IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660,421 shares; 2024Q4: 2,659,052 shares; 2025Q1: 2,681,759 shares; 2025Q2: 2,986,888 shares; 2025Q3: 3,116,790 shares; 2025Q4: 3,151,754 shares; 2026Q1: 3,182,076 shares; 2026Q2: 3,201,466 shares 3,201,466 $2.4B 7.89% +19,390 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: 5,423,118 shares; 2024Q4: 5,330,040 shares; 2025Q1: 5,109,182 shares; 2025Q2: 4,928,727 shares; 2025Q3: 4,854,658 shares; 2025Q4: 4,849,893 shares; 2026Q1: 4,829,888 shares; 2026Q2: 4,684,348 shares 4,684,348 $1.36B 4.46% -145,540 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: 3,318,703 shares; 2024Q4: 3,359,455 shares; 2025Q1: 3,265,667 shares; 2025Q2: 3,127,988 shares; 2025Q3: 3,060,171 shares; 2025Q4: 3,053,967 shares; 2026Q1: 3,032,274 shares; 2026Q2: 3,001,031 shares 3,001,031 $1.07B 3.53% -31,243 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: 6,187,564 shares; 2024Q4: 6,129,084 shares; 2025Q1: 5,893,520 shares; 2025Q2: 5,623,731 shares; 2025Q3: 5,423,460 shares; 2025Q4: 5,331,643 shares; 2026Q1: 5,278,699 shares; 2026Q2: 5,257,663 shares 5,257,663 $1.05B 3.46% -21,036 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: 2,769,827 shares; 2024Q4: 2,769,470 shares; 2025Q1: 2,721,486 shares; 2025Q2: 2,654,336 shares; 2025Q3: 2,624,499 shares; 2025Q4: 2,775,813 shares; 2026Q1: 2,771,373 shares; 2026Q2: 2,758,381 shares 2,758,381 $1.03B 3.38% -12,992 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: 6,629,571 shares; 2024Q4: 6,933,051 shares; 2025Q1: 7,221,923 shares; 2025Q2: 8,239,461 shares; 2025Q3: 8,668,135 shares; 2025Q4: 9,364,809 shares; 2026Q1: 10,187,432 shares; 2026Q2: 10,377,291 shares 10,377,291 $1B 3.3% +189,859 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: 9,083,690 shares; 2024Q4: 9,240,107 shares; 2025Q1: 9,118,210 shares; 2025Q2: 9,041,121 shares; 2025Q3: 9,302,044 shares; 2025Q4: 9,057,211 shares; 2026Q1: 9,151,043 shares; 2026Q2: 11,644,753 shares 11,644,753 $898M 2.95% +2,493,710 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: 3,204,296 shares; 2024Q4: 3,216,046 shares; 2025Q1: 3,163,783 shares; 2025Q2: 3,128,005 shares; 2025Q3: 3,090,559 shares; 2025Q4: 3,079,223 shares; 2026Q1: 3,128,219 shares; 2026Q2: 3,136,144 shares 3,136,144 $747M 2.46% +7,925 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: 1,981,802 shares; 2024Q4: 1,932,096 shares; 2025Q1: 1,884,949 shares; 2025Q2: 1,811,881 shares; 2025Q3: 1,754,298 shares; 2025Q4: 1,713,996 shares; 2026Q1: 1,674,021 shares; 2026Q2: 1,670,789 shares 1,670,789 $631M 2.08% -3,232 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: 3,764,664 shares; 2024Q4: 3,888,275 shares; 2025Q1: 3,799,295 shares; 2025Q2: 3,834,308 shares; 2025Q3: 3,777,756 shares; 2025Q4: 3,813,247 shares; 2026Q1: 3,838,937 shares; 2026Q2: 3,992,726 shares 3,992,726 $592M 1.95% +153,789 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: 1,733,904 shares; 2024Q4: 1,718,019 shares; 2025Q1: 1,701,615 shares; 2025Q2: 1,695,961 shares; 2025Q3: 1,670,744 shares; 2025Q4: 1,799,357 shares; 2026Q1: 1,788,071 shares; 2026Q2: 1,765,481 shares 1,765,481 $578M 1.9% -22,590 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: 560,467 shares; 2024Q4: 567,320 shares; 2025Q1: 551,880 shares; 2025Q2: 562,657 shares; 2025Q3: 558,188 shares; 2025Q4: 569,337 shares; 2026Q1: 643,816 shares; 2026Q2: 748,715 shares 748,715 $514M 1.69% +104,899 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: 3,899,565 shares; 2024Q4: 3,964,384 shares; 2025Q1: 3,555,712 shares; 2025Q2: 3,174,983 shares; 2025Q3: 2,868,882 shares; 2025Q4: 2,660,811 shares; 2026Q1: 2,522,985 shares; 2026Q2: 2,289,743 shares 2,289,743 $502M 1.65% -233,242 Timeline FNDX 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: 17,303 shares; 2025Q3: 25,129 shares; 2025Q4: 8,291,741 shares; 2026Q1: 12,454,472 shares; 2026Q2: 15,268,868 shares 15,268,868 $475M 1.56% +2,814,396 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: 7,161,622 shares; 2024Q4: 6,908,531 shares; 2025Q1: 6,653,247 shares; 2025Q2: 6,647,285 shares; 2025Q3: 6,582,903 shares; 2025Q4: 6,283,595 shares; 2026Q1: 6,255,187 shares; 2026Q2: 6,188,985 shares 6,188,985 $441M 1.45% -66,202 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,079,920 shares; 2024Q4: 6,063,030 shares; 2025Q1: 6,069,431 shares; 2025Q2: 5,531,918 shares; 2025Q3: 5,057,039 shares; 2025Q4: 4,912,457 shares; 2026Q1: 4,446,645 shares; 2026Q2: 4,289,230 shares 4,289,230 $437M 1.44% -157,415 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: 2,494,683 shares; 2024Q4: 2,565,074 shares; 2025Q1: 2,661,893 shares; 2025Q2: 2,996,972 shares; 2025Q3: 3,147,806 shares; 2025Q4: 3,540,233 shares; 2026Q1: 3,946,368 shares; 2026Q2: 4,508,835 shares 4,508,835 $374M 1.23% +562,467 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: 519,314 shares; 2024Q4: 505,726 shares; 2025Q1: 482,017 shares; 2025Q2: 442,585 shares; 2025Q3: 416,978 shares; 2025Q4: 407,149 shares; 2026Q1: 390,916 shares; 2026Q2: 370,903 shares 370,903 $363M 1.19% -20,013 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,841,933 shares; 2024Q4: 3,936,591 shares; 2025Q1: 3,953,423 shares; 2025Q2: 3,843,692 shares; 2025Q3: 3,616,565 shares; 2025Q4: 2,320,620 shares; 2026Q1: 1,791,371 shares; 2026Q2: 1,624,923 shares 1,624,923 $346M 1.14% -166,448 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: 1,258,419 shares; 2024Q4: 1,174,588 shares; 2025Q1: 1,140,610 shares; 2025Q2: 1,111,120 shares; 2025Q3: 1,171,414 shares; 2025Q4: 1,354,595 shares; 2026Q1: 1,351,637 shares; 2026Q2: 1,355,842 shares 1,355,842 $344M 1.13% +4,205 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: 342,433 shares; 2024Q4: 340,017 shares; 2025Q1: 335,696 shares; 2025Q2: 329,911 shares; 2025Q3: 334,610 shares; 2025Q4: 335,004 shares; 2026Q1: 333,826 shares; 2026Q2: 326,605 shares 326,605 $306M 1% -7,221 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: 840,453 shares; 2024Q4: 834,007 shares; 2025Q1: 1,060,933 shares; 2025Q2: 1,051,771 shares; 2025Q3: 1,044,828 shares; 2025Q4: 1,053,057 shares; 2026Q1: 1,146,641 shares; 2026Q2: 1,184,894 shares 1,184,894 $298M 0.98% +38,253 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: 3,157,953 shares; 2024Q4: 3,262,769 shares; 2025Q1: 3,420,214 shares; 2025Q2: 3,623,080 shares; 2025Q3: 3,660,199 shares; 2025Q4: 3,708,150 shares; 2026Q1: 3,617,414 shares; 2026Q2: 3,665,787 shares 3,665,787 $277M 0.91% +48,373 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395,429 shares; 2024Q4: 3,573,779 shares; 2025Q1: 4,069,173 shares; 2025Q2: 4,347,755 shares; 2025Q3: 4,608,768 shares; 2025Q4: 4,503,887 shares; 2026Q1: 4,697,846 shares; 2026Q2: 5,016,481 shares 5,016,481 $253M 0.83% +318,635 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: 136,454 shares; 2024Q4: 135,206 shares; 2025Q1: 134,482 shares; 2025Q2: 191,239 shares; 2025Q3: 220,875 shares; 2025Q4: 237,373 shares; 2026Q1: 241,629 shares; 2026Q2: 236,765 shares 236,765 $252M 0.83% -4,864 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: 793,395 shares; 2024Q4: 793,101 shares; 2025Q1: 780,311 shares; 2025Q2: 764,221 shares; 2025Q3: 796,341 shares; 2025Q4: 730,817 shares; 2026Q1: 704,389 shares; 2026Q2: 679,829 shares 679,829 $240M 0.79% -24,560 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: 827,198 shares; 2024Q4: 822,424 shares; 2025Q1: 824,111 shares; 2025Q2: 813,724 shares; 2025Q3: 799,292 shares; 2025Q4: 792,488 shares; 2026Q1: 787,623 shares; 2026Q2: 775,413 shares 775,413 $233M 0.77% -12,210 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: 3,420,358 shares; 2024Q4: 3,458,616 shares; 2025Q1: 3,859,585 shares; 2025Q2: 3,808,627 shares; 2025Q3: 3,846,802 shares; 2025Q4: 3,905,829 shares; 2026Q1: 3,825,651 shares; 2026Q2: 3,751,319 shares 3,751,319 $214M 0.7% -74,332 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: 444,594 shares; 2024Q4: 441,517 shares; 2025Q1: 429,031 shares; 2025Q2: 427,686 shares; 2025Q3: 419,477 shares; 2025Q4: 418,519 shares; 2026Q1: 417,813 shares; 2026Q2: 409,893 shares 409,893 $211M 0.69% -7,920 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: 315,795 shares; 2024Q4: 314,668 shares; 2025Q1: 314,528 shares; 2025Q2: 304,407 shares; 2025Q3: 296,446 shares; 2025Q4: 289,098 shares; 2026Q1: 284,859 shares; 2026Q2: 278,892 shares 278,892 $208M 0.68% -5,967 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: 1,944,974 shares; 2024Q4: 1,828,239 shares; 2025Q1: 1,722,924 shares; 2025Q2: 1,657,585 shares; 2025Q3: 1,540,121 shares; 2025Q4: 1,510,540 shares; 2026Q1: 1,516,083 shares; 2026Q2: 1,483,658 shares 1,483,658 $207M 0.68% -32,425 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: 1,296,455 shares; 2024Q4: 1,299,024 shares; 2025Q1: 1,281,553 shares; 2025Q2: 1,249,558 shares; 2025Q3: 1,212,535 shares; 2025Q4: 1,455,947 shares; 2026Q1: 1,414,098 shares; 2026Q2: 1,395,353 shares 1,395,353 $205M 0.67% -18,745 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: 696,914 shares; 2024Q4: 680,400 shares; 2025Q1: 687,227 shares; 2025Q2: 653,857 shares; 2025Q3: 1,402,565 shares; 2025Q4: 1,474,710 shares; 2026Q1: 1,325,537 shares; 2026Q2: 1,227,289 shares 1,227,289 $203M 0.67% -98,248 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: 1,805,463 shares; 2024Q4: 1,790,535 shares; 2025Q1: 1,773,865 shares; 2025Q2: 1,743,664 shares; 2025Q3: 1,706,483 shares; 2025Q4: 1,695,359 shares; 2026Q1: 1,691,810 shares; 2026Q2: 1,670,551 shares 1,670,551 $196M 0.65% -21,259 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: 1,355,392 shares; 2024Q4: 1,343,736 shares; 2025Q1: 1,318,031 shares; 2025Q2: 1,305,550 shares; 2025Q3: 1,275,965 shares; 2025Q4: 1,267,055 shares; 2026Q1: 1,228,349 shares; 2026Q2: 1,213,445 shares 1,213,445 $178M 0.58% -14,904 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285,559 shares; 2024Q4: 1,284,048 shares; 2025Q1: 1,278,180 shares; 2025Q2: 1,277,554 shares; 2025Q3: 1,256,268 shares; 2025Q4: 1,420,276 shares; 2026Q1: 1,420,818 shares; 2026Q2: 1,277,183 shares 1,277,183 $175M 0.57% -143,635 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730,657 shares; 2024Q4: 1,716,663 shares; 2025Q1: 1,698,074 shares; 2025Q2: 1,643,054 shares; 2025Q3: 1,578,799 shares; 2025Q4: 1,569,761 shares; 2026Q1: 1,567,151 shares; 2026Q2: 1,557,703 shares 1,557,703 $172M 0.57% -9,448 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: 1,674,767 shares; 2024Q4: 1,701,258 shares; 2025Q1: 1,697,673 shares; 2025Q2: 1,626,319 shares; 2025Q3: 1,593,260 shares; 2025Q4: 1,585,269 shares; 2026Q1: 1,569,421 shares; 2026Q2: 1,542,820 shares 1,542,820 $160M 0.53% -26,601 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: 2,828,667 shares; 2024Q4: 2,709,369 shares; 2025Q1: 2,621,603 shares; 2025Q2: 2,591,543 shares; 2025Q3: 2,559,355 shares; 2025Q4: 2,581,041 shares; 2026Q1: 2,658,888 shares; 2026Q2: 2,648,421 shares 2,648,421 $158M 0.52% -10,467 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: 1,964,019 shares; 2024Q4: 1,949,912 shares; 2025Q1: 1,997,341 shares; 2025Q2: 1,915,569 shares; 2025Q3: 1,878,949 shares; 2025Q4: 1,920,748 shares; 2026Q1: 1,863,405 shares; 2026Q2: 1,837,010 shares 1,837,010 $152M 0.5% -26,395 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: 1,561,932 shares; 2024Q4: 1,527,161 shares; 2025Q1: 1,491,692 shares; 2025Q2: 1,464,361 shares; 2025Q3: 1,424,130 shares; 2025Q4: 1,776,791 shares; 2026Q1: 1,776,692 shares; 2026Q2: 1,665,220 shares 1,665,220 $146M 0.48% -111,472 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: 2,474 shares; 2024Q4: 2,334 shares; 2025Q1: 4,591 shares; 2025Q2: 41,686 shares; 2025Q3: 53,895 shares; 2025Q4: 65,354 shares; 2026Q1: 70,435 shares; 2026Q2: 73,293 shares 73,293 $146M 0.48% +2,858 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: 2,509,827 shares; 2024Q4: 2,492,190 shares; 2025Q1: 2,491,413 shares; 2025Q2: 2,370,703 shares; 2025Q3: 2,321,933 shares; 2025Q4: 2,349,630 shares; 2026Q1: 2,302,017 shares; 2026Q2: 2,306,796 shares 2,306,796 $145M 0.48% +4,779 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: 425,850 shares; 2024Q4: 421,368 shares; 2025Q1: 413,086 shares; 2025Q2: 404,630 shares; 2025Q3: 406,113 shares; 2025Q4: 412,495 shares; 2026Q1: 423,584 shares; 2026Q2: 410,404 shares 410,404 $145M 0.48% -13,180 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: 1,625,092 shares; 2024Q4: 1,469,285 shares; 2025Q1: 1,099,125 shares; 2025Q2: 984,751 shares; 2025Q3: 905,577 shares; 2025Q4: 876,440 shares; 2026Q1: 841,428 shares; 2026Q2: 818,276 shares 818,276 $144M 0.47% -23,152 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: 528,661 shares; 2024Q4: 522,680 shares; 2025Q1: 516,445 shares; 2025Q2: 659,774 shares; 2025Q3: 729,641 shares; 2025Q4: 985,640 shares; 2026Q1: 988,630 shares; 2026Q2: 995,422 shares 995,422 $142M 0.47% +6,792 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: 1,236,789 shares; 2024Q4: 3,827,693 shares; 2025Q1: 3,799,101 shares; 2025Q2: 3,808,299 shares; 2025Q3: 3,668,759 shares; 2025Q4: 3,556,662 shares; 2026Q1: 3,836,791 shares; 2026Q2: 4,471,583 shares 4,471,583 $142M 0.47% +634,792 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739,532 shares; 2024Q4: 708,933 shares; 2025Q1: 700,923 shares; 2025Q2: 660,091 shares; 2025Q3: 602,296 shares; 2025Q4: 586,109 shares; 2026Q1: 537,086 shares; 2026Q2: 532,008 shares 532,008 $141M 0.46% -5,078 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: 981,155 shares; 2024Q4: 949,892 shares; 2025Q1: 961,703 shares; 2025Q2: 934,416 shares; 2025Q3: 929,139 shares; 2025Q4: 1,037,841 shares; 2026Q1: 1,053,501 shares; 2026Q2: 1,025,539 shares 1,025,539 $139M 0.46% -27,962 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: 331,449 shares; 2024Q4: 327,671 shares; 2025Q1: 314,900 shares; 2025Q2: 301,404 shares; 2025Q3: 290,694 shares; 2025Q4: 292,395 shares; 2026Q1: 279,710 shares; 2026Q2: 269,331 shares 269,331 $135M 0.44% -10,379 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: 161,337 shares; 2024Q4: 164,035 shares; 2025Q1: 134,842 shares; 2025Q2: 120,361 shares; 2025Q3: 111,928 shares; 2025Q4: 107,485 shares; 2026Q1: 108,458 shares; 2026Q2: 109,086 shares 109,086 $131M 0.43% +628 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: 230,158 shares; 2024Q4: 230,455 shares; 2025Q1: 232,394 shares; 2025Q2: 236,841 shares; 2025Q3: 237,501 shares; 2025Q4: 240,269 shares; 2026Q1: 257,475 shares; 2026Q2: 254,355 shares 254,355 $127M 0.42% -3,120 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: 354,005 shares; 2024Q4: 350,314 shares; 2025Q1: 353,042 shares; 2025Q2: 355,792 shares; 2025Q3: 352,223 shares; 2025Q4: 713,730 shares; 2026Q1: 703,463 shares; 2026Q2: 485,398 shares 485,398 $124M 0.41% -218,065 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,532 shares; 2024Q4: 351,242 shares; 2025Q1: 352,951 shares; 2025Q2: 350,170 shares; 2025Q3: 727,777 shares; 2025Q4: 857,235 shares; 2026Q1: 824,891 shares; 2026Q2: 828,340 shares 828,340 $120M 0.4% +3,449 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: 687,289 shares; 2024Q4: 679,866 shares; 2025Q1: 668,582 shares; 2025Q2: 658,523 shares; 2025Q3: 636,761 shares; 2025Q4: 627,396 shares; 2026Q1: 625,713 shares; 2026Q2: 603,483 shares 603,483 $114M 0.38% -22,230 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: 984,028 shares; 2024Q4: 974,064 shares; 2025Q1: 1,325,495 shares; 2025Q2: 1,318,355 shares; 2025Q3: 1,309,672 shares; 2025Q4: 1,306,493 shares; 2026Q1: 1,289,584 shares; 2026Q2: 1,252,995 shares 1,252,995 $114M 0.37% -36,589 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492,935 shares; 2024Q4: 1,538,734 shares; 2025Q1: 1,610,524 shares; 2025Q2: 1,647,114 shares; 2025Q3: 1,735,682 shares; 2025Q4: 1,807,194 shares; 2026Q1: 1,954,713 shares; 2026Q2: 2,167,426 shares 2,167,426 $114M 