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: 7,833,992 shares; 2024Q4: 7,873,807 shares; 2025Q1: 8,458,435 shares; 2025Q2: 7,767,509 shares; 2025Q3: 8,551,906 shares; 2025Q4: 8,648,161 shares; 2026Q1: 8,726,405 shares; 2026Q2: 8,759,071 shares 8,759,071 $3.09B 17.34% +32,666 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,786,899 shares; 2024Q4: 4,868,929 shares; 2025Q1: 5,349,243 shares; 2025Q2: 5,215,607 shares; 2025Q3: 5,511,314 shares; 2025Q4: 5,705,891 shares; 2026Q1: 5,763,602 shares; 2026Q2: 5,857,815 shares 5,857,815 $1.37B 7.7% +94,213 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,610 shares; 2024Q4: 53,172 shares; 2025Q1: 1,174,242 shares; 2025Q2: 3,735,407 shares; 2025Q3: 4,762,043 shares; 2025Q4: 5,248,830 shares; 2026Q1: 5,744,706 shares; 2026Q2: 6,026,439 shares 6,026,439 $772M 4.33% +281,733 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,777,846 shares; 2025Q2: 7,766,678 shares; 2025Q3: 10,425,820 shares; 2025Q4: 12,380,010 shares; 2026Q1: 14,422,179 shares; 2026Q2: 15,629,633 shares 15,629,633 $731M 4.1% +1,207,454 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: 5,454,559 shares; 2024Q4: 5,628,340 shares; 2025Q1: 5,900,252 shares; 2025Q2: 6,418,158 shares; 2025Q3: 7,209,032 shares; 2025Q4: 7,608,929 shares; 2026Q1: 8,063,098 shares; 2026Q2: 8,363,846 shares 8,363,846 $708M 3.97% +300,748 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,478,647 shares; 2024Q4: 8,316,836 shares; 2025Q1: 8,545,925 shares; 2025Q2: 8,888,716 shares; 2025Q3: 9,302,563 shares; 2025Q4: 9,443,109 shares; 2026Q1: 9,550,931 shares; 2026Q2: 10,065,428 shares 10,065,428 $507M 2.84% +514,497 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173,282 shares; 2024Q4: 1,213,149 shares; 2025Q1: 1,519,476 shares; 2025Q2: 1,275,279 shares; 2025Q3: 1,522,715 shares; 2025Q4: 1,540,363 shares; 2026Q1: 1,588,842 shares; 2026Q2: 1,596,965 shares 1,596,965 $462M 2.59% +8,123 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: 330,784 shares; 2024Q4: 336,564 shares; 2025Q1: 428,183 shares; 2025Q2: 404,054 shares; 2025Q3: 441,308 shares; 2025Q4: 461,430 shares; 2026Q1: 456,556 shares; 2026Q2: 471,257 shares 471,257 $352M 1.98% +14,701 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: 2,517,381 shares; 2024Q4: 2,483,216 shares; 2025Q1: 2,479,175 shares; 2025Q2: 2,279,446 shares; 2025Q3: 2,409,948 shares; 2025Q4: 2,372,059 shares; 2026Q1: 2,236,643 shares; 2026Q2: 2,200,705 shares 2,200,705 $303M 1.7% -35,938 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,576,222 shares; 2024Q4: 4,634,594 shares; 2025Q1: 4,788,489 shares; 2025Q2: 4,366,773 shares; 2025Q3: 4,769,364 shares; 2025Q4: 4,781,932 shares; 2026Q1: 2,767,124 shares; 2026Q2: 2,445,430 shares 2,445,430 $291M 1.63% -321,694 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,667 shares; 2024Q4: 294,591 shares; 2025Q1: 205,316 shares; 2025Q2: 434,135 shares; 2025Q3: 462,250 shares; 2025Q4: 500,906 shares; 2026Q1: 5,905,175 shares; 2026Q2: 6,701,176 shares 6,701,176 $271M 1.52% +796,001 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: 684,424 shares; 2024Q4: 670,409 shares; 2025Q1: 685,240 shares; 2025Q2: 643,050 shares; 2025Q3: 686,049 shares; 2025Q4: 684,670 shares; 2026Q1: 679,680 shares; 2026Q2: 680,281 shares 680,281 $240M 1.35% +601 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: 840,780 shares; 2024Q4: 884,285 shares; 2025Q1: 945,865 shares; 2025Q2: 851,540 shares; 2025Q3: 950,465 shares; 2025Q4: 1,017,240 shares; 2026Q1: 1,106,883 shares; 2026Q2: 1,142,468 shares 1,142,468 $229M 1.28% +35,585 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: 322,292 shares; 2024Q4: 342,347 shares; 2025Q1: 482,005 shares; 2025Q2: 466,074 shares; 2025Q3: 512,306 shares; 2025Q4: 530,310 shares; 2026Q1: 540,626 shares; 2026Q2: 552,823 shares 552,823 $206M 1.16% +12,197 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: 2,224,077 shares; 2024Q4: 6,505,668 shares; 2025Q1: 6,470,877 shares; 2025Q2: 6,496,557 shares; 2025Q3: 6,694,089 shares; 2025Q4: 6,688,619 shares; 2026Q1: 6,595,221 shares; 2026Q2: 6,571,056 shares 6,571,056 $190M 1.07% -24,165 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,009,564 shares; 2025Q2: 1,071,101 shares; 2025Q3: 1,148,037 shares; 2025Q4: 1,211,257 shares; 2026Q1: 1,248,350 shares; 2026Q2: 1,305,326 shares 1,305,326 $185M 1.04% +56,976 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,089 shares; 2024Q4: 580,541 shares; 2025Q1: 639,956 shares; 2025Q2: 633,259 shares; 2025Q3: 1,733,119 shares; 2025Q4: 2,177,912 shares; 2026Q1: 2,551,982 shares; 2026Q2: 3,268,293 shares 3,268,293 $167M 0.94% +716,311 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: 179,308 shares; 2024Q4: 179,954 shares; 2025Q1: 201,171 shares; 2025Q2: 201,722 shares; 2025Q3: 207,034 shares; 2025Q4: 216,099 shares; 2026Q1: 224,445 shares; 2026Q2: 220,501 shares 220,501 $165M 0.93% -3,944 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: 956,135 shares; 2024Q4: 953,699 shares; 2025Q1: 961,484 shares; 2025Q2: 974,950 shares; 2025Q3: 1,020,342 shares; 2025Q4: 1,020,678 shares; 2026Q1: 1,002,300 shares; 2026Q2: 998,509 shares 998,509 $164M 0.92% -3,791 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: 220,690 shares; 2024Q4: 249,232 shares; 2025Q1: 386,802 shares; 2025Q2: 368,470 shares; 2025Q3: 419,167 shares; 2025Q4: 433,552 shares; 2026Q1: 455,267 shares; 2026Q2: 449,314 shares 449,314 $161M 0.9% -5,953 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: 379,720 shares; 2024Q4: 416,865 shares; 2025Q1: 560,610 shares; 2025Q2: 516,398 shares; 2025Q3: 598,705 shares; 2025Q4: 618,057 shares; 2026Q1: 638,805 shares; 2026Q2: 650,572 shares 650,572 $155M 0.87% +11,767 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,109 shares; 2024Q4: 7,210 shares; 2025Q1: 2,007,800 shares; 2025Q2: 1,696,199 shares; 2025Q3: 1,684,856 shares; 2025Q4: 1,675,774 shares; 2026Q1: 1,664,927 shares; 2026Q2: 1,693,261 shares 1,693,261 $151M 0.85% +28,334 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: 151,427 shares; 2024Q4: 155,198 shares; 2025Q1: 166,971 shares; 2025Q2: 169,234 shares; 2025Q3: 190,292 shares; 2025Q4: 193,868 shares; 2026Q1: 196,976 shares; 2026Q2: 213,262 shares 213,262 $146M 0.82% +16,286 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: 189,018 shares; 2024Q4: 209,372 shares; 2025Q1: 346,371 shares; 2025Q2: 322,372 shares; 2025Q3: 340,867 shares; 2025Q4: 339,688 shares; 2026Q1: 346,079 shares; 2026Q2: 358,086 shares 358,086 $127M 0.71% +12,007 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123,743 shares; 2025Q2: 2,774,891 shares; 2025Q3: 2,681,342 shares; 2025Q4: 2,590,791 shares; 2026Q1: 2,554,536 shares; 2026Q2: 2,594,781 shares 2,594,781 $119M 0.67% +40,245 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: 20,601 shares; 2024Q4: 20,977 shares; 2025Q1: 1,088,701 shares; 2025Q2: 1,017,842 shares; 2025Q3: 1,035,739 shares; 2025Q4: 1,042,342 shares; 2026Q1: 1,060,539 shares; 2026Q2: 1,108,268 shares 1,108,268 $107M 0.6% +47,729 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: 123,332 shares; 2024Q4: 141,235 shares; 2025Q1: 195,002 shares; 2025Q2: 212,926 shares; 2025Q3: 233,068 shares; 2025Q4: 246,730 shares; 2026Q1: 266,035 shares; 2026Q2: 270,850 shares 270,850 $102M 0.57% +4,815 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: 2,395 shares; 2024Q4: 2,691 shares; 2025Q1: 1,046,985 shares; 2025Q2: 881,623 shares; 2025Q3: 1,157,081 shares; 2025Q4: 1,102,890 shares; 2026Q1: 980,026 shares; 2026Q2: 870,719 shares 870,719 $99M 0.56% -109,307 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991,442 shares; 2024Q4: 988,722 shares; 2025Q1: 973,811 shares; 2025Q2: 943,219 shares; 2025Q3: 1,038,532 shares; 2025Q4: 1,025,935 shares; 2026Q1: 1,022,660 shares; 2026Q2: 1,139,409 shares 1,139,409 $95.4M 0.54% +116,749 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: 865,963 shares; 2025Q3: 1,533,862 shares; 2025Q4: 1,828,670 shares; 2026Q1: 1,987,725 shares; 2026Q2: 2,227,918 shares 2,227,918 $93M 0.52% +240,193 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054,392 shares; 2024Q4: 3,006,048 shares; 2025Q1: 3,083,284 shares; 2025Q2: 2,998,568 shares; 2025Q3: 3,042,745 shares; 2025Q4: 3,031,436 shares; 2026Q1: 3,067,334 shares; 2026Q2: 3,146,255 shares 3,146,255 $92.6M 0.52% +78,921 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: 129,790 shares; 2024Q4: 135,502 shares; 2025Q1: 163,173 shares; 2025Q2: 135,338 shares; 2025Q3: 165,884 shares; 2025Q4: 171,864 shares; 2026Q1: 178,143 shares; 2026Q2: 180,564 shares 180,564 $90.4M 0.51% +2,421 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: 162,915 shares; 2024Q4: 171,239 shares; 2025Q1: 219,144 shares; 2025Q2: 197,166 shares; 2025Q3: 242,098 shares; 2025Q4: 246,837 shares; 2026Q1: 257,834 shares; 2026Q2: 259,187 shares 259,187 $84.8M 0.48% +1,353 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: 26,321 shares; 2024Q4: 26,321 shares; 2025Q1: 919,235 shares; 2025Q2: 1,850,414 shares; 2025Q3: 1,836,971 shares; 2025Q4: 1,819,746 shares; 2026Q1: 1,831,592 shares; 2026Q2: 1,821,322 shares 1,821,322 $80.8M 0.45% -10,270 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: 42,569 shares; 2024Q4: 43,783 shares; 2025Q1: 55,295 shares; 2025Q2: 52,801 shares; 2025Q3: 56,869 shares; 2025Q4: 59,121 shares; 2026Q1: 63,028 shares; 2026Q2: 64,452 shares 64,452 $77.3M 0.43% +1,424 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: 204,019 shares; 2024Q4: 207,479 shares; 2025Q1: 273,134 shares; 2025Q2: 256,200 shares; 2025Q3: 281,106 shares; 2025Q4: 296,444 shares; 2026Q1: 303,233 shares; 2026Q2: 300,713 shares 300,713 $76.4M 0.43% -2,520 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: 83,825 shares; 2024Q4: 83,105 shares; 2025Q1: 87,005 shares; 2025Q2: 79,057 shares; 2025Q3: 94,679 shares; 2025Q4: 96,868 shares; 2026Q1: 97,210 shares; 2026Q2: 97,393 shares 97,393 $71.7M 0.4% +183 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: 93,214 shares; 2024Q4: 95,803 shares; 2025Q1: 192,947 shares; 2025Q2: 181,658 shares; 2025Q3: 194,498 shares; 2025Q4: 195,054 shares; 2026Q1: 194,330 shares; 2026Q2: 197,131 shares 197,131 $67.6M 0.38% +2,801 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: 57,270 shares; 2024Q4: 60,377 shares; 2025Q1: 74,549 shares; 2025Q2: 74,891 shares; 2025Q3: 87,911 shares; 2025Q4: 94,184 shares; 2026Q1: 100,664 shares; 2026Q2: 118,576 shares 118,576 $66.8M 0.37% +17,912 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: 1,404,746 shares; 2024Q4: 1,485,986 shares; 2025Q1: 1,700,889 shares; 2025Q2: 1,365,823 shares; 2025Q3: 1,372,749 shares; 2025Q4: 1,343,300 shares; 2026Q1: 1,278,772 shares; 2026Q2: 1,250,136 shares 1,250,136 $64.6M 0.36% -28,636 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: 163,920 shares; 2024Q4: 165,280 shares; 2025Q1: 175,439 shares; 2025Q2: 181,584 shares; 2025Q3: 206,654 shares; 2025Q4: 234,716 shares; 2026Q1: 236,311 shares; 2026Q2: 244,415 shares 244,415 $59.3M 0.33% +8,104 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,897 shares; 2024Q4: 1,579,711 shares; 2025Q1: 1,576,201 shares; 2025Q2: 1,779,473 shares; 2025Q3: 1,839,853 shares; 2025Q4: 1,834,718 shares; 2026Q1: 1,737,859 shares; 2026Q2: 1,723,874 shares 1,723,874 $58.3M 0.33% -13,985 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,823 shares; 2024Q4: 1,437,279 shares; 2025Q1: 1,524,103 shares; 2025Q2: 1,439,980 shares; 2025Q3: 1,497,161 shares; 2025Q4: 1,579,368 shares; 2026Q1: 1,643,156 shares; 2026Q2: 1,780,558 shares 1,780,558 $56.5M 0.32% +137,402 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: 502,940 shares; 2024Q4: 515,154 shares; 2025Q1: 573,832 shares; 2025Q2: 481,727 shares; 2025Q3: 583,784 shares; 2025Q4: 599,770 shares; 2026Q1: 629,106 shares; 2026Q2: 691,443 shares 691,443 $56.2M 0.32% +62,337 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: 62,662 shares; 2024Q4: 64,186 shares; 2025Q1: 73,819 shares; 2025Q2: 75,137 shares; 2025Q3: 90,111 shares; 2025Q4: 100,861 shares; 2026Q1: 106,056 shares; 2026Q2: 433,358 shares 433,358 $53.8M 0.3% +327,302 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: 423,218 shares; 2024Q4: 425,644 shares; 2025Q1: 91,872 shares; 2025Q2: 84,768 shares; 2025Q3: 99,365 shares; 2025Q4: 109,182 shares; 2026Q1: 117,245 shares; 2026Q2: 123,128 shares 123,128 $51.8M 0.29% +5,883 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: 550,285 shares; 2024Q4: 520,292 shares; 2025Q1: 425,945 shares; 2025Q2: 31,956 shares; 2025Q3: 440,608 shares; 2025Q4: 402,083 shares; 2026Q1: 403,557 shares; 2026Q2: 382,612 shares 382,612 $51.7M 0.29% -20,945 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: 28,598 shares; 2024Q4: 33,475 shares; 2025Q1: 199,948 shares; 2025Q2: 194,901 shares; 2025Q3: 219,478 shares; 2025Q4: 230,519 shares; 2026Q1: 228,456 shares; 2026Q2: 230,643 shares 230,643 $49.1M 0.28% +2,187 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: 316,471 shares; 2024Q4: 324,746 shares; 2025Q1: 386,846 shares; 2025Q2: 374,690 shares; 2025Q3: 410,741 shares; 2025Q4: 420,597 shares; 2026Q1: 422,373 shares; 2026Q2: 414,289 shares 414,289 $48.7M 0.27% -8,084 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: 18,964 shares; 2024Q4: 27,094 shares; 2025Q1: 28,548 shares; 2025Q2: 23,958 shares; 2025Q3: 27,269 shares; 2025Q4: 31,024 shares; 2026Q1: 40,117 shares; 2026Q2: 42,036 shares 42,036 $48.5M 0.27% +1,919 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: 345,045 shares; 2024Q4: 349,637 shares; 2025Q1: 387,260 shares; 2025Q2: 383,704 shares; 2025Q3: 417,593 shares; 2025Q4: 426,903 shares; 2026Q1: 437,733 shares; 2026Q2: 427,579 shares 427,579 $48.4M 0.27% -10,154 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: 36,510 shares; 2024Q4: 37,804 shares; 2025Q1: 44,115 shares; 2025Q2: 41,441 shares; 2025Q3: 44,595 shares; 2025Q4: 45,409 shares; 2026Q1: 46,888 shares; 2026Q2: 45,445 shares 45,445 $48.4M 0.27% -1,443 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,983 shares; 2024Q4: 67,346 shares; 2025Q1: 73,572 shares; 2025Q2: 71,471 shares; 2025Q3: 77,468 shares; 2025Q4: 76,627 shares; 2026Q1: 80,808 shares; 2026Q2: 557,703 shares 557,703 $48M 0.27% +476,895 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,780,214 shares; 2025Q2: 1,124,949 shares; 2025Q3: 1,056,245 shares; 2025Q4: 998,597 shares; 2026Q1: 940,014 shares; 2026Q2: 910,914 shares 910,914 $47.4M 0.27% -29,100 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: 103,505 shares; 2025Q1: 113,222 shares; 2025Q2: 123,574 shares; 2025Q3: 123,999 shares; 2025Q4: 121,992 shares; 2026Q1: 114,207 shares; 2026Q2: 106,838 shares 106,838 $46.3M 0.26% -7,369 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 751,803 shares; 2025Q2: 605,445 shares; 2025Q3: 374,876 shares; 2025Q4: 365,486 shares; 2026Q1: 361,409 shares; 2026Q2: 363,036 shares 363,036 $45.3M 0.25% +1,627 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: 141,176 shares; 2024Q4: 162,866 shares; 2025Q1: 532,063 shares; 2025Q2: 248,736 shares; 2025Q3: 251,877 shares; 2025Q4: 249,759 shares; 2026Q1: 244,385 shares; 2026Q2: 296,271 shares 296,271 $43.9M 0.25% +51,886 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611,491 shares; 2024Q4: 2,487,952 shares; 2025Q1: 1,514,481 shares; 2025Q2: 1,366,254 shares; 2025Q3: 1,434,901 shares; 2025Q4: 1,436,126 