AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,529,202 shares; 2024Q4: 23,411,435 shares; 2025Q1: 26,159,713 shares; 2025Q2: 28,284,420 shares; 2025Q3: 33,227,135 shares; 2025Q4: 36,259,568 shares; 2026Q1: 39,348,759 shares; 2026Q2: 44,994,014 shares 44,994,014 $4.45B 5.5% +5,645,255 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: 29,140,104 shares; 2024Q4: 28,879,736 shares; 2025Q1: 31,632,611 shares; 2025Q2: 34,076,932 shares; 2025Q3: 37,853,211 shares; 2025Q4: 41,443,879 shares; 2026Q1: 45,430,446 shares; 2026Q2: 50,651,293 shares 50,651,293 $3.95B 4.88% +5,220,847 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: 4,162,186 shares; 2024Q4: 3,981,647 shares; 2025Q1: 4,284,070 shares; 2025Q2: 4,636,511 shares; 2025Q3: 4,916,729 shares; 2025Q4: 5,382,675 shares; 2026Q1: 5,258,941 shares; 2026Q2: 5,462,185 shares 5,462,185 $3.75B 4.64% +203,244 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: 50,097,401 shares; 2024Q4: 46,498,436 shares; 2025Q1: 53,776,312 shares; 2025Q2: 56,562,304 shares; 2025Q3: 61,231,926 shares; 2025Q4: 64,358,203 shares; 2026Q1: 70,292,321 shares; 2026Q2: 73,219,086 shares 73,219,086 $3.25B 4.01% +2,926,765 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: 7,916,816 shares; 2024Q4: 6,910,350 shares; 2025Q1: 7,423,029 shares; 2025Q2: 7,583,456 shares; 2025Q3: 7,595,040 shares; 2025Q4: 7,824,890 shares; 2026Q1: 8,388,874 shares; 2026Q2: 8,117,410 shares 8,117,410 $2.78B 3.44% -271,464 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: 21,601,179 shares; 2024Q4: 24,925,827 shares; 2025Q1: 28,419,354 shares; 2025Q2: 28,615,408 shares; 2025Q3: 33,413,896 shares; 2025Q4: 34,844,186 shares; 2026Q1: 35,738,763 shares; 2026Q2: 36,559,773 shares 36,559,773 $2.6B 3.22% +821,010 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: 35,285,610 shares; 2024Q4: 31,489,188 shares; 2025Q1: 34,232,617 shares; 2025Q2: 36,099,868 shares; 2025Q3: 38,135,706 shares; 2025Q4: 39,863,226 shares; 2026Q1: 42,337,032 shares; 2026Q2: 43,369,886 shares 43,369,886 $2.39B 2.95% +1,032,854 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: 37,824,829 shares; 2024Q4: 35,688,280 shares; 2025Q1: 38,061,156 shares; 2025Q2: 40,120,427 shares; 2025Q3: 42,604,612 shares; 2025Q4: 44,791,614 shares; 2026Q1: 48,730,938 shares; 2026Q2: 51,655,115 shares 51,655,115 $2.16B 2.66% +2,924,177 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,989,719 shares; 2025Q1: 5,063,620 shares; 2025Q2: not reported; 2025Q3: 6,050,013 shares; 2025Q4: 6,601,785 shares; 2026Q1: 6,666,360 shares; 2026Q2: 6,988,551 shares 6,988,551 $2.02B 2.5% +322,191 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: 21,594,916 shares; 2024Q4: 21,473,185 shares; 2025Q1: 24,470,734 shares; 2025Q2: 26,149,010 shares; 2025Q3: 31,188,956 shares; 2025Q4: 34,728,517 shares; 2026Q1: 36,281,536 shares; 2026Q2: 39,340,451 shares 39,340,451 $1.91B 2.35% +3,058,915 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: 25,735,428 shares; 2024Q4: 27,409,561 shares; 2025Q1: 30,896,623 shares; 2025Q2: 31,737,070 shares; 2025Q3: 34,897,862 shares; 2025Q4: 36,999,033 shares; 2026Q1: 38,461,411 shares; 2026Q2: 41,492,937 shares 41,492,937 $1.55B 1.91% +3,031,526 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: 5,076,232 shares; 2024Q4: 5,072,856 shares; 2025Q1: 5,409,314 shares; 2025Q2: not reported; 2025Q3: 5,856,339 shares; 2025Q4: 5,990,493 shares; 2026Q1: 7,173,521 shares; 2026Q2: 7,685,771 shares 7,685,771 $1.54B 1.9% +512,250 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: 19,487,399 shares; 2024Q4: 18,047,797 shares; 2025Q1: 19,891,735 shares; 2025Q2: 20,627,637 shares; 2025Q3: 21,723,174 shares; 2025Q4: 22,855,822 shares; 2026Q1: 24,007,785 shares; 2026Q2: 25,849,053 shares 25,849,053 $1.38B 1.7% +1,841,268 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: 19,389,865 shares; 2024Q4: 17,791,542 shares; 2025Q1: 19,100,299 shares; 2025Q2: 19,920,696 shares; 2025Q3: 20,947,294 shares; 2025Q4: 21,523,566 shares; 2026Q1: 22,261,639 shares; 2026Q2: 23,955,107 shares 23,955,107 $1.29B 1.6% +1,693,468 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: 22,146,739 shares; 2024Q4: 22,293,587 shares; 2025Q1: 24,353,247 shares; 2025Q2: 25,780,617 shares; 2025Q3: 28,414,757 shares; 2025Q4: 30,174,025 shares; 2026Q1: 32,330,961 shares; 2026Q2: 35,612,854 shares 35,612,854 $1.22B 1.5% +3,281,893 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,484,250 shares; 2025Q1: 12,627,209 shares; 2025Q2: 13,738,987 shares; 2025Q3: 14,080,549 shares; 2025Q4: 14,459,274 shares; 2026Q1: 14,853,773 shares; 2026Q2: 15,209,879 shares 15,209,879 $1.12B 1.38% +356,106 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: 6,442,036 shares; 2024Q4: 6,435,481 shares; 2025Q1: 6,801,267 shares; 2025Q2: 6,250,171 shares; 2025Q3: 7,511,562 shares; 2025Q4: 8,549,244 shares; 2026Q1: 9,357,674 shares; 2026Q2: 10,361,448 shares 10,361,448 $1.12B 1.38% +1,003,774 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: 6,312,380 shares; 2024Q4: 6,251,064 shares; 2025Q1: 6,571,424 shares; 2025Q2: 6,898,621 shares; 2025Q3: 7,766,129 shares; 2025Q4: 8,489,274 shares; 2026Q1: 9,196,615 shares; 2026Q2: 10,432,746 shares 10,432,746 $1.11B 1.37% +1,236,131 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: 2,397,255 shares; 2024Q4: 2,371,556 shares; 2025Q1: 2,634,913 shares; 2025Q2: 2,822,057 shares; 2025Q3: 3,194,576 shares; 2025Q4: 3,195,143 shares; 2026Q1: 3,328,890 shares; 2026Q2: 3,420,614 shares 3,420,614 $1.04B 1.28% +91,724 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: 9,367,571 shares; 2024Q4: 10,492,831 shares; 2025Q1: 11,755,709 shares; 2025Q2: 12,800,927 shares; 2025Q3: 15,303,927 shares; 2025Q4: 15,834,560 shares; 2026Q1: 16,593,473 shares; 2026Q2: 16,554,553 shares 16,554,553 $988M 1.22% -38,920 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,028,007 shares; 2025Q1: 8,891,846 shares; 2025Q2: 8,904,662 shares; 2025Q3: 9,209,393 shares; 2025Q4: 9,627,411 shares; 2026Q1: 9,889,366 shares; 2026Q2: 9,970,793 shares 9,970,793 $962M 1.19% +81,427 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: 627,404 shares; 2024Q4: 597,817 shares; 2025Q1: 631,455 shares; 2025Q2: 682,371 shares; 2025Q3: 661,365 shares; 2025Q4: 713,159 shares; 2026Q1: 772,663 shares; 2026Q2: 1,274,862 shares 1,274,862 $955M 1.18% +502,199 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185,433 shares; 2024Q4: 1,399,063 shares; 2025Q1: 1,426,336 shares; 2025Q2: 1,506,845 shares; 2025Q3: 1,791,013 shares; 2025Q4: 1,975,658 shares; 2026Q1: 2,018,956 shares; 2026Q2: 2,166,180 shares 2,166,180 $808M 1% +147,224 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: not reported; 2024Q4: 1,539,753 shares; 2025Q1: 1,634,888 shares; 2025Q2: 1,588,375 shares; 2025Q3: 1,854,819 shares; 2025Q4: 2,120,444 shares; 2026Q1: 2,218,763 shares; 2026Q2: 2,444,026 shares 2,444,026 $583M 0.72% +225,263 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: 5,959,205 shares; 2024Q4: 5,874,264 shares; 2025Q1: 6,311,011 shares; 2025Q2: 6,404,360 shares; 2025Q3: 9,591,400 shares; 2025Q4: 10,228,805 shares; 2026Q1: 10,832,376 shares; 2026Q2: 11,479,867 shares 11,479,867 $581M 0.72% +647,491 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: 1,218,926 shares; 2024Q4: 957,789 shares; 2025Q1: 979,248 shares; 2025Q2: 1,016,013 shares; 2025Q3: 1,228,481 shares; 2025Q4: 1,532,806 shares; 2026Q1: 1,541,986 shares; 2026Q2: 1,605,150 shares 1,605,150 $574M 0.71% +63,164 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: 373,013 shares; 2024Q4: 1,180,761 shares; 2025Q1: 1,384,395 shares; 2025Q2: not reported; 2025Q3: 1,997,096 shares; 2025Q4: 2,052,515 shares; 2026Q1: 2,070,334 shares; 2026Q2: 1,539,100 shares 1,539,100 $570M 0.7% -531,234 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: 1,155,125 shares; 2024Q4: 1,101,174 shares; 2025Q1: 1,041,719 shares; 2025Q2: not reported; 2025Q3: 1,130,681 shares; 2025Q4: 1,215,875 shares; 2026Q1: 1,411,064 shares; 2026Q2: 1,487,716 shares 1,487,716 $526M 0.65% +76,652 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: 952,004 shares; 2024Q4: 834,525 shares; 2025Q1: 778,565 shares; 2025Q2: not reported; 2025Q3: 1,016,048 shares; 2025Q4: 1,119,547 shares; 2026Q1: 1,182,352 shares; 2026Q2: 1,231,090 shares 1,231,090 $465M 0.57% +48,738 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: 273,575 shares; 2024Q4: 257,240 shares; 2025Q1: 253,685 shares; 2025Q2: 237,492 shares; 2025Q3: 300,506 shares; 2025Q4: 345,378 shares; 2026Q1: 398,651 shares; 2026Q2: 397,223 shares 397,223 $459M 0.57% -1,428 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: 2,333,332 shares; 2024Q4: 2,187,615 shares; 2025Q1: 2,329,714 shares; 2025Q2: 2,488,249 shares; 2025Q3: 2,646,199 shares; 2025Q4: 2,751,727 shares; 2026Q1: 2,706,655 shares; 2026Q2: 2,883,738 shares 2,883,738 $456M 0.56% +177,083 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: 42,363 shares; 2024Q4: 45,842 shares; 2025Q1: 198,902 shares; 2025Q2: 482,588 shares; 2025Q3: 973,220 shares; 2025Q4: 1,213,006 shares; 2026Q1: 1,340,917 shares; 2026Q2: 1,833,274 shares 1,833,274 $451M 0.56% +492,357 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: 503,179 shares; 2024Q4: 1,502,263 shares; 2025Q1: 1,511,273 shares; 2025Q2: 2,764,454 shares; 2025Q3: 4,220,173 shares; 2025Q4: 3,982,084 shares; 2026Q1: 4,638,138 shares; 2026Q2: 4,450,490 shares 4,450,490 $430M 0.53% -187,648 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: 1,512,998 shares; 2024Q4: 455,161 shares; 2025Q1: 457,130 shares; 2025Q2: not reported; 2025Q3: 489,536 shares; 2025Q4: 535,995 shares; 2026Q1: 505,779 shares; 2026Q2: 550,225 shares 550,225 $411M 0.51% +44,446 Timeline DFCA 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: 4,457,473 shares; 2024Q4: 3,837,026 shares; 2025Q1: 4,201,497 shares; 2025Q2: 4,478,533 shares; 2025Q3: 5,228,419 shares; 2025Q4: 6,138,572 shares; 2026Q1: 7,027,020 shares; 2026Q2: 7,677,438 shares 7,677,438 $385M 0.48% +650,418 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: 3,504,693 shares; 2024Q4: 1,715,870 shares; 2025Q1: 2,486,268 shares; 2025Q2: 2,517,541 shares; 2025Q3: 2,462,353 shares; 2025Q4: 2,825,574 shares; 2026Q1: 3,394,161 shares; 2026Q2: 3,929,304 shares 3,929,304 $322M 0.4% +535,143 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: 706,851 shares; 2024Q4: 563,544 shares; 2025Q1: 575,474 shares; 2025Q2: 587,767 shares; 2025Q3: 699,543 shares; 2025Q4: 760,957 shares; 2026Q1: 837,325 shares; 2026Q2: 950,438 shares 950,438 $311M 0.38% +113,113 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: not reported; 2024Q4: 175,659 shares; 2025Q1: 218,410 shares; 2025Q2: 219,945 shares; 2025Q3: 292,663 shares; 2025Q4: 430,342 shares; 2026Q1: 347,140 shares; 2026Q2: 408,843 shares 408,843 $301M 0.37% +61,703 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: 385,910 shares; 2024Q4: 352,294 shares; 2025Q1: 366,518 shares; 2025Q2: not reported; 2025Q3: 430,434 shares; 2025Q4: 461,718 shares; 2026Q1: 475,030 shares; 2026Q2: 532,588 shares 532,588 $300M 0.37% +57,558 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: not reported; 2024Q4: 416,322 shares; 2025Q1: 412,598 shares; 2025Q2: 454,648 shares; 2025Q3: 497,960 shares; 2025Q4: 548,252 shares; 2026Q1: 564,071 shares; 2026Q2: 592,066 shares 592,066 $296M 0.37% +27,995 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: 785,820 shares; 2024Q4: 774,884 shares; 2025Q1: 1,010,730 shares; 2025Q2: 783,548 shares; 2025Q3: 789,576 shares; 2025Q4: 792,517 shares; 2026Q1: 784,742 shares; 2026Q2: 721,484 shares 721,484 $295M 0.37% -63,258 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: 13,916,846 shares; 2024Q4: 11,897,313 shares; 2025Q1: 11,714,878 shares; 2025Q2: 11,439,747 shares; 2025Q3: 10,349,931 shares; 2025Q4: 10,387,007 shares; 2026Q1: 9,928,543 shares; 2026Q2: 9,672,309 shares 9,672,309 $285M 0.35% -256,234 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: 312,522 shares; 2024Q4: 341,500 shares; 2025Q1: 316,426 shares; 2025Q2: 391,172 shares; 2025Q3: 474,434 shares; 2025Q4: 523,753 shares; 2026Q1: 587,117 shares; 2026Q2: 649,933 shares 649,933 $273M 0.34% +62,816 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: 418,452 shares; 2025Q1: 452,764 shares; 2025Q2: 514,914 shares; 2025Q3: 623,529 shares; 2025Q4: 647,175 shares; 2026Q1: 637,244 shares; 2026Q2: 606,442 shares 606,442 $263M 0.32% -30,802 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: 3,171,672 shares; 2024Q4: 2,989,218 shares; 2025Q1: 2,987,935 shares; 2025Q2: not reported; 2025Q3: 3,291,291 shares; 2025Q4: 2,915,058 shares; 2026Q1: 2,517,998 shares; 2026Q2: 1,830,116 shares 1,830,116 $256M 0.32% -687,882 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: 1,813,309 shares; 2024Q4: 1,341,256 shares; 2025Q1: 1,289,584 shares; 2025Q2: 1,255,753 shares; 2025Q3: 1,129,698 shares; 2025Q4: 1,369,378 shares; 2026Q1: 1,161,409 shares; 2026Q2: 1,158,867 shares 1,158,867 $254M 0.31% -2,542 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: not reported; 2024Q4: 177,721 shares; 2025Q1: 176,185 shares; 2025Q2: not reported; 2025Q3: 175,109 shares; 2025Q4: 196,842 shares; 2026Q1: 278,990 shares; 2026Q2: 426,204 shares 426,204 $248M 0.31% +147,214 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: 11,089,777 shares; 2024Q4: 10,254,241 shares; 2025Q1: 10,069,548 shares; 2025Q2: 9,612,699 shares; 2025Q3: 9,169,702 shares; 2025Q4: 9,122,515 shares; 2026Q1: 8,901,238 shares; 2026Q2: 8,707,217 shares 8,707,217 $241M 0.3% -194,021 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: 732,216 shares; 2024Q4: 671,284 shares; 2025Q1: 685,996 shares; 2025Q2: 702,432 shares; 2025Q3: 766,805 shares; 2025Q4: 849,734 shares; 2026Q1: 911,019 shares; 2026Q2: 931,576 shares 931,576 $237M 0.29% +20,557 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: 1,115,480 shares; 2024Q4: 1,047,766 shares; 2025Q1: 1,067,861 shares; 2025Q2: not reported; 2025Q3: 1,380,899 shares; 2025Q4: 1,503,594 shares; 2026Q1: 1,574,584 shares; 2026Q2: 1,702,297 shares 1,702,297 $233M 0.29% +127,713 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: 702,834 shares; 2024Q4: 111,584 shares; 2025Q1: 112,315 shares; 2025Q2: not reported; 2025Q3: 126,500 shares; 2025Q4: 134,390 shares; 2026Q1: 175,063 shares; 2026Q2: 189,731 shares 189,731 $228M 0.28% +14,668 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778,181 shares; 2024Q4: 1,515,932 shares; 2025Q1: 1,455,099 shares; 2025Q2: 1,406,621 shares; 2025Q3: 1,266,122 shares; 2025Q4: 1,228,831 shares; 2026Q1: 1,182,249 shares; 2026Q2: 1,127,613 shares 1,127,613 $225M 0.28% -54,636 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: 2,300,694 shares; 2024Q4: 1,529,950 shares; 2025Q1: 1,547,918 shares; 2025Q2: 1,612,585 shares; 2025Q3: 1,759,636 shares; 2025Q4: 1,804,128 shares; 2026Q1: 1,876,855 shares; 2026Q2: 1,980,005 shares 1,980,005 $224M 0.28% +103,150 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: not reported; 2024Q4: 307,269 shares; 2025Q1: 250,936 shares; 2025Q2: 251,075 shares; 2025Q3: 242,440 shares; 2025Q4: 267,979 shares; 2026Q1: 278,364 shares; 2026Q2: 286,104 shares 286,104 $207M 0.26% +7,740 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: 433,906 shares; 2024Q4: 384,560 shares; 2025Q1: 390,444 shares; 2025Q2: 375,463 shares; 2025Q3: 438,658 shares; 2025Q4: 430,661 shares; 2026Q1: 408,111 shares; 2026Q2: 1,643,658 shares 1,643,658 $204M 0.25% +1,235,547 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: 513,552 shares; 2024Q4: 422,260 shares; 2025Q1: 462,012 shares; 2025Q2: 403,562 shares; 2025Q3: 1,082,965 shares; 2025Q4: 1,326,065 shares; 2026Q1: 1,325,549 shares; 2026Q2: 1,371,731 shares 1,371,731 $203M 0.25% +46,182 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: 140,959 shares; 2024Q4: 113,350 shares; 2025Q1: 112,826 shares; 2025Q2: 101,569 shares; 2025Q3: 140,236 shares; 2025Q4: 156,535 shares; 2026Q1: 156,746 shares; 2026Q2: 189,337 shares 189,337 $202M 0.25% +32,591 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737,995 shares; 2024Q4: 1,927,538 shares; 2025Q1: 2,096,217 shares; 2025Q2: 2,297,262 shares; 2025Q3: 2,765,829 shares; 2025Q4: 2,963,376 shares; 2026Q1: 3,828,027 shares; 2026Q2: 4,247,541 shares 4,247,541 $201M 