0.37% +212,713 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196,340 shares; 2024Q4: 2,296,423 shares; 2025Q1: 2,221,640 shares; 2025Q2: 2,177,505 shares; 2025Q3: 2,246,461 shares; 2025Q4: 2,274,493 shares; 2026Q1: 2,320,540 shares; 2026Q2: 2,362,938 shares 2,362,938 $111M 0.36% +42,398 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: 901,674 shares; 2024Q4: 991,774 shares; 2025Q1: 974,589 shares; 2025Q2: 988,788 shares; 2025Q3: 1,017,268 shares; 2025Q4: 1,089,035 shares; 2026Q1: 1,085,741 shares; 2026Q2: 1,106,481 shares 1,106,481 $110M 0.36% +20,740 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163,534 shares; 2024Q4: 2,173,082 shares; 2025Q1: 2,229,133 shares; 2025Q2: 2,481,977 shares; 2025Q3: 2,661,852 shares; 2025Q4: 2,860,205 shares; 2026Q1: 3,092,929 shares; 2026Q2: 3,163,900 shares 3,163,900 $109M 0.36% +70,971 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: 935,682 shares; 2024Q4: 923,657 shares; 2025Q1: 892,173 shares; 2025Q2: 865,580 shares; 2025Q3: 836,940 shares; 2025Q4: 830,095 shares; 2026Q1: 853,050 shares; 2026Q2: 847,233 shares 847,233 $109M 0.36% -5,817 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981,931 shares; 2024Q4: 1,008,427 shares; 2025Q1: 883,968 shares; 2025Q2: 960,611 shares; 2025Q3: 995,472 shares; 2025Q4: 1,005,322 shares; 2026Q1: 946,175 shares; 2026Q2: 996,748 shares 996,748 $106M 0.35% +50,573 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: 337,573 shares; 2024Q4: 349,937 shares; 2025Q1: 360,418 shares; 2025Q2: 349,888 shares; 2025Q3: 348,766 shares; 2025Q4: 359,261 shares; 2026Q1: 317,701 shares; 2026Q2: 302,796 shares 302,796 $102M 0.34% -14,905 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: 324,572 shares; 2024Q4: 321,027 shares; 2025Q1: 316,855 shares; 2025Q2: 313,884 shares; 2025Q3: 308,502 shares; 2025Q4: 305,877 shares; 2026Q1: 301,552 shares; 2026Q2: 294,934 shares 294,934 $102M 0.33% -6,618 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: 943,930 shares; 2024Q4: 941,134 shares; 2025Q1: 922,807 shares; 2025Q2: 910,624 shares; 2025Q3: 903,861 shares; 2025Q4: 900,983 shares; 2026Q1: 904,149 shares; 2026Q2: 885,161 shares 885,161 $100M 0.33% -18,988 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: 234,230 shares; 2024Q4: 228,760 shares; 2025Q1: 231,191 shares; 2025Q2: 217,498 shares; 2025Q3: 212,723 shares; 2025Q4: 210,655 shares; 2026Q1: 202,856 shares; 2026Q2: 788,137 shares 788,137 $97.9M 0.32% +585,281 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: 810,774 shares; 2024Q4: 784,449 shares; 2025Q1: 757,854 shares; 2025Q2: 773,788 shares; 2025Q3: 761,658 shares; 2025Q4: 736,360 shares; 2026Q1: 707,760 shares; 2026Q2: 699,654 shares 699,654 $96.2M 0.32% -8,106 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: 411,631 shares; 2024Q4: 406,221 shares; 2025Q1: 394,700 shares; 2025Q2: 388,606 shares; 2025Q3: 376,395 shares; 2025Q4: 370,150 shares; 2026Q1: 369,073 shares; 2026Q2: 355,282 shares 355,282 $96M 0.32% -13,791 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: 249,831 shares; 2024Q4: 246,932 shares; 2025Q1: 243,022 shares; 2025Q2: 241,767 shares; 2025Q3: 238,926 shares; 2025Q4: 233,479 shares; 2026Q1: 231,566 shares; 2026Q2: 222,747 shares 222,747 $94.9M 0.31% -8,819 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: 1,155,007 shares; 2024Q4: 1,152,727 shares; 2025Q1: 1,135,710 shares; 2025Q2: 1,137,116 shares; 2025Q3: 1,123,902 shares; 2025Q4: 1,101,983 shares; 2026Q1: 1,101,152 shares; 2026Q2: 1,089,127 shares 1,089,127 $88.5M 0.29% -12,025 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: 472,592 shares; 2024Q4: 466,899 shares; 2025Q1: 458,120 shares; 2025Q2: 450,767 shares; 2025Q3: 440,453 shares; 2025Q4: 433,885 shares; 2026Q1: 424,728 shares; 2026Q2: 413,825 shares 413,825 $88.2M 0.29% -10,903 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: 128,884 shares; 2024Q4: 126,778 shares; 2025Q1: 125,994 shares; 2025Q2: 124,602 shares; 2025Q3: 122,247 shares; 2025Q4: 127,235 shares; 2026Q1: 125,455 shares; 2026Q2: 122,915 shares 122,915 $87.7M 0.29% -2,540 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: 184,227 shares; 2024Q4: 185,041 shares; 2025Q1: 184,351 shares; 2025Q2: 183,583 shares; 2025Q3: 181,556 shares; 2025Q4: 247,506 shares; 2026Q1: 247,055 shares; 2026Q2: 241,243 shares 241,243 $87.4M 0.29% -5,812 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: 111,984 shares; 2024Q4: 117,456 shares; 2025Q1: 116,976 shares; 2025Q2: 116,860 shares; 2025Q3: 109,572 shares; 2025Q4: 113,990 shares; 2026Q1: 113,164 shares; 2026Q2: 116,250 shares 116,250 $84M 0.28% +3,086 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: 692,084 shares; 2024Q4: 680,243 shares; 2025Q1: 700,143 shares; 2025Q2: 725,224 shares; 2025Q3: 741,325 shares; 2025Q4: 756,026 shares; 2026Q1: 756,471 shares; 2026Q2: 800,438 shares 800,438 $80.7M 0.27% +43,967 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: 196,424 shares; 2024Q4: 197,617 shares; 2025Q1: 207,524 shares; 2025Q2: 182,420 shares; 2025Q3: 160,983 shares; 2025Q4: 139,738 shares; 2026Q1: 133,733 shares; 2026Q2: 184,245 shares 184,245 $76.6M 0.25% +50,512 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: 107,751 shares; 2024Q4: 108,701 shares; 2025Q1: 111,170 shares; 2025Q2: 114,239 shares; 2025Q3: 115,629 shares; 2025Q4: 133,798 shares; 2026Q1: 142,669 shares; 2026Q2: 134,203 shares 134,203 $75.6M 0.25% -8,466 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: 280,923 shares; 2024Q4: 280,898 shares; 2025Q1: 288,141 shares; 2025Q2: 283,787 shares; 2025Q3: 279,884 shares; 2025Q4: 278,419 shares; 2026Q1: 278,666 shares; 2026Q2: 274,434 shares 274,434 $74.6M 0.25% -4,232 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: 1,175,831 shares; 2024Q4: 1,118,980 shares; 2025Q1: 1,093,343 shares; 2025Q2: 1,075,599 shares; 2025Q3: 1,089,560 shares; 2025Q4: 1,127,354 shares; 2026Q1: 954,549 shares; 2026Q2: 943,988 shares 943,988 $74.6M 0.25% -10,561 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: 177,451 shares; 2024Q4: 179,931 shares; 2025Q1: 179,536 shares; 2025Q2: 179,249 shares; 2025Q3: 207,782 shares; 2025Q4: 211,466 shares; 2026Q1: 219,816 shares; 2026Q2: 214,631 shares 214,631 $73.6M 0.24% -5,185 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: 709,888 shares; 2024Q4: 718,415 shares; 2025Q1: 715,764 shares; 2025Q2: 704,638 shares; 2025Q3: 750,172 shares; 2025Q4: 774,720 shares; 2026Q1: 790,663 shares; 2026Q2: 877,347 shares 877,347 $72.5M 0.24% +86,684 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600,425 shares; 2024Q4: 583,887 shares; 2025Q1: 592,317 shares; 2025Q2: 596,704 shares; 2025Q3: 616,754 shares; 2025Q4: 635,191 shares; 2026Q1: 609,035 shares; 2026Q2: 623,697 shares 623,697 $68.3M 0.22% +14,662 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: 30,443 shares; 2024Q4: 29,996 shares; 2025Q1: 28,496 shares; 2025Q2: 29,045 shares; 2025Q3: 29,380 shares; 2025Q4: 29,466 shares; 2026Q1: 243,666 shares; 2026Q2: 308,298 shares 308,298 $66.7M 0.22% +64,632 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: 976,800 shares; 2024Q4: 1,006,631 shares; 2025Q1: 976,273 shares; 2025Q2: 964,661 shares; 2025Q3: 949,185 shares; 2025Q4: 975,221 shares; 2026Q1: 970,899 shares; 2026Q2: 973,583 shares 973,583 $66.6M 0.22% +2,684 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: 235,244 shares; 2024Q4: 233,354 shares; 2025Q1: 236,385 shares; 2025Q2: 233,468 shares; 2025Q3: 231,731 shares; 2025Q4: 233,369 shares; 2026Q1: 227,802 shares; 2026Q2: 235,450 shares 235,450 $66.2M 0.22% +7,648 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: 602,144 shares; 2024Q4: 596,406 shares; 2025Q1: 585,594 shares; 2025Q2: 580,119 shares; 2025Q3: 564,752 shares; 2025Q4: 563,270 shares; 2026Q1: 558,716 shares; 2026Q2: 562,576 shares 562,576 $66.1M 0.22% +3,860 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: 249,514 shares; 2024Q4: 273,228 shares; 2025Q1: 271,923 shares; 2025Q2: 255,841 shares; 2025Q3: 251,809 shares; 2025Q4: 480,245 shares; 2026Q1: 606,225 shares; 2026Q2: 643,754 shares 643,754 $65.8M 0.22% +37,529 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161,491 shares; 2024Q4: 1,198,426 shares; 2025Q1: 1,088,483 shares; 2025Q2: 1,075,021 shares; 2025Q3: 1,102,380 shares; 2025Q4: 1,156,847 shares; 2026Q1: 1,203,811 shares; 2026Q2: 1,232,515 shares 1,232,515 $65.5M 0.22% +28,704 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,152 shares; 2024Q4: 392,014 shares; 2025Q1: 395,066 shares; 2025Q2: 339,246 shares; 2025Q3: 399,621 shares; 2025Q4: 417,988 shares; 2026Q1: 375,676 shares; 2026Q2: 371,127 shares 371,127 $65.3M 0.21% -4,549 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: 807,213 shares; 2024Q4: 808,078 shares; 2025Q1: 1,034,293 shares; 2025Q2: 963,061 shares; 2025Q3: 976,733 shares; 2025Q4: 998,601 shares; 2026Q1: 729,122 shares; 2026Q2: 697,662 shares 697,662 $65.2M 0.21% -31,460 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,764,238 shares; 2024Q4: 11,807,393 shares; 2025Q1: 13,480,351 shares; 2025Q2: 10,837,010 shares; 2025Q3: 11,273,454 shares; 2025Q4: 12,251,077 shares; 2026Q1: 12,656,881 shares; 2026Q2: 13,040,146 shares 13,040,146 $63.8M 0.21% +383,265 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: 217,368 shares; 2024Q4: 211,578 shares; 2025Q1: 204,484 shares; 2025Q2: 201,067 shares; 2025Q3: 196,940 shares; 2025Q4: 193,003 shares; 2026Q1: 185,846 shares; 2026Q2: 183,285 shares 183,285 $62.8M 0.21% -2,561 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: 125,270 shares; 2024Q4: 123,349 shares; 2025Q1: 133,750 shares; 2025Q2: 140,935 shares; 2025Q3: 160,708 shares; 2025Q4: 156,740 shares; 2026Q1: 298,200 shares; 2026Q2: 347,253 shares 347,253 $62.8M 0.21% +49,053 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 1,116,474 shares; 2026Q1: 1,725,545 shares; 2026Q2: 1,899,530 shares 1,899,530 $62.6M 0.21% +173,985 2026-09-30, 13G/A Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734 shares; 2024Q4: 1,803 shares; 2025Q1: 62,537 shares; 2025Q2: 78,105 shares; 2025Q3: 84,310 shares; 2025Q4: 86,120 shares; 2026Q1: 88,384 shares; 2026Q2: 92,892 shares 92,892 $61.9M 0.2% +4,508 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: 423,403 shares; 2024Q4: 411,784 shares; 2025Q1: 392,718 shares; 2025Q2: 372,793 shares; 2025Q3: 357,778 shares; 2025Q4: 350,172 shares; 2026Q1: 339,522 shares; 2026Q2: 317,469 shares 317,469 $60.5M 0.2% -22,053 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: 317,854 shares; 2024Q4: 317,666 shares; 2025Q1: 286,150 shares; 2025Q2: 281,779 shares; 2025Q3: 277,079 shares; 2025Q4: 379,108 shares; 2026Q1: 377,433 shares; 2026Q2: 368,869 shares 368,869 $59.7M 0.2% -8,564 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: 149,620 shares; 2025Q1: 143,808 shares; 2025Q2: 141,784 shares; 2025Q3: 209,214 shares; 2025Q4: 205,148 shares; 2026Q1: 295,180 shares; 2026Q2: 349,872 shares 349,872 $59.4M 0.2% +54,692 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 258,749 shares 258,749 $57.9M 0.19% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 257,021 shares 257,021 $56.8M 0.19% new 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: 63,053 shares; 2024Q4: 65,226 shares; 2025Q1: 67,716 shares; 2025Q2: 60,723 shares; 2025Q3: 59,247 shares; 2025Q4: 70,818 shares; 2026Q1: 88,332 shares; 2026Q2: 97,714 shares 97,714 $56.8M 0.19% +9,382 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: 152,692 shares; 2024Q4: 151,621 shares; 2025Q1: 154,205 shares; 2025Q2: 152,868 shares; 2025Q3: 145,321 shares; 2025Q4: 146,115 shares; 2026Q1: 145,834 shares; 2026Q2: 143,663 shares 143,663 $56.6M 0.19% -2,171 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: 93,159 shares; 2024Q4: 94,516 shares; 2025Q1: 94,879 shares; 2025Q2: 327,323 shares; 2025Q3: 371,248 shares; 2025Q4: 391,761 shares; 2026Q1: 406,142 shares; 2026Q2: 429,881 shares 429,881 $54.4M 0.18% +23,739 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: 256,897 shares; 2024Q4: 253,172 shares; 2025Q1: 248,618 shares; 2025Q2: 253,426 shares; 2025Q3: 253,310 shares; 2025Q4: 279,427 shares; 2026Q1: 330,577 shares; 2026Q2: 343,741 shares 343,741 $54.3M 0.18% +13,164 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: 790,520 shares; 2024Q4: 758,161 shares; 2025Q1: 737,705 shares; 2025Q2: 715,093 shares; 2025Q3: 671,688 shares; 2025Q4: 653,061 shares; 2026Q1: 592,313 shares; 2026Q2: 559,460 shares 559,460 $53.8M 0.18% -32,853 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: 248,199 shares; 2024Q4: 246,859 shares; 2025Q1: 245,030 shares; 2025Q2: 239,415 shares; 2025Q3: 233,481 shares; 2025Q4: 236,064 shares; 2026Q1: 235,231 shares; 2026Q2: 228,570 shares 228,570 $50.4M 0.17% -6,661 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: 46,989 shares; 2024Q4: 49,904 shares; 2025Q1: 51,119 shares; 2025Q2: 51,529 shares; 2025Q3: 52,193 shares; 2025Q4: 129,337 shares; 2026Q1: 134,912 shares; 2026Q2: 133,275 shares 133,275 $49.8M 0.16% -1,637 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: 250,853 shares; 2024Q4: 249,848 shares; 2025Q1: 246,435 shares; 2025Q2: 241,886 shares; 2025Q3: 239,714 shares; 2025Q4: 244,291 shares; 2026Q1: 245,073 shares; 2026Q2: 237,589 shares 237,589 $49.7M 0.16% -7,484 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: 160,836 shares; 2024Q4: 163,325 shares; 2025Q1: 165,288 shares; 2025Q2: 158,466 shares; 2025Q3: 155,890 shares; 2025Q4: 152,180 shares; 2026Q1: 127,985 shares; 2026Q2: 121,393 shares 121,393 $49.4M 0.16% -6,592 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,734 shares; 2024Q4: 555,070 shares; 2025Q1: 554,644 shares; 2025Q2: 559,223 shares; 2025Q3: 544,229 shares; 2025Q4: 539,920 shares; 2026Q1: 547,452 shares; 2026Q2: 539,792 shares 539,792 $48.5M 0.16% -7,660 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,328 shares; 2024Q4: 399,078 shares; 2025Q1: 381,733 shares; 2025Q2: 382,772 shares; 2025Q3: 392,735 shares; 2025Q4: 396,641 shares; 2026Q1: 407,193 shares; 2026Q2: 411,681 shares 411,681 $48.4M 0.16% +4,488 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,845 shares; 2024Q4: 320,060 shares; 2025Q1: 319,837 shares; 2025Q2: 320,037 shares; 2025Q3: 280,872 shares; 2025Q4: 281,375 shares; 2026Q1: 281,412 shares; 2026Q2: 282,088 shares 282,088 $47.6M 0.16% +676 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,349 shares; 2024Q4: 118,381 shares; 2025Q1: 131,534 shares; 2025Q2: 131,768 shares; 2025Q3: 133,889 shares; 2025Q4: 138,408 shares; 2026Q1: 108,285 shares; 2026Q2: 104,341 shares 104,341 $47.1M 0.15% -3,944 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898,844 shares; 2024Q4: 951,816 shares; 2025Q1: 947,390 shares; 2025Q2: 921,006 shares; 2025Q3: 915,200 shares; 2025Q4: 952,366 shares; 2026Q1: 973,061 shares; 2026Q2: 998,099 shares 998,099 $46.1M 0.15% +25,038 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: 12,091 shares; 2024Q4: 11,909 shares; 2025Q1: 11,688 shares; 2025Q2: 11,235 shares; 2025Q3: 10,921 shares; 2025Q4: 10,783 shares; 2026Q1: 10,461 shares; 2026Q2: 252,963 shares 252,963 $45.1M 0.15% +242,502 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: 136,088 shares; 2024Q4: 132,393 shares; 2025Q1: 135,378 shares; 2025Q2: 131,041 shares; 2025Q3: 125,755 shares; 2025Q4: 122,451 shares; 2026Q1: 119,545 shares; 2026Q2: 115,485 shares 115,485 $42.5M 0.14% -4,060 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: 402,195 shares; 2024Q4: 168,481 shares; 2025Q1: 79,955 shares; 2025Q2: 59,258 shares; 2025Q3: 50,969 shares; 2025Q4: 48,336 shares; 2026Q1: 45,324 shares; 2026Q2: 44,012 shares 44,012 $42.5M 0.14% -1,312 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: 248,910 shares; 2024Q4: 245,156 shares; 2025Q1: 233,102 shares; 2025Q2: 232,226 shares; 2025Q3: 