shares; 2026Q1: 1,413,474 shares; 2026Q2: 1,435,447 shares 1,435,447 $39.8M 0.22% +21,973 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: 209,667 shares; 2024Q4: 216,593 shares; 2025Q1: 267,664 shares; 2025Q2: 262,161 shares; 2025Q3: 275,822 shares; 2025Q4: 266,689 shares; 2026Q1: 269,183 shares; 2026Q2: 268,418 shares 268,418 $39.4M 0.22% -765 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: 41,895 shares; 2024Q4: 38,376 shares; 2025Q1: 56,440 shares; 2025Q2: 51,853 shares; 2025Q3: 59,858 shares; 2025Q4: 64,893 shares; 2026Q1: 71,721 shares; 2026Q2: 67,715 shares 67,715 $39.3M 0.22% -4,006 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: 91,824 shares; 2024Q4: 93,989 shares; 2025Q1: 116,646 shares; 2025Q2: 104,824 shares; 2025Q3: 118,232 shares; 2025Q4: 115,712 shares; 2026Q1: 113,646 shares; 2026Q2: 456,294 shares 456,294 $36.8M 0.21% +342,648 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951,956 shares; 2025Q2: 1,786,415 shares; 2025Q3: 1,547,962 shares; 2025Q4: 1,393,493 shares; 2026Q1: 1,210,171 shares; 2026Q2: 1,077,974 shares 1,077,974 $36.4M 0.2% -132,197 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: 95,902 shares; 2024Q4: 107,938 shares; 2025Q1: 126,784 shares; 2025Q2: 116,152 shares; 2025Q3: 126,572 shares; 2025Q4: 135,025 shares; 2026Q1: 141,104 shares; 2026Q2: 142,911 shares 142,911 $36M 0.2% +1,807 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: 85,236 shares; 2024Q4: 84,327 shares; 2025Q1: 82,399 shares; 2025Q2: 82,501 shares; 2025Q3: 80,503 shares; 2025Q4: 79,930 shares; 2026Q1: 80,307 shares; 2026Q2: 80,702 shares 80,702 $34.4M 0.19% +395 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,404 shares; 2024Q4: 73,253 shares; 2025Q1: 75,498 shares; 2025Q2: 75,373 shares; 2025Q3: 75,253 shares; 2025Q4: 75,077 shares; 2026Q1: 75,664 shares; 2026Q2: 379,143 shares 379,143 $33.3M 0.19% +303,479 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,258 shares; 2024Q4: 11,827 shares; 2025Q1: 15,076 shares; 2025Q2: 8,340 shares; 2025Q3: 10,107 shares; 2025Q4: 11,392 shares; 2026Q1: 11,382 shares; 2026Q2: 282,009 shares 282,009 $32.2M 0.18% +270,627 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,567 shares; 2024Q4: 64,942 shares; 2025Q1: 66,534 shares; 2025Q2: 74,160 shares; 2025Q3: 83,129 shares; 2025Q4: 85,990 shares; 2026Q1: 91,104 shares; 2026Q2: 105,892 shares 105,892 $32.1M 0.18% +14,788 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: 141,084 shares; 2024Q4: 141,550 shares; 2025Q1: 202,464 shares; 2025Q2: 174,021 shares; 2025Q3: 200,229 shares; 2025Q4: 210,349 shares; 2026Q1: 235,066 shares; 2026Q2: 229,844 shares 229,844 $32.1M 0.18% -5,222 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: 140,913 shares; 2024Q4: 153,518 shares; 2025Q1: 176,429 shares; 2025Q2: 162,762 shares; 2025Q3: 201,595 shares; 2025Q4: 186,022 shares; 2026Q1: 187,340 shares; 2026Q2: 192,692 shares 192,692 $31.9M 0.18% +5,352 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: 181,095 shares; 2024Q4: 181,064 shares; 2025Q1: 208,557 shares; 2025Q2: 198,521 shares; 2025Q3: 241,018 shares; 2025Q4: 262,631 shares; 2026Q1: 293,508 shares; 2026Q2: 305,287 shares 305,287 $31.7M 0.18% +11,779 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,119,948 shares; 2025Q2: 1,111,660 shares; 2025Q3: 899,138 shares; 2025Q4: 835,354 shares; 2026Q1: 752,086 shares; 2026Q2: 666,586 shares 666,586 $31.4M 0.18% -85,500 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: 54,081 shares; 2024Q4: 53,960 shares; 2025Q1: 56,326 shares; 2025Q2: 129,405 shares; 2025Q3: 126,753 shares; 2025Q4: 133,966 shares; 2026Q1: 135,137 shares; 2026Q2: 199,537 shares 199,537 $31.2M 0.18% +64,400 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: 147,771 shares; 2024Q4: 154,176 shares; 2025Q1: 197,580 shares; 2025Q2: 196,775 shares; 2025Q3: 226,890 shares; 2025Q4: 228,194 shares; 2026Q1: 241,439 shares; 2026Q2: 242,175 shares 242,175 $31.1M 0.17% +736 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: 141,650 shares; 2024Q4: 143,805 shares; 2025Q1: 163,443 shares; 2025Q2: 156,368 shares; 2025Q3: 164,226 shares; 2025Q4: 160,677 shares; 2026Q1: 163,866 shares; 2026Q2: 162,986 shares 162,986 $30.9M 0.17% -880 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: 44,134 shares; 2024Q4: 36,311 shares; 2025Q1: 53,588 shares; 2025Q2: 62,049 shares; 2025Q3: 56,448 shares; 2025Q4: 59,010 shares; 2026Q1: 70,402 shares; 2026Q2: 140,986 shares 140,986 $30.7M 0.17% +70,584 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: 279,991 shares; 2024Q4: 290,470 shares; 2025Q1: 353,925 shares; 2025Q2: 333,256 shares; 2025Q3: 389,802 shares; 2025Q4: 409,871 shares; 2026Q1: 427,643 shares; 2026Q2: 536,760 shares 536,760 $30.6M 0.17% +109,117 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,322 shares; 2024Q4: 50,814 shares; 2025Q1: 75,087 shares; 2025Q2: 56,228 shares; 2025Q3: 66,182 shares; 2025Q4: 67,330 shares; 2026Q1: 68,661 shares; 2026Q2: 79,173 shares 79,173 $29.2M 0.16% +10,512 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: 18,901 shares; 2024Q4: 20,491 shares; 2025Q1: 26,827 shares; 2025Q2: 24,128 shares; 2025Q3: 27,150 shares; 2025Q4: 27,397 shares; 2026Q1: 30,632 shares; 2026Q2: 31,067 shares 31,067 $29.1M 0.16% +435 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,042 shares; 2024Q4: 185,623 shares; 2025Q1: 205,337 shares; 2025Q2: 188,142 shares; 2025Q3: 186,757 shares; 2025Q4: 183,745 shares; 2026Q1: 185,529 shares; 2026Q2: 197,825 shares 197,825 $29M 0.16% +12,296 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,074 shares; 2026Q2: 770,819 shares 770,819 $28.4M 0.16% +721,745 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: 68,154 shares; 2024Q4: 69,873 shares; 2025Q1: 77,323 shares; 2025Q2: 71,770 shares; 2025Q3: 82,593 shares; 2025Q4: 86,702 shares; 2026Q1: 94,006 shares; 2026Q2: 100,600 shares 100,600 $28.3M 0.16% +6,594 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: 18,977 shares; 2024Q4: 20,457 shares; 2025Q1: 22,392 shares; 2025Q2: 27,805 shares; 2025Q3: 32,183 shares; 2025Q4: 34,023 shares; 2026Q1: 36,844 shares; 2026Q2: 39,072 shares 39,072 $28.2M 0.16% +2,228 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: 19,687 shares; 2024Q4: 23,245 shares; 2025Q1: 50,240 shares; 2025Q2: 47,717 shares; 2025Q3: 51,285 shares; 2025Q4: 51,640 shares; 2026Q1: 52,428 shares; 2026Q2: 53,388 shares 53,388 $27.4M 0.15% +960 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,187,181 shares; 2024Q4: 3,475,456 shares; 2025Q1: 3,464,529 shares; 2025Q2: 1,457,247 shares; 2025Q3: 670,363 shares; 2025Q4: 430,527 shares; 2026Q1: 305,731 shares; 2026Q2: 268,951 shares 268,951 $27.1M 0.15% -36,780 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: 256,251 shares; 2024Q4: 249,300 shares; 2025Q1: 240,150 shares; 2025Q2: 277,374 shares; 2025Q3: 276,984 shares; 2025Q4: 269,353 shares; 2026Q1: 263,766 shares; 2026Q2: 280,702 shares 280,702 $26.8M 0.15% +16,936 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,152 shares; 2024Q4: 14,258 shares; 2025Q1: 20,878 shares; 2025Q2: 12,317 shares; 2025Q3: 26,633 shares; 2025Q4: 29,279 shares; 2026Q1: 29,116 shares; 2026Q2: 223,842 shares 223,842 $26.8M 0.15% +194,726 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: 4,145 shares; 2024Q4: 4,790 shares; 2025Q1: 6,773 shares; 2025Q2: 7,992 shares; 2025Q3: 7,698 shares; 2025Q4: 7,932 shares; 2026Q1: 8,596 shares; 2026Q2: 88,287 shares 88,287 $26.6M 0.15% +79,691 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: 95,618 shares; 2024Q4: 99,856 shares; 2025Q1: 84,086 shares; 2025Q2: 82,589 shares; 2025Q3: 84,826 shares; 2025Q4: 82,456 shares; 2026Q1: 83,589 shares; 2026Q2: 85,652 shares 85,652 $25.5M 0.14% +2,063 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: 50,957 shares; 2024Q4: 51,986 shares; 2025Q1: 64,780 shares; 2025Q2: 48,952 shares; 2025Q3: 44,932 shares; 2025Q4: 47,523 shares; 2026Q1: 49,228 shares; 2026Q2: 58,523 shares 58,523 $24.3M 0.14% +9,295 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: 22,307 shares; 2024Q4: 24,637 shares; 2025Q1: 36,059 shares; 2025Q2: 36,178 shares; 2025Q3: 41,358 shares; 2025Q4: 45,963 shares; 2026Q1: 45,536 shares; 2026Q2: 50,557 shares 50,557 $24.1M 0.14% +5,021 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,547 shares; 2024Q4: 34,534 shares; 2025Q1: 30,335 shares; 2025Q2: 4,029 shares; 2025Q3: 29,948 shares; 2025Q4: 29,864 shares; 2026Q1: 29,946 shares; 2026Q2: 30,269 shares 30,269 $24M 0.13% +323 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942,388 shares; 2024Q4: 963,156 shares; 2025Q1: 1,050,746 shares; 2025Q2: 981,173 shares; 2025Q3: 1,085,732 shares; 2025Q4: 1,082,606 shares; 2026Q1: 1,120,220 shares; 2026Q2: 1,132,000 shares 1,132,000 $23.4M 0.13% +11,780 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: 50,770 shares; 2024Q4: 48,829 shares; 2025Q1: 70,292 shares; 2025Q2: 74,318 shares; 2025Q3: 77,694 shares; 2025Q4: 82,773 shares; 2026Q1: 112,615 shares; 2026Q2: 112,084 shares 112,084 $23.4M 0.13% -531 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: 57,563 shares; 2024Q4: 57,774 shares; 2025Q1: 63,484 shares; 2025Q2: 59,986 shares; 2025Q3: 65,208 shares; 2025Q4: 66,568 shares; 2026Q1: 66,907 shares; 2026Q2: 68,800 shares 68,800 $23.3M 0.13% +1,893 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,660 shares; 2024Q4: 156,704 shares; 2025Q1: 160,543 shares; 2025Q2: 160,896 shares; 2025Q3: 161,637 shares; 2025Q4: 158,665 shares; 2026Q1: 168,114 shares; 2026Q2: 819,098 shares 819,098 $22.5M 0.13% +650,984 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: 59,157 shares; 2024Q4: 62,952 shares; 2025Q1: 85,452 shares; 2025Q2: 81,340 shares; 2025Q3: 86,611 shares; 2025Q4: 86,813 shares; 2026Q1: 86,975 shares; 2026Q2: 82,678 shares 82,678 $22.3M 0.13% -4,297 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: 185,322 shares; 2024Q4: 229,526 shares; 2025Q1: 232,667 shares; 2025Q2: 215,825 shares; 2025Q3: 240,566 shares; 2025Q4: 251,769 shares; 2026Q1: 295,068 shares; 2026Q2: 309,577 shares 309,577 $22.1M 0.12% +14,509 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,909 shares; 2024Q4: 167,123 shares; 2025Q1: 168,560 shares; 2025Q2: 147,671 shares; 2025Q3: 169,185 shares; 2025Q4: 169,328 shares; 2026Q1: 170,845 shares; 2026Q2: 169,616 shares 169,616 $21.7M 0.12% -1,229 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: 98,753 shares; 2024Q4: 125,683 shares; 2025Q1: 134,011 shares; 2025Q2: 149,134 shares; 2025Q3: 181,979 shares; 2025Q4: 211,434 shares; 2026Q1: 216,717 shares; 2026Q2: 221,946 shares 221,946 $21.4M 0.12% +5,229 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,433 shares; 2024Q4: 230,320 shares; 2025Q1: 227,419 shares; 2025Q2: 274,356 shares; 2025Q3: 291,513 shares; 2025Q4: 286,730 shares; 2026Q1: 280,645 shares; 2026Q2: 274,583 shares 274,583 $20.8M 0.12% -6,062 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: 42,086 shares; 2024Q4: 43,854 shares; 2025Q1: 52,980 shares; 2025Q2: 49,873 shares; 2025Q3: 54,870 shares; 2025Q4: 56,037 shares; 2026Q1: 56,143 shares; 2026Q2: 56,408 shares 56,408 $20.4M 0.11% +265 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 34 shares; 2025Q2: 29 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $20.2M 0.11% 0 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: 168,875 shares; 2024Q4: 174,866 shares; 2025Q1: 176,930 shares; 2025Q2: 162,606 shares; 2025Q3: 190,520 shares; 2025Q4: 192,433 shares; 2026Q1: 191,309 shares; 2026Q2: 210,104 shares 210,104 $20.1M 0.11% +18,795 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: 100,430 shares; 2024Q4: 102,047 shares; 2025Q1: 139,676 shares; 2025Q2: 128,707 shares; 2025Q3: 143,700 shares; 2025Q4: 148,567 shares; 2026Q1: 149,599 shares; 2026Q2: 148,180 shares 148,180 $20.1M 0.11% -1,419 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: 9,270 shares; 2024Q4: 9,858 shares; 2025Q1: 14,222 shares; 2025Q2: 14,723 shares; 2025Q3: 17,649 shares; 2025Q4: 18,456 shares; 2026Q1: 19,083 shares; 2026Q2: 19,781 shares 19,781 $20M 0.11% +698 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: 165,252 shares; 2024Q4: 170,426 shares; 2025Q1: 209,852 shares; 2025Q2: 203,354 shares; 2025Q3: 221,029 shares; 2025Q4: 220,724 shares; 2026Q1: 220,760 shares; 2026Q2: 224,772 shares 224,772 $19.7M 0.11% +4,012 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: 47,984 shares; 2024Q4: 48,593 shares; 2025Q1: 58,228 shares; 2025Q2: 61,675 shares; 2025Q3: 61,593 shares; 2025Q4: 64,301 shares; 2026Q1: 63,575 shares; 2026Q2: 79,220 shares 79,220 $19.2M 0.11% +15,645 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: 53,767 shares; 2024Q4: 65,613 shares; 2025Q1: 91,961 shares; 2025Q2: 81,855 shares; 2025Q3: 95,040 shares; 2025Q4: 95,309 shares; 2026Q1: 102,958 shares; 2026Q2: 104,512 shares 104,512 $18.9M 0.11% +1,554 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: 5,403 shares; 2024Q4: 5,949 shares; 2025Q1: 11,470 shares; 2025Q2: 10,843 shares; 2025Q3: 13,026 shares; 2025Q4: 14,218 shares; 2026Q1: 15,964 shares; 2026Q2: 15,830 shares 15,830 $18.6M 0.1% -134 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: 123,269 shares; 2024Q4: 145,355 shares; 2025Q1: 171,638 shares; 2025Q2: 144,227 shares; 2025Q3: 186,452 shares; 2025Q4: 179,370 shares; 2026Q1: 193,452 shares; 2026Q2: 238,035 shares 238,035 $18.4M 0.1% +44,583 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: 26,689 shares; 2024Q4: 26,471 shares; 2025Q1: 41,219 shares; 2025Q2: 39,724 shares; 2025Q3: 41,242 shares; 2025Q4: 41,092 shares; 2026Q1: 42,229 shares; 2026Q2: 43,288 shares 43,288 $17.7M 0.1% +1,059 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,115 shares; 2024Q4: 133,620 shares; 2025Q1: 144,021 shares; 2025Q2: 134,875 shares; 2025Q3: 145,254 shares; 2025Q4: 145,612 shares; 2026Q1: 115,929 shares; 2026Q2: 105,421 shares 105,421 $17.2M 0.1% -10,508 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: 207,587 shares; 2024Q4: 207,962 shares; 2025Q1: 213,237 shares; 2025Q2: 192,486 shares; 2025Q3: 210,290 shares; 2025Q4: 217,656 shares; 2026Q1: 180,736 shares; 2026Q2: 178,576 shares 178,576 $17M 0.1% -2,160 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,147 shares; 2024Q4: 138,133 shares; 2025Q1: 147,099 shares; 2025Q2: 128,964 shares; 2025Q3: 151,921 shares; 2025Q4: 156,942 shares; 2026Q1: 177,145 shares; 2026Q2: 179,930 shares 179,930 $16.9M 0.09% +2,785 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,258 shares; 2024Q4: 5,642 shares; 2025Q1: 112,295 shares; 2025Q2: 112,013 shares; 2025Q3: 111,830 shares; 2025Q4: 118,791 shares; 2026Q1: 174,033 shares; 2026Q2: 333,093 shares 333,093 $16.8M 0.09% +159,060 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,622 shares; 2024Q4: 62,072 shares; 2025Q1: 76,819 shares; 2025Q2: 22,004 shares; 2025Q3: 69,478 shares; 2025Q4: 70,010 shares; 2026Q1: 72,301 shares; 2026Q2: 65,576 shares 65,576 $16.8M 0.09% -6,725 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: 31,700 shares; 2024Q4: 32,643 shares; 2025Q1: 38,979 shares; 2025Q2: 39,670 shares; 2025Q3: 42,980 shares; 2025Q4: 42,278 shares; 2026Q1: 43,760 shares; 2026Q2: 46,647 shares 46,647 $16.5M 0.09% +2,887 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: 99,047 shares; 2024Q4: 113,306 shares; 2025Q1: 177,811 shares; 2025Q2: 173,334 shares; 2025Q3: 