2,580 shares; 2024Q4: 2,203 shares; 2025Q1: 2,236 shares; 2025Q2: 2,227 shares; 2025Q3: 2,279 shares; 2025Q4: 2,194 shares; 2026Q1: 1,787 shares; 2026Q2: 1,804 shares 1,804 $431K 0.03% +17 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 924 shares; 2026Q1: 1,743 shares; 2026Q2: 1,646 shares 1,646 $430K 0.03% -97 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 11,138 shares; 2025Q4: 10,627 shares; 2026Q1: 13,470 shares; 2026Q2: 13,488 shares 13,488 $423K 0.03% +18 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,062 shares; 2024Q4: 18,087 shares; 2025Q1: 18,087 shares; 2025Q2: 18,087 shares; 2025Q3: 18,087 shares; 2025Q4: 14,351 shares; 2026Q1: 14,351 shares; 2026Q2: 14,351 shares 14,351 $416K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares; 2026Q1: 681 shares; 2026Q2: 1,129 shares 1,129 $409K 0.03% +448 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479 shares; 2024Q4: 1,416 shares; 2025Q1: 1,390 shares; 2025Q2: 1,342 shares; 2025Q3: 1,332 shares; 2025Q4: 1,316 shares; 2026Q1: 1,238 shares; 2026Q2: 1,205 shares 1,205 $408K 0.03% -33 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,731 shares; 2025Q2: 21,756 shares; 2025Q3: 22,984 shares; 2025Q4: 22,309 shares; 2026Q1: 22,288 shares; 2026Q2: 22,321 shares 22,321 $394K 0.03% +33 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,032 shares; 2025Q3: 5,372 shares; 2025Q4: 5,397 shares; 2026Q1: 5,427 shares; 2026Q2: 5,427 shares 5,427 $394K 0.03% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 2,919 shares; 2026Q2: 4,651 shares 4,651 $387K 0.02% +1,732 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG 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: 11,962 shares; 2025Q4: 11,962 shares; 2026Q1: 11,962 shares; 2026Q2: 11,791 shares 11,791 $378K 0.02% -171 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: 3,411 shares; 2024Q4: 3,675 shares; 2025Q1: 3,755 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares; 2025Q4: 3,706 shares; 2026Q1: 4,308 shares; 2026Q2: 4,321 shares 4,321 $376K 0.02% +13 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,754 shares 2,754 $366K 0.02% +4 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,269 shares; 2024Q4: 2,562 shares; 2025Q1: 2,607 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares; 2026Q2: 2,566 shares 2,566 $349K 0.02% +4 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,212 shares; 2025Q2: 2,280 shares; 2025Q3: 2,556 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,645 shares 3,645 $349K 0.02% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 1,925 shares; 2026Q2: 3,320 shares 3,320 $338K 0.02% +1,395 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: 2,811 shares; 2025Q1: 2,993 shares; 2025Q2: 2,856 shares; 2025Q3: 2,639 shares; 2025Q4: 2,924 shares; 2026Q1: 2,904 shares; 2026Q2: 3,139 shares 3,139 $337K 0.02% +235 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 741 shares; 2025Q2: 745 shares; 2025Q3: 767 shares; 2025Q4: 768 shares; 2026Q1: 767 shares; 2026Q2: 745 shares 745 $336K 0.02% -22 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,643 shares; 2024Q4: 18,215 shares; 2025Q1: 16,996 shares; 2025Q2: 17,160 shares; 2025Q3: 18,582 shares; 2025Q4: 17,862 shares; 2026Q1: 18,446 shares; 2026Q2: 16,716 shares 16,716 $335K 0.02% -1,730 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 632 shares; 2025Q4: 636 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $335K 0.02% 0 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 763 shares; 2025Q2: 622 shares; 2025Q3: 661 shares; 2025Q4: 741 shares; 2026Q1: 770 shares; 2026Q2: 779 shares 779 $332K 0.02% +9 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 837 shares; 2025Q2: 731 shares; 2025Q3: 749 shares; 2025Q4: 814 shares; 2026Q1: 744 shares; 2026Q2: 793 shares 793 $323K 0.02% +49 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,135 shares 7,135 $322K 0.02% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,075 shares; 2024Q4: 6,139 shares; 2025Q1: 6,128 shares; 2025Q2: 6,054 shares; 2025Q3: 6,034 shares; 2025Q4: 6,034 shares; 2026Q1: 6,015 shares; 2026Q2: 6,015 shares 6,015 $318K 0.02% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,720 shares; 2026Q2: 4,205 shares 4,205 $315K 0.02% -515 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: 4,907 shares; 2024Q4: 