0.25% +419,514 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: 233,189 shares; 2024Q4: 469,527 shares; 2025Q1: 455,960 shares; 2025Q2: 414,805 shares; 2025Q3: 469,035 shares; 2025Q4: 497,971 shares; 2026Q1: 499,729 shares; 2026Q2: 2,210,219 shares 2,210,219 $189M 0.23% +1,710,490 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: 235,741 shares; 2024Q4: 673,837 shares; 2025Q1: 666,500 shares; 2025Q2: 1,150,999 shares; 2025Q3: 2,553,315 shares; 2025Q4: 2,329,384 shares; 2026Q1: 2,417,521 shares; 2026Q2: 2,236,895 shares 2,236,895 $185M 0.23% -180,626 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: 56,171 shares; 2024Q4: 49,796 shares; 2025Q1: 50,671 shares; 2025Q2: 50,027 shares; 2025Q3: 67,334 shares; 2025Q4: 81,483 shares; 2026Q1: 64,701 shares; 2026Q2: 593,590 shares 593,590 $179M 0.22% +528,889 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: 280,654 shares; 2024Q4: 114,751 shares; 2025Q1: 104,778 shares; 2025Q2: 98,972 shares; 2025Q3: 430,872 shares; 2025Q4: 792,342 shares; 2026Q1: 760,006 shares; 2026Q2: 930,104 shares 930,104 $177M 0.22% +170,098 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: 936,830 shares; 2024Q4: 766,117 shares; 2025Q1: 848,466 shares; 2025Q2: 946,933 shares; 2025Q3: 1,327,424 shares; 2025Q4: 1,583,346 shares; 2026Q1: 1,509,344 shares; 2026Q2: 1,468,436 shares 1,468,436 $172M 0.21% -40,908 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: 2,377,922 shares; 2024Q4: 2,539,023 shares; 2025Q1: 2,662,185 shares; 2025Q2: 2,907,986 shares; 2025Q3: 3,516,713 shares; 2025Q4: 3,793,581 shares; 2026Q1: 3,874,687 shares; 2026Q2: 4,022,070 shares 4,022,070 $167M 0.21% +147,383 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: 169,684 shares; 2024Q4: 34,767 shares; 2025Q1: 33,449 shares; 2025Q2: 34,887 shares; 2025Q3: 275,257 shares; 2025Q4: 249,617 shares; 2026Q1: 167,682 shares; 2026Q2: 1,382,213 shares 1,382,213 $165M 0.2% +1,214,531 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: 210,234 shares; 2024Q4: 192,859 shares; 2025Q1: 230,534 shares; 2025Q2: 342,933 shares; 2025Q3: 402,856 shares; 2025Q4: 474,279 shares; 2026Q1: 519,587 shares; 2026Q2: 537,633 shares 537,633 $162M 0.2% +18,046 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: 393,817 shares; 2024Q4: 109,294 shares; 2025Q1: 110,580 shares; 2025Q2: not reported; 2025Q3: 118,891 shares; 2025Q4: 127,961 shares; 2026Q1: 150,708 shares; 2026Q2: 171,725 shares 171,725 $161M 0.2% +21,017 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: 830,209 shares; 2024Q4: 1,161,166 shares; 2025Q1: 1,270,983 shares; 2025Q2: 1,351,426 shares; 2025Q3: 1,421,831 shares; 2025Q4: 1,463,552 shares; 2026Q1: 1,632,778 shares; 2026Q2: 1,520,294 shares 1,520,294 $158M 0.2% -112,484 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: 355,788 shares; 2024Q4: 334,730 shares; 2025Q1: 328,760 shares; 2025Q2: 332,205 shares; 2025Q3: 363,584 shares; 2025Q4: 379,969 shares; 2026Q1: 380,093 shares; 2026Q2: 435,389 shares 435,389 $154M 0.19% +55,296 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: 1,131,542 shares; 2024Q4: 1,205,740 shares; 2025Q1: 1,229,253 shares; 2025Q2: 1,269,873 shares; 2025Q3: 1,337,965 shares; 2025Q4: 1,369,980 shares; 2026Q1: 1,432,910 shares; 2026Q2: 1,484,182 shares 1,484,182 $153M 0.19% +51,272 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,251,897 shares; 2024Q4: 4,543,207 shares; 2025Q1: 4,374,696 shares; 2025Q2: 4,136,681 shares; 2025Q3: 3,740,157 shares; 2025Q4: 3,663,188 shares; 2026Q1: 3,485,787 shares; 2026Q2: 3,445,556 shares 3,445,556 $144M 0.18% -40,231 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: 285,030 shares; 2024Q4: 329,816 shares; 2025Q1: 418,422 shares; 2025Q2: not reported; 2025Q3: 334,163 shares; 2025Q4: 308,007 shares; 2026Q1: 272,219 shares; 2026Q2: 1,632,494 shares 1,632,494 $141M 0.17% +1,360,275 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: 495,434 shares; 2024Q4: 465,227 shares; 2025Q1: 446,466 shares; 2025Q2: 470,633 shares; 2025Q3: 771,278 shares; 2025Q4: 772,653 shares; 2026Q1: 585,433 shares; 2026Q2: 591,708 shares 591,708 $140M 0.17% +6,275 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,884,502 shares; 2024Q4: 1,977,557 shares; 2025Q1: 2,361,388 shares; 2025Q2: 2,625,859 shares; 2025Q3: 3,316,051 shares; 2025Q4: 8,819,963 shares; 2026Q1: 5,285,024 shares; 2026Q2: 5,532,094 shares 5,532,094 $140M 0.17% +247,070 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: 406,089 shares; 2024Q4: 327,741 shares; 2025Q1: 322,077 shares; 2025Q2: 310,565 shares; 2025Q3: 753,842 shares; 2025Q4: 826,324 shares; 2026Q1: 831,680 shares; 2026Q2: 843,347 shares 843,347 $139M 0.17% +11,667 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: 355,797 shares; 2024Q4: 334,481 shares; 2025Q1: 331,589 shares; 2025Q2: 567,079 shares; 2025Q3: 406,772 shares; 2025Q4: 430,631 shares; 2026Q1: 472,644 shares; 2026Q2: 543,313 shares 543,313 $137M 0.17% +70,669 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: 3,800,880 shares; 2024Q4: 3,261,298 shares; 2025Q1: 3,230,666 shares; 2025Q2: 3,085,664 shares; 2025Q3: 2,764,963 shares; 2025Q4: 2,648,394 shares; 2026Q1: 2,729,373 shares; 2026Q2: 2,734,970 shares 2,734,970 $136M 0.17% +5,597 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024,189 shares; 2024Q4: 2,126,666 shares; 2025Q1: 2,508,278 shares; 2025Q2: 2,814,444 shares; 2025Q3: 3,856,587 shares; 2025Q4: 5,175,746 shares; 2026Q1: 5,201,127 shares; 2026Q2: 5,566,800 shares 5,566,800 $135M 0.17% +365,673 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,065,502 shares; 2025Q1: 2,449,807 shares; 2025Q2: 2,799,668 shares; 2025Q3: 3,537,860 shares; 2025Q4: 5,611,412 shares; 2026Q1: 5,033,782 shares; 2026Q2: 5,791,658 shares 5,791,658 $134M 0.17% +757,876 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,226 shares; 2024Q4: 128,063 shares; 2025Q1: 173,595 shares; 2025Q2: 2,775,216 shares; 2025Q3: 3,857,407 shares; 2025Q4: 6,189,596 shares; 2026Q1: 5,374,232 shares; 2026Q2: 6,081,902 shares 6,081,902 $133M 0.16% +707,670 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: 285,758 shares; 2024Q4: 259,738 shares; 2025Q1: 307,837 shares; 2025Q2: 307,855 shares; 2025Q3: 321,183 shares; 2025Q4: 327,629 shares; 2026Q1: 329,387 shares; 2026Q2: 381,864 shares 381,864 $131M 0.16% +52,477 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: 2,441,493 shares; 2024Q4: 881,908 shares; 2025Q1: 931,985 shares; 2025Q2: 679,302 shares; 2025Q3: 2,302,038 shares; 2025Q4: 2,275,104 shares; 2026Q1: 1,939,554 shares; 2026Q2: 1,672,609 shares 1,672,609 $129M 0.16% -266,945 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,278 shares; 2024Q4: 40,274 shares; 2025Q1: 32,996 shares; 2025Q2: 1,262,847 shares; 2025Q3: 1,374,774 shares; 2025Q4: 1,313,515 shares; 2026Q1: 1,329,333 shares; 2026Q2: 1,254,555 shares 1,254,555 $127M 0.16% -74,778 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: 344,808 shares; 2024Q4: 500,931 shares; 2025Q1: 659,649 shares; 2025Q2: 592,046 shares; 2025Q3: 467,049 shares; 2025Q4: 462,799 shares; 2026Q1: 481,121 shares; 2026Q2: 581,774 shares 581,774 $127M 0.16% +100,653 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 440,773 shares; 2025Q1: 657,924 shares; 2025Q2: 403,295 shares; 2025Q3: 1,134,255 shares; 2025Q4: 1,015,677 shares; 2026Q1: 994,329 shares; 2026Q2: 982,092 shares 982,092 $126M 0.16% -12,237 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: 575,521 shares; 2024Q4: 369,583 shares; 2025Q1: 372,349 shares; 2025Q2: not reported; 2025Q3: 645,984 shares; 2025Q4: 686,339 shares; 2026Q1: 647,038 shares; 2026Q2: 758,835 shares 758,835 $126M 0.16% +111,797 Timeline APGE APOGEE THERAPEUTICS INC More: the full row for APOGEE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 720,101 shares; 2025Q1: 1,640,180 shares; 2025Q2: 820,376 shares; 2025Q3: 970,581 shares; 2025Q4: 890,665 shares; 2026Q1: 831,428 shares; 2026Q2: 941,283 shares 941,283 $125M 0.15% +109,855 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: 1,292,464 shares; 2024Q4: 795,819 shares; 2025Q1: 1,022,951 shares; 2025Q2: 1,016,654 shares; 2025Q3: 954,923 shares; 2025Q4: 1,118,981 shares; 2026Q1: 1,358,745 shares; 2026Q2: 1,506,590 shares 1,506,590 $124M 0.15% +147,845 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: 379,803 shares; 2024Q4: 660,581 shares; 2025Q1: 889,280 shares; 2025Q2: 498,592 shares; 2025Q3: 481,909 shares; 2025Q4: 1,178,866 shares; 2026Q1: 2,390,117 shares; 2026Q2: 2,972,994 shares 2,972,994 $123M 0.15% +582,877 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,815 shares; 2025Q3: 22,559 shares; 2025Q4: 8,609 shares; 2026Q1: 1,218,554 shares; 2026Q2: 2,389,937 shares 2,389,937 $123M 0.15% +1,171,383 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: not reported; 2024Q4: 691,764 shares; 2025Q1: 722,650 shares; 2025Q2: 761,515 shares; 2025Q3: 835,122 shares; 2025Q4: 866,313 shares; 2026Q1: 769,693 shares; 2026Q2: 685,291 shares 685,291 $121M 0.15% -84,402 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: 2,251,013 shares; 2024Q4: 1,506,346 shares; 2025Q1: 1,740,360 shares; 2025Q2: 1,663,239 shares; 2025Q3: 1,482,190 shares; 2025Q4: 1,424,039 shares; 2026Q1: 1,552,638 shares; 2026Q2: 1,681,761 shares 1,681,761 $118M 0.15% +129,123 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: 82,601 shares; 2024Q4: 150,236 shares; 2025Q1: 155,674 shares; 2025Q2: 159,058 shares; 2025Q3: 164,492 shares; 2025Q4: 1,616,762 shares; 2026Q1: 1,614,850 shares; 2026Q2: 1,609,269 shares 1,609,269 $115M 0.14% -5,581 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317,669 shares; 2024Q4: 1,183,246 shares; 2025Q1: 1,049,456 shares; 2025Q2: 1,048,751 shares; 2025Q3: 897,019 shares; 2025Q4: 792,153 shares; 2026Q1: 731,819 shares; 2026Q2: 720,078 shares 720,078 $109M 0.14% -11,741 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: 771,333 shares; 2024Q4: 633,206 shares; 2025Q1: 621,578 shares; 2025Q2: 615,011 shares; 2025Q3: 716,051 shares; 2025Q4: 775,210 shares; 2026Q1: 785,937 shares; 2026Q2: 845,459 shares 845,459 $109M 0.13% +59,522 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: 469,952 shares; 2024Q4: 652,175 shares; 2025Q1: 536,375 shares; 2025Q2: 1,120,751 shares; 2025Q3: 1,106,901 shares; 2025Q4: 1,166,330 shares; 2026Q1: 1,115,685 shares; 2026Q2: 1,478,257 shares 1,478,257 $109M 0.13% +362,572 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: 562,568 shares; 2024Q4: 575,101 shares; 2025Q1: 600,637 shares; 2025Q2: not reported; 2025Q3: 653,942 shares; 2025Q4: 662,857 shares; 2026Q1: 606,464 shares; 2026Q2: 582,175 shares 582,175 $108M 0.13% -24,289 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: 167,822 shares; 2024Q4: 155,316 shares; 2025Q1: 157,659 shares; 2025Q2: 173,476 shares; 2025Q3: 244,076 shares; 2025Q4: 292,417 shares; 2026Q1: 345,256 shares; 2026Q2: 410,688 shares 410,688 $105M 0.13% +65,432 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: 2,133,630 shares; 2024Q4: 2,202,542 shares; 2025Q1: 2,573,674 shares; 2025Q2: 2,821,416 shares; 2025Q3: 3,580,658 shares; 2025Q4: 4,136,377 shares; 2026Q1: 4,273,058 shares; 2026Q2: 4,313,634 shares 4,313,634 $105M 0.13% +40,576 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: 160,702 shares; 2024Q4: 203,726 shares; 2025Q1: 211,735 shares; 2025Q2: 234,376 shares; 2025Q3: 273,239 shares; 2025Q4: 272,375 shares; 2026Q1: 275,736 shares; 2026Q2: 242,291 shares 242,291 $103M 0.13% -33,445 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: 1,923,472 shares; 2024Q4: 1,697,997 shares; 2025Q1: 1,529,810 shares; 2025Q2: 1,441,028 shares; 2025Q3: 1,286,426 shares; 2025Q4: 1,267,613 shares; 2026Q1: 1,077,889 shares; 2026Q2: 1,067,976 shares 1,067,976 $103M 0.13% -9,913 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,514 shares; 2024Q4: 7,181 shares; 2025Q1: 6,305 shares; 2025Q2: 7,748 shares; 2025Q3: 479,401 shares; 2025Q4: 402,846 shares; 2026Q1: 379,870 shares; 2026Q2: 357,389 shares 357,389 $102M 0.13% -22,481 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: 198,361 shares; 2024Q4: 227,289 shares; 2025Q1: 204,843 shares; 2025Q2: 173,193 shares; 2025Q3: 192,083 shares; 2025Q4: 206,226 shares; 2026Q1: 228,206 shares; 2026Q2: 268,023 shares 268,023 $100M 0.12% +39,817 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: 133,012 shares; 2024Q4: 118,002 shares; 2025Q1: 115,531 shares; 2025Q2: 168,578 shares; 2025Q3: 159,784 shares; 2025Q4: 184,822 shares; 2026Q1: 168,975 shares; 2026Q2: 205,659 shares 205,659 $98.2M 0.12% +36,684 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: 579,496 shares; 2024Q4: 514,888 shares; 2025Q1: 513,566 shares; 2025Q2: 494,494 shares; 2025Q3: 619,856 shares; 2025Q4: 621,261 shares; 2026Q1: 638,639 shares; 2026Q2: 662,170 shares 662,170 $97.1M 0.12% +23,531 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: 91,936 shares; 2024Q4: 73,383 shares; 2025Q1: 13,446 shares; 2025Q2: 11,958 shares; 2025Q3: 27,503 shares; 2025Q4: 52,362 shares; 2026Q1: 36,789 shares; 2026Q2: 1,802,788 shares 1,802,788 $95.9M 0.12% +1,765,999 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: 212,723 shares; 2024Q4: 218,473 shares; 2025Q1: 223,963 shares; 2025Q2: not reported; 2025Q3: 259,562 shares; 2025Q4: 266,729 shares; 2026Q1: 287,639 shares; 2026Q2: 337,650 shares 337,650 $95M 0.12% +50,011 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: 508,011 shares; 2024Q4: 659,318 shares; 2025Q1: 723,746 shares; 2025Q2: 613,161 shares; 2025Q3: 661,628 shares; 2025Q4: 451,908 shares; 2026Q1: 331,136 shares; 2026Q2: 1,177,558 shares 1,177,558 $94.9M 0.12% +846,422 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,730 shares; 2024Q4: 577,050 shares; 2025Q1: 612,647 shares; 2025Q2: 679,401 shares; 2025Q3: 1,184,440 shares; 2025Q4: 1,479,568 shares; 2026Q1: 1,721,326 shares; 2026Q2: 1,809,595 shares 1,809,595 $94.3M 0.12% +88,269 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: 254,669 shares; 2024Q4: 221,653 shares; 2025Q1: 265,737 shares; 2025Q2: 398,937 shares; 2025Q3: 505,945 shares; 2025Q4: 617,800 shares; 2026Q1: 657,994 shares; 2026Q2: 664,798 shares 664,798 $93M 0.11% +6,804 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: 119,630 shares; 2024Q4: 120,702 shares; 2025Q1: 119,905 shares; 2025Q2: 224,363 shares; 2025Q3: 1,070,504 shares; 2025Q4: 1,170,521 shares; 2026Q1: 891,129 shares; 2026Q2: 1,041,206 shares 1,041,206 $91.5M 0.11% +150,077 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826,203 shares; 2024Q4: 853,156 shares; 2025Q1: 810,133 shares; 2025Q2: 794,658 shares; 2025Q3: 791,967 shares; 2025Q4: 732,489 shares; 2026Q1: 706,838 shares; 2026Q2: 681,991 shares 681,991 $90.5M 0.11% -24,847 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: 886,835 shares; 2024Q4: 1,437,053 shares; 2025Q1: 1,486,016 shares; 2025Q2: 1,636,892 shares; 2025Q3: 1,572,349 shares; 2025Q4: 1,789,062 shares; 2026Q1: 2,297,170 shares; 2026Q2: 2,835,812 shares 2,835,812 $89.9M 0.11% +538,642 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,570 shares; 2024Q4: 63,591 shares; 2025Q1: 70,777 shares; 2025Q2: 54,795 shares; 2025Q3: 50,988 shares; 2025Q4: 73,111 shares; 2026Q1: 429,384 shares; 2026Q2: 860,000 shares 860,000 $87.9M 0.11% +430,616 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: 8,351,349 shares; 2024Q4: 303,832 shares; 2025Q1: 292,721 shares; 2025Q2: 289,785 shares; 2025Q3: 633,498 shares; 2025Q4: 738,347 shares; 2026Q1: 846,918 shares; 2026Q2: 951,255 shares 951,255 $87.2M 0.11% +104,337 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: 1,635,466 shares; 2024Q4: 1,884,413 shares; 2025Q1: 1,904,915 shares; 2025Q2: 1,801,171 shares; 2025Q3: 1,817,298 shares; 2025Q4: 1,930,920 shares; 2026Q1: 1,795,049 shares; 2026Q2: 2,034,737 shares 2,034,737 $86.3M 0.11% +239,688 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,658 shares; 2024Q4: 7,161 shares; 2025Q1: 7,138 shares; 2025Q2: 14,001 shares; 2025Q3: 121,136 shares; 2025Q4: 142,676 shares; 2026Q1: 141,222 shares; 2026Q2: 134,376 shares 134,376 $85.8M 0.11% -6,846 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: 627,584 shares; 2024Q4: 651,573 shares; 2025Q1: 660,924 shares; 2025Q2: 657,867 shares; 2025Q3: 733,918 shares; 2025Q4: 803,681 shares; 2026Q1: 853,010 shares; 2026Q2: 1,037,503 