183,925 shares; 2025Q4: 177,271 shares; 2026Q1: 179,588 shares; 2026Q2: 182,055 shares 182,055 $16.5M 0.09% +2,467 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,284 shares; 2024Q4: 40,411 shares; 2025Q1: 43,300 shares; 2025Q2: 43,070 shares; 2025Q3: 44,192 shares; 2025Q4: 43,530 shares; 2026Q1: 48,265 shares; 2026Q2: 54,929 shares 54,929 $16.5M 0.09% +6,664 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: 15,985 shares; 2024Q4: 33,355 shares; 2025Q1: 35,071 shares; 2025Q2: 27,335 shares; 2025Q3: 43,770 shares; 2025Q4: 45,744 shares; 2026Q1: 49,347 shares; 2026Q2: 48,073 shares 48,073 $16.4M 0.09% -1,274 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: 43,717 shares; 2024Q4: 45,007 shares; 2025Q1: 58,626 shares; 2025Q2: 54,017 shares; 2025Q3: 59,188 shares; 2025Q4: 59,337 shares; 2026Q1: 61,174 shares; 2026Q2: 60,170 shares 60,170 $16.4M 0.09% -1,004 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: 54,855 shares; 2024Q4: 55,002 shares; 2025Q1: 57,750 shares; 2025Q2: 57,750 shares; 2025Q3: 59,355 shares; 2025Q4: 59,355 shares; 2026Q1: 59,355 shares; 2026Q2: 59,355 shares 59,355 $16.2M 0.09% 0 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: 13,262 shares; 2024Q4: 13,681 shares; 2025Q1: 17,470 shares; 2025Q2: 15,768 shares; 2025Q3: 20,157 shares; 2025Q4: 222,631 shares; 2026Q1: 237,387 shares; 2026Q2: 227,073 shares 227,073 $16.2M 0.09% -10,314 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,292 shares; 2024Q4: 3,323 shares; 2025Q1: 29,064 shares; 2025Q2: 29,751 shares; 2025Q3: 25,985 shares; 2025Q4: 21,873 shares; 2026Q1: 22,395 shares; 2026Q2: 22,474 shares 22,474 $16.2M 0.09% +79 Timeline MGV 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: 72,882 shares; 2024Q4: 88,675 shares; 2025Q1: 94,729 shares; 2025Q2: 89,617 shares; 2025Q3: 97,717 shares; 2025Q4: 97,674 shares; 2026Q1: 97,653 shares; 2026Q2: 98,280 shares 98,280 $16.1M 0.09% +627 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: 20,354 shares; 2024Q4: 21,652 shares; 2025Q1: 33,120 shares; 2025Q2: 26,636 shares; 2025Q3: 32,631 shares; 2025Q4: 36,069 shares; 2026Q1: 41,612 shares; 2026Q2: 42,701 shares 42,701 $16M 0.09% +1,089 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,857 shares; 2024Q4: 79,967 shares; 2025Q1: 196,034 shares; 2025Q2: 204,655 shares; 2025Q3: 207,384 shares; 2025Q4: 206,836 shares; 2026Q1: 206,417 shares; 2026Q2: 208,539 shares 208,539 $15.7M 0.09% +2,122 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,556 shares; 2024Q4: 32,749 shares; 2025Q1: 36,648 shares; 2025Q2: 36,547 shares; 2025Q3: 41,649 shares; 2025Q4: 46,316 shares; 2026Q1: 47,449 shares; 2026Q2: 45,887 shares 45,887 $15.6M 0.09% -1,562 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: 126,673 shares; 2024Q4: 128,357 shares; 2025Q1: 128,445 shares; 2025Q2: 189,782 shares; 2025Q3: 189,951 shares; 2025Q4: 189,901 shares; 2026Q1: 189,380 shares; 2026Q2: 189,403 shares 189,403 $15.5M 0.09% +23 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,510 shares; 2024Q4: 194,036 shares; 2025Q1: 214,235 shares; 2025Q2: 226,907 shares; 2025Q3: 254,322 shares; 2025Q4: 257,876 shares; 2026Q1: 263,377 shares; 2026Q2: 252,376 shares 252,376 $15.2M 0.09% -11,001 Timeline DFCF 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: 212,447 shares; 2025Q2: 216,509 shares; 2025Q3: 233,724 shares; 2025Q4: 265,181 shares; 2026Q1: 254,535 shares; 2026Q2: 360,320 shares 360,320 $15.2M 0.09% +105,785 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179,035 shares; 2025Q2: 140,799 shares; 2025Q3: 129,515 shares; 2025Q4: 126,408 shares; 2026Q1: 122,732 shares; 2026Q2: 122,463 shares 122,463 $14.7M 0.08% -269 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,041 shares; 2024Q4: 390,407 shares; 2025Q1: 389,898 shares; 2025Q2: 389,495 shares; 2025Q3: 389,898 shares; 2025Q4: 390,984 shares; 2026Q1: 322,516 shares; 2026Q2: 322,516 shares 322,516 $14.7M 0.08% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,021 shares; 2024Q4: 63,464 shares; 2025Q1: 75,214 shares; 2025Q2: 75,792 shares; 2025Q3: 89,856 shares; 2025Q4: 94,990 shares; 2026Q1: 87,951 shares; 2026Q2: 92,432 shares 92,432 $14.6M 0.08% +4,481 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: 42,929 shares; 2024Q4: 48,731 shares; 2025Q1: 71,796 shares; 2025Q2: 70,588 shares; 2025Q3: 86,436 shares; 2025Q4: 89,907 shares; 2026Q1: 99,177 shares; 2026Q2: 103,976 shares 103,976 $14.6M 0.08% +4,799 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: 122,817 shares; 2024Q4: 124,831 shares; 2025Q1: 133,414 shares; 2025Q2: 81,565 shares; 2025Q3: 133,724 shares; 2025Q4: 135,208 shares; 2026Q1: 117,501 shares; 2026Q2: 116,817 shares 116,817 $14.5M 0.08% -684 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,097 shares; 2024Q4: 15,075 shares; 2025Q1: 104,611 shares; 2025Q2: 100,074 shares; 2025Q3: 103,393 shares; 2025Q4: 101,438 shares; 2026Q1: 101,448 shares; 2026Q2: 88,358 shares 88,358 $13.9M 0.08% -13,090 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,647 shares; 2024Q4: 332,633 shares; 2025Q1: 334,873 shares; 2025Q2: 325,882 shares; 2025Q3: 326,203 shares; 2025Q4: 315,361 shares; 2026Q1: 311,942 shares; 2026Q2: 372,500 shares 372,500 $13.7M 0.08% +60,558 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: 37,874 shares; 2024Q4: 43,056 shares; 2025Q1: 51,133 shares; 2025Q2: 50,485 shares; 2025Q3: 54,157 shares; 2025Q4: 54,217 shares; 2026Q1: 54,330 shares; 2026Q2: 55,497 shares 55,497 $13.7M 0.08% +1,167 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,514 shares; 2024Q4: 87,786 shares; 2025Q1: 85,199 shares; 2025Q2: 85,543 shares; 2025Q3: 88,470 shares; 2025Q4: 89,293 shares; 2026Q1: 89,123 shares; 2026Q2: 89,726 shares 89,726 $13.7M 0.08% +603 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: 23,547 shares; 2024Q4: 28,135 shares; 2025Q1: 69,241 shares; 2025Q2: 61,672 shares; 2025Q3: 66,097 shares; 2025Q4: 66,071 shares; 2026Q1: 75,473 shares; 2026Q2: 77,055 shares 77,055 $13.6M 0.08% +1,582 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,947 shares; 2024Q4: 20,991 shares; 2025Q1: 80,391 shares; 2025Q2: 75,191 shares; 2025Q3: 99,943 shares; 2025Q4: 90,983 shares; 2026Q1: 85,709 shares; 2026Q2: 85,456 shares 85,456 $13.4M 0.08% -253 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,278 shares; 2024Q4: 32,981 shares; 2025Q1: 32,743 shares; 2025Q2: 41,576 shares; 2025Q3: 49,632 shares; 2025Q4: 48,197 shares; 2026Q1: 57,961 shares; 2026Q2: 159,193 shares 159,193 $13.2M 0.07% +101,232 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: 32,063 shares; 2024Q4: 31,862 shares; 2025Q1: 26,607 shares; 2025Q2: 21,834 shares; 2025Q3: 33,084 shares; 2025Q4: 66,572 shares; 2026Q1: 66,095 shares; 2026Q2: 67,347 shares 67,347 $12.8M 0.07% +1,252 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: 72,998 shares; 2024Q4: 83,709 shares; 2025Q1: 114,113 shares; 2025Q2: 129,750 shares; 2025Q3: 136,249 shares; 2025Q4: 141,291 shares; 2026Q1: 144,344 shares; 2026Q2: 154,805 shares 154,805 $12.8M 0.07% +10,461 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: 9,807 shares; 2024Q4: 12,562 shares; 2025Q1: 18,512 shares; 2025Q2: 18,008 shares; 2025Q3: 19,275 shares; 2025Q4: 17,561 shares; 2026Q1: 20,264 shares; 2026Q2: 24,202 shares 24,202 $12.6M 0.07% +3,938 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: 13,993 shares; 2024Q4: 16,524 shares; 2025Q1: 21,486 shares; 2025Q2: 23,889 shares; 2025Q3: 26,597 shares; 2025Q4: 27,873 shares; 2026Q1: 29,897 shares; 2026Q2: 29,416 shares 29,416 $12.5M 0.07% -481 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: 107,495 shares; 2024Q4: 107,453 shares; 2025Q1: 111,353 shares; 2025Q2: 10,942 shares; 2025Q3: 112,902 shares; 2025Q4: 113,843 shares; 2026Q1: 117,286 shares; 2026Q2: 115,864 shares 115,864 $12.4M 0.07% -1,422 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,030 shares; 2025Q2: 24,940 shares; 2025Q3: 40,206 shares; 2025Q4: 34,102 shares; 2026Q1: 50,237 shares; 2026Q2: 50,440 shares 50,440 $12.3M 0.07% +203 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: 30,162 shares; 2024Q4: 31,090 shares; 2025Q1: 38,603 shares; 2025Q2: 27,834 shares; 2025Q3: 45,973 shares; 2025Q4: 44,332 shares; 2026Q1: 43,989 shares; 2026Q2: 35,686 shares 35,686 $12.3M 0.07% -8,303 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,376 shares; 2024Q4: 6,376 shares; 2025Q1: 6,376 shares; 2025Q2: not reported; 2025Q3: 6,376 shares; 2025Q4: 6,381 shares; 2026Q1: 118,788 shares; 2026Q2: 118,939 shares 118,939 $12.2M 0.07% +151 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: 48,387 shares; 2024Q4: 74,741 shares; 2025Q1: 146,607 shares; 2025Q2: 116,352 shares; 2025Q3: 128,306 shares; 2025Q4: 131,197 shares; 2026Q1: 121,691 shares; 2026Q2: 121,624 shares 121,624 $12M 0.07% -67 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: 51,993 shares; 2024Q4: 53,100 shares; 2025Q1: 56,535 shares; 2025Q2: 49,929 shares; 2025Q3: 57,780 shares; 2025Q4: 56,583 shares; 2026Q1: 57,577 shares; 2026Q2: 52,854 shares 52,854 $11.7M 0.07% -4,723 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,771 shares; 2024Q4: 13,027 shares; 2025Q1: 28,161 shares; 2025Q2: 23,957 shares; 2025Q3: 27,422 shares; 2025Q4: 28,726 shares; 2026Q1: 26,063 shares; 2026Q2: 23,096 shares 23,096 $11.6M 0.06% -2,967 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: 37,617 shares; 2024Q4: 41,263 shares; 2025Q1: 57,157 shares; 2025Q2: 58,990 shares; 2025Q3: 63,582 shares; 2025Q4: 65,898 shares; 2026Q1: 72,218 shares; 2026Q2: 75,102 shares 75,102 $11.4M 0.06% +2,884 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: 65,937 shares; 2024Q4: 68,721 shares; 2025Q1: 72,807 shares; 2025Q2: 74,467 shares; 2025Q3: 85,194 shares; 2025Q4: 83,468 shares; 2026Q1: 82,846 shares; 2026Q2: 88,049 shares 88,049 $11.1M 0.06% +5,203 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: 28,042 shares; 2024Q4: 29,555 shares; 2025Q1: 29,991 shares; 2025Q2: 28,893 shares; 2025Q3: 28,606 shares; 2025Q4: 28,300 shares; 2026Q1: 28,888 shares; 2026Q2: 29,924 shares 29,924 $10.9M 0.06% +1,036 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: 36,435 shares; 2024Q4: 36,049 shares; 2025Q1: 167,121 shares; 2025Q2: 147,503 shares; 2025Q3: 175,980 shares; 2025Q4: 180,801 shares; 2026Q1: 171,158 shares; 2026Q2: 151,147 shares 151,147 $10.9M 0.06% -20,011 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: 42,018 shares; 2024Q4: 41,680 shares; 2025Q1: 42,028 shares; 2025Q2: 42,409 shares; 2025Q3: 46,087 shares; 2025Q4: 47,040 shares; 2026Q1: 47,166 shares; 2026Q2: 48,958 shares 48,958 $10.8M 0.06% +1,792 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,891 shares; 2024Q4: 52,070 shares; 2025Q1: 61,892 shares; 2025Q2: 62,041 shares; 2025Q3: 76,695 shares; 2025Q4: 88,948 shares; 2026Q1: 96,614 shares; 2026Q2: 91,527 shares 91,527 $10.7M 0.06% -5,087 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,684 shares; 2024Q4: 5,685 shares; 2025Q1: 36,916 shares; 2025Q2: 32,730 shares; 2025Q3: 39,585 shares; 2025Q4: 41,086 shares; 2026Q1: 45,179 shares; 2026Q2: 144,025 shares 144,025 $10.6M 0.06% +98,846 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,022 shares; 2024Q4: 298,629 shares; 2025Q1: 304,696 shares; 2025Q2: 278,250 shares; 2025Q3: 287,851 shares; 2025Q4: 288,149 shares; 2026Q1: 293,221 shares; 2026Q2: 292,233 shares 292,233 $10.6M 0.06% -988 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: 2,754 shares; 2024Q4: 4,455 shares; 2025Q1: 6,171 shares; 2025Q2: 5,460 shares; 2025Q3: 6,019 shares; 2025Q4: 6,366 shares; 2026Q1: 5,204 shares; 2026Q2: 5,259 shares 5,259 $10.5M 0.06% +55 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: 41,041 shares; 2024Q4: 43,571 shares; 2025Q1: 47,488 shares; 2025Q2: 42,622 shares; 2025Q3: 45,109 shares; 2025Q4: 45,767 shares; 2026Q1: 46,674 shares; 2026Q2: 46,647 shares 46,647 $10.4M 0.06% -27 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,492 shares; 2024Q4: 7,624 shares; 2025Q1: 8,143 shares; 2025Q2: 10,012 shares; 2025Q3: 11,766 shares; 2025Q4: 12,675 shares; 2026Q1: 13,068 shares; 2026Q2: 13,562 shares 13,562 $10.4M 0.06% +494 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,463 shares; 2024Q4: 152,018 shares; 2025Q1: 148,018 shares; 2025Q2: 122,769 shares; 2025Q3: 141,051 shares; 2025Q4: 140,339 shares; 2026Q1: 139,397 shares; 2026Q2: 135,999 shares 135,999 $10.3M 0.06% -3,398 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,916 shares; 2024Q4: 45,668 shares; 2025Q1: 46,737 shares; 2025Q2: 46,733 shares; 2025Q3: 49,021 shares; 2025Q4: 45,706 shares; 2026Q1: 45,414 shares; 2026Q2: 45,758 shares 45,758 $10.2M 0.06% +344 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: 3,938 shares; 2024Q4: 4,962 shares; 2025Q1: 8,923 shares; 2025Q2: 7,756 shares; 2025Q3: 8,403 shares; 2025Q4: 8,798 shares; 2026Q1: 9,577 shares; 2026Q2: 10,423 shares 10,423 $10.2M 0.06% +846 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: 45,476 shares; 2024Q4: 47,168 shares; 2025Q1: 85,815 shares; 2025Q2: 67,437 shares; 2025Q3: 84,252 shares; 2025Q4: 84,103 shares; 2026Q1: 94,608 shares; 2026Q2: 105,682 shares 105,682 $10.2M 0.06% +11,074 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: 6,311 shares; 2024Q4: 7,388 shares; 2025Q1: 8,336 shares; 2025Q2: 6,406 shares; 2025Q3: 7,998 shares; 2025Q4: 9,838 shares; 2026Q1: 15,023 shares; 2026Q2: 15,898 shares 15,898 $10.2M 0.06% +875 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,954 shares; 2024Q4: 8,186 shares; 2025Q1: 9,730 shares; 2025Q2: 10,366 shares; 2025Q3: 11,880 shares; 2025Q4: 15,362 shares; 2026Q1: 37,140 shares; 2026Q2: 41,971 shares 41,971 $9.99M 0.06% +4,831 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,884 shares; 2024Q4: 20,724 shares; 2025Q1: 23,066 shares; 2025Q2: 86,935 shares; 2025Q3: 90,135 shares; 2025Q4: 89,864 shares; 2026Q1: 92,931 shares; 2026Q2: 96,757 shares 96,757 $9.95M 0.06% +3,826 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: 3,660 shares; 2026Q1: 4,390 shares; 2026Q2: 4,308 shares 4,308 $9.8M 0.05% -82 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,236 shares; 2024Q4: 74,303 shares; 2025Q1: 82,504 shares; 2025Q2: 59,363 shares; 2025Q3: 85,146 shares; 2025Q4: 82,419 shares; 2026Q1: 80,419 shares; 2026Q2: 79,203 shares 79,203 $9.75M 0.05% -1,216 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,873 shares; 2024Q4: 15,858 shares; 2025Q1: 144,113 shares; 2025Q2: 153,528 shares; 2025Q3: 153,532 shares; 2025Q4: 148,310 shares; 2026Q1: 148,313 shares; 2026Q2: 148,202 shares 148,202 $9.56M 0.05% -111 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: 13,282 shares; 2024Q4: 12,803 shares; 2025Q1: 56,944 shares; 2025Q2: 51,535 shares; 2025Q3: 54,013 shares; 2025Q4: 56,859 shares; 2026Q1: 57,271 shares; 2026Q2: 49,772 shares 49,772 $9.48M 0.05% -7,499 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,034 shares; 2024Q4: 9,908 shares; 2025Q1: 25,111 shares; 2025Q2: 24,978 shares; 2025Q3: 26,273 shares; 2025Q4: 27,772 shares; 2026Q1: 27,536 shares; 2026Q2: 23,518 shares 23,518 $9.35M 0.05% -4,018 Timeline DFAI 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: 8,319 shares; 2024Q4: 7,925 shares; 2025Q1: 46,043 shares; 2025Q2: 141,227 shares; 2025Q3: 188,392 shares; 2025Q4: 211,642 shares; 2026Q1: 224,930 shares; 2026Q2: 226,016 shares 226,016 $9.32M 0.05% +1,086 