IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,255,677 shares; 2024Q4: 2,251,408 shares; 2025Q1: 2,210,758 shares; 2025Q2: 2,371,939 shares; 2025Q3: 2,234,087 shares; 2025Q4: 2,249,174 shares; 2026Q1: 2,299,769 shares; 2026Q2: 2,401,692 shares 2,401,692 $1.8B 5.24% +101,923 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: 2,364,027 shares; 2024Q4: 2,398,082 shares; 2025Q1: 2,262,038 shares; 2025Q2: 2,358,698 shares; 2025Q3: 2,212,875 shares; 2025Q4: 2,217,428 shares; 2026Q1: 2,176,821 shares; 2026Q2: 2,152,900 shares 2,152,900 $1.61B 4.68% -23,921 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: 220,542 shares; 2024Q4: 173,157 shares; 2025Q1: 180,863 shares; 2025Q2: 250,803 shares; 2025Q3: 165,566 shares; 2025Q4: 159,836 shares; 2026Q1: 154,218 shares; 2026Q2: 15,758,373 shares 15,758,373 $1.36B 3.95% +15,604,155 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: 1,452,276 shares; 2024Q4: 1,701,916 shares; 2025Q1: 1,692,368 shares; 2025Q2: 1,678,147 shares; 2025Q3: 1,662,115 shares; 2025Q4: 1,634,496 shares; 2026Q1: 1,665,413 shares; 2026Q2: 1,891,310 shares 1,891,310 $1.3B 3.78% +225,897 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: 85,798 shares; 2024Q4: 62,442 shares; 2025Q1: 63,771 shares; 2025Q2: 43,480 shares; 2025Q3: 44,078 shares; 2025Q4: 44,169 shares; 2026Q1: 47,764 shares; 2026Q2: 5,221,598 shares 5,221,598 $1.14B 3.31% +5,173,834 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: 2,264,502 shares; 2024Q4: 2,735,881 shares; 2025Q1: 2,752,955 shares; 2025Q2: 2,718,817 shares; 2025Q3: 2,712,937 shares; 2025Q4: 2,764,894 shares; 2026Q1: 2,910,646 shares; 2026Q2: 2,933,907 shares 2,933,907 $851M 2.48% +23,261 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: 3,259,566 shares; 2024Q4: 3,247,822 shares; 2025Q1: 3,227,655 shares; 2025Q2: 3,102,194 shares; 2025Q3: 3,162,352 shares; 2025Q4: 3,413,939 shares; 2026Q1: 3,424,938 shares; 2026Q2: 3,507,777 shares 3,507,777 $704M 2.05% +82,839 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: 1,894,041 shares; 2024Q4: 1,663,344 shares; 2025Q1: 2,240,086 shares; 2025Q2: 1,805,808 shares; 2025Q3: 1,761,372 shares; 2025Q4: 1,779,853 shares; 2026Q1: 1,732,145 shares; 2026Q2: 1,699,477 shares 1,699,477 $635M 1.85% -32,668 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: 919,305 shares; 2024Q4: 906,139 shares; 2025Q1: 903,747 shares; 2025Q2: 897,244 shares; 2025Q3: 889,822 shares; 2025Q4: 846,872 shares; 2026Q1: 840,196 shares; 2026Q2: 849,491 shares 849,491 $597M 1.74% +9,295 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: 7,069,507 shares; 2024Q4: 7,002,675 shares; 2025Q1: 6,992,605 shares; 2025Q2: 7,044,601 shares; 2025Q3: 6,969,517 shares; 2025Q4: 7,006,604 shares; 2026Q1: 7,085,087 shares; 2026Q2: 7,069,013 shares 7,069,013 $545M 1.59% -16,074 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: 805,543 shares; 2024Q4: 532,295 shares; 2025Q1: 435,491 shares; 2025Q2: 477,103 shares; 2025Q3: 474,223 shares; 2025Q4: 488,977 shares; 2026Q1: 546,728 shares; 2026Q2: 5,376,316 shares 5,376,316 $519M 1.51% +4,829,588 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: 17,546 shares; 2024Q4: 24,970 shares; 2025Q1: 24,249 shares; 2025Q2: 23,911 shares; 2025Q3: 23,148 shares; 2025Q4: 23,203 shares; 2026Q1: 24,152 shares; 2026Q2: 5,389,360 shares 5,389,360 $514M 1.5% +5,365,208 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: 1,147,674 shares; 2024Q4: 1,168,393 shares; 2025Q1: 1,166,523 shares; 2025Q2: 1,165,020 shares; 2025Q3: 1,164,542 shares; 2025Q4: 1,109,517 shares; 2026Q1: 1,112,041 shares; 2026Q2: 1,132,924 shares 1,132,924 $464M 1.35% +20,883 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: 5,015,960 shares; 2024Q4: 5,118,422 shares; 2025Q1: 4,713,015 shares; 2025Q2: 4,917,471 shares; 2025Q3: 4,591,380 shares; 2025Q4: 4,694,360 shares; 2026Q1: 5,338,767 shares; 2026Q2: 5,486,055 shares 5,486,055 $391M 1.14% +147,288 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: 1,310,607 shares; 2024Q4: 1,316,860 shares; 2025Q1: 1,435,628 shares; 2025Q2: 1,447,924 shares; 2025Q3: 1,474,186 shares; 2025Q4: 1,499,701 shares; 2026Q1: 1,486,103 shares; 2026Q2: 1,549,912 shares 1,549,912 $370M 1.08% +63,809 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: 894,661 shares; 2024Q4: 886,361 shares; 2025Q1: 885,572 shares; 2025Q2: 842,584 shares; 2025Q3: 838,161 shares; 2025Q4: 913,816 shares; 2026Q1: 905,590 shares; 2026Q2: 978,356 shares 978,356 $351M 1.02% +72,766 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: 587,533 shares; 2024Q4: 602,333 shares; 2025Q1: 677,420 shares; 2025Q2: 758,593 shares; 2025Q3: 783,752 shares; 2025Q4: 807,309 shares; 2026Q1: 833,032 shares; 2026Q2: 929,387 shares 929,387 $344M 1% +96,355 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: 1,348,937 shares; 2024Q4: 1,307,898 shares; 2025Q1: 1,304,489 shares; 2025Q2: 1,428,225 shares; 2025Q3: 1,335,770 shares; 2025Q4: 1,356,423 shares; 2026Q1: 1,562,950 shares; 2026Q2: 4,092,944 shares 4,092,944 $339M 0.99% +2,529,994 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: 896,272 shares; 2024Q4: 858,646 shares; 2025Q1: 920,801 shares; 2025Q2: 856,197 shares; 2025Q3: 839,284 shares; 2025Q4: 862,989 shares; 2026Q1: 853,041 shares; 2026Q2: 953,309 shares 953,309 $337M 0.98% +100,268 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: 2,509,399 shares; 2024Q4: 2,416,851 shares; 2025Q1: 2,444,118 shares; 2025Q2: 2,685,764 shares; 2025Q3: 2,291,219 shares; 2025Q4: 2,289,258 shares; 2026Q1: 2,341,216 shares; 2026Q2: 2,241,453 shares 2,241,453 $332M 0.97% -99,763 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: 843,218 shares; 2024Q4: 858,046 shares; 2025Q1: 811,935 shares; 2025Q2: 800,963 shares; 2025Q3: 783,922 shares; 2025Q4: 755,705 shares; 2026Q1: 836,558 shares; 2026Q2: 831,081 shares 831,081 $286M 0.83% -5,477 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: 3,264,001 shares; 2024Q4: 3,254,222 shares; 2025Q1: 3,256,030 shares; 2025Q2: 3,247,349 shares; 2025Q3: 3,252,722 shares; 2025Q4: 3,268,936 shares; 2026Q1: 3,273,789 shares; 2026Q2: 3,344,686 shares 3,344,686 $272M 0.79% +70,897 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,723 shares; 2024Q4: 407,595 shares; 2025Q1: 3,325,005 shares; 2025Q2: 3,505,710 shares; 2025Q3: 3,598,087 shares; 2025Q4: 3,678,715 shares; 2026Q1: 3,722,667 shares; 2026Q2: 3,794,635 shares 3,794,635 $253M 0.74% +71,968 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: 935,377 shares; 2024Q4: 907,548 shares; 2025Q1: 904,444 shares; 2025Q2: 934,166 shares; 2025Q3: 902,038 shares; 2025Q4: 804,850 shares; 2026Q1: 786,519 shares; 2026Q2: 827,314 shares 827,314 $249M 0.72% +40,795 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: 386,032 shares; 2024Q4: 381,312 shares; 2025Q1: 390,083 shares; 2025Q2: 459,661 shares; 2025Q3: 388,338 shares; 2025Q4: 400,784 shares; 2026Q1: 403,832 shares; 2026Q2: 495,630 shares 495,630 $248M 0.72% +91,798 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: 289 shares; 2024Q4: 287 shares; 2025Q1: 298 shares; 2025Q2: 278 shares; 2025Q3: 276 shares; 2025Q4: 280 shares; 2026Q1: 285 shares; 2026Q2: 309 shares 309 $231M 0.67% +24 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: 1,464,174 shares; 2024Q4: 1,431,137 shares; 2025Q1: 1,414,963 shares; 2025Q2: 1,412,975 shares; 2025Q3: 1,404,426 shares; 2025Q4: 1,398,107 shares; 2026Q1: 1,399,111 shares; 2026Q2: 1,425,288 shares 1,425,288 $225M 0.66% +26,177 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: 464,630 shares; 2024Q4: 476,437 shares; 2025Q1: 465,827 shares; 2025Q2: 470,166 shares; 2025Q3: 473,731 shares; 2025Q4: 482,471 shares; 2026Q1: 504,698 shares; 2026Q2: 532,816 shares 532,816 $225M 0.65% +28,118 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: 465,793 shares; 2024Q4: 470,660 shares; 2025Q1: 477,578 shares; 2025Q2: 455,939 shares; 2025Q3: 482,477 shares; 2025Q4: 528,937 shares; 2026Q1: 562,073 shares; 2026Q2: 589,031 shares 589,031 $223M 0.65% +26,958 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995,883 shares; 2024Q4: 1,992,444 shares; 2025Q1: 1,977,218 shares; 2025Q2: 1,980,792 shares; 2025Q3: 1,970,116 shares; 2025Q4: 1,908,855 shares; 2026Q1: 1,904,995 shares; 2026Q2: 1,904,250 shares 1,904,250 $210M 0.61% -745 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: 598,161 shares; 2024Q4: 572,925 shares; 2025Q1: 600,978 shares; 2025Q2: 624,581 shares; 2025Q3: 602,246 shares; 2025Q4: 594,107 shares; 2026Q1: 597,960 shares; 2026Q2: 2,401,779 shares 2,401,779 $194M 0.56% +1,803,819 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: 208,683 shares; 2024Q4: 209,326 shares; 2025Q1: 209,714 shares; 2025Q2: 192,749 shares; 2025Q3: 173,363 shares; 2025Q4: 156,798 shares; 2026Q1: 154,811 shares; 2026Q2: 162,815 shares 162,815 $188M 0.55% +8,004 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756,108 shares; 2024Q4: 791,204 shares; 2025Q1: 810,463 shares; 2025Q2: 936,306 shares; 2025Q3: 971,406 shares; 2025Q4: 1,148,943 shares; 2026Q1: 1,251,581 shares; 2026Q2: 1,386,338 shares 1,386,338 $177M 0.52% +134,757 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: 452,101 shares; 2024Q4: 445,041 shares; 2025Q1: 452,118 shares; 2025Q2: 462,307 shares; 2025Q3: 466,407 shares; 2025Q4: 489,844 shares; 2026Q1: 493,552 shares; 2026Q2: 534,744 shares 534,744 $175M 0.51% +41,192 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: 240,005 shares; 2024Q4: 237,431 shares; 2025Q1: 246,885 shares; 2025Q2: 252,699 shares; 2025Q3: 264,996 shares; 2025Q4: 287,434 shares; 2026Q1: 293,510 shares; 2026Q2: 301,293 shares 301,293 $170M 0.5% +7,783 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: 133,732 shares; 2024Q4: 116,378 shares; 2025Q1: 115,677 shares; 2025Q2: 117,815 shares; 2025Q3: 117,379 shares; 2025Q4: 113,822 shares; 2026Q1: 140,744 shares; 2026Q2: 456,269 shares 456,269 $167M 0.49% +315,525 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: 372,412 shares; 2024Q4: 347,732 shares; 2025Q1: 345,581 shares; 2025Q2: 369,700 shares; 2025Q3: 371,413 shares; 2025Q4: 368,216 shares; 2026Q1: 391,963 shares; 2026Q2: 642,722 shares 642,722 $163M 0.48% +250,759 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: 67,986 shares; 2024Q4: 67,609 shares; 2025Q1: 88,519 shares; 2025Q2: 162,441 shares; 2025Q3: 152,877 shares; 2025Q4: 147,425 shares; 2026Q1: 157,156 shares; 2026Q2: 639,128 shares 639,128 $155M 0.45% +481,972 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: 397,453 shares; 2024Q4: 397,192 shares; 2025Q1: 415,086 shares; 2025Q2: 586,082 shares; 2025Q3: 495,876 shares; 2025Q4: 493,412 shares; 2026Q1: 479,636 shares; 2026Q2: 482,252 shares 482,252 $146M 0.43% +2,616 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: 261,958 shares; 2024Q4: 278,559 shares; 2025Q1: 282,282 shares; 2025Q2: 321,419 shares; 2025Q3: 270,668 shares; 2025Q4: 270,496 shares; 2026Q1: 273,685 shares; 2026Q2: 1,161,905 shares 1,161,905 $144M 0.42% +888,220 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: 97,072 shares; 2024Q4: 95,487 shares; 2025Q1: 100,123 shares; 2025Q2: 96,379 shares; 2025Q3: 94,534 shares; 2025Q4: 113,496 shares; 2026Q1: 115,489 shares; 2026Q2: 118,903 shares 118,903 $143M 0.42% +3,414 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: 2,976,569 shares; 2024Q4: 2,863,021 shares; 2025Q1: 3,019,547 shares; 2025Q2: 2,989,580 shares; 2025Q3: 2,987,222 shares; 2025Q4: 2,922,308 shares; 2026Q1: 2,875,556 shares; 2026Q2: 2,839,996 shares 2,839,996 $143M 0.42% -35,560 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,902 shares; 2024Q4: 77,231 shares; 2025Q1: 54,369 shares; 2025Q2: 44,768 shares; 2025Q3: 41,598 shares; 2025Q4: 41,430 shares; 2026Q1: 44,039 shares; 2026Q2: 1,436,769 shares 1,436,769 $142M 0.41% +1,392,730 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: 1,357,829 shares; 2024Q4: 1,348,560 shares; 2025Q1: 1,358,771 shares; 2025Q2: 1,383,182 shares; 2025Q3: 1,367,130 shares; 2025Q4: 1,391,905 shares; 2026Q1: 1,375,321 shares; 2026Q2: 1,391,010 shares 1,391,010 $134M 0.39% +15,689 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908,895 shares; 2024Q4: 989,435 shares; 2025Q1: 1,021,822 shares; 2025Q2: 1,421,961 shares; 2025Q3: 1,226,202 shares; 2025Q4: 1,212,213 shares; 2026Q1: 1,193,702 shares; 2026Q2: 1,244,115 shares 1,244,115 $132M 0.39% +50,413 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: 864,943 shares; 2024Q4: 975,868 shares; 2025Q1: 957,144 shares; 2025Q2: 1,205,680 shares; 2025Q3: 976,478 shares; 2025Q4: 927,756 shares; 2026Q1: 969,116 shares; 2026Q2: 1,244,155 shares 1,244,155 $129M 0.38% +275,039 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: 159,646 shares; 2024Q4: 150,859 shares; 2025Q1: 165,006 shares; 2025Q2: 166,789 shares; 2025Q3: 176,312 shares; 2025Q4: 183,167 shares; 2026Q1: 192,571 shares; 2026Q2: 215,311 shares 215,311 $125M 0.37% +22,740 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: 251,769 shares; 2024Q4: 384,299 shares; 2025Q1: 983,824 shares; 2025Q2: 2,167,637 shares; 2025Q3: 2,344,742 shares; 2025Q4: 2,347,359 shares; 2026Q1: 2,367,474 shares; 2026Q2: 2,474,937 shares 2,474,937 $125M 0.36% +107,463 Timeline GOVT 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: 47,061 shares; 2025Q3: 18,650 shares; 2025Q4: 18,635 shares; 2026Q1: 160,083 shares; 2026Q2: 5,489,508 shares 5,489,508 $125M 0.36% +5,329,425 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: 773,031 shares; 2024Q4: 759,648 shares; 2025Q1: 755,644 shares; 2025Q2: 760,212 shares; 2025Q3: 768,592 shares; 2025Q4: 771,497 shares; 2026Q1: 782,740 shares; 2026Q2: 793,377 shares 793,377 $121M 0.35% +10,637 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: 94,784 shares; 2025Q1: 268,270 shares; 2025Q2: 256,016 shares; 2025Q3: 258,516 shares; 2025Q4: 256,202 shares; 2026Q1: 262,360 shares; 2026Q2: 274,275 shares 274,275 $120M 0.35% +11,915 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: 1,280,706 shares; 2024Q4: 1,746,506 shares; 2025Q1: 1,825,473 shares; 2025Q2: 1,933,506 shares; 2025Q3: 1,887,571 shares; 2025Q4: 1,917,645 shares; 2026Q1: 1,973,093 shares; 2026Q2: 1,993,405 shares 1,993,405 $119M 0.35% +20,312 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: 519,083 shares; 2024Q4: 534,418 shares; 2025Q1: 549,555 shares; 2025Q2: 634,896 shares; 2025Q3: 548,332 shares; 2025Q4: 488,638 shares; 2026Q1: 469,622 shares; 2026Q2: 480,631 shares 480,631 $117M 0.34% +11,009 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: 297,241 shares; 2024Q4: 323,800 shares; 2025Q1: 322,579 shares; 2025Q2: 348,861 shares; 2025Q3: 317,697 shares; 2025Q4: 317,409 shares; 2026Q1: 317,211 shares; 2026Q2: 733,357 shares 733,357 $115M 0.34% +416,146 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256,000 shares; 2024Q4: 3,224,005 shares; 2025Q1: 1,969,660 shares; 2025Q2: 2,007,357 shares; 2025Q3: 2,119,070 shares; 2025Q4: 2,139,745 shares; 2026Q1: 2,140,310 shares; 2026Q2: 3,285,892 shares 3,285,892 $108M 0.31% +1,145,582 Timeline DFSV 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: 2,694,212 shares; 2024Q4: 3,104,289 shares; 2025Q1: 3,283,369 shares; 2025Q2: 2,704,376 shares; 2025Q3: 2,730,548 shares; 2025Q4: 2,778,524 shares; 2026Q1: 2,754,739 shares; 2026Q2: 2,666,992 shares 2,666,992 $103M 0.3% -87,747 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: 3,373,459 shares; 2024Q4: 2,586,882 shares; 2025Q1: 2,601,644 shares; 2025Q2: 2,620,224 shares; 2025Q3: 2,620,111 shares; 2025Q4: 2,559,158 shares; 2026Q1: 2,553,519 shares; 2026Q2: 2,586,574 shares 2,586,574 $102M 0.3% +33,055 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: 286,836 shares; 2024Q4: 276,778 shares; 2025Q1: 273,946 shares; 2025Q2: 259,803 shares; 2025Q3: 270,584 shares; 2025Q4: 293,908 shares; 2026Q1: 290,453 shares; 2026Q2: 295,647 shares 295,647 $102M 0.3% +5,194 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: 130,945 shares; 2024Q4: 124,311 shares; 2025Q1: 127,395 shares; 2025Q2: 135,007 shares; 2025Q3: 139,015 shares; 2025Q4: 137,800 shares; 