shares 1,037,503 $85.7M 0.11% +184,493 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,249,535 shares; 2025Q1: 1,439,348 shares; 2025Q2: 1,667,055 shares; 2025Q3: 2,238,739 shares; 2025Q4: 2,795,200 shares; 2026Q1: 2,939,392 shares; 2026Q2: 3,478,440 shares 3,478,440 $85.3M 0.11% +539,048 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: 439,071 shares; 2024Q4: 428,498 shares; 2025Q1: 406,629 shares; 2025Q2: 381,797 shares; 2025Q3: 450,037 shares; 2025Q4: 521,493 shares; 2026Q1: 523,694 shares; 2026Q2: 580,555 shares 580,555 $85.1M 0.11% +56,861 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: not reported; 2024Q4: 1,140,421 shares; 2025Q1: 1,094,726 shares; 2025Q2: 1,074,207 shares; 2025Q3: 1,259,938 shares; 2025Q4: 1,405,647 shares; 2026Q1: 1,307,577 shares; 2026Q2: 1,492,730 shares 1,492,730 $85.1M 0.11% +185,153 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: not reported; 2024Q4: 199,905 shares; 2025Q1: 202,480 shares; 2025Q2: 236,075 shares; 2025Q3: 271,347 shares; 2025Q4: 299,909 shares; 2026Q1: 320,176 shares; 2026Q2: 434,209 shares 434,209 $82.4M 0.1% +114,033 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: 388,403 shares; 2024Q4: 148,301 shares; 2025Q1: 143,736 shares; 2025Q2: not reported; 2025Q3: 145,658 shares; 2025Q4: 143,337 shares; 2026Q1: 149,073 shares; 2026Q2: 192,112 shares 192,112 $79.8M 0.1% +43,039 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: not reported; 2024Q4: 365,188 shares; 2025Q1: 376,130 shares; 2025Q2: 414,867 shares; 2025Q3: 494,495 shares; 2025Q4: 518,023 shares; 2026Q1: 560,582 shares; 2026Q2: 548,683 shares 548,683 $79.3M 0.1% -11,899 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: 252,631 shares; 2024Q4: 371,420 shares; 2025Q1: 523,849 shares; 2025Q2: 580,146 shares; 2025Q3: 488,224 shares; 2025Q4: 507,301 shares; 2026Q1: 513,918 shares; 2026Q2: 942,675 shares 942,675 $78.9M 0.1% +428,757 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: 215,098 shares; 2024Q4: 216,576 shares; 2025Q1: 233,584 shares; 2025Q2: 334,140 shares; 2025Q3: 363,021 shares; 2025Q4: 395,445 shares; 2026Q1: 443,784 shares; 2026Q2: 519,261 shares 519,261 $78.7M 0.1% +75,477 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: 24,618 shares; 2024Q4: 58,037 shares; 2025Q1: 139,068 shares; 2025Q2: 206,215 shares; 2025Q3: 298,212 shares; 2025Q4: 305,852 shares; 2026Q1: 397,779 shares; 2026Q2: 505,698 shares 505,698 $78M 0.1% +107,919 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: 48,335 shares; 2024Q4: 65,840 shares; 2025Q1: 76,198 shares; 2025Q2: 101,174 shares; 2025Q3: 168,565 shares; 2025Q4: 174,226 shares; 2026Q1: 169,656 shares; 2026Q2: 225,680 shares 225,680 $77M 0.1% +56,024 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: 243,693 shares; 2024Q4: 112,874 shares; 2025Q1: 106,542 shares; 2025Q2: 104,449 shares; 2025Q3: 378,005 shares; 2025Q4: 341,310 shares; 2026Q1: 357,763 shares; 2026Q2: 414,229 shares 414,229 $76.7M 0.09% +56,466 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: not reported; 2024Q4: 20 shares; 2025Q1: 81 shares; 2025Q2: 112 shares; 2025Q3: 119 shares; 2025Q4: 114 shares; 2026Q1: 112 shares; 2026Q2: 100 shares 100 $74.9M 0.09% -12 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: 249,006 shares; 2024Q4: 99,771 shares; 2025Q1: 80,487 shares; 2025Q2: 80,388 shares; 2025Q3: 88,597 shares; 2025Q4: 99,597 shares; 2026Q1: 96,631 shares; 2026Q2: 145,492 shares 145,492 $74.7M 0.09% +48,861 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: 40,720 shares; 2024Q4: 38,043 shares; 2025Q1: 36,636 shares; 2025Q2: 39,996 shares; 2025Q3: 41,648 shares; 2025Q4: 54,170 shares; 2026Q1: 51,878 shares; 2026Q2: 63,423 shares 63,423 $74.5M 0.09% +11,545 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: 2,992,324 shares; 2024Q4: 2,398,866 shares; 2025Q1: 2,313,118 shares; 2025Q2: 2,203,032 shares; 2025Q3: 2,061,344 shares; 2025Q4: 2,123,561 shares; 2026Q1: 2,008,641 shares; 2026Q2: 2,030,619 shares 2,030,619 $73.4M 0.09% +21,978 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,900 shares; 2024Q4: 20,284 shares; 2025Q1: 19,239 shares; 2025Q2: 20,203 shares; 2025Q3: 159,308 shares; 2025Q4: 383,459 shares; 2026Q1: 1,128,239 shares; 2026Q2: 1,436,013 shares 1,436,013 $72.7M 0.09% +307,774 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: 164,661 shares; 2024Q4: 145,323 shares; 2025Q1: 140,243 shares; 2025Q2: 132,491 shares; 2025Q3: 142,483 shares; 2025Q4: 137,198 shares; 2026Q1: 144,356 shares; 2026Q2: 163,737 shares 163,737 $69.8M 0.09% +19,381 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: 377,473 shares; 2024Q4: 359,219 shares; 2025Q1: 400,042 shares; 2025Q2: 370,567 shares; 2025Q3: 339,076 shares; 2025Q4: 417,050 shares; 2026Q1: 350,382 shares; 2026Q2: 497,843 shares 497,843 $68.5M 0.08% +147,461 Timeline SHM 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: 2,759,279 shares; 2024Q4: 2,597,305 shares; 2025Q1: 2,461,237 shares; 2025Q2: 2,192,051 shares; 2025Q3: 1,824,909 shares; 2025Q4: 1,713,483 shares; 2026Q1: 1,545,743 shares; 2026Q2: 1,415,493 shares 1,415,493 $67.9M 0.08% -130,250 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: 78,053 shares; 2024Q4: 73,217 shares; 2025Q1: 70,880 shares; 2025Q2: 50,554 shares; 2025Q3: 101,201 shares; 2025Q4: 307,496 shares; 2026Q1: 211,784 shares; 2026Q2: 214,325 shares 214,325 $67.1M 0.08% +2,541 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: 255,187 shares; 2024Q4: 146,935 shares; 2025Q1: 153,695 shares; 2025Q2: 152,031 shares; 2025Q3: 1,165,543 shares; 2025Q4: 990,462 shares; 2026Q1: 1,000,721 shares; 2026Q2: 1,234,286 shares 1,234,286 $66.2M 0.08% +233,565 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: 35,635 shares; 2024Q4: 35,287 shares; 2025Q1: 36,039 shares; 2025Q2: 49,234 shares; 2025Q3: 59,778 shares; 2025Q4: 70,235 shares; 2026Q1: 81,092 shares; 2026Q2: 92,286 shares 92,286 $65.8M 0.08% +11,194 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: 164,875 shares; 2024Q4: 160,928 shares; 2025Q1: 158,648 shares; 2025Q2: not reported; 2025Q3: 250,392 shares; 2025Q4: 313,880 shares; 2026Q1: 175,770 shares; 2026Q2: 174,567 shares 174,567 $64.3M 0.08% -1,203 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: 1,054,859 shares; 2024Q4: 979,034 shares; 2025Q1: 1,057,483 shares; 2025Q2: 1,097,529 shares; 2025Q3: 1,133,503 shares; 2025Q4: 1,129,439 shares; 2026Q1: 497,839 shares; 2026Q2: 491,925 shares 491,925 $63.8M 0.08% -5,914 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: 423,161 shares; 2024Q4: 417,807 shares; 2025Q1: 399,769 shares; 2025Q2: 391,216 shares; 2025Q3: 263,496 shares; 2025Q4: 319,604 shares; 2026Q1: 564,162 shares; 2026Q2: 832,940 shares 832,940 $63.8M 0.08% +268,778 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: 1,405,810 shares; 2024Q4: 2,006,071 shares; 2025Q1: 1,999,875 shares; 2025Q2: 2,870,409 shares; 2025Q3: 2,727,224 shares; 2025Q4: 2,667,904 shares; 2026Q1: 2,531,564 shares; 2026Q2: 2,198,557 shares 2,198,557 $63.7M 0.08% -333,007 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: 1,112,253 shares; 2024Q4: 1,051,076 shares; 2025Q1: 555,379 shares; 2025Q2: 581,071 shares; 2025Q3: 605,912 shares; 2025Q4: 639,621 shares; 2026Q1: 665,872 shares; 2026Q2: 781,203 shares 781,203 $63.5M 0.08% +115,331 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: 181,803 shares; 2024Q4: 165,581 shares; 2025Q1: 173,855 shares; 2025Q2: 179,023 shares; 2025Q3: 190,372 shares; 2025Q4: 201,137 shares; 2026Q1: 224,241 shares; 2026Q2: 298,848 shares 298,848 $62.5M 0.08% +74,607 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: 191,087 shares; 2024Q4: 180,940 shares; 2025Q1: 190,649 shares; 2025Q2: 200,092 shares; 2025Q3: 198,036 shares; 2025Q4: 208,607 shares; 2026Q1: 230,984 shares; 2026Q2: 257,408 shares 257,408 $62.4M 0.08% +26,424 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: 270,597 shares; 2024Q4: 54,082 shares; 2025Q1: 51,793 shares; 2025Q2: 45,940 shares; 2025Q3: 291,031 shares; 2025Q4: 266,132 shares; 2026Q1: 289,403 shares; 2026Q2: 386,532 shares 386,532 $61.3M 0.08% +97,129 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,055 shares; 2024Q4: 604,440 shares; 2025Q1: 653,397 shares; 2025Q2: 747,624 shares; 2025Q3: 946,916 shares; 2025Q4: 1,008,312 shares; 2026Q1: 1,213,301 shares; 2026Q2: 1,287,316 shares 1,287,316 $61.1M 0.08% +74,015 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: 52,664 shares; 2024Q4: 45,044 shares; 2025Q1: 48,499 shares; 2025Q2: 55,756 shares; 2025Q3: 62,294 shares; 2025Q4: 63,318 shares; 2026Q1: 63,644 shares; 2026Q2: 60,179 shares 60,179 $60.9M 0.08% -3,465 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: 642,008 shares; 2024Q4: 621,653 shares; 2025Q1: 639,156 shares; 2025Q2: 735,303 shares; 2025Q3: 850,159 shares; 2025Q4: 972,816 shares; 2026Q1: 843,678 shares; 2026Q2: 836,806 shares 836,806 $60.2M 0.07% -6,872 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: 211,804 shares; 2024Q4: 236,914 shares; 2025Q1: 204,853 shares; 2025Q2: not reported; 2025Q3: 235,672 shares; 2025Q4: 291,608 shares; 2026Q1: 288,723 shares; 2026Q2: 332,499 shares 332,499 $60.2M 0.07% +43,776 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,544 shares; 2024Q4: 422,172 shares; 2025Q1: 486,744 shares; 2025Q2: 644,028 shares; 2025Q3: 1,064,986 shares; 2025Q4: 2,277,770 shares; 2026Q1: 2,467,661 shares; 2026Q2: 2,688,763 shares 2,688,763 $60.1M 0.07% +221,102 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: not reported; 2024Q4: 147,289 shares; 2025Q1: 152,707 shares; 2025Q2: 130,133 shares; 2025Q3: 130,245 shares; 2025Q4: 150,285 shares; 2026Q1: 155,940 shares; 2026Q2: 176,701 shares 176,701 $59.8M 0.07% +20,761 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: 147,132 shares; 2024Q4: 143,289 shares; 2025Q1: 130,217 shares; 2025Q2: 130,638 shares; 2025Q3: 128,772 shares; 2025Q4: 167,037 shares; 2026Q1: 162,886 shares; 2026Q2: 197,380 shares 197,380 $58.8M 0.07% +34,494 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,868 shares; 2024Q4: 482,618 shares; 2025Q1: 528,120 shares; 2025Q2: 677,243 shares; 2025Q3: 1,057,748 shares; 2025Q4: 2,271,602 shares; 2026Q1: 2,405,511 shares; 2026Q2: 2,638,111 shares 2,638,111 $58.4M 0.07% +232,600 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991,274 shares; 2024Q4: 1,090,482 shares; 2025Q1: 839,833 shares; 2025Q2: 870,086 shares; 2025Q3: 1,160,599 shares; 2025Q4: 1,312,116 shares; 2026Q1: 1,258,475 shares; 2026Q2: 1,334,752 shares 1,334,752 $58M 0.07% +76,277 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: 129,468 shares; 2025Q1: 257,455 shares; 2025Q2: 290,197 shares; 2025Q3: 310,981 shares; 2025Q4: 404,775 shares; 2026Q1: 318,954 shares; 2026Q2: 340,237 shares 340,237 $57.8M 0.07% +21,283 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: 1,600,934 shares; 2024Q4: 1,282,333 shares; 2025Q1: 1,300,303 shares; 2025Q2: 1,305,684 shares; 2025Q3: 1,215,209 shares; 2025Q4: 1,187,547 shares; 2026Q1: 1,342,067 shares; 2026Q2: 1,425,068 shares 1,425,068 $57.3M 0.07% +83,001 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,652 shares; 2024Q4: 126,761 shares; 2025Q1: 128,073 shares; 2025Q2: 120,049 shares; 2025Q3: 121,557 shares; 2025Q4: 121,329 shares; 2026Q1: 124,162 shares; 2026Q2: 124,002 shares 124,002 $56.9M 0.07% -160 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: 22,650 shares; 2024Q4: 22,162 shares; 2025Q1: 22,339 shares; 2025Q2: 20,657 shares; 2025Q3: 19,857 shares; 2025Q4: 25,463 shares; 2026Q1: 27,550 shares; 2026Q2: 28,610 shares 28,610 $56.9M 0.07% +1,060 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: 80,477 shares; 2024Q4: 78,098 shares; 2025Q1: 84,013 shares; 2025Q2: 73,051 shares; 2025Q3: 81,611 shares; 2025Q4: 100,848 shares; 2026Q1: 127,095 shares; 2026Q2: 166,288 shares 166,288 $56.7M 0.07% +39,193 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: 235,345 shares; 2024Q4: 223,630 shares; 2025Q1: 225,890 shares; 2025Q2: 228,407 shares; 2025Q3: 377,608 shares; 2025Q4: 410,009 shares; 2026Q1: 420,299 shares; 2026Q2: 414,308 shares 414,308 $56.1M 0.07% -5,991 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,344 shares; 2024Q4: 34,004 shares; 2025Q1: 64,838 shares; 2025Q2: 639,493 shares; 2025Q3: 1,183,092 shares; 2025Q4: 1,809,084 shares; 2026Q1: 2,652,137 shares; 2026Q2: 2,861,909 shares 2,861,909 $55.9M 0.07% +209,772 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324,442 shares; 2024Q4: 381,056 shares; 2025Q1: 429,969 shares; 2025Q2: 599,379 shares; 2025Q3: 1,046,617 shares; 2025Q4: 1,965,283 shares; 2026Q1: 2,336,938 shares; 2026Q2: 2,580,593 shares 2,580,593 $55.9M 0.07% +243,655 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,020 shares; 2024Q4: 399,590 shares; 2025Q1: 458,879 shares; 2025Q2: 651,224 shares; 2025Q3: 1,257,685 shares; 2025Q4: 2,842,417 shares; 2026Q1: 2,523,496 shares; 2026Q2: 2,437,085 shares 2,437,085 $55.8M 0.07% -86,411 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: not reported; 2024Q4: 329,702 shares; 2025Q1: 344,376 shares; 2025Q2: 420,752 shares; 2025Q3: 500,459 shares; 2025Q4: 556,278 shares; 2026Q1: 539,567 shares; 2026Q2: 609,854 shares 609,854 $55.3M 0.07% +70,287 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: 446,149 shares; 2024Q4: 311,853 shares; 2025Q1: 311,107 shares; 2025Q2: 117,546 shares; 2025Q3: 319,848 shares; 2025Q4: 342,108 shares; 2026Q1: 340,381 shares; 2026Q2: 385,666 shares 385,666 $55.2M 0.07% +45,285 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,287,676 shares; 2024Q4: 1,330,416 shares; 2025Q1: 963,285 shares; 2025Q2: 981,399 shares; 2025Q3: 1,238,513 shares; 2025Q4: 1,371,180 shares; 2026Q1: 1,401,275 shares; 2026Q2: 1,475,495 shares 1,475,495 $54.6M 0.07% +74,220 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821,989 shares; 2024Q4: 689,819 shares; 2025Q1: 752,659 shares; 2025Q2: 856,888 shares; 2025Q3: 900,305 shares; 2025Q4: 3,902,720 shares; 2026Q1: 2,055,854 shares; 2026Q2: 2,063,596 shares 2,063,596 $52.8M 0.07% +7,742 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 116,537 shares; 2025Q1: 120,436 shares; 2025Q2: 115,487 shares; 2025Q3: 121,178 shares; 2025Q4: 144,357 shares; 2026Q1: 141,502 shares; 2026Q2: 145,549 shares 145,549 $52.7M 0.07% +4,047 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,958 shares; 2025Q2: 43,206 shares; 2025Q3: 616,903 shares; 2025Q4: 742,208 shares; 2026Q1: 841,677 shares; 2026Q2: 1,006,647 shares 1,006,647 $52.5M 0.06% +164,970 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: 108,806 shares; 2024Q4: 126,605 shares; 2025Q1: 134,768 shares; 2025Q2: 238,811 shares; 2025Q3: 272,034 shares; 2025Q4: 344,932 shares; 2026Q1: 322,211 shares; 2026Q2: 358,954 shares 358,954 $52.4M 0.06% +36,743 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: 103,872 shares; 2024Q4: 99,117 shares; 2025Q1: 117,351 shares; 2025Q2: 116,890 shares; 2025Q3: 114,300 shares; 2025Q4: 131,278 shares; 2026Q1: 144,988 shares; 2026Q2: 150,637 shares 150,637 $51.8M 0.06% +5,649 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,059 shares; 2024Q4: 319,219 shares; 2025Q1: 308,693 shares; 2025Q2: 308,867 shares; 2025Q3: 251,693 shares; 2025Q4: 270,045 shares; 2026Q1: 270,189 shares; 2026Q2: 314,851 shares 314,851 $51.5M 0.06% +44,662 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,956 shares; 2024Q4: 74,127 shares; 2025Q1: 77,222 shares; 2025Q2: 109,441 shares; 2025Q3: 127,523 shares; 2025Q4: 131,849 shares; 2026Q1: 136,207 shares; 2026Q2: 127,862 shares 127,862 $51.5M 0.06% -8,345 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 672,991 shares; 2024Q4: 739,766 shares; 2025Q1: 751,219 shares; 2025Q2: 762,669 shares; 2025Q3: 925,427 shares; 2025Q4: 945,667 shares; 2026Q1: 937,064 shares; 2026Q2: 932,491 shares 932,491 $51M 0.06% -4,573 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: 35,025 shares; 2024Q4: 34,131 shares; 2025Q1: 39,602 shares; 2025Q2: 47,640 shares; 2025Q3: 74,099 shares; 2025Q4: 68,542 shares; 2026Q1: 190,753 shares; 2026Q2: 205,421 shares 205,421 $50.6M 0.06% +14,668 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: 1,924,028 shares; 2024Q4: 1,863,839 shares; 2025Q1: 1,740,454 shares; 2025Q2: 1,628,282 shares; 2025Q3: 1,509,693 shares; 2025Q4: 1,487,801 shares; 2026Q1: 