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,336 shares; 2025Q2: 115,495 shares; 2025Q3: 103,353 shares; 2025Q4: 102,059 shares; 2026Q1: 100,602 shares; 2026Q2: 90,335 shares 90,335 $9.31M 0.05% -10,267 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,670 shares; 2024Q4: 14,951 shares; 2025Q1: 20,118 shares; 2025Q2: 21,747 shares; 2025Q3: 26,575 shares; 2025Q4: 25,297 shares; 2026Q1: 20,728 shares; 2026Q2: 23,866 shares 23,866 $9.23M 0.05% +3,138 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,161 shares; 2024Q4: 9,834 shares; 2025Q1: 14,370 shares; 2025Q2: 24,324 shares; 2025Q3: 27,163 shares; 2025Q4: 29,487 shares; 2026Q1: 42,532 shares; 2026Q2: 45,851 shares 45,851 $9.2M 0.05% +3,319 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: 32,442 shares; 2024Q4: 27,094 shares; 2025Q1: 33,139 shares; 2025Q2: 34,310 shares; 2025Q3: 35,791 shares; 2025Q4: 32,994 shares; 2026Q1: 32,042 shares; 2026Q2: 31,325 shares 31,325 $9.18M 0.05% -717 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: 25,775 shares; 2024Q4: 26,269 shares; 2025Q1: 29,276 shares; 2025Q2: 30,823 shares; 2025Q3: 33,286 shares; 2025Q4: 32,338 shares; 2026Q1: 31,962 shares; 2026Q2: 28,892 shares 28,892 $9.05M 0.05% -3,070 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: 7,185 shares; 2024Q4: 6,533 shares; 2025Q1: 10,968 shares; 2025Q2: 10,532 shares; 2025Q3: 12,664 shares; 2025Q4: 13,476 shares; 2026Q1: 15,233 shares; 2026Q2: 14,234 shares 14,234 $9.03M 0.05% -999 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,741 shares; 2024Q4: 86,393 shares; 2025Q1: 105,447 shares; 2025Q2: 98,825 shares; 2025Q3: 114,386 shares; 2025Q4: 118,458 shares; 2026Q1: 121,990 shares; 2026Q2: 124,567 shares 124,567 $8.96M 0.05% +2,577 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,975 shares; 2024Q4: 47,288 shares; 2025Q1: 52,489 shares; 2025Q2: 49,321 shares; 2025Q3: 49,184 shares; 2025Q4: 49,455 shares; 2026Q1: 45,806 shares; 2026Q2: 39,372 shares 39,372 $8.94M 0.05% -6,434 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,372 shares; 2024Q4: 21,525 shares; 2025Q1: 31,826 shares; 2025Q2: 33,086 shares; 2025Q3: 34,079 shares; 2025Q4: 32,718 shares; 2026Q1: 29,621 shares; 2026Q2: 25,950 shares 25,950 $8.94M 0.05% -3,671 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: 144,222 shares; 2024Q4: 160,587 shares; 2025Q1: 186,190 shares; 2025Q2: 189,833 shares; 2025Q3: 199,424 shares; 2025Q4: 188,945 shares; 2026Q1: 208,337 shares; 2026Q2: 208,634 shares 208,634 $8.83M 0.05% +297 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: 26,800 shares; 2024Q4: 31,426 shares; 2025Q1: 43,181 shares; 2025Q2: 38,693 shares; 2025Q3: 42,698 shares; 2025Q4: 45,046 shares; 2026Q1: 44,694 shares; 2026Q2: 46,793 shares 46,793 $8.65M 0.05% +2,099 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: 6,417 shares; 2025Q1: 8,204 shares; 2025Q2: 6,248 shares; 2025Q3: 7,975 shares; 2025Q4: 8,203 shares; 2026Q1: 8,726 shares; 2026Q2: 8,826 shares 8,826 $8.49M 0.05% +100 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: 199,614 shares; 2024Q4: 198,360 shares; 2025Q1: 249,328 shares; 2025Q2: 291,528 shares; 2025Q3: 332,203 shares; 2025Q4: 328,847 shares; 2026Q1: 343,989 shares; 2026Q2: 350,351 shares 350,351 $8.44M 0.05% +6,362 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,190 shares; 2024Q4: 65,712 shares; 2025Q1: 79,333 shares; 2025Q2: 51,183 shares; 2025Q3: 75,023 shares; 2025Q4: 64,479 shares; 2026Q1: 67,076 shares; 2026Q2: 71,812 shares 71,812 $8.42M 0.05% +4,736 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,396 shares; 2024Q4: 240,550 shares; 2025Q1: 272,734 shares; 2025Q2: 198,181 shares; 2025Q3: 275,028 shares; 2025Q4: 283,068 shares; 2026Q1: 296,597 shares; 2026Q2: 313,861 shares 313,861 $8.37M 0.05% +17,264 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,766 shares; 2024Q4: 7,069 shares; 2025Q1: 23,724 shares; 2025Q2: 23,793 shares; 2025Q3: 25,736 shares; 2025Q4: 26,411 shares; 2026Q1: 29,406 shares; 2026Q2: 29,982 shares 29,982 $8.35M 0.05% +576 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,432 shares; 2024Q4: 23,525 shares; 2025Q1: 23,263 shares; 2025Q2: 23,054 shares; 2025Q3: 23,032 shares; 2025Q4: 23,064 shares; 2026Q1: 22,868 shares; 2026Q2: 22,784 shares 22,784 $8.34M 0.05% -84 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: 11,952 shares; 2024Q4: 12,525 shares; 2025Q1: 13,850 shares; 2025Q2: 15,352 shares; 2025Q3: 14,859 shares; 2025Q4: 16,190 shares; 2026Q1: 16,955 shares; 2026Q2: 16,297 shares 16,297 $8.3M 0.05% -658 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: not reported; 2024Q4: not reported; 2025Q1: 81,911 shares; 2025Q2: 62,609 shares; 2025Q3: 92,888 shares; 2025Q4: 102,241 shares; 2026Q1: 102,683 shares; 2026Q2: 100,309 shares 100,309 $8.22M 0.05% -2,374 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,532 shares; 2024Q4: 59,532 shares; 2025Q1: 66,517 shares; 2025Q2: 64,257 shares; 2025Q3: 66,518 shares; 2025Q4: 66,310 shares; 2026Q1: 68,061 shares; 2026Q2: 68,061 shares 68,061 $8M 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,763 shares; 2024Q4: 10,875 shares; 2025Q1: 16,393 shares; 2025Q2: 14,918 shares; 2025Q3: 14,973 shares; 2025Q4: 16,005 shares; 2026Q1: 18,479 shares; 2026Q2: 19,798 shares 19,798 $7.86M 0.04% +1,319 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,383 shares; 2024Q4: 107,788 shares; 2025Q1: 111,563 shares; 2025Q2: not reported; 2025Q3: 245,732 shares; 2025Q4: 248,035 shares; 2026Q1: 247,792 shares; 2026Q2: 274,554 shares 274,554 $7.85M 0.04% +26,762 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: 21,919 shares; 2024Q4: 23,405 shares; 2025Q1: 27,263 shares; 2025Q2: 20,409 shares; 2025Q3: 26,689 shares; 2025Q4: 27,223 shares; 2026Q1: 26,135 shares; 2026Q2: 24,634 shares 24,634 $7.75M 0.04% -1,501 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: 75,762 shares; 2024Q4: 79,813 shares; 2025Q1: 96,077 shares; 2025Q2: 101,269 shares; 2025Q3: 108,625 shares; 2025Q4: 107,625 shares; 2026Q1: 101,768 shares; 2026Q2: 98,948 shares 98,948 $7.74M 0.04% -2,820 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,183 shares; 2024Q4: 35,567 shares; 2025Q1: 37,681 shares; 2025Q2: 34,833 shares; 2025Q3: 36,127 shares; 2025Q4: 35,908 shares; 2026Q1: 35,914 shares; 2026Q2: 39,166 shares 39,166 $7.74M 0.04% +3,252 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,973 shares; 2024Q4: 71,771 shares; 2025Q1: 75,772 shares; 2025Q2: 81,142 shares; 2025Q3: 82,219 shares; 2025Q4: 82,927 shares; 2026Q1: 79,403 shares; 2026Q2: 84,226 shares 84,226 $7.72M 0.04% +4,823 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,941 shares; 2024Q4: 2,877 shares; 2025Q1: 6,425 shares; 2025Q2: 4,818 shares; 2025Q3: 6,608 shares; 2025Q4: 6,547 shares; 2026Q1: 6,620 shares; 2026Q2: 6,791 shares 6,791 $7.69M 0.04% +171 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,835 shares; 2024Q4: 13,563 shares; 2025Q1: 17,608 shares; 2025Q2: 16,927 shares; 2025Q3: 18,611 shares; 2025Q4: 19,136 shares; 2026Q1: 20,937 shares; 2026Q2: 23,018 shares 23,018 $7.6M 0.04% +2,081 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: 20,297 shares; 2024Q4: 23,578 shares; 2025Q1: 31,814 shares; 2025Q2: 28,152 shares; 2025Q3: 30,642 shares; 2025Q4: 29,391 shares; 2026Q1: 32,255 shares; 2026Q2: 34,666 shares 34,666 $7.57M 0.04% +2,411 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,667 shares; 2024Q4: 3,502 shares; 2025Q1: 4,119 shares; 2025Q2: 4,118 shares; 2025Q3: 4,652 shares; 2025Q4: 5,338 shares; 2026Q1: 7,012 shares; 2026Q2: 7,842 shares 7,842 $7.57M 0.04% +830 Timeline SPLV 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: 103,917 shares; 2024Q4: 101,352 shares; 2025Q1: 101,042 shares; 2025Q2: 79,124 shares; 2025Q3: 100,917 shares; 2025Q4: 100,882 shares; 2026Q1: 100,901 shares; 2026Q2: 100,929 shares 100,929 $7.56M 0.04% +28 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: 1,824 shares; 2024Q4: 2,095 shares; 2025Q1: 4,937 shares; 2025Q2: 73,157 shares; 2025Q3: 78,153 shares; 2025Q4: 82,775 shares; 2026Q1: 82,863 shares; 2026Q2: 81,380 shares 81,380 $7.49M 0.04% -1,483 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: 2,179 shares; 2024Q4: 2,423 shares; 2025Q1: 27,260 shares; 2025Q2: 28,245 shares; 2025Q3: 28,724 shares; 2025Q4: 28,388 shares; 2026Q1: 26,156 shares; 2026Q2: 25,010 shares 25,010 $7.38M 0.04% -1,146 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: 15,022 shares; 2024Q4: 15,497 shares; 2025Q1: 12,617 shares; 2025Q2: 8,476 shares; 2025Q3: 15,704 shares; 2025Q4: 17,988 shares; 2026Q1: 20,971 shares; 2026Q2: 24,595 shares 24,595 $7.33M 0.04% +3,624 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 2,954 shares; 2025Q1: 6,194 shares; 2025Q2: 6,399 shares; 2025Q3: 8,467 shares; 2025Q4: 9,141 shares; 2026Q1: 9,760 shares; 2026Q2: 10,266 shares 10,266 $7.32M 0.04% +506 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,456 shares; 2024Q4: 22,970 shares; 2025Q1: 20,692 shares; 2025Q2: 21,525 shares; 2025Q3: 21,737 shares; 2025Q4: 22,967 shares; 2026Q1: 22,856 shares; 2026Q2: 18,497 shares 18,497 $7.29M 0.04% -4,359 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: 53,745 shares; 2024Q4: 71,866 shares; 2025Q1: 88,760 shares; 2025Q2: 86,621 shares; 2025Q3: 95,547 shares; 2025Q4: 96,823 shares; 2026Q1: 112,082 shares; 2026Q2: 121,465 shares 121,465 $7.25M 0.04% +9,383 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,930 shares; 2024Q4: 11,638 shares; 2025Q1: 75,807 shares; 2025Q2: 79,111 shares; 2025Q3: 77,382 shares; 2025Q4: 80,423 shares; 2026Q1: 77,859 shares; 2026Q2: 78,983 shares 78,983 $7.25M 0.04% +1,124 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,760 shares; 2024Q4: 17,910 shares; 2025Q1: 7,787 shares; 2025Q2: 6,950 shares; 2025Q3: 10,531 shares; 2025Q4: 11,399 shares; 2026Q1: 12,334 shares; 2026Q2: 16,725 shares 16,725 $7.22M 0.04% +4,391 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,283 shares; 2024Q4: 3,412 shares; 2025Q1: 16,629 shares; 2025Q2: 15,014 shares; 2025Q3: 15,620 shares; 2025Q4: 16,192 shares; 2026Q1: 16,655 shares; 2026Q2: 20,600 shares 20,600 $7.21M 0.04% +3,945 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,798 shares; 2024Q4: 64,073 shares; 2025Q1: 72,560 shares; 2025Q2: 74,215 shares; 2025Q3: 69,084 shares; 2025Q4: 72,373 shares; 2026Q1: 126,840 shares; 2026Q2: 127,438 shares 127,438 $7.18M 0.04% +598 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: 94,656 shares; 2025Q2: 202,993 shares; 2025Q3: 200,908 shares; 2025Q4: 200,786 shares; 2026Q1: 187,995 shares; 2026Q2: 176,573 shares 176,573 $7.18M 0.04% -11,422 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: 26,469 shares; 2025Q1: 31,285 shares; 2025Q2: 28,752 shares; 2025Q3: 32,410 shares; 2025Q4: 34,951 shares; 2026Q1: 42,405 shares; 2026Q2: 41,344 shares 41,344 $7.02M 0.04% -1,061 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,036 shares; 2024Q4: 22,441 shares; 2025Q1: 22,598 shares; 2025Q2: 22,514 shares; 2025Q3: 23,997 shares; 2025Q4: 23,893 shares; 2026Q1: 22,668 shares; 2026Q2: 22,679 shares 22,679 $6.95M 0.04% +11 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,771 shares; 2024Q4: 22,539 shares; 2025Q1: 29,276 shares; 2025Q2: 30,739 shares; 2025Q3: 33,029 shares; 2025Q4: 34,466 shares; 2026Q1: 38,070 shares; 2026Q2: 41,017 shares 41,017 $6.93M 0.04% +2,947 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: 21,035 shares; 2024Q4: 22,907 shares; 2025Q1: 25,905 shares; 2025Q2: 24,907 shares; 2025Q3: 25,775 shares; 2025Q4: 25,823 shares; 2026Q1: 26,525 shares; 2026Q2: 27,001 shares 27,001 $6.9M 0.04% +476 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: 19,862 shares; 2024Q4: 20,201 shares; 2025Q1: 24,383 shares; 2025Q2: 18,829 shares; 2025Q3: 22,970 shares; 2025Q4: 23,955 shares; 2026Q1: 24,768 shares; 2026Q2: 25,155 shares 25,155 $6.8M 0.04% +387 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: 104,534 shares; 2024Q4: 119,468 shares; 2025Q1: 136,982 shares; 2025Q2: 118,765 shares; 2025Q3: 154,147 shares; 2025Q4: 130,859 shares; 2026Q1: 131,893 shares; 2026Q2: 136,250 shares 136,250 $6.79M 0.04% +4,357 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,274 shares; 2025Q2: 29,174 shares; 2025Q3: 29,191 shares; 2025Q4: 29,229 shares; 2026Q1: 27,472 shares; 2026Q2: 26,257 shares 26,257 $6.77M 0.04% -1,215 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 1,489 shares; 2025Q2: 886 shares; 2025Q3: 2,260 shares; 2025Q4: 2,550 shares; 2026Q1: 3,173 shares; 2026Q2: 3,379 shares 3,379 $6.7M 0.04% +206 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,573 shares; 2024Q4: 24,748 shares; 2025Q1: 110,956 shares; 2025Q2: 92,547 shares; 2025Q3: 103,109 shares; 2025Q4: 155,734 shares; 2026Q1: 155,862 shares; 2026Q2: 156,576 shares 156,576 $6.67M 0.04% +714 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,734 shares; 2024Q4: 39,113 shares; 2025Q1: 47,249 shares; 2025Q2: 46,169 shares; 2025Q3: 54,293 shares; 2025Q4: 55,268 shares; 2026Q1: 59,939 shares; 2026Q2: 63,925 shares 63,925 $6.65M 0.04% +3,986 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: 6,151 shares; 2024Q4: 7,542 shares; 2025Q1: 19,777 shares; 2025Q2: 19,121 shares; 2025Q3: 19,081 shares; 2025Q4: 19,763 shares; 2026Q1: 16,495 shares; 2026Q2: 16,274 shares 16,274 $6.63M 0.04% -221 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 731 shares; 2025Q1: 5,603 shares; 2025Q2: 5,706 shares; 2025Q3: 5,697 shares; 2025Q4: 5,741 shares; 2026Q1: 5,499 shares; 2026Q2: 4,956 shares 4,956 $6.6M 0.04% -543 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: 9,708 shares; 2024Q4: 13,507 shares; 2025Q1: 17,591 shares; 2025Q2: 18,162 shares; 2025Q3: 22,327 shares; 2025Q4: 24,242 shares; 2026Q1: 27,598 shares; 2026Q2: 30,472 shares 30,472 $6.6M 0.04% +2,874 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,721 shares; 2024Q4: 80,808 shares; 2025Q1: 120,744 shares; 2025Q2: 136,167 shares; 2025Q3: 145,958 shares; 2025Q4: 122,696 shares; 2026Q1: 113,811 shares; 2026Q2: 113,872 shares 113,872 $6.59M 0.04% +61 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,411 shares; 2024Q4: 9,322 shares; 2025Q1: 10,729 shares; 2025Q2: 8,510 shares; 2025Q3: 13,758 shares; 2025Q4: 13,469 shares; 2026Q1: 12,446 shares; 2026Q2: 12,483 shares 12,483 $6.52M 0.04% +37 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: 78,617 shares; 2024Q4: 77,626 shares; 2025Q1: 86,570 shares; 2025Q2: 51,394 shares; 2025Q3: 43,569 shares; 2025Q4: 46,667 shares; 2026Q1: 48,494 shares; 2026Q2: 49,728 shares 49,728 $6.49M 0.04% +1,234 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,005 shares; 2024Q4: 26,411 shares; 2025Q1: 33,958 shares; 2025Q2: 33,939 shares; 2025Q3: 47,188 shares; 2025Q4: 51,454 shares; 2026Q1: 56,970 shares; 2026Q2: 51,132 shares 51,132 $6.46M 0.04% -5,838 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,305 shares; 2024Q4: 32,609 shares; 2025Q1: 37,572 shares; 2025Q2: 38,975 shares; 2025Q3: 44,739 shares; 2025Q4: 40,014 shares; 2026Q1: 37,770 shares; 2026Q2: 39,217 shares 39,217 $6.41M 0.04% +1,447 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,829 shares; 2024Q4: 7,538 shares; 2025Q1: 8,410 shares; 2025Q2: 6,616 shares; 2025Q3: 8,087 shares; 2025Q4: 8,365 shares; 2026Q1: 8,575 shares; 2026Q2: 8,474 shares 8,474 $6.4M 0.04% -101 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: 