2026Q1: 139,949 shares; 2026Q2: 137,484 shares 137,484 $99.5M 0.29% -2,465 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: 181,822 shares; 2024Q4: 1,038,600 shares; 2025Q1: 1,214,058 shares; 2025Q2: 1,203,050 shares; 2025Q3: 1,305,623 shares; 2025Q4: 1,296,825 shares; 2026Q1: 1,316,285 shares; 2026Q2: 1,337,489 shares 1,337,489 $98.2M 0.29% +21,204 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: 157,191 shares; 2024Q4: 160,929 shares; 2025Q1: 154,033 shares; 2025Q2: 157,401 shares; 2025Q3: 173,600 shares; 2025Q4: 190,864 shares; 2026Q1: 203,430 shares; 2026Q2: 201,439 shares 201,439 $96.2M 0.28% -1,991 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: 3,559,006 shares; 2024Q4: 3,302,251 shares; 2025Q1: 3,305,066 shares; 2025Q2: 3,009,673 shares; 2025Q3: 2,879,047 shares; 2025Q4: 2,698,604 shares; 2026Q1: 2,603,022 shares; 2026Q2: 2,570,590 shares 2,570,590 $95.8M 0.28% -32,432 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,929 shares; 2026Q1: 1,679,370 shares; 2026Q2: 2,904,910 shares 2,904,910 $95.8M 0.28% +1,225,540 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,414 shares; 2024Q4: 432,466 shares; 2025Q1: 427,247 shares; 2025Q2: 1,336,289 shares; 2025Q3: 425,870 shares; 2025Q4: 424,973 shares; 2026Q1: 425,003 shares; 2026Q2: 426,970 shares 426,970 $93.3M 0.27% +1,967 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: 150,244 shares; 2024Q4: 148,261 shares; 2025Q1: 147,212 shares; 2025Q2: 140,348 shares; 2025Q3: 138,863 shares; 2025Q4: 152,833 shares; 2026Q1: 155,625 shares; 2026Q2: 176,316 shares 176,316 $90.9M 0.26% +20,691 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: 3,259,544 shares; 2024Q4: 3,165,863 shares; 2025Q1: 3,179,123 shares; 2025Q2: 3,001,123 shares; 2025Q3: 2,793,813 shares; 2025Q4: 2,653,016 shares; 2026Q1: 2,541,201 shares; 2026Q2: 2,462,672 shares 2,462,672 $90.7M 0.26% -78,529 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,706 shares; 2024Q4: 306,025 shares; 2025Q1: 284,733 shares; 2025Q2: 404,518 shares; 2025Q3: 403,492 shares; 2025Q4: 396,958 shares; 2026Q1: 414,852 shares; 2026Q2: 406,524 shares 406,524 $89.9M 0.26% -8,328 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: 132,241 shares; 2024Q4: 138,981 shares; 2025Q1: 138,770 shares; 2025Q2: 142,024 shares; 2025Q3: 158,234 shares; 2025Q4: 95,828 shares; 2026Q1: 94,179 shares; 2026Q2: 94,580 shares 94,580 $88.6M 0.26% +401 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: 211,887 shares; 2024Q4: 248,467 shares; 2025Q1: 453,420 shares; 2025Q2: 227,023 shares; 2025Q3: 223,748 shares; 2025Q4: 383,390 shares; 2026Q1: 384,451 shares; 2026Q2: 459,812 shares 459,812 $87.6M 0.26% +75,361 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: 370,351 shares; 2024Q4: 354,689 shares; 2025Q1: 415,254 shares; 2025Q2: 468,646 shares; 2025Q3: 446,801 shares; 2025Q4: 418,028 shares; 2026Q1: 443,022 shares; 2026Q2: 998,798 shares 998,798 $85.4M 0.25% +555,776 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: 528,325 shares; 2024Q4: 520,259 shares; 2025Q1: 489,335 shares; 2025Q2: 462,626 shares; 2025Q3: 465,592 shares; 2025Q4: 469,580 shares; 2026Q1: 480,635 shares; 2026Q2: 599,421 shares 599,421 $77.1M 0.22% +118,786 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: 2,083,300 shares; 2024Q4: 1,585,296 shares; 2025Q1: 1,581,687 shares; 2025Q2: 1,627,483 shares; 2025Q3: 1,699,092 shares; 2025Q4: 1,737,036 shares; 2026Q1: 1,789,343 shares; 2026Q2: 1,847,579 shares 1,847,579 $77.1M 0.22% +58,236 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,588 shares; 2024Q4: 49,587 shares; 2025Q1: 24,143 shares; 2025Q2: 18,356 shares; 2025Q3: 17,635 shares; 2025Q4: 17,244 shares; 2026Q1: 18,729 shares; 2026Q2: 812,942 shares 812,942 $76.8M 0.22% +794,213 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 979,361 shares 979,361 $75.2M 0.22% new 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: 242,363 shares; 2024Q4: 240,576 shares; 2025Q1: 245,681 shares; 2025Q2: 225,754 shares; 2025Q3: 231,547 shares; 2025Q4: 237,892 shares; 2026Q1: 247,510 shares; 2026Q2: 298,011 shares 298,011 $75.1M 0.22% +50,501 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: 364,045 shares; 2024Q4: 489,678 shares; 2025Q1: 515,910 shares; 2025Q2: 427,955 shares; 2025Q3: 502,209 shares; 2025Q4: 577,477 shares; 2026Q1: 854,566 shares; 2026Q2: 908,781 shares 908,781 $74.8M 0.22% +54,215 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: 71,980 shares; 2024Q4: 18,890 shares; 2025Q1: 80,897 shares; 2025Q2: 104,638 shares; 2025Q3: 73,035 shares; 2025Q4: 86,632 shares; 2026Q1: 86,593 shares; 2026Q2: 100,461 shares 100,461 $74M 0.22% +13,868 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: 486,062 shares; 2024Q4: 468,682 shares; 2025Q1: 478,369 shares; 2025Q2: 510,490 shares; 2025Q3: 512,805 shares; 2025Q4: 541,985 shares; 2026Q1: 536,617 shares; 2026Q2: 539,471 shares 539,471 $74M 0.22% +2,854 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: 66,180 shares; 2024Q4: 65,139 shares; 2025Q1: 66,056 shares; 2025Q2: 64,884 shares; 2025Q3: 64,811 shares; 2025Q4: 63,795 shares; 2026Q1: 64,753 shares; 2026Q2: 68,433 shares 68,433 $73.1M 0.21% +3,680 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: 559,813 shares; 2024Q4: 553,095 shares; 2025Q1: 570,899 shares; 2025Q2: 572,339 shares; 2025Q3: 570,694 shares; 2025Q4: 571,714 shares; 2026Q1: 578,445 shares; 2026Q2: 611,037 shares 611,037 $71.9M 0.21% +32,592 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,776,976 shares 1,776,976 $71.8M 0.21% new 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: 208,994 shares; 2024Q4: 206,580 shares; 2025Q1: 206,760 shares; 2025Q2: 202,455 shares; 2025Q3: 201,312 shares; 2025Q4: 202,453 shares; 2026Q1: 202,156 shares; 2026Q2: 191,649 shares 191,649 $71.1M 0.21% -10,507 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: 269,070 shares; 2024Q4: 350,633 shares; 2025Q1: 350,932 shares; 2025Q2: 339,357 shares; 2025Q3: 625,652 shares; 2025Q4: 1,027,902 shares; 2026Q1: 1,232,278 shares; 2026Q2: 1,508,057 shares 1,508,057 $70.3M 0.2% +275,779 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: 634,854 shares; 2024Q4: 763,932 shares; 2025Q1: 681,058 shares; 2025Q2: 838,866 shares; 2025Q3: 695,489 shares; 2025Q4: 690,220 shares; 2026Q1: 679,688 shares; 2026Q2: 726,100 shares 726,100 $70M 0.2% +46,412 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: 333,893 shares; 2024Q4: 285,598 shares; 2025Q1: 321,180 shares; 2025Q2: 355,957 shares; 2025Q3: 370,638 shares; 2025Q4: 398,848 shares; 2026Q1: 433,783 shares; 2026Q2: 491,418 shares 491,418 $68.8M 0.2% +57,635 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: 668,763 shares; 2024Q4: 736,616 shares; 2025Q1: 730,201 shares; 2025Q2: 746,901 shares; 2025Q3: 824,516 shares; 2025Q4: 485,125 shares; 2026Q1: 465,263 shares; 2026Q2: 450,930 shares 450,930 $68.5M 0.2% -14,333 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: 24,567 shares; 2024Q4: 26,187 shares; 2025Q1: 24,563 shares; 2025Q2: 25,407 shares; 2025Q3: 25,533 shares; 2025Q4: 25,666 shares; 2026Q1: 26,821 shares; 2026Q2: 159,058 shares 159,058 $67.8M 0.2% +132,237 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: 113,629 shares; 2024Q4: 115,474 shares; 2025Q1: 123,446 shares; 2025Q2: 122,029 shares; 2025Q3: 122,574 shares; 2025Q4: 165,794 shares; 2026Q1: 169,148 shares; 2026Q2: 176,173 shares 176,173 $66M 0.19% +7,025 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: 503,665 shares; 2024Q4: 491,656 shares; 2025Q1: 499,898 shares; 2025Q2: 516,783 shares; 2025Q3: 531,907 shares; 2025Q4: 562,270 shares; 2026Q1: 551,900 shares; 2026Q2: 559,922 shares 559,922 $63.8M 0.19% +8,022 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: 190,726 shares; 2024Q4: 178,829 shares; 2025Q1: 180,849 shares; 2025Q2: 177,739 shares; 2025Q3: 179,377 shares; 2025Q4: 176,368 shares; 2026Q1: 171,511 shares; 2026Q2: 177,597 shares 177,597 $62.8M 0.18% +6,086 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: 1,463,212 shares; 2024Q4: 1,442,369 shares; 2025Q1: 1,442,182 shares; 2025Q2: 1,416,740 shares; 2025Q3: 1,297,580 shares; 2025Q4: 1,235,981 shares; 2026Q1: 1,159,964 shares; 2026Q2: 1,133,788 shares 1,133,788 $62.4M 0.18% -26,176 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: 29,568 shares; 2024Q4: 30,740 shares; 2025Q1: 34,724 shares; 2025Q2: 31,740 shares; 2025Q3: 31,472 shares; 2025Q4: 47,395 shares; 2026Q1: 48,579 shares; 2026Q2: 50,351 shares 50,351 $59.3M 0.17% +1,772 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677,054 shares; 2024Q4: 1,486,708 shares; 2025Q1: 1,481,182 shares; 2025Q2: 1,380,163 shares; 2025Q3: 1,378,952 shares; 2025Q4: 1,391,353 shares; 2026Q1: 1,369,394 shares; 2026Q2: 1,379,508 shares 1,379,508 $58.2M 0.17% +10,114 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: 85,544 shares; 2024Q4: 84,100 shares; 2025Q1: 85,229 shares; 2025Q2: 80,350 shares; 2025Q3: 83,723 shares; 2025Q4: 833,240 shares; 2026Q1: 892,241 shares; 2026Q2: 810,026 shares 810,026 $58M 0.17% -82,215 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: 977,010 shares; 2024Q4: 1,012,885 shares; 2025Q1: 1,031,424 shares; 2025Q2: 1,008,728 shares; 2025Q3: 1,001,006 shares; 2025Q4: 1,007,783 shares; 2026Q1: 992,753 shares; 2026Q2: 1,009,724 shares 1,009,724 $57.8M 0.17% +16,971 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: 1,210,678 shares; 2024Q4: 1,241,747 shares; 2025Q1: 1,246,100 shares; 2025Q2: 1,266,272 shares; 2025Q3: 1,129,576 shares; 2025Q4: 882,607 shares; 2026Q1: 869,450 shares; 2026Q2: 735,092 shares 735,092 $56.3M 0.16% -134,358 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: 311,849 shares; 2024Q4: 332,186 shares; 2025Q1: 330,339 shares; 2025Q2: 323,169 shares; 2025Q3: 323,097 shares; 2025Q4: 317,643 shares; 2026Q1: 353,003 shares; 2026Q2: 407,233 shares 407,233 $56M 0.16% +54,230 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: 153,486 shares; 2024Q4: 148,151 shares; 2025Q1: 139,935 shares; 2025Q2: 127,077 shares; 2025Q3: 131,242 shares; 2025Q4: 128,314 shares; 2026Q1: 118,900 shares; 2026Q2: 131,429 shares 131,429 $54.9M 0.16% +12,529 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: 250,124 shares; 2024Q4: 246,739 shares; 2025Q1: 380,243 shares; 2025Q2: 261,783 shares; 2025Q3: 270,541 shares; 2025Q4: 274,281 shares; 2026Q1: 287,481 shares; 2026Q2: 296,532 shares 296,532 $53.8M 0.16% +9,051 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: 36,651 shares; 2024Q4: 40,076 shares; 2025Q1: 41,760 shares; 2025Q2: 40,479 shares; 2025Q3: 42,574 shares; 2025Q4: 44,723 shares; 2026Q1: 45,849 shares; 2026Q2: 52,204 shares 52,204 $52.9M 0.15% +6,355 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,203 shares; 2024Q4: 156,375 shares; 2025Q1: 146,483 shares; 2025Q2: 133,735 shares; 2025Q3: 128,086 shares; 2025Q4: 138,972 shares; 2026Q1: 121,528 shares; 2026Q2: 130,483 shares 130,483 $51.4M 0.15% +8,955 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: 324,565 shares; 2024Q4: 322,420 shares; 2025Q1: 524,374 shares; 2025Q2: 325,750 shares; 2025Q3: 304,087 shares; 2025Q4: 278,210 shares; 2026Q1: 279,517 shares; 2026Q2: 349,295 shares 349,295 $51.3M 0.15% +69,778 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: 346,793 shares; 2024Q4: 337,636 shares; 2025Q1: 510,163 shares; 2025Q2: 325,425 shares; 2025Q3: 329,460 shares; 2025Q4: 331,658 shares; 2026Q1: 330,111 shares; 2026Q2: 346,468 shares 346,468 $51M 0.15% +16,357 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: 17,764 shares; 2024Q4: 17,846 shares; 2025Q1: 19,344 shares; 2025Q2: 18,615 shares; 2025Q3: 18,123 shares; 2025Q4: 16,556 shares; 2026Q1: 17,436 shares; 2026Q2: 168,620 shares 168,620 $51M 0.15% +151,184 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: 28,785 shares; 2024Q4: 26,630 shares; 2025Q1: 25,007 shares; 2025Q2: 22,939 shares; 2025Q3: 22,600 shares; 2025Q4: 24,493 shares; 2026Q1: 25,224 shares; 2026Q2: 25,524 shares 25,524 $50.8M 0.15% +300 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,758 shares; 2024Q4: 63,975 shares; 2025Q1: 104,626 shares; 2025Q2: 42,288 shares; 2025Q3: 44,217 shares; 2025Q4: 46,563 shares; 2026Q1: 353,948 shares; 2026Q2: 363,428 shares 363,428 $50M 0.15% +9,480 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: 225,396 shares; 2024Q4: 223,342 shares; 2025Q1: 230,157 shares; 2025Q2: 369,667 shares; 2025Q3: 219,079 shares; 2025Q4: 212,965 shares; 2026Q1: 196,817 shares; 2026Q2: 210,679 shares 210,679 $49.9M 0.15% +13,862 Timeline VTWG 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: 169,084 shares; 2024Q4: 168,978 shares; 2025Q1: 172,539 shares; 2025Q2: 182,956 shares; 2025Q3: 177,601 shares; 2025Q4: 171,378 shares; 2026Q1: 168,587 shares; 2026Q2: 172,944 shares 172,944 $49.8M 0.14% +4,357 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: 939,101 shares; 2024Q4: 477,143 shares; 2025Q1: 657,492 shares; 2025Q2: 753,248 shares; 2025Q3: 742,151 shares; 2025Q4: 763,859 shares; 2026Q1: 791,127 shares; 2026Q2: 923,586 shares 923,586 $48.4M 0.14% +132,459 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: 266,159 shares; 2024Q4: 254,465 shares; 2025Q1: 260,495 shares; 2025Q2: 220,944 shares; 2025Q3: 274,610 shares; 2025Q4: 270,162 shares; 2026Q1: 281,126 shares; 2026Q2: 288,864 shares 288,864 $48M 0.14% +7,738 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: 220,090 shares; 2024Q4: 207,114 shares; 2025Q1: 193,055 shares; 2025Q2: 189,663 shares; 2025Q3: 186,299 shares; 2025Q4: 180,872 shares; 2026Q1: 176,682 shares; 2026Q2: 184,534 shares 184,534 $47.2M 0.14% +7,852 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: 25,427 shares; 2024Q4: 20,159 shares; 2025Q1: 34,789 shares; 2025Q2: 21,891 shares; 2025Q3: 30,101 shares; 2025Q4: 37,841 shares; 2026Q1: 45,640 shares; 2026Q2: 47,805 shares 47,805 $46.2M 0.13% +2,165 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802,463 shares; 2024Q4: 808,126 shares; 2025Q1: 801,624 shares; 2025Q2: 800,152 shares; 2025Q3: 820,975 shares; 2025Q4: 849,237 shares; 2026Q1: 865,193 shares; 2026Q2: 858,390 shares 858,390 $44.4M 0.13% -6,803 Timeline DFSI 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: 188,874 shares; 2024Q4: 273,821 shares; 2025Q1: 274,128 shares; 2025Q2: 371,380 shares; 2025Q3: 496,327 shares; 2025Q4: 725,730 shares; 2026Q1: 795,001 shares; 2026Q2: 984,898 shares 984,898 $44.4M 0.13% +189,897 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: 265,400 shares; 2024Q4: 287,530 shares; 2025Q1: 302,665 shares; 2025Q2: 324,756 shares; 2025Q3: 324,862 shares; 2025Q4: 328,280 shares; 2026Q1: 349,644 shares; 2026Q2: 284,050 shares 284,050 $43.8M 0.13% -65,594 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170,160 shares; 2024Q4: 1,416,610 shares; 2025Q1: 1,439,341 shares; 2025Q2: 1,180,484 shares; 2025Q3: 1,065,427 shares; 2025Q4: 1,030,141 shares; 2026Q1: 3,911,221 shares; 2026Q2: 3,677,624 shares 3,677,624 $43.8M 0.13% -233,597 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: 861,507 shares; 2024Q4: 866,179 shares; 2025Q1: 859,416 shares; 2025Q2: 806,668 shares; 2025Q3: 702,712 shares; 2025Q4: 607,248 shares; 2026Q1: 604,299 shares; 2026Q2: 604,745 shares 604,745 $43.7M 0.13% +446 Timeline BGCG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642,201 shares 1,642,201 $43.1M 0.13% new 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: 527,561 shares; 2024Q4: 544,860 shares; 2025Q1: 605,965 shares; 2025Q2: 667,493 shares; 2025Q3: 712,725 shares; 2025Q4: 752,211 shares; 2026Q1: 755,946 shares; 2026Q2: 1,017,129 shares 1,017,129 $42M 0.12% +261,183 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: 10,095 shares; 2025Q2: 3,964 shares; 2025Q3: 14,403 shares; 2025Q4: 15,800 shares; 2026Q1: 18,314 shares; 2026Q2: 18,100 shares 18,100 $41.3M 0.12% -214 Timeline VTWV 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: 157,302 shares; 2024Q4: 163,028 shares; 2025Q1: 172,778 shares; 2025Q2: 186,497 shares; 2025Q3: 188,565 shares; 2025Q4: 206,385 shares; 2026Q1: 211,225 shares; 2026Q2: 