AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,674,034 shares; 2024Q4: 14,134,239 shares; 2025Q1: 14,436,742 shares; 2025Q2: 15,727,127 shares; 2025Q3: 16,414,338 shares; 2025Q4: 17,268,228 shares; 2026Q1: 17,695,216 shares; 2026Q2: 18,017,024 shares 18,017,024 $5.21B 5.48% +321,808 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: 16,082,830 shares; 2024Q4: 18,170,137 shares; 2025Q1: 18,947,765 shares; 2025Q2: 19,003,313 shares; 2025Q3: 21,145,717 shares; 2025Q4: 25,485,060 shares; 2026Q1: 26,182,385 shares; 2026Q2: 25,953,279 shares 25,953,279 $5.19B 5.45% -229,106 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,394,215 shares; 2024Q4: 4,536,926 shares; 2025Q1: 4,772,190 shares; 2025Q2: 4,959,031 shares; 2025Q3: 5,140,687 shares; 2025Q4: 5,428,997 shares; 2026Q1: 5,473,014 shares; 2026Q2: 5,571,768 shares 5,571,768 $4.17B 4.38% +98,754 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: 27,839,709 shares; 2024Q4: 28,664,739 shares; 2025Q1: 29,627,432 shares; 2025Q2: 30,654,506 shares; 2025Q3: 31,736,615 shares; 2025Q4: 32,997,394 shares; 2026Q1: 35,566,989 shares; 2026Q2: 37,068,072 shares 37,068,072 $2.64B 2.77% +1,501,083 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: 4,368,891 shares; 2024Q4: 4,157,979 shares; 2025Q1: 4,318,000 shares; 2025Q2: 4,707,317 shares; 2025Q3: 4,878,198 shares; 2025Q4: 5,374,644 shares; 2026Q1: 5,786,681 shares; 2026Q2: 5,468,639 shares 5,468,639 $2.04B 2.14% -318,042 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: 3,606,460 shares; 2024Q4: 3,743,694 shares; 2025Q1: 3,968,221 shares; 2025Q2: 4,096,516 shares; 2025Q3: 4,198,516 shares; 2025Q4: 4,419,825 shares; 2026Q1: 4,672,155 shares; 2026Q2: 4,585,539 shares 4,585,539 $1.64B 1.72% -86,616 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: 4,427,453 shares; 2024Q4: 4,538,997 shares; 2025Q1: 4,912,379 shares; 2025Q2: 5,266,121 shares; 2025Q3: 5,819,266 shares; 2025Q4: 6,264,907 shares; 2026Q1: 6,681,607 shares; 2026Q2: 6,573,838 shares 6,573,838 $1.57B 1.65% -107,769 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: 7,259,357 shares; 2024Q4: 7,968,950 shares; 2025Q1: 9,238,165 shares; 2025Q2: 9,817,500 shares; 2025Q3: 10,816,427 shares; 2025Q4: 12,060,633 shares; 2026Q1: 13,748,217 shares; 2026Q2: 14,864,310 shares 14,864,310 $1.47B 1.55% +1,116,093 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: 3,376,582 shares; 2024Q4: 3,502,307 shares; 2025Q1: 3,597,171 shares; 2025Q2: 3,838,173 shares; 2025Q3: 3,882,370 shares; 2025Q4: 3,867,019 shares; 2026Q1: 3,543,657 shares; 2026Q2: 3,565,721 shares 3,565,721 $1.35B 1.41% +22,064 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: 12,410,701 shares; 2024Q4: 12,824,258 shares; 2025Q1: 13,678,865 shares; 2025Q2: 13,961,480 shares; 2025Q3: 14,356,821 shares; 2025Q4: 15,042,290 shares; 2026Q1: 16,112,547 shares; 2026Q2: 16,401,450 shares 16,401,450 $1.26B 1.33% +288,903 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: 211,876 shares; 2024Q4: 220,722 shares; 2025Q1: 258,949 shares; 2025Q2: 262,074 shares; 2025Q3: 304,580 shares; 2025Q4: 364,298 shares; 2026Q1: 522,169 shares; 2026Q2: 945,793 shares 945,793 $1.09B 1.15% +423,624 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: 4,048,234 shares; 2024Q4: 4,060,266 shares; 2025Q1: 4,482,765 shares; 2025Q2: 4,659,847 shares; 2025Q3: 4,720,356 shares; 2025Q4: 5,055,379 shares; 2026Q1: 5,060,711 shares; 2026Q2: 4,957,163 shares 4,957,163 $1.08B 1.13% -103,548 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: 1,245,152 shares; 2024Q4: 1,284,758 shares; 2025Q1: 1,332,527 shares; 2025Q2: 1,385,062 shares; 2025Q3: 1,427,929 shares; 2025Q4: 1,509,172 shares; 2026Q1: 1,507,932 shares; 2026Q2: 1,435,507 shares 1,435,507 $1.07B 1.13% -72,425 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: 2,518,890 shares; 2024Q4: 2,679,863 shares; 2025Q1: 2,774,723 shares; 2025Q2: 3,130,571 shares; 2025Q3: 3,304,544 shares; 2025Q4: 3,028,638 shares; 2026Q1: 3,085,976 shares; 2026Q2: 3,158,977 shares 3,158,977 $1.03B 1.09% +73,001 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: 8,508,605 shares; 2024Q4: 8,774,559 shares; 2025Q1: 8,648,044 shares; 2025Q2: 8,983,504 shares; 2025Q3: 9,251,750 shares; 2025Q4: 9,726,760 shares; 2026Q1: 9,746,939 shares; 2026Q2: 10,178,869 shares 10,178,869 $983M 1.03% +431,930 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: 1,632,338 shares; 2024Q4: 1,651,458 shares; 2025Q1: 1,745,935 shares; 2025Q2: 1,786,816 shares; 2025Q3: 1,789,012 shares; 2025Q4: 1,832,360 shares; 2026Q1: 1,898,195 shares; 2026Q2: 11,171,893 shares 11,171,893 $962M 1.01% +9,273,698 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: 8,251,727 shares; 2024Q4: 9,718,320 shares; 2025Q1: 11,434,147 shares; 2025Q2: 12,555,562 shares; 2025Q3: 14,004,882 shares; 2025Q4: 16,120,286 shares; 2026Q1: 18,948,193 shares; 2026Q2: 20,743,278 shares 20,743,278 $957M 1.01% +1,795,085 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: 1,535,235 shares; 2024Q4: 1,656,972 shares; 2025Q1: 1,787,429 shares; 2025Q2: 2,050,428 shares; 2025Q3: 2,280,326 shares; 2025Q4: 2,389,216 shares; 2026Q1: 2,572,127 shares; 2026Q2: 2,475,279 shares 2,475,279 $875M 0.92% -96,848 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: 548,765 shares; 2024Q4: 563,676 shares; 2025Q1: 591,403 shares; 2025Q2: 623,353 shares; 2025Q3: 645,477 shares; 2025Q4: 663,979 shares; 2026Q1: 693,861 shares; 2026Q2: 716,755 shares 716,755 $860M 0.9% +22,894 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: 12,385,409 shares; 2024Q4: 12,705,607 shares; 2025Q1: 13,009,043 shares; 2025Q2: 13,177,456 shares; 2025Q3: 13,117,163 shares; 2025Q4: 13,043,354 shares; 2026Q1: 14,027,303 shares; 2026Q2: 14,143,575 shares 14,143,575 $844M 0.89% +116,272 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: 888,385 shares; 2024Q4: 949,713 shares; 2025Q1: 1,014,466 shares; 2025Q2: 1,129,516 shares; 2025Q3: 1,369,447 shares; 2025Q4: 1,467,617 shares; 2026Q1: 1,423,014 shares; 2026Q2: 1,428,971 shares 1,428,971 $805M 0.85% +5,957 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: 1,228,680 shares; 2024Q4: 2,151,934 shares; 2025Q1: 1,409,395 shares; 2025Q2: 1,452,035 shares; 2025Q3: 1,748,938 shares; 2025Q4: 1,825,358 shares; 2026Q1: 1,878,272 shares; 2026Q2: 1,893,990 shares 1,893,990 $797M 0.84% +15,718 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: 1,653,518 shares; 2024Q4: 3,869,358 shares; 2025Q1: 4,154,818 shares; 2025Q2: 4,355,243 shares; 2025Q3: 3,837,146 shares; 2025Q4: 3,521,902 shares; 2026Q1: 3,562,752 shares; 2026Q2: 2,868,833 shares 2,868,833 $733M 0.77% -693,919 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: 5,852,870 shares; 2024Q4: 6,175,049 shares; 2025Q1: 6,486,050 shares; 2025Q2: 7,090,503 shares; 2025Q3: 7,586,232 shares; 2025Q4: 8,338,176 shares; 2026Q1: 8,698,552 shares; 2026Q2: 8,850,651 shares 8,850,651 $732M 0.77% +152,099 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: 760,626 shares; 2024Q4: 982,519 shares; 2025Q1: 1,015,285 shares; 2025Q2: 1,060,981 shares; 2025Q3: 1,056,940 shares; 2025Q4: 1,084,500 shares; 2026Q1: 1,115,794 shares; 2026Q2: 981,334 shares 981,334 $723M 0.76% -134,460 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,344,922 shares; 2024Q4: 1,399,263 shares; 2025Q1: 1,548,750 shares; 2025Q2: 1,709,460 shares; 2025Q3: 1,836,151 shares; 2025Q4: 2,006,606 shares; 2026Q1: 2,133,931 shares; 2026Q2: 8,738,252 shares 8,738,252 $704M 0.74% +6,604,321 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: 1,323,883 shares; 2024Q4: 1,411,338 shares; 2025Q1: 1,570,085 shares; 2025Q2: 1,709,529 shares; 2025Q3: 1,823,575 shares; 2025Q4: 1,965,932 shares; 2026Q1: 2,215,685 shares; 2026Q2: 2,278,949 shares 2,278,949 $691M 0.73% +63,264 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: 1,578,249 shares; 2024Q4: 1,589,665 shares; 2025Q1: 1,631,814 shares; 2025Q2: 1,774,182 shares; 2025Q3: 1,797,872 shares; 2025Q4: 1,788,055 shares; 2026Q1: 1,854,681 shares; 2026Q2: 1,822,272 shares 1,822,272 $674M 0.71% -32,409 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,291,232 shares; 2024Q4: 17,176,803 shares; 2025Q1: 17,277,037 shares; 2025Q2: 17,810,580 shares; 2025Q3: 17,849,389 shares; 2025Q4: 20,078,592 shares; 2026Q1: 19,764,193 shares; 2026Q2: 19,308,603 shares 19,308,603 $653M 0.69% -455,590 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: 1,031,589 shares; 2024Q4: 1,052,104 shares; 2025Q1: 1,077,875 shares; 2025Q2: 1,093,676 shares; 2025Q3: 1,132,905 shares; 2025Q4: 1,216,150 shares; 2026Q1: 1,256,077 shares; 2026Q2: 1,244,906 shares 1,244,906 $623M 0.65% -11,171 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: 753,118 shares; 2024Q4: 757,409 shares; 2025Q1: 782,836 shares; 2025Q2: 810,912 shares; 2025Q3: 834,508 shares; 2025Q4: 858,740 shares; 2026Q1: 898,405 shares; 2026Q2: 816,784 shares 816,784 $561M 0.59% -81,621 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: 52,495 shares; 2024Q4: 53,648 shares; 2025Q1: 83,398 shares; 2025Q2: 425,950 shares; 2025Q3: 463,346 shares; 2025Q4: 499,287 shares; 2026Q1: 552,162 shares; 2026Q2: 461,705 shares 461,705 $542M 0.57% -90,457 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857,165 shares; 2024Q4: 361,393 shares; 2025Q1: 2,121,606 shares; 2025Q2: 2,142,105 shares; 2025Q3: 2,099,592 shares; 2025Q4: 2,433,623 shares; 2026Q1: 4,645,974 shares; 2026Q2: 4,681,672 shares 4,681,672 $539M 0.57% +35,698 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: 3,580,291 shares; 2024Q4: 3,728,779 shares; 2025Q1: 3,969,079 shares; 2025Q2: 4,186,456 shares; 2025Q3: 4,346,434 shares; 2025Q4: 4,685,015 shares; 2026Q1: 4,909,217 shares; 2026Q2: 4,743,493 shares 4,743,493 $537M 0.56% -165,724 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: 1,576,952 shares; 2024Q4: 1,615,121 shares; 2025Q1: 1,692,210 shares; 2025Q2: 1,793,476 shares; 2025Q3: 1,844,069 shares; 2025Q4: 1,899,142 shares; 2026Q1: 1,928,325 shares; 2026Q2: 1,940,998 shares 1,940,998 $493M 0.52% +12,673 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: 360,843 shares; 2024Q4: 401,051 shares; 2025Q1: 434,236 shares; 2025Q2: 460,099 shares; 2025Q3: 494,823 shares; 2025Q4: 537,549 shares; 2026Q1: 624,406 shares; 2026Q2: 637,275 shares 637,275 $486M 0.51% +12,869 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: 350,890 shares; 2024Q4: 285,710 shares; 2025Q1: 273,073 shares; 2025Q2: 291,013 shares; 2025Q3: 288,063 shares; 2025Q4: 308,823 shares; 2026Q1: 502,097 shares; 2026Q2: 649,877 shares 649,877 $470M 0.49% +147,780 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: 3,758,438 shares; 2024Q4: 3,668,595 shares; 2025Q1: 3,662,628 shares; 2025Q2: 3,617,068 shares; 2025Q3: 3,604,139 shares; 2025Q4: 3,665,537 shares; 2026Q1: 3,565,694 shares; 2026Q2: 3,269,520 shares 3,269,520 $450M 0.47% -296,174 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: 2,632,660 shares; 2024Q4: 2,704,481 shares; 2025Q1: 2,879,222 shares; 2025Q2: 2,940,450 shares; 2025Q3: 2,943,575 shares; 2025Q4: 2,833,423 shares; 2026Q1: 2,940,512 shares; 2026Q2: 2,841,060 shares 2,841,060 $417M 0.44% -99,452 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: 895,130 shares; 2024Q4: 914,380 shares; 2025Q1: 1,014,919 shares; 2025Q2: 1,037,140 shares; 2025Q3: 1,053,171 shares; 2025Q4: 1,071,393 shares; 2026Q1: 1,076,357 shares; 2026Q2: 1,094,241 shares 1,094,241 $396M 0.42% +17,884 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: 1,709,370 shares; 2024Q4: 1,705,947 shares; 2025Q1: 787,538 shares; 2025Q2: 890,633 shares; 2025Q3: 652,818 shares; 2025Q4: 631,957 shares; 2026Q1: 747,258 shares; 2026Q2: 678,695 shares 678,695 $394M 0.41% -68,563 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: 347,119 shares; 2024Q4: 356,151 shares; 2025Q1: 357,112 shares; 2025Q2: 393,957 shares; 2025Q3: 399,894 shares; 2025Q4: 396,333 shares; 2026Q1: 437,088 shares; 2026Q2: 419,996 shares 419,996 $393M 0.41% -17,092 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: 927,657 shares; 2025Q1: 950,812 shares; 2025Q2: 975,510 shares; 2025Q3: 978,956 shares; 2025Q4: 921,242 shares; 2026Q1: 907,874 shares; 2026Q2: 884,666 shares 884,666 $383M 0.4% -23,208 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: 142,600 shares; 2024Q4: 143,217 shares; 2025Q1: 155,138 shares; 2025Q2: 160,817 shares; 2025Q3: 162,362 shares; 2025Q4: 153,222 shares; 2026Q1: 124,766 shares; 2026Q2: 1,254,871 shares 1,254,871 $378M 0.4% +1,130,105 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: 760,418 shares; 2024Q4: 1,000,678 shares; 2025Q1: 1,135,461 shares; 2025Q2: 1,099,433 shares; 2025Q3: 1,072,139 shares; 2025Q4: 1,369,062 shares; 2026Q1: 1,451,983 shares; 2026Q2: 1,497,825 shares 1,497,825 $369M 0.39% +45,842 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: 1,296,330 shares; 2024Q4: 1,318,519 shares; 2025Q1: 1,354,285 shares; 2025Q2: 1,390,390 shares; 2025Q3: 1,268,527 shares; 2025Q4: 1,500,049 shares; 2026Q1: 1,671,419 shares; 2026Q2: 2,429,911 shares 2,429,911 $368M 0.39% +758,492 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: 856,072 shares; 2024Q4: 883,689 shares; 2025Q1: 926,384 shares; 2025Q2: 1,060,959 shares; 2025Q3: 1,022,505 shares; 2025Q4: 1,010,957 shares; 2026Q1: 1,059,618 shares; 2026Q2: 1,055,840 shares 1,055,840 $362M 0.38% -3,778 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673,320 shares; 2024Q4: 1,795,029 shares; 2025Q1: 2,738,173 shares; 2025Q2: 2,492,387 shares; 2025Q3: 2,527,966 shares; 2025Q4: 2,753,230 shares; 2026Q1: 2,795,221 shares; 2026Q2: 2,781,786 shares 2,781,786 $357M 0.38% -13,435 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: 1,754,222 shares; 2024Q4: 1,819,147 shares; 2025Q1: 2,233,977 shares; 2025Q2: 2,357,497 shares; 2025Q3: 2,433,191 shares; 2025Q4: 2,555,313 shares; 2026Q1: 2,583,593 shares; 2026Q2: 2,533,698 shares 2,533,698 $346M 0.36% -49,895 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: 1,057,190 shares; 2024Q4: 1,082,859 shares; 2025Q1: 1,110,497 shares; 2025Q2: 1,164,283 shares; 2025Q3: 1,339,689 shares; 2025Q4: 1,370,393 shares; 2026Q1: 1,316,270 shares; 2026Q2: 1,371,290 shares 1,371,290 $345M 0.36% +55,020 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: 224,953 shares; 2024Q4: 231,214 shares; 2025Q1: 240,807 shares; 2025Q2: 295,642 shares; 2025Q3: 307,029 shares; 2025Q4: 322,922 shares; 2026Q1: 320,709 shares; 2026Q2: 308,771 shares 308,771 $329M 0.35% -11,938 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: 555,389 shares; 2024Q4: 574,594 shares; 2025Q1: 577,867 shares; 2025Q2: 598,857 shares; 2025Q3: 603,846 shares; 2025Q4: 648,675 shares; 2026Q1: 634,854 shares; 2026Q2: 631,340 shares 631,340 $324M 0.34% -3,514 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659,047 shares; 2024Q4: 7,950,753 shares; 2025Q1: 8,247,544 shares; 2025Q2: 8,687,414 shares; 2025Q3: 8,773,478 shares; 2025Q4: 9,103,028 shares; 2026Q1: 9,175,772 shares; 2026Q2: 9,144,880 shares 9,144,880 $318M 0.33% -30,892 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: 3,326,538 shares; 2024Q4: 10,168,084 shares; 2025Q1: 9,874,440 shares; 2025Q2: 9,628,895 shares; 2025Q3: 9,584,115 shares; 2025Q4: 10,235,455 shares; 2026Q1: 10,381,527 shares; 2026Q2: 10,313,474 shares 10,313,474 $304M 0.32% -68,053 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: 2,958,301 shares; 2024Q4: 2,953,043 shares; 2025Q1: 2,926,968 shares; 2025Q2: 3,047,023 shares; 2025Q3: 2,784,997 shares; 2025Q4: 3,277,441 shares; 2026Q1: 3,127,682 shares; 2026Q2: 2,891,642 shares 2,891,642 $300M 0.32% -236,040 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: 1,279,876 shares; 2024Q4: 1,429,938 shares; 2025Q1: 1,427,487 shares; 2025Q2: 1,407,483 shares; 2025Q3: 1,385,233 shares; 2025Q4: 1,392,298 shares; 2026Q1: 1,363,406 shares; 2026Q2: 1,241,734 shares 1,241,734 $294M 0.31% -121,672 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354,619 shares; 2024Q4: 1,497,299 shares; 2025Q1: 1,587,297 shares; 2025Q2: 1,496,630 shares; 2025Q3: 1,460,755 shares; 2025Q4: 1,466,054 shares; 2026Q1: 1,393,999 shares; 2026Q2: 992,209 shares 992,209 $288M 0.3% -401,790 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: 1,607,868 shares; 2024Q4: 1,687,195 shares; 2025Q1: 1,682,137 shares; 2025Q2: 1,833,145 shares; 2025Q3: 1,606,483 shares; 2025Q4: 1,622,905 shares; 2026Q1: 1,664,863 shares; 2026Q2: 1,734,558 shares 1,734,558 $288M 0.3% +69,695 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: 44,460 shares; 2024Q4: 46,334 shares; 2025Q1: 317,335 shares; 2025Q2: 506,026 shares; 2025Q3: 556,595 shares; 2025Q4: 721,018 shares; 2026Q1: 711,127 shares; 2026Q2: 763,085 shares 763,085 $286M 0.3% +51,958 