1,446,971 shares; 2026Q2: 1,391,990 shares 1,391,990 $50.5M 0.06% -54,981 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: 971,468 shares; 2024Q4: 986,403 shares; 2025Q1: 971,068 shares; 2025Q2: 880,573 shares; 2025Q3: 718,369 shares; 2025Q4: 779,157 shares; 2026Q1: 682,470 shares; 2026Q2: 667,089 shares 667,089 $50.4M 0.06% -15,381 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: 138,425 shares; 2024Q4: 125,161 shares; 2025Q1: 130,546 shares; 2025Q2: 129,462 shares; 2025Q3: 152,055 shares; 2025Q4: 163,141 shares; 2026Q1: 179,008 shares; 2026Q2: 183,849 shares 183,849 $49.7M 0.06% +4,841 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: 295,542 shares; 2024Q4: 180,365 shares; 2025Q1: 194,226 shares; 2025Q2: 236,129 shares; 2025Q3: 429,007 shares; 2025Q4: 892,075 shares; 2026Q1: 954,974 shares; 2026Q2: 932,699 shares 932,699 $49.5M 0.06% -22,275 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: 28,680 shares; 2024Q4: 26,201 shares; 2025Q1: 26,284 shares; 2025Q2: 27,509 shares; 2025Q3: 29,739 shares; 2025Q4: 37,712 shares; 2026Q1: 38,886 shares; 2026Q2: 51,232 shares 51,232 $49.4M 0.06% +12,346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,091 shares; 2025Q4: 9,540 shares; 2026Q1: 11,449 shares; 2026Q2: 987,814 shares 987,814 $49.2M 0.06% +976,365 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,746 shares; 2024Q4: 299,095 shares; 2025Q1: 374,835 shares; 2025Q2: 407,198 shares; 2025Q3: 573,251 shares; 2025Q4: 615,614 shares; 2026Q1: 712,930 shares; 2026Q2: 862,327 shares 862,327 $48.7M 0.06% +149,397 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: 61,863 shares; 2024Q4: 51,912 shares; 2025Q1: 50,923 shares; 2025Q2: 49,973 shares; 2025Q3: 67,768 shares; 2025Q4: 80,910 shares; 2026Q1: 89,478 shares; 2026Q2: 93,283 shares 93,283 $47.5M 0.06% +3,805 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: 11,523 shares; 2024Q4: 12,156 shares; 2025Q1: 13,438 shares; 2025Q2: 42,108 shares; 2025Q3: 45,731 shares; 2025Q4: 43,969 shares; 2026Q1: 46,376 shares; 2026Q2: 48,149 shares 48,149 $47.1M 0.06% +1,773 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,285 shares; 2024Q4: 34,587 shares; 2025Q1: 31,196 shares; 2025Q2: 27,932 shares; 2025Q3: 254,840 shares; 2025Q4: 452,069 shares; 2026Q1: 382,126 shares; 2026Q2: 401,248 shares 401,248 $47.1M 0.06% +19,122 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957,821 shares; 2024Q4: 822,923 shares; 2025Q1: 833,894 shares; 2025Q2: 911,065 shares; 2025Q3: 954,866 shares; 2025Q4: 2,032,818 shares; 2026Q1: 1,747,444 shares; 2026Q2: 1,841,644 shares 1,841,644 $46.8M 0.06% +94,200 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634,029 shares; 2025Q3: 788,303 shares; 2025Q4: 1,872,341 shares; 2026Q1: 1,752,223 shares; 2026Q2: 1,773,721 shares 1,773,721 $45.9M 0.06% +21,498 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: 915,518 shares; 2024Q4: 584,158 shares; 2025Q1: 578,232 shares; 2025Q2: 576,890 shares; 2025Q3: 687,851 shares; 2025Q4: 725,840 shares; 2026Q1: 886,178 shares; 2026Q2: 1,069,831 shares 1,069,831 $45.3M 0.06% +183,653 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: 361,417 shares; 2024Q4: 348,995 shares; 2025Q1: 315,601 shares; 2025Q2: 294,867 shares; 2025Q3: 291,011 shares; 2025Q4: 609,616 shares; 2026Q1: 361,291 shares; 2026Q2: 458,817 shares 458,817 $45.1M 0.06% +97,526 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: 195,282 shares; 2024Q4: 169,120 shares; 2025Q1: 184,732 shares; 2025Q2: 245,629 shares; 2025Q3: 276,050 shares; 2025Q4: 334,200 shares; 2026Q1: 369,963 shares; 2026Q2: 385,533 shares 385,533 $45M 0.06% +15,570 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: 1,173,408 shares; 2024Q4: 539,593 shares; 2025Q1: 758,998 shares; 2025Q2: 751,383 shares; 2025Q3: 727,249 shares; 2025Q4: 709,722 shares; 2026Q1: 1,124,416 shares; 2026Q2: 1,215,877 shares 1,215,877 $44.8M 0.06% +91,461 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: 154,318 shares; 2024Q4: 179,127 shares; 2025Q1: 172,988 shares; 2025Q2: 141,844 shares; 2025Q3: 154,280 shares; 2025Q4: 152,615 shares; 2026Q1: 150,940 shares; 2026Q2: 142,133 shares 142,133 $44.7M 0.06% -8,807 Timeline IBMR 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: 659,681 shares; 2025Q1: 705,785 shares; 2025Q2: 764,582 shares; 2025Q3: 821,622 shares; 2025Q4: 2,092,664 shares; 2026Q1: 1,720,098 shares; 2026Q2: 1,740,491 shares 1,740,491 $44.2M 0.05% +20,393 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: 994,041 shares; 2024Q4: 1,278,036 shares; 2025Q1: 1,342,186 shares; 2025Q2: 1,129,961 shares; 2025Q3: 1,091,049 shares; 2025Q4: 1,135,396 shares; 2026Q1: 1,319,737 shares; 2026Q2: 1,304,552 shares 1,304,552 $44.1M 0.05% -15,185 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: 164,992 shares; 2024Q4: 181,389 shares; 2025Q1: 228,959 shares; 2025Q2: 176,390 shares; 2025Q3: 170,530 shares; 2025Q4: 162,435 shares; 2026Q1: 180,680 shares; 2026Q2: 181,462 shares 181,462 $44.1M 0.05% +782 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: 462,055 shares; 2024Q4: 962,109 shares; 2025Q1: 1,708,521 shares; 2025Q2: 1,084,519 shares; 2025Q3: 965,851 shares; 2025Q4: 972,184 shares; 2026Q1: 1,054,229 shares; 2026Q2: 1,083,236 shares 1,083,236 $44M 0.05% +29,007 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,488 shares; 2024Q4: 466,297 shares; 2025Q1: 494,278 shares; 2025Q2: 535,984 shares; 2025Q3: 660,307 shares; 2025Q4: 750,901 shares; 2026Q1: 791,444 shares; 2026Q2: 810,959 shares 810,959 $43.6M 0.05% +19,515 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992,695 shares; 2024Q4: 866,358 shares; 2025Q1: 859,031 shares; 2025Q2: 947,342 shares; 2025Q3: 1,069,676 shares; 2025Q4: 2,122,321 shares; 2026Q1: 1,577,995 shares; 2026Q2: 1,695,538 shares 1,695,538 $43.5M 0.05% +117,543 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,367 shares; 2024Q4: 48,392 shares; 2025Q1: 39,258 shares; 2025Q2: 30,444 shares; 2025Q3: 512,193 shares; 2025Q4: 644,754 shares; 2026Q1: 349,197 shares; 2026Q2: 402,704 shares 402,704 $43.1M 0.05% +53,507 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: 67,013 shares; 2024Q4: 51,078 shares; 2025Q1: 54,726 shares; 2025Q2: 50,323 shares; 2025Q3: 46,931 shares; 2025Q4: 46,669 shares; 2026Q1: 71,098 shares; 2026Q2: 449,280 shares 449,280 $42.9M 0.05% +378,182 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: 92,003 shares; 2024Q4: 91,750 shares; 2025Q1: 114,367 shares; 2025Q2: 142,139 shares; 2025Q3: 149,727 shares; 2025Q4: 154,484 shares; 2026Q1: 146,637 shares; 2026Q2: 108,604 shares 108,604 $42.3M 0.05% -38,033 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,182 shares; 2024Q4: 7,587 shares; 2025Q1: 315,573 shares; 2025Q2: 628,486 shares; 2025Q3: 1,277,193 shares; 2025Q4: 1,279,906 shares; 2026Q1: 725,336 shares; 2026Q2: 774,190 shares 774,190 $42.3M 0.05% +48,854 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: 594 shares; 2024Q4: 875 shares; 2025Q1: 1,550 shares; 2025Q2: 3,179 shares; 2025Q3: 6,877 shares; 2025Q4: 15,057 shares; 2026Q1: 18,755 shares; 2026Q2: 21,279 shares 21,279 $42.2M 0.05% +2,524 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: 2,603,332 shares; 2024Q4: 1,547,089 shares; 2025Q1: 1,640,266 shares; 2025Q2: 1,670,517 shares; 2025Q3: 1,882,037 shares; 2025Q4: 2,098,262 shares; 2026Q1: 2,038,654 shares; 2026Q2: 2,022,345 shares 2,022,345 $41.9M 0.05% -16,309 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: 28,932 shares; 2024Q4: 24,490 shares; 2025Q1: 22,149 shares; 2025Q2: 143,095 shares; 2025Q3: 195,822 shares; 2025Q4: 206,917 shares; 2026Q1: 227,105 shares; 2026Q2: 244,864 shares 244,864 $41.5M 0.05% +17,759 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: 217,049 shares; 2024Q4: 337,991 shares; 2025Q1: 441,358 shares; 2025Q2: 438,743 shares; 2025Q3: 269,276 shares; 2025Q4: 189,478 shares; 2026Q1: 194,219 shares; 2026Q2: 194,787 shares 194,787 $41.4M 0.05% +568 Timeline HYMB 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: 703,795 shares; 2024Q4: 727,536 shares; 2025Q1: 767,476 shares; 2025Q2: 788,459 shares; 2025Q3: 1,436,041 shares; 2025Q4: 1,588,419 shares; 2026Q1: 1,417,335 shares; 2026Q2: 1,624,232 shares 1,624,232 $41.3M 0.05% +206,897 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: not reported; 2024Q4: 57,553 shares; 2025Q1: 55,401 shares; 2025Q2: 50,797 shares; 2025Q3: 60,635 shares; 2025Q4: 88,837 shares; 2026Q1: 74,673 shares; 2026Q2: 103,844 shares 103,844 $41.2M 0.05% +29,171 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: 37,205 shares; 2024Q4: 37,986 shares; 2025Q1: 37,233 shares; 2025Q2: 45,596 shares; 2025Q3: 51,763 shares; 2025Q4: 49,694 shares; 2026Q1: 56,843 shares; 2026Q2: 78,758 shares 78,758 $40.9M 0.05% +21,915 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,902 shares; 2025Q3: 23,150 shares; 2025Q4: 136,420 shares; 2026Q1: 243,892 shares; 2026Q2: 251,437 shares 251,437 $40.6M 0.05% +7,545 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: not reported; 2024Q4: 66,450 shares; 2025Q1: 92,481 shares; 2025Q2: 101,150 shares; 2025Q3: 112,693 shares; 2025Q4: 114,782 shares; 2026Q1: 128,979 shares; 2026Q2: 122,532 shares 122,532 $40.5M 0.05% -6,447 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: 38,945 shares; 2024Q4: 37,543 shares; 2025Q1: 35,775 shares; 2025Q2: 37,934 shares; 2025Q3: 51,071 shares; 2025Q4: 92,532 shares; 2026Q1: 134,605 shares; 2026Q2: 112,053 shares 112,053 $39.7M 0.05% -22,552 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: 288,753 shares; 2024Q4: 277,281 shares; 2025Q1: 373,312 shares; 2025Q2: 415,745 shares; 2025Q3: 541,917 shares; 2025Q4: 580,843 shares; 2026Q1: 575,118 shares; 2026Q2: 504,928 shares 504,928 $39.5M 0.05% -70,190 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,757 shares; 2024Q4: 235,147 shares; 2025Q1: 373,328 shares; 2025Q2: 543,121 shares; 2025Q3: 645,899 shares; 2025Q4: 664,789 shares; 2026Q1: 670,533 shares; 2026Q2: 518,143 shares 518,143 $39.4M 0.05% -152,390 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,178 shares; 2024Q4: 64,221 shares; 2025Q1: 103,951 shares; 2025Q2: 86,286 shares; 2025Q3: 108,652 shares; 2025Q4: 1,941,124 shares; 2026Q1: 909,529 shares; 2026Q2: 1,890,508 shares 1,890,508 $39.4M 0.05% +980,979 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,743 shares; 2025Q1: 89,826 shares; 2025Q2: 120,779 shares; 2025Q3: 195,979 shares; 2025Q4: 211,450 shares; 2026Q1: 200,690 shares; 2026Q2: 164,893 shares 164,893 $39.2M 0.05% -35,797 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: 583,664 shares; 2024Q4: 228,467 shares; 2025Q1: 236,753 shares; 2025Q2: 241,430 shares; 2025Q3: 295,885 shares; 2025Q4: 325,035 shares; 2026Q1: 296,654 shares; 2026Q2: 309,147 shares 309,147 $39.1M 0.05% +12,493 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: 34,013 shares; 2024Q4: 31,448 shares; 2025Q1: 267,714 shares; 2025Q2: 383,505 shares; 2025Q3: 463,125 shares; 2025Q4: 435,602 shares; 2026Q1: 437,370 shares; 2026Q2: 415,448 shares 415,448 $38.8M 0.05% -21,922 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89,190 shares; 2025Q1: 67,280 shares; 2025Q2: 88,195 shares; 2025Q3: 105,494 shares; 2025Q4: 107,756 shares; 2026Q1: 123,930 shares; 2026Q2: 177,548 shares 177,548 $38.4M 0.05% +53,618 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: 90,146 shares; 2024Q4: 88,708 shares; 2025Q1: 90,899 shares; 2025Q2: 83,907 shares; 2025Q3: 80,881 shares; 2025Q4: 152,504 shares; 2026Q1: 112,059 shares; 2026Q2: 168,907 shares 168,907 $38.4M 0.05% +56,848 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: 354,733 shares; 2024Q4: 126,651 shares; 2025Q1: 128,348 shares; 2025Q2: 119,020 shares; 2025Q3: 120,880 shares; 2025Q4: 128,493 shares; 2026Q1: 137,605 shares; 2026Q2: 140,959 shares 140,959 $38.3M 0.05% +3,354 Timeline SHYD 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: 1,364,153 shares; 2024Q4: 1,429,931 shares; 2025Q1: 1,460,034 shares; 2025Q2: 1,207,928 shares; 2025Q3: 1,662,987 shares; 2025Q4: 1,833,017 shares; 2026Q1: 1,540,541 shares; 2026Q2: 1,664,379 shares 1,664,379 $38.1M 0.05% +123,838 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: 43,034 shares; 2024Q4: 38,789 shares; 2025Q1: 36,871 shares; 2025Q2: 53,097 shares; 2025Q3: 58,211 shares; 2025Q4: 67,634 shares; 2026Q1: 67,482 shares; 2026Q2: 76,839 shares 76,839 $37.7M 0.05% +9,357 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,893 shares; 2024Q4: 345,854 shares; 2025Q1: 410,809 shares; 2025Q2: 364,165 shares; 2025Q3: 346,797 shares; 2025Q4: 329,215 shares; 2026Q1: 815,062 shares; 2026Q2: 738,406 shares 738,406 $36.8M 0.05% -76,656 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: 373,752 shares; 2024Q4: 264,279 shares; 2025Q1: 265,374 shares; 2025Q2: 246,880 shares; 2025Q3: 288,285 shares; 2025Q4: 460,917 shares; 2026Q1: 588,491 shares; 2026Q2: 636,124 shares 636,124 $36.7M 0.05% +47,633 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,802 shares; 2024Q4: 68,128 shares; 2025Q1: 111,670 shares; 2025Q2: 341,957 shares; 2025Q3: 427,286 shares; 2025Q4: 423,631 shares; 2026Q1: 372,081 shares; 2026Q2: 325,426 shares 325,426 $36.4M 0.04% -46,655 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,993 shares; 2025Q3: 18,505 shares; 2025Q4: 18,973 shares; 2026Q1: 18,624 shares; 2026Q2: 15,971 shares 15,971 $36.3M 0.04% -2,653 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: 286,746 shares; 2024Q4: 337,587 shares; 2025Q1: 309,162 shares; 2025Q2: 382,533 shares; 2025Q3: 497,273 shares; 2025Q4: 549,343 shares; 2026Q1: 657,171 shares; 2026Q2: 624,565 shares 624,565 $36M 0.04% -32,606 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,678 shares; 2024Q4: 538,263 shares; 2025Q1: 593,740 shares; 2025Q2: 590,173 shares; 2025Q3: 845,624 shares; 2025Q4: 915,516 shares; 2026Q1: 850,320 shares; 2026Q2: 870,701 shares 870,701 $35.4M 0.04% +20,381 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,288 shares; 2024Q4: 23,316 shares; 2025Q1: 23,829 shares; 2025Q2: 401,507 shares; 2025Q3: 414,611 shares; 2025Q4: 420,019 shares; 2026Q1: 396,590 shares; 2026Q2: 381,849 shares 381,849 $35.2M 0.04% -14,741 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: 189,950 shares; 2024Q4: 198,410 shares; 2025Q1: 208,937 shares; 2025Q2: 173,899 shares; 2025Q3: 316,367 shares; 2025Q4: 318,585 shares; 2026Q1: 299,825 shares; 2026Q2: 315,126 shares 315,126 $34.8M 0.04% +15,301 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: 19,878 shares; 2024Q4: 16,740 shares; 2025Q1: 21,607 shares; 2025Q2: 69,303 shares; 2025Q3: 33,911 shares; 2025Q4: 40,374 shares; 2026Q1: 58,151 shares; 2026Q2: 71,530 shares 71,530 $34.6M 0.04% +13,379 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: 65,719 shares; 2024Q4: 52,214 shares; 2025Q1: 70,975 shares; 2025Q2: 62,417 shares; 2025Q3: 75,528 shares; 2025Q4: 74,070 shares; 2026Q1: 70,179 shares; 2026Q2: 80,083 shares 80,083 $34.6M 0.04% +9,904 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 606,115 shares; 2025Q1: 1,175,937 shares; 2025Q2: 515,844 shares; 2025Q3: 418,028 shares; 2025Q4: 408,468 shares; 2026Q1: 392,404 shares; 2026Q2: 386,895 shares 386,895 $34.5M 0.04% -5,509 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,379 shares; 2024Q4: 40,777 shares; 2025Q1: 37,480 shares; 2025Q2: 33,427 shares; 2025Q3: 396,836 shares; 2025Q4: 330,346 shares; 2026Q1: 253,524 shares; 2026Q2: 223,565 shares 223,565 $34.5M 0.04% -29,959 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838,242 shares; 2024Q4: 1,604,768 shares; 2025Q1: 1,421,420 shares; 2025Q2: 1,400,196 shares; 2025Q3: 608,120 shares; 2025Q4: 603,041 shares; 2026Q1: 447,643 shares; 2026Q2: 430,866 shares 430,866 $34.1M 0.04% -16,777 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: 15,611 shares; 2024Q4: 14,704 shares; 2025Q1: 17,962 shares; 2025Q2: 34,622 shares; 2025Q3: 35,290 shares; 2025Q4: 38,119 shares; 2026Q1: 74,893 shares; 2026Q2: 100,713 shares 100,713 $33.7M 0.04% +25,820 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: 67,329 shares; 2024Q4: 70,779 shares; 2025Q1: 71,942 shares; 2025Q2: 272,949 shares; 2025Q3: 299,591 shares; 2025Q4: 287,550 shares; 2026Q1: 281,717 shares; 2026Q2: 247,405 shares 247,405 $33.6M 0.04% -34,312 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911,485 