220,085 shares; 2025Q4: 202,369 shares; 2026Q1: 193,455 shares; 2026Q2: 185,455 shares 185,455 $42.1M 0.14% -8,000 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: 367,586 shares; 2024Q4: 365,774 shares; 2025Q1: 363,874 shares; 2025Q2: 359,034 shares; 2025Q3: 356,059 shares; 2025Q4: 351,824 shares; 2026Q1: 352,317 shares; 2026Q2: 339,822 shares 339,822 $41.8M 0.14% -12,495 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,471 shares; 2024Q4: 109,013 shares; 2025Q1: 108,895 shares; 2025Q2: 88,780 shares; 2025Q3: 89,725 shares; 2025Q4: 91,077 shares; 2026Q1: 95,617 shares; 2026Q2: 107,062 shares 107,062 $39.6M 0.13% +11,445 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: 178,068 shares; 2024Q4: 176,155 shares; 2025Q1: 173,147 shares; 2025Q2: 171,131 shares; 2025Q3: 185,195 shares; 2025Q4: 190,565 shares; 2026Q1: 183,091 shares; 2026Q2: 176,523 shares 176,523 $39.5M 0.13% -6,568 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: 117,748 shares; 2024Q4: 118,053 shares; 2025Q1: 115,112 shares; 2025Q2: 117,745 shares; 2025Q3: 113,542 shares; 2025Q4: 113,714 shares; 2026Q1: 122,750 shares; 2026Q2: 130,559 shares 130,559 $38.9M 0.13% +7,809 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: 2,076 shares; 2024Q4: 2,067 shares; 2025Q1: 1,945 shares; 2025Q2: 24,754 shares; 2025Q3: 24,385 shares; 2025Q4: 32,361 shares; 2026Q1: 359,025 shares; 2026Q2: 420,170 shares 420,170 $38.7M 0.13% +61,145 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: 10,070 shares; 2024Q4: 9,894 shares; 2025Q1: 10,615 shares; 2025Q2: 11,575 shares; 2025Q3: 11,363 shares; 2025Q4: 30,551 shares; 2026Q1: 32,396 shares; 2026Q2: 32,082 shares 32,082 $37.7M 0.12% -314 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: 128,984 shares; 2024Q4: 127,119 shares; 2025Q1: 123,678 shares; 2025Q2: 120,823 shares; 2025Q3: 115,552 shares; 2025Q4: 114,449 shares; 2026Q1: 128,775 shares; 2026Q2: 119,812 shares 119,812 $37.7M 0.12% -8,963 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737,322 shares; 2024Q4: 731,520 shares; 2025Q1: 745,480 shares; 2025Q2: 836,637 shares; 2025Q3: 885,184 shares; 2025Q4: 972,150 shares; 2026Q1: 1,080,665 shares; 2026Q2: 1,152,807 shares 1,152,807 $37.2M 0.12% +72,142 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: 137,164 shares; 2024Q4: 133,294 shares; 2025Q1: 135,610 shares; 2025Q2: 137,381 shares; 2025Q3: 136,653 shares; 2025Q4: 358,230 shares; 2026Q1: 484,132 shares; 2026Q2: 472,645 shares 472,645 $37M 0.12% -11,487 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: 4,779 shares; 2024Q4: 4,873 shares; 2025Q1: 4,823 shares; 2025Q2: 183,924 shares; 2025Q3: 184,377 shares; 2025Q4: 184,445 shares; 2026Q1: 183,477 shares; 2026Q2: 181,970 shares 181,970 $36.5M 0.12% -1,507 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: 132,416 shares; 2024Q4: 132,394 shares; 2025Q1: 131,733 shares; 2025Q2: 130,460 shares; 2025Q3: 127,477 shares; 2025Q4: 126,495 shares; 2026Q1: 125,002 shares; 2026Q2: 122,873 shares 122,873 $36M 0.12% -2,129 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: 410,676 shares; 2024Q4: 407,642 shares; 2025Q1: 403,057 shares; 2025Q2: 401,767 shares; 2025Q3: 395,274 shares; 2025Q4: 394,160 shares; 2026Q1: 394,491 shares; 2026Q2: 391,534 shares 391,534 $35.9M 0.12% -2,957 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: 131,483 shares; 2024Q4: 131,216 shares; 2025Q1: 132,390 shares; 2025Q2: 132,298 shares; 2025Q3: 131,496 shares; 2025Q4: 128,435 shares; 2026Q1: 128,487 shares; 2026Q2: 127,935 shares 127,935 $35.3M 0.12% -552 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: 323,977 shares; 2024Q4: 298,401 shares; 2025Q1: 337,405 shares; 2025Q2: 335,435 shares; 2025Q3: 348,017 shares; 2025Q4: 363,069 shares; 2026Q1: 409,537 shares; 2026Q2: 427,389 shares 427,389 $35.1M 0.12% +17,852 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,981 shares; 2024Q4: 226,758 shares; 2025Q1: 222,952 shares; 2025Q2: 219,758 shares; 2025Q3: 209,466 shares; 2025Q4: 198,820 shares; 2026Q1: 196,187 shares; 2026Q2: 189,357 shares 189,357 $35.1M 0.12% -6,830 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: 39,016 shares; 2025Q1: 38,362 shares; 2025Q2: 37,555 shares; 2025Q3: 36,765 shares; 2025Q4: 36,866 shares; 2026Q1: 36,902 shares; 2026Q2: 36,321 shares 36,321 $34.9M 0.11% -581 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: 1,685,794 shares; 2024Q4: 1,609,917 shares; 2025Q1: 1,544,764 shares; 2025Q2: 1,388,420 shares; 2025Q3: 1,350,537 shares; 2025Q4: 1,409,179 shares; 2026Q1: 1,419,834 shares; 2026Q2: 1,445,780 shares 1,445,780 $34.8M 0.11% +25,946 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: 56,567 shares; 2024Q4: 56,023 shares; 2025Q1: 53,996 shares; 2025Q2: 53,201 shares; 2025Q3: 52,386 shares; 2025Q4: 52,507 shares; 2026Q1: 53,241 shares; 2026Q2: 53,320 shares 53,320 $33.8M 0.11% +79 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: 149,959 shares; 2024Q4: 150,092 shares; 2025Q1: 153,814 shares; 2025Q2: 146,580 shares; 2025Q3: 142,754 shares; 2025Q4: 147,287 shares; 2026Q1: 143,119 shares; 2026Q2: 139,126 shares 139,126 $33.7M 0.11% -3,993 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,222 shares; 2024Q4: 202,911 shares; 2025Q1: 202,402 shares; 2025Q2: 201,451 shares; 2025Q3: 199,731 shares; 2025Q4: 199,661 shares; 2026Q1: 198,559 shares; 2026Q2: 196,189 shares 196,189 $32.3M 0.11% -2,370 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,782 shares; 2024Q4: 477,868 shares; 2025Q1: 488,190 shares; 2025Q2: 496,979 shares; 2025Q3: 499,724 shares; 2025Q4: 508,256 shares; 2026Q1: 512,431 shares; 2026Q2: 567,317 shares 567,317 $32.1M 0.11% +54,886 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441,273 shares; 2026Q2: 1,717,518 shares 1,717,518 $31.6M 0.1% +276,245 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: 97,553 shares; 2024Q4: 96,673 shares; 2025Q1: 94,700 shares; 2025Q2: 91,577 shares; 2025Q3: 87,448 shares; 2025Q4: 87,257 shares; 2026Q1: 84,732 shares; 2026Q2: 78,654 shares 78,654 $31.3M 0.1% -6,078 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: 146,760 shares; 2024Q4: 145,570 shares; 2025Q1: 137,092 shares; 2025Q2: 133,148 shares; 2025Q3: 153,625 shares; 2025Q4: 151,404 shares; 2026Q1: 149,351 shares; 2026Q2: 141,328 shares 141,328 $31.2M 0.1% -8,023 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,362 shares; 2024Q4: 310,972 shares; 2025Q1: 317,068 shares; 2025Q2: 323,036 shares; 2025Q3: 323,356 shares; 2025Q4: 321,047 shares; 2026Q1: 309,191 shares; 2026Q2: 297,875 shares 297,875 $31M 0.1% -11,316 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: 46,968 shares; 2024Q4: 49,001 shares; 2025Q1: 48,020 shares; 2025Q2: 48,607 shares; 2025Q3: 50,476 shares; 2025Q4: 53,548 shares; 2026Q1: 66,692 shares; 2026Q2: 71,899 shares 71,899 $30.2M 0.1% +5,207 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668,969 shares; 2024Q4: 685,403 shares; 2025Q1: 686,900 shares; 2025Q2: 711,068 shares; 2025Q3: 707,650 shares; 2025Q4: 711,178 shares; 2026Q1: 717,664 shares; 2026Q2: 741,283 shares 741,283 $30.2M 0.1% +23,619 Timeline FLRN 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: 1,278,294 shares; 2024Q4: 1,114,389 shares; 2025Q1: 1,079,032 shares; 2025Q2: 1,047,458 shares; 2025Q3: 1,086,812 shares; 2025Q4: 1,157,419 shares; 2026Q1: 1,012,813 shares; 2026Q2: 969,434 shares 969,434 $29.9M 0.1% -43,379 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: 1,169,484 shares; 2024Q4: 1,143,220 shares; 2025Q1: 1,151,415 shares; 2025Q2: 1,180,563 shares; 2025Q3: 1,170,865 shares; 2025Q4: 1,351,048 shares; 2026Q1: 1,411,060 shares; 2026Q2: 1,396,165 shares 1,396,165 $28.9M 0.1% -14,895 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452,961 shares; 2024Q4: 342,198 shares; 2025Q1: 282,665 shares; 2025Q2: 266,952 shares; 2025Q3: 248,432 shares; 2025Q4: 236,685 shares; 2026Q1: 228,352 shares; 2026Q2: 219,243 shares 219,243 $28.8M 0.09% -9,109 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: 575,685 shares; 2024Q4: 568,897 shares; 2025Q1: 559,598 shares; 2025Q2: 557,572 shares; 2025Q3: 510,354 shares; 2025Q4: 508,509 shares; 2026Q1: 524,469 shares; 2026Q2: 500,631 shares 500,631 $28.8M 0.09% -23,838 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,944 shares; 2024Q4: 74,442 shares; 2025Q1: 68,097 shares; 2025Q2: 65,199 shares; 2025Q3: 63,977 shares; 2025Q4: 119,094 shares; 2026Q1: 109,356 shares; 2026Q2: 85,086 shares 85,086 $28.8M 0.09% -24,270 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: 482,291 shares; 2024Q4: 451,172 shares; 2025Q1: 448,084 shares; 2025Q2: 433,488 shares; 2025Q3: 423,046 shares; 2025Q4: 415,417 shares; 2026Q1: 260,394 shares; 2026Q2: 170,775 shares 170,775 $28.6M 0.09% -89,619 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: 339,089 shares; 2024Q4: 344,875 shares; 2025Q1: 210,615 shares; 2025Q2: 182,832 shares; 2025Q3: 153,262 shares; 2025Q4: 142,247 shares; 2026Q1: 130,240 shares; 2026Q2: 118,433 shares 118,433 $28.2M 0.09% -11,807 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: 689,038 shares; 2024Q4: 668,340 shares; 2025Q1: 652,885 shares; 2025Q2: 650,813 shares; 2025Q3: 636,738 shares; 2025Q4: 627,296 shares; 2026Q1: 655,184 shares; 2026Q2: 663,456 shares 663,456 $28.1M 0.09% +8,272 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: 158,192 shares; 2024Q4: 164,261 shares; 2025Q1: 156,326 shares; 2025Q2: 148,727 shares; 2025Q3: 160,620 shares; 2025Q4: 160,736 shares; 2026Q1: 160,213 shares; 2026Q2: 151,339 shares 151,339 $28M 0.09% -8,874 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: 310,168 shares; 2024Q4: 304,521 shares; 2025Q1: 298,593 shares; 2025Q2: 290,588 shares; 2025Q3: 278,941 shares; 2025Q4: 267,074 shares; 2026Q1: 251,002 shares; 2026Q2: 223,817 shares 223,817 $27.9M 0.09% -27,185 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: 369,965 shares; 2024Q4: 357,314 shares; 2025Q1: 365,200 shares; 2025Q2: 359,795 shares; 2025Q3: 367,438 shares; 2025Q4: 322,060 shares; 2026Q1: 301,021 shares; 2026Q2: 285,277 shares 285,277 $27.5M 0.09% -15,744 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: 56,591 shares; 2024Q4: 123,044 shares; 2025Q1: 122,790 shares; 2025Q2: 411,003 shares; 2025Q3: 409,707 shares; 2025Q4: 533,422 shares; 2026Q1: 535,783 shares; 2026Q2: 536,845 shares 536,845 $27.4M 0.09% +1,062 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 901,375 shares; 2025Q1: 901,375 shares; 2025Q2: 901,375 shares; 2025Q3: 901,375 shares; 2025Q4: 901,375 shares; 2026Q1: 901,375 shares; 2026Q2: 782,175 shares 782,175 $27.4M 0.09% -119,200 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,481 shares; 2024Q4: 186,197 shares; 2025Q1: 192,874 shares; 2025Q2: 190,308 shares; 2025Q3: 175,839 shares; 2025Q4: 171,633 shares; 2026Q1: 172,144 shares; 2026Q2: 185,295 shares 185,295 $27.1M 0.09% +13,151 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092,901 shares; 2024Q4: 4,092,901 shares; 2025Q1: 4,092,901 shares; 2025Q2: 4,092,901 shares; 2025Q3: 4,092,901 shares; 2025Q4: 4,092,901 shares; 2026Q1: 4,092,901 shares; 2026Q2: 4,092,908 shares 4,092,908 $26.5M 0.09% +7 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,259 shares; 2025Q3: 625 shares; 2025Q4: 858 shares; 2026Q1: 35,479 shares; 2026Q2: 57,394 shares 57,394 $26.4M 0.09% +21,915 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: 73,203 shares; 2024Q4: 73,103 shares; 2025Q1: 69,637 shares; 2025Q2: 69,774 shares; 2025Q3: 70,157 shares; 2025Q4: 139,724 shares; 2026Q1: 137,001 shares; 2026Q2: 137,974 shares 137,974 $26.3M 0.09% +973 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,368 shares; 2024Q4: 377,728 shares; 2025Q1: 317,860 shares; 2025Q2: 295,572 shares; 2025Q3: 265,017 shares; 2025Q4: 254,461 shares; 2026Q1: 240,151 shares; 2026Q2: 232,955 shares 232,955 $26.2M 0.09% -7,196 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: 242,171 shares; 2024Q4: 242,345 shares; 2025Q1: 247,799 shares; 2025Q2: 265,077 shares; 2025Q3: 274,324 shares; 2025Q4: 273,481 shares; 2026Q1: 243,261 shares; 2026Q2: 249,137 shares 249,137 $25.6M 0.08% +5,876 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: 176,588 shares; 2024Q4: 177,352 shares; 2025Q1: 190,700 shares; 2025Q2: 187,734 shares; 2025Q3: 183,438 shares; 2025Q4: 181,526 shares; 2026Q1: 179,242 shares; 2026Q2: 173,265 shares 173,265 $25.6M 0.08% -5,977 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: 283,798 shares; 2024Q4: 292,527 shares; 2025Q1: 317,836 shares; 2025Q2: 315,332 shares; 2025Q3: 227,061 shares; 2025Q4: 226,075 shares; 2026Q1: 165,014 shares; 2026Q2: 153,263 shares 153,263 $25.1M 0.08% -11,751 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: 17,073 shares; 2024Q4: 18,316 shares; 2025Q1: 12,396 shares; 2025Q2: 11,116 shares; 2025Q3: 11,904 shares; 2025Q4: 14,151 shares; 2026Q1: 19,683 shares; 2026Q2: 21,550 shares 21,550 $24.9M 0.08% +1,867 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,879 shares; 2024Q4: 19,920 shares; 2025Q1: 17,124 shares; 2025Q2: 15,255 shares; 2025Q3: 15,932 shares; 2025Q4: 15,289 shares; 2026Q1: 300,387 shares; 2026Q2: 386,186 shares 386,186 $24.8M 0.08% +85,799 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: 205,364 shares; 2024Q4: 204,360 shares; 2025Q1: 203,772 shares; 2025Q2: 203,885 shares; 2025Q3: 204,304 shares; 2025Q4: 202,311 shares; 2026Q1: 202,806 shares; 2026Q2: 205,359 shares 205,359 $24.1M 0.08% +2,553 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: 44,307 shares; 2024Q4: 44,848 shares; 2025Q1: 44,297 shares; 2025Q2: 44,116 shares; 2025Q3: 42,833 shares; 2025Q4: 41,401 shares; 2026Q1: 43,696 shares; 2026Q2: 45,877 shares 45,877 $23.8M 0.08% +2,181 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,682 shares; 2026Q2: 346,699 shares 346,699 $23.1M 0.08% +42,017 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: 571,720 shares; 2024Q4: 550,048 shares; 2025Q1: 535,077 shares; 2025Q2: 509,840 shares; 2025Q3: 478,893 shares; 2025Q4: 482,067 shares; 2026Q1: 482,186 shares; 2026Q2: 483,782 shares 483,782 $23M 0.08% +1,596 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,108 shares; 2024Q4: 128,992 shares; 2025Q1: 128,192 shares; 2025Q2: 128,186 shares; 2025Q3: 128,228 shares; 2025Q4: 128,415 shares; 2026Q1: 129,896 shares; 2026Q2: 130,893 shares 130,893 $22.8M 0.07% +997 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: 31,516 shares; 2024Q4: 34,355 shares; 2025Q1: 34,162 shares; 2025Q2: 34,888 shares; 2025Q3: 34,740 shares; 2025Q4: 31,791 shares; 2026Q1: 31,041 shares; 2026Q2: 30,790 shares 30,790 $22.7M 0.07% -251 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: 155,144 shares; 2024Q4: 144,643 shares; 2025Q1: 140,226 shares; 2025Q2: 138,307 shares; 2025Q3: 135,812 shares; 2025Q4: 132,788 shares; 2026Q1: 132,743 shares; 2026Q2: 130,420 shares 130,420 $22M 0.07% -2,323 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,471 shares; 2024Q4: 239,907 shares; 2025Q1: 243,154 shares; 2025Q2: 236,653 shares; 2025Q3: 234,808 shares; 2025Q4: 320,641 shares; 2026Q1: 317,704 shares; 2026Q2: 324,314 shares 324,314 $21.9M 0.07% +6,610 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: 45,208 shares; 2024Q4: 44,693 shares; 2025Q1: 43,037 shares; 2025Q2: 42,053 shares; 2025Q3: 40,538 shares; 2025Q4: 40,351 shares; 2026Q1: 42,421 shares; 2026Q2: 43,961 shares 43,961 $21.8M 0.07% +1,540 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638,507 shares; 2024Q4: 647,679 shares; 2025Q1: 764,550 shares; 2025Q2: 810,858 shares; 2025Q3: 900,798 shares; 2025Q4: 776,192 shares; 2026Q1: 389,953 shares; 2026Q2: 455,646 shares 455,646 $21.6M 0.07% +65,693 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: 166,892 shares; 2024Q4: 173,093 shares; 2025Q1: 178,645 shares; 2025Q2: 182,886 shares; 2025Q3: 178,914 shares; 