204,471 shares 204,471 $40M 0.12% -6,754 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: 183,275 shares; 2024Q4: 190,546 shares; 2025Q1: 188,464 shares; 2025Q2: 192,036 shares; 2025Q3: 192,065 shares; 2025Q4: 149,563 shares; 2026Q1: 215,351 shares; 2026Q2: 315,793 shares 315,793 $39.3M 0.11% +100,442 Timeline DFNM 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: 718,529 shares; 2024Q4: 697,218 shares; 2025Q1: 748,499 shares; 2025Q2: 793,418 shares; 2025Q3: 811,864 shares; 2025Q4: 804,928 shares; 2026Q1: 788,243 shares; 2026Q2: 808,791 shares 808,791 $39.1M 0.11% +20,548 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: 168,843 shares; 2024Q4: 170,995 shares; 2025Q1: 177,199 shares; 2025Q2: 180,026 shares; 2025Q3: 180,295 shares; 2025Q4: 180,202 shares; 2026Q1: 176,081 shares; 2026Q2: 186,589 shares 186,589 $39.1M 0.11% +10,508 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: 115,093 shares; 2024Q4: 116,500 shares; 2025Q1: 120,326 shares; 2025Q2: 115,851 shares; 2025Q3: 115,901 shares; 2025Q4: 115,682 shares; 2026Q1: 118,559 shares; 2026Q2: 138,030 shares 138,030 $38.9M 0.11% +19,471 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: 189,655 shares; 2024Q4: 97,744 shares; 2025Q1: 290,469 shares; 2025Q2: 192,559 shares; 2025Q3: 183,414 shares; 2025Q4: 190,890 shares; 2026Q1: 192,576 shares; 2026Q2: 202,976 shares 202,976 $38.7M 0.11% +10,400 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: 69,849 shares; 2024Q4: 67,073 shares; 2025Q1: 65,704 shares; 2025Q2: 68,093 shares; 2025Q3: 69,162 shares; 2025Q4: 67,247 shares; 2026Q1: 72,569 shares; 2026Q2: 73,996 shares 73,996 $38.5M 0.11% +1,427 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: 113,245 shares; 2024Q4: 110,511 shares; 2025Q1: 110,809 shares; 2025Q2: 103,040 shares; 2025Q3: 104,890 shares; 2025Q4: 103,180 shares; 2026Q1: 106,711 shares; 2026Q2: 112,055 shares 112,055 $38M 0.11% +5,344 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: 47,859 shares; 2024Q4: 60,322 shares; 2025Q1: 62,960 shares; 2025Q2: 82,944 shares; 2025Q3: 110,422 shares; 2025Q4: 72,472 shares; 2026Q1: 89,875 shares; 2026Q2: 102,676 shares 102,676 $37.8M 0.11% +12,801 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,683 shares; 2024Q4: 958,519 shares; 2025Q1: 1,642,350 shares; 2025Q2: 2,123,631 shares; 2025Q3: 2,262,070 shares; 2025Q4: 1,833,979 shares; 2026Q1: 1,613,294 shares; 2026Q2: 1,638,668 shares 1,638,668 $37.3M 0.11% +25,374 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: 75,556 shares; 2024Q4: 69,392 shares; 2025Q1: 66,135 shares; 2025Q2: 59,792 shares; 2025Q3: 61,443 shares; 2025Q4: 78,141 shares; 2026Q1: 70,197 shares; 2026Q2: 73,043 shares 73,043 $36.8M 0.11% +2,846 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: 130,768 shares; 2024Q4: 132,354 shares; 2025Q1: 145,409 shares; 2025Q2: 139,900 shares; 2025Q3: 136,031 shares; 2025Q4: 127,862 shares; 2026Q1: 138,334 shares; 2026Q2: 123,395 shares 123,395 $36.8M 0.11% -14,939 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,484 shares; 2024Q4: 625,344 shares; 2025Q1: 1,252,240 shares; 2025Q2: 627,652 shares; 2025Q3: 2,055,395 shares; 2025Q4: 2,056,531 shares; 2026Q1: 279,490 shares; 2026Q2: 1,500,302 shares 1,500,302 $36.4M 0.11% +1,220,812 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: 115,949 shares; 2024Q4: 114,580 shares; 2025Q1: 116,228 shares; 2025Q2: 113,683 shares; 2025Q3: 114,704 shares; 2025Q4: 112,640 shares; 2026Q1: 118,547 shares; 2026Q2: 121,529 shares 121,529 $36.3M 0.11% +2,982 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: 486,642 shares; 2024Q4: 475,005 shares; 2025Q1: 492,235 shares; 2025Q2: 528,434 shares; 2025Q3: 613,195 shares; 2025Q4: 664,396 shares; 2026Q1: 680,196 shares; 2026Q2: 702,119 shares 702,119 $36.3M 0.11% +21,923 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,029 shares; 2024Q4: 153,322 shares; 2025Q1: 169,748 shares; 2025Q2: 231,518 shares; 2025Q3: 259,856 shares; 2025Q4: 301,384 shares; 2026Q1: 312,794 shares; 2026Q2: 350,754 shares 350,754 $36.1M 0.11% +37,960 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: 355,242 shares; 2024Q4: 369,024 shares; 2025Q1: 397,352 shares; 2025Q2: 420,378 shares; 2025Q3: 445,654 shares; 2025Q4: 432,014 shares; 2026Q1: 423,798 shares; 2026Q2: 436,006 shares 436,006 $36.1M 0.11% +12,208 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: 40,751 shares; 2024Q4: 39,985 shares; 2025Q1: 41,171 shares; 2025Q2: 38,203 shares; 2025Q3: 37,502 shares; 2025Q4: 36,412 shares; 2026Q1: 36,069 shares; 2026Q2: 302,309 shares 302,309 $36.1M 0.11% +266,240 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: 208,810 shares; 2024Q4: 305,371 shares; 2025Q1: 331,590 shares; 2025Q2: 397,015 shares; 2025Q3: 351,123 shares; 2025Q4: 353,197 shares; 2026Q1: 371,264 shares; 2026Q2: 428,053 shares 428,053 $35.8M 0.1% +56,789 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: 112,444 shares; 2024Q4: 108,928 shares; 2025Q1: 106,204 shares; 2025Q2: 104,629 shares; 2025Q3: 104,448 shares; 2025Q4: 185,314 shares; 2026Q1: 189,279 shares; 2026Q2: 187,560 shares 187,560 $35.8M 0.1% -1,719 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: 102,866 shares; 2024Q4: 102,480 shares; 2025Q1: 104,343 shares; 2025Q2: 100,384 shares; 2025Q3: 101,066 shares; 2025Q4: 98,461 shares; 2026Q1: 102,156 shares; 2026Q2: 103,032 shares 103,032 $35.2M 0.1% +876 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: 60,881 shares; 2024Q4: 61,668 shares; 2025Q1: 58,369 shares; 2025Q2: 55,739 shares; 2025Q3: 58,628 shares; 2025Q4: 74,413 shares; 2026Q1: 74,272 shares; 2026Q2: 80,891 shares 80,891 $35M 0.1% +6,619 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: 98,605 shares; 2024Q4: 92,325 shares; 2025Q1: 95,182 shares; 2025Q2: 93,071 shares; 2025Q3: 91,719 shares; 2025Q4: 91,967 shares; 2026Q1: 92,288 shares; 2026Q2: 96,026 shares 96,026 $34.8M 0.1% +3,738 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: 99,594 shares; 2024Q4: 101,153 shares; 2025Q1: 93,804 shares; 2025Q2: 130,600 shares; 2025Q3: 94,918 shares; 2025Q4: 94,509 shares; 2026Q1: 90,586 shares; 2026Q2: 94,075 shares 94,075 $34.4M 0.1% +3,489 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: 170,432 shares; 2026Q2: 177,196 shares 177,196 $33.6M 0.1% +6,764 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: 118,676 shares; 2024Q4: 112,741 shares; 2025Q1: 114,656 shares; 2025Q2: 113,508 shares; 2025Q3: 116,468 shares; 2025Q4: 109,207 shares; 2026Q1: 115,566 shares; 2026Q2: 123,424 shares 123,424 $33.5M 0.1% +7,858 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: 42,052 shares; 2024Q4: 41,837 shares; 2025Q1: 43,228 shares; 2025Q2: 42,435 shares; 2025Q3: 42,158 shares; 2025Q4: 43,373 shares; 2026Q1: 43,904 shares; 2026Q2: 51,940 shares 51,940 $33.1M 0.1% +8,036 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: 35,169 shares; 2024Q4: 69,439 shares; 2025Q1: 113,706 shares; 2025Q2: 75,023 shares; 2025Q3: 79,199 shares; 2025Q4: 81,434 shares; 2026Q1: 102,356 shares; 2026Q2: 96,638 shares 96,638 $33M 0.1% -5,718 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: 176,269 shares; 2024Q4: 173,284 shares; 2025Q1: 182,448 shares; 2025Q2: 167,459 shares; 2025Q3: 169,949 shares; 2025Q4: 191,428 shares; 2026Q1: 190,375 shares; 2026Q2: 184,865 shares 184,865 $33M 0.1% -5,510 Timeline DFSE 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: 110,997 shares; 2024Q4: 165,620 shares; 2025Q1: 165,782 shares; 2025Q2: 222,203 shares; 2025Q3: 340,812 shares; 2025Q4: 515,409 shares; 2026Q1: 570,391 shares; 2026Q2: 673,453 shares 673,453 $32.9M 0.1% +103,062 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,032,729 shares; 2024Q4: 2,140,173 shares; 2025Q1: 2,393,955 shares; 2025Q2: 1,999,011 shares; 2025Q3: 2,143,102 shares; 2025Q4: 2,742,394 shares; 2026Q1: 3,088,392 shares; 2026Q2: 2,883,076 shares 2,883,076 $32.9M 0.1% -205,316 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: 216,454 shares; 2024Q4: 212,920 shares; 2025Q1: 210,129 shares; 2025Q2: 206,492 shares; 2025Q3: 204,088 shares; 2025Q4: 202,060 shares; 2026Q1: 200,345 shares; 2026Q2: 196,761 shares 196,761 $32.8M 0.1% -3,584 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: 66,756 shares; 2024Q4: 66,756 shares; 2025Q1: 66,576 shares; 2025Q2: 66,576 shares; 2025Q3: 66,898 shares; 2025Q4: 66,576 shares; 2026Q1: 67,485 shares; 2026Q2: 96,431 shares 96,431 $32.7M 0.1% +28,946 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: 222,763 shares; 2024Q4: 156,947 shares; 2025Q1: 113,639 shares; 2025Q2: 255,603 shares; 2025Q3: 152,713 shares; 2025Q4: 153,204 shares; 2026Q1: 152,270 shares; 2026Q2: 386,423 shares 386,423 $31.8M 0.09% +234,153 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: 191,245 shares; 2024Q4: 185,193 shares; 2025Q1: 208,336 shares; 2025Q2: 218,052 shares; 2025Q3: 236,220 shares; 2025Q4: 246,104 shares; 2026Q1: 241,735 shares; 2026Q2: 249,625 shares 249,625 $31.1M 0.09% +7,890 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: 262,374 shares; 2024Q4: 259,511 shares; 2025Q1: 265,325 shares; 2025Q2: 271,627 shares; 2025Q3: 268,796 shares; 2025Q4: 266,886 shares; 2026Q1: 263,579 shares; 2026Q2: 342,369 shares 342,369 $31.1M 0.09% +78,790 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164,668 shares; 2024Q4: 1,264,565 shares; 2025Q1: 1,274,392 shares; 2025Q2: 587,728 shares; 2025Q3: 556,280 shares; 2025Q4: 537,351 shares; 2026Q1: 650,148 shares; 2026Q2: 652,875 shares 652,875 $30.9M 0.09% +2,727 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,017 shares; 2024Q4: 47,376 shares; 2025Q1: 80,512 shares; 2025Q2: 85,666 shares; 2025Q3: 140,431 shares; 2025Q4: 141,050 shares; 2026Q1: 141,366 shares; 2026Q2: 167,352 shares 167,352 $30.9M 0.09% +25,986 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: 121,224 shares; 2024Q4: 120,214 shares; 2025Q1: 119,185 shares; 2025Q2: 115,808 shares; 2025Q3: 116,820 shares; 2025Q4: 121,821 shares; 2026Q1: 122,908 shares; 2026Q2: 113,113 shares 113,113 $30.8M 0.09% -9,795 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: 280,905 shares; 2024Q4: 398,020 shares; 2025Q1: 728,272 shares; 2025Q2: 402,861 shares; 2025Q3: 515,180 shares; 2025Q4: 183,252 shares; 2026Q1: 159,360 shares; 2026Q2: 140,364 shares 140,364 $30.7M 0.09% -18,996 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625,347 shares; 2024Q4: 1,827,038 shares; 2025Q1: 2,116,386 shares; 2025Q2: 2,699,801 shares; 2025Q3: 3,944,944 shares; 2025Q4: 4,646,069 shares; 2026Q1: 4,825,845 shares; 2026Q2: 5,415,646 shares 5,415,646 $30.4M 0.09% +589,801 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: 242,480 shares; 2024Q4: 220,818 shares; 2025Q1: 348,309 shares; 2025Q2: 208,508 shares; 2025Q3: 220,291 shares; 2025Q4: 225,655 shares; 2026Q1: 213,247 shares; 2026Q2: 223,055 shares 223,055 $30.3M 0.09% +9,808 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: 588,953 shares; 2024Q4: 139,361 shares; 2025Q1: 136,814 shares; 2025Q2: 132,180 shares; 2025Q3: 132,715 shares; 2025Q4: 131,174 shares; 2026Q1: 132,532 shares; 2026Q2: 132,277 shares 132,277 $29.3M 0.09% -255 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: 156,746 shares; 2024Q4: 166,980 shares; 2025Q1: 144,046 shares; 2025Q2: 135,680 shares; 2025Q3: 140,171 shares; 2025Q4: 141,905 shares; 2026Q1: 139,709 shares; 2026Q2: 380,803 shares 380,803 $28.8M 0.08% +241,094 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: 118,812 shares; 2024Q4: 117,834 shares; 2025Q1: 118,902 shares; 2025Q2: 120,103 shares; 2025Q3: 119,501 shares; 2025Q4: 114,291 shares; 2026Q1: 116,061 shares; 2026Q2: 125,271 shares 125,271 $28.4M 0.08% +9,210 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: 56,073 shares; 2024Q4: 58,540 shares; 2025Q1: 60,051 shares; 2025Q2: 57,968 shares; 2025Q3: 59,223 shares; 2025Q4: 65,028 shares; 2026Q1: 62,341 shares; 2026Q2: 74,493 shares 74,493 $28.2M 0.08% +12,152 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: 596,538 shares; 2024Q4: 540,397 shares; 2025Q1: 539,206 shares; 2025Q2: 1,043,864 shares; 2025Q3: 534,586 shares; 2025Q4: 534,717 shares; 2026Q1: 534,205 shares; 2026Q2: 518,814 shares 518,814 $28M 0.08% -15,391 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: 297,740 shares; 2024Q4: 945,642 shares; 2025Q1: 1,915,842 shares; 2025Q2: 961,956 shares; 2025Q3: 907,762 shares; 2025Q4: 902,359 shares; 2026Q1: 877,235 shares; 2026Q2: 878,572 shares 878,572 $27.9M 0.08% +1,337 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: 1,350,903 shares; 2024Q4: 1,334,970 shares; 2025Q1: 1,287,067 shares; 2025Q2: 1,328,825 shares; 2025Q3: 1,252,012 shares; 2025Q4: 1,196,428 shares; 2026Q1: 1,224,892 shares; 2026Q2: 1,125,924 shares 1,125,924 $27.6M 0.08% -98,968 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: 71,981 shares; 2024Q4: 73,245 shares; 2025Q1: 72,125 shares; 2025Q2: 61,908 shares; 2025Q3: 61,891 shares; 2025Q4: 63,963 shares; 2026Q1: 65,957 shares; 2026Q2: 67,218 shares 67,218 $26.8M 0.08% +1,261 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,765 shares; 2024Q4: 191,306 shares; 2025Q1: 390,261 shares; 2025Q2: 485,405 shares; 2025Q3: 506,632 shares; 2025Q4: 510,482 shares; 2026Q1: 510,259 shares; 2026Q2: 562,991 shares 562,991 $26.4M 0.08% +52,732 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: 149,742 shares; 2024Q4: 161,489 shares; 2025Q1: 168,891 shares; 2025Q2: 161,241 shares; 2025Q3: 163,332 shares; 2025Q4: 163,946 shares; 2026Q1: 175,795 shares; 2026Q2: 186,523 shares 186,523 $26.2M 0.08% +10,728 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: 32,552 shares; 2024Q4: 21,926 shares; 2025Q1: 41,298 shares; 2025Q2: 30,087 shares; 2025Q3: 28,869 shares; 2025Q4: 29,418 shares; 2026Q1: 35,369 shares; 2026Q2: 35,675 shares 35,675 $25.9M 0.08% +306 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: 84,178 shares; 2024Q4: 81,742 shares; 2025Q1: 86,474 shares; 2025Q2: 84,501 shares; 2025Q3: 87,894 shares; 2025Q4: 90,647 shares; 2026Q1: 116,263 shares; 2026Q2: 118,807 shares 118,807 $25.8M 0.08% +2,544 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: 48,377 shares; 2024Q4: 45,886 shares; 2025Q1: 45,964 shares; 2025Q2: 45,965 shares; 2025Q3: 45,973 shares; 2025Q4: 61,712 shares; 2026Q1: 87,243 shares; 2026Q2: 335,085 shares 335,085 $25.5M 0.07% +247,842 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,001 shares; 2024Q4: 335,197 shares; 2025Q1: 344,113 shares; 2025Q2: 349,566 shares; 2025Q3: 357,703 shares; 2025Q4: 356,659 shares; 2026Q1: 360,230 shares; 2026Q2: 371,203 shares 371,203 $25.4M 0.07% +10,973 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: 24,258 shares; 2024Q4: 26,228 shares; 2025Q1: 25,550 shares; 2025Q2: 24,162 shares; 2025Q3: 28,402 shares; 2025Q4: 29,949 shares; 2026Q1: 37,556 shares; 2026Q2: 54,904 shares 54,904 $25.2M 0.07% +17,348 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: 285,590 shares; 2024Q4: 266,819 shares; 2025Q1: 262,361 shares; 2025Q2: 264,679 shares; 2025Q3: 259,400 shares; 2025Q4: 280,622 shares; 2026Q1: 283,321 shares; 2026Q2: 286,279 shares 286,279 $25.2M 0.07% +2,958 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,961 shares; 2024Q4: 542,369 shares; 2025Q1: 1,142,736 shares; 2025Q2: 1,235,837 shares; 2025Q3: 1,411,760 shares; 2025Q4: 1,740,151 shares; 2026Q1: 2,035,040 shares; 2026Q2: 2,342,220 shares 2,342,220 $24.7M 0.07% +307,180 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,041 shares; 2024Q4: 388,168 shares; 2025Q1: 360,555 shares; 2025Q2: 338,228 shares; 2025Q3: 336,556 shares; 2025Q4: 355,002 shares; 2026Q1: 332,035 shares; 2026Q2: 313,129 shares 313,129 $24.7M 0.07% -18,906 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,810 shares; 2024Q4: 91,773 shares; 2025Q1: 93,770 shares; 2025Q2: 154,690 shares; 2025Q3: 95,140 shares; 2025Q4: 92,617 shares; 2026Q1: 100,162 shares; 2026Q2: 168,554 shares 168,554 $24.7M 0.07% +68,392 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,561,508 shares; 2024Q4: 5,667,317 shares; 2025Q1: 5,385,873 shares; 2025Q2: 5,391,376 