shares; 2024Q4: 695,149 shares; 2025Q1: 633,280 shares; 2025Q2: 574,511 shares; 2025Q3: 476,675 shares; 2025Q4: 445,083 shares; 2026Q1: 397,192 shares; 2026Q2: 381,992 shares 381,992 $33.5M 0.04% -15,200 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: 228,238 shares; 2024Q4: 414,431 shares; 2025Q1: 576,272 shares; 2025Q2: 411,806 shares; 2025Q3: 342,500 shares; 2025Q4: 325,101 shares; 2026Q1: 555,624 shares; 2026Q2: 646,494 shares 646,494 $33.4M 0.04% +90,870 Timeline VTIP 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: 137,424 shares; 2024Q4: 119,715 shares; 2025Q1: 89,276 shares; 2025Q2: 81,211 shares; 2025Q3: 106,769 shares; 2025Q4: 143,404 shares; 2026Q1: 384,241 shares; 2026Q2: 661,676 shares 661,676 $33.2M 0.04% +277,435 Timeline DISV 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: 321,603 shares; 2024Q4: 298,248 shares; 2025Q1: 299,727 shares; 2025Q2: 279,263 shares; 2025Q3: 275,697 shares; 2025Q4: 246,073 shares; 2026Q1: 570,714 shares; 2026Q2: 823,817 shares 823,817 $33.1M 0.04% +253,103 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: 131,154 shares; 2024Q4: 33,655 shares; 2025Q1: 34,730 shares; 2025Q2: 50,136 shares; 2025Q3: 46,075 shares; 2025Q4: 48,010 shares; 2026Q1: 48,611 shares; 2026Q2: 52,100 shares 52,100 $33M 0.04% +3,489 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,770 shares; 2024Q4: 11,687 shares; 2025Q1: 16,053 shares; 2025Q2: 11,460 shares; 2025Q3: 1,831,804 shares; 2025Q4: 1,835,107 shares; 2026Q1: 1,033,199 shares; 2026Q2: 1,015,884 shares 1,015,884 $32.7M 0.04% -17,315 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: 92,772 shares; 2024Q4: 96,244 shares; 2025Q1: 84,937 shares; 2025Q2: 107,083 shares; 2025Q3: 115,938 shares; 2025Q4: 134,908 shares; 2026Q1: 126,403 shares; 2026Q2: 161,861 shares 161,861 $32.5M 0.04% +35,458 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: 278,438 shares; 2024Q4: 255,634 shares; 2025Q1: 235,437 shares; 2025Q2: 232,356 shares; 2025Q3: 260,312 shares; 2025Q4: 333,627 shares; 2026Q1: 359,935 shares; 2026Q2: 368,507 shares 368,507 $32.3M 0.04% +8,572 Timeline MOAT 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: 50,880 shares; 2024Q4: 47,410 shares; 2025Q1: 45,272 shares; 2025Q2: 44,380 shares; 2025Q3: 794,616 shares; 2025Q4: 665,834 shares; 2026Q1: 322,809 shares; 2026Q2: 309,771 shares 309,771 $32.2M 0.04% -13,038 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: 1,809,861 shares; 2024Q4: 1,600,788 shares; 2025Q1: 1,607,151 shares; 2025Q2: 1,578,380 shares; 2025Q3: 1,153,744 shares; 2025Q4: 1,061,312 shares; 2026Q1: 865,348 shares; 2026Q2: 873,101 shares 873,101 $32.2M 0.04% +7,753 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,346 shares; 2024Q4: 44,611 shares; 2025Q1: 42,947 shares; 2025Q2: 39,046 shares; 2025Q3: 381,567 shares; 2025Q4: 302,170 shares; 2026Q1: 367,659 shares; 2026Q2: 388,759 shares 388,759 $32M 0.04% +21,100 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: 158,042 shares; 2024Q4: 188,483 shares; 2025Q1: 208,294 shares; 2025Q2: 211,241 shares; 2025Q3: 198,409 shares; 2025Q4: 216,507 shares; 2026Q1: 225,404 shares; 2026Q2: 252,532 shares 252,532 $32M 0.04% +27,128 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,492 shares; 2024Q4: 123,777 shares; 2025Q1: 126,484 shares; 2025Q2: 121,156 shares; 2025Q3: 125,398 shares; 2025Q4: 128,993 shares; 2026Q1: 138,210 shares; 2026Q2: 140,565 shares 140,565 $31.9M 0.04% +2,355 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,833 shares; 2024Q4: 48,331 shares; 2025Q1: 106,948 shares; 2025Q2: 201,715 shares; 2025Q3: 195,926 shares; 2025Q4: 149,298 shares; 2026Q1: 125,616 shares; 2026Q2: 100,306 shares 100,306 $31.9M 0.04% -25,310 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,466 shares; 2024Q4: 38,775 shares; 2025Q1: 108,093 shares; 2025Q2: 157,631 shares; 2025Q3: 168,457 shares; 2025Q4: 163,863 shares; 2026Q1: 169,901 shares; 2026Q2: 133,767 shares 133,767 $31.8M 0.04% -36,134 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: 16,588 shares; 2024Q4: 15,088 shares; 2025Q1: 20,149 shares; 2025Q2: 19,234 shares; 2025Q3: 25,104 shares; 2025Q4: 28,772 shares; 2026Q1: 26,915 shares; 2026Q2: 44,808 shares 44,808 $31.5M 0.04% +17,893 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,911 shares; 2025Q3: not reported; 2025Q4: 2,239 shares; 2026Q1: 2,704 shares; 2026Q2: 265,727 shares 265,727 $31.1M 0.04% +263,023 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: 201,651 shares; 2024Q4: 287,752 shares; 2025Q1: 221,413 shares; 2025Q2: 243,812 shares; 2025Q3: 313,178 shares; 2025Q4: 340,980 shares; 2026Q1: 329,593 shares; 2026Q2: 336,105 shares 336,105 $31M 0.04% +6,512 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: 89,909 shares; 2024Q4: 87,325 shares; 2025Q1: 94,292 shares; 2025Q2: 94,477 shares; 2025Q3: 106,432 shares; 2025Q4: 144,295 shares; 2026Q1: 159,124 shares; 2026Q2: 153,710 shares 153,710 $31M 0.04% -5,414 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,639 shares; 2024Q4: 192,213 shares; 2025Q1: 200,323 shares; 2025Q2: 309,171 shares; 2025Q3: 380,343 shares; 2025Q4: 391,964 shares; 2026Q1: 319,789 shares; 2026Q2: 232,467 shares 232,467 $30.8M 0.04% -87,322 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: 52,407 shares; 2024Q4: 55,273 shares; 2025Q1: 55,802 shares; 2025Q2: 56,865 shares; 2025Q3: 47,680 shares; 2025Q4: 51,049 shares; 2026Q1: 64,054 shares; 2026Q2: 76,644 shares 76,644 $30.5M 0.04% +12,590 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: 108,482 shares; 2024Q4: 181,620 shares; 2025Q1: 183,666 shares; 2025Q2: 180,809 shares; 2025Q3: 179,919 shares; 2025Q4: 195,484 shares; 2026Q1: 212,832 shares; 2026Q2: 224,573 shares 224,573 $30.4M 0.04% +11,741 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,069 shares; 2024Q4: 244,930 shares; 2025Q1: 221,935 shares; 2025Q2: 230,119 shares; 2025Q3: 240,361 shares; 2025Q4: 244,677 shares; 2026Q1: 249,548 shares; 2026Q2: 273,028 shares 273,028 $30.2M 0.04% +23,480 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: 58,222 shares; 2024Q4: 64,811 shares; 2025Q1: 176,117 shares; 2025Q2: 197,051 shares; 2025Q3: 231,247 shares; 2025Q4: 255,127 shares; 2026Q1: 293,288 shares; 2026Q2: 322,123 shares 322,123 $30.2M 0.04% +28,835 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: 495,427 shares; 2024Q4: 512,616 shares; 2025Q1: 516,091 shares; 2025Q2: 452,961 shares; 2025Q3: 434,266 shares; 2025Q4: 422,108 shares; 2026Q1: 461,055 shares; 2026Q2: 494,457 shares 494,457 $30.1M 0.04% +33,402 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,871 shares; 2024Q4: 292,558 shares; 2025Q1: 278,469 shares; 2025Q2: 313,693 shares; 2025Q3: 261,552 shares; 2025Q4: 263,059 shares; 2026Q1: 262,643 shares; 2026Q2: 218,908 shares 218,908 $30M 0.04% -43,735 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: not reported; 2024Q4: 91,715 shares; 2025Q1: 83,149 shares; 2025Q2: 91,279 shares; 2025Q3: 103,300 shares; 2025Q4: 113,943 shares; 2026Q1: 119,948 shares; 2026Q2: 133,684 shares 133,684 $29.9M 0.04% +13,736 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: 271,107 shares; 2024Q4: 243,705 shares; 2025Q1: 236,210 shares; 2025Q2: 270,260 shares; 2025Q3: 355,082 shares; 2025Q4: 347,003 shares; 2026Q1: 418,464 shares; 2026Q2: 435,970 shares 435,970 $29.8M 0.04% +17,506 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,637 shares; 2024Q4: 23,954 shares; 2025Q1: 23,970 shares; 2025Q2: 25,361 shares; 2025Q3: 121,579 shares; 2025Q4: 110,037 shares; 2026Q1: 100,426 shares; 2026Q2: 99,226 shares 99,226 $29.7M 0.04% -1,200 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: not reported; 2024Q4: 33,608 shares; 2025Q1: 35,866 shares; 2025Q2: 30,767 shares; 2025Q3: 62,157 shares; 2025Q4: 103,916 shares; 2026Q1: 196,040 shares; 2026Q2: 204,546 shares 204,546 $29.3M 0.04% +8,506 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: 25,473 shares; 2024Q4: 20,831 shares; 2025Q1: 20,028 shares; 2025Q2: 19,441 shares; 2025Q3: 21,217 shares; 2025Q4: 22,098 shares; 2026Q1: 28,826 shares; 2026Q2: 38,062 shares 38,062 $29M 0.04% +9,236 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,753 shares; 2024Q4: 451,554 shares; 2025Q1: 471,440 shares; 2025Q2: 455,699 shares; 2025Q3: 666,023 shares; 2025Q4: 679,923 shares; 2026Q1: 540,564 shares; 2026Q2: 576,552 shares 576,552 $28.8M 0.04% +35,988 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: not reported; 2024Q4: 150,299 shares; 2025Q1: 175,296 shares; 2025Q2: 146,903 shares; 2025Q3: 175,843 shares; 2025Q4: 198,853 shares; 2026Q1: 193,428 shares; 2026Q2: 209,913 shares 209,913 $28.7M 0.04% +16,485 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,439 shares; 2024Q4: 44,546 shares; 2025Q1: 43,132 shares; 2025Q2: 42,429 shares; 2025Q3: 42,713 shares; 2025Q4: 40,057 shares; 2026Q1: 73,607 shares; 2026Q2: 182,797 shares 182,797 $28.7M 0.04% +109,190 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: 150,279 shares; 2024Q4: 121,941 shares; 2025Q1: 115,417 shares; 2025Q2: 189,599 shares; 2025Q3: 226,759 shares; 2025Q4: 277,803 shares; 2026Q1: 319,378 shares; 2026Q2: 456,214 shares 456,214 $28.7M 0.04% +136,836 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078,664 shares; 2024Q4: 1,983,729 shares; 2025Q1: 1,922,675 shares; 2025Q2: 1,866,879 shares; 2025Q3: 1,582,342 shares; 2025Q4: 1,437,525 shares; 2026Q1: 1,400,381 shares; 2026Q2: 1,186,671 shares 1,186,671 $28.6M 0.04% -213,710 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: 144,160 shares; 2024Q4: 137,181 shares; 2025Q1: 251,467 shares; 2025Q2: 225,241 shares; 2025Q3: 286,056 shares; 2025Q4: 274,680 shares; 2026Q1: 345,259 shares; 2026Q2: 370,508 shares 370,508 $28.6M 0.04% +25,249 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: 92,464 shares; 2024Q4: 86,781 shares; 2025Q1: 89,493 shares; 2025Q2: 92,092 shares; 2025Q3: 215,527 shares; 2025Q4: 201,070 shares; 2026Q1: 229,789 shares; 2026Q2: 264,577 shares 264,577 $28.4M 0.04% +34,788 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,585 shares; 2024Q4: 73,770 shares; 2025Q1: 76,502 shares; 2025Q2: 105,663 shares; 2025Q3: 115,823 shares; 2025Q4: 117,666 shares; 2026Q1: 123,024 shares; 2026Q2: 126,470 shares 126,470 $28.4M 0.04% +3,446 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: 97,481 shares; 2024Q4: 107,828 shares; 2025Q1: 102,174 shares; 2025Q2: 138,266 shares; 2025Q3: 111,932 shares; 2025Q4: 103,559 shares; 2026Q1: 162,433 shares; 2026Q2: 180,212 shares 180,212 $28.3M 0.03% +17,779 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: 930,122 shares; 2024Q4: 740,180 shares; 2025Q1: 845,349 shares; 2025Q2: 781,228 shares; 2025Q3: 761,985 shares; 2025Q4: 809,052 shares; 2026Q1: 935,224 shares; 2026Q2: 1,165,477 shares 1,165,477 $28.1M 0.03% +230,253 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: 16,813 shares; 2025Q1: 16,815 shares; 2025Q2: 17,225 shares; 2025Q3: 20,623 shares; 2025Q4: 20,451 shares; 2026Q1: 27,144 shares; 2026Q2: 28,708 shares 28,708 $27.6M 0.03% +1,564 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,295 shares; 2024Q4: 274,234 shares; 2025Q1: 284,079 shares; 2025Q2: 275,642 shares; 2025Q3: 279,785 shares; 2025Q4: 274,317 shares; 2026Q1: 283,191 shares; 2026Q2: 265,352 shares 265,352 $27.6M 0.03% -17,839 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,077 shares; 2024Q4: 271,437 shares; 2025Q1: 348,294 shares; 2025Q2: 91,744 shares; 2025Q3: 86,136 shares; 2025Q4: 75,207 shares; 2026Q1: 79,237 shares; 2026Q2: 249,449 shares 249,449 $27.5M 0.03% +170,212 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: 37,245 shares; 2024Q4: 38,607 shares; 2025Q1: 47,137 shares; 2025Q2: not reported; 2025Q3: 44,784 shares; 2025Q4: 54,643 shares; 2026Q1: 56,484 shares; 2026Q2: 92,187 shares 92,187 $27.5M 0.03% +35,703 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 949,449 shares 949,449 $27.1M 0.03% new Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,419 shares; 2025Q3: 323,614 shares; 2025Q4: 334,097 shares; 2026Q1: 346,266 shares; 2026Q2: 314,509 shares 314,509 $26.9M 0.03% -31,757 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: 379,409 shares; 2024Q4: 270,580 shares; 2025Q1: 321,269 shares; 2025Q2: 307,546 shares; 2025Q3: 230,813 shares; 2025Q4: 250,416 shares; 2026Q1: 228,104 shares; 2026Q2: 513,282 shares 513,282 $26.9M 0.03% +285,178 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: 152,446 shares; 2024Q4: 174,017 shares; 2025Q1: 173,130 shares; 2025Q2: 172,846 shares; 2025Q3: 560,874 shares; 2025Q4: 529,120 shares; 2026Q1: 465,787 shares; 2026Q2: 324,053 shares 324,053 $26.8M 0.03% -141,734 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,499 shares; 2024Q4: 53,604 shares; 2025Q1: 120,925 shares; 2025Q2: 231,504 shares; 2025Q3: 285,953 shares; 2025Q4: 292,628 shares; 2026Q1: 302,333 shares; 2026Q2: 309,684 shares 309,684 $26.8M 0.03% +7,351 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: not reported; 2024Q4: 24,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,126 shares; 2025Q4: 7,287 shares; 2026Q1: 380,318 shares; 2026Q2: 676,365 shares 676,365 $26.7M 0.03% +296,047 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: 68,914 shares; 2024Q4: 272,176 shares; 2025Q1: 284,247 shares; 2025Q2: 383,482 shares; 2025Q3: 405,046 shares; 2025Q4: 405,308 shares; 2026Q1: 416,776 shares; 2026Q2: 274,051 shares 274,051 $26.4M 0.03% -142,725 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: 42,276 shares; 2024Q4: 41,223 shares; 2025Q1: 41,053 shares; 2025Q2: 40,623 shares; 2025Q3: 40,316 shares; 2025Q4: 41,093 shares; 2026Q1: 39,964 shares; 2026Q2: 39,525 shares 39,525 $26.4M 0.03% -439 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: 369,902 shares; 2024Q4: 225,023 shares; 2025Q1: 224,303 shares; 2025Q2: 211,732 shares; 2025Q3: 228,773 shares; 2025Q4: 240,975 shares; 2026Q1: 267,163 shares; 2026Q2: 273,666 shares 273,666 $26.3M 0.03% +6,503 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 409,989 shares; 2025Q1: 307,772 shares; 2025Q2: not reported; 2025Q3: 252,457 shares; 2025Q4: 258,224 shares; 2026Q1: 237,866 shares; 2026Q2: 223,691 shares 223,691 $26.2M 0.03% -14,175 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: 114,354 shares; 2024Q4: 88,491 shares; 2025Q1: 59,314 shares; 2025Q2: 57,035 shares; 2025Q3: 85,587 shares; 2025Q4: 110,827 shares; 2026Q1: 128,746 shares; 2026Q2: 154,232 shares 154,232 $26.1M 0.03% +25,486 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: 15,829 shares; 2024Q4: 52,613 shares; 2025Q1: 108,440 shares; 2025Q2: 89,063 shares; 2025Q3: 75,298 shares; 2025Q4: 76,408 shares; 2026Q1: 64,023 shares; 2026Q2: 70,912 shares 70,912 $25.9M 0.03% +6,889 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: 38,403 shares; 2024Q4: 24,536 shares; 2025Q1: 25,808 shares; 2025Q2: 30,236 shares; 2025Q3: 34,206 shares; 2025Q4: 38,903 shares; 2026Q1: 36,715 shares; 2026Q2: 51,463 shares 51,463 $25.8M 0.03% +14,748 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,356 shares; 2024Q4: 25,568 shares; 2025Q1: 21,896 shares; 2025Q2: 24,948 shares; 2025Q3: 295,412 shares; 2025Q4: 235,021 shares; 2026Q1: 248,739 shares; 2026Q2: 310,117 shares 310,117 $25.8M 0.03% +61,378 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: 194,586 shares; 2024Q4: 323,019 shares; 2025Q1: 358,254 shares; 2025Q2: 494,961 shares; 2025Q3: 426,302 shares; 2025Q4: 458,159 shares; 2026Q1: 445,049 shares; 2026Q2: 275,358 shares 275,358 $25.4M 0.03% -169,691 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: 148,170 shares; 2024Q4: 145,759 shares; 2025Q1: 142,007 shares; 2025Q2: 134,906 shares; 2025Q3: 136,371 shares; 2025Q4: 156,158 shares; 2026Q1: 160,764 shares; 2026Q2: 161,839 shares 161,839 $25.4M 0.03% +1,075 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,385 shares; 2025Q1: 123,159 shares; 2025Q2: 104,637 shares; 2025Q3: 221,968 shares; 2025Q4: 251,733 shares; 2026Q1: 260,717 shares; 2026Q2: 279,851 shares 279,851 $25.3M 0.03% +19,134 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,512,580 shares; 2026Q1: 2,564,625 shares; 2026Q2: 3,068,982 shares 3,068,982 $25.3M 0.03% +504,357 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: 194,522 shares; 2024Q4: 200,013 shares; 2025Q1: 200,561 shares; 2025Q2: 