4,907 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 5,026 shares; 2025Q4: 4,963 shares; 2026Q1: 4,976 shares; 2026Q2: 5,005 shares 5,005 $315K 0.02% +29 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,243 shares 2,243 $314K 0.02% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 480 shares; 2026Q2: 483 shares 483 $311K 0.02% +3 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 907 shares; 2026Q2: 887 shares 887 $310K 0.02% -20 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,480 shares; 2025Q2: 2,360 shares; 2025Q3: 2,725 shares; 2025Q4: 2,752 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $310K 0.02% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 11,228 shares; 2026Q1: 11,338 shares; 2026Q2: 11,392 shares 11,392 $310K 0.02% +54 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,017 shares 4,017 $301K 0.02% +17 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 3,288 shares; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,309 shares; 2026Q1: 3,408 shares; 2026Q2: 3,408 shares 3,408 $299K 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,849 shares; 2026Q1: 6,849 shares; 2026Q2: 5,570 shares 5,570 $296K 0.02% -1,279 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,307 shares; 2024Q4: 7,307 shares; 2025Q1: 7,307 shares; 2025Q2: 7,225 shares; 2025Q3: 7,225 shares; 2025Q4: 7,618 shares; 2026Q1: 7,644 shares; 2026Q2: 5,503 shares 5,503 $295K 0.02% -2,141 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,381 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,170 shares; 2025Q3: 2,267 shares; 2025Q4: 2,169 shares; 2026Q1: 2,251 shares; 2026Q2: 2,260 shares 2,260 $293K 0.02% +9 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $287K 0.02% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 5,004 shares; 2025Q3: 5,004 shares; 2025Q4: 5,090 shares; 2026Q1: 5,086 shares; 2026Q2: 5,098 shares 5,098 $282K 0.02% +12 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares; 2025Q4: 4,614 shares; 2026Q1: 3,728 shares; 2026Q2: 4,041 shares 4,041 $280K 0.02% +313 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,324 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 823 shares; 2026Q1: 803 shares; 2026Q2: 785 shares 785 $278K 0.02% -18 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,556 shares; 2026Q2: 1,547 shares 1,547 $275K 0.02% -9 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,007 shares; 2025Q3: 4,525 shares; 2025Q4: 4,422 shares; 2026Q1: 3,177 shares; 2026Q2: 3,152 shares 3,152 $273K 0.02% -25 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,737 shares 19,737 $272K 0.02% new 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: not reported; 2024Q4: 3,280 shares; 2025Q1: 3,239 shares; 2025Q2: 5,763 shares; 2025Q3: 5,990 shares; 2025Q4: 6,101 shares; 2026Q1: 5,919 shares; 2026Q2: 6,625 shares 6,625 $272K 0.02% +706 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $260K 0.02% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,362 shares; 2026Q2: 11,409 shares 11,409 $260K 0.02% +47 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,583 shares 1,583 $257K 0.02% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 716 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 815 shares 815 $256K 0.02% +2 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,540 shares; 2024Q4: 8,990 shares; 2025Q1: 8,990 shares; 2025Q2: 20,090 shares; 2025Q3: 13,690 shares; 2025Q4: 11,040 shares; 2026Q1: 6,740 shares; 2026Q2: 6,740 shares 6,740 $253K 0.02% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,123 shares; 2025Q4: not reported; 2026Q1: 1,558 shares; 2026Q2: 1,774 shares 1,774 $252K 0.02% +216 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares; 2026Q2: 2,570 shares 2,570 $247K 0.02% +245 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: not reported; 2026Q2: 849 shares 849 $246K 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 3,008 shares; 2025Q4: 2,956 shares; 2026Q1: 2,956 shares; 2026Q2: 2,956 shares 2,956 $246K 0.02% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 1,425 shares; 2026Q2: 1,452 shares 1,452 $245K 0.02% +27 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,574 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 8,621 shares; 2025Q3: 8,574 shares; 2025Q4: 8,710 shares; 2026Q1: 8,705 shares; 2026Q2: 8,574 