shares; 2025Q3: 6,553,950 shares; 2025Q4: 7,151,436 shares; 2026Q1: 8,846,596 shares; 2026Q2: 9,983,466 shares 9,983,466 $24.2M 0.07% +1,136,870 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: 119,640 shares; 2024Q4: 118,170 shares; 2025Q1: 188,369 shares; 2025Q2: 119,589 shares; 2025Q3: 119,767 shares; 2025Q4: 122,022 shares; 2026Q1: 115,278 shares; 2026Q2: 130,365 shares 130,365 $24.1M 0.07% +15,087 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: 268,522 shares; 2024Q4: 1,286,200 shares; 2025Q1: 1,117,478 shares; 2025Q2: 3,298,657 shares; 2025Q3: 2,454,694 shares; 2025Q4: 1,207,150 shares; 2026Q1: 161,231 shares; 2026Q2: 31,515 shares 31,515 $24.1M 0.07% -129,716 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: 103,150 shares; 2024Q4: 102,378 shares; 2025Q1: 129,483 shares; 2025Q2: 103,024 shares; 2025Q3: 107,084 shares; 2025Q4: 118,791 shares; 2026Q1: 136,897 shares; 2026Q2: 153,797 shares 153,797 $24.1M 0.07% +16,900 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES 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: 1,203,628 shares; 2025Q4: 2,668,288 shares; 2026Q1: 3,808,702 shares; 2026Q2: 3,860,158 shares 3,860,158 $23.6M 0.07% +51,456 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: 428,765 shares; 2024Q4: 421,747 shares; 2025Q1: 313,052 shares; 2025Q2: 242,855 shares; 2025Q3: 224,591 shares; 2025Q4: 218,410 shares; 2026Q1: 213,106 shares; 2026Q2: 218,365 shares 218,365 $23.5M 0.07% +5,259 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: 246,255 shares; 2024Q4: 246,342 shares; 2025Q1: 236,695 shares; 2025Q2: 238,300 shares; 2025Q3: 239,108 shares; 2025Q4: 236,720 shares; 2026Q1: 233,799 shares; 2026Q2: 228,908 shares 228,908 $23.4M 0.07% -4,891 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,800 shares; 2024Q4: 68,423 shares; 2025Q1: 241,569 shares; 2025Q2: 142,237 shares; 2025Q3: 164,004 shares; 2025Q4: 197,866 shares; 2026Q1: 233,548 shares; 2026Q2: 203,003 shares 203,003 $23.2M 0.07% -30,545 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913,700 shares; 2024Q4: 912,875 shares; 2025Q1: 933,872 shares; 2025Q2: 933,033 shares; 2025Q3: 932,283 shares; 2025Q4: 929,903 shares; 2026Q1: 1,202,233 shares; 2026Q2: 1,280,177 shares 1,280,177 $22.9M 0.07% +77,944 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: 40,653 shares; 2024Q4: 37,353 shares; 2025Q1: 37,874 shares; 2025Q2: 36,433 shares; 2025Q3: 37,879 shares; 2025Q4: 45,604 shares; 2026Q1: 44,262 shares; 2026Q2: 45,952 shares 45,952 $22.9M 0.07% +1,690 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: 56,734 shares; 2024Q4: 53,918 shares; 2025Q1: 56,149 shares; 2025Q2: 115,165 shares; 2025Q3: 114,153 shares; 2025Q4: 116,405 shares; 2026Q1: 112,192 shares; 2026Q2: 113,408 shares 113,408 $22.8M 0.07% +1,216 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: 48,928 shares; 2024Q4: 48,219 shares; 2025Q1: 49,068 shares; 2025Q2: 51,138 shares; 2025Q3: 48,427 shares; 2025Q4: 53,867 shares; 2026Q1: 58,881 shares; 2026Q2: 56,403 shares 56,403 $22.6M 0.07% -2,478 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103,527 shares; 2024Q4: 1,488,106 shares; 2025Q1: 2,369,240 shares; 2025Q2: 3,115,983 shares; 2025Q3: 3,839,659 shares; 2025Q4: 3,786,017 shares; 2026Q1: 3,743,950 shares; 2026Q2: 3,487,291 shares 3,487,291 $22.5M 0.07% -256,659 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: 19,866 shares; 2024Q4: 17,961 shares; 2025Q1: 19,308 shares; 2025Q2: 18,895 shares; 2025Q3: 26,260 shares; 2025Q4: 28,231 shares; 2026Q1: 26,470 shares; 2026Q2: 42,683 shares 42,683 $22M 0.06% +16,213 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: 17,491 shares; 2024Q4: 18,867 shares; 2025Q1: 18,455 shares; 2025Q2: 19,007 shares; 2025Q3: 19,449 shares; 2025Q4: 19,290 shares; 2026Q1: 19,392 shares; 2026Q2: 19,195 shares 19,195 $21.8M 0.06% -197 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: 86,808 shares; 2024Q4: 88,595 shares; 2025Q1: 88,159 shares; 2025Q2: 85,367 shares; 2025Q3: 86,074 shares; 2025Q4: 85,653 shares; 2026Q1: 81,866 shares; 2026Q2: 95,806 shares 95,806 $21.5M 0.06% +13,940 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: 94,884 shares; 2024Q4: 104,448 shares; 2025Q1: 202,676 shares; 2025Q2: 98,474 shares; 2025Q3: 96,034 shares; 2025Q4: 177,122 shares; 2026Q1: 172,909 shares; 2026Q2: 180,906 shares 180,906 $21.2M 0.06% +7,997 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: 411,626 shares; 2024Q4: 360,739 shares; 2025Q1: 163,749 shares; 2025Q2: 282,076 shares; 2025Q3: 171,019 shares; 2025Q4: 208,886 shares; 2026Q1: 171,209 shares; 2026Q2: 309,582 shares 309,582 $21.2M 0.06% +138,373 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: 207,240 shares; 2024Q4: 209,904 shares; 2025Q1: 207,531 shares; 2025Q2: 207,580 shares; 2025Q3: 207,583 shares; 2025Q4: 207,417 shares; 2026Q1: 207,712 shares; 2026Q2: 214,812 shares 214,812 $21.1M 0.06% +7,100 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906,992 shares; 2024Q4: 879,250 shares; 2025Q1: 1,339,402 shares; 2025Q2: 1,353,935 shares; 2025Q3: 1,414,464 shares; 2025Q4: 1,368,978 shares; 2026Q1: 1,332,860 shares; 2026Q2: 1,524,934 shares 1,524,934 $21.1M 0.06% +192,074 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: 10,795 shares; 2025Q1: 18,764 shares; 2025Q2: 19,158 shares; 2025Q3: 19,097 shares; 2025Q4: 20,715 shares; 2026Q1: 20,756 shares; 2026Q2: 21,768 shares 21,768 $21M 0.06% +1,012 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399,132 shares; 2024Q4: 4,795,139 shares; 2025Q1: 4,966,110 shares; 2025Q2: 4,468,577 shares; 2025Q3: 3,653,425 shares; 2025Q4: 2,235,622 shares; 2026Q1: 2,768,912 shares; 2026Q2: 3,566,538 shares 3,566,538 $21M 0.06% +797,626 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: 238,924 shares; 2024Q4: 242,100 shares; 2025Q1: 475,250 shares; 2025Q2: 235,172 shares; 2025Q3: 233,348 shares; 2025Q4: 460,736 shares; 2026Q1: 461,878 shares; 2026Q2: 459,124 shares 459,124 $20.8M 0.06% -2,754 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: 185,698 shares; 2024Q4: 212,824 shares; 2025Q1: 411,870 shares; 2025Q2: 203,296 shares; 2025Q3: 196,327 shares; 2025Q4: 374,352 shares; 2026Q1: 374,458 shares; 2026Q2: 389,202 shares 389,202 $20.7M 0.06% +14,744 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: 54,543 shares; 2024Q4: 52,285 shares; 2025Q1: 77,786 shares; 2025Q2: 51,914 shares; 2025Q3: 53,291 shares; 2025Q4: 54,300 shares; 2026Q1: 51,207 shares; 2026Q2: 50,577 shares 50,577 $20.6M 0.06% -630 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295,766 shares; 2024Q4: 1,165,243 shares; 2025Q1: 1,141,321 shares; 2025Q2: 1,057,366 shares; 2025Q3: 986,997 shares; 2025Q4: 767,689 shares; 2026Q1: 801,114 shares; 2026Q2: 756,039 shares 756,039 $20.3M 0.06% -45,075 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: 408,348 shares; 2024Q4: 414,546 shares; 2025Q1: 778,432 shares; 2025Q2: 381,243 shares; 2025Q3: 384,521 shares; 2025Q4: 385,580 shares; 2026Q1: 353,373 shares; 2026Q2: 378,289 shares 378,289 $20.3M 0.06% +24,916 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: 68,125 shares; 2024Q4: 70,276 shares; 2025Q1: 106,181 shares; 2025Q2: 75,291 shares; 2025Q3: 77,943 shares; 2025Q4: 75,438 shares; 2026Q1: 78,923 shares; 2026Q2: 82,009 shares 82,009 $20.2M 0.06% +3,086 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,309 shares; 2024Q4: 16,447 shares; 2025Q1: 15,506 shares; 2025Q2: 14,681 shares; 2025Q3: 14,871 shares; 2025Q4: 14,472 shares; 2026Q1: 14,867 shares; 2026Q2: 14,531 shares 14,531 $19.8M 0.06% -336 Timeline AVES 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: 220,514 shares; 2024Q4: 241,560 shares; 2025Q1: 275,120 shares; 2025Q2: 292,432 shares; 2025Q3: 300,045 shares; 2025Q4: 308,386 shares; 2026Q1: 303,699 shares; 2026Q2: 300,914 shares 300,914 $19.7M 0.06% -2,785 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: 190,604 shares; 2024Q4: 154,850 shares; 2025Q1: 258,690 shares; 2025Q2: 188,014 shares; 2025Q3: 197,179 shares; 2025Q4: 201,068 shares; 2026Q1: 203,775 shares; 2026Q2: 207,550 shares 207,550 $19.6M 0.06% +3,775 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: 108,707 shares; 2024Q4: 116,853 shares; 2025Q1: 210,240 shares; 2025Q2: 144,283 shares; 2025Q3: 157,708 shares; 2025Q4: 166,799 shares; 2026Q1: 163,861 shares; 2026Q2: 165,892 shares 165,892 $19.4M 0.06% +2,031 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: 41,808 shares; 2024Q4: 37,298 shares; 2025Q1: 37,612 shares; 2025Q2: 37,787 shares; 2025Q3: 38,712 shares; 2025Q4: 39,195 shares; 2026Q1: 39,331 shares; 2026Q2: 39,458 shares 39,458 $19.4M 0.06% +127 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: 101,156 shares; 2025Q1: 118,086 shares; 2025Q2: 113,752 shares; 2025Q3: 107,765 shares; 2025Q4: 108,795 shares; 2026Q1: 107,185 shares; 2026Q2: 113,832 shares 113,832 $19.4M 0.06% +6,647 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,977 shares; 2024Q4: 183,619 shares; 2025Q1: 169,370 shares; 2025Q2: 181,023 shares; 2025Q3: 185,115 shares; 2025Q4: 183,964 shares; 2026Q1: 178,925 shares; 2026Q2: 186,133 shares 186,133 $19.4M 0.06% +7,208 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: 51,583 shares; 2024Q4: 52,061 shares; 2025Q1: 49,445 shares; 2025Q2: 48,676 shares; 2025Q3: 46,004 shares; 2025Q4: 32,877 shares; 2026Q1: 25,488 shares; 2026Q2: 22,536 shares 22,536 $19.4M 0.06% -2,952 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,568 shares; 2024Q4: 85,249 shares; 2025Q1: 91,592 shares; 2025Q2: 80,094 shares; 2025Q3: 90,118 shares; 2025Q4: 97,090 shares; 2026Q1: 129,408 shares; 2026Q2: 125,522 shares 125,522 $19.3M 0.06% -3,886 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: 466,557 shares; 2024Q4: 437,001 shares; 2025Q1: 484,626 shares; 2025Q2: 515,132 shares; 2025Q3: 523,578 shares; 2025Q4: 512,167 shares; 2026Q1: 532,441 shares; 2026Q2: 455,418 shares 455,418 $19.3M 0.06% -77,023 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,332 shares; 2025Q3: 78,232 shares; 2025Q4: 99,715 shares; 2026Q1: 114,456 shares; 2026Q2: 145,170 shares 145,170 $19.3M 0.06% +30,714 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,525 shares; 2024Q4: 308,384 shares; 2025Q1: 344,538 shares; 2025Q2: 331,306 shares; 2025Q3: 345,805 shares; 2025Q4: 245,062 shares; 2026Q1: 98,361 shares; 2026Q2: 87,890 shares 87,890 $19.3M 0.06% -10,471 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND 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: 1,322,076 shares; 2025Q4: 1,389,314 shares; 2026Q1: 1,478,721 shares; 2026Q2: 2,162,194 shares 2,162,194 $19.3M 0.06% +683,473 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: 4,321 shares; 2024Q4: 4,389 shares; 2025Q1: 4,330 shares; 2025Q2: 3,921 shares; 2025Q3: 4,223 shares; 2025Q4: 4,159 shares; 2026Q1: 4,258 shares; 2026Q2: 107,014 shares 107,014 $19.1M 0.06% +102,756 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: 423,518 shares; 2024Q4: 415,145 shares; 2025Q1: 430,450 shares; 2025Q2: 377,887 shares; 2025Q3: 345,040 shares; 2025Q4: 406,939 shares; 2026Q1: 336,665 shares; 2026Q2: 273,030 shares 273,030 $19.1M 0.06% -63,635 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: 222,285 shares; 2024Q4: 189,874 shares; 2025Q1: 163,135 shares; 2025Q2: 179,803 shares; 2025Q3: 180,776 shares; 2025Q4: 181,925 shares; 2026Q1: 169,297 shares; 2026Q2: 181,276 shares 181,276 $18.8M 0.05% +11,979 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: 702,128 shares; 2024Q4: 719,915 shares; 2025Q1: 754,456 shares; 2025Q2: 798,042 shares; 2025Q3: 813,400 shares; 2025Q4: 760,490 shares; 2026Q1: 805,069 shares; 2026Q2: 903,010 shares 903,010 $18.8M 0.05% +97,941 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,141,763 shares; 2024Q4: 2,474,029 shares; 2025Q1: 3,117,257 shares; 2025Q2: 3,486,112 shares; 2025Q3: 3,559,421 shares; 2025Q4: 3,298,493 shares; 2026Q1: 3,198,230 shares; 2026Q2: 3,011,573 shares 3,011,573 $18.5M 0.05% -186,657 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,860 shares; 2024Q4: 155,987 shares; 2025Q1: 153,253 shares; 2025Q2: 154,790 shares; 2025Q3: 159,570 shares; 2025Q4: 178,798 shares; 2026Q1: 178,502 shares; 2026Q2: 181,284 shares 181,284 $18.5M 0.05% +2,782 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: 25,100 shares; 2024Q4: 25,850 shares; 2025Q1: 25,955 shares; 2025Q2: 23,362 shares; 2025Q3: 23,479 shares; 2025Q4: 23,559 shares; 2026Q1: 23,894 shares; 2026Q2: 24,352 shares 24,352 $18.4M 0.05% +458 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796,447 shares; 2024Q4: 822,356 shares; 2025Q1: 840,777 shares; 2025Q2: 838,941 shares; 2025Q3: 871,431 shares; 2025Q4: 930,054 shares; 2026Q1: 1,343,586 shares; 2026Q2: 948,805 shares 948,805 $18.1M 0.05% -394,781 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: 57,457 shares; 2024Q4: 56,345 shares; 2025Q1: 56,698 shares; 2025Q2: 58,725 shares; 2025Q3: 59,472 shares; 2025Q4: 58,427 shares; 2026Q1: 57,787 shares; 2026Q2: 68,758 shares 68,758 $17.6M 0.05% +10,971 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: 14,944 shares; 2024Q4: 15,816 shares; 2025Q1: 13,916 shares; 2025Q2: 20,250 shares; 2025Q3: 25,805 shares; 2025Q4: 31,482 shares; 2026Q1: 31,206 shares; 2026Q2: 26,838 shares 26,838 $17.4M 0.05% -4,368 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,229 shares; 2024Q4: 274,901 shares; 2025Q1: 340,128 shares; 2025Q2: 280,159 shares; 2025Q3: 301,546 shares; 2025Q4: 345,053 shares; 2026Q1: 325,687 shares; 2026Q2: 358,915 shares 358,915 $17.2M 0.05% +33,228 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: 26,508 shares; 2024Q4: 26,762 shares; 2025Q1: 26,873 shares; 2025Q2: 25,647 shares; 2025Q3: 26,180 shares; 2025Q4: 25,991 shares; 2026Q1: 23,600 shares; 2026Q2: 24,034 shares 24,034 $17.2M 0.05% +434 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: 52,783 shares; 2024Q4: 45,814 shares; 2025Q1: 49,305 shares; 2025Q2: 61,879 shares; 2025Q3: 63,278 shares; 2025Q4: 56,134 shares; 2026Q1: 53,886 shares; 2026Q2: 51,081 shares 51,081 $17.1M 0.05% -2,805 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: 101,048 shares; 2024Q4: 104,725 shares; 2025Q1: 106,336 shares; 2025Q2: 110,266 shares; 2025Q3: 111,301 shares; 2025Q4: 114,310 shares; 2026Q1: 117,973 shares; 2026Q2: 134,083 shares 134,083 $17M 0.05% +16,110 Timeline AVLV 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: 96,604 shares; 2024Q4: 95,286 shares; 2025Q1: 103,958 shares; 2025Q2: 116,606 shares; 2025Q3: 144,171 shares; 2025Q4: 163,223 shares; 2026Q1: 172,007 shares; 2026Q2: 186,096 shares 186,096 $17M 0.05% +14,089 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: 79,162 shares; 2024Q4: 70,101 shares; 2025Q1: 70,437 shares; 2025Q2: 61,579 shares; 2025Q3: 63,686 shares; 2025Q4: 67,457 shares; 2026Q1: 73,135 shares; 2026Q2: 99,855 shares 99,855 $16.9M 0.05% +26,720 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,152 shares; 2024Q4: 35,869 shares; 2025Q1: 43,280 shares; 2025Q2: 61,031 shares; 2025Q3: 67,424 shares; 2025Q4: 64,140 shares; 2026Q1: 73,856 shares; 2026Q2: 64,668 shares 64,668 $16.9M 0.05% -9,188 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: 53,436 shares; 2024Q4: 36,989 shares; 2025Q1: 49,743 shares; 2025Q2: 49,371 shares; 2025Q3: 47,496 shares; 2025Q4: 46,892 shares; 2026Q1: 49,009 shares; 2026Q2: 50,579 shares 50,579 $16.7M 0.05% +1,570 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: 18,551 shares; 2024Q4: 17,785 shares; 2025Q1: 27,196 shares; 2025Q2: 16,916 shares; 2025Q3: 16,423 shares; 2025Q4: 19,147 shares; 2026Q1: 18,187 shares; 2026Q2: 16,932 shares 16,932 $16.6M 0.05% -1,255 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: 158,174 shares; 2024Q4: 163,810 shares; 2025Q1: 165,197 shares; 2025Q2: 159,153 shares; 2025Q3: 162,986 shares; 2025Q4: 166,928 shares; 2026Q1: 176,236 shares; 2026Q2: 174,752 shares 174,752 $16.6M 0.05% -1,484 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: 56,877 shares; 2024Q4: 53,817 shares; 2025Q1: 52,398 shares; 2025Q2: 52,403 shares; 2025Q3: 51,788 shares; 