189,036 shares; 2025Q3: 244,012 shares; 2025Q4: 243,266 shares; 2026Q1: 374,180 shares; 2026Q2: 348,310 shares 348,310 $25.1M 0.03% -25,870 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: 32,146 shares; 2024Q4: 47,863 shares; 2025Q1: 51,504 shares; 2025Q2: 72,354 shares; 2025Q3: 75,356 shares; 2025Q4: 72,150 shares; 2026Q1: 73,599 shares; 2026Q2: 92,916 shares 92,916 $25.1M 0.03% +19,317 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,167 shares; 2024Q4: 95,194 shares; 2025Q1: 100,415 shares; 2025Q2: 107,488 shares; 2025Q3: 116,005 shares; 2025Q4: 147,535 shares; 2026Q1: 196,396 shares; 2026Q2: 219,800 shares 219,800 $24.9M 0.03% +23,404 Timeline MDYV 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: 203,012 shares; 2024Q4: 216,903 shares; 2025Q1: 333,870 shares; 2025Q2: 205,712 shares; 2025Q3: 205,824 shares; 2025Q4: 203,268 shares; 2026Q1: 206,667 shares; 2026Q2: 259,036 shares 259,036 $24.6M 0.03% +52,369 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: 70,159 shares; 2024Q4: 79,195 shares; 2025Q1: 127,130 shares; 2025Q2: 102,865 shares; 2025Q3: 108,332 shares; 2025Q4: 113,035 shares; 2026Q1: 125,487 shares; 2026Q2: 131,849 shares 131,849 $24.4M 0.03% +6,362 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: 171,311 shares; 2024Q4: 130,229 shares; 2025Q1: 131,558 shares; 2025Q2: 129,023 shares; 2025Q3: 119,545 shares; 2025Q4: 319,972 shares; 2026Q1: 346,140 shares; 2026Q2: 373,315 shares 373,315 $24M 0.03% +27,175 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: not reported; 2024Q4: 39,224 shares; 2025Q1: 60,393 shares; 2025Q2: 100,899 shares; 2025Q3: 90,853 shares; 2025Q4: 122,142 shares; 2026Q1: 133,977 shares; 2026Q2: 155,864 shares 155,864 $23.9M 0.03% +21,887 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: 281,111 shares; 2024Q4: 311,976 shares; 2025Q1: 471,319 shares; 2025Q2: 367,620 shares; 2025Q3: 330,830 shares; 2025Q4: 305,660 shares; 2026Q1: 444,142 shares; 2026Q2: 530,689 shares 530,689 $23.9M 0.03% +86,547 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: 256,238 shares; 2024Q4: 235,600 shares; 2025Q1: 241,752 shares; 2025Q2: 241,471 shares; 2025Q3: 243,108 shares; 2025Q4: 249,674 shares; 2026Q1: 235,866 shares; 2026Q2: 249,562 shares 249,562 $23.9M 0.03% +13,696 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: 229,715 shares; 2024Q4: 211,770 shares; 2025Q1: 202,056 shares; 2025Q2: 191,538 shares; 2025Q3: 194,244 shares; 2025Q4: 206,206 shares; 2026Q1: 222,857 shares; 2026Q2: 231,872 shares 231,872 $23.7M 0.03% +9,015 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,665 shares; 2024Q4: 142,194 shares; 2025Q1: 172,966 shares; 2025Q2: 171,635 shares; 2025Q3: 188,890 shares; 2025Q4: 193,323 shares; 2026Q1: 142,412 shares; 2026Q2: 104,674 shares 104,674 $23.4M 0.03% -37,738 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: 32,934 shares; 2024Q4: 28,688 shares; 2025Q1: 29,219 shares; 2025Q2: 23,502 shares; 2025Q3: 24,728 shares; 2025Q4: 24,932 shares; 2026Q1: 22,019 shares; 2026Q2: 20,506 shares 20,506 $23.2M 0.03% -1,513 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: 128,734 shares; 2024Q4: 142,591 shares; 2025Q1: 144,103 shares; 2025Q2: 154,260 shares; 2025Q3: 151,782 shares; 2025Q4: 153,018 shares; 2026Q1: 122,065 shares; 2026Q2: 103,634 shares 103,634 $22.9M 0.03% -18,431 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: 103,563 shares; 2024Q4: 96,536 shares; 2025Q1: 91,023 shares; 2025Q2: 90,620 shares; 2025Q3: 105,671 shares; 2025Q4: 110,533 shares; 2026Q1: 130,628 shares; 2026Q2: 150,025 shares 150,025 $22.8M 0.03% +19,397 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: 75,531 shares; 2024Q4: 68,521 shares; 2025Q1: 56,749 shares; 2025Q2: 67,059 shares; 2025Q3: 89,891 shares; 2025Q4: 110,682 shares; 2026Q1: 136,425 shares; 2026Q2: 119,360 shares 119,360 $22.7M 0.03% -17,065 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,977 shares; 2026Q1: 20,394 shares; 2026Q2: 26,138 shares 26,138 $22.4M 0.03% +5,744 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,856 shares; 2025Q4: 37,232 shares; 2026Q1: 302,987 shares; 2026Q2: 369,409 shares 369,409 $22.3M 0.03% +66,422 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,973 shares; 2024Q4: 17,602 shares; 2025Q1: 16,289 shares; 2025Q2: 15,584 shares; 2025Q3: 24,356 shares; 2025Q4: 25,723 shares; 2026Q1: 49,877 shares; 2026Q2: 78,790 shares 78,790 $22.1M 0.03% +28,913 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,720 shares; 2024Q4: 99,357 shares; 2025Q1: 83,428 shares; 2025Q2: 65,617 shares; 2025Q3: 889,839 shares; 2025Q4: 898,123 shares; 2026Q1: 366,642 shares; 2026Q2: 355,947 shares 355,947 $22.1M 0.03% -10,695 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,186 shares; 2024Q4: 69,152 shares; 2025Q1: 74,014 shares; 2025Q2: 84,605 shares; 2025Q3: 92,822 shares; 2025Q4: 97,627 shares; 2026Q1: 101,846 shares; 2026Q2: 104,301 shares 104,301 $22.1M 0.03% +2,455 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,540 shares; 2024Q4: 994,275 shares; 2025Q1: 1,786,567 shares; 2025Q2: 1,739,184 shares; 2025Q3: 778,051 shares; 2025Q4: 320,138 shares; 2026Q1: 345,770 shares; 2026Q2: 437,940 shares 437,940 $22.1M 0.03% +92,170 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,551 shares; 2025Q4: 145,942 shares; 2026Q1: 157,336 shares; 2026Q2: 177,783 shares 177,783 $21.8M 0.03% +20,447 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: 21,740 shares; 2024Q4: 12,175 shares; 2025Q1: 11,014 shares; 2025Q2: 15,814 shares; 2025Q3: 39,112 shares; 2025Q4: 49,865 shares; 2026Q1: 63,791 shares; 2026Q2: 74,872 shares 74,872 $21.7M 0.03% +11,081 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: 30,256 shares; 2024Q4: 34,492 shares; 2025Q1: 43,327 shares; 2025Q2: 60,112 shares; 2025Q3: 110,102 shares; 2025Q4: 205,046 shares; 2026Q1: 266,744 shares; 2026Q2: 290,937 shares 290,937 $21.7M 0.03% +24,193 Timeline DFSU 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: 7,072 shares; 2024Q4: 7,072 shares; 2025Q1: 33,891 shares; 2025Q2: 62,364 shares; 2025Q3: 240,084 shares; 2025Q4: 289,761 shares; 2026Q1: 383,194 shares; 2026Q2: 460,197 shares 460,197 $21.5M 0.03% +77,003 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: 70,062 shares; 2024Q4: 18,361 shares; 2025Q1: 23,790 shares; 2025Q2: 28,660 shares; 2025Q3: 23,426 shares; 2025Q4: 25,273 shares; 2026Q1: 28,460 shares; 2026Q2: 32,435 shares 32,435 $21.3M 0.03% +3,975 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: 132,323 shares; 2024Q4: 132,817 shares; 2025Q1: 124,295 shares; 2025Q2: 123,449 shares; 2025Q3: 128,565 shares; 2025Q4: 173,070 shares; 2026Q1: 186,192 shares; 2026Q2: 231,520 shares 231,520 $21.2M 0.03% +45,328 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: 57,110 shares; 2024Q4: 41,946 shares; 2025Q1: 40,276 shares; 2025Q2: 41,041 shares; 2025Q3: 52,178 shares; 2025Q4: 51,865 shares; 2026Q1: 53,514 shares; 2026Q2: 67,341 shares 67,341 $21.2M 0.03% +13,827 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: 1,934,131 shares; 2024Q4: 506,633 shares; 2025Q1: 1,008,471 shares; 2025Q2: 638,534 shares; 2025Q3: 858,447 shares; 2025Q4: 804,412 shares; 2026Q1: 457,874 shares; 2026Q2: 363,591 shares 363,591 $21.2M 0.03% -94,283 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85,199 shares; 2025Q1: 83,427 shares; 2025Q2: 59,379 shares; 2025Q3: 85,728 shares; 2025Q4: 116,029 shares; 2026Q1: 125,170 shares; 2026Q2: 161,399 shares 161,399 $21.1M 0.03% +36,229 Timeline DFIS 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: 209,823 shares; 2024Q4: 136,135 shares; 2025Q1: 131,030 shares; 2025Q2: 124,050 shares; 2025Q3: 101,410 shares; 2025Q4: 99,966 shares; 2026Q1: 356,156 shares; 2026Q2: 601,708 shares 601,708 $21.1M 0.03% +245,552 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: 157,314 shares; 2024Q4: 144,930 shares; 2025Q1: 144,866 shares; 2025Q2: 142,108 shares; 2025Q3: 135,338 shares; 2025Q4: 136,626 shares; 2026Q1: 137,994 shares; 2026Q2: 134,104 shares 134,104 $21M 0.03% -3,890 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: 2,694 shares; 2024Q4: 9,984 shares; 2025Q1: 9,302 shares; 2025Q2: 9,913 shares; 2025Q3: 10,596 shares; 2025Q4: 12,132 shares; 2026Q1: 15,057 shares; 2026Q2: 20,133 shares 20,133 $21M 0.03% +5,076 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: 245,506 shares; 2024Q4: 235,052 shares; 2025Q1: 258,207 shares; 2025Q2: 265,620 shares; 2025Q3: 440,028 shares; 2025Q4: 544,117 shares; 2026Q1: 345,824 shares; 2026Q2: 371,380 shares 371,380 $21M 0.03% +25,556 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: 185,766 shares; 2024Q4: 174,164 shares; 2025Q1: 173,736 shares; 2025Q2: 175,376 shares; 2025Q3: 158,068 shares; 2025Q4: 179,477 shares; 2026Q1: 150,983 shares; 2026Q2: 133,522 shares 133,522 $20.9M 0.03% -17,461 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: 180,077 shares; 2024Q4: 126,266 shares; 2025Q1: 102,211 shares; 2025Q2: 70,922 shares; 2025Q3: 75,449 shares; 2025Q4: 81,864 shares; 2026Q1: 79,584 shares; 2026Q2: 81,254 shares 81,254 $20.8M 0.03% +1,670 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: 151,607 shares; 2024Q4: 131,039 shares; 2025Q1: 90,918 shares; 2025Q2: 80,742 shares; 2025Q3: 434,494 shares; 2025Q4: 777,389 shares; 2026Q1: 1,087,404 shares; 2026Q2: 1,233,572 shares 1,233,572 $20.7M 0.03% +146,168 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,288 shares; 2024Q4: 25,748 shares; 2025Q1: 28,935 shares; 2025Q2: 36,756 shares; 2025Q3: 43,317 shares; 2025Q4: 60,531 shares; 2026Q1: 100,054 shares; 2026Q2: 125,226 shares 125,226 $20.6M 0.03% +25,172 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: 191,806 shares; 2024Q4: 193,565 shares; 2025Q1: 182,687 shares; 2025Q2: 184,035 shares; 2025Q3: 241,277 shares; 2025Q4: 311,967 shares; 2026Q1: 310,292 shares; 2026Q2: 340,122 shares 340,122 $20.5M 0.03% +29,830 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,153 shares; 2024Q4: 83,534 shares; 2025Q1: 85,553 shares; 2025Q2: 69,130 shares; 2025Q3: 67,737 shares; 2025Q4: 65,736 shares; 2026Q1: 65,087 shares; 2026Q2: 60,641 shares 60,641 $20.5M 0.03% -4,446 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 278,341 shares; 2025Q4: 277,996 shares; 2026Q1: 215,133 shares; 2026Q2: 216,862 shares 216,862 $20.5M 0.03% +1,729 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: 1,023,083 shares; 2024Q4: 1,087,512 shares; 2025Q1: 1,008,813 shares; 2025Q2: 985,860 shares; 2025Q3: 828,833 shares; 2025Q4: 939,297 shares; 2026Q1: 760,743 shares; 2026Q2: 880,216 shares 880,216 $20.4M 0.03% +119,473 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: 66,052 shares; 2024Q4: 28,951 shares; 2025Q1: 24,453 shares; 2025Q2: 25,208 shares; 2025Q3: 27,957 shares; 2025Q4: 29,913 shares; 2026Q1: 39,311 shares; 2026Q2: 26,943 shares 26,943 $20.4M 0.03% -12,368 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: 46,681 shares; 2024Q4: 51,195 shares; 2025Q1: 47,801 shares; 2025Q2: 43,049 shares; 2025Q3: 44,685 shares; 2025Q4: 46,792 shares; 2026Q1: 47,935 shares; 2026Q2: 54,896 shares 54,896 $20.3M 0.03% +6,961 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: 22,461 shares; 2024Q4: 25,330 shares; 2025Q1: 26,849 shares; 2025Q2: 37,421 shares; 2025Q3: 45,377 shares; 2025Q4: 57,271 shares; 2026Q1: 71,907 shares; 2026Q2: 95,459 shares 95,459 $20.3M 0.03% +23,552 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,239 shares; 2024Q4: 85,126 shares; 2025Q1: 71,959 shares; 2025Q2: 70,020 shares; 2025Q3: 548,402 shares; 2025Q4: 513,623 shares; 2026Q1: 297,219 shares; 2026Q2: 270,128 shares 270,128 $20.2M 0.03% -27,091 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953,610 shares; 2024Q4: 676,024 shares; 2025Q1: 538,050 shares; 2025Q2: 587,719 shares; 2025Q3: 642,283 shares; 2025Q4: 653,833 shares; 2026Q1: 762,996 shares; 2026Q2: 837,768 shares 837,768 $19.9M 0.02% +74,772 Timeline SCHP 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: 274,882 shares; 2024Q4: 336,713 shares; 2025Q1: 340,007 shares; 2025Q2: 318,096 shares; 2025Q3: 2,198,822 shares; 2025Q4: 1,860,710 shares; 2026Q1: 1,562,352 shares; 2026Q2: 743,051 shares 743,051 $19.7M 0.02% -819,301 Timeline BILS 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: 17,178 shares; 2024Q4: 5,556 shares; 2025Q1: 3,784 shares; 2025Q2: 44,824 shares; 2025Q3: 46,393 shares; 2025Q4: 41,332 shares; 2026Q1: 117,974 shares; 2026Q2: 197,623 shares 197,623 $19.6M 0.02% +79,649 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,121 shares; 2024Q4: 134,522 shares; 2025Q1: 159,031 shares; 2025Q2: 153,040 shares; 2025Q3: 139,760 shares; 2025Q4: 140,175 shares; 2026Q1: 138,126 shares; 2026Q2: 138,195 shares 138,195 $19.6M 0.02% +69 Timeline PSI 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: 109,029 shares; 2024Q4: 106,475 shares; 2025Q1: 109,365 shares; 2025Q2: 112,225 shares; 2025Q3: 101,966 shares; 2025Q4: 103,451 shares; 2026Q1: 101,373 shares; 2026Q2: 104,303 shares 104,303 $19.6M 0.02% +2,930 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: 18,202 shares; 2024Q4: 25,465 shares; 2025Q1: 32,778 shares; 2025Q2: 67,329 shares; 2025Q3: 65,720 shares; 2025Q4: 83,394 shares; 2026Q1: 64,353 shares; 2026Q2: 56,615 shares 56,615 $19.5M 0.02% -7,738 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 191,691 shares; 2025Q1: 329,388 shares; 2025Q2: 196,691 shares; 2025Q3: 207,916 shares; 2025Q4: 199,725 shares; 2026Q1: 213,829 shares; 2026Q2: 217,018 shares 217,018 $19.5M 0.02% +3,189 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402,999 shares; 2026Q2: 802,732 shares 802,732 $19.3M 0.02% +399,733 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,268 shares; 2024Q4: 3,694 shares; 2025Q1: 3,883 shares; 2025Q2: 4,063 shares; 2025Q3: 143,613 shares; 2025Q4: 123,784 shares; 2026Q1: 114,990 shares; 2026Q2: 105,020 shares 105,020 $19.3M 0.02% -9,970 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: 229,304 shares; 2024Q4: 234,921 shares; 2025Q1: 272,649 shares; 2025Q2: 224,004 shares; 2025Q3: 95,457 shares; 2025Q4: 356,558 shares; 2026Q1: 86,259 shares; 2026Q2: 418,361 shares 418,361 $19.3M 0.02% +332,102 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,376 shares; 2024Q4: 174,870 shares; 2025Q1: 41,140 shares; 2025Q2: 33,349 shares; 2025Q3: 129,541 shares; 2025Q4: 117,080 shares; 2026Q1: 180,833 shares; 2026Q2: 223,136 shares 223,136 $19.3M 0.02% +42,303 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,690 shares; 2024Q4: 347,164 shares; 2025Q1: 347,849 shares; 2025Q2: 361,306 shares; 2025Q3: 333,829 shares; 2025Q4: 366,434 shares; 2026Q1: 361,947 shares; 2026Q2: 404,345 shares 404,345 $19.2M 0.02% +42,398 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,251 shares; 2024Q4: 193,495 shares; 2025Q1: 220,393 shares; 2025Q2: 367,607 shares; 2025Q3: 367,967 shares; 2025Q4: 373,524 shares; 2026Q1: 360,425 shares; 2026Q2: 187,913 shares 187,913 $19.2M 0.02% -172,512 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: 242,011 shares; 2024Q4: 240,005 shares; 2025Q1: 230,562 shares; 2025Q2: 226,232 shares; 2025Q3: 172,293 shares; 2025Q4: 164,523 shares; 2026Q1: 142,269 shares; 2026Q2: 154,012 shares 154,012 $19.2M 0.02% +11,743 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: 174,883 shares; 2024Q4: 183,743 shares; 2025Q1: 208,724 shares; 2025Q2: 216,280 shares; 2025Q3: 197,926 shares; 2025Q4: 203,756 shares; 2026Q1: 206,234 shares; 2026Q2: 200,940 shares 200,940 $19.1M 0.02% -5,294 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,347 shares; 2024Q4: 111,176 shares; 2025Q1: 117,612 shares; 2025Q2: 125,633 shares; 2025Q3: 136,830 shares; 2025Q4: 129,630 shares; 2026Q1: 85,607 shares; 2026Q2: 70,316 shares 70,316 $19M 0.02% -15,291 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: not reported; 2024Q4: 12,084 shares; 2025Q1: 18,543 shares; 2025Q2: 19,335 shares; 2025Q3: 24,899 shares; 2025Q4: 27,969 shares; 2026Q1: 25,418 shares; 2026Q2: 26,272 shares 26,272 $18.9M 0.02% +854 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,965 shares; 2024Q4: 260,620 shares; 2025Q1: 261,612 shares; 2025Q2: 164,116 shares; 2025Q3: 196,284 shares; 2025Q4: 200,176 shares; 2026Q1: 176,106 shares; 2026Q2: 157,213 shares 157,213 $18.9M 0.02% -18,893 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,834 