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: 754,365 shares; 2024Q4: 751,130 shares; 2025Q1: 778,807 shares; 2025Q2: 1,557,443 shares; 2025Q3: 1,595,635 shares; 2025Q4: 1,606,077 shares; 2026Q1: 4,204,660 shares; 2026Q2: 5,897,822 shares 5,897,822 $283M 0.3% +1,693,162 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: 158,765 shares; 2024Q4: 168,603 shares; 2025Q1: 182,636 shares; 2025Q2: 191,264 shares; 2025Q3: 204,054 shares; 2025Q4: 221,808 shares; 2026Q1: 245,167 shares; 2026Q2: 394,628 shares 394,628 $281M 0.3% +149,461 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: 2,521,446 shares; 2024Q4: 2,709,626 shares; 2025Q1: 2,806,549 shares; 2025Q2: 3,027,456 shares; 2025Q3: 3,139,132 shares; 2025Q4: 3,166,107 shares; 2026Q1: 3,193,065 shares; 2026Q2: 3,186,646 shares 3,186,646 $280M 0.29% -6,419 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 35 shares; 2025Q1: 274 shares; 2025Q2: 311 shares; 2025Q3: 348 shares; 2025Q4: 346 shares; 2026Q1: 350 shares; 2026Q2: 369 shares 369 $276M 0.29% +19 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518,971 shares; 2024Q4: 8,924,084 shares; 2025Q1: 8,900,370 shares; 2025Q2: 8,822,688 shares; 2025Q3: 8,917,283 shares; 2025Q4: 8,951,435 shares; 2026Q1: 9,995,681 shares; 2026Q2: 9,681,325 shares 9,681,325 $268M 0.28% -314,356 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: 500,179 shares; 2024Q4: 610,598 shares; 2025Q1: 816,583 shares; 2025Q2: 920,207 shares; 2025Q3: 1,116,617 shares; 2025Q4: 1,252,363 shares; 2026Q1: 1,962,003 shares; 2026Q2: 2,264,855 shares 2,264,855 $264M 0.28% +302,852 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: 1,846,431 shares; 2024Q4: 2,070,959 shares; 2025Q1: 2,193,296 shares; 2025Q2: 2,301,923 shares; 2025Q3: 2,354,612 shares; 2025Q4: 2,400,080 shares; 2026Q1: 2,408,984 shares; 2026Q2: 2,221,449 shares 2,221,449 $261M 0.27% -187,535 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: 64,180 shares; 2024Q4: 583,032 shares; 2025Q1: 472,558 shares; 2025Q2: 480,148 shares; 2025Q3: 482,982 shares; 2025Q4: 494,907 shares; 2026Q1: 2,037,091 shares; 2026Q2: 2,161,388 shares 2,161,388 $254M 0.27% +124,297 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156,821 shares; 2024Q4: 1,649,549 shares; 2025Q1: 2,419,330 shares; 2025Q2: 2,634,980 shares; 2025Q3: 2,938,811 shares; 2025Q4: 3,632,956 shares; 2026Q1: 4,727,615 shares; 2026Q2: 5,400,464 shares 5,400,464 $253M 0.27% +672,849 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: 211,965 shares; 2024Q4: 222,948 shares; 2025Q1: 373,193 shares; 2025Q2: 417,466 shares; 2025Q3: 545,078 shares; 2025Q4: 562,632 shares; 2026Q1: 563,809 shares; 2026Q2: 521,480 shares 521,480 $249M 0.26% -42,329 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369,092 shares; 2024Q4: 2,467,182 shares; 2025Q1: 2,547,371 shares; 2025Q2: 2,666,045 shares; 2025Q3: 2,804,678 shares; 2025Q4: 2,875,927 shares; 2026Q1: 2,971,912 shares; 2026Q2: 3,159,120 shares 3,159,120 $249M 0.26% +187,208 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: 910,299 shares; 2024Q4: 971,892 shares; 2025Q1: 1,018,551 shares; 2025Q2: 1,095,891 shares; 2025Q3: 1,136,584 shares; 2025Q4: 1,129,019 shares; 2026Q1: 1,127,180 shares; 2026Q2: 699,267 shares 699,267 $247M 0.26% -427,913 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: 559,161 shares; 2024Q4: 546,201 shares; 2025Q1: 563,439 shares; 2025Q2: 579,441 shares; 2025Q3: 578,768 shares; 2025Q4: 584,629 shares; 2026Q1: 567,884 shares; 2026Q2: 1,984,815 shares 1,984,815 $246M 0.26% +1,416,931 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: 1,743,125 shares; 2024Q4: 1,804,791 shares; 2025Q1: 1,748,838 shares; 2025Q2: 1,745,765 shares; 2025Q3: 1,737,543 shares; 2025Q4: 1,742,455 shares; 2026Q1: 1,734,841 shares; 2026Q2: 1,645,376 shares 1,645,376 $244M 0.26% -89,465 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: 2,524,812 shares; 2024Q4: 2,998,344 shares; 2025Q1: 3,142,242 shares; 2025Q2: 3,258,439 shares; 2025Q3: 3,542,195 shares; 2025Q4: 3,957,789 shares; 2026Q1: 4,267,150 shares; 2026Q2: 4,779,573 shares 4,779,573 $242M 0.25% +512,423 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: 670,807 shares; 2024Q4: 708,805 shares; 2025Q1: 640,124 shares; 2025Q2: 627,185 shares; 2025Q3: 656,707 shares; 2025Q4: 673,232 shares; 2026Q1: 675,655 shares; 2026Q2: 799,545 shares 799,545 $240M 0.25% +123,890 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: 1,106,232 shares; 2024Q4: 1,106,614 shares; 2025Q1: 1,096,426 shares; 2025Q2: 1,113,524 shares; 2025Q3: 1,116,038 shares; 2025Q4: 1,191,076 shares; 2026Q1: 1,126,708 shares; 2026Q2: 1,052,224 shares 1,052,224 $239M 0.25% -74,484 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: 123,902 shares; 2024Q4: 126,250 shares; 2025Q1: 138,540 shares; 2025Q2: 151,344 shares; 2025Q3: 159,069 shares; 2025Q4: 1,660,086 shares; 2026Q1: 2,703,091 shares; 2026Q2: 3,286,132 shares 3,286,132 $235M 0.25% +583,041 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: 75,051 shares; 2024Q4: 75,243 shares; 2025Q1: 299,204 shares; 2025Q2: 357,470 shares; 2025Q3: 387,445 shares; 2025Q4: 393,231 shares; 2026Q1: 444,481 shares; 2026Q2: 452,125 shares 452,125 $235M 0.25% +7,644 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: 2,206,615 shares; 2024Q4: 2,212,272 shares; 2025Q1: 2,307,685 shares; 2025Q2: 2,414,125 shares; 2025Q3: 2,562,515 shares; 2025Q4: 2,601,225 shares; 2026Q1: 2,479,197 shares; 2026Q2: 2,455,521 shares 2,455,521 $234M 0.25% -23,676 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: 503,559 shares; 2024Q4: 505,935 shares; 2025Q1: 508,740 shares; 2025Q2: 535,883 shares; 2025Q3: 535,599 shares; 2025Q4: 546,824 shares; 2026Q1: 580,691 shares; 2026Q2: 566,204 shares 566,204 $232M 0.24% -14,487 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: 1,705,736 shares; 2024Q4: 1,932,089 shares; 2025Q1: 1,987,573 shares; 2025Q2: 1,897,180 shares; 2025Q3: 1,878,029 shares; 2025Q4: 2,048,932 shares; 2026Q1: 2,108,214 shares; 2026Q2: 2,096,093 shares 2,096,093 $226M 0.24% -12,121 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: 902,247 shares; 2024Q4: 949,602 shares; 2025Q1: 993,065 shares; 2025Q2: 1,042,134 shares; 2025Q3: 1,081,027 shares; 2025Q4: 1,179,388 shares; 2026Q1: 1,222,327 shares; 2026Q2: 1,311,840 shares 1,311,840 $222M 0.23% +89,513 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: 27,044 shares; 2024Q4: 31,281 shares; 2025Q1: 1,130,628 shares; 2025Q2: 2,462,277 shares; 2025Q3: 2,599,122 shares; 2025Q4: 2,679,161 shares; 2026Q1: 2,791,500 shares; 2026Q2: 2,814,800 shares 2,814,800 $222M 0.23% +23,300 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: 2,318,259 shares; 2024Q4: 8,210,530 shares; 2025Q1: 8,235,659 shares; 2025Q2: 7,836,326 shares; 2025Q3: 7,253,548 shares; 2025Q4: 6,899,443 shares; 2026Q1: 7,606,319 shares; 2026Q2: 6,973,748 shares 6,973,748 $221M 0.23% -632,571 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: 345,103 shares; 2024Q4: 359,268 shares; 2025Q1: 377,633 shares; 2025Q2: 399,446 shares; 2025Q3: 413,981 shares; 2025Q4: 419,635 shares; 2026Q1: 413,771 shares; 2026Q2: 446,447 shares 446,447 $219M 0.23% +32,676 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: 613,851 shares; 2024Q4: 522,541 shares; 2025Q1: 559,803 shares; 2025Q2: 533,081 shares; 2025Q3: 564,196 shares; 2025Q4: 554,587 shares; 2026Q1: 2,121,331 shares; 2026Q2: 2,375,832 shares 2,375,832 $219M 0.23% +254,501 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: 684,599 shares; 2024Q4: 740,287 shares; 2025Q1: 752,057 shares; 2025Q2: 805,741 shares; 2025Q3: 820,743 shares; 2025Q4: 846,008 shares; 2026Q1: 837,902 shares; 2026Q2: 803,614 shares 803,614 $217M 0.23% -34,288 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: 635,723 shares; 2024Q4: 656,303 shares; 2025Q1: 698,295 shares; 2025Q2: 776,800 shares; 2025Q3: 821,889 shares; 2025Q4: 786,974 shares; 2026Q1: 655,145 shares; 2026Q2: 723,682 shares 723,682 $216M 0.23% +68,537 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: 544,311 shares; 2024Q4: 571,002 shares; 2025Q1: 584,416 shares; 2025Q2: 591,883 shares; 2025Q3: 605,092 shares; 2025Q4: 606,408 shares; 2026Q1: 726,690 shares; 2026Q2: 683,511 shares 683,511 $215M 0.23% -43,179 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134,149 shares; 2024Q4: 1,169,659 shares; 2025Q1: 1,585,877 shares; 2025Q2: 1,987,532 shares; 2025Q3: 2,362,710 shares; 2025Q4: 2,711,729 shares; 2026Q1: 2,994,330 shares; 2026Q2: 2,618,024 shares 2,618,024 $214M 0.23% -376,306 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: 1,908,540 shares; 2024Q4: 1,905,778 shares; 2025Q1: 2,007,756 shares; 2025Q2: 1,986,264 shares; 2025Q3: 1,991,438 shares; 2025Q4: 1,986,060 shares; 2026Q1: 2,120,019 shares; 2026Q2: 2,222,799 shares 2,222,799 $214M 0.23% +102,780 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: 5,332 shares; 2024Q4: 5,462 shares; 2025Q1: 6,486 shares; 2025Q2: 4,219 shares; 2025Q3: 309,556 shares; 2025Q4: 314,376 shares; 2026Q1: 329,181 shares; 2026Q2: 317,467 shares 317,467 $212M 0.22% -11,714 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: 144,066 shares; 2024Q4: 153,037 shares; 2025Q1: 162,117 shares; 2025Q2: 169,438 shares; 2025Q3: 175,592 shares; 2025Q4: 180,439 shares; 2026Q1: 197,078 shares; 2026Q2: 209,144 shares 209,144 $212M 0.22% +12,066 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,934,577 shares; 2024Q4: 5,142,599 shares; 2025Q1: 4,495,888 shares; 2025Q2: 4,418,246 shares; 2025Q3: 4,449,247 shares; 2025Q4: 4,659,049 shares; 2026Q1: 4,474,043 shares; 2026Q2: 4,164,706 shares 4,164,706 $210M 0.22% -309,337 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: 460,630 shares; 2024Q4: 466,542 shares; 2025Q1: 475,805 shares; 2025Q2: 525,269 shares; 2025Q3: 573,964 shares; 2025Q4: 588,298 shares; 2026Q1: 603,947 shares; 2026Q2: 582,014 shares 582,014 $200M 0.21% -21,933 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: 263,359 shares; 2024Q4: 554,578 shares; 2025Q1: 598,389 shares; 2025Q2: 655,550 shares; 2025Q3: 674,525 shares; 2025Q4: 709,685 shares; 2026Q1: 614,174 shares; 2026Q2: 579,977 shares 579,977 $198M 0.21% -34,197 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: 998,203 shares; 2024Q4: 889,930 shares; 2025Q1: 975,227 shares; 2025Q2: 1,016,477 shares; 2025Q3: 1,271,092 shares; 2025Q4: 1,391,031 shares; 2026Q1: 1,360,674 shares; 2026Q2: 1,393,260 shares 1,393,260 $195M 0.2% +32,586 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: 695,433 shares; 2024Q4: 727,396 shares; 2025Q1: 763,091 shares; 2025Q2: 790,806 shares; 2025Q3: 844,296 shares; 2025Q4: 875,721 shares; 2026Q1: 896,855 shares; 2026Q2: 927,484 shares 927,484 $194M 0.2% +30,629 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: 218,938 shares; 2024Q4: 217,625 shares; 2025Q1: 244,167 shares; 2025Q2: 299,460 shares; 2025Q3: 330,770 shares; 2025Q4: 374,972 shares; 2026Q1: 524,925 shares; 2026Q2: 514,297 shares 514,297 $192M 0.2% -10,628 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160,593 shares; 2024Q4: 3,050,311 shares; 2025Q1: 2,888,439 shares; 2025Q2: 2,816,348 shares; 2025Q3: 2,643,106 shares; 2025Q4: 2,598,771 shares; 2026Q1: 2,718,697 shares; 2026Q2: 2,527,648 shares 2,527,648 $192M 0.2% -191,049 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: 499,544 shares; 2024Q4: 506,132 shares; 2025Q1: 430,869 shares; 2025Q2: 385,043 shares; 2025Q3: 418,029 shares; 2025Q4: 422,016 shares; 2026Q1: 428,226 shares; 2026Q2: 459,487 shares 459,487 $191M 0.2% +31,261 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: 1,608,961 shares; 2024Q4: 1,639,655 shares; 2025Q1: 1,700,229 shares; 2025Q2: 1,735,279 shares; 2025Q3: 1,733,034 shares; 2025Q4: 1,775,314 shares; 2026Q1: 1,748,719 shares; 2026Q2: 1,727,554 shares 1,727,554 $191M 0.2% -21,165 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,276,664 shares; 2024Q4: 2,436,602 shares; 2025Q1: 2,876,620 shares; 2025Q2: 3,199,194 shares; 2025Q3: 3,544,648 shares; 2025Q4: 3,858,052 shares; 2026Q1: 4,279,724 shares; 2026Q2: 4,350,104 shares 4,350,104 $179M 0.19% +70,380 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: 526,722 shares; 2024Q4: 556,618 shares; 2025Q1: 523,733 shares; 2025Q2: 546,443 shares; 2025Q3: 560,005 shares; 2025Q4: 1,084,520 shares; 2026Q1: 1,046,587 shares; 2026Q2: 926,406 shares 926,406 $176M 0.19% -120,181 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299,451 shares; 2024Q4: 3,413,922 shares; 2025Q1: 3,764,583 shares; 2025Q2: 3,777,597 shares; 2025Q3: 3,961,957 shares; 2025Q4: 4,142,087 shares; 2026Q1: 4,257,033 shares; 2026Q2: 4,358,277 shares 4,358,277 $175M 0.18% +101,244 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: 1,106,683 shares; 2024Q4: 1,115,921 shares; 2025Q1: 1,101,726 shares; 2025Q2: 1,114,306 shares; 2025Q3: 1,119,988 shares; 2025Q4: 1,139,382 shares; 2026Q1: 1,096,242 shares; 2026Q2: 1,053,377 shares 1,053,377 $173M 0.18% -42,865 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: 281,282 shares; 2024Q4: 359,504 shares; 2025Q1: 446,801 shares; 2025Q2: 472,467 shares; 2025Q3: 497,089 shares; 2025Q4: 515,037 shares; 2026Q1: 550,311 shares; 2026Q2: 611,768 shares 611,768 $172M 0.18% +61,457 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: 996,549 shares; 2025Q1: 874,389 shares; 2025Q2: 941,060 shares; 2025Q3: 851,490 shares; 2025Q4: 992,702 shares; 2026Q1: 1,036,165 shares; 2026Q2: 1,007,006 shares 1,007,006 $171M 0.18% -29,159 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: 2,149,094 shares; 2024Q4: 2,133,630 shares; 2025Q1: 2,154,678 shares; 2025Q2: 2,129,124 shares; 2025Q3: 2,411,850 shares; 2025Q4: 2,599,852 shares; 2026Q1: 2,741,434 shares; 2026Q2: 2,912,278 shares 2,912,278 $166M 0.17% +170,844 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: 3,026,837 shares; 2024Q4: 3,131,016 shares; 2025Q1: 3,302,798 shares; 2025Q2: 3,186,775 shares; 2025Q3: 3,080,462 shares; 2025Q4: 3,135,416 shares; 2026Q1: 2,984,153 shares; 2026Q2: 3,028,669 shares 3,028,669 $164M 0.17% +44,516 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388,059 shares; 2024Q4: 2,368,661 shares; 2025Q1: 2,226,741 shares; 2025Q2: 2,123,820 shares; 2025Q3: 2,136,786 shares; 2025Q4: 2,316,179 shares; 2026Q1: 2,462,918 shares; 2026Q2: 1,853,216 shares 1,853,216 $163M 0.17% -609,702 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: 1,306,823 shares; 2024Q4: 1,404,724 shares; 2025Q1: 1,480,383 shares; 2025Q2: 1,851,930 shares; 2025Q3: 1,884,053 shares; 2025Q4: 1,951,330 shares; 2026Q1: 2,134,839 shares; 2026Q2: 2,002,531 shares 2,002,531 $163M 0.17% -132,308 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539,654 shares; 2024Q4: 1,571,454 shares; 2025Q1: 1,614,483 shares; 2025Q2: 1,653,331 shares; 2025Q3: 1,753,513 shares; 2025Q4: 1,878,718 shares; 2026Q1: 2,000,360 shares; 2026Q2: 2,020,987 shares 2,020,987 $155M 0.16% +20,627 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: 1,013,489 shares; 2024Q4: 1,072,872 shares; 2025Q1: 1,141,501 shares; 2025Q2: 1,181,996 shares; 2025Q3: 1,186,115 shares; 2025Q4: 1,123,458 shares; 2026Q1: 1,034,224 shares; 2026Q2: 1,057,648 shares 1,057,648 $155M 0.16% +23,424 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: 327,032 shares; 2024Q4: 340,747 shares; 2025Q1: 356,853 shares; 2025Q2: 371,861 shares; 2025Q3: 376,517 shares; 2025Q4: 374,987 shares; 2026Q1: 379,801 shares; 2026Q2: 351,087 shares 351,087 $150M 0.16% -28,714 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: 20,021 shares; 2024Q4: 26,803 shares; 2025Q1: 26,960 shares; 2025Q2: 18,692 shares; 2025Q3: 20,275 shares; 2025Q4: 25,341 shares; 2026Q1: 40,016 shares; 2026Q2: 608,615 shares 608,615 $147M 0.15% +568,599 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,334,257 shares; 2024Q4: 3,300,768 shares; 2025Q1: 3,548,957 shares; 2025Q2: 3,744,938 shares; 2025Q3: 3,701,458 shares; 2025Q4: 3,764,666 shares; 2026Q1: 4,117,890 shares; 2026Q2: 3,300,037 shares 3,300,037 $146M 0.15% -817,853 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,920 shares; 2024Q4: 726,763 shares; 2025Q1: 666,935 shares; 2025Q2: 796,883 shares; 2025Q3: 815,172 shares; 2025Q4: 867,219 shares; 2026Q1: 888,630 shares; 2026Q2: 1,892,172 shares 1,892,172 $145M 0.15% +1,003,542 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480,181 shares; 2024Q4: 1,543,271 shares; 2025Q1: 1,570,807 shares; 2025Q2: 1,570,686 shares; 2025Q3: 1,600,059 shares; 2025Q4: 1,684,074 shares; 2026Q1: 2,113,128 shares; 2026Q2: 1,961,883 shares 1,961,883 $144M 0.15% -151,245 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: 711,405 shares; 2024Q4: 620,713 shares; 2025Q1: 593,225 shares; 2025Q2: 576,937 shares; 2025Q3: 548,397 shares; 