76,849 shares; 2024Q4: 76,217 shares; 2025Q1: 79,094 shares; 2025Q2: 44,563 shares; 2025Q3: 77,715 shares; 2025Q4: 78,180 shares; 2026Q1: 79,247 shares; 2026Q2: 52,935 shares 52,935 $6.25M 0.04% -26,312 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,643 shares; 2024Q4: 18,815 shares; 2025Q1: 29,849 shares; 2025Q2: 32,050 shares; 2025Q3: 35,787 shares; 2025Q4: 38,997 shares; 2026Q1: 42,129 shares; 2026Q2: 43,139 shares 43,139 $6.24M 0.04% +1,010 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,110 shares; 2024Q4: 27,106 shares; 2025Q1: 34,129 shares; 2025Q2: 32,816 shares; 2025Q3: 31,364 shares; 2025Q4: 34,075 shares; 2026Q1: 38,902 shares; 2026Q2: 42,478 shares 42,478 $6.21M 0.03% +3,576 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: 62,519 shares; 2024Q4: 73,542 shares; 2025Q1: 90,042 shares; 2025Q2: 68,190 shares; 2025Q3: 77,697 shares; 2025Q4: 87,126 shares; 2026Q1: 109,993 shares; 2026Q2: 106,923 shares 106,923 $6.16M 0.03% -3,070 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,964 shares; 2024Q4: 3,181 shares; 2025Q1: 13,533 shares; 2025Q2: 13,636 shares; 2025Q3: 13,615 shares; 2025Q4: 14,006 shares; 2026Q1: 13,205 shares; 2026Q2: 13,535 shares 13,535 $6.13M 0.03% +330 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: 37,241 shares; 2024Q4: 44,045 shares; 2025Q1: 66,401 shares; 2025Q2: 63,542 shares; 2025Q3: 71,568 shares; 2025Q4: 74,255 shares; 2026Q1: 77,224 shares; 2026Q2: 81,436 shares 81,436 $6.05M 0.03% +4,212 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: 119,229 shares; 2024Q4: 114,521 shares; 2025Q1: 142,914 shares; 2025Q2: 118,482 shares; 2025Q3: 136,173 shares; 2025Q4: 146,556 shares; 2026Q1: 151,455 shares; 2026Q2: 164,218 shares 164,218 $6.04M 0.03% +12,763 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,159 shares; 2024Q4: 35,900 shares; 2025Q1: 46,658 shares; 2025Q2: 47,691 shares; 2025Q3: 48,537 shares; 2025Q4: 50,238 shares; 2026Q1: 51,979 shares; 2026Q2: 44,065 shares 44,065 $6.03M 0.03% -7,914 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,919 shares; 2024Q4: 17,552 shares; 2025Q1: 18,707 shares; 2025Q2: 16,887 shares; 2025Q3: 19,834 shares; 2025Q4: 19,731 shares; 2026Q1: 21,234 shares; 2026Q2: 23,147 shares 23,147 $6.03M 0.03% +1,913 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: 766 shares; 2024Q4: 874 shares; 2025Q1: 1,254 shares; 2025Q2: 1,257 shares; 2025Q3: 1,401 shares; 2025Q4: 1,446 shares; 2026Q1: 1,503 shares; 2026Q2: 33,780 shares 33,780 $6.02M 0.03% +32,277 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,939 shares; 2024Q4: 25,646 shares; 2025Q1: 38,010 shares; 2025Q2: 41,094 shares; 2025Q3: 47,597 shares; 2025Q4: 51,993 shares; 2026Q1: 48,138 shares; 2026Q2: 50,885 shares 50,885 $5.99M 0.03% +2,747 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: 81,859 shares; 2024Q4: 81,209 shares; 2025Q1: 97,220 shares; 2025Q2: 80,455 shares; 2025Q3: 117,354 shares; 2025Q4: 118,234 shares; 2026Q1: 115,533 shares; 2026Q2: 111,366 shares 111,366 $5.97M 0.03% -4,167 Timeline DFAT 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: 11,584 shares; 2024Q4: 11,584 shares; 2025Q1: 10,732 shares; 2025Q2: 10,545 shares; 2025Q3: 66,579 shares; 2025Q4: 70,136 shares; 2026Q1: 69,489 shares; 2026Q2: 81,546 shares 81,546 $5.7M 0.03% +12,057 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,313 shares; 2024Q4: 9,971 shares; 2025Q1: 12,750 shares; 2025Q2: 14,782 shares; 2025Q3: 15,986 shares; 2025Q4: 15,266 shares; 2026Q1: 19,146 shares; 2026Q2: 20,629 shares 20,629 $5.69M 0.03% +1,483 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,255 shares; 2024Q4: 9,476 shares; 2025Q1: 16,660 shares; 2025Q2: 14,696 shares; 2025Q3: 14,446 shares; 2025Q4: 14,733 shares; 2026Q1: 18,540 shares; 2026Q2: 17,817 shares 17,817 $5.61M 0.03% -723 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: 29,695 shares; 2024Q4: 29,110 shares; 2025Q1: 33,344 shares; 2025Q2: 41,421 shares; 2025Q3: 41,996 shares; 2025Q4: 42,205 shares; 2026Q1: 53,830 shares; 2026Q2: 54,377 shares 54,377 $5.56M 0.03% +547 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,974 shares; 2024Q4: 282,926 shares; 2025Q1: 273,690 shares; 2025Q2: 289,000 shares; 2025Q3: 292,202 shares; 2025Q4: 233,309 shares; 2026Q1: 241,995 shares; 2026Q2: 225,040 shares 225,040 $5.52M 0.03% -16,955 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: 5,486 shares; 2024Q4: 6,871 shares; 2025Q1: 8,592 shares; 2025Q2: 5,193 shares; 2025Q3: 5,193 shares; 2025Q4: 5,580 shares; 2026Q1: 7,026 shares; 2026Q2: 104,410 shares 104,410 $5.51M 0.03% +97,384 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: 8,375 shares; 2024Q4: 8,767 shares; 2025Q1: 10,656 shares; 2025Q2: 10,583 shares; 2025Q3: 8,680 shares; 2025Q4: 9,472 shares; 2026Q1: 10,287 shares; 2026Q2: 11,065 shares 11,065 $5.5M 0.03% +778 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: 5,826 shares; 2025Q1: 38,269 shares; 2025Q2: 41,985 shares; 2025Q3: 42,938 shares; 2025Q4: 44,659 shares; 2026Q1: 43,225 shares; 2026Q2: 40,765 shares 40,765 $5.49M 0.03% -2,460 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,044 shares; 2024Q4: 89,560 shares; 2025Q1: 115,062 shares; 2025Q2: 44,375 shares; 2025Q3: 107,731 shares; 2025Q4: 98,724 shares; 2026Q1: 117,407 shares; 2026Q2: 121,129 shares 121,129 $5.46M 0.03% +3,722 Timeline SCHO 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: 6,099 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,518 shares; 2025Q3: 235,303 shares; 2025Q4: 224,950 shares; 2026Q1: 226,802 shares; 2026Q2: 225,822 shares 225,822 $5.45M 0.03% -980 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,623 shares; 2024Q4: 16,623 shares; 2025Q1: 16,922 shares; 2025Q2: 16,922 shares; 2025Q3: 17,554 shares; 2025Q4: 23,439 shares; 2026Q1: 30,254 shares; 2026Q2: 30,438 shares 30,438 $5.44M 0.03% +184 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,978 shares; 2024Q4: 5,689 shares; 2025Q1: 7,043 shares; 2025Q2: 8,056 shares; 2025Q3: 9,150 shares; 2025Q4: 9,295 shares; 2026Q1: 9,825 shares; 2026Q2: 10,976 shares 10,976 $5.39M 0.03% +1,151 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,194 shares; 2024Q4: 20,362 shares; 2025Q1: 21,609 shares; 2025Q2: not reported; 2025Q3: 22,971 shares; 2025Q4: 29,099 shares; 2026Q1: 26,245 shares; 2026Q2: 108,416 shares 108,416 $5.37M 0.03% +82,171 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,729 shares; 2024Q4: 4,540 shares; 2025Q1: 18,175 shares; 2025Q2: 18,359 shares; 2025Q3: 19,279 shares; 2025Q4: 19,233 shares; 2026Q1: 15,047 shares; 2026Q2: 14,182 shares 14,182 $5.32M 0.03% -865 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,044 shares; 2024Q4: 26,718 shares; 2025Q1: 35,698 shares; 2025Q2: 35,178 shares; 2025Q3: 41,601 shares; 2025Q4: 39,216 shares; 2026Q1: 37,359 shares; 2026Q2: 33,897 shares 33,897 $5.31M 0.03% -3,462 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 755 shares; 2025Q1: 5,846 shares; 2025Q2: 6,067 shares; 2025Q3: 5,983 shares; 2025Q4: 6,064 shares; 2026Q1: 4,395 shares; 2026Q2: 3,834 shares 3,834 $5.3M 0.03% -561 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: 20,663 shares; 2024Q4: 19,883 shares; 2025Q1: 23,415 shares; 2025Q2: 16,758 shares; 2025Q3: 29,577 shares; 2025Q4: 29,694 shares; 2026Q1: 31,540 shares; 2026Q2: 32,869 shares 32,869 $5.22M 0.03% +1,329 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,410 shares; 2024Q4: 39,550 shares; 2025Q1: 43,695 shares; 2025Q2: 36,175 shares; 2025Q3: 45,847 shares; 2025Q4: 44,280 shares; 2026Q1: 45,218 shares; 2026Q2: 47,181 shares 47,181 $5.21M 0.03% +1,963 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: 1,248 shares; 2024Q4: 1,276 shares; 2025Q1: 1,413 shares; 2025Q2: 1,083 shares; 2025Q3: 1,360 shares; 2025Q4: 1,346 shares; 2026Q1: 1,347 shares; 2026Q2: 1,618 shares 1,618 $5.17M 0.03% +271 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,755 shares; 2024Q4: 23,489 shares; 2025Q1: 33,008 shares; 2025Q2: 29,956 shares; 2025Q3: 29,868 shares; 2025Q4: 31,435 shares; 2026Q1: 31,388 shares; 2026Q2: 31,943 shares 31,943 $5.17M 0.03% +555 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,615 shares; 2024Q4: 35,661 shares; 2025Q1: 48,347 shares; 2025Q2: 52,990 shares; 2025Q3: 58,234 shares; 2025Q4: 52,808 shares; 2026Q1: 49,098 shares; 2026Q2: 42,888 shares 42,888 $5.15M 0.03% -6,210 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: 5,663 shares; 2024Q4: 6,374 shares; 2025Q1: 10,843 shares; 2025Q2: 13,341 shares; 2025Q3: 14,136 shares; 2025Q4: 9,008 shares; 2026Q1: 12,564 shares; 2026Q2: 12,168 shares 12,168 $5.05M 0.03% -396 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: 31,132 shares; 2024Q4: 35,993 shares; 2025Q1: 37,659 shares; 2025Q2: 33,390 shares; 2025Q3: 43,580 shares; 2025Q4: 43,031 shares; 2026Q1: 47,978 shares; 2026Q2: 73,917 shares 73,917 $5.05M 0.03% +25,939 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: 32,923 shares; 2024Q4: 39,106 shares; 2025Q1: 43,075 shares; 2025Q2: 40,397 shares; 2025Q3: 41,733 shares; 2025Q4: 45,792 shares; 2026Q1: 46,333 shares; 2026Q2: 46,121 shares 46,121 $4.96M 0.03% -212 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: 47,145 shares; 2024Q4: 45,556 shares; 2025Q1: 52,946 shares; 2025Q2: 42,841 shares; 2025Q3: 56,358 shares; 2025Q4: 59,594 shares; 2026Q1: 64,331 shares; 2026Q2: 53,661 shares 53,661 $4.95M 0.03% -10,670 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: 17,767 shares; 2024Q4: 20,029 shares; 2025Q1: 32,893 shares; 2025Q2: 32,876 shares; 2025Q3: 38,280 shares; 2025Q4: 40,859 shares; 2026Q1: 44,680 shares; 2026Q2: 47,828 shares 47,828 $4.95M 0.03% +3,148 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,465 shares; 2024Q4: 71,186 shares; 2025Q1: 98,886 shares; 2025Q2: 79,034 shares; 2025Q3: 89,700 shares; 2025Q4: 93,582 shares; 2026Q1: 100,707 shares; 2026Q2: 103,752 shares 103,752 $4.93M 0.03% +3,045 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: not reported; 2026Q2: 25,953 shares 25,953 $4.9M 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,251 shares; 2024Q4: 14,560 shares; 2025Q1: 28,473 shares; 2025Q2: 22,748 shares; 2025Q3: 27,581 shares; 2025Q4: 27,191 shares; 2026Q1: 30,048 shares; 2026Q2: 22,994 shares 22,994 $4.9M 0.03% -7,054 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: 25,418 shares; 2024Q4: 27,315 shares; 2025Q1: 29,991 shares; 2025Q2: 44,175 shares; 2025Q3: 48,280 shares; 2025Q4: 59,890 shares; 2026Q1: 69,250 shares; 2026Q2: 77,546 shares 77,546 $4.88M 0.03% +8,296 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,558 shares; 2025Q2: 27,575 shares; 2025Q3: 28,826 shares; 2025Q4: 28,775 shares; 2026Q1: 25,631 shares; 2026Q2: 29,175 shares 29,175 $4.86M 0.03% +3,544 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,485 shares; 2024Q4: 64,505 shares; 2025Q1: 68,942 shares; 2025Q2: 59,379 shares; 2025Q3: 68,065 shares; 2025Q4: 69,706 shares; 2026Q1: 72,798 shares; 2026Q2: 70,884 shares 70,884 $4.85M 0.03% -1,914 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,821 shares; 2024Q4: 21,649 shares; 2025Q1: 27,445 shares; 2025Q2: 22,972 shares; 2025Q3: 32,650 shares; 2025Q4: 29,324 shares; 2026Q1: 28,988 shares; 2026Q2: 31,456 shares 31,456 $4.76M 0.03% +2,468 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,564 shares; 2024Q4: 25,988 shares; 2025Q1: 24,938 shares; 2025Q2: 23,336 shares; 2025Q3: 24,877 shares; 2025Q4: 24,744 shares; 2026Q1: 24,810 shares; 2026Q2: 25,200 shares 25,200 $4.74M 0.03% +390 Timeline SHV 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: 23,308 shares; 2025Q2: 19,437 shares; 2025Q3: 41,298 shares; 2025Q4: 41,981 shares; 2026Q1: 42,329 shares; 2026Q2: 42,908 shares 42,908 $4.73M 0.03% +579 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,961 shares; 2024Q4: 7,033 shares; 2025Q1: 24,408 shares; 2025Q2: 5,105 shares; 2025Q3: 18,196 shares; 2025Q4: 20,611 shares; 2026Q1: 17,850 shares; 2026Q2: 21,552 shares 21,552 $4.73M 0.03% +3,702 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,085 shares; 2025Q3: 3,546 shares; 2025Q4: 14,772 shares; 2026Q1: 31,995 shares; 2026Q2: 34,529 shares 34,529 $4.72M 0.03% +2,534 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,115 shares; 2024Q4: 9,925 shares; 2025Q1: 9,221 shares; 2025Q2: 6,070 shares; 2025Q3: 6,687 shares; 2025Q4: 6,691 shares; 2026Q1: 7,081 shares; 2026Q2: 7,145 shares 7,145 $4.69M 0.03% +64 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,072 shares; 2024Q4: 12,113 shares; 2025Q1: 14,043 shares; 2025Q2: 13,753 shares; 2025Q3: 13,577 shares; 2025Q4: 20,091 shares; 2026Q1: 27,906 shares; 2026Q2: 30,347 shares 30,347 $4.66M 0.03% +2,441 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 4,498 shares; 2025Q1: 6,655 shares; 2025Q2: 5,189 shares; 2025Q3: 6,326 shares; 2025Q4: 7,778 shares; 2026Q1: 12,025 shares; 2026Q2: 13,699 shares 13,699 $4.59M 0.03% +1,674 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,251 shares; 2024Q4: 6,252 shares; 2025Q1: 11,969 shares; 2025Q2: 9,380 shares; 2025Q3: 10,812 shares; 2025Q4: 12,060 shares; 2026Q1: 12,423 shares; 2026Q2: 12,377 shares 12,377 $4.59M 0.03% -46 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,583 shares; 2024Q4: 13,550 shares; 2025Q1: 24,100 shares; 2025Q2: 21,799 shares; 2025Q3: 22,909 shares; 2025Q4: 29,047 shares; 2026Q1: 33,299 shares; 2026Q2: 33,675 shares 33,675 $4.56M 0.03% +376 Timeline EIPI 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208,232 shares 208,232 $4.55M 0.03% 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: 17,833 shares; 2024Q4: 17,413 shares; 2025Q1: 22,768 shares; 2025Q2: 19,950 shares; 2025Q3: 23,296 shares; 2025Q4: 23,206 shares; 2026Q1: 24,425 shares; 2026Q2: 24,111 shares 24,111 $4.47M 0.03% -314 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,610 shares; 2024Q4: 11,529 shares; 2025Q1: 15,567 shares; 2025Q2: 7,657 shares; 2025Q3: 15,574 shares; 2025Q4: 15,507 shares; 2026Q1: 14,898 shares; 2026Q2: 14,902 shares 14,902 $4.46M 0.03% +4 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,430 shares; 2024Q4: 38,081 shares; 2025Q1: 46,580 shares; 2025Q2: 35,320 shares; 2025Q3: 42,945 shares; 2025Q4: 39,576 shares; 2026Q1: 44,002 shares; 2026Q2: 43,367 shares 43,367 $4.43M 0.02% -635 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,219 shares; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,376 shares 86,376 $4.37M 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,879 shares; 2024Q4: 10,625 shares; 2025Q1: 12,506 shares; 2025Q2: 9,246 shares; 2025Q3: 18,246 shares; 2025Q4: 37,349 shares; 2026Q1: 37,790 shares; 2026Q2: 37,162 shares 37,162 $4.36M 0.02% -628 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,965 shares; 2024Q4: 21,326 shares; 2025Q1: 21,475 shares; 2025Q2: 28,857 shares; 2025Q3: 28,802 shares; 2025Q4: 28,804 shares; 2026Q1: 29,680 shares; 2026Q2: 29,358 shares 29,358 $4.34M 0.02% -322 Timeline DFAE 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: 43,309 shares; 2025Q2: 50,757 shares; 2025Q3: 85,225 shares; 2025Q4: 103,626 shares; 2026Q1: 109,014 shares; 2026Q2: 107,499 shares 107,499 $4.32M 0.02% -1,515 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,428 shares; 2025Q1: 3,490 shares; 2025Q2: 3,345 shares; 2025Q3: 4,274 shares; 2025Q4: 5,562 shares; 2026Q1: 8,471 shares; 2026Q2: 16,539 shares 16,539 $4.31M 0.02% +8,068 