2025Q4: 56,895 shares; 2026Q1: 56,253 shares; 2026Q2: 58,960 shares 58,960 $16.6M 0.05% +2,707 Timeline SPYX 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: 335,269 shares; 2024Q4: 335,269 shares; 2025Q1: 336,191 shares; 2025Q2: 333,841 shares; 2025Q3: 279,145 shares; 2025Q4: 266,117 shares; 2026Q1: 266,117 shares; 2026Q2: 269,933 shares 269,933 $16.5M 0.05% +3,816 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: 52,392 shares; 2024Q4: 52,763 shares; 2025Q1: 53,251 shares; 2025Q2: 53,179 shares; 2025Q3: 53,380 shares; 2025Q4: 52,801 shares; 2026Q1: 52,337 shares; 2026Q2: 51,535 shares 51,535 $16.4M 0.05% -802 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG 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: 1,078,357 shares; 2026Q2: 1,581,917 shares 1,581,917 $16.3M 0.05% +503,560 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: 296,594 shares; 2024Q4: 294,607 shares; 2025Q1: 287,360 shares; 2025Q2: 269,690 shares; 2025Q3: 275,296 shares; 2025Q4: 255,864 shares; 2026Q1: 269,596 shares; 2026Q2: 268,149 shares 268,149 $16.3M 0.05% -1,447 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: 186,786 shares; 2024Q4: 179,125 shares; 2025Q1: 187,988 shares; 2025Q2: 154,042 shares; 2025Q3: 148,436 shares; 2025Q4: 151,138 shares; 2026Q1: 147,284 shares; 2026Q2: 155,928 shares 155,928 $16M 0.05% +8,644 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197,409 shares; 2024Q4: 1,196,302 shares; 2025Q1: 1,164,698 shares; 2025Q2: 969,356 shares; 2025Q3: 952,563 shares; 2025Q4: 933,477 shares; 2026Q1: 910,227 shares; 2026Q2: 891,906 shares 891,906 $16M 0.05% -18,321 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: 646,871 shares; 2024Q4: 560,936 shares; 2025Q1: 850,939 shares; 2025Q2: 515,514 shares; 2025Q3: 547,456 shares; 2025Q4: 569,075 shares; 2026Q1: 635,026 shares; 2026Q2: 652,887 shares 652,887 $15.8M 0.05% +17,861 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: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 122,164 shares; 2025Q2: 247,509 shares; 2025Q3: 260,580 shares; 2025Q4: 283,734 shares; 2026Q1: 302,401 shares; 2026Q2: 331,668 shares 331,668 $15.7M 0.05% +29,267 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: 162,061 shares; 2024Q4: 175,128 shares; 2025Q1: 161,675 shares; 2025Q2: 167,141 shares; 2025Q3: 177,178 shares; 2025Q4: 199,229 shares; 2026Q1: 200,521 shares; 2026Q2: 217,623 shares 217,623 $15.7M 0.05% +17,102 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522,793 shares; 2024Q4: 554,854 shares; 2025Q1: 551,268 shares; 2025Q2: 526,340 shares; 2025Q3: 530,226 shares; 2025Q4: 434,215 shares; 2026Q1: 508,827 shares; 2026Q2: 500,066 shares 500,066 $15.7M 0.05% -8,761 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140,988 shares; 2024Q4: 1,768,057 shares; 2025Q1: 3,536,764 shares; 2025Q2: 1,768,753 shares; 2025Q3: 2,184,553 shares; 2025Q4: 2,184,958 shares; 2026Q1: 302,443 shares; 2026Q2: 700,847 shares 700,847 $15.6M 0.05% +398,404 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: 131,332 shares; 2024Q4: 102,115 shares; 2025Q1: 122,466 shares; 2025Q2: 142,440 shares; 2025Q3: 157,917 shares; 2025Q4: 174,927 shares; 2026Q1: 180,681 shares; 2026Q2: 166,464 shares 166,464 $15.6M 0.05% -14,217 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,614 shares; 2024Q4: 525,287 shares; 2025Q1: 523,713 shares; 2025Q2: 472,925 shares; 2025Q3: 463,884 shares; 2025Q4: 463,737 shares; 2026Q1: 461,532 shares; 2026Q2: 277,449 shares 277,449 $15.5M 0.05% -184,083 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,822 shares; 2024Q4: 151,833 shares; 2025Q1: 145,144 shares; 2025Q2: 139,851 shares; 2025Q3: 140,527 shares; 2025Q4: 139,347 shares; 2026Q1: 275,128 shares; 2026Q2: 272,657 shares 272,657 $15.4M 0.04% -2,471 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: 107,005 shares; 2024Q4: 105,481 shares; 2025Q1: 96,100 shares; 2025Q2: 88,804 shares; 2025Q3: 97,360 shares; 2025Q4: 95,603 shares; 2026Q1: 106,738 shares; 2026Q2: 130,539 shares 130,539 $15.4M 0.04% +23,801 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,008 shares; 2024Q4: 54,137 shares; 2025Q1: 53,494 shares; 2025Q2: 46,730 shares; 2025Q3: 42,343 shares; 2025Q4: 33,612 shares; 2026Q1: 32,400 shares; 2026Q2: 56,114 shares 56,114 $15.3M 0.04% +23,714 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: 14,485 shares; 2024Q4: 13,690 shares; 2025Q1: 13,345 shares; 2025Q2: 12,074 shares; 2025Q3: 12,428 shares; 2025Q4: 11,674 shares; 2026Q1: 12,009 shares; 2026Q2: 10,932 shares 10,932 $15.2M 0.04% -1,077 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,761 shares; 2024Q4: 265,090 shares; 2025Q1: 258,198 shares; 2025Q2: 226,358 shares; 2025Q3: 216,712 shares; 2025Q4: 214,916 shares; 2026Q1: 216,104 shares; 2026Q2: 175,434 shares 175,434 $15.2M 0.04% -40,670 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: 199,218 shares; 2024Q4: 160,142 shares; 2025Q1: 203,743 shares; 2025Q2: 196,887 shares; 2025Q3: 229,240 shares; 2025Q4: 265,086 shares; 2026Q1: 267,267 shares; 2026Q2: 367,601 shares 367,601 $15.2M 0.04% +100,334 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 17,236 shares; 2025Q2: 8,156 shares; 2025Q3: 12,257 shares; 2025Q4: 11,817 shares; 2026Q1: 8,450 shares; 2026Q2: 87,514 shares 87,514 $15.2M 0.04% +79,064 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,056 shares; 2024Q4: 36,487 shares; 2025Q1: 34,477 shares; 2025Q2: 33,316 shares; 2025Q3: 32,348 shares; 2025Q4: 34,616 shares; 2026Q1: 31,213 shares; 2026Q2: 39,013 shares 39,013 $15.1M 0.04% +7,800 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: 188,950 shares; 2024Q4: 210,867 shares; 2025Q1: 216,653 shares; 2025Q2: 247,287 shares; 2025Q3: 208,431 shares; 2025Q4: 185,853 shares; 2026Q1: 226,925 shares; 2026Q2: 260,552 shares 260,552 $15.1M 0.04% +33,627 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437,737 shares; 2026Q1: 815,689 shares; 2026Q2: 1,349,894 shares 1,349,894 $15.1M 0.04% +534,205 Timeline VTWO 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: 101,559 shares; 2024Q4: 94,096 shares; 2025Q1: 94,851 shares; 2025Q2: 101,200 shares; 2025Q3: 99,870 shares; 2025Q4: 116,984 shares; 2026Q1: 119,862 shares; 2026Q2: 123,634 shares 123,634 $15M 0.04% +3,772 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: 46,646 shares; 2024Q4: 51,085 shares; 2025Q1: 47,134 shares; 2025Q2: 51,383 shares; 2025Q3: 49,750 shares; 2025Q4: 46,123 shares; 2026Q1: 48,350 shares; 2026Q2: 53,975 shares 53,975 $14.9M 0.04% +5,625 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: 99,551 shares; 2024Q4: 91,351 shares; 2025Q1: 137,695 shares; 2025Q2: 93,714 shares; 2025Q3: 95,511 shares; 2025Q4: 98,196 shares; 2026Q1: 103,174 shares; 2026Q2: 109,452 shares 109,452 $14.9M 0.04% +6,278 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: 50,835 shares; 2024Q4: 31,851 shares; 2025Q1: 35,769 shares; 2025Q2: 56,257 shares; 2025Q3: 56,275 shares; 2025Q4: 55,032 shares; 2026Q1: 94,679 shares; 2026Q2: 195,545 shares 195,545 $14.8M 0.04% +100,866 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,582 shares; 2024Q4: 61,050 shares; 2025Q1: 50,980 shares; 2025Q2: 48,252 shares; 2025Q3: 45,021 shares; 2025Q4: 88,610 shares; 2026Q1: 86,982 shares; 2026Q2: 90,324 shares 90,324 $14.8M 0.04% +3,342 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: 51,320 shares; 2024Q4: 51,115 shares; 2025Q1: 63,258 shares; 2025Q2: 61,782 shares; 2025Q3: 58,062 shares; 2025Q4: 56,242 shares; 2026Q1: 55,763 shares; 2026Q2: 58,678 shares 58,678 $14.8M 0.04% +2,915 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,574 shares; 2024Q4: 17,120 shares; 2025Q1: 97,121 shares; 2025Q2: 133,196 shares; 2025Q3: 211,872 shares; 2025Q4: 251,029 shares; 2026Q1: 256,144 shares; 2026Q2: 449,110 shares 449,110 $14.6M 0.04% +192,966 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,159 shares; 2024Q4: 42,190 shares; 2025Q1: 41,328 shares; 2025Q2: 39,684 shares; 2025Q3: 40,095 shares; 2025Q4: 38,348 shares; 2026Q1: 36,702 shares; 2026Q2: 36,874 shares 36,874 $14.6M 0.04% +172 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: 25,794 shares; 2024Q4: 26,469 shares; 2025Q1: 27,579 shares; 2025Q2: 25,841 shares; 2025Q3: 24,958 shares; 2025Q4: 25,768 shares; 2026Q1: 26,491 shares; 2026Q2: 28,500 shares 28,500 $14.5M 0.04% +2,009 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: 337,744 shares; 2024Q4: 44,050 shares; 2025Q1: 44,086 shares; 2025Q2: 58,919 shares; 2025Q3: 58,838 shares; 2025Q4: 59,711 shares; 2026Q1: 54,601 shares; 2026Q2: 88,518 shares 88,518 $14.5M 0.04% +33,917 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,626 shares 132,626 $14.5M 0.04% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,223 shares; 2025Q1: 102,446 shares; 2025Q2: 202,873 shares; 2025Q3: 1,446,054 shares; 2025Q4: 1,353,339 shares; 2026Q1: 1,118,178 shares; 2026Q2: 1,063,041 shares 1,063,041 $14.4M 0.04% -55,137 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: 371,593 shares; 2024Q4: 366,519 shares; 2025Q1: 299,509 shares; 2025Q2: 286,544 shares; 2025Q3: 268,276 shares; 2025Q4: 351,025 shares; 2026Q1: 297,184 shares; 2026Q2: 265,877 shares 265,877 $14.4M 0.04% -31,307 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: 89,986 shares; 2024Q4: 85,819 shares; 2025Q1: 115,914 shares; 2025Q2: 80,979 shares; 2025Q3: 80,881 shares; 2025Q4: 84,361 shares; 2026Q1: 81,005 shares; 2026Q2: 67,102 shares 67,102 $14.3M 0.04% -13,903 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: 453,228 shares; 2024Q4: 370,954 shares; 2025Q1: 738,918 shares; 2025Q2: 732,846 shares; 2025Q3: 372,367 shares; 2025Q4: 355,418 shares; 2026Q1: 346,106 shares; 2026Q2: 394,360 shares 394,360 $14.3M 0.04% +48,254 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,353 shares; 2024Q4: 104,491 shares; 2025Q1: 126,248 shares; 2025Q2: 97,783 shares; 2025Q3: 122,308 shares; 2025Q4: 130,052 shares; 2026Q1: 147,464 shares; 2026Q2: 148,908 shares 148,908 $14.3M 0.04% +1,444 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: 31,384 shares; 2024Q4: 38,428 shares; 2025Q1: 53,153 shares; 2025Q2: 56,205 shares; 2025Q3: 57,873 shares; 2025Q4: 53,687 shares; 2026Q1: 55,824 shares; 2026Q2: 55,772 shares 55,772 $14.2M 0.04% -52 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: 51,783 shares; 2024Q4: 51,637 shares; 2025Q1: 50,989 shares; 2025Q2: 47,730 shares; 2025Q3: 47,614 shares; 2025Q4: 47,446 shares; 2026Q1: 48,421 shares; 2026Q2: 52,220 shares 52,220 $14.2M 0.04% +3,799 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: 159,382 shares; 2024Q4: 145,341 shares; 2025Q1: 136,448 shares; 2025Q2: 141,702 shares; 2025Q3: 142,382 shares; 2025Q4: 145,091 shares; 2026Q1: 146,026 shares; 2026Q2: 160,649 shares 160,649 $14.1M 0.04% +14,623 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,667 shares; 2024Q4: 10,656 shares; 2025Q1: 10,428 shares; 2025Q2: 8,518 shares; 2025Q3: 8,588 shares; 2025Q4: 8,099 shares; 2026Q1: 8,101 shares; 2026Q2: 7,119 shares 7,119 $14.1M 0.04% -982 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: 32,078 shares; 2024Q4: 19,107 shares; 2025Q1: 23,207 shares; 2025Q2: 30,551 shares; 2025Q3: 28,902 shares; 2025Q4: 34,355 shares; 2026Q1: 42,330 shares; 2026Q2: 32,623 shares 32,623 $14.1M 0.04% -9,707 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,307 shares; 2024Q4: 477,024 shares; 2025Q1: 473,454 shares; 2025Q2: 472,246 shares; 2025Q3: 537,834 shares; 2025Q4: 584,325 shares; 2026Q1: 590,654 shares; 2026Q2: 597,092 shares 597,092 $14.1M 0.04% +6,438 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346,048 shares 346,048 $14.1M 0.04% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,641 shares; 2024Q4: 221,683 shares; 2025Q1: 223,227 shares; 2025Q2: 219,217 shares; 2025Q3: 219,217 shares; 2025Q4: 212,695 shares; 2026Q1: 208,784 shares; 2026Q2: 207,546 shares 207,546 $14M 0.04% -1,238 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: 39,719 shares; 2024Q4: 39,162 shares; 2025Q1: 44,011 shares; 2025Q2: 50,246 shares; 2025Q3: 51,000 shares; 2025Q4: 50,567 shares; 2026Q1: 51,596 shares; 2026Q2: 53,664 shares 53,664 $14M 0.04% +2,068 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: 63,403 shares; 2024Q4: 62,731 shares; 2025Q1: 58,600 shares; 2025Q2: 60,282 shares; 2025Q3: 59,431 shares; 2025Q4: 60,070 shares; 2026Q1: 61,355 shares; 2026Q2: 61,582 shares 61,582 $13.8M 0.04% +227 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: 63,200 shares; 2024Q4: 106,139 shares; 2025Q1: 94,839 shares; 2025Q2: 105,576 shares; 2025Q3: 111,875 shares; 2025Q4: 77,269 shares; 2026Q1: 79,243 shares; 2026Q2: 87,030 shares 87,030 $13.7M 0.04% +7,787 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: 129,210 shares; 2024Q4: 131,677 shares; 2025Q1: 134,471 shares; 2025Q2: 133,538 shares; 2025Q3: 135,002 shares; 2025Q4: 132,872 shares; 2026Q1: 135,153 shares; 2026Q2: 141,796 shares 141,796 $13.6M 0.04% +6,643 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: 12,977 shares; 2024Q4: 13,489 shares; 2025Q1: 13,228 shares; 2025Q2: 12,975 shares; 2025Q3: 12,369 shares; 2025Q4: 12,350 shares; 2026Q1: 12,745 shares; 2026Q2: 13,005 shares 13,005 $13.6M 0.04% +260 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,663 shares; 2024Q4: 41,667 shares; 2025Q1: 39,198 shares; 2025Q2: 37,237 shares; 2025Q3: 37,413 shares; 2025Q4: 38,938 shares; 2026Q1: 38,692 shares; 2026Q2: 40,897 shares 40,897 $13.6M 0.04% +2,205 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: 74,851 shares; 2024Q4: 78,947 shares; 2025Q1: 67,296 shares; 2025Q2: 62,964 shares; 2025Q3: 66,545 shares; 2025Q4: 67,887 shares; 2026Q1: 71,361 shares; 2026Q2: 86,786 shares 86,786 $13.6M 0.04% +15,425 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: 50,010 shares; 2024Q4: 49,767 shares; 2025Q1: 50,678 shares; 2025Q2: 49,979 shares; 2025Q3: 50,798 shares; 2025Q4: 53,004 shares; 2026Q1: 53,372 shares; 2026Q2: 56,841 shares 56,841 $13.6M 0.04% +3,469 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: 137,623 shares; 2024Q4: 138,013 shares; 2025Q1: 143,199 shares; 2025Q2: 141,757 shares; 2025Q3: 156,326 shares; 2025Q4: 154,376 shares; 2026Q1: 173,533 shares; 2026Q2: 181,905 shares 181,905 $13.5M 0.04% +8,372 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: 8,728 shares; 2024Q4: 9,092 shares; 2025Q1: 14,159 shares; 2025Q2: 125,952 shares; 2025Q3: 140,076 shares; 2025Q4: 139,676 shares; 2026Q1: 149,017 shares; 2026Q2: 146,373 shares 146,373 $13.5M 0.04% -2,644 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,995 shares; 2024Q4: 13,557 shares; 2025Q1: 16,833 shares; 2025Q2: 26,198 shares; 2025Q3: 21,038 shares; 2025Q4: 25,726 shares; 2026Q1: 47,668 shares; 2026Q2: 75,202 shares 75,202 $13.4M 0.04% +27,534 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,008 shares; 2024Q4: 94,628 shares; 2025Q1: 101,116 shares; 2025Q2: 105,238 shares; 2025Q3: 108,078 shares; 2025Q4: 105,289 shares; 2026Q1: 102,355 shares; 2026Q2: 105,398 shares 105,398 $13.4M 0.04% +3,043 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,029 shares; 2024Q4: 13,704 shares; 2025Q1: 14,032 shares; 2025Q2: 13,440 shares; 2025Q3: 15,587 shares; 2025Q4: 15,255 shares; 2026Q1: 16,049 shares; 2026Q2: 23,837 shares 23,837 $13.4M 0.04% +7,788 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P 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: 377,897 shares 377,897 $13.3M 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,957 shares 59,957 $13.3M 0.04% new 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: 770,092 shares; 2024Q4: 868,971 shares; 2025Q1: 856,459 shares; 2025Q2: 861,185 shares; 2025Q3: 864,383 shares; 2025Q4: 933,437 shares; 2026Q1: 952,980 shares; 2026Q2: 960,636 shares 960,636 $13.3M 0.04% +7,656 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,602 shares; 2024Q4: 66,707 shares; 2025Q1: 67,189 shares; 2025Q2: 125,382 shares; 2025Q3: 67,133 shares; 2025Q4: 66,600 shares; 2026Q1: 65,246 shares; 2026Q2: 65,378 shares 65,378 $13.2M 0.04% +132 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: 