shares; 2024Q4: 386,666 shares; 2025Q1: 377,314 shares; 2025Q2: 406,136 shares; 2025Q3: 445,025 shares; 2025Q4: 445,372 shares; 2026Q1: 442,323 shares; 2026Q2: 339,677 shares 339,677 $18.9M 0.02% -102,646 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: 88,282 shares; 2024Q4: 82,808 shares; 2025Q1: 88,670 shares; 2025Q2: 93,078 shares; 2025Q3: 133,087 shares; 2025Q4: 154,151 shares; 2026Q1: 174,744 shares; 2026Q2: 153,318 shares 153,318 $18.8M 0.02% -21,426 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,287 shares; 2024Q4: 19,808 shares; 2025Q1: 17,359 shares; 2025Q2: 16,328 shares; 2025Q3: 189,392 shares; 2025Q4: 155,903 shares; 2026Q1: 150,228 shares; 2026Q2: 142,504 shares 142,504 $18.8M 0.02% -7,724 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,292 shares; 2024Q4: 194,592 shares; 2025Q1: 291,392 shares; 2025Q2: 626,748 shares; 2025Q3: 674,894 shares; 2025Q4: 623,588 shares; 2026Q1: 737,292 shares; 2026Q2: 702,443 shares 702,443 $18.6M 0.02% -34,849 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: 38,687 shares; 2024Q4: 37,621 shares; 2025Q1: 36,107 shares; 2025Q2: 39,691 shares; 2025Q3: 71,719 shares; 2025Q4: 85,659 shares; 2026Q1: 122,300 shares; 2026Q2: 255,957 shares 255,957 $18.5M 0.02% +133,657 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: 66,430 shares; 2024Q4: 16,797 shares; 2025Q1: 18,199 shares; 2025Q2: 27,117 shares; 2025Q3: 30,703 shares; 2025Q4: 30,340 shares; 2026Q1: 38,663 shares; 2026Q2: 35,343 shares 35,343 $18.5M 0.02% -3,320 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,877 shares; 2024Q4: 21,226 shares; 2025Q1: 25,739 shares; 2025Q2: 155,490 shares; 2025Q3: 197,870 shares; 2025Q4: 205,364 shares; 2026Q1: 166,899 shares; 2026Q2: 172,120 shares 172,120 $18.4M 0.02% +5,221 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: 31,931 shares; 2024Q4: 103,583 shares; 2025Q1: 103,987 shares; 2025Q2: not reported; 2025Q3: 222,293 shares; 2025Q4: 214,446 shares; 2026Q1: 204,992 shares; 2026Q2: 182,980 shares 182,980 $18.3M 0.02% -22,012 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910,540 shares; 2026Q2: 3,810,540 shares 3,810,540 $18.3M 0.02% +1,900,000 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,525 shares; 2024Q4: 17,962 shares; 2025Q1: 23,312 shares; 2025Q2: 120,745 shares; 2025Q3: 168,602 shares; 2025Q4: 234,864 shares; 2026Q1: 202,017 shares; 2026Q2: 211,846 shares 211,846 $18.3M 0.02% +9,829 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: 11,456 shares; 2024Q4: 8,548 shares; 2025Q1: 8,132 shares; 2025Q2: 10,253 shares; 2025Q3: 24,248 shares; 2025Q4: 28,612 shares; 2026Q1: 34,261 shares; 2026Q2: 37,220 shares 37,220 $18.3M 0.02% +2,959 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,957 shares; 2025Q3: 126,052 shares; 2025Q4: 153,236 shares; 2026Q1: 184,748 shares; 2026Q2: 205,927 shares 205,927 $18.2M 0.02% +21,179 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 11,634 shares; 2025Q1: 11,223 shares; 2025Q2: 22,636 shares; 2025Q3: 108,750 shares; 2025Q4: 119,710 shares; 2026Q1: 87,297 shares; 2026Q2: 221,149 shares 221,149 $18.2M 0.02% +133,852 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: 89,697 shares; 2024Q4: 97,542 shares; 2025Q1: 101,195 shares; 2025Q2: 119,241 shares; 2025Q3: 104,207 shares; 2025Q4: 106,315 shares; 2026Q1: 90,240 shares; 2026Q2: 91,973 shares 91,973 $18.2M 0.02% +1,733 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: 30,829 shares; 2024Q4: 52,172 shares; 2025Q1: 52,076 shares; 2025Q2: 56,198 shares; 2025Q3: 271,856 shares; 2025Q4: 585,160 shares; 2026Q1: 440,971 shares; 2026Q2: 400,695 shares 400,695 $18.2M 0.02% -40,276 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: 24,693 shares; 2024Q4: 11,575 shares; 2025Q1: 18,188 shares; 2025Q2: not reported; 2025Q3: 35,648 shares; 2025Q4: 36,173 shares; 2026Q1: 53,491 shares; 2026Q2: 71,165 shares 71,165 $18.1M 0.02% +17,674 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: 78,501 shares; 2024Q4: 70,183 shares; 2025Q1: 79,467 shares; 2025Q2: 54,099 shares; 2025Q3: 54,105 shares; 2025Q4: 57,272 shares; 2026Q1: 54,830 shares; 2026Q2: 69,422 shares 69,422 $18.1M 0.02% +14,592 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: 219,486 shares; 2024Q4: 22,607 shares; 2025Q1: 23,530 shares; 2025Q2: 24,134 shares; 2025Q3: 24,958 shares; 2025Q4: 25,543 shares; 2026Q1: 43,360 shares; 2026Q2: 44,194 shares 44,194 $18M 0.02% +834 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: not reported; 2024Q4: 5,321 shares; 2025Q1: 9,806 shares; 2025Q2: 11,980 shares; 2025Q3: 40,938 shares; 2025Q4: 41,787 shares; 2026Q1: 43,425 shares; 2026Q2: 71,469 shares 71,469 $18M 0.02% +28,044 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: 275,031 shares; 2024Q4: 320,595 shares; 2025Q1: 389,615 shares; 2025Q2: 318,763 shares; 2025Q3: 304,507 shares; 2025Q4: 339,604 shares; 2026Q1: 411,000 shares; 2026Q2: 514,159 shares 514,159 $17.9M 0.02% +103,159 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,466 shares; 2024Q4: 89,873 shares; 2025Q1: 98,762 shares; 2025Q2: 117,172 shares; 2025Q3: 192,535 shares; 2025Q4: 158,519 shares; 2026Q1: 299,451 shares; 2026Q2: 430,072 shares 430,072 $17.8M 0.02% +130,621 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 4,988 shares; 2025Q4: 6,127 shares; 2026Q1: 13,340 shares; 2026Q2: 28,798 shares 28,798 $17.8M 0.02% +15,458 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,405 shares; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,855 shares; 2025Q4: 2,251 shares; 2026Q1: 2,209 shares; 2026Q2: 21,141 shares 21,141 $17.7M 0.02% +18,932 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: 479,183 shares; 2024Q4: 456,847 shares; 2025Q1: 431,808 shares; 2025Q2: 424,687 shares; 2025Q3: 414,083 shares; 2025Q4: 409,919 shares; 2026Q1: 297,963 shares; 2026Q2: 327,806 shares 327,806 $17.7M 0.02% +29,843 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: 6,066 shares; 2024Q4: 2,989 shares; 2025Q1: 2,865 shares; 2025Q2: 3,880 shares; 2025Q3: 4,305 shares; 2025Q4: 45,036 shares; 2026Q1: 5,480 shares; 2026Q2: 99,086 shares 99,086 $17.7M 0.02% +93,606 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: 126,757 shares; 2024Q4: 126,145 shares; 2025Q1: 118,787 shares; 2025Q2: 112,023 shares; 2025Q3: 86,374 shares; 2025Q4: 89,490 shares; 2026Q1: 110,432 shares; 2026Q2: 129,156 shares 129,156 $17.7M 0.02% +18,724 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,045 shares; 2026Q2: 235,520 shares 235,520 $17.5M 0.02% +117,475 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: 44,020 shares; 2024Q4: 94,914 shares; 2025Q1: 110,931 shares; 2025Q2: 147,929 shares; 2025Q3: 136,202 shares; 2025Q4: 115,372 shares; 2026Q1: 94,172 shares; 2026Q2: 79,904 shares 79,904 $17.5M 0.02% -14,268 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: 56,778 shares; 2024Q4: 57,003 shares; 2025Q1: 57,767 shares; 2025Q2: 56,276 shares; 2025Q3: 44,219 shares; 2025Q4: 47,873 shares; 2026Q1: 64,470 shares; 2026Q2: 63,151 shares 63,151 $17.4M 0.02% -1,319 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,728 shares; 2024Q4: 58,220 shares; 2025Q1: 58,597 shares; 2025Q2: 59,845 shares; 2025Q3: 65,467 shares; 2025Q4: 67,630 shares; 2026Q1: 67,640 shares; 2026Q2: 71,785 shares 71,785 $17.4M 0.02% +4,145 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: 6,003 shares; 2024Q4: 7,422 shares; 2025Q1: 4,571 shares; 2025Q2: 19,784 shares; 2025Q3: 467,286 shares; 2025Q4: 430,441 shares; 2026Q1: 335,653 shares; 2026Q2: 172,607 shares 172,607 $17.4M 0.02% -163,046 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955,288 shares; 2024Q4: 957,093 shares; 2025Q1: 1,041,802 shares; 2025Q2: 1,164,737 shares; 2025Q3: 1,179,588 shares; 2025Q4: 1,222,217 shares; 2026Q1: 1,290,697 shares; 2026Q2: 1,255,568 shares 1,255,568 $17.3M 0.02% -35,129 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: 10,115 shares; 2024Q4: 12,543 shares; 2025Q1: 8,334 shares; 2025Q2: 8,149 shares; 2025Q3: 13,023 shares; 2025Q4: 16,870 shares; 2026Q1: 27,748 shares; 2026Q2: 52,099 shares 52,099 $17.3M 0.02% +24,351 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: 9,345 shares; 2024Q4: 4,957 shares; 2025Q1: 53,933 shares; 2025Q2: 49,657 shares; 2025Q3: 61,008 shares; 2025Q4: 62,807 shares; 2026Q1: 61,926 shares; 2026Q2: 63,607 shares 63,607 $17.3M 0.02% +1,681 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,345 shares; 2024Q4: 54,619 shares; 2025Q1: 50,707 shares; 2025Q2: 50,087 shares; 2025Q3: 87,948 shares; 2025Q4: 118,861 shares; 2026Q1: 49,041 shares; 2026Q2: 77,191 shares 77,191 $17.2M 0.02% +28,150 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,892 shares; 2025Q1: 223,520 shares; 2025Q2: 118,382 shares; 2025Q3: 88,942 shares; 2025Q4: 113,112 shares; 2026Q1: 135,110 shares; 2026Q2: 137,785 shares 137,785 $17.2M 0.02% +2,675 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: 125,191 shares; 2024Q4: 124,312 shares; 2025Q1: 123,541 shares; 2025Q2: 230,057 shares; 2025Q3: 229,249 shares; 2025Q4: 300,511 shares; 2026Q1: 300,736 shares; 2026Q2: 357,428 shares 357,428 $17.2M 0.02% +56,692 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,512 shares; 2024Q4: 20,283 shares; 2025Q1: 20,119 shares; 2025Q2: 20,564 shares; 2025Q3: 25,461 shares; 2025Q4: 28,194 shares; 2026Q1: 102,245 shares; 2026Q2: 104,998 shares 104,998 $17.2M 0.02% +2,753 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,208 shares; 2025Q2: 6,058 shares; 2025Q3: 276,827 shares; 2025Q4: 536,230 shares; 2026Q1: 100,814 shares; 2026Q2: 105,291 shares 105,291 $17.1M 0.02% +4,477 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: 44,842 shares; 2024Q4: 44,159 shares; 2025Q1: 43,947 shares; 2025Q2: 50,072 shares; 2025Q3: 45,406 shares; 2025Q4: 43,298 shares; 2026Q1: 106,470 shares; 2026Q2: 115,387 shares 115,387 $17M 0.02% +8,917 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: 57,650 shares; 2024Q4: 53,844 shares; 2025Q1: 56,470 shares; 2025Q2: 65,108 shares; 2025Q3: 70,966 shares; 2025Q4: 63,996 shares; 2026Q1: 65,352 shares; 2026Q2: 100,709 shares 100,709 $16.9M 0.02% +35,357 Timeline FHLC 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: 13,758 shares; 2024Q4: 6,440 shares; 2025Q1: 4,916 shares; 2025Q2: 4,799 shares; 2025Q3: 266,868 shares; 2025Q4: 231,340 shares; 2026Q1: 234,323 shares; 2026Q2: 218,427 shares 218,427 $16.9M 0.02% -15,896 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: 387,079 shares; 2024Q4: 329,195 shares; 2025Q1: 347,274 shares; 2025Q2: 347,309 shares; 2025Q3: 377,194 shares; 2025Q4: 471,556 shares; 2026Q1: 423,029 shares; 2026Q2: 410,456 shares 410,456 $16.8M 0.02% -12,573 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,439 shares; 2024Q4: 3,436 shares; 2025Q1: 3,476 shares; 2025Q2: 3,626 shares; 2025Q3: 58,757 shares; 2025Q4: 47,877 shares; 2026Q1: 46,624 shares; 2026Q2: 42,447 shares 42,447 $16.8M 0.02% -4,177 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: 94,939 shares; 2024Q4: 376,751 shares; 2025Q1: 693,485 shares; 2025Q2: 277,236 shares; 2025Q3: 209,206 shares; 2025Q4: 195,381 shares; 2026Q1: 164,514 shares; 2026Q2: 163,730 shares 163,730 $16.7M 0.02% -784 Timeline FNCL 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: 19,751 shares; 2024Q4: 7,486 shares; 2025Q1: 9,166 shares; 2025Q2: 7,739 shares; 2025Q3: 274,140 shares; 2025Q4: 248,468 shares; 2026Q1: 251,557 shares; 2026Q2: 218,004 shares 218,004 $16.7M 0.02% -33,553 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: 51,998 shares; 2024Q4: 60,871 shares; 2025Q1: 57,221 shares; 2025Q2: 64,230 shares; 2025Q3: 74,056 shares; 2025Q4: 89,414 shares; 2026Q1: 79,643 shares; 2026Q2: 103,057 shares 103,057 $16.7M 0.02% +23,414 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: 313,788 shares; 2024Q4: 6,606 shares; 2025Q1: 7,390 shares; 2025Q2: 28,487 shares; 2025Q3: 54,370 shares; 2025Q4: 65,040 shares; 2026Q1: 54,407 shares; 2026Q2: 65,052 shares 65,052 $16.6M 0.02% +10,645 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: 393,653 shares; 2024Q4: 321,832 shares; 2025Q1: 239,381 shares; 2025Q2: 146,577 shares; 2025Q3: 129,844 shares; 2025Q4: 330,064 shares; 2026Q1: 324,991 shares; 2026Q2: 327,971 shares 327,971 $16.6M 0.02% +2,980 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: 269,358 shares; 2024Q4: 260,745 shares; 2025Q1: 272,640 shares; 2025Q2: 236,078 shares; 2025Q3: 218,467 shares; 2025Q4: 264,098 shares; 2026Q1: 215,800 shares; 2026Q2: 218,684 shares 218,684 $16.6M 0.02% +2,884 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742,036 shares; 2025Q4: 732,437 shares; 2026Q1: 321,002 shares; 2026Q2: 310,423 shares 310,423 $16.4M 0.02% -10,579 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: 89,770 shares; 2024Q4: 86,674 shares; 2025Q1: 124,275 shares; 2025Q2: 124,454 shares; 2025Q3: 131,474 shares; 2025Q4: 179,339 shares; 2026Q1: 322,109 shares; 2026Q2: 325,608 shares 325,608 $16.4M 0.02% +3,499 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: 52,505 shares; 2024Q4: 42,221 shares; 2025Q1: 43,667 shares; 2025Q2: 42,701 shares; 2025Q3: 46,801 shares; 2025Q4: 60,116 shares; 2026Q1: 69,009 shares; 2026Q2: 79,882 shares 79,882 $16.4M 0.02% +10,873 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: 212,384 shares; 2024Q4: 186,704 shares; 2025Q1: 165,439 shares; 2025Q2: 169,110 shares; 2025Q3: 207,106 shares; 2025Q4: 212,897 shares; 2026Q1: 206,247 shares; 2026Q2: 219,941 shares 219,941 $16.4M 0.02% +13,694 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,457 shares; 2024Q4: 86,258 shares; 2025Q1: 86,902 shares; 2025Q2: 109,357 shares; 2025Q3: 149,540 shares; 2025Q4: 137,664 shares; 2026Q1: 134,018 shares; 2026Q2: 108,477 shares 108,477 $16.3M 0.02% -25,541 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,193 shares; 2024Q4: 56,269 shares; 2025Q1: 46,894 shares; 2025Q2: 27,304 shares; 2025Q3: 67,646 shares; 2025Q4: 74,430 shares; 2026Q1: 70,219 shares; 2026Q2: 58,437 shares 58,437 $16.3M 0.02% -11,782 Timeline BNDW 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: 57,721 shares; 2024Q4: 136,854 shares; 2025Q1: 824,723 shares; 2025Q2: 331,956 shares; 2025Q3: 324,282 shares; 2025Q4: 317,502 shares; 2026Q1: 245,361 shares; 2026Q2: 237,371 shares 237,371 $16.3M 0.02% -7,990 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 123,594 shares; 2025Q1: 136,484 shares; 2025Q2: 169,951 shares; 2025Q3: 189,732 shares; 2025Q4: 192,866 shares; 2026Q1: 196,070 shares; 2026Q2: 229,800 shares 229,800 $16.2M 0.02% +33,730 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: 97,863 shares; 2024Q4: 111,900 shares; 2025Q1: 113,078 shares; 2025Q2: 123,966 shares; 2025Q3: 132,951 shares; 2025Q4: 153,856 shares; 2026Q1: 176,692 shares; 2026Q2: 220,413 shares 220,413 $16.2M 0.02% +43,721 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: 76,319 shares; 2024Q4: 40,850 shares; 2025Q1: 44,113 shares; 2025Q2: 46,925 shares; 2025Q3: 64,767 shares; 2025Q4: 52,038 shares; 2026Q1: 46,978 shares; 2026Q2: 64,058 shares 64,058 $16.2M 0.02% +17,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 3,165 shares; 2025Q4: 52,876 shares; 2026Q1: 43,797 shares; 2026Q2: 43,985 shares 43,985 $16M 0.02% +188 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: 212,550 shares; 2024Q4: 203,902 shares; 2025Q1: 195,123 shares; 2025Q2: 140,706 shares; 2025Q3: 116,391 shares; 2025Q4: 315,558 shares; 2026Q1: 108,805 shares; 2026Q2: 98,104 shares 98,104 $16M 0.02% -10,701 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: 27,524 shares; 2024Q4: 24,196 shares; 2025Q1: 24,607 shares; 2025Q2: 27,100 shares; 2025Q3: 25,557 shares; 2025Q4: 35,691 shares; 2026Q1: 37,529 shares; 2026Q2: 34,541 shares 34,541 $15.8M 0.02% -2,988 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,106 shares 104,106 $15.7M 0.02% new 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: 44,725 shares; 2024Q4: 42,948 shares; 2025Q1: 41,160 shares; 2025Q2: 41,744 shares; 2025Q3: 31,276 shares; 2025Q4: 35,416 shares; 2026Q1: 37,274 shares; 2026Q2: 206,468 shares 206,468 $15.7M 0.02% +169,194 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,369 shares; 2024Q4: 45,345 shares; 2025Q1: 35,148 shares; 2025Q2: 30,121 shares; 2025Q3: 28,061 shares; 2025Q4: 29,321 shares; 2026Q1: 67,107 shares; 2026Q2: 96,335 