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: 25,738 shares; 2024Q4: 29,374 shares; 2025Q1: 25,971 shares; 2025Q2: 22,975 shares; 2025Q3: 26,094 shares; 2025Q4: 28,111 shares; 2026Q1: 29,872 shares; 2026Q2: 30,002 shares 30,002 $4.29M 0.02% +130 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,333 shares; 2024Q4: 7,180 shares; 2025Q1: 9,928 shares; 2025Q2: 9,484 shares; 2025Q3: 11,463 shares; 2025Q4: 12,561 shares; 2026Q1: 13,625 shares; 2026Q2: 14,729 shares 14,729 $4.28M 0.02% +1,104 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,882 shares; 2024Q4: 14,806 shares; 2025Q1: 16,541 shares; 2025Q2: 11,274 shares; 2025Q3: 16,713 shares; 2025Q4: 17,101 shares; 2026Q1: 17,101 shares; 2026Q2: 16,774 shares 16,774 $4.23M 0.02% -327 Timeline FMDE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,823 shares 103,823 $4.21M 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,382 shares; 2024Q4: 16,083 shares; 2025Q1: 21,554 shares; 2025Q2: 22,440 shares; 2025Q3: 24,531 shares; 2025Q4: 24,775 shares; 2026Q1: 27,413 shares; 2026Q2: 67,959 shares 67,959 $4.21M 0.02% +40,546 Timeline FDM 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: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: not reported; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares; 2026Q2: 45,000 shares 45,000 $4.19M 0.02% 0 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: 8,629 shares; 2024Q4: 9,191 shares; 2025Q1: 12,291 shares; 2025Q2: 12,547 shares; 2025Q3: 16,025 shares; 2025Q4: 16,711 shares; 2026Q1: 17,860 shares; 2026Q2: 18,444 shares 18,444 $4.19M 0.02% +584 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,980 shares; 2024Q4: 23,419 shares; 2025Q1: 38,111 shares; 2025Q2: 34,372 shares; 2025Q3: 44,612 shares; 2025Q4: 46,089 shares; 2026Q1: 51,261 shares; 2026Q2: 54,135 shares 54,135 $4.17M 0.02% +2,874 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: 151,692 shares; 2024Q4: 152,529 shares; 2025Q1: 185,760 shares; 2025Q2: 144,466 shares; 2025Q3: 147,852 shares; 2025Q4: 197,516 shares; 2026Q1: 190,273 shares; 2026Q2: 215,505 shares 215,505 $4.12M 0.02% +25,232 Timeline DFIV 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: 10,294 shares; 2025Q3: 12,633 shares; 2025Q4: 12,633 shares; 2026Q1: 20,971 shares; 2026Q2: 76,013 shares 76,013 $4.11M 0.02% +55,042 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,688 shares; 2024Q4: 24,444 shares; 2025Q1: 79,196 shares; 2025Q2: 69,008 shares; 2025Q3: 80,877 shares; 2025Q4: 76,780 shares; 2026Q1: 74,754 shares; 2026Q2: 75,591 shares 75,591 $4.04M 0.02% +837 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,012 shares; 2024Q4: 28,615 shares; 2025Q1: 30,001 shares; 2025Q2: 29,824 shares; 2025Q3: 25,210 shares; 2025Q4: 23,676 shares; 2026Q1: 23,579 shares; 2026Q2: 24,534 shares 24,534 $4.02M 0.02% +955 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: 43,518 shares; 2024Q4: 44,479 shares; 2025Q1: 36,397 shares; 2025Q2: 38,145 shares; 2025Q3: 36,925 shares; 2025Q4: 47,836 shares; 2026Q1: 48,145 shares; 2026Q2: 115,194 shares 115,194 $4.01M 0.02% +67,049 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,599 shares 39,599 $3.94M 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,258 shares; 2024Q4: 19,934 shares; 2025Q1: 30,781 shares; 2025Q2: 22,062 shares; 2025Q3: 68,990 shares; 2025Q4: 67,099 shares; 2026Q1: 42,888 shares; 2026Q2: 40,678 shares 40,678 $3.92M 0.02% -2,210 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: 12,511 shares; 2024Q4: 14,723 shares; 2025Q1: 16,390 shares; 2025Q2: 13,967 shares; 2025Q3: 17,628 shares; 2025Q4: 13,953 shares; 2026Q1: 17,325 shares; 2026Q2: 29,863 shares 29,863 $3.87M 0.02% +12,538 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,925 shares; 2024Q4: 5,869 shares; 2025Q1: 6,535 shares; 2025Q2: 6,117 shares; 2025Q3: 7,213 shares; 2025Q4: 7,152 shares; 2026Q1: 7,596 shares; 2026Q2: 7,575 shares 7,575 $3.86M 0.02% -21 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: 36,124 shares; 2024Q4: 34,130 shares; 2025Q1: 48,228 shares; 2025Q2: 43,989 shares; 2025Q3: 45,330 shares; 2025Q4: 47,125 shares; 2026Q1: 48,106 shares; 2026Q2: 49,749 shares 49,749 $3.86M 0.02% +1,643 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,383 shares; 2024Q4: 7,531 shares; 2025Q1: 9,623 shares; 2025Q2: 4,486 shares; 2025Q3: 8,008 shares; 2025Q4: 7,877 shares; 2026Q1: 7,845 shares; 2026Q2: 6,629 shares 6,629 $3.82M 0.02% -1,216 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: 11,532 shares; 2024Q4: 11,674 shares; 2025Q1: 54,518 shares; 2025Q2: 76,083 shares; 2025Q3: 77,739 shares; 2025Q4: 86,604 shares; 2026Q1: 85,869 shares; 2026Q2: 79,493 shares 79,493 $3.82M 0.02% -6,376 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: 4,116 shares; 2024Q4: 4,377 shares; 2025Q1: 7,686 shares; 2025Q2: 8,135 shares; 2025Q3: 10,452 shares; 2025Q4: 58,870 shares; 2026Q1: 50,064 shares; 2026Q2: 38,426 shares 38,426 $3.81M 0.02% -11,638 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: 7,866 shares; 2024Q4: 11,959 shares; 2025Q1: 25,714 shares; 2025Q2: 25,591 shares; 2025Q3: 28,481 shares; 2025Q4: 30,265 shares; 2026Q1: 30,013 shares; 2026Q2: 35,231 shares 35,231 $3.8M 0.02% +5,218 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 96,195 shares; 2025Q1: 172,445 shares; 2025Q2: 196,671 shares; 2025Q3: 220,290 shares; 2025Q4: 217,872 shares; 2026Q1: 235,341 shares; 2026Q2: 280,189 shares 280,189 $3.79M 0.02% +44,848 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,809 shares; 2024Q4: 2,380 shares; 2025Q1: 3,259 shares; 2025Q2: 4,346 shares; 2025Q3: 5,562 shares; 2025Q4: 6,643 shares; 2026Q1: 7,205 shares; 2026Q2: 7,355 shares 7,355 $3.79M 0.02% +150 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,798 shares; 2024Q4: 14,471 shares; 2025Q1: 19,815 shares; 2025Q2: 27,719 shares; 2025Q3: 33,559 shares; 2025Q4: 38,367 shares; 2026Q1: 41,967 shares; 2026Q2: 40,542 shares 40,542 $3.79M 0.02% -1,425 Timeline BAFE ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: 128,547 shares; 2025Q3: 128,547 shares; 2025Q4: 128,547 shares; 2026Q1: 131,688 shares; 2026Q2: 128,547 shares 128,547 $3.75M 0.02% -3,141 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: 9,687 shares; 2024Q4: 6,457 shares; 2025Q1: 6,158 shares; 2025Q2: 3,869 shares; 2025Q3: 5,135 shares; 2025Q4: 4,974 shares; 2026Q1: 5,248 shares; 2026Q2: 5,326 shares 5,326 $3.75M 0.02% +78 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,908 shares; 2024Q4: 7,093 shares; 2025Q1: 8,533 shares; 2025Q2: 10,032 shares; 2025Q3: 10,660 shares; 2025Q4: 11,253 shares; 2026Q1: 12,037 shares; 2026Q2: 11,330 shares 11,330 $3.74M 0.02% -707 Timeline VPL 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: 36,178 shares; 2024Q4: 34,711 shares; 2025Q1: 33,846 shares; 2025Q2: 30,239 shares; 2025Q3: 33,899 shares; 2025Q4: 33,899 shares; 2026Q1: 32,373 shares; 2026Q2: 32,206 shares 32,206 $3.73M 0.02% -167 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: 3,109 shares; 2024Q4: 3,172 shares; 2025Q1: 3,336 shares; 2025Q2: 3,393 shares; 2025Q3: 7,888 shares; 2025Q4: 4,579 shares; 2026Q1: 7,270 shares; 2026Q2: 8,351 shares 8,351 $3.73M 0.02% +1,081 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: 96,659 shares; 2024Q4: 91,279 shares; 2025Q1: 98,422 shares; 2025Q2: 93,076 shares; 2025Q3: 107,254 shares; 2025Q4: 109,864 shares; 2026Q1: 114,852 shares; 2026Q2: 123,329 shares 123,329 $3.72M 0.02% +8,477 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,601 shares; 2024Q4: 61,660 shares; 2025Q1: 14,413 shares; 2025Q2: 7,296 shares; 2025Q3: 17,274 shares; 2025Q4: 37,693 shares; 2026Q1: 41,459 shares; 2026Q2: 70,096 shares 70,096 $3.72M 0.02% +28,637 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,923 shares; 2024Q4: 3,082 shares; 2025Q1: 3,672 shares; 2025Q2: 3,409 shares; 2025Q3: 3,808 shares; 2025Q4: 4,862 shares; 2026Q1: 6,841 shares; 2026Q2: 7,617 shares 7,617 $3.69M 0.02% +776 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: 66,582 shares; 2024Q4: 91,605 shares; 2025Q1: 64,511 shares; 2025Q2: 42,869 shares; 2025Q3: 34,646 shares; 2025Q4: 50,755 shares; 2026Q1: 43,330 shares; 2026Q2: 47,016 shares 47,016 $3.66M 0.02% +3,686 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,371 shares; 2024Q4: 275,185 shares; 2025Q1: 1,131,920 shares; 2025Q2: 738,059 shares; 2025Q3: 743,893 shares; 2025Q4: 321,585 shares; 2026Q1: 317,535 shares; 2026Q2: 335,367 shares 335,367 $3.65M 0.02% +17,832 Timeline VIGI 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: 2,377 shares; 2024Q4: 2,943 shares; 2025Q1: 52,471 shares; 2025Q2: 40,576 shares; 2025Q3: 39,556 shares; 2025Q4: 39,052 shares; 2026Q1: 36,070 shares; 2026Q2: 38,924 shares 38,924 $3.63M 0.02% +2,854 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,675 shares; 2025Q1: 1,991 shares; 2025Q2: 2,250 shares; 2025Q3: 2,184 shares; 2025Q4: 2,083 shares; 2026Q1: 2,888 shares; 2026Q2: 3,473 shares 3,473 $3.62M 0.02% +585 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,247 shares; 2024Q4: 91,852 shares; 2025Q1: 96,660 shares; 2025Q2: 80,945 shares; 2025Q3: 102,827 shares; 2025Q4: 102,484 shares; 2026Q1: 94,673 shares; 2026Q2: 103,114 shares 103,114 $3.59M 0.02% +8,441 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,285 shares; 2024Q4: 20,420 shares; 2025Q1: 30,162 shares; 2025Q2: 25,577 shares; 2025Q3: 31,581 shares; 2025Q4: 34,740 shares; 2026Q1: 40,517 shares; 2026Q2: 42,212 shares 42,212 $3.57M 0.02% +1,695 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,869 shares; 2025Q3: 40,412 shares; 2025Q4: 153,494 shares; 2026Q1: 155,423 shares; 2026Q2: 155,441 shares 155,441 $3.57M 0.02% +18 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: 11,176 shares; 2024Q4: 11,218 shares; 2025Q1: 11,218 shares; 2025Q2: 11,981 shares; 2025Q3: 30,338 shares; 2025Q4: 35,760 shares; 2026Q1: 42,190 shares; 2026Q2: 72,193 shares 72,193 $3.56M 0.02% +30,003 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,960 shares; 2024Q4: 15,576 shares; 2025Q1: 17,438 shares; 2025Q2: 14,443 shares; 2025Q3: 15,097 shares; 2025Q4: 15,196 shares; 2026Q1: 14,690 shares; 2026Q2: 15,863 shares 15,863 $3.53M 0.02% +1,173 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,880 shares; 2024Q4: 5,866 shares; 2025Q1: 12,014 shares; 2025Q2: 9,998 shares; 2025Q3: 10,952 shares; 2025Q4: 11,859 shares; 2026Q1: 14,597 shares; 2026Q2: 16,589 shares 16,589 $3.53M 0.02% +1,992 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,956 shares; 2025Q4: 19,367 shares; 2026Q1: 16,488 shares; 2026Q2: 72,724 shares 72,724 $3.5M 0.02% +56,236 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,629 shares; 2024Q4: 32,000 shares; 2025Q1: 36,438 shares; 2025Q2: 36,526 shares; 2025Q3: 38,639 shares; 2025Q4: 38,358 shares; 2026Q1: 42,999 shares; 2026Q2: 47,436 shares 47,436 $3.48M 0.02% +4,437 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,374 shares; 2024Q4: 7,552 shares; 2025Q1: 8,455 shares; 2025Q2: 8,564 shares; 2025Q3: 9,284 shares; 2025Q4: 9,595 shares; 2026Q1: 10,911 shares; 2026Q2: 10,945 shares 10,945 $3.48M 0.02% +34 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: 10,918 shares; 2024Q4: 11,127 shares; 2025Q1: 13,796 shares; 2025Q2: 13,945 shares; 2025Q3: 16,598 shares; 2025Q4: 17,902 shares; 2026Q1: 20,744 shares; 2026Q2: 20,700 shares 20,700 $3.47M 0.02% -44 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: 13,659 shares; 2024Q4: 12,875 shares; 2025Q1: 13,243 shares; 2025Q2: 12,547 shares; 2025Q3: 13,971 shares; 2025Q4: 14,857 shares; 2026Q1: 15,613 shares; 2026Q2: 17,124 shares 17,124 $3.45M 0.02% +1,511 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: 52,376 shares; 2024Q4: 70,026 shares; 2025Q1: 91,888 shares; 2025Q2: 91,589 shares; 2025Q3: 99,788 shares; 2025Q4: 91,932 shares; 2026Q1: 110,744 shares; 2026Q2: 107,117 shares 107,117 $3.42M 0.02% -3,627 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,055 shares; 2024Q4: 402,418 shares; 2025Q1: 354,146 shares; 2025Q2: 151,661 shares; 2025Q3: 120,870 shares; 2025Q4: 108,013 shares; 2026Q1: 96,470 shares; 2026Q2: 85,449 shares 85,449 $3.37M 0.02% -11,021 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,904 shares; 2024Q4: 21,970 shares; 2025Q1: 19,000 shares; 2025Q2: 8,455 shares; 2025Q3: 19,436 shares; 2025Q4: 18,880 shares; 2026Q1: 21,322 shares; 2026Q2: 20,888 shares 20,888 $3.32M 0.02% -434 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,613 shares; 2024Q4: 29,665 shares; 2025Q1: 30,433 shares; 2025Q2: 10,045 shares; 2025Q3: 30,668 shares; 2025Q4: 30,934 shares; 2026Q1: 31,069 shares; 2026Q2: 31,094 shares 31,094 $3.31M 0.02% +25 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW 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: 200,780 shares; 2025Q3: 200,919 shares; 2025Q4: 201,074 shares; 2026Q1: 202,800 shares; 2026Q2: 103,713 shares 103,713 $3.27M 0.02% -99,087 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: 2,873 shares; 2025Q2: 2,064 shares; 2025Q3: 2,920 shares; 2025Q4: 3,030 shares; 2026Q1: 3,813 shares; 2026Q2: 3,929 shares 3,929 $3.26M 0.02% +116 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,011 shares; 2024Q4: 25,265 shares; 2025Q1: 43,047 shares; 2025Q2: 54,384 shares; 2025Q3: 65,660 shares; 2025Q4: 76,314 shares; 2026Q1: 97,881 shares; 2026Q2: 96,744 shares 96,744 $3.22M 0.02% -1,137 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,128 shares; 2024Q4: 11,201 shares; 2025Q1: 19,339 shares; 2025Q2: 22,271 shares; 2025Q3: 20,765 shares; 2025Q4: 24,097 shares; 2026Q1: 26,124 shares; 2026Q2: 27,615 shares 27,615 $3.17M 0.02% +1,491 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 5,955 shares; 2025Q1: 8,543 shares; 2025Q2: 6,850 shares; 2025Q3: 9,481 shares; 2025Q4: 11,792 shares; 2026Q1: 18,707 shares; 2026Q2: 22,119 shares 22,119 $3.17M 0.02% +3,412 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,144 shares; 2024Q4: 10,424 shares; 2025Q1: 13,144 shares; 2025Q2: 13,432 shares; 2025Q3: 14,552 shares; 2025Q4: 18,921 shares; 2026Q1: 19,263 shares; 2026Q2: 19,411 shares 19,411 $3.16M 0.02% +148 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,824 shares 30,824 $3.15M 0.02% new 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: not reported; 2026Q1: 57,814 shares; 2026Q2: 58,735 shares 58,735 $3.12M 0.02% +921 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 3,094 shares; 2025Q1: 6,095 shares; 2025Q2: 6,053 shares; 2025Q3: 14,403 shares; 2025Q4: 16,986 shares; 2026Q1: 19,057 shares; 2026Q2: 23,443 shares 23,443 $3.11M 0.02% +4,386 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,640 shares; 2024Q4: 15,641 shares; 2025Q1: 22,319 shares; 2025Q2: 22,374 shares; 2025Q3: 20,084 shares; 2025Q4: 20,207 shares; 2026Q1: 20,226 shares; 2026Q2: 20,081 shares 20,081 $3.1M 0.02% -145 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,106 shares; 2024Q4: 74,634 shares; 2025Q1: 74,635 shares; 2025Q2: 10,903 shares; 2025Q3: 70,211 shares; 2025Q4: 70,431 shares; 2026Q1: 66,317 shares; 2026Q2: 67,330 shares 67,330 $3.1M 0.02% +1,013 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,246 shares; 2024Q4: 5,313 shares; 2025Q1: 7,749 shares; 2025Q2: 7,351 shares; 2025Q3: 7,278 shares; 2025Q4: 5,839 shares; 2026Q1: 7,509 shares; 2026Q2: 9,279 shares 9,279 $3.08M 0.02% +1,770 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: 29,302 shares; 2024Q4: 30,871 