257,147 shares; 2024Q4: 404,609 shares; 2025Q1: 412,166 shares; 2025Q2: 399,331 shares; 2025Q3: 356,014 shares; 2025Q4: 342,439 shares; 2026Q1: 328,956 shares; 2026Q2: 329,461 shares 329,461 $13.2M 0.04% +505 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: 304,651 shares; 2024Q4: 310,037 shares; 2025Q1: 321,646 shares; 2025Q2: 324,532 shares; 2025Q3: 328,559 shares; 2025Q4: 327,424 shares; 2026Q1: 330,404 shares; 2026Q2: 358,567 shares 358,567 $13.2M 0.04% +28,163 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,268 shares; 2024Q4: 44,720 shares; 2025Q1: 53,286 shares; 2025Q2: 49,383 shares; 2025Q3: 50,196 shares; 2025Q4: 47,379 shares; 2026Q1: 52,210 shares; 2026Q2: 46,474 shares 46,474 $13.2M 0.04% -5,736 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,004 shares; 2024Q4: 195,524 shares; 2025Q1: 195,736 shares; 2025Q2: 176,327 shares; 2025Q3: 165,018 shares; 2025Q4: 163,021 shares; 2026Q1: 207,766 shares; 2026Q2: 213,263 shares 213,263 $13.2M 0.04% +5,497 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: 58,622 shares 58,622 $13.2M 0.04% new Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,899 shares; 2024Q4: 519,158 shares; 2025Q1: 764,403 shares; 2025Q2: 994,381 shares; 2025Q3: 1,331,675 shares; 2025Q4: 1,322,834 shares; 2026Q1: 1,283,877 shares; 2026Q2: 1,188,486 shares 1,188,486 $13.1M 0.04% -95,391 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: 268,795 shares; 2024Q4: 255,497 shares; 2025Q1: 253,309 shares; 2025Q2: 270,766 shares; 2025Q3: 268,329 shares; 2025Q4: 41,509 shares; 2026Q1: 28,776 shares; 2026Q2: 88,462 shares 88,462 $13.1M 0.04% +59,686 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,771 shares; 2024Q4: 354,175 shares; 2025Q1: 353,781 shares; 2025Q2: 639,256 shares; 2025Q3: 313,433 shares; 2025Q4: 257,530 shares; 2026Q1: 251,861 shares; 2026Q2: 249,413 shares 249,413 $13.1M 0.04% -2,448 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,267 shares; 2024Q4: 124,923 shares; 2025Q1: 120,137 shares; 2025Q2: 124,189 shares; 2025Q3: 117,158 shares; 2025Q4: 115,403 shares; 2026Q1: 126,476 shares; 2026Q2: 135,441 shares 135,441 $13.1M 0.04% +8,965 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: 77,731 shares; 2024Q4: 82,647 shares; 2025Q1: 156,542 shares; 2025Q2: 76,476 shares; 2025Q3: 75,755 shares; 2025Q4: 71,163 shares; 2026Q1: 68,156 shares; 2026Q2: 70,393 shares 70,393 $13M 0.04% +2,237 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: 44,609 shares; 2024Q4: 45,194 shares; 2025Q1: 46,318 shares; 2025Q2: 47,016 shares; 2025Q3: 46,762 shares; 2025Q4: 48,160 shares; 2026Q1: 53,805 shares; 2026Q2: 57,081 shares 57,081 $13M 0.04% +3,276 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: 73,030 shares; 2024Q4: 141,194 shares; 2025Q1: 99,943 shares; 2025Q2: 80,547 shares; 2025Q3: 76,073 shares; 2025Q4: 56,097 shares; 2026Q1: 57,838 shares; 2026Q2: 60,889 shares 60,889 $13M 0.04% +3,051 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,257 shares; 2024Q4: 11,258 shares; 2025Q1: 11,246 shares; 2025Q2: 11,280 shares; 2025Q3: 11,269 shares; 2025Q4: 11,270 shares; 2026Q1: 11,309 shares; 2026Q2: 11,333 shares 11,333 $12.9M 0.04% +24 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279,130 shares; 2024Q4: 1,504,521 shares; 2025Q1: 1,816,347 shares; 2025Q2: 1,888,105 shares; 2025Q3: 1,420,126 shares; 2025Q4: 1,523,021 shares; 2026Q1: 1,558,061 shares; 2026Q2: 1,989,962 shares 1,989,962 $12.9M 0.04% +431,901 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,932 shares; 2024Q4: 29,106 shares; 2025Q1: 24,226 shares; 2025Q2: 29,755 shares; 2025Q3: 31,072 shares; 2025Q4: 39,443 shares; 2026Q1: 39,311 shares; 2026Q2: 73,478 shares 73,478 $12.9M 0.04% +34,167 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,803 shares; 2024Q4: 34,464 shares; 2025Q1: 31,212 shares; 2025Q2: 20,904 shares; 2025Q3: 21,986 shares; 2025Q4: 30,382 shares; 2026Q1: 26,566 shares; 2026Q2: 78,000 shares 78,000 $12.8M 0.04% +51,434 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: 448,446 shares 448,446 $12.8M 0.04% new 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: 128,827 shares; 2024Q4: 127,412 shares; 2025Q1: 117,779 shares; 2025Q2: 114,658 shares; 2025Q3: 112,984 shares; 2025Q4: 113,252 shares; 2026Q1: 112,691 shares; 2026Q2: 108,633 shares 108,633 $12.8M 0.04% -4,058 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: 74,272 shares; 2024Q4: 74,715 shares; 2025Q1: 140,484 shares; 2025Q2: 66,181 shares; 2025Q3: 60,867 shares; 2025Q4: 55,847 shares; 2026Q1: 55,012 shares; 2026Q2: 80,275 shares 80,275 $12.7M 0.04% +25,263 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,637 shares; 2024Q4: 20,782 shares; 2025Q1: 21,227 shares; 2025Q2: 21,773 shares; 2025Q3: 21,771 shares; 2025Q4: 25,088 shares; 2026Q1: 23,799 shares; 2026Q2: 22,017 shares 22,017 $12.7M 0.04% -1,782 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,248 shares; 2024Q4: 34,998 shares; 2025Q1: 34,506 shares; 2025Q2: 34,506 shares; 2025Q3: 37,693 shares; 2025Q4: 33,008 shares; 2026Q1: 33,008 shares; 2026Q2: 107,855 shares 107,855 $12.7M 0.04% +74,847 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,022 shares; 2024Q4: 837,698 shares; 2025Q1: 865,924 shares; 2025Q2: 891,237 shares; 2025Q3: 1,318,834 shares; 2025Q4: 1,670,131 shares; 2026Q1: 1,672,017 shares; 2026Q2: 1,591,786 shares 1,591,786 $12.6M 0.04% -80,231 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,421 shares; 2024Q4: 52,890 shares; 2025Q1: 53,704 shares; 2025Q2: 53,933 shares; 2025Q3: 55,617 shares; 2025Q4: 57,296 shares; 2026Q1: 46,420 shares; 2026Q2: 46,173 shares 46,173 $12.5M 0.04% -247 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,674 shares; 2024Q4: 16,372 shares; 2025Q1: 15,436 shares; 2025Q2: 21,554 shares; 2025Q3: 21,067 shares; 2025Q4: 19,652 shares; 2026Q1: 20,213 shares; 2026Q2: 28,071 shares 28,071 $12.5M 0.04% +7,858 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,476 shares; 2024Q4: 52,429 shares; 2025Q1: 55,301 shares; 2025Q2: 42,914 shares; 2025Q3: 44,803 shares; 2025Q4: 51,569 shares; 2026Q1: 49,954 shares; 2026Q2: 46,056 shares 46,056 $12.5M 0.04% -3,898 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: 41,168 shares; 2024Q4: 62,361 shares; 2025Q1: 138,534 shares; 2025Q2: 67,052 shares; 2025Q3: 66,988 shares; 2025Q4: 60,804 shares; 2026Q1: 73,702 shares; 2026Q2: 449,591 shares 449,591 $12.5M 0.04% +375,889 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: 33,833 shares; 2024Q4: 34,005 shares; 2025Q1: 47,313 shares; 2025Q2: 29,942 shares; 2025Q3: 33,047 shares; 2025Q4: 154,388 shares; 2026Q1: 143,864 shares; 2026Q2: 124,764 shares 124,764 $12.5M 0.04% -19,100 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: 282,471 shares; 2024Q4: 268,407 shares; 2025Q1: 262,556 shares; 2025Q2: 248,744 shares; 2025Q3: 246,745 shares; 2025Q4: 249,281 shares; 2026Q1: 251,578 shares; 2026Q2: 261,048 shares 261,048 $12.4M 0.04% +9,470 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: 110,218 shares; 2024Q4: 111,697 shares; 2025Q1: 184,502 shares; 2025Q2: 106,334 shares; 2025Q3: 100,711 shares; 2025Q4: 94,365 shares; 2026Q1: 100,063 shares; 2026Q2: 78,660 shares 78,660 $12.4M 0.04% -21,403 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,162 shares; 2024Q4: 29,627 shares; 2025Q1: 30,523 shares; 2025Q2: 30,828 shares; 2025Q3: 31,163 shares; 2025Q4: 31,235 shares; 2026Q1: 33,397 shares; 2026Q2: 34,817 shares 34,817 $12.4M 0.04% +1,420 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,545 shares; 2024Q4: 226,226 shares; 2025Q1: 226,514 shares; 2025Q2: 190,870 shares; 2025Q3: 205,340 shares; 2025Q4: 223,849 shares; 2026Q1: 219,224 shares; 2026Q2: 249,033 shares 249,033 $12.3M 0.04% +29,809 Timeline DFAR 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: 99,928 shares; 2024Q4: 128,415 shares; 2025Q1: 164,840 shares; 2025Q2: 501,427 shares; 2025Q3: 481,835 shares; 2025Q4: 605,073 shares; 2026Q1: 509,846 shares; 2026Q2: 470,402 shares 470,402 $12.3M 0.04% -39,444 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: 75,873 shares; 2024Q4: 75,146 shares; 2025Q1: 77,034 shares; 2025Q2: 82,697 shares; 2025Q3: 80,574 shares; 2025Q4: 94,575 shares; 2026Q1: 91,092 shares; 2026Q2: 83,942 shares 83,942 $12.2M 0.04% -7,150 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: 81,346 shares; 2024Q4: 82,648 shares; 2025Q1: 82,025 shares; 2025Q2: 80,681 shares; 2025Q3: 80,856 shares; 2025Q4: 81,125 shares; 2026Q1: 78,470 shares; 2026Q2: 84,289 shares 84,289 $12.1M 0.04% +5,819 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: 24,101 shares; 2024Q4: 26,763 shares; 2025Q1: 28,032 shares; 2025Q2: 34,455 shares; 2025Q3: 44,268 shares; 2025Q4: 43,099 shares; 2026Q1: 50,970 shares; 2026Q2: 49,258 shares 49,258 $12.1M 0.04% -1,712 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,707 shares; 2024Q4: 328,252 shares; 2025Q1: 334,904 shares; 2025Q2: 354,779 shares; 2025Q3: 355,683 shares; 2025Q4: 379,061 shares; 2026Q1: 402,977 shares; 2026Q2: 440,172 shares 440,172 $12M 0.03% +37,195 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,589 shares; 2024Q4: 5,399 shares; 2025Q1: 5,294 shares; 2025Q2: 4,910 shares; 2025Q3: 4,870 shares; 2025Q4: 4,768 shares; 2026Q1: 4,371 shares; 2026Q2: 9,960 shares 9,960 $11.9M 0.03% +5,589 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: 125,803 shares; 2024Q4: 108,667 shares; 2025Q1: 119,883 shares; 2025Q2: 124,682 shares; 2025Q3: 132,363 shares; 2025Q4: 124,805 shares; 2026Q1: 155,149 shares; 2026Q2: 151,553 shares 151,553 $11.9M 0.03% -3,596 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,408 shares; 2024Q4: 396,096 shares; 2025Q1: 387,368 shares; 2025Q2: 384,683 shares; 2025Q3: 338,333 shares; 2025Q4: 336,186 shares; 2026Q1: 337,287 shares; 2026Q2: 335,278 shares 335,278 $11.9M 0.03% -2,009 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,609 shares; 2024Q4: 55,679 shares; 2025Q1: 55,776 shares; 2025Q2: 52,270 shares; 2025Q3: 51,948 shares; 2025Q4: 53,681 shares; 2026Q1: 56,836 shares; 2026Q2: 45,482 shares 45,482 $11.9M 0.03% -11,354 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: 110,131 shares; 2024Q4: 113,704 shares; 2025Q1: 121,196 shares; 2025Q2: 250,318 shares; 2025Q3: 226,920 shares; 2025Q4: 228,870 shares; 2026Q1: 221,704 shares; 2026Q2: 243,662 shares 243,662 $11.7M 0.03% +21,958 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 270,707 shares; 2026Q2: 268,873 shares 268,873 $11.7M 0.03% -1,834 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: 74,143 shares; 2024Q4: 68,441 shares; 2025Q1: 66,927 shares; 2025Q2: 68,452 shares; 2025Q3: 68,996 shares; 2025Q4: 72,314 shares; 2026Q1: 71,466 shares; 2026Q2: 71,863 shares 71,863 $11.7M 0.03% +397 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: 118,798 shares; 2024Q4: 34,162 shares; 2025Q1: 81,090 shares; 2025Q2: 97,419 shares; 2025Q3: 78,053 shares; 2025Q4: 64,479 shares; 2026Q1: 88,679 shares; 2026Q2: 88,986 shares 88,986 $11.7M 0.03% +307 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,401 shares; 2024Q4: 107,458 shares; 2025Q1: 118,473 shares; 2025Q2: 127,658 shares; 2025Q3: 111,720 shares; 2025Q4: 122,098 shares; 2026Q1: 126,900 shares; 2026Q2: 133,615 shares 133,615 $11.6M 0.03% +6,715 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,883 shares; 2024Q4: 6,774 shares; 2025Q1: 6,967 shares; 2025Q2: 7,363 shares; 2025Q3: 7,574 shares; 2025Q4: 7,219 shares; 2026Q1: 8,552 shares; 2026Q2: 8,667 shares 8,667 $11.6M 0.03% +115 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: 53,862 shares; 2024Q4: 55,655 shares; 2025Q1: 83,664 shares; 2025Q2: 64,314 shares; 2025Q3: 66,748 shares; 2025Q4: 66,672 shares; 2026Q1: 65,623 shares; 2026Q2: 68,389 shares 68,389 $11.6M 0.03% +2,766 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: 23,879 shares; 2024Q4: 23,423 shares; 2025Q1: 24,787 shares; 2025Q2: 25,055 shares; 2025Q3: 25,099 shares; 2025Q4: 25,766 shares; 2026Q1: 25,965 shares; 2026Q2: 25,492 shares 25,492 $11.6M 0.03% -473 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,937 shares; 2024Q4: 34,884 shares; 2025Q1: 52,121 shares; 2025Q2: 42,945 shares; 2025Q3: 41,552 shares; 2025Q4: 42,669 shares; 2026Q1: 56,939 shares; 2026Q2: 54,209 shares 54,209 $11.6M 0.03% -2,730 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI 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: 442,900 shares; 2026Q2: 672,162 shares 672,162 $11.5M 0.03% +229,262 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: 200,070 shares; 2024Q4: 175,002 shares; 2025Q1: 172,494 shares; 2025Q2: 154,820 shares; 2025Q3: 152,225 shares; 2025Q4: 150,095 shares; 2026Q1: 151,091 shares; 2026Q2: 148,169 shares 148,169 $11.5M 0.03% -2,922 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,140 shares; 2025Q1: 217,128 shares; 2025Q2: 333,975 shares; 2025Q3: 395,378 shares; 2025Q4: 346,620 shares; 2026Q1: 546,079 shares; 2026Q2: 840,046 shares 840,046 $11.4M 0.03% +293,967 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,152 shares; 2024Q4: 82,815 shares; 2025Q1: 81,715 shares; 2025Q2: 81,827 shares; 2025Q3: 102,639 shares; 2025Q4: 98,403 shares; 2026Q1: 102,690 shares; 2026Q2: 92,476 shares 92,476 $11.4M 0.03% -10,214 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: 18,689 shares; 2025Q1: 20,831 shares; 2025Q2: 19,266 shares; 2025Q3: 22,166 shares; 2025Q4: 24,413 shares; 2026Q1: 23,976 shares; 2026Q2: 23,439 shares 23,439 $11.4M 0.03% -537 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,098 shares; 2024Q4: 20,097 shares; 2025Q1: 18,183 shares; 2025Q2: 19,180 shares; 2025Q3: 21,517 shares; 2025Q4: 21,032 shares; 2026Q1: 20,052 shares; 2026Q2: 139,474 shares 139,474 $11.4M 0.03% +119,422 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: 42,523 shares; 2024Q4: 40,501 shares; 2025Q1: 54,553 shares; 2025Q2: 40,954 shares; 2025Q3: 39,733 shares; 2025Q4: 34,906 shares; 2026Q1: 35,380 shares; 2026Q2: 35,711 shares 35,711 $11.4M 0.03% +331 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,762 shares; 2024Q4: 3,994 shares; 2025Q1: 3,847 shares; 2025Q2: 3,650 shares; 2025Q3: 3,736 shares; 2025Q4: 3,765 shares; 2026Q1: 3,824 shares; 2026Q2: 3,509 shares 3,509 $11.4M 0.03% -315 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,032 shares; 2024Q4: 503,718 shares; 2025Q1: 493,008 shares; 2025Q2: 488,789 shares; 2025Q3: 511,189 shares; 2025Q4: 576,992 shares; 2026Q1: 578,090 shares; 2026Q2: 570,727 shares 570,727 $11.4M 0.03% -7,363 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,785 shares; 2024Q4: 41,622 shares; 2025Q1: 38,367 shares; 2025Q2: 27,277 shares; 2025Q3: 27,235 shares; 2025Q4: 24,246 shares; 2026Q1: 29,115 shares; 2026Q2: 27,251 shares 27,251 $11.3M 0.03% -1,864 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,202 shares; 2024Q4: 24,238 shares; 2025Q1: 22,667 shares; 2025Q2: 78,456 shares; 2025Q3: 125,181 shares; 2025Q4: 137,865 shares; 2026Q1: 116,208 shares; 2026Q2: 136,087 shares 136,087 $11.3M 0.03% +19,879 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,374 shares; 2024Q4: 31,204 shares; 2025Q1: 32,078 shares; 2025Q2: 30,941 shares; 2025Q3: 31,005 shares; 2025Q4: 34,965 shares; 2026Q1: 33,608 shares; 2026Q2: 33,953 shares 33,953 $11.3M 0.03% +345 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: 31,661 shares; 2024Q4: 32,476 shares; 2025Q1: 54,498 shares; 2025Q2: 32,072 shares; 2025Q3: 32,766 shares; 2025Q4: 34,226 shares; 2026Q1: 32,283 shares; 2026Q2: 32,587 shares 32,587 $11.3M 0.03% +304 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,790 shares; 2024Q4: 182,668 shares; 2025Q1: 366,204 shares; 2025Q2: 323,725 shares; 2025Q3: 210,090 shares; 2025Q4: 225,832 shares; 2026Q1: 234,448 shares; 2026Q2: 322,832 shares 322,832 $11.2M 0.03% +88,384 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,504 shares; 2024Q4: 249,954 shares; 2025Q1: 232,256 shares; 2025Q2: 243,177 shares; 2025Q3: 238,857 shares; 2025Q4: 236,154 shares; 2026Q1: 223,433 shares; 2026Q2: 225,338 shares 225,338 $11.2M 0.03% +1,905 Timeline SPMD 