2025Q4: 161,087 shares; 2026Q1: 162,334 shares; 2026Q2: 167,061 shares 167,061 $21.4M 0.07% +4,727 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,130 shares; 2024Q4: 95,449 shares; 2025Q1: 90,616 shares; 2025Q2: 88,800 shares; 2025Q3: 84,970 shares; 2025Q4: 83,143 shares; 2026Q1: 67,827 shares; 2026Q2: 62,102 shares 62,102 $21M 0.07% -5,725 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: 275,921 shares; 2024Q4: 171,580 shares; 2025Q1: 126,116 shares; 2025Q2: 108,668 shares; 2025Q3: 92,168 shares; 2025Q4: 85,957 shares; 2026Q1: 76,239 shares; 2026Q2: 70,871 shares 70,871 $20.9M 0.07% -5,368 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: 70,747 shares; 2024Q4: 69,704 shares; 2025Q1: 68,270 shares; 2025Q2: 67,571 shares; 2025Q3: 66,095 shares; 2025Q4: 66,612 shares; 2026Q1: 65,066 shares; 2026Q2: 63,161 shares 63,161 $20.9M 0.07% -1,905 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,911 shares; 2024Q4: 652,984 shares; 2025Q1: 648,747 shares; 2025Q2: 661,199 shares; 2025Q3: 642,459 shares; 2025Q4: 648,345 shares; 2026Q1: 594,755 shares; 2026Q2: 599,629 shares 599,629 $20.7M 0.07% +4,874 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: 9,289 shares; 2024Q4: 9,881 shares; 2025Q1: 10,215 shares; 2025Q2: 10,891 shares; 2025Q3: 12,252 shares; 2025Q4: 13,482 shares; 2026Q1: 19,331 shares; 2026Q2: 20,424 shares 20,424 $20.7M 0.07% +1,093 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: 100,145 shares; 2024Q4: 99,218 shares; 2025Q1: 95,371 shares; 2025Q2: 92,615 shares; 2025Q3: 90,872 shares; 2025Q4: 89,545 shares; 2026Q1: 89,883 shares; 2026Q2: 90,216 shares 90,216 $20.5M 0.07% +333 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,400 shares; 2024Q4: 142,644 shares; 2025Q1: 142,641 shares; 2025Q2: 142,675 shares; 2025Q3: 142,447 shares; 2025Q4: 142,506 shares; 2026Q1: 145,270 shares; 2026Q2: 145,077 shares 145,077 $20.3M 0.07% -193 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: 76,296 shares; 2024Q4: 73,842 shares; 2025Q1: 73,683 shares; 2025Q2: 98,676 shares; 2025Q3: 106,969 shares; 2025Q4: 92,375 shares; 2026Q1: 94,350 shares; 2026Q2: 92,073 shares 92,073 $20.1M 0.07% -2,277 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: 58,177 shares; 2024Q4: 57,078 shares; 2025Q1: 54,351 shares; 2025Q2: 52,548 shares; 2025Q3: 50,428 shares; 2025Q4: 48,897 shares; 2026Q1: 46,204 shares; 2026Q2: 43,604 shares 43,604 $20M 0.07% -2,600 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: 193,768 shares; 2024Q4: 186,789 shares; 2025Q1: 182,322 shares; 2025Q2: 173,293 shares; 2025Q3: 155,442 shares; 2025Q4: 150,803 shares; 2026Q1: 153,345 shares; 2026Q2: 152,641 shares 152,641 $19.9M 0.07% -704 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,017 shares; 2026Q2: 291,895 shares 291,895 $19.8M 0.07% +108,878 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,021 shares; 2024Q4: 249,592 shares; 2025Q1: 238,919 shares; 2025Q2: 221,950 shares; 2025Q3: 208,867 shares; 2025Q4: 198,015 shares; 2026Q1: 185,782 shares; 2026Q2: 176,378 shares 176,378 $19.2M 0.06% -9,404 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: 129,901 shares; 2024Q4: 128,915 shares; 2025Q1: 130,568 shares; 2025Q2: 146,374 shares; 2025Q3: 143,495 shares; 2025Q4: 141,133 shares; 2026Q1: 139,869 shares; 2026Q2: 139,128 shares 139,128 $19M 0.06% -741 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: 36,814 shares; 2025Q1: 39,818 shares; 2025Q2: 49,654 shares; 2025Q3: 46,348 shares; 2025Q4: 45,857 shares; 2026Q1: 45,992 shares; 2026Q2: 43,521 shares 43,521 $18.9M 0.06% -2,471 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,574 shares; 2024Q4: 19,301 shares; 2025Q1: 20,145 shares; 2025Q2: 26,265 shares; 2025Q3: 27,955 shares; 2025Q4: 33,377 shares; 2026Q1: 32,964 shares; 2026Q2: 326,586 shares 326,586 $18.7M 0.06% +293,622 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 3,919 shares; 2025Q2: 40,961 shares; 2025Q3: 40,968 shares; 2025Q4: 44,661 shares; 2026Q1: 58,143 shares; 2026Q2: 60,750 shares 60,750 $18.4M 0.06% +2,607 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: 39,637 shares; 2024Q4: 38,449 shares; 2025Q1: 40,751 shares; 2025Q2: 40,726 shares; 2025Q3: 37,670 shares; 2025Q4: 35,975 shares; 2026Q1: 37,837 shares; 2026Q2: 38,111 shares 38,111 $18.2M 0.06% +274 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975,346 shares; 2024Q4: 729,235 shares; 2025Q1: 711,720 shares; 2025Q2: 686,775 shares; 2025Q3: 672,705 shares; 2025Q4: 643,295 shares; 2026Q1: 613,352 shares; 2026Q2: 585,208 shares 585,208 $17.8M 0.06% -28,144 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,982 shares; 2025Q4: 12,759 shares; 2026Q1: 17,359 shares; 2026Q2: 330,681 shares 330,681 $17.4M 0.06% +313,322 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: 37,185 shares; 2024Q4: 36,192 shares; 2025Q1: 35,778 shares; 2025Q2: 34,951 shares; 2025Q3: 34,420 shares; 2025Q4: 34,405 shares; 2026Q1: 35,379 shares; 2026Q2: 34,166 shares 34,166 $17.4M 0.06% -1,213 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,600 shares; 2024Q4: 203,610 shares; 2025Q1: 184,269 shares; 2025Q2: 182,302 shares; 2025Q3: 180,259 shares; 2025Q4: 180,716 shares; 2026Q1: 178,128 shares; 2026Q2: 180,916 shares 180,916 $17.1M 0.06% +2,788 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: 97,148 shares; 2024Q4: 95,508 shares; 2025Q1: 95,093 shares; 2025Q2: 98,169 shares; 2025Q3: 95,120 shares; 2025Q4: 95,622 shares; 2026Q1: 94,318 shares; 2026Q2: 94,470 shares 94,470 $16.9M 0.06% +152 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940,308 shares; 2024Q4: 954,906 shares; 2025Q1: 1,011,339 shares; 2025Q2: 937,846 shares; 2025Q3: 905,518 shares; 2025Q4: 810,475 shares; 2026Q1: 689,528 shares; 2026Q2: 263,019 shares 263,019 $16.8M 0.06% -426,509 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: 118,388 shares; 2024Q4: 118,974 shares; 2025Q1: 118,921 shares; 2025Q2: 113,449 shares; 2025Q3: 110,872 shares; 2025Q4: 110,296 shares; 2026Q1: 109,624 shares; 2026Q2: 110,920 shares 110,920 $16.8M 0.06% +1,296 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,789 shares; 2024Q4: 82,819 shares; 2025Q1: 77,343 shares; 2025Q2: 75,488 shares; 2025Q3: 74,237 shares; 2025Q4: 74,047 shares; 2026Q1: 72,849 shares; 2026Q2: 64,313 shares 64,313 $16.8M 0.06% -8,536 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: 71,616 shares; 2024Q4: 70,554 shares; 2025Q1: 70,145 shares; 2025Q2: 65,912 shares; 2025Q3: 63,466 shares; 2025Q4: 62,356 shares; 2026Q1: 66,115 shares; 2026Q2: 66,327 shares 66,327 $16.3M 0.05% +212 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,158,061 shares; 2024Q4: 4,675,727 shares; 2025Q1: 4,973,410 shares; 2025Q2: 4,884,962 shares; 2025Q3: 4,628,939 shares; 2025Q4: 1,627,412 shares; 2026Q1: 1,055,555 shares; 2026Q2: 850,556 shares 850,556 $16.3M 0.05% -204,999 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: 27,053 shares; 2024Q4: 27,884 shares; 2025Q1: 31,018 shares; 2025Q2: 31,643 shares; 2025Q3: 32,766 shares; 2025Q4: 32,546 shares; 2026Q1: 33,128 shares; 2026Q2: 32,978 shares 32,978 $16.2M 0.05% -150 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: 27,925 shares; 2024Q4: 27,723 shares; 2025Q1: 27,456 shares; 2025Q2: 28,526 shares; 2025Q3: 27,100 shares; 2025Q4: 27,342 shares; 2026Q1: 30,972 shares; 2026Q2: 31,763 shares 31,763 $16.2M 0.05% +791 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: 115,794 shares; 2024Q4: 106,531 shares; 2025Q1: 105,609 shares; 2025Q2: 107,257 shares; 2025Q3: 107,776 shares; 2025Q4: 115,279 shares; 2026Q1: 127,547 shares; 2026Q2: 127,699 shares 127,699 $16.1M 0.05% +152 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: 54,273 shares; 2024Q4: 56,949 shares; 2025Q1: 54,940 shares; 2025Q2: 52,636 shares; 2025Q3: 52,351 shares; 2025Q4: 44,751 shares; 2026Q1: 43,908 shares; 2026Q2: 43,946 shares 43,946 $16.1M 0.05% +38 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,347 shares; 2024Q4: 50,480 shares; 2025Q1: 44,609 shares; 2025Q2: 36,931 shares; 2025Q3: 38,084 shares; 2025Q4: 42,344 shares; 2026Q1: 39,744 shares; 2026Q2: 173,436 shares 173,436 $15.6M 0.05% +133,692 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,744 shares; 2024Q4: 240,049 shares; 2025Q1: 264,553 shares; 2025Q2: 271,092 shares; 2025Q3: 249,990 shares; 2025Q4: 258,799 shares; 2026Q1: 264,333 shares; 2026Q2: 273,035 shares 273,035 $15.1M 0.05% +8,702 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: 178,305 shares; 2024Q4: 169,330 shares; 2025Q1: 164,637 shares; 2025Q2: 158,105 shares; 2025Q3: 160,273 shares; 2025Q4: 148,242 shares; 2026Q1: 142,491 shares; 2026Q2: 139,274 shares 139,274 $15M 0.05% -3,217 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: 4,590 shares; 2024Q4: 5,035 shares; 2025Q1: 5,278 shares; 2025Q2: 5,301 shares; 2025Q3: 4,955 shares; 2025Q4: 5,202 shares; 2026Q1: 4,801 shares; 2026Q2: 49,502 shares 49,502 $14.9M 0.05% +44,701 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: 12,138 shares; 2024Q4: 29,268 shares; 2025Q1: 30,013 shares; 2025Q2: 35,414 shares; 2025Q3: 34,296 shares; 2025Q4: 33,967 shares; 2026Q1: 34,888 shares; 2026Q2: 43,751 shares 43,751 $14.9M 0.05% +8,863 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: 44,452 shares; 2024Q4: 44,694 shares; 2025Q1: 44,640 shares; 2025Q2: 44,715 shares; 2025Q3: 44,715 shares; 2025Q4: 44,715 shares; 2026Q1: 44,506 shares; 2026Q2: 43,096 shares 43,096 $14.8M 0.05% -1,410 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: 132,643 shares; 2024Q4: 127,817 shares; 2025Q1: 128,607 shares; 2025Q2: 133,756 shares; 2025Q3: 144,372 shares; 2025Q4: 146,039 shares; 2026Q1: 182,682 shares; 2026Q2: 202,791 shares 202,791 $14.6M 0.05% +20,109 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: 237,261 shares; 2024Q4: 234,866 shares; 2025Q1: 221,545 shares; 2025Q2: 214,282 shares; 2025Q3: 205,715 shares; 2025Q4: 201,168 shares; 2026Q1: 192,154 shares; 2026Q2: 188,456 shares 188,456 $14.4M 0.05% -3,698 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: 26,731 shares; 2024Q4: 27,670 shares; 2025Q1: 27,112 shares; 2025Q2: 63,753 shares; 2025Q3: 79,860 shares; 2025Q4: 89,453 shares; 2026Q1: 88,736 shares; 2026Q2: 90,436 shares 90,436 $14.3M 0.05% +1,700 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 246,734 shares; 2025Q1: 334,919 shares; 2025Q2: 312,538 shares; 2025Q3: 313,204 shares; 2025Q4: 264,473 shares; 2026Q1: 117,279 shares; 2026Q2: 66,503 shares 66,503 $13.9M 0.05% -50,776 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: 151,201 shares; 2024Q4: 158,006 shares; 2025Q1: 154,994 shares; 2025Q2: 157,913 shares; 2025Q3: 160,527 shares; 2025Q4: 153,234 shares; 2026Q1: 139,003 shares; 2026Q2: 138,737 shares 138,737 $13.2M 0.04% -266 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,658 shares; 2026Q1: 81,818 shares; 2026Q2: 80,566 shares 80,566 $13.2M 0.04% -1,252 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,451 shares; 2024Q4: 138,311 shares; 2025Q1: 138,311 shares; 2025Q2: 138,311 shares; 2025Q3: 139,903 shares; 2025Q4: 143,663 shares; 2026Q1: 143,438 shares; 2026Q2: 142,340 shares 142,340 $13.1M 0.04% -1,098 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: 152,588 shares; 2024Q4: 147,954 shares; 2025Q1: 140,828 shares; 2025Q2: 132,509 shares; 2025Q3: 124,944 shares; 2025Q4: 123,829 shares; 2026Q1: 118,336 shares; 2026Q2: 113,405 shares 113,405 $12.9M 0.04% -4,931 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: 48,074 shares; 2024Q4: 51,139 shares; 2025Q1: 51,141 shares; 2025Q2: 51,096 shares; 2025Q3: 48,228 shares; 2025Q4: 47,783 shares; 2026Q1: 48,373 shares; 2026Q2: 47,589 shares 47,589 $12.9M 0.04% -784 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: 126,213 shares; 2024Q4: 125,996 shares; 2025Q1: 127,606 shares; 2025Q2: 127,022 shares; 2025Q3: 125,144 shares; 2025Q4: 124,557 shares; 2026Q1: 130,227 shares; 2026Q2: 132,245 shares 132,245 $12.7M 0.04% +2,018 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: 61,005 shares; 2024Q4: 61,479 shares; 2025Q1: 58,817 shares; 2025Q2: 57,835 shares; 2025Q3: 55,881 shares; 2025Q4: 57,991 shares; 2026Q1: 54,460 shares; 2026Q2: 56,104 shares 56,104 $12.4M 0.04% +1,644 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,508 shares; 2024Q4: 129,249 shares; 2025Q1: 125,691 shares; 2025Q2: 120,667 shares; 2025Q3: 116,972 shares; 2025Q4: 115,607 shares; 2026Q1: 110,291 shares; 2026Q2: 107,685 shares 107,685 $12.2M 0.04% -2,606 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: 479,249 shares; 2024Q4: 478,441 shares; 2025Q1: 441,385 shares; 2025Q2: 427,456 shares; 2025Q3: 407,299 shares; 2025Q4: 396,926 shares; 2026Q1: 401,095 shares; 2026Q2: 377,896 shares 377,896 $12.1M 0.04% -23,199 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: 35,754 shares; 2024Q4: 36,259 shares; 2025Q1: 33,836 shares; 2025Q2: 33,183 shares; 2025Q3: 32,303 shares; 2025Q4: 32,364 shares; 2026Q1: 33,802 shares; 2026Q2: 35,220 shares 35,220 $12M 0.04% +1,418 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: 8,862 shares; 2024Q4: 8,372 shares; 2025Q1: 7,712 shares; 2025Q2: 6,823 shares; 2025Q3: 6,401 shares; 2025Q4: 8,851 shares; 2026Q1: 8,904 shares; 2026Q2: 8,743 shares 8,743 $11.9M 0.04% -161 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879,558 shares; 2024Q4: 1,004,022 shares; 2025Q1: 994,397 shares; 2025Q2: 997,612 shares; 2025Q3: 1,041,990 shares; 2025Q4: 1,050,678 shares; 2026Q1: 1,053,050 shares; 2026Q2: 1,059,956 shares 1,059,956 $11.7M 0.04% +6,906 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: 370,098 shares; 2024Q4: 348,526 shares; 2025Q1: 310,067 shares; 2025Q2: 293,556 shares; 2025Q3: 270,319 shares; 2025Q4: 255,014 shares; 2026Q1: 197,313 shares; 2026Q2: 198,833 shares 198,833 $11.5M 0.04% +1,520 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: 43,120 shares; 2024Q4: 43,435 shares; 2025Q1: 43,635 shares; 2025Q2: 49,377 shares; 2025Q3: 50,525 shares; 2025Q4: 53,013 shares; 2026Q1: 63,679 shares; 2026Q2: 71,724 shares 71,724 $11.2M 0.04% +8,045 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: 120,744 shares; 2024Q4: 130,826 shares; 2025Q1: 122,473 shares; 2025Q2: 117,598 shares; 2025Q3: 113,527 shares; 2025Q4: 218,056 shares; 2026Q1: 207,632 shares; 2026Q2: 208,089 shares 208,089 $11.1M 0.04% +457 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680,467 shares; 2024Q4: 883,524 shares; 2025Q1: 910,140 shares; 2025Q2: 881,574 shares; 2025Q3: 881,698 shares; 2025Q4: 930,742 shares; 2026Q1: 959,584 shares; 2026Q2: 962,374 shares 962,374 $11M 0.04% +2,790 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: 80,853 shares; 2024Q4: 80,127 shares; 2025Q1: 80,183 shares; 2025Q2: 79,452 shares; 2025Q3: 75,506 shares; 2025Q4: 74,637 shares; 2026Q1: 77,178 shares; 2026Q2: 75,473 shares 75,473 $10.9M 0.04% -1,705 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,537 shares; 2024Q4: 97,348 shares; 2025Q1: 96,560 shares; 2025Q2: 94,451 shares; 2025Q3: 92,522 shares; 2025Q4: 94,353 shares; 2026Q1: 95,062 shares; 2026Q2: 99,598 shares 99,598 $10.9M 0.04% +4,536 Timeline ISTB 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: 53,668 shares; 2025Q1: 105,779 shares; 2025Q2: 114,721 shares; 2025Q3: 137,936 shares; 2025Q4: 163,311 shares; 2026Q1: 195,521 shares; 2026Q2: 221,164 shares 221,164 $10.7M 0.04% +25,643 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: 30,207 shares; 2024Q4: 32,140 shares; 2025Q1: 32,070 shares; 2025Q2: 32,127 shares; 2025Q3: 32,848 shares; 2025Q4: 31,629 shares; 2026Q1: 33,739 shares; 2026Q2: 130,553 shares 130,553 $10.5M 0.03% +96,814 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: 52,939 shares; 2024Q4: 173,024 shares; 2025Q1: 159,046 shares; 2025Q2: 286,941 shares; 2025Q3: 188,009 shares; 2025Q4: 215,539 shares; 2026Q1: 181,283 shares; 