shares; 2025Q1: 34,628 shares; 2025Q2: 33,000 shares; 2025Q3: 32,470 shares; 2025Q4: 28,308 shares; 2026Q1: 30,936 shares; 2026Q2: 35,263 shares 35,263 $3.07M 0.02% +4,327 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,210 shares; 2024Q4: 6,744 shares; 2025Q1: 11,293 shares; 2025Q2: 13,357 shares; 2025Q3: 16,939 shares; 2025Q4: 17,362 shares; 2026Q1: 18,312 shares; 2026Q2: 19,549 shares 19,549 $3.06M 0.02% +1,237 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: 18,474 shares; 2024Q4: 19,298 shares; 2025Q1: 22,392 shares; 2025Q2: 27,357 shares; 2025Q3: 29,031 shares; 2025Q4: 31,368 shares; 2026Q1: 30,785 shares; 2026Q2: 36,491 shares 36,491 $3.05M 0.02% +5,706 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: 5,623 shares; 2024Q4: 6,305 shares; 2025Q1: 7,642 shares; 2025Q2: 8,031 shares; 2025Q3: 9,711 shares; 2025Q4: 10,192 shares; 2026Q1: 11,700 shares; 2026Q2: 12,265 shares 12,265 $3.05M 0.02% +565 Timeline FENI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,547 shares 75,547 $3.03M 0.02% new 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: 5,888 shares; 2024Q4: 7,290 shares; 2025Q1: 10,209 shares; 2025Q2: 10,180 shares; 2025Q3: 11,785 shares; 2025Q4: 11,399 shares; 2026Q1: 11,115 shares; 2026Q2: 11,197 shares 11,197 $3M 0.02% +82 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: 152,534 shares; 2024Q4: 84,880 shares; 2025Q1: 103,217 shares; 2025Q2: 97,342 shares; 2025Q3: 95,339 shares; 2025Q4: 93,111 shares; 2026Q1: 74,747 shares; 2026Q2: 51,402 shares 51,402 $2.99M 0.02% -23,345 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,774 shares; 2024Q4: 9,984 shares; 2025Q1: 15,886 shares; 2025Q2: 16,700 shares; 2025Q3: 19,351 shares; 2025Q4: 18,806 shares; 2026Q1: 22,442 shares; 2026Q2: 26,770 shares 26,770 $2.99M 0.02% +4,328 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 629 shares; 2025Q1: 1,761 shares; 2025Q2: 1,683 shares; 2025Q3: 1,731 shares; 2025Q4: 1,702 shares; 2026Q1: 1,590 shares; 2026Q2: 1,529 shares 1,529 $2.99M 0.02% -61 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,628 shares; 2024Q4: 8,029 shares; 2025Q1: 8,951 shares; 2025Q2: 8,652 shares; 2025Q3: 10,277 shares; 2025Q4: 10,434 shares; 2026Q1: 11,222 shares; 2026Q2: 13,270 shares 13,270 $2.98M 0.02% +2,048 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,034 shares; 2024Q4: 2,835 shares; 2025Q1: 4,601 shares; 2025Q2: 3,828 shares; 2025Q3: 5,491 shares; 2025Q4: 6,271 shares; 2026Q1: 7,419 shares; 2026Q2: 6,464 shares 6,464 $2.97M 0.02% -955 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,881 shares; 2024Q4: 6,812 shares; 2025Q1: 6,332 shares; 2025Q2: 4,794 shares; 2025Q3: 21,799 shares; 2025Q4: 39,273 shares; 2026Q1: 44,027 shares; 2026Q2: 45,774 shares 45,774 $2.94M 0.02% +1,747 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares; 2026Q1: 7,282 shares; 2026Q2: 18,909 shares 18,909 $2.92M 0.02% +11,627 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: 2,920 shares; 2024Q4: 12,328 shares; 2025Q1: 12,867 shares; 2025Q2: 11,131 shares; 2025Q3: 12,022 shares; 2025Q4: 14,028 shares; 2026Q1: 14,786 shares; 2026Q2: 20,255 shares 20,255 $2.81M 0.02% +5,469 Timeline AIQ 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: 13,290 shares; 2024Q4: 13,413 shares; 2025Q1: 16,722 shares; 2025Q2: 24,990 shares; 2025Q3: 35,544 shares; 2025Q4: 37,715 shares; 2026Q1: 41,797 shares; 2026Q2: 42,783 shares 42,783 $2.81M 0.02% +986 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,377 shares; 2025Q1: 1,522 shares; 2025Q2: 1,826 shares; 2025Q3: 4,585 shares; 2025Q4: 4,504 shares; 2026Q1: 5,262 shares; 2026Q2: 5,010 shares 5,010 $2.81M 0.02% -252 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 4,860 shares; 2025Q1: 7,654 shares; 2025Q2: 7,450 shares; 2025Q3: 9,458 shares; 2025Q4: 10,342 shares; 2026Q1: 11,121 shares; 2026Q2: 10,411 shares 10,411 $2.8M 0.02% -710 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,297 shares; 2024Q4: 6,786 shares; 2025Q1: 9,997 shares; 2025Q2: 9,184 shares; 2025Q3: 9,553 shares; 2025Q4: 9,251 shares; 2026Q1: 9,692 shares; 2026Q2: 12,157 shares 12,157 $2.79M 0.02% +2,465 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,698 shares; 2024Q4: 13,565 shares; 2025Q1: 32,287 shares; 2025Q2: 17,700 shares; 2025Q3: 18,134 shares; 2025Q4: 8,955 shares; 2026Q1: 13,387 shares; 2026Q2: 38,820 shares 38,820 $2.79M 0.02% +25,433 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 60,484 shares; 2025Q4: 892,586 shares; 2026Q1: 892,403 shares; 2026Q2: 143,437 shares 143,437 $2.78M 0.02% -748,966 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: 8,176 shares; 2024Q4: 8,045 shares; 2025Q1: 7,592 shares; 2025Q2: 8,138 shares; 2025Q3: 10,957 shares; 2025Q4: 11,853 shares; 2026Q1: 15,004 shares; 2026Q2: 20,878 shares 20,878 $2.77M 0.02% +5,874 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,598 shares; 2024Q4: 6,296 shares; 2025Q1: 10,431 shares; 2025Q2: 10,573 shares; 2025Q3: 11,419 shares; 2025Q4: 11,676 shares; 2026Q1: 12,360 shares; 2026Q2: 11,649 shares 11,649 $2.77M 0.02% -711 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,667 shares; 2024Q4: 63,667 shares; 2025Q1: 84,155 shares; 2025Q2: 84,114 shares; 2025Q3: 92,747 shares; 2025Q4: 73,748 shares; 2026Q1: 74,451 shares; 2026Q2: 103,226 shares 103,226 $2.74M 0.02% +28,775 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,226 shares; 2024Q4: 19,226 shares; 2025Q1: 19,226 shares; 2025Q2: 19,226 shares; 2025Q3: 19,226 shares; 2025Q4: 19,226 shares; 2026Q1: 19,330 shares; 2026Q2: 19,226 shares 19,226 $2.74M 0.02% -104 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,288 shares; 2024Q4: 18,238 shares; 2025Q1: 40,530 shares; 2025Q2: 19,087 shares; 2025Q3: 13,854 shares; 2025Q4: 14,296 shares; 2026Q1: 14,452 shares; 2026Q2: 12,630 shares 12,630 $2.74M 0.02% -1,822 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,638 shares; 2024Q4: 14,027 shares; 2025Q1: 15,827 shares; 2025Q2: 14,111 shares; 2025Q3: 14,021 shares; 2025Q4: 14,489 shares; 2026Q1: 18,142 shares; 2026Q2: 16,262 shares 16,262 $2.71M 0.02% -1,880 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: 11,370 shares; 2024Q4: 10,466 shares; 2025Q1: 16,108 shares; 2025Q2: 21,054 shares; 2025Q3: 22,560 shares; 2025Q4: 23,425 shares; 2026Q1: 29,201 shares; 2026Q2: 29,709 shares 29,709 $2.71M 0.02% +508 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,623 shares 32,623 $2.69M 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,763 shares; 2024Q4: 20,711 shares; 2025Q1: 19,940 shares; 2025Q2: 15,170 shares; 2025Q3: 20,286 shares; 2025Q4: 18,885 shares; 2026Q1: 20,867 shares; 2026Q2: 27,892 shares 27,892 $2.69M 0.02% +7,025 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,653 shares; 2024Q4: 35,454 shares; 2025Q1: 37,059 shares; 2025Q2: 11,743 shares; 2025Q3: 36,861 shares; 2025Q4: 34,776 shares; 2026Q1: 34,397 shares; 2026Q2: 37,028 shares 37,028 $2.69M 0.02% +2,631 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,380 shares; 2024Q4: 26,969 shares; 2025Q1: 40,808 shares; 2025Q2: 38,440 shares; 2025Q3: 45,051 shares; 2025Q4: 45,859 shares; 2026Q1: 47,997 shares; 2026Q2: 48,089 shares 48,089 $2.67M 0.01% +92 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 504 shares; 2025Q3: 627 shares; 2025Q4: 853 shares; 2026Q1: 1,499 shares; 2026Q2: 32,187 shares 32,187 $2.66M 0.01% +30,688 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,032 shares; 2024Q4: 9,340 shares; 2025Q1: 9,907 shares; 2025Q2: 9,810 shares; 2025Q3: 10,493 shares; 2025Q4: 10,326 shares; 2026Q1: 10,844 shares; 2026Q2: 11,153 shares 11,153 $2.66M 0.01% +309 Timeline ROOT ROOT INC More: the full row for ROOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,259 shares; 2025Q2: 21,257 shares; 2025Q3: 21,259 shares; 2025Q4: 21,262 shares; 2026Q1: 47,248 shares; 2026Q2: 47,396 shares 47,396 $2.65M 0.01% +148 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: 20,369 shares; 2024Q4: 20,776 shares; 2025Q1: 21,821 shares; 2025Q2: 36,929 shares; 2025Q3: 38,735 shares; 2025Q4: 41,152 shares; 2026Q1: 44,999 shares; 2026Q2: 48,249 shares 48,249 $2.64M 0.01% +3,250 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284,819 shares; 2025Q2: 155,054 shares; 2025Q3: 35,620 shares; 2025Q4: 34,973 shares; 2026Q1: 34,076 shares; 2026Q2: 32,728 shares 32,728 $2.63M 0.01% -1,348 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,240 shares; 2024Q4: 16,730 shares; 2025Q1: 26,021 shares; 2025Q2: 26,526 shares; 2025Q3: 27,479 shares; 2025Q4: 28,387 shares; 2026Q1: 31,537 shares; 2026Q2: 35,218 shares 35,218 $2.62M 0.01% +3,681 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,691 shares; 2024Q4: 19,413 shares; 2025Q1: 22,271 shares; 2025Q2: 22,906 shares; 2025Q3: 26,669 shares; 2025Q4: 30,316 shares; 2026Q1: 23,081 shares; 2026Q2: 25,840 shares 25,840 $2.59M 0.01% +2,759 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,213 shares; 2024Q4: 23,254 shares; 2025Q1: 27,919 shares; 2025Q2: 27,078 shares; 2025Q3: 28,055 shares; 2025Q4: 28,551 shares; 2026Q1: 32,316 shares; 2026Q2: 33,781 shares 33,781 $2.58M 0.01% +1,465 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,986 shares; 2025Q1: 9,799 shares; 2025Q2: 10,002 shares; 2025Q3: 8,760 shares; 2025Q4: 9,008 shares; 2026Q1: 12,851 shares; 2026Q2: 15,187 shares 15,187 $2.58M 0.01% +2,336 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 3,696 shares; 2025Q1: 4,834 shares; 2025Q2: 5,065 shares; 2025Q3: 5,177 shares; 2025Q4: 5,409 shares; 2026Q1: 6,009 shares; 2026Q2: 6,672 shares 6,672 $2.57M 0.01% +663 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: 15,198 shares; 2024Q4: 16,308 shares; 2025Q1: 21,345 shares; 2025Q2: 19,608 shares; 2025Q3: 23,883 shares; 2025Q4: 29,917 shares; 2026Q1: 37,947 shares; 2026Q2: 36,686 shares 36,686 $2.57M 0.01% -1,261 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,667 shares; 2024Q4: 8,278 shares; 2025Q1: 11,147 shares; 2025Q2: 10,913 shares; 2025Q3: 11,234 shares; 2025Q4: 11,292 shares; 2026Q1: 12,034 shares; 2026Q2: 12,123 shares 12,123 $2.57M 0.01% +89 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,876 shares; 2024Q4: 15,985 shares; 2025Q1: 21,562 shares; 2025Q2: 23,544 shares; 2025Q3: 25,606 shares; 2025Q4: 27,394 shares; 2026Q1: 28,903 shares; 2026Q2: 28,155 shares 28,155 $2.55M 0.01% -748 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: 3,181 shares; 2024Q4: 2,866 shares; 2025Q1: not reported; 2025Q2: 5,780 shares; 2025Q3: 7,292 shares; 2025Q4: 7,368 shares; 2026Q1: 8,976 shares; 2026Q2: 30,777 shares 30,777 $2.54M 0.01% +21,801 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,231 shares; 2024Q4: 11,337 shares; 2025Q1: 12,416 shares; 2025Q2: 14,610 shares; 2025Q3: 17,801 shares; 2025Q4: 18,966 shares; 2026Q1: 23,775 shares; 2026Q2: 35,105 shares 35,105 $2.54M 0.01% +11,330 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,992 shares; 2025Q2: 29,050 shares; 2025Q3: 29,533 shares; 2025Q4: 27,732 shares; 2026Q1: 27,927 shares; 2026Q2: 34,291 shares 34,291 $2.51M 0.01% +6,364 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,554 shares; 2024Q4: 3,930 shares; 2025Q1: 6,123 shares; 2025Q2: 5,275 shares; 2025Q3: 6,876 shares; 2025Q4: 7,266 shares; 2026Q1: 7,728 shares; 2026Q2: 6,446 shares 6,446 $2.51M 0.01% -1,282 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,164 shares; 2025Q2: 32,730 shares; 2025Q3: 32,687 shares; 2025Q4: 30,941 shares; 2026Q1: 30,450 shares; 2026Q2: 30,404 shares 30,404 $2.51M 0.01% -46 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,569 shares; 2024Q4: 103,584 shares; 2025Q1: 103,639 shares; 2025Q2: 103,039 shares; 2025Q3: 104,418 shares; 2025Q4: 106,408 shares; 2026Q1: 105,743 shares; 2026Q2: 106,499 shares 106,499 $2.51M 0.01% +756 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,206 shares; 2024Q4: 7,566 shares; 2025Q1: 8,295 shares; 2025Q2: 7,987 shares; 2025Q3: 8,334 shares; 2025Q4: 7,987 shares; 2026Q1: 7,234 shares; 2026Q2: 20,328 shares 20,328 $2.49M 0.01% +13,094 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: 28,360 shares; 2024Q4: 30,036 shares; 2025Q1: 38,759 shares; 2025Q2: 45,261 shares; 2025Q3: 50,291 shares; 2025Q4: 49,837 shares; 2026Q1: 56,687 shares; 2026Q2: 58,212 shares 58,212 $2.48M 0.01% +1,525 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,912 shares; 2026Q1: 18,375 shares; 2026Q2: 32,386 shares 32,386 $2.48M 0.01% +14,011 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,552 shares; 2024Q4: 14,563 shares; 2025Q1: 14,583 shares; 2025Q2: 22,135 shares; 2025Q3: 30,266 shares; 2025Q4: 30,069 shares; 2026Q1: 34,631 shares; 2026Q2: 48,611 shares 48,611 $2.46M 0.01% +13,980 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: 8,466 shares; 2024Q4: 8,406 shares; 2025Q1: 9,876 shares; 2025Q2: 8,159 shares; 2025Q3: 22,417 shares; 2025Q4: 22,556 shares; 2026Q1: 22,425 shares; 2026Q2: 22,913 shares 22,913 $2.45M 0.01% +488 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,452 shares; 2026Q1: 49,317 shares; 2026Q2: 40,771 shares 40,771 $2.45M 0.01% -8,546 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,794 shares; 2024Q4: 3,531 shares; 2025Q1: 6,659 shares; 2025Q2: 5,898 shares; 2025Q3: 6,190 shares; 2025Q4: 6,603 shares; 2026Q1: 8,284 shares; 2026Q2: 9,741 shares 9,741 $2.44M 0.01% +1,457 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: 34,591 shares; 2024Q4: 35,359 shares; 2025Q1: 31,339 shares; 2025Q2: 25,702 shares; 2025Q3: 28,848 shares; 2025Q4: 29,166 shares; 2026Q1: 31,688 shares; 2026Q2: 31,634 shares 31,634 $2.42M 0.01% -54 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,580 shares; 2024Q4: 7,071 shares; 2025Q1: 7,971 shares; 2025Q2: 6,662 shares; 2025Q3: 3,103 shares; 2025Q4: 3,869 shares; 2026Q1: 4,643 shares; 2026Q2: 4,889 shares 4,889 $2.4M 0.01% +246 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,467 shares; 2024Q4: 27,620 shares; 2025Q1: 57,978 shares; 2025Q2: 39,935 shares; 2025Q3: 57,011 shares; 2025Q4: 57,128 shares; 2026Q1: 58,203 shares; 2026Q2: 58,805 shares 58,805 $2.38M 0.01% +602 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,781 shares; 2024Q4: 8,250 shares; 2025Q1: 9,798 shares; 2025Q2: 10,602 shares; 2025Q3: 11,126 shares; 2025Q4: 10,148 shares; 2026Q1: 12,786 shares; 2026Q2: 13,240 shares 13,240 $2.38M 0.01% +454 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: 25,115 shares; 2024Q4: 31,212 shares; 2025Q1: 37,426 shares; 2025Q2: 20,839 shares; 2025Q3: 33,410 shares; 2025Q4: 35,443 shares; 2026Q1: 41,419 shares; 2026Q2: 50,839 shares 50,839 $2.36M 0.01% +9,420 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 3,944 shares; 2025Q2: 3,663 shares; 2025Q3: 6,001 shares; 2025Q4: 6,830 shares; 2026Q1: 8,907 shares; 2026Q2: 9,278 shares 9,278 $2.36M 0.01% +371 Timeline PRF 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: 25,631 shares; 2024Q4: 25,631 shares; 2025Q1: 35,753 shares; 2025Q2: 35,753 shares; 2025Q3: 35,753 shares; 2025Q4: 35,753 shares; 2026Q1: 35,994 shares; 2026Q2: 43,580 shares 43,580 $2.35M 0.01% +7,586 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,391 shares; 2024Q4: 1,250 shares; 2025Q1: 1,373 shares; 2025Q2: 1,252 shares; 2025Q3: 1,468 shares; 2025Q4: 1,502 shares; 2026Q1: 1,670 shares; 2026Q2: 1,717 shares 1,717 $2.34M 0.01% +47 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 5,481 shares; 2025Q1: 8,425 shares; 2025Q2: 