2025Q4: 552,074 shares; 2026Q1: 553,551 shares; 2026Q2: 559,173 shares 559,173 $144M 0.15% +5,622 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,347 shares; 2024Q4: 251,940 shares; 2025Q1: 266,933 shares; 2025Q2: 292,032 shares; 2025Q3: 494,154 shares; 2025Q4: 548,060 shares; 2026Q1: 528,745 shares; 2026Q2: 557,779 shares 557,779 $143M 0.15% +29,034 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: 1,750,225 shares; 2024Q4: 1,858,408 shares; 2025Q1: 1,890,320 shares; 2025Q2: 1,926,219 shares; 2025Q3: 2,174,728 shares; 2025Q4: 2,810,108 shares; 2026Q1: 2,819,146 shares; 2026Q2: 2,774,800 shares 2,774,800 $140M 0.15% -44,346 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: 1,232,037 shares; 2024Q4: 3,996,283 shares; 2025Q1: 4,286,330 shares; 2025Q2: 4,217,210 shares; 2025Q3: 4,289,929 shares; 2025Q4: 4,454,313 shares; 2026Q1: 4,996,510 shares; 2026Q2: 4,683,545 shares 4,683,545 $136M 0.14% -312,965 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: 109,911 shares; 2025Q1: 113,286 shares; 2025Q2: 114,563 shares; 2025Q3: 115,407 shares; 2025Q4: 127,041 shares; 2026Q1: 140,493 shares; 2026Q2: 140,121 shares 140,121 $135M 0.14% -372 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: 386,637 shares; 2024Q4: 403,987 shares; 2025Q1: 410,438 shares; 2025Q2: 427,239 shares; 2025Q3: 733,577 shares; 2025Q4: 836,162 shares; 2026Q1: 886,672 shares; 2026Q2: 960,289 shares 960,289 $134M 0.14% +73,617 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: 1,009,530 shares; 2024Q4: 1,036,812 shares; 2025Q1: 1,071,017 shares; 2025Q2: 1,085,637 shares; 2025Q3: 1,146,514 shares; 2025Q4: 1,159,494 shares; 2026Q1: 1,123,879 shares; 2026Q2: 1,057,875 shares 1,057,875 $134M 0.14% -66,004 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: 1,304,037 shares; 2024Q4: 1,371,373 shares; 2025Q1: 1,437,554 shares; 2025Q2: 1,509,575 shares; 2025Q3: 1,613,546 shares; 2025Q4: 1,742,024 shares; 2026Q1: 1,860,164 shares; 2026Q2: 1,989,126 shares 1,989,126 $133M 0.14% +128,962 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: 261,125 shares; 2024Q4: 271,506 shares; 2025Q1: 441,820 shares; 2025Q2: 455,981 shares; 2025Q3: 446,766 shares; 2025Q4: 423,915 shares; 2026Q1: 447,240 shares; 2026Q2: 354,993 shares 354,993 $131M 0.14% -92,247 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: 27,209 shares; 2024Q4: 28,721 shares; 2025Q1: 32,989 shares; 2025Q2: 64,682 shares; 2025Q3: 67,914 shares; 2025Q4: 70,555 shares; 2026Q1: 69,973 shares; 2026Q2: 64,950 shares 64,950 $129M 0.14% -5,023 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,544 shares; 2024Q4: 219,167 shares; 2025Q1: 43,635 shares; 2025Q2: 63,551 shares; 2025Q3: 161,260 shares; 2025Q4: 525,309 shares; 2026Q1: 714,157 shares; 2026Q2: 694,171 shares 694,171 $128M 0.13% -19,986 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: 131,770 shares; 2024Q4: 130,986 shares; 2025Q1: 134,702 shares; 2025Q2: 148,008 shares; 2025Q3: 157,214 shares; 2025Q4: 151,822 shares; 2026Q1: 321,166 shares; 2026Q2: 322,383 shares 322,383 $128M 0.13% +1,217 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: 542,348 shares; 2024Q4: 554,952 shares; 2025Q1: 566,805 shares; 2025Q2: 583,642 shares; 2025Q3: 583,850 shares; 2025Q4: 621,957 shares; 2026Q1: 609,264 shares; 2026Q2: 557,180 shares 557,180 $124M 0.13% -52,084 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: 953,184 shares; 2024Q4: 926,656 shares; 2025Q1: 961,465 shares; 2025Q2: 813,453 shares; 2025Q3: 879,417 shares; 2025Q4: 982,521 shares; 2026Q1: 1,034,418 shares; 2026Q2: 909,595 shares 909,595 $123M 0.13% -124,823 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: 75,622 shares; 2024Q4: 83,209 shares; 2025Q1: 89,315 shares; 2025Q2: 99,484 shares; 2025Q3: 112,659 shares; 2025Q4: 228,711 shares; 2026Q1: 265,684 shares; 2026Q2: 284,068 shares 284,068 $123M 0.13% +18,384 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,471 shares; 2024Q4: 457,960 shares; 2025Q1: 566,564 shares; 2025Q2: 587,936 shares; 2025Q3: 582,615 shares; 2025Q4: 621,313 shares; 2026Q1: 603,456 shares; 2026Q2: 617,452 shares 617,452 $122M 0.13% +13,996 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: 1,885,778 shares; 2024Q4: 1,547,456 shares; 2025Q1: 1,520,712 shares; 2025Q2: 1,877,604 shares; 2025Q3: 2,324,614 shares; 2025Q4: 1,483,466 shares; 2026Q1: 1,519,420 shares; 2026Q2: 1,777,002 shares 1,777,002 $122M 0.13% +257,582 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: 33,189 shares; 2024Q4: 35,044 shares; 2025Q1: 41,389 shares; 2025Q2: 54,048 shares; 2025Q3: 75,989 shares; 2025Q4: 135,188 shares; 2026Q1: 180,497 shares; 2026Q2: 188,982 shares 188,982 $121M 0.13% +8,485 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: 425,802 shares; 2024Q4: 469,145 shares; 2025Q1: 513,504 shares; 2025Q2: 555,382 shares; 2025Q3: 551,883 shares; 2025Q4: 687,099 shares; 2026Q1: 654,854 shares; 2026Q2: 546,042 shares 546,042 $120M 0.13% -108,812 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: 4,578,928 shares; 2024Q4: 4,754,319 shares; 2025Q1: 4,837,213 shares; 2025Q2: 5,093,501 shares; 2025Q3: 5,381,621 shares; 2025Q4: 5,633,937 shares; 2026Q1: 5,509,393 shares; 2026Q2: 5,743,946 shares 5,743,946 $119M 0.12% +234,553 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454,287 shares; 2024Q4: 2,944,405 shares; 2025Q1: 2,940,431 shares; 2025Q2: 2,838,326 shares; 2025Q3: 2,843,740 shares; 2025Q4: 2,911,311 shares; 2026Q1: 3,386,087 shares; 2026Q2: 3,288,410 shares 3,288,410 $119M 0.12% -97,677 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: 387,069 shares; 2024Q4: 420,240 shares; 2025Q1: 435,333 shares; 2025Q2: 452,257 shares; 2025Q3: 460,317 shares; 2025Q4: 471,283 shares; 2026Q1: 473,557 shares; 2026Q2: 474,531 shares 474,531 $115M 0.12% +974 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: 200,981 shares; 2024Q4: 225,082 shares; 2025Q1: 274,628 shares; 2025Q2: 569,857 shares; 2025Q3: 613,078 shares; 2025Q4: 632,816 shares; 2026Q1: 674,806 shares; 2026Q2: 635,014 shares 635,014 $112M 0.12% -39,792 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: 498,835 shares; 2024Q4: 492,338 shares; 2025Q1: 508,887 shares; 2025Q2: 502,838 shares; 2025Q3: 500,078 shares; 2025Q4: 531,496 shares; 2026Q1: 478,153 shares; 2026Q2: 453,552 shares 453,552 $110M 0.12% -24,601 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: 570,544 shares; 2024Q4: 813,273 shares; 2025Q1: 762,265 shares; 2025Q2: 674,564 shares; 2025Q3: 706,115 shares; 2025Q4: 693,080 shares; 2026Q1: 772,787 shares; 2026Q2: 701,429 shares 701,429 $110M 0.12% -71,358 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: 73,777 shares; 2024Q4: 76,579 shares; 2025Q1: 79,104 shares; 2025Q2: 83,065 shares; 2025Q3: 113,997 shares; 2025Q4: 136,986 shares; 2026Q1: 146,129 shares; 2026Q2: 144,142 shares 144,142 $109M 0.11% -1,987 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: 2,326,270 shares; 2024Q4: 2,410,727 shares; 2025Q1: 2,459,006 shares; 2025Q2: 2,575,995 shares; 2025Q3: 2,811,330 shares; 2025Q4: 3,057,911 shares; 2026Q1: 3,395,085 shares; 2026Q2: 3,377,335 shares 3,377,335 $108M 0.11% -17,750 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: 228,650 shares; 2024Q4: 311,375 shares; 2025Q1: 290,111 shares; 2025Q2: 410,487 shares; 2025Q3: 421,611 shares; 2025Q4: 340,058 shares; 2026Q1: 435,221 shares; 2026Q2: 560,487 shares 560,487 $107M 0.11% +125,266 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: 13,742 shares; 2025Q2: 18,904 shares; 2025Q3: 40,035 shares; 2025Q4: 51,203 shares; 2026Q1: 53,292 shares; 2026Q2: 46,742 shares 46,742 $106M 0.11% -6,550 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: 90,634 shares; 2024Q4: 98,349 shares; 2025Q1: 93,437 shares; 2025Q2: 94,047 shares; 2025Q3: 81,467 shares; 2025Q4: 78,139 shares; 2026Q1: 87,373 shares; 2026Q2: 92,509 shares 92,509 $105M 0.11% +5,136 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: 374,611 shares; 2024Q4: 387,389 shares; 2025Q1: 406,449 shares; 2025Q2: 405,938 shares; 2025Q3: 402,131 shares; 2025Q4: 461,312 shares; 2026Q1: 536,221 shares; 2026Q2: 532,067 shares 532,067 $101M 0.11% -4,154 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: 495,195 shares; 2024Q4: 490,154 shares; 2025Q1: 497,672 shares; 2025Q2: 528,285 shares; 2025Q3: 552,333 shares; 2025Q4: 573,296 shares; 2026Q1: 567,915 shares; 2026Q2: 544,698 shares 544,698 $101M 0.11% -23,217 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054,189 shares; 2024Q4: 1,075,496 shares; 2025Q1: 1,270,828 shares; 2025Q2: 1,285,569 shares; 2025Q3: 1,331,083 shares; 2025Q4: 1,502,485 shares; 2026Q1: 1,365,582 shares; 2026Q2: 836,240 shares 836,240 $99.5M 0.1% -529,342 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: 104,013 shares; 2024Q4: 105,522 shares; 2025Q1: 111,871 shares; 2025Q2: 118,034 shares; 2025Q3: 81,419 shares; 2025Q4: 189,960 shares; 2026Q1: 433,957 shares; 2026Q2: 403,320 shares 403,320 $98.6M 0.1% -30,637 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838,489 shares; 2024Q4: 826,203 shares; 2025Q1: 862,239 shares; 2025Q2: 866,336 shares; 2025Q3: 861,123 shares; 2025Q4: 868,738 shares; 2026Q1: 862,573 shares; 2026Q2: 858,070 shares 858,070 $97.9M 0.1% -4,503 Timeline IEUR 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: 4,686 shares; 2025Q2: 4,378 shares; 2025Q3: 14,116 shares; 2025Q4: 14,397 shares; 2026Q1: 143,183 shares; 2026Q2: 1,299,788 shares 1,299,788 $97.7M 0.1% +1,156,605 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: 3,542,039 shares; 2024Q4: 3,627,357 shares; 2025Q1: 3,723,189 shares; 2025Q2: 3,672,150 shares; 2025Q3: 3,733,130 shares; 2025Q4: 3,799,306 shares; 2026Q1: 3,425,136 shares; 2026Q2: 3,203,324 shares 3,203,324 $97.7M 0.1% -221,812 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: 68,426 shares; 2024Q4: 70,389 shares; 2025Q1: 71,553 shares; 2025Q2: 74,031 shares; 2025Q3: 74,489 shares; 2025Q4: 76,016 shares; 2026Q1: 85,881 shares; 2026Q2: 93,144 shares 93,144 $97.1M 0.1% +7,263 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: 566,584 shares; 2024Q4: 569,205 shares; 2025Q1: 618,411 shares; 2025Q2: 632,430 shares; 2025Q3: 618,245 shares; 2025Q4: 666,081 shares; 2026Q1: 674,595 shares; 2026Q2: 662,972 shares 662,972 $97.1M 0.1% -11,623 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706,706 shares; 2024Q4: 2,161,181 shares; 2025Q1: 2,187,656 shares; 2025Q2: 2,135,799 shares; 2025Q3: 2,165,452 shares; 2025Q4: 2,204,963 shares; 2026Q1: 2,727,890 shares; 2026Q2: 2,627,084 shares 2,627,084 $96.9M 0.1% -100,806 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: 493,347 shares; 2024Q4: 609,740 shares; 2025Q1: 848,804 shares; 2025Q2: 960,770 shares; 2025Q3: 1,139,934 shares; 2025Q4: 1,284,984 shares; 2026Q1: 1,411,241 shares; 2026Q2: 1,330,825 shares 1,330,825 $96.1M 0.1% -80,416 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: 336,400 shares; 2024Q4: 362,519 shares; 2025Q1: 394,048 shares; 2025Q2: 406,144 shares; 2025Q3: 411,817 shares; 2025Q4: 425,884 shares; 2026Q1: 480,042 shares; 2026Q2: 451,223 shares 451,223 $96M 0.1% -28,819 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667,714 shares; 2024Q4: 1,749,116 shares; 2025Q1: 1,822,081 shares; 2025Q2: 1,933,939 shares; 2025Q3: 2,020,000 shares; 2025Q4: 2,108,727 shares; 2026Q1: 2,094,975 shares; 2026Q2: 1,564,264 shares 1,564,264 $95.1M 0.1% -530,711 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: 867,736 shares; 2024Q4: 887,028 shares; 2025Q1: 919,416 shares; 2025Q2: 885,795 shares; 2025Q3: 903,776 shares; 2025Q4: 1,344,888 shares; 2026Q1: 1,744,281 shares; 2026Q2: 1,640,861 shares 1,640,861 $94.5M 0.1% -103,420 Timeline VYMI 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: 266,566 shares; 2024Q4: 407,691 shares; 2025Q1: 656,456 shares; 2025Q2: 736,504 shares; 2025Q3: 819,238 shares; 2025Q4: 888,953 shares; 2026Q1: 959,383 shares; 2026Q2: 962,375 shares 962,375 $94.5M 0.1% +2,992 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: 337,268 shares; 2024Q4: 351,601 shares; 2025Q1: 373,009 shares; 2025Q2: 451,779 shares; 2025Q3: 431,904 shares; 2025Q4: 473,814 shares; 2026Q1: 494,146 shares; 2026Q2: 516,097 shares 516,097 $93.4M 0.1% +21,951 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: 40,988 shares; 2024Q4: 42,226 shares; 2025Q1: 42,520 shares; 2025Q2: 45,235 shares; 2025Q3: 48,943 shares; 2025Q4: 68,594 shares; 2026Q1: 71,503 shares; 2026Q2: 95,939 shares 95,939 $92.6M 0.1% +24,436 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: 688,315 shares; 2024Q4: 684,225 shares; 2025Q1: 691,375 shares; 2025Q2: 691,859 shares; 2025Q3: 630,639 shares; 2025Q4: 636,389 shares; 2026Q1: 635,630 shares; 2026Q2: 631,787 shares 631,787 $92.4M 0.1% -3,843 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735,962 shares; 2024Q4: 802,615 shares; 2025Q1: 829,783 shares; 2025Q2: 818,504 shares; 2025Q3: 837,819 shares; 2025Q4: 873,911 shares; 2026Q1: 883,807 shares; 2026Q2: 850,660 shares 850,660 $90.6M 0.1% -33,147 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: 758,655 shares; 2024Q4: 796,535 shares; 2025Q1: 785,548 shares; 2025Q2: 811,563 shares; 2025Q3: 834,653 shares; 2025Q4: 916,716 shares; 2026Q1: 943,829 shares; 2026Q2: 1,089,723 shares 1,089,723 $90.1M 0.09% +145,894 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: 514,803 shares; 2024Q4: 532,347 shares; 2025Q1: 537,817 shares; 2025Q2: 538,670 shares; 2025Q3: 555,838 shares; 2025Q4: 569,968 shares; 2026Q1: 583,072 shares; 2026Q2: 567,887 shares 567,887 $89.7M 0.09% -15,185 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: 1,179,518 shares; 2024Q4: 1,166,670 shares; 2025Q1: 1,215,500 shares; 2025Q2: 1,205,188 shares; 2025Q3: 1,216,943 shares; 2025Q4: 1,055,276 shares; 2026Q1: 1,075,243 shares; 2026Q2: 928,271 shares 928,271 $89.5M 0.09% -146,972 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,478 shares; 2024Q4: 15,268 shares; 2025Q1: 9,525 shares; 2025Q2: 13,224 shares; 2025Q3: 17,671 shares; 2025Q4: 32,016 shares; 2026Q1: 44,886 shares; 2026Q2: 44,794 shares 44,794 $88.8M 0.09% -92 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: 108,603 shares; 2024Q4: 110,580 shares; 2025Q1: 116,993 shares; 2025Q2: 136,961 shares; 2025Q3: 163,663 shares; 2025Q4: 232,933 shares; 2026Q1: 251,327 shares; 2026Q2: 259,025 shares 259,025 $88.3M 0.09% +7,698 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,969 shares; 2024Q4: 415,435 shares; 2025Q1: 464,442 shares; 2025Q2: 479,586 shares; 2025Q3: 512,465 shares; 2025Q4: 564,579 shares; 2026Q1: 745,773 shares; 2026Q2: 1,026,457 shares 1,026,457 $87.7M 0.09% +280,684 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: 479,063 shares; 2024Q4: 488,508 shares; 2025Q1: 497,975 shares; 2025Q2: 500,231 shares; 2025Q3: 511,215 shares; 2025Q4: 544,918 shares; 2026Q1: 535,034 shares; 2026Q2: 397,859 shares 397,859 $87.7M 0.09% -137,175 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: 277,395 shares; 2024Q4: 363,088 shares; 2025Q1: 371,278 shares; 2025Q2: 399,542 shares; 2025Q3: 473,470 shares; 2025Q4: 472,737 shares; 2026Q1: 447,765 shares; 2026Q2: 527,605 shares 527,605 $86.3M 0.09% +79,840 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: 19,936 shares; 2024Q4: 20,959 shares; 2025Q1: 19,831 shares; 2025Q2: 20,616 shares; 2025Q3: 21,519 shares; 2025Q4: 26,467 shares; 2026Q1: 28,089 shares; 2026Q2: 481,975 shares 481,975 $85.9M 0.09% +453,886 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: 875,027 shares; 2024Q4: 908,025 shares; 2025Q1: 839,209 shares; 2025Q2: 756,848 shares; 2025Q3: 769,369 shares; 2025Q4: 760,094 shares; 2026Q1: 796,785 shares; 2026Q2: 838,682 shares 838,682 $85.8M 0.09% +41,897 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: 429,868 shares; 2024Q4: 484,982 shares; 2025Q1: 478,158 shares; 2025Q2: 190,379 shares; 2025Q3: 172,602 shares; 2025Q4: 212,545 shares; 2026Q1: 620,633 shares; 2026Q2: 655,791 shares 655,791 $85.7M 0.09% +35,158 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: 1,247,925 shares; 2024Q4: 1,306,192 shares; 2025Q1: 1,331,582 shares; 2025Q2: 1,368,429 shares; 2025Q3: 1,429,095 shares; 2025Q4: 1,449,635 shares; 2026Q1: 1,389,406 shares; 2026Q2: 1,129,781 shares 1,129,781 $85.3M 0.09% -259,625 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: 136,333 shares; 2024Q4: 135,809 shares; 2025Q1: 146,597 shares; 2025Q2: 148,490 shares; 2025Q3: 141,023 shares; 2025Q4: 142,813 shares; 2026Q1: 160,856 shares; 2026Q2: 134,253 shares 134,253 $85.1M 0.09% -26,603 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 847,338 shares; 2024Q4: 827,284 shares; 2025Q1: 834,705 shares; 2025Q2: 858,477 shares; 2025Q3: 874,194 shares; 2025Q4: 932,849 