2026Q2: 204,413 shares 204,413 $10.3M 0.03% +23,130 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: 35,450 shares; 2024Q4: 35,141 shares; 2025Q1: 34,980 shares; 2025Q2: 34,791 shares; 2025Q3: 32,992 shares; 2025Q4: 33,185 shares; 2026Q1: 33,179 shares; 2026Q2: 32,984 shares 32,984 $10.3M 0.03% -195 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: 31,287 shares; 2024Q4: 31,244 shares; 2025Q1: 29,927 shares; 2025Q2: 35,002 shares; 2025Q3: 36,911 shares; 2025Q4: 41,511 shares; 2026Q1: 46,603 shares; 2026Q2: 46,081 shares 46,081 $10.3M 0.03% -522 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: 12,459 shares; 2024Q4: 14,572 shares; 2025Q1: 27,077 shares; 2025Q2: 27,286 shares; 2025Q3: 23,341 shares; 2025Q4: 23,797 shares; 2026Q1: 23,557 shares; 2026Q2: 25,772 shares 25,772 $10.2M 0.03% +2,215 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,657 shares; 2024Q4: 112,977 shares; 2025Q1: 102,180 shares; 2025Q2: 98,680 shares; 2025Q3: 85,115 shares; 2025Q4: 85,728 shares; 2026Q1: 96,324 shares; 2026Q2: 98,315 shares 98,315 $10.2M 0.03% +1,991 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: 193,375 shares; 2024Q4: 178,648 shares; 2025Q1: 164,082 shares; 2025Q2: 155,673 shares; 2025Q3: 149,911 shares; 2025Q4: 146,670 shares; 2026Q1: 148,667 shares; 2026Q2: 147,961 shares 147,961 $10.1M 0.03% -706 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: 13,172 shares; 2024Q4: 28,942 shares; 2025Q1: 59,361 shares; 2025Q2: 24,740 shares; 2025Q3: 24,455 shares; 2025Q4: 24,467 shares; 2026Q1: 23,475 shares; 2026Q2: 23,484 shares 23,484 $10M 0.03% +9 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: 157,451 shares; 2024Q4: 154,122 shares; 2025Q1: 156,200 shares; 2025Q2: 153,565 shares; 2025Q3: 145,569 shares; 2025Q4: 144,107 shares; 2026Q1: 146,637 shares; 2026Q2: 136,279 shares 136,279 $10M 0.03% -10,358 Timeline XVV 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: 159,517 shares; 2026Q2: 175,276 shares 175,276 $9.95M 0.03% +15,759 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: 5,770 shares; 2024Q4: 5,862 shares; 2025Q1: 5,752 shares; 2025Q2: 5,825 shares; 2025Q3: 5,907 shares; 2025Q4: 6,338 shares; 2026Q1: 6,773 shares; 2026Q2: 7,406 shares 7,406 $9.87M 0.03% +633 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: 3,765 shares; 2024Q4: 3,767 shares; 2025Q1: 4,061 shares; 2025Q2: 3,985 shares; 2025Q3: 20,810 shares; 2025Q4: 21,217 shares; 2026Q1: 21,083 shares; 2026Q2: 18,466 shares 18,466 $9.72M 0.03% -2,617 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,476 shares; 2024Q4: 150,539 shares; 2025Q1: 138,007 shares; 2025Q2: 131,958 shares; 2025Q3: 130,590 shares; 2025Q4: 131,816 shares; 2026Q1: 137,068 shares; 2026Q2: 142,596 shares 142,596 $9.5M 0.03% +5,528 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: 137,941 shares; 2024Q4: 135,359 shares; 2025Q1: 133,705 shares; 2025Q2: 132,880 shares; 2025Q3: 128,105 shares; 2025Q4: 125,732 shares; 2026Q1: 79,946 shares; 2026Q2: 83,965 shares 83,965 $9.22M 0.03% +4,019 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,749 shares; 2024Q4: 18,363 shares; 2025Q1: 17,905 shares; 2025Q2: 17,231 shares; 2025Q3: 16,393 shares; 2025Q4: 17,480 shares; 2026Q1: 17,467 shares; 2026Q2: 17,337 shares 17,337 $9.07M 0.03% -130 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,048 shares; 2024Q4: 393,724 shares; 2025Q1: 192,331 shares; 2025Q2: 153,326 shares; 2025Q3: 127,044 shares; 2025Q4: 114,021 shares; 2026Q1: 95,038 shares; 2026Q2: 74,961 shares 74,961 $8.86M 0.03% -20,077 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: 114,431 shares; 2024Q4: 115,667 shares; 2025Q1: 114,288 shares; 2025Q2: 110,306 shares; 2025Q3: 115,337 shares; 2025Q4: 112,688 shares; 2026Q1: 114,560 shares; 2026Q2: 101,518 shares 101,518 $8.83M 0.03% -13,042 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: 5,474 shares; 2024Q4: 5,662 shares; 2025Q1: 5,904 shares; 2025Q2: 6,679 shares; 2025Q3: 6,884 shares; 2025Q4: 8,483 shares; 2026Q1: 10,159 shares; 2026Q2: 11,320 shares 11,320 $8.64M 0.03% +1,161 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: 10,169 shares; 2024Q4: 9,771 shares; 2025Q1: 9,776 shares; 2025Q2: 10,607 shares; 2025Q3: 11,779 shares; 2025Q4: 17,243 shares; 2026Q1: 16,430 shares; 2026Q2: 103,078 shares 103,078 $8.52M 0.03% +86,648 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: 41,234 shares; 2024Q4: 43,906 shares; 2025Q1: 52,291 shares; 2025Q2: 46,923 shares; 2025Q3: 47,518 shares; 2025Q4: 48,699 shares; 2026Q1: 57,408 shares; 2026Q2: 60,696 shares 60,696 $8.5M 0.03% +3,288 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: 40,168 shares; 2026Q2: 44,144 shares 44,144 $8.37M 0.03% +3,976 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: 85,662 shares; 2024Q4: 78,593 shares; 2025Q1: 70,939 shares; 2025Q2: 64,623 shares; 2025Q3: 62,051 shares; 2025Q4: 61,310 shares; 2026Q1: 61,765 shares; 2026Q2: 61,619 shares 61,619 $8.35M 0.03% -146 Timeline XLRE 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: 213,948 shares; 2024Q4: 212,692 shares; 2025Q1: 205,538 shares; 2025Q2: 196,846 shares; 2025Q3: 196,247 shares; 2025Q4: 186,764 shares; 2026Q1: 186,399 shares; 2026Q2: 186,046 shares 186,046 $8.19M 0.03% -353 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,803 shares; 2024Q4: 38,192 shares; 2025Q1: 35,924 shares; 2025Q2: 36,219 shares; 2025Q3: 40,862 shares; 2025Q4: 42,200 shares; 2026Q1: 51,807 shares; 2026Q2: 85,618 shares 85,618 $8.1M 0.03% +33,811 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: 60,218 shares; 2024Q4: 60,180 shares; 2025Q1: 56,244 shares; 2025Q2: 54,281 shares; 2025Q3: 53,770 shares; 2025Q4: 54,325 shares; 2026Q1: 53,404 shares; 2026Q2: 51,561 shares 51,561 $7.96M 0.03% -1,843 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: 92,786 shares; 2024Q4: 87,570 shares; 2025Q1: 75,310 shares; 2025Q2: 69,480 shares; 2025Q3: 59,575 shares; 2025Q4: 58,430 shares; 2026Q1: 53,618 shares; 2026Q2: 48,055 shares 48,055 $7.86M 0.03% -5,563 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: 104,130 shares; 2024Q4: 108,099 shares; 2025Q1: 107,988 shares; 2025Q2: 116,017 shares; 2025Q3: 119,623 shares; 2025Q4: 121,587 shares; 2026Q1: 75,882 shares; 2026Q2: 76,431 shares 76,431 $7.82M 0.03% +549 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: 92,840 shares; 2024Q4: 89,697 shares; 2025Q1: 91,100 shares; 2025Q2: 89,818 shares; 2025Q3: 90,952 shares; 2025Q4: 94,916 shares; 2026Q1: 102,495 shares; 2026Q2: 100,281 shares 100,281 $7.78M 0.03% -2,214 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: 17,503 shares; 2024Q4: 16,947 shares; 2025Q1: 16,748 shares; 2025Q2: 16,108 shares; 2025Q3: 15,552 shares; 2025Q4: 18,339 shares; 2026Q1: 19,267 shares; 2026Q2: 18,807 shares 18,807 $7.7M 0.03% -460 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: 51,528 shares; 2024Q4: 51,480 shares; 2025Q1: 49,019 shares; 2025Q2: 48,031 shares; 2025Q3: 49,383 shares; 2025Q4: 50,632 shares; 2026Q1: 56,952 shares; 2026Q2: 54,306 shares 54,306 $7.43M 0.02% -2,646 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: 119,480 shares; 2024Q4: 110,826 shares; 2025Q1: 115,699 shares; 2025Q2: 109,895 shares; 2025Q3: 105,988 shares; 2025Q4: 113,951 shares; 2026Q1: 152,496 shares; 2026Q2: 158,804 shares 158,804 $7.38M 0.02% +6,308 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: 38,368 shares; 2024Q4: 43,504 shares; 2025Q1: 45,206 shares; 2025Q2: 45,139 shares; 2025Q3: 45,266 shares; 2025Q4: 26,331 shares; 2026Q1: 29,072 shares; 2026Q2: 28,984 shares 28,984 $7.38M 0.02% -88 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,866 shares; 2024Q4: 8,149 shares; 2025Q1: 7,969 shares; 2025Q2: 88,048 shares; 2025Q3: 128,831 shares; 2025Q4: 139,177 shares; 2026Q1: 127,697 shares; 2026Q2: 37,846 shares 37,846 $7.38M 0.02% -89,851 Timeline XJH 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: 115,370 shares; 2026Q2: 138,637 shares 138,637 $7.23M 0.02% +23,267 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: 30,957 shares; 2024Q4: 27,454 shares; 2025Q1: 31,319 shares; 2025Q2: 31,402 shares; 2025Q3: 30,664 shares; 2025Q4: 29,430 shares; 2026Q1: 29,957 shares; 2026Q2: 28,256 shares 28,256 $7.22M 0.02% -1,701 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: 25,808 shares; 2024Q4: 26,991 shares; 2025Q1: 26,674 shares; 2025Q2: 24,831 shares; 2025Q3: 25,246 shares; 2025Q4: 24,841 shares; 2026Q1: 24,758 shares; 2026Q2: 22,903 shares 22,903 $7.21M 0.02% -1,855 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: 77,551 shares; 2024Q4: 76,375 shares; 2025Q1: 74,884 shares; 2025Q2: 74,798 shares; 2025Q3: 71,248 shares; 2025Q4: 69,854 shares; 2026Q1: 75,695 shares; 2026Q2: 83,617 shares 83,617 $7.07M 0.02% +7,922 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,101 shares; 2024Q4: 171,732 shares; 2025Q1: 155,928 shares; 2025Q2: 154,294 shares; 2025Q3: 144,229 shares; 2025Q4: 144,309 shares; 2026Q1: 143,861 shares; 2026Q2: 139,646 shares 139,646 $6.99M 0.02% -4,215 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL 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: 206,909 shares; 2026Q1: 206,905 shares; 2026Q2: 206,920 shares 206,920 $6.95M 0.02% +15 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 636 shares; 2025Q1: 540 shares; 2025Q2: 709 shares; 2025Q3: 6,391 shares; 2025Q4: 6,208 shares; 2026Q1: 6,158 shares; 2026Q2: 5,399 shares 5,399 $6.9M 0.02% -759 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: 29,110 shares; 2024Q4: 29,381 shares; 2025Q1: 24,986 shares; 2025Q2: 24,744 shares; 2025Q3: 24,705 shares; 2025Q4: 23,753 shares; 2026Q1: 25,558 shares; 2026Q2: 24,662 shares 24,662 $6.87M 0.02% -896 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: 659,352 shares; 2024Q4: 591,464 shares; 2025Q1: 440,350 shares; 2025Q2: 389,127 shares; 2025Q3: 336,036 shares; 2025Q4: 292,861 shares; 2026Q1: 293,332 shares; 2026Q2: 278,922 shares 278,922 $6.85M 0.02% -14,410 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,176 shares; 2024Q4: 9,308 shares; 2025Q1: 10,400 shares; 2025Q2: 10,850 shares; 2025Q3: 12,276 shares; 2025Q4: 13,595 shares; 2026Q1: 15,568 shares; 2026Q2: 14,476 shares 14,476 $6.56M 0.02% -1,092 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: 30,857 shares; 2024Q4: 30,742 shares; 2025Q1: 30,138 shares; 2025Q2: 30,043 shares; 2025Q3: 29,561 shares; 2025Q4: 29,177 shares; 2026Q1: 29,759 shares; 2026Q2: 29,137 shares 29,137 $6.53M 0.02% -622 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: 38,965 shares; 2024Q4: 37,473 shares; 2025Q1: 34,029 shares; 2025Q2: 38,785 shares; 2025Q3: 39,202 shares; 2025Q4: 46,835 shares; 2026Q1: 57,140 shares; 2026Q2: 58,520 shares 58,520 $6.46M 0.02% +1,380 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: 16,982 shares; 2024Q4: 16,496 shares; 2025Q1: 16,208 shares; 2025Q2: 15,523 shares; 2025Q3: 15,543 shares; 2025Q4: 17,295 shares; 2026Q1: 17,993 shares; 2026Q2: 18,149 shares 18,149 $6.43M 0.02% +156 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,661 shares; 2024Q4: 29,904 shares; 2025Q1: 29,821 shares; 2025Q2: 29,620 shares; 2025Q3: 31,600 shares; 2025Q4: 33,909 shares; 2026Q1: 34,257 shares; 2026Q2: 37,692 shares 37,692 $6.41M 0.02% +3,435 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: 335,543 shares; 2024Q4: 324,620 shares; 2025Q1: 307,144 shares; 2025Q2: 283,904 shares; 2025Q3: 278,056 shares; 2025Q4: 271,270 shares; 2026Q1: 171,476 shares; 2026Q2: 149,055 shares 149,055 $6.12M 0.02% -22,421 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: 11,999 shares; 2024Q4: 12,957 shares; 2025Q1: 12,703 shares; 2025Q2: 11,204 shares; 2025Q3: 12,066 shares; 2025Q4: 11,929 shares; 2026Q1: 11,436 shares; 2026Q2: 70,811 shares 70,811 $6.1M 0.02% +59,375 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: 71,925 shares; 2024Q4: 72,221 shares; 2025Q1: 73,657 shares; 2025Q2: 73,269 shares; 2025Q3: 69,234 shares; 2025Q4: 73,894 shares; 2026Q1: 91,309 shares; 2026Q2: 100,759 shares 100,759 $6.09M 0.02% +9,450 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: not reported; 2024Q4: 7,850 shares; 2025Q1: not reported; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares; 2025Q4: 77,244 shares; 2026Q1: 102,856 shares; 2026Q2: 112,073 shares 112,073 $6.06M 0.02% +9,217 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 9,251 shares; 2026Q1: 9,328 shares; 2026Q2: 9,328 shares 9,328 $5.98M 0.02% 0 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: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,887 shares; 2025Q2: 2,887 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares; 2026Q1: 2,887 shares; 2026Q2: 37,900 shares 37,900 $5.95M 0.02% +35,013 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,481 shares 47,481 $5.92M 0.02% new 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: 67,693 shares; 2024Q4: 66,178 shares; 2025Q1: 62,881 shares; 2025Q2: 57,883 shares; 2025Q3: 55,611 shares; 2025Q4: 54,642 shares; 2026Q1: 56,985 shares; 2026Q2: 54,810 shares 54,810 $5.92M 0.02% -2,175 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: 21,489 shares; 2024Q4: 21,192 shares; 2025Q1: 21,118 shares; 2025Q2: 24,978 shares; 2025Q3: 23,620 shares; 2025Q4: 23,484 shares; 2026Q1: 22,749 shares; 2026Q2: 23,174 shares 23,174 $5.85M 0.02% +425 Timeline XJR 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: 96,340 shares; 2026Q2: 109,527 shares 109,527 $5.78M 0.02% +13,187 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: 15,995 shares; 2024Q4: 14,660 shares; 2025Q1: 12,057 shares; 2025Q2: 16,493 shares; 2025Q3: 17,135 shares; 2025Q4: 17,115 shares; 2026Q1: 16,504 shares; 2026Q2: 18,927 shares 18,927 $5.64M 0.02% +2,423 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,556 shares; 2026Q2: 141,200 shares 141,200 $5.6M 0.02% +132,644 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: 2,964 shares; 2024Q4: 5,114 shares; 2025Q1: 10,471 shares; 2025Q2: 11,165 shares; 2025Q3: 9,896 shares; 2025Q4: 10,621 shares; 2026Q1: 12,600 shares; 2026Q2: 12,975 shares 12,975 $5.6M 0.02% +375 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,014 shares; 2024Q4: 286,500 shares; 2025Q1: 310,752 shares; 2025Q2: 260,560 shares; 2025Q3: 242,957 shares; 2025Q4: 169,727 shares; 2026Q1: 79,648 shares; 2026Q2: 39,386 shares 39,386 $5.56M 0.02% -40,262 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: 17,205 shares; 2024Q4: 17,653 shares; 2025Q1: 16,272 shares; 2025Q2: 16,903 shares; 2025Q3: 16,842 shares; 2025Q4: 16,131 shares; 2026Q1: 15,731 shares; 2026Q2: 17,998 shares 17,998 $5.46M 0.02% +2,267 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: 65,866 shares; 2024Q4: 65,828 shares; 2025Q1: 65,620 shares; 2025Q2: 62,973 shares; 2025Q3: 63,158 shares; 2025Q4: 61,130 shares; 2026Q1: 66,525 shares; 2026Q2: 63,861 shares 63,861 $5.41M 0.02% -2,664 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: 25,414 shares; 2024Q4: 25,071 shares; 2025Q1: 22,591 shares; 2025Q2: 26,231 shares; 2025Q3: 26,098 shares; 2025Q4: 20,673 shares; 2026Q1: 22,890 shares; 2026Q2: 22,855 shares 22,855 $5.41M 0.02% -35 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: 4,877 shares; 2024Q4: 6,814 shares; 2025Q1: 6,638 shares; 2025Q2: 10,825 shares; 2025Q3: 9,265 shares; 2025Q4: 9,219 shares; 2026Q1: 4,928 shares; 2026Q2: 45,173 shares 45,173 $5.4M 0.02% +40,245 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,820 shares; 2026Q2: 45,133 shares 45,133 $5.28M 0.02% +7,313 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,509 shares 50,509 $5.2M 0.02% new Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162,737 shares 162,737 $5.11M 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: 22,358 shares; 2024Q4: 23,651 shares; 2025Q1: 22,327 shares; 2025Q2: 22,681 shares; 2025Q3: 22,534 shares; 2025Q4: 44,256 