8,447 shares; 2025Q3: 11,087 shares; 2025Q4: 11,750 shares; 2026Q1: 13,197 shares; 2026Q2: 13,737 shares 13,737 $2.33M 0.01% +540 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,871 shares; 2024Q4: 11,331 shares; 2025Q1: 13,232 shares; 2025Q2: 12,857 shares; 2025Q3: 13,832 shares; 2025Q4: 14,462 shares; 2026Q1: 14,851 shares; 2026Q2: 14,530 shares 14,530 $2.32M 0.01% -321 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,149 shares; 2024Q4: 253,913 shares; 2025Q1: 251,150 shares; 2025Q2: 193,875 shares; 2025Q3: 249,399 shares; 2025Q4: 123,645 shares; 2026Q1: 149,341 shares; 2026Q2: 179,528 shares 179,528 $2.31M 0.01% +30,187 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,344 shares; 2024Q4: 9,325 shares; 2025Q1: 11,539 shares; 2025Q2: 10,923 shares; 2025Q3: 12,755 shares; 2025Q4: 15,573 shares; 2026Q1: 18,718 shares; 2026Q2: 20,890 shares 20,890 $2.31M 0.01% +2,172 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,307 shares; 2025Q1: 28,384 shares; 2025Q2: 28,332 shares; 2025Q3: 28,394 shares; 2025Q4: 28,397 shares; 2026Q1: 28,487 shares; 2026Q2: 28,846 shares 28,846 $2.31M 0.01% +359 Timeline BOXX 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: 35,745 shares; 2025Q4: 27,151 shares; 2026Q1: 25,288 shares; 2026Q2: 19,601 shares 19,601 $2.3M 0.01% -5,687 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,502 shares; 2026Q1: 34,696 shares; 2026Q2: 33,981 shares 33,981 $2.29M 0.01% -715 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,616 shares; 2025Q2: 22,705 shares; 2025Q3: 24,735 shares; 2025Q4: 24,754 shares; 2026Q1: 24,570 shares; 2026Q2: 37,198 shares 37,198 $2.29M 0.01% +12,628 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,595 shares; 2024Q4: 6,471 shares; 2025Q1: 7,486 shares; 2025Q2: 8,681 shares; 2025Q3: 8,770 shares; 2025Q4: 9,252 shares; 2026Q1: 9,252 shares; 2026Q2: 9,269 shares 9,269 $2.28M 0.01% +17 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,936 shares; 2025Q1: 4,529 shares; 2025Q2: 4,158 shares; 2025Q3: 4,155 shares; 2025Q4: 4,650 shares; 2026Q1: 9,484 shares; 2026Q2: 12,873 shares 12,873 $2.27M 0.01% +3,389 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: 3,662 shares; 2024Q4: 3,650 shares; 2025Q1: 4,317 shares; 2025Q2: 699 shares; 2025Q3: 5,579 shares; 2025Q4: 5,580 shares; 2026Q1: 5,731 shares; 2026Q2: 5,732 shares 5,732 $2.27M 0.01% +1 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 5,300 shares; 2025Q1: 7,878 shares; 2025Q2: 5,053 shares; 2025Q3: 7,308 shares; 2025Q4: 7,855 shares; 2026Q1: 8,947 shares; 2026Q2: 9,397 shares 9,397 $2.27M 0.01% +450 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 2,888 shares; 2025Q3: 4,094 shares; 2025Q4: 4,842 shares; 2026Q1: 6,583 shares; 2026Q2: 9,240 shares 9,240 $2.27M 0.01% +2,657 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: 30,102 shares; 2024Q4: 48,451 shares; 2025Q1: 79,748 shares; 2025Q2: 77,231 shares; 2025Q3: 59,707 shares; 2025Q4: 66,372 shares; 2026Q1: 101,724 shares; 2026Q2: 125,261 shares 125,261 $2.22M 0.01% +23,537 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: 1,698 shares; 2025Q3: 3,801 shares; 2025Q4: 4,577 shares; 2026Q1: 6,812 shares; 2026Q2: 7,659 shares 7,659 $2.22M 0.01% +847 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,239 shares; 2025Q1: 3,824 shares; 2025Q2: 3,622 shares; 2025Q3: 3,950 shares; 2025Q4: 4,139 shares; 2026Q1: 4,277 shares; 2026Q2: 4,167 shares 4,167 $2.19M 0.01% -110 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 1,304 shares; 2025Q1: 7,233 shares; 2025Q2: 7,614 shares; 2025Q3: 7,702 shares; 2025Q4: 7,665 shares; 2026Q1: 7,789 shares; 2026Q2: 7,775 shares 7,775 $2.19M 0.01% -14 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,712 shares; 2024Q4: 5,015 shares; 2025Q1: 5,044 shares; 2025Q2: 4,897 shares; 2025Q3: 5,173 shares; 2025Q4: 4,372 shares; 2026Q1: 4,645 shares; 2026Q2: 5,805 shares 5,805 $2.19M 0.01% +1,160 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,526 shares; 2024Q4: 3,370 shares; 2025Q1: 3,776 shares; 2025Q2: 3,789 shares; 2025Q3: 4,008 shares; 2025Q4: 3,995 shares; 2026Q1: 4,517 shares; 2026Q2: 5,503 shares 5,503 $2.19M 0.01% +986 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,213 shares; 2024Q4: 2,681 shares; 2025Q1: 5,936 shares; 2025Q2: 5,673 shares; 2025Q3: 6,276 shares; 2025Q4: 7,529 shares; 2026Q1: 8,268 shares; 2026Q2: 8,106 shares 8,106 $2.19M 0.01% -162 Timeline VDE 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: 8,190 shares; 2024Q4: 10,193 shares; 2025Q1: 12,100 shares; 2025Q2: 5,949 shares; 2025Q3: 12,951 shares; 2025Q4: 12,274 shares; 2026Q1: 13,523 shares; 2026Q2: 14,495 shares 14,495 $2.18M 0.01% +972 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,214 shares; 2026Q1: 2,163 shares; 2026Q2: 2,527 shares 2,527 $2.17M 0.01% +364 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 4,123 shares; 2025Q1: 18,420 shares; 2025Q2: 15,715 shares; 2025Q3: 13,283 shares; 2025Q4: 26,115 shares; 2026Q1: 25,081 shares; 2026Q2: 26,303 shares 26,303 $2.16M 0.01% +1,222 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,167 shares; 2025Q2: 52,954 shares; 2025Q3: 53,614 shares; 2025Q4: 53,884 shares; 2026Q1: 54,797 shares; 2026Q2: 56,983 shares 56,983 $2.15M 0.01% +2,186 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,319 shares; 2025Q2: 69,325 shares; 2025Q3: 69,400 shares; 2025Q4: 81,092 shares; 2026Q1: 84,118 shares; 2026Q2: 84,751 shares 84,751 $2.12M 0.01% +633 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: 15,449 shares; 2024Q4: 16,043 shares; 2025Q1: 21,553 shares; 2025Q2: 18,737 shares; 2025Q3: 28,093 shares; 2025Q4: 27,263 shares; 2026Q1: 29,897 shares; 2026Q2: 50,855 shares 50,855 $2.1M 0.01% +20,958 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,830 shares; 2024Q4: 17,509 shares; 2025Q1: 17,748 shares; 2025Q2: 17,710 shares; 2025Q3: 18,102 shares; 2025Q4: 17,744 shares; 2026Q1: 18,755 shares; 2026Q2: 18,974 shares 18,974 $2.09M 0.01% +219 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,137 shares; 2024Q4: 18,787 shares; 2025Q1: 15,498 shares; 2025Q2: 15,137 shares; 2025Q3: 16,770 shares; 2025Q4: 17,515 shares; 2026Q1: 20,916 shares; 2026Q2: 22,574 shares 22,574 $2.09M 0.01% +1,658 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: 4,034 shares; 2024Q4: 4,428 shares; 2025Q1: 5,763 shares; 2025Q2: 2,950 shares; 2025Q3: 4,390 shares; 2025Q4: 3,542 shares; 2026Q1: 3,772 shares; 2026Q2: 4,222 shares 4,222 $2.09M 0.01% +450 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,232 shares; 2024Q4: 5,020 shares; 2025Q1: 6,346 shares; 2025Q2: 6,334 shares; 2025Q3: 6,854 shares; 2025Q4: 7,186 shares; 2026Q1: 7,488 shares; 2026Q2: 7,361 shares 7,361 $2.08M 0.01% -127 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,992 shares; 2024Q4: 10,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 4,579 shares; 2026Q1: 40,745 shares; 2026Q2: 40,745 shares 40,745 $2.08M 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: 1,153 shares; 2025Q1: 1,430 shares; 2025Q2: 1,231 shares; 2025Q3: 1,439 shares; 2025Q4: 4,299 shares; 2026Q1: 4,469 shares; 2026Q2: 4,721 shares 4,721 $2.07M 0.01% +252 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: not reported; 2026Q1: 26,082 shares; 2026Q2: 26,326 shares 26,326 $2.05M 0.01% +244 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: 5,711 shares; 2024Q4: 6,561 shares; 2025Q1: 7,736 shares; 2025Q2: 7,913 shares; 2025Q3: 9,045 shares; 2025Q4: 9,753 shares; 2026Q1: 10,579 shares; 2026Q2: 9,250 shares 9,250 $2.04M 0.01% -1,329 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,650 shares; 2024Q4: 24,322 shares; 2025Q1: 35,534 shares; 2025Q2: 32,720 shares; 2025Q3: 36,085 shares; 2025Q4: 37,496 shares; 2026Q1: 41,866 shares; 2026Q2: 43,730 shares 43,730 $2.04M 0.01% +1,864 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,023 shares; 2024Q4: 11,654 shares; 2025Q1: 18,963 shares; 2025Q2: 15,029 shares; 2025Q3: 17,739 shares; 2025Q4: 19,462 shares; 2026Q1: 21,265 shares; 2026Q2: 21,162 shares 21,162 $2.03M 0.01% -103 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,089 shares; 2024Q4: 3,724 shares; 2025Q1: 45,698 shares; 2025Q2: 44,428 shares; 2025Q3: 47,486 shares; 2025Q4: 44,484 shares; 2026Q1: 30,965 shares; 2026Q2: 22,905 shares 22,905 $2.03M 0.01% -8,060 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,821 shares; 2025Q1: 6,532 shares; 2025Q2: 5,886 shares; 2025Q3: 6,217 shares; 2025Q4: 6,016 shares; 2026Q1: 7,677 shares; 2026Q2: 8,550 shares 8,550 $2.03M 0.01% +873 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 1,067 shares; 2025Q4: 1,202 shares; 2026Q1: 1,952 shares; 2026Q2: 3,278 shares 3,278 $2.02M 0.01% +1,326 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,069 shares; 2024Q4: 4,591 shares; 2025Q1: 76,686 shares; 2025Q2: 57,237 shares; 2025Q3: 76,899 shares; 2025Q4: 73,804 shares; 2026Q1: 66,457 shares; 2026Q2: 71,357 shares 71,357 $2.02M 0.01% +4,900 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,269 shares; 2024Q4: 28,456 shares; 2025Q1: 24,188 shares; 2025Q2: 16,147 shares; 2025Q3: 38,371 shares; 2025Q4: 60,374 shares; 2026Q1: 102,259 shares; 2026Q2: 120,064 shares 120,064 $2.02M 0.01% +17,805 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,084 shares; 2026Q2: 7,308 shares 7,308 $2.02M 0.01% +224 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,195 shares; 2024Q4: 9,540 shares; 2025Q1: 18,480 shares; 2025Q2: 19,030 shares; 2025Q3: 20,889 shares; 2025Q4: 21,865 shares; 2026Q1: 23,694 shares; 2026Q2: 23,822 shares 23,822 $2.02M 0.01% +128 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: 13,084 shares; 2024Q4: 14,004 shares; 2025Q1: 20,278 shares; 2025Q2: 19,293 shares; 2025Q3: 17,896 shares; 2025Q4: 13,661 shares; 2026Q1: 15,223 shares; 2026Q2: 18,354 shares 18,354 $2.01M 0.01% +3,131 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 25,246 shares; 2026Q2: 47,555 shares 47,555 $2.01M 0.01% +22,309 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: 72,358 shares; 2024Q4: 42,083 shares; 2025Q1: 51,865 shares; 2025Q2: 52,012 shares; 2025Q3: 53,122 shares; 2025Q4: 53,173 shares; 2026Q1: 54,706 shares; 2026Q2: 48,814 shares 48,814 $2M 0.01% -5,892 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,860 shares; 2024Q4: 15,073 shares; 2025Q1: 17,844 shares; 2025Q2: 16,059 shares; 2025Q3: 19,998 shares; 2025Q4: 23,260 shares; 2026Q1: 25,709 shares; 2026Q2: 24,774 shares 24,774 $1.99M 0.01% -935 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 2,113 shares; 2025Q1: 20,167 shares; 2025Q2: 20,481 shares; 2025Q3: 20,592 shares; 2025Q4: 20,162 shares; 2026Q1: 18,441 shares; 2026Q2: 16,144 shares 16,144 $1.99M 0.01% -2,297 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,370 shares; 2024Q4: 22,660 shares; 2025Q1: 22,473 shares; 2025Q2: 20,367 shares; 2025Q3: 23,900 shares; 2025Q4: 22,859 shares; 2026Q1: 35,285 shares; 2026Q2: 40,600 shares 40,600 $1.97M 0.01% +5,315 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,337 shares; 2024Q4: 7,891 shares; 2025Q1: 9,723 shares; 2025Q2: 10,022 shares; 2025Q3: 13,186 shares; 2025Q4: 11,827 shares; 2026Q1: 15,406 shares; 2026Q2: 15,577 shares 15,577 $1.97M 0.01% +171 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,648 shares; 2024Q4: 5,165 shares; 2025Q1: 5,268 shares; 2025Q2: 5,073 shares; 2025Q3: 5,166 shares; 2025Q4: 8,942 shares; 2026Q1: 5,904 shares; 2026Q2: 5,684 shares 5,684 $1.95M 0.01% -220 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: 18,097 shares; 2025Q4: 17,916 shares; 2026Q1: 18,045 shares; 2026Q2: 19,445 shares 19,445 $1.94M 0.01% +1,400 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: 2,787 shares; 2024Q4: 2,789 shares; 2025Q1: 2,732 shares; 2025Q2: 2,358 shares; 2025Q3: 5,399 shares; 2025Q4: 5,400 shares; 2026Q1: 5,393 shares; 2026Q2: 5,390 shares 5,390 $1.94M 0.01% -3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 12,235 shares; 2025Q1: 18,442 shares; 2025Q2: 17,222 shares; 2025Q3: 19,623 shares; 2025Q4: 20,835 shares; 2026Q1: 20,181 shares; 2026Q2: 23,903 shares 23,903 $1.94M 0.01% +3,722 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: 10,970 shares; 2024Q4: 11,647 shares; 2025Q1: 18,927 shares; 2025Q2: 18,076 shares; 2025Q3: 20,035 shares; 2025Q4: 18,332 shares; 2026Q1: 16,582 shares; 2026Q2: 9,413 shares 9,413 $1.93M 0.01% -7,169 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: 3,600 shares; 2024Q4: 3,076 shares; 2025Q1: 43,529 shares; 2025Q2: 36,160 shares; 2025Q3: 29,121 shares; 2025Q4: 32,089 shares; 2026Q1: 25,762 shares; 2026Q2: 24,377 shares 24,377 $1.93M 0.01% -1,385 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,316 shares; 2025Q1: 5,237 shares; 2025Q2: 10,701 shares; 2025Q3: 18,179 shares; 2025Q4: 19,221 shares; 2026Q1: 21,790 shares; 2026Q2: 39,507 shares 39,507 $1.92M 0.01% +17,717 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 3,537 shares; 2025Q1: 10,601 shares; 2025Q2: 6,477 shares; 2025Q3: 6,636 shares; 2025Q4: 5,867 shares; 2026Q1: 6,462 shares; 2026Q2: 6,765 shares 6,765 $1.9M 0.01% +303 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,215 shares; 2024Q4: 11,224 shares; 2025Q1: 11,359 shares; 2025Q2: 8,609 shares; 2025Q3: 11,509 shares; 2025Q4: 11,513 shares; 2026Q1: 12,231 shares; 2026Q2: 10,277 shares 10,277 $1.89M 0.01% -1,954 Timeline DFGR 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: 64,945 shares 64,945 $1.88M 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,252 shares; 2024Q4: 177,018 shares; 2025Q1: 164,579 shares; 2025Q2: 134,239 shares; 2025Q3: 168,076 shares; 2025Q4: 211,494 shares; 2026Q1: 152,189 shares; 2026Q2: 101,316 shares 101,316 $1.88M 0.01% -50,873 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,398 shares; 2025Q1: 6,803 shares; 2025Q2: 5,857 shares; 2025Q3: 8,767 shares; 2025Q4: 9,499 shares; 2026Q1: 10,525 shares; 2026Q2: 12,002 shares 12,002 $1.87M 0.01% +1,477 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,090 shares; 2025Q2: 28,050 shares; 2025Q3: 23,440 shares; 2025Q4: 25,173 shares; 2026Q1: 21,130 shares; 2026Q2: 21,132 shares 21,132 $1.87M 0.01% +2 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,740 shares; 2024Q4: 7,115 shares; 2025Q1: 9,699 shares; 2025Q2: 7,382 shares; 2025Q3: 11,807 shares; 2025Q4: 11,845 shares; 2026Q1: 12,793 shares; 2026Q2: 12,775 shares 12,775 $1.87M 0.01% -18 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,853 shares; 2024Q4: 11,417 shares; 2025Q1: 13,659 shares; 2025Q2: 11,277 shares; 2025Q3: 13,879 shares; 2025Q4: 13,673 shares; 2026Q1: 16,981 shares; 2026Q2: 19,012 shares 19,012 $1.87M 0.01% +2,031 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,594 shares; 2024Q4: 3,795 shares; 2025Q1: 5,937 shares; 2025Q2: 6,241 shares; 2025Q3: 8,094 shares; 2025Q4: 9,527 shares; 2026Q1: 12,982 shares; 2026Q2: 13,692 shares 13,692 $1.86M 0.01% +710 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,133 shares; 2024Q4: 5,851 shares; 2025Q1: 6,530 shares; 2025Q2: 5,895 shares; 2025Q3: 7,164 shares; 2025Q4: 7,607 shares; 2026Q1: 8,229 shares; 2026Q2: 8,313 shares 8,313 $1.86M 0.01% +84 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 15,301 shares; 2026Q2: 34,779 shares 34,779 $1.85M 0.01% +19,478 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 19,481 shares; 2025Q4: 20,341 shares; 2026Q1: 21,377 shares; 2026Q2: 18,250 shares 18,250 $1.85M 0.01% -3,127 Timeline