shares 8,574 $242K 0.02% -131 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: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 2,600 shares; 2025Q2: 2,586 shares; 2025Q3: 2,817 shares; 2025Q4: 2,946 shares; 2026Q1: 2,785 shares; 2026Q2: 3,090 shares 3,090 $242K 0.02% +305 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,166 shares 10,166 $241K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 204 shares; 2026Q1: 210 shares; 2026Q2: 792 shares 792 $239K 0.02% +582 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 2,001 shares; 2026Q1: not reported; 2026Q2: 2,046 shares 2,046 $238K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,699 shares 1,699 $237K 0.02% new 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: 15,266 shares; 2024Q4: 15,266 shares; 2025Q1: 15,696 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 2,833 shares; 2026Q1: 2,845 shares; 2026Q2: 2,819 shares 2,819 $236K 0.02% -26 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 1,735 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $233K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,626 shares 2,626 $233K 0.01% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,660 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,631 shares; 2026Q1: 3,620 shares; 2026Q2: 3,668 shares 3,668 $230K 0.01% +48 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,863 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,764 shares; 2025Q4: 8,894 shares; 2026Q1: not reported; 2026Q2: 9,027 shares 9,027 $228K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,476 shares; 2026Q2: 1,440 shares 1,440 $226K 0.01% -36 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: 11,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 9,783 shares; 2025Q4: 10,026 shares; 2026Q1: 10,650 shares; 2026Q2: 9,321 shares 9,321 $224K 0.01% -1,329 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: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,169 shares; 2026Q2: 5,193 shares 5,193 $224K 0.01% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,757 shares 2,757 $224K 0.01% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,449 shares 2,449 $222K 0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares; 2026Q1: not reported; 2026Q2: 540 shares 540 $221K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,351 shares; 2024Q4: 8,350 shares; 2025Q1: 8,294 shares; 2025Q2: 8,532 shares; 2025Q3: 7,087 shares; 2025Q4: 7,177 shares; 2026Q1: not reported; 2026Q2: 4,546 shares 4,546 $218K 0.01% new Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; 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: 5,453 shares 5,453 $217K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,545 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 1,815 shares 1,815 $216K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 5,557 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 5,292 shares; 2025Q4: 5,292 shares; 2026Q1: 5,785 shares; 2026Q2: 5,531 shares 5,531 $215K 0.01% -254 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 1,147 shares; 2026Q1: not reported; 2026Q2: 1,212 shares 1,212 $211K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,413 shares 1,413 $207K 0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: not reported; 2025Q3: 1,276 shares; 2025Q4: 1,281 shares; 2026Q1: 1,276 shares; 2026Q2: 1,276 shares 1,276 $205K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,600 shares; 2025Q1: 2,615 shares; 2025Q2: 2,600 shares; 2025Q3: 2,698 shares; 2025Q4: 2,946 shares; 2026Q1: 3,166 shares; 2026Q2: 3,047 shares 3,047 $204K 0.01% -119 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,919 shares 6,919 $201K 0.01% new Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,077 shares; 2024Q4: 11,077 shares; 2025Q1: 11,077 shares; 2025Q2: 11,077 shares; 2025Q3: 7,960 shares; 2025Q4: not reported; 2026Q1: 10,660 shares; 2026Q2: 10,660 shares 10,660 $193K 0.01% 0 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,167 shares; 2025Q2: 10,733 shares; 2025Q3: 10,918 shares; 2025Q4: 11,108 shares; 2026Q1: 11,300 shares; 2026Q2: 11,472 shares 11,472 $177K 0.01% +172 Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 14,761 shares; 2025Q4: 29,768 shares; 2026Q1: 35,835 shares; 2026Q2: 19,681 shares 19,681 $44.3K <0.01% -16,154 Timeline