shares; 2026Q1: 937,195 shares; 2026Q2: 946,087 shares 946,087 $84.2M 0.09% +8,892 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: 442,421 shares; 2024Q4: 448,546 shares; 2025Q1: 460,802 shares; 2025Q2: 457,562 shares; 2025Q3: 425,494 shares; 2025Q4: 432,621 shares; 2026Q1: 576,070 shares; 2026Q2: 498,195 shares 498,195 $83M 0.09% -77,875 Timeline VIOO 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: 592,355 shares; 2024Q4: 598,865 shares; 2025Q1: 627,705 shares; 2025Q2: 615,419 shares; 2025Q3: 621,484 shares; 2025Q4: 637,944 shares; 2026Q1: 616,991 shares; 2026Q2: 591,038 shares 591,038 $81.3M 0.09% -25,953 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: 69,547 shares; 2024Q4: 71,401 shares; 2025Q1: 73,664 shares; 2025Q2: 72,649 shares; 2025Q3: 76,874 shares; 2025Q4: 89,966 shares; 2026Q1: 93,958 shares; 2026Q2: 676,214 shares 676,214 $80.8M 0.08% +582,256 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370,311 shares; 2024Q4: 1,451,618 shares; 2025Q1: 1,625,663 shares; 2025Q2: 1,709,598 shares; 2025Q3: 1,742,187 shares; 2025Q4: 1,571,229 shares; 2026Q1: 1,561,623 shares; 2026Q2: 1,585,917 shares 1,585,917 $80.3M 0.08% +24,294 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: 110,836 shares; 2024Q4: 159,114 shares; 2025Q1: 165,390 shares; 2025Q2: 177,393 shares; 2025Q3: 174,094 shares; 2025Q4: 186,719 shares; 2026Q1: 195,895 shares; 2026Q2: 912,807 shares 912,807 $80.2M 0.08% +716,912 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: 1,260,085 shares; 2024Q4: 1,273,383 shares; 2025Q1: 1,287,201 shares; 2025Q2: 1,348,554 shares; 2025Q3: 1,893,420 shares; 2025Q4: 1,838,997 shares; 2026Q1: 724,342 shares; 2026Q2: 879,110 shares 879,110 $79.8M 0.08% +154,768 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: 490,963 shares; 2024Q4: 500,117 shares; 2025Q1: 519,147 shares; 2025Q2: 544,897 shares; 2025Q3: 570,385 shares; 2025Q4: 577,848 shares; 2026Q1: 526,312 shares; 2026Q2: 508,795 shares 508,795 $78.7M 0.08% -17,517 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: 83,675 shares; 2024Q4: 84,354 shares; 2025Q1: 439,725 shares; 2025Q2: 455,651 shares; 2025Q3: 458,866 shares; 2025Q4: 446,710 shares; 2026Q1: 443,885 shares; 2026Q2: 420,513 shares 420,513 $77.9M 0.08% -23,372 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: 515,984 shares; 2024Q4: 550,525 shares; 2025Q1: 579,105 shares; 2025Q2: 611,088 shares; 2025Q3: 622,241 shares; 2025Q4: 664,330 shares; 2026Q1: 621,970 shares; 2026Q2: 607,954 shares 607,954 $76.8M 0.08% -14,016 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: 14,885 shares; 2025Q2: 14,885 shares; 2025Q3: 354,748 shares; 2025Q4: 1,220,405 shares; 2026Q1: 2,293,038 shares; 2026Q2: 3,747,220 shares 3,747,220 $76.7M 0.08% +1,454,182 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: 97,094 shares; 2024Q4: 121,804 shares; 2025Q1: 104,228 shares; 2025Q2: 110,805 shares; 2025Q3: 117,072 shares; 2025Q4: 148,533 shares; 2026Q1: 167,451 shares; 2026Q2: 150,186 shares 150,186 $76.5M 0.08% -17,265 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,038 shares; 2024Q4: 165,283 shares; 2025Q1: 196,473 shares; 2025Q2: 224,113 shares; 2025Q3: 198,492 shares; 2025Q4: 241,000 shares; 2026Q1: 375,153 shares; 2026Q2: 762,625 shares 762,625 $76.4M 0.08% +387,472 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: 94,028 shares; 2024Q4: 98,052 shares; 2025Q1: 110,104 shares; 2025Q2: 130,538 shares; 2025Q3: 279,439 shares; 2025Q4: 342,166 shares; 2026Q1: 357,919 shares; 2026Q2: 343,462 shares 343,462 $75.8M 0.08% -14,457 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,189 shares; 2024Q4: 197,770 shares; 2025Q1: 196,418 shares; 2025Q2: 203,119 shares; 2025Q3: 209,417 shares; 2025Q4: 211,206 shares; 2026Q1: 212,492 shares; 2026Q2: 204,648 shares 204,648 $74.8M 0.08% -7,844 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: 165,480 shares; 2024Q4: 172,591 shares; 2025Q1: 558,158 shares; 2025Q2: 597,388 shares; 2025Q3: 644,636 shares; 2025Q4: 698,019 shares; 2026Q1: 364,521 shares; 2026Q2: 340,148 shares 340,148 $74.3M 0.08% -24,373 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: 562,138 shares; 2024Q4: 535,294 shares; 2025Q1: 387,070 shares; 2025Q2: 456,395 shares; 2025Q3: 500,806 shares; 2025Q4: 521,037 shares; 2026Q1: 1,307,508 shares; 2026Q2: 734,908 shares 734,908 $74.1M 0.08% -572,600 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: 103,593 shares; 2024Q4: 102,031 shares; 2025Q1: 106,121 shares; 2025Q2: 112,450 shares; 2025Q3: 138,121 shares; 2025Q4: 170,404 shares; 2026Q1: 204,460 shares; 2026Q2: 235,660 shares 235,660 $73.8M 0.08% +31,200 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: 101,399 shares; 2024Q4: 100,637 shares; 2025Q1: 101,544 shares; 2025Q2: 105,365 shares; 2025Q3: 105,154 shares; 2025Q4: 104,560 shares; 2026Q1: 106,752 shares; 2026Q2: 104,807 shares 104,807 $73.7M 0.08% -1,945 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: 533,102 shares; 2024Q4: 651,174 shares; 2025Q1: 927,248 shares; 2025Q2: 994,378 shares; 2025Q3: 1,054,882 shares; 2025Q4: 1,029,441 shares; 2026Q1: 970,088 shares; 2026Q2: 1,021,580 shares 1,021,580 $73.5M 0.08% +51,492 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: 46,773 shares; 2024Q4: 51,870 shares; 2025Q1: 98,992 shares; 2025Q2: 114,392 shares; 2025Q3: 134,225 shares; 2025Q4: 149,394 shares; 2026Q1: 197,858 shares; 2026Q2: 218,369 shares 218,369 $73.1M 0.08% +20,511 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: 371,923 shares; 2026Q2: 384,328 shares 384,328 $72.9M 0.08% +12,405 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932,036 shares; 2024Q4: 987,415 shares; 2025Q1: 978,663 shares; 2025Q2: 953,050 shares; 2025Q3: 971,422 shares; 2025Q4: 1,025,850 shares; 2026Q1: 1,057,154 shares; 2026Q2: 1,151,243 shares 1,151,243 $72.6M 0.08% +94,089 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: 634,015 shares; 2024Q4: 670,992 shares; 2025Q1: 693,390 shares; 2025Q2: 720,494 shares; 2025Q3: 765,075 shares; 2025Q4: 780,501 shares; 2026Q1: 833,855 shares; 2026Q2: 916,200 shares 916,200 $72.4M 0.08% +82,345 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,442 shares; 2024Q4: 259,415 shares; 2025Q1: 388,692 shares; 2025Q2: 393,918 shares; 2025Q3: 403,980 shares; 2025Q4: 464,925 shares; 2026Q1: 715,799 shares; 2026Q2: 713,464 shares 713,464 $71.8M 0.08% -2,335 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: 240,366 shares; 2024Q4: 243,525 shares; 2025Q1: 167,915 shares; 2025Q2: 188,715 shares; 2025Q3: 206,600 shares; 2025Q4: 222,998 shares; 2026Q1: 285,485 shares; 2026Q2: 279,429 shares 279,429 $71.1M 0.07% -6,056 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,958 shares; 2024Q4: 136,717 shares; 2025Q1: 163,576 shares; 2025Q2: 512,174 shares; 2025Q3: 539,590 shares; 2025Q4: 576,535 shares; 2026Q1: 602,905 shares; 2026Q2: 611,196 shares 611,196 $70.4M 0.07% +8,291 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: 1,160,083 shares; 2024Q4: 1,228,000 shares; 2025Q1: 1,225,373 shares; 2025Q2: 1,211,751 shares; 2025Q3: 1,248,410 shares; 2025Q4: 1,311,644 shares; 2026Q1: 1,342,638 shares; 2026Q2: 1,334,985 shares 1,334,985 $70M 0.07% -7,653 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: 499,705 shares; 2024Q4: 500,208 shares; 2025Q1: 530,701 shares; 2025Q2: 530,407 shares; 2025Q3: 507,674 shares; 2025Q4: 549,039 shares; 2026Q1: 536,646 shares; 2026Q2: 484,882 shares 484,882 $69.4M 0.07% -51,764 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: 1,072,534 shares; 2024Q4: 1,132,511 shares; 2025Q1: 1,133,934 shares; 2025Q2: 1,156,571 shares; 2025Q3: 1,248,030 shares; 2025Q4: 1,284,486 shares; 2026Q1: 1,320,761 shares; 2026Q2: 1,409,398 shares 1,409,398 $68M 0.07% +88,637 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: 390,362 shares; 2024Q4: 393,467 shares; 2025Q1: 423,403 shares; 2025Q2: 422,222 shares; 2025Q3: 451,168 shares; 2025Q4: 512,667 shares; 2026Q1: 504,429 shares; 2026Q2: 500,584 shares 500,584 $67.8M 0.07% -3,845 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: 116,225 shares; 2024Q4: 116,961 shares; 2025Q1: 132,065 shares; 2025Q2: 1,093,642 shares; 2025Q3: 1,175,255 shares; 2025Q4: 1,235,528 shares; 2026Q1: 1,231,009 shares; 2026Q2: 1,285,362 shares 1,285,362 $67.4M 0.07% +54,353 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: 123,494 shares; 2024Q4: 122,417 shares; 2025Q1: 116,561 shares; 2025Q2: 119,123 shares; 2025Q3: 110,251 shares; 2025Q4: 128,465 shares; 2026Q1: 131,600 shares; 2026Q2: 134,614 shares 134,614 $66.9M 0.07% +3,014 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: 220,162 shares; 2024Q4: 222,179 shares; 2025Q1: 229,332 shares; 2025Q2: 346,153 shares; 2025Q3: 364,717 shares; 2025Q4: 412,022 shares; 2026Q1: 417,911 shares; 2026Q2: 405,370 shares 405,370 $65.6M 0.07% -12,541 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: 984,757 shares; 2024Q4: 1,251,282 shares; 2025Q1: 1,204,311 shares; 2025Q2: 1,259,358 shares; 2025Q3: 1,312,394 shares; 2025Q4: 1,221,727 shares; 2026Q1: 1,384,562 shares; 2026Q2: 1,543,563 shares 1,543,563 $65.4M 0.07% +159,001 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473,320 shares; 2024Q4: 1,449,015 shares; 2025Q1: 1,557,435 shares; 2025Q2: 1,666,335 shares; 2025Q3: 1,680,297 shares; 2025Q4: 1,811,376 shares; 2026Q1: 1,898,596 shares; 2026Q2: 1,258,087 shares 1,258,087 $65.1M 0.07% -640,509 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: 300,151 shares; 2024Q4: 309,637 shares; 2025Q1: 327,672 shares; 2025Q2: 357,817 shares; 2025Q3: 369,488 shares; 2025Q4: 1,997,489 shares; 2026Q1: 910,343 shares; 2026Q2: 650,626 shares 650,626 $64.6M 0.07% -259,717 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: 1,058,419 shares; 2024Q4: 1,054,275 shares; 2025Q1: 1,066,748 shares; 2025Q2: 1,117,316 shares; 2025Q3: 1,116,899 shares; 2025Q4: 1,153,276 shares; 2026Q1: 1,152,602 shares; 2026Q2: 1,143,271 shares 1,143,271 $64.4M 0.07% -9,331 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: 141,341 shares; 2024Q4: 146,179 shares; 2025Q1: 154,574 shares; 2025Q2: 170,680 shares; 2025Q3: 164,069 shares; 2025Q4: 288,177 shares; 2026Q1: 221,111 shares; 2026Q2: 190,181 shares 190,181 $64.3M 0.07% -30,930 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: 215,758 shares; 2024Q4: 227,967 shares; 2025Q1: 232,369 shares; 2025Q2: 237,468 shares; 2025Q3: 231,786 shares; 2025Q4: 186,978 shares; 2026Q1: 215,075 shares; 2026Q2: 218,857 shares 218,857 $64.2M 0.07% +3,782 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: 180,356 shares; 2024Q4: 162,761 shares; 2025Q1: 179,668 shares; 2025Q2: 187,418 shares; 2025Q3: 198,146 shares; 2025Q4: 195,903 shares; 2026Q1: 261,967 shares; 2026Q2: 294,483 shares 294,483 $63.7M 0.07% +32,516 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: 154,085 shares; 2024Q4: 165,903 shares; 2025Q1: 458,246 shares; 2025Q2: 472,103 shares; 2025Q3: 508,802 shares; 2025Q4: 530,905 shares; 2026Q1: 505,319 shares; 2026Q2: 464,787 shares 464,787 $63.6M 0.07% -40,532 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: 182,387 shares; 2024Q4: 207,710 shares; 2025Q1: 212,407 shares; 2025Q2: 240,789 shares; 2025Q3: 186,495 shares; 2025Q4: 302,588 shares; 2026Q1: 441,623 shares; 2026Q2: 413,710 shares 413,710 $63.6M 0.07% -27,913 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: 18,662 shares; 2024Q4: 15,928 shares; 2025Q1: 18,806 shares; 2025Q2: 21,274 shares; 2025Q3: 29,689 shares; 2025Q4: 62,290 shares; 2026Q1: 115,421 shares; 2026Q2: 129,275 shares 129,275 $62.5M 0.07% +13,854 Timeline BIL 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: 463,520 shares; 2024Q4: 616,992 shares; 2025Q1: 975,582 shares; 2025Q2: 762,476 shares; 2025Q3: 741,282 shares; 2025Q4: 878,240 shares; 2026Q1: 1,179,437 shares; 2026Q2: 681,629 shares 681,629 $62.5M 0.07% -497,808 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,728 shares; 2024Q4: 11,588 shares; 2025Q1: 12,641 shares; 2025Q2: 21,815 shares; 2025Q3: 31,940 shares; 2025Q4: 95,215 shares; 2026Q1: 123,954 shares; 2026Q2: 100,086 shares 100,086 $62.4M 0.07% -23,868 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: 165,576 shares; 2024Q4: 192,629 shares; 2025Q1: 185,219 shares; 2025Q2: 180,884 shares; 2025Q3: 160,906 shares; 2025Q4: 180,670 shares; 2026Q1: 187,117 shares; 2026Q2: 180,256 shares 180,256 $62.1M 0.07% -6,861 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769,162 shares; 2024Q4: 1,641,794 shares; 2025Q1: 1,710,667 shares; 2025Q2: 1,728,456 shares; 2025Q3: 1,689,257 shares; 2025Q4: 1,786,100 shares; 2026Q1: 1,990,622 shares; 2026Q2: 2,059,358 shares 2,059,358 $61.8M 0.06% +68,736 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,485 shares; 2024Q4: 106,295 shares; 2025Q1: 112,048 shares; 2025Q2: 130,608 shares; 2025Q3: 236,583 shares; 2025Q4: 779,512 shares; 2026Q1: 979,501 shares; 2026Q2: 959,718 shares 959,718 $61.6M 0.06% -19,783 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,673 shares; 2024Q4: 719,827 shares; 2025Q1: 727,123 shares; 2025Q2: 986,922 shares; 2025Q3: 1,004,054 shares; 2025Q4: 1,003,019 shares; 2026Q1: 667,079 shares; 2026Q2: 737,058 shares 737,058 $61.6M 0.06% +69,979 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,201 shares; 2024Q4: 15,794 shares; 2025Q1: 18,387 shares; 2025Q2: 17,467 shares; 2025Q3: 18,536 shares; 2025Q4: 133,430 shares; 2026Q1: 136,093 shares; 2026Q2: 168,652 shares 168,652 $61.5M 0.06% +32,559 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: 757,021 shares; 2024Q4: 746,761 shares; 2025Q1: 825,721 shares; 2025Q2: 870,411 shares; 2025Q3: 853,171 shares; 2025Q4: 757,929 shares; 2026Q1: 601,092 shares; 2026Q2: 570,966 shares 570,966 $61.4M 0.06% -30,126 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: 76,934 shares; 2024Q4: 78,387 shares; 2025Q1: 79,721 shares; 2025Q2: 136,435 shares; 2025Q3: 155,381 shares; 2025Q4: 217,975 shares; 2026Q1: 214,444 shares; 2026Q2: 305,715 shares 305,715 $61.3M 0.06% +91,271 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: 598,698 shares; 2024Q4: 621,167 shares; 2025Q1: 658,092 shares; 2025Q2: 280,012 shares; 2025Q3: 269,101 shares; 2025Q4: 270,522 shares; 2026Q1: 257,939 shares; 2026Q2: 225,107 shares 225,107 $61.2M 0.06% -32,832 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: 1,424,889 shares; 2024Q4: 1,476,899 shares; 2025Q1: 481,067 shares; 2025Q2: 461,159 shares; 2025Q3: 458,715 shares; 2025Q4: 469,617 shares; 2026Q1: 478,636 shares; 2026Q2: 566,080 shares 566,080 $61.1M 0.06% +87,444 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: 650,727 shares; 2024Q4: 642,550 shares; 2025Q1: 671,019 shares; 2025Q2: 699,424 shares; 2025Q3: 739,015 shares; 2025Q4: 776,500 shares; 2026Q1: 697,297 shares; 2026Q2: 779,764 shares 779,764 $61M 0.06% +82,467 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: 348,727 shares; 2024Q4: 351,978 shares; 2025Q1: 336,973 shares; 2025Q2: 148,904 shares; 2025Q3: 151,278 shares; 2025Q4: 154,049 shares; 2026Q1: 133,642 shares; 2026Q2: 121,219 shares 121,219 $60.8M 0.06% -12,423 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,004 shares; 2024Q4: 46,976 shares; 2025Q1: 1,623,116 shares; 2025Q2: 1,652,233 shares; 2025Q3: 1,682,834 shares; 2025Q4: 1,719,013 shares; 2026Q1: 1,599,300 shares; 2026Q2: 1,587,883 shares 1,587,883 $60.5M 0.06% -11,417 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: 106,975 shares; 2024Q4: 113,446 shares; 2025Q1: 139,485 shares; 2025Q2: 144,723 shares; 2025Q3: 140,033 shares; 2025Q4: 203,327 shares; 2026Q1: 178,009 shares; 2026Q2: 202,282 shares 202,282 $60.2M 0.06% +24,273 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,737 shares; 2024Q4: 332,700 shares; 2025Q1: 324,393 shares; 2025Q2: 349,442 shares; 2025Q3: 607,756 shares; 2025Q4: 1,027,944 shares; 2026Q1: 1,343,643 shares; 2026Q2: 1,476,229 shares 1,476,229 $60M 0.06% +132,586 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: 1,050,866 shares; 2024Q4: 1,091,798 shares; 2025Q1: 1,121,737 shares; 2025Q2: 1,149,849 shares; 2025Q3: 1,199,566 shares; 2025Q4: 1,010,988 shares; 2026Q1: 222,293 shares; 2026Q2: 355,200 shares 355,200 $59.6M 0.06% +132,907 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: 264,225 shares; 2024Q4: 264,481 shares; 2025Q1: 275,723 shares; 2025Q2: 293,165 shares; 2025Q3: 339,150 shares; 2025Q4: 484,255 shares; 2026Q1: 470,693 shares; 2026Q2: 476,657 shares 476,657 $59.3M 0.06% +5,964 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049,424 shares; 2024Q4: 1,027,480 shares; 2025Q1: 1,056,117 shares; 2025Q2: 1,079,322 shares; 2025Q3: 1,085,236 shares; 2025Q4: 1,135,364 shares; 2026Q1: 1,181,696 shares; 2026Q2: 1,142,829 shares 1,142,829 $59.1M 0.06% -38,867 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,289 shares; 2024Q4: 424,379 shares; 2025Q1: 437,953 shares; 2025Q2: 454,551 shares; 2025Q3: 455,940 shares; 2025Q4: 439,559 shares; 2026Q1: 451,518 shares; 2026Q2: 2,145,662 shares 2,145,662 $58.8M 0.06% +1,694,144 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: 117,621 shares; 2024Q4: 102,809 shares; 2025Q1: 96,584 shares; 2025Q2: 94,523 shares; 2025Q3: 87,529 shares; 2025Q4: 121,489 shares; 2026Q1: 180,078 shares; 2026Q2: 337,956 shares 337,956 $58.8M 0.06% +157,878 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113,439 shares; 2024Q4: 1,148,662 shares; 2025Q1: 1,177,716 shares; 2025Q2: 1,169,507 shares; 2025Q3: 1,172,918 shares; 2025Q4: 1,172,885 shares; 2026Q1: 1,305,450 shares; 2026Q2: 1,341,102 shares 1,341,102 $58.5M 0.06% +35,652 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: 477,833 shares; 2024Q4: 486,613 shares; 2025Q1: 488,759 shares; 2025Q2: 494,663 shares; 2025Q3: 476,128 shares; 2025Q4: 490,156 shares; 2026Q1: 510,693 shares; 2026Q2: 590,371 shares 590,371 $58.1M 0.06% +79,678 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960,263 shares; 2026Q2: 1,725,205 shares 1,725,205 $57.8M 0.06% +764,942 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: 1,359,073 shares; 2024Q4: 1,528,785 shares; 2025Q1: 1,640,930 shares; 2025Q2: 1,634,325 shares; 2025Q3: 1,707,620 shares; 2025Q4: 1,734,397 shares; 2026Q1: 1,862,314 shares; 2026Q2: 2,394,026 shares 2,394,026 $57.7M 0.06% +531,712 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: 306,287 shares; 2024Q4: 235,116 shares; 2025Q1: 272,168 shares; 2025Q2: 472,694 shares; 2025Q3: 394,136 shares; 2025Q4: 351,082 shares; 2026Q1: 462,597 shares; 2026Q2: 366,462 shares 366,462 $57.4M 0.06% -96,135 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,413 shares; 2024Q4: 38,866 shares; 2025Q1: 41,297 shares; 2025Q2: 129,173 shares; 2025Q3: 151,059 shares; 2025Q4: 237,375 shares; 2026Q1: 258,360 shares; 2026Q2: 236,948 shares 236,948 $57.3M 0.06% -21,412 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: 319,434 shares; 2024Q4: 311,484 shares; 2025Q1: 325,328 shares; 2025Q2: 319,041 shares; 2025Q3: 195,860 shares; 2025Q4: 187,778 shares; 2026Q1: 195,994 shares; 2026Q2: 211,897 shares 211,897 $57.3M 0.06% +15,903 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,288 shares; 2024Q4: 370,978 shares; 2025Q1: 437,940 shares; 2025Q2: 507,172 shares; 2025Q3: 552,801 shares; 2025Q4: 676,560 shares; 2026Q1: 646,339 shares; 2026Q2: 685,880 shares 685,880 $56.5M 0.06% +39,541 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: 205,794 shares; 2024Q4: 205,425 shares; 2025Q1: 191,468 shares; 2025Q2: 197,515 shares; 2025Q3: 203,682 shares; 2025Q4: 224,412 shares; 2026Q1: 162,861 shares; 2026Q2: 153,807 shares 153,807 $56.2M 0.06% -9,054 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,008 shares; 2024Q4: 345,619 shares; 2025Q1: 354,597 shares; 2025Q2: 391,455 shares; 2025Q3: 460,162 shares; 2025Q4: 411,666 shares; 2026Q1: 556,802 shares; 2026Q2: 726,850 shares 726,850 $56M 0.06% +170,048 Timeline SCHE 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: 1,144,296 shares; 2024Q4: 1,513,910 shares; 2025Q1: 1,410,136 shares; 2025Q2: 1,407,161 shares; 2025Q3: 1,435,586 shares; 2025Q4: 1,488,398 shares; 2026Q1: 1,525,115 shares; 2026Q2: 1,540,632 shares 1,540,632 $55.8M 0.06% +15,517 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629,323 shares; 2024Q4: 690,338 shares; 2025Q1: 797,617 shares; 2025Q2: 860,757 shares; 2025Q3: 815,034 shares; 2025Q4: 838,675 shares; 2026Q1: 854,684 shares; 2026Q2: 787,152 shares 787,152 $55M 0.06% -67,532 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: 48,878 shares; 2024Q4: 49,203 shares; 2025Q1: 54,451 shares; 2025Q2: 66,453 shares; 2025Q3: 97,662 shares; 2025Q4: 194,293 shares; 2026Q1: 324,379 shares; 2026Q2: 384,028 shares 384,028 $55M 0.06% +59,649 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: 256,542 shares; 2024Q4: 246,372 shares; 2025Q1: 246,119 shares; 2025Q2: 226,145 shares; 2025Q3: 224,137 shares; 2025Q4: 229,859 shares; 2026Q1: 230,938 shares; 2026Q2: 222,692 shares 222,692 $54.8M 0.06% -8,246 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,087 shares; 2024Q4: 531,391 shares; 2025Q1: 536,562 shares; 2025Q2: 527,924 shares; 2025Q3: 504,618 shares; 2025Q4: 485,621 shares; 2026Q1: 586,687 shares; 2026Q2: 597,195 shares 597,195 $54.8M 0.06% +10,508 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: 132,827 shares; 2024Q4: 128,988 shares; 2025Q1: 134,039 shares; 2025Q2: 155,715 shares; 2025Q3: 158,047 shares; 2025Q4: 156,694 shares; 2026Q1: 173,224 shares; 2026Q2: 209,515 shares 209,515 $54.6M 0.06% +36,291 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,590 shares; 2024Q4: 405,624 shares; 2025Q1: 528,572 shares; 2025Q2: 574,739 shares; 2025Q3: 553,300 shares; 2025Q4: 662,314 shares; 2026Q1: 1,123,928 shares; 2026Q2: 882,072 shares 882,072 $54.2M 0.06% -241,856 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834,888 shares; 2024Q4: 865,906 shares; 2025Q1: 910,476 shares; 2025Q2: 867,759 shares; 2025Q3: 874,962 shares; 2025Q4: 885,885 shares; 2026Q1: 843,402 shares; 2026Q2: 786,924 shares 786,924 $53.9M 0.06% -56,478 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798,665 shares; 2024Q4: 881,431 shares; 2025Q1: 849,394 shares; 2025Q2: 826,709 shares; 2025Q3: 876,674 shares; 2025Q4: 905,924 shares; 2026Q1: 918,584 shares; 2026Q2: 931,425 shares 931,425 $53.7M 0.06% +12,841 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: 62,051 shares; 2024Q4: 90,747 shares; 2025Q1: 91,103 shares; 2025Q2: 106,002 shares; 2025Q3: 122,963 shares; 2025Q4: 152,043 shares; 2026Q1: 176,020 shares; 2026Q2: 150,681 shares 150,681 $53.4M 0.06% -25,339 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,507 shares; 2024Q4: 337,269 shares; 2025Q1: 188,600 shares; 2025Q2: 194,367 shares; 2025Q3: 316,643 shares; 2025Q4: 384,371 shares; 2026Q1: 282,725 shares; 2026Q2: 455,745 shares 455,745 $53.4M 0.06% +173,020 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738,517 shares; 2024Q4: 752,362 shares; 2025Q1: 755,036 shares; 2025Q2: 833,975 shares; 2025Q3: 904,769 shares; 2025Q4: 916,015 shares; 2026Q1: 1,106,057 shares; 2026Q2: 1,076,926 shares 1,076,926 $53.4M 0.06% -29,131 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: 774,794 shares; 2024Q4: 811,197 shares; 2025Q1: 854,861 shares; 2025Q2: 849,185 shares; 2025Q3: 869,264 shares; 2025Q4: 902,587 shares; 2026Q1: 945,862 shares; 2026Q2: 1,006,537 shares 1,006,537 $53.1M 0.06% +60,675 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: 331,209 shares; 2024Q4: 342,592 shares; 2025Q1: 352,826 shares; 2025Q2: 383,544 shares; 2025Q3: 433,564 shares; 2025Q4: 469,622 shares; 2026Q1: 600,537 shares; 2026Q2: 636,520 shares 636,520 $52.6M 0.06% +35,983 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,125 shares; 2024Q4: 134,215 shares; 2025Q1: 154,958 shares; 2025Q2: 153,983 shares; 2025Q3: 162,918 shares; 2025Q4: 170,336 shares; 2026Q1: 170,872 shares; 2026Q2: 171,464 shares 171,464 $52.5M 0.06% +592 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290,137 shares; 2024Q4: 1,177,066 shares; 2025Q1: 1,190,630 shares; 2025Q2: 1,296,288 shares; 2025Q3: 1,316,309 shares; 2025Q4: 1,304,947 shares; 2026Q1: 1,389,763 shares; 2026Q2: 1,409,468 shares 1,409,468 $52.5M 0.06% +19,705 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: 84,795 shares; 2024Q4: 89,122 shares; 2025Q1: 94,485 shares; 2025Q2: 105,900 shares; 2025Q3: 100,345 shares; 2025Q4: 132,129 shares; 2026Q1: 149,353 shares; 2026Q2: 131,975 shares 131,975 $52.5M 0.06% -17,378 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: 635,708 shares; 2024Q4: 650,538 shares; 2025Q1: 708,796 shares; 2025Q2: 396,515 shares; 2025Q3: 446,062 shares; 2025Q4: 591,224 shares; 2026Q1: 627,401 shares; 2026Q2: 560,664 shares 560,664 $52.4M 0.06% -66,737 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: 320,392 shares; 2024Q4: 330,434 shares; 2025Q1: 327,579 shares; 2025Q2: 297,348 shares; 2025Q3: 355,822 shares; 2025Q4: 540,420 shares; 2026Q1: 694,965 shares; 2026Q2: 829,880 shares 829,880 $52.2M 0.05% +134,915 Timeline PAVE 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: 1,013,604 shares; 2024Q4: 940,226 shares; 2025Q1: 905,542 shares; 2025Q2: 895,476 shares; 2025Q3: 883,118 shares; 2025Q4: 878,453 shares; 2026Q1: 911,557 shares; 2026Q2: 878,989 shares 878,989 $51.8M 0.05% -32,568 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: 155,279 shares; 2024Q4: 153,569 shares; 2025Q1: 158,384 shares; 2025Q2: 160,277 shares; 2025Q3: 171,427 shares; 2025Q4: 161,672 shares; 2026Q1: 166,650 shares; 2026Q2: 620,540 shares 620,540 $51.3M 0.05% +453,890 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: 191,627 shares; 2024Q4: 74,469 shares; 2025Q1: 72,564 shares; 2025Q2: 66,288 shares; 2025Q3: 50,059 shares; 2025Q4: 77,162 shares; 2026Q1: 142,270 shares; 2026Q2: 138,260 shares 138,260 $51.2M 0.05% -4,010 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,048 shares; 2024Q4: 435,295 shares; 2025Q1: 458,646 shares; 2025Q2: 473,776 shares; 2025Q3: 486,288 shares; 2025Q4: 473,816 shares; 2026Q1: 520,241 shares; 2026Q2: 539,658 shares 539,658 $50.8M 0.05% +19,417 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: 352,043 shares; 2024Q4: 368,287 shares; 2025Q1: 384,481 shares; 2025Q2: 444,421 shares; 2025Q3: 459,058 shares; 2025Q4: 422,415 shares; 2026Q1: 464,754 shares; 2026Q2: 396,131 shares 396,131 $50.6M 0.05% -68,623 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: 316,168 shares; 2024Q4: 360,403 shares; 2025Q1: 383,439 shares; 2025Q2: 404,593 shares; 2025Q3: 425,348 shares; 2025Q4: 457,299 shares; 2026Q1: 497,553 shares; 2026Q2: 165,171 shares 165,171 $50M 0.05% -332,382 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: 398,318 shares; 2024Q4: 378,997 shares; 2025Q1: 378,463 shares; 2025Q2: 392,838 shares; 2025Q3: 406,282 shares; 2025Q4: 401,796 shares; 2026Q1: 395,961 shares; 2026Q2: 318,240 shares 318,240 $49.8M 0.05% -77,721 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,788 shares; 2024Q4: 183,702 shares; 2025Q1: 240,624 shares; 2025Q2: 294,476 shares; 2025Q3: 721,576 shares; 2025Q4: 1,694,040 shares; 2026Q1: 2,869,607 shares; 2026Q2: 2,958,385 shares 2,958,385 $49.8M 0.05% +88,778 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: 44,920 shares; 2024Q4: 50,728 shares; 2025Q1: 74,539 shares; 2025Q2: 88,122 shares; 2025Q3: 81,886 shares; 2025Q4: 122,987 shares; 2026Q1: 178,828 shares; 2026Q2: 179,939 shares 179,939 $49.6M 0.05% +1,111 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: 74,479 shares; 2024Q4: 80,489 shares; 2025Q1: 138,191 shares; 2025Q2: 145,965 shares; 2025Q3: 141,827 shares; 2025Q4: 144,876 shares; 2026Q1: 138,756 shares; 2026Q2: 121,128 shares 121,128 $49.3M 0.05% -17,628 Timeline SCHZ 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: 960,753 shares; 2024Q4: 2,079,620 shares; 2025Q1: 2,153,283 shares; 2025Q2: 2,105,158 shares; 2025Q3: 2,074,882 shares; 2025Q4: 2,136,384 shares; 2026Q1: 2,156,252 shares; 2026Q2: 2,132,074 shares 2,132,074 $49.3M 0.05% -24,178 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: 219,781 shares 219,781 $49.2M 0.05% new 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: 272,775 shares; 2024Q4: 267,173 shares; 2025Q1: 280,382 shares; 2025Q2: 283,402 shares; 2025Q3: 295,634 shares; 2025Q4: 317,068 shares; 2026Q1: 293,064 shares; 2026Q2: 298,489 shares 298,489 $49.1M 0.05% +5,425 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,456 shares; 2024Q4: 64,768 shares; 2025Q1: 69,578 shares; 2025Q2: 101,416 shares; 2025Q3: 166,464 shares; 2025Q4: 430,693 shares; 2026Q1: 645,537 shares; 2026Q2: 650,883 shares 650,883 $48.5M 0.05% +5,346 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: 749,833 shares; 2024Q4: 739,669 shares; 2025Q1: 744,042 shares; 2025Q2: 725,090 shares; 2025Q3: 677,027 shares; 2025Q4: 630,597 shares; 2026Q1: 524,764 shares; 2026Q2: 473,932 shares 473,932 $48.4M 0.05% -50,832 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813,455 shares; 2024Q4: 830,588 shares; 2025Q1: 1,063,854 shares; 2025Q2: 1,057,098 shares; 2025Q3: 1,073,953 shares; 2025Q4: 1,004,848 shares; 2026Q1: 1,023,762 shares; 2026Q2: 871,753 shares 871,753 $48.4M 0.05% -152,009 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: 217,569 shares 217,569 $48.1M 0.05% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,485 shares; 2024Q4: 599,767 shares; 2025Q1: 601,981 shares; 2025Q2: 608,762 shares; 2025Q3: 136,896 shares; 2025Q4: 190,223 shares; 2026Q1: 212,506 shares; 2026Q2: 493,580 shares 493,580 $47.9M 0.05% +281,074 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: 309,137 shares; 2024Q4: 323,324 shares; 2025Q1: 322,703 shares; 2025Q2: 344,330 shares; 2025Q3: 340,240 shares; 2025Q4: 346,097 shares; 2026Q1: 334,677 shares; 2026Q2: 335,917 shares 335,917 $47.8M 0.05% +1,240 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516,850 shares; 2024Q4: 1,104,542 shares; 2025Q1: 1,137,652 shares; 2025Q2: 1,134,217 shares; 2025Q3: 1,184,421 shares; 2025Q4: 1,272,504 shares; 2026Q1: 970,635 shares; 2026Q2: 944,326 shares 944,326 $47.8M 0.05% -26,309 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: 10,459 shares; 2024Q4: 9,443 shares; 2025Q1: 10,232 shares; 2025Q2: 11,240 shares; 2025Q3: 10,861 shares; 2025Q4: 2,676 shares; 2026Q1: 41,163 shares; 2026Q2: 34,399 shares 34,399 $47.5M 0.05% -6,764 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 5,785 shares; 2025Q1: 5,559 shares; 2025Q2: not reported; 2025Q3: 9,327 shares; 2025Q4: 12,485 shares; 2026Q1: 32,780 shares; 2026Q2: 55,202 shares 55,202 $47.4M 0.05% +22,422 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,624 shares; 2024Q4: 142,046 shares; 2025Q1: 406,365 shares; 2025Q2: 541,606 shares; 2025Q3: 755,962 shares; 2025Q4: 765,415 shares; 2026Q1: 852,136 shares; 2026Q2: 873,528 shares 873,528 $47.2M 0.05% +21,392 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: 133,052 shares; 2024Q4: 154,391 shares; 2025Q1: 163,272 shares; 2025Q2: 184,037 shares; 2025Q3: 181,014 shares; 2025Q4: 178,384 shares; 2026Q1: 272,467 shares; 2026Q2: 322,905 shares 322,905 $47.2M 0.05% +50,438 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: 1,088,981 shares; 2024Q4: 1,086,848 shares; 2025Q1: 1,162,526 shares; 2025Q2: 1,299,648 shares; 2025Q3: 1,257,037 shares; 2025Q4: 1,394,854 shares; 2026Q1: 1,372,882 shares; 2026Q2: 1,270,526 shares 1,270,526 $46.7M 0.05% -102,356 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,372 shares; 2024Q4: 5,408 shares; 2025Q1: 5,295 shares; 2025Q2: 16,294 shares; 2025Q3: 38,117 shares; 2025Q4: 88,547 shares; 2026Q1: 141,468 shares; 2026Q2: 160,375 shares 160,375 $46.4M 0.05% +18,907 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: 135,016 shares; 2024Q4: 123,197 shares; 2025Q1: 127,966 shares; 2025Q2: 123,487 shares; 2025Q3: 122,229 shares; 2025Q4: 126,353 shares; 2026Q1: 121,550 shares; 2026Q2: 529,279 shares 529,279 $45.9M 0.05% +407,729 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: 64,204 shares; 2024Q4: 62,538 shares; 2025Q1: 56,296 shares; 2025Q2: 60,916 shares; 2025Q3: 65,058 shares; 2025Q4: 68,378 shares; 2026Q1: 77,891 shares; 2026Q2: 71,155 shares 71,155 $45.6M 0.05% -6,736 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,119 shares; 2024Q4: 6,485 shares; 2025Q1: 15,199 shares; 2025Q2: 15,833 shares; 2025Q3: 21,911 shares; 2025Q4: 26,158 shares; 2026Q1: 36,969 shares; 2026Q2: 73,424 shares 73,424 $45.3M 0.05% +36,455 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603,938 shares; 2024Q4: 628,310 shares; 2025Q1: 685,087 shares; 2025Q2: 664,073 shares; 2025Q3: 700,760 shares; 2025Q4: 678,569 shares; 2026Q1: 723,029 shares; 2026Q2: 768,955 shares 768,955 $44.8M 0.05% +45,926 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: 44,053 shares; 2024Q4: 45,619 shares; 2025Q1: 45,045 shares; 2025Q2: 40,706 shares; 2025Q3: 41,520 shares; 2025Q4: 48,617 shares; 2026Q1: 77,401 shares; 2026Q2: 133,194 shares 133,194 $44.2M 0.05% +55,793 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: 466,863 shares; 2024Q4: 510,301 shares; 2025Q1: 486,926 shares; 2025Q2: 511,242 shares; 2025Q3: 540,648 shares; 2025Q4: 716,119 shares; 2026Q1: 768,491 shares; 2026Q2: 726,018 shares 726,018 $43.9M 0.05% -42,473 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,578 shares; 2024Q4: 9,913 shares; 2025Q1: 11,732 shares; 2025Q2: 11,942 shares; 2025Q3: 12,212 shares; 2025Q4: 56,567 shares; 2026Q1: 56,265 shares; 2026Q2: 53,794 shares 53,794 $43M 