shares; 2026Q1: 43,362 shares; 2026Q2: 43,454 shares 43,454 $5.1M 0.02% +92 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: 6,818 shares; 2024Q4: 6,726 shares; 2025Q1: 6,350 shares; 2025Q2: 5,825 shares; 2025Q3: 7,300 shares; 2025Q4: 7,307 shares; 2026Q1: 6,973 shares; 2026Q2: 6,998 shares 6,998 $5.04M 0.02% +25 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,530 shares; 2024Q4: 30,633 shares; 2025Q1: 30,722 shares; 2025Q2: 30,244 shares; 2025Q3: 30,857 shares; 2025Q4: 36,014 shares; 2026Q1: 46,873 shares; 2026Q2: 52,900 shares 52,900 $5.02M 0.02% +6,027 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: 7,706 shares; 2024Q4: 7,901 shares; 2025Q1: 8,034 shares; 2025Q2: 6,779 shares; 2025Q3: 11,089 shares; 2025Q4: 14,543 shares; 2026Q1: 17,702 shares; 2026Q2: 17,576 shares 17,576 $4.97M 0.02% -126 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: 14,513 shares; 2024Q4: 14,257 shares; 2025Q1: 14,374 shares; 2025Q2: 14,729 shares; 2025Q3: 14,588 shares; 2025Q4: 14,389 shares; 2026Q1: 14,100 shares; 2026Q2: 15,003 shares 15,003 $4.96M 0.02% +903 Timeline IVOG 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: 36,355 shares; 2024Q4: 28,547 shares; 2025Q1: 28,466 shares; 2025Q2: 29,786 shares; 2025Q3: 29,883 shares; 2025Q4: 31,617 shares; 2026Q1: 32,956 shares; 2026Q2: 33,860 shares 33,860 $4.95M 0.02% +904 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: 35,116 shares; 2024Q4: 35,893 shares; 2025Q1: 35,413 shares; 2025Q2: 38,114 shares; 2025Q3: 34,884 shares; 2025Q4: 31,441 shares; 2026Q1: 31,287 shares; 2026Q2: 31,675 shares 31,675 $4.95M 0.02% +388 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: 243,848 shares; 2024Q4: 233,235 shares; 2025Q1: 216,016 shares; 2025Q2: 198,865 shares; 2025Q3: 178,250 shares; 2025Q4: 161,676 shares; 2026Q1: 106,387 shares; 2026Q2: 68,691 shares 68,691 $4.94M 0.02% -37,696 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: 11,971 shares; 2024Q4: 12,118 shares; 2025Q1: 12,201 shares; 2025Q2: 10,678 shares; 2025Q3: 10,039 shares; 2025Q4: 10,130 shares; 2026Q1: 10,402 shares; 2026Q2: 9,934 shares 9,934 $4.93M 0.02% -468 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: 8,700 shares; 2024Q4: 8,785 shares; 2025Q1: 8,575 shares; 2025Q2: 8,115 shares; 2025Q3: 8,944 shares; 2025Q4: 85,868 shares; 2026Q1: 79,458 shares; 2026Q2: 68,859 shares 68,859 $4.92M 0.02% -10,599 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,642 shares; 2024Q4: 16,277 shares; 2025Q1: 16,152 shares; 2025Q2: 16,369 shares; 2025Q3: 16,384 shares; 2025Q4: 16,026 shares; 2026Q1: 16,059 shares; 2026Q2: 16,235 shares 16,235 $4.9M 0.02% +176 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: 8,529 shares; 2024Q4: 11,260 shares; 2025Q1: 12,498 shares; 2025Q2: 14,100 shares; 2025Q3: 15,096 shares; 2025Q4: 16,506 shares; 2026Q1: 18,043 shares; 2026Q2: 18,800 shares 18,800 $4.9M 0.02% +757 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: 149,935 shares; 2024Q4: 147,034 shares; 2025Q1: 129,798 shares; 2025Q2: 127,109 shares; 2025Q3: 122,248 shares; 2025Q4: 117,172 shares; 2026Q1: 111,795 shares; 2026Q2: 96,972 shares 96,972 $4.89M 0.02% -14,823 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,662 shares; 2024Q4: 6,740 shares; 2025Q1: 6,830 shares; 2025Q2: 29,763 shares; 2025Q3: 9,380 shares; 2025Q4: 16,662 shares; 2026Q1: 39,060 shares; 2026Q2: 51,262 shares 51,262 $4.87M 0.02% +12,202 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: 8,815 shares; 2024Q4: 9,173 shares; 2025Q1: 9,128 shares; 2025Q2: 9,693 shares; 2025Q3: 9,871 shares; 2025Q4: 47,387 shares; 2026Q1: 52,140 shares; 2026Q2: 48,828 shares 48,828 $4.85M 0.02% -3,312 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000 $4.8M 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,256 shares; 2024Q4: 93,994 shares; 2025Q1: 96,474 shares; 2025Q2: 90,250 shares; 2025Q3: 103,308 shares; 2025Q4: 86,698 shares; 2026Q1: 101,237 shares; 2026Q2: 95,678 shares 95,678 $4.77M 0.02% -5,559 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: 73,268 shares; 2024Q4: 76,996 shares; 2025Q1: 82,015 shares; 2025Q2: 81,676 shares; 2025Q3: 64,202 shares; 2025Q4: 64,416 shares; 2026Q1: 85,781 shares; 2026Q2: 84,313 shares 84,313 $4.75M 0.02% -1,468 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: 20,717 shares; 2024Q4: 21,213 shares; 2025Q1: 20,893 shares; 2025Q2: 21,098 shares; 2025Q3: 22,575 shares; 2025Q4: 28,153 shares; 2026Q1: 28,649 shares; 2026Q2: 35,705 shares 35,705 $4.74M 0.02% +7,056 Timeline BAB 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: 218,861 shares; 2024Q4: 216,122 shares; 2025Q1: 181,490 shares; 2025Q2: 180,630 shares; 2025Q3: 215,063 shares; 2025Q4: 206,910 shares; 2026Q1: 194,329 shares; 2026Q2: 176,679 shares 176,679 $4.74M 0.02% -17,650 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: 7,494 shares; 2024Q4: 9,922 shares; 2025Q1: 10,902 shares; 2025Q2: 11,123 shares; 2025Q3: 11,990 shares; 2025Q4: 11,634 shares; 2026Q1: 9,893 shares; 2026Q2: 12,598 shares 12,598 $4.73M 0.02% +2,705 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: 12,019 shares; 2024Q4: 14,537 shares; 2025Q1: 13,821 shares; 2025Q2: 14,758 shares; 2025Q3: 17,025 shares; 2025Q4: 18,231 shares; 2026Q1: 17,260 shares; 2026Q2: 21,436 shares 21,436 $4.67M 0.02% +4,176 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: 17,609 shares; 2024Q4: 18,021 shares; 2025Q1: 17,333 shares; 2025Q2: 47,045 shares; 2025Q3: 46,385 shares; 2025Q4: 92,844 shares; 2026Q1: 91,306 shares; 2026Q2: 97,089 shares 97,089 $4.66M 0.02% +5,783 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: 29,571 shares; 2024Q4: 30,398 shares; 2025Q1: 30,815 shares; 2025Q2: 30,938 shares; 2025Q3: 31,951 shares; 2025Q4: 32,698 shares; 2026Q1: 31,507 shares; 2026Q2: 31,884 shares 31,884 $4.66M 0.02% +377 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: 63,616 shares; 2024Q4: 63,062 shares; 2025Q1: 49,608 shares; 2025Q2: 50,131 shares; 2025Q3: 50,847 shares; 2025Q4: 52,382 shares; 2026Q1: 53,035 shares; 2026Q2: 50,459 shares 50,459 $4.66M 0.02% -2,576 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,554 shares; 2024Q4: 642,752 shares; 2025Q1: 559,110 shares; 2025Q2: 507,547 shares; 2025Q3: 472,613 shares; 2025Q4: 401,553 shares; 2026Q1: 259,930 shares; 2026Q2: 147,195 shares 147,195 $4.65M 0.02% -112,735 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: not reported; 2024Q4: 2,171 shares; 2025Q1: 12,778 shares; 2025Q2: 16,098 shares; 2025Q3: 16,755 shares; 2025Q4: 18,595 shares; 2026Q1: 20,862 shares; 2026Q2: 19,356 shares 19,356 $4.6M 0.02% -1,506 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: 35,968 shares; 2024Q4: 35,762 shares; 2025Q1: 35,302 shares; 2025Q2: 35,191 shares; 2025Q3: 35,133 shares; 2025Q4: 35,785 shares; 2026Q1: 31,790 shares; 2026Q2: 31,918 shares 31,918 $4.57M 0.02% +128 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: 7,697 shares; 2024Q4: 7,672 shares; 2025Q1: 7,509 shares; 2025Q2: 7,448 shares; 2025Q3: 7,249 shares; 2025Q4: 7,327 shares; 2026Q1: 7,007 shares; 2026Q2: 6,347 shares 6,347 $4.46M 0.01% -660 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,407 shares; 2024Q4: 169,987 shares; 2025Q1: 117,048 shares; 2025Q2: 117,500 shares; 2025Q3: 117,038 shares; 2025Q4: 123,870 shares; 2026Q1: 144,836 shares; 2026Q2: 175,458 shares 175,458 $4.4M 0.01% +30,622 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: 136,671 shares; 2024Q4: 137,793 shares; 2025Q1: 134,257 shares; 2025Q2: 132,537 shares; 2025Q3: 130,412 shares; 2025Q4: 130,432 shares; 2026Q1: 131,510 shares; 2026Q2: 126,077 shares 126,077 $4.39M 0.01% -5,433 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: 46,556 shares; 2024Q4: 45,080 shares; 2025Q1: 44,602 shares; 2025Q2: 44,611 shares; 2025Q3: 45,340 shares; 2025Q4: 44,952 shares; 2026Q1: 51,765 shares; 2026Q2: 52,216 shares 52,216 $4.37M 0.01% +451 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: 192,700 shares; 2024Q4: 197,981 shares; 2025Q1: 193,149 shares; 2025Q2: 211,648 shares; 2025Q3: 251,372 shares; 2025Q4: 218,676 shares; 2026Q1: 219,232 shares; 2026Q2: 226,315 shares 226,315 $4.33M 0.01% +7,083 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: 35,501 shares; 2024Q4: 38,190 shares; 2025Q1: 40,842 shares; 2025Q2: 40,114 shares; 2025Q3: 46,066 shares; 2025Q4: 40,721 shares; 2026Q1: 32,510 shares; 2026Q2: 29,445 shares 29,445 $4.31M 0.01% -3,065 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: 18,869 shares; 2024Q4: 20,403 shares; 2025Q1: 20,445 shares; 2025Q2: 20,946 shares; 2025Q3: 20,909 shares; 2025Q4: 22,997 shares; 2026Q1: 22,003 shares; 2026Q2: 22,947 shares 22,947 $4.25M 0.01% +944 Timeline CATH 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: 116,577 shares; 2024Q4: 117,126 shares; 2025Q1: 51,871 shares; 2025Q2: 48,145 shares; 2025Q3: 46,613 shares; 2025Q4: 45,982 shares; 2026Q1: 46,162 shares; 2026Q2: 47,980 shares 47,980 $4.25M 0.01% +1,818 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: 33,012 shares; 2024Q4: 34,299 shares; 2025Q1: 31,941 shares; 2025Q2: 31,286 shares; 2025Q3: 30,289 shares; 2025Q4: 31,006 shares; 2026Q1: 29,961 shares; 2026Q2: 27,014 shares 27,014 $4.23M 0.01% -2,947 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: 10,529 shares; 2025Q3: 5,306 shares; 2025Q4: not reported; 2026Q1: 1,105 shares; 2026Q2: 1,829 shares 1,829 $4.16M 0.01% +724 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: 25,398 shares; 2024Q4: 24,922 shares; 2025Q1: 22,823 shares; 2025Q2: 19,775 shares; 2025Q3: 23,210 shares; 2025Q4: 22,161 shares; 2026Q1: 23,902 shares; 2026Q2: 25,333 shares 25,333 $4.13M 0.01% +1,431 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,612 shares; 2024Q4: 65,325 shares; 2025Q1: 64,951 shares; 2025Q2: 65,890 shares; 2025Q3: 64,540 shares; 2025Q4: 63,712 shares; 2026Q1: 56,039 shares; 2026Q2: 51,216 shares 51,216 $4.1M 0.01% -4,823 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: 7,789 shares; 2024Q4: 9,756 shares; 2025Q1: 13,323 shares; 2025Q2: 13,030 shares; 2025Q3: 13,664 shares; 2025Q4: 14,242 shares; 2026Q1: 14,135 shares; 2026Q2: 15,430 shares 15,430 $4.02M 0.01% +1,295 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: 57,923 shares; 2026Q1: 71,450 shares; 2026Q2: 66,691 shares 66,691 $4.01M 0.01% -4,759 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 17,389 shares; 2025Q4: 17,381 shares; 2026Q1: 17,392 shares; 2026Q2: 17,399 shares 17,399 $4M 0.01% +7 Timeline VOOV 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: 23,838 shares; 2024Q4: 21,571 shares; 2025Q1: 21,583 shares; 2025Q2: 21,235 shares; 2025Q3: 21,227 shares; 2025Q4: 20,925 shares; 2026Q1: 18,335 shares; 2026Q2: 18,090 shares 18,090 $3.97M 0.01% -245 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,848 shares; 2024Q4: 42,214 shares; 2025Q1: 39,773 shares; 2025Q2: 39,481 shares; 2025Q3: 38,675 shares; 2025Q4: 39,749 shares; 2026Q1: 43,159 shares; 2026Q2: 44,925 shares 44,925 $3.89M 0.01% +1,766 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: 3,578 shares; 2024Q4: 4,015 shares; 2025Q1: not reported; 2025Q2: 4,662 shares; 2025Q3: 4,540 shares; 2025Q4: 4,735 shares; 2026Q1: 4,400 shares; 2026Q2: 6,091 shares 6,091 $3.89M 0.01% +1,691 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,144 shares; 2024Q4: 78,253 shares; 2025Q1: 77,704 shares; 2025Q2: 75,801 shares; 2025Q3: 76,977 shares; 2025Q4: 79,369 shares; 2026Q1: 80,822 shares; 2026Q2: 75,270 shares 75,270 $3.86M 0.01% -5,552 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,011 shares; 2024Q4: 401,923 shares; 2025Q1: 401,923 shares; 2025Q2: 350,357 shares; 2025Q3: 350,330 shares; 2025Q4: 350,868 shares; 2026Q1: 350,860 shares; 2026Q2: 351,082 shares 351,082 $3.82M 0.01% +222 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: 39,510 shares; 2024Q4: 30,117 shares; 2025Q1: 24,737 shares; 2025Q2: 25,994 shares; 2025Q3: 30,101 shares; 2025Q4: 27,339 shares; 2026Q1: 28,368 shares; 2026Q2: 32,669 shares 32,669 $3.81M 0.01% +4,301 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,574 shares; 2024Q4: 227,300 shares; 2025Q1: 205,907 shares; 2025Q2: 194,967 shares; 2025Q3: 169,867 shares; 2025Q4: 140,990 shares; 2026Q1: 124,106 shares; 2026Q2: 111,826 shares 111,826 $3.8M 0.01% -12,280 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: 20,395 shares; 2024Q4: 22,251 shares; 2025Q1: 22,479 shares; 2025Q2: 21,707 shares; 2025Q3: 21,504 shares; 2025Q4: 20,223 shares; 2026Q1: 20,685 shares; 2026Q2: 20,677 shares 20,677 $3.71M 0.01% -8 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: 13,278 shares; 2024Q4: 15,621 shares; 2025Q1: 15,884 shares; 2025Q2: 11,478 shares; 2025Q3: 11,069 shares; 2025Q4: 12,418 shares; 2026Q1: 13,034 shares; 2026Q2: 12,745 shares 12,745 $3.7M 0.01% -289 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,790 shares; 2024Q4: 23,132 shares; 2025Q1: 24,640 shares; 2025Q2: 24,418 shares; 2025Q3: 22,025 shares; 2025Q4: 22,304 shares; 2026Q1: 24,170 shares; 2026Q2: 30,982 shares 30,982 $3.69M 0.01% +6,812 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,272 shares; 2024Q4: 15,841 shares; 2025Q1: 15,608 shares; 2025Q2: 16,142 shares; 2025Q3: 16,086 shares; 2025Q4: 16,987 shares; 2026Q1: 16,876 shares; 2026Q2: 17,751 shares 17,751 $3.66M 0.01% +875 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: 19,370 shares; 2024Q4: 19,440 shares; 2025Q1: 16,880 shares; 2025Q2: 16,766 shares; 2025Q3: 15,519 shares; 2025Q4: 14,063 shares; 2026Q1: 13,182 shares; 2026Q2: 13,223 shares 13,223 $3.55M 0.01% +41 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: 23,106 shares; 2024Q4: 22,976 shares; 2025Q1: 22,576 shares; 2025Q2: 22,409 shares; 2025Q3: 22,254 shares; 2025Q4: 22,416 shares; 2026Q1: 23,682 shares; 2026Q2: 21,164 shares 21,164 $3.53M 0.01% -2,518 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,942 shares; 2024Q4: 19,771 shares; 2025Q1: 19,390 shares; 2025Q2: 19,079 shares; 2025Q3: 18,879 shares; 2025Q4: 18,849 shares; 2026Q1: 18,747 shares; 2026Q2: 18,449 shares 18,449 $3.51M 0.01% -298 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: 6,765 shares; 2024Q4: 7,350 shares; 2025Q1: 10,957 shares; 2025Q2: 10,021 shares; 2025Q3: 9,078 shares; 2025Q4: 9,900 shares; 2026Q1: 12,459 shares; 2026Q2: 13,048 shares 13,048 $3.51M 0.01% +589 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: 11,580 shares; 2024Q4: 10,388 shares; 2025Q1: 10,112 shares; 2025Q2: 10,065 shares; 2025Q3: 8,972 shares; 2025Q4: 9,104 shares; 2026Q1: 8,847 shares; 2026Q2: 9,051 shares 9,051 $3.5M 0.01% +204 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,996 shares; 2024Q4: 567,850 shares; 2025Q1: 738,230 shares; 2025Q2: 707,601 shares; 2025Q3: 690,502 shares; 2025Q4: 565,972 shares; 2026Q1: 223,694 shares; 2026Q2: 79,382 shares 79,382 $3.49M 0.01% -144,312 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,463 shares 25,463 $3.45M 0.01% new 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: 17,537 shares; 2024Q4: 18,365 shares; 2025Q1: 17,011 shares; 2025Q2: 14,509 shares; 2025Q3: 14,466 shares; 2025Q4: 13,102 shares; 2026Q1: 16,917 shares; 2026Q2: 15,404 shares 15,404 $3.43M 0.01% -1,513 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,825 shares; 2024Q4: 37,737 shares; 2025Q1: 37,833 shares; 2025Q2: 39,312 shares; 2025Q3: 37,706 shares; 2025Q4: 71,716 shares; 2026Q1: 72,115 shares; 2026Q2: 75,233 shares 75,233 $3.41M 0.01% +3,118 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,390 shares; 2024Q4: 26,511 shares; 2025Q1: 126,309 shares; 2025Q2: 150,955 shares; 2025Q3: 157,911 shares; 2025Q4: 180,432 shares; 2026Q1: 206,312 shares; 2026Q2: 214,241 shares 214,241 $3.4M 0.01% +7,929 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,824 shares; 2024Q4: 48,931 shares; 2025Q1: 42,055 shares; 2025Q2: 