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: 165,106 shares; 2024Q4: 165,106 shares; 2025Q1: 160,451 shares; 2025Q2: 160,056 shares; 2025Q3: 162,311 shares; 2025Q4: 163,586 shares; 2026Q1: 165,486 shares; 2026Q2: 165,486 shares 165,486 $11.2M 0.03% 0 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: 96,391 shares; 2024Q4: 82,637 shares; 2025Q1: 88,248 shares; 2025Q2: 77,913 shares; 2025Q3: 74,758 shares; 2025Q4: 87,650 shares; 2026Q1: 94,970 shares; 2026Q2: 103,172 shares 103,172 $11.1M 0.03% +8,202 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: 85,248 shares; 2024Q4: 89,991 shares; 2025Q1: 89,077 shares; 2025Q2: 114,367 shares; 2025Q3: 88,401 shares; 2025Q4: 81,227 shares; 2026Q1: 81,227 shares; 2026Q2: 83,825 shares 83,825 $11.1M 0.03% +2,598 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,838 shares; 2024Q4: 31,773 shares; 2025Q1: 33,862 shares; 2025Q2: 31,394 shares; 2025Q3: 27,633 shares; 2025Q4: 22,685 shares; 2026Q1: 22,686 shares; 2026Q2: 36,333 shares 36,333 $11M 0.03% +13,647 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,660 shares; 2024Q4: 21,056 shares; 2025Q1: 21,367 shares; 2025Q2: 19,484 shares; 2025Q3: 19,834 shares; 2025Q4: 18,803 shares; 2026Q1: 19,494 shares; 2026Q2: 20,623 shares 20,623 $10.9M 0.03% +1,129 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: 79,177 shares; 2024Q4: 78,602 shares; 2025Q1: 82,235 shares; 2025Q2: 90,734 shares; 2025Q3: 88,148 shares; 2025Q4: 87,370 shares; 2026Q1: 92,261 shares; 2026Q2: 97,085 shares 97,085 $10.9M 0.03% +4,824 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: 10,597 shares; 2024Q4: 43,111 shares; 2025Q1: 61,890 shares; 2025Q2: 135,014 shares; 2025Q3: 136,179 shares; 2025Q4: 136,509 shares; 2026Q1: 132,682 shares; 2026Q2: 320,574 shares 320,574 $10.8M 0.03% +187,892 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,276 shares; 2024Q4: 24,401 shares; 2025Q1: 38,790 shares; 2025Q2: 19,606 shares; 2025Q3: 18,783 shares; 2025Q4: 19,116 shares; 2026Q1: 19,161 shares; 2026Q2: 21,799 shares 21,799 $10.8M 0.03% +2,638 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: 61,247 shares; 2024Q4: 61,623 shares; 2025Q1: 60,564 shares; 2025Q2: 60,620 shares; 2025Q3: 65,895 shares; 2025Q4: 73,132 shares; 2026Q1: 78,814 shares; 2026Q2: 73,542 shares 73,542 $10.8M 0.03% -5,272 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,566 shares; 2024Q4: 186,999 shares; 2025Q1: 208,959 shares; 2025Q2: 180,015 shares; 2025Q3: 210,721 shares; 2025Q4: 281,686 shares; 2026Q1: 446,908 shares; 2026Q2: 339,641 shares 339,641 $10.8M 0.03% -107,267 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: 197,772 shares; 2024Q4: 142,601 shares; 2025Q1: 196,302 shares; 2025Q2: 133,747 shares; 2025Q3: 130,615 shares; 2025Q4: 134,722 shares; 2026Q1: 138,280 shares; 2026Q2: 138,306 shares 138,306 $10.7M 0.03% +26 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,289 shares; 2024Q4: 114,464 shares; 2025Q1: 110,875 shares; 2025Q2: 108,738 shares; 2025Q3: 107,448 shares; 2025Q4: 108,212 shares; 2026Q1: 110,640 shares; 2026Q2: 110,299 shares 110,299 $10.7M 0.03% -341 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028,326 shares; 2026Q2: 2,134,937 shares 2,134,937 $10.7M 0.03% +106,611 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: 27,995 shares; 2024Q4: 24,482 shares; 2025Q1: 59,069 shares; 2025Q2: 37,805 shares; 2025Q3: 39,786 shares; 2025Q4: 43,143 shares; 2026Q1: 44,730 shares; 2026Q2: 47,020 shares 47,020 $10.5M 0.03% +2,290 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: 21,815 shares; 2024Q4: 22,844 shares; 2025Q1: 23,245 shares; 2025Q2: 22,967 shares; 2025Q3: 23,564 shares; 2025Q4: 22,574 shares; 2026Q1: 25,126 shares; 2026Q2: 24,767 shares 24,767 $10.5M 0.03% -359 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: 28,592 shares; 2024Q4: 27,812 shares; 2025Q1: 28,528 shares; 2025Q2: 28,482 shares; 2025Q3: 29,716 shares; 2025Q4: 31,037 shares; 2026Q1: 31,508 shares; 2026Q2: 33,264 shares 33,264 $10.5M 0.03% +1,756 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: 38,540 shares; 2024Q4: 38,265 shares; 2025Q1: 43,570 shares; 2025Q2: 45,678 shares; 2025Q3: 49,478 shares; 2025Q4: 47,497 shares; 2026Q1: 51,127 shares; 2026Q2: 47,236 shares 47,236 $10.5M 0.03% -3,891 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,584 shares; 2024Q4: 3,299 shares; 2025Q1: 4,649 shares; 2025Q2: 5,442 shares; 2025Q3: 11,494 shares; 2025Q4: 18,023 shares; 2026Q1: 17,394 shares; 2026Q2: 157,896 shares 157,896 $10.4M 0.03% +140,502 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,951 shares; 2024Q4: 87,973 shares; 2025Q1: 102,342 shares; 2025Q2: 82,887 shares; 2025Q3: 82,201 shares; 2025Q4: 81,946 shares; 2026Q1: 80,224 shares; 2026Q2: 79,504 shares 79,504 $10.4M 0.03% -720 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,447 shares; 2024Q4: 292,577 shares; 2025Q1: 291,554 shares; 2025Q2: 241,325 shares; 2025Q3: 368,306 shares; 2025Q4: 383,520 shares; 2026Q1: 581,001 shares; 2026Q2: 586,491 shares 586,491 $10.3M 0.03% +5,490 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: 43,706 shares; 2024Q4: 44,668 shares; 2025Q1: 45,048 shares; 2025Q2: 44,607 shares; 2025Q3: 44,784 shares; 2025Q4: 44,626 shares; 2026Q1: 45,468 shares; 2026Q2: 45,942 shares 45,942 $10.3M 0.03% +474 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: 37,325 shares; 2024Q4: 61,373 shares; 2025Q1: 60,656 shares; 2025Q2: 54,424 shares; 2025Q3: 58,947 shares; 2025Q4: 59,168 shares; 2026Q1: 98,796 shares; 2026Q2: 132,302 shares 132,302 $10.3M 0.03% +33,506 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,124 shares; 2024Q4: 25,103 shares; 2025Q1: 27,791 shares; 2025Q2: 22,343 shares; 2025Q3: 25,829 shares; 2025Q4: 27,400 shares; 2026Q1: 28,900 shares; 2026Q2: 26,968 shares 26,968 $10.2M 0.03% -1,932 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: 57,912 shares; 2024Q4: 55,881 shares; 2025Q1: 42,612 shares; 2025Q2: 43,667 shares; 2025Q3: 43,661 shares; 2025Q4: 34,381 shares; 2026Q1: 34,546 shares; 2026Q2: 34,792 shares 34,792 $10.1M 0.03% +246 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: 60,375 shares; 2024Q4: 61,745 shares; 2025Q1: 60,515 shares; 2025Q2: 57,088 shares; 2025Q3: 56,321 shares; 2025Q4: 60,634 shares; 2026Q1: 62,302 shares; 2026Q2: 62,376 shares 62,376 $10.1M 0.03% +74 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,677 shares; 2024Q4: 6,677 shares; 2025Q1: 6,975 shares; 2025Q2: 6,892 shares; 2025Q3: 6,958 shares; 2025Q4: 21,985 shares; 2026Q1: 22,704 shares; 2026Q2: 22,986 shares 22,986 $10.1M 0.03% +282 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,120 shares; 2026Q2: 134,338 shares 134,338 $10M 0.03% -1,782 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: 113,624 shares; 2024Q4: 114,775 shares; 2025Q1: 123,927 shares; 2025Q2: 128,785 shares; 2025Q3: 162,262 shares; 2025Q4: 176,393 shares; 2026Q1: 164,251 shares; 2026Q2: 151,312 shares 151,312 $10M 0.03% -12,939 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: 154,546 shares; 2024Q4: 169,900 shares; 2025Q1: 175,776 shares; 2025Q2: 144,553 shares; 2025Q3: 144,839 shares; 2025Q4: 144,621 shares; 2026Q1: 140,873 shares; 2026Q2: 142,354 shares 142,354 $9.99M 0.03% +1,481 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: 52,427 shares; 2024Q4: 52,924 shares; 2025Q1: 57,246 shares; 2025Q2: 59,748 shares; 2025Q3: 62,347 shares; 2025Q4: 66,213 shares; 2026Q1: 68,117 shares; 2026Q2: 72,619 shares 72,619 $9.98M 0.03% +4,502 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,814 shares; 2024Q4: 40,706 shares; 2025Q1: 45,948 shares; 2025Q2: 40,548 shares; 2025Q3: 41,197 shares; 2025Q4: 40,394 shares; 2026Q1: 39,979 shares; 2026Q2: 39,960 shares 39,960 $9.95M 0.03% -19 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: 343,782 shares; 2024Q4: 347,110 shares; 2025Q1: 347,429 shares; 2025Q2: 351,749 shares; 2025Q3: 347,816 shares; 2025Q4: 356,528 shares; 2026Q1: 384,781 shares; 2026Q2: 397,164 shares 397,164 $9.95M 0.03% +12,383 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,430 shares; 2024Q4: 57,465 shares; 2025Q1: 59,492 shares; 2025Q2: 58,589 shares; 2025Q3: 59,242 shares; 2025Q4: 59,932 shares; 2026Q1: 61,437 shares; 2026Q2: 62,176 shares 62,176 $9.95M 0.03% +739 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: 118,276 shares; 2024Q4: 124,055 shares; 2025Q1: 142,759 shares; 2025Q2: 134,195 shares; 2025Q3: 132,744 shares; 2025Q4: 136,992 shares; 2026Q1: 132,874 shares; 2026Q2: 134,314 shares 134,314 $9.87M 0.03% +1,440 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: 17,784 shares; 2024Q4: 65,721 shares; 2025Q1: 127,389 shares; 2025Q2: 77,070 shares; 2025Q3: 75,320 shares; 2025Q4: 66,515 shares; 2026Q1: 70,884 shares; 2026Q2: 98,234 shares 98,234 $9.87M 0.03% +27,350 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 737,697 shares 737,697 $9.83M 0.03% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,309 shares; 2024Q4: 29,448 shares; 2025Q1: 31,933 shares; 2025Q2: 32,133 shares; 2025Q3: 32,793 shares; 2025Q4: 32,139 shares; 2026Q1: 32,735 shares; 2026Q2: 36,616 shares 36,616 $9.82M 0.03% +3,881 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: 1,198,212 shares; 2024Q4: 673,364 shares; 2025Q1: 390,360 shares; 2025Q2: 299,848 shares; 2025Q3: 266,563 shares; 2025Q4: 251,221 shares; 2026Q1: 240,544 shares; 2026Q2: 231,176 shares 231,176 $9.8M 0.03% -9,368 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,627 shares; 2024Q4: 113,452 shares; 2025Q1: 113,452 shares; 2025Q2: 113,452 shares; 2025Q3: 111,620 shares; 2025Q4: 111,150 shares; 2026Q1: 111,150 shares; 2026Q2: 110,650 shares 110,650 $9.76M 0.03% -500 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: 74,257 shares; 2024Q4: 91,755 shares; 2025Q1: 155,498 shares; 2025Q2: 92,189 shares; 2025Q3: 87,600 shares; 2025Q4: 87,687 shares; 2026Q1: 80,663 shares; 2026Q2: 90,153 shares 90,153 $9.75M 0.03% +9,490 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: 27,546 shares; 2024Q4: 28,136 shares; 2025Q1: 46,070 shares; 2025Q2: 27,657 shares; 2025Q3: 28,072 shares; 2025Q4: 27,815 shares; 2026Q1: 27,073 shares; 2026Q2: 30,940 shares 30,940 $9.74M 0.03% +3,867 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,305 shares; 2024Q4: 118,325 shares; 2025Q1: 109,913 shares; 2025Q2: 84,403 shares; 2025Q3: 210,109 shares; 2025Q4: 387,812 shares; 2026Q1: 490,161 shares; 2026Q2: 656,309 shares 656,309 $9.74M 0.03% +166,148 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,441 shares; 2024Q4: 527,870 shares; 2025Q1: 597,005 shares; 2025Q2: 320,332 shares; 2025Q3: 297,029 shares; 2025Q4: 1,006,899 shares; 2026Q1: 1,366,086 shares; 2026Q2: 1,443,944 shares 1,443,944 $9.73M 0.03% +77,858 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,161 shares; 2024Q4: 62,114 shares; 2025Q1: 64,737 shares; 2025Q2: 82,311 shares; 2025Q3: 82,151 shares; 2025Q4: 91,290 shares; 2026Q1: 111,651 shares; 2026Q2: 120,601 shares 120,601 $9.69M 0.03% +8,950 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,356 shares; 2024Q4: 15,101 shares; 2025Q1: 12,059 shares; 2025Q2: 9,322 shares; 2025Q3: 14,425 shares; 2025Q4: 16,004 shares; 2026Q1: 15,419 shares; 2026Q2: 76,309 shares 76,309 $9.68M 0.03% +60,890 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,883 shares; 2024Q4: 150,198 shares; 2025Q1: 164,507 shares; 2025Q2: 179,787 shares; 2025Q3: 181,922 shares; 2025Q4: 178,271 shares; 2026Q1: 175,244 shares; 2026Q2: 179,919 shares 179,919 $9.64M 0.03% +4,675 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,967 shares; 2024Q4: 62,256 shares; 2025Q1: 55,750 shares; 2025Q2: 54,395 shares; 2025Q3: 94,061 shares; 2025Q4: 99,385 shares; 2026Q1: 114,567 shares; 2026Q2: 126,317 shares 126,317 $9.62M 0.03% +11,750 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,562 shares; 2024Q4: 17,362 shares; 2025Q1: 24,509 shares; 2025Q2: 18,279 shares; 2025Q3: 20,229 shares; 2025Q4: 20,515 shares; 2026Q1: 21,320 shares; 2026Q2: 18,781 shares 18,781 $9.58M 0.03% -2,539 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: 166,827 shares; 2024Q4: 165,836 shares; 2025Q1: 162,840 shares; 2025Q2: 164,510 shares; 2025Q3: 182,838 shares; 2025Q4: 191,812 shares; 2026Q1: 196,658 shares; 2026Q2: 190,771 shares 190,771 $9.55M 0.03% -5,887 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,844 shares; 2024Q4: 140,070 shares; 2025Q1: 142,127 shares; 2025Q2: 132,257 shares; 2025Q3: 129,754 shares; 2025Q4: 129,856 shares; 2026Q1: 117,899 shares; 2026Q2: 112,338 shares 112,338 $9.52M 0.03% -5,561 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,584 shares; 2024Q4: 313,514 shares; 2025Q1: 287,894 shares; 2025Q2: 202,669 shares; 2025Q3: 184,106 shares; 2025Q4: 174,085 shares; 2026Q1: 161,664 shares; 2026Q2: 148,519 shares 148,519 $9.47M 0.03% -13,145 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: 74,575 shares; 2024Q4: 66,796 shares; 2025Q1: 64,961 shares; 2025Q2: 63,738 shares; 2025Q3: 63,830 shares; 2025Q4: 61,726 shares; 2026Q1: 59,081 shares; 2026Q2: 55,585 shares 55,585 $9.45M 0.03% -3,496 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,334 shares; 2024Q4: 36,610 shares; 2025Q1: 36,835 shares; 2025Q2: 33,208 shares; 2025Q3: 34,067 shares; 2025Q4: 35,291 shares; 2026Q1: 33,984 shares; 2026Q2: 33,523 shares 33,523 $9.44M 0.03% -461 Timeline FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,916 shares; 2024Q4: 142,622 shares; 2025Q1: 270,231 shares; 2025Q2: 259,802 shares; 2025Q3: 339,848 shares; 2025Q4: 553,607 shares; 2026Q1: 715,875 shares; 2026Q2: 821,241 shares 821,241 $9.44M 0.03% +105,366 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,919 shares; 2024Q4: 99,904 shares; 2025Q1: 100,838 shares; 2025Q2: 105,240 shares; 2025Q3: 113,913 shares; 2025Q4: 107,553 shares; 2026Q1: 107,652 shares; 2026Q2: 111,113 shares 111,113 $9.43M 0.03% +3,461 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,874 shares; 2026Q2: 128,944 shares 128,944 $9.39M 0.03% +72,070 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,635 shares; 2024Q4: 137,687 shares; 2025Q1: 188,196 shares; 2025Q2: 188,381 shares; 2025Q3: 202,055 shares; 2025Q4: 228,138 shares; 2026Q1: 227,109 shares; 2026Q2: 200,843 shares 200,843 $9.37M 0.03% -26,266 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: 77,868 shares; 2024Q4: 78,444 shares; 2025Q1: 128,139 shares; 2025Q2: 72,796 shares; 2025Q3: 73,210 shares; 2025Q4: 72,731 shares; 2026Q1: 76,030 shares; 2026Q2: 76,761 shares 76,761 $9.36M 0.03% +731 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: 44,458 shares; 2024Q4: 47,522 shares; 2025Q1: 47,814 shares; 2025Q2: 48,984 shares; 2025Q3: 48,043 shares; 2025Q4: 47,459 shares; 2026Q1: 50,703 shares; 2026Q2: 51,917 shares 51,917 $9.35M 0.03% +1,214 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: 71,816 shares; 2024Q4: 74,882 shares; 2025Q1: 75,139 shares; 2025Q2: 71,125 shares; 2025Q3: 75,005 shares; 2025Q4: 64,216 shares; 2026Q1: 66,607 shares; 2026Q2: 70,775 shares 70,775 $9.31M 0.03% +4,168 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,020 shares; 2024Q4: 34,813 shares; 2025Q1: 39,440 shares; 2025Q2: 36,659 shares; 2025Q3: 46,788 shares; 2025Q4: 37,713 shares; 2026Q1: 37,914 shares; 2026Q2: 40,375 shares 40,375 $9.29M 0.03% +2,461 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: 48,663 shares; 2024Q4: 148,894 shares; 2025Q1: 285,968 shares; 2025Q2: 136,891 shares; 2025Q3: 139,319 shares; 2025Q4: 140,181 shares; 2026Q1: 154,670 shares; 2026Q2: 319,705 shares 319,705 $9.26M 0.03% +165,035 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: 5,328 shares; 2024Q4: 4,745 shares; 2025Q1: 5,673 shares; 2025Q2: 5,439 shares; 2025Q3: 6,025 shares; 2025Q4: 11,052 shares; 2026Q1: 14,653 shares; 2026Q2: 14,946 shares 14,946 $9.22M 0.03% +293 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,642 shares; 2024Q4: 363,342 shares; 2025Q1: 344,782 shares; 2025Q2: 326,051 shares; 2025Q3: 329,906 shares; 2025Q4: 329,168 shares; 2026Q1: 294,048 shares; 2026Q2: 316,418 shares 316,418 $9.19M 0.03% +22,370 