0.05% -2,471 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: 48,977 shares; 2024Q4: 58,442 shares; 2025Q1: 62,372 shares; 2025Q2: 67,618 shares; 2025Q3: 74,756 shares; 2025Q4: 77,535 shares; 2026Q1: 119,202 shares; 2026Q2: 130,113 shares 130,113 $43M 0.05% +10,911 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: 127,941 shares; 2024Q4: 123,421 shares; 2025Q1: 135,156 shares; 2025Q2: 230,960 shares; 2025Q3: 240,543 shares; 2025Q4: 315,968 shares; 2026Q1: 474,847 shares; 2026Q2: 457,675 shares 457,675 $42.9M 0.05% -17,172 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,119 shares; 2024Q4: 271,571 shares; 2025Q1: 321,641 shares; 2025Q2: 344,483 shares; 2025Q3: 361,754 shares; 2025Q4: 450,978 shares; 2026Q1: 477,177 shares; 2026Q2: 436,059 shares 436,059 $42.9M 0.05% -41,118 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,597 shares; 2024Q4: 73,706 shares; 2025Q1: 79,273 shares; 2025Q2: 78,717 shares; 2025Q3: 79,291 shares; 2025Q4: 79,757 shares; 2026Q1: 68,255 shares; 2026Q2: 110,821 shares 110,821 $42.9M 0.05% +42,566 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: 103,808 shares; 2024Q4: 111,571 shares; 2025Q1: 109,987 shares; 2025Q2: 162,686 shares; 2025Q3: 152,018 shares; 2025Q4: 136,909 shares; 2026Q1: 205,465 shares; 2026Q2: 329,564 shares 329,564 $42.8M 0.04% +124,099 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,307 shares; 2024Q4: 610,327 shares; 2025Q1: 1,222,847 shares; 2025Q2: 1,374,605 shares; 2025Q3: 1,252,891 shares; 2025Q4: 1,210,531 shares; 2026Q1: 1,321,475 shares; 2026Q2: 1,024,210 shares 1,024,210 $42.7M 0.04% -297,265 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: 166,178 shares; 2024Q4: 166,291 shares; 2025Q1: 23,161 shares; 2025Q2: 30,440 shares; 2025Q3: 148,389 shares; 2025Q4: 228,695 shares; 2026Q1: 136,498 shares; 2026Q2: 163,907 shares 163,907 $42.7M 0.04% +27,409 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: 865,778 shares; 2024Q4: 504,243 shares; 2025Q1: 506,552 shares; 2025Q2: 612,326 shares; 2025Q3: 610,439 shares; 2025Q4: 600,255 shares; 2026Q1: 552,243 shares; 2026Q2: 443,095 shares 443,095 $42.7M 0.04% -109,148 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,446 shares; 2024Q4: 43,181 shares; 2025Q1: 464,910 shares; 2025Q2: 604,958 shares; 2025Q3: 765,673 shares; 2025Q4: 942,514 shares; 2026Q1: 1,135,924 shares; 2026Q2: 1,077,734 shares 1,077,734 $42.6M 0.04% -58,190 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: 64,234 shares; 2024Q4: 64,826 shares; 2025Q1: 73,277 shares; 2025Q2: 77,409 shares; 2025Q3: 78,425 shares; 2025Q4: 78,964 shares; 2026Q1: 85,310 shares; 2026Q2: 81,231 shares 81,231 $42.4M 0.04% -4,079 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: 34,312 shares; 2024Q4: 34,271 shares; 2025Q1: 33,501 shares; 2025Q2: 31,338 shares; 2025Q3: 32,379 shares; 2025Q4: 26,446 shares; 2026Q1: 30,770 shares; 2026Q2: 43,123 shares 43,123 $42.2M 0.04% +12,353 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,497 shares; 2024Q4: 450,406 shares; 2025Q1: 410,649 shares; 2025Q2: 403,435 shares; 2025Q3: 371,466 shares; 2025Q4: 348,430 shares; 2026Q1: 376,474 shares; 2026Q2: 338,079 shares 338,079 $42.1M 0.04% -38,395 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: 194,953 shares; 2024Q4: 224,325 shares; 2025Q1: 220,715 shares; 2025Q2: 271,990 shares; 2025Q3: 318,086 shares; 2025Q4: 397,838 shares; 2026Q1: 495,702 shares; 2026Q2: 499,018 shares 499,018 $41.8M 0.04% +3,316 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146,026 shares; 2024Q4: 2,106,128 shares; 2025Q1: 2,099,953 shares; 2025Q2: 2,097,202 shares; 2025Q3: 2,062,840 shares; 2025Q4: 2,056,567 shares; 2026Q1: 2,049,887 shares; 2026Q2: 2,045,817 shares 2,045,817 $41.6M 0.04% -4,070 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,736 shares; 2024Q4: 175,766 shares; 2025Q1: 244,642 shares; 2025Q2: 300,755 shares; 2025Q3: 413,214 shares; 2025Q4: 431,206 shares; 2026Q1: 2,484,960 shares; 2026Q2: 960,829 shares 960,829 $41M 0.04% -1,524,131 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: 257,419 shares; 2024Q4: 311,412 shares; 2025Q1: 281,763 shares; 2025Q2: 291,576 shares; 2025Q3: 294,816 shares; 2025Q4: 299,331 shares; 2026Q1: 713,905 shares; 2026Q2: 745,392 shares 745,392 $39.6M 0.04% +31,487 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,400 shares; 2024Q4: 25,219 shares; 2025Q1: 39,658 shares; 2025Q2: 92,837 shares; 2025Q3: 199,752 shares; 2025Q4: 396,042 shares; 2026Q1: 591,626 shares; 2026Q2: 590,620 shares 590,620 $39.2M 0.04% -1,006 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: 30,616 shares; 2024Q4: 25,844 shares; 2025Q1: 47,119 shares; 2025Q2: 58,003 shares; 2025Q3: 27,261 shares; 2025Q4: 7,039 shares; 2026Q1: 130,656 shares; 2026Q2: 693,495 shares 693,495 $38.9M 0.04% +562,839 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: 78,415 shares; 2024Q4: 80,220 shares; 2025Q1: 89,310 shares; 2025Q2: 92,462 shares; 2025Q3: 94,148 shares; 2025Q4: 98,467 shares; 2026Q1: 91,778 shares; 2026Q2: 90,538 shares 90,538 $38.6M 0.04% -1,240 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,531 shares; 2024Q4: 925,942 shares; 2025Q1: 938,929 shares; 2025Q2: 967,891 shares; 2025Q3: 980,982 shares; 2025Q4: 999,238 shares; 2026Q1: 953,263 shares; 2026Q2: 944,022 shares 944,022 $38.1M 0.04% -9,241 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: 122,541 shares; 2024Q4: 129,461 shares; 2025Q1: 142,582 shares; 2025Q2: 146,659 shares; 2025Q3: 127,461 shares; 2025Q4: 31,648 shares; 2026Q1: 44,919 shares; 2026Q2: 85,440 shares 85,440 $38.1M 0.04% +40,521 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,128 shares; 2024Q4: 8,114 shares; 2025Q1: 8,914 shares; 2025Q2: 12,707 shares; 2025Q3: 17,503 shares; 2025Q4: 24,494 shares; 2026Q1: 44,645 shares; 2026Q2: 45,867 shares 45,867 $38.1M 0.04% +1,222 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: 32,645 shares; 2024Q4: 33,099 shares; 2025Q1: 33,761 shares; 2025Q2: 34,762 shares; 2025Q3: 68,418 shares; 2025Q4: 189,828 shares; 2026Q1: 182,753 shares; 2026Q2: 188,650 shares 188,650 $38M 0.04% +5,897 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,980 shares; 2024Q4: 144,601 shares; 2025Q1: 142,710 shares; 2025Q2: 147,953 shares; 2025Q3: 145,466 shares; 2025Q4: 209,445 shares; 2026Q1: 502,485 shares; 2026Q2: 407,558 shares 407,558 $37.6M 0.04% -94,927 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,391 shares; 2024Q4: 303,823 shares; 2025Q1: 329,991 shares; 2025Q2: 347,792 shares; 2025Q3: 338,456 shares; 2025Q4: 389,790 shares; 2026Q1: 409,704 shares; 2026Q2: 361,482 shares 361,482 $37.6M 0.04% -48,222 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: 376,471 shares; 2024Q4: 394,348 shares; 2025Q1: 420,620 shares; 2025Q2: 401,399 shares; 2025Q3: 456,804 shares; 2025Q4: 466,173 shares; 2026Q1: 461,328 shares; 2026Q2: 316,672 shares 316,672 $37.3M 0.04% -144,656 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,836 shares; 2024Q4: 440,435 shares; 2025Q1: 526,979 shares; 2025Q2: 713,493 shares; 2025Q3: 708,329 shares; 2025Q4: 669,616 shares; 2026Q1: 729,224 shares; 2026Q2: 675,012 shares 675,012 $37.1M 0.04% -54,212 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: 167,671 shares; 2024Q4: 193,593 shares; 2025Q1: 203,166 shares; 2025Q2: 198,027 shares; 2025Q3: 213,983 shares; 2025Q4: 372,726 shares; 2026Q1: 274,253 shares; 2026Q2: 256,511 shares 256,511 $37.1M 0.04% -17,742 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: 796,746 shares; 2024Q4: 833,844 shares; 2025Q1: 871,685 shares; 2025Q2: 900,245 shares; 2025Q3: 100,701 shares; 2025Q4: 102,327 shares; 2026Q1: 112,517 shares; 2026Q2: 145,917 shares 145,917 $36.5M 0.04% +33,400 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: 52,372 shares; 2024Q4: 54,229 shares; 2025Q1: 53,393 shares; 2025Q2: 56,749 shares; 2025Q3: 70,984 shares; 2025Q4: 109,546 shares; 2026Q1: 136,939 shares; 2026Q2: 171,327 shares 171,327 $36.5M 0.04% +34,388 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: 203,048 shares; 2024Q4: 235,218 shares; 2025Q1: 215,996 shares; 2025Q2: 227,371 shares; 2025Q3: 234,890 shares; 2025Q4: 236,476 shares; 2026Q1: 241,552 shares; 2026Q2: 231,391 shares 231,391 $36.3M 0.04% -10,161 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785,193 shares; 2024Q4: 815,822 shares; 2025Q1: 839,425 shares; 2025Q2: 877,059 shares; 2025Q3: 900,456 shares; 2025Q4: 912,151 shares; 2026Q1: 874,616 shares; 2026Q2: 868,899 shares 868,899 $36.2M 0.04% -5,717 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,293 shares; 2025Q4: 120,835 shares; 2026Q1: 256,795 shares; 2026Q2: 345,300 shares 345,300 $36.1M 0.04% +88,505 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: 377,355 shares; 2024Q4: 384,075 shares; 2025Q1: 403,205 shares; 2025Q2: 408,105 shares; 2025Q3: 392,054 shares; 2025Q4: 436,557 shares; 2026Q1: 454,160 shares; 2026Q2: 375,232 shares 375,232 $35.9M 0.04% -78,928 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,521 shares; 2024Q4: 77,434 shares; 2025Q1: 73,587 shares; 2025Q2: 75,961 shares; 2025Q3: 76,070 shares; 2025Q4: 98,150 shares; 2026Q1: 94,184 shares; 2026Q2: 90,658 shares 90,658 $35.8M 0.04% -3,526 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: 121,088 shares; 2024Q4: 121,383 shares; 2025Q1: 118,367 shares; 2025Q2: 302,608 shares; 2025Q3: 315,480 shares; 2025Q4: 328,146 shares; 2026Q1: 352,721 shares; 2026Q2: 369,034 shares 369,034 $35.8M 0.04% +16,313 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,700 shares; 2024Q4: 522,832 shares; 2025Q1: 549,640 shares; 2025Q2: 911,417 shares; 2025Q3: 654,198 shares; 2025Q4: 619,748 shares; 2026Q1: 688,034 shares; 2026Q2: 706,267 shares 706,267 $35.7M 0.04% +18,233 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,936 shares; 2024Q4: 59,545 shares; 2025Q1: 62,787 shares; 2025Q2: 70,016 shares; 2025Q3: 98,068 shares; 2025Q4: 108,835 shares; 2026Q1: 223,270 shares; 2026Q2: 492,896 shares 492,896 $35.6M 0.04% +269,626 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,816 shares; 2024Q4: 402,923 shares; 2025Q1: 429,333 shares; 2025Q2: 457,242 shares; 2025Q3: 514,221 shares; 2025Q4: 537,147 shares; 2026Q1: 619,464 shares; 2026Q2: 665,140 shares 665,140 $35.5M 0.04% +45,676 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,680 shares; 2024Q4: 49,020 shares; 2025Q1: 78,193 shares; 2025Q2: 90,144 shares; 2025Q3: 94,900 shares; 2025Q4: 104,035 shares; 2026Q1: 107,566 shares; 2026Q2: 54,060 shares 54,060 $35.5M 0.04% -53,506 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: 328,031 shares; 2024Q4: 372,983 shares; 2025Q1: 313,613 shares; 2025Q2: 318,654 shares; 2025Q3: 328,919 shares; 2025Q4: 349,774 shares; 2026Q1: 322,074 shares; 2026Q2: 301,678 shares 301,678 $35.4M 0.04% -20,396 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: 169,178 shares; 2024Q4: 165,595 shares; 2025Q1: 171,986 shares; 2025Q2: 163,070 shares; 2025Q3: 160,016 shares; 2025Q4: 168,244 shares; 2026Q1: 159,270 shares; 2026Q2: 158,339 shares 158,339 $35M 0.04% -931 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,222 shares; 2024Q4: 338,163 shares; 2025Q1: 364,882 shares; 2025Q2: 375,975 shares; 2025Q3: 402,353 shares; 2025Q4: 423,628 shares; 2026Q1: 462,288 shares; 2026Q2: 447,856 shares 447,856 $34.9M 0.04% -14,432 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,850 shares; 2024Q4: 14,400 shares; 2025Q1: 24,450 shares; 2025Q2: 24,450 shares; 2025Q3: 262,757 shares; 2025Q4: 878,699 shares; 2026Q1: 1,253,784 shares; 2026Q2: 1,687,239 shares 1,687,239 $34.9M 0.04% +433,455 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,556 shares; 2024Q4: 54,633 shares; 2025Q1: 270,036 shares; 2025Q2: 378,054 shares; 2025Q3: 524,715 shares; 2025Q4: 654,005 shares; 2026Q1: 798,993 shares; 2026Q2: 1,013,239 shares 1,013,239 $34.6M 0.04% +214,246 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: 399,849 shares; 2024Q4: 382,796 shares; 2025Q1: 377,318 shares; 2025Q2: 1,509,402 shares; 2025Q3: 1,025,108 shares; 2025Q4: 1,006,227 shares; 2026Q1: 1,129,499 shares; 2026Q2: 839,856 shares 839,856 $34.5M 0.04% -289,643 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: 1,668,651 shares; 2024Q4: 1,609,501 shares; 2025Q1: 1,684,010 shares; 2025Q2: 1,805,954 shares; 2025Q3: 1,824,007 shares; 2025Q4: 1,825,681 shares; 2026Q1: 1,975,085 shares; 2026Q2: 1,798,437 shares 1,798,437 $34.4M 0.04% -176,648 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,432 shares; 2024Q4: 48,549 shares; 2025Q1: 195,573 shares; 2025Q2: 263,488 shares; 2025Q3: 342,485 shares; 2025Q4: 417,018 shares; 2026Q1: 454,410 shares; 2026Q2: 566,766 shares 566,766 $34.2M 0.04% +112,356 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: 357,245 shares; 2024Q4: 1,005,307 shares; 2025Q1: 1,048,018 shares; 2025Q2: 1,107,390 shares; 2025Q3: 1,144,396 shares; 2025Q4: 1,206,271 shares; 2026Q1: 1,256,720 shares; 2026Q2: 1,092,003 shares 1,092,003 $34M 0.04% -164,717 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: 291,716 shares; 2024Q4: 274,518 shares; 2025Q1: 488,228 shares; 2025Q2: 289,749 shares; 2025Q3: 309,447 shares; 2025Q4: 313,906 shares; 2026Q1: 352,696 shares; 2026Q2: 407,521 shares 407,521 $33.5M 0.04% +54,825 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: 534,433 shares; 2024Q4: 248,727 shares; 2025Q1: 276,778 shares; 2025Q2: 297,919 shares; 2025Q3: 333,235 shares; 2025Q4: 349,023 shares; 2026Q1: 332,710 shares; 2026Q2: 322,917 shares 322,917 $33.4M 0.04% -9,793 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805,863 shares; 2024Q4: 769,772 shares; 2025Q1: 740,420 shares; 2025Q2: 755,825 shares; 2025Q3: 761,571 shares; 2025Q4: 749,392 shares; 2026Q1: 775,906 shares; 2026Q2: 763,564 shares 763,564 $33.2M 0.03% -12,342 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,576 shares; 2024Q4: 513,284 shares; 2025Q1: 788,584 shares; 2025Q2: 771,213 shares; 2025Q3: 717,318 shares; 2025Q4: 744,810 shares; 2026Q1: 809,298 shares; 2026Q2: 798,132 shares 798,132 $33.1M 0.03% -11,166 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,642 shares; 2024Q4: 105,581 shares; 2025Q1: 156,566 shares; 2025Q2: 163,578 shares; 2025Q3: 162,700 shares; 2025Q4: 156,037 shares; 2026Q1: 256,666 shares; 2026Q2: 278,016 shares 278,016 $32.9M 0.03% +21,350 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150,704 shares; 2024Q4: 2,275,470 shares; 2025Q1: 3,706,547 shares; 2025Q2: 3,543,800 shares; 2025Q3: 3,077,766 shares; 2025Q4: 2,654,014 shares; 2026Q1: 3,080,105 shares; 2026Q2: 3,160,003 shares 3,160,003 $32.9M 0.03% +79,898 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,743 shares; 2025Q2: 352,465 shares; 2025Q3: 382,696 shares; 2025Q4: 359,643 shares; 2026Q1: 359,635 shares; 2026Q2: 423,553 shares 423,553 $32.7M 0.03% +63,918 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: 2,572,261 shares; 2024Q4: 2,576,435 shares; 2025Q1: 2,807,491 shares; 2025Q2: 2,857,451 shares; 2025Q3: 2,857,627 shares; 2025Q4: 575,757 shares; 2026Q1: 578,648 shares; 2026Q2: 438,550 shares 438,550 $32.6M 0.03% -140,098 Timeline PYLD 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: 82,327 shares; 2024Q4: 90,092 shares; 2025Q1: 144,475 shares; 2025Q2: 181,319 shares; 2025Q3: 432,102 shares; 2025Q4: 914,233 shares; 2026Q1: 689,354 shares; 2026Q2: 1,224,956 shares 1,224,956 $32.5M 0.03% +535,602 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,785 shares; 2024Q4: 465,208 shares; 2025Q1: 521,560 shares; 2025Q2: 563,669 shares; 2025Q3: 588,452 shares; 2025Q4: 598,461 shares; 2026Q1: 627,534 shares; 2026Q2: 636,321 shares 636,321 $32.5M 0.03% +8,787 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: 256,144 shares; 2024Q4: 251,990 shares; 2025Q1: 261,083 shares; 2025Q2: 271,695 shares; 2025Q3: 285,422 shares; 2025Q4: 302,841 shares; 2026Q1: 318,634 shares; 2026Q2: 314,863 shares 314,863 $32.4M 0.03% -3,771 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: 155,454 shares; 2024Q4: 164,486 shares; 2025Q1: 176,205 shares; 2025Q2: 176,102 shares; 2025Q3: 176,241 shares; 2025Q4: 158,961 shares; 2026Q1: 132,190 shares; 2026Q2: 143,497 shares 143,497 $32.1M 0.03% +11,307 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,184 shares; 2024Q4: 158,940 shares; 2025Q1: 192,064 shares; 2025Q2: 176,784 shares; 2025Q3: 176,390 shares; 2025Q4: 98,208 shares; 2026Q1: 552,271 shares; 2026Q2: 653,421 shares 653,421 $31.7M 0.03% +101,150 Timeline JEPI 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: 241,116 shares; 2024Q4: 452,785 shares; 2025Q1: 426,672 shares; 2025Q2: 422,105 shares; 2025Q3: 448,594 shares; 2025Q4: 497,524 shares; 2026Q1: 609,009 shares; 2026Q2: 561,809 shares 561,809 $31.7M 0.03% -47,200 