39,722 shares; 2025Q3: 39,605 shares; 2025Q4: 35,714 shares; 2026Q1: 35,870 shares; 2026Q2: 35,039 shares 35,039 $3.39M 0.01% -831 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,999 shares; 2024Q4: 25,849 shares; 2025Q1: 24,244 shares; 2025Q2: 21,037 shares; 2025Q3: 19,626 shares; 2025Q4: 23,355 shares; 2026Q1: 27,296 shares; 2026Q2: 29,028 shares 29,028 $3.39M 0.01% +1,732 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: 18,895 shares; 2024Q4: 18,908 shares; 2025Q1: 18,651 shares; 2025Q2: 17,323 shares; 2025Q3: 17,659 shares; 2025Q4: 19,545 shares; 2026Q1: 24,771 shares; 2026Q2: 28,088 shares 28,088 $3.37M 0.01% +3,317 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,085 shares; 2024Q4: 61,085 shares; 2025Q1: 61,085 shares; 2025Q2: 68,357 shares; 2025Q3: 68,357 shares; 2025Q4: 68,357 shares; 2026Q1: 68,357 shares; 2026Q2: 68,357 shares 68,357 $3.37M 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,548 shares; 2024Q4: 72,129 shares; 2025Q1: 72,923 shares; 2025Q2: 73,382 shares; 2025Q3: 49,095 shares; 2025Q4: 48,202 shares; 2026Q1: 54,246 shares; 2026Q2: 53,449 shares 53,449 $3.34M 0.01% -797 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,689 shares; 2024Q4: 23,418 shares; 2025Q1: 21,268 shares; 2025Q2: 23,365 shares; 2025Q3: 23,378 shares; 2025Q4: 24,841 shares; 2026Q1: 20,754 shares; 2026Q2: 21,514 shares 21,514 $3.33M 0.01% +760 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: 44,227 shares; 2024Q4: 42,873 shares; 2025Q1: 35,939 shares; 2025Q2: 36,172 shares; 2025Q3: 35,715 shares; 2025Q4: 33,908 shares; 2026Q1: 38,717 shares; 2026Q2: 36,763 shares 36,763 $3.33M 0.01% -1,954 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,273 shares; 2024Q4: 31,584 shares; 2025Q1: 28,738 shares; 2025Q2: 27,140 shares; 2025Q3: 25,022 shares; 2025Q4: 23,420 shares; 2026Q1: 20,353 shares; 2026Q2: 20,692 shares 20,692 $3.29M 0.01% +339 Timeline PWZ 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: 109,940 shares; 2024Q4: 117,990 shares; 2025Q1: 112,239 shares; 2025Q2: 117,570 shares; 2025Q3: 106,946 shares; 2025Q4: 107,379 shares; 2026Q1: 122,985 shares; 2026Q2: 133,243 shares 133,243 $3.27M 0.01% +10,258 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,668 shares; 2024Q4: 45,389 shares; 2025Q1: 35,241 shares; 2025Q2: 32,803 shares; 2025Q3: 32,581 shares; 2025Q4: 33,198 shares; 2026Q1: 34,893 shares; 2026Q2: 35,150 shares 35,150 $3.26M 0.01% +257 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: 34,081 shares; 2024Q4: 34,292 shares; 2025Q1: 35,232 shares; 2025Q2: 35,652 shares; 2025Q3: 36,512 shares; 2025Q4: 35,584 shares; 2026Q1: 31,448 shares; 2026Q2: 32,984 shares 32,984 $3.24M 0.01% +1,536 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,566 shares; 2024Q4: 17,421 shares; 2025Q1: 16,733 shares; 2025Q2: 16,384 shares; 2025Q3: 16,106 shares; 2025Q4: 15,401 shares; 2026Q1: 17,506 shares; 2026Q2: 18,374 shares 18,374 $3.23M 0.01% +868 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: 3,771 shares; 2024Q4: 3,823 shares; 2025Q1: 3,936 shares; 2025Q2: 3,854 shares; 2025Q3: 3,825 shares; 2025Q4: 4,242 shares; 2026Q1: 4,323 shares; 2026Q2: 4,268 shares 4,268 $3.22M 0.01% -55 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: 48,734 shares; 2024Q4: 43,593 shares; 2025Q1: 37,540 shares; 2025Q2: 32,963 shares; 2025Q3: 25,938 shares; 2025Q4: 21,500 shares; 2026Q1: 20,819 shares; 2026Q2: 15,697 shares 15,697 $3.22M 0.01% -5,122 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,017 shares; 2024Q4: 9,986 shares; 2025Q1: 10,955 shares; 2025Q2: 11,751 shares; 2025Q3: 11,893 shares; 2025Q4: 29,635 shares; 2026Q1: 21,139 shares; 2026Q2: 20,763 shares 20,763 $3.14M 0.01% -376 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,989 shares; 2024Q4: 59,218 shares; 2025Q1: 59,227 shares; 2025Q2: 58,150 shares; 2025Q3: 55,063 shares; 2025Q4: 53,582 shares; 2026Q1: 50,319 shares; 2026Q2: 43,759 shares 43,759 $3.13M 0.01% -6,560 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: 14,123 shares; 2024Q4: 14,744 shares; 2025Q1: 16,007 shares; 2025Q2: 16,479 shares; 2025Q3: 17,243 shares; 2025Q4: 19,181 shares; 2026Q1: 25,928 shares; 2026Q2: 26,563 shares 26,563 $3.13M 0.01% +635 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: 5,081 shares; 2024Q4: 5,378 shares; 2025Q1: 5,392 shares; 2025Q2: 6,077 shares; 2025Q3: 6,625 shares; 2025Q4: 6,445 shares; 2026Q1: 6,404 shares; 2026Q2: 7,510 shares 7,510 $3.12M 0.01% +1,106 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,608 shares; 2024Q4: 33,969 shares; 2025Q1: 33,422 shares; 2025Q2: 33,149 shares; 2025Q3: 32,678 shares; 2025Q4: 32,535 shares; 2026Q1: 32,258 shares; 2026Q2: 32,276 shares 32,276 $3.11M 0.01% +18 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,647 shares; 2024Q4: 28,152 shares; 2025Q1: 32,818 shares; 2025Q2: 33,139 shares; 2025Q3: 35,212 shares; 2025Q4: 38,726 shares; 2026Q1: 45,394 shares; 2026Q2: 54,814 shares 54,814 $3.07M 0.01% +9,420 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: 119,727 shares; 2024Q4: 120,053 shares; 2025Q1: 116,997 shares; 2025Q2: 103,856 shares; 2025Q3: 98,362 shares; 2025Q4: 90,187 shares; 2026Q1: 83,213 shares; 2026Q2: 83,567 shares 83,567 $3.07M 0.01% +354 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: 21,907 shares; 2024Q4: 22,460 shares; 2025Q1: 30,666 shares; 2025Q2: 32,716 shares; 2025Q3: 33,072 shares; 2025Q4: 35,044 shares; 2026Q1: 41,751 shares; 2026Q2: 41,257 shares 41,257 $3.07M 0.01% -494 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: 112,829 shares; 2024Q4: 115,207 shares; 2025Q1: 115,886 shares; 2025Q2: 116,809 shares; 2025Q3: 118,498 shares; 2025Q4: 176,651 shares; 2026Q1: 174,670 shares; 2026Q2: 114,576 shares 114,576 $3.05M 0.01% -60,094 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,626 shares; 2024Q4: 703,304 shares; 2025Q1: 809,103 shares; 2025Q2: 711,292 shares; 2025Q3: 661,113 shares; 2025Q4: 720,566 shares; 2026Q1: 249,033 shares; 2026Q2: 99,957 shares 99,957 $3.05M 0.01% -149,076 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,108 shares; 2024Q4: 104,856 shares; 2025Q1: 106,778 shares; 2025Q2: 107,918 shares; 2025Q3: 94,467 shares; 2025Q4: 103,229 shares; 2026Q1: 135,426 shares; 2026Q2: 151,501 shares 151,501 $3.04M 0.01% +16,075 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: 87,388 shares; 2024Q4: 79,682 shares; 2025Q1: 79,005 shares; 2025Q2: 71,941 shares; 2025Q3: 54,541 shares; 2025Q4: 54,448 shares; 2026Q1: 60,500 shares; 2026Q2: 74,933 shares 74,933 $3.04M 0.01% +14,433 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,467 shares; 2024Q4: 18,836 shares; 2025Q1: 20,342 shares; 2025Q2: 24,031 shares; 2025Q3: 28,383 shares; 2025Q4: 43,231 shares; 2026Q1: 119,395 shares; 2026Q2: 152,605 shares 152,605 $3.04M 0.01% +33,210 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: 64,481 shares; 2024Q4: 58,194 shares; 2025Q1: 57,943 shares; 2025Q2: 59,210 shares; 2025Q3: 57,605 shares; 2025Q4: 56,674 shares; 2026Q1: 55,464 shares; 2026Q2: 56,442 shares 56,442 $3.03M 0.01% +978 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,703 shares; 2024Q4: 31,353 shares; 2025Q1: 31,353 shares; 2025Q2: 31,353 shares; 2025Q3: 31,345 shares; 2025Q4: 31,345 shares; 2026Q1: 31,345 shares; 2026Q2: 31,345 shares 31,345 $3.02M 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,918 shares; 2024Q4: 24,500 shares; 2025Q1: 22,963 shares; 2025Q2: 28,712 shares; 2025Q3: 28,637 shares; 2025Q4: 28,184 shares; 2026Q1: 27,817 shares; 2026Q2: 31,242 shares 31,242 $2.99M 0.01% +3,425 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: 28,409 shares; 2024Q4: 28,409 shares; 2025Q1: 27,096 shares; 2025Q2: 26,580 shares; 2025Q3: 21,586 shares; 2025Q4: 21,063 shares; 2026Q1: 21,258 shares; 2026Q2: 20,791 shares 20,791 $2.96M 0.01% -467 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,234 shares; 2024Q4: 106,317 shares; 2025Q1: 104,011 shares; 2025Q2: 144,644 shares; 2025Q3: 93,675 shares; 2025Q4: 143,221 shares; 2026Q1: 122,250 shares; 2026Q2: 105,669 shares 105,669 $2.89M 0.01% -16,581 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: 23,639 shares; 2024Q4: 23,299 shares; 2025Q1: 23,278 shares; 2025Q2: 22,754 shares; 2025Q3: 22,417 shares; 2025Q4: 21,686 shares; 2026Q1: 22,205 shares; 2026Q2: 22,243 shares 22,243 $2.89M 0.01% +38 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: 10,286 shares; 2024Q4: 9,839 shares; 2025Q1: 6,918 shares; 2025Q2: 8,914 shares; 2025Q3: 8,838 shares; 2025Q4: 9,342 shares; 2026Q1: 8,852 shares; 2026Q2: 11,540 shares 11,540 $2.88M 0.01% +2,688 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,086 shares; 2025Q2: 68,686 shares; 2025Q3: 67,640 shares; 2025Q4: 69,697 shares; 2026Q1: 69,907 shares; 2026Q2: 73,809 shares 73,809 $2.88M 0.01% +3,902 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 11,066 shares; 2025Q1: 10,695 shares; 2025Q2: 10,524 shares; 2025Q3: 10,322 shares; 2025Q4: 9,562 shares; 2026Q1: 9,850 shares; 2026Q2: 9,006 shares 9,006 $2.87M 0.01% -844 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,640 shares; 2024Q4: 114,754 shares; 2025Q1: 142,274 shares; 2025Q2: 138,509 shares; 2025Q3: 127,025 shares; 2025Q4: 131,445 shares; 2026Q1: 108,223 shares; 2026Q2: 107,210 shares 107,210 $2.86M 0.01% -1,013 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: 457,402 shares; 2024Q4: 185,788 shares; 2025Q1: 80,353 shares; 2025Q2: 54,336 shares; 2025Q3: 38,083 shares; 2025Q4: 33,565 shares; 2026Q1: 35,477 shares; 2026Q2: 37,321 shares 37,321 $2.85M 0.01% +1,844 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: 29,433 shares; 2024Q4: 34,504 shares; 2025Q1: 36,161 shares; 2025Q2: 39,611 shares; 2025Q3: 43,009 shares; 2025Q4: 42,028 shares; 2026Q1: 51,382 shares; 2026Q2: 38,900 shares 38,900 $2.81M 0.01% -12,482 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,314 shares; 2024Q4: 29,587 shares; 2025Q1: 30,054 shares; 2025Q2: 28,556 shares; 2025Q3: 27,537 shares; 2025Q4: 25,147 shares; 2026Q1: 25,876 shares; 2026Q2: 23,047 shares 23,047 $2.8M 0.01% -2,829 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,791 shares; 2026Q1: 37,986 shares; 2026Q2: 31,484 shares 31,484 $2.79M 0.01% -6,502 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,809 shares; 2024Q4: 20,953 shares; 2025Q1: 17,217 shares; 2025Q2: 11,406 shares; 2025Q3: 9,780 shares; 2025Q4: 8,844 shares; 2026Q1: 7,959 shares; 2026Q2: 7,739 shares 7,739 $2.78M 0.01% -220 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,102 shares; 2024Q4: 20,478 shares; 2025Q1: 20,552 shares; 2025Q2: 21,447 shares; 2025Q3: 19,646 shares; 2025Q4: 25,386 shares; 2026Q1: 38,170 shares; 2026Q2: 52,676 shares 52,676 $2.76M 0.01% +14,506 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,490 shares; 2024Q4: 66,497 shares; 2025Q1: 59,775 shares; 2025Q2: 58,324 shares; 2025Q3: 57,017 shares; 2025Q4: 50,211 shares; 2026Q1: 53,982 shares; 2026Q2: 57,588 shares 57,588 $2.76M 0.01% +3,606 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: 50,221 shares; 2024Q4: 51,239 shares; 2025Q1: 50,608 shares; 2025Q2: 55,149 shares; 2025Q3: 54,199 shares; 2025Q4: 54,546 shares; 2026Q1: 53,615 shares; 2026Q2: 50,353 shares 50,353 $2.75M 0.01% -3,262 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: 3,179 shares; 2024Q4: 3,414 shares; 2025Q1: 23,708 shares; 2025Q2: 23,896 shares; 2025Q3: 8,952 shares; 2025Q4: 4,416 shares; 2026Q1: 2,690 shares; 2026Q2: 2,623 shares 2,623 $2.73M 0.01% -67 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: 20,596 shares; 2024Q4: 21,490 shares; 2025Q1: 19,962 shares; 2025Q2: 49,142 shares; 2025Q3: 53,704 shares; 2025Q4: 42,631 shares; 2026Q1: 41,314 shares; 2026Q2: 38,861 shares 38,861 $2.72M 0.01% -2,453 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: 21,544 shares; 2024Q4: 22,963 shares; 2025Q1: 20,378 shares; 2025Q2: 19,800 shares; 2025Q3: 16,723 shares; 2025Q4: 16,774 shares; 2026Q1: 24,359 shares; 2026Q2: 23,805 shares 23,805 $2.72M 0.01% -554 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,715 shares; 2024Q4: 11,100 shares; 2025Q1: 10,386 shares; 2025Q2: 12,615 shares; 2025Q3: 12,826 shares; 2025Q4: 14,236 shares; 2026Q1: 15,927 shares; 2026Q2: 15,428 shares 15,428 $2.71M 0.01% -499 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,325 shares; 2024Q4: 35,913 shares; 2025Q1: 29,737 shares; 2025Q2: 27,139 shares; 2025Q3: 30,402 shares; 2025Q4: 27,250 shares; 2026Q1: 27,390 shares; 2026Q2: 26,026 shares 26,026 $2.7M 0.01% -1,364 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,776 shares; 2024Q4: 85,069 shares; 2025Q1: 92,372 shares; 2025Q2: 96,529 shares; 2025Q3: 100,840 shares; 2025Q4: 114,577 shares; 2026Q1: 108,903 shares; 2026Q2: 108,773 shares 108,773 $2.7M 0.01% -130 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,531 shares; 2024Q4: 29,513 shares; 2025Q1: 28,517 shares; 2025Q2: 30,693 shares; 2025Q3: 20,282 shares; 2025Q4: 23,868 shares; 2026Q1: 24,596 shares; 2026Q2: 25,069 shares 25,069 $2.7M 0.01% +473 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,826 shares; 2024Q4: 28,406 shares; 2025Q1: 35,032 shares; 2025Q2: 38,415 shares; 2025Q3: 44,633 shares; 2025Q4: 64,929 shares; 2026Q1: 159,090 shares; 2026Q2: 195,416 shares 195,416 $2.7M 0.01% +36,326 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: 4,573 shares; 2024Q4: 4,649 shares; 2025Q1: 4,623 shares; 2025Q2: 4,715 shares; 2025Q3: 4,752 shares; 2025Q4: 5,231 shares; 2026Q1: 6,185 shares; 2026Q2: 7,215 shares 7,215 $2.67M 0.01% +1,030 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,456 shares; 2024Q4: 13,573 shares; 2025Q1: 13,830 shares; 2025Q2: 14,076 shares; 2025Q3: 13,938 shares; 2025Q4: 8,644 shares; 2026Q1: 15,071 shares; 2026Q2: 17,339 shares 17,339 $2.67M 0.01% +2,268 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,786 shares; 2024Q4: 56,188 shares; 2025Q1: 61,964 shares; 2025Q2: 55,325 shares; 2025Q3: 56,523 shares; 2025Q4: 60,457 shares; 2026Q1: 65,558 shares; 2026Q2: 72,098 shares 72,098 $2.66M 0.01% +6,540 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,854 shares; 2024Q4: 32,432 shares; 2025Q1: 30,945 shares; 2025Q2: 29,452 shares; 2025Q3: 27,673 shares; 2025Q4: 166,080 shares; 2026Q1: 163,957 shares; 2026Q2: 23,639 shares 23,639 $2.66M 0.01% -140,318 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,561 shares; 2025Q4: 40,152 shares; 2026Q1: 35,831 shares; 2026Q2: 29,614 shares 29,614 $2.66M 0.01% -6,217 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,099 shares; 2024Q4: 144,646 shares; 2025Q1: 121,666 shares; 2025Q2: 122,957 shares; 2025Q3: 122,266 shares; 2025Q4: 121,607 shares; 2026Q1: 131,069 shares; 2026Q2: 128,594 shares 128,594 $2.63M 0.01% -2,475 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: 4,386 shares; 2024Q4: 3,597 shares; 2025Q1: 8,802 shares; 2025Q2: 8,187 shares; 2025Q3: 7,841 shares; 2025Q4: 7,369 shares; 2026Q1: 7,607 shares; 2026Q2: 7,826 shares 7,826 $2.62M 0.01% +219 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: 1,588 shares; 2024Q4: 1,975 shares; 2025Q1: 1,944 shares; 2025Q2: 1,634 shares; 2025Q3: 1,826 shares; 2025Q4: 2,098 shares; 2026Q1: 2,228 shares; 2026Q2: 2,301 shares 2,301 $2.61M 0.01% +73 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: 26,844 shares; 2024Q4: 26,592 shares; 2025Q1: 29,827 shares; 2025Q2: 27,674 shares; 2025Q3: 25,252 shares; 2025Q4: 25,944 shares; 2026Q1: 25,691 shares; 2026Q2: 26,844 shares 26,844 $2.59M 0.01% +1,153 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: 3,416 shares; 2025Q2: 12,024 shares; 2025Q3: 10,929 shares; 2025Q4: 10,838 shares; 2026Q1: 11,154 shares; 2026Q2: 10,540 shares 10,540 $2.59M 0.01% -614 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: 16,002 shares; 2024Q4: 18,156 shares; 2025Q1: 17,911 shares; 2025Q2: 16,726 shares; 2025Q3: 16,779 