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957,573 shares; 2024Q4: 1,007,652 shares; 2025Q1: 992,891 shares; 2025Q2: 928,977 shares; 2025Q3: 926,945 shares; 2025Q4: 935,210 shares; 2026Q1: 971,275 shares; 2026Q2: 956,297 shares 956,297 $9.16M 0.03% -14,978 Timeline SGHT SIGHT SCIENCES INC More: the full row for SIGHT SCIENCES 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: 718,352 shares; 2026Q1: 2,397,332 shares; 2026Q2: 1,678,980 shares 1,678,980 $9.1M 0.03% -718,352 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,480 shares; 2025Q4: not reported; 2026Q1: 8,480 shares; 2026Q2: 359,480 shares 359,480 $9.08M 0.03% +351,000 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,281 shares; 2024Q4: 122,712 shares; 2025Q1: 123,954 shares; 2025Q2: 122,698 shares; 2025Q3: 178,016 shares; 2025Q4: 116,551 shares; 2026Q1: 99,412 shares; 2026Q2: 272,409 shares 272,409 $9.07M 0.03% +172,997 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,460 shares; 2024Q4: 275,324 shares; 2025Q1: 270,886 shares; 2025Q2: 270,886 shares; 2025Q3: 271,376 shares; 2025Q4: 270,886 shares; 2026Q1: 270,886 shares; 2026Q2: 193,226 shares 193,226 $9.07M 0.03% -77,660 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,880 shares; 2024Q4: 195,477 shares; 2025Q1: 169,144 shares; 2025Q2: 172,643 shares; 2025Q3: 163,717 shares; 2025Q4: 147,874 shares; 2026Q1: 148,129 shares; 2026Q2: 156,367 shares 156,367 $9.06M 0.03% +8,238 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,453 shares; 2024Q4: 6,175 shares; 2025Q1: 6,255 shares; 2025Q2: 5,808 shares; 2025Q3: 5,759 shares; 2025Q4: 5,893 shares; 2026Q1: 4,669 shares; 2026Q2: 5,272 shares 5,272 $8.95M 0.03% +603 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: 48,773 shares; 2024Q4: 48,697 shares; 2025Q1: 49,248 shares; 2025Q2: 49,297 shares; 2025Q3: 49,061 shares; 2025Q4: 49,226 shares; 2026Q1: 48,901 shares; 2026Q2: 59,534 shares 59,534 $8.94M 0.03% +10,633 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: 58,352 shares; 2024Q4: 61,774 shares; 2025Q1: 65,542 shares; 2025Q2: 63,926 shares; 2025Q3: 50,757 shares; 2025Q4: 43,431 shares; 2026Q1: 49,669 shares; 2026Q2: 57,953 shares 57,953 $8.93M 0.03% +8,284 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,472 shares; 2026Q2: 454,896 shares 454,896 $8.9M 0.03% +257,424 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,575 shares; 2024Q4: 741,215 shares; 2025Q1: 674,872 shares; 2025Q2: 591,994 shares; 2025Q3: 286,476 shares; 2025Q4: 453,346 shares; 2026Q1: 523,424 shares; 2026Q2: 565,408 shares 565,408 $8.9M 0.03% +41,984 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: 10,536 shares; 2024Q4: 9,814 shares; 2025Q1: 9,663 shares; 2025Q2: 9,810 shares; 2025Q3: 9,576 shares; 2025Q4: 9,709 shares; 2026Q1: 10,114 shares; 2026Q2: 10,718 shares 10,718 $8.9M 0.03% +604 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,850 shares; 2024Q4: 468,915 shares; 2025Q1: 617,541 shares; 2025Q2: 455,451 shares; 2025Q3: 715,266 shares; 2025Q4: 683,352 shares; 2026Q1: 638,504 shares; 2026Q2: 664,720 shares 664,720 $8.88M 0.03% +26,216 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,345 shares; 2024Q4: 192,280 shares; 2025Q1: 243,088 shares; 2025Q2: 66,534 shares; 2025Q3: 66,712 shares; 2025Q4: 66,471 shares; 2026Q1: 42,946 shares; 2026Q2: 42,847 shares 42,847 $8.87M 0.03% -99 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161,710 shares; 2025Q1: 161,710 shares; 2025Q2: 154,452 shares; 2025Q3: 154,452 shares; 2025Q4: 153,249 shares; 2026Q1: 153,249 shares; 2026Q2: 155,318 shares 155,318 $8.85M 0.03% +2,069 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: 158,004 shares; 2024Q4: 160,722 shares; 2025Q1: 148,656 shares; 2025Q2: 168,068 shares; 2025Q3: 171,026 shares; 2025Q4: 169,831 shares; 2026Q1: 174,278 shares; 2026Q2: 195,012 shares 195,012 $8.83M 0.03% +20,734 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,190 shares; 2024Q4: 28,859 shares; 2025Q1: 53,479 shares; 2025Q2: 165,360 shares; 2025Q3: 150,167 shares; 2025Q4: 162,749 shares; 2026Q1: 211,138 shares; 2026Q2: 259,776 shares 259,776 $8.77M 0.03% +48,638 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: 58,924 shares; 2024Q4: 54,680 shares; 2025Q1: 60,184 shares; 2025Q2: 74,096 shares; 2025Q3: 117,721 shares; 2025Q4: 142,394 shares; 2026Q1: 200,492 shares; 2026Q2: 217,043 shares 217,043 $8.73M 0.03% +16,551 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,821 shares; 2024Q4: 23,611 shares; 2025Q1: 25,841 shares; 2025Q2: 21,086 shares; 2025Q3: 21,608 shares; 2025Q4: 22,316 shares; 2026Q1: 23,596 shares; 2026Q2: 24,202 shares 24,202 $8.7M 0.03% +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: 44,682 shares; 2024Q4: 45,907 shares; 2025Q1: 53,244 shares; 2025Q2: 57,209 shares; 2025Q3: 56,330 shares; 2025Q4: 62,023 shares; 2026Q1: 69,324 shares; 2026Q2: 63,600 shares 63,600 $8.69M 0.03% -5,724 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,929 shares; 2024Q4: 93,670 shares; 2025Q1: 91,044 shares; 2025Q2: 91,603 shares; 2025Q3: 91,603 shares; 2025Q4: 86,606 shares; 2026Q1: 87,980 shares; 2026Q2: 93,153 shares 93,153 $8.69M 0.03% +5,173 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: 29,848 shares; 2024Q4: 34,756 shares; 2025Q1: 34,482 shares; 2025Q2: 34,372 shares; 2025Q3: 33,976 shares; 2025Q4: 34,546 shares; 2026Q1: 33,920 shares; 2026Q2: 35,237 shares 35,237 $8.68M 0.03% +1,317 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: 27,589 shares; 2024Q4: 21,666 shares; 2025Q1: 21,492 shares; 2025Q2: 20,593 shares; 2025Q3: 20,657 shares; 2025Q4: 20,454 shares; 2026Q1: 20,699 shares; 2026Q2: 22,146 shares 22,146 $8.67M 0.03% +1,447 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,168 shares; 2024Q4: 35,597 shares; 2025Q1: 33,959 shares; 2025Q2: 27,770 shares; 2025Q3: 29,077 shares; 2025Q4: 28,191 shares; 2026Q1: 71,926 shares; 2026Q2: 72,747 shares 72,747 $8.67M 0.03% +821 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,931 shares; 2024Q4: 13,677 shares; 2025Q1: 19,138 shares; 2025Q2: 10,543 shares; 2025Q3: 12,640 shares; 2025Q4: 14,924 shares; 2026Q1: 15,912 shares; 2026Q2: 13,825 shares 13,825 $8.65M 0.03% -2,087 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: 134,712 shares; 2024Q4: 126,523 shares; 2025Q1: 125,010 shares; 2025Q2: 119,943 shares; 2025Q3: 124,300 shares; 2025Q4: 119,941 shares; 2026Q1: 125,505 shares; 2026Q2: 135,894 shares 135,894 $8.58M 0.02% +10,389 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: 205,590 shares; 2024Q4: 184,755 shares; 2025Q1: 173,334 shares; 2025Q2: 181,738 shares; 2025Q3: 176,097 shares; 2025Q4: 184,925 shares; 2026Q1: 166,846 shares; 2026Q2: 207,804 shares 207,804 $8.58M 0.02% +40,958 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,130 shares; 2024Q4: 43,088 shares; 2025Q1: 42,499 shares; 2025Q2: 38,612 shares; 2025Q3: 38,308 shares; 2025Q4: 36,948 shares; 2026Q1: 36,714 shares; 2026Q2: 36,763 shares 36,763 $8.57M 0.02% +49 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,675 shares; 2024Q4: 139,181 shares; 2025Q1: 131,309 shares; 2025Q2: 189,176 shares; 2025Q3: 251,056 shares; 2025Q4: 255,897 shares; 2026Q1: 252,147 shares; 2026Q2: 251,737 shares 251,737 $8.55M 0.02% -410 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: 19,078 shares; 2024Q4: 17,899 shares; 2025Q1: 19,210 shares; 2025Q2: 18,486 shares; 2025Q3: 20,657 shares; 2025Q4: 17,494 shares; 2026Q1: 17,861 shares; 2026Q2: 19,073 shares 19,073 $8.54M 0.02% +1,212 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,156 shares; 2024Q4: 61,495 shares; 2025Q1: 61,242 shares; 2025Q2: 65,735 shares; 2025Q3: 64,306 shares; 2025Q4: 62,465 shares; 2026Q1: 61,088 shares; 2026Q2: 62,501 shares 62,501 $8.52M 0.02% +1,413 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: 19,235 shares; 2024Q4: 19,118 shares; 2025Q1: 18,634 shares; 2025Q2: 17,487 shares; 2025Q3: 17,246 shares; 2025Q4: 17,469 shares; 2026Q1: 18,571 shares; 2026Q2: 18,506 shares 18,506 $8.51M 0.02% -65 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: 36,129 shares; 2024Q4: 37,161 shares; 2025Q1: 37,087 shares; 2025Q2: 35,042 shares; 2025Q3: 33,090 shares; 2025Q4: 28,873 shares; 2026Q1: 28,603 shares; 2026Q2: 28,978 shares 28,978 $8.51M 0.02% +375 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,332 shares; 2024Q4: 45,601 shares; 2025Q1: 49,315 shares; 2025Q2: 49,290 shares; 2025Q3: 41,917 shares; 2025Q4: 41,723 shares; 2026Q1: 45,086 shares; 2026Q2: 49,125 shares 49,125 $8.5M 0.02% +4,039 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,518 shares; 2024Q4: 11,363 shares; 2025Q1: 11,363 shares; 2025Q2: 8,551 shares; 2025Q3: 8,323 shares; 2025Q4: 6,434 shares; 2026Q1: 6,615 shares; 2026Q2: 15,870 shares 15,870 $8.4M 0.02% +9,255 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,879 shares; 2024Q4: 309,995 shares; 2025Q1: 310,792 shares; 2025Q2: 311,077 shares; 2025Q3: 360,384 shares; 2025Q4: 389,766 shares; 2026Q1: 459,845 shares; 2026Q2: 453,206 shares 453,206 $8.4M 0.02% -6,639 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 7,695 shares; 2025Q1: 19,331 shares; 2025Q2: 24,501 shares; 2025Q3: 24,504 shares; 2025Q4: 24,506 shares; 2026Q1: 24,509 shares; 2026Q2: 25,149 shares 25,149 $8.33M 0.02% +640 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: 9,900 shares; 2024Q4: 12,848 shares; 2025Q1: 8,572 shares; 2025Q2: 10,185 shares; 2025Q3: 10,108 shares; 2025Q4: 10,341 shares; 2026Q1: 12,243 shares; 2026Q2: 9,887 shares 9,887 $8.3M 0.02% -2,356 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,661 shares; 2024Q4: 288,008 shares; 2025Q1: 281,115 shares; 2025Q2: 275,993 shares; 2025Q3: 274,938 shares; 2025Q4: 289,449 shares; 2026Q1: 336,462 shares; 2026Q2: 413,043 shares 413,043 $8.29M 0.02% +76,581 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: 89,157 shares; 2024Q4: 91,226 shares; 2025Q1: 92,912 shares; 2025Q2: 91,011 shares; 2025Q3: 83,708 shares; 2025Q4: 93,415 shares; 2026Q1: 90,914 shares; 2026Q2: 90,011 shares 90,011 $8.28M 0.02% -903 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,066 shares; 2024Q4: 139,244 shares; 2025Q1: 149,723 shares; 2025Q2: 138,793 shares; 2025Q3: 129,536 shares; 2025Q4: 157,329 shares; 2026Q1: 132,899 shares; 2026Q2: 100,332 shares 100,332 $8.27M 0.02% -32,567 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,843 shares; 2024Q4: 25,364 shares; 2025Q1: 25,994 shares; 2025Q2: 25,302 shares; 2025Q3: 23,208 shares; 2025Q4: 21,865 shares; 2026Q1: 20,979 shares; 2026Q2: 19,716 shares 19,716 $8.2M 0.02% -1,263 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: 70,392 shares; 2024Q4: 65,126 shares; 2025Q1: 64,143 shares; 2025Q2: 53,349 shares; 2025Q3: 50,503 shares; 2025Q4: 47,016 shares; 2026Q1: 44,010 shares; 2026Q2: 39,890 shares 39,890 $8.19M 0.02% -4,120 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794,610 shares; 2024Q4: 995,957 shares; 2025Q1: 1,055,905 shares; 2025Q2: 643,868 shares; 2025Q3: 16,634 shares; 2025Q4: 15,700 shares; 2026Q1: 895,285 shares; 2026Q2: 733,117 shares 733,117 $8.14M 0.02% -162,168 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,139 shares; 2024Q4: 54,172 shares; 2025Q1: 69,208 shares; 2025Q2: 53,108 shares; 2025Q3: 51,465 shares; 2025Q4: 51,559 shares; 2026Q1: 72,195 shares; 2026Q2: 82,184 shares 82,184 $8.11M 0.02% +9,989 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: 94,866 shares; 2024Q4: 93,807 shares; 2025Q1: 91,379 shares; 2025Q2: 87,314 shares; 2025Q3: 76,448 shares; 2025Q4: 78,162 shares; 2026Q1: 71,612 shares; 2026Q2: 64,855 shares 64,855 $8.11M 0.02% -6,757 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,244 shares; 2024Q4: 188,245 shares; 2025Q1: 188,245 shares; 2025Q2: 185,953 shares; 2025Q3: 186,047 shares; 2025Q4: 192,230 shares; 2026Q1: 197,202 shares; 2026Q2: 199,337 shares 199,337 $8.09M 0.02% +2,135 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,654 shares; 2024Q4: 67,833 shares; 2025Q1: 62,877 shares; 2025Q2: 47,814 shares; 2025Q3: 48,084 shares; 2025Q4: 45,351 shares; 2026Q1: 43,146 shares; 2026Q2: 41,031 shares 41,031 $8.09M 0.02% -2,115 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,432 shares; 2024Q4: 126,091 shares; 2025Q1: 138,897 shares; 2025Q2: 150,524 shares; 2025Q3: 148,291 shares; 2025Q4: 176,307 shares; 2026Q1: 180,342 shares; 2026Q2: 188,970 shares 188,970 $8.09M 0.02% +8,628 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569,418 shares; 2024Q4: 1,767,126 shares; 2025Q1: 1,814,282 shares; 2025Q2: 1,525,789 shares; 2025Q3: 1,213,971 shares; 2025Q4: 825,644 shares; 2026Q1: 518,927 shares; 2026Q2: 489,956 shares 489,956 $8.03M 0.02% -28,971 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: 16,072 shares; 2024Q4: 15,932 shares; 2025Q1: 20,298 shares; 2025Q2: 16,142 shares; 2025Q3: 19,175 shares; 2025Q4: 20,960 shares; 2026Q1: 21,323 shares; 2026Q2: 21,448 shares 21,448 $8.01M 0.02% +125 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,717 shares; 2024Q4: 67,141 shares; 2025Q1: 73,911 shares; 2025Q2: 78,685 shares; 2025Q3: 76,273 shares; 2025Q4: 71,930 shares; 2026Q1: 71,290 shares; 2026Q2: 67,099 shares 67,099 $7.97M 0.02% -4,191 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,420 shares; 2024Q4: 43,430 shares; 2025Q1: 41,165 shares; 2025Q2: 39,373 shares; 2025Q3: 36,507 shares; 2025Q4: 39,773 shares; 2026Q1: 42,982 shares; 2026Q2: 47,737 shares 47,737 $7.96M 0.02% +4,755 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,641 shares; 2025Q1: 3,049 shares; 2025Q2: 3,393 shares; 2025Q3: 3,418 shares; 2025Q4: 3,894 shares; 2026Q1: 3,969 shares; 2026Q2: 4,065 shares 4,065 $7.94M 0.02% +96 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: 90,217 shares; 2026Q2: 126,385 shares 126,385 $7.92M 0.02% +36,168 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,174 shares; 2025Q1: 7,597 shares; 2025Q2: 24,716 shares; 2025Q3: 50,638 shares; 2025Q4: 55,872 shares; 2026Q1: 52,092 shares; 2026Q2: 52,568 shares 52,568 $7.88M 0.02% +476 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,625 shares; 2024Q4: 28,889 shares; 2025Q1: 31,676 shares; 2025Q2: 32,042 shares; 2025Q3: 31,929 shares; 2025Q4: 31,536 shares; 2026Q1: 31,107 shares; 2026Q2: 33,078 shares 33,078 $7.87M 0.02% +1,971 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,561 shares; 2025Q3: 73,320 shares; 2025Q4: 72,483 shares; 2026Q1: 65,407 shares; 2026Q2: 66,990 shares 66,990 $7.86M 0.02% +1,583 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: 89,558 shares; 2024Q4: 70,038 shares; 2025Q1: 91,771 shares; 2025Q2: 90,349 shares; 2025Q3: 83,391 shares; 2025Q4: 76,386 shares; 2026Q1: 84,551 shares; 2026Q2: 86,431 shares 86,431 $7.84M 0.02% +1,880 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: 14,719 shares; 2024Q4: 13,470 shares; 2025Q1: 14,847 shares; 2025Q2: 16,540 shares; 2025Q3: 17,198 shares; 2025Q4: 16,587 shares; 2026Q1: 18,566 shares; 2026Q2: 15,924 shares 15,924 $7.83M 0.02% -2,642 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,138 shares; 2024Q4: 73,023 shares; 2025Q1: 72,072 shares; 2025Q2: 69,608 shares; 2025Q3: 70,964 shares; 2025Q4: 69,638 shares; 2026Q1: 69,638 shares; 2026Q2: 69,638 shares 69,638 $7.81M 0.02% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,920 shares 45,920 $7.74M 0.02% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,903 shares; 2024Q4: 157,478 shares; 2025Q1: 171,887 shares; 2025Q2: 193,331 shares; 2025Q3: 158,248 shares; 2025Q4: 153,617 shares; 2026Q1: 200,565 shares; 2026Q2: 266,969 shares 266,969 $7.69M 0.02% +66,404 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: 178,659 shares; 2024Q4: 197,031 shares; 2025Q1: 210,808 shares; 2025Q2: 219,538 shares; 2025Q3: 223,442 shares; 2025Q4: 216,652 shares; 2026Q1: 228,201 shares; 2026Q2: 239,351 shares 239,351 $7.68M 0.02% +11,150 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,982 shares; 2024Q4: 125,685 shares; 2025Q1: 203,485 shares; 2025Q2: 112,203 shares; 2025Q3: 125,775 shares; 2025Q4: 208,351 shares; 2026Q1: 200,238 shares; 2026Q2: 248,897 shares 248,897 $7.64M 0.02% +48,659 Timeline