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,732 shares; 2024Q4: 7,909 shares; 2025Q1: 9,766 shares; 2025Q2: 9,967 shares; 2025Q3: 37,603 shares; 2025Q4: 5,388 shares; 2026Q1: 82,225 shares; 2026Q2: 137,882 shares 137,882 $31.5M 0.03% +55,657 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: 241,027 shares; 2024Q4: 371,755 shares; 2025Q1: 370,236 shares; 2025Q2: 922,988 shares; 2025Q3: 791,045 shares; 2025Q4: 888,937 shares; 2026Q1: 887,995 shares; 2026Q2: 614,234 shares 614,234 $31.3M 0.03% -273,761 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: 73,294 shares; 2024Q4: 94,393 shares; 2025Q1: 70,308 shares; 2025Q2: 97,410 shares; 2025Q3: 99,747 shares; 2025Q4: 102,387 shares; 2026Q1: 96,834 shares; 2026Q2: 91,250 shares 91,250 $31.3M 0.03% -5,584 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,704 shares; 2024Q4: 49,359 shares; 2025Q1: 53,018 shares; 2025Q2: 63,281 shares; 2025Q3: 54,334 shares; 2025Q4: 70,271 shares; 2026Q1: 63,434 shares; 2026Q2: 63,576 shares 63,576 $31.2M 0.03% +142 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,896 shares; 2024Q4: 291,260 shares; 2025Q1: 293,756 shares; 2025Q2: 320,438 shares; 2025Q3: 302,473 shares; 2025Q4: 314,297 shares; 2026Q1: 591,181 shares; 2026Q2: 689,331 shares 689,331 $31.1M 0.03% +98,150 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,857 shares; 2024Q4: 200,243 shares; 2025Q1: 205,318 shares; 2025Q2: 215,448 shares; 2025Q3: 220,817 shares; 2025Q4: 219,138 shares; 2026Q1: 304,381 shares; 2026Q2: 204,288 shares 204,288 $31.1M 0.03% -100,093 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: 49,729 shares; 2024Q4: 52,101 shares; 2025Q1: 59,204 shares; 2025Q2: 60,588 shares; 2025Q3: 59,353 shares; 2025Q4: 51,870 shares; 2026Q1: 70,716 shares; 2026Q2: 68,324 shares 68,324 $30.9M 0.03% -2,392 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,098 shares; 2024Q4: 636,970 shares; 2025Q1: 657,489 shares; 2025Q2: 637,079 shares; 2025Q3: 1,048,574 shares; 2025Q4: 1,077,058 shares; 2026Q1: 698,802 shares; 2026Q2: 726,574 shares 726,574 $30.8M 0.03% +27,772 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,872 shares; 2024Q4: 9,490 shares; 2025Q1: 53,062 shares; 2025Q2: 78,979 shares; 2025Q3: 75,791 shares; 2025Q4: 64,819 shares; 2026Q1: 79,802 shares; 2026Q2: 115,513 shares 115,513 $30.8M 0.03% +35,711 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: 338,008 shares; 2024Q4: 350,793 shares; 2025Q1: 355,802 shares; 2025Q2: 376,167 shares; 2025Q3: 371,646 shares; 2025Q4: 564,088 shares; 2026Q1: 581,216 shares; 2026Q2: 321,071 shares 321,071 $30.7M 0.03% -260,145 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,352 shares; 2024Q4: 49,898 shares; 2025Q1: 53,086 shares; 2025Q2: 98,996 shares; 2025Q3: 106,161 shares; 2025Q4: 127,381 shares; 2026Q1: 155,000 shares; 2026Q2: 117,273 shares 117,273 $30.6M 0.03% -37,727 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,970 shares; 2024Q4: 185,088 shares; 2025Q1: 173,233 shares; 2025Q2: 206,710 shares; 2025Q3: 223,028 shares; 2025Q4: 282,698 shares; 2026Q1: 301,371 shares; 2026Q2: 256,942 shares 256,942 $30.6M 0.03% -44,429 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697,755 shares; 2024Q4: 1,775,845 shares; 2025Q1: 304,490 shares; 2025Q2: 317,413 shares; 2025Q3: 2,397,826 shares; 2025Q4: 3,834,527 shares; 2026Q1: 2,279,787 shares; 2026Q2: 2,257,385 shares 2,257,385 $30.2M 0.03% -22,402 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,926 shares; 2024Q4: 11,822 shares; 2025Q1: 7,885 shares; 2025Q2: 8,180 shares; 2025Q3: 8,586 shares; 2025Q4: 7,604 shares; 2026Q1: 7,546 shares; 2026Q2: 9,414 shares 9,414 $30.1M 0.03% +1,868 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,146 shares; 2024Q4: 88,969 shares; 2025Q1: 95,918 shares; 2025Q2: 101,889 shares; 2025Q3: 103,715 shares; 2025Q4: 100,251 shares; 2026Q1: 96,689 shares; 2026Q2: 75,843 shares 75,843 $29.6M 0.03% -20,846 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,401 shares; 2024Q4: 62,912 shares; 2025Q1: 89,351 shares; 2025Q2: 97,867 shares; 2025Q3: 94,130 shares; 2025Q4: 91,230 shares; 2026Q1: 181,484 shares; 2026Q2: 325,662 shares 325,662 $29.5M 0.03% +144,178 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: 168,847 shares; 2024Q4: 167,934 shares; 2025Q1: 158,687 shares; 2025Q2: 167,376 shares; 2025Q3: 179,623 shares; 2025Q4: 182,217 shares; 2026Q1: 181,213 shares; 2026Q2: 164,793 shares 164,793 $29.4M 0.03% -16,420 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: 155,008 shares; 2024Q4: 162,083 shares; 2025Q1: 165,392 shares; 2025Q2: 173,532 shares; 2025Q3: 170,290 shares; 2025Q4: 180,072 shares; 2026Q1: 183,905 shares; 2026Q2: 189,670 shares 189,670 $29.2M 0.03% +5,765 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: 250,024 shares; 2024Q4: 239,485 shares; 2025Q1: 230,175 shares; 2025Q2: 213,770 shares; 2025Q3: 213,902 shares; 2025Q4: 471,809 shares; 2026Q1: 515,290 shares; 2026Q2: 549,699 shares 549,699 $29.2M 0.03% +34,409 Timeline ONEY 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: 155,711 shares; 2024Q4: 162,107 shares; 2025Q1: 173,181 shares; 2025Q2: 188,405 shares; 2025Q3: 208,250 shares; 2025Q4: 211,622 shares; 2026Q1: 216,622 shares; 2026Q2: 226,543 shares 226,543 $29M 0.03% +9,921 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,037 shares; 2024Q4: 74,578 shares; 2025Q1: 69,443 shares; 2025Q2: 66,024 shares; 2025Q3: 1,181,175 shares; 2025Q4: 1,222,826 shares; 2026Q1: 1,212,109 shares; 2026Q2: 1,191,262 shares 1,191,262 $29M 0.03% -20,847 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357,528 shares; 2024Q4: 366,707 shares; 2025Q1: 328,447 shares; 2025Q2: 316,471 shares; 2025Q3: 296,889 shares; 2025Q4: 284,550 shares; 2026Q1: 312,779 shares; 2026Q2: 309,736 shares 309,736 $28.9M 0.03% -3,043 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,057 shares; 2024Q4: 322,581 shares; 2025Q1: 310,772 shares; 2025Q2: 300,123 shares; 2025Q3: 326,431 shares; 2025Q4: 411,196 shares; 2026Q1: 654,649 shares; 2026Q2: 782,836 shares 782,836 $28.8M 0.03% +128,187 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,735 shares; 2024Q4: 186,198 shares; 2025Q1: 97,435 shares; 2025Q2: 117,004 shares; 2025Q3: 101,931 shares; 2025Q4: 101,160 shares; 2026Q1: 73,164 shares; 2026Q2: 55,956 shares 55,956 $28.8M 0.03% -17,208 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,536 shares; 2024Q4: 88,412 shares; 2025Q1: 94,433 shares; 2025Q2: 105,836 shares; 2025Q3: 108,877 shares; 2025Q4: 109,836 shares; 2026Q1: 106,255 shares; 2026Q2: 115,542 shares 115,542 $28.7M 0.03% +9,287 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,638 shares; 2024Q4: 10,038 shares; 2025Q1: 16,863 shares; 2025Q2: 29,108 shares; 2025Q3: 42,344 shares; 2025Q4: 70,316 shares; 2026Q1: 73,323 shares; 2026Q2: 113,556 shares 113,556 $28.6M 0.03% +40,233 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: 122,495 shares; 2024Q4: 123,002 shares; 2025Q1: 141,536 shares; 2025Q2: 145,022 shares; 2025Q3: 157,054 shares; 2025Q4: 303,691 shares; 2026Q1: 391,348 shares; 2026Q2: 407,520 shares 407,520 $28.6M 0.03% +16,172 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,331 shares; 2024Q4: 160,562 shares; 2025Q1: 240,661 shares; 2025Q2: 255,375 shares; 2025Q3: 331,050 shares; 2025Q4: 348,473 shares; 2026Q1: 347,591 shares; 2026Q2: 355,809 shares 355,809 $28.3M 0.03% +8,218 Timeline VGIT 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: 445,559 shares; 2024Q4: 425,686 shares; 2025Q1: 433,072 shares; 2025Q2: 435,069 shares; 2025Q3: 449,444 shares; 2025Q4: 456,823 shares; 2026Q1: 475,469 shares; 2026Q2: 475,864 shares 475,864 $28.1M 0.03% +395 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,812 shares; 2024Q4: 444,974 shares; 2025Q1: 530,934 shares; 2025Q2: 575,649 shares; 2025Q3: 692,915 shares; 2025Q4: 927,991 shares; 2026Q1: 951,784 shares; 2026Q2: 839,506 shares 839,506 $27.9M 0.03% -112,278 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: 234,854 shares; 2024Q4: 221,981 shares; 2025Q1: 245,803 shares; 2025Q2: 225,686 shares; 2025Q3: 220,497 shares; 2025Q4: 219,235 shares; 2026Q1: 255,162 shares; 2026Q2: 203,895 shares 203,895 $27.9M 0.03% -51,267 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: 287,948 shares; 2024Q4: 285,520 shares; 2025Q1: 345,755 shares; 2025Q2: 330,772 shares; 2025Q3: 330,645 shares; 2025Q4: 361,060 shares; 2026Q1: 276,157 shares; 2026Q2: 317,584 shares 317,584 $27.6M 0.03% +41,427 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,890 shares; 2024Q4: 19,166 shares; 2025Q1: 20,382 shares; 2025Q2: 7,929 shares; 2025Q3: 8,469 shares; 2025Q4: 41,875 shares; 2026Q1: 73,318 shares; 2026Q2: 197,918 shares 197,918 $27.5M 0.03% +124,600 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,754 shares; 2024Q4: 50,796 shares; 2025Q1: 52,452 shares; 2025Q2: 154,743 shares; 2025Q3: 152,711 shares; 2025Q4: 158,227 shares; 2026Q1: 39,716 shares; 2026Q2: 164,339 shares 164,339 $27.4M 0.03% +124,623 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,933 shares; 2024Q4: 33,199 shares; 2025Q1: 33,071 shares; 2025Q2: 24,234 shares; 2025Q3: 32,368 shares; 2025Q4: 23,095 shares; 2026Q1: 123,499 shares; 2026Q2: 114,447 shares 114,447 $27.2M 0.03% -9,052 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: 167,550 shares; 2024Q4: 168,603 shares; 2025Q1: 144,845 shares; 2025Q2: 154,514 shares; 2025Q3: 159,826 shares; 2025Q4: 190,789 shares; 2026Q1: 165,054 shares; 2026Q2: 166,917 shares 166,917 $27.2M 0.03% +1,863 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: 277,707 shares; 2024Q4: 277,084 shares; 2025Q1: 272,178 shares; 2025Q2: 274,585 shares; 2025Q3: 212,463 shares; 2025Q4: 163,330 shares; 2026Q1: 240,888 shares; 2026Q2: 296,489 shares 296,489 $27.2M 0.03% +55,601 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,547 shares; 2024Q4: 42,949 shares; 2025Q1: 43,797 shares; 2025Q2: 44,751 shares; 2025Q3: 45,611 shares; 2025Q4: 52,063 shares; 2026Q1: 65,981 shares; 2026Q2: 63,760 shares 63,760 $27.1M 0.03% -2,221 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: 66,981 shares; 2024Q4: 68,091 shares; 2025Q1: 68,773 shares; 2025Q2: 65,711 shares; 2025Q3: 62,953 shares; 2025Q4: 43,243 shares; 2026Q1: 56,926 shares; 2026Q2: 85,700 shares 85,700 $27M 0.03% +28,774 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,325 shares; 2024Q4: 85,337 shares; 2025Q1: 107,729 shares; 2025Q2: 122,129 shares; 2025Q3: 121,698 shares; 2025Q4: 149,338 shares; 2026Q1: 178,322 shares; 2026Q2: 203,100 shares 203,100 $26.9M 0.03% +24,778 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: 801,313 shares; 2024Q4: 773,979 shares; 2025Q1: 792,433 shares; 2025Q2: 1,120,321 shares; 2025Q3: 1,067,145 shares; 2025Q4: 916,723 shares; 2026Q1: 679,922 shares; 2026Q2: 456,762 shares 456,762 $26.4M 0.03% -223,160 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: 218,079 shares; 2024Q4: 206,653 shares; 2025Q1: 199,156 shares; 2025Q2: 210,608 shares; 2025Q3: 228,913 shares; 2025Q4: 236,370 shares; 2026Q1: 201,383 shares; 2026Q2: 142,256 shares 142,256 $26.4M 0.03% -59,127 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,782 shares; 2024Q4: 20,639 shares; 2025Q1: 18,012 shares; 2025Q2: 27,033 shares; 2025Q3: 54,792 shares; 2025Q4: 96,013 shares; 2026Q1: 160,869 shares; 2026Q2: 155,039 shares 155,039 $26.1M 0.03% -5,830 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: 5,342 shares; 2025Q1: 5,520 shares; 2025Q2: 17,291 shares; 2025Q3: 81,200 shares; 2025Q4: 76,665 shares; 2026Q1: 88,597 shares; 2026Q2: 122,052 shares 122,052 $26M 0.03% +33,455 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: 379,657 shares; 2024Q4: 386,282 shares; 2025Q1: 137,386 shares; 2025Q2: 152,396 shares; 2025Q3: 139,935 shares; 2025Q4: 136,424 shares; 2026Q1: 166,209 shares; 2026Q2: 126,476 shares 126,476 $25.9M 0.03% -39,733 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,225 shares; 2024Q4: 241,269 shares; 2025Q1: 247,780 shares; 2025Q2: 274,521 shares; 2025Q3: 366,522 shares; 2025Q4: 443,373 shares; 2026Q1: 609,952 shares; 2026Q2: 1,025,869 shares 1,025,869 $25.9M 0.03% +415,917 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: 172,731 shares; 2024Q4: 187,947 shares; 2025Q1: 183,794 shares; 2025Q2: 183,162 shares; 2025Q3: 166,322 shares; 2025Q4: 142,322 shares; 2026Q1: 135,395 shares; 2026Q2: 102,615 shares 102,615 $25.8M 0.03% -32,780 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: 444,213 shares; 2024Q4: 407,277 shares; 2025Q1: 396,577 shares; 2025Q2: 396,208 shares; 2025Q3: 375,852 shares; 2025Q4: 790,303 shares; 2026Q1: 740,082 shares; 2026Q2: 568,792 shares 568,792 $25.8M 0.03% -171,290 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: 27,824 shares; 2024Q4: 35,216 shares; 2025Q1: 47,206 shares; 2025Q2: 44,053 shares; 2025Q3: 28,484 shares; 2025Q4: 38,290 shares; 2026Q1: 27,594 shares; 2026Q2: 35,764 shares 35,764 $25.8M 0.03% +8,170 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: 276,537 shares; 2024Q4: 284,325 shares; 2025Q1: 298,632 shares; 2025Q2: 300,762 shares; 2025Q3: 249,986 shares; 2025Q4: 273,218 shares; 2026Q1: 299,120 shares; 2026Q2: 225,045 shares 225,045 $25.7M 0.03% -74,075 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,138 shares; 2024Q4: 320,787 shares; 2025Q1: 321,174 shares; 2025Q2: 320,308 shares; 2025Q3: 315,201 shares; 2025Q4: 308,653 shares; 2026Q1: 310,388 shares; 2026Q2: 304,855 shares 304,855 $25.6M 0.03% -5,533 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,058 shares; 2025Q3: 13,099 shares; 2025Q4: 31,257 shares; 2026Q1: 53,990 shares; 2026Q2: 317,774 shares 317,774 $25.5M 0.03% +263,784 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: 169,900 shares; 2024Q4: 169,222 shares; 2025Q1: 171,719 shares; 2025Q2: 170,061 shares; 2025Q3: 168,714 shares; 2025Q4: 171,956 shares; 2026Q1: 174,235 shares; 2026Q2: 171,395 shares 171,395 $25.3M 0.03% -2,840 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: 30,562 shares; 2024Q4: 30,689 shares; 2025Q1: 34,288 shares; 2025Q2: 35,192 shares; 2025Q3: 36,054 shares; 2025Q4: 52,474 shares; 2026Q1: 72,492 shares; 2026Q2: 55,156 shares 55,156 $25.3M 0.03% -17,336 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: 336,994 shares; 2024Q4: 332,992 shares; 2025Q1: 323,710 shares; 2025Q2: 320,174 shares; 2025Q3: 341,677 shares; 2025Q4: 346,622 shares; 2026Q1: 340,514 shares; 2026Q2: 325,369 shares 325,369 $25.2M 0.03% -15,145 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: 230,978 shares; 2024Q4: 231,741 shares; 2025Q1: 228,210 shares; 2025Q2: 247,782 shares; 2025Q3: 235,480 shares; 2025Q4: 227,032 shares; 2026Q1: 309,977 shares; 2026Q2: 340,252 shares 340,252 $25M 0.03% +30,275 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,960 shares; 2024Q4: 300,372 shares; 2025Q1: 307,244 shares; 2025Q2: 314,035 shares; 2025Q3: 311,241 shares; 2025Q4: 323,286 shares; 2026Q1: 324,868 shares; 2026Q2: 329,563 shares 329,563 $25M 0.03% +4,695 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: 352,091 shares; 2024Q4: 365,069 shares; 2025Q1: 436,589 shares; 2025Q2: 420,646 shares; 2025Q3: 454,101 shares; 2025Q4: 336,240 shares; 2026Q1: 594,702 shares; 2026Q2: 272,735 shares 272,735 $24.6M 0.03% -321,967 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,835 shares; 2024Q4: 74,960 shares; 2025Q1: 87,154 shares; 2025Q2: 97,858 shares; 2025Q3: 104,829 shares; 2025Q4: 133,000 shares; 2026Q1: 276,542 shares; 2026Q2: 491,335 shares 491,335 $24.5M 0.03% +214,793 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,094 shares; 2024Q4: 208,428 shares; 2025Q1: 225,997 shares; 2025Q2: 221,224 shares; 2025Q3: 261,674 shares; 2025Q4: 982,857 shares; 2026Q1: 1,012,174 shares; 2026Q2: 1,007,776 shares 1,007,776 $24.4M 0.03% -4,398 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,631 shares; 2024Q4: 312,376 shares; 2025Q1: 315,092 shares; 2025Q2: 315,355 shares; 2025Q3: 303,264 shares; 2025Q4: 306,107 shares; 2026Q1: 329,880 shares; 2026Q2: 326,605 shares 326,605 $24.3M 0.03% -3,275 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: 145,236 shares; 2024Q4: 148,994 shares; 2025Q1: 163,330 shares; 2025Q2: 168,040 shares; 2025Q3: 176,006 shares; 2025Q4: 220,683 shares; 2026Q1: 237,420 shares; 2026Q2: 284,591 shares 284,591 $24.1M 0.03% +47,171 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: 976,305 shares; 2024Q4: 1,018,222 shares; 2025Q1: 1,048,063 shares; 2025Q2: 280,895 shares; 2025Q3: 259,289 shares; 2025Q4: 279,408 shares; 2026Q1: 539,216 shares; 2026Q2: 687,960 shares 687,960 $23.9M 0.03% +148,744 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: 511,046 shares; 2024Q4: 683,514 shares; 2025Q1: 575,320 