shares; 2025Q4: 15,316 shares; 2026Q1: 15,311 shares; 2026Q2: 15,691 shares 15,691 $2.58M 0.01% +380 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,752 shares; 2024Q4: 27,104 shares; 2025Q1: 22,696 shares; 2025Q2: 24,149 shares; 2025Q3: 24,410 shares; 2025Q4: 50,564 shares; 2026Q1: 50,062 shares; 2026Q2: 50,501 shares 50,501 $2.57M 0.01% +439 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,730 shares; 2024Q4: 24,024 shares; 2025Q1: 23,356 shares; 2025Q2: 22,144 shares; 2025Q3: 21,294 shares; 2025Q4: 21,294 shares; 2026Q1: 25,475 shares; 2026Q2: 29,496 shares 29,496 $2.56M 0.01% +4,021 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,644 shares; 2024Q4: 42,386 shares; 2025Q1: 38,629 shares; 2025Q2: 33,485 shares; 2025Q3: 37,566 shares; 2025Q4: 36,960 shares; 2026Q1: 32,898 shares; 2026Q2: 33,047 shares 33,047 $2.55M 0.01% +149 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: 14,705 shares; 2024Q4: 15,847 shares; 2025Q1: 16,197 shares; 2025Q2: 16,170 shares; 2025Q3: 19,098 shares; 2025Q4: 19,738 shares; 2026Q1: 16,520 shares; 2026Q2: 15,818 shares 15,818 $2.53M 0.01% -702 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: 5,683 shares; 2024Q4: 5,599 shares; 2025Q1: 5,421 shares; 2025Q2: 5,449 shares; 2025Q3: 5,544 shares; 2025Q4: 5,440 shares; 2026Q1: 5,155 shares; 2026Q2: 28,658 shares 28,658 $2.52M 0.01% +23,503 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: 111,263 shares; 2024Q4: 100,677 shares; 2025Q1: 115,320 shares; 2025Q2: 109,276 shares; 2025Q3: 132,985 shares; 2025Q4: 139,906 shares; 2026Q1: 151,635 shares; 2026Q2: 141,708 shares 141,708 $2.51M 0.01% -9,927 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: 4,566 shares; 2024Q4: 5,026 shares; 2025Q1: 6,354 shares; 2025Q2: 6,188 shares; 2025Q3: 6,155 shares; 2025Q4: 9,575 shares; 2026Q1: 8,782 shares; 2026Q2: 11,755 shares 11,755 $2.5M 0.01% +2,973 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: 1,802 shares; 2024Q4: 1,824 shares; 2025Q1: 1,718 shares; 2025Q2: 1,845 shares; 2025Q3: 1,749 shares; 2025Q4: 1,771 shares; 2026Q1: 1,713 shares; 2026Q2: 1,792 shares 1,792 $2.48M 0.01% +79 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: 11,849 shares; 2024Q4: 10,402 shares; 2025Q1: 10,582 shares; 2025Q2: 10,573 shares; 2025Q3: 10,663 shares; 2025Q4: 10,528 shares; 2026Q1: 9,723 shares; 2026Q2: 10,193 shares 10,193 $2.48M 0.01% +470 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: 25,311 shares; 2024Q4: 13,301 shares; 2025Q1: 9,063 shares; 2025Q2: 7,429 shares; 2025Q3: 8,187 shares; 2025Q4: 5,139 shares; 2026Q1: 13,460 shares; 2026Q2: 27,152 shares 27,152 $2.48M 0.01% +13,692 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,494 shares; 2024Q4: 21,480 shares; 2025Q1: 21,417 shares; 2025Q2: 21,387 shares; 2025Q3: 21,393 shares; 2025Q4: 21,498 shares; 2026Q1: 19,061 shares; 2026Q2: 18,073 shares 18,073 $2.47M 0.01% -988 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: 19,210 shares; 2024Q4: 20,764 shares; 2025Q1: 20,862 shares; 2025Q2: 23,085 shares; 2025Q3: 21,742 shares; 2025Q4: 23,151 shares; 2026Q1: 23,830 shares; 2026Q2: 20,662 shares 20,662 $2.44M 0.01% -3,168 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,036 shares; 2024Q4: 10,036 shares; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 10,040 shares; 2025Q4: 10,047 shares; 2026Q1: 10,064 shares; 2026Q2: 10,084 shares 10,084 $2.43M 0.01% +20 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,922 shares; 2024Q4: 9,686 shares; 2025Q1: 8,680 shares; 2025Q2: 8,680 shares; 2025Q3: 8,680 shares; 2025Q4: 8,680 shares; 2026Q1: 15,425 shares; 2026Q2: 19,986 shares 19,986 $2.43M 0.01% +4,561 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: 18,483 shares; 2024Q4: 55,449 shares; 2025Q1: 56,128 shares; 2025Q2: 48,524 shares; 2025Q3: 60,644 shares; 2025Q4: 77,149 shares; 2026Q1: 85,757 shares; 2026Q2: 82,018 shares 82,018 $2.41M 0.01% -3,739 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: 25,318 shares; 2024Q4: 22,383 shares; 2025Q1: 17,329 shares; 2025Q2: 81,965 shares; 2025Q3: 81,965 shares; 2025Q4: 87,849 shares; 2026Q1: 33,130 shares; 2026Q2: 28,219 shares 28,219 $2.41M 0.01% -4,911 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: 19,636 shares; 2024Q4: 58,908 shares; 2025Q1: 58,908 shares; 2025Q2: 96,393 shares; 2025Q3: 92,758 shares; 2025Q4: 91,991 shares; 2026Q1: 82,841 shares; 2026Q2: 83,045 shares 83,045 $2.4M 0.01% +204 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,656 shares; 2024Q4: 18,408 shares; 2025Q1: 18,761 shares; 2025Q2: 18,629 shares; 2025Q3: 17,450 shares; 2025Q4: 20,578 shares; 2026Q1: 18,773 shares; 2026Q2: 18,677 shares 18,677 $2.39M 0.01% -96 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,680 shares; 2024Q4: 122,266 shares; 2025Q1: 125,563 shares; 2025Q2: 129,971 shares; 2025Q3: 134,459 shares; 2025Q4: 155,849 shares; 2026Q1: 199,452 shares; 2026Q2: 171,078 shares 171,078 $2.38M 0.01% -28,374 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: 7,469 shares; 2024Q4: 7,665 shares; 2025Q1: 7,274 shares; 2025Q2: 7,033 shares; 2025Q3: 7,304 shares; 2025Q4: 6,823 shares; 2026Q1: 7,044 shares; 2026Q2: 7,167 shares 7,167 $2.38M 0.01% +123 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,828 shares; 2024Q4: 27,969 shares; 2025Q1: 28,757 shares; 2025Q2: 28,696 shares; 2025Q3: 29,626 shares; 2025Q4: 17,415 shares; 2026Q1: 23,623 shares; 2026Q2: 28,365 shares 28,365 $2.36M 0.01% +4,742 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,435 shares; 2024Q4: 30,704 shares; 2025Q1: 24,431 shares; 2025Q2: 20,077 shares; 2025Q3: 20,183 shares; 2025Q4: 17,051 shares; 2026Q1: 14,598 shares; 2026Q2: 11,150 shares 11,150 $2.35M 0.01% -3,448 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,467 shares 15,467 $2.34M 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,498 shares; 2024Q4: 62,988 shares; 2025Q1: 58,486 shares; 2025Q2: 49,655 shares; 2025Q3: 44,549 shares; 2025Q4: 41,179 shares; 2026Q1: 38,952 shares; 2026Q2: 37,805 shares 37,805 $2.31M 0.01% -1,147 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: 12,605 shares; 2024Q4: 13,227 shares; 2025Q1: 13,551 shares; 2025Q2: 16,779 shares; 2025Q3: 18,109 shares; 2025Q4: 18,316 shares; 2026Q1: 19,236 shares; 2026Q2: 21,543 shares 21,543 $2.31M 0.01% +2,307 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,209 shares; 2024Q4: 45,740 shares; 2025Q1: 43,409 shares; 2025Q2: 40,646 shares; 2025Q3: 42,824 shares; 2025Q4: 43,951 shares; 2026Q1: 42,970 shares; 2026Q2: 40,970 shares 40,970 $2.31M 0.01% -2,000 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: 15,371 shares; 2024Q4: 11,776 shares; 2025Q1: 11,077 shares; 2025Q2: 10,528 shares; 2025Q3: 10,029 shares; 2025Q4: 10,036 shares; 2026Q1: 12,062 shares; 2026Q2: 13,577 shares 13,577 $2.3M 0.01% +1,515 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,278 shares; 2024Q4: 7,453 shares; 2025Q1: 6,969 shares; 2025Q2: 7,433 shares; 2025Q3: 9,342 shares; 2025Q4: 14,463 shares; 2026Q1: 27,118 shares; 2026Q2: 46,204 shares 46,204 $2.29M 0.01% +19,086 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,297 shares; 2024Q4: 29,551 shares; 2025Q1: 26,449 shares; 2025Q2: 27,572 shares; 2025Q3: 27,049 shares; 2025Q4: 28,039 shares; 2026Q1: 27,726 shares; 2026Q2: 27,452 shares 27,452 $2.28M 0.01% -274 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: 3,185 shares; 2024Q4: 4,212 shares; 2025Q1: 3,980 shares; 2025Q2: 2,949 shares; 2025Q3: 4,131 shares; 2025Q4: 4,620 shares; 2026Q1: 4,991 shares; 2026Q2: 4,703 shares 4,703 $2.28M 0.01% -288 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,653 shares; 2024Q4: 30,746 shares; 2025Q1: 231,047 shares; 2025Q2: 234,060 shares; 2025Q3: 241,860 shares; 2025Q4: 308,077 shares; 2026Q1: 119,107 shares; 2026Q2: 52,534 shares 52,534 $2.27M 0.01% -66,573 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: 13,539 shares; 2024Q4: 11,327 shares; 2025Q1: 10,229 shares; 2025Q2: 10,011 shares; 2025Q3: 9,692 shares; 2025Q4: 9,297 shares; 2026Q1: 11,755 shares; 2026Q2: 12,830 shares 12,830 $2.27M 0.01% +1,075 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: 47,394 shares; 2024Q4: 44,820 shares; 2025Q1: 45,543 shares; 2025Q2: 43,468 shares; 2025Q3: 42,193 shares; 2025Q4: 40,800 shares; 2026Q1: 42,465 shares; 2026Q2: 36,544 shares 36,544 $2.26M 0.01% -5,921 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,442 shares; 2024Q4: 20,016 shares; 2025Q1: 19,784 shares; 2025Q2: 22,465 shares; 2025Q3: 26,633 shares; 2025Q4: 31,532 shares; 2026Q1: 70,930 shares; 2026Q2: 95,804 shares 95,804 $2.26M 0.01% +24,874 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,218 shares 13,218 $2.26M 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,902 shares; 2024Q4: 8,900 shares; 2025Q1: 5,947 shares; 2025Q2: 5,856 shares; 2025Q3: 5,306 shares; 2025Q4: 5,405 shares; 2026Q1: 6,873 shares; 2026Q2: 7,058 shares 7,058 $2.24M 0.01% +185 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 2,036 shares; 2025Q1: 1,894 shares; 2025Q2: 1,863 shares; 2025Q3: 1,784 shares; 2025Q4: 1,837 shares; 2026Q1: 1,409 shares; 2026Q2: 1,307 shares 1,307 $2.22M 0.01% -102 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,643 shares 43,643 $2.21M 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,551 shares; 2024Q4: 14,380 shares; 2025Q1: 16,176 shares; 2025Q2: 17,913 shares; 2025Q3: 18,332 shares; 2025Q4: 21,131 shares; 2026Q1: 20,077 shares; 2026Q2: 20,632 shares 20,632 $2.2M 0.01% +555 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,320 shares; 2024Q4: 21,683 shares; 2025Q1: 21,048 shares; 2025Q2: 21,431 shares; 2025Q3: 21,155 shares; 2025Q4: 22,256 shares; 2026Q1: 32,853 shares; 2026Q2: 40,575 shares 40,575 $2.2M 0.01% +7,722 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,938 shares; 2024Q4: 7,623 shares; 2025Q1: 7,942 shares; 2025Q2: 7,608 shares; 2025Q3: 8,278 shares; 2025Q4: 9,356 shares; 2026Q1: 11,335 shares; 2026Q2: 11,947 shares 11,947 $2.19M 0.01% +612 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,608 shares; 2024Q4: 156,888 shares; 2025Q1: 163,164 shares; 2025Q2: 158,531 shares; 2025Q3: 154,845 shares; 2025Q4: 146,722 shares; 2026Q1: 115,220 shares; 2026Q2: 99,428 shares 99,428 $2.18M 0.01% -15,792 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: 24,471 shares; 2024Q4: 24,958 shares; 2025Q1: 22,682 shares; 2025Q2: 23,943 shares; 2025Q3: 21,680 shares; 2025Q4: 22,458 shares; 2026Q1: 23,227 shares; 2026Q2: 23,257 shares 23,257 $2.18M 0.01% +30 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: 7,275 shares; 2024Q4: 7,226 shares; 2025Q1: 6,583 shares; 2025Q2: 5,578 shares; 2025Q3: 4,954 shares; 2025Q4: 4,852 shares; 2026Q1: 4,829 shares; 2026Q2: 4,122 shares 4,122 $2.15M 0.01% -707 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: 18,941 shares; 2024Q4: 23,309 shares; 2025Q1: 17,909 shares; 2025Q2: 16,912 shares; 2025Q3: 16,816 shares; 2025Q4: 15,334 shares; 2026Q1: 18,377 shares; 2026Q2: 21,108 shares 21,108 $2.12M 0.01% +2,731 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,364 shares; 2024Q4: 49,841 shares; 2025Q1: 58,674 shares; 2025Q2: 62,924 shares; 2025Q3: 64,669 shares; 2025Q4: 65,048 shares; 2026Q1: 66,614 shares; 2026Q2: 71,085 shares 71,085 $2.11M 0.01% +4,471 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: 15,970 shares; 2024Q4: 15,511 shares; 2025Q1: 15,381 shares; 2025Q2: 13,534 shares; 2025Q3: 14,294 shares; 2025Q4: 12,250 shares; 2026Q1: 13,410 shares; 2026Q2: 13,793 shares 13,793 $2.09M 0.01% +383 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: 2,664 shares; 2024Q4: 2,575 shares; 2025Q1: 3,726 shares; 2025Q2: 3,869 shares; 2025Q3: 4,141 shares; 2025Q4: 4,087 shares; 2026Q1: 4,206 shares; 2026Q2: 4,624 shares 4,624 $2.06M 0.01% +418 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: not reported; 2024Q4: 14,547 shares; 2025Q1: 5,932 shares; 2025Q2: 9,794 shares; 2025Q3: 15,344 shares; 2025Q4: 9,238 shares; 2026Q1: 16,409 shares; 2026Q2: 13,072 shares 13,072 $2.05M 0.01% -3,337 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: 16,064 shares; 2024Q4: 16,943 shares; 2025Q1: 19,037 shares; 2025Q2: 18,850 shares; 2025Q3: 17,651 shares; 2025Q4: 17,212 shares; 2026Q1: 73,788 shares; 2026Q2: 18,280 shares 18,280 $2.04M 0.01% -55,508 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: 8,882 shares; 2024Q4: 8,837 shares; 2025Q1: 8,914 shares; 2025Q2: 8,437 shares; 2025Q3: 8,318 shares; 2025Q4: 8,166 shares; 2026Q1: 7,742 shares; 2026Q2: 8,297 shares 8,297 $2.04M 0.01% +555 Timeline GDX 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: 38,797 shares; 2024Q4: 24,894 shares; 2025Q1: 24,894 shares; 2025Q2: 25,457 shares; 2025Q3: 26,482 shares; 2025Q4: 26,482 shares; 2026Q1: 26,939 shares; 2026Q2: 26,789 shares 26,789 $2.02M 0.01% -150 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,668 shares; 2025Q4: 22,874 shares; 2026Q1: 40,376 shares; 2026Q2: 47,389 shares 47,389 $2.01M 0.01% +7,013 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,225 shares; 2024Q4: 231,848 shares; 2025Q1: 236,878 shares; 2025Q2: 236,458 shares; 2025Q3: 196,731 shares; 2025Q4: 210,154 shares; 2026Q1: 207,523 shares; 2026Q2: 214,267 shares 214,267 $2M 0.01% +6,744 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: 6,895 shares; 2024Q4: 7,181 shares; 2025Q1: 7,788 shares; 2025Q2: 7,459 shares; 2025Q3: 7,536 shares; 2025Q4: 8,918 shares; 2026Q1: 10,276 shares; 2026Q2: 9,856 shares 9,856 $1.99M 0.01% -420 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,884 shares; 2024Q4: 1,924 shares; 2025Q1: 1,912 shares; 2025Q2: 1,910 shares; 2025Q3: 1,814 shares; 2025Q4: 1,820 shares; 2026Q1: 3,876 shares; 2026Q2: 5,268 shares 5,268 $1.98M 0.01% +1,392 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: 10,131 shares; 2024Q4: 5,634 shares; 2025Q1: 6,106 shares; 2025Q2: 5,459 shares; 2025Q3: 4,859 shares; 2025Q4: 6,823 shares; 2026Q1: 8,850 shares; 2026Q2: 12,835 shares 12,835 $1.97M 0.01% +3,985 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: 19,704 shares; 2024Q4: 19,256 shares; 2025Q1: 19,138 shares; 2025Q2: 19,013 shares; 2025Q3: 18,228 shares; 2025Q4: 17,578 shares; 2026Q1: 19,853 shares; 2026Q2: 23,784 shares 23,784 $1.91M 0.01% +3,931 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,661 shares; 2024Q4: 38,585 shares; 2025Q1: 37,721 shares; 2025Q2: 37,157 shares; 2025Q3: 36,935 shares; 2025Q4: 33,379 shares; 2026Q1: 20,015 shares; 2026Q2: 24,130 shares 24,130 $1.9M 0.01% +4,115 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: 48,940 shares; 2024Q4: 43,687 shares; 2025Q1: 38,588 shares; 2025Q2: 33,261 shares; 2025Q3: 29,641 shares; 2025Q4: 27,602 shares; 2026Q1: 23,540 shares; 2026Q2: 21,269 shares 21,269 $1.89M 0.01% -2,271 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,297 shares; 2024Q4: 55,361 shares; 2025Q1: 53,608 shares; 2025Q2: 48,007 shares; 2025Q3: 45,091 shares; 2025Q4: 37,359 shares; 2026Q1: 28,513 shares; 2026Q2: 24,195 shares 24,195 $1.87M 0.01% -4,318 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: 12,597 shares; 2026Q1: 19,368 shares; 2026Q2: 23,839 shares 23,839 $1.85M 0.01% +4,471 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,682 shares; 2024Q4: 9,021 shares; 2025Q1: 8,819 shares; 2025Q2: 8,739 shares; 2025Q3: 9,036 shares; 2025Q4: 9,103 shares; 2026Q1: 9,486 shares; 2026Q2: 9,558 shares 9,558 $1.85M 0.01% +72 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,127 shares; 2025Q3: 11,127 shares; 2025Q4: 11,127 shares; 2026Q1: 61,127 shares; 2026Q2: 61,127 shares 61,127 $1.84M 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,172 shares; 2024Q4: 11,248 shares; 2025Q1: 11,114 shares; 2025Q2: 10,964 shares; 2025Q3: 10,863 shares; 2025Q4: 10,853 shares; 2026Q1: 10,694 shares; 2026Q2: 12,076 shares 12,076 $1.84M 0.01% +1,382 Timeline