shares 96,335 $15.7M 0.02% +29,228 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: 5,674 shares; 2024Q4: 4,530 shares; 2025Q1: 4,943 shares; 2025Q2: 5,484 shares; 2025Q3: 8,813 shares; 2025Q4: 9,879 shares; 2026Q1: 16,896 shares; 2026Q2: 18,847 shares 18,847 $15.6M 0.02% +1,951 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: 112,468 shares; 2024Q4: 115,253 shares; 2025Q1: 85,355 shares; 2025Q2: 95,434 shares; 2025Q3: 125,740 shares; 2025Q4: 141,136 shares; 2026Q1: 145,847 shares; 2026Q2: 151,163 shares 151,163 $15.6M 0.02% +5,316 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: 70,126 shares; 2024Q4: 59,837 shares; 2025Q1: 60,546 shares; 2025Q2: 81,187 shares; 2025Q3: 75,076 shares; 2025Q4: 76,863 shares; 2026Q1: 78,747 shares; 2026Q2: 117,575 shares 117,575 $15.5M 0.02% +38,828 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953,207 shares; 2025Q4: 967,873 shares; 2026Q1: 297,280 shares; 2026Q2: 306,227 shares 306,227 $15.5M 0.02% +8,947 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759,957 shares; 2024Q4: 594,029 shares; 2025Q1: 543,332 shares; 2025Q2: 497,382 shares; 2025Q3: 453,669 shares; 2025Q4: 437,130 shares; 2026Q1: 355,543 shares; 2026Q2: 336,652 shares 336,652 $15.5M 0.02% -18,891 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: 10,703 shares; 2024Q4: 14,422 shares; 2025Q1: 17,326 shares; 2025Q2: 18,498 shares; 2025Q3: 19,562 shares; 2025Q4: 133,172 shares; 2026Q1: 177,608 shares; 2026Q2: 156,061 shares 156,061 $15.5M 0.02% -21,547 Timeline FCOM 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: 10,406 shares; 2024Q4: 4,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,183 shares; 2025Q4: 228,884 shares; 2026Q1: 228,250 shares; 2026Q2: 222,930 shares 222,930 $15.5M 0.02% -5,320 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: 15,551 shares; 2024Q4: 14,008 shares; 2025Q1: 15,061 shares; 2025Q2: 18,523 shares; 2025Q3: 18,784 shares; 2025Q4: 23,822 shares; 2026Q1: 22,762 shares; 2026Q2: 30,705 shares 30,705 $15.3M 0.02% +7,943 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: 225,554 shares; 2024Q4: 208,681 shares; 2025Q1: 199,584 shares; 2025Q2: not reported; 2025Q3: 166,834 shares; 2025Q4: 166,268 shares; 2026Q1: 102,049 shares; 2026Q2: 121,400 shares 121,400 $15.1M 0.02% +19,351 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: 57,779 shares; 2024Q4: 53,978 shares; 2025Q1: 58,889 shares; 2025Q2: 62,790 shares; 2025Q3: 64,011 shares; 2025Q4: 68,853 shares; 2026Q1: 69,223 shares; 2026Q2: 68,290 shares 68,290 $15.1M 0.02% -933 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,945 shares; 2025Q1: 31,157 shares; 2025Q2: 37,297 shares; 2025Q3: 119,332 shares; 2025Q4: 161,280 shares; 2026Q1: 215,144 shares; 2026Q2: 226,498 shares 226,498 $15M 0.02% +11,354 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: 8,741,416 shares; 2024Q4: 30,571 shares; 2025Q1: 23,143 shares; 2025Q2: 19,618 shares; 2025Q3: 19,632 shares; 2025Q4: 20,743 shares; 2026Q1: 30,228 shares; 2026Q2: 23,404 shares 23,404 $15M 0.02% -6,824 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,543 shares; 2024Q4: 13,424 shares; 2025Q1: 13,468 shares; 2025Q2: 12,489 shares; 2025Q3: 14,422 shares; 2025Q4: 12,424 shares; 2026Q1: 45,516 shares; 2026Q2: 103,396 shares 103,396 $14.9M 0.02% +57,880 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: 22,262 shares; 2024Q4: 18,449 shares; 2025Q1: 22,121 shares; 2025Q2: 22,558 shares; 2025Q3: 22,931 shares; 2025Q4: 23,495 shares; 2026Q1: 33,154 shares; 2026Q2: 42,635 shares 42,635 $14.9M 0.02% +9,481 Timeline BSJR 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: 359,556 shares; 2024Q4: 357,059 shares; 2025Q1: 340,877 shares; 2025Q2: 332,394 shares; 2025Q3: 434,426 shares; 2025Q4: 442,880 shares; 2026Q1: 617,617 shares; 2026Q2: 660,311 shares 660,311 $14.8M 0.02% +42,694 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: 112,258 shares; 2024Q4: 85,885 shares; 2025Q1: 101,119 shares; 2025Q2: 105,116 shares; 2025Q3: 114,759 shares; 2025Q4: 208,161 shares; 2026Q1: 136,046 shares; 2026Q2: 124,804 shares 124,804 $14.7M 0.02% -11,242 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,131 shares; 2025Q1: 1,013 shares; 2025Q2: 1,027 shares; 2025Q3: 1,019 shares; 2025Q4: 1,461 shares; 2026Q1: 1,504 shares; 2026Q2: 2,147 shares 2,147 $14.6M 0.02% +643 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,820 shares; 2024Q4: 15,837 shares; 2025Q1: 19,993 shares; 2025Q2: 22,023 shares; 2025Q3: 287,274 shares; 2025Q4: 540,144 shares; 2026Q1: 142,752 shares; 2026Q2: 163,483 shares 163,483 $14.6M 0.02% +20,731 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574,744 shares; 2024Q4: 602,519 shares; 2025Q1: 585,210 shares; 2025Q2: 602,350 shares; 2025Q3: 532,995 shares; 2025Q4: 513,428 shares; 2026Q1: 610,977 shares; 2026Q2: 594,165 shares 594,165 $14.6M 0.02% -16,812 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: 53,552 shares; 2024Q4: 47,256 shares; 2025Q1: 50,822 shares; 2025Q2: 48,441 shares; 2025Q3: 53,970 shares; 2025Q4: 62,852 shares; 2026Q1: 66,952 shares; 2026Q2: 65,041 shares 65,041 $14.5M 0.02% -1,911 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,213 shares; 2024Q4: 24,922 shares; 2025Q1: 25,699 shares; 2025Q2: 25,063 shares; 2025Q3: 36,165 shares; 2025Q4: 35,771 shares; 2026Q1: 38,879 shares; 2026Q2: 38,688 shares 38,688 $14.5M 0.02% -191 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,610 shares; 2024Q4: 6,749 shares; 2025Q1: 6,181 shares; 2025Q2: 6,872 shares; 2025Q3: 78,987 shares; 2025Q4: 67,684 shares; 2026Q1: 68,142 shares; 2026Q2: 63,874 shares 63,874 $14.4M 0.02% -4,268 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: 200,982 shares; 2024Q4: 142,966 shares; 2025Q1: 162,321 shares; 2025Q2: 174,109 shares; 2025Q3: 161,555 shares; 2025Q4: 747,339 shares; 2026Q1: 177,351 shares; 2026Q2: 184,687 shares 184,687 $14.3M 0.02% +7,336 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: 10,256 shares; 2024Q4: 14,419 shares; 2025Q1: 14,183 shares; 2025Q2: 20,466 shares; 2025Q3: 20,445 shares; 2025Q4: 21,410 shares; 2026Q1: 23,387 shares; 2026Q2: 31,397 shares 31,397 $14.2M 0.02% +8,010 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: 127,136 shares; 2024Q4: 70,401 shares; 2025Q1: 124,400 shares; 2025Q2: 133,481 shares; 2025Q3: 129,678 shares; 2025Q4: 132,806 shares; 2026Q1: 129,312 shares; 2026Q2: 174,897 shares 174,897 $14.2M 0.02% +45,585 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: 204,095 shares; 2024Q4: 231,512 shares; 2025Q1: 276,884 shares; 2025Q2: 281,108 shares; 2025Q3: 296,155 shares; 2025Q4: 380,185 shares; 2026Q1: 392,060 shares; 2026Q2: 452,039 shares 452,039 $14.1M 0.02% +59,979 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: 11,676 shares; 2024Q4: 10,524 shares; 2025Q1: 10,507 shares; 2025Q2: 7,680 shares; 2025Q3: 7,438 shares; 2025Q4: 7,534 shares; 2026Q1: 11,467 shares; 2026Q2: 31,444 shares 31,444 $14M 0.02% +19,977 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: 76,396 shares; 2026Q2: 73,904 shares 73,904 $14M 0.02% -2,492 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: 40,687 shares; 2024Q4: 42,546 shares; 2025Q1: 43,068 shares; 2025Q2: 40,098 shares; 2025Q3: 38,911 shares; 2025Q4: 37,729 shares; 2026Q1: 37,938 shares; 2026Q2: 38,090 shares 38,090 $13.9M 0.02% +152 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: 44,651 shares; 2024Q4: 62,397 shares; 2025Q1: 44,907 shares; 2025Q2: not reported; 2025Q3: 34,273 shares; 2025Q4: 46,468 shares; 2026Q1: 25,843 shares; 2026Q2: 27,013 shares 27,013 $13.9M 0.02% +1,170 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713,916 shares; 2024Q4: 648,728 shares; 2025Q1: 554,789 shares; 2025Q2: 585,380 shares; 2025Q3: 575,143 shares; 2025Q4: 579,952 shares; 2026Q1: 565,850 shares; 2026Q2: 553,887 shares 553,887 $13.9M 0.02% -11,963 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,169 shares; 2025Q3: 7,603 shares; 2025Q4: 8,970 shares; 2026Q1: 168,944 shares; 2026Q2: 250,866 shares 250,866 $13.9M 0.02% +81,922 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,443 shares; 2024Q4: 19,299 shares; 2025Q1: 17,715 shares; 2025Q2: 20,354 shares; 2025Q3: 23,156 shares; 2025Q4: 28,230 shares; 2026Q1: 34,206 shares; 2026Q2: 47,459 shares 47,459 $13.8M 0.02% +13,253 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: 49,269 shares; 2024Q4: 48,373 shares; 2025Q1: 49,358 shares; 2025Q2: 39,857 shares; 2025Q3: 65,698 shares; 2025Q4: 65,243 shares; 2026Q1: 96,527 shares; 2026Q2: 82,638 shares 82,638 $13.8M 0.02% -13,889 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904,936 shares; 2025Q4: 893,610 shares; 2026Q1: 191,884 shares; 2026Q2: 185,788 shares 185,788 $13.8M 0.02% -6,096 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: 30,137 shares; 2024Q4: 45,906 shares; 2025Q1: 41,363 shares; 2025Q2: 39,747 shares; 2025Q3: 36,369 shares; 2025Q4: 43,300 shares; 2026Q1: 33,918 shares; 2026Q2: 36,648 shares 36,648 $13.8M 0.02% +2,730 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,998 shares; 2024Q4: 352,110 shares; 2025Q1: 335,111 shares; 2025Q2: 328,423 shares; 2025Q3: 409,781 shares; 2025Q4: 435,713 shares; 2026Q1: 623,416 shares; 2026Q2: 598,587 shares 598,587 $13.7M 0.02% -24,829 Timeline BSJS 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: 360,198 shares; 2024Q4: 354,561 shares; 2025Q1: 350,927 shares; 2025Q2: 341,181 shares; 2025Q3: 440,596 shares; 2025Q4: 461,485 shares; 2026Q1: 572,726 shares; 2026Q2: 629,699 shares 629,699 $13.7M 0.02% +56,973 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: 93,405 shares; 2024Q4: 77,081 shares; 2025Q1: 78,599 shares; 2025Q2: 73,873 shares; 2025Q3: 72,991 shares; 2025Q4: 76,221 shares; 2026Q1: 103,280 shares; 2026Q2: 114,837 shares 114,837 $13.7M 0.02% +11,557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 18,587 shares; 2026Q1: 18,754 shares; 2026Q2: 17,012 shares 17,012 $13.6M 0.02% -1,742 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,477 shares; 2024Q4: 28,258 shares; 2025Q1: 26,846 shares; 2025Q2: 30,836 shares; 2025Q3: 26,775 shares; 2025Q4: 185,791 shares; 2026Q1: 220,252 shares; 2026Q2: 271,560 shares 271,560 $13.6M 0.02% +51,308 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,743 shares; 2024Q4: 36,666 shares; 2025Q1: 33,470 shares; 2025Q2: 35,362 shares; 2025Q3: 34,173 shares; 2025Q4: 32,659 shares; 2026Q1: 34,280 shares; 2026Q2: 32,639 shares 32,639 $13.6M 0.02% -1,641 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: 4,910 shares; 2024Q4: 5,410 shares; 2025Q1: 5,087 shares; 2025Q2: 5,692 shares; 2025Q3: 8,341 shares; 2025Q4: 8,935 shares; 2026Q1: 10,043 shares; 2026Q2: 9,772 shares 9,772 $13.5M 0.02% -271 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: 63,346 shares; 2024Q4: 86,955 shares; 2025Q1: 82,593 shares; 2025Q2: 81,270 shares; 2025Q3: 67,516 shares; 2025Q4: 75,680 shares; 2026Q1: 92,369 shares; 2026Q2: 106,912 shares 106,912 $13.5M 0.02% +14,543 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: 123,380 shares; 2024Q4: 112,681 shares; 2025Q1: 117,316 shares; 2025Q2: 98,854 shares; 2025Q3: 60,513 shares; 2025Q4: 61,773 shares; 2026Q1: 66,795 shares; 2026Q2: 94,728 shares 94,728 $13.5M 0.02% +27,933 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,949 shares; 2025Q4: 19,660 shares; 2026Q1: 111,116 shares; 2026Q2: 173,160 shares 173,160 $13.4M 0.02% +62,044 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: 288,686 shares; 2024Q4: 411,024 shares; 2025Q1: 259,575 shares; 2025Q2: 320,900 shares; 2025Q3: 344,975 shares; 2025Q4: 359,835 shares; 2026Q1: 344,002 shares; 2026Q2: 363,252 shares 363,252 $13.4M 0.02% +19,250 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: 165,595 shares; 2024Q4: 176,931 shares; 2025Q1: 182,308 shares; 2025Q2: 191,025 shares; 2025Q3: 187,767 shares; 2025Q4: 217,362 shares; 2026Q1: 228,456 shares; 2026Q2: 267,277 shares 267,277 $13.3M 0.02% +38,821 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: not reported; 2025Q4: 40,395 shares; 2026Q1: 83,683 shares; 2026Q2: 126,679 shares 126,679 $13.3M 0.02% +42,996 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,022 shares; 2024Q4: 61,656 shares; 2025Q1: 52,061 shares; 2025Q2: 49,920 shares; 2025Q3: 60,830 shares; 2025Q4: 58,209 shares; 2026Q1: 68,810 shares; 2026Q2: 73,746 shares 73,746 $13.2M 0.02% +4,936 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,525 shares; 2025Q1: 26,284 shares; 2025Q2: 26,068 shares; 2025Q3: 31,105 shares; 2025Q4: 43,185 shares; 2026Q1: 39,829 shares; 2026Q2: 44,983 shares 44,983 $13.2M 0.02% +5,154 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,295 shares; 2024Q4: 7,624 shares; 2025Q1: 19,543 shares; 2025Q2: 32,204 shares; 2025Q3: 81,954 shares; 2025Q4: 90,589 shares; 2026Q1: 93,266 shares; 2026Q2: 116,207 shares 116,207 $13.2M 0.02% +22,941 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,529 shares; 2024Q4: 272,680 shares; 2025Q1: 208,023 shares; 2025Q2: 193,569 shares; 2025Q3: 177,187 shares; 2025Q4: 164,091 shares; 2026Q1: 149,751 shares; 2026Q2: 147,559 shares 147,559 $13.2M 0.02% -2,192 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,109 shares; 2024Q4: 15,831 shares; 2025Q1: 19,101 shares; 2025Q2: 30,738 shares; 2025Q3: 44,060 shares; 2025Q4: 57,758 shares; 2026Q1: 117,897 shares; 2026Q2: 116,602 shares 116,602 $13M 0.02% -1,295 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: 58,158 shares 58,158 $13M 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,238 shares; 2024Q4: 58,628 shares; 2025Q1: 56,957 shares; 2025Q2: 56,447 shares; 2025Q3: 52,791 shares; 2025Q4: 61,492 shares; 2026Q1: 87,534 shares; 2026Q2: 119,620 shares 119,620 $12.9M 0.02% +32,086 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: 30,392 shares; 2024Q4: 27,565 shares; 2025Q1: 29,054 shares; 2025Q2: 33,111 shares; 2025Q3: 26,455 shares; 2025Q4: 26,768 shares; 2026Q1: 31,892 shares; 2026Q2: 52,573 shares 52,573 $12.9M 0.02% +20,681 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,598 shares; 2024Q4: 79,882 shares; 2025Q1: 95,067 shares; 2025Q2: 45,304 shares; 2025Q3: 52,745 shares; 2025Q4: 43,725 shares; 2026Q1: 51,897 shares; 2026Q2: 55,673 shares 55,673 $12.8M 0.02% +3,776 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,114 shares; 2024Q4: 24,785 shares; 2025Q1: 32,066 shares; 2025Q2: 41,409 shares; 2025Q3: 70,905 shares; 2025Q4: 57,037 shares; 2026Q1: 79,487 shares; 2026Q2: 86,949 shares 86,949 $12.7M 0.02% +7,462 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: 5,287 shares; 2024Q4: 6,183 shares; 2025Q1: 8,236 shares; 2025Q2: 10,021 shares; 2025Q3: 15,594 shares; 2025Q4: 49,117 shares; 2026Q1: 70,736 shares; 2026Q2: 72,801 shares 72,801 $12.7M 0.02% +2,065 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: 98,703 shares; 2024Q4: 45,950 shares; 2025Q1: 48,176 shares; 2025Q2: 36,278 shares; 2025Q3: 84,337 shares; 2025Q4: 156,521 shares; 2026Q1: 153,472 shares; 2026Q2: 180,598 shares 180,598 $12.7M 0.02% +27,126 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,546 shares; 2024Q4: 135,076 shares; 2025Q1: 119,783 shares; 2025Q2: 108,897 shares; 2025Q3: 139,643 shares; 2025Q4: 108,677 shares; 2026Q1: 128,683 shares; 2026Q2: 138,630 shares 138,630 $12.6M 0.02% +9,947 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,107 shares; 2024Q4: 84,201 shares; 2025Q1: 81,663 shares; 2025Q2: 80,057 shares; 2025Q3: 80,225 shares; 2025Q4: 80,395 shares; 2026Q1: 80,827 shares; 2026Q2: 93,826 shares 93,826 $12.6M 0.02% +12,999 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,660 shares; 2024Q4: 157,937 shares; 2025Q1: 160,581 shares; 2025Q2: 307,980 shares; 2025Q3: 343,964 shares; 2025Q4: 349,752 shares; 2026Q1: 379,215 shares; 2026Q2: 325,413 shares 325,413 $12.6M 0.02% -53,802 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,387 shares; 2024Q4: 7,977 shares; 2025Q1: 7,139 shares; 2025Q2: 16,812 shares; 2025Q3: 30,980 shares; 2025Q4: 43,736 shares; 2026Q1: 80,986 shares; 2026Q2: 172,461 shares 172,461 $12.6M 0.02% +91,475 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: 173,800 shares; 2024Q4: 251,714 shares; 2025Q1: 149,732 shares; 2025Q2: 157,703 shares; 2025Q3: 245,371 shares; 2025Q4: 257,842 shares; 2026Q1: 365,052 shares; 2026Q2: 393,468 shares 393,468 $12.6M 0.02% +28,416 Timeline