shares; 2025Q2: 652,318 shares; 2025Q3: 536,328 shares; 2025Q4: 506,796 shares; 2026Q1: 515,335 shares; 2026Q2: 441,936 shares 441,936 $23.7M 0.02% -73,399 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985,003 shares; 2024Q4: 968,921 shares; 2025Q1: 974,063 shares; 2025Q2: 980,143 shares; 2025Q3: 998,928 shares; 2025Q4: 1,002,376 shares; 2026Q1: 1,016,435 shares; 2026Q2: 1,054,411 shares 1,054,411 $23.5M 0.02% +37,976 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778,714 shares; 2024Q4: 563,941 shares; 2025Q1: 480,233 shares; 2025Q2: 504,975 shares; 2025Q3: 492,023 shares; 2025Q4: 490,242 shares; 2026Q1: 486,564 shares; 2026Q2: 390,516 shares 390,516 $23.3M 0.02% -96,048 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,402 shares; 2024Q4: 10,036 shares; 2025Q1: 30,769 shares; 2025Q2: 41,356 shares; 2025Q3: 30,239 shares; 2025Q4: 169,794 shares; 2026Q1: 109,282 shares; 2026Q2: 299,709 shares 299,709 $23.3M 0.02% +190,427 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,640 shares; 2024Q4: 48,254 shares; 2025Q1: 52,314 shares; 2025Q2: 58,211 shares; 2025Q3: 67,286 shares; 2025Q4: 58,361 shares; 2026Q1: 75,558 shares; 2026Q2: 96,828 shares 96,828 $23M 0.02% +21,270 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,430 shares; 2024Q4: 14,578 shares; 2025Q1: 16,474 shares; 2025Q2: 24,619 shares; 2025Q3: 26,001 shares; 2025Q4: 51,480 shares; 2026Q1: 116,564 shares; 2026Q2: 117,488 shares 117,488 $22.7M 0.02% +924 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437,889 shares; 2026Q1: 473,936 shares; 2026Q2: 493,783 shares 493,783 $22.5M 0.02% +19,847 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,364 shares; 2024Q4: 8,720 shares; 2025Q1: 191,192 shares; 2025Q2: 192,694 shares; 2025Q3: 196,534 shares; 2025Q4: 198,169 shares; 2026Q1: 198,070 shares; 2026Q2: 196,817 shares 196,817 $22.5M 0.02% -1,253 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854,808 shares; 2024Q4: 900,477 shares; 2025Q1: 1,051,935 shares; 2025Q2: 1,027,850 shares; 2025Q3: 992,739 shares; 2025Q4: 1,005,582 shares; 2026Q1: 1,154,968 shares; 2026Q2: 1,691,957 shares 1,691,957 $22.4M 0.02% +536,989 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: 61,376 shares; 2024Q4: 65,553 shares; 2025Q1: 64,259 shares; 2025Q2: 62,752 shares; 2025Q3: 63,727 shares; 2025Q4: 64,230 shares; 2026Q1: 61,656 shares; 2026Q2: 56,396 shares 56,396 $22.2M 0.02% -5,260 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: 640,373 shares; 2024Q4: 496,494 shares; 2025Q1: 494,395 shares; 2025Q2: 493,567 shares; 2025Q3: 484,706 shares; 2025Q4: 475,105 shares; 2026Q1: 493,952 shares; 2026Q2: 503,400 shares 503,400 $22.2M 0.02% +9,448 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: 1,906,473 shares; 2024Q4: 1,868,578 shares; 2025Q1: 2,370,576 shares; 2025Q2: 2,120,179 shares; 2025Q3: 2,104,117 shares; 2025Q4: 2,177,627 shares; 2026Q1: 317,312 shares; 2026Q2: 234,295 shares 234,295 $22.2M 0.02% -83,017 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,188 shares; 2024Q4: 8,914 shares; 2025Q1: 3,636 shares; 2025Q2: 4,376 shares; 2025Q3: 3,866 shares; 2025Q4: 6,040 shares; 2026Q1: 27,661 shares; 2026Q2: 47,510 shares 47,510 $22.1M 0.02% +19,849 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,915 shares; 2024Q4: 4,250 shares; 2025Q1: 4,329 shares; 2025Q2: 4,425 shares; 2025Q3: 4,035 shares; 2025Q4: 13,796 shares; 2026Q1: 25,939 shares; 2026Q2: 34,255 shares 34,255 $22.1M 0.02% +8,316 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,573 shares; 2024Q4: 48,194 shares; 2025Q1: 76,766 shares; 2025Q2: 107,895 shares; 2025Q3: 147,859 shares; 2025Q4: 181,872 shares; 2026Q1: 237,397 shares; 2026Q2: 268,947 shares 268,947 $22M 0.02% +31,550 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: 63,121 shares; 2024Q4: 58,654 shares; 2025Q1: 56,298 shares; 2025Q2: 56,291 shares; 2025Q3: 53,634 shares; 2025Q4: 62,756 shares; 2026Q1: 52,930 shares; 2026Q2: 43,875 shares 43,875 $21.7M 0.02% -9,055 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,544 shares; 2024Q4: 204,242 shares; 2025Q1: 232,734 shares; 2025Q2: 221,072 shares; 2025Q3: 215,013 shares; 2025Q4: 215,754 shares; 2026Q1: 186,513 shares; 2026Q2: 330,608 shares 330,608 $21.7M 0.02% +144,095 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: 93,765 shares; 2024Q4: 86,718 shares; 2025Q1: 100,335 shares; 2025Q2: 883,796 shares; 2025Q3: 160,432 shares; 2025Q4: 212,945 shares; 2026Q1: 199,891 shares; 2026Q2: 196,256 shares 196,256 $21.7M 0.02% -3,635 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,815 shares; 2025Q3: 155,191 shares; 2025Q4: 184,454 shares; 2026Q1: 157,675 shares; 2026Q2: 213,052 shares 213,052 $21.7M 0.02% +55,377 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,086 shares; 2024Q4: 10,606 shares; 2025Q1: 8,787 shares; 2025Q2: 8,497 shares; 2025Q3: 6,273 shares; 2025Q4: 13,560 shares; 2026Q1: 64,434 shares; 2026Q2: 68,080 shares 68,080 $21.6M 0.02% +3,646 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,150 shares; 2024Q4: 15,589 shares; 2025Q1: 22,944 shares; 2025Q2: 38,742 shares; 2025Q3: 68,601 shares; 2025Q4: 155,232 shares; 2026Q1: 325,848 shares; 2026Q2: 423,028 shares 423,028 $21.6M 0.02% +97,180 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,154 shares; 2024Q4: 34,662 shares; 2025Q1: 35,888 shares; 2025Q2: 41,219 shares; 2025Q3: 40,108 shares; 2025Q4: 38,466 shares; 2026Q1: 60,417 shares; 2026Q2: 61,119 shares 61,119 $21.4M 0.02% +702 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,133 shares; 2024Q4: 9,769 shares; 2025Q1: 23,204 shares; 2025Q2: 32,577 shares; 2025Q3: 48,126 shares; 2025Q4: 78,133 shares; 2026Q1: 72,169 shares; 2026Q2: 78,197 shares 78,197 $21.2M 0.02% +6,028 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: 27,781 shares; 2024Q4: 29,523 shares; 2025Q1: 31,326 shares; 2025Q2: 38,799 shares; 2025Q3: 36,432 shares; 2025Q4: 40,211 shares; 2026Q1: 8,955 shares; 2026Q2: 64,168 shares 64,168 $21.2M 0.02% +55,213 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,675 shares; 2024Q4: 15,138 shares; 2025Q1: 12,249 shares; 2025Q2: 12,871 shares; 2025Q3: 18,557 shares; 2025Q4: 20,350 shares; 2026Q1: 40,337 shares; 2026Q2: 61,662 shares 61,662 $21.1M 0.02% +21,325 Timeline FNDA 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: 127,104 shares; 2024Q4: 273,995 shares; 2025Q1: 313,359 shares; 2025Q2: 297,733 shares; 2025Q3: 320,718 shares; 2025Q4: 518,355 shares; 2026Q1: 513,981 shares; 2026Q2: 551,284 shares 551,284 $21M 0.02% +37,303 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,067 shares; 2024Q4: 24,066 shares; 2025Q1: 19,081 shares; 2025Q2: 19,297 shares; 2025Q3: 18,769 shares; 2025Q4: 27,004 shares; 2026Q1: 102,132 shares; 2026Q2: 123,418 shares 123,418 $20.9M 0.02% +21,286 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,216 shares; 2024Q4: 15,549 shares; 2025Q1: 14,074 shares; 2025Q2: 14,167 shares; 2025Q3: 12,043 shares; 2025Q4: 37,800 shares; 2026Q1: 26,053 shares; 2026Q2: 90,711 shares 90,711 $20.9M 0.02% +64,658 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,581 shares; 2024Q4: 47,504 shares; 2025Q1: 54,221 shares; 2025Q2: 60,695 shares; 2025Q3: 72,406 shares; 2025Q4: 112,346 shares; 2026Q1: 167,817 shares; 2026Q2: 153,475 shares 153,475 $20.9M 0.02% -14,342 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,486 shares; 2024Q4: 178,214 shares; 2025Q1: 161,692 shares; 2025Q2: 264,759 shares; 2025Q3: 268,984 shares; 2025Q4: 397,276 shares; 2026Q1: 459,776 shares; 2026Q2: 612,902 shares 612,902 $20.8M 0.02% +153,126 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,695 shares; 2024Q4: 11,757 shares; 2025Q1: 10,132 shares; 2025Q2: 9,180 shares; 2025Q3: 48,992 shares; 2025Q4: 108,872 shares; 2026Q1: 160,553 shares; 2026Q2: 168,870 shares 168,870 $20.8M 0.02% +8,317 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: 93,755 shares; 2024Q4: 81,099 shares; 2025Q1: 114,676 shares; 2025Q2: 220,029 shares; 2025Q3: 236,099 shares; 2025Q4: 304,601 shares; 2026Q1: 122,588 shares; 2026Q2: 206,356 shares 206,356 $20.7M 0.02% +83,768 Timeline SPBO 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: 113,847 shares; 2024Q4: 132,713 shares; 2025Q1: 239,910 shares; 2025Q2: 248,083 shares; 2025Q3: 335,338 shares; 2025Q4: 543,856 shares; 2026Q1: 520,981 shares; 2026Q2: 698,681 shares 698,681 $20.3M 0.02% +177,700 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: 347,026 shares; 2026Q1: 319,661 shares; 2026Q2: 336,606 shares 336,606 $20.2M 0.02% +16,945 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 166,487 shares; 2025Q1: 151,642 shares; 2025Q2: 183,168 shares; 2025Q3: 185,732 shares; 2025Q4: 263,658 shares; 2026Q1: 483,310 shares; 2026Q2: 377,534 shares 377,534 $20.2M 0.02% -105,776 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: 105,030 shares; 2024Q4: 105,620 shares; 2025Q1: 136,304 shares; 2025Q2: 154,965 shares; 2025Q3: 144,387 shares; 2025Q4: 151,933 shares; 2026Q1: 178,134 shares; 2026Q2: 118,641 shares 118,641 $20.2M 0.02% -59,493 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: 166,659 shares; 2024Q4: 186,985 shares; 2025Q1: 182,108 shares; 2025Q2: 197,258 shares; 2025Q3: 199,379 shares; 2025Q4: 205,187 shares; 2026Q1: 218,893 shares; 2026Q2: 212,178 shares 212,178 $20.2M 0.02% -6,715 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,475 shares; 2024Q4: 259,662 shares; 2025Q1: 272,480 shares; 2025Q2: 277,215 shares; 2025Q3: 262,427 shares; 2025Q4: 264,282 shares; 2026Q1: 257,821 shares; 2026Q2: 263,933 shares 263,933 $20.1M 0.02% +6,112 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,363 shares; 2024Q4: 8,363 shares; 2025Q1: 17,570 shares; 2025Q2: 353,039 shares; 2025Q3: 372,304 shares; 2025Q4: 353,943 shares; 2026Q1: 364,705 shares; 2026Q2: 341,739 shares 341,739 $20M 0.02% -22,966 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: 192,514 shares; 2024Q4: 224,143 shares; 2025Q1: 252,586 shares; 2025Q2: 286,555 shares; 2025Q3: 305,168 shares; 2025Q4: 337,195 shares; 2026Q1: 351,077 shares; 2026Q2: 382,793 shares 382,793 $20M 0.02% +31,716 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,680 shares; 2024Q4: 62,196 shares; 2025Q1: 65,118 shares; 2025Q2: 80,769 shares; 2025Q3: 89,962 shares; 2025Q4: 101,140 shares; 2026Q1: 107,044 shares; 2026Q2: 126,653 shares 126,653 $19.8M 0.02% +19,609 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,676 shares; 2024Q4: 25,871 shares; 2025Q1: 27,517 shares; 2025Q2: 73,963 shares; 2025Q3: 70,173 shares; 2025Q4: 70,759 shares; 2026Q1: 68,475 shares; 2026Q2: 90,984 shares 90,984 $19.7M 0.02% +22,509 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: 346,679 shares; 2024Q4: 363,313 shares; 2025Q1: 371,261 shares; 2025Q2: 378,667 shares; 2025Q3: 344,729 shares; 2025Q4: 322,233 shares; 2026Q1: 330,742 shares; 2026Q2: 410,689 shares 410,689 $19.7M 0.02% +79,947 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,271 shares; 2026Q2: 193,028 shares 193,028 $19.5M 0.02% -17,243 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,466 shares; 2024Q4: 399,647 shares; 2025Q1: 392,416 shares; 2025Q2: 392,869 shares; 2025Q3: 398,405 shares; 2025Q4: 389,462 shares; 2026Q1: 467,767 shares; 2026Q2: 397,935 shares 397,935 $19.3M 0.02% -69,832 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: 214,697 shares; 2024Q4: 215,254 shares; 2025Q1: 190,799 shares; 2025Q2: 178,427 shares; 2025Q3: 173,643 shares; 2025Q4: 206,456 shares; 2026Q1: 158,822 shares; 2026Q2: 119,974 shares 119,974 $19M 0.02% -38,848 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,680 shares; 2024Q4: 79,251 shares; 2025Q1: 104,018 shares; 2025Q2: 310,583 shares; 2025Q3: 225,646 shares; 2025Q4: 274,786 shares; 2026Q1: 267,324 shares; 2026Q2: 347,237 shares 347,237 $18.9M 0.02% +79,913 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,967 shares; 2024Q4: 18,966 shares; 2025Q1: 24,005 shares; 2025Q2: 35,915 shares; 2025Q3: 47,514 shares; 2025Q4: 52,475 shares; 2026Q1: 72,036 shares; 2026Q2: 87,374 shares 87,374 $18.9M 0.02% +15,338 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: 170,291 shares; 2024Q4: 150,455 shares; 2025Q1: 151,835 shares; 2025Q2: 118,439 shares; 2025Q3: 71,338 shares; 2025Q4: 79,328 shares; 2026Q1: 579,404 shares; 2026Q2: 688,085 shares 688,085 $18.8M 0.02% +108,681 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: 426,621 shares; 2024Q4: 432,961 shares; 2025Q1: 436,288 shares; 2025Q2: 451,400 shares; 2025Q3: 495,224 shares; 2025Q4: 479,842 shares; 2026Q1: 575,847 shares; 2026Q2: 374,640 shares 374,640 $18.7M 0.02% -201,207 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,088 shares; 2024Q4: 184,678 shares; 2025Q1: 189,026 shares; 2025Q2: 192,755 shares; 2025Q3: 188,785 shares; 2025Q4: 182,471 shares; 2026Q1: 173,493 shares; 2026Q2: 228,810 shares 228,810 $18.6M 0.02% +55,317 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,680 shares; 2024Q4: 49,834 shares; 2025Q1: 41,620 shares; 2025Q2: 45,655 shares; 2025Q3: 46,954 shares; 2025Q4: 63,335 shares; 2026Q1: 129,019 shares; 2026Q2: 146,985 shares 146,985 $18.6M 0.02% +17,966 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: 110,234 shares; 2024Q4: 108,225 shares; 2025Q1: 103,438 shares; 2025Q2: 106,432 shares; 2025Q3: 113,511 shares; 2025Q4: 107,767 shares; 2026Q1: 109,949 shares; 2026Q2: 109,125 shares 109,125 $18.5M 0.02% -824 Timeline PTRB PGIM ETF TR More: the full row for PGIM 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: 59,096 shares; 2025Q4: 69,361 shares; 2026Q1: 344,675 shares; 2026Q2: 443,963 shares 443,963 $18.4M 0.02% +99,288 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,230 shares; 2024Q4: 450,952 shares; 2025Q1: 489,714 shares; 2025Q2: 1,101,967 shares; 2025Q3: 1,041,625 shares; 2025Q4: 1,050,247 shares; 2026Q1: 1,039,283 shares; 2026Q2: 226,751 shares 226,751 $18.4M 0.02% -812,532 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,481 shares; 2024Q4: 34,466 shares; 2025Q1: 33,725 shares; 2025Q2: 48,418 shares; 2025Q3: 89,875 shares; 2025Q4: 129,605 shares; 2026Q1: 159,072 shares; 2026Q2: 394,351 shares 394,351 $18.4M 0.02% +235,279 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: 81,696 shares; 2024Q4: 77,999 shares; 2025Q1: 75,174 shares; 2025Q2: 74,224 shares; 2025Q3: 78,285 shares; 2025Q4: 84,589 shares; 2026Q1: 179,052 shares; 2026Q2: 168,227 shares 168,227 $18.3M 0.02% -10,825 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,299 shares; 2024Q4: 37,159 shares; 2025Q1: 70,598 shares; 2025Q2: 67,940 shares; 2025Q3: 119,513 shares; 2025Q4: 147,647 shares; 2026Q1: 569,093 shares; 2026Q2: 700,207 shares 700,207 $18.3M 0.02% +131,114 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,857 shares; 2024Q4: 100,490 shares; 2025Q1: 100,033 shares; 2025Q2: 100,352 shares; 2025Q3: 106,058 shares; 2025Q4: 110,202 shares; 2026Q1: 139,977 shares; 2026Q2: 317,223 shares 317,223 $18.3M 0.02% +177,246 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: 6,523 shares; 2024Q4: 6,885 shares; 2025Q1: 8,501 shares; 2025Q2: 11,802 shares; 2025Q3: 17,298 shares; 2025Q4: 31,192 shares; 2026Q1: 65,141 shares; 2026Q2: 114,879 shares 114,879 $18.3M 0.02% +49,738 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: 241,208 shares; 2024Q4: 255,303 shares; 2025Q1: 256,210 shares; 2025Q2: 282,721 shares; 2025Q3: 298,948 shares; 2025Q4: 351,333 shares; 2026Q1: 359,818 shares; 2026Q2: 336,768 shares 336,768 $18.3M 0.02% -23,050 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,606 shares; 2024Q4: 103,926 shares; 2025Q1: 112,049 shares; 2025Q2: 123,239 shares; 2025Q3: 143,465 shares; 2025Q4: 157,205 shares; 2026Q1: 209,442 shares; 2026Q2: 187,109 shares 187,109 $18.2M 0.02% -22,333 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,445 shares; 2024Q4: 496,509 shares; 2025Q1: 506,906 shares; 2025Q2: 515,551 shares; 2025Q3: 57,153 shares; 2025Q4: 49,185 shares; 2026Q1: 115,957 shares; 2026Q2: 345,883 shares 345,883 $18.2M 0.02% +229,926 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,756 shares; 2025Q4: 33,767 shares; 2026Q1: 168,900 shares; 2026Q2: 234,711 shares 234,711 $18.2M 0.02% +65,811 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,148 shares; 2024Q4: 186,359 shares; 2025Q1: 208,190 shares; 2025Q2: 150,536 shares; 2025Q3: 340,277 shares; 2025Q4: 372,768 shares; 2026Q1: 411,048 shares; 2026Q2: 347,477 shares 347,477 $18.2M 0.02% -63,571 Timeline MDYG 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: 158,497 shares; 2024Q4: 167,224 shares; 2025Q1: 164,969 shares; 2025Q2: 152,228 shares; 2025Q3: 165,137 shares; 2025Q4: 205,245 shares; 2026Q1: 172,720 shares; 2026Q2: 161,597 shares 161,597 $18.1M 0.02% -11,123 Timeline